跳到主要內容
Livermore
Livermore
中文EN

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
UTFCohen & Steers Infrastructure Fund IncCOM2,030$3.97 萬<0.1%+9+0.4%加碼歷史
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF394$3.94 萬<0.1%−256−39.4%減碼–
WIREEncore Wire CorpCOM216$3.94 萬<0.1%−6−2.7%減碼歷史
CADECadence BancorporationEQUITY US CM1,854$3.93 萬<0.1%−24−1.3%減碼歷史
NGGNational Grid PLCSPONSORED ADR NE647$3.92 萬<0.1%+22+3.5%加碼歷史
MRVLMarvell Technology, Inc.COM723$3.91 萬<0.1%−58−7.4%減碼歷史
iShares Tr464288372GLB INFRASTR ETF903$3.91 萬<0.1%+24+2.7%加碼–
AALAmerican Airlines Group Inc.Stock3,046$3.90 萬<0.1%−184−5.7%減碼歷史
HSYHershey CoCOM195$3.90 萬<0.1%−102−34.3%減碼歷史
OGNOrganon & Co.Stock2,246$3.90 萬<0.1%+1,110+97.7%加碼歷史
LBTYALiberty Global Ltd.SHS CL A2,273$3.89 萬<0.1%+1,357+148.1%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF876$3.89 萬<0.1%+8+0.9%加碼–
FTAIFTAI Aviation Ltd.SHS1,085$3.86 萬<0.1%00.0%不變歷史
ETRNMidstream Co LLCCOM4,109$3.85 萬<0.1%−283−6.4%減碼歷史
AXSAxis Capital Holdings LtdSHS676$3.81 萬<0.1%−147−17.9%減碼歷史
LYVLive Nation Entertainment, Inc.COM457$3.79 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD2,172$3.79 萬<0.1%00.0%不變–
VNOVornado Realty TrustSH BEN INT1,668$3.78 萬<0.1%+113+7.3%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,843$3.77 萬<0.1%00.0%不變歷史
SNASnap-on IncCOM147$3.75 萬<0.1%+4+2.8%加碼歷史
PLTRPalantir Technologies Inc.Stock2,338$3.74 萬<0.1%−50−2.1%減碼歷史
BNLBroadstone Net Lease, Inc.COM2,610$3.73 萬<0.1%−1,913−42.3%減碼歷史
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$3.71 萬<0.1%00.0%不變–
MRNAModerna, Inc.Stock359$3.71 萬<0.1%−39−9.8%減碼歷史
PPLIPeople IncCOM NEW735$3.70 萬<0.1%−210−22.2%減碼歷史
SNAPSnap IncStock4,155$3.70 萬<0.1%00.0%不變歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF2,391$3.69 萬<0.1%+2,391新進歷史
HBANHuntington Bancshares IncCOM3,534$3.68 萬<0.1%+430+13.9%加碼歷史
IFFInternational Flavors & Fragrances IncCOM536$3.66 萬<0.1%−821−60.5%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF163$3.65 萬<0.1%+2+1.2%加碼–
SNOWSnowflake Inc.Stock238$3.64 萬<0.1%−3−1.2%減碼歷史
XELXcel Energy IncStock633$3.62 萬<0.1%+35+5.9%加碼歷史
EXCExelon CorpStock958$3.62 萬<0.1%+18+1.9%加碼歷史
DLTRDollar Tree, Inc.COM337$3.59 萬<0.1%−46−12.0%減碼歷史
ILMNIllumina, Inc.COM260$3.57 萬<0.1%−24−8.5%減碼歷史
JHXJames Hardie Industries plcSPONSORED ADR1,348$3.54 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P870NUVEEN ESG US1,666$3.52 萬<0.1%00.0%不變–
RGAReinsurance Group of America IncCOM NEW241$3.50 萬<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM6,411$3.49 萬<0.1%−4,216−39.7%減碼歷史
VTRSViatris IncStock3,540$3.49 萬<0.1%+107+3.1%加碼歷史
Liberty Media Corp531229789Stock1,371$3.49 萬<0.1%+1,371新進–
IVTInvenTrust Properties Corp.COM NEW1,459$3.47 萬<0.1%+95+7.0%加碼歷史
WBSWebster Financial CorpCOM859$3.46 萬<0.1%−224−20.7%減碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD1,526$3.45 萬<0.1%−1,350−46.9%減碼–
LNGCheniere Energy, Inc.COM NEW208$3.45 萬<0.1%+32+18.2%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT584$3.43 萬<0.1%+584新進–
MVSTMicrovast Holdings, Inc.COM18,092$3.42 萬<0.1%+2,717+17.7%加碼歷史
VLYValley National BancorpCOM3,967$3.40 萬<0.1%−2,351−37.2%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock499$3.39 萬<0.1%−7−1.4%減碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.39 萬<0.1%−632−17.4%減碼歷史
CMAComerica IncCOM815$3.39 萬<0.1%−1,058−56.5%減碼歷史
SUZSuzano S.A.SPON ADS3,145$3.38 萬<0.1%−106−3.3%減碼歷史
iShares Tr46429B333GNMA BOND ETF804$3.36 萬<0.1%−1,129−58.4%減碼–
UHSUniversal Health Services IncCL B267$3.36 萬<0.1%+80+42.8%加碼歷史
DCIDonaldson Co IncStock561$3.35 萬<0.1%−12−2.1%減碼歷史
CCEPCoca-Cola Europacific Partners plcSHS534$3.34 萬<0.1%+94+21.4%加碼歷史
ESEversource EnergyStock572$3.32 萬<0.1%+166+40.9%加碼歷史
CRHCRH Public Ltd CoORD600$3.28 萬<0.1%−271−31.1%減碼歷史
EQTEQT CorpStock807$3.27 萬<0.1%−1,037−56.2%減碼歷史
FOXFFox Factory Holding CorpCOM330$3.27 萬<0.1%00.0%不變歷史
SANMSanmina CorpCOM602$3.27 萬<0.1%+31+5.4%加碼歷史
SRCSpirit Realty Capital, Inc.COM NEW964$3.23 萬<0.1%−117−10.8%減碼歷史
BTUPeabody Energy CorpCOM1,240$3.22 萬<0.1%+568+84.5%加碼歷史
IPInternational Paper CoCOM905$3.21 萬<0.1%+5+0.6%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC916$3.20 萬<0.1%00.0%不變–
PDDPDD Holdings Inc.SPONSORED ADS326$3.20 萬<0.1%+25+8.3%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF432$3.14 萬<0.1%+96+28.6%加碼–
BLMNBloomin' Brands, Inc.COM1,261$3.10 萬<0.1%+1,100+683.2%加碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,463$3.10 萬<0.1%+9+0.6%加碼歷史
CVNACarvana Co.CL A736$3.09 萬<0.1%−264−26.4%減碼歷史
SWAVShockwave Medical, Inc.COM155$3.09 萬<0.1%+116+297.4%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.05 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM409$3.05 萬<0.1%+74+22.1%加碼歷史
DRIDarden Restaurants IncCOM213$3.05 萬<0.1%+11+5.4%加碼歷史
ARGXArgenx SESPONSORED ADR62$3.05 萬<0.1%+13+26.5%加碼歷史
SPXCSPX Technologies, Inc.COM371$3.02 萬<0.1%00.0%不變歷史
iShares Tr464288638ISHS 5-10YR INVT617$3.00 萬<0.1%+386+167.1%加碼–
GPCGenuine Parts CoStock208$3.00 萬<0.1%−12−5.5%減碼歷史
AITApplied Industrial Technologies IncCOM194$3.00 萬<0.1%+3+1.6%加碼歷史
EQHEquitable Holdings, Inc.COM1,055$3.00 萬<0.1%+156+17.4%加碼歷史
SPDR Series Trust78468R549SP O&G EQP SERV312$2.99 萬<0.1%+274+721.1%加碼–
ESEEsco Technologies IncCOM286$2.99 萬<0.1%00.0%不變歷史
NVRNVR IncCOM5$2.98 萬<0.1%−1−16.7%減碼歷史
ACAArcosa, Inc.COM414$2.98 萬<0.1%00.0%不變歷史
BXPBXP, Inc.COM500$2.97 萬<0.1%−11−2.2%減碼歷史
NWLNewell Brands Inc.Stock3,289$2.97 萬<0.1%+1,128+52.2%加碼歷史
MPWRMonolithic Power Systems, Inc.COM64$2.96 萬<0.1%−78−54.9%減碼歷史
FITBFifth Third BancorpCOM1,167$2.96 萬<0.1%+281+31.7%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF2,700$2.96 萬<0.1%−2,348−46.5%減碼–
BRKRBruker CorpCOM472$2.94 萬<0.1%+146+44.8%加碼歷史
SSLSasol LtdSPONSORED ADR2,150$2.94 萬<0.1%+583+37.2%加碼歷史
CBRECbre Group, Inc.CL A396$2.92 萬<0.1%−24−5.7%減碼歷史
ICLICL Group Ltd.SHS5,269$2.92 萬<0.1%+752+16.6%加碼歷史
LNWOLight & Wonder, Inc.COM409$2.92 萬<0.1%+11+2.8%加碼歷史
XPOXPO, Inc.COM389$2.90 萬<0.1%−222−36.3%減碼歷史
Victory Portfolios II92647N873VCSHS US SMCP HG589$2.88 萬<0.1%+5+0.9%加碼–
AXTAAxalta Coating Systems Ltd.COM1,070$2.88 萬<0.1%00.0%不變歷史
PTYPIMCO Corporate & Income Opportunity FundCOM2,200$2.88 萬<0.1%00.0%不變歷史
COLBColumbia Banking System, Inc.COM1,414$2.87 萬<0.1%+1,326+1,506.8%加碼歷史
NVMINova Ltd.COM254$2.86 萬<0.1%00.0%不變歷史

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