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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
SONYSony Group CorpSPONSORED ADR1,108$9.13 萬<0.1%+152+15.9%加碼歷史
SPSCSPS Commerce IncCOM533$9.09 萬<0.1%−3−0.6%減碼歷史
NYTNew York Times CoCL A2,204$9.08 萬<0.1%+36+1.7%加碼歷史
DXCMDexcom IncCOM973$9.07 萬<0.1%−5−0.5%減碼歷史
RITMRithm Capital Corp.REIT9,733$9.04 萬<0.1%+54+0.6%加碼歷史
Vanguard Financials ETF92204A405ETF1,118$8.98 萬<0.1%+969+650.3%加碼–
FCNCAFirst Citizens Bancshares IncCL A65$8.97 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock725$8.91 萬<0.1%+57+8.5%加碼歷史
DDominion Energy, IncStock1,995$8.91 萬<0.1%+203+11.3%加碼歷史
QSQuantumScape CorpCOM CL A13,303$8.90 萬<0.1%−283−2.1%減碼歷史
KRCKilroy Realty CorpCOM2,800$8.85 萬<0.1%+384+15.9%加碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF3,777$8.85 萬<0.1%+232+6.5%加碼–
TSNTyson Foods, Inc.Stock1,749$8.83 萬<0.1%+94+5.7%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF327$8.81 萬<0.1%+257+367.1%加碼–
SANBanco Santander, S.A.ADR23,407$8.80 萬<0.1%+641+2.8%加碼歷史
U.S. Global Jets ETF26922A842ETF5,163$8.79 萬<0.1%−154−2.9%減碼–
MNSTMonster Beverage CorpCOM1,659$8.78 萬<0.1%+18+1.1%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW112,444$8.78 萬<0.1%+109+4.7%加碼歷史
MSIMotorola Solutions, Inc.Stock322$8.77 萬<0.1%+18+5.9%加碼歷史
LVSLas Vegas Sands CorpCOM1,898$8.70 萬<0.1%−14−0.7%減碼歷史
MROMarathon Oil CorpCOM3,247$8.69 萬<0.1%−107−3.2%減碼歷史
RHIRobert Half Inc.COM1,183$8.67 萬<0.1%+20+1.7%加碼歷史
EGEverest Group, Ltd.COM233$8.66 萬<0.1%+1+0.4%加碼歷史
AVTAvnet IncCOM1,784$8.60 萬<0.1%−27−1.5%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock764$8.57 萬<0.1%−59−7.2%減碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT3,944$8.57 萬<0.1%+1,434+57.1%加碼–
KFYKorn FerryCOM NEW1,794$8.51 萬<0.1%−72−3.9%減碼歷史
LCIILci IndustriesCOM724$8.50 萬<0.1%−27−3.6%減碼歷史
WSMWilliams Sonoma IncCOM547$8.50 萬<0.1%−172−23.9%減碼歷史
iShares Tr464288760US AER DEF ETF800$8.48 萬<0.1%00.0%不變–
KRKroger CoStock1,894$8.48 萬<0.1%+58+3.2%加碼歷史
ELANElanco Animal Health IncCOM7,500$8.43 萬<0.1%−37−0.5%減碼歷史
ORANYOrangeSPONSORED ADR7,312$8.40 萬<0.1%+437+6.4%加碼歷史
MMacy's, Inc.COM7,222$8.38 萬<0.1%+6,862+1,906.1%加碼歷史
AWRAmerican States Water CoCOM1,064$8.37 萬<0.1%+4+0.4%加碼歷史
AMAntero Midstream CorpStock6,955$8.33 萬<0.1%+10.0%加碼歷史
TRVTravelers Companies, Inc.Stock509$8.30 萬<0.1%+131+34.7%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS8,141$8.30 萬<0.1%−749−8.4%減碼歷史
HPQHP IncStock3,226$8.29 萬<0.1%−480−13.0%減碼歷史
ELEstee Lauder Companies IncCL A571$8.24 萬<0.1%+81+16.5%加碼歷史
iShares Tr464288281JPMORGAN USD EMG997$8.22 萬<0.1%−303−23.3%減碼–
OKEONEOK IncCOM1,295$8.21 萬<0.1%+414+47.0%加碼歷史
VRSNVerisign IncCOM404$8.18 萬<0.1%−5−1.2%減碼歷史
ADSKAutodesk, Inc.COM390$8.07 萬<0.1%−33−7.8%減碼歷史
LABStandard Biotools Inc.COM27,800$8.06 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF387$8.05 萬<0.1%+61+18.7%加碼–
TSCOTractor Supply CoCOM395$8.03 萬<0.1%+31+8.5%加碼歷史
EDConsolidated Edison IncStock936$8.01 萬<0.1%−58−5.8%減碼歷史
ALCAlcon IncStock1,036$7.98 萬<0.1%−37−3.4%減碼歷史
TRPTC Energy CorpCOM2,315$7.97 萬<0.1%+288+14.2%加碼歷史
MAPSWM Technology, Inc.COM60,263$7.95 萬<0.1%−40,053−39.9%減碼歷史
TMToyota Motor CorpADS440$7.91 萬<0.1%+2+0.5%加碼歷史
NVTnVent Electric plcSHS1,489$7.89 萬<0.1%+422+39.6%加碼歷史
iShares Core S&P US Value ETF464287663ETF1,052$7.85 萬<0.1%+85+8.8%加碼–
UGIUgi CorpStock3,411$7.85 萬<0.1%+1,542+82.5%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$7.78 萬<0.1%00.0%不變–
CPRTCopart IncCOM1,802$7.76 萬<0.1%−58−3.1%減碼依 2 比 1 拆股換算歷史
FCFSFirstCash Holdings, Inc.COM773$7.76 萬<0.1%−23−2.9%減碼歷史
WDCWestern Digital CorpCOM1,700$7.76 萬<0.1%00.0%不變歷史
SUNSunoco LPCOM UT REP LP1,584$7.75 萬<0.1%00.0%不變歷史
BKHBlack Hills CorpCOM1,532$7.75 萬<0.1%+1,287+525.3%加碼歷史
ROKURoku, IncCOM CL A1,092$7.71 萬<0.1%−101−8.5%減碼歷史
CMSCMS Energy CorpCOM1,447$7.68 萬<0.1%+160+12.4%加碼歷史
CHKPCheck Point Software Technologies LtdORD573$7.64 萬<0.1%+6+1.1%加碼歷史
TTWOTake Two Interactive Software IncCOM540$7.58 萬<0.1%−42−7.2%減碼歷史
SUSuncor Energy IncStock2,199$7.56 萬<0.1%+726+49.3%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock422$7.56 萬<0.1%−7−1.6%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,368$7.54 萬<0.1%−892−27.4%減碼依 5 比 1 拆股換算–
BAXBaxter International IncStock1,994$7.53 萬<0.1%−323−13.9%減碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW3,250$7.49 萬<0.1%+865+36.3%加碼歷史
XYZBlock, Inc.CL A1,689$7.47 萬<0.1%+25+1.5%加碼歷史
FSLYFastly, Inc.CL A3,882$7.44 萬<0.1%−1,275−24.7%減碼歷史
AFRMAffirm Holdings, Inc.COM CL A3,487$7.42 萬<0.1%+432+14.1%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$7.41 萬<0.1%00.0%不變–
METMetlife IncStock1,177$7.41 萬<0.1%+355+43.2%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX876$7.40 萬<0.1%00.0%不變–
GHCGraham Holdings CoCOM CL B127$7.40 萬<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC2,008$7.35 萬<0.1%−135−6.3%減碼–
iShares Tr46436E767ESG MSCI USA ETF2,117$7.34 萬<0.1%−50−2.3%減碼–
FHIFederated Hermes, Inc.CL B2,164$7.33 萬<0.1%+42+2.0%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF1,220$7.32 萬<0.1%−109−8.2%減碼–
iShares Tr464287291GLOBAL TECH ETF1,265$7.32 萬<0.1%00.0%不變–
TRGPTarga Resources Corp.COM850$7.29 萬<0.1%+371+77.5%加碼歷史
LUVSouthwest Airlines CoCOM2,677$7.25 萬<0.1%+4+0.1%加碼歷史
GRMNGarmin LtdSHS688$7.24 萬<0.1%+291+73.3%加碼歷史
BF.BBrown Forman CorpStock1,248$7.20 萬<0.1%−20−1.6%減碼歷史
WFGWest Fraser Timber Co., LtdCOM992$7.20 萬<0.1%+8+0.8%加碼歷史
APAAPA CorpStock1,748$7.18 萬<0.1%−2,000−53.4%減碼歷史
LOPEGrand Canyon Education, Inc.COM613$7.16 萬<0.1%+16+2.7%加碼歷史
PNWPinnacle West Capital CorpCOM972$7.16 萬<0.1%+9+0.9%加碼歷史
CAHCardinal Health IncStock820$7.12 萬<0.1%+66+8.8%加碼歷史
TMUST-Mobile US, Inc.Stock508$7.11 萬<0.1%+59+13.1%加碼歷史
GRCGorman Rupp CoCOM2,152$7.08 萬<0.1%−413−16.1%減碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,576$7.06 萬<0.1%+134+5.5%加碼–
AXONAxon Enterprise, Inc.COM354$7.04 萬<0.1%+22+6.6%加碼歷史
WYWeyerhaeuser CoCOM NEW2,295$7.04 萬<0.1%+149+6.9%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,026$7.02 萬<0.1%+1+0.1%加碼–
STESTERIS plcSHS USD319$7.02 萬<0.1%+64+25.1%加碼歷史
ABGAsbury Automotive Group IncCOM304$6.99 萬<0.1%+7+2.4%加碼歷史
SYFSynchrony FinancialCOM2,279$6.97 萬<0.1%−256−10.1%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