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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
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.44 萬<0.1%00.0%不變歷史
BDNBrandywine Realty TrustSH BEN INT NEW2,656$1.43 萬<0.1%+253+10.5%加碼歷史
HLLYHolley Inc.COM2,940$1.43 萬<0.1%00.0%不變歷史
NOVTNovanta IncCOM85$1.43 萬<0.1%+49+136.1%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF566$1.42 萬<0.1%−527−48.2%減碼–
TBBKBancorp, Inc.COM368$1.42 萬<0.1%+255+225.7%加碼歷史
FORForestar Group Inc.COM429$1.42 萬<0.1%+167+63.7%加碼歷史
AATAmerican Assets Trust, Inc.COM628$1.41 萬<0.1%−57−8.3%減碼歷史
GAPGap IncCOM674$1.41 萬<0.1%+410+155.3%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.41 萬<0.1%00.0%不變歷史
UIUbiquiti Inc.COM100$1.40 萬<0.1%+100新進歷史
MAAMid America Apartment Communities Inc.COM103$1.39 萬<0.1%+79+329.2%加碼歷史
ALKSAlkermes plc.SHS499$1.38 萬<0.1%+341+215.8%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK252$1.38 萬<0.1%+5+2.0%加碼歷史
NEONeogenomics IncCOM NEW852$1.38 萬<0.1%+345+68.0%加碼歷史
APOGApogee Enterprises, Inc.COM258$1.38 萬<0.1%+11+4.5%加碼歷史
WPMWheaton Precious Metals Corp.COM277$1.37 萬<0.1%−95−25.5%減碼歷史
Schwab Fundamental International Equity ETF808524755ETF405$1.37 萬<0.1%+198+95.7%加碼–
Nushares ETF Tr67092P854ESG HI TLD CRP649$1.37 萬<0.1%00.0%不變–
XMTRXometry, Inc.CLASS A COM380$1.36 萬<0.1%+274+258.5%加碼歷史
WTMWhite Mountains Insurance Group LtdCOM9$1.35 萬<0.1%00.0%不變歷史
PHIPLDT Inc.SPONSORED ADR577$1.35 萬<0.1%+454+369.1%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF244$1.35 萬<0.1%+147+151.5%加碼–
ICUIIcu Medical IncCOM135$1.35 萬<0.1%+112+487.0%加碼歷史
GBCIGlacier Bancorp, Inc.COM325$1.34 萬<0.1%+77+31.0%加碼歷史
ICFIICF International, Inc.Stock100$1.34 萬<0.1%+100新進歷史
JAZZJazz Pharmaceuticals plcSHS USD109$1.34 萬<0.1%+18+19.8%加碼歷史
EXPEagle Materials IncCOM66$1.34 萬<0.1%00.0%不變歷史
SAFESafehold Inc.COM572$1.34 萬<0.1%+86+17.7%加碼歷史
RPMRPM International IncCOM120$1.34 萬<0.1%+11+10.1%加碼歷史
BRBRBellring Brands, Inc.Stock241$1.34 萬<0.1%+105+77.2%加碼歷史
Healthpeak Properties, Inc.71943U104COM1,003$1.33 萬<0.1%+918+1,080.0%加碼–
SEMSelect Medical Holdings CorpCOM567$1.33 萬<0.1%+60+11.8%加碼歷史
PFCPremier Financial CorpCOM550$1.33 萬<0.1%−117−17.5%減碼歷史
NPOEnpro Inc.COM84$1.32 萬<0.1%00.0%不變歷史
OIO-I Glass, Inc.COM801$1.31 萬<0.1%+39+5.1%加碼歷史
HTGCHercules Capital, Inc.COM787$1.31 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Value ETF808524409ETF187$1.31 萬<0.1%00.0%不變–
WABWestinghouse Air Brake Technologies CorpStock103$1.31 萬<0.1%+35+51.5%加碼歷史
AOSSmith A O CorpCOM158$1.30 萬<0.1%+20+14.5%加碼歷史
SPTSprout Social, Inc.COM CL A212$1.30 萬<0.1%+130+158.5%加碼歷史
ANAutonation, Inc.COM86$1.29 萬<0.1%00.0%不變歷史
ACHCAcadia Healthcare Company, Inc.COM166$1.29 萬<0.1%+100+151.5%加碼歷史
IBTXIndependent Bank Group, Inc.COM253$1.29 萬<0.1%+61+31.8%加碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA452$1.29 萬<0.1%+452新進–
PRGOPERRIGO Co plcSHS399$1.28 萬<0.1%+304+320.0%加碼歷史
NJRNew Jersey Resources CorpStock288$1.28 萬<0.1%+180+166.7%加碼歷史
NCZVirtus Convertible & Income Fund IICOM4,300$1.28 萬<0.1%00.0%不變歷史
XYLXylem Inc.COM112$1.28 萬<0.1%+16+16.7%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM464$1.28 萬<0.1%−115−19.9%減碼歷史
MKCMcCormick & Co IncStock187$1.28 萬<0.1%+7+3.9%加碼歷史
PNNTPennantpark Investment CorpCOM1,842$1.27 萬<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock232$1.27 萬<0.1%−54−18.9%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF200$1.27 萬<0.1%−1,749−89.7%減碼–
Ssga Active Tr78470P309ST STR MARKE ETF302$1.27 萬<0.1%+302新進–
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.26 萬<0.1%00.0%不變歷史
NWGNatWest Group plcSPONS ADR2,229$1.25 萬<0.1%+1,713+332.0%加碼歷史
BECNQxo Building Products, Inc.COM144$1.25 萬<0.1%00.0%不變歷史
IPGInterpublic Group of Companies, Inc.COM383$1.25 萬<0.1%+190+98.4%加碼歷史
INGRIngredion IncCOM115$1.25 萬<0.1%+25+27.8%加碼歷史
LXPLXP Industrial TrustCOM1,258$1.25 萬<0.1%+152+13.7%加碼歷史
RUNSunrun Inc.COM635$1.25 萬<0.1%+75+13.4%加碼歷史
CBZCBIZ, Inc.COM199$1.25 萬<0.1%+10+5.3%加碼歷史
MTCHMatch Group, Inc.COM341$1.24 萬<0.1%−905−72.6%減碼歷史
FIVNFive9, Inc.COM158$1.24 萬<0.1%+106+203.8%加碼歷史
BRKLBrookline Bancorp IncCOM1,139$1.24 萬<0.1%00.0%不變歷史
TAPMolson Coors Beverage CoCL B201$1.23 萬<0.1%−3−1.5%減碼歷史
iShares Tr46435G326CORE MSCI INTL193$1.23 萬<0.1%00.0%不變–
GLNGGolar LNG LtdSHS534$1.23 萬<0.1%00.0%不變歷史
MRTNMarten Transport LtdCOM585$1.23 萬<0.1%00.0%不變歷史
THGHanover Insurance Group, Inc.COM101$1.23 萬<0.1%+46+83.6%加碼歷史
FTSFortis Inc.COM298$1.23 萬<0.1%+126+73.3%加碼歷史
PCVXVaxcyte, Inc.COM194$1.22 萬<0.1%+164+546.7%加碼歷史
BJRIBJs RESTAURANTS INCCOM338$1.22 萬<0.1%+130+62.5%加碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT531$1.21 萬<0.1%00.0%不變歷史
MIDDMIDDLEBY CorpCOM82$1.21 萬<0.1%+7+9.3%加碼歷史
LTHMLivent Corp.COM670$1.20 萬<0.1%+670新進歷史
PRPermian Resources CorpCLASS A COM881$1.20 萬<0.1%+760+628.1%加碼歷史
KRGKite Realty Group TrustCOM NEW524$1.20 萬<0.1%+49+10.3%加碼歷史
EMNEastman Chemical CoStock133$1.19 萬<0.1%−88−39.8%減碼歷史
ASAIYSendas Distributor S.A.SPON ADS862$1.19 萬<0.1%−1,175−57.7%減碼歷史
DEIDouglas Emmett IncCOM821$1.19 萬<0.1%−488−37.3%減碼歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q392$1.19 萬<0.1%+2+0.5%加碼–
PCHPotlatchdeltic CorpCOM242$1.19 萬<0.1%−48−16.6%減碼歷史
SUMSummit Materials, Inc.CL A308$1.18 萬<0.1%+289+1,521.1%加碼歷史
OBDCBlue Owl Capital CorpCOM802$1.18 萬<0.1%+37+4.8%加碼歷史
KNFKnife River CorpStock178$1.18 萬<0.1%+175+5,833.3%加碼歷史
QLYSQualys, Inc.COM60$1.18 萬<0.1%+37+160.9%加碼歷史
ODPODP CorpCOM209$1.18 萬<0.1%00.0%不變歷史
NMFCNew Mountain Finance CorpCOM925$1.18 萬<0.1%00.0%不變歷史
BROBrown & Brown, Inc.Stock165$1.17 萬<0.1%+5+3.1%加碼歷史
SHOSunstone Hotel Investors, Inc.COM1,090$1.17 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG406$1.17 萬<0.1%+350+625.0%加碼–
LBRTLiberty Energy Inc.COM CL A641$1.16 萬<0.1%+50+8.5%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM234$1.16 萬<0.1%−868−78.8%減碼歷史
HCSGHealthcare Services Group IncCOM1,111$1.15 萬<0.1%+777+232.6%加碼歷史
WNS Hldgs Ltd92932M101SPON ADR182$1.15 萬<0.1%+173+1,922.2%加碼–
UBSIUnited Bankshares IncCOM305$1.15 萬<0.1%+288+1,694.1%加碼歷史
Schwab Strategic Tr8085246985 10YR CORP BD254$1.14 萬<0.1%+47+22.7%加碼–
KTOSKratos Defense & Security Solutions, Inc.COM NEW562$1.14 萬<0.1%+29+5.4%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