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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
AUBNAuburn National Bancorporation, IncCOM270$5,746<0.1%00.0%不變歷史
CENTACentral Garden & Pet CoCL A NON-VTG130$5,725<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock244$5,724<0.1%−303−55.4%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF50$5,700<0.1%00.0%不變–
SFLSFL Corp Ltd.SHS505$5,696<0.1%00.0%不變歷史
GBDCGolub Capital BDC, Inc.COM377$5,693<0.1%+22+6.2%加碼歷史
DRHDiamondRock Hospitality CoCOM606$5,690<0.1%−135−18.2%減碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT257$5,664<0.1%−500−66.1%減碼歷史
TTITetra Technologies IncCOM1,252$5,659<0.1%00.0%不變歷史
YEXTYext, Inc.COM956$5,631<0.1%00.0%不變歷史
ACIWAci Worldwide, Inc.Stock184$5,630<0.1%+184新進歷史
PLNTPlanet Fitness, Inc.CL A77$5,621<0.1%+3+4.1%加碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$5,600<0.1%00.0%不變–
Victory Portfolios II92647N535SHORT TRM BD ETF113$5,583<0.1%+2+1.8%加碼–
CNXNPC Connection IncCOM83$5,578<0.1%00.0%不變歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$5,549<0.1%+320新進–
DNLIDenali Therapeutics Inc.COM258$5,537<0.1%+42+19.4%加碼歷史
CTRECareTrust REIT, Inc.COM247$5,528<0.1%−43−14.8%減碼歷史
PTONPeloton Interactive, Inc.CL A COM900$5,481<0.1%−50−5.3%減碼歷史
CIBGrupo Cibest S.A.SPON ADR PREF178$5,477<0.1%+59+49.6%加碼歷史
CNMDCONMED CorpCOM50$5,476<0.1%+50新進歷史
NHCNational Healthcare CorpCOM59$5,453<0.1%+26+78.8%加碼歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,441<0.1%00.0%不變–
PMTPennyMac Mortgage Investment TrustCOM363$5,427<0.1%−95−20.7%減碼歷史
AAAlcoa CorpStock159$5,406<0.1%−244−60.5%減碼歷史
CRSCarpenter Technology CorpCOM76$5,381<0.1%−115−60.2%減碼歷史
TDSTelephone & Data Systems IncCOM NEW293$5,377<0.1%−445−60.3%減碼歷史
MMIMarcus & Millichap, Inc.COM123$5,373<0.1%+123新進歷史
CHWYChewy, Inc.CL A227$5,364<0.1%+150+194.8%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A301$5,345<0.1%+188+166.4%加碼歷史
CXCemex SAB de CVSPON ADR NEW688$5,332<0.1%+487+242.3%加碼歷史
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
TXNMTXNM Energy IncCOM128$5,325<0.1%−28−17.9%減碼歷史
GXOGXO Logistics, Inc.Stock87$5,321<0.1%+54+163.6%加碼歷史
IRDMIridium Communications Inc.COM129$5,310<0.1%+108+514.3%加碼歷史
FCPTFour Corners Property Trust, Inc.COM207$5,237<0.1%+120+137.9%加碼歷史
KWKennedy-Wilson Holdings, Inc.COM422$5,224<0.1%−54−11.3%減碼歷史
OUTOUTFRONT Media Inc.COM373$5,207<0.1%−136−26.7%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$5,190<0.1%00.0%不變–
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–
CKXCKX Lands, Inc.COM400$5,185<0.1%00.0%不變歷史
EHABEnhabit, Inc.COM500$5,175<0.1%00.0%不變歷史
iShares Inc464286533MSCI EMERG MRKT93$5,165<0.1%−44−32.1%減碼–
MRVIMaravai Lifesciences Holdings, Inc.COM CL A786$5,148<0.1%+786新進歷史
AWRAmerican States Water CoCOM64$5,147<0.1%−1,000−94.0%減碼歷史
WTIW&T Offshore IncCOM1,577$5,141<0.1%+922+140.8%加碼歷史
PVHPVH Corp.COM42$5,129<0.1%+7+20.0%加碼歷史
ATSATS CorpCOM119$5,125<0.1%+119新進歷史
HTHTH World Group LtdSPONSORED ADS153$5,116<0.1%+137+856.3%加碼歷史
PRAAPra Group IncCOM195$5,109<0.1%+195新進歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR319$5,095<0.1%+78+32.4%加碼歷史
FTDRFrontdoor, Inc.COM144$5,072<0.1%00.0%不變歷史
MURMurphy Oil CorpCOM118$5,034<0.1%00.0%不變歷史
BHEBenchmark Electronics IncCOM182$5,030<0.1%00.0%不變歷史
KNSLKinsale Capital Group, Inc.Stock15$5,024<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM54$5,019<0.1%+27+100.0%加碼歷史
SDGRSchrodinger, Inc.COM140$5,012<0.1%+140新進歷史
LUMNLumen Technologies, Inc.Stock2,715$4,969<0.1%+241+9.7%加碼歷史
SHAKShake Shack Inc.CL A67$4,966<0.1%−22−24.7%減碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW114$4,965<0.1%−57−33.3%減碼歷史
CHCOCity Holding CoCOM45$4,962<0.1%00.0%不變歷史
ALLYAlly Financial Inc.Stock142$4,958<0.1%−244−63.2%減碼歷史
ITOSiTeos Therapeutics, Inc.COM452$4,949<0.1%+452新進歷史
AXSMAxsome Therapeutics, Inc.COM62$4,935<0.1%+62新進歷史
MLABMesa Laboratories IncCOM47$4,924<0.1%+47新進歷史
AWIArmstrong World Industries IncCOM50$4,916<0.1%+50新進歷史
WABCWestamerica BancorporationCOM87$4,908<0.1%00.0%不變歷史
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–
PLTKPlaytika Holding Corp.COM561$4,892<0.1%+561新進歷史
AVNSAvanos Medical, Inc.Stock218$4,890<0.1%+130+147.7%加碼歷史
CRDOCredo Technology Group Holding LtdStock250$4,868<0.1%+250新進歷史
iShares Inc464286749MSCI SWITZERLAND100$4,827<0.1%00.0%不變–
WDFCWD 40 CoCOM20$4,781<0.1%+18+900.0%加碼歷史
WWDWoodward, Inc.COM35$4,767<0.1%00.0%不變歷史
HRIHerc Holdings IncCOM32$4,764<0.1%−2−5.9%減碼歷史
BCOVBrightcove IncCOM1,838$4,760<0.1%+1,838新進歷史
SXIStandex International CorpCOM30$4,751<0.1%00.0%不變歷史
CLDTChatham Lodging TrustCOM443$4,749<0.1%00.0%不變歷史
APPNAppian CorpCL A126$4,745<0.1%+8+6.8%加碼歷史
SPLKSplunk IncCOM31$4,723<0.1%−25−44.6%減碼歷史
iShares Tr46435G342MORTGE REL ETF200$4,718<0.1%00.0%不變–
TPLTexas Pacific Land CorpStock3$4,717<0.1%+3新進歷史
DKSDick's Sporting Goods, Inc.Stock32$4,703<0.1%−49−60.5%減碼歷史
ACLSAxcelis Technologies IncStock36$4,669<0.1%+4+12.5%加碼歷史
SNEXStoneX Group Inc.COM63$4,651<0.1%+21+50.0%加碼歷史
BRCBrady CorpCL A79$4,636<0.1%+5+6.8%加碼歷史
COHRCoherent Corp.COM106$4,615<0.1%00.0%不變歷史
SNDRSchneider National, Inc.CL B181$4,607<0.1%−3−1.6%減碼歷史
ACHAccendra Health IncStock239$4,606<0.1%+239新進歷史
WWWW International, Inc.COM526$4,603<0.1%00.0%不變歷史
AZEKAZEK Co Inc.CL A120$4,590<0.1%+120新進歷史
ABRArbor Realty Trust IncCOM302$4,584<0.1%−604−66.7%減碼歷史
JEFJefferies Financial Group Inc.COM113$4,567<0.1%−82−42.1%減碼歷史
PACBPacific Biosciences of California, Inc.COM465$4,562<0.1%+465新進歷史
APPSDigital Turbine, Inc.COM NEW661$4,534<0.1%+516+355.9%加碼歷史
PRMWPrimo Water CorpCOM301$4,530<0.1%+164+119.7%加碼歷史
DOOBRP Inc.COM SUN VTG63$4,516<0.1%+63新進歷史

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