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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
Healthpeak Properties, Inc.71943U104COM85$1,036<0.1%−347−80.3%減碼–
AMKRAmkor Technology, Inc.COM46$1,040<0.1%00.0%不變歷史
SIBNSI-BONE, Inc.COM49$1,041<0.1%+49新進歷史
EVTCEVERTEC, Inc.COM28$1,041<0.1%00.0%不變歷史
HNSTHonest Company, Inc.COM826$1,041<0.1%+826新進歷史
RVLVRevolve Group, Inc.CL A77$1,048<0.1%+77新進歷史
VERVVerve Therapeutics, Inc.COM79$1,048<0.1%+79新進歷史
ODCOil-Dri Corp of AmericaCOM17$1,050<0.1%+17新進歷史
GKOSGLAUKOS CorpCOM14$1,054<0.1%+14新進歷史
IESCIES Holdings, Inc.COM16$1,054<0.1%−15−48.4%減碼歷史
BPMCBlueprint Medicines CorpCOM21$1,055<0.1%+21新進歷史
CONNConns IncCOM267$1,055<0.1%+266+26,600.0%加碼歷史
KRONKronos Bio, Inc.COM813$1,057<0.1%+813新進歷史
HASHasbro, Inc.COM16$1,058<0.1%00.0%不變歷史
RHRHCOM4$1,058<0.1%00.0%不變歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,058<0.1%00.0%不變–
DOCSDoximity, Inc.CL A50$1,061<0.1%−123−71.1%減碼歷史
PRKSUnited Parks & Resorts Inc.COM23$1,064<0.1%00.0%不變歷史
APLSApellis Pharmaceuticals, Inc.COM28$1,065<0.1%+22+366.7%加碼歷史
BCHBank of ChileSPONSORED ADS53$1,071<0.1%00.0%不變歷史
WMKWeis Markets IncCOM17$1,071<0.1%+4+30.8%加碼歷史
TIPTTiptree Inc.COM64$1,073<0.1%−9−12.3%減碼歷史
HZOMarinemax IncCOM33$1,083<0.1%+33新進歷史
LITELumentum Holdings Inc.COM24$1,084<0.1%−6−20.0%減碼歷史
RUSHBRush Enterprises IncCL B24$1,087<0.1%+8+50.0%加碼歷史
ACTEnact Holdings, Inc.COM40$1,089<0.1%00.0%不變歷史
VTOLBristow Group Inc.COM39$1,099<0.1%−4−9.3%減碼歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,105<0.1%00.0%不變–
iShares MSCI India ETF46429B598ETF25$1,106<0.1%00.0%不變–
FRMEFirst Merchants CorpCOM40$1,113<0.1%+40新進歷史
GRTSGritstone bio, Inc.COM649$1,116<0.1%+649新進歷史
TNKTeekay Tankers Ltd.CL A27$1,124<0.1%+27新進歷史
MEOHMethanex CorpCOM25$1,126<0.1%00.0%不變歷史
BRSPBrightSpire Capital, Inc.COM CL A180$1,127<0.1%−6−3.2%減碼歷史
UFPTUfp Technologies IncCOM7$1,130<0.1%−1−12.5%減碼歷史
NTRANatera, Inc.COM26$1,151<0.1%+20+333.3%加碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS35$1,154<0.1%00.0%不變歷史
DCOMDime Commercial Bancshares, Inc.COM58$1,158<0.1%+58新進歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1,160<0.1%00.0%不變–
CLVTClarivate PLCORD SHS173$1,161<0.1%−68−28.2%減碼歷史
RPCRidgepost Capital, Inc.CL A COM100$1,165<0.1%00.0%不變歷史
CPECallon Petroleum CoCOM30$1,174<0.1%+30新進歷史
ALSNAllison Transmission Holdings IncStock20$1,181<0.1%00.0%不變歷史
KELYAKelly Services IncCL A65$1,182<0.1%00.0%不變歷史
NEXANexa Resources S.A.COM196$1,186<0.1%+98+100.0%加碼歷史
TUPTupperware Brands CorpCOM852$1,193<0.1%+852新進歷史
UPLDUpland Software, Inc.COM259$1,197<0.1%+259新進歷史
WHDCactus, Inc.CL A24$1,205<0.1%00.0%不變歷史
VanEck Morningstar Wide Moat ETF92189F643ETF16$1,213<0.1%00.0%不變–
MMSMaximus, Inc.COM16$1,214<0.1%−4−20.0%減碼歷史
iShares Tr46434V274INTL EQTY FACTOR47$1,215<0.1%+9+23.7%加碼–
CRNXCrinetics Pharmaceuticals, Inc.COM41$1,219<0.1%+41新進歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD507$1,227<0.1%−1,212−70.5%減碼歷史
VCVisteon CorpCOM NEW9$1,243<0.1%00.0%不變歷史
NATRNatures Sunshine Products IncCOM75$1,243<0.1%+75新進歷史
RWTRedwood Trust IncCOM175$1,248<0.1%00.0%不變歷史
ALHCAlignment Healthcare, Inc.COM180$1,249<0.1%+180新進歷史
FELEFranklin Electric Co IncCOM14$1,249<0.1%−93−86.9%減碼歷史
HUBBHubbell IncCOM4$1,254<0.1%00.0%不變歷史
WSBFWaterstone Financial, Inc.COM115$1,259<0.1%+115新進歷史
OPADOfferpad Solutions Inc.COM CL A129$1,259<0.1%00.0%不變歷史
ALSumisho Air Lease CorpCL A32$1,261<0.1%−30−48.4%減碼歷史
MSAMSA Safety IncCOM8$1,263<0.1%00.0%不變歷史
GFLGFL Environmental Inc.SUB VTG SHS41$1,286<0.1%+25+156.3%加碼歷史
ETDEthan Allen Interiors IncCOM43$1,286<0.1%00.0%不變歷史
FIVEFive Below, IncCOM8$1,287<0.1%+8新進歷史
RMAXRE/MAX Holdings, Inc.CL A100$1,294<0.1%−364−78.4%減碼歷史
EGYVaalco Energy IncCOM NEW295$1,295<0.1%00.0%不變歷史
CXCemex SAB de CVSPON ADR NEW201$1,307<0.1%−1,000−83.3%減碼歷史
First Tr Energy Income & Gro33738G104COM100$1,315<0.1%00.0%不變–
Fidelity Covington Trust316092303CONSMR STAPLES31$1,320<0.1%00.0%不變–
FNVFranco Nevada CorpStock10$1,335<0.1%−3−23.1%減碼歷史
TENBTenable Holdings, Inc.COM30$1,344<0.1%+30新進歷史
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER46$1,346<0.1%−326−87.6%減碼歷史
TDCTeradata CorpStock30$1,350<0.1%00.0%不變歷史
PRTAProthena Corp Public Ltd CoSHS28$1,351<0.1%−281−90.9%減碼歷史
iShares Tr464288521CRE U S REIT ETF29$1,368<0.1%+29新進–
CAMTCamtek LtdORD22$1,370<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,373<0.1%00.0%不變–
NGVTIngevity CorpCOM29$1,381<0.1%−11−27.5%減碼歷史
BGSB&G Foods, Inc.COM140$1,385<0.1%−247−63.8%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,386<0.1%00.0%不變歷史
SFSTSouthern First Bancshares IncCOM52$1,401<0.1%+52新進歷史
VSATViasat IncCOM76$1,403<0.1%−326−81.1%減碼歷史
CHWYChewy, Inc.CL A77$1,406<0.1%+77新進歷史
MRCYMercury Systems IncCOM38$1,409<0.1%+38新進歷史
STAGSTAG Industrial, Inc.COM41$1,420<0.1%−17−29.3%減碼歷史
HEHawaiian Electric Industries IncCOM116$1,428<0.1%+116新進歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS47$1,428<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM23$1,429<0.1%+14+155.6%加碼歷史
RRXRegal Rexnord CorpCOM10$1,429<0.1%+2+25.0%加碼歷史
VYXNCR Voyix CorpCOM53$1,430<0.1%+19+55.9%加碼歷史
SIDNational Steel CoSPONSORED ADR600$1,434<0.1%00.0%不變歷史
TALTAL Education GroupSPONSORED ADS158$1,439<0.1%+71+81.6%加碼歷史
MERCMercer International Inc.COM168$1,441<0.1%00.0%不變歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF20$1,447<0.1%00.0%不變–
PRFTPerficient IncCOM25$1,447<0.1%00.0%不變歷史
ALECAlector, Inc.COM225$1,458<0.1%+225新進歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN49$1,459<0.1%−330−87.1%減碼歷史
NUVBNuvation Bio Inc.COM CL A1,095$1,467<0.1%−1,121−50.6%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