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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
GHCGraham Holdings CoCOM CL B127$7.67 萬<0.1%00.0%不變歷史
IFFInternational Flavors & Fragrances IncCOM730$7.66 萬<0.1%+242+49.6%加碼歷史
EGEverest Group, Ltd.COM230$7.62 萬<0.1%+116+101.8%加碼歷史
TRPTC Energy CorpCOM1,910$7.61 萬<0.1%−165−8.0%減碼歷史
DECKDeckers Outdoor CorpCOM190$7.58 萬<0.1%00.0%不變歷史
ATVIActivision Blizzard, Inc.COM990$7.58 萬<0.1%−382−27.8%減碼歷史
MARMarriott International IncStock508$7.56 萬<0.1%−37−6.8%減碼歷史
WYWeyerhaeuser CoCOM NEW2,407$7.46 萬<0.1%+828+52.4%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$7.45 萬<0.1%00.0%不變–
SEESealed Air CorpCOM1,487$7.42 萬<0.1%+262+21.4%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,340$7.38 萬<0.1%+6+0.4%加碼–
IPGPIpg Photonics CorpCOM779$7.37 萬<0.1%+779新進歷史
AMAntero Midstream CorpStock6,818$7.36 萬<0.1%+6,818新進歷史
AEGAegon Ltd.NY REGISTRY SHS14,505$7.31 萬<0.1%+11,327+356.4%加碼歷史
ANETArista Networks, Inc.COM601$7.29 萬<0.1%+62+11.5%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM1,098$7.26 萬<0.1%+7+0.6%加碼歷史
ZSZscaler, Inc.Stock649$7.26 萬<0.1%+649新進歷史
iShares Tr464287622RUS 1000 ETF343$7.22 萬<0.1%+196+133.3%加碼–
RNGRingCentral, Inc.CL A2,038$7.21 萬<0.1%+1,815+813.9%加碼歷史
AXSAxis Capital Holdings LtdSHS1,324$7.17 萬<0.1%+1,324新進歷史
FTVFortive CorpStock1,115$7.16 萬<0.1%+84+8.1%加碼歷史
ABBNYABB LtdSPONSORED ADR2,339$7.13 萬<0.1%−299−11.3%減碼歷史
FHIFederated Hermes, Inc.CL B1,962$7.12 萬<0.1%+1,199+157.1%加碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW1,865$7.09 萬<0.1%+1,865新進–
iShares Core S&P U.S. Growth ETF464287671ETF870$7.09 萬<0.1%+499+134.5%加碼–
XYLXylem Inc.COM641$7.09 萬<0.1%00.0%不變歷史
HUNHuntsman CORPCOM2,567$7.05 萬<0.1%+2,567新進歷史
GRCGorman Rupp CoCOM2,740$7.02 萬<0.1%−45−1.6%減碼歷史
WITWipro LtdSPON ADR 1 SH14,961$6.97 萬<0.1%+13,742+1,127.3%加碼歷史
DLTRDollar Tree, Inc.COM492$6.96 萬<0.1%+23+4.9%加碼歷史
IIPRInnovative Industrial Properties IncCOM682$6.91 萬<0.1%+264+63.2%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$6.89 萬<0.1%00.0%不變–
CWTCalifornia Water Service GroupCOM1,123$6.81 萬<0.1%+9+0.8%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF2,213$6.79 萬<0.1%−5,963−72.9%減碼–
NYTNew York Times CoCL A2,090$6.78 萬<0.1%00.0%不變歷史
FCFSFirstCash Holdings, Inc.COM778$6.76 萬<0.1%+670+620.4%加碼歷史
iShares Tr46435G474FALN ANGLS USD2,722$6.70 萬<0.1%−3,358−55.2%減碼–
XELXcel Energy IncStock946$6.63 萬<0.1%+206+27.8%加碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS9,272$6.63 萬<0.1%+9,272新進歷史
SPSCSPS Commerce IncCOM516$6.63 萬<0.1%00.0%不變歷史
SYYSysco CorpStock861$6.58 萬<0.1%+326+60.9%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF524$6.52 萬<0.1%+238+83.2%加碼–
LCIILci IndustriesCOM701$6.48 萬<0.1%−494−41.3%減碼歷史
WDCWestern Digital CorpCOM2,050$6.47 萬<0.1%+1,551+310.8%加碼歷史
INGING Groep NVSPONSORED ADR5,292$6.44 萬<0.1%+2,197+71.0%加碼歷史
BBWIBath & Body Works, Inc.COM1,525$6.43 萬<0.1%+276+22.1%加碼歷史
ALLYAlly Financial Inc.Stock2,615$6.39 萬<0.1%+2,383+1,027.2%加碼歷史
PEGPublic Service Enterprise Group IncCOM1,042$6.38 萬<0.1%+90+9.5%加碼歷史
BGBunge Global SACOM639$6.38 萬<0.1%+449+236.3%加碼歷史
DPZDominos Pizza IncCOM184$6.37 萬<0.1%+182+9,100.0%加碼歷史
CBRECbre Group, Inc.CL A828$6.37 萬<0.1%−1,176−58.7%減碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT5,524$6.36 萬<0.1%−2,693−32.8%減碼歷史
GGBGerdau S.A.SPON ADR REP PFD11,485$6.36 萬<0.1%−127−1.1%減碼歷史
CMSCMS Energy CorpCOM1,003$6.35 萬<0.1%−10−1.0%減碼歷史
PPLIPeople IncCOM NEW1,427$6.34 萬<0.1%+1,427新進歷史
ORIOld Republic International CorpCOM2,623$6.33 萬<0.1%−1,533−36.9%減碼歷史
TPLTexas Pacific Land CorpStock27$6.33 萬<0.1%00.0%不變歷史
WBAWalgreens Boots Alliance, Inc.COM1,692$6.32 萬<0.1%+777+84.9%加碼歷史
TTCToro CoCOM557$6.31 萬<0.1%00.0%不變歷史
MKTXMarketaxess Holdings IncCOM226$6.30 萬<0.1%+169+296.5%加碼歷史
MTDRMatador Resources CoCOM1,100$6.30 萬<0.1%−18−1.6%減碼歷史
CTLTCatalent, Inc.COM1,397$6.29 萬<0.1%+1,391+23,183.3%加碼歷史
RITMRithm Capital Corp.REIT7,690$6.28 萬<0.1%+7,593+7,827.8%加碼歷史
TTTrane Technologies plcSHS373$6.27 萬<0.1%+10+2.8%加碼歷史
LLoews CorpCOM1,073$6.26 萬<0.1%+228+27.0%加碼歷史
ABNBAirbnb, Inc.Stock732$6.26 萬<0.1%+423+136.9%加碼歷史
iShares Tr46436E601ESG MSCI EM LDRS1,467$6.25 萬<0.1%−524−26.3%減碼–
CARAvis Budget Group, Inc.COM381$6.25 萬<0.1%+350+1,129.0%加碼歷史
FHNFirst Horizon CorpCOM2,546$6.24 萬<0.1%+10+0.4%加碼歷史
HSYHershey CoCOM269$6.23 萬<0.1%+125+86.8%加碼歷史
LXPLXP Industrial TrustCOM6,212$6.22 萬<0.1%−3,412−35.5%減碼歷史
SMCISuper Micro Computer, Inc.COM755$6.20 萬<0.1%+755新進歷史
APOApollo Global Management, Inc.COM971$6.19 萬<0.1%+239+32.7%加碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE1,982$6.19 萬<0.1%00.0%不變–
STWDStarwood Property Trust, Inc.COM3,372$6.18 萬<0.1%−664−16.5%減碼歷史
VRTVertiv Holdings CoCOM CL A4,518$6.17 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock642$6.17 萬<0.1%+299+87.2%加碼歷史
VNTVontier CorpStock3,191$6.17 萬<0.1%+1,333+71.7%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF996$6.14 萬<0.1%+86+9.5%加碼–
SMPLSimply Good Foods CoCOM1,606$6.11 萬<0.1%+1,412+727.8%加碼歷史
HEI.AHeico CorpCL A509$6.10 萬<0.1%−137−21.2%減碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,170$6.10 萬<0.1%−139−10.6%減碼歷史
EQNREquinor ASASPONSORED ADR1,702$6.09 萬<0.1%+1,056+163.5%加碼歷史
SRCLStericycle IncCOM1,221$6.09 萬<0.1%−86−6.6%減碼歷史
HESHess CorpStock429$6.08 萬<0.1%−93−17.8%減碼歷史
VFCV F CorpStock2,203$6.08 萬<0.1%−1,280−36.7%減碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,395$6.08 萬<0.1%+1,395新進–
ORANYOrangeSPONSORED ADR6,139$6.07 萬<0.1%+4,897+394.3%加碼歷史
TRVTravelers Companies, Inc.Stock323$6.06 萬<0.1%+66+25.7%加碼歷史
LOPEGrand Canyon Education, Inc.COM572$6.04 萬<0.1%−29−4.8%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,473$6.02 萬<0.1%+490+49.8%加碼–
EXPDExpeditors International of Washington IncCOM579$6.02 萬<0.1%−313−35.1%減碼歷史
SAPSAP SEADR582$6.01 萬<0.1%+71+13.9%加碼歷史
ALEAllete IncCOM NEW930$6.00 萬<0.1%+930新進歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF2,121$5.98 萬<0.1%−250−10.5%減碼–
SANBanco Santander, S.A.ADR20,213$5.96 萬<0.1%+4,452+28.2%加碼歷史
SUSuncor Energy IncStock1,877$5.96 萬<0.1%+325+20.9%加碼歷史
GLOBGlobant S.A.COM354$5.95 萬<0.1%+97+37.7%加碼歷史
CAHCardinal Health IncStock770$5.92 萬<0.1%+128+19.9%加碼歷史
THGHanover Insurance Group, Inc.COM437$5.91 萬<0.1%+315+258.2%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