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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）
CRVLCorvel Corp減碼歷史411−7−63.6%$787$2,129−$1,377.25<0.1%<0.1%0.00
PRDOPerdoceo Education Corp不變歷史464600.0%$787$564$0<0.1%<0.1%0.00
TWOU2U, LLC不變歷史32532500.0%$803$1,310$0<0.1%<0.1%0.00
CHEFChefs' Warehouse, Inc.減碼歷史38180−142−78.9%$805$6,437−$3,008.16<0.1%<0.1%0.00
DYNDyne Therapeutics, Inc.不變歷史909000.0%$806$1,013$0<0.1%<0.1%0.00
MCYMercury General Corp減碼歷史2981−52−64.2%$813$2,452−$1,457.79<0.1%<0.1%0.00
OPIOffice Properties Income Trust減碼歷史199701−502−71.6%$816$5,398−$2,058.45<0.1%<0.1%0.00
IOSPInnospec Inc.減碼歷史821−13−61.9%$818$2,109−$1,329.25<0.1%<0.1%0.00
CSGSCSG Systems International Inc減碼歷史1638−22−57.9%$818$2,004−$1,124.75<0.1%<0.1%0.00
SAFTSafety Insurance Group Inc減碼歷史1224−12−50.0%$818$1,721−$818<0.1%<0.1%0.00
FFBCFirst Financial Bancorp減碼歷史42288−246−85.4%$823$5,887−$4,820.43<0.1%<0.1%0.00
VRRMVerra Mobility Corp不變歷史444400.0%$823$868$0<0.1%<0.1%0.00
iShares Inc464286772不變–141400.0%$825$887$0<0.1%<0.1%0.00
CCCCC4 Therapeutics, Inc.新進歷史4480+448$833$0+$833<0.1%0.0%0.00
Via Renewables, Inc.92556D304新進–1140+114$838$0+$838<0.1%0.0%0.00
BBTBeacon Financial Corp減碼歷史4289−47−52.8%$842$1,845−$942.24<0.1%<0.1%0.00
PAHCPhibro Animal Health Corp減碼歷史66122−56−45.9%$843$1,671−$715.27<0.1%<0.1%0.00
REYNReynolds Consumer Products Inc.減碼歷史33108−75−69.4%$846$3,051−$1,922.73<0.1%<0.1%0.00
SHOOSteven Madden, Ltd.減碼歷史27131−104−79.4%$858$4,282−$3,304.89<0.1%<0.1%0.00
CGCCanopy Growth Corp不變歷史1,1021,10200.0%$863$427$0<0.1%<0.1%0.00
CALYCallaway Golf Co減碼歷史63208−145−69.7%$872$4,129−$2,006.98<0.1%<0.1%0.00
CORTCorcept Therapeutics Inc新進歷史320+32$872$0+$872<0.1%0.0%0.00
PJTPJT Partners Inc.不變歷史111100.0%$874$766$0<0.1%<0.1%0.00
APPSDigital Turbine, Inc.新進歷史1450+145$877$0+$877<0.1%0.0%0.00
OLPXOlaplex Holdings, Inc.加碼歷史45311+442+4,018.2%$883$41+$861.56<0.1%<0.1%0.00
TECHBIO-TECHNE Corp減碼歷史13157−144−91.7%$884$1.28 萬−$9,792<0.1%<0.1%0.00
UPWheels Up Experience Inc.新進歷史4280+428$886$0+$886<0.1%0.0%0.00
CXTCrane NXT, Co.新進歷史160+16$889$0+$889<0.1%0.0%0.00
TRCTejon Ranch Co不變歷史555500.0%$892$947$0<0.1%<0.1%0.00
NNINelnet Inc不變歷史101000.0%$893$965$0<0.1%<0.1%0.00
FLYWFlywire Corp新進歷史280+28$893$0+$893<0.1%0.0%0.00
VSXYVictoria's Secret & Co.減碼歷史54273−219−80.2%$901$4,758−$3,654.06<0.1%<0.1%0.00
CELHCelsius Holdings, Inc.加碼歷史54+1+25.0%$901$597+$180.2<0.1%<0.1%0.00
HLNEHamilton Lane INC新進歷史100+10$904$0+$904<0.1%0.0%0.00
MCHBMechanics Bancorp新進歷史1160+116$904$0+$904<0.1%0.0%0.00
STSensata Technologies Holding plc新進歷史240+24$908$0+$908<0.1%0.0%0.00
SSTKShutterstock, Inc.減碼歷史24172−148−86.0%$913$8,371−$5,630.17<0.1%<0.1%0.00
SBHSally Beauty Holdings, Inc.減碼歷史109530−421−79.4%$913$6,546−$3,526.36<0.1%<0.1%0.00
TPRTapestry, Inc.減碼歷史32197−165−83.8%$920$8,432−$4,743.75<0.1%<0.1%0.00
ISTRInvestar Holding Corp新進歷史870+87$921$0+$921<0.1%0.0%0.00
TRTXTPG RE Finance Trust, Inc.新進歷史1370+137$922$0+$922<0.1%0.0%0.00
STAAStaar Surgical Co減碼歷史2399−76−76.8%$924$5,204−$3,053.22<0.1%<0.1%0.00
MTTRMatterport, Inc.新進歷史4260+426$924$0+$924<0.1%0.0%0.00
UDRUDR, Inc.減碼歷史2692−66−71.7%$927$3,952−$2,353.15<0.1%<0.1%0.00
HAYNHaynes International Inc不變歷史202000.0%$930$1,016$0<0.1%<0.1%0.00
BHMBluerock Homes Trust, Inc.新進歷史720+72$930$0+$930<0.1%0.0%0.00
CNNECannae Holdings, Inc.不變歷史505000.0%$932$1,011$0<0.1%<0.1%0.00
NXDTNexpoint Diversified Real Estate Trust新進歷史1070+107$932$0+$932<0.1%0.0%0.00
INGNInogen Inc新進歷史1790+179$934$0+$934<0.1%0.0%0.00
JYNTJOINT Corp新進歷史1040+104$935$0+$935<0.1%0.0%0.00
HGVHilton Grand Vacations Inc.減碼歷史2332−9−28.1%$936$1,454−$366.26<0.1%<0.1%0.00
VSTVistra Corp.不變歷史282800.0%$939$740$0<0.1%<0.1%0.00
SGMLSigma Lithium Corp新進歷史290+29$941$0+$941<0.1%0.0%0.00
POSTPost Holdings, Inc.不變歷史111100.0%$943$953$0<0.1%<0.1%0.00
TTECTTEC Holdings, Inc.新進歷史360+36$944$0+$944<0.1%0.0%0.00
MDXGMimedx Group, Inc.新進歷史1300+130$948$0+$948<0.1%0.0%0.00
EZPWEzcorp Inc不變歷史11511500.0%$949$964$0<0.1%<0.1%0.00
SPDR Index Shs FDS78463X863不變–404000.0%$951$991$0<0.1%<0.1%0.00
BOCBoston Omaha Corp新進歷史580+58$951$0+$951<0.1%0.0%0.00
WOOFPetco Health & Wellness Company, Inc.新進歷史2330+233$953$0+$953<0.1%0.0%0.00
IRDMIridium Communications Inc.新進歷史210+21$955$0+$955<0.1%0.0%0.00
BIGGQFormer BL Stores Inc加碼歷史18765+122+187.7%$956$574+$623.7<0.1%<0.1%0.00
DCODucommun Inc不變歷史222200.0%$957$959$0<0.1%<0.1%0.00
TREELendingTree, Inc.新進歷史620+62$961$0+$961<0.1%0.0%0.00
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853不變–333300.0%$962$858$0<0.1%<0.1%0.00
ALITAlight, Inc. / Delaware新進歷史1360+136$964$0+$964<0.1%0.0%0.00
BZUNBaozun Inc.新進歷史3110+311$964$0+$964<0.1%0.0%0.00
iShares Tr46435G102不變–131300.0%$965$993$0<0.1%<0.1%0.00
NGLNGL Energy Partners LP不變歷史25025000.0%$968$973$0<0.1%<0.1%0.00
NOMDNomad Foods Ltd減碼歷史64144−80−55.6%$974$2,523−$1,217.5<0.1%<0.1%0.00
Dimensional Emerging Core Equity Market ETF25434V302加碼–4339+4+10.3%$974$917+$90.6<0.1%<0.1%0.00
FPIFarmland Partners Inc.不變歷史959500.0%$975$1,160$0<0.1%<0.1%0.00
QVCGAOld QVC Group, Inc.新進歷史1,6070+1,607$975$0+$975<0.1%0.0%0.00
EBFEnnis, Inc.不變歷史464600.0%$976$937$0<0.1%<0.1%0.00
CGNXCognex Corp新進歷史230+23$976$0+$976<0.1%0.0%0.00
CLPTClearPoint Neuro, Inc.新進歷史1950+195$977$0+$977<0.1%0.0%0.00
OCGNOcugen, Inc.新進歷史2,4440+2,444$978$0+$978<0.1%0.0%0.00
FVRRFiverr International Ltd.不變歷史404000.0%$979$1,040$0<0.1%<0.1%0.00
RUSHARush Enterprises Inc新進歷史240+24$980$0+$980<0.1%0.0%0.00
BEBloom Energy Corp新進歷史740+74$981$0+$981<0.1%0.0%0.00
SASRSandy Spring Bancorp Inc新進歷史460+46$986$0+$986<0.1%0.0%0.00
DDSDillard's, Inc.新進歷史30+3$992$0+$992<0.1%0.0%0.00
iShares Tr46429B671不變–232300.0%$996$1,029$0<0.1%<0.1%0.00
OROR Royalties Inc.加碼歷史8532+53+165.6%$999$492+$622.91<0.1%<0.1%0.00
BLCOBausch & Lomb Corp不變歷史595900.0%$1,000$1,184$0<0.1%<0.1%0.00
ENOVEnovis CORP減碼歷史1946−27−58.7%$1,002$2,949−$1,423.89<0.1%<0.1%0.00
ECHOEchoStar CORP不變歷史606000.0%$1,005$1,040$0<0.1%<0.1%0.00
HAPNHappen, Inc.新進歷史1650+165$1,007$0+$1,007<0.1%0.0%0.00
GOLFAcushnet Holdings Corp.新進歷史190+19$1,008$0+$1,008<0.1%0.0%0.00
Uscf ETF Tr90290T882新進–290+29$1,009$0+$1,009<0.1%0.0%0.00
AXNXAxonics, Inc.新進歷史180+18$1,010$0+$1,010<0.1%0.0%0.00
NUVLNuvalent, Inc.新進歷史220+22$1,011$0+$1,011<0.1%0.0%0.00
INSTInstructure Holdings, Inc.不變歷史404000.0%$1,016$1,006$0<0.1%<0.1%0.00
HYFMHydrofarm Holdings Group, Inc.新進歷史8340+834$1,017$0+$1,017<0.1%0.0%0.00
AYXAlteryx, Inc.加碼歷史2725+2+8.0%$1,018$1,135+$75.41<0.1%<0.1%0.00
TBRGTruBridge, Inc.新進歷史640+64$1,020$0+$1,020<0.1%0.0%0.00
SBGISinclair, Inc.新進歷史910+91$1,021$0+$1,021<0.1%0.0%0.00
MDGLMadrigal Pharmaceuticals, Inc.加碼歷史76+1+16.7%$1,022$1,386+$146<0.1%<0.1%0.00
DNAGinkgo Bioworks Holdings, Inc.新進歷史5650+565$1,023$0+$1,023<0.1%0.0%0.00
MNROMonro, Inc.減碼歷史3784−47−56.0%$1,027$3,413−$1,304.57<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。