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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/9 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
2,302
較 2022 年第 3 季 +264
總值
$6.60 億
較 2022 年第 3 季 +$2.24 億 (+51.2%)
申報日
2023/2/9
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Schwab US Aggregate Bond ETF808524839ETF539$2.46 萬<0.1%+241+80.9%加碼–
EXELExelixis, Inc.COM1,533$2.46 萬<0.1%−14,960−90.7%減碼歷史
JCIJohnson Controls International plcStock382$2.44 萬<0.1%+28+7.9%加碼歷史
Barnes Group Inc067806109COM594$2.43 萬<0.1%00.0%不變–
ADCAgree Realty CorpCOM340$2.41 萬<0.1%−1,376−80.2%減碼歷史
iShares Select Dividend ETF464287168ETF200$2.41 萬<0.1%+200新進–
AAWWAtlas Air Worldwide Holdings IncCOM NEW239$2.41 萬<0.1%00.0%不變歷史
NEMNEWMONT CorpStock510$2.41 萬<0.1%−493−49.2%減碼歷史
OVVOvintiv Inc.COM474$2.40 萬<0.1%+400+540.5%加碼歷史
POWIPower Integrations IncCOM335$2.40 萬<0.1%+335新進歷史
GLWCorning IncCOM749$2.39 萬<0.1%+97+14.9%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL693$2.37 萬<0.1%−5,549−88.9%減碼–
PBAPembina Pipeline CorpCOM699$2.37 萬<0.1%00.0%不變歷史
ETRNMidstream Co LLCCOM3,533$2.37 萬<0.1%−408−10.4%減碼歷史
APAAPA CorpStock505$2.36 萬<0.1%+192+61.3%加碼歷史
PSOPearson PLCSPONSORED ADR2,071$2.33 萬<0.1%+351+20.4%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS396$2.31 萬<0.1%+121+44.0%加碼歷史
NDAQNasdaq, Inc.COM376$2.31 萬<0.1%+187+98.9%加碼歷史
KRGKite Realty Group TrustCOM NEW1,093$2.30 萬<0.1%−164−13.0%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR8,097$2.30 萬<0.1%−2,953−26.7%減碼歷史
MATWMatthews International CorpCL A752$2.29 萬<0.1%−28−3.6%減碼歷史
RXORXO, Inc.COMMON STOCK1,326$2.28 萬<0.1%+1,326新進歷史
SNNSmith & Nephew PLCSPDN ADR NEW846$2.27 萬<0.1%+187+28.4%加碼歷史
PPLPPL CorpCOM778$2.27 萬<0.1%+128+19.7%加碼歷史
SBACSba Communications CorpCL A81$2.27 萬<0.1%−10−11.0%減碼歷史
VTRVentas, Inc.REIT502$2.26 萬<0.1%+183+57.4%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF205$2.25 萬<0.1%+205新進–
BCRXBiocryst Pharmaceuticals IncCOM1,955$2.24 萬<0.1%−1,000−33.8%減碼歷史
DINOHF Sinclair CorpCOM432$2.24 萬<0.1%+17+4.1%加碼歷史
BWABorgwarner IncCOM556$2.24 萬<0.1%+202+57.1%加碼歷史
ALBAlbemarle CorpStock103$2.23 萬<0.1%+15+17.0%加碼歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS1,227$2.23 萬<0.1%−79−6.0%減碼歷史
FBPFirst BancorpCOM NEW1,745$2.22 萬<0.1%00.0%不變歷史
LBTYALiberty Global Ltd.SHS CL A1,170$2.21 萬<0.1%+1,125+2,500.0%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS400$2.21 萬<0.1%+400新進歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,640$2.21 萬<0.1%00.0%不變歷史
CGNXCognex CorpCOM468$2.20 萬<0.1%+424+963.6%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.20 萬<0.1%+1,040新進–
GNWGenworth Financial IncCOM SHS4,152$2.20 萬<0.1%00.0%不變歷史
EDConsolidated Edison IncStock230$2.19 萬<0.1%−441−65.7%減碼歷史
LNWOLight & Wonder, Inc.COM372$2.18 萬<0.1%+372新進歷史
TPHTri Pointe Homes, Inc.COM1,162$2.16 萬<0.1%−289−19.9%減碼歷史
NTCTNetscout Systems IncCOM664$2.16 萬<0.1%+12+1.8%加碼歷史
RYRoyal Bank of CanadaStock229$2.15 萬<0.1%+84+57.9%加碼歷史
DBXDropbox, Inc.CL A950$2.13 萬<0.1%+950新進歷史
Atlantica Sustainable Infr PG0751N103SHS820$2.12 萬<0.1%+820新進–
PTENPatterson Uti Energy IncCOM1,259$2.12 萬<0.1%00.0%不變歷史
KNKnowles CorpCOM1,290$2.12 萬<0.1%+784+154.9%加碼歷史
MELIMercadolibre IncCOM25$2.12 萬<0.1%+24+2,400.0%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF522$2.11 萬<0.1%−263−33.5%減碼–
COLBColumbia Banking System, Inc.COM701$2.11 萬<0.1%00.0%不變歷史
UFPIUfp Industries IncCOM266$2.11 萬<0.1%−2−0.7%減碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD235$2.10 萬<0.1%+235新進–
Signature BK New York N Y82669G104COM182$2.10 萬<0.1%+150+468.8%加碼–
ENPHEnphase Energy, Inc.Stock79$2.09 萬<0.1%+12+17.9%加碼歷史
DELLDell Technologies Inc.Stock519$2.09 萬<0.1%+497+2,259.1%加碼歷史
SNASnap-on IncCOM91$2.08 萬<0.1%00.0%不變歷史
SNXTD Synnex CorpCOM219$2.07 萬<0.1%−167−43.3%減碼歷史
PACPacific Airport GroupSPON ADS B144$2.07 萬<0.1%−16−10.0%減碼歷史
COINCoinbase Global, Inc.COM CL A585$2.07 萬<0.1%+513+712.5%加碼歷史
OIO-I Glass, Inc.COM1,246$2.06 萬<0.1%00.0%不變歷史
CRUSCirrus Logic, Inc.Stock277$2.06 萬<0.1%−524−65.4%減碼歷史
RTORentokil Initial PLCSPONSORED ADR669$2.06 萬<0.1%+669新進歷史
KEYKeycorpCOM1,170$2.04 萬<0.1%−16,608−93.4%減碼歷史
AMEDAmedisys IncCOM244$2.04 萬<0.1%+244新進歷史
AGCOAGCO CorpCOM146$2.02 萬<0.1%00.0%不變歷史
TNLTravel & Leisure Co.COM556$2.02 萬<0.1%+556新進歷史
PDDPDD Holdings Inc.SPONSORED ADS248$2.02 萬<0.1%00.0%不變歷史
ARK Innovation ETF00214Q104ETF645$2.01 萬<0.1%+543+532.4%加碼–
BANRBanner CorpCOM NEW318$2.01 萬<0.1%00.0%不變歷史
TEAMAtlassian CorpCL A156$2.01 萬<0.1%−371−70.4%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF376$1.98 萬<0.1%+88+30.6%加碼–
UTFCohen & Steers Infrastructure Fund IncCOM821$1.97 萬<0.1%+821新進歷史
EHABEnhabit, Inc.COM1,495$1.97 萬<0.1%+461+44.6%加碼歷史
BLWBlackRock Ltd Duration Income TrustCOM SHS1,500$1.96 萬<0.1%+1,500新進歷史
WHFWhiteHorse Finance, Inc.COM1,500$1.96 萬<0.1%+1,500新進歷史
NMRNomura Holdings IncSPONSORED ADR5,212$1.95 萬<0.1%+2,629+101.8%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$1.94 萬<0.1%−1,391−77.8%減碼–
OIIOceaneering International IncStock1,102$1.93 萬<0.1%00.0%不變歷史
DOCHealthpeak Properties, Inc.COM766$1.92 萬<0.1%−528−40.8%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK919$1.91 萬<0.1%+884+2,525.7%加碼歷史
RDYDr Reddys Laboratories LtdADR367$1.90 萬<0.1%−31−7.8%減碼歷史
iShares Tr46432F388MSCI USA VALUE207$1.89 萬<0.1%−142−40.7%減碼–
SESea LtdSPONSORD ADS359$1.87 萬<0.1%+162+82.2%加碼歷史
CAECae IncCOM963$1.86 萬<0.1%+963新進歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ266$1.86 萬<0.1%−144−35.1%減碼–
FTAIFTAI Aviation Ltd.SHS1,085$1.86 萬<0.1%+1,085新進歷史
RRyder System IncCOM222$1.86 萬<0.1%−2−0.9%減碼歷史
KALUKaiser Aluminum CorpCOM PAR $0.01241$1.83 萬<0.1%+30+14.2%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$1.83 萬<0.1%00.0%不變歷史
CWKCushman & Wakefield Ltd.SHS1,465$1.83 萬<0.1%+1,465新進歷史
RESRPC IncCOM2,038$1.81 萬<0.1%00.0%不變歷史
RCLRoyal Caribbean Cruises LtdCOM366$1.81 萬<0.1%−255−41.1%減碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL701$1.81 萬<0.1%−2,346−77.0%減碼–
CPCanadian Pacific Kansas City LtdCOM242$1.81 萬<0.1%−2−0.8%減碼歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF1,480$1.80 萬<0.1%+1,480新進歷史
MMacy's, Inc.COM870$1.80 萬<0.1%−292−25.1%減碼歷史
Advisorshares Tr00768Y529DORSY SHRT ETF1,800$1.79 萬<0.1%+1,100+157.1%加碼–
BDNBrandywine Realty TrustSH BEN INT NEW2,906$1.79 萬<0.1%+743+34.4%加碼歷史
ESEversource EnergyStock212$1.78 萬<0.1%−67−24.0%減碼歷史

2022 年第 3 季之後清倉(178 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 178 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
iShares U S ETF Tr46431W507SHOR DURA BD ETF111,163$547.6 萬1.3%–
iShares Tr46429B655FLTG RATE NT ETF6,615$33.3 萬0.1%–
IBTXIndependent Bank Group, Inc.COM1,864$11.5 萬<0.1%歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$10.2 萬<0.1%–
MGEEMge Energy IncCOM1,291$8.50 萬<0.1%歷史
ALRMAlarm.com Holdings, Inc.COM1,110$7.20 萬<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM747$6.90 萬<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,632$6.60 萬<0.1%歷史
OGSONE Gas, Inc.COM911$6.40 萬<0.1%歷史
ESNTEssent Group Ltd.COM1,832$6.40 萬<0.1%歷史
TXNMTXNM Energy IncCOM1,396$6.40 萬<0.1%歷史
Tricon Residential Inc Com NPV89612W102COM5,726$5.00 萬<0.1%–
STAAStaar Surgical CoCOM PAR $0.01579$4.10 萬<0.1%歷史
LULufax Holding LtdADS REP SHS CL A15,613$4.00 萬<0.1%歷史
BHVNBiohaven Ltd.COM254$3.80 萬<0.1%歷史
TWTRTwitter, Inc.COM824$3.70 萬<0.1%歷史
CMBTCmb.tech NVSHS2,370$3.60 萬<0.1%歷史
ALKSAlkermes plc.SHS1,535$3.40 萬<0.1%歷史
WDFCWD 40 CoCOM190$3.30 萬<0.1%歷史
DREDuke Realty CorpCOM NEW696$3.30 萬<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW4,276$3.20 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT1,838$3.00 萬<0.1%–
ZLABZai Lab LtdADR810$2.80 萬<0.1%歷史
DTDynatrace, Inc.Stock678$2.40 萬<0.1%歷史
ROGRogers CorpCOM92$2.30 萬<0.1%歷史
AVNTAvient CorpCOM686$2.10 萬<0.1%歷史
CVETCovetrus, Inc.COM1,028$2.10 萬<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM915$2.10 萬<0.1%歷史
OLEDUniversal Display CorpCOM214$2.00 萬<0.1%歷史
HMNHorace Mann Educators CorpCOM518$1.90 萬<0.1%歷史
ESTCElastic N.V.ORD SHS250$1.80 萬<0.1%歷史
Invesco Exchange Traded FD T46137V597RAFI US 1500119$1.70 萬<0.1%–
DAVAEndava plcADS206$1.70 萬<0.1%歷史
OTTROtter Tail CorpCOM221$1.40 萬<0.1%歷史
CTXSCitrix Systems IncCOM130$1.40 萬<0.1%歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,180$1.30 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A1,508$1.30 萬<0.1%歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE989$1.20 萬<0.1%–
HNGRHanger, Inc.COM NEW601$1.20 萬<0.1%歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV250$1.10 萬<0.1%–
ALTRAltair Engineering Inc.COM CL A250$1.10 萬<0.1%歷史
BOXBox IncCL A403$1.00 萬<0.1%歷史
BKUBankUnited, Inc.COM289$1.00 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A134$1.00 萬<0.1%歷史
PRAProassurance CorpCOM470$9,000<0.1%歷史
SUMOSumo Logic, Inc.COM1,174$9,000<0.1%歷史
Vanguard Utilities ETF92204A876ETF46$7,000<0.1%–
IRMIron Mountain IncCOM150$7,000<0.1%歷史
KMTKennametal IncCOM318$7,000<0.1%歷史
AMCXAMC Global Media Inc.CL A372$7,000<0.1%歷史
PRAAPra Group IncCOM227$7,000<0.1%歷史
ELMEElme CommunitiesSH BEN INT372$7,000<0.1%歷史
PCRXPacira BioSciences, Inc.COM128$7,000<0.1%歷史
FAROFaro Technologies IncCOM258$7,000<0.1%歷史
Adamas Trust, Inc.649604501COM PAR $.022,872$7,000<0.1%–
Healthpeak Properties, Inc.71943U104COM480$7,000<0.1%–
Amplify Blockchain Technology ETF032108607ETF346$6,000<0.1%–
SONOSonos IncCOM388$6,000<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A440$6,000<0.1%歷史
PMTPennyMac Mortgage Investment TrustCOM506$6,000<0.1%歷史
NVAXNovavax IncCOM NEW339$6,000<0.1%歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$6,000<0.1%–
KAMNKAMAN CorpCOM208$6,000<0.1%歷史
TELFYTelefonica S ASPONSORED ADR1,940$6,000<0.1%歷史
PIIPolaris Inc.Stock50$5,000<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW486$5,000<0.1%歷史
HRHealthcare Realty Trust IncCL A COM240$5,000<0.1%歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW153$5,000<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM106$5,000<0.1%歷史
NOKNokia CorpSPONSORED ADR1,253$5,000<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C65$5,000<0.1%歷史
BRKLBrookline Bancorp IncCOM462$5,000<0.1%歷史
DEAEasterly Government Properties, Inc.COM347$5,000<0.1%歷史
FLICFirst of Long Island CorpCOM310$5,000<0.1%歷史
FDSFactset Research Systems IncStock10$4,000<0.1%歷史
GIIIG III Apparel Group LtdCOM329$4,000<0.1%歷史
DNNDenison Mines Corp.COM3,030$4,000<0.1%歷史
MPAAMotorcar Parts of America IncCOM236$4,000<0.1%歷史
COLMColumbia Sportswear CoCOM65$4,000<0.1%歷史
KODKEastman Kodak CoCOM NEW911$4,000<0.1%歷史
OCULOcular Therapeutix, IncCOM906$4,000<0.1%歷史
LONALeonaBio, Inc.COM1,382$4,000<0.1%歷史
HAHawaiian Holdings IncCOM311$4,000<0.1%歷史
MODVModivCare IncCOM41$4,000<0.1%歷史
SPNESeaSpine Holdings CorpCOM683$4,000<0.1%歷史
Tenneco Inc880349105CL A VTG COM STK250$4,000<0.1%–
MYRGMyr Group Inc.COM40$3,000<0.1%歷史
CENXCentury Aluminum CoCOM534$3,000<0.1%歷史
TDSTelephone & Data Systems IncCOM NEW235$3,000<0.1%歷史
THRMGentherm IncCOM54$3,000<0.1%歷史
AORTArtivion, Inc.COM183$3,000<0.1%歷史
CRICarters IncCOM48$3,000<0.1%歷史
OSISOsi Systems IncCOM37$3,000<0.1%歷史
CBUCommunity Financial System, Inc.COM44$3,000<0.1%歷史
STCStewart Information Services CorpCOM64$3,000<0.1%歷史
PRLBProto Labs IncCOM86$3,000<0.1%歷史
GPMTGranite Point Mortgage Trust Inc.COM STK421$3,000<0.1%歷史
BBDBank BradescoSP ADR PFD NEW711$3,000<0.1%歷史
AHRTAH Realty Trust, Inc.COM342$3,000<0.1%歷史
CFFNCapitol Federal Financial, Inc.COM375$3,000<0.1%歷史