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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
HZOMarinemax IncCOM31$1,206<0.1%−2−6.1%減碼歷史
DDSDillard's, Inc.CL A3$1,211<0.1%00.0%不變歷史
HSIIHeidrick & Struggles International IncCOM41$1,211<0.1%+41新進歷史
MXLMaxlinear, IncCOM51$1,212<0.1%+51新進歷史
OMOutset Medical, Inc.COM224$1,212<0.1%+224新進歷史
TIPTTiptree Inc.COM64$1,213<0.1%00.0%不變歷史
LFSTLifeStance Health Group, Inc.COM155$1,214<0.1%+155新進歷史
YOUClear Secure, Inc.COM CL A59$1,218<0.1%+59新進歷史
Schwab Fundamental International Small Equity ETF808524748ETF35$1,220<0.1%+13+59.1%加碼–
iShares MSCI India ETF46429B598ETF25$1,220<0.1%00.0%不變–
ATECAlphatec Holdings, Inc.COM NEW81$1,224<0.1%+81新進歷史
ENVEnvestnet, Inc.COM25$1,238<0.1%+25新進歷史
CACCamden National CorpCOM33$1,242<0.1%+33新進歷史
PFGCPerformance Food Group CoCOM18$1,245<0.1%−82−82.0%減碼歷史
LRNStride, Inc.COM21$1,247<0.1%+6+40.0%加碼歷史
WINAWinmark CorpCOM3$1,253<0.1%+3新進歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,253<0.1%00.0%不變–
HRMYHarmony Biosciences Holdings, Inc.COM39$1,260<0.1%+39新進歷史
IESCIES Holdings, Inc.COM16$1,268<0.1%00.0%不變歷史
VVVValvoline IncCOM34$1,278<0.1%+34新進歷史
MTZMastec IncCOM17$1,287<0.1%+17新進歷史
NKLANikola CorpCOM1,475$1,290<0.1%00.0%不變歷史
OZKBank OZKCOM26$1,296<0.1%+14+116.7%加碼歷史
NATRNatures Sunshine Products IncCOM75$1,297<0.1%00.0%不變歷史
ERASErasca, Inc.COM610$1,299<0.1%+610新進歷史
OCFCOceanfirst Financial CorpCOM75$1,302<0.1%+75新進歷史
HCMHUTCHMED (China) LtdSPONSORED ADS72$1,304<0.1%−34−32.1%減碼歷史
TREELendingTree, Inc.COM43$1,304<0.1%−19−30.6%減碼歷史
TDCTeradata CorpStock30$1,305<0.1%00.0%不變歷史
AGIOAgios Pharmaceuticals, Inc.COM59$1,314<0.1%+59新進歷史
iShares Tr46434V274INTL EQTY FACTOR47$1,317<0.1%00.0%不變–
OPADOfferpad Solutions Inc.COM CL A129$1,322<0.1%00.0%不變歷史
GRTSGritstone bio, Inc.COM649$1,324<0.1%00.0%不變歷史
DBXDropbox, Inc.CL A45$1,327<0.1%−969−95.6%減碼歷史
CWCurtiss Wright CorpStock6$1,336<0.1%+6新進歷史
BRSPBrightSpire Capital, Inc.COM CL A180$1,339<0.1%00.0%不變歷史
CUBECubeSmartREIT29$1,344<0.1%+29新進歷史
TNKTeekay Tankers Ltd.CL A27$1,349<0.1%00.0%不變歷史
LMNDLemonade, Inc.Stock84$1,355<0.1%+20+31.3%加碼歷史
BYNDBeyond Meat, Inc.COM153$1,362<0.1%+148+2,960.0%加碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,372<0.1%00.0%不變歷史
DYDycom Industries IncCOM12$1,381<0.1%+12新進歷史
IMKTAIngles Markets IncCL A16$1,382<0.1%+6+60.0%加碼歷史
CSGSCSG Systems International IncCOM26$1,383<0.1%+10+62.5%加碼歷史
NBRNabors Industries LtdSHS17$1,388<0.1%00.0%不變歷史
QTWOQ2 Holdings, Inc.COM32$1,389<0.1%+32新進歷史
STKSONE Group Hospitality, Inc.COM227$1,389<0.1%+227新進歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$1,393<0.1%00.0%不變歷史
DOCSDoximity, Inc.CL A50$1,402<0.1%00.0%不變歷史
NNNextnav Inc.COMMON STOCK315$1,402<0.1%00.0%不變歷史
VREXVarex Imaging CorpCOM69$1,415<0.1%+69新進歷史
FOXFFox Factory Holding CorpCOM21$1,417<0.1%−309−93.6%減碼歷史
MCYMercury General CorpCOM38$1,418<0.1%+9+31.0%加碼歷史
NOANorth American Construction Group Ltd.COM68$1,418<0.1%00.0%不變歷史
KIDSOrthopediatrics CorpCOM44$1,430<0.1%+44新進歷史
Sunpower Corp867652406COM296$1,430<0.1%−354−54.5%減碼–
AMKRAmkor Technology, Inc.COM43$1,431<0.1%−3−6.5%減碼歷史
RGENRepligen CorpCOM8$1,438<0.1%−31−79.5%減碼歷史
TKRTimken CoCOM18$1,443<0.1%+18新進歷史
CLWClearwater Paper CorpCOM40$1,445<0.1%−31−43.7%減碼歷史
First Tr Energy Income & Gro33738G104COM100$1,448<0.1%00.0%不變–
LBRDKLiberty Broadband CorpCOM SER C18$1,450<0.1%−6−25.0%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,455<0.1%00.0%不變–
GDOTGreen Dot CorpCL A147$1,455<0.1%+147新進歷史
OPIOffice Properties Income TrustCOM SHS BEN INT199$1,457<0.1%00.0%不變歷史
EVBGEverbridge, Inc.COM61$1,483<0.1%+61新進歷史
SNBRQSleep Number CorpCOM100$1,483<0.1%00.0%不變歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF24$1,487<0.1%+20+500.0%加碼–
AMWLAmerican Well CorpCL A999$1,489<0.1%+999新進歷史
ARCHArch Resources, Inc.CL A9$1,493<0.1%00.0%不變歷史
NARIInari Medical, Inc.Stock23$1,494<0.1%−105−82.0%減碼歷史
MTNVail Resorts IncCOM7$1,494<0.1%−5−41.7%減碼歷史
AMNAmn Healthcare Services IncCOM20$1,497<0.1%−104−83.9%減碼歷史
LEGNLegend Biotech CorpSPONSORED ADS25$1,504<0.1%+25新進歷史
CAMTCamtek LtdORD22$1,526<0.1%00.0%不變歷史
RXSTRxSight, Inc.COM38$1,532<0.1%+38新進歷史
MDRXVeradigm Inc.COM146$1,532<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF36$1,533<0.1%+36新進–
EPCEdgewell Personal Care CoCOM42$1,538<0.1%−145−77.5%減碼歷史
WINGWingstop Inc.COM6$1,539<0.1%+3+100.0%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW39$1,547<0.1%+39新進歷史
AMPYAmplify Energy Corp.COM261$1,548<0.1%+261新進歷史
ALHCAlignment Healthcare, Inc.COM180$1,550<0.1%00.0%不變歷史
TEXTerex CorpStock27$1,551<0.1%+14+107.7%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM58$1,562<0.1%00.0%不變歷史
HGVHilton Grand Vacations Inc.COM39$1,568<0.1%+16+69.6%加碼歷史
FNGRFingerMotion, Inc.COM390$1,568<0.1%+390新進歷史
iShares Tr464288521CRE U S REIT ETF29$1,574<0.1%00.0%不變–
OLPOne Liberty Properties IncCOM72$1,578<0.1%−51−41.5%減碼歷史
UNFIUnited Natural Foods IncCOM98$1,591<0.1%+49+100.0%加碼歷史
MERCMercer International Inc.COM168$1,593<0.1%00.0%不變歷史
DRVNDriven Brands Holdings Inc.COM112$1,597<0.1%+112新進歷史
TGLSTecnoglass Holdings Inc.ORD SHS35$1,600<0.1%00.0%不變歷史
ZHZhihu Inc.ADS1,710$1,601<0.1%+1,710新進歷史
INVHInvitation Homes Inc.COM47$1,603<0.1%−494−91.3%減碼歷史
JOUTJohnson Outdoors IncCL A30$1,603<0.1%−67−69.1%減碼歷史
GRABGrab Holdings LtdCLASS A ORD476$1,605<0.1%+324+213.2%加碼歷史
UDRUDR, Inc.COM42$1,608<0.1%+16+61.5%加碼歷史
NUVLNuvalent, Inc.COM22$1,619<0.1%00.0%不變歷史
iShares Tr46435G334MSCI UK ETF NEW49$1,619<0.1%00.0%不變–

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