EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
最新申報: 2026/7/24

SEC 申報列表（在新分頁開啟）

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。

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
COTYCoty Inc.	COM CL A	683	$8,483	<0.1%	00.0%	不變	歷史
CRUSCirrus Logic, Inc.	Stock	102	$8,485	<0.1%	−146−58.9%	減碼	歷史
CZRCaesars Entertainment, Inc.	COM	181	$8,485	<0.1%	−160−46.9%	減碼	歷史
SEDGSolaredge Technologies, Inc.	COM	91	$8,517	<0.1%	+67+279.2%	加碼	歷史
JBSSSanfilippo John B & Son Inc	COM	83	$8,552	<0.1%	00.0%	不變	歷史
ZZillow Group, Inc.	CL C CAP STK	148	$8,563	<0.1%	00.0%	不變	歷史
WHDCactus, Inc.	CL A	189	$8,581	<0.1%	+165+687.5%	加碼	歷史
CMPCompass Minerals International Inc	Stock	339	$8,584	<0.1%	−44−11.5%	減碼	歷史
Fidelity MSCI Energy Index ETF316092402	ETF	373	$8,598	<0.1%	+3+0.8%	加碼	–
DCHDauch Corp	COM	978	$8,616	<0.1%	00.0%	不變	歷史
DRSLeonardo DRS, Inc.	Stock	430	$8,617	<0.1%	+430	新進	歷史
HSICHenry Schein Inc	COM	114	$8,631	<0.1%	−4,507−97.5%	減碼	歷史
WWayfair Inc.	CL A	140	$8,638	<0.1%	−16−10.3%	減碼	歷史
TCPCBlackRock TCP Capital Corp.	COM	750	$8,655	<0.1%	00.0%	不變	歷史
AVYAvery Dennison Corp	COM	43	$8,693	<0.1%	+4+10.3%	加碼	歷史
SEI Exchange Traded Funds81589A403	QIM US LARGE VOL	337	$8,717	<0.1%	00.0%	不變	–
PAASPan American Silver Corp	Stock	535	$8,737	<0.1%	+306+133.6%	加碼	歷史
CPAYCorpay, Inc.	COM	31	$8,761	<0.1%	−172−84.7%	減碼	歷史
SPBSpectrum Brands Holdings, Inc.	COM	110	$8,775	<0.1%	−27−19.7%	減碼	歷史
Sprott ETF Trust85210B201	JR GOLD MINERS E	300	$8,826	<0.1%	00.0%	不變	–
MKSIMKS Inc	COM	86	$8,846	<0.1%	+5+6.2%	加碼	歷史
AIRAar Corp	Stock	142	$8,861	<0.1%	00.0%	不變	歷史
MYGNMyriad Genetics Inc	COM	463	$8,862	<0.1%	+241+108.6%	加碼	歷史
VMIValmont Industries Inc	COM	38	$8,874	<0.1%	+29+322.2%	加碼	歷史
OISOil States International, Inc	COM	1,308	$8,882	<0.1%	−59−4.3%	減碼	歷史
PAYCPaycom Software, Inc.	Stock	43	$8,892	<0.1%	+36+514.3%	加碼	歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp	SPONSORED ADR	584	$8,895	<0.1%	−6−1.0%	減碼	歷史
IMGNImmunoGen, Inc.	COM	300	$8,895	<0.1%	+265+757.1%	加碼	歷史
PIIPolaris Inc.	Stock	94	$8,909	<0.1%	−14−13.0%	減碼	歷史
VALValaris Ltd	CL A	130	$8,914	<0.1%	+106+441.7%	加碼	歷史
EVHEvolent Health, Inc.	CL A	270	$8,918	<0.1%	+41+17.9%	加碼	歷史
TXTTextron Inc	COM	111	$8,928	<0.1%	−2−1.8%	減碼	歷史
Schwab Fundamental Emerging Markets Equity ETF808524730	ETF	329	$8,929	<0.1%	+148+81.8%	加碼	–
Fidelity Covington Trust316092618	ENHA HIGH YI ETF	186	$8,929	<0.1%	+186	新進	–
MCWMister Car Wash, Inc.	COM	1,036	$8,951	<0.1%	+386+59.4%	加碼	歷史
CNOCNO Financial Group, Inc.	COM	321	$8,956	<0.1%	+110+52.1%	加碼	歷史
QDELQuidelOrtho Corp	COM	122	$8,991	<0.1%	−580−82.6%	減碼	歷史
BENFranklin Templeton Inc	COM	302	$8,996	<0.1%	−117−27.9%	減碼	歷史
VanEck ETF Trust92189H300	JP MRGAN EM LOC	356	$9,025	<0.1%	−151−29.8%	減碼	–
ENREnergizer Holdings, Inc.	COM	285	$9,029	<0.1%	00.0%	不變	歷史
MLKNMillerknoll, Inc.	COM	339	$9,045	<0.1%	+159+88.3%	加碼	歷史
CVICVR Energy Inc	COM	299	$9,060	<0.1%	00.0%	不變	歷史
PKSTPeakstone Realty Trust	Common Stock	455	$9,065	<0.1%	+455	新進	歷史
RGLDRoyal Gold Inc	Stock	75	$9,073	<0.1%	+37+97.4%	加碼	歷史
AROWArrow Financial Corp	COM	325	$9,080	<0.1%	−89−21.5%	減碼	歷史
PEverpure, Inc.	CL A	255	$9,094	<0.1%	−28−9.9%	減碼	歷史
PUMPProPetro Holding Corp.	COM	1,087	$9,110	<0.1%	+109+11.1%	加碼	歷史
VSATViasat Inc	COM	327	$9,140	<0.1%	+251+330.3%	加碼	歷史
CLSKCleanspark, Inc.	COM NEW	830	$9,155	<0.1%	00.0%	不變	歷史
SXTSensient Technologies Corp	COM	139	$9,174	<0.1%	+29+26.4%	加碼	歷史
INNSummit Hotel Properties, Inc.	COM	1,369	$9,199	<0.1%	+259+23.3%	加碼	歷史
INVAInnoviva, Inc.	COM	574	$9,207	<0.1%	00.0%	不變	歷史
iShares Tr464287440	7-10 YR TRSY BD	96	$9,215	<0.1%	+62+182.4%	加碼	–
EMBJEmbraer S.A.	ADR	500	$9,225	<0.1%	00.0%	不變	歷史
PLURPluri Inc.	COM	16,000	$9,272	<0.1%	00.0%	不變	歷史
BANCBanc of California, Inc.	COM	692	$9,294	<0.1%	+518+297.7%	加碼	歷史
JELDJELD-WEN Holding, Inc.	COM	493	$9,308	<0.1%	+167+51.2%	加碼	歷史
LEGLeggett & Platt Inc	Stock	356	$9,316	<0.1%	+155+77.1%	加碼	歷史
FBRTFranklin BSP Realty Trust, Inc.	COMMON STOCK	691	$9,335	<0.1%	00.0%	不變	歷史
INDBIndependent Bank Corp	COM	142	$9,345	<0.1%	+44+44.9%	加碼	歷史
BCPCBalchem Corp	COM	63	$9,372	<0.1%	+63	新進	歷史
ECEcopetrol S.A.	SPONSORED ADS	790	$9,414	<0.1%	+454+135.1%	加碼	歷史
MSMMSC Industrial Direct Co Inc	CL A	93	$9,418	<0.1%	+9+10.7%	加碼	歷史
KOSKosmos Energy Ltd.	COM	1,410	$9,461	<0.1%	−25−1.7%	減碼	歷史
iShares Tr464288752	US HOME CONS ETF	93	$9,488	<0.1%	−118−55.9%	減碼	–
MMYTMakeMyTrip Ltd	Stock	203	$9,537	<0.1%	+203	新進	歷史
HIHillenbrand, Inc.	COM	200	$9,550	<0.1%	+75+60.0%	加碼	歷史
SXCSunCoke Energy, Inc.	COM	897	$9,634	<0.1%	+127+16.5%	加碼	歷史
JPMorgan Ultra-Short Income ETF46641Q837	ETF	192	$9,644	<0.1%	00.0%	不變	–
Vanguard Morningstar Small-Cap Growth ETF922908595	ETF	40	$9,678	<0.1%	−48−54.5%	減碼	–
JOEST JOE Co	COM	162	$9,759	<0.1%	−1−0.6%	減碼	歷史
AMCXAMC Global Media Inc.	CL A	524	$9,846	<0.1%	−63−10.7%	減碼	歷史
ELMEElme Communities	SH BEN INT	677	$9,884	<0.1%	+66+10.8%	加碼	歷史
CPACopa Holdings, S.A.	CL A	93	$9,896	<0.1%	−36−27.9%	減碼	歷史
CPBCAMPBELL'S Co	COM	229	$9,900	<0.1%	+5+2.2%	加碼	歷史
Invesco Exchange Traded FD T46137V308	BUYBACK ACHIEV	100	$9,902	<0.1%	00.0%	不變	–
DOXAmdocs Ltd	SHS	113	$9,933	<0.1%	+66+140.4%	加碼	歷史
CGNXCognex Corp	COM	238	$9,935	<0.1%	+215+934.8%	加碼	歷史
KOPKoppers Holdings Inc.	COM	194	$9,937	<0.1%	00.0%	不變	歷史
OMCLOmnicell, Inc.	COM	265	$9,972	<0.1%	+136+105.4%	加碼	歷史
NINisource Inc.	COM	376	$9,976	<0.1%	−7−1.8%	減碼	歷史
CSTMConstellium SE	CL A SHS	502	$1.00 萬	<0.1%	00.0%	不變	歷史
MGYMagnolia Oil & Gas Corp	CL A	471	$1.00 萬	<0.1%	+198+72.5%	加碼	歷史
AEEAmeren Corp	COM	139	$1.01 萬	<0.1%	−47−25.3%	減碼	歷史
FNVFranco Nevada Corp	Stock	91	$1.01 萬	<0.1%	+81+810.0%	加碼	歷史
SSDSimpson Manufacturing Co., Inc.	COM	51	$1.01 萬	<0.1%	+41+410.0%	加碼	歷史
SPDR Series Trust78468R556	SP O&G EXPL PRO	74	$1.01 萬	<0.1%	00.0%	不變	–
Invesco S&P 500 Quality ETF46137V241	ETF	188	$1.02 萬	<0.1%	00.0%	不變	–
PCORProcore Technologies, Inc.	COM	147	$1.02 萬	<0.1%	+116+374.2%	加碼	歷史
KREFKKR Real Estate Finance Trust Inc.	COM	771	$1.02 萬	<0.1%	−279−26.6%	減碼	歷史
RRyder System Inc	COM	89	$1.02 萬	<0.1%	−11−11.0%	減碼	歷史
VVRInvesco Senior Income Trust	COM	2,500	$1.02 萬	<0.1%	00.0%	不變	歷史
PDMPiedmont Realty Trust, Inc.	COM CL A	1,450	$1.03 萬	<0.1%	+645+80.1%	加碼	歷史
CACICACI International Inc	CL A	32	$1.04 萬	<0.1%	+32	新進	歷史
OROR Royalties Inc.	COM	729	$1.04 萬	<0.1%	+644+757.6%	加碼	歷史
MBCMasterBrand, Inc.	COMMON STOCK	701	$1.04 萬	<0.1%	−14−2.0%	減碼	歷史
VREVeris Residential, Inc.	COM	662	$1.04 萬	<0.1%	−18−2.6%	減碼	歷史
DANDANA Inc	COM	714	$1.04 萬	<0.1%	+714	新進	歷史
MTXMinerals Technologies Inc	COM	147	$1.05 萬	<0.1%	+60+69.0%	加碼	歷史
SPDR Series Trust78464A607	ST STR DOW REIT	110	$1.05 萬	<0.1%	−50−31.3%	減碼	–

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 LLC	CL A COM	2,815	$46.9 萬	<0.1%	歷史
Northern LTS FD Tr IV66538H591	MAIN SECTR ROTN	9,620	$40.5 萬	<0.1%	–
TWNKHostess Brands, Inc.	CL A	4,147	$13.8 萬	<0.1%	歷史
HZNPHorizon Therapeutics Public Ltd Co	SHS	1,021	$11.8 萬	<0.1%	歷史
Legg Mason ETF Invt Tr524682101	CLRBRG GWT ETF	2,750	$11.2 萬	<0.1%	–
ATVIActivision Blizzard, Inc.	COM	1,148	$10.7 萬	<0.1%	歷史
TRTNTriton International Ltd	CL A	1,233	$9.81 萬	<0.1%	歷史
FHIFederated Hermes, Inc.	CL B	2,164	$7.33 萬	<0.1%	歷史
Nuveen PFD & Incm Securties67072C105	COM	8,186	$5.05 萬	<0.1%	–
Victory Portfolios II92647N881	VCSHS INTL HG DV	1,587	$4.74 萬	<0.1%	–
COOKTraeger, Inc.	COMMON STOCK	16,500	$4.50 萬	<0.1%	歷史
Vanguard Admiral FDS Inc921932794	SMLCP 600 GRTH	448	$4.22 萬	<0.1%	–
Starboard Invt Tr85521B783	ADAPTIVE HDGD MU	5,169	$3.71 萬	<0.1%	–
SPDR Series Trust78468R549	SP O&G EQP SERV	312	$2.99 萬	<0.1%	–
Victory Portfolios II92647N873	VCSHS US SMCP HG	589	$2.88 萬	<0.1%	–
iShares Tr46435G516	ESG AW MSCI EAFE	372	$2.57 萬	<0.1%	–
iShares Inc46434G848	MSCI GBL ETF NEW	581	$2.31 萬	<0.1%	–
Abcam PLC000380204	ADS	896	$2.03 萬	<0.1%	–
Northern LTS FD Tr IV66538H179	MAIN BUYWRITE	1,421	$1.89 萬	<0.1%	–
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.	COM	2,609	$1.86 萬	<0.1%	歷史
LPROOpen Lending Corp	COM	2,310	$1.69 萬	<0.1%	歷史
iShares Tr46435U663	ESG AWARE MSCI	502	$1.69 萬	<0.1%	–
CIRCircor International Inc	COM	303	$1.69 萬	<0.1%	歷史
iShares Tr464287754	US INDUSTRIALS	150	$1.51 萬	<0.1%	–
VRTVVeritiv Corp	COM	86	$1.45 萬	<0.1%	歷史
Fidelity High Dividend ETF316092840	ETF	317	$1.22 萬	<0.1%	–
PEBPebblebrook Hotel Trust	COM	879	$1.19 萬	<0.1%	歷史
Northern LTS FD Tr IV66538H278	MAIN THEMATC IN	806	$1.09 萬	<0.1%	–
PFSProvident Financial Services Inc	COM	716	$1.09 萬	<0.1%	歷史
First Tr Exch Traded FD III33739E108	PFD SECS INC ETF	653	$1.04 萬	<0.1%	–
PIMCO ETF Tr72201R817	INV GRD CRP BD	102	$9,295	<0.1%	–
SGENSeagen Inc.	COM	40	$8,486	<0.1%	歷史
HTLDHeartland Express Inc	COM	479	$7,037	<0.1%	歷史
REIRing Energy, Inc.	COM	3,491	$6,807	<0.1%	歷史
NATINational Instruments Corp	COM	112	$6,678	<0.1%	歷史
PACWPacwest Bancorp	COM	791	$6,257	<0.1%	歷史
iShares Tr464288844	US OIL EQ&SV ETF	250	$6,010	<0.1%	–
ASIXAdvanSix Inc.	COM	193	$5,998	<0.1%	歷史
ALEXAlexander & Baldwin, Inc.	COM	340	$5,688	<0.1%	歷史
PDCOPatterson Companies, Inc.	COM	172	$5,098	<0.1%	歷史
AMSFAmerisafe Inc	COM	101	$5,057	<0.1%	歷史
CDPCopt Defense Properties	REIT	207	$4,933	<0.1%	歷史
MCSMarcus Corp	COM	314	$4,867	<0.1%	歷史
KALUKaiser Aluminum Corp	COM PAR $0.01	62	$4,666	<0.1%	歷史
EFTEaton Vance Floating-Rate Income Trust	COM	375	$4,616	<0.1%	歷史
Tricon Residential Inc Com NPV89612W102	COM	608	$4,499	<0.1%	–
FFFutureFuel Corp.	COM	610	$4,374	<0.1%	歷史
TRUETrueCar, Inc.	COM	2,083	$4,312	<0.1%	歷史
LGIHLGI Homes, Inc.	COM	42	$4,179	<0.1%	歷史
ACCOAcco Brands Corp	COM	709	$4,070	<0.1%	歷史
UHTUniversal Health Realty Income Trust	SH BEN INT	99	$4,003	<0.1%	歷史
RNGRingCentral, Inc.	CL A	133	$3,941	<0.1%	歷史
ADEAAdeia Inc.	COM	359	$3,834	<0.1%	歷史
AKUAkumin Inc.	COM	25,800	$3,764	<0.1%	歷史
GDRXGoodRx Holdings, Inc.	COM CL A	600	$3,378	<0.1%	歷史
ARGOArgo Group International Holdings, Inc.	COM	112	$3,342	<0.1%	歷史
FCFFirst Commonwealth Financial Corp	COM	257	$3,138	<0.1%	歷史
SNPOSnap One Holdings Corp.	COM	339	$3,132	<0.1%	歷史
CSRCenterspace	COM	51	$3,073	<0.1%	歷史
DENNDENNY'S Corp	COM	358	$3,032	<0.1%	歷史
ONEWOneWater Marine Inc.	CL A COM	114	$2,921	<0.1%	歷史
RBBRBB Bancorp	COM	220	$2,812	<0.1%	歷史
DAVAEndava plc	ADS	48	$2,753	<0.1%	歷史
STBAS&T Bancorp Inc	COM	99	$2,681	<0.1%	歷史
NXGNNextgen Healthcare, Inc.	COM	112	$2,658	<0.1%	歷史
BHCBausch Health Companies Inc.	Stock	314	$2,581	<0.1%	歷史
DENDenbury Inc	COM	26	$2,548	<0.1%	歷史
SAGESage Therapeutics, Inc.	COM	119	$2,449	<0.1%	歷史
BEAMBeam Therapeutics Inc.	COM	92	$2,213	<0.1%	歷史
SHENShenandoah Telecommunications Co	COM	104	$2,143	<0.1%	歷史
GMEGameStop Corp.	Stock	128	$2,107	<0.1%	歷史
AVTAAvantax, Inc.	COM	82	$2,098	<0.1%	歷史
Flexshares Tr33939L753	CR SCORED LONG	50	$2,005	<0.1%	–
Huaneng PWR Intl Inc443304100	SPON ADR H SHS	100	$1,856	<0.1%	–
NGNovagold Resources Inc	COM NEW	483	$1,855	<0.1%	歷史
PETSPetmed Express Inc	COM	181	$1,855	<0.1%	歷史
FORMFormfactor Inc	COM	53	$1,852	<0.1%	歷史
WOLFWolfspeed, Inc.	Stock	47	$1,791	<0.1%	歷史
CHPTChargePoint Holdings, Inc.	COM CL A	350	$1,740	<0.1%	歷史
ZIPZiprecruiter, Inc.	CL A	145	$1,739	<0.1%	歷史
SPDR Series Trust78464A656	ST STR TIPS ETF	69	$1,714	<0.1%	–
ETF Managers Tr26924G102	PRIME JUNIR SLVR	200	$1,696	<0.1%	–
iShares Inc464286657	MSCI BIC ETF	50	$1,681	<0.1%	–
LLYVALiberty Live Holdings, Inc.	COM LBTY LIV S A	51	$1,628	<0.1%	歷史
IIPRInnovative Industrial Properties Inc	COM	21	$1,589	<0.1%	歷史
SAMBoston Beer Co Inc	CL A	4	$1,558	<0.1%	歷史
CMRXChimerix Inc	COM	1,551	$1,489	<0.1%	歷史
ALECAlector, Inc.	COM	225	$1,458	<0.1%	歷史
MRCYMercury Systems Inc	COM	38	$1,409	<0.1%	歷史
CEQPCrestwood Equity Partners LP	UNIT LTD PARTNER	46	$1,346	<0.1%	歷史
TENBTenable Holdings, Inc.	COM	30	$1,344	<0.1%	歷史
UPLDUpland Software, Inc.	COM	259	$1,197	<0.1%	歷史
NEXANexa Resources S.A.	COM	196	$1,186	<0.1%	歷史
LITELumentum Holdings Inc.	COM	24	$1,084	<0.1%	歷史
PRKSUnited Parks & Resorts Inc.	COM	23	$1,064	<0.1%	歷史
KRONKronos Bio, Inc.	COM	813	$1,057	<0.1%	歷史
GKOSGLAUKOS Corp	COM	14	$1,054	<0.1%	歷史
VERVVerve Therapeutics, Inc.	COM	79	$1,048	<0.1%	歷史
SIBNSI-BONE, Inc.	COM	49	$1,041	<0.1%	歷史
HNSTHonest Company, Inc.	COM	826	$1,041	<0.1%	歷史