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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
RGRSturm Ruger & Co IncStock495$2.29 萬<0.1%+2+0.4%加碼歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT5,733$2.29 萬<0.1%+5,733新進歷史
MLMMartin Marietta Materials IncCOM39$2.29 萬<0.1%+17+77.3%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.30 萬<0.1%−388−26.8%減碼歷史
RVTYRevvity, Inc.COM225$2.31 萬<0.1%+82+57.3%加碼歷史
UNMUnum GroupStock455$2.31 萬<0.1%+64+16.4%加碼歷史
GHGuardant Health, Inc.COM1,283$2.31 萬<0.1%−39−3.0%減碼歷史
ESNTEssent Group Ltd.COM436$2.31 萬<0.1%+9+2.1%加碼歷史
DOXAmdocs LtdSHS275$2.31 萬<0.1%+162+143.4%加碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA460$2.32 萬<0.1%−208−31.1%減碼–
ARKBArk 21Shares Bitcoin ETFSHS BEN INT392$2.32 萬<0.1%+392新進歷史
FLEXFlex Ltd.Stock809$2.32 萬<0.1%+36+4.7%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD1,334$2.32 萬<0.1%00.0%不變–
EMBJEmbraer S.A.ADR912$2.33 萬<0.1%+412+82.4%加碼歷史
XMTRXometry, Inc.CLASS A COM1,304$2.33 萬<0.1%+924+243.2%加碼歷史
AVBAvalonbay Communities IncCOM123$2.33 萬<0.1%+25+25.5%加碼歷史
RIVNRivian Automotive, Inc.Stock2,624$2.34 萬<0.1%+2,380+975.4%加碼歷史
SKYWSkywest IncCOM321$2.34 萬<0.1%00.0%不變歷史
EATBrinker International, IncStock438$2.35 萬<0.1%00.0%不變歷史
LECOLincoln Electric Holdings IncCOM107$2.35 萬<0.1%+68+174.4%加碼歷史
IPGInterpublic Group of Companies, Inc.COM772$2.35 萬<0.1%+389+101.6%加碼歷史
ADCAgree Realty CorpCOM411$2.35 萬<0.1%+45+12.3%加碼歷史
AXTAAxalta Coating Systems Ltd.COM750$2.36 萬<0.1%−356−32.2%減碼歷史
VALValaris LtdCL A365$2.37 萬<0.1%+235+180.8%加碼歷史
RLIRli CorpCOM169$2.39 萬<0.1%+169新進歷史
MTArcelorMittalNY REGISTRY SH959$2.40 萬<0.1%−169−15.0%減碼歷史
WIXWix.com Ltd.SHS202$2.40 萬<0.1%+9+4.7%加碼歷史
ITRIItron, Inc.COM263$2.42 萬<0.1%+4+1.5%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR175$2.42 萬<0.1%−158−47.4%減碼歷史
UTHRUnited Therapeutics CorpCOM104$2.44 萬<0.1%+10+10.6%加碼歷史
NRGNRG Energy, Inc.Stock336$2.44 萬<0.1%+31+10.2%加碼歷史
OGEOGE Energy Corp.COM705$2.44 萬<0.1%−57−7.5%減碼歷史
CLSCelestica IncStock564$2.44 萬<0.1%+564新進歷史
BSTBlackRock Science & Technology TrustSHS710$2.46 萬<0.1%+710新進歷史
AGOAssured Guaranty LtdCOM322$2.47 萬<0.1%−19−5.6%減碼歷史
XYLXylem Inc.COM189$2.47 萬<0.1%+77+68.8%加碼歷史
UFPTUfp Technologies IncCOM120$2.47 萬<0.1%+113+1,614.3%加碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ532$2.48 萬<0.1%00.0%不變–
TNLTravel & Leisure Co.COM569$2.48 萬<0.1%−162−22.2%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK1,215$2.48 萬<0.1%+207+20.5%加碼歷史
Global X FDS37954Y657US PFD ETF1,290$2.49 萬<0.1%+27+2.1%加碼–
XPOXPO, Inc.COM232$2.49 萬<0.1%−55−19.2%減碼歷史
MOG.AMoog Inc.CL A157$2.50 萬<0.1%+2+1.3%加碼歷史
TELFYTelefonica S ASPONSORED ADR5,682$2.52 萬<0.1%+3,590+171.6%加碼歷史
ORNOrion Group Holdings IncCOM3,550$2.52 萬<0.1%00.0%不變歷史
AGRAvangrid, Inc.COM692$2.53 萬<0.1%+220+46.6%加碼歷史
HWMHowmet Aerospace Inc.Stock379$2.53 萬<0.1%+102+36.8%加碼歷史
OROR Royalties Inc.COM1,645$2.53 萬<0.1%+916+125.7%加碼歷史
WATWaters CorpCOM82$2.53 萬<0.1%+31+60.8%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT4,114$2.54 萬<0.1%+2,905+240.3%加碼歷史
Tidal Trust I886364645SONICSHARES GBL783$2.55 萬<0.1%+783新進–
HRBH&R Block IncCOM541$2.56 萬<0.1%+13+2.5%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL693$2.56 萬<0.1%00.0%不變–
ESEEsco Technologies IncCOM253$2.57 萬<0.1%+31+14.0%加碼歷史
ALKAlaska Air Group, Inc.COM599$2.58 萬<0.1%+44+7.9%加碼歷史
BTUPeabody Energy CorpCOM1,176$2.58 萬<0.1%−64−5.2%減碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.59 萬<0.1%00.0%不變–
JMSBJohn Marshall Bancorp, Inc.COM1,575$2.60 萬<0.1%+1,575新進歷史
AYIAcuity Inc. (DE)Stock105$2.61 萬<0.1%+1+1.0%加碼歷史
FTSFortis Inc.COM666$2.62 萬<0.1%+368+123.5%加碼歷史
YALAYalla Group LtdADS5,576$2.62 萬<0.1%+5,113+1,104.3%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF343$2.62 萬<0.1%+148+75.9%加碼–
AVAAvista CorpCOM729$2.62 萬<0.1%+121+19.9%加碼歷史
CRSCarpenter Technology CorpCOM307$2.63 萬<0.1%+231+303.9%加碼歷史
HRLHormel Foods CorpCOM741$2.63 萬<0.1%+647+688.3%加碼歷史
CPCanadian Pacific Kansas City LtdCOM336$2.64 萬<0.1%+92+37.7%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,870$2.65 萬<0.1%+67+3.7%加碼歷史
SWKStanley Black & Decker, Inc.COM291$2.66 萬<0.1%−49−14.4%減碼歷史
GGenpact LTDSHS866$2.66 萬<0.1%−48−5.3%減碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF380$2.67 萬<0.1%+283+291.8%加碼–
INGRIngredion IncCOM233$2.67 萬<0.1%+118+102.6%加碼歷史
PUKPrudential PLCADR1,523$2.67 萬<0.1%−4,350−74.1%減碼歷史
RDNRadian Group IncCOM896$2.68 萬<0.1%+17+1.9%加碼歷史
INSWInternational Seaways, Inc.COM486$2.69 萬<0.1%+486新進歷史
CCJCameco CorpStock590$2.69 萬<0.1%+145+32.6%加碼歷史
ELMEElme CommunitiesSH BEN INT1,777$2.69 萬<0.1%+1,100+162.5%加碼歷史
JXNJackson Financial Inc.COM CL A395$2.70 萬<0.1%+316+400.0%加碼歷史
DELLDell Technologies Inc.Stock217$2.70 萬<0.1%+4+1.9%加碼歷史
VOYAVoya Financial, Inc.COM397$2.71 萬<0.1%+48+13.8%加碼歷史
NTESNetEase, Inc.SPONSORED ADS290$2.71 萬<0.1%+42+16.9%加碼歷史
STRAStrategic Education, Inc.COM237$2.72 萬<0.1%00.0%不變歷史
CUZCousins Properties IncCOM NEW1,194$2.74 萬<0.1%+216+22.1%加碼歷史
CELHCelsius Holdings, Inc.COM NEW386$2.75 萬<0.1%+374+3,116.7%加碼歷史
SKXSkechers USA IncCL A417$2.75 萬<0.1%+2+0.5%加碼歷史
TSTenaris SASPONSORED ADS841$2.78 萬<0.1%+308+57.8%加碼歷史
TRIThomson Reuters CorpCOM NO PAR184$2.78 萬<0.1%+80+76.9%加碼歷史
EXRExtra Space Storage Inc.COM207$2.78 萬<0.1%+9+4.5%加碼歷史
GPRKGeoPark LtdUSD SHS2,992$2.79 萬<0.1%+2,992新進歷史
TALTAL Education GroupSPONSORED ADS2,331$2.81 萬<0.1%+2,173+1,375.3%加碼歷史
OLNOLIN CorpStock537$2.81 萬<0.1%+525+4,375.0%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH1,383$2.82 萬<0.1%+580+72.2%加碼–
Global X FDS37954Y293GLB X MLP ENRG I584$2.83 萬<0.1%+584新進–
CHWCalamos Global Dynamic Income FundCOM4,451$2.84 萬<0.1%+62+1.4%加碼歷史
SYFSynchrony FinancialCOM646$2.84 萬<0.1%−1,365−67.9%減碼歷史
ICLICL Group Ltd.SHS6,125$2.84 萬<0.1%−8,031−56.7%減碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$2.84 萬<0.1%+300+22.2%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR1,655$2.86 萬<0.1%+510+44.5%加碼歷史
FORForestar Group Inc.COM924$2.86 萬<0.1%+495+115.4%加碼歷史
CADECadence BancorporationEQUITY US CM1,041$2.88 萬<0.1%+90+9.5%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,546$2.88 萬<0.1%+697+37.7%加碼歷史

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