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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/2/9 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
2,637
較 2023 年第 3 季 +142
總值
$10.9 億
較 2023 年第 3 季 +$1.49 億 (+15.8%)
申報日
2024/2/9
SEC
EverSource Wealth Advisors, LLC 在 2023 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
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%不變–
Qiwi PLC74735M108SPON ADR REP B13$00.0%00.0%不變–
Advanced Marketing Services25456U109Stock1$00.0%+1新進–
First Rep BK San Francisco C33616C100COM15$1<0.1%00.0%不變–
IDEXIdeanomics, Inc.COM NEW1$2<0.1%00.0%不變歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN0$3<0.1%−49−100.0%減碼歷史
TCRTAlaunos Therapeutics, Inc.COM40$3<0.1%00.0%不變歷史
AQBAquabounty Technologies IncCOM1$3<0.1%+1+566.7%加碼依 1 比 20 拆股換算歷史
CONNConns IncCOM1$4<0.1%−266−99.6%減碼歷史
Diana Shipping Inc.Y2066G138*W EXP 12/14/20224$7<0.1%+24新進–
NXDTNexpoint Diversified Real Estate TrustCOM NEW1$8<0.1%−106−99.1%減碼歷史
Uscf ETF Tr90290T882MIDS ENE INC ETF0$11<0.1%−29−100.0%減碼–
CALYCallaway Golf CoCOM1$14<0.1%−62−98.4%減碼歷史
CNVSCineverse Corp.COM CL A10$14<0.1%00.0%不變歷史
VXXBarclays Bank PLCIPTH SR B S&P1$16<0.1%00.0%不變歷史
MANUManchester United plcORD CL A1$20<0.1%−10−90.9%減碼歷史
SHYFShyft Group, Inc.COM2$24<0.1%00.0%不變歷史
LELands' End, Inc.COM3$29<0.1%00.0%不變歷史
SPDR Series Trust78468R408ST TERM HIGH ETF1$31<0.1%+1新進–
ICHRIchor Holdings, Ltd.SHS1$34<0.1%00.0%不變歷史
EVRIEveri Holdings Inc.COM3$34<0.1%00.0%不變歷史
PENGPenguin Solutions, Inc.SHS2$38<0.1%00.0%不變歷史
MITKMitek Systems IncCOM NEW3$39<0.1%00.0%不變歷史
CLLSCellectis S.A.SPON ADS13$40<0.1%00.0%不變歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A1$43<0.1%00.0%不變歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund4$54<0.1%−15−78.9%減碼–
ProShares Tr74347X633ULTRA FNCLS NEW1$55<0.1%00.0%不變–
MFAMfa Financial, Inc.COM5$56<0.1%−221−97.8%減碼歷史
QCRHQCR Holdings IncCOM1$58<0.1%00.0%不變歷史
iShares Global Clean Energy ETF464288224ETF4$62<0.1%00.0%不變–
NVTAInvitae CorpCOM100$63<0.1%−825−89.2%減碼歷史
HCKTHackett Group, Inc.COM3$68<0.1%00.0%不變歷史
TTGTTechTarget, Inc.COM2$70<0.1%00.0%不變歷史
HTZWWHertz Global Holdings, IncCommon Stock13$71<0.1%00.0%不變歷史
AEVAAeva Technologies, Inc.COM100$76<0.1%00.0%不變歷史
BGCBGC Group, Inc.CL A11$79<0.1%00.0%不變歷史
DMCDel Monte CorpORD3$79<0.1%00.0%不變歷史
NXHNeighborhood Intelligence, Inc.COM3$83<0.1%00.0%不變歷史
DHCDiversified Healthcare TrustCOM SH BEN INT23$86<0.1%00.0%不變歷史
OESXOrion Energy Systems, Inc.COM100$87<0.1%00.0%不變歷史
ATERAterian, Inc.Equity275$96<0.1%+275新進歷史
LIVNLivaNova PLCSHS2$103<0.1%−48−96.0%減碼歷史
AMLIFAmerican Lithium Corp.COM100$110<0.1%00.0%不變歷史
Decarbonization Plus Acqu II242794105COM CL A500$110<0.1%00.0%不變–
FLNAFilana Therapeutics, Inc.COM5$113<0.1%00.0%不變歷史
LEN.BLennar CorpCL B1$134<0.1%00.0%不變歷史
Kraneshares Trust500767306CSI CHI INTERNET5$135<0.1%−5−50.0%減碼–
TRUTransUnionCOM2$137<0.1%−562−99.6%減碼歷史
MATVMativ Holdings, Inc.COM9$138<0.1%−417−97.9%減碼歷史
TBHCBrand House Collective, Inc.COM50$151<0.1%00.0%不變歷史
LACLithium Americas Corp.Stock25$160<0.1%+25新進歷史
LBRDALiberty Broadband CorpCOM SER A2$161<0.1%00.0%不變歷史
FIGSFIGS, Inc.CL A25$174<0.1%00.0%不變歷史
SMTCSemtech CorpStock8$175<0.1%−87−91.6%減碼歷史
CSTECaesarstone Ltd.ORD SHS52$194<0.1%00.0%不變歷史
LLLL Flooring Holdings, Inc.COM50$195<0.1%00.0%不變歷史
ELPCEnergy Co of ParanaSPONSORED ADS25$197<0.1%+25新進歷史
VYXNCR Voyix CorpCOM12$203<0.1%−41−77.4%減碼歷史
NAVINavient CorpCOM11$205<0.1%00.0%不變歷史
EXEExpand Energy CorpCOM3$231<0.1%+3新進歷史
BLUEbluebird bio, Inc.COM175$242<0.1%+175新進歷史
WWRWestwater Resources, Inc.COM NEW500$282<0.1%00.0%不變歷史
HCPHashiCorp, Inc.COM CL A12$284<0.1%00.0%不變歷史
NVAXNovavax IncCOM NEW60$288<0.1%−40−40.0%減碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW11$293<0.1%−46−80.7%減碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT9$301<0.1%00.0%不變–
HYLNHyliion Holdings Corp.COMMON STOCK400$325<0.1%00.0%不變歷史
OSKOshkosh CorpCOM3$325<0.1%+3新進歷史
CDZICadiz IncCOM NEW125$350<0.1%00.0%不變歷史
CFLTConfluent, Inc.CLASS A COM15$351<0.1%00.0%不變歷史
OPRTOportun Financial CorpCOM90$352<0.1%00.0%不變歷史
iShares Tr46434V696CORE MSCI PAC6$357<0.1%00.0%不變–
ZIMVZimVie Inc.Stock21$373<0.1%00.0%不變歷史
HYFMHydrofarm Holdings Group, Inc.COM407$373<0.1%−427−51.2%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$377<0.1%00.0%不變–
PSMTPricesmart IncCOM5$379<0.1%−111−95.7%減碼歷史
Curevac N VN2451R105COM90$379<0.1%+34+60.7%加碼–
RELYRemitly Global, Inc.COM20$388<0.1%00.0%不變歷史
Xtrackers International Real Estate ETF233051846ETF18$394<0.1%−69−79.3%減碼–
EVAEnviva, LLCCOM400$398<0.1%+400新進歷史
SOUNSoundhound AI, Inc.CLASS A COM191$405<0.1%00.0%不變歷史
LULufax Holding LtdADS REP SHS CL A132$405<0.1%+132新進歷史
STSensata Technologies Holding plcSHS11$413<0.1%−13−54.2%減碼歷史
THRMGentherm IncCOM8$419<0.1%+8新進歷史
LLAPTerran Orbital CorpCOM368$420<0.1%00.0%不變歷史
UUUUEnergy Fuels IncCOM NEW59$424<0.1%+59新進歷史
SQSPSquarespace, Inc.CLASS A13$429<0.1%+13新進歷史
BALYBally's CorpCOM31$432<0.1%00.0%不變歷史
GEVOGevo, Inc.COM PAR373$433<0.1%00.0%不變歷史
AHTAshford Hospitality Trust IncCOM225$437<0.1%+225新進歷史
FSRFisker Inc.CL A COM STK250$438<0.1%−447−64.1%減碼歷史
DDLDingdong (Cayman) LtdADS294$441<0.1%00.0%不變歷史
OGIOrganigram Global Inc.Stock337$441<0.1%00.0%不變歷史
DINDine Brands Global, Inc.COM9$447<0.1%−59−86.8%減碼歷史
RUMRUM Group Inc.Stock100$449<0.1%00.0%不變歷史
WKHSWorkhorse Group Inc.COM NEW1,248$450<0.1%+1,238+12,380.0%加碼歷史
VTGNVistagen Therapeutics, Inc.COM88$452<0.1%00.0%不變歷史
VTLEVital Energy, Inc.COM10$455<0.1%00.0%不變歷史
GDSGDS Holdings LtdSPONSORED ADS50$456<0.1%−384−88.5%減碼歷史
LAZRQLuminar Technologies, Inc.COM CL A136$458<0.1%+136新進歷史

2023 年第 3 季之後清倉(158 檔)

2023 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 158 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
VMWVmware LLCCL A COM2,815$46.9 萬<0.1%歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN9,620$40.5 萬<0.1%–
TWNKHostess Brands, Inc.CL A4,147$13.8 萬<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS1,021$11.8 萬<0.1%歷史
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF2,750$11.2 萬<0.1%–
ATVIActivision Blizzard, Inc.COM1,148$10.7 萬<0.1%歷史
TRTNTriton International LtdCL A1,233$9.81 萬<0.1%歷史
FHIFederated Hermes, Inc.CL B2,164$7.33 萬<0.1%歷史
Nuveen PFD & Incm Securties67072C105COM8,186$5.05 萬<0.1%–
Victory Portfolios II92647N881VCSHS INTL HG DV1,587$4.74 萬<0.1%–
COOKTraeger, Inc.COMMON STOCK16,500$4.50 萬<0.1%歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH448$4.22 萬<0.1%–
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$3.71 萬<0.1%–
SPDR Series Trust78468R549SP O&G EQP SERV312$2.99 萬<0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG589$2.88 萬<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE372$2.57 萬<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW581$2.31 萬<0.1%–
Abcam PLC000380204ADS896$2.03 萬<0.1%–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE1,421$1.89 萬<0.1%–
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM2,609$1.86 萬<0.1%歷史
LPROOpen Lending CorpCOM2,310$1.69 萬<0.1%歷史
iShares Tr46435U663ESG AWARE MSCI502$1.69 萬<0.1%–
CIRCircor International IncCOM303$1.69 萬<0.1%歷史
iShares Tr464287754US INDUSTRIALS150$1.51 萬<0.1%–
VRTVVeritiv CorpCOM86$1.45 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF317$1.22 萬<0.1%–
PEBPebblebrook Hotel TrustCOM879$1.19 萬<0.1%歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN806$1.09 萬<0.1%–
PFSProvident Financial Services IncCOM716$1.09 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF653$1.04 萬<0.1%–
PIMCO ETF Tr72201R817INV GRD CRP BD102$9,295<0.1%–
SGENSeagen Inc.COM40$8,486<0.1%歷史
HTLDHeartland Express IncCOM479$7,037<0.1%歷史
REIRing Energy, Inc.COM3,491$6,807<0.1%歷史
NATINational Instruments CorpCOM112$6,678<0.1%歷史
PACWPacwest BancorpCOM791$6,257<0.1%歷史
iShares Tr464288844US OIL EQ&SV ETF250$6,010<0.1%–
ASIXAdvanSix Inc.COM193$5,998<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM340$5,688<0.1%歷史
PDCOPatterson Companies, Inc.COM172$5,098<0.1%歷史
AMSFAmerisafe IncCOM101$5,057<0.1%歷史
CDPCopt Defense PropertiesREIT207$4,933<0.1%歷史
MCSMarcus CorpCOM314$4,867<0.1%歷史
KALUKaiser Aluminum CorpCOM PAR $0.0162$4,666<0.1%歷史
EFTEaton Vance Floating-Rate Income TrustCOM375$4,616<0.1%歷史
Tricon Residential Inc Com NPV89612W102COM608$4,499<0.1%–
FFFutureFuel Corp.COM610$4,374<0.1%歷史
TRUETrueCar, Inc.COM2,083$4,312<0.1%歷史
LGIHLGI Homes, Inc.COM42$4,179<0.1%歷史
ACCOAcco Brands CorpCOM709$4,070<0.1%歷史
UHTUniversal Health Realty Income TrustSH BEN INT99$4,003<0.1%歷史
RNGRingCentral, Inc.CL A133$3,941<0.1%歷史
ADEAAdeia Inc.COM359$3,834<0.1%歷史
AKUAkumin Inc.COM25,800$3,764<0.1%歷史
GDRXGoodRx Holdings, Inc.COM CL A600$3,378<0.1%歷史
ARGOArgo Group International Holdings, Inc.COM112$3,342<0.1%歷史
FCFFirst Commonwealth Financial CorpCOM257$3,138<0.1%歷史
SNPOSnap One Holdings Corp.COM339$3,132<0.1%歷史
CSRCenterspaceCOM51$3,073<0.1%歷史
DENNDENNY'S CorpCOM358$3,032<0.1%歷史
ONEWOneWater Marine Inc.CL A COM114$2,921<0.1%歷史
RBBRBB BancorpCOM220$2,812<0.1%歷史
DAVAEndava plcADS48$2,753<0.1%歷史
STBAS&T Bancorp IncCOM99$2,681<0.1%歷史
NXGNNextgen Healthcare, Inc.COM112$2,658<0.1%歷史
BHCBausch Health Companies Inc.Stock314$2,581<0.1%歷史
DENDenbury IncCOM26$2,548<0.1%歷史
SAGESage Therapeutics, Inc.COM119$2,449<0.1%歷史
BEAMBeam Therapeutics Inc.COM92$2,213<0.1%歷史
SHENShenandoah Telecommunications CoCOM104$2,143<0.1%歷史
GMEGameStop Corp.Stock128$2,107<0.1%歷史
AVTAAvantax, Inc.COM82$2,098<0.1%歷史
Flexshares Tr33939L753CR SCORED LONG50$2,005<0.1%–
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1,856<0.1%–
NGNovagold Resources IncCOM NEW483$1,855<0.1%歷史
PETSPetmed Express IncCOM181$1,855<0.1%歷史
FORMFormfactor IncCOM53$1,852<0.1%歷史
WOLFWolfspeed, Inc.Stock47$1,791<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A350$1,740<0.1%歷史
ZIPZiprecruiter, Inc.CL A145$1,739<0.1%歷史
SPDR Series Trust78464A656ST STR TIPS ETF69$1,714<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR200$1,696<0.1%–
iShares Inc464286657MSCI BIC ETF50$1,681<0.1%–
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A51$1,628<0.1%歷史
IIPRInnovative Industrial Properties IncCOM21$1,589<0.1%歷史
SAMBoston Beer Co IncCL A4$1,558<0.1%歷史
CMRXChimerix IncCOM1,551$1,489<0.1%歷史
ALECAlector, Inc.COM225$1,458<0.1%歷史
MRCYMercury Systems IncCOM38$1,409<0.1%歷史
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER46$1,346<0.1%歷史
TENBTenable Holdings, Inc.COM30$1,344<0.1%歷史
UPLDUpland Software, Inc.COM259$1,197<0.1%歷史
NEXANexa Resources S.A.COM196$1,186<0.1%歷史
LITELumentum Holdings Inc.COM24$1,084<0.1%歷史
PRKSUnited Parks & Resorts Inc.COM23$1,064<0.1%歷史
KRONKronos Bio, Inc.COM813$1,057<0.1%歷史
GKOSGLAUKOS CorpCOM14$1,054<0.1%歷史
VERVVerve Therapeutics, Inc.COM79$1,048<0.1%歷史
SIBNSI-BONE, Inc.COM49$1,041<0.1%歷史
HNSTHonest Company, Inc.COM826$1,041<0.1%歷史