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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
CMCCommercial Metals CoStock820$4.05 萬<0.1%+8+1.0%加碼歷史
CFRCullen/Frost Bankers, Inc.COM446$4.06 萬<0.1%+28+6.7%加碼歷史
BNYBank of New York Mellon CorpStock958$4.09 萬<0.1%+26+2.8%加碼歷史
NOVNOV Inc.COM1,959$4.09 萬<0.1%−3−0.2%減碼歷史
AVTRAvantor, Inc.COM1,946$4.10 萬<0.1%+116+6.3%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD1,160$4.13 萬<0.1%−705−37.8%減碼歷史
PBFPBF Energy Inc.CL A771$4.13 萬<0.1%+9+1.2%加碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$4.13 萬<0.1%00.0%不變歷史
NICENICE Ltd.SPONSORED ADR244$4.15 萬<0.1%−52−17.6%減碼歷史
VRSKVerisk Analytics, Inc.COM176$4.16 萬<0.1%−48−21.4%減碼歷史
STNStantec IncCOM642$4.16 萬<0.1%00.0%不變歷史
GPIGroup 1 Automotive IncCOM155$4.17 萬<0.1%−12−7.2%減碼歷史
RNRRenaissancere Holdings LtdCOM211$4.18 萬<0.1%00.0%不變歷史
Victory Portfolios II92647N527CORE BD ETF938$4.18 萬<0.1%+8+0.9%加碼–
BNSBank of Nova ScotiaCOM919$4.19 萬<0.1%+529+135.6%加碼歷史
TROXTronox Holdings plcSHS3,123$4.20 萬<0.1%+78+2.6%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$4.21 萬<0.1%00.0%不變歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH448$4.22 萬<0.1%+2+0.4%加碼–
URIUnited Rentals, Inc.COM95$4.22 萬<0.1%+9+10.5%加碼歷史
SPDR Series Trust78464A789ST STR SP INS1,000$4.25 萬<0.1%00.0%不變–
iShares Tr46436E759ESG EAFE ETF746$4.26 萬<0.1%+24+3.3%加碼–
SWNSouthwestern Energy CoCOM6,613$4.27 萬<0.1%−1,961−22.9%減碼歷史
CNCCentene CorpStock620$4.27 萬<0.1%+126+25.5%加碼歷史
EIXEdison InternationalStock680$4.30 萬<0.1%+14+2.1%加碼歷史
WPPWPP plcADR965$4.30 萬<0.1%−28−2.8%減碼歷史
WYNNWynn Resorts LtdCOM466$4.31 萬<0.1%−48−9.3%減碼歷史
GGBGerdau S.A.SPON ADR REP PFD9,040$4.31 萬<0.1%+97+1.1%加碼歷史
IEXIdex CorpCOM207$4.31 萬<0.1%+43+26.2%加碼歷史
SWKStanley Black & Decker, Inc.COM518$4.33 萬<0.1%+231+80.5%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH1,278$4.33 萬<0.1%+8+0.6%加碼–
YETIYETI Holdings, Inc.COM900$4.34 萬<0.1%+10+1.1%加碼歷史
OSISOsi Systems IncCOM370$4.37 萬<0.1%00.0%不變歷史
CUZCousins Properties IncCOM NEW2,156$4.39 萬<0.1%+359+20.0%加碼歷史
LNCLincoln National CorpCOM1,786$4.41 萬<0.1%+571+47.0%加碼歷史
ECLEcolab Inc.Stock261$4.42 萬<0.1%−18−6.5%減碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,190$4.43 萬<0.1%−245−17.1%減碼–
RBLXRoblox CorpStock1,540$4.46 萬<0.1%−15−1.0%減碼歷史
NTRNutrien Ltd.COM723$4.47 萬<0.1%−150−17.2%減碼歷史
Cullman Bancorp Inc Com230150104Stock4,261$4.47 萬<0.1%+4,261新進–
BMBLBumble Inc.COM CL A3,000$4.48 萬<0.1%+3,000新進歷史
SESea LtdSPONSORD ADS1,020$4.48 萬<0.1%+485+90.7%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF130$4.49 萬<0.1%00.0%不變–
STMSTMicroelectronics N.V.NY REGISTRY1,043$4.50 萬<0.1%−41−3.8%減碼歷史
COOKTraeger, Inc.COMMON STOCK16,500$4.50 萬<0.1%00.0%不變歷史
iShares Tr464287762US HLTHCARE ETF167$4.51 萬<0.1%−14−7.7%減碼–
EPREpr PropertiesCOM SH BEN INT1,086$4.51 萬<0.1%−26−2.3%減碼歷史
PNRPENTAIR plcSHS703$4.55 萬<0.1%+271+62.7%加碼歷史
TREXTrex Co IncCOM739$4.55 萬<0.1%−23−3.0%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,360$4.56 萬<0.1%00.0%不變歷史
MARMarriott International IncStock232$4.57 萬<0.1%+11+5.0%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW504$4.57 萬<0.1%00.0%不變歷史
FSVFirstService CorpCOM314$4.57 萬<0.1%+50+18.9%加碼歷史
MKTXMarketaxess Holdings IncCOM214$4.57 萬<0.1%−12−5.3%減碼歷史
CCICrown Castle Inc.REIT500$4.60 萬<0.1%−1,375−73.3%減碼歷史
DASHDoorDash, Inc.Stock580$4.61 萬<0.1%+13+2.3%加碼歷史
GILGildan Activewear Inc.Stock1,646$4.61 萬<0.1%+900+120.6%加碼歷史
AELAmerican National Group Inc.COM860$4.61 萬<0.1%00.0%不變歷史
PATHUiPath, Inc.Stock2,739$4.69 萬<0.1%−61−2.2%減碼歷史
AAPAdvance Auto Parts IncCOM840$4.70 萬<0.1%+719+594.2%加碼歷史
PFGPrincipal Financial Group IncCOM653$4.71 萬<0.1%+25+4.0%加碼歷史
PEOAdams Natural Resources Fund, Inc.COM2,038$4.71 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM525$4.71 萬<0.1%−294−35.9%減碼歷史
AAgilent Technologies, Inc.COM423$4.73 萬<0.1%+70+19.8%加碼歷史
MDCSekisui House U.S., Inc.COM1,148$4.73 萬<0.1%00.0%不變歷史
CAECae IncCOM2,029$4.74 萬<0.1%+935+85.5%加碼歷史
Victory Portfolios II92647N881VCSHS INTL HG DV1,587$4.74 萬<0.1%+16+1.0%加碼–
HOUSAnywhere Real Estate Inc.COM7,388$4.75 萬<0.1%+445+6.4%加碼歷史
CIENCiena CorpCOM NEW1,007$4.76 萬<0.1%+169+20.2%加碼歷史
CTRACoterra Energy Inc.Stock1,759$4.76 萬<0.1%−122−6.5%減碼歷史
TTCToro CoCOM573$4.76 萬<0.1%+4+0.7%加碼歷史
MGAMagna International IncCOM889$4.77 萬<0.1%+9+1.0%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT1,050$4.77 萬<0.1%+82+8.5%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF355$4.81 萬<0.1%+7+2.0%加碼–
BNBROOKFIELD CorpCL A LTD VT SH1,548$4.84 萬<0.1%+501+47.9%加碼歷史
iShares Select Dividend ETF464287168ETF450$4.84 萬<0.1%00.0%不變–
iShares Tr464287549EXPND TEC SC ETF127$4.85 萬<0.1%−2−1.6%減碼–
PZZAPapa Johns International IncStock715$4.88 萬<0.1%+18+2.6%加碼歷史
MTCHMatch Group, Inc.COM1,246$4.88 萬<0.1%+38+3.1%加碼歷史
MTHMeritage Homes CORPCOM399$4.88 萬<0.1%−3−0.7%減碼歷史
CPTCamden Property TrustREIT517$4.89 萬<0.1%−75−12.7%減碼歷史
TECKTeck Resources LtdCL B1,136$4.89 萬<0.1%+130+12.9%加碼歷史
TFIITFI International Inc.COM382$4.91 萬<0.1%+34+9.8%加碼歷史
SEESealed Air CorpCOM1,497$4.92 萬<0.1%−62−4.0%減碼歷史
MELIMercadolibre IncCOM39$4.94 萬<0.1%+5+14.7%加碼歷史
FHNFirst Horizon CorpCOM4,494$4.95 萬<0.1%−302−6.3%減碼歷史
FTREFortrea Holdings Inc.COMMON STOCK1,734$4.96 萬<0.1%+1,734新進歷史
SRCLStericycle IncCOM1,110$4.96 萬<0.1%+43+4.0%加碼歷史
PCARPaccar IncCOM586$4.98 萬<0.1%+38+6.9%加碼歷史
ARK Innovation ETF00214Q104ETF1,259$4.99 萬<0.1%−1−0.1%減碼–
CIVICivitas Resources, Inc.EQUITY US CM620$5.01 萬<0.1%−16−2.5%減碼歷史
MOHMolina Healthcare, Inc.COM153$5.02 萬<0.1%+26+20.5%加碼歷史
RJFRaymond James Financial IncCOM500$5.02 萬<0.1%−446−47.1%減碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,102$5.02 萬<0.1%+9+0.8%加碼歷史
EFOREverforth IncCOM615$5.02 萬<0.1%+171+38.5%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,068$5.04 萬<0.1%00.0%不變歷史
ESLTElbit Systems LtdStock255$5.05 萬<0.1%+1+0.4%加碼歷史
Nuveen PFD & Incm Securties67072C105COM8,186$5.05 萬<0.1%−126−1.5%減碼–
CNPCenterpoint Energy IncCOM1,885$5.06 萬<0.1%+78+4.3%加碼歷史
QDELQuidelOrtho CorpCOM702$5.13 萬<0.1%−10−1.4%減碼歷史
VMRKVivmark ResidentialSH BEN INT873$5.13 萬<0.1%+9+1.0%加碼歷史

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