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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
BRBroadridge Financial Solutions, Inc.Stock536$11.0 萬<0.1%+114+27.0%加碼歷史
Vanguard Energy ETF92204A306ETF938$11.0 萬<0.1%−468−33.3%減碼–
UHAL.BU-Haul Holding CoCOM SER N1,559$11.0 萬<0.1%+341+28.0%加碼歷史
KMXCarMax IncCOM1,431$11.0 萬<0.1%−19−1.3%減碼歷史
SHOPShopify Inc.Stock1,407$11.0 萬<0.1%−1,874−57.1%減碼歷史
VanEck Semiconductor ETF92189F676ETF626$11.0 萬<0.1%−249−28.5%減碼–
BTGB2GOLD CorpCOM34,595$10.9 萬<0.1%+28,449+462.9%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS11,583$10.9 萬<0.1%+3,103+36.6%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR1,683$10.9 萬<0.1%−9,063−84.3%減碼歷史
JLLJones Lang Lasalle IncCOM575$10.9 萬<0.1%−75−11.5%減碼歷史
iShares Inc46434G889EMNG MKTS EQT2,521$10.8 萬<0.1%−287−10.2%減碼–
Pacer Trendpilot 100 ETF69374H303ETF1,640$10.7 萬<0.1%+1,640新進–
EBAYeBay IncCOM2,456$10.7 萬<0.1%+96+4.1%加碼歷史
ITGartner IncCOM237$10.7 萬<0.1%+74+45.4%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT4,473$10.7 萬<0.1%+529+13.4%加碼–
MTDMettler Toledo International IncCOM88$10.7 萬<0.1%+38+76.0%加碼歷史
NYTNew York Times CoCL A2,176$10.7 萬<0.1%−28−1.3%減碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 502,820$10.6 萬<0.1%00.0%不變–
EAElectronic Arts Inc.COM776$10.6 萬<0.1%+18+2.4%加碼歷史
MSIMotorola Solutions, Inc.Stock338$10.6 萬<0.1%+16+5.0%加碼歷史
Schwab International Equity ETF808524805ETF2,853$10.5 萬<0.1%+2,435+582.5%加碼–
HPEHewlett Packard Enterprise CoCOM6,180$10.5 萬<0.1%+481+8.4%加碼歷史
PCGPG&E CorpStock5,758$10.4 萬<0.1%−94−1.6%減碼歷史
VICIVici Properties Inc.COM3,253$10.4 萬<0.1%−32−1.0%減碼歷史
CFCF Industries Holdings, Inc.COM1,301$10.3 萬<0.1%+1+0.1%加碼歷史
TMUST-Mobile US, Inc.Stock643$10.3 萬<0.1%+135+26.6%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW21,347$10.3 萬<0.1%+1,820+9.3%加碼歷史
NVTnVent Electric plcSHS1,736$10.3 萬<0.1%+247+16.6%加碼歷史
CNXCConcentrix CorpStock1,042$10.2 萬<0.1%−271−20.6%減碼歷史
DEODiageo PLCSPON ADR NEW702$10.2 萬<0.1%+85+13.8%加碼歷史
TKOTKO Group Holdings, Inc.CL A1,253$10.2 萬<0.1%+69+5.8%加碼歷史
PLDPrologis, Inc.REIT766$10.2 萬<0.1%−1,684−68.7%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF1,034$10.2 萬<0.1%−260−20.1%減碼–
LSTRLandstar System IncCOM523$10.1 萬<0.1%−4−0.8%減碼歷史
RHIRobert Half Inc.COM1,150$10.1 萬<0.1%−33−2.8%減碼歷史
FFord Motor CoStock8,284$10.1 萬<0.1%−1,307−13.6%減碼歷史
RITMRithm Capital Corp.REIT9,425$10.1 萬<0.1%−308−3.2%減碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS980$10.0 萬<0.1%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock5,823$10.0 萬<0.1%+3,485+149.1%加碼歷史
GSKGSK plcADR2,681$9.94 萬<0.1%−1,546−36.6%減碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA4,076$9.92 萬<0.1%00.0%不變–
TRVTravelers Companies, Inc.Stock515$9.81 萬<0.1%+6+1.2%加碼歷史
STWDStarwood Property Trust, Inc.COM4,657$9.79 萬<0.1%−111−2.3%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF2,628$9.79 萬<0.1%00.0%不變–
SANBanco Santander, S.A.ADR23,633$9.78 萬<0.1%+226+1.0%加碼歷史
ELEstee Lauder Companies IncCL A667$9.75 萬<0.1%+96+16.8%加碼歷史
CCICrown Castle Inc.REIT842$9.70 萬<0.1%+342+68.4%加碼歷史
CPRTCopart IncCOM1,970$9.65 萬<0.1%+168+9.3%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF2,229$9.64 萬<0.1%+2,000+873.4%加碼–
GRMNGarmin LtdSHS750$9.64 萬<0.1%+62+9.0%加碼歷史
GDDYGoDaddy Inc.CL A908$9.64 萬<0.1%+20+2.3%加碼歷史
TEAMAtlassian CorpCL A405$9.63 萬<0.1%+291+255.3%加碼歷史
AESAES CorpStock4,989$9.60 萬<0.1%+1,439+40.5%加碼歷史
BHPBHP Group LtdADR1,403$9.58 萬<0.1%+266+23.4%加碼歷史
TRPTC Energy CorpCOM2,451$9.58 萬<0.1%+136+5.9%加碼歷史
SRCSpirit Realty Capital, Inc.COM NEW2,178$9.52 萬<0.1%+1,214+125.9%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF377$9.51 萬<0.1%+214+131.3%加碼–
iShares Tr464288760US AER DEF ETF751$9.51 萬<0.1%−49−6.1%減碼–
SUNSunoco LPCOM UT REP LP1,584$9.49 萬<0.1%00.0%不變歷史
ORANYOrangeSPONSORED ADR8,277$9.46 萬<0.1%+965+13.2%加碼歷史
U.S. Global Jets ETF26922A842ETF4,963$9.44 萬<0.1%−200−3.9%減碼–
AVTAvnet IncCOM1,865$9.40 萬<0.1%+81+4.5%加碼歷史
ELANElanco Animal Health IncCOM6,309$9.40 萬<0.1%−1,191−15.9%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,668$9.39 萬<0.1%+300+12.7%加碼–
FCNCAFirst Citizens Bancshares IncCL A66$9.37 萬<0.1%+1+1.5%加碼歷史
BAXBaxter International IncStock2,400$9.28 萬<0.1%+406+20.4%加碼歷史
MDBMongoDB, Inc.CL A226$9.24 萬<0.1%+25+12.4%加碼歷史
DNPDNP Select Income Fund IncCOM10,885$9.23 萬<0.1%−15−0.1%減碼歷史
SCCOSouthern Copper CorpStock1,069$9.20 萬<0.1%+369+52.7%加碼歷史
OTEXOpen Text CorpCOM2,186$9.19 萬<0.1%+334+18.0%加碼歷史
AXONAxon Enterprise, Inc.COM355$9.17 萬<0.1%+1+0.3%加碼歷史
QSQuantumScape CorpCOM CL A13,183$9.16 萬<0.1%−120−0.9%減碼歷史
iShares Tr464288570ESG MSCI KLD ETF1,002$9.12 萬<0.1%+147+17.2%加碼–
XYZBlock, Inc.CL A1,170$9.05 萬<0.1%−519−30.7%減碼歷史
GVAGranite Construction IncCOM1,773$9.02 萬<0.1%+56+3.3%加碼歷史
MNSTMonster Beverage CorpCOM1,564$9.01 萬<0.1%−95−5.7%減碼歷史
OKEONEOK IncCOM1,282$9.00 萬<0.1%−13−1.0%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM693$8.97 萬<0.1%+38+5.8%加碼歷史
WDCWestern Digital CorpCOM1,700$8.90 萬<0.1%00.0%不變歷史
INGING Groep NVSPONSORED ADR5,927$8.90 萬<0.1%+883+17.5%加碼歷史
HALOHalozyme Therapeutics, Inc.COM2,407$8.90 萬<0.1%−82−3.3%減碼歷史
iShares Core S&P US Value ETF464287663ETF1,052$8.87 萬<0.1%00.0%不變–
ESEversource EnergyStock1,437$8.87 萬<0.1%+865+151.2%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT1,416$8.86 萬<0.1%+366+34.9%加碼歷史
GHCGraham Holdings CoCOM CL B127$8.85 萬<0.1%00.0%不變歷史
LCIILci IndustriesCOM699$8.78 萬<0.1%−25−3.5%減碼歷史
WSTWest Pharmaceutical Services IncCOM249$8.77 萬<0.1%−5−2.0%減碼歷史
AMAntero Midstream CorpStock6,956$8.72 萬<0.1%+10.0%加碼歷史
CHKPCheck Point Software Technologies LtdORD570$8.71 萬<0.1%−3−0.5%減碼歷史
TTWOTake Two Interactive Software IncCOM540$8.69 萬<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1,687$8.67 萬<0.1%+1,687新進–
CNICanadian National Railway CoStock688$8.64 萬<0.1%+319+86.4%加碼歷史
HPQHP IncStock2,872$8.64 萬<0.1%−354−11.0%減碼歷史
iShares Tr464287291GLOBAL TECH ETF1,265$8.62 萬<0.1%00.0%不變–
VRSNVerisign IncCOM412$8.49 萬<0.1%+8+2.0%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW1,667$8.48 萬<0.1%+1,589+2,037.2%加碼歷史
TRMBTrimble Inc.COM1,590$8.46 萬<0.1%+1,388+687.1%加碼歷史
iShares Tr464287341GLOBAL ENERG ETF2,161$8.45 萬<0.1%+2,161新進–
IMOSChipmos Technologies IncSPONSORD ADS NEW3,103$8.44 萬<0.1%−147−4.5%減碼歷史
iShares Tr46436E767ESG MSCI USA ETF2,117$8.43 萬<0.1%00.0%不變–

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