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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
American Centy ETF Tr025072356REAL ESTATE ETF5,248$22.7 萬<0.1%+45+0.9%加碼–
NSCNorfolk Southern CorpStock958$22.7 萬<0.1%+157+19.6%加碼歷史
VRTXVertex Pharmaceuticals IncStock556$22.6 萬<0.1%+2+0.4%加碼歷史
CHHChoice Hotels International IncCOM1,987$22.5 萬<0.1%+23+1.2%加碼歷史
AIGAmerican International Group, Inc.Stock3,313$22.4 萬<0.1%+124+3.9%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,026$22.4 萬<0.1%+733+56.7%加碼–
IBMInternational Business Machines CorpStock1,370$22.4 萬<0.1%+23+1.7%加碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW5,736$22.4 萬<0.1%+5,736新進–
KMBKimberly Clark CorpStock1,841$22.4 萬<0.1%−320−14.8%減碼歷史
SRESempraStock2,982$22.3 萬<0.1%−12−0.4%減碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT14,977$22.3 萬<0.1%−512−3.3%減碼歷史
ARESAres Management CorpCL A COM STK1,851$22.0 萬<0.1%00.0%不變歷史
VRTVertiv Holdings CoCOM CL A4,558$21.9 萬<0.1%−9−0.2%減碼歷史
CCitigroup IncStock4,220$21.7 萬<0.1%+628+17.5%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF8,423$21.7 萬<0.1%−2,156−20.4%減碼–
TGTTarget CorpStock1,515$21.6 萬<0.1%−710−31.9%減碼歷史
AJGArthur J. Gallagher & Co.COM960$21.6 萬<0.1%+70+7.9%加碼歷史
EPDEnterprise Products Partners L.P.Stock8,145$21.5 萬<0.1%−1,287−13.6%減碼歷史
SLFSun Life Financial IncCOM4,127$21.4 萬<0.1%+267+6.9%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,689$21.3 萬<0.1%00.0%不變歷史
GIBCgi IncCL A1,978$21.2 萬<0.1%+579+41.4%加碼歷史
SNYSanofiSPONSORED ADR4,219$21.0 萬<0.1%+209+5.2%加碼歷史
CEGConstellation Energy CorpStock1,794$21.0 萬<0.1%+387+27.5%加碼歷史
TTTrane Technologies plcSHS856$20.9 萬<0.1%+135+18.7%加碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$20.7 萬<0.1%+8,962新進–
GMGeneral Motors CoCOM5,708$20.5 萬<0.1%+1,162+25.6%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,195$20.3 萬<0.1%+6,195新進–
ALLAllstate CorpStock1,448$20.3 萬<0.1%+59+4.2%加碼歷史
FSKFS KKR Capital CorpCOM10,136$20.2 萬<0.1%−10.0%減碼歷史
ROPRoper Technologies IncStock368$20.1 萬<0.1%+56+17.9%加碼歷史
HUMHumana IncStock438$20.1 萬<0.1%+5+1.2%加碼歷史
SMGScotts Miracle-Gro CoStock3,145$20.1 萬<0.1%−55−1.7%減碼歷史
WDAYWorkday, Inc.CL A721$19.9 萬<0.1%+74+11.4%加碼歷史
PHParker-Hannifin CorpStock428$19.7 萬<0.1%+16+3.9%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN14,138$19.5 萬<0.1%−264−1.8%減碼歷史
APDAir Products & Chemicals, Inc.Stock706$19.3 萬<0.1%+104+17.3%加碼歷史
NVSNovartis AGADR1,915$19.3 萬<0.1%+48+2.6%加碼歷史
CTSHCognizant Technology Solutions CorpCL A2,553$19.3 萬<0.1%−205−7.4%減碼歷史
CHTRCharter Communications, Inc.CL A494$19.2 萬<0.1%+22+4.7%加碼歷史
BDXBecton Dickinson & CoStock779$19.0 萬<0.1%−3,669−82.5%減碼歷史
DECKDeckers Outdoor CorpCOM283$18.9 萬<0.1%+3+1.1%加碼歷史
BABAAlibaba Group Holding LtdADR2,436$18.9 萬<0.1%−205−7.8%減碼歷史
TTETotalEnergies SESPONSORED ADS2,787$18.8 萬<0.1%+262+10.4%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,030$18.8 萬<0.1%−140−12.0%減碼歷史
WMWaste Management IncStock1,046$18.7 萬<0.1%−15−1.4%減碼歷史
iShares Tr46434V860TRS FLT RT BD3,698$18.7 萬<0.1%−2,771−42.8%減碼–
NSITInsight Enterprises IncCOM1,051$18.6 萬<0.1%−12−1.1%減碼歷史
GDGeneral Dynamics CorpStock715$18.6 萬<0.1%+28+4.1%加碼歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,018$18.5 萬<0.1%+2,018新進–
iShares Tr464287622RUS 1000 ETF703$18.4 萬<0.1%−46−6.1%減碼–
iShares Tr46435G672CORE INTL AGGR3,702$18.4 萬<0.1%+3,702新進–
iShares Tr464288638ISHS 5-10YR INVT3,531$18.4 萬<0.1%+2,914+472.3%加碼–
FISFidelity National Information Services, Inc.Stock3,051$18.3 萬<0.1%−975−24.2%減碼歷史
YUMYum Brands IncStock1,399$18.3 萬<0.1%+161+13.0%加碼歷史
ARCCAres Capital CorpCEF9,126$18.3 萬<0.1%−350−3.7%減碼歷史
BFAMBright Horizons Family Solutions Inc.COM1,939$18.3 萬<0.1%−13−0.7%減碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,935$18.3 萬<0.1%+682+13.0%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$18.2 萬<0.1%00.0%不變歷史
UALUnited Airlines Holdings, Inc.COM4,398$18.1 萬<0.1%+662+17.7%加碼歷史
EHCEncompass Health CorpCOM2,715$18.1 萬<0.1%+2+0.1%加碼歷史
MOAltria Group, Inc.Stock4,476$18.1 萬<0.1%−16−0.4%減碼歷史
CDNSCadence Design Systems IncStock661$18.0 萬<0.1%+380+135.2%加碼歷史
ITWIllinois Tool Works IncStock686$18.0 萬<0.1%+19+2.8%加碼歷史
TAT&T Inc.Stock10,603$17.8 萬<0.1%−171−1.6%減碼歷史
ROKRockwell Automation, IncStock572$17.8 萬<0.1%−1−0.2%減碼歷史
SFMSprouts Farmers Market, Inc.COM3,693$17.8 萬<0.1%00.0%不變歷史
WRKWestRock CoCOM4,276$17.8 萬<0.1%−309−6.7%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY4,671$17.5 萬<0.1%00.0%不變–
TSCOTractor Supply CoCOM812$17.5 萬<0.1%+417+105.6%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 35,603$17.3 萬<0.1%+242+4.5%加碼歷史
STTState Street CorpCOM2,230$17.3 萬<0.1%−784−26.0%減碼歷史
IDXXIDEXX Laboratories IncCOM310$17.2 萬<0.1%+51+19.7%加碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL4,552$17.1 萬<0.1%00.0%不變–
LHXL3HARRIS Technologies, Inc.Stock804$16.9 萬<0.1%+116+16.9%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF3,003$16.9 萬<0.1%+15+0.5%加碼–
GWWW.W. Grainger, Inc.Stock203$16.8 萬<0.1%+11+5.7%加碼歷史
BKRBaker Hughes CoCL A4,912$16.8 萬<0.1%−79−1.6%減碼歷史
TDGTransDigm Group INCCOM166$16.8 萬<0.1%−9−5.1%減碼歷史
LOGILogitech International S.A.SHS1,764$16.8 萬<0.1%+43+2.5%加碼歷史
DOCUDocuSign, Inc.Stock2,809$16.7 萬<0.1%−238−7.8%減碼歷史
APHAmphenol CorpCL A1,679$16.6 萬<0.1%+60+3.7%加碼歷史
IMOImperial Oil LtdCOM NEW2,890$16.5 萬<0.1%+167+6.1%加碼歷史
SPGIS&P Global Inc.Stock372$16.4 萬<0.1%+32+9.4%加碼歷史
RSReliance, Inc.COM586$16.4 萬<0.1%+117+24.9%加碼歷史
ANETArista Networks, Inc.COM694$16.3 萬<0.1%+39+6.0%加碼歷史
VMCVulcan Materials COCOM718$16.3 萬<0.1%+11+1.6%加碼歷史
USBUS Bancorp DECOM NEW3,757$16.3 萬<0.1%+285+8.2%加碼歷史
DLRDigital Realty Trust, Inc.COM1,203$16.2 萬<0.1%+652+118.3%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF4,021$16.2 萬<0.1%−2,011−33.3%減碼–
COINCoinbase Global, Inc.COM CL A928$16.1 萬<0.1%+123+15.3%加碼歷史
LADLithia Motors IncCOM489$16.1 萬<0.1%+109+28.7%加碼歷史
EVREvercore Inc.CLASS A939$16.1 萬<0.1%+88+10.3%加碼歷史
HCAHCA Healthcare, Inc.COM593$16.1 萬<0.1%+2+0.3%加碼歷史
CNQCanadian Natural Resources LtdCOM2,430$15.9 萬<0.1%+256+11.8%加碼歷史
CFGCitizens Financial Group IncCOM4,792$15.9 萬<0.1%+847+21.5%加碼歷史
EMEEMCOR Group, Inc.Stock736$15.9 萬<0.1%+6+0.8%加碼歷史
ZSZscaler, Inc.Stock714$15.8 萬<0.1%00.0%不變歷史
AMTAmerican Tower CorpREIT731$15.8 萬<0.1%+85+13.2%加碼歷史
ABNBAirbnb, Inc.Stock1,148$15.6 萬<0.1%+354+44.6%加碼歷史
iShares Tr46434V282U S EQUITY FACTR3,213$15.5 萬<0.1%+3,213新進–

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