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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
KMIKinder Morgan, Inc.Stock7,566$13.8 萬<0.1%+3,468+84.6%加碼歷史
HLNHaleon plcADR16,204$13.8 萬<0.1%+1,962+13.8%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$13.8 萬<0.1%00.0%不變–
VanEck Semiconductor ETF92189F676ETF644$13.8 萬<0.1%+18+2.9%加碼–
SONYSony Group CorpSPONSORED ADR1,662$13.7 萬<0.1%+146+9.6%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS3,592$13.7 萬<0.1%−88−2.4%減碼歷史
EAElectronic Arts Inc.COM1,080$13.7 萬<0.1%+304+39.2%加碼歷史
ABNBAirbnb, Inc.Stock863$13.7 萬<0.1%−285−24.8%減碼歷史
DOWDow Inc.Stock2,394$13.6 萬<0.1%−301−11.2%減碼歷史
iShares Tr46434V282U S EQUITY FACTR2,646$13.6 萬<0.1%−567−17.6%減碼–
UMCUnited Microelectronics CorpSPON ADR NEW17,649$13.6 萬<0.1%+3,628+25.9%加碼歷史
GSKGSK plcADR3,239$13.4 萬<0.1%+558+20.8%加碼歷史
DSGXDescartes Systems Group IncCOM1,445$13.4 萬<0.1%+72+5.2%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$13.3 萬<0.1%00.0%不變–
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,515$13.3 萬<0.1%−392−8.0%減碼歷史
AERAerCap Holdings N.V.SHS1,570$13.3 萬<0.1%+10+0.6%加碼歷史
ZSZscaler, Inc.Stock766$13.2 萬<0.1%+52+7.3%加碼歷史
MKCMcCormick & Co IncStock1,735$13.2 萬<0.1%+1,548+827.8%加碼歷史
GGGGraco IncCOM1,638$13.1 萬<0.1%+45+2.8%加碼歷史
UHALU-Haul Holding CoCOM2,074$13.1 萬<0.1%−13,235−86.5%減碼歷史
MSIMotorola Solutions, Inc.Stock384$13.0 萬<0.1%+46+13.6%加碼歷史
CPRTCopart IncCOM2,368$12.9 萬<0.1%+398+20.2%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A4,216$12.8 萬<0.1%−94−2.2%減碼歷史
Kraneshares Trust500767306CSI CHI INTERNET4,600$12.8 萬<0.1%+4,595+91,900.0%加碼–
STXSeagate Technology Holdings plcORD SHS1,486$12.8 萬<0.1%−42−2.7%減碼歷史
BCCBoise Cascade CoCOM964$12.8 萬<0.1%00.0%不變歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW113,345$12.6 萬<0.1%+1,488+80.1%加碼歷史
ORANYOrangeSPONSORED ADR11,310$12.5 萬<0.1%+3,033+36.6%加碼歷史
RIORio Tinto PLCADR1,847$12.5 萬<0.1%−75−3.9%減碼歷史
HUBBHubbell IncCOM337$12.5 萬<0.1%+259+332.1%加碼歷史
ADSKAutodesk, Inc.COM583$12.4 萬<0.1%+4+0.7%加碼歷史
EBAYeBay IncCOM2,392$12.3 萬<0.1%−64−2.6%減碼歷史
OKEONEOK IncCOM1,554$12.3 萬<0.1%+272+21.2%加碼歷史
iShares Tr464288851US OIL GS EX ETF1,175$12.3 萬<0.1%−218−15.6%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF514$12.2 萬<0.1%−70−12.0%減碼–
iShares Tr464288281JPMORGAN USD EMG1,403$12.2 萬<0.1%−201−12.5%減碼–
TKOTKO Group Holdings, Inc.CL A1,288$12.2 萬<0.1%+35+2.8%加碼歷史
ORIOld Republic International CorpCOM4,062$12.1 萬<0.1%+58+1.4%加碼歷史
ARWArrow Electronics, Inc.COM950$12.1 萬<0.1%−119−11.1%減碼歷史
TRVTravelers Companies, Inc.Stock572$12.1 萬<0.1%+57+11.1%加碼歷史
iShares Tr46435U713US INFRASTRUC2,869$12.1 萬<0.1%−523−15.4%減碼–
SMCISuper Micro Computer, Inc.COM141$12.1 萬<0.1%−664−82.5%減碼歷史
FASTFastenal CoStock1,774$12.1 萬<0.1%−154−8.0%減碼歷史
iShares Flexible Income Active ETF092528603ETF2,310$12.0 萬<0.1%+2,310新進–
Ea Series Trust02072L375TBG DIVID FO ETF4,216$11.9 萬<0.1%+4,216新進–
DVADavita Inc.COM857$11.9 萬<0.1%+668+353.4%加碼歷史
METMetlife IncStock1,675$11.9 萬<0.1%+403+31.7%加碼歷史
MMacy's, Inc.COM6,454$11.9 萬<0.1%+62+1.0%加碼歷史
iShares Tr464287341GLOBAL ENERG ETF2,752$11.9 萬<0.1%+591+27.3%加碼–
iShares Tr46435G516ESG AW MSCI EAFE1,532$11.8 萬<0.1%+1,532新進–
DBDeutsche Bank AktiengesellschaftNAMEN AKT7,368$11.8 萬<0.1%+1,251+20.5%加碼歷史
URIUnited Rentals, Inc.COM175$11.7 萬<0.1%+59+50.9%加碼歷史
MTDMettler Toledo International IncCOM95$11.7 萬<0.1%+7+8.0%加碼歷史
iShares Tr46434V4070-5YR HI YL CP2,773$11.6 萬<0.1%+2,773新進–
HPEHewlett Packard Enterprise CoCOM6,806$11.6 萬<0.1%+626+10.1%加碼歷史
GRMNGarmin LtdSHS799$11.5 萬<0.1%+49+6.5%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT4,534$11.5 萬<0.1%+61+1.4%加碼–
VIVTelefonica Brasil S.A.SPONSORED ADS12,443$11.5 萬<0.1%−392−3.1%減碼歷史
WDCWestern Digital CorpCOM1,622$11.5 萬<0.1%−78−4.6%減碼歷史
American Centy ETF Tr025072885US EQT ETF1,346$11.5 萬<0.1%−49,387−97.3%減碼–
VODVodafone Group Public Ltd CoADR13,639$11.5 萬<0.1%+7,606+126.1%加碼歷史
APDAir Products & Chemicals, Inc.Stock484$11.4 萬<0.1%−222−31.4%減碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 502,820$11.4 萬<0.1%00.0%不變–
HDBHDFC Bank LtdSPONSORED ADS1,985$11.4 萬<0.1%−65−3.2%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock591$11.4 萬<0.1%+55+10.3%加碼歷史
TECKTeck Resources LtdCL B2,322$11.4 萬<0.1%+926+66.3%加碼歷史
DTEDte Energy CoCOM1,035$11.4 萬<0.1%+899+661.0%加碼歷史
ITGartner IncCOM275$11.3 萬<0.1%+38+16.0%加碼歷史
ROSTRoss Stores, Inc.COM874$11.3 萬<0.1%−14−1.6%減碼歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF1,513$11.3 萬<0.1%+1,513新進–
FCNCAFirst Citizens Bancshares IncCL A67$11.3 萬<0.1%+1+1.5%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock1,463$11.2 萬<0.1%+961+191.4%加碼歷史
TRGPTarga Resources Corp.COM977$11.1 萬<0.1%+128+15.1%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,654$11.1 萬<0.1%+14+0.9%加碼–
Enerplus Corp292766102COM5,659$11.1 萬<0.1%+2,320+69.5%加碼–
PBFPBF Energy Inc.CL A2,071$11.0 萬<0.1%+1,252+152.9%加碼歷史
MROMarathon Oil CorpCOM4,044$10.9 萬<0.1%+667+19.8%加碼歷史
ALBAlbemarle CorpStock901$10.8 萬<0.1%+386+75.0%加碼歷史
MARMarriott International IncStock455$10.7 萬<0.1%+226+98.7%加碼歷史
LDOSLeidos Holdings, Inc.COM761$10.7 萬<0.1%+6+0.8%加碼歷史
RYRoyal Bank of CanadaStock1,088$10.5 萬<0.1%+372+52.0%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock875$10.5 萬<0.1%+202+30.0%加碼歷史
iShares Tr46435G268RUSEL 2500 ETF1,710$10.5 萬<0.1%+1,710新進–
SUSuncor Energy IncStock2,730$10.4 萬<0.1%+377+16.0%加碼歷史
Vanguard Materials ETF92204A801ETF536$10.4 萬<0.1%−63−10.5%減碼–
BUDAnheuser-Busch InBev SA/NVADR1,747$10.4 萬<0.1%+64+3.8%加碼歷史
JLLJones Lang Lasalle IncCOM575$10.4 萬<0.1%00.0%不變歷史
LSTRLandstar System IncCOM595$10.4 萬<0.1%+72+13.8%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF2,978$10.4 萬<0.1%+2,978新進–
TSNTyson Foods, Inc.Stock1,699$10.3 萬<0.1%+198+13.2%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF2,242$10.3 萬<0.1%+13+0.6%加碼–
DASHDoorDash, Inc.Stock791$10.2 萬<0.1%+138+21.1%加碼歷史
CFCF Industries Holdings, Inc.COM1,294$10.2 萬<0.1%−7−0.5%減碼歷史
CNICanadian National Railway CoStock841$10.2 萬<0.1%+153+22.2%加碼歷史
PCGPG&E CorpStock5,967$10.2 萬<0.1%+209+3.6%加碼歷史
RMDResmed IncCOM476$10.2 萬<0.1%+33+7.4%加碼歷史
BAXBaxter International IncStock2,510$10.1 萬<0.1%+110+4.6%加碼歷史
RACEFerrari N.V.COM243$10.1 萬<0.1%+27+12.5%加碼歷史
GLWCorning IncCOM3,018$10.1 萬<0.1%+1,958+184.7%加碼歷史
NICENICE Ltd.SPONSORED ADR450$10.1 萬<0.1%+51+12.8%加碼歷史

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