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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
NOANorth American Construction Group Ltd.COM68$1,477<0.1%00.0%不變歷史
CMRXChimerix IncCOM1,551$1,489<0.1%+1,551新進歷史
YELPYelp IncCL A36$1,497<0.1%−135−78.9%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM10$1,498<0.1%00.0%不變歷史
OCOwens CorningStock11$1,501<0.1%−5−31.3%減碼歷史
SRGSeritage Growth PropertiesCL A194$1,501<0.1%+194新進歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG56$1,506<0.1%+1+1.8%加碼–
PCVXVaxcyte, Inc.COM30$1,530<0.1%+1+3.4%加碼歷史
ARCHArch Resources, Inc.CL A9$1,536<0.1%−1−10.0%減碼歷史
iShares Tr46435G334MSCI UK ETF NEW49$1,550<0.1%00.0%不變–
UECUranium Energy CorpCOM302$1,555<0.1%+302新進歷史
SAMBoston Beer Co IncCL A4$1,558<0.1%−72−94.7%減碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR27$1,581<0.1%−29−51.8%減碼歷史
TACTransalta CorpCOM182$1,583<0.1%+182新進歷史
MSGSMadison Square Garden Sports Corp.CL A9$1,587<0.1%00.0%不變歷史
IIPRInnovative Industrial Properties IncCOM21$1,589<0.1%00.0%不變歷史
DORMDorman Products, Inc.COM21$1,591<0.1%00.0%不變歷史
FSLRFirst Solar, Inc.Stock10$1,616<0.1%−21−67.7%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A67$1,619<0.1%+16+31.4%加碼歷史
NNNextnav Inc.COMMON STOCK315$1,619<0.1%00.0%不變歷史
BROSDutch Bros Inc.CL A70$1,628<0.1%−175−71.4%減碼歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A51$1,628<0.1%+51新進歷史
WERNWerner Enterprises IncCOM42$1,636<0.1%+42新進歷史
iShares Inc464286509MSCI CDA ETF49$1,640<0.1%−1−2.0%減碼–
FLWS1 800 Flowers Com IncCL A235$1,645<0.1%00.0%不變歷史
DBRGDigitalBridge Group, Inc.CL A NEW94$1,653<0.1%00.0%不變歷史
ITCIIntra-Cellular Therapies, Inc.COM32$1,667<0.1%+14+77.8%加碼歷史
ORAOrmat Technologies, Inc.COM24$1,678<0.1%+24新進歷史
iShares Inc464286657MSCI BIC ETF50$1,681<0.1%00.0%不變–
TELFYTelefonica S ASPONSORED ADR414$1,685<0.1%−24−5.5%減碼歷史
PRPermian Resources CorpCLASS A COM121$1,689<0.1%00.0%不變歷史
CHMICherry Hill Mortgage Investment CorpCOM454$1,689<0.1%+454新進歷史
iShares Tr464288273EAFE SML CP ETF30$1,694<0.1%+30新進–
SKMSK Telecom Co LtdSPONSORED ADR79$1,695<0.1%+79新進歷史
ETF Managers Tr26924G102PRIME JUNIR SLVR200$1,696<0.1%00.0%不變–
Xtrackers International Real Estate ETF233051846ETF87$1,697<0.1%+87新進–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF55$1,706<0.1%00.0%不變–
XRAYDentsply Sirona Inc.Stock50$1,708<0.1%−27−35.1%減碼歷史
SPDR Series Trust78464A656ST STR TIPS ETF69$1,714<0.1%+69新進–
DARDarling Ingredients Inc.COM33$1,723<0.1%−55−62.5%減碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW57$1,725<0.1%−26−31.3%減碼歷史
FSPFranklin Street Properties CorpCOM932$1,725<0.1%+932新進歷史
OLEDUniversal Display CorpCOM11$1,727<0.1%+11新進歷史
BANFBancfirst CorpCOM20$1,735<0.1%00.0%不變歷史
ZIPZiprecruiter, Inc.CL A145$1,739<0.1%−291−66.7%減碼歷史
CHPTChargePoint Holdings, Inc.COM CL A350$1,740<0.1%00.0%不變歷史
BWBBridgewater Bancshares IncCOM184$1,744<0.1%+184新進歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS249$1,753<0.1%+71+39.9%加碼歷史
BFSSaul Centers, Inc.COM50$1,764<0.1%+50新進歷史
TGITriumph Group IncCOM232$1,777<0.1%+138+146.8%加碼歷史
AVNSAvanos Medical, Inc.Stock88$1,779<0.1%−7−7.4%減碼歷史
XPEVXpeng Inc.ADS97$1,781<0.1%+97新進歷史
INSPInspire Medical Systems, Inc.COM9$1,786<0.1%+3+50.0%加碼歷史
WOLFWolfspeed, Inc.Stock47$1,791<0.1%+47新進歷史
HCMHUTCHMED (China) LtdSPONSORED ADS106$1,796<0.1%+106新進歷史
XMTRXometry, Inc.CLASS A COM106$1,800<0.1%−37−25.9%減碼歷史
VALValaris LtdCL A24$1,800<0.1%00.0%不變歷史
NXRTNexPoint Residential Trust, Inc.COM56$1,802<0.1%+56新進歷史
VIPSVipshop Holdings LtdSPONSORED ADS A113$1,809<0.1%−49−30.2%減碼歷史
FTITechnipFMC plcCOM89$1,810<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V597RAFI US 150055$1,814<0.1%+55新進–
PAYCPaycom Software, Inc.Stock7$1,817<0.1%+4+133.3%加碼歷史
NEUNewmarket CorpCOM4$1,823<0.1%+1+33.3%加碼歷史
KCKingsoft Cloud Holdings LtdADS371$1,829<0.1%00.0%不變歷史
MRTXMirati Therapeutics, Inc.COM42$1,830<0.1%+42新進歷史
PAGPenske Automotive Group, Inc.COM11$1,837<0.1%00.0%不變歷史
FORMFormfactor IncCOM53$1,852<0.1%00.0%不變歷史
NGNovagold Resources IncCOM NEW483$1,855<0.1%−1,467−75.2%減碼歷史
PETSPetmed Express IncCOM181$1,855<0.1%+181新進歷史
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1,856<0.1%00.0%不變–
CCRNCross Country Healthcare IncCOM75$1,859<0.1%00.0%不變歷史
GEOGeo Group IncCOM228$1,865<0.1%+228新進歷史
IRTCiRhythm Holdings, Inc.COM20$1,885<0.1%+20新進歷史
PRMWPrimo Water CorpCOM137$1,891<0.1%00.0%不變歷史
BRYBerry Corp (bry)COM232$1,902<0.1%00.0%不變歷史
CWSTCasella Waste Systems IncCL A25$1,908<0.1%+13+108.3%加碼歷史
ACMAecomCOM23$1,910<0.1%00.0%不變歷史
FULTFulton Financial CorpCOM158$1,913<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock127$1,918<0.1%00.0%不變歷史
MDRXVeradigm Inc.COM146$1,918<0.1%00.0%不變歷史
MVBFMVB Financial CorpCOM85$1,919<0.1%00.0%不變歷史
TCOMTrip.com Group LtdADS55$1,923<0.1%−64−53.8%減碼歷史
WKWorkiva IncCOM CL A19$1,925<0.1%−5−20.8%減碼歷史
FCPTFour Corners Property Trust, Inc.COM87$1,931<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock33$1,936<0.1%−8−19.5%減碼歷史
HIBBHibbett IncCOM41$1,948<0.1%+41新進歷史
CATOCato CorpCL A256$1,961<0.1%+256新進歷史
REGRegency Centers CorpCOM33$1,962<0.1%−8−19.5%減碼歷史
IVRInvesco Mortgage Capital Inc.COM197$1,972<0.1%−115−36.9%減碼歷史
REZIResideo Technologies, Inc.Stock125$1,975<0.1%00.0%不變歷史
FNDFloor & Decor Holdings, Inc.CL A22$1,991<0.1%00.0%不變歷史
VTSVitesse Energy, Inc.COMMON STOCK87$1,992<0.1%−74−46.0%減碼歷史
MGPIMGP Ingredients IncCOM19$2,004<0.1%00.0%不變歷史
Flexshares Tr33939L753CR SCORED LONG50$2,005<0.1%00.0%不變–
RIGTransocean Ltd.REGISTERED SHS245$2,011<0.1%−272−52.6%減碼歷史
NUNu Holdings Ltd.ORD SHS CL A279$2,023<0.1%+73+35.4%加碼歷史
PCORProcore Technologies, Inc.COM31$2,025<0.1%00.0%不變歷史
CVLTCommvault Systems IncCOM30$2,028<0.1%+7+30.4%加碼歷史
HBNCHorizon Bancorp IncCOM190$2,029<0.1%+47+32.9%加碼歷史
CVBFCVB Financial CorpCOM123$2,038<0.1%00.0%不變歷史

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