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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 4 季持倉

持倉截至 2023/12/31，2024/2/9 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
2,637
較 2023 年第 3 季 +142
總值
$10.9 億
較 2023 年第 3 季 +$1.49 億 (+15.8%)
申報日
2024/2/9
SEC
EverSource Wealth Advisors, LLC 在 2023 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
VTRVentas, Inc.REIT508$2.53 萬<0.1%+53+11.6%加碼歷史
CHWCalamos Global Dynamic Income FundCOM4,389$2.53 萬<0.1%+50+1.2%加碼歷史
VOYAVoya Financial, Inc.COM349$2.55 萬<0.1%00.0%不變歷史
AGOAssured Guaranty LtdCOM341$2.55 萬<0.1%+8+2.4%加碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX120$2.55 萬<0.1%+120新進–
HRBH&R Block IncCOM528$2.55 萬<0.1%−27−4.9%減碼歷史
HUBBHubbell IncCOM78$2.57 萬<0.1%+74+1,850.0%加碼歷史
SWAVShockwave Medical, Inc.COM135$2.57 萬<0.1%−20−12.9%減碼歷史
SKXSkechers USA IncCL A415$2.59 萬<0.1%00.0%不變歷史
PSAPublic StorageCOM85$2.59 萬<0.1%+44+107.3%加碼歷史
ESEEsco Technologies IncCOM222$2.60 萬<0.1%−64−22.4%減碼歷史
ALEAllete IncCOM NEW425$2.60 萬<0.1%−685−61.7%減碼歷史
SPXCSPX Technologies, Inc.COM263$2.66 萬<0.1%−108−29.1%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR11,117$2.66 萬<0.1%+8,027+259.8%加碼歷史
OGEOGE Energy Corp.COM762$2.66 萬<0.1%+488+178.1%加碼歷史
HESHess CorpStock185$2.67 萬<0.1%+46+33.1%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS293$2.67 萬<0.1%−46−13.6%減碼歷史
APAAPA CorpStock745$2.67 萬<0.1%−1,003−57.4%減碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD1,334$2.69 萬<0.1%−838−38.6%減碼–
MFGMizuho Financial Group IncSPONSORED ADR7,826$2.69 萬<0.1%+50+0.6%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF1,086$2.69 萬<0.1%+9+0.8%加碼–
EXASExact Sciences CorpCOM368$2.72 萬<0.1%+149+68.0%加碼歷史
SANMSanmina CorpCOM531$2.73 萬<0.1%−71−11.8%減碼歷史
VTRSViatris IncStock2,519$2.73 萬<0.1%−1,021−28.8%減碼歷史
ARCBArcbest CorpCOM227$2.73 萬<0.1%+75+49.3%加碼歷史
SWKSSkyworks Solutions, Inc.Stock243$2.73 萬<0.1%+27+12.5%加碼歷史
HOPEHope Bancorp IncCOM2,266$2.74 萬<0.1%+111+5.2%加碼歷史
JBLUJetBlue Airways CorpCOM4,939$2.74 萬<0.1%+1,247+33.8%加碼歷史
TMHCTaylor Morrison Home CorpCOM514$2.74 萬<0.1%+26+5.3%加碼歷史
IPGPIpg Photonics CorpCOM253$2.75 萬<0.1%−329−56.5%減碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$2.75 萬<0.1%00.0%不變–
CBTCabot CorpCOM333$2.78 萬<0.1%+196+143.1%加碼歷史
KRTXKaruna Therapeutics, Inc.COM88$2.79 萬<0.1%+31+54.4%加碼歷史
JCIJohnson Controls International plcStock485$2.80 萬<0.1%+70+16.9%加碼歷史
MPTMedical Properties Trust IncCOM5,708$2.80 萬<0.1%−703−11.0%減碼歷史
SKMSK Telecom Co LtdSPONSORED ADR1,310$2.80 萬<0.1%+1,231+1,558.2%加碼歷史
Clearway Energy, Inc.18539C105CL A1,099$2.81 萬<0.1%−136−11.0%減碼–
CADECadence BancorporationEQUITY US CM951$2.81 萬<0.1%−903−48.7%減碼歷史
HIGHartford Insurance Group, Inc.Stock352$2.83 萬<0.1%+109+44.9%加碼歷史
TNLTravel & Leisure Co.COM731$2.86 萬<0.1%+8+1.1%加碼歷史
VLYValley National BancorpCOM2,661$2.89 萬<0.1%−1,306−32.9%減碼歷史
iShares Inc464286608MSCI EURZONE ETF610$2.89 萬<0.1%+336+122.6%加碼–
PTYPIMCO Corporate & Income Opportunity FundCOM2,200$2.91 萬<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR313$2.92 萬<0.1%+62+24.7%加碼歷史
ENSGEnsign Group, IncCOM261$2.93 萬<0.1%−7−2.6%減碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$2.93 萬<0.1%+1,063新進–
AIRCApartment Income REIT Corp.COM849$2.95 萬<0.1%−33−3.7%減碼歷史
AREAlexandria Real Estate Equities, Inc.COM233$2.95 萬<0.1%+171+275.8%加碼歷史
TPHTri Pointe Homes, Inc.COM836$2.96 萬<0.1%−48−5.4%減碼歷史
CPNGCoupang, Inc.CL A1,833$2.97 萬<0.1%+271+17.3%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW290$2.99 萬<0.1%−214−42.5%減碼歷史
BTUPeabody Energy CorpCOM1,240$3.02 萬<0.1%00.0%不變歷史
FOXAFox CorpCL A COM1,018$3.02 萬<0.1%−670−39.7%減碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP322$3.05 萬<0.1%+56+21.1%加碼歷史
HTZHertz Global Holdings, IncCOM NEW2,939$3.05 萬<0.1%+2,937+146,850.0%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.08 萬<0.1%00.0%不變–
Vanguard World FD921910709EXTENDED DUR381$3.09 萬<0.1%+381新進–
iShares Inc46434G863ESG AWR MSCI EM968$3.10 萬<0.1%+143+17.3%加碼–
CRBGCorebridge Financial, Inc.COM1,434$3.11 萬<0.1%−1−0.1%減碼歷史
CCEPCoca-Cola Europacific Partners plcSHS466$3.11 萬<0.1%−68−12.7%減碼歷史
ARGXArgenx SESPONSORED ADR82$3.12 萬<0.1%+20+32.3%加碼歷史
AITApplied Industrial Technologies IncCOM181$3.13 萬<0.1%−13−6.7%減碼歷史
WDSWoodside Energy Group LtdADR1,484$3.13 萬<0.1%−2,460−62.4%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,449$3.13 萬<0.1%−394−21.4%減碼歷史
KIMKimco Realty CorpCOM1,470$3.13 萬<0.1%+331+29.1%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS3,648$3.14 萬<0.1%+2,082+133.0%加碼歷史
COKECoca-Cola Consolidated, Inc.COM34$3.16 萬<0.1%+10+41.7%加碼歷史
CVNACarvana Co.CL A597$3.16 萬<0.1%−139−18.9%減碼歷史
MTGMgic Investment CorpCOM1,640$3.16 萬<0.1%+65+4.1%加碼歷史
EXRExtra Space Storage Inc.COM198$3.17 萬<0.1%−33−14.3%減碼歷史
GGenpact LTDSHS914$3.17 萬<0.1%+471+106.3%加碼歷史
PHMPultegroup IncCOM308$3.18 萬<0.1%+16+5.5%加碼歷史
MTArcelorMittalNY REGISTRY SH1,128$3.20 萬<0.1%+517+84.6%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK205$3.21 萬<0.1%+177+632.1%加碼歷史
SLMSLM CorpCOM1,681$3.21 萬<0.1%+117+7.5%加碼歷史
GLWCorning IncCOM1,060$3.23 萬<0.1%+823+347.3%加碼歷史
Barrick Gold Corp067901108COM1,794$3.25 萬<0.1%+1,143+175.6%加碼–
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.25 萬<0.1%00.0%不變歷史
LPLLG Display Co., Ltd.SPONS ADR REP6,756$3.26 萬<0.1%+5,098+307.5%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,000$3.29 萬<0.1%+1,000新進–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,479$3.29 萬<0.1%+16+1.1%加碼歷史
ACAArcosa, Inc.COM401$3.31 萬<0.1%−13−3.1%減碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,183$3.33 萬<0.1%+1,183新進–
SWKStanley Black & Decker, Inc.COM340$3.33 萬<0.1%−178−34.4%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW823$3.34 萬<0.1%+126+18.1%加碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW1,227$3.35 萬<0.1%+526+75.0%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD2,523$3.36 萬<0.1%+2,523新進–
WisdomTree Tr97717Y527FLOATNG RAT TREA668$3.36 萬<0.1%+668新進–
VFCV F CorpStock1,786$3.36 萬<0.1%+268+17.7%加碼歷史
SLGSL Green Realty CorpCOM744$3.36 萬<0.1%−14−1.8%減碼歷史
NMRNomura Holdings IncSPONSORED ADR7,482$3.37 萬<0.1%+2,018+36.9%加碼歷史
LNTAlliant Energy CorpStock662$3.40 萬<0.1%+474+252.1%加碼歷史
DRIDarden Restaurants IncCOM207$3.41 萬<0.1%−6−2.8%減碼歷史
BXPBXP, Inc.COM486$3.41 萬<0.1%−14−2.8%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF614$3.42 萬<0.1%+56+10.0%加碼–
CBRECbre Group, Inc.CL A368$3.43 萬<0.1%−28−7.1%減碼歷史
UFPIUfp Industries IncCOM273$3.43 萬<0.1%+46+20.3%加碼歷史
ZDZiff Davis, Inc.COM513$3.45 萬<0.1%+402+362.2%加碼歷史
EQNREquinor ASASPONSORED ADR1,090$3.45 萬<0.1%+629+136.4%加碼歷史
MASIMasimo CorpCOM295$3.46 萬<0.1%+264+851.6%加碼歷史

2023 年第 3 季之後清倉（158 檔）

2023 年第 3 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 158 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
VMWVmware LLCCL A COM2,815$46.9 萬<0.1%歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN9,620$40.5 萬<0.1%–
TWNKHostess Brands, Inc.CL A4,147$13.8 萬<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS1,021$11.8 萬<0.1%歷史
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF2,750$11.2 萬<0.1%–
ATVIActivision Blizzard, Inc.COM1,148$10.7 萬<0.1%歷史
TRTNTriton International LtdCL A1,233$9.81 萬<0.1%歷史
FHIFederated Hermes, Inc.CL B2,164$7.33 萬<0.1%歷史
Nuveen PFD & Incm Securties67072C105COM8,186$5.05 萬<0.1%–
Victory Portfolios II92647N881VCSHS INTL HG DV1,587$4.74 萬<0.1%–
COOKTraeger, Inc.COMMON STOCK16,500$4.50 萬<0.1%歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH448$4.22 萬<0.1%–
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$3.71 萬<0.1%–
SPDR Series Trust78468R549SP O&G EQP SERV312$2.99 萬<0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG589$2.88 萬<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE372$2.57 萬<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW581$2.31 萬<0.1%–
Abcam PLC000380204ADS896$2.03 萬<0.1%–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE1,421$1.89 萬<0.1%–
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM2,609$1.86 萬<0.1%歷史
LPROOpen Lending CorpCOM2,310$1.69 萬<0.1%歷史
iShares Tr46435U663ESG AWARE MSCI502$1.69 萬<0.1%–
CIRCircor International IncCOM303$1.69 萬<0.1%歷史
iShares Tr464287754US INDUSTRIALS150$1.51 萬<0.1%–
VRTVVeritiv CorpCOM86$1.45 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF317$1.22 萬<0.1%–
PEBPebblebrook Hotel TrustCOM879$1.19 萬<0.1%歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN806$1.09 萬<0.1%–
PFSProvident Financial Services IncCOM716$1.09 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF653$1.04 萬<0.1%–
PIMCO ETF Tr72201R817INV GRD CRP BD102$9,295<0.1%–
SGENSeagen Inc.COM40$8,486<0.1%歷史
HTLDHeartland Express IncCOM479$7,037<0.1%歷史
REIRing Energy, Inc.COM3,491$6,807<0.1%歷史
NATINational Instruments CorpCOM112$6,678<0.1%歷史
PACWPacwest BancorpCOM791$6,257<0.1%歷史
iShares Tr464288844US OIL EQ&SV ETF250$6,010<0.1%–
ASIXAdvanSix Inc.COM193$5,998<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM340$5,688<0.1%歷史
PDCOPatterson Companies, Inc.COM172$5,098<0.1%歷史
AMSFAmerisafe IncCOM101$5,057<0.1%歷史
CDPCopt Defense PropertiesREIT207$4,933<0.1%歷史
MCSMarcus CorpCOM314$4,867<0.1%歷史
KALUKaiser Aluminum CorpCOM PAR $0.0162$4,666<0.1%歷史
EFTEaton Vance Floating-Rate Income TrustCOM375$4,616<0.1%歷史
Tricon Residential Inc Com NPV89612W102COM608$4,499<0.1%–
FFFutureFuel Corp.COM610$4,374<0.1%歷史
TRUETrueCar, Inc.COM2,083$4,312<0.1%歷史
LGIHLGI Homes, Inc.COM42$4,179<0.1%歷史
ACCOAcco Brands CorpCOM709$4,070<0.1%歷史
UHTUniversal Health Realty Income TrustSH BEN INT99$4,003<0.1%歷史
RNGRingCentral, Inc.CL A133$3,941<0.1%歷史
ADEAAdeia Inc.COM359$3,834<0.1%歷史
AKUAkumin Inc.COM25,800$3,764<0.1%歷史
GDRXGoodRx Holdings, Inc.COM CL A600$3,378<0.1%歷史
ARGOArgo Group International Holdings, Inc.COM112$3,342<0.1%歷史
FCFFirst Commonwealth Financial CorpCOM257$3,138<0.1%歷史
SNPOSnap One Holdings Corp.COM339$3,132<0.1%歷史
CSRCenterspaceCOM51$3,073<0.1%歷史
DENNDENNY'S CorpCOM358$3,032<0.1%歷史
ONEWOneWater Marine Inc.CL A COM114$2,921<0.1%歷史
RBBRBB BancorpCOM220$2,812<0.1%歷史
DAVAEndava plcADS48$2,753<0.1%歷史
STBAS&T Bancorp IncCOM99$2,681<0.1%歷史
NXGNNextgen Healthcare, Inc.COM112$2,658<0.1%歷史
BHCBausch Health Companies Inc.Stock314$2,581<0.1%歷史
DENDenbury IncCOM26$2,548<0.1%歷史
SAGESage Therapeutics, Inc.COM119$2,449<0.1%歷史
BEAMBeam Therapeutics Inc.COM92$2,213<0.1%歷史
SHENShenandoah Telecommunications CoCOM104$2,143<0.1%歷史
GMEGameStop Corp.Stock128$2,107<0.1%歷史
AVTAAvantax, Inc.COM82$2,098<0.1%歷史
Flexshares Tr33939L753CR SCORED LONG50$2,005<0.1%–
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1,856<0.1%–
NGNovagold Resources IncCOM NEW483$1,855<0.1%歷史
PETSPetmed Express IncCOM181$1,855<0.1%歷史
FORMFormfactor IncCOM53$1,852<0.1%歷史
WOLFWolfspeed, Inc.Stock47$1,791<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A350$1,740<0.1%歷史
ZIPZiprecruiter, Inc.CL A145$1,739<0.1%歷史
SPDR Series Trust78464A656ST STR TIPS ETF69$1,714<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR200$1,696<0.1%–
iShares Inc464286657MSCI BIC ETF50$1,681<0.1%–
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A51$1,628<0.1%歷史
IIPRInnovative Industrial Properties IncCOM21$1,589<0.1%歷史
SAMBoston Beer Co IncCL A4$1,558<0.1%歷史
CMRXChimerix IncCOM1,551$1,489<0.1%歷史
ALECAlector, Inc.COM225$1,458<0.1%歷史
MRCYMercury Systems IncCOM38$1,409<0.1%歷史
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER46$1,346<0.1%歷史
TENBTenable Holdings, Inc.COM30$1,344<0.1%歷史
UPLDUpland Software, Inc.COM259$1,197<0.1%歷史
NEXANexa Resources S.A.COM196$1,186<0.1%歷史
LITELumentum Holdings Inc.COM24$1,084<0.1%歷史
PRKSUnited Parks & Resorts Inc.COM23$1,064<0.1%歷史
KRONKronos Bio, Inc.COM813$1,057<0.1%歷史
GKOSGLAUKOS CorpCOM14$1,054<0.1%歷史
VERVVerve Therapeutics, Inc.COM79$1,048<0.1%歷史
SIBNSI-BONE, Inc.COM49$1,041<0.1%歷史
HNSTHonest Company, Inc.COM826$1,041<0.1%歷史