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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
AVTRAvantor, Inc.COM2,789$5.88 萬<0.1%+1,302+87.6%加碼歷史
ADSKAutodesk, Inc.COM314$5.87 萬<0.1%+7+2.3%加碼歷史
AESAES CorpStock2,030$5.84 萬<0.1%+1,087+115.3%加碼歷史
QDELQuidelOrtho CorpCOM681$5.83 萬<0.1%+681新進歷史
BNTXBioNTech SESPONSORED ADS388$5.83 萬<0.1%+388新進歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$5.80 萬<0.1%+50新進–
WECWec Energy Group, Inc.Stock615$5.77 萬<0.1%+151+32.5%加碼歷史
CPTCamden Property TrustREIT513$5.74 萬<0.1%+499+3,564.3%加碼歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF1,350$5.73 萬<0.1%−2,086−60.7%減碼–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD2,938$5.73 萬<0.1%−1,155−28.2%減碼–
Victory Portfolios II92647N865VCSHS US LRG CAP970$5.71 萬<0.1%+970新進–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM2,563$5.71 萬<0.1%+20+0.8%加碼–
RBLXRoblox CorpStock2,005$5.71 萬<0.1%+1,884+1,557.0%加碼歷史
FOXAFox CorpCL A COM1,876$5.70 萬<0.1%−2,590−58.0%減碼歷史
CABOCable One, Inc.COM80$5.70 萬<0.1%−54−40.3%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH1,810$5.69 萬<0.1%+1,810新進歷史
OKEONEOK IncCOM864$5.68 萬<0.1%+452+109.7%加碼歷史
Nuveen PFD & Incm Securties67072C105COM8,312$5.65 萬<0.1%+8,186+6,496.8%加碼–
PBFPBF Energy Inc.CL A1,386$5.65 萬<0.1%+507+57.7%加碼歷史
FNFabrinetSHS440$5.64 萬<0.1%+236+115.7%加碼歷史
ROKURoku, IncCOM CL A1,384$5.63 萬<0.1%+1,362+6,190.9%加碼歷史
CNPCenterpoint Energy IncCOM1,859$5.57 萬<0.1%−175−8.6%減碼歷史
BNLBroadstone Net Lease, Inc.COM3,434$5.57 萬<0.1%+3,434新進歷史
FSLYFastly, Inc.CL A6,791$5.56 萬<0.1%+6,791新進歷史
LDOSLeidos Holdings, Inc.COM527$5.54 萬<0.1%+13+2.5%加碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF713$5.54 萬<0.1%+713新進–
EQHEquitable Holdings, Inc.COM1,921$5.51 萬<0.1%+333+21.0%加碼歷史
iShares U S ETF Tr46431W598BLOOMBERG ROLL1,009$5.50 萬<0.1%+425+72.8%加碼–
NTRNutrien Ltd.COM751$5.48 萬<0.1%+528+236.8%加碼歷史
AIZAssurant, Inc.Stock438$5.48 萬<0.1%−145−24.9%減碼歷史
PRUPrudential Financial IncStock548$5.45 萬<0.1%+301+121.9%加碼歷史
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS2,362$5.43 萬<0.1%+1,539+187.0%加碼–
GSBDGoldman Sachs BDC, Inc.SHS3,960$5.43 萬<0.1%+3,960新進歷史
PDCEPDC Energy, Inc.COM853$5.41 萬<0.1%−592−41.0%減碼歷史
iShares Tr46429B333GNMA BOND ETF1,240$5.39 萬<0.1%+1,240新進–
CIENCiena CorpCOM NEW1,055$5.38 萬<0.1%−110−9.4%減碼歷史
ROPRoper Technologies IncStock124$5.36 萬<0.1%−48−27.9%減碼歷史
PSAPublic StorageCOM190$5.33 萬<0.1%−851−81.7%減碼歷史
CTASCintas CorpStock118$5.33 萬<0.1%−12−9.2%減碼歷史
DDOGDatadog, Inc.CL A COM725$5.33 萬<0.1%+556+329.0%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM8,136$5.30 萬<0.1%+699+9.4%加碼歷史
LEALear CorpCOM NEW425$5.28 萬<0.1%+141+49.6%加碼歷史
iShares Tr464287150CORE S&P TTL STK621$5.27 萬<0.1%00.0%不變–
WPPWPP plcADR1,068$5.25 萬<0.1%+321+43.0%加碼歷史
FHBFirst Hawaiian, Inc.COM2,008$5.23 萬<0.1%00.0%不變歷史
CPNGCoupang, Inc.CL A3,547$5.22 萬<0.1%+500+16.4%加碼歷史
CGCarlyle Group Inc.COM1,746$5.21 萬<0.1%+1,645+1,628.7%加碼歷史
AGRAvangrid, Inc.COM1,211$5.20 萬<0.1%−1,000−45.2%減碼歷史
TRMBTrimble Inc.COM1,029$5.20 萬<0.1%+663+181.1%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock5,475$5.19 萬<0.1%+2,809+105.4%加碼歷史
LUVSouthwest Airlines CoCOM1,536$5.17 萬<0.1%+807+110.7%加碼歷史
ELANElanco Animal Health IncCOM4,229$5.17 萬<0.1%+3,350+381.1%加碼歷史
COHRCoherent Corp.COM1,470$5.16 萬<0.1%+1,462+18,275.0%加碼歷史
CORCencora, Inc.Stock311$5.15 萬<0.1%00.0%不變歷史
BLDRBuilders FirstSource, Inc.Stock789$5.12 萬<0.1%+621+369.6%加碼歷史
iShares Tr46428743220 YR TR BD ETF514$5.12 萬<0.1%−942−64.7%減碼–
EIXEdison InternationalStock797$5.07 萬<0.1%+422+112.5%加碼歷史
OTEXOpen Text CorpCOM1,702$5.04 萬<0.1%−876−34.0%減碼歷史
RGAReinsurance Group of America IncCOM NEW354$5.03 萬<0.1%−48−11.9%減碼歷史
MPWRMonolithic Power Systems, Inc.COM142$5.02 萬<0.1%−159−52.8%減碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF165$5.02 萬<0.1%+165新進–
CHRDChord Energy CorpCOM NEW366$5.01 萬<0.1%00.0%不變歷史
SSRMSSR Mining Inc.Stock3,195$5.01 萬<0.1%+306+10.6%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH1,474$4.97 萬<0.1%+611+70.8%加碼–
BYDBoyd Gaming CorpCOM909$4.96 萬<0.1%−609−40.1%減碼歷史
JLLJones Lang Lasalle IncCOM311$4.96 萬<0.1%−14−4.3%減碼歷史
PTCPTC Inc.Stock412$4.95 萬<0.1%+54+15.1%加碼歷史
WCCWesco International IncCOM395$4.95 萬<0.1%−74−15.8%減碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,050$4.94 萬<0.1%+1,050新進–
TVGrupo Televisa, S.A.B.SPON ADR REP ORD10,827$4.94 萬<0.1%+10,619+5,105.3%加碼歷史
UHALU-Haul Holding CoCOM818$4.92 萬<0.1%+818新進歷史
DASHDoorDash, Inc.Stock1,007$4.92 萬<0.1%+905+887.3%加碼歷史
PORPortland General Electric CoCOM NEW995$4.88 萬<0.1%+822+475.1%加碼歷史
VMCVulcan Materials COCOM276$4.83 萬<0.1%−84−23.3%減碼歷史
FTNTFortinet, Inc.Stock987$4.83 萬<0.1%−345−25.9%減碼歷史
WSTWest Pharmaceutical Services IncCOM205$4.82 萬<0.1%+147+253.4%加碼歷史
PFGPrincipal Financial Group IncCOM574$4.82 萬<0.1%00.0%不變歷史
Vanguard Materials ETF92204A801ETF283$4.82 萬<0.1%+283新進–
AMGAffiliated Managers Group, Inc.Stock304$4.82 萬<0.1%−219−41.9%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF1,070$4.79 萬<0.1%+880+463.2%加碼–
LPXLouisiana-Pacific CorpCOM809$4.79 萬<0.1%+793+4,956.3%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF743$4.78 萬<0.1%−44−5.6%減碼–
LUMNLumen Technologies, Inc.Stock9,113$4.76 萬<0.1%+6,861+304.7%加碼歷史
FASTFastenal CoStock1,004$4.75 萬<0.1%+516+105.7%加碼歷史
TMToyota Motor CorpADS346$4.73 萬<0.1%−225−39.4%減碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF1,302$4.68 萬<0.1%+1,302新進–
SUNSunoco LPCOM UT REP LP1,084$4.67 萬<0.1%+1,084新進歷史
COOKTraeger, Inc.COMMON STOCK16,500$4.65 萬<0.1%+16,500新進歷史
OHIOmega Healthcare Investors IncCOM1,660$4.64 萬<0.1%+1,544+1,331.0%加碼歷史
FWRDForward Air CorpCOM442$4.64 萬<0.1%00.0%不變歷史
STORStore Capital LLCCOM1,441$4.62 萬<0.1%+1,380+2,262.3%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,068$4.60 萬<0.1%+3,068新進歷史
iShares Tr464287796U.S. ENERGY ETF987$4.59 萬<0.1%−293−22.9%減碼–
XPOXPO, Inc.COM1,365$4.54 萬<0.1%−3,975−74.4%減碼歷史
ETSYEtsy IncCOM378$4.53 萬<0.1%−98−20.6%減碼歷史
TROWPrice T Rowe Group IncStock414$4.51 萬<0.1%−319−43.5%減碼歷史
HBANHuntington Bancshares IncCOM3,200$4.51 萬<0.1%+627+24.4%加碼歷史
SPOTSpotify Technology S.A.Stock571$4.51 萬<0.1%+471+471.0%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 107,716$4.51 萬<0.1%+7,716新進歷史
ABGAsbury Automotive Group IncCOM250$4.48 萬<0.1%+215+614.3%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