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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
Clearway Energy, Inc.18539C105CL A1,099$2.81 萬<0.1%−136−11.0%減碼–
SKMSK Telecom Co LtdSPONSORED ADR1,310$2.80 萬<0.1%+1,231+1,558.2%加碼歷史
MPTMedical Properties Trust IncCOM5,708$2.80 萬<0.1%−703−11.0%減碼歷史
JCIJohnson Controls International plcStock485$2.80 萬<0.1%+70+16.9%加碼歷史
KRTXKaruna Therapeutics, Inc.COM88$2.79 萬<0.1%+31+54.4%加碼歷史
CBTCabot CorpCOM333$2.78 萬<0.1%+196+143.1%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$2.75 萬<0.1%00.0%不變–
IPGPIpg Photonics CorpCOM253$2.75 萬<0.1%−329−56.5%減碼歷史
TMHCTaylor Morrison Home CorpCOM514$2.74 萬<0.1%+26+5.3%加碼歷史
JBLUJetBlue Airways CorpCOM4,939$2.74 萬<0.1%+1,247+33.8%加碼歷史
HOPEHope Bancorp IncCOM2,266$2.74 萬<0.1%+111+5.2%加碼歷史
SWKSSkyworks Solutions, Inc.Stock243$2.73 萬<0.1%+27+12.5%加碼歷史
ARCBArcbest CorpCOM227$2.73 萬<0.1%+75+49.3%加碼歷史
VTRSViatris IncStock2,519$2.73 萬<0.1%−1,021−28.8%減碼歷史
SANMSanmina CorpCOM531$2.73 萬<0.1%−71−11.8%減碼歷史
EXASExact Sciences CorpCOM368$2.72 萬<0.1%+149+68.0%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF1,086$2.69 萬<0.1%+9+0.8%加碼–
MFGMizuho Financial Group IncSPONSORED ADR7,826$2.69 萬<0.1%+50+0.6%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD1,334$2.69 萬<0.1%−838−38.6%減碼–
APAAPA CorpStock745$2.67 萬<0.1%−1,003−57.4%減碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS293$2.67 萬<0.1%−46−13.6%減碼歷史
HESHess CorpStock185$2.67 萬<0.1%+46+33.1%加碼歷史
OGEOGE Energy Corp.COM762$2.66 萬<0.1%+488+178.1%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR11,117$2.66 萬<0.1%+8,027+259.8%加碼歷史
SPXCSPX Technologies, Inc.COM263$2.66 萬<0.1%−108−29.1%減碼歷史
ALEAllete IncCOM NEW425$2.60 萬<0.1%−685−61.7%減碼歷史
ESEEsco Technologies IncCOM222$2.60 萬<0.1%−64−22.4%減碼歷史
PSAPublic StorageCOM85$2.59 萬<0.1%+44+107.3%加碼歷史
SKXSkechers USA IncCL A415$2.59 萬<0.1%00.0%不變歷史
SWAVShockwave Medical, Inc.COM135$2.57 萬<0.1%−20−12.9%減碼歷史
HUBBHubbell IncCOM78$2.57 萬<0.1%+74+1,850.0%加碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX120$2.55 萬<0.1%+120新進–
HRBH&R Block IncCOM528$2.55 萬<0.1%−27−4.9%減碼歷史
AGOAssured Guaranty LtdCOM341$2.55 萬<0.1%+8+2.4%加碼歷史
VOYAVoya Financial, Inc.COM349$2.55 萬<0.1%00.0%不變歷史
CHWCalamos Global Dynamic Income FundCOM4,389$2.53 萬<0.1%+50+1.2%加碼歷史
VTRVentas, Inc.REIT508$2.53 萬<0.1%+53+11.6%加碼歷史
IRIngersoll Rand Inc.COM327$2.53 萬<0.1%+13+4.1%加碼歷史
MLRMiller Industries IncCOM NEW597$2.52 萬<0.1%−64−9.7%減碼歷史
XPOXPO, Inc.COM287$2.51 萬<0.1%−102−26.2%減碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,803$2.51 萬<0.1%+52+3.0%加碼歷史
RDNRadian Group IncCOM879$2.51 萬<0.1%−71−7.5%減碼歷史
WDWalker & Dunlop, Inc.COM226$2.51 萬<0.1%−50−18.1%減碼歷史
BNTXBioNTech SESPONSORED ADS237$2.50 萬<0.1%−618−72.3%減碼歷史
PPBIPacific Premier Bancorp IncCOM855$2.49 萬<0.1%+70+8.9%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL693$2.49 萬<0.1%00.0%不變–
DARDarling Ingredients Inc.COM499$2.49 萬<0.1%+466+1,412.1%加碼歷史
IRMIron Mountain IncCOM354$2.48 萬<0.1%−50−12.4%減碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.47 萬<0.1%00.0%不變–
CBOECboe Global Markets, Inc.COM138$2.46 萬<0.1%+3+2.2%加碼歷史
Global X FDS37954Y657US PFD ETF1,263$2.45 萬<0.1%+21+1.7%加碼–
SMBKSmartfinancial Inc.COM NEW1,000$2.45 萬<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM59$2.43 萬<0.1%+4+7.3%加碼歷史
MGMMGM Resorts InternationalStock542$2.42 萬<0.1%+5+0.9%加碼歷史
WTRGEssential Utilities, Inc.COM648$2.42 萬<0.1%+279+75.6%加碼歷史
SBACSba Communications CorpCL A95$2.41 萬<0.1%+29+43.9%加碼歷史
LADRLadder Capital CorpCL A2,091$2.41 萬<0.1%00.0%不變歷史
CUZCousins Properties IncCOM NEW978$2.38 萬<0.1%−1,178−54.6%減碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF544$2.38 萬<0.1%+13+2.4%加碼–
SEI Exchange Traded Funds81589A304QIM US LARGE VAL844$2.38 萬<0.1%+5+0.6%加碼–
WIXWix.com Ltd.SHS193$2.37 萬<0.1%+31+19.1%加碼歷史
AWKAmerican Water Works Company, Inc.Stock179$2.36 萬<0.1%00.0%不變歷史
CSGPCostar Group, Inc.COM270$2.36 萬<0.1%+18+7.1%加碼歷史
FLEXFlex Ltd.Stock773$2.35 萬<0.1%+46+6.3%加碼歷史
MATWMatthews International CorpCL A642$2.35 萬<0.1%00.0%不變歷史
NVSTEnvista Holdings CorpCOM976$2.35 萬<0.1%+482+97.6%加碼歷史
NETCloudflare, Inc.CL A COM282$2.35 萬<0.1%+43+18.0%加碼歷史
NTRNutrien Ltd.COM412$2.32 萬<0.1%−311−43.0%減碼歷史
AKAMAkamai Technologies IncCOM196$2.32 萬<0.1%−45−18.7%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK1,008$2.32 萬<0.1%+218+27.6%加碼歷史
NTESNetEase, Inc.SPONSORED ADS248$2.31 萬<0.1%+59+31.2%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF489$2.31 萬<0.1%+7+1.5%加碼–
ADCAgree Realty CorpCOM366$2.30 萬<0.1%+306+510.0%加碼歷史
DVDoubleVerify Holdings, Inc.COM625$2.30 萬<0.1%+460+278.8%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR3,168$2.30 萬<0.1%+2,079+190.9%加碼歷史
HOODRobinhood Markets, Inc.Stock1,800$2.29 萬<0.1%00.0%不變歷史
MANHManhattan Associates IncStock106$2.28 萬<0.1%+36+51.4%加碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ532$2.28 萬<0.1%00.0%不變–
SEI Exchange Traded Funds81589A205QIM US LARGE CAP816$2.28 萬<0.1%+2+0.2%加碼–
SPDR Series Trust78464A789ST STR SP INS500$2.26 萬<0.1%−500−50.0%減碼–
CVSACovista Inc.COM383$2.26 萬<0.1%−15−3.8%減碼歷史
MODModine Manufacturing CoCOM378$2.26 萬<0.1%−171−31.1%減碼歷史
PENNPENN Entertainment, Inc.COM867$2.26 萬<0.1%+344+65.8%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A124$2.25 萬<0.1%+115+1,277.8%加碼歷史
iShares Tr464288513IBOXX HI YD ETF291$2.25 萬<0.1%−21−6.7%減碼–
ESNTEssent Group Ltd.COM427$2.25 萬<0.1%−14−3.2%減碼歷史
Flagstar Bank, National Association649445103COM2,199$2.25 萬<0.1%+1,252+132.2%加碼–
MOG.AMoog Inc.CL A155$2.24 萬<0.1%00.0%不變歷史
RGRSturm Ruger & Co IncStock493$2.24 萬<0.1%+142+40.5%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.24 萬<0.1%00.0%不變歷史
TAKTakeda Pharmaceutical Co LtdADR1,567$2.24 萬<0.1%+135+9.4%加碼歷史
NUSNu Skin Enterprises, Inc.CL A1,151$2.24 萬<0.1%+646+127.9%加碼歷史
SEICSEI Investments CoCOM351$2.23 萬<0.1%+146+71.2%加碼歷史
JJacobs Solutions Inc.COM171$2.22 萬<0.1%−3,071−94.7%減碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL242$2.21 萬<0.1%+242新進–
PWRQuanta Services, Inc.COM102$2.20 萬<0.1%−18−15.0%減碼歷史
ASHAshland Inc.COM261$2.20 萬<0.1%+193+283.8%加碼歷史
MTRNMATERION CorpCOM169$2.20 萬<0.1%−40−19.1%減碼歷史
DDOGDatadog, Inc.CL A COM181$2.20 萬<0.1%+60+49.6%加碼歷史
STRAStrategic Education, Inc.COM237$2.19 萬<0.1%+1+0.4%加碼歷史

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