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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
ITWIllinois Tool Works IncStock687$15.1 萬<0.1%+152+28.4%加碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF2,450$15.1 萬<0.1%+2,450新進–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,974$15.0 萬<0.1%00.0%不變–
BIIBBiogen Inc.COM542$15.0 萬<0.1%+200+58.5%加碼歷史
MPTMedical Properties Trust IncCOM13,456$15.0 萬<0.1%+8,183+155.2%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,182$14.9 萬<0.1%−55−4.4%減碼歷史
HCAHCA Healthcare, Inc.COM622$14.9 萬<0.1%+291+87.9%加碼歷史
GEGeneral Electric CoStock1,779$14.9 萬<0.1%+112+6.7%加碼歷史
TMUST-Mobile US, Inc.Stock1,060$14.8 萬<0.1%+196+22.7%加碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF7,005$14.8 萬<0.1%+1,215+21.0%加碼–
ZMZoom Communications, Inc.Stock2,181$14.8 萬<0.1%+1,175+116.8%加碼歷史
ROSTRoss Stores, Inc.COM1,265$14.7 萬<0.1%−186−12.8%減碼歷史
MCHPMicrochip Technology IncStock2,083$14.6 萬<0.1%−7,337−77.9%減碼歷史
iShares Russell Midcap ETF464287499ETF2,162$14.6 萬<0.1%+2,162新進–
CFGCitizens Financial Group IncCOM3,699$14.6 萬<0.1%+1,151+45.2%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,408$14.5 萬<0.1%−473−16.4%減碼歷史
BABAAlibaba Group Holding LtdADR1,623$14.3 萬<0.1%+185+12.9%加碼歷史
MZTIMarzetti CoCOM723$14.3 萬<0.1%+4+0.6%加碼歷史
AJGArthur J. Gallagher & Co.COM752$14.2 萬<0.1%−116−13.4%減碼歷史
DOWDow Inc.Stock2,810$14.2 萬<0.1%+2,126+310.8%加碼歷史
SHWSherwin Williams CoCOM596$14.2 萬<0.1%−275−31.6%減碼歷史
STLAStellantis N.V.SHS9,956$14.1 萬<0.1%+4,048+68.5%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS22,267$14.0 萬<0.1%+8,410+60.7%加碼歷史
SLBSLB LimitedStock2,590$13.9 萬<0.1%−35−1.3%減碼歷史
APTVAptiv PLCSHS1,485$13.8 萬<0.1%+278+23.0%加碼歷史
CDWCDW CorpCOM774$13.8 萬<0.1%−238−23.5%減碼歷史
MCOMoodys CorpStock495$13.8 萬<0.1%−279−36.0%減碼歷史
KBKB Financial Group Inc.SPONSORED ADR3,555$13.7 萬<0.1%+916+34.7%加碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS1,199$13.6 萬<0.1%+408+51.6%加碼歷史
XYZBlock, Inc.CL A2,168$13.6 萬<0.1%+1,631+303.7%加碼歷史
LOGILogitech International S.A.SHS2,165$13.5 萬<0.1%+293+15.7%加碼歷史
SHELShell plcADR2,364$13.5 萬<0.1%−49−2.0%減碼歷史
ITTItt Inc.COM1,654$13.4 萬<0.1%−294−15.1%減碼歷史
Timothy Plan887432326HIG DV STK ETF4,239$13.2 萬<0.1%+354+9.1%加碼–
SPGIS&P Global Inc.Stock393$13.2 萬<0.1%−107−21.4%減碼歷史
AMEAmetek IncCOM937$13.1 萬<0.1%−78−7.7%減碼歷史
SYKStryker CorpStock534$13.1 萬<0.1%+114+27.1%加碼歷史
NUENucor CorpCOM981$12.9 萬<0.1%+149+17.9%加碼歷史
CNQCanadian Natural Resources LtdCOM2,327$12.9 萬<0.1%+9+0.4%加碼歷史
DNPDNP Select Income Fund IncCOM11,450$12.9 萬<0.1%+11,450新進歷史
ARESAres Management CorpCL A COM STK1,870$12.8 萬<0.1%+1,817+3,428.3%加碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,235$12.8 萬<0.1%+12,235新進歷史
DDominion Energy, IncStock2,079$12.7 萬<0.1%+903+76.8%加碼歷史
iShares Tr4642874407-10 YR TRSY BD1,330$12.7 萬<0.1%−1,152−46.4%減碼–
APHAmphenol CorpCL A1,669$12.7 萬<0.1%+100+6.4%加碼歷史
EXCExelon CorpStock2,929$12.7 萬<0.1%−519−15.1%減碼歷史
IMOImperial Oil LtdCOM NEW2,569$12.5 萬<0.1%+16+0.6%加碼歷史
HUBSHubSpot IncCOM433$12.5 萬<0.1%+238+122.1%加碼歷史
BF.ABrown Forman CorpCL A1,898$12.5 萬<0.1%−821−30.2%減碼歷史
BFAMBright Horizons Family Solutions Inc.COM1,974$12.5 萬<0.1%−1,473−42.7%減碼歷史
LENLennar CorpCL A1,376$12.5 萬<0.1%+857+165.1%加碼歷史
WTWWillis Towers Watson PLCSHS503$12.3 萬<0.1%−3−0.6%減碼歷史
UBERUber Technologies, IncStock4,966$12.3 萬<0.1%+3,433+223.9%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock585$12.2 萬<0.1%−502−46.2%減碼歷史
SHOPShopify Inc.Stock3,511$12.2 萬<0.1%+574+19.5%加碼歷史
BKRBaker Hughes CoCL A4,097$12.1 萬<0.1%−18−0.4%減碼歷史
ARWArrow Electronics, Inc.COM1,145$12.0 萬<0.1%+180+18.7%加碼歷史
SFMSprouts Farmers Market, Inc.COM3,684$11.9 萬<0.1%+283+8.3%加碼歷史
PNCPNC Financial Services Group, Inc.Stock746$11.8 萬<0.1%−78−9.5%減碼歷史
UBSUBS Group AGStock6,205$11.6 萬<0.1%+3,104+100.1%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW17,733$11.6 萬<0.1%+12,047+211.9%加碼歷史
Vanguard Energy ETF92204A306ETF948$11.5 萬<0.1%+105+12.5%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,136$11.5 萬<0.1%+581+104.7%加碼–
EHCEncompass Health CorpCOM1,909$11.4 萬<0.1%−175−8.4%減碼歷史
VICIVici Properties Inc.COM3,522$11.4 萬<0.1%−2,526−41.8%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 34,987$11.4 萬<0.1%+3,506+236.7%加碼歷史
TELTE Connectivity plcREG SHS991$11.4 萬<0.1%+294+42.2%加碼歷史
AWRAmerican States Water CoCOM1,225$11.3 萬<0.1%+9+0.7%加碼歷史
CTSHCognizant Technology Solutions CorpCL A1,978$11.3 萬<0.1%+117+6.3%加碼歷史
LRCXLam Research CorpCOM268$11.3 萬<0.1%−194−42.0%減碼歷史
SNPSSynopsys IncCOM351$11.2 萬<0.1%+14+4.2%加碼歷史
UHAL.BU-Haul Holding CoCOM SER N2,038$11.2 萬<0.1%+2,038新進歷史
PUKPrudential PLCADR4,072$11.2 萬<0.1%−318−7.2%減碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD3,996$11.2 萬<0.1%−1,217−23.3%減碼歷史
MRNAModerna, Inc.Stock621$11.2 萬<0.1%+293+89.3%加碼歷史
GGenpact LTDSHS2,407$11.2 萬<0.1%+235+10.8%加碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$11.1 萬<0.1%00.0%不變歷史
RIORio Tinto PLCADR1,560$11.1 萬<0.1%+552+54.8%加碼歷史
TSNTyson Foods, Inc.Stock1,778$11.1 萬<0.1%−344−16.2%減碼歷史
MSIMotorola Solutions, Inc.Stock429$11.1 萬<0.1%−14−3.2%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$11.0 萬<0.1%+1,610新進–
ZBHZimmer Biomet Holdings, Inc.Stock851$10.9 萬<0.1%+67+8.5%加碼歷史
HLNHaleon plcADR13,527$10.8 萬<0.1%+3,802+39.1%加碼歷史
EMEEMCOR Group, Inc.Stock730$10.8 萬<0.1%00.0%不變歷史
CARRCarrier Global CorpStock2,618$10.8 萬<0.1%−205−7.3%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS11,782$10.7 萬<0.1%+10,396+750.1%加碼歷史
NSITInsight Enterprises IncCOM1,071$10.7 萬<0.1%+500+87.6%加碼歷史
DXCMDexcom IncCOM946$10.7 萬<0.1%+16+1.7%加碼歷史
CLColgate Palmolive CoStock1,348$10.6 萬<0.1%−102−7.0%減碼歷史
iShares Tr464287762US HLTHCARE ETF374$10.6 萬<0.1%+193+106.6%加碼–
WDSWoodside Energy Group LtdADR4,344$10.5 萬<0.1%+944+27.8%加碼歷史
MTBM&T Bank CorpCOM719$10.4 萬<0.1%−4−0.6%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM366$10.4 萬<0.1%+87+31.2%加碼歷史
DLRDigital Realty Trust, Inc.COM1,033$10.4 萬<0.1%+176+20.5%加碼歷史
BSXBoston Scientific CorpStock2,229$10.3 萬<0.1%−713−24.2%減碼歷史
iShares Tips Bond ETF464287176ETF965$10.3 萬<0.1%−2,018−67.7%減碼–
WDAYWorkday, Inc.CL A611$10.2 萬<0.1%+6+1.0%加碼歷史
APDAir Products & Chemicals, Inc.Stock330$10.2 萬<0.1%−53−13.8%減碼歷史
MNSTMonster Beverage CorpCOM1,001$10.2 萬<0.1%+152+17.9%加碼歷史
SYFSynchrony FinancialCOM3,087$10.1 萬<0.1%+869+39.2%加碼歷史

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