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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/6/11 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
2,900
較 2023 年第 4 季 +263
總值
$12.7 億
較 2023 年第 4 季 +$1.80 億 (+16.5%)
申報日
2024/6/11
修正SEC
EverSource Wealth Advisors, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
KNKnowles CorpCOM1,164$1.84 萬<0.1%+208+21.8%加碼歷史
GWREGuidewire Software, Inc.COM167$1.84 萬<0.1%+25+17.6%加碼歷史
STEPStepStone Group Inc.COM CL A512$1.85 萬<0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF511$1.85 萬<0.1%+23+4.7%加碼–
FSVFirstService CorpCOM126$1.85 萬<0.1%+22+21.2%加碼歷史
RBLXRoblox CorpStock522$1.86 萬<0.1%−1,028−66.3%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF539$1.87 萬<0.1%+484+880.0%加碼–
COTYCoty Inc.COM CL A1,640$1.88 萬<0.1%+957+140.1%加碼歷史
FOXFox CorpCL B COM655$1.88 萬<0.1%+500+322.6%加碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock425$1.88 萬<0.1%00.0%不變–
MTRNMATERION CorpCOM164$1.89 萬<0.1%−5−3.0%減碼歷史
FMCFMC CorpCOM NEW320$1.89 萬<0.1%−366−53.4%減碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP491$1.89 萬<0.1%00.0%不變–
CVSACovista Inc.COM383$1.90 萬<0.1%00.0%不變歷史
UNITUniti Group Inc.COM3,316$1.91 萬<0.1%00.0%不變歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A911$1.91 萬<0.1%+887+3,695.8%加碼歷史
DIODDiodes IncCOM262$1.91 萬<0.1%−1−0.4%減碼歷史
SMPLSimply Good Foods CoCOM525$1.91 萬<0.1%−521−49.8%減碼歷史
LFUSLittelfuse IncCOM83$1.91 萬<0.1%+16+23.9%加碼歷史
CMBTCmb.tech NVSHS1,153$1.92 萬<0.1%+987+594.6%加碼歷史
AGCOAGCO CorpCOM169$1.93 萬<0.1%+5+3.0%加碼歷史
JDJD.com, Inc.SPON ADS CL A669$1.93 萬<0.1%+119+21.6%加碼歷史
JNPRJuniper Networks IncCOM556$1.94 萬<0.1%+48+9.4%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF62$1.94 萬<0.1%00.0%不變–
ZDZiff Davis, Inc.COM388$1.94 萬<0.1%−125−24.4%減碼歷史
JAZZJazz Pharmaceuticals plcSHS USD176$1.95 萬<0.1%+67+61.5%加碼歷史
PINCPremier, Inc.CL A936$1.95 萬<0.1%+275+41.6%加碼歷史
NOKNokia CorpSPONSORED ADR5,357$1.96 萬<0.1%+4,398+458.6%加碼歷史
DPZDominos Pizza IncCOM37$1.96 萬<0.1%−22−37.3%減碼歷史
FNVFranco Nevada CorpStock163$1.96 萬<0.1%+72+79.1%加碼歷史
HOGHarley-Davidson, Inc.COM571$1.96 萬<0.1%+4+0.7%加碼歷史
LEALear CorpCOM NEW156$1.96 萬<0.1%+16+11.4%加碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL244$1.97 萬<0.1%+2+0.8%加碼–
DBX ETF Tr233051432XTRACK USD HIGH563$1.97 萬<0.1%−727−56.4%減碼–
AGMFederal Agricultural Mortgage CorpCL C106$1.98 萬<0.1%+106新進歷史
NBIXNeurocrine Biosciences IncStock144$1.98 萬<0.1%+22+18.0%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF435$1.99 萬<0.1%00.0%不變–
FULFuller H B CoStock267$1.99 萬<0.1%+36+15.6%加碼歷史
HBMHudbay Minerals Inc.COM2,375$2.00 萬<0.1%+1,949+457.5%加碼歷史
LNTHLantheus Holdings, Inc.Stock301$2.00 萬<0.1%00.0%不變歷史
HOLXHologic IncCOM265$2.01 萬<0.1%+32+13.7%加碼歷史
ACGLArch Capital Group Ltd.Stock216$2.02 萬<0.1%+103+91.2%加碼歷史
AOSSmith A O CorpCOM244$2.02 萬<0.1%+86+54.4%加碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B1,064$2.03 萬<0.1%+103+10.7%加碼歷史
RRXRegal Rexnord CorpCOM126$2.03 萬<0.1%+118+1,475.0%加碼歷史
CROXCrocs, Inc.COM164$2.04 萬<0.1%+2+1.2%加碼歷史
MANHManhattan Associates IncStock99$2.04 萬<0.1%−7−6.6%減碼歷史
HTHTH World Group LtdSPONSORED ADS556$2.04 萬<0.1%+403+263.4%加碼歷史
ALEAllete IncCOM NEW345$2.04 萬<0.1%−80−18.8%減碼歷史
OSCROscar Health, Inc.CL A1,177$2.04 萬<0.1%−533−31.2%減碼歷史
HPHelmerich & Payne, Inc.COM521$2.05 萬<0.1%−69−11.7%減碼歷史
NFGNational Fuel Gas CoStock386$2.05 萬<0.1%+249+181.8%加碼歷史
SMBKSmartfinancial Inc.COM NEW1,000$2.06 萬<0.1%00.0%不變歷史
iShares Tr46428951110+ YR INVST GRD422$2.06 萬<0.1%+79+23.0%加碼–
MACMacerich CoCOM1,500$2.06 萬<0.1%−20,810−93.3%減碼歷史
SCIService Corp InternationalCOM288$2.07 萬<0.1%+66+29.7%加碼歷史
JBLUJetBlue Airways CorpCOM3,639$2.07 萬<0.1%−1,300−26.3%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF934$2.07 萬<0.1%−1,429−60.5%減碼–
PLUSEplus IncCOM270$2.08 萬<0.1%00.0%不變歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,875$2.08 萬<0.1%+1,790+165.0%加碼歷史
ALSumisho Air Lease CorpCL A415$2.08 萬<0.1%+317+323.5%加碼歷史
DRDDrdgold LtdSPON ADR REPSTG2,689$2.10 萬<0.1%+1,310+95.0%加碼歷史
PHINPhinia Inc.COMMON STOCK538$2.10 萬<0.1%−21−3.8%減碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.10 萬<0.1%00.0%不變歷史
WESTWestrock Coffee CoCOM2,076$2.11 萬<0.1%+1,970+1,858.5%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL701$2.11 萬<0.1%00.0%不變–
GFFGriffon CorpCOM322$2.11 萬<0.1%+1+0.3%加碼歷史
AEMAgnico Eagle Mines LtdStock334$2.12 萬<0.1%+102+44.0%加碼歷史
NDAQNasdaq, Inc.COM354$2.12 萬<0.1%+72+25.5%加碼歷史
OIIOceaneering International IncStock925$2.12 萬<0.1%00.0%不變歷史
NWGNatWest Group plcSPONS ADR2,754$2.12 萬<0.1%+525+23.6%加碼歷史
TECHBIO-TECHNE CorpCOM336$2.12 萬<0.1%+58+20.9%加碼歷史
MPTMedical Properties Trust IncCOM4,621$2.13 萬<0.1%−1,087−19.0%減碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF820$2.15 萬<0.1%+110+15.5%加碼–
RDYDr Reddys Laboratories LtdADR294$2.16 萬<0.1%+4+1.4%加碼歷史
AAONAaon, Inc.COM PAR $0.004230$2.16 萬<0.1%+83+56.5%加碼歷史
MVTBlackRock Munivest Fund II, Inc.COM2,083$2.16 萬<0.1%+2,083新進歷史
AKAMAkamai Technologies IncCOM215$2.17 萬<0.1%+19+9.7%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.18 萬<0.1%00.0%不變歷史
CAECae IncCOM1,129$2.18 萬<0.1%+166+17.2%加碼歷史
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.19 萬<0.1%00.0%不變–
ASHAshland Inc.COM232$2.21 萬<0.1%−29−11.1%減碼歷史
CVNACarvana Co.CL A267$2.21 萬<0.1%−330−55.3%減碼歷史
IPGPIpg Photonics CorpCOM264$2.22 萬<0.1%+11+4.3%加碼歷史
NOMDNomad Foods LtdUSD ORD SHS1,232$2.23 萬<0.1%+808+190.6%加碼歷史
VTRVentas, Inc.REIT503$2.23 萬<0.1%−5−1.0%減碼歷史
TDWTidewater IncCOM243$2.23 萬<0.1%+243新進歷史
BMIBadger Meter IncCOM122$2.23 萬<0.1%+3+2.5%加碼歷史
ProShares Bitcoin ETF74347G440ETF873$2.24 萬<0.1%−64−6.8%減碼–
TAPMolson Coors Beverage CoCL B391$2.24 萬<0.1%+190+94.5%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT1,322$2.24 萬<0.1%+1,322新進–
PACPacific Airport GroupSPON ADS B124$2.25 萬<0.1%−152−55.1%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF241$2.25 萬<0.1%+241新進–
MTRXMatrix Service CoCOM2,000$2.25 萬<0.1%00.0%不變歷史
CPNGCoupang, Inc.CL A1,001$2.25 萬<0.1%−832−45.4%減碼歷史
CVECenovus Energy Inc.COM1,096$2.25 萬<0.1%−31−2.8%減碼歷史
SNEXStoneX Group Inc.COM312$2.27 萬<0.1%+249+395.2%加碼歷史
HOPEHope Bancorp IncCOM2,266$2.27 萬<0.1%00.0%不變歷史
BWABorgwarner IncCOM697$2.28 萬<0.1%+216+44.9%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF514$2.29 萬<0.1%−30−5.5%減碼–

2023 年第 4 季之後清倉(147 檔)

2023 年第 4 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 147 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
iShares Inc46434G822MSCI JAPAN ETF5,228$33.5 萬<0.1%–
iShares Inc464286764MSCI SPAIN ETF3,972$12.2 萬<0.1%–
SRCSpirit Realty Capital, Inc.COM NEW2,178$9.52 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF737$8.12 萬<0.1%–
MDCSekisui House U.S., Inc.COM824$4.55 萬<0.1%歷史
Vanguard World FD921910709EXTENDED DUR381$3.09 萬<0.1%–
KRTXKaruna Therapeutics, Inc.COM88$2.79 萬<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS500$2.26 萬<0.1%–
CBAYCymaBay Therapeutics, Inc.COM786$1.86 萬<0.1%歷史
Natura &CO Hldg S A63884N108ADS2,468$1.69 萬<0.1%–
RPT Realty74971D101SH BEN INT1,273$1.63 萬<0.1%–
Unified Ser Tr90470L527ONEASCENT LARGE583$1.45 萬<0.1%–
DISHDISH Network CORPCL A2,494$1.44 萬<0.1%歷史
ICFIICF International, Inc.Stock100$1.34 萬<0.1%歷史
Healthpeak Properties, Inc.71943U104COM1,003$1.33 萬<0.1%–
LTHMLivent Corp.COM670$1.20 萬<0.1%歷史
WNS Hldgs Ltd92932M101SPON ADR182$1.15 萬<0.1%–
SKWDSkyward Specialty Insurance Group, Inc.COM320$1.08 萬<0.1%歷史
KREFKKR Real Estate Finance Trust Inc.COM771$1.02 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF93$9,488<0.1%–
PLURPluri Inc.COM16,000$9,272<0.1%歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF329$8,929<0.1%–
IMGNImmunoGen, Inc.COM300$8,895<0.1%歷史
SEI Exchange Traded Funds81589A403QIM US LARGE VOL337$8,717<0.1%–
DRSLeonardo DRS, Inc.Stock430$8,617<0.1%歷史
DCHDauch CorpCOM978$8,616<0.1%歷史
PCRXPacira BioSciences, Inc.COM247$8,334<0.1%歷史
iShares Tr464288687PFD AND INCM SEC254$7,937<0.1%–
STAGSTAG Industrial, Inc.COM190$7,459<0.1%歷史
SNSharkNinja, Inc.COM SHS140$7,164<0.1%歷史
iShares Tr464288612INTRM GOV CR ETF65$6,821<0.1%–
VSHVishay Intertechnology IncCOM277$6,644<0.1%歷史
CLSCelestica IncSUB VTG SHS226$6,617<0.1%歷史
ROADConstruction Partners, Inc.COM CL A150$6,528<0.1%歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM2,007$6,342<0.1%歷史
JAMFJamf Holding Corp.COM328$5,924<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS295$5,865<0.1%歷史
SFLSFL Corp Ltd.SHS505$5,696<0.1%歷史
CRDOCredo Technology Group Holding LtdStock250$4,868<0.1%歷史
SPLKSplunk IncCOM31$4,723<0.1%歷史
PACBPacific Biosciences of California, Inc.COM465$4,562<0.1%歷史
RLGTRadiant Logistics, IncCOM648$4,303<0.1%歷史
PRVAPrivia Health Group, Inc.COM181$4,168<0.1%歷史
Niocorp Developments Ltd654484104COM1,273$4,061<0.1%–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT198$3,782<0.1%–
AMPHAmphastar Pharmaceuticals, Inc.COM60$3,711<0.1%歷史
ARAntero Resources CorpCOM152$3,448<0.1%歷史
Bloom Energy Corp093712AH0NOTE 2.500% 8/13,000$3,422<0.1%–
ADAMAdamas Trust, Inc.COM386$3,293<0.1%歷史
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF31$3,221<0.1%–
iShares Tr464288166AGENCY BOND ETF30$3,205<0.1%–
QGENQiagen N.V.SHS NEW65$2,823<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM306$2,712<0.1%歷史
MicroStrategy Inc594972AE1NOTE 2/13,000$2,595<0.1%–
Textainer Group Holdings LtdG8766E109SHS52$2,558<0.1%–
MRTXMirati Therapeutics, Inc.COM42$2,468<0.1%歷史
iShares Tr46435G250HIGH YLD SYSTM B53$2,449<0.1%–
RCKTRocket Pharmaceuticals, Inc.COM80$2,398<0.1%歷史
CMBMFCambium Networks CorpSHS388$2,328<0.1%歷史
FLYYSpirit Aviation Holdings, Inc.COM140$2,295<0.1%歷史
CNSCohen & Steers, Inc.COM30$2,272<0.1%歷史
XNCRXencor IncCOM103$2,187<0.1%歷史
RCUSArcus Biosciences, Inc.COM108$2,063<0.1%歷史
ECPGEncore Capital Group IncCOM40$2,030<0.1%歷史
REPLReplimune Group, Inc.COM240$2,023<0.1%歷史
CATCCambridge BancorpCOM29$2,013<0.1%歷史
PRLBProto Labs IncCOM50$1,948<0.1%歷史
TUPTupperware Brands CorpCOM852$1,704<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF35$1,632<0.1%–
iShares Tr46435G334MSCI UK ETF NEW49$1,619<0.1%–
JOUTJohnson Outdoors IncCL A30$1,603<0.1%歷史
ZHZhihu Inc.ADS1,710$1,601<0.1%歷史
UNFIUnited Natural Foods IncCOM98$1,591<0.1%歷史
iShares Tr464288521CRE U S REIT ETF29$1,574<0.1%–
ALHCAlignment Healthcare, Inc.COM180$1,550<0.1%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF36$1,533<0.1%–
MDRXVeradigm Inc.COM146$1,532<0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF24$1,487<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT199$1,457<0.1%歷史
First Tr Energy Income & Gro33738G104COM100$1,448<0.1%–
KIDSOrthopediatrics CorpCOM44$1,430<0.1%歷史
VREXVarex Imaging CorpCOM69$1,415<0.1%歷史
QTWOQ2 Holdings, Inc.COM32$1,389<0.1%歷史
STKSONE Group Hospitality, Inc.COM227$1,389<0.1%歷史
IMKTAIngles Markets IncCL A16$1,382<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR47$1,317<0.1%–
ERASErasca, Inc.COM610$1,299<0.1%歷史
WINAWinmark CorpCOM3$1,253<0.1%歷史
Schwab Fundamental International Small Equity ETF808524748ETF35$1,220<0.1%–
YOUClear Secure, Inc.COM CL A59$1,218<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES26$1,160<0.1%–
GORVLazydays Holdings, Inc.COM164$1,156<0.1%歷史
MBUUMalibu Boats, Inc.COM CL A20$1,096<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM90$1,083<0.1%歷史
THRXTheseus Pharmaceuticals, Inc.COM267$1,081<0.1%歷史
PLRXPliant Therapeutics, Inc.COM59$1,068<0.1%歷史
TCSContainer Store Group, Inc.COM466$1,062<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK218$1,003<0.1%歷史
CPECallon Petroleum CoCOM30$972<0.1%歷史
VTYXVentyx Biosciences, Inc.COM382$944<0.1%歷史