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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
Advisorshares Ranger Equity Bear ETF00768Y883CEF4,396$8.42 萬<0.1%+619+16.4%加碼–
METMetlife IncStock1,272$8.41 萬<0.1%+95+8.1%加碼歷史
CLXClorox CoStock589$8.40 萬<0.1%−130−18.1%減碼歷史
CAHCardinal Health IncStock833$8.40 萬<0.1%+13+1.6%加碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$8.38 萬<0.1%+1,046新進–
FCFSFirstCash Holdings, Inc.COM773$8.38 萬<0.1%00.0%不變歷史
STMSTMicroelectronics N.V.NY REGISTRY1,663$8.34 萬<0.1%+620+59.4%加碼歷史
HWCHancock Whitney CorpCOM1,714$8.33 萬<0.1%+1,044+155.8%加碼歷史
EGEverest Group, Ltd.COM235$8.31 萬<0.1%+2+0.9%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT6,117$8.29 萬<0.1%+304+5.2%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$8.28 萬<0.1%00.0%不變–
WisdomTree Tr97717W505US MIDCAP DIVID1,810$8.27 萬<0.1%00.0%不變–
CMICummins IncStock344$8.24 萬<0.1%+100+41.0%加碼歷史
KRKroger CoStock1,800$8.23 萬<0.1%−94−5.0%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock673$8.19 萬<0.1%−91−11.9%減碼歷史
LDOSLeidos Holdings, Inc.COM755$8.17 萬<0.1%+8+1.1%加碼歷史
MROMarathon Oil CorpCOM3,377$8.16 萬<0.1%+130+4.0%加碼歷史
iShares Russell Midcap ETF464287499ETF1,047$8.14 萬<0.1%−400−27.6%減碼–
PRUPrudential Financial IncStock783$8.12 萬<0.1%+200+34.3%加碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF737$8.12 萬<0.1%+737新進–
LOPEGrand Canyon Education, Inc.COM613$8.09 萬<0.1%00.0%不變歷史
TSNTyson Foods, Inc.Stock1,501$8.07 萬<0.1%−248−14.2%減碼歷史
LUVSouthwest Airlines CoCOM2,785$8.04 萬<0.1%+108+4.0%加碼歷史
MRVLMarvell Technology, Inc.COM1,331$8.03 萬<0.1%+608+84.1%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,028$8.02 萬<0.1%+2+0.2%加碼–
GLOBGlobant S.A.COM335$7.97 萬<0.1%+6+1.8%加碼歷史
NICENICE Ltd.SPONSORED ADR399$7.96 萬<0.1%+155+63.5%加碼歷史
MMM3M CoStock723$7.91 萬<0.1%−276−27.6%減碼歷史
SSNCSS&C Technologies Holdings IncCOM1,292$7.90 萬<0.1%+166+14.7%加碼歷史
BKHBlack Hills CorpCOM1,462$7.89 萬<0.1%−70−4.6%減碼歷史
MTHMeritage Homes CORPCOM450$7.84 萬<0.1%+51+12.8%加碼歷史
LLoews CorpCOM1,116$7.76 萬<0.1%+68+6.5%加碼歷史
NEMNEWMONT CorpStock1,869$7.74 萬<0.1%+1,508+417.7%加碼歷史
WFGWest Fraser Timber Co., LtdCOM903$7.73 萬<0.1%−89−9.0%減碼歷史
FNFFidelity National Financial, Inc.COM SHS1,512$7.71 萬<0.1%+20+1.3%加碼歷史
UGIUgi CorpStock3,129$7.70 萬<0.1%−282−8.3%減碼歷史
GRCGorman Rupp CoCOM2,164$7.69 萬<0.1%+12+0.6%加碼歷史
BMBLBumble Inc.COM CL A5,210$7.68 萬<0.1%+2,210+73.7%加碼歷史
SYFSynchrony FinancialCOM2,011$7.68 萬<0.1%−268−11.8%減碼歷史
iShares Core High Dividend ETF46429B663ETF752$7.67 萬<0.1%−1,057−58.4%減碼–
RMDResmed IncCOM443$7.62 萬<0.1%+258+139.5%加碼歷史
AIZAssurant, Inc.Stock450$7.58 萬<0.1%+2+0.4%加碼歷史
STESTERIS plcSHS USD345$7.57 萬<0.1%+26+8.2%加碼歷史
SUSuncor Energy IncStock2,353$7.54 萬<0.1%+154+7.0%加碼歷史
NWSANews CorpCL A3,066$7.53 萬<0.1%−19−0.6%減碼歷史
TXTernium S.A.SPONSORED ADS1,759$7.47 萬<0.1%+287+19.5%加碼歷史
NNNNNN REIT, Inc.REIT1,731$7.46 萬<0.1%+1,635+1,703.1%加碼歷史
AAgilent Technologies, Inc.COM536$7.45 萬<0.1%+113+26.7%加碼歷史
ALBAlbemarle CorpStock515$7.45 萬<0.1%+156+43.5%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,580$7.44 萬<0.1%+4+0.2%加碼–
CMSCMS Energy CorpCOM1,272$7.39 萬<0.1%−175−12.1%減碼歷史
TRGPTarga Resources Corp.COM849$7.38 萬<0.1%−1−0.1%減碼歷史
PTCPTC Inc.Stock421$7.37 萬<0.1%+2+0.5%加碼歷史
TGNATegna IncCOM4,810$7.36 萬<0.1%+1,180+32.5%加碼歷史
WCCWesco International IncCOM421$7.32 萬<0.1%+27+6.9%加碼歷史
AMGAffiliated Managers Group, Inc.Stock483$7.31 萬<0.1%+41+9.3%加碼歷史
RACEFerrari N.V.COM216$7.31 萬<0.1%+39+22.0%加碼歷史
COFCapital One Financial CorpStock555$7.28 萬<0.1%−52−8.6%減碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW111,857$7.26 萬<0.1%−587−24.0%減碼歷史
RYRoyal Bank of CanadaStock716$7.24 萬<0.1%+471+192.2%加碼歷史
KMIKinder Morgan, Inc.Stock4,098$7.23 萬<0.1%+435+11.9%加碼歷史
CHRDChord Energy CorpCOM NEW431$7.16 萬<0.1%+62+16.8%加碼歷史
TREXTrex Co IncCOM863$7.14 萬<0.1%+124+16.8%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX759$7.13 萬<0.1%−117−13.4%減碼–
SNOWSnowflake Inc.Stock357$7.10 萬<0.1%+119+50.0%加碼歷史
ICLICL Group Ltd.SHS14,156$7.09 萬<0.1%+8,887+168.7%加碼歷史
RBLXRoblox CorpStock1,550$7.09 萬<0.1%+10+0.6%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ1,297$7.04 萬<0.1%+1,297新進–
VEEVVeeva Systems IncStock365$7.03 萬<0.1%+28+8.3%加碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$6.97 萬<0.1%00.0%不變–
BIDUBaidu, Inc.ADR584$6.95 萬<0.1%−170−22.5%減碼歷史
PNWPinnacle West Capital CorpCOM967$6.95 萬<0.1%−5−0.5%減碼歷史
ASOAcademy Sports & Outdoors, Inc.COM1,050$6.93 萬<0.1%+880+517.6%加碼歷史
PATHUiPath, Inc.Stock2,781$6.91 萬<0.1%+42+1.5%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF2,545$6.88 萬<0.1%+2,545新進–
State Street Technology Select Sector SPDR ETF81369Y803ETF357$6.87 萬<0.1%−52−12.7%減碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US1,089$6.87 萬<0.1%+1,089新進–
ICLRIcon PLCCOM241$6.82 萬<0.1%+19+8.6%加碼歷史
CNPCenterpoint Energy IncCOM2,377$6.79 萬<0.1%+492+26.1%加碼歷史
IDAIdacorp IncCOM690$6.78 萬<0.1%+112+19.4%加碼歷史
FTVFortive CorpStock920$6.77 萬<0.1%+14+1.5%加碼歷史
RCIRogers Communications IncCL B1,445$6.76 萬<0.1%+745+106.4%加碼歷史
ALCAlcon IncStock860$6.72 萬<0.1%−176−17.0%減碼歷史
MLIMueller Industries IncCOM1,420$6.70 萬<0.1%+24+1.7%加碼依 2 比 1 拆股換算歷史
PODDInsulet CorpStock308$6.68 萬<0.1%+220+250.0%加碼歷史
SPTNSpartanNash CoCOM2,904$6.66 萬<0.1%+24+0.8%加碼歷史
FTREFortrea Holdings Inc.COMMON STOCK1,909$6.66 萬<0.1%+175+10.1%加碼歷史
SNAPSnap IncStock3,930$6.65 萬<0.1%−225−5.4%減碼歷史
URIUnited Rentals, Inc.COM116$6.65 萬<0.1%+21+22.1%加碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF5,429$6.65 萬<0.1%+5,000+1,165.5%加碼歷史
LVSLas Vegas Sands CorpCOM1,350$6.64 萬<0.1%−548−28.9%減碼歷史
NPKINPK International Inc.COM SHS10,000$6.64 萬<0.1%00.0%不變歷史
BF.BBrown Forman CorpStock1,159$6.62 萬<0.1%−89−7.1%減碼歷史
EXELExelixis, Inc.COM2,740$6.57 萬<0.1%−448−14.1%減碼歷史
iShares Tr46429B333GNMA BOND ETF1,485$6.57 萬<0.1%+681+84.7%加碼–
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$6.57 萬<0.1%−105−7.5%減碼–
XPXP Inc.CL A2,500$6.52 萬<0.1%00.0%不變歷史
BYDBoyd Gaming CorpCOM1,040$6.51 萬<0.1%+113+12.2%加碼歷史
GPIGroup 1 Automotive IncCOM213$6.49 萬<0.1%+58+37.4%加碼歷史
DASHDoorDash, Inc.Stock653$6.46 萬<0.1%+73+12.6%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