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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）
FLLFull House Resorts Inc新進歷史1020+102$436$0+$436<0.1%0.0%0.00
ACADAcadia Pharmaceuticals Inc不變歷史212100.0%$438$503$0<0.1%<0.1%0.00
CFLTConfluent, Inc.不變歷史151500.0%$444$530$0<0.1%<0.1%0.00
GEVOGevo, Inc.新進歷史3730+373$444$0+$444<0.1%0.0%0.00
OGIOrganigram Global Inc.不變依 1 比 4 拆股換算歷史33733800.0%$445$527$0<0.1%<0.1%0.00
OZKBank OZK不變歷史121200.0%$445$482$0<0.1%<0.1%0.00
ProShares Tr74347B425加碼–3130+1+3.3%$445$422+$14.35<0.1%<0.1%0.00
CNTYCentury Casinos Inc新進歷史870+87$446$0+$446<0.1%0.0%0.00
STNEStoneCo Ltd.不變歷史424200.0%$448$535$0<0.1%<0.1%0.00
FLICFirst of Long Island Corp新進歷史390+39$449$0+$449<0.1%0.0%0.00
RRGBRed Robin Gourmet Burgers Inc新進歷史560+56$450$0+$450<0.1%0.0%0.00
AUAngloGold Ashanti PLC減碼歷史2937−8−21.6%$458$780−$126.34<0.1%<0.1%0.00
VTGNVistagen Therapeutics, Inc.新進歷史880+88$461$0+$461<0.1%0.0%0.00
iShares Tr464288257不變–5500.0%$462$480$0<0.1%<0.1%0.00
GOODGladstone Commercial Corp新進歷史380+38$462$0+$462<0.1%0.0%0.00
AGENAgenus Inc新進歷史4100+410$463$0+$463<0.1%0.0%0.00
UBSIUnited Bankshares Inc減碼歷史1726−9−34.6%$469$771−$248.29<0.1%<0.1%0.00
HYLNHyliion Holdings Corp.不變歷史40040000.0%$472$668$0<0.1%<0.1%0.00
KRNTKornit Digital Ltd.新進歷史250+25$473$0+$473<0.1%0.0%0.00
FFICFlushing Financial Corp新進歷史360+36$473$0+$473<0.1%0.0%0.00
WASHWashington Trust Bancorp Inc新進歷史180+18$474$0+$474<0.1%0.0%0.00
CLPRClipper Realty Inc.新進歷史920+92$477$0+$477<0.1%0.0%0.00
NDLSNOODLES & Co新進歷史1940+194$477$0+$477<0.1%0.0%0.00
BRXBrixmor Property Group Inc.減碼歷史23108−85−78.7%$478$2,376−$1,766.52<0.1%<0.1%0.00
TWTradeweb Markets Inc.不變歷史6600.0%$481$411$0<0.1%<0.1%0.00
NOGNorthern Oil & Gas, Inc.新進歷史120+12$483$0+$483<0.1%0.0%0.00
PENPenumbra Inc減碼歷史24−2−50.0%$484$1,376−$484<0.1%<0.1%0.00
INOInovio Pharmaceuticals, Inc.新進歷史1,2440+1,244$484$0+$484<0.1%0.0%0.00
HSAIHesai Group新進歷史490+49$490$0+$490<0.1%0.0%0.00
KAMNKAMAN Corp新進歷史250+25$491$0+$491<0.1%0.0%0.00
WWWWolverine World Wide Inc減碼歷史61667−606−90.9%$492$9,798−$4,887.74<0.1%<0.1%0.00
VTMXVesta Real Estate Corporation, S.A.B. de C.V.新進歷史150+15$493$0+$493<0.1%0.0%0.00
REXRRexford Industrial Realty, Inc.減碼歷史1031−21−67.7%$494$1,619−$1,037.4<0.1%<0.1%0.00
IFSIntercorp Financial Services Inc.不變歷史222200.0%$495$546$0<0.1%<0.1%0.00
TFPMTriple Flag Precious Metals Corp.減碼歷史38103−65−63.1%$497$1,419−$850.13<0.1%<0.1%0.00
JXNJackson Financial Inc.不變歷史131300.0%$497$398$0<0.1%<0.1%0.00
GTLBGitlab Inc.新進歷史110+11$497$0+$497<0.1%0.0%0.00
RLJRLJ Lodging Trust新進歷史510+51$499$0+$499<0.1%0.0%0.00
BLDQXO Insulation, LLC不變歷史2200.0%$503$532$0<0.1%<0.1%0.00
RELYRemitly Global, Inc.不變歷史202000.0%$504$376$0<0.1%<0.1%0.00
RUMRUM Group Inc.不變歷史10010000.0%$510$892$0<0.1%<0.1%0.00
Hollysys Automation Tchngy LG45667105新進–260+26$516$0+$516<0.1%0.0%0.00
OPCHOption Care Health, Inc.新進歷史160+16$518$0+$518<0.1%0.0%0.00
VRNSVaronis Systems Inc新進歷史170+17$519$0+$519<0.1%0.0%0.00
OTTROtter Tail Corp減碼歷史714−7−50.0%$531$1,105−$531<0.1%<0.1%0.00
Ea Series Trust02072L722不變–181800.0%$532$480$0<0.1%<0.1%0.00
Copel-ADR20441B605新進–610+61$535$0+$535<0.1%0.0%0.00
GFAIGuardforce AI Co., Ltd.新進歷史1160+116$535$0+$535<0.1%0.0%0.00
HAEHaemonetics Corp不變歷史6600.0%$537$511$0<0.1%<0.1%0.00
GRABGrab Holdings Ltd新進歷史1520+152$538$0+$538<0.1%0.0%0.00
WINGWingstop Inc.減碼歷史36−3−50.0%$540$1,201−$540<0.1%<0.1%0.00
ARK Blockchain & Fintech Innovation ETF00214Q708不變–282800.0%$542$585$0<0.1%<0.1%0.00
COLDAmericold Realty Trust減碼歷史1841−23−56.1%$547$1,324−$698.94<0.1%<0.1%0.00
VTLEVital Energy, Inc.新進歷史100+10$554$0+$554<0.1%0.0%0.00
IMGNImmunoGen, Inc.減碼歷史3569−34−49.3%$555$1,302−$539.14<0.1%<0.1%0.00
NVTAInvitae Corp不變歷史92592500.0%$560$1,045$0<0.1%<0.1%0.00
ESABESAB Corp不變歷史8800.0%$562$532$0<0.1%<0.1%0.00
GSLGlobal Ship Lease, Inc.不變歷史313100.0%$569$601$0<0.1%<0.1%0.00
DDLDingdong (Cayman) Ltd新進歷史2940+294$573$0+$573<0.1%0.0%0.00
RYANRyan Specialty Holdings, Inc.不變歷史121200.0%$581$539$0<0.1%<0.1%0.00
PRIPrimerica, Inc.不變歷史3300.0%$582$593$0<0.1%<0.1%0.00
SUMSummit Materials, Inc.不變歷史191900.0%$592$719$0<0.1%<0.1%0.00
LENZLENZ Therapeutics, Inc.新進歷史2390+239$593$0+$593<0.1%0.0%0.00
NEWRNew Relic, Inc.新進歷史70+7$599$0+$599<0.1%0.0%0.00
BWXTBWX Technologies, Inc.不變歷史8800.0%$602$573$0<0.1%<0.1%0.00
WNS Hldgs Ltd92932M101減碼–9499−490−98.2%$616$3.68 萬−$3.35 萬<0.1%<0.1%0.00
GNTXGentex Corp不變歷史191900.0%$618$556$0<0.1%<0.1%0.00
HTHTH World Group Ltd不變歷史161600.0%$631$620$0<0.1%<0.1%0.00
KLXEKLX Energy Services Holdings, Inc.新進歷史540+54$640$0+$640<0.1%0.0%0.00
OMFOneMain Holdings, Inc.減碼歷史16252−236−93.7%$641$1.10 萬−$9,454.75<0.1%<0.1%0.00
CNHCNH Industrial N.V.不變歷史535300.0%$641$763$0<0.1%<0.1%0.00
IRBTiRobot Corp新進歷史170+17$644$0+$644<0.1%0.0%0.00
OPRTOportun Financial Corp新進歷史900+90$650$0+$650<0.1%0.0%0.00
DACDanaos Corp不變歷史101000.0%$662$668$0<0.1%<0.1%0.00
LRNStride, Inc.加碼歷史1513+2+15.4%$675$484+$90<0.1%<0.1%0.00
MCMoelis & Co減碼歷史1519−4−21.1%$677$861−$180.53<0.1%<0.1%0.00
OGSONE Gas, Inc.減碼歷史1035−25−71.4%$683$2,688−$1,707.5<0.1%<0.1%0.00
WMSAdvanced Drainage Systems, Inc.不變歷史6600.0%$683$683$0<0.1%<0.1%0.00
ARK ETF Tr00214Q807不變–505000.0%$689$760$0<0.1%<0.1%0.00
UNFIUnited Natural Foods Inc不變歷史494900.0%$693$958$0<0.1%<0.1%0.00
MORNMorningstar, Inc.不變歷史3300.0%$703$588$0<0.1%<0.1%0.00
Schwab Fundamental International Small Equity ETF808524748新進–220+22$707$0+$707<0.1%0.0%0.00
BCRXBiocryst Pharmaceuticals Inc不變歷史10010000.0%$708$704$0<0.1%<0.1%0.00
AMCAMC Entertainment Holdings, Inc.新進歷史890+89$711$0+$711<0.1%0.0%0.00
NVAXNovavax Inc不變歷史10010000.0%$724$743$0<0.1%<0.1%0.00
HQYHealthequity, Inc.不變歷史101000.0%$731$631$0<0.1%<0.1%0.00
JPMorgan Chase & Co46625H365不變–303000.0%$741$687$0<0.1%<0.1%0.00
LMNDLemonade, Inc.減碼歷史6478−14−17.9%$744$1,314−$162.75<0.1%<0.1%0.00
OFIXOrthofix Medical Inc.新進歷史580+58$746$0+$746<0.1%0.0%0.00
iShares Tr464288646不變–151500.0%$747$753$0<0.1%<0.1%0.00
FLGTFulgent Genetics, Inc.不變歷史282800.0%$749$1,037$0<0.1%<0.1%0.00
TEXTerex Corp不變歷史131300.0%$749$778$0<0.1%<0.1%0.00
IMKTAIngles Markets Inc不變歷史101000.0%$753$827$0<0.1%<0.1%0.00
iShares Inc464286806不變–292900.0%$760$829$0<0.1%<0.1%0.00
INMDInMode Ltd.減碼歷史2535−10−28.6%$762$1,307−$304.8<0.1%<0.1%0.00
MDUMdu Resources Group Inc加碼歷史3914+25+178.6%$764$293+$489.74<0.1%<0.1%0.00
Jacob FDS Inc469785703不變–10010000.0%$765$920$0<0.1%<0.1%0.00
MCIBarings Corporate Investors不變歷史494900.0%$781$730$0<0.1%<0.1%0.00
CPKChesapeake Utilities Corp減碼歷史815−7−46.7%$782$1,785−$684.25<0.1%<0.1%0.00
NFBKNorthfield Bancorp, Inc.減碼歷史83441−358−81.2%$784$4,842−$3,381.59<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。