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Livermore
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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
MUMicron Technology IncStock5,423$27.1 萬<0.1%+3,216+145.7%加碼歷史
NSCNorfolk Southern CorpStock1,087$26.8 萬<0.1%−167−13.3%減碼歷史
IBMInternational Business Machines CorpStock1,895$26.7 萬<0.1%+1,306+221.7%加碼歷史
FANGDiamondback Energy, Inc.Stock1,949$26.7 萬<0.1%−269−12.1%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,957$26.6 萬<0.1%+1,942+12,946.7%加碼–
EQIXEquinix IncCOM405$26.6 萬<0.1%−23−5.4%減碼歷史
CCICrown Castle Inc.REIT1,950$26.4 萬<0.1%−304−13.5%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF5,872$26.4 萬<0.1%+1,112+23.4%加碼–
ONOn Semiconductor CorpStock4,198$26.2 萬<0.1%−1,427−25.4%減碼歷史
CMECME Group Inc.COM1,554$26.1 萬<0.1%−105−6.3%減碼歷史
MACMacerich CoCOM23,059$26.0 萬<0.1%+20,000+653.8%加碼歷史
KMIKinder Morgan, Inc.Stock14,235$25.7 萬<0.1%+5,865+70.1%加碼歷史
AZPNAspen Technology, Inc.COM1,253$25.7 萬<0.1%−725−36.7%減碼歷史
ALLEAllegion plcORD SHS2,436$25.6 萬<0.1%−1,892−43.7%減碼歷史
CHEChemed CorpCOM500$25.5 萬<0.1%−390−43.8%減碼歷史
EWEdwards Lifesciences CorpStock3,391$25.3 萬<0.1%+1,782+110.8%加碼歷史
CSXCSX CorpStock8,137$25.2 萬<0.1%−2,351−22.4%減碼歷史
INTCIntel CorpStock9,525$25.2 萬<0.1%+520+5.8%加碼歷史
CCitigroup IncStock5,535$25.0 萬<0.1%+1,795+48.0%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,968$24.9 萬<0.1%+4,130+492.8%加碼–
GILDGilead Sciences, Inc.Stock2,901$24.9 萬<0.1%−586−16.8%減碼歷史
VALEVale S.A.SPONSORED ADS14,404$24.4 萬<0.1%−489−3.3%減碼歷史
EEni SpASPONSORED ADR8,523$24.4 萬<0.1%+1,099+14.8%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,656$24.2 萬<0.1%+1,585+2,232.4%加碼–
AEPAmerican Electric Power Co IncStock2,541$24.1 萬<0.1%−344−11.9%減碼歷史
LIILennox International IncCOM976$23.3 萬<0.1%−768−44.0%減碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT11,636$23.2 萬<0.1%+2,525+27.7%加碼–
WCNWaste Connections, Inc.COM1,742$23.1 萬<0.1%−763−30.5%減碼歷史
KLACKLA CorpCOM NEW610$23.0 萬<0.1%−26−4.1%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,599$23.0 萬<0.1%+3,412+1,824.6%加碼–
LULUlululemon athletica inc.Stock717$23.0 萬<0.1%−918−56.1%減碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG7,544$22.6 萬<0.1%+1,189+18.7%加碼–
THOThor Industries IncCOM2,985$22.5 萬<0.1%−1,564−34.4%減碼歷史
WSOWatsco IncCOM897$22.4 萬<0.1%−671−42.8%減碼歷史
PLDPrologis, Inc.REIT1,982$22.3 萬<0.1%+741+59.7%加碼歷史
CMGChipotle Mexican Grill IncCOM161$22.3 萬<0.1%−15−8.5%減碼歷史
SRESempraStock1,440$22.3 萬<0.1%+99+7.4%加碼歷史
Schwab US Tips ETF808524870ETF4,285$22.2 萬<0.1%+1,958+84.1%加碼–
PAYXPaychex IncStock1,920$22.2 萬<0.1%−380−16.5%減碼歷史
iShares Tr46434V4070-5YR HI YL CP5,369$22.0 萬<0.1%+1,072+24.9%加碼–
AMPAmeriprise Financial IncCOM693$21.6 萬<0.1%−111−13.8%減碼歷史
ZTSZoetis Inc.Stock1,469$21.5 萬<0.1%+425+40.7%加碼歷史
iShares S&P 500 Growth ETF464287309ETF3,675$21.5 萬<0.1%+3,675新進–
WisdomTree Tr97717X578EM EX ST-OWNED8,028$21.4 萬<0.1%+875+12.2%加碼–
INTUIntuit Inc.Stock548$21.3 萬<0.1%−131−19.3%減碼歷史
DOCUDocuSign, Inc.Stock3,847$21.3 萬<0.1%+3,560+1,240.4%加碼歷史
LWLamb Weston Holdings, Inc.Stock2,371$21.2 萬<0.1%00.0%不變歷史
AMTAmerican Tower CorpREIT981$20.8 萬<0.1%−403−29.1%減碼歷史
SKYChampion Homes, Inc.Stock3,970$20.4 萬<0.1%+3,970新進歷史
ENBEnbridge IncStock5,222$20.4 萬<0.1%+8+0.2%加碼歷史
STZConstellation Brands, Inc.Stock873$20.2 萬<0.1%−88−9.2%減碼歷史
SNYSanofiSPONSORED ADR4,163$20.2 萬<0.1%−1,705−29.1%減碼歷史
ROLRollins IncCOM5,488$20.1 萬<0.1%−4,196−43.3%減碼歷史
MMM3M CoStock1,653$19.8 萬<0.1%+487+41.8%加碼歷史
ISRGIntuitive Surgical IncCOM NEW737$19.6 萬<0.1%−193−20.8%減碼歷史
DLBDolby Laboratories, Inc.COM CL A2,752$19.4 萬<0.1%−2,721−49.7%減碼歷史
MOAltria Group, Inc.Stock4,244$19.4 萬<0.1%−5−0.1%減碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,200$19.1 萬<0.1%+3,200新進–
MSCIMSCI Inc.Stock409$19.1 萬<0.1%−98−19.3%減碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,689$18.9 萬<0.1%−836−7.3%減碼歷史
ALLAllstate CorpStock1,382$18.7 萬<0.1%−233−14.4%減碼歷史
AMDAdvanced Micro Devices IncStock2,893$18.7 萬<0.1%−2,684−48.1%減碼歷史
NVSNovartis AGADR2,050$18.6 萬<0.1%−524−20.4%減碼歷史
ROKRockwell Automation, IncStock721$18.6 萬<0.1%−449−38.4%減碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT3,543$17.9 萬<0.1%+3,543新進歷史
WNS Hldgs Ltd92932M101SPON ADR2,223$17.8 萬<0.1%+57+2.6%加碼–
iShares Tr46428865310-20 YR TRS ETF1,643$17.8 萬<0.1%+877+114.5%加碼–
GMGeneral Motors CoCOM5,237$17.6 萬<0.1%−2,622−33.4%減碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,528$17.6 萬<0.1%+7+0.3%加碼–
SOFISoFi Technologies, Inc.Stock38,056$17.5 萬<0.1%+37,462+6,306.7%加碼歷史
BKNGBooking Holdings Inc.Stock87$17.5 萬<0.1%+37+74.0%加碼歷史
iShares Core High Dividend ETF46429B663ETF1,681$17.5 萬<0.1%+453+36.9%加碼–
CHTRCharter Communications, Inc.CL A512$17.4 萬<0.1%+101+24.6%加碼歷史
TTETotalEnergies SESPONSORED ADS2,749$17.1 萬<0.1%+389+16.5%加碼歷史
VRTXVertex Pharmaceuticals IncStock589$17.0 萬<0.1%−7−1.2%減碼歷史
AIGAmerican International Group, Inc.Stock2,688$17.0 萬<0.1%−1,052−28.1%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR28,002$16.8 萬<0.1%+1,891+7.2%加碼歷史
DFSDiscover Financial ServicesCOM1,688$16.5 萬<0.1%−462−21.5%減碼歷史
FISFidelity National Information Services, Inc.Stock2,432$16.5 萬<0.1%−1,838−43.0%減碼歷史
OTISOtis Worldwide CorpStock2,106$16.5 萬<0.1%+80+3.9%加碼歷史
WRKWestRock CoCOM4,646$16.3 萬<0.1%−8,420−64.4%減碼歷史
FERGFerguson Enterprises Inc.SHS1,280$16.3 萬<0.1%−147−10.3%減碼歷史
YUMYum Brands IncStock1,265$16.2 萬<0.1%−77−5.7%減碼歷史
SGENSeagen Inc.COM1,259$16.2 萬<0.1%−331−20.8%減碼歷史
ARCCAres Capital CorpCEF8,709$16.1 萬<0.1%+8,709新進歷史
DKNGDraftKings Inc.Stock13,905$15.8 萬<0.1%+13,905新進歷史
SMGScotts Miracle-Gro CoStock3,258$15.8 萬<0.1%−2,443−42.9%減碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,090$15.7 萬<0.1%00.0%不變–
TUTelus CorpCOM8,104$15.6 萬<0.1%+2,060+34.1%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF1,128$15.6 萬<0.1%+1,128新進–
VMWVmware LLCCL A COM1,274$15.6 萬<0.1%+706+124.3%加碼歷史
iShares Core S&P US Value ETF464287663ETF2,211$15.6 萬<0.1%+1,444+188.3%加碼–
RELXRELX PLCSPONSORED ADR5,619$15.6 萬<0.1%+306+5.8%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR3,877$15.5 萬<0.1%−1,996−34.0%減碼歷史
MAINMain Street Capital CORPCEF4,176$15.4 萬<0.1%+3,313+383.9%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD4,698$15.4 萬<0.1%+1,160+32.8%加碼歷史
Vanguard Information Technology ETF92204A702ETF482$15.4 萬<0.1%+482新進–
CEGConstellation Energy CorpStock1,781$15.4 萬<0.1%+26+1.5%加碼歷史
NOWServiceNow, Inc.Stock394$15.3 萬<0.1%−809−67.2%減碼歷史
PHParker-Hannifin CorpStock525$15.3 萬<0.1%−45−7.9%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