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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
RMBSRambus IncCOM167$1.14 萬<0.1%+60+56.1%加碼歷史
HCCWarrior Met Coal, Inc.COM185$1.13 萬<0.1%−68−26.9%減碼歷史
CNKCinemark Holdings, Inc.COM800$1.13 萬<0.1%−107−11.8%減碼歷史
iShares Tr46428865310-20 YR TRS ETF104$1.12 萬<0.1%+50+92.6%加碼–
ENPHEnphase Energy, Inc.Stock85$1.12 萬<0.1%00.0%不變歷史
RYAAYRyanair Holdings PLCSPONSORED ADR84$1.12 萬<0.1%+43+104.9%加碼歷史
DDD3D Systems CorpCOM NEW1,760$1.12 萬<0.1%+986+127.4%加碼歷史
CWKCushman & Wakefield Ltd.SHS1,034$1.12 萬<0.1%−432−29.5%減碼歷史
FLFoot Locker, Inc.COM356$1.11 萬<0.1%+214+150.7%加碼歷史
CLFCleveland-Cliffs Inc.COM542$1.11 萬<0.1%+159+41.5%加碼歷史
RXORXO, Inc.COMMON STOCK475$1.10 萬<0.1%−63−11.7%減碼歷史
URBNUrban Outfitters IncCOM309$1.10 萬<0.1%−261−45.8%減碼歷史
HIWHighwoods Properties, Inc.COM480$1.10 萬<0.1%−161−25.1%減碼歷史
EPAMEPAM Systems, Inc.COM37$1.10 萬<0.1%−31−45.6%減碼歷史
SBRASabra Health Care REIT, Inc.REIT770$1.10 萬<0.1%+112+17.0%加碼歷史
MLMMartin Marietta Materials IncCOM22$1.10 萬<0.1%−32−59.3%減碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR1,808$1.10 萬<0.1%+1,218+206.4%加碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD489$1.10 萬<0.1%−77−13.6%減碼–
DRDDrdgold LtdSPON ADR REPSTG1,379$1.10 萬<0.1%+379+37.9%加碼歷史
BAPCredicorp LtdCOM73$1.09 萬<0.1%−56−43.4%減碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US127$1.09 萬<0.1%+1+0.8%加碼–
ATKRAtkore Inc.COM68$1.09 萬<0.1%+26+61.9%加碼歷史
AAONAaon, Inc.COM PAR $0.004147$1.09 萬<0.1%−15−9.3%減碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM320$1.08 萬<0.1%+320新進歷史
XPROExpro Group Holdings N.V.COM681$1.08 萬<0.1%00.0%不變歷史
IPARInterparfums IncCOM75$1.08 萬<0.1%+8+11.9%加碼歷史
MPMP Materials Corp.COM CL A543$1.08 萬<0.1%+422+348.8%加碼歷史
FISIFinancial Institutions IncCOM505$1.08 萬<0.1%−33−6.1%減碼歷史
MATXMatson, Inc.COM98$1.07 萬<0.1%+16+19.5%加碼歷史
SMARSmartsheet IncCOM CL A222$1.06 萬<0.1%00.0%不變歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR465$1.06 萬<0.1%00.0%不變歷史
RAMPLiveRamp Holdings, Inc.COM280$1.06 萬<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM128$1.06 萬<0.1%−50−28.1%減碼歷史
ATOAtmos Energy CorpCOM91$1.05 萬<0.1%+41+82.0%加碼歷史
VACMarriott Vacations Worldwide CorpCOM124$1.05 萬<0.1%−126−50.4%減碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF462$1.05 萬<0.1%00.0%不變–
PBProsperity Bancshares IncCOM155$1.05 萬<0.1%+155新進歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.05 萬<0.1%−50−31.3%減碼–
MTXMinerals Technologies IncCOM147$1.05 萬<0.1%+60+69.0%加碼歷史
DANDANA IncCOM714$1.04 萬<0.1%+714新進歷史
VREVeris Residential, Inc.COM662$1.04 萬<0.1%−18−2.6%減碼歷史
OROR Royalties Inc.COM729$1.04 萬<0.1%+644+757.6%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK701$1.04 萬<0.1%−14−2.0%減碼歷史
CACICACI International IncCL A32$1.04 萬<0.1%+32新進歷史
PDMPiedmont Realty Trust, Inc.COM CL A1,450$1.03 萬<0.1%+645+80.1%加碼歷史
VVRInvesco Senior Income TrustCOM2,500$1.02 萬<0.1%00.0%不變歷史
RRyder System IncCOM89$1.02 萬<0.1%−11−11.0%減碼歷史
KREFKKR Real Estate Finance Trust Inc.COM771$1.02 萬<0.1%−279−26.6%減碼歷史
PCORProcore Technologies, Inc.COM147$1.02 萬<0.1%+116+374.2%加碼歷史
Invesco S&P 500 Quality ETF46137V241ETF188$1.02 萬<0.1%00.0%不變–
SPDR Series Trust78468R556SP O&G EXPL PRO74$1.01 萬<0.1%00.0%不變–
SSDSimpson Manufacturing Co., Inc.COM51$1.01 萬<0.1%+41+410.0%加碼歷史
FNVFranco Nevada CorpStock91$1.01 萬<0.1%+81+810.0%加碼歷史
AEEAmeren CorpCOM139$1.01 萬<0.1%−47−25.3%減碼歷史
MGYMagnolia Oil & Gas CorpCL A471$1.00 萬<0.1%+198+72.5%加碼歷史
CSTMConstellium SECL A SHS502$1.00 萬<0.1%00.0%不變歷史
NINisource Inc.COM376$9,976<0.1%−7−1.8%減碼歷史
OMCLOmnicell, Inc.COM265$9,972<0.1%+136+105.4%加碼歷史
KOPKoppers Holdings Inc.COM194$9,937<0.1%00.0%不變歷史
CGNXCognex CorpCOM238$9,935<0.1%+215+934.8%加碼歷史
DOXAmdocs LtdSHS113$9,933<0.1%+66+140.4%加碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$9,902<0.1%00.0%不變–
CPBCAMPBELL'S CoCOM229$9,900<0.1%+5+2.2%加碼歷史
CPACopa Holdings, S.A.CL A93$9,896<0.1%−36−27.9%減碼歷史
ELMEElme CommunitiesSH BEN INT677$9,884<0.1%+66+10.8%加碼歷史
AMCXAMC Global Media Inc.CL A524$9,846<0.1%−63−10.7%減碼歷史
JOEST JOE CoCOM162$9,759<0.1%−1−0.6%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF40$9,678<0.1%−48−54.5%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF192$9,644<0.1%00.0%不變–
SXCSunCoke Energy, Inc.COM897$9,634<0.1%+127+16.5%加碼歷史
HIHillenbrand, Inc.COM200$9,550<0.1%+75+60.0%加碼歷史
MMYTMakeMyTrip LtdStock203$9,537<0.1%+203新進歷史
iShares Tr464288752US HOME CONS ETF93$9,488<0.1%−118−55.9%減碼–
KOSKosmos Energy Ltd.COM1,410$9,461<0.1%−25−1.7%減碼歷史
MSMMSC Industrial Direct Co IncCL A93$9,418<0.1%+9+10.7%加碼歷史
ECEcopetrol S.A.SPONSORED ADS790$9,414<0.1%+454+135.1%加碼歷史
BCPCBalchem CorpCOM63$9,372<0.1%+63新進歷史
INDBIndependent Bank CorpCOM142$9,345<0.1%+44+44.9%加碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK691$9,335<0.1%00.0%不變歷史
LEGLeggett & Platt IncStock356$9,316<0.1%+155+77.1%加碼歷史
JELDJELD-WEN Holding, Inc.COM493$9,308<0.1%+167+51.2%加碼歷史
BANCBanc of California, Inc.COM692$9,294<0.1%+518+297.7%加碼歷史
PLURPluri Inc.COM16,000$9,272<0.1%00.0%不變歷史
EMBJEmbraer S.A.ADR500$9,225<0.1%00.0%不變歷史
iShares Tr4642874407-10 YR TRSY BD96$9,215<0.1%+62+182.4%加碼–
INVAInnoviva, Inc.COM574$9,207<0.1%00.0%不變歷史
INNSummit Hotel Properties, Inc.COM1,369$9,199<0.1%+259+23.3%加碼歷史
SXTSensient Technologies CorpCOM139$9,174<0.1%+29+26.4%加碼歷史
CLSKCleanspark, Inc.COM NEW830$9,155<0.1%00.0%不變歷史
VSATViasat IncCOM327$9,140<0.1%+251+330.3%加碼歷史
PUMPProPetro Holding Corp.COM1,087$9,110<0.1%+109+11.1%加碼歷史
PEverpure, Inc.CL A255$9,094<0.1%−28−9.9%減碼歷史
AROWArrow Financial CorpCOM325$9,080<0.1%−89−21.5%減碼歷史
RGLDRoyal Gold IncStock75$9,073<0.1%+37+97.4%加碼歷史
PKSTPeakstone Realty TrustCommon Stock455$9,065<0.1%+455新進歷史
CVICVR Energy IncCOM299$9,060<0.1%00.0%不變歷史
MLKNMillerknoll, Inc.COM339$9,045<0.1%+159+88.3%加碼歷史
ENREnergizer Holdings, Inc.COM285$9,029<0.1%00.0%不變歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC356$9,025<0.1%−151−29.8%減碼–
BENFranklin Templeton IncCOM302$8,996<0.1%−117−27.9%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