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Livermore
Livermore
中文EN

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
HOUSAnywhere Real Estate Inc.COM5,944$2.89 萬<0.1%00.0%不變歷史
TMHCTaylor Morrison Home CorpCOM518$2.90 萬<0.1%+4+0.8%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$2.90 萬<0.1%00.0%不變–
AIRCApartment Income REIT Corp.COM757$2.91 萬<0.1%−92−10.8%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR2,223$2.91 萬<0.1%+656+41.9%加碼歷史
MLRMiller Industries IncCOM NEW597$2.91 萬<0.1%00.0%不變歷史
CSGPCostar Group, Inc.COM319$2.92 萬<0.1%+49+18.1%加碼歷史
Vanguard Financials ETF92204A405ETF301$2.94 萬<0.1%−169−36.0%減碼–
PSOPearson PLCSPONSORED ADR2,421$2.95 萬<0.1%+1,138+88.7%加碼歷史
SOLVSolventum CorpStock459$2.98 萬<0.1%+459新進歷史
WDSWoodside Energy Group LtdADR1,676$2.98 萬<0.1%+192+12.9%加碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$2.99 萬<0.1%00.0%不變–
SQMChemical & Mining Co of Chile IncSPON ADR SER B656$3.00 萬<0.1%−174−21.0%減碼歷史
QRVOQorvo, Inc.Stock257$3.00 萬<0.1%+115+81.0%加碼歷史
CBOECboe Global Markets, Inc.COM166$3.01 萬<0.1%+28+20.3%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.01 萬<0.1%00.0%不變–
MFGMizuho Financial Group IncSPONSORED ADR7,826$3.03 萬<0.1%00.0%不變歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,787$3.03 萬<0.1%+1,468+460.2%加碼歷史
BXPBXP, Inc.COM492$3.04 萬<0.1%+6+1.2%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF2,700$3.06 萬<0.1%−442−14.1%減碼–
ACAArcosa, Inc.COM404$3.07 萬<0.1%+3+0.7%加碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR6,616$3.08 萬<0.1%−4,340−39.6%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW1,275$3.08 萬<0.1%+48+3.9%加碼歷史
CWCurtiss Wright CorpStock122$3.09 萬<0.1%+116+1,933.3%加碼歷史
TPHTri Pointe Homes, Inc.COM842$3.10 萬<0.1%+6+0.7%加碼歷史
PSAPublic StorageCOM120$3.12 萬<0.1%+35+41.2%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF414$3.13 萬<0.1%+170+69.7%加碼–
ETSYEtsy IncCOM457$3.14 萬<0.1%+10+2.2%加碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM2,200$3.15 萬<0.1%00.0%不變歷史
OKTAOkta, Inc.CL A341$3.17 萬<0.1%+142+71.4%加碼歷史
FOXAFox CorpCL A COM1,023$3.17 萬<0.1%+5+0.5%加碼歷史
CSLCarlisle Companies IncCOM82$3.18 萬<0.1%+24+41.4%加碼歷史
CLFCleveland-Cliffs Inc.COM1,885$3.19 萬<0.1%+1,343+247.8%加碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD346$3.19 萬<0.1%+111+47.2%加碼–
VTRSViatris IncStock2,754$3.19 萬<0.1%+235+9.3%加碼歷史
PPLPPL CorpCOM1,161$3.19 萬<0.1%−346−23.0%減碼歷史
SPXCSPX Technologies, Inc.COM263$3.20 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072323AVAN US SMAL ETF658$3.21 萬<0.1%−11,608−94.6%減碼–
UFPIUfp Industries IncCOM285$3.21 萬<0.1%+12+4.4%加碼歷史
NOVNOV Inc.COM1,738$3.21 萬<0.1%−113−6.1%減碼歷史
EVRGEvergy, Inc.Stock614$3.22 萬<0.1%−384−38.5%減碼歷史
TKRTimken CoCOM361$3.22 萬<0.1%+343+1,905.6%加碼歷史
ENTGEntegris IncCOM244$3.24 萬<0.1%−95−28.0%減碼歷史
CBTCabot CorpCOM356$3.24 萬<0.1%+23+6.9%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF558$3.26 萬<0.1%−56−9.1%減碼–
MUSAMurphy USA Inc.COM79$3.27 萬<0.1%+70+777.8%加碼歷史
Liberty Media Corp531229789Stock1,361$3.27 萬<0.1%+22+1.6%加碼–
SANMSanmina CorpCOM540$3.28 萬<0.1%+9+1.7%加碼歷史
BLMNBloomin' Brands, Inc.COM1,272$3.28 萬<0.1%00.0%不變歷史
YETIYETI Holdings, Inc.COM922$3.29 萬<0.1%+38+4.3%加碼歷史
TXRHTexas Roadhouse, Inc.COM205$3.30 萬<0.1%+58+39.5%加碼歷史
LNGCheniere Energy, Inc.COM NEW209$3.30 萬<0.1%−74−26.1%減碼歷史
PHIPLDT Inc.SPONSORED ADR1,396$3.32 萬<0.1%+819+141.9%加碼歷史
WYNNWynn Resorts LtdCOM362$3.32 萬<0.1%−98−21.3%減碼歷史
SLGSL Green Realty CorpCOM666$3.32 萬<0.1%−78−10.5%減碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,187$3.32 萬<0.1%+4+0.3%加碼–
BRDGBridge Investment Group Holdings Inc.COM CL A5,062$3.33 萬<0.1%−76,653−93.8%減碼歷史
MODModine Manufacturing CoCOM360$3.33 萬<0.1%−18−4.8%減碼歷史
VFCV F CorpStock2,681$3.34 萬<0.1%+895+50.1%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM466$3.34 萬<0.1%+208+80.6%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS466$3.36 萬<0.1%00.0%不變歷史
AEEAmeren CorpCOM455$3.36 萬<0.1%+316+227.3%加碼歷史
BGBunge Global SACOM SHS331$3.37 萬<0.1%−186−36.0%減碼歷史
JOEST JOE CoCOM589$3.37 萬<0.1%+427+263.6%加碼歷史
SUZSuzano S.A.SPON ADS3,000$3.37 萬<0.1%−55−1.8%減碼歷史
MTGMgic Investment CorpCOM1,672$3.39 萬<0.1%+32+2.0%加碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,503$3.41 萬<0.1%+24+1.6%加碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF1,042$3.41 萬<0.1%+1,042新進–
HRIHerc Holdings IncCOM240$3.43 萬<0.1%+208+650.0%加碼歷史
MGMMGM Resorts InternationalStock871$3.44 萬<0.1%+329+60.7%加碼歷史
CIGIColliers International Group Inc.SUB VTG SHS331$3.44 萬<0.1%+43+14.9%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,019$3.45 萬<0.1%+19+1.9%加碼–
IPInternational Paper CoCOM990$3.46 萬<0.1%−47−4.5%減碼歷史
INCYIncyte CorpCOM666$3.47 萬<0.1%+31+4.9%加碼歷史
BKHBlack Hills CorpCOM634$3.48 萬<0.1%−828−56.6%減碼歷史
iShares Tr464287549EXPND TEC SC ETF428$3.50 萬<0.1%−334−43.8%減碼依 6 比 1 拆股換算–
Valkyrie ETF Trust II91917A207BITCOIN MINERS2,500$3.51 萬<0.1%+2,500新進–
ERICEricsson LM Telephone CoADR B SEK 106,990$3.51 萬<0.1%−75−1.1%減碼歷史
SNASnap-on IncCOM131$3.51 萬<0.1%−3−2.2%減碼歷史
Fidelity High Dividend ETF316092840ETF800$3.53 萬<0.1%+800新進–
State Street Utilities Select Sector SPDR ETF81369Y886ETF530$3.54 萬<0.1%+330+165.0%加碼–
MMYTMakeMyTrip LtdStock535$3.54 萬<0.1%+332+163.5%加碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS301$3.54 萬<0.1%+301新進歷史
Nushares ETF Tr67092P870NUVEEN ESG US1,666$3.55 萬<0.1%00.0%不變–
CECelanese CorpStock232$3.56 萬<0.1%+9+4.0%加碼歷史
CARAvis Budget Group, Inc.COM374$3.57 萬<0.1%+10+2.7%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.58 萬<0.1%00.0%不變歷史
SLMSLM CorpCOM1,690$3.58 萬<0.1%+9+0.5%加碼歷史
EQNREquinor ASASPONSORED ADR1,347$3.58 萬<0.1%+257+23.6%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.58 萬<0.1%00.0%不變歷史
NETCloudflare, Inc.CL A COM412$3.60 萬<0.1%+130+46.1%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM2,042$3.62 萬<0.1%+32+1.6%加碼歷史
TROWPrice T Rowe Group IncStock331$3.63 萬<0.1%+160+93.6%加碼歷史
AAPAdvance Auto Parts IncCOM497$3.63 萬<0.1%−300−37.6%減碼歷史
REAXReal REMAX Group Inc.COM NEW9,400$3.63 萬<0.1%00.0%不變歷史
CIENCiena CorpCOM NEW785$3.63 萬<0.1%−77−8.9%減碼歷史
ARGXArgenx SESPONSORED ADR97$3.64 萬<0.1%+15+18.3%加碼歷史
LNWOLight & Wonder, Inc.COM409$3.65 萬<0.1%−55−11.9%減碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP369$3.65 萬<0.1%+47+14.6%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC916$3.66 萬<0.1%00.0%不變–

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