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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
FCPTFour Corners Property Trust, Inc.COM207$5,237<0.1%+120+137.9%加碼歷史
IRDMIridium Communications Inc.COM129$5,310<0.1%+108+514.3%加碼歷史
GXOGXO Logistics, Inc.Stock87$5,321<0.1%+54+163.6%加碼歷史
TXNMTXNM Energy IncCOM128$5,325<0.1%−28−17.9%減碼歷史
FNBFNB CorpCOM387$5,329<0.1%+387新進歷史
FIVEFive Below, IncCOM25$5,329<0.1%+17+212.5%加碼歷史
CXCemex SAB de CVSPON ADR NEW688$5,332<0.1%+487+242.3%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A301$5,345<0.1%+188+166.4%加碼歷史
CHWYChewy, Inc.CL A227$5,364<0.1%+150+194.8%加碼歷史
MMIMarcus & Millichap, Inc.COM123$5,373<0.1%+123新進歷史
TDSTelephone & Data Systems IncCOM NEW293$5,377<0.1%−445−60.3%減碼歷史
CRSCarpenter Technology CorpCOM76$5,381<0.1%−115−60.2%減碼歷史
AAAlcoa CorpStock159$5,406<0.1%−244−60.5%減碼歷史
PMTPennyMac Mortgage Investment TrustCOM363$5,427<0.1%−95−20.7%減碼歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,441<0.1%00.0%不變–
NHCNational Healthcare CorpCOM59$5,453<0.1%+26+78.8%加碼歷史
CNMDCONMED CorpCOM50$5,476<0.1%+50新進歷史
CIBGrupo Cibest S.A.SPON ADR PREF178$5,477<0.1%+59+49.6%加碼歷史
PTONPeloton Interactive, Inc.CL A COM900$5,481<0.1%−50−5.3%減碼歷史
CTRECareTrust REIT, Inc.COM247$5,528<0.1%−43−14.8%減碼歷史
DNLIDenali Therapeutics Inc.COM258$5,537<0.1%+42+19.4%加碼歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$5,549<0.1%+320新進–
CNXNPC Connection IncCOM83$5,578<0.1%00.0%不變歷史
Victory Portfolios II92647N535SHORT TRM BD ETF113$5,583<0.1%+2+1.8%加碼–
Kraneshares Tr500767645KFA VAL LIN DYNM243$5,600<0.1%00.0%不變–
PLNTPlanet Fitness, Inc.CL A77$5,621<0.1%+3+4.1%加碼歷史
ACIWAci Worldwide, Inc.Stock184$5,630<0.1%+184新進歷史
YEXTYext, Inc.COM956$5,631<0.1%00.0%不變歷史
TTITetra Technologies IncCOM1,252$5,659<0.1%00.0%不變歷史
DBCInvesco DB Commodity Index Tracking FundUNIT257$5,664<0.1%−500−66.1%減碼歷史
DRHDiamondRock Hospitality CoCOM606$5,690<0.1%−135−18.2%減碼歷史
GBDCGolub Capital BDC, Inc.COM377$5,693<0.1%+22+6.2%加碼歷史
SFLSFL Corp Ltd.SHS505$5,696<0.1%00.0%不變歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF50$5,700<0.1%00.0%不變–
RIVNRivian Automotive, Inc.Stock244$5,724<0.1%−303−55.4%減碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG130$5,725<0.1%00.0%不變歷史
AUBNAuburn National Bancorporation, IncCOM270$5,746<0.1%00.0%不變歷史
GEFGreif, IncCL A88$5,772<0.1%00.0%不變歷史
RVLVRevolve Group, Inc.CL A349$5,786<0.1%+272+353.2%加碼歷史
USOUnited States Oil Fund, LPUNITS87$5,799<0.1%00.0%不變歷史
AAMIAcadian Asset Management Inc.COM304$5,825<0.1%00.0%不變歷史
VRNAVerona Pharma plcSPONSORED ADS295$5,865<0.1%+295新進歷史
BBDBank BradescoSP ADR PFD NEW1,676$5,866<0.1%+1,676新進歷史
SUISun Communities IncCOM44$5,881<0.1%−9−17.0%減碼歷史
HMNHorace Mann Educators CorpCOM180$5,886<0.1%+41+29.5%加碼歷史
Liberty Media Corp531229813Stock205$5,892<0.1%−1−0.5%減碼–
ANFAbercrombie & Fitch CoCL A67$5,911<0.1%00.0%不變歷史
JAMFJamf Holding Corp.COM328$5,924<0.1%+328新進歷史
ESSEssex Property Trust, Inc.COM24$5,951<0.1%−5−17.2%減碼歷史
JWNNordstrom IncStock324$5,978<0.1%+174+116.0%加碼歷史
BALLBALL CorpCOM104$5,981<0.1%−130−55.6%減碼歷史
iShares Tr464288489INTL DEV RE ETF275$5,984<0.1%00.0%不變–
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$5,998<0.1%00.0%不變–
BNLBroadstone Net Lease, Inc.COM349$6,009<0.1%−2,261−86.6%減碼歷史
CPKChesapeake Utilities CorpCOM57$6,021<0.1%+49+612.5%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM75$6,031<0.1%00.0%不變歷史
UNFUnifirst CorpCOM33$6,036<0.1%+1+3.1%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW70$6,048<0.1%−52−42.6%減碼歷史
KTBKontoor Brands, Inc.Stock97$6,055<0.1%00.0%不變歷史
SITCSITE Centers Corp.COM445$6,065<0.1%−55−11.0%減碼歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6,091<0.1%+83新進–
CENXCentury Aluminum CoCOM503$6,106<0.1%+503新進歷史
PLUGPlug Power IncStock1,360$6,120<0.1%+42+3.2%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A19$6,135<0.1%−9−32.1%減碼歷史
NTLAIntellia Therapeutics, Inc.COM202$6,159<0.1%+40+24.7%加碼歷史
XRXXerox Holdings CorpCOM NEW336$6,159<0.1%+336新進歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD390$6,185<0.1%00.0%不變–
TKTeekay Corp LtdCOM865$6,185<0.1%00.0%不變歷史
TACTransalta CorpCOM745$6,191<0.1%+563+309.3%加碼歷史
FMBHFirst Mid Bancshares, Inc.COM180$6,239<0.1%00.0%不變歷史
CCChemours CoStock198$6,245<0.1%+48+32.0%加碼歷史
BBIOBridgeBio Pharma, Inc.COM155$6,258<0.1%+155新進歷史
IDCCInterDigital, Inc.COM58$6,295<0.1%+58新進歷史
KEKimball Electronics, Inc.Stock234$6,306<0.1%−11−4.5%減碼歷史
LPGDorian LPG Ltd.SHS USD144$6,317<0.1%00.0%不變歷史
GENGen Digital Inc.Stock277$6,321<0.1%−82−22.8%減碼歷史
BDCBelden Inc.COM82$6,335<0.1%+28+51.9%加碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM2,007$6,342<0.1%+1,774+761.4%加碼歷史
AZTAAzenta, Inc.COM98$6,384<0.1%−21−17.6%減碼歷史
FFINFirst Financial Bankshares IncCOM211$6,393<0.1%+211新進歷史
GTLSChart Industries IncCOM47$6,407<0.1%+47新進歷史
WEXWEX Inc.COM33$6,420<0.1%+33新進歷史
Chiron Real Estate Inc.37954A204COM NEW580$6,439<0.1%−179−23.6%減碼–
iShares Tr464289446RUS TOP 200 ETF56$6,445<0.1%00.0%不變–
iShares Tr46435G524INTL DIV GRWTH100$6,457<0.1%00.0%不變–
MCHBMechanics BancorpCL A632$6,510<0.1%+516+444.8%加碼歷史
TRIPTripAdvisor, Inc.COM303$6,523<0.1%+146+93.0%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A51$6,524<0.1%+3+6.3%加碼歷史
ROADConstruction Partners, Inc.COM CL A150$6,528<0.1%+150新進歷史
PBIPitney Bowes IncCOM1,485$6,534<0.1%00.0%不變歷史
OMFOneMain Holdings, Inc.COM133$6,544<0.1%+117+731.3%加碼歷史
SBHSally Beauty Holdings, Inc.COM494$6,560<0.1%+385+353.2%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$6,582<0.1%00.0%不變–
SCSCScansource, Inc.COM167$6,615<0.1%00.0%不變歷史
CLSCelestica IncSUB VTG SHS226$6,617<0.1%+100+79.4%加碼歷史
VSHVishay Intertechnology IncCOM277$6,644<0.1%+22+8.6%加碼歷史
FELEFranklin Electric Co IncCOM69$6,670<0.1%+55+392.9%加碼歷史
AVDAmerican Vanguard CorpCOM609$6,681<0.1%+609新進歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD2,892$6,710<0.1%+2,385+470.4%加碼歷史
HSTHost Hotels & Resorts, Inc.COM347$6,756<0.1%−92−21.0%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