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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
FWRDForward Air CorpCOM42$2,887<0.1%−383−90.1%減碼歷史
CLBCore Laboratories Inc.COM121$2,905<0.1%+19+18.6%加碼歷史
WSRWhitestone REITCOM302$2,908<0.1%00.0%不變歷史
HEIHeico CorpCOM18$2,915<0.1%+3+20.0%加碼歷史
ONEWOneWater Marine Inc.CL A COM114$2,921<0.1%00.0%不變歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK112$2,935<0.1%+11+10.9%加碼–
TRIThomson Reuters CorpCOM NO PAR24$2,936<0.1%00.0%不變歷史
HBMHudbay Minerals Inc.COM603$2,937<0.1%00.0%不變歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP86$2,995<0.1%00.0%不變–
NWGNatWest Group plcSPONS ADR516$3,005<0.1%+347+205.3%加碼歷史
BRSLBrightstar Lottery PLCSHS USD100$3,032<0.1%00.0%不變歷史
DENNDENNY'S CorpCOM358$3,032<0.1%00.0%不變歷史
FOXFox CorpCL B COM105$3,033<0.1%00.0%不變歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN100$3,035<0.1%00.0%不變歷史
PRGOPERRIGO Co plcSHS95$3,036<0.1%−38−28.6%減碼歷史
CCSCentury Communities, Inc.COM46$3,072<0.1%00.0%不變歷史
CSRCenterspaceCOM51$3,073<0.1%00.0%不變歷史
MAAMid America Apartment Communities Inc.COM24$3,088<0.1%−5−17.2%減碼歷史
CLSCelestica IncSUB VTG SHS126$3,090<0.1%00.0%不變歷史
iShares Tr464288166AGENCY BOND ETF29$3,092<0.1%00.0%不變–
SEDGSolaredge Technologies, Inc.COM24$3,109<0.1%+7+41.2%加碼歷史
HAINHain Celestial Group IncCOM300$3,111<0.1%+100+50.0%加碼歷史
SNPOSnap One Holdings Corp.COM339$3,132<0.1%00.0%不變歷史
iShares Tr4642874407-10 YR TRSY BD34$3,136<0.1%−2,505−98.7%減碼–
FCFFirst Commonwealth Financial CorpCOM257$3,138<0.1%−211−45.1%減碼歷史
GRBKGreen Brick Partners, Inc.COM76$3,155<0.1%00.0%不變歷史
CLSKCleanspark, Inc.COM NEW830$3,163<0.1%00.0%不變歷史
FNFabrinetSHS19$3,166<0.1%+6+46.2%加碼歷史
CIBGrupo Cibest S.A.SPON ADR PREF119$3,175<0.1%+77+183.3%加碼歷史
TTEKTetra Tech IncCOM21$3,193<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM29$3,210<0.1%−34−54.0%減碼歷史
NWSNews CorpCL B154$3,214<0.1%−36−18.9%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z234$3,222<0.1%+1+0.4%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE100$3,223<0.1%00.0%不變–
PRGSProgress Software CorpCOM62$3,260<0.1%00.0%不變歷史
SRPTSarepta Therapeutics, Inc.COM27$3,273<0.1%−3−10.0%減碼歷史
CIMChimera Investment CorpCOM NEW600$3,276<0.1%00.0%不變歷史
TOSTToast, Inc.Stock175$3,277<0.1%+147+525.0%加碼歷史
ADCAgree Realty CorpCOM60$3,315<0.1%−88−59.5%減碼歷史
PAASPan American Silver CorpStock229$3,316<0.1%+229新進歷史
ARGOArgo Group International Holdings, Inc.COM112$3,342<0.1%00.0%不變歷史
FIVNFive9, Inc.COM52$3,344<0.1%−36−40.9%減碼歷史
NWNNorthwest Natural Holding CoCOM88$3,358<0.1%+88新進歷史
WisdomTree Tr97717X784WSDM EMKTBD FD55$3,363<0.1%+1+1.9%加碼–
DINDine Brands Global, Inc.COM68$3,363<0.1%+68新進歷史
EFCEllington Financial Inc.COM270$3,367<0.1%00.0%不變歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$3,375<0.1%00.0%不變–
GDRXGoodRx Holdings, Inc.COM CL A600$3,378<0.1%00.0%不變歷史
MMSIMerit Medical Systems IncCOM49$3,382<0.1%−33−40.2%減碼歷史
WGOWinnebago Industries IncCOM57$3,389<0.1%00.0%不變歷史
NNNNNN REIT, Inc.REIT96$3,393<0.1%+96新進歷史
USFDUS Foods Holding Corp.COM86$3,404<0.1%+19+28.4%加碼歷史
iShares Tr464287515EXPANDED TECH10$3,413<0.1%00.0%不變–
MUSAMurphy USA Inc.COM10$3,419<0.1%+2+25.0%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR590$3,446<0.1%00.0%不變歷史
CVCOCavco Industries, Inc.COM13$3,454<0.1%−4−23.5%減碼歷史
COHRCoherent Corp.COM106$3,460<0.1%+18+20.5%加碼歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$3,471<0.1%−175−56.8%減碼–
HCSGHealthcare Services Group IncCOM334$3,484<0.1%−126−27.4%減碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK1,085$3,494<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF100$3,507<0.1%00.0%不變–
QLYSQualys, Inc.COM23$3,509<0.1%+9+64.3%加碼歷史
LUMNLumen Technologies, Inc.Stock2,474$3,513<0.1%+1,288+108.6%加碼歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT686$3,519<0.1%+223+48.2%加碼歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT198$3,528<0.1%+98+98.0%加碼–
HAFCHanmi Financial CorpCOM NEW218$3,538<0.1%+97+80.2%加碼歷史
NTRSNorthern Trust CorpCOM51$3,543<0.1%+10+24.4%加碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$3,550<0.1%00.0%不變–
MYGNMyriad Genetics IncCOM222$3,561<0.1%−645−74.4%減碼歷史
MCWMister Car Wash, Inc.COM650$3,582<0.1%−48−6.9%減碼歷史
SPCEVirgin Galactic Holdings, IncCOM2,000$3,600<0.1%00.0%不變歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR241$3,613<0.1%00.0%不變歷史
NBTBNBT Bancorp IncCOM114$3,613<0.1%−30−20.8%減碼歷史
REAXReal REMAX Group Inc.COM NEW2,500$3,625<0.1%00.0%不變歷史
PLNTPlanet Fitness, Inc.CL A74$3,639<0.1%+74新進歷史
KBHKB HomeCOM79$3,656<0.1%00.0%不變歷史
RLGTRadiant Logistics, IncCOM648$3,661<0.1%00.0%不變歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF186$3,688<0.1%−51−21.5%減碼–
SLCAU.S. Silica Holdings, Inc.COM263$3,693<0.1%00.0%不變歷史
CARTMaplebear Inc.COM125$3,711<0.1%+125新進歷史
SCIService Corp InternationalCOM65$3,714<0.1%+9+16.1%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW78$3,749<0.1%−4−4.9%減碼歷史
WABCWestamerica BancorporationCOM87$3,763<0.1%00.0%不變歷史
AKUAkumin Inc.COM25,800$3,764<0.1%+25,800新進歷史
NPKNational Presto Industries IncCOM52$3,768<0.1%00.0%不變歷史
ANFAbercrombie & Fitch CoCL A67$3,777<0.1%−179−72.8%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF78$3,785<0.1%−10−11.4%減碼–
DDD3D Systems CorpCOM NEW774$3,800<0.1%+339+77.9%加碼歷史
WENWendy's CoStock187$3,817<0.1%+115+159.7%加碼歷史
ADEAAdeia Inc.COM359$3,834<0.1%−123−25.5%減碼歷史
ARAntero Resources CorpCOM152$3,858<0.1%00.0%不變歷史
ECEcopetrol S.A.SPONSORED ADS336$3,891<0.1%00.0%不變歷史
TBBKBancorp, Inc.COM113$3,899<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100159$3,922<0.1%−1−0.6%減碼–
Abrdn ETFs003261104BBRG ALL COMD K1186$3,926<0.1%+46+32.9%加碼–
JJSFJ&J Snack Foods CorpCOM24$3,928<0.1%00.0%不變歷史
RNGRingCentral, Inc.CL A133$3,941<0.1%+33+33.0%加碼歷史
CARSCars.com Inc.COM234$3,945<0.1%00.0%不變歷史
DOXAmdocs LtdSHS47$3,950<0.1%+15+46.9%加碼歷史
ATROAstronics CorpCOM250$3,965<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