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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
Vanguard Communication Services ETF92204A884ETF473$5.96 萬<0.1%−49−9.4%減碼–
ANDEAndersons, Inc.COM1,084$5.96 萬<0.1%+828+323.4%加碼歷史
First Tr Exchange-Traded FD33734H106SHS1,460$5.95 萬<0.1%00.0%不變–
ETRNMidstream Co LLCCOM4,394$5.95 萬<0.1%+260+6.3%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,485$5.94 萬<0.1%+20+1.4%加碼–
RQICohen & Steers Quality Income Realty Fund IncCEF5,429$5.93 萬<0.1%00.0%不變歷史
TDToronto Dominion BankStock998$5.92 萬<0.1%+1+0.1%加碼歷史
CCKCrown Holdings, Inc.COM720$5.91 萬<0.1%−46,612−98.5%減碼歷史
LABStandard Biotools Inc.COM23,800$5.90 萬<0.1%−4,000−14.4%減碼歷史
ALVAutoliv IncCOM490$5.87 萬<0.1%+73+17.5%加碼歷史
BIIBBiogen Inc.COM273$5.86 萬<0.1%−222−44.8%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS5,870$5.84 萬<0.1%+2,222+60.9%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$5.81 萬<0.1%00.0%不變–
WFGWest Fraser Timber Co., LtdCOM757$5.80 萬<0.1%−146−16.2%減碼歷史
SNXTD Synnex CorpCOM488$5.75 萬<0.1%−72−12.9%減碼歷史
iShares Select Dividend ETF464287168ETF482$5.75 萬<0.1%+32+7.1%加碼–
DLTRDollar Tree, Inc.COM486$5.75 萬<0.1%+110+29.3%加碼歷史
VRSKVerisk Analytics, Inc.COM263$5.74 萬<0.1%+42+19.0%加碼歷史
WYWeyerhaeuser CoCOM NEW1,899$5.73 萬<0.1%+231+13.8%加碼歷史
LVSLas Vegas Sands CorpCOM1,291$5.73 萬<0.1%−59−4.4%減碼歷史
CMCanadian Imperial Bank of CommerceCOM1,222$5.71 萬<0.1%+156+14.6%加碼歷史
COKECoca-Cola Consolidated, Inc.COM69$5.70 萬<0.1%+35+102.9%加碼歷史
BNYBank of New York Mellon CorpStock1,006$5.69 萬<0.1%+24+2.4%加碼歷史
NTRNutrien Ltd.COM1,075$5.67 萬<0.1%+663+160.9%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A2,043$5.66 萬<0.1%+236+13.1%加碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$5.65 萬<0.1%+100+8.4%加碼–
FRTFederal Realty Investment TrustSH BEN INT NEW542$5.65 萬<0.1%+252+86.9%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY1,427$5.65 萬<0.1%−236−14.2%減碼歷史
BIDUBaidu, Inc.ADR543$5.61 萬<0.1%−41−7.0%減碼歷史
TRNTrinity Industries IncCOM2,154$5.61 萬<0.1%+13+0.6%加碼歷史
AITApplied Industrial Technologies IncCOM305$5.59 萬<0.1%+124+68.5%加碼歷史
CIVICivitas Resources, Inc.EQUITY US CM776$5.58 萬<0.1%+108+16.2%加碼歷史
iShares Tr46435U853BROAD USD HIGH1,550$5.57 萬<0.1%+26+1.7%加碼–
BMOBank of MontrealCOM623$5.56 萬<0.1%+160+34.6%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock345$5.56 萬<0.1%+242+235.0%加碼歷史
EIXEdison InternationalStock780$5.54 萬<0.1%+90+13.0%加碼歷史
PATHUiPath, Inc.Stock2,919$5.54 萬<0.1%+138+5.0%加碼歷史
DCIDonaldson Co IncStock766$5.53 萬<0.1%+184+31.6%加碼歷史
EWEdwards Lifesciences CorpStock652$5.52 萬<0.1%−846−56.5%減碼歷史
JHXJames Hardie Industries plcSPONSORED ADR1,599$5.52 萬<0.1%+109+7.3%加碼歷史
SPTNSpartanNash CoCOM2,888$5.51 萬<0.1%−16−0.6%減碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP13,592$5.49 萬<0.1%+6,836+101.2%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS5,953$5.48 萬<0.1%00.0%不變歷史
SKMSK Telecom Co LtdSPONSORED ADR2,682$5.48 萬<0.1%+1,372+104.7%加碼歷史
INFYInfosys LtdSPONSORED ADR3,276$5.47 萬<0.1%+146+4.7%加碼歷史
Pacer FDS Tr69374H659CASH COWS ETF1,453$5.47 萬<0.1%00.0%不變–
ALGNAlign Technology IncCOM193$5.45 萬<0.1%−30−13.5%減碼歷史
ESEversource EnergyStock897$5.44 萬<0.1%−540−37.6%減碼歷史
AESAES CorpStock3,033$5.43 萬<0.1%−1,956−39.2%減碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT1,880$5.42 萬<0.1%+1,880新進–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN536$5.42 萬<0.1%+536新進–
SRCLStericycle IncCOM1,211$5.42 萬<0.1%+122+11.2%加碼歷史
iShares Tr46428865310-20 YR TRS ETF546$5.41 萬<0.1%+442+425.0%加碼–
KTKT CorpSPONSORED ADR4,278$5.41 萬<0.1%+1,264+41.9%加碼歷史
MOHMolina Healthcare, Inc.COM158$5.41 萬<0.1%−4−2.5%減碼歷史
CTASCintas CorpStock82$5.40 萬<0.1%+14+20.6%加碼歷史
MAINMain Street Capital CORPCEF1,083$5.37 萬<0.1%00.0%不變歷史
TFIITFI International Inc.COM412$5.37 萬<0.1%+18+4.6%加碼歷史
EGPEastgroup Properties IncCOM345$5.36 萬<0.1%+80+30.2%加碼歷史
RBB FD Inc74933W452F/M US TREASURY1,064$5.32 萬<0.1%+1,064新進–
State Street Materials Select Sector SPDR ETF81369Y100ETF600$5.32 萬<0.1%−100−14.3%減碼–
RCIRogers Communications IncCL B1,417$5.31 萬<0.1%−28−1.9%減碼歷史
TROXTronox Holdings plcSHS3,123$5.31 萬<0.1%+23+0.7%加碼歷史
EWBCEast West Bancorp IncCOM712$5.30 萬<0.1%+46+6.9%加碼歷史
KRCKilroy Realty CorpCOM1,568$5.30 萬<0.1%−18−1.1%減碼歷史
CFRCullen/Frost Bankers, Inc.COM505$5.27 萬<0.1%+44+9.5%加碼歷史
AEISAdvanced Energy Industries IncCOM549$5.26 萬<0.1%+8+1.5%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF1,119$5.24 萬<0.1%+1,119新進–
PAMPampa Energy Inc.SPONS ADR LVL I1,180$5.24 萬<0.1%+1,180新進歷史
OSISOsi Systems IncCOM397$5.22 萬<0.1%+27+7.3%加碼歷史
iShares Tr46436E759ESG EAFE ETF797$5.22 萬<0.1%+28+3.6%加碼–
THCTenet Healthcare CorpCOM NEW464$5.21 萬<0.1%00.0%不變歷史
DOCHealthpeak Properties, Inc.COM2,789$5.19 萬<0.1%+539+24.0%加碼歷史
EFOREverforth IncCOM537$5.18 萬<0.1%00.0%不變歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$5.16 萬<0.1%+559+11.7%加碼歷史
ESLTElbit Systems LtdStock254$5.15 萬<0.1%−3−1.2%減碼歷史
XPXP Inc.CL A2,500$5.12 萬<0.1%00.0%不變歷史
iShares Tr46436E601ESG MSCI EM LDRS1,166$5.10 萬<0.1%−49−4.0%減碼–
SEESealed Air CorpCOM1,619$5.10 萬<0.1%+137+9.2%加碼歷史
ESIElement Solutions IncCOM2,192$5.07 萬<0.1%+190+9.5%加碼歷史
CMAComerica IncCOM1,008$5.06 萬<0.1%+3+0.3%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF481$5.05 萬<0.1%−1,545−76.3%減碼–
PECOPhillips Edison & Company, Inc.COMMON STOCK1,537$5.03 萬<0.1%+166+12.1%加碼歷史
WALWestern Alliance BancorporationCOM880$5.00 萬<0.1%+12+1.4%加碼歷史
SWNSouthwestern Energy CoCOM6,650$4.98 萬<0.1%+115+1.8%加碼歷史
RNRRenaissancere Holdings LtdCOM227$4.98 萬<0.1%+16+7.6%加碼歷史
GNRCGenerac Holdings Inc.Stock363$4.94 萬<0.1%−3−0.8%減碼歷史
iShares Tr464287762US HLTHCARE ETF835$4.91 萬<0.1%00.0%不變依 5 比 1 拆股換算–
TBBKBancorp, Inc.COM1,640$4.91 萬<0.1%+1,272+345.7%加碼歷史
AVTRAvantor, Inc.COM2,023$4.90 萬<0.1%+227+12.6%加碼歷史
BMBLBumble Inc.COM CL A4,852$4.90 萬<0.1%−358−6.9%減碼歷史
LYVLive Nation Entertainment, Inc.COM551$4.90 萬<0.1%+104+23.3%加碼歷史
PODDInsulet CorpStock284$4.88 萬<0.1%−24−7.8%減碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,454$4.87 萬<0.1%+1,354+1,354.0%加碼歷史
BYDBoyd Gaming CorpCOM909$4.86 萬<0.1%−131−12.6%減碼歷史
AELAmerican National Group Inc.COM861$4.83 萬<0.1%+1+0.1%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN1,335$4.82 萬<0.1%+4+0.3%加碼–
EDConsolidated Edison IncStock508$4.80 萬<0.1%−172−25.3%減碼歷史
MANManpowerGroup Inc.COM635$4.79 萬<0.1%−89−12.3%減碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT711$4.76 萬<0.1%+89+14.3%加碼–

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