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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
GNRCGenerac Holdings Inc.Stock445$4.48 萬<0.1%+337+312.0%加碼歷史
TXTernium S.A.SPONSORED ADS1,465$4.48 萬<0.1%+1,465新進歷史
iShares Tr464288372GLB INFRASTR ETF976$4.47 萬<0.1%+3+0.3%加碼–
Victory Portfolios II92647N881VCSHS INTL HG DV1,527$4.47 萬<0.1%+19+1.3%加碼–
PEOAdams Natural Resources Fund, Inc.COM2,038$4.44 萬<0.1%+2,038新進歷史
PATHUiPath, Inc.Stock3,492$4.44 萬<0.1%+3,452+8,630.0%加碼歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL281$4.41 萬<0.1%−106−27.4%減碼–
CPAYCorpay, Inc.COM239$4.39 萬<0.1%00.0%不變歷史
MTCHMatch Group, Inc.COM1,057$4.39 萬<0.1%+827+359.6%加碼歷史
TDToronto Dominion BankStock676$4.38 萬<0.1%+315+87.3%加碼歷史
MLIMueller Industries IncCOM738$4.36 萬<0.1%−850−53.5%減碼歷史
Paramount Global92556H206CL B2,579$4.35 萬<0.1%+1,922+292.5%加碼–
PECOPhillips Edison & Company, Inc.COMMON STOCK1,360$4.33 萬<0.1%00.0%不變歷史
AFRMAffirm Holdings, Inc.COM CL A4,462$4.31 萬<0.1%+3,816+590.7%加碼歷史
AEISAdvanced Energy Industries IncCOM501$4.30 萬<0.1%+9+1.8%加碼歷史
SSNCSS&C Technologies Holdings IncCOM824$4.29 萬<0.1%−275−25.0%減碼歷史
CHKPCheck Point Software Technologies LtdORD339$4.28 萬<0.1%+157+86.3%加碼歷史
SLABSilicon Laboratories Inc.Stock314$4.26 萬<0.1%00.0%不變歷史
iShares Tr46436E759ESG EAFE ETF783$4.25 萬<0.1%−2,048−72.3%減碼–
AXONAxon Enterprise, Inc.COM256$4.25 萬<0.1%+256新進歷史
OKTAOkta, Inc.CL A621$4.24 萬<0.1%+621新進歷史
NLYAnnaly Capital Management IncREIT2,010$4.24 萬<0.1%+1,895+1,647.8%加碼歷史
ZDZiff Davis, Inc.COM532$4.21 萬<0.1%+532新進歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD1,511$4.20 萬<0.1%+1,511新進歷史
EQTEQT CorpStock1,242$4.20 萬<0.1%−145−10.5%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$4.18 萬<0.1%00.0%不變歷史
Victory Portfolios II92647N527CORE BD ETF919$4.18 萬<0.1%+8+0.9%加碼–
PCARPaccar IncCOM420$4.16 萬<0.1%+86+25.7%加碼歷史
SANMSanmina CorpCOM725$4.15 萬<0.1%+17+2.4%加碼歷史
NPKINPK International Inc.COM SHS10,000$4.15 萬<0.1%00.0%不變歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH223$4.15 萬<0.1%+2+0.9%加碼–
CRHCRH Public Ltd CoADR1,029$4.09 萬<0.1%+359+53.6%加碼歷史
VODVodafone Group Public Ltd CoADR4,045$4.09 萬<0.1%+3,331+466.5%加碼歷史
iShares Tr46435G102CONV BD ETF589$4.09 萬<0.1%+67+12.8%加碼–
LNGCheniere Energy, Inc.COM NEW272$4.08 萬<0.1%+119+77.8%加碼歷史
WBSWebster Financial CorpCOM859$4.06 萬<0.1%−30−3.4%減碼歷史
VMRKVivmark ResidentialSH BEN INT685$4.04 萬<0.1%+275+67.1%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM3,576$4.03 萬<0.1%+2,990+510.2%加碼歷史
AGOAssured Guaranty LtdCOM646$4.02 萬<0.1%00.0%不變歷史
MCMoelis & CoCL A1,044$4.01 萬<0.1%−1,165−52.7%減碼歷史
iShares Tr46435U663ESG AWARE MSCI1,217$4.00 萬<0.1%−3,975−76.6%減碼–
ALVAutoliv IncCOM521$3.99 萬<0.1%+521新進歷史
SRSpire IncCOM576$3.97 萬<0.1%−1,029−64.1%減碼歷史
JDJD.com, Inc.SPON ADS CL A707$3.97 萬<0.1%−575−44.9%減碼歷史
WALWestern Alliance BancorporationCOM666$3.97 萬<0.1%+666新進歷史
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$3.96 萬<0.1%+5,169新進–
SPDR Series Trust78464A664ST LON TREAS ETF1,358$3.94 萬<0.1%+1,358新進–
FRTFederal Realty Investment TrustSH BEN INT NEW390$3.94 萬<0.1%+347+807.0%加碼歷史
ILMNIllumina, Inc.COM194$3.92 萬<0.1%+76+64.4%加碼歷史
HIGHartford Insurance Group, Inc.Stock517$3.92 萬<0.1%−116−18.3%減碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW111,071$3.92 萬<0.1%−678−38.8%減碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF868$3.92 萬<0.1%+100+13.0%加碼–
ProShares Tr74347R131SHRT HGH YIELD2,056$3.91 萬<0.1%+2,056新進–
AWFAlliancebernstein Global High Income Fund IncCOM4,233$3.90 萬<0.1%+4,000+1,716.7%加碼歷史
VEEVVeeva Systems IncStock241$3.89 萬<0.1%+128+113.3%加碼歷史
RNRRenaissancere Holdings LtdCOM208$3.83 萬<0.1%+208新進歷史
AAgilent Technologies, Inc.COM256$3.83 萬<0.1%−42−14.1%減碼歷史
LBTYKLiberty Global Ltd.SHS CL C1,961$3.81 萬<0.1%−36−1.8%減碼歷史
LTCLTC Properties IncREIT1,071$3.81 萬<0.1%+635+145.6%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE630$3.80 萬<0.1%+106+20.2%加碼歷史
AGNCAGNC Investment Corp.REIT3,666$3.79 萬<0.1%+2,351+178.8%加碼歷史
UCBUnited Community Banks IncCOM1,122$3.79 萬<0.1%−1−0.1%減碼歷史
LADRLadder Capital CorpCL A3,770$3.79 萬<0.1%+3,770新進歷史
GRMNGarmin LtdSHS410$3.78 萬<0.1%+362+754.2%加碼歷史
LSCCLattice Semiconductor CorpCOM582$3.78 萬<0.1%−466−44.5%減碼歷史
GDGeneral Dynamics CorpStock152$3.77 萬<0.1%+58+61.7%加碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT1,782$3.74 萬<0.1%+206+13.1%加碼–
BNYBank of New York Mellon CorpStock820$3.73 萬<0.1%−128−13.5%減碼歷史
TRUTransUnionCOM657$3.73 萬<0.1%+657新進歷史
MANManpowerGroup Inc.COM448$3.73 萬<0.1%−325−42.0%減碼歷史
FITBFifth Third BancorpCOM1,129$3.71 萬<0.1%+190+20.2%加碼歷史
RACEFerrari N.V.COM173$3.71 萬<0.1%+76+78.4%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM253$3.69 萬<0.1%+131+107.4%加碼歷史
BKHBlack Hills CorpCOM521$3.66 萬<0.1%+446+594.7%加碼歷史
iShares Tr464287580US CONSUM DISCRE640$3.65 萬<0.1%+640新進–
TECKTeck Resources LtdCL B960$3.63 萬<0.1%+897+1,423.8%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US1,666$3.63 萬<0.1%−5,565−77.0%減碼–
YETIYETI Holdings, Inc.COM875$3.61 萬<0.1%+875新進歷史
SIVBSVB Financial GroupCOM157$3.61 萬<0.1%+104+196.2%加碼歷史
VTRSViatris IncStock3,245$3.61 萬<0.1%+1,704+110.6%加碼歷史
OLNOLIN CorpStock682$3.61 萬<0.1%−158−18.8%減碼歷史
U.S. Global Jets ETF26922A842ETF2,107$3.60 萬<0.1%+303+16.8%加碼–
iShares Tr46435G516ESG AW MSCI EAFE547$3.60 萬<0.1%−1,471−72.9%減碼–
NOVNOV Inc.COM1,717$3.59 萬<0.1%−53−3.0%減碼歷史
PPGPPG Industries IncStock284$3.57 萬<0.1%−106−27.2%減碼歷史
AWKAmerican Water Works Company, Inc.Stock234$3.57 萬<0.1%+175+296.6%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD780$3.56 萬<0.1%−1,425−64.6%減碼–
iShares Tr464287549EXPND TEC SC ETF127$3.56 萬<0.1%+127新進–
VanEck Semiconductor ETF92189F676ETF175$3.55 萬<0.1%+175新進–
ESLTElbit Systems LtdStock216$3.54 萬<0.1%+209+2,985.7%加碼歷史
ENSGEnsign Group, IncCOM371$3.51 萬<0.1%00.0%不變歷史
RYNRayonier IncCOM1,064$3.51 萬<0.1%+181+20.5%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM1,164$3.50 萬<0.1%−4,943−80.9%減碼–
IPInternational Paper CoCOM1,006$3.49 萬<0.1%+230+29.6%加碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP691$3.47 萬<0.1%+241+53.6%加碼歷史
IRTIndependence Realty Trust, Inc.COM2,048$3.45 萬<0.1%+1,792+700.0%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,631$3.45 萬<0.1%+1,598+4,842.4%加碼歷史
SEICSEI Investments CoCOM592$3.45 萬<0.1%−649−52.3%減碼歷史
SNAPSnap IncStock3,855$3.45 萬<0.1%+3,395+738.0%加碼歷史
RNSTRenasant CorpCOM914$3.44 萬<0.1%00.0%不變歷史

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