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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
HTGCHercules Capital, Inc.COM321$6,921<0.1%00.0%不變歷史
DKSDick's Sporting Goods, Inc.Stock32$6,923<0.1%00.0%不變歷史
NHCNational Healthcare CorpCOM51$6,944<0.1%+13+34.2%加碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF100$6,946<0.1%+100新進–
RRCRange Resources CorpCOM223$6,958<0.1%+56+33.5%加碼歷史
NIONIO Inc.ADR1,572$6,980<0.1%+104+7.1%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF125$6,980<0.1%+125新進–
VYXNCR Voyix CorpCOM475$7,006<0.1%+4+0.8%加碼歷史
POWIPower Integrations IncCOM96$7,012<0.1%−118−55.1%減碼歷史
PRFTPerficient IncCOM93$7,013<0.1%+68+272.0%加碼歷史
iShares Tr46435G524INTL DIV GRWTH100$7,064<0.1%00.0%不變–
MCIBarings Corporate InvestorsCOM377$7,076<0.1%+328+669.4%加碼歷史
EHABEnhabit, Inc.COM692$7,086<0.1%+192+38.4%加碼歷史
CIBGrupo Cibest S.A.SPON ADR PREF213$7,097<0.1%00.0%不變歷史
FNBFNB CorpCOM463$7,102<0.1%00.0%不變歷史
UVVUniversal CorpCOM133$7,105<0.1%+126+1,800.0%加碼歷史
GBCIGlacier Bancorp, Inc.COM159$7,108<0.1%−166−51.1%減碼歷史
IRDMIridium Communications Inc.COM248$7,118<0.1%00.0%不變歷史
UTZUtz Brands, Inc.COM CL A480$7,123<0.1%+471+5,233.3%加碼歷史
IPIIntrepid Potash, Inc.COM275$7,175<0.1%00.0%不變歷史
MSAMSA Safety IncCOM38$7,177<0.1%00.0%不變歷史
UAAUnder Armour, Inc.Stock1,030$7,179<0.1%+62+6.4%加碼歷史
SPDR Series Trust78464A805ST STR PR SP1500107$7,217<0.1%+107新進–
ESTCElastic N.V.ORD SHS66$7,238<0.1%+18+37.5%加碼歷史
GRABGrab Holdings LtdCLASS A ORD2,205$7,277<0.1%+156+7.6%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW105$7,278<0.1%00.0%不變–
PAASPan American Silver CorpStock317$7,285<0.1%+9+2.9%加碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR116$7,287<0.1%+82+241.2%加碼歷史
KRYSKrystal Biotech, Inc.COM35$7,297<0.1%+21+150.0%加碼歷史
PRGSProgress Software CorpCOM125$7,300<0.1%+63+101.6%加碼歷史
American Centy ETF Tr025072356REAL ESTATE ETF167$7,309<0.1%+11+7.1%加碼–
RVLVRevolve Group, Inc.CL A378$7,314<0.1%+29+8.3%加碼歷史
ACHCAcadia Healthcare Company, Inc.COM113$7,328<0.1%−53−31.9%減碼歷史
CVLTCommvault Systems IncCOM48$7,337<0.1%+9+23.1%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$7,362<0.1%00.0%不變–
GBDCGolub Capital BDC, Inc.COM482$7,365<0.1%+6+1.3%加碼歷史
HODLVanEck Bitcoin ETFSH BEN INT100$7,386<0.1%00.0%不變歷史
BCHBank of ChileSPONSORED ADS309$7,391<0.1%+112+56.9%加碼歷史
KGCKinross Gold CorpCOM817$7,402<0.1%+263+47.5%加碼歷史
HMYHarmony Gold Mining Co LtdADR763$7,416<0.1%+738+2,952.0%加碼歷史
HXLHexcel CorpCOM112$7,416<0.1%+35+45.5%加碼歷史
KWRQuaker Chemical CorpCOM41$7,444<0.1%−7−14.6%減碼歷史
THRMGentherm IncCOM135$7,449<0.1%+91+206.8%加碼歷史
HAHawaiian Holdings IncCOM584$7,470<0.1%−71−10.8%減碼歷史
TKTeekay Corp LtdCOM865$7,500<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM27$7,515<0.1%+5+22.7%加碼歷史
HAFCHanmi Financial CorpCOM NEW369$7,528<0.1%+33+9.8%加碼歷史
iShares Tr464289446RUS TOP 200 ETF56$7,541<0.1%00.0%不變–
ATKRAtkore Inc.COM56$7,560<0.1%+2+3.7%加碼歷史
SLABSilicon Laboratories Inc.Stock63$7,568<0.1%+31+96.9%加碼歷史
PLTKPlaytika Holding Corp.COM1,000$7,630<0.1%−118−10.6%減碼歷史
CBSHCommerce Bancshares IncStock118$7,636<0.1%+18+18.0%加碼歷史
AGFirst Majestic Silver CorpCOM1,237$7,645<0.1%00.0%不變歷史
RMBSRambus IncCOM149$7,665<0.1%+34+29.6%加碼歷史
TWITitan International IncCOM902$7,685<0.1%+902新進歷史
PDSPrecision Drilling CorpCOM NEW100$7,685<0.1%00.0%不變歷史
UDRUDR, Inc.COM192$7,694<0.1%+20+11.6%加碼歷史
AFYAAfya LtdCL A COM429$7,701<0.1%+418+3,800.0%加碼歷史
AUAngloGold Ashanti PLCCOM SHS275$7,722<0.1%+65+31.0%加碼歷史
DNLIDenali Therapeutics Inc.COM317$7,725<0.1%+25+8.6%加碼歷史
MMIMarcus & Millichap, Inc.COM196$7,764<0.1%+73+59.3%加碼歷史
PSNParsons CorpCOM85$7,766<0.1%+2+2.4%加碼歷史
CAKECheesecake Factory IncCOM200$7,778<0.1%00.0%不變歷史
COTYCoty Inc.COM CL A784$7,801<0.1%−856−52.2%減碼歷史
NENoble Corp plcORD SHS A166$7,839<0.1%−28−14.4%減碼歷史
ZZillow Group, Inc.CL C CAP STK161$7,841<0.1%+9+5.9%加碼歷史
Copel-ADR20441B605ADR1,108$7,856<0.1%+348+45.8%加碼–
SBHSally Beauty Holdings, Inc.COM687$7,866<0.1%+193+39.1%加碼歷史
WTIW&T Offshore IncCOM3,264$7,866<0.1%+2,874+736.9%加碼歷史
SVMSilvercorp Metals IncCOM2,109$7,867<0.1%+52+2.5%加碼歷史
SFNCSimmons First National CorpCL A $1 PAR366$7,880<0.1%+317+646.9%加碼歷史
MCSMarcus CorpCOM627$7,894<0.1%+627新進歷史
KOPKoppers Holdings Inc.COM194$7,898<0.1%00.0%不變歷史
WTFCWintrust Financial CorpCOM73$7,899<0.1%00.0%不變歷史
VVVValvoline IncCOM170$7,905<0.1%00.0%不變歷史
XPEVXpeng Inc.ADS982$7,914<0.1%+609+163.3%加碼歷史
BCBPBCB Bancorp IncCOM625$7,925<0.1%+310+98.4%加碼歷史
TCPCBlackRock TCP Capital Corp.COM750$7,928<0.1%00.0%不變歷史
QSRRestaurant Brands International Inc.COM113$7,930<0.1%−1−0.9%減碼歷史
NABLN-able, Inc.COMMON STOCK570$7,946<0.1%00.0%不變歷史
GFLGFL Environmental Inc.SUB VTG SHS205$7,958<0.1%+24+13.3%加碼歷史
AAMIAcadian Asset Management Inc.COM304$7,962<0.1%00.0%不變歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$7,965<0.1%00.0%不變–
BDCBelden Inc.COM86$7,972<0.1%+3+3.6%加碼歷史
CCOICogent Communications Holdings, Inc.COM NEW113$7,977<0.1%+66+140.4%加碼歷史
SVCService Properties TrustCOM SH BEN INT1,411$8,000<0.1%−379−21.2%減碼歷史
ARMKAramarkCOM234$8,012<0.1%−1,050−81.8%減碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS96$8,015<0.1%+96新進–
UAUnder Armour, Inc.CL C1,181$8,019<0.1%+771+188.0%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM580$8,050<0.1%00.0%不變歷史
MGYMagnolia Oil & Gas CorpCL A296$8,064<0.1%+23+8.4%加碼歷史
Barnes Group Inc067806109COM200$8,068<0.1%+29+17.0%加碼–
CENXCentury Aluminum CoCOM535$8,084<0.1%+32+6.4%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW931$8,100<0.1%+517+124.9%加碼歷史
iShares Tr46435G219INVT GRAD SY ETF179$8,104<0.1%+179新進–
CSWCSW Industrials, Inc.COM25$8,110<0.1%+9+56.3%加碼歷史
NNINelnet IncCL A72$8,115<0.1%+1+1.4%加碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL88$8,117<0.1%−156−63.9%減碼–
FFINFirst Financial Bankshares IncCOM211$8,129<0.1%00.0%不變歷史
BLDQXO Insulation, LLCStock17$8,135<0.1%+2+13.3%加碼歷史

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