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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
SAIASaia IncCOM766$30.5 萬<0.1%+181+30.9%加碼歷史
SLViShares Silver TrustETF14,854$30.2 萬<0.1%−183−1.2%減碼歷史
AZPNAspen Technology, Inc.COM1,474$30.1 萬<0.1%−9−0.6%減碼歷史
DHRDanaher CorpStock1,212$30.1 萬<0.1%+63+5.5%加碼歷史
IBNIcici Bank LtdADR12,955$30.0 萬<0.1%−129−1.0%減碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL4,391$29.9 萬<0.1%+517+13.3%加碼–
CARRCarrier Global CorpStock5,407$29.8 萬<0.1%+573+11.9%加碼歷史
CICigna GroupStock1,043$29.8 萬<0.1%−75−6.7%減碼歷史
EXPOExponent IncCOM3,482$29.8 萬<0.1%+212+6.5%加碼歷史
AONAon plcCL A909$29.5 萬<0.1%−8−0.9%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,677$29.4 萬<0.1%+14+0.5%加碼歷史
PINSPinterest, Inc.CL A10,842$29.3 萬<0.1%−433−3.8%減碼歷史
iShares Tr464288851US OIL GS EX ETF3,004$29.3 萬<0.1%−400−11.8%減碼–
HONHoneywell International IncCOM1,582$29.2 萬<0.1%−17−1.1%減碼歷史
WITWipro LtdSPON ADR 1 SH60,027$29.1 萬<0.1%+27,210+82.9%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock3,326$28.8 萬<0.1%−975−22.7%減碼歷史
KLACKLA CorpCOM NEW626$28.7 萬<0.1%+74+13.4%加碼歷史
NEENextera Energy IncStock4,979$28.5 萬<0.1%−877−15.0%減碼歷史
NOWServiceNow, Inc.Stock510$28.5 萬<0.1%−16−3.0%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF2,712$28.3 萬<0.1%+5+0.2%加碼–
CMECME Group Inc.COM1,413$28.3 萬<0.1%−111−7.3%減碼歷史
MDLZMondelez International, Inc.Stock4,035$28.0 萬<0.1%−326−7.5%減碼歷史
EFXEquifax IncCOM1,521$27.8 萬<0.1%−73−4.6%減碼歷史
FANGDiamondback Energy, Inc.Stock1,796$27.8 萬<0.1%+189+11.8%加碼歷史
TDYTeledyne Technologies IncCOM679$27.7 萬<0.1%−12−1.7%減碼歷史
Vanguard Information Technology ETF92204A702ETF668$27.7 萬<0.1%+214+47.1%加碼–
KEYSKeysight Technologies, Inc.Stock2,091$27.7 萬<0.1%−536−20.4%減碼歷史
EEni SpASPONSORED ADR8,662$27.6 萬<0.1%+35+0.4%加碼歷史
ALLEAllegion plcORD SHS2,640$27.5 萬<0.1%+94+3.7%加碼歷史
PLDPrologis, Inc.REIT2,450$27.5 萬<0.1%+111+4.7%加碼歷史
DUKDuke Energy CORPStock3,115$27.5 萬<0.1%+179+6.1%加碼歷史
RFRegions Financial CorpCOM15,774$27.1 萬<0.1%−965−5.8%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF5,695$27.1 萬<0.1%−3,054−34.9%減碼–
iShares Tr46428743220 YR TR BD ETF3,055$27.1 萬<0.1%+2,391+360.1%加碼–
THOThor Industries IncCOM2,839$27.0 萬<0.1%−103−3.5%減碼歷史
ZTSZoetis Inc.Stock1,548$26.9 萬<0.1%−95−5.8%減碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF4,827$26.8 萬<0.1%+3,127+183.9%加碼–
BMYBristol Myers Squibb CoStock4,615$26.8 萬<0.1%+881+23.6%加碼歷史
BLKBlackRock, Inc.COM414$26.8 萬<0.1%−29−6.5%減碼歷史
DKNGDraftKings Inc.Stock9,026$26.6 萬<0.1%−850−8.6%減碼歷史
WMBWilliams Companies, Inc.COM7,876$26.5 萬<0.1%+218+2.8%加碼歷史
MACMacerich CoCOM24,196$26.4 萬<0.1%−885−3.5%減碼歷史
DLBDolby Laboratories, Inc.COM CL A3,296$26.1 萬<0.1%−36−1.1%減碼歷史
KMBKimberly Clark CorpStock2,161$26.1 萬<0.1%+107+5.2%加碼歷史
AGNTAGNT, Inc.COM16,063$26.1 萬<0.1%+222+1.4%加碼歷史
INTCIntel CorpStock7,316$26.0 萬<0.1%+493+7.2%加碼歷史
LULUlululemon athletica inc.Stock670$25.8 萬<0.1%−52−7.2%減碼歷史
EPDEnterprise Products Partners L.P.Stock9,432$25.8 萬<0.1%−401−4.1%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,968$25.8 萬<0.1%−50−1.0%減碼–
GEGeneral Electric CoStock2,324$25.7 萬<0.1%−104−4.3%減碼歷史
NSPInsperity, Inc.COM2,630$25.7 萬<0.1%+22+0.8%加碼歷史
SHELShell plcADR3,987$25.7 萬<0.1%+1,428+55.8%加碼歷史
CHEChemed CorpCOM481$25.0 萬<0.1%−20−4.0%減碼歷史
NXPINXP Semiconductors N.V.COM1,240$24.8 萬<0.1%+59+5.0%加碼歷史
FERGFerguson Enterprises Inc.SHS1,502$24.7 萬<0.1%+130+9.5%加碼歷史
TGTTarget CorpStock2,225$24.6 萬<0.1%+1,308+142.6%加碼歷史
SKYChampion Homes, Inc.Stock3,835$24.4 萬<0.1%+15+0.4%加碼歷史
CHHChoice Hotels International IncCOM1,964$24.1 萬<0.1%−53−2.6%減碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,535$24.0 萬<0.1%00.0%不變–
MSCIMSCI Inc.Stock466$23.9 萬<0.1%+53+12.8%加碼歷史
MUMicron Technology IncStock3,465$23.6 萬<0.1%+127+3.8%加碼歷史
CSXCSX CorpStock7,568$23.3 萬<0.1%+101+1.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW792$23.1 萬<0.1%+91+13.0%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR28,729$23.1 萬<0.1%+617+2.2%加碼歷史
GILDGilead Sciences, Inc.Stock3,084$23.1 萬<0.1%+85+2.8%加碼歷史
Schwab US Tips ETF808524870ETF4,544$22.9 萬<0.1%−80−1.7%減碼–
BABAAlibaba Group Holding LtdADR2,641$22.9 萬<0.1%+7+0.3%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF6,032$22.9 萬<0.1%+1,230+25.6%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,533$22.8 萬<0.1%−2,362−34.3%減碼–
ENBEnbridge IncStock6,793$22.7 萬<0.1%−157−2.3%減碼歷史
FCXFreeport-McMoran IncStock6,081$22.7 萬<0.1%+161+2.7%加碼歷史
ROLRollins IncCOM6,067$22.6 萬<0.1%−195−3.1%減碼歷史
IQVIQVIA Holdings Inc.Stock1,145$22.5 萬<0.1%+62+5.7%加碼歷史
SNPSSynopsys IncCOM487$22.4 萬<0.1%+51+11.7%加碼歷史
FISFidelity National Information Services, Inc.Stock4,026$22.3 萬<0.1%+905+29.0%加碼歷史
CAGConagra Brands Inc.Stock8,114$22.2 萬<0.1%−1,561−16.1%減碼歷史
ETNEaton Corp plcStock1,040$22.2 萬<0.1%−24−2.3%減碼歷史
INTUIntuit Inc.Stock433$22.1 萬<0.1%+31+7.7%加碼歷史
AMPAmeriprise Financial IncCOM671$22.1 萬<0.1%−51−7.1%減碼歷史
CDWCDW CorpCOM1,090$22.0 萬<0.1%+139+14.6%加碼歷史
LWLamb Weston Holdings, Inc.Stock2,371$21.9 萬<0.1%+6+0.3%加碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT15,489$21.8 萬<0.1%−335−2.1%減碼歷史
HUBSHubSpot IncCOM441$21.7 萬<0.1%−6−1.3%減碼歷史
SMCISuper Micro Computer, Inc.COM786$21.6 萬<0.1%−6−0.8%減碼歷史
SNYSanofiSPONSORED ADR4,010$21.5 萬<0.1%+15+0.4%加碼歷史
SYKStryker CorpStock782$21.4 萬<0.1%+39+5.2%加碼歷史
Dimensional ETF Trust25434V765INTL HIGH PROFIT9,204$21.3 萬<0.1%+9,021+4,929.5%加碼–
HUMHumana IncStock433$21.1 萬<0.1%−131−23.2%減碼歷史
LRCXLam Research CorpCOM331$20.8 萬<0.1%+42+14.5%加碼歷史
CHTRCharter Communications, Inc.CL A472$20.8 萬<0.1%−1−0.2%減碼歷史
SHWSherwin Williams CoCOM804$20.5 萬<0.1%+4+0.5%加碼歷史
SRESempraStock2,994$20.4 萬<0.1%+94+3.2%加碼依 2 比 1 拆股換算歷史
AJGArthur J. Gallagher & Co.COM890$20.3 萬<0.1%+35+4.1%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR4,924$20.2 萬<0.1%+517+11.7%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN14,402$20.2 萬<0.1%−1,550−9.7%減碼歷史
STTState Street CorpCOM3,014$20.2 萬<0.1%−41−1.3%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,781$20.1 萬<0.1%−1,059−27.6%減碼–
FSKFS KKR Capital CorpCOM10,137$20.0 萬<0.1%00.0%不變歷史
STLAStellantis N.V.SHS10,433$20.0 萬<0.1%+270+2.7%加碼歷史
ULTAUlta Beauty, Inc.Stock494$19.7 萬<0.1%−94−16.0%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