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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 2 季持倉

持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
3,067
較 2024 年第 1 季 +167
總值
$15.1 億
較 2024 年第 1 季 +$2.34 億 (+18.4%)
申報日
2024/8/13
SEC
EverSource Wealth Advisors, LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Ftse Developed Markets ETF921943858ETF1,119,638$5,700 萬3.8%+84,747+8.2%加碼–
Vanguard Morningstar Growth ETF922908736ETF152,512$5,602 萬3.7%+19,659+14.8%加碼–
Vanguard Morningstar Value ETF922908744ETF276,451$4,645 萬3.1%+2,212+0.8%加碼–
AAPLApple Inc.Stock206,360$4,583 萬3.0%+16,756+8.8%加碼歷史
IAUiShares Gold TrustETF651,369$3,016 萬2.0%−11,352−1.7%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF272,815$2,504 萬1.7%−62,484−18.6%減碼–
Vanguard Dividend Appreciation ETF921908844ETF124,642$2,366 萬1.6%+967+0.8%加碼–
MSFTMicrosoft CorpStock54,258$2,270 萬1.5%+3,464+6.8%加碼歷史
Vanguard S&P 500 ETF922908363ETF41,529$2,101 萬1.4%+4,449+12.0%加碼–
Elevation Series Trust210322202SOVE CAP FLOU FD643,470$1,993 萬1.3%+76,246+13.4%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD253,443$1,983 萬1.3%−17,545−6.5%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF440,885$1,953 萬1.3%+39,062+9.7%加碼–
NVDANVIDIA CorpStock162,097$1,897 萬1.3%+20,207+14.2%加碼依 10 比 1 拆股換算歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF67,600$1,843 萬1.2%−81−0.1%減碼–
FBTCFidelity Wise Origin Bitcoin FundSHS316,414$1,805 萬1.2%+37,294+13.4%加碼歷史
GOOGLAlphabet Inc.Stock105,116$1,803 萬1.2%+8,077+8.3%加碼歷史
Vanguard Health Care ETF92204A504ETF65,240$1,792 萬1.2%−8,481−11.5%減碼–
AMZNAmazon Com IncStock93,780$1,753 萬1.2%+13,967+17.5%加碼歷史
TSLATesla, Inc.Stock72,191$1,675 萬1.1%+18,193+33.7%加碼歷史
Vanguard Total International Bond ETF92203J407ETF336,025$1,667 萬1.1%+30,889+10.1%加碼–
Vanguard Short-Term Bond ETF921937827ETF212,632$1,651 萬1.1%+21,907+11.5%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF456,958$1,523 萬1.0%+6,907+1.5%加碼–
PGRProgressive CorpStock65,356$1,399 萬0.9%−2,227−3.3%減碼歷史
AVGOBroadcom Inc.Stock81,225$1,305 萬0.9%+73,134+903.9%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF55,837$1,303 萬0.9%−2,744−4.7%減碼–
Ea Series Trust02072L532BRID OMN SMA ETF562,822$1,295 萬0.9%−7,141−1.3%減碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE130,120$1,246 萬0.8%+29,883+29.8%加碼–
KKRKKR & Co. Inc.COM99,431$1,227 萬0.8%+1,876+1.9%加碼歷史
CVXChevron CorpStock72,649$1,166 萬0.8%+7,421+11.4%加碼歷史
iShares Tr464288588MBS ETF117,769$1,106 萬0.7%+26,337+28.8%加碼–
iShares Core S&P 500 ETF464287200ETF19,390$1,073 萬0.7%+476+2.5%加碼–
HDHome Depot, Inc.Stock29,057$1,070 萬0.7%+2,961+11.3%加碼歷史
AMATApplied Materials IncStock49,183$1,044 萬0.7%−845−1.7%減碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF221,262$1,026 萬0.7%+4,758+2.2%加碼–
GOOGAlphabet Inc.Stock58,227$1,008 萬0.7%+629+1.1%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF166,356$1,003 萬0.7%+15,781+10.5%加碼–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT284,382$985.7 萬0.7%+26,032+10.1%加碼–
AMGNAmgen IncStock29,520$981.4 萬0.7%+374+1.3%加碼歷史
CRHCRH Public Ltd CoORD111,972$959.6 萬0.6%+25,947+30.2%加碼歷史
GPKGraphic Packaging Holding CoCOM304,661$917.0 萬0.6%−9,364−3.0%減碼歷史
iShares MSCI Eafe ETF464287465ETF108,855$874.8 萬0.6%+8,298+8.3%加碼–
AZOAutoZone IncCOM2,751$862.1 萬0.6%+7+0.3%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF107,466$849.4 萬0.6%+7,605+7.6%加碼–
BRK.BBerkshire Hathaway IncStock18,961$831.5 萬0.6%+2,635+16.1%加碼歷史
COSTCostco Wholesale CorpStock9,892$813.1 萬0.5%+310+3.2%加碼歷史
BXBlackstone Inc.COM54,159$769.9 萬0.5%+5,479+11.3%加碼歷史
PLTRPalantir Technologies Inc.Stock281,322$756.5 萬0.5%+86,483+44.4%加碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF130,192$752.8 萬0.5%−1,263−1.0%減碼–
Vanguard BD Index FDS921937793LONG TERM BOND103,095$746.4 萬0.5%+7,918+8.3%加碼–
METAMeta Platforms, Inc.Stock15,690$745.0 萬0.5%−421−2.6%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF96,132$736.5 萬0.5%+8,347+9.5%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS120,051$713.3 萬0.5%+15,212+14.5%加碼–
DHIHorton D R IncCOM38,691$696.2 萬0.5%−286−0.7%減碼歷史
COPConocoPhillipsStock62,470$694.7 萬0.5%+4,266+7.3%加碼歷史
iShares Tr464287721U.S. TECH ETF47,194$690.6 萬0.5%+5,077+12.1%加碼–
PPGPPG Industries IncStock53,800$683.2 萬0.5%−1,686−3.0%減碼歷史
JPMJPMorgan Chase & CoStock31,587$672.2 萬0.4%+3,098+10.9%加碼歷史
AMHAmerican Homes 4 RentCL A186,036$671.4 萬0.4%+23,377+14.4%加碼歷史
SPYSPDR S&P 500 ETF TrustETF12,018$662.0 萬0.4%+667+5.9%加碼歷史
Dimensional ETF Trust25434V625US COR EQU 1 ETF104,655$641.3 萬0.4%+11,986+12.9%加碼–
Vanguard Whitehall FDS921946810INTL DVD ETF75,215$638.1 萬0.4%+27,780+58.6%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM106,199$610.4 萬0.4%+8,409+8.6%加碼–
iShares Russell 1000 Growth ETF464287614ETF17,033$610.1 萬0.4%+5,675+50.0%加碼–
PFNPIMCO Income Strategy Fund IICOM798,490$577.3 萬0.4%+36,192+4.7%加碼歷史
Timothy Plan887432359US LRGMD CP CORE126,929$536.5 萬0.4%+8,641+7.3%加碼–
RBARB Global Inc.COM67,163$534.8 萬0.4%−184−0.3%減碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF89,190$534.1 萬0.4%−1,800−2.0%減碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF173,324$529.3 萬0.4%+24,584+16.5%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE125,910$520.1 萬0.3%−8,390−6.2%減碼–
WMTWalmart Inc.Stock72,345$496.6 萬0.3%+11,268+18.4%加碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF39,295$486.7 萬0.3%−284−0.7%減碼–
Vanguard World FD921910816MEGA GRWTH IND15,680$481.4 萬0.3%−1,079−6.4%減碼–
Schwab US Dividend Equity ETF808524797ETF58,045$479.3 萬0.3%+2,709+4.9%加碼–
IIIVi3 Verticals, Inc.COM CL A193,676$474.7 萬0.3%−25,000−11.4%減碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF137,430$447.5 萬0.3%+42,376+44.6%加碼–
Dimensional U.S. Small Cap ETF25434V500ETF65,799$429.9 萬0.3%+12,200+22.8%加碼–
VVisa Inc.Stock15,630$415.3 萬0.3%+3,284+26.6%加碼歷史
Timothy Plan887432326HIG DV STK ETF112,906$414.9 萬0.3%+11,473+11.3%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF25,975$414.5 萬0.3%+145+0.6%加碼–
iShares Russell 1000 Value ETF464287598ETF22,392$410.6 萬0.3%+6,738+43.0%加碼–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF102,493$400.4 萬0.3%+33,128+47.8%加碼–
VCVisteon CorpCOM NEW34,245$395.7 萬0.3%−309−0.9%減碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL104,598$389.7 萬0.3%−924−0.9%減碼–
FDXFedEx CorpStock12,728$384.7 萬0.3%+232+1.9%加碼歷史
Invesco QQQ Trust Series I46090E103ETF8,157$384.3 萬0.3%−278−3.3%減碼–
SPDR Series Trust78464A763ST STR SP DIV28,441$383.5 萬0.3%+1,257+4.6%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF76,575$372.3 萬0.2%+3,033+4.1%加碼–
PANWPalo Alto Networks IncStock11,364$369.0 萬0.2%+946+9.1%加碼歷史
MASMasco CorpCOM46,986$365.8 萬0.2%−154−0.3%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF70,867$362.2 萬0.2%+3,696+5.5%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY133,185$361.8 萬0.2%+9,597+7.8%加碼–
LKQLKQ CorpCOM85,403$354.4 萬0.2%+1,523+1.8%加碼歷史
XOMExxonMobil Holdings CorpCOM29,460$349.4 萬0.2%+4,487+18.0%加碼歷史
MARAMARA Holdings, Inc.COM177,507$349.2 萬0.2%+20,058+12.7%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock14,928$346.3 萬0.2%+404+2.8%加碼歷史
iShares Tr464288448INTL SEL DIV ETF117,416$340.3 萬0.2%+2,280+2.0%加碼–
MRKMerck & Co., Inc.Stock29,621$335.1 萬0.2%+403+1.4%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT99,999$328.4 萬0.2%+63,745+175.8%加碼–
NVONovo Nordisk A SADR23,798$315.6 萬0.2%+2,038+9.4%加碼歷史
Dimensional U.S. Targeted Value ETF25434V609ETF55,034$314.1 萬0.2%+42+0.1%加碼–

2024 年第 1 季之後清倉（129 檔）

2024 年第 1 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 129 檔。

EverSource Wealth Advisors, LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
First Trust Cloud Computing ETF33734X192ETF20,550$186.2 萬0.1%–
AAAUGoldman Sachs Physical Gold ETFETF31,514$71.5 萬0.1%歷史
FERGFerguson Enterprises Inc.SHS1,896$39.8 萬<0.1%歷史
Leuthold FDS Inc527289789CORE ETF9,217$30.0 萬<0.1%–
PXDPioneer Natural Resources CoCOM1,104$29.7 萬<0.1%歷史
WRKWestRock CoCOM4,308$20.7 萬<0.1%歷史
Enerplus Corp292766102COM5,659$11.1 萬<0.1%–
WIREEncore Wire CorpCOM215$6.01 萬<0.1%歷史
ETRNMidstream Co LLCCOM4,394$5.95 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF600$5.32 萬<0.1%–
AELAmerican National Group Inc.COM861$4.83 萬<0.1%歷史
SWAVShockwave Medical, Inc.COM143$4.72 萬<0.1%歷史
REAXReal REMAX Group Inc.COM NEW9,400$3.63 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF800$3.53 萬<0.1%–
Valkyrie ETF Trust II91917A207BITCOIN MINERS2,500$3.51 萬<0.1%–
AIRCApartment Income REIT Corp.COM757$2.91 萬<0.1%歷史
Global X FDS37954Y293GLB X MLP ENRG I584$2.83 萬<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF380$2.67 萬<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA460$2.32 萬<0.1%–
iShares Tr46428951110+ YR INVST GRD422$2.06 萬<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF511$1.85 萬<0.1%–
Hollysys Automation Tchngy LG45667105SHS581$1.35 萬<0.1%–
iShares Tr464287770U.S. FIN SVC ETF213$1.35 萬<0.1%–
Flagstar Bank, National Association649445103COM5,090$1.35 萬<0.1%–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL434$1.34 萬<0.1%–
CRGYCrescent Energy CoCL A COM1,235$1.31 萬<0.1%歷史
Virtus ETF Tr II92790A884NEWF SHOR BD ETF500$1.28 萬<0.1%–
Lattice Strategies Tr518416870HART DI EQUI ETF236$1.15 萬<0.1%–
iShares Tr46434V860TRS FLT RT BD211$1.07 萬<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF132$1.03 萬<0.1%–
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,625$9,035<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF65$7,899<0.1%–
MCHBMechanics BancorpCL A632$7,742<0.1%歷史
Janus Detroit STR Tr47103U852HENDERSON MTG174$7,585<0.1%–
ACHAccendra Health IncStock284$7,026<0.1%歷史
XPERXperi Inc.COMMON STOCK642$6,747<0.1%歷史
Crescent PT Energy Corp22576C101COM649$5,718<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT145$5,522<0.1%–
Schwab Strategic Tr8085246985 10YR CORP BD122$5,281<0.1%–
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL44$5,232<0.1%–
DGIIDigi International IncCOM168$5,151<0.1%歷史
NTCTNetscout Systems IncCOM227$4,372<0.1%歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,961$4,236<0.1%歷史
CLDTChatham Lodging TrustCOM443$4,062<0.1%歷史
GABGabelli Equity Trust IncCOM741$3,920<0.1%歷史
ARTNAArtesian Resources CorpCL A111$3,883<0.1%歷史
HIBBHibbett IncCOM41$3,536<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW308$3,502<0.1%歷史
DOORMasonite International CorpCOM24$3,181<0.1%歷史
CNTYCentury Casinos IncCOM1,002$2,976<0.1%歷史
iShares Tr464289180MSCI EURO FL ETF128$2,848<0.1%–
CHDNChurchill Downs IncCOM22$2,838<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM900$2,799<0.1%歷史
LAZRQLuminar Technologies, Inc.COM CL A1,901$2,794<0.1%歷史
PETSPetmed Express IncCOM695$2,745<0.1%歷史
TMPTompkins Financial CorpCOM62$2,727<0.1%歷史
AVDAmerican Vanguard CorpCOM217$2,472<0.1%歷史
ADTNADTRAN Holdings, Inc.COM543$2,378<0.1%歷史
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205177$2,295<0.1%歷史
UCOProShares Trust IIULTA BLMBG 201767$2,206<0.1%歷史
EVBGEverbridge, Inc.COM61$2,120<0.1%歷史
SIXSix Flags Entertainment CorpCOM76$1,792<0.1%歷史
EVEXEve Holding, Inc.COM321$1,730<0.1%歷史
PYCRPaycor HCM, Inc.COM99$1,719<0.1%歷史
EXFYExpensify, Inc.COM CL A1,059$1,694<0.1%歷史
Sunpower Corp867652406COM758$1,561<0.1%–
GPROGoPro, Inc.CL A902$1,560<0.1%歷史
SRIStoneridge IncCOM104$1,558<0.1%歷史
MASS908 Devices Inc.COM250$1,425<0.1%歷史
LWLGLightwave Logic, Inc.COM372$1,421<0.1%歷史
CCRNCross Country Healthcare IncCOM75$1,320<0.1%歷史
TTECTTEC Holdings, Inc.COM179$1,303<0.1%歷史
TIGRUP Fintech Holding LtdSPONSORED ADS361$1,273<0.1%歷史
SKINSkinHealth Systems Inc.COM CL A388$1,253<0.1%歷史
RDUSRadius Recycling, Inc.CL A68$1,185<0.1%歷史
ODCOil-Dri Corp of AmericaCOM17$1,177<0.1%歷史
Gol Linhas Aereas Inteligent38045R206SPON ADR PFD NEW1,728$1,123<0.1%–
SABRSabre CorpCOM369$1,059<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW7$1,045<0.1%歷史
ENICEnel Chile S.A.SPONSORED ADR348$1,026<0.1%歷史
ATECAlphatec Holdings, Inc.COM NEW81$1,022<0.1%歷史
RUSHBRush Enterprises IncCL B22$900<0.1%歷史
GTNGray Media, IncCOM155$891<0.1%歷史
INBXInhibrx Biosciences, Inc.COM25$851<0.1%歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$839<0.1%–
XPELXPEL, Inc.COM15$788<0.1%歷史
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT20$773<0.1%歷史
HZOMarinemax IncCOM31$765<0.1%歷史
ARK ETF Tr00214Q807SPACE & DEFENSE50$734<0.1%–
AXIAYAXIA Energia S.A.SPONSORED ADR93$684<0.1%歷史
SPDR Series Trust78464A144ST STR CORPO ETF24$678<0.1%–
Telus Intl Cda Inc87975H100SUB VTG SHS76$639<0.1%–
Via Renewables, Inc.92556D304CL A COM NEW57$621<0.1%–
TDCX Inc87190U100ADS81$580<0.1%–
LULufax Holding LtdADS REP SHS CL A132$579<0.1%歷史
RLJRLJ Lodging TrustCOM51$561<0.1%歷史
HSAIHesai GroupSPONSORED ADS117$545<0.1%歷史
BGFVBig 5 Sporting Goods CorpCOM150$531<0.1%歷史
WWWW International, Inc.COM292$529<0.1%歷史
HKITBiddance AI Systems, Inc.ORD SHS370$522<0.1%歷史