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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/11/3 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
2,495
較 2023 年第 2 季 +4
總值
$9.43 億
較 2023 年第 2 季 +$3,582 萬 (+3.9%)
申報日
2023/11/3
SEC
EverSource Wealth Advisors, LLC 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BDCBelden Inc.COM54$5,215<0.1%−24−30.8%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM75$5,216<0.1%00.0%不變歷史
UNFUnifirst CorpCOM32$5,216<0.1%−57−64.0%減碼歷史
iShares Tr464288489INTL DEV RE ETF275$5,217<0.1%00.0%不變–
ACLSAxcelis Technologies IncStock32$5,218<0.1%00.0%不變歷史
Liberty Media Corp531229813Stock206$5,242<0.1%+206新進–
BAHBooz Allen Hamilton Holding CorpCL A48$5,245<0.1%−2−4.0%減碼歷史
CKXCKX Lands, Inc.COM400$5,248<0.1%00.0%不變歷史
INCYIncyte CorpCOM91$5,257<0.1%−246−73.0%減碼歷史
ALXAlexanders IncCOM29$5,285<0.1%00.0%不變歷史
HIHillenbrand, Inc.COM125$5,293<0.1%−22−15.0%減碼歷史
ATOAtmos Energy CorpCOM50$5,296<0.1%−28−35.9%減碼歷史
JOUTJohnson Outdoors IncCL A97$5,305<0.1%00.0%不變歷史
ALNYAlnylam Pharmaceuticals, Inc.COM30$5,312<0.1%−73−70.9%減碼歷史
iShares Tr46428865310-20 YR TRS ETF54$5,317<0.1%−1,139−95.5%減碼–
EEFTEuronet Worldwide, Inc.COM67$5,318<0.1%−5−6.9%減碼歷史
TKTeekay Corp LtdCOM865$5,337<0.1%−67−7.2%減碼歷史
MURMurphy Oil CorpCOM118$5,351<0.1%00.0%不變歷史
GFSGLOBALFOUNDRIES Inc.Stock92$5,353<0.1%+2+2.2%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF180$5,382<0.1%+3+1.7%加碼–
APPNAppian CorpCL A118$5,382<0.1%−27−18.6%減碼歷史
Victory Portfolios II92647N535SHORT TRM BD ETF111$5,418<0.1%+2+1.8%加碼–
XHRXenia Hotels & Resorts, Inc.COM460$5,419<0.1%+266+137.1%加碼歷史
WTFCWintrust Financial CorpCOM73$5,512<0.1%00.0%不變歷史
AMCRAmcor plcORD603$5,524<0.1%+277+85.0%加碼歷史
IPGInterpublic Group of Companies, Inc.COM193$5,538<0.1%+3+1.6%加碼歷史
ASHAshland Inc.COM68$5,555<0.1%+68新進歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5,575<0.1%00.0%不變歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$5,590<0.1%−750−82.0%減碼–
Lithium Americas Argentina Cor Com Shs53681K100Stock329$5,596<0.1%+329新進–
BRBRBellring Brands, Inc.Stock136$5,607<0.1%+31+29.5%加碼歷史
GMEDGlobus Medical IncStock113$5,610<0.1%+113新進歷史
EHABEnhabit, Inc.COM500$5,625<0.1%00.0%不變歷史
SFLSFL Corp Ltd.SHS505$5,631<0.1%−140−21.7%減碼歷史
PMTPennyMac Mortgage Investment TrustCOM458$5,679<0.1%00.0%不變歷史
ALEXAlexander & Baldwin, Inc.COM340$5,688<0.1%−52−13.3%減碼歷史
PATKPatrick Industries IncCOM76$5,705<0.1%00.0%不變歷史
CBANColony Bankcorp IncCOM571$5,708<0.1%+208+57.3%加碼歷史
HELEHelen of Troy LtdStock49$5,711<0.1%00.0%不變歷史
BCOBrinks CoCOM79$5,739<0.1%00.0%不變歷史
ETSYEtsy IncCOM89$5,747<0.1%−79−47.0%減碼歷史
iShares Tr464289446RUS TOP 200 ETF56$5,789<0.1%00.0%不變–
ASTHAstrana Health, Inc.COM NEW188$5,800<0.1%00.0%不變歷史
OMCLOmnicell, Inc.COM129$5,810<0.1%+16+14.2%加碼歷史
LECOLincoln Electric Holdings IncCOM32$5,817<0.1%00.0%不變歷史
WWWW International, Inc.COM526$5,823<0.1%00.0%不變歷史
AUBNAuburn National Bancorporation, IncCOM270$5,832<0.1%+270新進歷史
FROFrontline plcCOM311$5,841<0.1%00.0%不變歷史
GEFGreif, IncCL A88$5,879<0.1%00.0%不變歷史
PFGCPerformance Food Group CoCOM100$5,886<0.1%−5−4.8%減碼歷史
AAMIAcadian Asset Management Inc.COM304$5,895<0.1%00.0%不變歷史
CTOCTO Realty Growth, Inc.COM364$5,900<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD390$5,924<0.1%−45−10.3%減碼–
iShares Tr46435G524INTL DIV GRWTH100$5,931<0.1%00.0%不變–
CINFCincinnati Financial CorpCOM58$5,933<0.1%−20−25.6%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM29$5,933<0.1%+4+16.0%加碼歷史
CTRECareTrust REIT, Inc.COM290$5,945<0.1%00.0%不變歷史
DRHDiamondRock Hospitality CoCOM741$5,950<0.1%00.0%不變歷史
RMBSRambus IncCOM107$5,970<0.1%+15+16.3%加碼歷史
AZTAAzenta, Inc.COM119$5,973<0.1%+9+8.2%加碼歷史
FHBFirst Hawaiian, Inc.COM331$5,974<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM383$5,986<0.1%+174+83.3%加碼歷史
ASIXAdvanSix Inc.COM193$5,998<0.1%00.0%不變歷史
HRHealthcare Realty Trust IncCL A COM393$6,001<0.1%+342+670.6%加碼歷史
iShares Tr464288844US OIL EQ&SV ETF250$6,010<0.1%00.0%不變–
GMSGMS Inc.COM94$6,013<0.1%−47−33.3%減碼歷史
YEXTYext, Inc.COM956$6,051<0.1%00.0%不變歷史
MATVMativ Holdings, Inc.COM426$6,074<0.1%00.0%不變歷史
BHRBraemar Hotels & Resorts Inc.COM2,198$6,089<0.1%+2,198新進歷史
CMCanadian Imperial Bank of CommerceCOM158$6,100<0.1%−275−63.5%減碼歷史
THGHanover Insurance Group, Inc.COM55$6,104<0.1%+18+48.6%加碼歷史
ESSEssex Property Trust, Inc.COM29$6,155<0.1%−2−6.5%減碼歷史
PEGAPegasystems IncCOM142$6,164<0.1%00.0%不變歷史
SITCSITE Centers Corp.COM500$6,165<0.1%+97+24.1%加碼歷史
NIONIO Inc.ADR683$6,174<0.1%+178+35.2%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN187$6,180<0.1%+187新進–
VOXXVOXX International CorpCL A775$6,185<0.1%00.0%不變歷史
CRMTAmericas Carmart IncCOM68$6,187<0.1%+11+19.3%加碼歷史
iShares Tr46435G474FALN ANGLS USD250$6,200<0.1%−1,610−86.6%減碼–
RGENRepligen CorpCOM39$6,201<0.1%+32+457.1%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM62$6,207<0.1%+48+342.9%加碼歷史
KNSLKinsale Capital Group, Inc.Stock15$6,212<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$6,219<0.1%+117新進–
NEONeogenomics IncCOM NEW507$6,236<0.1%−238−31.9%減碼歷史
EVHEvolent Health, Inc.CL A229$6,236<0.1%+229新進歷史
SLVMSylvamo CorpCOMMON STOCK142$6,240<0.1%−24−14.5%減碼歷史
CASYCaseys General Stores IncCOM23$6,245<0.1%−5−17.9%減碼歷史
MGYMagnolia Oil & Gas CorpCL A273$6,254<0.1%00.0%不變歷史
PACWPacwest BancorpCOM791$6,257<0.1%00.0%不變歷史
ATKRAtkore Inc.COM42$6,266<0.1%+7+20.0%加碼歷史
SUISun Communities IncCOM53$6,272<0.1%+14+35.9%加碼歷史
ONCBeOne Medicines Ltd.ADR35$6,296<0.1%00.0%不變歷史
VSHVishay Intertechnology IncCOM255$6,304<0.1%−20−7.3%減碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR741$6,313<0.1%−561−43.1%減碼歷史
XPERXperi Inc.COMMON STOCK642$6,330<0.1%00.0%不變歷史
COURCoursera, Inc.COM339$6,336<0.1%00.0%不變歷史
GENGen Digital Inc.Stock359$6,347<0.1%+8+2.3%加碼歷史
RMRRMR Group Inc.CL A259$6,351<0.1%00.0%不變歷史
BEKEKE Holdings Inc.SPONSORED ADS410$6,363<0.1%+110+36.7%加碼歷史
SFStifel Financial CorpCOM104$6,389<0.1%+28+36.8%加碼歷史

2023 年第 2 季之後清倉（228 檔）

2023 年第 2 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 228 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
Alps ETF Tr00162Q452ALERIAN MLP11,713$45.9 萬0.1%–
WWEWorld Wrestling Entertainment, LLCCL A1,173$12.7 萬<0.1%歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$11.0 萬<0.1%歷史
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR2,107$10.5 萬<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA1,644$8.27 萬<0.1%–
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN1,354$6.80 萬<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS1,661$6.33 萬<0.1%歷史
PDCEPDC Energy, Inc.COM757$5.39 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD1,016$4.69 萬<0.1%–
iShares Tr464287580US CONSUM DISCRE640$4.55 萬<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP691$4.31 萬<0.1%歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,278$4.18 萬<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF673$4.15 萬<0.1%–
UNVRUnivar Solutions Inc.COM1,142$4.09 萬<0.1%歷史
iShares Tr46436E7180-3 MTH TREASURY282$2.84 萬<0.1%–
MGEEMge Energy IncCOM326$2.58 萬<0.1%歷史
FETForum Energy Technologies, Inc.Common908$2.32 萬<0.1%歷史
DYDycom Industries IncCOM200$2.27 萬<0.1%歷史
SYNHSyneos Health, Inc.CL A527$2.22 萬<0.1%歷史
SSRMSSR Mining Inc.Stock1,555$2.21 萬<0.1%歷史
INVEINVE Technologies, Inc.COM NEW2,195$1.85 萬<0.1%歷史
SLABSilicon Laboratories Inc.Stock114$1.80 萬<0.1%歷史
USXUS Xpress Enterprises IncCOM CL A2,907$1.78 萬<0.1%歷史
Listed FD Tr53656F144TEUCRIUM AGRI ST500$1.71 萬<0.1%–
ARNCArconic CorpCOM490$1.45 萬<0.1%歷史
PSNParsons CorpCOM221$1.06 萬<0.1%歷史
BTZBlackRock Credit Allocation Income TrustCOM963$9,774<0.1%歷史
Tata MTRS Ltd876568502SPONSORED ADR385$9,679<0.1%–
SCLStepan CoCOM99$9,460<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM99$9,225<0.1%歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG444$8,654<0.1%–
BMRNBiomarin Pharmaceutical IncCOM97$8,408<0.1%歷史
MDPediatrix Medical Group, Inc.COM565$8,029<0.1%歷史
ACHAccendra Health IncStock387$7,368<0.1%歷史
ADAMAdamas Trust, Inc.COM680$6,746<0.1%歷史
Liberty Media Corp531229409COM A SIRIUSXM205$6,726<0.1%–
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$6,096<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM149$5,981<0.1%歷史
CBUCommunity Financial System, Inc.COM127$5,954<0.1%歷史
KKR and Co Inc 6 McOnv PFD C48251W401CONVERTIBLE PREFERRED STOCK89$5,883<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM309$5,868<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE200$5,748<0.1%–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM250$5,738<0.1%–
AVDAmerican Vanguard CorpCOM306$5,468<0.1%歷史
OFEDOconee Federal Financial Corp.COM375$5,310<0.1%歷史
AKUAkumin Inc.COM25,800$4,644<0.1%歷史
GDOTGreen Dot CorpCL A245$4,591<0.1%歷史
DEAEasterly Government Properties, Inc.COM311$4,510<0.1%歷史
NTNXNutanix, Inc.Stock160$4,488<0.1%歷史
AEGAegon Ltd.NY REGISTRY SHS868$4,400<0.1%歷史
Pacer FDS Tr69374H840WEALTHSHIELD160$4,386<0.1%–
BOEBlackRock Enhanced Global Dividend TrustCOM426$4,290<0.1%歷史
PKPark Hotels & Resorts Inc.COM330$4,231<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM301$4,154<0.1%歷史
MNKDMannkind CorpCOM NEW1,000$4,070<0.1%歷史
HOVHovnanian Enterprises IncCL A NEW40$3,968<0.1%歷史
AVKAdvent Convertible & Income FundCOM331$3,879<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL50$3,878<0.1%–
PHKPIMCO High Income FundCOM SHS750$3,750<0.1%歷史
DXDynex Capital IncCOM288$3,626<0.1%歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM413$3,560<0.1%歷史
ARRArmour Residential REIT, Inc.COM NEW660$3,518<0.1%歷史
MMTAberdeen Multi-Market Income FundSH BEN INT763$3,441<0.1%歷史
LULufax Holding LtdADS REP SHS CL A2,356$3,369<0.1%歷史
IGRCbre Global Real Estate Income FundCOM629$3,288<0.1%歷史
MCRMFS Charter Income TrustSH BEN INT512$3,231<0.1%歷史
DANDANA IncCOM189$3,213<0.1%歷史
GHYPGIM Global High Yield Fund, Inc.COM290$3,181<0.1%歷史
HLHecla Mining CoCOM603$3,106<0.1%歷史
LSILife Storage, Inc.COM23$3,058<0.1%歷史
JQCNuveen Credit Strategies Income FundCOM SHS594$3,000<0.1%歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF338$2,995<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT274$2,915<0.1%歷史
VUZIVuzix CorpCOM NEW557$2,841<0.1%歷史
TSEOQTrinseo PLCCOM222$2,813<0.1%歷史
RTLNecessity Retail REIT, Inc.COM CLASS A416$2,812<0.1%歷史
STRLSterling Infrastructure, Inc.COM50$2,790<0.1%歷史
MODVModivCare IncCOM61$2,758<0.1%歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2,725<0.1%歷史
BCATBlackRock Capital Allocation Term TrustCOM162$2,471<0.1%歷史
CURVTorrid Holdings Inc.COM865$2,431<0.1%歷史
JRINuveen Real Asset Income & Growth FundCOM211$2,410<0.1%歷史
SLGCSomaLogic, Inc.CLASS A COM1,037$2,395<0.1%歷史
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$2,358<0.1%歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2,356<0.1%歷史
AWFAlliancebernstein Global High Income Fund IncCOM233$2,321<0.1%歷史
ISDPGIM High Yield Bond Fund, Inc.COM181$2,248<0.1%歷史
WisdomTree Tr97717W562US SMALLCAP FUND50$2,241<0.1%–
CENXCentury Aluminum CoCOM241$2,102<0.1%歷史
Theratechnologies Inc88338H100COM2,484$2,090<0.1%–
KLICKulicke & Soffa Industries IncCOM35$2,081<0.1%歷史
iShares Tr464287374NORTH AMERN NAT53$2,057<0.1%–
FRFirst Industrial Realty Trust IncCOM39$2,053<0.1%歷史
Chindata Group Hldgs Ltd16955F107ADS283$2,026<0.1%–
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR45$1,997<0.1%歷史
BMEZBlackRock Health Sciences Term TrustCOM SHS119$1,954<0.1%歷史
STEWSRH Total Return Fund, Inc.COM142$1,886<0.1%歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT236$1,853<0.1%歷史
NEXNextier Oilfield Solutions Inc.COM198$1,770<0.1%歷史
ISEEIVERIC bio, Inc.COM42$1,652<0.1%歷史