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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
SLCAU.S. Silica Holdings, Inc.COM227$3,503<0.1%−36−13.7%減碼歷史
HIBBHibbett IncCOM41$3,536<0.1%00.0%不變歷史
SRRKScholar Rock Holding CorpCOM242$3,550<0.1%+242新進歷史
QGENQiagen N.V.Stock84$3,556<0.1%+84新進歷史
KLGWK Kellogg CoCOM153$3,571<0.1%00.0%不變歷史
KGCKinross Gold CorpCOM554$3,574<0.1%−4−0.7%減碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD56$3,576<0.1%00.0%不變–
MTNVail Resorts IncCOM19$3,598<0.1%+12+171.4%加碼歷史
ALSNAllison Transmission Holdings IncStock49$3,604<0.1%+12+32.4%加碼歷史
WHRWhirlpool CorpStock38$3,605<0.1%−118−75.6%減碼歷史
WMSAdvanced Drainage Systems, Inc.COM23$3,611<0.1%+7+43.8%加碼歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$3,619<0.1%00.0%不變–
ORAOrmat Technologies, Inc.COM57$3,638<0.1%+9+18.8%加碼歷史
GFIGold Fields LtdSPONSORED ADR225$3,638<0.1%+172+324.5%加碼歷史
CPRICapri Holdings LtdSHS103$3,654<0.1%+29+39.2%加碼歷史
EXTRExtreme Networks IncCOM327$3,662<0.1%+327新進歷史
RBCRBC Bearings INCCOM15$3,669<0.1%+5+50.0%加碼歷史
WMGWarner Music Group Corp.COM CL A112$3,696<0.1%+112新進歷史
NXRTNexPoint Residential Trust, Inc.COM108$3,698<0.1%+94+671.4%加碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR130$3,699<0.1%+130新進歷史
ARDXArdelyx, Inc.COM578$3,699<0.1%+578新進歷史
BURBurford Capital LtdORD SHS242$3,699<0.1%−5−2.0%減碼歷史
CLSKCleanspark, Inc.COM NEW226$3,702<0.1%−604−72.8%減碼歷史
TXG10x Genomics, Inc.CL A COM127$3,718<0.1%+73+135.2%加碼歷史
FULTFulton Financial CorpCOM225$3,724<0.1%+26+13.1%加碼歷史
LANDGladstone Land CorpCOM296$3,753<0.1%+179+153.0%加碼歷史
CTLTCatalent, Inc.COM68$3,798<0.1%+3+4.6%加碼歷史
CSWCSW Industrials, Inc.COM16$3,802<0.1%+1+6.7%加碼歷史
WEXWEX Inc.COM18$3,803<0.1%−15−45.5%減碼歷史
BILLBILL Holdings, Inc.Stock61$3,805<0.1%+24+64.9%加碼歷史
CCSCentury Communities, Inc.COM48$3,808<0.1%+2+4.3%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF150$3,819<0.1%−936−86.2%減碼–
POSTPost Holdings, Inc.COM36$3,822<0.1%+24+200.0%加碼歷史
WORWorthington Enterprises, Inc.COM67$3,830<0.1%+67新進歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK282$3,852<0.1%+282新進歷史
ARTNAArtesian Resources CorpCL A111$3,883<0.1%+111新進歷史
GSBDGoldman Sachs BDC, Inc.SHS250$3,885<0.1%00.0%不變歷史
SLABSilicon Laboratories Inc.Stock32$3,888<0.1%+17+113.3%加碼歷史
NBRNabors Industries LtdSHS54$3,889<0.1%+37+217.6%加碼歷史
MMIMarcus & Millichap, Inc.COM123$3,895<0.1%00.0%不變歷史
CARSCars.com Inc.COM234$3,910<0.1%00.0%不變歷史
ATSATS CorpCOM119$3,915<0.1%00.0%不變歷史
GABGabelli Equity Trust IncCOM741$3,920<0.1%00.0%不變歷史
ACLSAxcelis Technologies IncStock38$3,934<0.1%+2+5.6%加碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW205$3,936<0.1%+194+1,763.6%加碼歷史
iShares Tr464287515EXPANDED TECH50$3,946<0.1%00.0%不變依 5 比 1 拆股換算–
GPREGreen Plains Inc.COM191$3,948<0.1%+122+176.8%加碼歷史
CLBKColumbia Financial, Inc.COM239$3,967<0.1%+75+45.7%加碼歷史
SNBRQSleep Number CorpCOM300$3,993<0.1%+200+200.0%加碼歷史
CVLTCommvault Systems IncCOM39$3,997<0.1%+16+69.6%加碼歷史
BGCBGC Group, Inc.CL A511$4,001<0.1%+500+4,545.5%加碼歷史
IBPInstalled Building Products, Inc.COM17$4,008<0.1%+17新進歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,009<0.1%00.0%不變–
MLCOMelco Resorts & Entertainment LTDADR613$4,009<0.1%+613新進歷史
AMKRAmkor Technology, Inc.COM124$4,011<0.1%+81+188.4%加碼歷史
American Centy ETF Tr025072182AVANTIS MODERAT73$4,017<0.1%+73新進–
VanEck ETF Trust92189F791JUNIOR GOLD MINE100$4,046<0.1%00.0%不變–
CZRCaesars Entertainment, Inc.COM113$4,048<0.1%−68−37.6%減碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW68$4,049<0.1%+68新進–
WABCWestamerica BancorporationCOM87$4,050<0.1%00.0%不變歷史
DEAEasterly Government Properties, Inc.COM347$4,057<0.1%+44+14.5%加碼歷史
CLDTChatham Lodging TrustCOM443$4,062<0.1%00.0%不變歷史
SCLStepan CoCOM49$4,067<0.1%+44+880.0%加碼歷史
MCMoelis & CoCL A84$4,123<0.1%+25+42.4%加碼歷史
STSensata Technologies Holding plcSHS108$4,137<0.1%+97+881.8%加碼歷史
VKTXViking Therapeutics, Inc.COM52$4,138<0.1%+52新進歷史
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C111$4,143<0.1%00.0%不變歷史
HUNHuntsman CORPCOM174$4,152<0.1%+71+68.9%加碼歷史
TYLTyler Technologies IncCOM9$4,154<0.1%+9新進歷史
iShares Tr464288372GLB INFRASTR ETF88$4,163<0.1%00.0%不變–
HHyatt Hotels CorpCOM CL A28$4,166<0.1%+28新進歷史
QDELQuidelOrtho CorpCOM103$4,177<0.1%−19−15.6%減碼歷史
Chiron Real Estate Inc.37954A204COM NEW515$4,177<0.1%−65−11.2%減碼–
AROCArchrock, Inc.COM218$4,183<0.1%00.0%不變歷史
ATROAstronics CorpCOM250$4,193<0.1%00.0%不變歷史
CLFDClearfield, Inc.COM140$4,217<0.1%+109+351.6%加碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS49$4,219<0.1%00.0%不變歷史
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4,223<0.1%+133新進–
SPRSpirit AeroSystems Holdings, Inc.COM CL A132$4,224<0.1%+19+16.8%加碼歷史
EGOEldorado Gold CorpCOM297$4,235<0.1%+297新進歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,961$4,236<0.1%+1,961新進歷史
NPKNational Presto Industries IncCOM52$4,263<0.1%00.0%不變歷史
CARTMaplebear Inc.COM125$4,266<0.1%00.0%不變歷史
PFSProvident Financial Services IncCOM293$4,301<0.1%+293新進歷史
SASRSandy Spring Bancorp IncCOM211$4,315<0.1%+49+30.2%加碼歷史
SPDR Series Trust78464A516ST INTL BBG ETF202$4,323<0.1%+202新進–
VACMarriott Vacations Worldwide CorpCOM45$4,325<0.1%−79−63.7%減碼歷史
GRBKGreen Brick Partners, Inc.COM80$4,331<0.1%+4+5.3%加碼歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100160$4,337<0.1%+1+0.6%加碼–
TRINTrinity Capital Inc.COM286$4,339<0.1%+286新進歷史
iShares Tr464288794US BR DEL SE ETF39$4,343<0.1%+39新進–
NTLAIntellia Therapeutics, Inc.COM203$4,344<0.1%+1+0.5%加碼歷史
WERNWerner Enterprises IncCOM127$4,344<0.1%+25+24.5%加碼歷史
BCHBank of ChileSPONSORED ADS197$4,350<0.1%+47+31.3%加碼歷史
AGROAdecoagro S.A.COM402$4,362<0.1%+402新進歷史
iShares Tr46435G342MORTGE REL ETF200$4,366<0.1%00.0%不變–
GLPIGaming & Leisure Properties, Inc.COM102$4,369<0.1%−132−56.4%減碼歷史
NTCTNetscout Systems IncCOM227$4,372<0.1%+84+58.7%加碼歷史
GMABGenmab A/SSPONSORED ADS158$4,375<0.1%+42+36.2%加碼歷史
EGYVaalco Energy IncCOM NEW691$4,422<0.1%00.0%不變歷史

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