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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
MAPSWM Technology, Inc.COM100,316$10.1 萬<0.1%00.0%不變歷史
EVREvercore Inc.CLASS A928$10.1 萬<0.1%+105+12.8%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF652$10.1 萬<0.1%00.0%不變–
iShares Core MSCI Emerging Markets ETF46434G103ETF2,166$10.1 萬<0.1%+1,516+233.2%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,996$10.1 萬<0.1%+281+16.4%加碼–
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF3,050$10.1 萬<0.1%+3,050新進–
WMWaste Management IncStock639$10.0 萬<0.1%−137−17.7%減碼歷史
UALUnited Airlines Holdings, Inc.COM2,649$9.99 萬<0.1%−595−18.3%減碼歷史
STLDSteel Dynamics IncCOM1,019$9.96 萬<0.1%00.0%不變歷史
MROMarathon Oil CorpCOM3,677$9.95 萬<0.1%−1,519−29.2%減碼歷史
KRKroger CoStock2,221$9.90 萬<0.1%−466−17.3%減碼歷史
CTVACorteva, Inc.Stock1,681$9.88 萬<0.1%−503−23.0%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,991$9.86 萬<0.1%00.0%不變–
KHCKraft Heinz CoStock2,415$9.83 萬<0.1%+1,389+135.4%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF8,790$9.83 萬<0.1%−56,225−86.5%減碼–
NXPINXP Semiconductors N.V.COM620$9.80 萬<0.1%−1,806−74.4%減碼歷史
RJFRaymond James Financial IncCOM916$9.79 萬<0.1%−150−14.1%減碼歷史
UGIUgi CorpStock2,637$9.78 萬<0.1%+2,258+595.8%加碼歷史
GIBCgi IncCL A1,126$9.70 萬<0.1%+162+16.8%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A127$9.63 萬<0.1%−1−0.8%減碼歷史
FCXFreeport-McMoran IncStock2,519$9.57 萬<0.1%−2,237−47.0%減碼歷史
NWSANews CorpCL A5,240$9.54 萬<0.1%+623+13.5%加碼歷史
METMetlife IncStock1,314$9.51 萬<0.1%+401+43.9%加碼歷史
DSGXDescartes Systems Group IncCOM1,351$9.41 萬<0.1%00.0%不變歷史
Vanguard Industrials ETF92204A603ETF515$9.41 萬<0.1%+515新進–
STXSeagate Technology Holdings plcORD SHS1,787$9.40 萬<0.1%+1,620+970.1%加碼歷史
GWWW.W. Grainger, Inc.Stock169$9.40 萬<0.1%−3−1.7%減碼歷史
NETCloudflare, Inc.CL A COM2,076$9.39 萬<0.1%+1,778+596.6%加碼歷史
TDGTransDigm Group INCCOM149$9.36 萬<0.1%−5−3.2%減碼歷史
LVSLas Vegas Sands CorpCOM1,948$9.36 萬<0.1%+872+81.0%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD4,037$9.30 萬<0.1%00.0%不變–
BF.BBrown Forman CorpStock1,416$9.30 萬<0.1%+119+9.2%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW19,406$9.30 萬<0.1%+3,399+21.2%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW6,170$9.25 萬<0.1%−3,105−33.5%減碼歷史
FFord Motor CoStock7,919$9.21 萬<0.1%−3,701−31.9%減碼歷史
TWNKHostess Brands, Inc.CL A4,101$9.20 萬<0.1%−364−8.2%減碼歷史
GGGGraco IncCOM1,368$9.20 萬<0.1%+8+0.6%加碼歷史
ALGNAlign Technology IncCOM436$9.20 萬<0.1%+328+303.7%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF1,095$9.15 萬<0.1%+526+92.4%加碼–
TTDTrade Desk, Inc.Stock2,022$9.06 萬<0.1%−546−21.3%減碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR6,427$9.06 萬<0.1%+6,427新進歷史
AERAerCap Holdings N.V.SHS1,540$8.98 萬<0.1%+14+0.9%加碼歷史
TSCOTractor Supply CoCOM396$8.91 萬<0.1%+359+970.3%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,634$8.90 萬<0.1%+442+37.1%加碼歷史
GSKGSK plcADR2,527$8.88 萬<0.1%−111−4.2%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF821$8.88 萬<0.1%+15+1.9%加碼–
AVTAvnet IncCOM2,119$8.81 萬<0.1%+434+25.8%加碼歷史
RSReliance, Inc.COM435$8.81 萬<0.1%−4−0.9%減碼歷史
EAElectronic Arts Inc.COM718$8.77 萬<0.1%−546−43.2%減碼歷史
MGAMagna International IncCOM1,560$8.76 萬<0.1%+1,513+3,219.1%加碼歷史
TRTNTriton International LtdCL A1,265$8.70 萬<0.1%+14+1.1%加碼歷史
IDXXIDEXX Laboratories IncCOM213$8.69 萬<0.1%+31+17.0%加碼歷史
WSMWilliams Sonoma IncCOM755$8.68 萬<0.1%+33+4.6%加碼歷史
WELLWelltower Inc.REIT1,320$8.65 萬<0.1%+1,004+317.7%加碼歷史
HLIHoulihan Lokey, Inc.CL A992$8.65 萬<0.1%+804+427.7%加碼歷史
QSQuantumScape CorpCOM CL A15,212$8.63 萬<0.1%+15,162+30,324.0%加碼歷史
KFYKorn FerryCOM NEW1,698$8.60 萬<0.1%+277+19.5%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX525$8.59 萬<0.1%00.0%不變–
IQVIQVIA Holdings Inc.Stock418$8.56 萬<0.1%−159−27.6%減碼歷史
COOPMaverick Merger Sub 2, LLCCOM2,132$8.56 萬<0.1%+35+1.7%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS3,098$8.53 萬<0.1%−553−15.1%減碼歷史
BCCBoise Cascade CoCOM1,239$8.51 萬<0.1%−104−7.7%減碼歷史
WWEWorld Wrestling Entertainment, LLCCL A1,241$8.50 萬<0.1%00.0%不變歷史
ORealty Income CorpREIT1,338$8.49 萬<0.1%+878+190.9%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,085$8.48 萬<0.1%+67+6.6%加碼歷史
EBAYeBay IncCOM2,042$8.47 萬<0.1%+681+50.0%加碼歷史
COFCapital One Financial CorpStock906$8.42 萬<0.1%−256−22.0%減碼歷史
LSTRLandstar System IncCOM514$8.37 萬<0.1%+5+1.0%加碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA4,076$8.35 萬<0.1%+4,076新進–
GDDYGoDaddy Inc.CL A1,110$8.31 萬<0.1%−163−12.8%減碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A2,488$8.23 萬<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC2,266$8.22 萬<0.1%+481+26.9%加碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF776$8.18 萬<0.1%+63+8.8%加碼–
iShares Tr464288570ESG MSCI KLD ETF1,135$8.15 萬<0.1%−3,086−73.1%減碼–
BDXBecton Dickinson & CoStock319$8.12 萬<0.1%−91−22.2%減碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW3,789$8.12 萬<0.1%−749−16.5%減碼歷史
BHPBHP Group LtdADR1,304$8.09 萬<0.1%+701+116.3%加碼歷史
SJMJ M SMUCKER CoStock510$8.08 萬<0.1%+3+0.6%加碼歷史
MDBMongoDB, Inc.CL A410$8.07 萬<0.1%+371+951.3%加碼歷史
Vanguard Financials ETF92204A405ETF974$8.06 萬<0.1%+699+254.2%加碼–
VanEck ETF Trust92189F486IG FLOA RATE ETF3,226$8.03 萬<0.1%+1,244+62.8%加碼–
iShares Tr46429B7470-5 YR TIPS ETF826$8.01 萬<0.1%−346−29.5%減碼–
BAXBaxter International IncStock1,567$7.99 萬<0.1%+773+97.4%加碼歷史
SSBSouthState Bank CorpCOM1,043$7.96 萬<0.1%00.0%不變歷史
LYBLyondellBasell Industries N.V.SHS - A -957$7.95 萬<0.1%+518+118.0%加碼歷史
ICLICL Group Ltd.SHS10,857$7.94 萬<0.1%+9,455+674.4%加碼歷史
CFCF Industries Holdings, Inc.COM930$7.92 萬<0.1%+155+20.0%加碼歷史
BTGB2GOLD CorpCOM22,117$7.90 萬<0.1%+671+3.1%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF1,748$7.89 萬<0.1%00.0%不變–
iShares Tr464288281JPMORGAN USD EMG933$7.89 萬<0.1%−24−2.5%減碼–
VRSNVerisign IncCOM384$7.89 萬<0.1%+154+67.0%加碼歷史
TRGPTarga Resources Corp.COM1,067$7.84 萬<0.1%−7−0.7%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM3,329$7.81 萬<0.1%−1,725−34.1%減碼歷史
CLXClorox CoStock555$7.79 萬<0.1%−73−11.6%減碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50282$7.78 萬<0.1%+282新進–
NTAPNetApp, Inc.Stock1,296$7.78 萬<0.1%−3,955−75.3%減碼歷史
CNCCentene CorpStock947$7.77 萬<0.1%+410+76.4%加碼歷史
SNOWSnowflake Inc.Stock541$7.77 萬<0.1%+117+27.6%加碼歷史
HIWHighwoods Properties, Inc.COM2,762$7.73 萬<0.1%+2,762新進歷史
TRNTrinity Industries IncCOM2,613$7.73 萬<0.1%−245−8.6%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