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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
PHGKoninklijke Philips NVNY REGIS SHS NEW6,637$15.5 萬<0.1%−416−5.9%減碼歷史
SPDR Series Trust78464A672ST INTER ETF5,412$15.5 萬<0.1%+4,987+1,173.4%加碼–
PKXPosco Holdings Inc.SPONSORED ADR1,625$15.5 萬<0.1%−3−0.2%減碼歷史
SLBSLB LimitedStock2,942$15.3 萬<0.1%+146+5.2%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,174$15.3 萬<0.1%+72+6.5%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A4,310$15.2 萬<0.1%+3,926+1,022.4%加碼歷史
NUENucor CorpCOM865$15.1 萬<0.1%+54+6.7%加碼歷史
SPOTSpotify Technology S.A.Stock801$15.1 萬<0.1%+28+3.6%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,922$15.0 萬<0.1%−859−30.9%減碼–
MFCManulife Financial CorpCOM6,723$14.9 萬<0.1%+5,637+519.1%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS3,680$14.8 萬<0.1%+1,720+87.8%加碼歷史
DOWDow Inc.Stock2,695$14.8 萬<0.1%+221+8.9%加碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI6,100$14.7 萬<0.1%+6,100新進–
TTDTrade Desk, Inc.Stock2,014$14.5 萬<0.1%+124+6.6%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,907$14.4 萬<0.1%−511−9.4%減碼歷史
SONYSony Group CorpSPONSORED ADR1,516$14.4 萬<0.1%+408+36.8%加碼歷史
TELTE Connectivity plcREG SHS1,020$14.3 萬<0.1%+141+16.0%加碼歷史
RIORio Tinto PLCADR1,922$14.3 萬<0.1%+150+8.5%加碼歷史
iShares Tr464288281JPMORGAN USD EMG1,604$14.3 萬<0.1%+607+60.9%加碼–
COOPMaverick Merger Sub 2, LLCCOM2,184$14.2 萬<0.1%00.0%不變歷史
AFRMAffirm Holdings, Inc.COM CL A2,887$14.2 萬<0.1%−600−17.2%減碼歷史
CLColgate Palmolive CoStock1,773$14.1 萬<0.1%−6,084−77.4%減碼歷史
ADSKAutodesk, Inc.COM579$14.1 萬<0.1%+189+48.5%加碼歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF2,690$14.1 萬<0.1%+248+10.2%加碼–
VIVTelefonica Brasil S.A.SPONSORED ADS12,835$14.0 萬<0.1%−169−1.3%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,227$14.0 萬<0.1%00.0%不變–
DDominion Energy, IncStock2,970$14.0 萬<0.1%+975+48.9%加碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF3,013$13.9 萬<0.1%+3,013新進–
SAPSAP SEADR897$13.9 萬<0.1%+152+20.4%加碼歷史
GGGGraco IncCOM1,593$13.8 萬<0.1%+15+1.0%加碼歷史
AMEAmetek IncCOM838$13.8 萬<0.1%−27−3.1%減碼歷史
SSBSouthState Bank CorpCOM1,636$13.8 萬<0.1%00.0%不變歷史
BLDRBuilders FirstSource, Inc.Stock827$13.8 萬<0.1%+20+2.5%加碼歷史
KHCKraft Heinz CoStock3,726$13.8 萬<0.1%−85−2.2%減碼歷史
HDBHDFC Bank LtdSPONSORED ADS2,050$13.8 萬<0.1%+2,007+4,667.4%加碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,231$13.7 萬<0.1%−40.0%減碼歷史
BCEBce IncCOM NEW3,474$13.7 萬<0.1%−1,615−31.7%減碼歷史
NLOPNet Lease Office PropertiesCOM7,399$13.7 萬<0.1%+7,399新進歷史
AQNAlgonquin Power & Utilities Corp.COM21,628$13.7 萬<0.1%+1,972+10.0%加碼歷史
iShares Tr46435U713US INFRASTRUC3,392$13.7 萬<0.1%+1,384+68.9%加碼–
HLIHoulihan Lokey, Inc.CL A1,139$13.7 萬<0.1%+123+12.1%加碼歷史
PNCPNC Financial Services Group, Inc.Stock881$13.6 萬<0.1%−88−9.1%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF584$13.6 萬<0.1%+197+50.9%加碼–
WTWWillis Towers Watson PLCSHS557$13.4 萬<0.1%+34+6.5%加碼歷史
SYYSysco CorpStock1,824$13.3 萬<0.1%+142+8.4%加碼歷史
DXCMDexcom IncCOM1,071$13.3 萬<0.1%+98+10.1%加碼歷史
WELLWelltower Inc.REIT1,471$13.3 萬<0.1%+92+6.7%加碼歷史
DFSDiscover Financial ServicesCOM1,179$13.2 萬<0.1%+82+7.5%加碼歷史
PUKPrudential PLCADR5,873$13.2 萬<0.1%+701+13.6%加碼歷史
BMYBristol Myers Squibb CoStock2,561$13.1 萬<0.1%−2,054−44.5%減碼歷史
MCHPMicrochip Technology IncStock1,458$13.1 萬<0.1%−233−13.8%減碼歷史
ARWArrow Electronics, Inc.COM1,069$13.1 萬<0.1%−36−3.3%減碼歷史
STXSeagate Technology Holdings plcORD SHS1,528$13.0 萬<0.1%+12+0.8%加碼歷史
iShares Tr464288851US OIL GS EX ETF1,393$13.0 萬<0.1%−1,611−53.6%減碼–
APTVAptiv PLCSHS1,444$13.0 萬<0.1%+146+11.2%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$12.9 萬<0.1%00.0%不變–
MMacy's, Inc.COM6,392$12.9 萬<0.1%−830−11.5%減碼歷史
ITTItt Inc.COM1,076$12.8 萬<0.1%−102−8.7%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,232$12.8 萬<0.1%00.0%不變–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF3,040$12.8 萬<0.1%+2,822+1,294.5%加碼–
BIIBBiogen Inc.COM495$12.8 萬<0.1%−25−4.8%減碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,362$12.8 萬<0.1%+108+8.6%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$12.8 萬<0.1%00.0%不變–
MCOMoodys CorpStock326$12.7 萬<0.1%+31+10.5%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,268$12.7 萬<0.1%−2,700−54.3%減碼–
STLDSteel Dynamics IncCOM1,068$12.6 萬<0.1%+88+9.0%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A5,925$12.6 萬<0.1%+113+1.9%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF1,206$12.6 萬<0.1%+110+10.0%加碼–
FASTFastenal CoStock1,928$12.5 萬<0.1%−339−15.0%減碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL1,673$12.5 萬<0.1%−2,718−61.9%減碼–
BCCBoise Cascade CoCOM964$12.5 萬<0.1%−79−7.6%減碼歷史
iShares Tr46429B507MSCI IRELAND ETF2,028$12.4 萬<0.1%−99−4.7%減碼–
MZTIMarzetti CoCOM745$12.4 萬<0.1%+13+1.8%加碼歷史
ROSTRoss Stores, Inc.COM888$12.3 萬<0.1%+73+9.0%加碼歷史
BSXBoston Scientific CorpStock2,121$12.3 萬<0.1%+185+9.6%加碼歷史
iShares Inc464286764MSCI SPAIN ETF3,972$12.2 萬<0.1%−436−9.9%減碼–
SOFISoFi Technologies, Inc.Stock12,167$12.1 萬<0.1%−25−0.2%減碼歷史
EMREmerson Electric CoStock1,225$11.9 萬<0.1%+253+26.0%加碼歷史
Vanguard Industrials ETF92204A603ETF540$11.9 萬<0.1%−313−36.7%減碼–
WSMWilliams Sonoma IncCOM588$11.9 萬<0.1%+41+7.5%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW14,021$11.9 萬<0.1%+4,870+53.2%加碼歷史
ORIOld Republic International CorpCOM4,004$11.8 萬<0.1%+27+0.7%加碼歷史
HLNHaleon plcADR14,242$11.7 萬<0.1%+417+3.0%加碼歷史
VNTVontier CorpStock3,392$11.7 萬<0.1%+21+0.6%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -1,228$11.7 萬<0.1%+125+11.3%加碼歷史
TMToyota Motor CorpADS634$11.6 萬<0.1%+194+44.1%加碼歷史
CGCarlyle Group Inc.COM2,857$11.6 萬<0.1%+1,914+203.0%加碼歷史
WPCW. P. Carey Inc.COM1,792$11.6 萬<0.1%+817+83.8%加碼歷史
AERAerCap Holdings N.V.SHS1,560$11.6 萬<0.1%+33+2.2%加碼歷史
DSGXDescartes Systems Group IncCOM1,373$11.5 萬<0.1%+22+1.6%加碼歷史
EWEdwards Lifesciences CorpStock1,498$11.4 萬<0.1%−416−21.7%減碼歷史
SPSCSPS Commerce IncCOM589$11.4 萬<0.1%+56+10.5%加碼歷史
Vanguard Materials ETF92204A801ETF599$11.4 萬<0.1%−383−39.0%減碼–
DALDelta Air Lines, Inc.COM NEW2,803$11.3 萬<0.1%+233+9.1%加碼歷史
BF.ABrown Forman CorpCL A1,890$11.3 萬<0.1%−15−0.8%減碼歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS4,820$11.1 萬<0.1%+4,820新進–
FLOFlowers Foods IncCOM4,940$11.1 萬<0.1%+4,272+639.5%加碼歷史
MTBM&T Bank CorpCOM811$11.1 萬<0.1%+22+2.8%加碼歷史
VALEVale S.A.SPONSORED ADS6,992$11.1 萬<0.1%−18−0.3%減碼歷史
FDSFactset Research Systems IncStock231$11.0 萬<0.1%−31−11.8%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