跳到主要內容
Livermore
Livermore
中文EN

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
DEAEasterly Government Properties, Inc.COM303$4,073<0.1%+303新進歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF131$4,092<0.1%−49−27.2%減碼–
TTECTTEC Holdings, Inc.COM189$4,096<0.1%+153+425.0%加碼歷史
ALSumisho Air Lease CorpCL A98$4,111<0.1%+66+206.3%加碼歷史
Schwab U.S. REIT ETF808524847ETF199$4,121<0.1%+80+67.2%加碼–
WisdomTree Tr97717W851JAPN HEDGE EQT47$4,135<0.1%00.0%不變–
iShares Tr464288372GLB INFRASTR ETF88$4,140<0.1%−815−90.3%減碼–
NWSNews CorpCL B161$4,141<0.1%+7+4.5%加碼歷史
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C111$4,150<0.1%−131−54.1%減碼歷史
WGOWinnebago Industries IncCOM57$4,154<0.1%00.0%不變歷史
PRVAPrivia Health Group, Inc.COM181$4,168<0.1%+181新進歷史
PRGPROG Holdings, Inc.Stock135$4,173<0.1%00.0%不變歷史
NPKNational Presto Industries IncCOM52$4,175<0.1%00.0%不變歷史
FNFabrinetSHS22$4,187<0.1%+3+15.8%加碼歷史
INVXInnovex International, Inc.COM180$4,189<0.1%−336−65.1%減碼歷史
CCSCentury Communities, Inc.COM46$4,192<0.1%00.0%不變歷史
FIPFTAI Infrastructure Inc.COMMON STOCK1,085$4,221<0.1%00.0%不變歷史
CRNXCrinetics Pharmaceuticals, Inc.COM119$4,234<0.1%+78+190.2%加碼歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock678$4,285<0.1%+349+106.1%加碼–
FOXFox CorpCL B COM155$4,286<0.1%+50+47.6%加碼歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100159$4,300<0.1%00.0%不變–
RLGTRadiant Logistics, IncCOM648$4,303<0.1%00.0%不變歷史
FSLRFirst Solar, Inc.Stock25$4,307<0.1%+15+150.0%加碼歷史
CRMTAmericas Carmart IncCOM57$4,319<0.1%−11−16.2%減碼歷史
WERNWerner Enterprises IncCOM102$4,322<0.1%+60+142.9%加碼歷史
NABLN-able, Inc.COMMON STOCK327$4,333<0.1%+327新進歷史
CMRECostamare Inc.SHS418$4,351<0.1%+418新進歷史
ATROAstronics CorpCOM250$4,355<0.1%00.0%不變歷史
TWKSThoughtworks Holding, Inc.COM910$4,377<0.1%+910新進歷史
SASRSandy Spring Bancorp IncCOM162$4,413<0.1%+116+252.2%加碼歷史
HLHecla Mining CoCOM921$4,430<0.1%+921新進歷史
CARSCars.com Inc.COM234$4,439<0.1%00.0%不變歷史
ITCIIntra-Cellular Therapies, Inc.COM62$4,440<0.1%+30+93.8%加碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS49$4,467<0.1%00.0%不變歷史
ALITAlight, Inc. / DelawareCOM CL A525$4,478<0.1%+389+286.0%加碼歷史
CVCOCavco Industries, Inc.COM13$4,506<0.1%00.0%不變歷史
BEKEKE Holdings Inc.SPONSORED ADS278$4,513<0.1%−132−32.2%減碼歷史
DOOBRP Inc.COM SUN VTG63$4,516<0.1%+63新進歷史
PRMWPrimo Water CorpCOM301$4,530<0.1%+164+119.7%加碼歷史
APPSDigital Turbine, Inc.COM NEW661$4,534<0.1%+516+355.9%加碼歷史
PACBPacific Biosciences of California, Inc.COM465$4,562<0.1%+465新進歷史
JEFJefferies Financial Group Inc.COM113$4,567<0.1%−82−42.1%減碼歷史
ABRArbor Realty Trust IncCOM302$4,584<0.1%−604−66.7%減碼歷史
AZEKAZEK Co Inc.CL A120$4,590<0.1%+120新進歷史
WWWW International, Inc.COM526$4,603<0.1%00.0%不變歷史
ACHAccendra Health IncStock239$4,606<0.1%+239新進歷史
SNDRSchneider National, Inc.CL B181$4,607<0.1%−3−1.6%減碼歷史
COHRCoherent Corp.COM106$4,615<0.1%00.0%不變歷史
BRCBrady CorpCL A79$4,636<0.1%+5+6.8%加碼歷史
SNEXStoneX Group Inc.COM63$4,651<0.1%+21+50.0%加碼歷史
ACLSAxcelis Technologies IncStock36$4,669<0.1%+4+12.5%加碼歷史
DKSDick's Sporting Goods, Inc.Stock32$4,703<0.1%−49−60.5%減碼歷史
TPLTexas Pacific Land CorpStock3$4,717<0.1%+3新進歷史
iShares Tr46435G342MORTGE REL ETF200$4,718<0.1%00.0%不變–
SPLKSplunk IncCOM31$4,723<0.1%−25−44.6%減碼歷史
APPNAppian CorpCL A126$4,745<0.1%+8+6.8%加碼歷史
CLDTChatham Lodging TrustCOM443$4,749<0.1%00.0%不變歷史
SXIStandex International CorpCOM30$4,751<0.1%00.0%不變歷史
BCOVBrightcove IncCOM1,838$4,760<0.1%+1,838新進歷史
HRIHerc Holdings IncCOM32$4,764<0.1%−2−5.9%減碼歷史
WWDWoodward, Inc.COM35$4,767<0.1%00.0%不變歷史
WDFCWD 40 CoCOM20$4,781<0.1%+18+900.0%加碼歷史
iShares Inc464286749MSCI SWITZERLAND100$4,827<0.1%00.0%不變–
CRDOCredo Technology Group Holding LtdStock250$4,868<0.1%+250新進歷史
AVNSAvanos Medical, Inc.Stock218$4,890<0.1%+130+147.7%加碼歷史
PLTKPlaytika Holding Corp.COM561$4,892<0.1%+561新進歷史
KDKyndryl Holdings, Inc.Stock236$4,903<0.1%+109+85.8%加碼歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$4,903<0.1%00.0%不變–
WABCWestamerica BancorporationCOM87$4,908<0.1%00.0%不變歷史
AWIArmstrong World Industries IncCOM50$4,916<0.1%+50新進歷史
MLABMesa Laboratories IncCOM47$4,924<0.1%+47新進歷史
AXSMAxsome Therapeutics, Inc.COM62$4,935<0.1%+62新進歷史
ITOSiTeos Therapeutics, Inc.COM452$4,949<0.1%+452新進歷史
ALLYAlly Financial Inc.Stock142$4,958<0.1%−244−63.2%減碼歷史
CHCOCity Holding CoCOM45$4,962<0.1%00.0%不變歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW114$4,965<0.1%−57−33.3%減碼歷史
SHAKShake Shack Inc.CL A67$4,966<0.1%−22−24.7%減碼歷史
LUMNLumen Technologies, Inc.Stock2,715$4,969<0.1%+241+9.7%加碼歷史
SDGRSchrodinger, Inc.COM140$5,012<0.1%+140新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM54$5,019<0.1%+27+100.0%加碼歷史
KNSLKinsale Capital Group, Inc.Stock15$5,024<0.1%00.0%不變歷史
BHEBenchmark Electronics IncCOM182$5,030<0.1%00.0%不變歷史
MURMurphy Oil CorpCOM118$5,034<0.1%00.0%不變歷史
FTDRFrontdoor, Inc.COM144$5,072<0.1%00.0%不變歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR319$5,095<0.1%+78+32.4%加碼歷史
PRAAPra Group IncCOM195$5,109<0.1%+195新進歷史
HTHTH World Group LtdSPONSORED ADS153$5,116<0.1%+137+856.3%加碼歷史
ATSATS CorpCOM119$5,125<0.1%+119新進歷史
PVHPVH Corp.COM42$5,129<0.1%+7+20.0%加碼歷史
WTIW&T Offshore IncCOM1,577$5,141<0.1%+922+140.8%加碼歷史
AWRAmerican States Water CoCOM64$5,147<0.1%−1,000−94.0%減碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A786$5,148<0.1%+786新進歷史
iShares Inc464286533MSCI EMERG MRKT93$5,165<0.1%−44−32.1%減碼–
EHABEnhabit, Inc.COM500$5,175<0.1%00.0%不變歷史
CKXCKX Lands, Inc.COM400$5,185<0.1%00.0%不變歷史
GTNGray Media, IncCOM579$5,188<0.1%+209+56.5%加碼歷史
Barnes Group Inc067806109COM159$5,188<0.1%−205−56.3%減碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$5,190<0.1%00.0%不變–
OUTOUTFRONT Media Inc.COM373$5,207<0.1%−136−26.7%減碼歷史
KWKennedy-Wilson Holdings, Inc.COM422$5,224<0.1%−54−11.3%減碼歷史

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