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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
CONNConns IncCOM1$00.0%00.0%不變歷史
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%不變–
Qiwi PLC74735M108SPON ADR REP B13$00.0%00.0%不變–
SVASinovac Biotech LtdSHS4$00.0%00.0%不變歷史
Advanced Marketing Services25456U109Stock1$00.0%00.0%不變–
CEPLCapstone Energy Plus, Inc.Stock1,000$00.0%00.0%不變歷史
CREGSmart Powerr Corp.COM1$1<0.1%+1新進歷史
First Rep BK San Francisco C33616C100COM86$1<0.1%+71+473.3%加碼–
NVTAInvitae CorpCOM1,357$1<0.1%+43+3.3%加碼歷史
WKHSWorkhorse Group Inc.COM SHS1$1<0.1%+1+100.0%加碼依 1 比 20 拆股換算歷史
TXMDTherapeuticsMD, Inc.COM NEW1$2<0.1%00.0%不變歷史
MURAMural Oncology plcORD SHS1$4<0.1%−152−99.3%減碼歷史
UNLUnited States 12 Month Natural Gas Fund, LPUNIT BEN INT1$7<0.1%+1新進歷史
Diana Shipping Inc.Y2066G138*W EXP 12/14/20224$9<0.1%00.0%不變–
LSFLaird Superfood, Inc.COM STK3$12<0.1%+3新進歷史
Uscf ETF Tr90290T882MIDS ENE INC ETF0$13<0.1%0不變–
FIRYFiry Inc.COM CL A2$13<0.1%+2新進歷史
CTXRCitius Pharmaceuticals, Inc.COM NEW16$14<0.1%00.0%不變歷史
WRBYWarby Parker Inc.CL A COM1$16<0.1%+1新進歷史
BTCYBiotricity Inc.Com23$16<0.1%00.0%不變歷史
KODKodiak Sciences Inc.COM7$20<0.1%+7新進歷史
GOEVCanoo Inc.CL A COM NEW10$20<0.1%+10新進歷史
OLPXOlaplex Holdings, Inc.COM11$23<0.1%00.0%不變歷史
ADNTAdient plcStock1$26<0.1%−1−50.0%減碼歷史
CLLSCellectis S.A.SPON ADS13$29<0.1%00.0%不變歷史
VHCVirnetX Holding CorpCOM5$32<0.1%00.0%不變歷史
ICHRIchor Holdings, Ltd.SHS1$34<0.1%00.0%不變歷史
SHYFShyft Group, Inc.COM2$34<0.1%00.0%不變歷史
NADNuveen Quality Municipal Income FundCOM3$35<0.1%00.0%不變歷史
INTAIntapp, Inc.COM1$36<0.1%00.0%不變歷史
HTZWWHertz Global Holdings, IncCommon Stock13$37<0.1%00.0%不變歷史
STGWStagwell IncCOM CL A6$40<0.1%00.0%不變歷史
MITKMitek Systems IncCOM NEW3$40<0.1%00.0%不變歷史
LLLL Flooring Holdings, Inc.COM50$40<0.1%00.0%不變歷史
CNFCNFinance Holdings Ltd.SPON ADS40$43<0.1%00.0%不變歷史
SDGRSchrodinger, Inc.COM2$45<0.1%00.0%不變歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A1$46<0.1%00.0%不變歷史
DLOdLocal LtdCLASS A COM6$46<0.1%−747−99.2%減碼歷史
WORWorthington Enterprises, Inc.COM1$50<0.1%−66−98.5%減碼歷史
ALHCAlignment Healthcare, Inc.COM6$52<0.1%+6新進歷史
VSTSVestis CorpCOM SHS4$52<0.1%−85−95.5%減碼歷史
LELands' End, Inc.COM3$53<0.1%00.0%不變歷史
OPENOpendoor Technologies Inc.COM24$56<0.1%+24新進歷史
MFAMfa Financial, Inc.COM5$56<0.1%00.0%不變歷史
iShares Global Clean Energy ETF464288224ETF4$57<0.1%00.0%不變–
ProShares Tr74348A210SHRT RUSSELL20003$57<0.1%+3新進–
SIDNational Steel CoSPONSORED ADR27$57<0.1%−70−72.2%減碼歷史
SEDGSolaredge Technologies, Inc.COM2$58<0.1%−50−96.2%減碼歷史
TTGTTechTarget, Inc.COM2$64<0.1%00.0%不變歷史
Curevac N VN2451R105COM17$64<0.1%+17新進–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN3$65<0.1%+3新進–
FLNCFluence Energy, Inc.COM CL A4$66<0.1%00.0%不變歷史
GOCOGoHealth, Inc.CL A NEW5$66<0.1%+5新進歷史
FTHMFathom Holdings Inc.COM32$68<0.1%+32新進歷史
Momentus Inc.60879E119*W EXP 05/15/2026,400$70<0.1%+6,400新進–
Maxeon Solar Technologies LTY58473102SHS397$71<0.1%+246+162.9%加碼–
DMDesktop Metal, Inc.COM CL A15$71<0.1%+15新進歷史
ProShares Tr74347X633ULTRA FNCLS NEW1$72<0.1%00.0%不變–
QVCGAOld QVC Group, Inc.COM SER A100$72<0.1%00.0%不變歷史
CMRCCommerce.com, Inc.COM SER 19$73<0.1%+9新進歷史
CARGCarGurus, Inc.COM CL A3$74<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM8$75<0.1%−154−95.1%減碼歷史
QCRHQCR Holdings IncCOM1$76<0.1%00.0%不變歷史
CRNCCerence Inc.COM24$76<0.1%−218−90.1%減碼歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock25$76<0.1%00.0%不變–
DHCDiversified Healthcare TrustCOM SH BEN INT23$77<0.1%00.0%不變歷史
HCKTHackett Group, Inc.COM3$82<0.1%00.0%不變歷史
ZIMVZimVie Inc.Stock4$85<0.1%00.0%不變歷史
INBXInhibrx Biosciences, Inc.COM6$87<0.1%+6新進歷史
Victory Portfolios II92647N782VCSHS US 500 ENH1$88<0.1%−3,071−100.0%減碼–
TBHCBrand House Collective, Inc.COM50$90<0.1%00.0%不變歷史
HAPNHappen, Inc.COM NEW8$100<0.1%00.0%不變歷史
ASANAsana, Inc.CL A7$102<0.1%+2+40.0%加碼歷史
OESXOrion Energy Systems, Inc.COM100$108<0.1%00.0%不變歷史
STEMStem, Inc.CL A89$109<0.1%+89新進歷史
SRGSeritage Growth PropertiesCL A22$112<0.1%−43−66.2%減碼歷史
Brookfield Business PartnersG16234109UNIT LTD L P6$122<0.1%+6新進–
FUNDSprott Focus Trust Inc.COM16$130<0.1%00.0%不變歷史
BOOTBoot Barn Holdings, Inc.COM1$133<0.1%+1新進歷史
HCATHealth Catalyst, Inc.COM18$133<0.1%+18新進歷史
CURICuriosityStream Inc.COM CL A122$134<0.1%+122新進歷史
PGENPrecigen, Inc.COM93$141<0.1%00.0%不變歷史
BINIBollinger Innovations, Inc.COM NEW132$153<0.1%+132新進歷史
DAVAEndava plcADS5$159<0.1%−3−37.5%減碼歷史
LEN.BLennar CorpCL B1$165<0.1%00.0%不變歷史
JAMFJamf Holding Corp.COM9$165<0.1%+9新進歷史
SMLRSemler Scientific, Inc.COM5$166<0.1%+5新進歷史
CSTLCastle Biosciences IncCOM7$169<0.1%+7新進歷史
BlackSky Technology Inc.09263B116*W EXP 10/30/2025,000$176<0.1%+5,000新進–
TWOU2U, LLCCOM NEW69$185<0.1%−1−1.0%減碼依 1 比 30 拆股換算歷史
SFIXStitch Fix, Inc.Stock40$188<0.1%+40新進歷史
Sprott FDS Tr85208P303URANIUM MINERS E4$188<0.1%+4新進–
AGENAgenus IncCOM NEW33$199<0.1%+33新進歷史
RDFNRedfin CorpCOM25$204<0.1%+20+400.0%加碼歷史
COURCoursera, Inc.COM22$205<0.1%−924−97.7%減碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS27$206<0.1%+27新進歷史
GTXGarrett Motion Inc.Stock26$228<0.1%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM5$229<0.1%+5新進歷史
HOLOMicroCloud Hologram Inc.ORDINARY SHARES518$237<0.1%+518新進歷史
INMDInMode Ltd.SHS14$254<0.1%+14新進歷史

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