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
QDELQuidelOrtho Corp	COM	122	$8,991	<0.1%	−580−82.6%	減碼	歷史
CNOCNO Financial Group, Inc.	COM	321	$8,956	<0.1%	+110+52.1%	加碼	歷史
MCWMister Car Wash, Inc.	COM	1,036	$8,951	<0.1%	+386+59.4%	加碼	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	–
TXTTextron Inc	COM	111	$8,928	<0.1%	−2−1.8%	減碼	歷史
EVHEvolent Health, Inc.	CL A	270	$8,918	<0.1%	+41+17.9%	加碼	歷史
VALValaris Ltd	CL A	130	$8,914	<0.1%	+106+441.7%	加碼	歷史
PIIPolaris Inc.	Stock	94	$8,909	<0.1%	−14−13.0%	減碼	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
PAYCPaycom Software, Inc.	Stock	43	$8,892	<0.1%	+36+514.3%	加碼	歷史
OISOil States International, Inc	COM	1,308	$8,882	<0.1%	−59−4.3%	減碼	歷史
VMIValmont Industries Inc	COM	38	$8,874	<0.1%	+29+322.2%	加碼	歷史
MYGNMyriad Genetics Inc	COM	463	$8,862	<0.1%	+241+108.6%	加碼	歷史
AIRAar Corp	Stock	142	$8,861	<0.1%	00.0%	不變	歷史
MKSIMKS Inc	COM	86	$8,846	<0.1%	+5+6.2%	加碼	歷史
Sprott ETF Trust85210B201	JR GOLD MINERS E	300	$8,826	<0.1%	00.0%	不變	–
SPBSpectrum Brands Holdings, Inc.	COM	110	$8,775	<0.1%	−27−19.7%	減碼	歷史
CPAYCorpay, Inc.	COM	31	$8,761	<0.1%	−172−84.7%	減碼	歷史
PAASPan American Silver Corp	Stock	535	$8,737	<0.1%	+306+133.6%	加碼	歷史
SEI Exchange Traded Funds81589A403	QIM US LARGE VOL	337	$8,717	<0.1%	00.0%	不變	–
AVYAvery Dennison Corp	COM	43	$8,693	<0.1%	+4+10.3%	加碼	歷史
TCPCBlackRock TCP Capital Corp.	COM	750	$8,655	<0.1%	00.0%	不變	歷史
WWayfair Inc.	CL A	140	$8,638	<0.1%	−16−10.3%	減碼	歷史
HSICHenry Schein Inc	COM	114	$8,631	<0.1%	−4,507−97.5%	減碼	歷史
DRSLeonardo DRS, Inc.	Stock	430	$8,617	<0.1%	+430	新進	歷史
DCHDauch Corp	COM	978	$8,616	<0.1%	00.0%	不變	歷史
Fidelity MSCI Energy Index ETF316092402	ETF	373	$8,598	<0.1%	+3+0.8%	加碼	–
CMPCompass Minerals International Inc	Stock	339	$8,584	<0.1%	−44−11.5%	減碼	歷史
WHDCactus, Inc.	CL A	189	$8,581	<0.1%	+165+687.5%	加碼	歷史
ZZillow Group, Inc.	CL C CAP STK	148	$8,563	<0.1%	00.0%	不變	歷史
JBSSSanfilippo John B & Son Inc	COM	83	$8,552	<0.1%	00.0%	不變	歷史
SEDGSolaredge Technologies, Inc.	COM	91	$8,517	<0.1%	+67+279.2%	加碼	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
VPGVishay Precision Group, Inc.	COM	249	$8,483	<0.1%	00.0%	不變	歷史
COTYCoty Inc.	COM CL A	683	$8,483	<0.1%	00.0%	不變	歷史
LECOLincoln Electric Holdings Inc	COM	39	$8,481	<0.1%	+7+21.9%	加碼	歷史
DSUBlackRock Debt Strategies Fund, Inc.	COM NEW	786	$8,481	<0.1%	00.0%	不變	歷史
OCOwens Corning	Stock	57	$8,449	<0.1%	+46+418.2%	加碼	歷史
AKRAcadia Realty Trust	COM SH BEN INT	497	$8,444	<0.1%	−106−17.6%	減碼	歷史
JLSNuveen Mortgage & Income Fund	COM	500	$8,440	<0.1%	00.0%	不變	歷史
OFGOfg Bancorp	COM	225	$8,433	<0.1%	00.0%	不變	歷史
LBTYKLiberty Global Ltd.	COM CL C	452	$8,425	<0.1%	−3,104−87.3%	減碼	歷史
ACGLArch Capital Group Ltd.	Stock	113	$8,393	<0.1%	+10+9.7%	加碼	歷史
RPDRapid7, Inc.	COM	146	$8,337	<0.1%	00.0%	不變	歷史
PCRXPacira BioSciences, Inc.	COM	247	$8,334	<0.1%	+247	新進	歷史
DOVDOVER Corp	COM	54	$8,306	<0.1%	+6+12.5%	加碼	歷史
WNCWabash National Corp	COM	324	$8,301	<0.1%	00.0%	不變	歷史
HAHawaiian Holdings Inc	COM	584	$8,292	<0.1%	−83−12.4%	減碼	歷史
VOXXVOXX International Corp	CL A	775	$8,277	<0.1%	00.0%	不變	歷史
RNSTRenasant Corp	COM	244	$8,218	<0.1%	00.0%	不變	歷史
PEGAPegasystems Inc	COM	167	$8,160	<0.1%	+25+17.6%	加碼	歷史
TELFYTelefonica S A	SPONSORED ADR	2,092	$8,160	<0.1%	+1,678+405.3%	加碼	歷史
FNDFloor & Decor Holdings, Inc.	CL A	73	$8,145	<0.1%	+51+231.8%	加碼	歷史
VBTXVeritex Holdings, Inc.	COM	348	$8,098	<0.1%	+103+42.0%	加碼	歷史
FYBRFrontier Communications Parent, Inc.	COM	319	$8,084	<0.1%	−178−35.8%	減碼	歷史
DNOWDNOW Inc.	COM	713	$8,071	<0.1%	00.0%	不變	歷史
OPLNOPENLANE, Inc.	COM	545	$8,071	<0.1%	−158−22.5%	減碼	歷史
HAINHain Celestial Group Inc	COM	737	$8,070	<0.1%	+437+145.7%	加碼	歷史
TDOCTeladoc Health, Inc.	COM	374	$8,060	<0.1%	−431−53.5%	減碼	歷史
QSRRestaurant Brands International Inc.	COM	103	$8,047	<0.1%	−7−6.4%	減碼	歷史
Nushares ETF Tr67092P888	NUVEEN ESG EMRGN	298	$8,031	<0.1%	00.0%	不變	–
MIRMMirum Pharmaceuticals, Inc.	COM	270	$7,970	<0.1%	+30+12.5%	加碼	歷史
MEDPMedpace Holdings, Inc.	COM	26	$7,970	<0.1%	−7−21.2%	減碼	歷史
CBRLCracker Barrel Old Country Store, Inc	COM	103	$7,939	<0.1%	+103	新進	歷史
iShares Tr464288687	PFD AND INCM SEC	254	$7,937	<0.1%	+5+2.0%	加碼	–
XHRXenia Hotels & Resorts, Inc.	COM	580	$7,900	<0.1%	+120+26.1%	加碼	歷史
ADUSAddus HomeCare Corp	COM	85	$7,892	<0.1%	00.0%	不變	歷史
TOSTToast, Inc.	Stock	431	$7,870	<0.1%	+256+146.3%	加碼	歷史
SAICScience Applications International Corp	COM	63	$7,832	<0.1%	00.0%	不變	歷史
iShares Tr464287184	CHINA LG-CAP ETF	325	$7,810	<0.1%	00.0%	不變	–
EQTEQT Corp	Stock	202	$7,809	<0.1%	−605−75.0%	減碼	歷史
OXMOxford Industries Inc	COM	78	$7,800	<0.1%	+35+81.4%	加碼	歷史
LZBLa-Z-Boy Inc	COM	211	$7,790	<0.1%	00.0%	不變	歷史
MDPediatrix Medical Group, Inc.	COM	837	$7,784	<0.1%	+837	新進	歷史
WisdomTree Tr97717W802	ITL HIGH DIV FD	200	$7,778	<0.1%	00.0%	不變	–
TRNOTerreno Realty Corp	COM	124	$7,771	<0.1%	+77+163.8%	加碼	歷史
FCNFti Consulting, Inc	COM	39	$7,766	<0.1%	00.0%	不變	歷史
GMSGMS Inc.	COM	94	$7,748	<0.1%	00.0%	不變	歷史
YUMCYum China Holdings, Inc.	COM	182	$7,722	<0.1%	−70−27.8%	減碼	歷史
MNROMonro, Inc.	COM	263	$7,716	<0.1%	+226+610.8%	加碼	歷史
CBANColony Bankcorp Inc	COM	579	$7,701	<0.1%	+8+1.4%	加碼	歷史
UMBFUmb Financial Corp	COM	92	$7,687	<0.1%	+25+37.3%	加碼	歷史
PATKPatrick Industries Inc	COM	76	$7,627	<0.1%	00.0%	不變	歷史
FHBFirst Hawaiian, Inc.	COM	331	$7,567	<0.1%	00.0%	不變	歷史
JBTMJBT Marel Corp	COM	76	$7,558	<0.1%	−45−37.2%	減碼	歷史
SPNTSiriusPoint Ltd	COM	651	$7,552	<0.1%	−186−22.2%	減碼	歷史
BFHBread Financial Holdings, Inc.	COM	228	$7,510	<0.1%	00.0%	不變	歷史
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735	ETF	231	$7,503	<0.1%	+135+140.6%	加碼	–
TNDMTandem Diabetes Care Inc	COM NEW	253	$7,484	<0.1%	+243+2,430.0%	加碼	歷史
STAGSTAG Industrial, Inc.	COM	190	$7,459	<0.1%	+149+363.4%	加碼	歷史
VanEck ETF Trust92189F106	GOLD MINERS ETF	240	$7,452	<0.1%	00.0%	不變	–
FMSFresenius Medical Care AG	SPONSORED ADR	357	$7,436	<0.1%	−90−20.1%	減碼	歷史
KSSKOHLS Corp	Stock	259	$7,428	<0.1%	+251+3,137.5%	加碼	歷史
FFWMFirst Foundation Inc.	COM	765	$7,405	<0.1%	+414+117.9%	加碼	歷史
FIBKFirst Interstate Bancsystem Inc	COM	240	$7,380	<0.1%	−67−21.8%	減碼	歷史
AFGAmerican Financial Group Inc	COM	62	$7,371	<0.1%	+43+226.3%	加碼	歷史
FEFirstenergy Corp	COM	201	$7,369	<0.1%	−33−14.1%	減碼	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 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