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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
CYRXCryoport, Inc.COM PAR $0.00112$194<0.1%+12新進歷史
VCYTVeracyte, Inc.COM10$196<0.1%−52−83.9%減碼歷史
UCTTUltra Clean Holdings, Inc.COM5$209<0.1%+5新進歷史
HMYHarmony Gold Mining Co LtdADR25$214<0.1%+25新進歷史
VRNSVaronis Systems IncCOM5$219<0.1%−145−96.7%減碼歷史
WWRWestwater Resources, Inc.COM NEW500$222<0.1%00.0%不變歷史
RPAYRepay Holdings CorpCOM CL A22$224<0.1%+22新進歷史
FRFirst Industrial Realty Trust IncCOM5$227<0.1%+5新進歷史
EVRIEveri Holdings Inc.COM28$229<0.1%+25+833.3%加碼歷史
BLBlackline, Inc.COM4$232<0.1%−15−78.9%減碼歷史
DAVAEndava plcADS8$232<0.1%+8新進歷史
GTXGarrett Motion Inc.Stock26$249<0.1%+26新進歷史
LYFTLyft, Inc.CL A COM16$250<0.1%+16新進歷史
ASIXAdvanSix Inc.COM10$253<0.1%+10新進歷史
STRSitio Royalties Corp.CLASS A COM11$256<0.1%+11新進歷史
NVAXNovavax IncCOM NEW60$260<0.1%00.0%不變歷史
SIDNational Steel CoSPONSORED ADR97$261<0.1%−503−83.8%減碼歷史
NNOXNano-X Imaging Ltd.ORD SHS30$269<0.1%+30新進歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11$270<0.1%+11新進–
LGIHLGI Homes, Inc.COM3$270<0.1%+3新進歷史
ONBOld National BancorpStock17$282<0.1%−1,053−98.4%減碼歷史
Maxeon Solar Technologies LTY58473102SHS151$294<0.1%−93−38.1%減碼–
VIRVir Biotechnology, Inc.COM35$296<0.1%+35新進歷史
AMTBAmerant Bancorp Inc.CL A14$303<0.1%+14新進歷史
FIXComfort Systems USA IncCOM1$309<0.1%−34−97.1%減碼歷史
CALYCallaway Golf CoCOM21$336<0.1%+20+2,000.0%加碼歷史
HAYWHayward Holdings, Inc.COM25$340<0.1%+25新進歷史
PIIPolaris Inc.Stock4$341<0.1%−90−95.7%減碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$348<0.1%+6新進–
AZZAzz IncCOM5$358<0.1%+5新進歷史
UVVUniversal CorpCOM7$360<0.1%00.0%不變歷史
ALKTAlkami Technology, Inc.Stock15$361<0.1%+15新進歷史
iShares Tr46434V696CORE MSCI PAC6$362<0.1%00.0%不變–
MGNIMagnite, Inc.COM42$371<0.1%+42新進歷史
FRSHFreshworks Inc.Stock21$375<0.1%00.0%不變歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$378<0.1%00.0%不變–
ZIMZIM Integrated Shipping Services Ltd.SHS29$384<0.1%+29新進歷史
HCPHashiCorp, Inc.COM CL A12$390<0.1%00.0%不變歷史
LBRDKLiberty Broadband CorpCOM SER C8$398<0.1%−10−55.6%減碼歷史
ALRMAlarm.com Holdings, Inc.COM6$400<0.1%+6新進歷史
FIZZNational Beverage CorpCOM9$401<0.1%−2−18.2%減碼歷史
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$410<0.1%+27新進–
MNKDMannkind CorpCOM NEW100$411<0.1%+100新進歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC9$412<0.1%−31,481−100.0%減碼–
BCRXBiocryst Pharmaceuticals IncCOM100$413<0.1%00.0%不變歷史
CLVTClarivate PLCORD SHS63$426<0.1%−339−84.3%減碼歷史
ALGTAllegiant Travel COCOM8$436<0.1%−120−93.8%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF16$437<0.1%−19−54.3%減碼–
AMWLAmerican Well CorpCL A862$440<0.1%−137−13.7%減碼歷史
TBRGTruBridge, Inc.COM56$442<0.1%−23−29.1%減碼歷史
DNMRDanimer Scientific, Inc.COM CL A591$443<0.1%+591新進歷史
AUBAtlantic Union Bankshares CorpCOM14$445<0.1%+14新進歷史
KRNTKornit Digital Ltd.SHS29$447<0.1%+29新進歷史
GTESGates Industrial Corp Ltd.ORD SHS26$458<0.1%+26新進歷史
AHTAshford Hospitality Trust IncCOM392$459<0.1%+167+74.2%加碼歷史
AMEDAmedisys IncCOM5$460<0.1%−6−54.5%減碼歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT131$461<0.1%+131新進歷史
IRBTiRobot CorpCOM54$462<0.1%+30+125.0%加碼歷史
MHOM/I Homes, Inc.COM4$465<0.1%+4新進歷史
NVCRNovoCure LtdORD SHS38$465<0.1%+38新進歷史
AXNXAxonics, Inc.COM7$466<0.1%+7新進歷史
NVEENV5 Global, Inc.COM5$466<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$467<0.1%+10新進–
DENNDENNY'S CorpCOM59$473<0.1%+59新進歷史
EQXEquinox Gold Corp.COM88$476<0.1%+88新進歷史
BLDPBallard Power Systems Inc.COM182$479<0.1%+182新進歷史
GPMTGranite Point Mortgage Trust Inc.COM STK112$480<0.1%+112新進歷史
VRMVroom, Inc.COM43$480<0.1%+43新進歷史
ELSEquity Lifestyle Properties IncCOM8$482<0.1%−7−46.7%減碼歷史
KRNYKearny Financial Corp.COM90$486<0.1%+90新進歷史
ACVAACV Auctions Inc.COM CL A28$489<0.1%+28新進歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$490<0.1%+22新進歷史
CCCCCC Intelligent Solutions Holdings Inc.COM44$494<0.1%+44新進歷史
IHRTiHeartMedia, Inc.COM CL A236$496<0.1%+236新進歷史
AGYSAgilysys IncCOM6$498<0.1%+6新進歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$499<0.1%+21新進–
SBDSSolo Brands, Inc.COM CL A266$500<0.1%+266新進歷史
ALLKAllakos Inc.COM477$501<0.1%+477新進歷史
TNETTrinet Group, Inc.COM5$502<0.1%+5新進歷史
AMSFAmerisafe IncCOM11$502<0.1%+11新進歷史
AUPHAurinia Pharmaceuticals Inc.COM99$504<0.1%+99新進歷史
RMRegional Management Corp.COM20$504<0.1%+1+5.3%加碼歷史
WTBAWest Bancorporation IncCAP STK31$504<0.1%+31新進歷史
Exscientia PLC30223G102ADS102$505<0.1%+102新進–
OPTUOptimum Communications, Inc.CL A263$508<0.1%+263新進歷史
WASHWashington Trust Bancorp IncCOM20$509<0.1%+20新進歷史
HFWAHeritage Financial CorpCOM29$514<0.1%+29新進歷史
BIGGQFormer BL Stores IncCOM146$514<0.1%+146新進歷史
SGMLSigma Lithium CorpStock36$517<0.1%−51−58.6%減碼歷史
SBGISinclair, Inc.CL A42$517<0.1%00.0%不變歷史
CHMICherry Hill Mortgage Investment CorpCOM151$519<0.1%−469−75.6%減碼歷史
GRTSGritstone bio, Inc.COM649$519<0.1%00.0%不變歷史
TWOU2U, LLCCOM2,091$519<0.1%+1,531+273.4%加碼歷史
FLLFull House Resorts IncCOM102$520<0.1%00.0%不變歷史
HKITBiddance AI Systems, Inc.ORD SHS370$522<0.1%+370新進歷史
NCNOnCino, Inc.COM18$525<0.1%+18新進歷史
CDPCopt Defense PropertiesREIT22$527<0.1%+22新進歷史
WWWW International, Inc.COM292$529<0.1%−234−44.5%減碼歷史
iShares Tr464288257MSCI ACWI ETF5$531<0.1%00.0%不變–
BGFVBig 5 Sporting Goods CorpCOM150$531<0.1%−25−14.3%減碼歷史

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