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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
BPMCBlueprint Medicines CorpCOM21$1,918<0.1%00.0%不變歷史
KMTKennametal IncCOM82$1,929<0.1%+82新進歷史
VTSVitesse Energy, Inc.COMMON STOCK87$1,931<0.1%00.0%不變歷史
EFCEllington Financial Inc.COM169$1,933<0.1%−101−37.4%減碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM19$1,937<0.1%−35−64.8%減碼歷史
VSXYVictoria's Secret & Co.COMMON STOCK110$1,938<0.1%−150−57.7%減碼歷史
CAMTCamtek LtdORD24$1,943<0.1%+2+9.1%加碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS35$1,944<0.1%00.0%不變歷史
HHHHoward Hughes Holdings Inc.COM30$1,954<0.1%+30新進歷史
DMLPDorchester Minerals, L.P.COM UNIT61$1,968<0.1%+61新進歷史
EBCEastern Bankshares, Inc.COM157$1,972<0.1%+157新進歷史
BBIOBridgeBio Pharma, Inc.COM77$1,973<0.1%−78−50.3%減碼歷史
BRSLBrightstar Lottery PLCSHS USD100$1,974<0.1%00.0%不變歷史
RXSTRxSight, Inc.COM38$1,981<0.1%00.0%不變歷史
EPCEdgewell Personal Care CoCOM53$1,993<0.1%+11+26.2%加碼歷史
SFStifel Financial CorpCOM25$1,998<0.1%00.0%不變歷史
MPMP Materials Corp.COM CL A125$2,000<0.1%−418−77.0%減碼歷史
ONCBeOne Medicines Ltd.ADR13$2,001<0.1%−4−23.5%減碼歷史
ACADAcadia Pharmaceuticals IncCOM120$2,006<0.1%+98+445.5%加碼歷史
INGNInogen IncCOM298$2,027<0.1%00.0%不變歷史
SONSonoco Products CoCOM36$2,028<0.1%+7+24.1%加碼歷史
UECUranium Energy CorpCOM302$2,039<0.1%00.0%不變歷史
BROSDutch Bros Inc.CL A73$2,056<0.1%−39−34.8%減碼歷史
TDOCTeladoc Health, Inc.COM162$2,066<0.1%−212−56.7%減碼歷史
MHKMohawk Industries IncCOM18$2,076<0.1%00.0%不變歷史
TREELendingTree, Inc.COM43$2,076<0.1%00.0%不變歷史
NKTXNkarta, Inc.COM312$2,084<0.1%00.0%不變歷史
CIVBCivista Bancshares, Inc.COM NO PAR146$2,085<0.1%+146新進歷史
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2,092<0.1%00.0%不變–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET95$2,094<0.1%+95新進–
LGNDLigand Pharmaceuticals IncCOM NEW30$2,097<0.1%+21+233.3%加碼歷史
CLBCore Laboratories Inc.COM133$2,102<0.1%+31+30.4%加碼歷史
STNGScorpio Tankers Inc.SHS30$2,111<0.1%−90−75.0%減碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI103$2,112<0.1%+103新進–
STAAStaar Surgical CoCOM PAR $0.0146$2,114<0.1%−14−23.3%減碼歷史
EVBGEverbridge, Inc.COM61$2,120<0.1%00.0%不變歷史
ACMAecomCOM23$2,124<0.1%−5−17.9%減碼歷史
MTZMastec IncCOM24$2,128<0.1%+7+41.2%加碼歷史
FLWS1 800 Flowers Com IncCL A235$2,131<0.1%00.0%不變歷史
DOCNDigitalOcean Holdings, Inc.COM65$2,136<0.1%−36−35.6%減碼歷史
ABMAbm Industries IncCOM49$2,142<0.1%+11+28.9%加碼歷史
KRYSKrystal Biotech, Inc.COM14$2,143<0.1%+14新進歷史
AHCOAdaptHealth Corp.COMMON STOCK218$2,147<0.1%−39−15.2%減碼歷史
AMRCAmeresco, Inc.CL A103$2,156<0.1%+103新進歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF62$2,161<0.1%+62新進–
IESCIES Holdings, Inc.COM16$2,162<0.1%00.0%不變歷史
BHCBausch Health Companies Inc.Stock248$2,172<0.1%+248新進歷史
HBNCHorizon Bancorp IncCOM190$2,182<0.1%00.0%不變歷史
FROFrontline plcCOM93$2,184<0.1%+68+272.0%加碼歷史
INOInovio Pharmaceuticals, Inc.COM SHS191$2,187<0.1%−1−0.7%減碼依 1 比 12 拆股換算歷史
ARWRArrowhead Pharmaceuticals, Inc.COM97$2,194<0.1%−32−24.8%減碼歷史
CRNCCerence Inc.COM242$2,205<0.1%+139+135.0%加碼歷史
WNEBWestern New England Bancorp, Inc.COM365$2,205<0.1%00.0%不變歷史
UCOProShares Trust IIULTA BLMBG 201767$2,206<0.1%00.0%不變歷史
APPNAppian CorpCL A59$2,209<0.1%−67−53.2%減碼歷史
CHXChampionX CorpCOM66$2,216<0.1%−15−18.5%減碼歷史
ALTMArcadium Lithium plcStock504$2,218<0.1%+504新進歷史
THRMGentherm IncCOM44$2,225<0.1%+36+450.0%加碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS259$2,233<0.1%−130−33.4%減碼歷史
FLUTFlutter Entertainment plcSHS12$2,235<0.1%+12新進歷史
Dimensional ETF Trust25434V104US CORE EQT MKT64$2,240<0.1%+55+611.1%加碼–
Advisorshares Tr00768Y453PURE US CANN ETF199$2,241<0.1%+199新進–
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2,243<0.1%00.0%不變–
NMRKNewmark Group, Inc.CL A236$2,259<0.1%+21+9.8%加碼歷史
KNFKnife River CorpStock29$2,268<0.1%−149−83.7%減碼歷史
AVOMission Produce, Inc.COM200$2,270<0.1%00.0%不變歷史
LEGNLegend Biotech CorpSPONSORED ADS52$2,274<0.1%+27+108.0%加碼歷史
VNETVNET Group, Inc.SPONSORED ADS A1,356$2,292<0.1%+1,356新進歷史
PAGPenske Automotive Group, Inc.COM15$2,294<0.1%−1−6.3%減碼歷史
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205177$2,295<0.1%00.0%不變歷史
CLNEClean Energy Fuels Corp.COM992$2,301<0.1%+992新進歷史
CNMCore & Main, Inc.CL A41$2,315<0.1%+41新進歷史
ESGREnstar Group LTDSHS8$2,323<0.1%+8新進歷史
BRBSBlue Ridge Bankshares, Inc.COM931$2,328<0.1%00.0%不變歷史
PRIPrimerica, Inc.Stock11$2,330<0.1%+8+266.7%加碼歷史
QNSTQuinstreet, IncCOM131$2,370<0.1%00.0%不變歷史
INSMINSMED IncCOM PAR $.0196$2,373<0.1%00.0%不變歷史
ADTNADTRAN Holdings, Inc.COM543$2,378<0.1%+543新進歷史
VRNTVerint Systems IncCOM79$2,392<0.1%00.0%不變歷史
OZKBank OZKCOM54$2,412<0.1%+28+107.7%加碼歷史
YELPYelp IncCL A60$2,415<0.1%+24+66.7%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2,444<0.1%−215−86.0%減碼–
ZLABZai Lab LtdADR156$2,465<0.1%+156新進歷史
AZEKAZEK Co Inc.CL A54$2,465<0.1%−66−55.0%減碼歷史
MTUSMetallus Inc.COM120$2,467<0.1%00.0%不變歷史
AVDAmerican Vanguard CorpCOM217$2,472<0.1%−392−64.4%減碼歷史
BSACBanco Santander ChileSP ADR REP COM138$2,481<0.1%00.0%不變歷史
AVNSAvanos Medical, Inc.Stock138$2,495<0.1%−80−36.7%減碼歷史
ROIVRoivant Sciences Ltd.SHS229$2,496<0.1%+132+136.1%加碼歷史
IONQIonQ, Inc.COM293$2,505<0.1%00.0%不變歷史
VOXXVOXX International CorpCL A425$2,508<0.1%−350−45.2%減碼歷史
NTGRNetgear, Inc.COM170$2,513<0.1%00.0%不變歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,517<0.1%+100新進–
ZGNErmenegildo Zegna N.V.ORD SHS209$2,571<0.1%+209新進歷史
TEXTerex CorpStock46$2,578<0.1%+19+70.4%加碼歷史
PGNYProgyny, Inc.COM81$2,597<0.1%+6+8.0%加碼歷史
PCORProcore Technologies, Inc.COM38$2,600<0.1%−109−74.1%減碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR34$2,622<0.1%+7+25.9%加碼歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2,624<0.1%00.0%不變–
BEBloom Energy CorpCOM CL A236$2,627<0.1%+62+35.6%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