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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/11/3 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
2,495
較 2023 年第 2 季 +4
總值
$9.43 億
較 2023 年第 2 季 +$3,582 萬 (+3.9%)
申報日
2023/11/3
SEC
EverSource Wealth Advisors, LLC 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS1,566$1.33 萬<0.1%−193−11.0%減碼歷史
PLXSPlexus CorpCOM143$1.33 萬<0.1%−41−22.3%減碼歷史
AATAmerican Assets Trust, Inc.COM685$1.33 萬<0.1%+112+19.5%加碼歷史
ORealty Income CorpREIT267$1.33 萬<0.1%−752−73.8%減碼歷史
NEMNEWMONT CorpStock361$1.33 萬<0.1%−203−36.0%減碼歷史
FBPFirst BancorpCOM NEW992$1.34 萬<0.1%−248−20.0%減碼歷史
POWIPower Integrations IncCOM175$1.34 萬<0.1%−12−6.4%減碼歷史
RPT Realty74971D101SH BEN INT1,273$1.34 萬<0.1%−68−5.1%減碼–
WTMWhite Mountains Insurance Group LtdCOM9$1.35 萬<0.1%00.0%不變歷史
SKYWSkywest IncCOM321$1.35 萬<0.1%00.0%不變歷史
TTMITTM Technologies IncCOM1,049$1.35 萬<0.1%00.0%不變歷史
TDSTelephone & Data Systems IncCOM NEW738$1.35 萬<0.1%+445+151.9%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT1,300$1.36 萬<0.1%00.0%不變歷史
GBXGreenbrier Companies IncStock339$1.36 萬<0.1%00.0%不變歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.36 萬<0.1%00.0%不變歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A384$1.36 萬<0.1%−3,694−90.6%減碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD566$1.36 萬<0.1%−140−19.8%減碼–
NBIXNeurocrine Biosciences IncStock121$1.36 萬<0.1%+37+44.0%加碼歷史
MKCMcCormick & Co IncStock180$1.36 萬<0.1%−6−3.2%減碼歷史
ROCKGibraltar Industries, Inc.COM202$1.36 萬<0.1%00.0%不變歷史
AEOAmerican Eagle Outfitters IncCOM821$1.36 萬<0.1%+378+85.3%加碼歷史
AGRAvangrid, Inc.COM452$1.36 萬<0.1%+426+1,638.5%加碼歷史
ABCBAmeris BancorpCOM356$1.37 萬<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM178$1.37 萬<0.1%−45−20.2%減碼歷史
FFIVF5, Inc.Stock85$1.37 萬<0.1%+6+7.6%加碼歷史
ABRArbor Realty Trust IncCOM906$1.38 萬<0.1%+5+0.6%加碼歷史
NVSTEnvista Holdings CorpCOM494$1.38 萬<0.1%+151+44.0%加碼歷史
MANHManhattan Associates IncStock70$1.38 萬<0.1%+6+9.4%加碼歷史
EATBrinker International, IncStock438$1.38 萬<0.1%+16+3.8%加碼歷史
JBGSJBG Smith PropertiesCOM957$1.38 萬<0.1%−9−0.9%減碼歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I267$1.39 萬<0.1%+1+0.4%加碼–
AEEAmeren CorpCOM186$1.39 萬<0.1%−41−18.1%減碼歷史
CSLCarlisle Companies IncCOM54$1.40 萬<0.1%00.0%不變歷史
PODDInsulet CorpStock88$1.40 萬<0.1%+72+450.0%加碼歷史
YUMCYum China Holdings, Inc.COM252$1.40 萬<0.1%+54+27.3%加碼歷史
Schwab International Equity ETF808524805ETF418$1.42 萬<0.1%−626−60.0%減碼–
GLGlobe Life Inc.COM131$1.42 萬<0.1%00.0%不變歷史
Natura &CO Hldg S A63884N108ADS2,476$1.43 萬<0.1%+76+3.2%加碼–
CROXCrocs, Inc.COM162$1.43 萬<0.1%−5−3.0%減碼歷史
HUNHuntsman CORPCOM588$1.44 萬<0.1%+62+11.8%加碼歷史
UCBUnited Community Banks IncCOM568$1.44 萬<0.1%+44+8.4%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM253$1.45 萬<0.1%−87−25.6%減碼歷史
CNRCore Natural Resources, Inc.COM138$1.45 萬<0.1%00.0%不變歷史
VRTVVeritiv CorpCOM86$1.45 萬<0.1%00.0%不變歷史
INVXInnovex International, Inc.COM516$1.45 萬<0.1%−98−16.0%減碼歷史
iShares Tr46432F875MRNGSTR INC ETF769$1.46 萬<0.1%00.0%不變–
HLLYHolley Inc.COM2,940$1.47 萬<0.1%00.0%不變歷史
WHRWhirlpool CorpStock110$1.47 萬<0.1%+11+11.1%加碼歷史
FLOFlowers Foods IncCOM668$1.48 萬<0.1%+57+9.3%加碼歷史
WIXWix.com Ltd.SHS162$1.49 萬<0.1%+12+8.0%加碼歷史
EXASExact Sciences CorpCOM219$1.49 萬<0.1%−31−12.4%減碼歷史
TDOCTeladoc Health, Inc.COM805$1.50 萬<0.1%−95−10.6%減碼歷史
iShares Tr464288612INTRM GOV CR ETF148$1.50 萬<0.1%+1+0.7%加碼–
THSTreeHouse Foods, Inc.COM345$1.50 萬<0.1%−86−20.0%減碼歷史
NETCloudflare, Inc.CL A COM239$1.51 萬<0.1%−11−4.4%減碼歷史
iShares Tr464287796U.S. ENERGY ETF318$1.51 萬<0.1%00.0%不變–
WPMWheaton Precious Metals Corp.COM372$1.51 萬<0.1%+44+13.4%加碼歷史
LFUSLittelfuse IncCOM61$1.51 萬<0.1%−1−1.6%減碼歷史
EQNREquinor ASASPONSORED ADR461$1.51 萬<0.1%+42+10.0%加碼歷史
iShares Tr464287754US INDUSTRIALS150$1.51 萬<0.1%00.0%不變–
iShares Semiconductor ETF464287523ETF32$1.52 萬<0.1%00.0%不變–
GATXGatx CorpCOM140$1.52 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM205$1.53 萬<0.1%−75−26.8%減碼歷史
COKECoca-Cola Consolidated, Inc.COM24$1.53 萬<0.1%−9−27.3%減碼歷史
KTKT CorpSPONSORED ADR1,193$1.53 萬<0.1%−159−11.8%減碼歷史
MTArcelorMittalNY REGISTRY SH611$1.53 萬<0.1%+395+182.9%加碼歷史
ATIAti IncStock374$1.54 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX326$1.54 萬<0.1%−218−40.1%減碼–
IONSIonis Pharmaceuticals IncCOM340$1.54 萬<0.1%00.0%不變歷史
RCReady Capital CorpCOM1,527$1.54 萬<0.1%00.0%不變歷史
ARCBArcbest CorpCOM152$1.55 萬<0.1%00.0%不變歷史
SIGISelective Insurance Group IncCOM150$1.55 萬<0.1%00.0%不變歷史
UNITUniti Group Inc.COM3,316$1.57 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.57 萬<0.1%00.0%不變–
ITRIItron, Inc.COM259$1.57 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W703INTL EQUITY FD325$1.57 萬<0.1%00.0%不變–
TDToronto Dominion BankStock261$1.57 萬<0.1%+24+10.1%加碼歷史
CZRCaesars Entertainment, Inc.COM341$1.58 萬<0.1%−3−0.9%減碼歷史
BBWIBath & Body Works, Inc.COM468$1.58 萬<0.1%−280−37.4%減碼歷史
XPROExpro Group Holdings N.V.COM681$1.58 萬<0.1%00.0%不變歷史
FULFuller H B CoStock231$1.58 萬<0.1%−18−7.2%減碼歷史
iShares Tr46428951110+ YR INVST GRD337$1.59 萬<0.1%+4+1.2%加碼–
JDJD.com, Inc.SPON ADS CL A548$1.60 萬<0.1%+77+16.3%加碼歷史
GGenpact LTDSHS443$1.60 萬<0.1%+40+9.9%加碼歷史
BILLBILL Holdings, Inc.Stock148$1.61 萬<0.1%+25+20.3%加碼歷史
SFNCSimmons First National CorpCL A $1 PAR951$1.61 萬<0.1%−203−17.6%減碼歷史
STEPStepStone Group Inc.COM CL A512$1.62 萬<0.1%+512新進歷史
NEOGNeogen CorpCOM873$1.62 萬<0.1%+22+2.6%加碼歷史
PSOPearson PLCSPONSORED ADR1,536$1.62 萬<0.1%−664−30.2%減碼歷史
CCJCameco CorpStock409$1.62 萬<0.1%00.0%不變歷史
Atlantica Sustainable Infr PG0751N103SHS851$1.63 萬<0.1%+12+1.4%加碼–
NMIHNMI Holdings, Inc.COM605$1.64 萬<0.1%00.0%不變歷史
AIC3.ai, Inc.Stock644$1.64 萬<0.1%00.0%不變歷史
BAPCredicorp LtdCOM129$1.65 萬<0.1%00.0%不變歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP491$1.65 萬<0.1%00.0%不變–
iShares Tr464288752US HOME CONS ETF211$1.66 萬<0.1%00.0%不變–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$1.66 萬<0.1%−32−1.4%減碼歷史
CNKCinemark Holdings, Inc.COM907$1.66 萬<0.1%00.0%不變歷史
DEIDouglas Emmett IncCOM1,309$1.67 萬<0.1%−132−9.2%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR1,697$1.67 萬<0.1%−78−4.4%減碼歷史

2023 年第 2 季之後清倉（228 檔）

2023 年第 2 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 228 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
Alps ETF Tr00162Q452ALERIAN MLP11,713$45.9 萬0.1%–
WWEWorld Wrestling Entertainment, LLCCL A1,173$12.7 萬<0.1%歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$11.0 萬<0.1%歷史
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR2,107$10.5 萬<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA1,644$8.27 萬<0.1%–
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN1,354$6.80 萬<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS1,661$6.33 萬<0.1%歷史
PDCEPDC Energy, Inc.COM757$5.39 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD1,016$4.69 萬<0.1%–
iShares Tr464287580US CONSUM DISCRE640$4.55 萬<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP691$4.31 萬<0.1%歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,278$4.18 萬<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF673$4.15 萬<0.1%–
UNVRUnivar Solutions Inc.COM1,142$4.09 萬<0.1%歷史
iShares Tr46436E7180-3 MTH TREASURY282$2.84 萬<0.1%–
MGEEMge Energy IncCOM326$2.58 萬<0.1%歷史
FETForum Energy Technologies, Inc.Common908$2.32 萬<0.1%歷史
DYDycom Industries IncCOM200$2.27 萬<0.1%歷史
SYNHSyneos Health, Inc.CL A527$2.22 萬<0.1%歷史
SSRMSSR Mining Inc.Stock1,555$2.21 萬<0.1%歷史
INVEINVE Technologies, Inc.COM NEW2,195$1.85 萬<0.1%歷史
SLABSilicon Laboratories Inc.Stock114$1.80 萬<0.1%歷史
USXUS Xpress Enterprises IncCOM CL A2,907$1.78 萬<0.1%歷史
Listed FD Tr53656F144TEUCRIUM AGRI ST500$1.71 萬<0.1%–
ARNCArconic CorpCOM490$1.45 萬<0.1%歷史
PSNParsons CorpCOM221$1.06 萬<0.1%歷史
BTZBlackRock Credit Allocation Income TrustCOM963$9,774<0.1%歷史
Tata MTRS Ltd876568502SPONSORED ADR385$9,679<0.1%–
SCLStepan CoCOM99$9,460<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM99$9,225<0.1%歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG444$8,654<0.1%–
BMRNBiomarin Pharmaceutical IncCOM97$8,408<0.1%歷史
MDPediatrix Medical Group, Inc.COM565$8,029<0.1%歷史
ACHAccendra Health IncStock387$7,368<0.1%歷史
ADAMAdamas Trust, Inc.COM680$6,746<0.1%歷史
Liberty Media Corp531229409COM A SIRIUSXM205$6,726<0.1%–
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$6,096<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM149$5,981<0.1%歷史
CBUCommunity Financial System, Inc.COM127$5,954<0.1%歷史
KKR and Co Inc 6 McOnv PFD C48251W401CONVERTIBLE PREFERRED STOCK89$5,883<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM309$5,868<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE200$5,748<0.1%–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM250$5,738<0.1%–
AVDAmerican Vanguard CorpCOM306$5,468<0.1%歷史
OFEDOconee Federal Financial Corp.COM375$5,310<0.1%歷史
AKUAkumin Inc.COM25,800$4,644<0.1%歷史
GDOTGreen Dot CorpCL A245$4,591<0.1%歷史
DEAEasterly Government Properties, Inc.COM311$4,510<0.1%歷史
NTNXNutanix, Inc.Stock160$4,488<0.1%歷史
AEGAegon Ltd.NY REGISTRY SHS868$4,400<0.1%歷史
Pacer FDS Tr69374H840WEALTHSHIELD160$4,386<0.1%–
BOEBlackRock Enhanced Global Dividend TrustCOM426$4,290<0.1%歷史
PKPark Hotels & Resorts Inc.COM330$4,231<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM301$4,154<0.1%歷史
MNKDMannkind CorpCOM NEW1,000$4,070<0.1%歷史
HOVHovnanian Enterprises IncCL A NEW40$3,968<0.1%歷史
AVKAdvent Convertible & Income FundCOM331$3,879<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL50$3,878<0.1%–
PHKPIMCO High Income FundCOM SHS750$3,750<0.1%歷史
DXDynex Capital IncCOM288$3,626<0.1%歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM413$3,560<0.1%歷史
ARRArmour Residential REIT, Inc.COM NEW660$3,518<0.1%歷史
MMTAberdeen Multi-Market Income FundSH BEN INT763$3,441<0.1%歷史
LULufax Holding LtdADS REP SHS CL A2,356$3,369<0.1%歷史
IGRCbre Global Real Estate Income FundCOM629$3,288<0.1%歷史
MCRMFS Charter Income TrustSH BEN INT512$3,231<0.1%歷史
DANDANA IncCOM189$3,213<0.1%歷史
GHYPGIM Global High Yield Fund, Inc.COM290$3,181<0.1%歷史
HLHecla Mining CoCOM603$3,106<0.1%歷史
LSILife Storage, Inc.COM23$3,058<0.1%歷史
JQCNuveen Credit Strategies Income FundCOM SHS594$3,000<0.1%歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF338$2,995<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT274$2,915<0.1%歷史
VUZIVuzix CorpCOM NEW557$2,841<0.1%歷史
TSEOQTrinseo PLCCOM222$2,813<0.1%歷史
RTLNecessity Retail REIT, Inc.COM CLASS A416$2,812<0.1%歷史
STRLSterling Infrastructure, Inc.COM50$2,790<0.1%歷史
MODVModivCare IncCOM61$2,758<0.1%歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2,725<0.1%歷史
BCATBlackRock Capital Allocation Term TrustCOM162$2,471<0.1%歷史
CURVTorrid Holdings Inc.COM865$2,431<0.1%歷史
JRINuveen Real Asset Income & Growth FundCOM211$2,410<0.1%歷史
SLGCSomaLogic, Inc.CLASS A COM1,037$2,395<0.1%歷史
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$2,358<0.1%歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2,356<0.1%歷史
AWFAlliancebernstein Global High Income Fund IncCOM233$2,321<0.1%歷史
ISDPGIM High Yield Bond Fund, Inc.COM181$2,248<0.1%歷史
WisdomTree Tr97717W562US SMALLCAP FUND50$2,241<0.1%–
CENXCentury Aluminum CoCOM241$2,102<0.1%歷史
Theratechnologies Inc88338H100COM2,484$2,090<0.1%–
KLICKulicke & Soffa Industries IncCOM35$2,081<0.1%歷史
iShares Tr464287374NORTH AMERN NAT53$2,057<0.1%–
FRFirst Industrial Realty Trust IncCOM39$2,053<0.1%歷史
Chindata Group Hldgs Ltd16955F107ADS283$2,026<0.1%–
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR45$1,997<0.1%歷史
BMEZBlackRock Health Sciences Term TrustCOM SHS119$1,954<0.1%歷史
STEWSRH Total Return Fund, Inc.COM142$1,886<0.1%歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT236$1,853<0.1%歷史
NEXNextier Oilfield Solutions Inc.COM198$1,770<0.1%歷史
ISEEIVERIC bio, Inc.COM42$1,652<0.1%歷史