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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
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF250$1.73 萬<0.1%−50−16.7%減碼–
NWLNewell Brands Inc.Stock1,996$1.73 萬<0.1%−1,293−39.3%減碼歷史
MNDYmonday.com Ltd.SHS92$1.73 萬<0.1%−44−32.4%減碼歷史
BWABorgwarner IncCOM481$1.72 萬<0.1%−5−1.0%減碼歷史
IONSIonis Pharmaceuticals IncCOM340$1.72 萬<0.1%00.0%不變歷史
DXCDXC Technology CoStock752$1.72 萬<0.1%+324+75.7%加碼歷史
KNKnowles CorpCOM956$1.71 萬<0.1%+77+8.8%加碼歷史
BEPCBrookfield Renewable CorpCL A SUB VTG594$1.71 萬<0.1%+133+28.9%加碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$1.71 萬<0.1%00.0%不變–
HRHealthcare Realty Trust IncCL A COM989$1.70 萬<0.1%+596+151.7%加碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.70 萬<0.1%−333−21.7%減碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.70 萬<0.1%00.0%不變–
BKUBankUnited, Inc.COM523$1.70 萬<0.1%00.0%不變歷史
PHINPhinia Inc.COMMON STOCK559$1.69 萬<0.1%+559新進歷史
Natura &CO Hldg S A63884N108ADS2,468$1.69 萬<0.1%−8−0.3%減碼–
FSVFirstService CorpCOM104$1.69 萬<0.1%−210−66.9%減碼歷史
WATWaters CorpCOM51$1.68 萬<0.1%−19−27.1%減碼歷史
SKYWSkywest IncCOM321$1.68 萬<0.1%00.0%不變歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A14$1.67 萬<0.1%+9+180.0%加碼歷史
BCSBarclays PLCADR2,123$1.67 萬<0.1%+1,001+89.2%加碼歷史
HOLXHologic IncCOM233$1.66 萬<0.1%+74+46.5%加碼歷史
ARLPAlliance Resource Partners LPStock785$1.66 萬<0.1%00.0%不變歷史
TTMITTM Technologies IncCOM1,049$1.66 萬<0.1%00.0%不變歷史
Occidental Pete Corp WT Exp 080327674599162Stock425$1.65 萬<0.1%00.0%不變–
CFFNCapitol Federal Financial, Inc.COM2,556$1.65 萬<0.1%+2,467+2,771.9%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF198$1.64 萬<0.1%−234−54.2%減碼–
ZIONZions Bancorporation, National AssociationCOM374$1.64 萬<0.1%−7−1.8%減碼歷史
NDAQNasdaq, Inc.COM282$1.64 萬<0.1%+50+21.6%加碼歷史
IRTIndependence Realty Trust, Inc.COM1,068$1.63 萬<0.1%+374+53.9%加碼歷史
RPT Realty74971D101SH BEN INT1,273$1.63 萬<0.1%00.0%不變–
FBPFirst BancorpCOM NEW992$1.63 萬<0.1%00.0%不變歷史
STEPStepStone Group Inc.COM CL A512$1.63 萬<0.1%00.0%不變歷史
DELLDell Technologies Inc.Stock213$1.63 萬<0.1%−108−33.6%減碼歷史
INSPInspire Medical Systems, Inc.COM80$1.63 萬<0.1%+71+788.9%加碼歷史
BWXTBWX Technologies, Inc.COM212$1.63 萬<0.1%+204+2,550.0%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH803$1.62 萬<0.1%+118+17.2%加碼–
GLGlobe Life Inc.COM133$1.62 萬<0.1%+2+1.5%加碼歷史
SIRISirius XM Holdings Inc.COM2,947$1.61 萬<0.1%+296+11.2%加碼歷史
TIMBTim S.A.SPONSORED ADR872$1.61 萬<0.1%+184+26.7%加碼歷史
NBIXNeurocrine Biosciences IncStock122$1.61 萬<0.1%+1+0.8%加碼歷史
COURCoursera, Inc.COM827$1.60 萬<0.1%+488+144.0%加碼歷史
QRVOQorvo, Inc.Stock142$1.60 萬<0.1%+5+3.6%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,299$1.60 萬<0.1%+341+17.4%加碼歷史
ROCKGibraltar Industries, Inc.COM202$1.60 萬<0.1%00.0%不變歷史
JDJD.com, Inc.SPON ADS CL A550$1.59 萬<0.1%+2+0.4%加碼歷史
ZNTLZentalis Pharmaceuticals, Inc.COM1,045$1.58 萬<0.1%+904+641.1%加碼歷史
Paramount Global92556H206CL B1,069$1.58 萬<0.1%−385−26.5%減碼–
PBHPrestige Consumer Healthcare Inc.COM258$1.58 萬<0.1%+5+2.0%加碼歷史
PSOPearson PLCSPONSORED ADR1,283$1.58 萬<0.1%−253−16.5%減碼歷史
NRGNRG Energy, Inc.Stock305$1.58 萬<0.1%+42+16.0%加碼歷史
FFIVF5, Inc.Stock88$1.57 萬<0.1%+3+3.5%加碼歷史
JBGSJBG Smith PropertiesCOM925$1.57 萬<0.1%−32−3.3%減碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,700$1.57 萬<0.1%+3,024+180.4%加碼歷史
RCReady Capital CorpCOM1,527$1.57 萬<0.1%00.0%不變歷史
OSCROscar Health, Inc.CL A1,710$1.56 萬<0.1%00.0%不變歷史
FGF&G Annuities & Life, Inc.COMMON STOCK340$1.56 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM143$1.56 萬<0.1%+114+393.1%加碼歷史
POWIPower Integrations IncCOM190$1.56 萬<0.1%+15+8.6%加碼歷史
ATIAti IncStock343$1.56 萬<0.1%−31−8.3%減碼歷史
MATMattel IncCOM825$1.56 萬<0.1%+53+6.9%加碼歷史
VSTVistra Corp.Stock403$1.55 萬<0.1%+375+1,339.3%加碼歷史
GWREGuidewire Software, Inc.COM142$1.55 萬<0.1%+7+5.2%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF769$1.55 萬<0.1%00.0%不變–
Vanguard Consumer Staples ETF92204A207ETF81$1.55 萬<0.1%−474−85.4%減碼–
PLXSPlexus CorpCOM143$1.55 萬<0.1%00.0%不變歷史
ETREntergy CorpCOM152$1.54 萬<0.1%−118−43.7%減碼歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I270$1.54 萬<0.1%+3+1.1%加碼–
RESRPC IncCOM2,112$1.54 萬<0.1%+74+3.6%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT1,300$1.54 萬<0.1%00.0%不變歷史
UCBUnited Community Banks IncCOM524$1.53 萬<0.1%−44−7.7%減碼歷史
AGRAvangrid, Inc.COM472$1.53 萬<0.1%+20+4.4%加碼歷史
THSTreeHouse Foods, Inc.COM369$1.53 萬<0.1%+24+7.0%加碼歷史
PTENPatterson Uti Energy IncCOM1,416$1.53 萬<0.1%+167+13.4%加碼歷史
TRIThomson Reuters CorpCOM NO PAR104$1.52 萬<0.1%+80+333.3%加碼歷史
SCIService Corp InternationalCOM222$1.52 萬<0.1%+157+241.5%加碼歷史
CROXCrocs, Inc.COM162$1.51 萬<0.1%00.0%不變歷史
EGBNEagle Bancorp IncCOM501$1.51 萬<0.1%+95+23.4%加碼歷史
BCBrunswick CorpCOM156$1.51 萬<0.1%+44+39.3%加碼歷史
REAXReal REMAX Group Inc.COM NEW9,400$1.50 萬<0.1%+6,900+276.0%加碼歷史
WSFSWSFS Financial CorpCOM327$1.50 萬<0.1%00.0%不變歷史
ASRSoutheast Airport GroupSPON ADR SER B51$1.50 萬<0.1%+40+363.6%加碼歷史
DTEDte Energy CoCOM136$1.50 萬<0.1%−52−27.7%減碼歷史
HWMHowmet Aerospace Inc.Stock277$1.50 萬<0.1%+70+33.8%加碼歷史
KEYKeycorpCOM1,041$1.50 萬<0.1%−129−11.0%減碼歷史
GBXGreenbrier Companies IncStock339$1.50 萬<0.1%00.0%不變歷史
JNPRJuniper Networks IncCOM508$1.50 萬<0.1%+353+227.7%加碼歷史
DLXDeluxe CorpCOM698$1.50 萬<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM177$1.49 萬<0.1%+126+247.1%加碼歷史
SIGISelective Insurance Group IncCOM150$1.49 萬<0.1%00.0%不變歷史
BHFBrighthouse Financial, Inc.COM280$1.48 萬<0.1%+31+12.4%加碼歷史
PINCPremier, Inc.CL A661$1.48 萬<0.1%+306+86.2%加碼歷史
ANDEAndersons, Inc.COM256$1.47 萬<0.1%00.0%不變歷史
XUnited States Steel CorpCOM302$1.47 萬<0.1%+31+11.4%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF195$1.47 萬<0.1%00.0%不變–
VLTOVeralto CorpStock177$1.46 萬<0.1%+177新進歷史
Unified Ser Tr90470L527ONEASCENT LARGE583$1.45 萬<0.1%+583新進–
ONTOOnto Innovation Inc.COM95$1.45 萬<0.1%+39+69.6%加碼歷史
SVCService Properties TrustCOM SH BEN INT1,691$1.44 萬<0.1%00.0%不變歷史
DISHDISH Network CORPCL A2,494$1.44 萬<0.1%+1,010+68.1%加碼歷史
HELEHelen of Troy LtdStock119$1.44 萬<0.1%+70+142.9%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