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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2024 年第 1 季持倉

持倉截至 2024/3/31，2024/6/11 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
2,900
較 2023 年第 4 季 +263
總值
$12.7 億
較 2023 年第 4 季 +$1.80 億 (+16.5%)
申報日
2024/6/11
修正SEC
EverSource Wealth Advisors, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HLLYHolley Inc.COM2,940$1.18 萬<0.1%00.0%不變歷史
TIGOMillicom International Cellular SACOM STK581$1.19 萬<0.1%+517+807.8%加碼歷史
KSSKOHLS CorpStock497$1.19 萬<0.1%+238+91.9%加碼歷史
URBNUrban Outfitters IncCOM309$1.20 萬<0.1%00.0%不變歷史
NEONeogenomics IncCOM NEW867$1.21 萬<0.1%+15+1.8%加碼歷史
THGHanover Insurance Group, Inc.COM93$1.21 萬<0.1%−8−7.9%減碼歷史
THSTreeHouse Foods, Inc.COM323$1.21 萬<0.1%−46−12.5%減碼歷史
KRGKite Realty Group TrustCOM NEW558$1.22 萬<0.1%+34+6.5%加碼歷史
ENVEnvestnet, Inc.COM196$1.22 萬<0.1%+171+684.0%加碼歷史
ENPHEnphase Energy, Inc.Stock112$1.22 萬<0.1%+27+31.8%加碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT531$1.22 萬<0.1%00.0%不變歷史
NWLNewell Brands Inc.Stock1,539$1.22 萬<0.1%−457−22.9%減碼歷史
FMSFresenius Medical Care AGSPONSORED ADR581$1.22 萬<0.1%+224+62.7%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF389$1.22 萬<0.1%+258+196.9%加碼–
ACHCAcadia Healthcare Company, Inc.COM166$1.23 萬<0.1%00.0%不變歷史
OCOwens CorningStock73$1.23 萬<0.1%+16+28.1%加碼歷史
INDBIndependent Bank CorpCOM247$1.24 萬<0.1%+105+73.9%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM500$1.25 萬<0.1%+36+7.8%加碼歷史
LTCLTC Properties IncREIT380$1.26 萬<0.1%−255−40.2%減碼歷史
ALITAlight, Inc. / DelawareCOM CL A1,395$1.26 萬<0.1%+870+165.7%加碼歷史
iShares Tr464288513IBOXX HI YD ETF165$1.26 萬<0.1%−126−43.3%減碼–
Atlantica Sustainable Infr PG0751N103SHS647$1.27 萬<0.1%−240−27.1%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF143$1.27 萬<0.1%−55−27.8%減碼–
Ssga Active Tr78470P309ST STR MARKE ETF306$1.27 萬<0.1%+4+1.3%加碼–
XPROExpro Group Holdings N.V.COM681$1.28 萬<0.1%00.0%不變歷史
Virtus ETF Tr II92790A884NEWF SHOR BD ETF500$1.28 萬<0.1%+500新進–
WPMWheaton Precious Metals Corp.COM246$1.28 萬<0.1%−31−11.2%減碼歷史
RCReady Capital CorpCOM1,510$1.29 萬<0.1%−17−1.1%減碼歷史
CPACopa Holdings, S.A.CL A135$1.29 萬<0.1%+42+45.2%加碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF383$1.29 萬<0.1%+383新進–
GLGlobe Life Inc.COM170$1.29 萬<0.1%+37+27.8%加碼歷史
AZTAAzenta, Inc.COM247$1.30 萬<0.1%+149+152.0%加碼歷史
SOHUSohu.com LtdSPONSORED ADS1,129$1.30 萬<0.1%+865+327.7%加碼歷史
PEverpure, Inc.CL A259$1.31 萬<0.1%+4+1.6%加碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR177$1.31 萬<0.1%+144+436.4%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX273$1.31 萬<0.1%−646−70.3%減碼–
APAMArtisan Partners Asset Management Inc.CL A320$1.31 萬<0.1%+304+1,900.0%加碼歷史
PNNTPennantpark Investment CorpCOM1,842$1.31 萬<0.1%00.0%不變歷史
JRSNuveen Real Estate Income FundCOM1,800$1.31 萬<0.1%00.0%不變歷史
TIMBTim S.A.SPONSORED ADR771$1.31 萬<0.1%−101−11.6%減碼歷史
CRGYCrescent Energy CoCL A COM1,235$1.31 萬<0.1%−100−7.5%減碼歷史
UBSIUnited Bankshares IncCOM407$1.32 萬<0.1%+102+33.4%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW804$1.32 萬<0.1%+710+755.3%加碼歷史
EEFTEuronet Worldwide, Inc.COM129$1.32 萬<0.1%+62+92.5%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock1,805$1.33 萬<0.1%−1,696−48.4%減碼歷史
BCBrunswick CorpCOM165$1.33 萬<0.1%+9+5.8%加碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF497$1.33 萬<0.1%+469+1,675.0%加碼–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL434$1.34 萬<0.1%+434新進–
CNXCConcentrix CorpStock245$1.34 萬<0.1%−797−76.5%減碼歷史
ATOAtmos Energy CorpCOM114$1.35 萬<0.1%+23+25.3%加碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP649$1.35 萬<0.1%00.0%不變–
Flagstar Bank, National Association649445103COM5,090$1.35 萬<0.1%+2,891+131.5%加碼–
iShares Tr464287770U.S. FIN SVC ETF213$1.35 萬<0.1%+213新進–
Hollysys Automation Tchngy LG45667105SHS581$1.35 萬<0.1%+460+380.2%加碼–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD5,657$1.36 萬<0.1%+2,765+95.6%加碼歷史
MEOHMethanex CorpCOM284$1.36 萬<0.1%+216+317.6%加碼歷史
CNKCinemark Holdings, Inc.COM800$1.37 萬<0.1%00.0%不變歷史
TXNMTXNM Energy IncCOM370$1.37 萬<0.1%+242+189.1%加碼歷史
LXFRLuxfer Holdings PLCSHS1,426$1.37 萬<0.1%+1,041+270.4%加碼歷史
DLXDeluxe CorpCOM698$1.38 萬<0.1%00.0%不變歷史
HCCWarrior Met Coal, Inc.COM202$1.38 萬<0.1%+17+9.2%加碼歷史
GLNGGolar LNG LtdSHS564$1.38 萬<0.1%+30+5.6%加碼歷史
JBGSJBG Smith PropertiesCOM925$1.39 萬<0.1%00.0%不變歷史
iShares Tr46432F859CORE 1 5 YR USD296$1.39 萬<0.1%+296新進–
AATAmerican Assets Trust, Inc.COM652$1.39 萬<0.1%+24+3.8%加碼歷史
WSFSWSFS Financial CorpCOM327$1.40 萬<0.1%00.0%不變歷史
BKUBankUnited, Inc.COM523$1.40 萬<0.1%00.0%不變歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.41 萬<0.1%00.0%不變歷史
LBRTLiberty Energy Inc.COM CL A641$1.41 萬<0.1%00.0%不變歷史
RESRPC IncCOM2,112$1.41 萬<0.1%00.0%不變歷史
CPBCAMPBELL'S CoCOM310$1.42 萬<0.1%+81+35.4%加碼歷史
BECNQxo Building Products, Inc.COM144$1.42 萬<0.1%00.0%不變歷史
HIWHighwoods Properties, Inc.COM542$1.42 萬<0.1%+62+12.9%加碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX64$1.43 萬<0.1%−56−46.7%減碼–
POWIPower Integrations IncCOM214$1.43 萬<0.1%+24+12.6%加碼歷史
ECHOEchoStar CORPCL A898$1.44 萬<0.1%+898新進歷史
MEDPMedpace Holdings, Inc.COM37$1.44 萬<0.1%+11+42.3%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR2,852$1.44 萬<0.1%+1,044+57.7%加碼歷史
MAAMid America Apartment Communities Inc.COM111$1.44 萬<0.1%+8+7.8%加碼歷史
ROCKGibraltar Industries, Inc.COM202$1.44 萬<0.1%00.0%不變歷史
SEMSelect Medical Holdings CorpCOM509$1.44 萬<0.1%−58−10.2%減碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.45 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM81$1.45 萬<0.1%+27+50.0%加碼歷史
LXPLXP Industrial TrustCOM1,740$1.45 萬<0.1%+482+38.3%加碼歷史
ZIONZions Bancorporation, National AssociationCOM356$1.45 萬<0.1%−18−4.8%減碼歷史
FUTUFutu Holdings LtdSPON ADS CL A226$1.45 萬<0.1%+98+76.6%加碼歷史
RYNRayonier IncCOM491$1.46 萬<0.1%−89−15.3%減碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,409$1.46 萬<0.1%+110+4.8%加碼歷史
LAMRLamar Advertising CoREIT126$1.46 萬<0.1%−59−31.9%減碼歷史
MSMMSC Industrial Direct Co IncCL A160$1.46 萬<0.1%+67+72.0%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF576$1.47 萬<0.1%+10+1.8%加碼–
MVSTMicrovast Holdings, Inc.COM37,592$1.47 萬<0.1%+9,500+33.8%加碼歷史
DNBDun & Bradstreet Holdings, Inc.COM1,619$1.47 萬<0.1%+11+0.7%加碼歷史
EXPEExpedia Group, Inc.Stock110$1.48 萬<0.1%−10−8.3%減碼歷史
AFGAmerican Financial Group IncCOM116$1.48 萬<0.1%+54+87.1%加碼歷史
CSTMConstellium SECL A SHS753$1.48 萬<0.1%+251+50.0%加碼歷史
PLXSPlexus CorpCOM147$1.48 萬<0.1%+4+2.8%加碼歷史
NVRNVR IncCOM2$1.49 萬<0.1%−3−60.0%減碼歷史
BAPCredicorp LtdCOM90$1.49 萬<0.1%+17+23.3%加碼歷史
WisdomTree Tr97717W281EMG MKTS SMCAP293$1.49 萬<0.1%+293新進–

2023 年第 4 季之後清倉（147 檔）

2023 年第 4 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 147 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
iShares Inc46434G822MSCI JAPAN ETF5,228$33.5 萬<0.1%–
iShares Inc464286764MSCI SPAIN ETF3,972$12.2 萬<0.1%–
SRCSpirit Realty Capital, Inc.COM NEW2,178$9.52 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF737$8.12 萬<0.1%–
MDCSekisui House U.S., Inc.COM824$4.55 萬<0.1%歷史
Vanguard World FD921910709EXTENDED DUR381$3.09 萬<0.1%–
KRTXKaruna Therapeutics, Inc.COM88$2.79 萬<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS500$2.26 萬<0.1%–
CBAYCymaBay Therapeutics, Inc.COM786$1.86 萬<0.1%歷史
Natura &CO Hldg S A63884N108ADS2,468$1.69 萬<0.1%–
RPT Realty74971D101SH BEN INT1,273$1.63 萬<0.1%–
Unified Ser Tr90470L527ONEASCENT LARGE583$1.45 萬<0.1%–
DISHDISH Network CORPCL A2,494$1.44 萬<0.1%歷史
ICFIICF International, Inc.Stock100$1.34 萬<0.1%歷史
Healthpeak Properties, Inc.71943U104COM1,003$1.33 萬<0.1%–
LTHMLivent Corp.COM670$1.20 萬<0.1%歷史
WNS Hldgs Ltd92932M101SPON ADR182$1.15 萬<0.1%–
SKWDSkyward Specialty Insurance Group, Inc.COM320$1.08 萬<0.1%歷史
KREFKKR Real Estate Finance Trust Inc.COM771$1.02 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF93$9,488<0.1%–
PLURPluri Inc.COM16,000$9,272<0.1%歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF329$8,929<0.1%–
IMGNImmunoGen, Inc.COM300$8,895<0.1%歷史
SEI Exchange Traded Funds81589A403QIM US LARGE VOL337$8,717<0.1%–
DRSLeonardo DRS, Inc.Stock430$8,617<0.1%歷史
DCHDauch CorpCOM978$8,616<0.1%歷史
PCRXPacira BioSciences, Inc.COM247$8,334<0.1%歷史
iShares Tr464288687PFD AND INCM SEC254$7,937<0.1%–
STAGSTAG Industrial, Inc.COM190$7,459<0.1%歷史
SNSharkNinja, Inc.COM SHS140$7,164<0.1%歷史
iShares Tr464288612INTRM GOV CR ETF65$6,821<0.1%–
VSHVishay Intertechnology IncCOM277$6,644<0.1%歷史
CLSCelestica IncSUB VTG SHS226$6,617<0.1%歷史
ROADConstruction Partners, Inc.COM CL A150$6,528<0.1%歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM2,007$6,342<0.1%歷史
JAMFJamf Holding Corp.COM328$5,924<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS295$5,865<0.1%歷史
SFLSFL Corp Ltd.SHS505$5,696<0.1%歷史
CRDOCredo Technology Group Holding LtdStock250$4,868<0.1%歷史
SPLKSplunk IncCOM31$4,723<0.1%歷史
PACBPacific Biosciences of California, Inc.COM465$4,562<0.1%歷史
RLGTRadiant Logistics, IncCOM648$4,303<0.1%歷史
PRVAPrivia Health Group, Inc.COM181$4,168<0.1%歷史
Niocorp Developments Ltd654484104COM1,273$4,061<0.1%–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT198$3,782<0.1%–
AMPHAmphastar Pharmaceuticals, Inc.COM60$3,711<0.1%歷史
ARAntero Resources CorpCOM152$3,448<0.1%歷史
Bloom Energy Corp093712AH0NOTE 2.500% 8/13,000$3,422<0.1%–
ADAMAdamas Trust, Inc.COM386$3,293<0.1%歷史
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF31$3,221<0.1%–
iShares Tr464288166AGENCY BOND ETF30$3,205<0.1%–
QGENQiagen N.V.SHS NEW65$2,823<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM306$2,712<0.1%歷史
MicroStrategy Inc594972AE1NOTE 2/13,000$2,595<0.1%–
Textainer Group Holdings LtdG8766E109SHS52$2,558<0.1%–
MRTXMirati Therapeutics, Inc.COM42$2,468<0.1%歷史
iShares Tr46435G250HIGH YLD SYSTM B53$2,449<0.1%–
RCKTRocket Pharmaceuticals, Inc.COM80$2,398<0.1%歷史
CMBMFCambium Networks CorpSHS388$2,328<0.1%歷史
FLYYSpirit Aviation Holdings, Inc.COM140$2,295<0.1%歷史
CNSCohen & Steers, Inc.COM30$2,272<0.1%歷史
XNCRXencor IncCOM103$2,187<0.1%歷史
RCUSArcus Biosciences, Inc.COM108$2,063<0.1%歷史
ECPGEncore Capital Group IncCOM40$2,030<0.1%歷史
REPLReplimune Group, Inc.COM240$2,023<0.1%歷史
CATCCambridge BancorpCOM29$2,013<0.1%歷史
PRLBProto Labs IncCOM50$1,948<0.1%歷史
TUPTupperware Brands CorpCOM852$1,704<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF35$1,632<0.1%–
iShares Tr46435G334MSCI UK ETF NEW49$1,619<0.1%–
JOUTJohnson Outdoors IncCL A30$1,603<0.1%歷史
ZHZhihu Inc.ADS1,710$1,601<0.1%歷史
UNFIUnited Natural Foods IncCOM98$1,591<0.1%歷史
iShares Tr464288521CRE U S REIT ETF29$1,574<0.1%–
ALHCAlignment Healthcare, Inc.COM180$1,550<0.1%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF36$1,533<0.1%–
MDRXVeradigm Inc.COM146$1,532<0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF24$1,487<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT199$1,457<0.1%歷史
First Tr Energy Income & Gro33738G104COM100$1,448<0.1%–
KIDSOrthopediatrics CorpCOM44$1,430<0.1%歷史
VREXVarex Imaging CorpCOM69$1,415<0.1%歷史
QTWOQ2 Holdings, Inc.COM32$1,389<0.1%歷史
STKSONE Group Hospitality, Inc.COM227$1,389<0.1%歷史
IMKTAIngles Markets IncCL A16$1,382<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR47$1,317<0.1%–
ERASErasca, Inc.COM610$1,299<0.1%歷史
WINAWinmark CorpCOM3$1,253<0.1%歷史
Schwab Fundamental International Small Equity ETF808524748ETF35$1,220<0.1%–
YOUClear Secure, Inc.COM CL A59$1,218<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES26$1,160<0.1%–
GORVLazydays Holdings, Inc.COM164$1,156<0.1%歷史
MBUUMalibu Boats, Inc.COM CL A20$1,096<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM90$1,083<0.1%歷史
THRXTheseus Pharmaceuticals, Inc.COM267$1,081<0.1%歷史
PLRXPliant Therapeutics, Inc.COM59$1,068<0.1%歷史
TCSContainer Store Group, Inc.COM466$1,062<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK218$1,003<0.1%歷史
CPECallon Petroleum CoCOM30$972<0.1%歷史
VTYXVentyx Biosciences, Inc.COM382$944<0.1%歷史