跳到主要內容
Livermore
Livermore
中文EN

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
OMFOneMain Holdings, Inc.COM157$8,205<0.1%+51+48.1%加碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG239$8,212<0.1%+77+47.5%加碼歷史
AZTAAzenta, Inc.COM132$8,222<0.1%−115−46.6%減碼歷史
JELDJELD-WEN Holding, Inc.COM493$8,228<0.1%00.0%不變歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL88$8,240<0.1%00.0%不變–
BMRNBiomarin Pharmaceutical IncCOM98$8,264<0.1%+9+10.1%加碼歷史
IMKTAIngles Markets IncCL A102$8,267<0.1%+102新進歷史
GFIGold Fields LtdSPONSORED ADR482$8,271<0.1%+257+114.2%加碼歷史
CTRECareTrust REIT, Inc.COM307$8,277<0.1%+60+24.3%加碼歷史
OISOil States International, IncCOM1,449$8,288<0.1%+32+2.3%加碼歷史
BENFranklin Templeton IncCOM363$8,301<0.1%+7+2.0%加碼歷史
iShares Tr46435U366SELF DRIVNG EV283$8,303<0.1%00.0%不變–
TDSTelephone & Data Systems IncCOM NEW392$8,310<0.1%+99+33.8%加碼歷史
NCZVirtus Convertible & Income Fund IICOM2,800$8,316<0.1%00.0%不變歷史
NOVTNovanta IncCOM46$8,335<0.1%−7−13.2%減碼歷史
MNSOMINISO Group Holding LtdSPONSORED ADS500$8,335<0.1%−8−1.6%減碼歷史
CGNXCognex CorpCOM168$8,340<0.1%+16+10.5%加碼歷史
ICLICL Group Ltd.SHS1,986$8,341<0.1%−4,139−67.6%減碼歷史
iShares Tr464287184CHINA LG-CAP ETF325$8,346<0.1%00.0%不變–
UIUbiquiti Inc.COM45$8,351<0.1%00.0%不變歷史
PGREParamount Group, Inc.COM1,597$8,368<0.1%−106−6.2%減碼歷史
RNSTRenasant CorpCOM244$8,391<0.1%00.0%不變歷史
MIDDMIDDLEBY CorpCOM62$8,406<0.1%−3−4.6%減碼歷史
DCHDauch CorpCOM1,132$8,411<0.1%+1,132新進歷史
KEKimball Electronics, Inc.Stock355$8,414<0.1%+121+51.7%加碼歷史
IMAXImax CorpCOM400$8,440<0.1%+28+7.5%加碼歷史
TPLTexas Pacific Land CorpStock10$8,450<0.1%+7+233.3%加碼歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q253$8,457<0.1%00.0%不變–
NATLNCR Atleos CorpCOM SHS264$8,488<0.1%00.0%不變歷史
PSMTPricesmart IncCOM93$8,494<0.1%+27+40.9%加碼歷史
HEI.AHeico CorpCL A45$8,556<0.1%00.0%不變歷史
INSTInstructure Holdings, Inc.COM367$8,573<0.1%−78−17.5%減碼歷史
MSMMSC Industrial Direct Co IncCL A97$8,628<0.1%−63−39.4%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN298$8,630<0.1%00.0%不變–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,646<0.1%00.0%不變歷史
RAMPLiveRamp Holdings, Inc.COM286$8,660<0.1%00.0%不變歷史
ATRAptargroup, Inc.Stock59$8,672<0.1%+13+28.3%加碼歷史
EVHEvolent Health, Inc.CL A372$8,675<0.1%+102+37.8%加碼歷史
INNSummit Hotel Properties, Inc.COM1,369$8,680<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN500$8,685<0.1%00.0%不變–
SCSCScansource, Inc.COM167$8,692<0.1%00.0%不變歷史
GLDMWorld Gold TrustSPDR GLD MINIS179$8,694<0.1%+39+27.9%加碼歷史
JBSSSanfilippo John B & Son IncCOM83$8,704<0.1%00.0%不變歷史
VBTXVeritex Holdings, Inc.COM348$8,724<0.1%00.0%不變歷史
FSLYFastly, Inc.CL A1,082$8,764<0.1%+451+71.5%加碼歷史
GOGrocery Outlet Holding Corp.COM449$8,782<0.1%+396+747.2%加碼歷史
ITGRInteger Holdings CorpCOM74$8,788<0.1%00.0%不變歷史
BIOBio-Rad Laboratories, Inc.CL A26$8,796<0.1%+4+18.2%加碼歷史
AYIAcuity Inc. (DE)Stock35$8,797<0.1%−70−66.7%減碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL173$8,809<0.1%+10+6.1%加碼–
KOSKosmos Energy Ltd.COM1,594$8,815<0.1%+184+13.0%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z583$8,833<0.1%+491+533.7%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM46$8,836<0.1%−5−9.8%減碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF421$8,841<0.1%−8,075−95.0%減碼–
PLPlanet Labs PBCCOM CL A3,500$8,890<0.1%+3,500新進歷史
WWDWoodward, Inc.COM57$8,900<0.1%+9+18.8%加碼歷史
CWENClearway Energy, Inc.CL C337$8,982<0.1%+19+6.0%加碼歷史
ALTRAltair Engineering Inc.COM CL A102$9,013<0.1%+22+27.5%加碼歷史
Invesco Exchange Traded FD T46137V290S&P500 EQL REL259$9,023<0.1%+259新進–
WNCWabash National CorpCOM420$9,026<0.1%+96+29.6%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM358$9,050<0.1%00.0%不變歷史
CVICVR Energy IncCOM317$9,066<0.1%+18+6.0%加碼歷史
JLSNuveen Mortgage & Income FundCOM500$9,105<0.1%00.0%不變歷史
RGRSturm Ruger & Co IncStock202$9,112<0.1%−293−59.2%減碼歷史
FTITechnipFMC plcCOM310$9,146<0.1%+9+3.0%加碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF337$9,173<0.1%−160−32.2%減碼–
ASHAshland Inc.COM95$9,182<0.1%−137−59.1%減碼歷史
UNFIUnited Natural Foods IncCOM594$9,207<0.1%+594新進歷史
iShares Inc46434G822MSCI JAPAN ETF131$9,297<0.1%+131新進–
LZBLa-Z-Boy IncCOM211$9,314<0.1%00.0%不變歷史
iShares Tr4642874407-10 YR TRSY BD97$9,319<0.1%00.0%不變–
FTDRFrontdoor, Inc.COM237$9,352<0.1%+24+11.3%加碼歷史
SPNTSiriusPoint LtdCOM651$9,355<0.1%00.0%不變歷史
HPPHudson Pacific Properties, Inc.COM1,566$9,380<0.1%−298−16.0%減碼歷史
FELEFranklin Electric Co IncCOM88$9,383<0.1%+33+60.0%加碼歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$9,387<0.1%+200+51.3%加碼–
SAFESafehold Inc.COM407$9,418<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW255$9,430<0.1%+12+4.9%加碼歷史
GMSGMS Inc.COM98$9,431<0.1%−13−11.7%減碼歷史
iShares Russell Top 200 Growth ETF464289438ETF45$9,456<0.1%00.0%不變–
Fidelity Covington Trust316092618ENHA HIGH YI ETF196$9,508<0.1%+6+3.2%加碼–
DGICADonegal Group IncCL A646$9,516<0.1%+646新進歷史
ENVEnvestnet, Inc.COM154$9,545<0.1%−42−21.4%減碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK691$9,563<0.1%00.0%不變歷史
ANFAbercrombie & Fitch CoCL A65$9,586<0.1%−2−3.0%減碼歷史
REZIResideo Technologies, Inc.Stock422$9,588<0.1%+64+17.9%加碼歷史
UMBFUmb Financial CorpCOM94$9,590<0.1%+2+2.2%加碼歷史
AWIArmstrong World Industries IncCOM73$9,592<0.1%+6+9.0%加碼歷史
SXCSunCoke Energy, Inc.COM820$9,594<0.1%00.0%不變歷史
ABMAbm Industries IncCOM173$9,611<0.1%+124+253.1%加碼歷史
MCYMercury General CorpCOM161$9,638<0.1%+67+71.3%加碼歷史
MACMacerich CoCOM603$9,647<0.1%−897−59.8%減碼歷史
RTORentokil Initial PLCSPONSORED ADR312$9,672<0.1%+22+7.6%加碼歷史
BANCBanc of California, Inc.COM692$9,674<0.1%00.0%不變歷史
YALAYalla Group LtdADS2,261$9,699<0.1%−3,315−59.5%減碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR621$9,706<0.1%+37+6.3%加碼歷史
CBANColony Bankcorp IncCOM626$9,721<0.1%00.0%不變歷史
ALSNAllison Transmission Holdings IncStock110$9,745<0.1%+61+124.5%加碼歷史
OPLNOPENLANE, Inc.COM545$9,745<0.1%00.0%不變歷史
NTNXNutanix, Inc.Stock193$9,749<0.1%+51+35.9%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