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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
PRIPrimerica, Inc.Stock23$5,791<0.1%+12+109.1%加碼歷史
BMRCBank of Marin BancorpCOM286$5,809<0.1%+101+54.6%加碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A598$5,818<0.1%+22+3.8%加碼歷史
Victory Portfolios II92647N535SHORT TRM BD ETF116$5,820<0.1%+2+1.8%加碼–
ROGRogers CorpCOM48$5,865<0.1%00.0%不變歷史
SHAKShake Shack Inc.CL A67$5,871<0.1%−2−2.9%減碼歷史
DARDarling Ingredients Inc.COM148$5,880<0.1%+32+27.6%加碼歷史
PIMCO ETF Tr72201R619PREFERRED AND CP117$5,880<0.1%00.0%不變–
LPGDorian LPG Ltd.SHS USD144$5,884<0.1%00.0%不變歷史
MNROMonro, Inc.COM191$5,886<0.1%−72−27.4%減碼歷史
ORAOrmat Technologies, Inc.COM76$5,900<0.1%+19+33.3%加碼歷史
GLBEGlobal-E Online Ltd.SHS172$5,903<0.1%−340−66.4%減碼歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A163$5,910<0.1%+31+23.5%加碼歷史
CNXNPC Connection IncCOM83$5,940<0.1%00.0%不變歷史
MURMurphy Oil CorpCOM144$5,959<0.1%00.0%不變歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS784$5,962<0.1%+525+202.7%加碼歷史
MMSIMerit Medical Systems IncCOM70$5,971<0.1%+57+438.5%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM21$5,978<0.1%+4+23.5%加碼歷史
ITCIIntra-Cellular Therapies, Inc.COM76$5,983<0.1%+13+20.6%加碼歷史
LAZLazard, Inc.COM122$5,998<0.1%+97+388.0%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP125$6,010<0.1%00.0%不變–
OLEDUniversal Display CorpCOM27$6,011<0.1%+17+170.0%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6,014<0.1%−9−64.3%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF78$6,019<0.1%00.0%不變–
iShares Tr46435G474FALN ANGLS USD225$6,030<0.1%+14+6.6%加碼–
MSBMesabi TrustCTF BEN INT345$6,034<0.1%00.0%不變歷史
MORNMorningstar, Inc.COM19$6,035<0.1%−4−17.4%減碼歷史
WERNWerner Enterprises IncCOM154$6,036<0.1%+27+21.3%加碼歷史
OUTOUTFRONT Media Inc.COM373$6,050<0.1%00.0%不變歷史
GRBKGreen Brick Partners, Inc.COM83$6,071<0.1%+3+3.8%加碼歷史
CLFDClearfield, Inc.COM140$6,076<0.1%00.0%不變歷史
iShares Tr46435G326CORE MSCI INTL90$6,096<0.1%00.0%不變–
HIHillenbrand, Inc.COM139$6,132<0.1%−78−35.9%減碼歷史
BGCBGC Group, Inc.CL A667$6,142<0.1%+156+30.5%加碼歷史
CRSRCorsair Gaming, Inc.COM749$6,149<0.1%+133+21.6%加碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,150<0.1%00.0%不變–
ERIEErie Indemnity CoCL A14$6,175<0.1%−12−46.2%減碼歷史
SCLStepan CoCOM73$6,178<0.1%+24+49.0%加碼歷史
DVDoubleVerify Holdings, Inc.COM293$6,188<0.1%−277−48.6%減碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$6,213<0.1%+100新進–
VNETVNET Group, Inc.SPONSORED ADS A3,006$6,222<0.1%+1,650+121.7%加碼歷史
HTLDHeartland Express IncCOM481$6,239<0.1%+349+264.4%加碼歷史
PJTPJT Partners Inc.COM CL A47$6,248<0.1%+34+261.5%加碼歷史
URBNUrban Outfitters IncCOM136$6,263<0.1%−173−56.0%減碼歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE458$6,311<0.1%00.0%不變–
LBRDKLiberty Broadband CorpCOM SER C94$6,334<0.1%+86+1,075.0%加碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6,353<0.1%00.0%不變–
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS424$6,360<0.1%+106+33.3%加碼歷史
MEDMedifast IncCOM290$6,360<0.1%−89−23.5%減碼歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK307$6,376<0.1%+25+8.9%加碼歷史
VERXVertex, Inc.Stock161$6,384<0.1%00.0%不變歷史
iShares Inc464286533MSCI EMERG MRKT109$6,394<0.1%+9+9.0%加碼–
PLNTPlanet Fitness, Inc.CL A87$6,412<0.1%+7+8.8%加碼歷史
EXLSExlService Holdings, Inc.COM182$6,418<0.1%+87+91.6%加碼歷史
PVHPVH Corp.COM63$6,426<0.1%+5+8.6%加碼歷史
CLBKColumbia Financial, Inc.COM357$6,430<0.1%+118+49.4%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM23$6,440<0.1%00.0%不變歷史
AAAlcoa CorpStock195$6,443<0.1%−46−19.1%減碼歷史
CACICACI International IncCL A14$6,460<0.1%+6+75.0%加碼歷史
SASRSandy Spring Bancorp IncCOM211$6,464<0.1%00.0%不變歷史
PKSTPeakstone Realty TrustCommon Stock476$6,468<0.1%+7+1.5%加碼歷史
SHOOSteven Madden, Ltd.COM143$6,483<0.1%+29+25.4%加碼歷史
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS129$6,499<0.1%+129新進–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6,513<0.1%00.0%不變–
FCPTFour Corners Property Trust, Inc.COM240$6,514<0.1%+45+23.1%加碼歷史
MTCHMatch Group, Inc.COM171$6,522<0.1%−35−17.0%減碼歷史
UNITUniti Group Inc.COM1,700$6,528<0.1%−1,616−48.7%減碼歷史
MATVMativ Holdings, Inc.COM342$6,529<0.1%−90−20.8%減碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR150$6,531<0.1%00.0%不變–
HAYWHayward Holdings, Inc.COM442$6,537<0.1%+417+1,668.0%加碼歷史
ABEVAmbev S.A.SPONSORED ADR3,175$6,541<0.1%−13,314−80.7%減碼歷史
AMBPArdagh Metal Packaging S.A.SHS1,779$6,547<0.1%+1,460+457.7%加碼歷史
GXOGXO Logistics, Inc.Stock117$6,550<0.1%00.0%不變歷史
NTRANatera, Inc.COM64$6,553<0.1%+6+10.3%加碼歷史
ACLSAxcelis Technologies IncStock52$6,570<0.1%+14+36.8%加碼歷史
FRPTFreshpet, Inc.Stock54$6,572<0.1%−8−12.9%減碼歷史
BLCOBausch & Lomb CorpCOMMON SHARES384$6,612<0.1%−194−33.6%減碼歷史
JWNNordstrom IncStock290$6,621<0.1%+132+83.5%加碼歷史
AUDCAudiocodes LtdORD586$6,622<0.1%+46+8.5%加碼歷史
AMKRAmkor Technology, Inc.COM203$6,630<0.1%+79+63.7%加碼歷史
IMCRImmunocore Holdings plcADS167$6,630<0.1%+167新進歷史
FWRDForward Air CorpCOM262$6,645<0.1%−173−39.8%減碼歷史
CCKCrown Holdings, Inc.COM75$6,652<0.1%−645−89.6%減碼歷史
MCMoelis & CoCL A98$6,664<0.1%+14+16.7%加碼歷史
ALITAlight, Inc. / DelawareCOM CL A884$6,692<0.1%−511−36.6%減碼歷史
RMRRMR Group Inc.CL A259$6,718<0.1%00.0%不變歷史
RPDRapid7, Inc.COM171$6,728<0.1%+21+14.0%加碼歷史
HMNHorace Mann Educators CorpCOM195$6,741<0.1%00.0%不變歷史
Biomarin Pharmaceutical Inc09061GAK7NOTE 1.250% 5/17,000$6,741<0.1%+7,000新進–
USOUnited States Oil Fund, LPUNITS87$6,763<0.1%00.0%不變歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY120$6,784<0.1%+100+500.0%加碼–
Ssga Active Tr78470P309ST STR MARKE ETF159$6,787<0.1%−147−48.0%減碼–
WDFCWD 40 CoCOM26$6,801<0.1%+11+73.3%加碼歷史
FINVFinVolution GroupSPONSORED ADS1,220$6,808<0.1%−177−12.7%減碼歷史
ACADAcadia Pharmaceuticals IncCOM358$6,809<0.1%+238+198.3%加碼歷史
TYLTyler Technologies IncCOM12$6,817<0.1%+3+33.3%加碼歷史
TGTXTG Therapeutics, Inc.COM345$6,817<0.1%+342+11,400.0%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF69$6,835<0.1%00.0%不變–
CLWClearwater Paper CorpCOM124$6,878<0.1%+84+210.0%加碼歷史
FMBHFirst Mid Bancshares, Inc.COM180$6,910<0.1%00.0%不變歷史

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