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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
Jacob FDS Inc469785703FORWARD ETF100$953<0.1%00.0%不變–
CRVLCorvel CorpCOM4$955<0.1%00.0%不變歷史
BCOVBrightcove IncCOM538$958<0.1%−1,300−70.7%減碼歷史
ETDEthan Allen Interiors IncCOM34$960<0.1%00.0%不變歷史
MMSIMerit Medical Systems IncCOM13$963<0.1%00.0%不變歷史
LAZLazard, Inc.COM25$963<0.1%+11+78.6%加碼歷史
NFBKNorthfield Bancorp, Inc.COM116$967<0.1%+59+103.5%加碼歷史
iShares Tr464289867CORE 60 BALA ETF18$968<0.1%+18新進–
CCUUnited Breweries Co IncSPONSORED ADR80$968<0.1%+80新進歷史
DINDine Brands Global, Inc.COM22$970<0.1%+13+144.4%加碼歷史
SUMSummit Materials, Inc.CL A25$972<0.1%−283−91.9%減碼歷史
CNNECannae Holdings, Inc.COM50$973<0.1%00.0%不變歷史
DAOYoudao, Inc.SPONSORED ADS280$980<0.1%+280新進歷史
BFSSaul Centers, Inc.COM27$983<0.1%+13+92.9%加碼歷史
MBIMbia IncCOM157$988<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$991<0.1%00.0%不變–
Tidal ETF Tr886364306SOFI NEXT 50075$991<0.1%+75新進–
NFENew Fortress Energy Inc.COM CL A38$996<0.1%−39−50.6%減碼歷史
GDOTGreen Dot CorpCL A114$998<0.1%−33−22.4%減碼歷史
OPADOfferpad Solutions Inc.COM CL A129$1,002<0.1%00.0%不變歷史
GOODGladstone Commercial CorpCOM75$1,003<0.1%+37+97.4%加碼歷史
LIVNLivaNova PLCSHS18$1,004<0.1%+16+800.0%加碼歷史
GTLSChart Industries IncCOM7$1,008<0.1%−40−85.1%減碼歷史
CSANCosan S.A.ADS91$1,009<0.1%−167−64.7%減碼歷史
MWAMueller Water Products, Inc.COM SER A64$1,014<0.1%−16−20.0%減碼歷史
BEAMBeam Therapeutics Inc.COM48$1,019<0.1%+48新進歷史
AMNAmn Healthcare Services IncCOM17$1,020<0.1%−3−15.0%減碼歷史
TIPTTiptree Inc.COM64$1,020<0.1%00.0%不變歷史
EVAEnviva, LLCCOM2,000$1,021<0.1%+1,600+400.0%加碼歷史
ATECAlphatec Holdings, Inc.COM NEW81$1,022<0.1%00.0%不變歷史
FPIFarmland Partners Inc.COM95$1,022<0.1%00.0%不變歷史
SEERSeer, Inc.COM CL A492$1,023<0.1%00.0%不變歷史
ENICEnel Chile S.A.SPONSORED ADR348$1,026<0.1%−181−34.2%減碼歷史
VTOLBristow Group Inc.COM39$1,026<0.1%00.0%不變歷史
CACCCredit Acceptance CorpCOM2$1,028<0.1%+1+100.0%加碼歷史
CACCamden National CorpCOM33$1,030<0.1%00.0%不變歷史
ROICRetail Opportunity Investments CorpCOM84$1,031<0.1%+41+95.3%加碼歷史
CRCTCricut, Inc.COM CL A194$1,032<0.1%+194新進歷史
VRRMVerra Mobility CorpCL A COM STK44$1,038<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,045<0.1%+19新進–
DHILDiamond Hill Investment Group IncCOM NEW7$1,045<0.1%00.0%不變歷史
KLRSKalaris Therapeutics, Inc.COM1,329$1,056<0.1%+1,329新進歷史
SABRSabre CorpCOM369$1,059<0.1%−549−59.8%減碼歷史
AWRAmerican States Water CoCOM15$1,063<0.1%−49−76.6%減碼歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1,066<0.1%+20新進–
FRMEFirst Merchants CorpCOM32$1,070<0.1%+14+77.8%加碼歷史
SWTXSpringWorks Therapeutics, Inc.COM23$1,074<0.1%+23新進歷史
LFSTLifeStance Health Group, Inc.COM175$1,082<0.1%+20+12.9%加碼歷史
VSTOVista Outdoor Inc.COM31$1,088<0.1%00.0%不變歷史
ATMUAtmus Filtration Technologies Inc.COM36$1,090<0.1%+36新進歷史
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1,098<0.1%+57新進–
JRVRJames River Group Holdings, Inc.COM124$1,102<0.1%+31+33.3%加碼歷史
OCFCOceanfirst Financial CorpCOM75$1,107<0.1%00.0%不變歷史
HUYAHUYA Inc.ADS REP SHS A250$1,123<0.1%+250新進歷史
Gol Linhas Aereas Inteligent38045R206SPON ADR PFD NEW1,728$1,123<0.1%+1,546+849.5%加碼–
BRSPBrightSpire Capital, Inc.COM CL A180$1,132<0.1%00.0%不變歷史
APPFAppfolio IncCOM CL A5$1,134<0.1%+5新進歷史
TRNOTerreno Realty CorpCOM21$1,141<0.1%−103−83.1%減碼歷史
MYDBlackRock Muniyield Fund, Inc.COM109$1,142<0.1%+109新進歷史
BOXBox IncCL A44$1,144<0.1%+3+7.3%加碼歷史
AVNTAvient CorpCOM27$1,145<0.1%+27新進歷史
PCVXVaxcyte, Inc.COM19$1,150<0.1%−175−90.2%減碼歷史
FRPHFRP Holdings, Inc.COM38$1,152<0.1%+19+100.0%加碼歷史
SANASana Biotechnology, Inc.COM129$1,161<0.1%00.0%不變歷史
BILIBilibili Inc.SPONS ADS REP Z92$1,163<0.1%−183−66.5%減碼歷史
MLABMesa Laboratories IncCOM11$1,167<0.1%−36−76.6%減碼歷史
CUBECubeSmartREIT29$1,173<0.1%00.0%不變歷史
ODCOil-Dri Corp of AmericaCOM17$1,177<0.1%00.0%不變歷史
PRFTPerficient IncCOM25$1,182<0.1%00.0%不變歷史
MXLMaxlinear, IncCOM57$1,185<0.1%+6+11.8%加碼歷史
RDUSRadius Recycling, Inc.CL A68$1,185<0.1%+68新進歷史
DCODucommun IncCOM22$1,190<0.1%00.0%不變歷史
WHDCactus, Inc.CL A24$1,191<0.1%−165−87.3%減碼歷史
BRXBrixmor Property Group Inc.COM54$1,194<0.1%−36−40.0%減碼歷史
KCKingsoft Cloud Holdings LtdADS391$1,200<0.1%+134+52.1%加碼歷史
HAYNHaynes International IncCOM NEW20$1,203<0.1%00.0%不變歷史
HRMYHarmony Biosciences Holdings, Inc.COM39$1,205<0.1%00.0%不變歷史
HSIIHeidrick & Struggles International IncCOM41$1,209<0.1%00.0%不變歷史
MOMOHello Group Inc.ADS208$1,213<0.1%+208新進歷史
OPKOpko Health, Inc.COM1,000$1,220<0.1%+334+50.2%加碼歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,220<0.1%00.0%不變–
PFGCPerformance Food Group CoCOM18$1,222<0.1%00.0%不變歷史
PJTPJT Partners Inc.COM CL A13$1,228<0.1%+2+18.2%加碼歷史
HAINHain Celestial Group IncCOM200$1,228<0.1%−537−72.9%減碼歷史
OSKOshkosh CorpCOM11$1,235<0.1%+8+266.7%加碼歷史
RHRHCOM5$1,235<0.1%−6−54.5%減碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1,249<0.1%−26−66.7%減碼–
SKINSkinHealth Systems Inc.COM CL A388$1,253<0.1%+167+75.6%加碼歷史
CHEFChefs' Warehouse, Inc.COM38$1,257<0.1%00.0%不變歷史
AMBPArdagh Metal Packaging S.A.SHS319$1,260<0.1%+121+61.1%加碼歷史
KELYAKelly Services IncCL A55$1,262<0.1%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG115$1,263<0.1%00.0%不變歷史
HQYHealthequity, Inc.COM16$1,263<0.1%−30−65.2%減碼歷史
HTLFHeartland Financial USA IncCOM30$1,263<0.1%+30新進歷史
SWXSouthwest Gas Holdings, Inc.COM17$1,269<0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,272<0.1%00.0%不變–
PRPermian Resources CorpCLASS A COM76$1,273<0.1%−805−91.4%減碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN23$1,273<0.1%−13−36.1%減碼–
TIGRUP Fintech Holding LtdSPONSORED ADS361$1,273<0.1%+361新進歷史
STNEStoneCo Ltd.COM83$1,295<0.1%+83新進歷史

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