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Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 2 季到 2023 年第 3 季的持倉變化

只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
232 檔
估計 +$177.7 萬
加碼
839 檔
估計 +$8,660 萬
減碼
772 檔
估計 −$2,655 萬
清倉
228 檔
估計 −$195.6 萬

總值從 $9.07 億變成 $9.43 億（+$3,582 萬 (+3.9%)），持股從 2,491 檔變成 2,495 檔（+4）。

2023 年第 3 季全部持倉2023 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 年第 2 季的股數先依拆股比例換算再比較。

EverSource Wealth Advisors, LLC 在 2023 年第 2 季與 2023 年第 3 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化（百分點）
SPDR Series Trust78468R721清倉–01,016−1,016−100.0%$0$4.69 萬−$4.69 萬0.0%<0.1%−0.01
SYNHSyneos Health, Inc.清倉歷史0527−527−100.0%$0$2.22 萬−$2.22 萬0.0%<0.1%0.00
CBUCommunity Financial System, Inc.清倉歷史0127−127−100.0%$0$5,954−$5,9540.0%<0.1%0.00
MODVModivCare Inc清倉歷史061−61−100.0%$0$2,758−$2,7580.0%<0.1%0.00
SABASaba Capital Income & Opportunities Fund II清倉歷史0371−371−100.0%$0$1,536−$1,5360.0%<0.1%0.00
FFINFirst Financial Bankshares Inc清倉歷史036−36−100.0%$0$1,026−$1,0260.0%<0.1%0.00
FNBFNB Corp清倉歷史035−35−100.0%$0$400−$4000.0%<0.1%0.00
UROYUranium Royalty Corp.清倉歷史0200−200−100.0%$0$400−$4000.0%<0.1%0.00
FCELFuelcell Energy Inc清倉歷史050−50−100.0%$0$108−$1080.0%<0.1%0.00
Mobile Telesystems PJSC607409109不變–42442400.0%$0$0$00.0%0.0%0.00
Qiwi PLC74735M108不變–131300.0%$0$0$00.0%0.0%0.00
SVASinovac Biotech Ltd不變歷史4400.0%$0$0$00.0%0.0%0.00
First Rep BK San Francisco C33616C100不變–151500.0%$1$8$0<0.1%<0.1%0.00
AQBAquabounty Technologies Inc不變歷史3300.0%$1$1$0<0.1%<0.1%0.00
IDEXIdeanomics, Inc.減碼依 1 比 125 拆股換算歷史12−1−44.4%$2$17−$1.6<0.1%<0.1%0.00
WKHSWorkhorse Group Inc.不變歷史101000.0%$4$9$0<0.1%<0.1%0.00
TCRTAlaunos Therapeutics, Inc.不變歷史404000.0%$5$20$0<0.1%<0.1%0.00
CABOCable One, Inc.減碼歷史018−18−100.0%$6$1.18 萬–<0.1%<0.1%0.00
QNSTQuinstreet, Inc不變歷史1100.0%$9$9$0<0.1%<0.1%0.00
CNVSCineverse Corp.不變歷史101000.0%$12$19$0<0.1%<0.1%0.00
Offerpad Solutions Inc.67623L117不變–1,8001,80000.0%$21$36$0<0.1%<0.1%0.00
CLLSCellectis S.A.不變歷史131300.0%$21$26$0<0.1%<0.1%0.00
LELands' End, Inc.不變歷史3300.0%$22$23$0<0.1%<0.1%0.00
VXXBarclays Bank PLC新進歷史10+1$23$0+$23<0.1%0.0%0.00
HTZHertz Global Holdings, Inc減碼歷史257−55−96.5%$25$1,048−$687.5<0.1%<0.1%0.00
SHYFShyft Group, Inc.不變歷史2200.0%$30$44$0<0.1%<0.1%0.00
ICHRIchor Holdings, Ltd.不變歷史1100.0%$31$38$0<0.1%<0.1%0.00
MITKMitek Systems Inc不變歷史3300.0%$32$33$0<0.1%<0.1%0.00
NMRKNewmark Group, Inc.不變歷史5500.0%$32$31$0<0.1%<0.1%0.00
BATRAAtlanta Braves Holdings, Inc.不變歷史1100.0%$39$41$0<0.1%<0.1%0.00
EVRIEveri Holdings Inc.不變歷史3300.0%$40$43$0<0.1%<0.1%0.00
ProShares Tr74347X633不變–1100.0%$44$46$0<0.1%<0.1%0.00
DHCDiversified Healthcare Trust不變歷史232300.0%$45$52$0<0.1%<0.1%0.00
NXHNeighborhood Intelligence, Inc.不變歷史3300.0%$47$98$0<0.1%<0.1%0.00
BYNDBeyond Meat, Inc.不變歷史5500.0%$48$65$0<0.1%<0.1%0.00
PENGPenguin Solutions, Inc.不變歷史2200.0%$49$58$0<0.1%<0.1%0.00
QCRHQCR Holdings Inc不變歷史1100.0%$49$41$0<0.1%<0.1%0.00
AOUTAmerican Outdoor Brands, Inc.新進歷史50+5$49$0+$49<0.1%0.0%0.00
iShares Global Clean Energy ETF464288224不變–4400.0%$58$74$0<0.1%<0.1%0.00
BGCBGC Group, Inc.不變歷史111100.0%$58$49$0<0.1%<0.1%0.00
TTGTTechTarget, Inc.不變歷史2200.0%$61$62$0<0.1%<0.1%0.00
HCKTHackett Group, Inc.不變歷史3300.0%$71$67$0<0.1%<0.1%0.00
AEVAAeva Technologies, Inc.不變歷史10010000.0%$76$125$0<0.1%<0.1%0.00
DMCDel Monte Corp不變歷史3300.0%$78$77$0<0.1%<0.1%0.00
HTZWWHertz Global Holdings, Inc不變歷史131300.0%$80$131$0<0.1%<0.1%0.00
MSTRStrategy Inc不變歷史000$82$86–<0.1%<0.1%0.00
FLNAFilana Therapeutics, Inc.不變歷史5500.0%$83$123$0<0.1%<0.1%0.00
TBHCBrand House Collective, Inc.不變歷史505000.0%$86$140$0<0.1%<0.1%0.00
ONBOld National Bancorp不變歷史6600.0%$87$84$0<0.1%<0.1%0.00
LEN.BLennar Corp不變歷史1100.0%$102$113$0<0.1%<0.1%0.00
WMGWarner Music Group Corp.新進歷史40+4$118$0+$118<0.1%0.0%0.00
OESXOrion Energy Systems, Inc.不變歷史10010000.0%$126$163$0<0.1%<0.1%0.00
AMLIFAmerican Lithium Corp.不變歷史10010000.0%$143$201$0<0.1%<0.1%0.00
KNFKnife River Corp不變歷史3300.0%$146$131$0<0.1%<0.1%0.00
FIGSFIGS, Inc.不變歷史252500.0%$148$207$0<0.1%<0.1%0.00
Decarbonization Plus Acqu II242794105不變–50050000.0%$151$545$0<0.1%<0.1%0.00
LLLL Flooring Holdings, Inc.減碼歷史50831−781−94.0%$159$3,183−$2,483.58<0.1%<0.1%0.00
TXG10x Genomics, Inc.不變歷史4400.0%$165$223$0<0.1%<0.1%0.00
KSSKOHLS Corp不變歷史8800.0%$168$184$0<0.1%<0.1%0.00
CHDNChurchill Downs Inc新進歷史20+2$174$0+$174<0.1%0.0%0.00
LBRDALiberty Broadband Corp新進歷史20+2$182$0+$182<0.1%0.0%0.00
NAVINavient Corp不變歷史111100.0%$189$204$0<0.1%<0.1%0.00
ZIMVZimVie Inc.不變歷史212100.0%$198$236$0<0.1%<0.1%0.00
TNDMTandem Diabetes Care Inc不變歷史101000.0%$208$245$0<0.1%<0.1%0.00
Bitfarms Ltd Com09173B107新進–2000+200$214$0+$214<0.1%0.0%0.00
MANUManchester United plc減碼歷史1148−37−77.1%$218$1,170−$733.27<0.1%<0.1%0.00
CSTECaesarstone Ltd.不變歷史525200.0%$223$272$0<0.1%<0.1%0.00
Schwab Fundamental U.S. Large Company ETF808524771新進–40+4$224$0+$224<0.1%0.0%0.00
ETF Managers Tr26924G508不變–717100.0%$259$211$0<0.1%<0.1%0.00
ProShares Tr74347B110加碼–2322+1+4.5%$270$237+$11.74<0.1%<0.1%0.00
Dimensional ETF Trust25434V104不變–9900.0%$272$281$0<0.1%<0.1%0.00
HCPHashiCorp, Inc.不變歷史121200.0%$274$314$0<0.1%<0.1%0.00
Kraneshares Trust500767306不變–101000.0%$274$269$0<0.1%<0.1%0.00
TFSLTFS Financial CORP不變歷史252500.0%$296$314$0<0.1%<0.1%0.00
LLAPTerran Orbital Corp新進歷史3680+368$306$0+$306<0.1%0.0%0.00
WWRWestwater Resources, Inc.不變歷史50050000.0%$334$411$0<0.1%<0.1%0.00
iShares Tr46434V696不變–6600.0%$334$345$0<0.1%<0.1%0.00
ProShares Tr74347B714加碼–3130+1+3.3%$335$321+$10.81<0.1%<0.1%0.00
Schwab International Small-Cap Equity ETF808524888新進–110+11$355$0+$355<0.1%0.0%0.00
NVCRNovoCure Ltd加碼歷史236+17+283.3%$372$249+$274.96<0.1%<0.1%0.00
Ssga Active ETF Tr78467V608不變–9900.0%$377$377$0<0.1%<0.1%0.00
Curevac N VN2451R105新進–560+56$382$0+$382<0.1%0.0%0.00
SOUNSoundhound AI, Inc.新進歷史1910+191$384$0+$384<0.1%0.0%0.00
TYLTyler Technologies Inc不變歷史1100.0%$386$416$0<0.1%<0.1%0.00
MTNBMatinas BioPharma Holdings, Inc.不變歷史3,0003,00000.0%$390$1,080$0<0.1%<0.1%0.00
Dada Nexus Ltd23344D108新進–880+88$392$0+$392<0.1%0.0%0.00
Proshares Ultrapro Short Qqq - US ETP74347G432加碼–1915+4+26.7%$397$287+$83.58<0.1%<0.1%0.00
BURLBurlington Stores, Inc.不變歷史3300.0%$406$472$0<0.1%<0.1%0.00
WDFCWD 40 Co新進歷史20+2$406$0+$406<0.1%0.0%0.00
BALYBally's Corp新進歷史310+31$406$0+$406<0.1%0.0%0.00
SIMOSilicon Motion Technology CORP減碼歷史89−1−11.1%$410$647−$51.25<0.1%<0.1%0.00
CDZICadiz Inc不變歷史12512500.0%$414$508$0<0.1%<0.1%0.00
KMPRKEMPER Corp不變歷史101000.0%$420$483$0<0.1%<0.1%0.00
GFIGold Fields Ltd新進歷史390+39$424$0+$424<0.1%0.0%0.00
CFFNCapitol Federal Financial, Inc.減碼歷史892,162−2,073−95.9%$425$1.33 萬−$9,899.16<0.1%<0.1%0.00
RCKYRocky Brands, Inc.新進歷史290+29$426$0+$426<0.1%0.0%0.00
GOGrocery Outlet Holding Corp.減碼歷史1533−18−54.5%$433$1,010−$519.6<0.1%<0.1%0.00
HCIHCI Group, Inc.不變歷史8800.0%$434$494$0<0.1%<0.1%0.00
NKTXNkarta, Inc.新進歷史3120+312$434$0+$434<0.1%0.0%0.00
BOXBox Inc不變歷史181800.0%$436$529$0<0.1%<0.1%0.00

估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。