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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
UPSTUpstart Holdings, Inc.COM20$817<0.1%+20新進歷史
TFSLTFS Financial CORPCOM56$822<0.1%+31+124.0%加碼歷史
FRSTPrimis Financial Corp.COM65$823<0.1%+65新進歷史
MSAMSA Safety IncCOM5$848<0.1%−3−37.5%減碼歷史
SHLSShoals Technologies Group, Inc.CL A55$855<0.1%−321−85.4%減碼歷史
URGNUroGen Pharma Ltd.COM57$855<0.1%+57新進歷史
JRVRJames River Group Holdings, Inc.COM93$859<0.1%−58−38.4%減碼歷史
iShares Inc464286806MSCI GERMANY ETF29$861<0.1%00.0%不變–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF35$869<0.1%+2+6.1%加碼–
RCKYRocky Brands, Inc.COM29$875<0.1%00.0%不變歷史
Copel-ADR20441B605ADR104$882<0.1%+43+70.5%加碼–
TBRGTruBridge, Inc.COM79$885<0.1%+15+23.4%加碼歷史
CLFDClearfield, Inc.COM31$901<0.1%+31新進歷史
MCIBarings Corporate InvestorsCOM49$903<0.1%00.0%不變歷史
iShares Inc464286772MSCI STH KOR ETF14$917<0.1%00.0%不變–
VSTOVista Outdoor Inc.COM31$917<0.1%+31新進歷史
RPCRidgepost Capital, Inc.CL A COM90$920<0.1%−10−10.0%減碼歷史
IRBTiRobot CorpCOM24$929<0.1%+7+41.2%加碼歷史
iShares Tr46429B671MSCI CHINA ETF23$937<0.1%00.0%不變–
BRF SA10552T107SPONSORED ADR337$937<0.1%+337新進–
MEDMedifast IncCOM14$941<0.1%+14新進歷史
VTYXVentyx Biosciences, Inc.COM382$944<0.1%+382新進歷史
INBXInhibrx Biosciences, Inc.COM25$950<0.1%+25新進歷史
SEERSeer, Inc.COM CL A492$954<0.1%+492新進歷史
MBIMbia IncCOM157$961<0.1%+157新進歷史
NIUNiu TechnologiesADS439$961<0.1%+439新進歷史
GOGrocery Outlet Holding Corp.COM36$971<0.1%+21+140.0%加碼歷史
KCKingsoft Cloud Holdings LtdADS257$971<0.1%−114−30.7%減碼歷史
SFNCSimmons First National CorpCL A $1 PAR49$972<0.1%−902−94.8%減碼歷史
CPECallon Petroleum CoCOM30$972<0.1%00.0%不變歷史
CNNECannae Holdings, Inc.COM50$976<0.1%00.0%不變歷史
CNTYCentury Casinos IncCOM201$981<0.1%+114+131.0%加碼歷史
MMSIMerit Medical Systems IncCOM13$987<0.1%−36−73.5%減碼歷史
CRVLCorvel CorpCOM4$989<0.1%00.0%不變歷史
FFBCFirst Financial BancorpCOM42$998<0.1%00.0%不變歷史
CERTCertara, Inc.COM57$1,003<0.1%+57新進歷史
PRMPerimeter Solutions, Inc.COMMON STOCK218$1,003<0.1%+218新進歷史
EZPWEzcorp IncCL A NON VTG115$1,005<0.1%00.0%不變歷史
OPKOpko Health, Inc.COM666$1,006<0.1%+666新進歷史
EBFEnnis, Inc.COM46$1,008<0.1%00.0%不變歷史
TFPMTriple Flag Precious Metals Corp.Stock76$1,012<0.1%+38+100.0%加碼歷史
VRRMVerra Mobility CorpCL A COM STK44$1,013<0.1%00.0%不變歷史
ASANAsana, Inc.CL A54$1,027<0.1%+54新進歷史
CORTCorcept Therapeutics IncCOM32$1,039<0.1%00.0%不變歷史
iShares Tr46435G102CONV BD ETF13$1,042<0.1%00.0%不變–
Jacob FDS Inc469785703FORWARD ETF100$1,042<0.1%00.0%不變–
BBTBeacon Financial CorpCOM42$1,043<0.1%00.0%不變歷史
SILKSilk Road Medical IncCOM85$1,043<0.1%+85新進歷史
AMEDAmedisys IncCOM11$1,046<0.1%−217−95.2%減碼歷史
BOXBox IncCL A41$1,050<0.1%+23+127.8%加碼歷史
POSTPost Holdings, Inc.COM12$1,057<0.1%+1+9.1%加碼歷史
ELSEquity Lifestyle Properties IncCOM15$1,058<0.1%−351−95.9%減碼歷史
TCSContainer Store Group, Inc.COM466$1,062<0.1%+466新進歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF44$1,065<0.1%+1+2.3%加碼–
PLRXPliant Therapeutics, Inc.COM59$1,068<0.1%+59新進歷史
BLCOBausch & Lomb CorpCOMMON SHARES63$1,075<0.1%+4+6.8%加碼歷史
SWXSouthwest Gas Holdings, Inc.COM17$1,077<0.1%−17−50.0%減碼歷史
THRXTheseus Pharmaceuticals, Inc.COM267$1,081<0.1%+267新進歷史
RWTRedwood Trust IncCOM146$1,082<0.1%−29−16.6%減碼歷史
WESTWestrock Coffee CoCOM106$1,082<0.1%+106新進歷史
AFCGAdvanced Flower Capital Inc.COM90$1,083<0.1%+90新進歷史
ETDEthan Allen Interiors IncCOM34$1,085<0.1%−9−20.9%減碼歷史
ROIVRoivant Sciences Ltd.SHS97$1,089<0.1%−85−46.7%減碼歷史
FVRRFiverr International Ltd.ORD SHS40$1,089<0.1%00.0%不變歷史
NBTBNBT Bancorp IncCOM26$1,090<0.1%−88−77.2%減碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,092<0.1%00.0%不變–
STHOStar HoldingsSHS BEN INT73$1,094<0.1%+73新進歷史
MBUUMalibu Boats, Inc.COM CL A20$1,096<0.1%+20新進歷史
XERSXeris Biopharma Holdings, Inc.COM468$1,100<0.1%+468新進歷史
VTOLBristow Group Inc.COM39$1,103<0.1%00.0%不變歷史
BGFVBig 5 Sporting Goods CorpCOM175$1,110<0.1%+175新進歷史
NLNli Holdings, Inc.COM NEW198$1,111<0.1%+198新進歷史
ASCArdmore Shipping CorpCOM79$1,113<0.1%00.0%不變歷史
CHEFChefs' Warehouse, Inc.COM38$1,118<0.1%00.0%不變歷史
CABOCable One, Inc.COM2$1,118<0.1%+2加碼歷史
PJTPJT Partners Inc.COM CL A11$1,121<0.1%00.0%不變歷史
SHOOSteven Madden, Ltd.COM27$1,134<0.1%00.0%不變歷史
KLXEKLX Energy Services Holdings, Inc.COM NEW101$1,137<0.1%+47+87.0%加碼歷史
ODCOil-Dri Corp of AmericaCOM17$1,140<0.1%00.0%不變歷史
HAYNHaynes International IncCOM NEW20$1,141<0.1%00.0%不變歷史
NATLNCR Atleos CorpCOM SHS47$1,142<0.1%+47新進歷史
DCODucommun IncCOM22$1,145<0.1%00.0%不變歷史
EVTCEVERTEC, Inc.COM28$1,146<0.1%00.0%不變歷史
TIGOMillicom International Cellular SACOM STK64$1,152<0.1%+64新進歷史
MWAMueller Water Products, Inc.COM SER A80$1,152<0.1%+80新進歷史
CAKECheesecake Factory IncCOM33$1,155<0.1%−196−85.6%減碼歷史
GORVLazydays Holdings, Inc.COM164$1,156<0.1%+164新進歷史
DHILDiamond Hill Investment Group IncCOM NEW7$1,159<0.1%+7新進歷史
Fidelity Covington Trust316092303CONSMR STAPLES26$1,160<0.1%−5−16.1%減碼–
RUSHBRush Enterprises IncCL B22$1,166<0.1%−2−8.3%減碼歷史
INOInovio Pharmaceuticals, Inc.COM SHS2,308$1,177<0.1%+2,308新進歷史
Invesco Nasdaq 100 ETF46138G649ETF7$1,180<0.1%00.0%不變–
RRXRegal Rexnord CorpCOM8$1,184<0.1%−2−20.0%減碼歷史
FPIFarmland Partners Inc.COM95$1,186<0.1%00.0%不變歷史
BLBlackline, Inc.COM19$1,186<0.1%+19新進歷史
KELYAKelly Services IncCL A55$1,189<0.1%−10−15.4%減碼歷史
FRPHFRP Holdings, Inc.COM19$1,195<0.1%+19新進歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,196<0.1%00.0%不變–
UFPTUfp Technologies IncCOM7$1,204<0.1%00.0%不變歷史
CTKBCytek Biosciences, Inc.COM132$1,204<0.1%+132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