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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
SQMChemical & Mining Co of Chile IncSPON ADR SER B830$5.00 萬<0.1%+475+133.8%加碼歷史
MPWRMonolithic Power Systems, Inc.COM79$4.99 萬<0.1%+15+23.4%加碼歷史
ECLEcolab Inc.Stock251$4.98 萬<0.1%−10−3.8%減碼歷史
CNCCentene CorpStock668$4.96 萬<0.1%+48+7.7%加碼歷史
EIXEdison InternationalStock690$4.93 萬<0.1%+10+1.5%加碼歷史
iShares Tr46436E759ESG EAFE ETF769$4.91 萬<0.1%+23+3.1%加碼–
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 105,229$4.90 萬<0.1%+3,324+174.5%加碼歷史
MSTRStrategy IncStock77$4.88 萬<0.1%+77加碼歷史
LSCCLattice Semiconductor CorpCOM706$4.87 萬<0.1%+69+10.8%加碼歷史
AAPAdvance Auto Parts IncCOM797$4.86 萬<0.1%−43−5.1%減碼歷史
EGPEastgroup Properties IncCOM265$4.86 萬<0.1%+252+1,938.5%加碼歷史
PACPacific Airport GroupSPON ADS B276$4.84 萬<0.1%+146+112.3%加碼歷史
LNGCheniere Energy, Inc.COM NEW283$4.83 萬<0.1%+75+36.1%加碼歷史
WUWestern Union COStock4,052$4.83 萬<0.1%−770−16.0%減碼歷史
HOUSAnywhere Real Estate Inc.COM5,944$4.82 萬<0.1%−1,444−19.5%減碼歷史
AELAmerican National Group Inc.COM860$4.80 萬<0.1%00.0%不變歷史
EWBCEast West Bancorp IncCOM666$4.79 萬<0.1%+230+52.8%加碼歷史
iShares Tr464287762US HLTHCARE ETF167$4.78 萬<0.1%00.0%不變–
OSISOsi Systems IncCOM370$4.77 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock376$4.75 萬<0.1%−349−48.1%減碼歷史
iShares Tr46435G433MSCI USA SMCP MN1,331$4.75 萬<0.1%+1,144+611.8%加碼–
GNRCGenerac Holdings Inc.Stock366$4.73 萬<0.1%−108−22.8%減碼歷史
MRNAModerna, Inc.Stock475$4.72 萬<0.1%+116+32.3%加碼歷史
VNOVornado Realty TrustSH BEN INT1,668$4.71 萬<0.1%00.0%不變歷史
MAINMain Street Capital CORPCEF1,083$4.68 萬<0.1%−3,200−74.7%減碼歷史
ESIElement Solutions IncCOM2,002$4.63 萬<0.1%+684+51.9%加碼歷史
ALVAutoliv IncCOM417$4.59 萬<0.1%+5+1.2%加碼歷史
Cullman Bancorp Inc Com230150104Stock4,261$4.59 萬<0.1%00.0%不變–
DBX ETF Tr233051432XTRACK USD HIGH1,290$4.59 萬<0.1%+12+0.9%加碼–
BMOBank of MontrealCOM463$4.58 萬<0.1%+130+39.0%加碼歷史
CTRACoterra Energy Inc.Stock1,794$4.58 萬<0.1%+35+2.0%加碼歷史
YETIYETI Holdings, Inc.COM884$4.58 萬<0.1%−16−1.8%減碼歷史
TPRTapestry, Inc.COM1,241$4.57 萬<0.1%+1,209+3,778.1%加碼歷史
CIVICivitas Resources, Inc.EQUITY US CM668$4.57 萬<0.1%+48+7.7%加碼歷史
Franklin Templeton ETF Tr35473P652FTSE EUROPE1,617$4.56 萬<0.1%+1,617新進–
MDCSekisui House U.S., Inc.COM824$4.55 萬<0.1%−324−28.2%減碼歷史
WECWec Energy Group, Inc.Stock540$4.54 萬<0.1%+308+132.8%加碼歷史
FSLYFastly, Inc.CL A2,542$4.52 萬<0.1%−1,340−34.5%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$4.51 萬<0.1%00.0%不變歷史
IEXIdex CorpCOM207$4.51 萬<0.1%00.0%不變歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT2,618$4.50 萬<0.1%00.0%不變歷史
BRKRBruker CorpCOM610$4.49 萬<0.1%+138+29.2%加碼歷史
DOCHealthpeak Properties, Inc.COM2,250$4.45 萬<0.1%+1,850+462.5%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 107,065$4.45 萬<0.1%−5,823−45.2%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF481$4.45 萬<0.1%+481新進–
Victory Portfolios II92647N527CORE BD ETF949$4.45 萬<0.1%+11+1.2%加碼–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF1,584$4.43 萬<0.1%+1,584新進–
TSEMTower Semiconductor LtdSHS NEW1,448$4.42 萬<0.1%−673−31.7%減碼歷史
IFFInternational Flavors & Fragrances IncCOM544$4.41 萬<0.1%+8+1.5%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$4.41 萬<0.1%00.0%不變歷史
GGBGerdau S.A.SPON ADR REP PFD9,079$4.40 萬<0.1%+39+0.4%加碼歷史
IVZInvesco Ltd.Stock2,462$4.39 萬<0.1%+1,589+182.0%加碼歷史
TROXTronox Holdings plcSHS3,100$4.39 萬<0.1%−23−0.7%減碼歷史
IVTInvenTrust Properties Corp.COM NEW1,730$4.38 萬<0.1%+271+18.6%加碼歷史
CNHCNH Industrial N.V.SHS3,585$4.37 萬<0.1%+3,532+6,664.2%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX919$4.36 萬<0.1%+593+181.9%加碼–
UTFCohen & Steers Infrastructure Fund IncCOM2,044$4.34 萬<0.1%+14+0.7%加碼歷史
MAPSWM Technology, Inc.COM60,263$4.34 萬<0.1%00.0%不變歷史
Vanguard Financials ETF92204A405ETF470$4.34 萬<0.1%−648−58.0%減碼–
FMCFMC CorpCOM NEW686$4.33 萬<0.1%+612+827.0%加碼歷史
SWNSouthwestern Energy CoCOM6,535$4.28 萬<0.1%−78−1.2%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD1,160$4.26 萬<0.1%00.0%不變歷史
ETRNMidstream Co LLCCOM4,134$4.21 萬<0.1%+25+0.6%加碼歷史
WIREEncore Wire CorpCOM197$4.21 萬<0.1%−19−8.8%減碼歷史
PEOAdams Natural Resources Fund, Inc.COM2,038$4.20 萬<0.1%00.0%不變歷史
ASNDAscendis Pharma A/SSPONSORED ADR333$4.19 萬<0.1%+91+37.6%加碼歷史
WYNNWynn Resorts LtdCOM460$4.19 萬<0.1%−6−1.3%減碼歷史
LYVLive Nation Entertainment, Inc.COM447$4.18 萬<0.1%−10−2.2%減碼歷史
VMRKVivmark ResidentialSH BEN INT680$4.16 萬<0.1%−193−22.1%減碼歷史
SMPLSimply Good Foods CoCOM1,046$4.14 萬<0.1%−543−34.2%減碼歷史
RNRRenaissancere Holdings LtdCOM211$4.14 萬<0.1%00.0%不變歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF2,457$4.12 萬<0.1%+66+2.8%加碼歷史
KKellanovaStock736$4.12 萬<0.1%+428+139.0%加碼歷史
AVTRAvantor, Inc.COM1,796$4.10 萬<0.1%−150−7.7%減碼歷史
CTASCintas CorpStock68$4.10 萬<0.1%+20+41.7%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM214$4.10 萬<0.1%+184+613.3%加碼歷史
PPLPPL CorpCOM1,507$4.08 萬<0.1%+480+46.7%加碼歷史
FITBFifth Third BancorpCOM1,179$4.07 萬<0.1%+12+1.0%加碼歷史
ENTGEntegris IncCOM339$4.07 萬<0.1%+78+29.9%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF890$4.06 萬<0.1%+14+1.6%加碼–
KTKT CorpSPONSORED ADR3,014$4.05 萬<0.1%+1,821+152.6%加碼歷史
iShares Tr464287796U.S. ENERGY ETF914$4.03 萬<0.1%+596+187.4%加碼–
American Centy ETF Tr025072232AVANTIS ALL EQT622$4.03 萬<0.1%+38+6.5%加碼–
NTAPNetApp, Inc.Stock454$4.00 萬<0.1%+184+68.1%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF131$3.99 萬<0.1%−196−59.9%減碼–
INCYIncyte CorpCOM635$3.99 萬<0.1%+544+597.8%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock3,501$3.98 萬<0.1%−1,746−33.3%減碼歷史
RGAReinsurance Group of America IncCOM NEW246$3.98 萬<0.1%+5+2.1%加碼歷史
OMABCentral North Airport GroupSPON ADR470$3.98 萬<0.1%+423+900.0%加碼歷史
ORealty Income CorpREIT691$3.97 萬<0.1%+424+158.8%加碼歷史
DDDuPont de Nemours, Inc.COM512$3.94 萬<0.1%+103+25.2%加碼歷史
MVSTMicrovast Holdings, Inc.COM28,092$3.93 萬<0.1%+10,000+55.3%加碼歷史
JHGJanus Henderson Group Ltd.ORD SHS1,299$3.92 萬<0.1%+369+39.7%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock502$3.88 萬<0.1%+3+0.6%加碼歷史
CIENCiena CorpCOM NEW862$3.88 萬<0.1%−145−14.4%減碼歷史
WPPWPP plcADR815$3.88 萬<0.1%−150−15.5%減碼歷史
SNASnap-on IncCOM134$3.87 萬<0.1%−13−8.8%減碼歷史
BNSBank of Nova ScotiaCOM794$3.87 萬<0.1%−125−13.6%減碼歷史
HSYHershey CoCOM207$3.86 萬<0.1%+12+6.2%加碼歷史
Liberty Media Corp531229789Stock1,339$3.85 萬<0.1%−32−2.3%減碼–

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