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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
WWRWestwater Resources, Inc.COM NEW500$254<0.1%00.0%不變歷史
SPCEVirgin Galactic Holdings, IncStock36$256<0.1%+2+6.7%加碼依 1 比 20 拆股換算歷史
SONOSonos IncCOM19$257<0.1%+14+280.0%加碼歷史
PSQHPSQ Holdings, Inc.CL A100$262<0.1%+100新進歷史
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU6$266<0.1%+6新進–
ASIXAdvanSix Inc.COM10$280<0.1%00.0%不變歷史
STCStewart Information Services CorpCOM4$283<0.1%+4新進歷史
GRNBarclays Bank PLCETN 4911$298<0.1%+11新進歷史
Dada Nexus Ltd23344D108ADS228$301<0.1%−53−18.9%減碼–
CUTRCutera IncCOM222$311<0.1%+222新進歷史
SPTSprout Social, Inc.COM CL A8$313<0.1%−112−93.3%減碼歷史
AMTBAmerant Bancorp Inc.CL A14$315<0.1%00.0%不變歷史
ARRYArray Technologies, Inc.COM SHS30$316<0.1%−229−88.4%減碼歷史
BBBLACKBERRY LtdCOM133$322<0.1%+98+280.0%加碼歷史
KLXEKLX Energy Services Holdings, Inc.COM NEW47$324<0.1%−187−79.9%減碼歷史
ENVXEnovix CorpCOM23$331<0.1%+23新進歷史
Azul S A05501U106SPONSR ADR PFD79$333<0.1%−218−73.4%減碼–
ATRAAtara Biotherapeutics, Inc.COM35$344<0.1%+35新進歷史
GGALGrupo Financiero Galicia SASPONSORED ADR12$348<0.1%+12新進歷史
NCNOnCino, Inc.COM11$360<0.1%−7−38.9%減碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$360<0.1%00.0%不變–
LSPDLightspeed Commerce Inc.SUB VTG SHS27$362<0.1%+16+145.5%加碼歷史
FIVEFive Below, IncCOM5$364<0.1%−28−84.8%減碼歷史
AMWLAmerican Well CorpCOM CL A NEW46$368<0.1%+46新進歷史
LFSTLifeStance Health Group, Inc.COM68$375<0.1%−107−61.1%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%不變–
YPFYpf Sociedad AnonimaSPON ADR CL D19$379<0.1%+19新進歷史
iShares Tr46434V696CORE MSCI PAC6$381<0.1%00.0%不變–
VIRVir Biotechnology, Inc.COM38$386<0.1%+3+8.6%加碼歷史
RENTRent the Runway, Inc.CL A NEW26$387<0.1%+26新進歷史
IMRXImmuneering CorpCLASS A COM345$390<0.1%+345新進歷史
GRTSGritstone bio, Inc.COM649$390<0.1%00.0%不變歷史
KYNBKyntra Bio, Inc.COM734$396<0.1%00.0%不變歷史
DCBODocebo Inc.COM10$398<0.1%+10新進歷史
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$398<0.1%00.0%不變–
RAPTRAPT Therapeutics, Inc.COM127$399<0.1%+127新進歷史
IMVTImmunovant, Inc.COM14$407<0.1%+11+366.7%加碼歷史
GMEGameStop Corp.Stock18$408<0.1%+13+260.0%加碼歷史
RCMR1 RCM Inc.COM32$412<0.1%+22+220.0%加碼歷史
GEVOGevo, Inc.COM PAR714$415<0.1%+714新進歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC9$419<0.1%00.0%不變–
ADTADT Inc.COM54$420<0.1%+35+184.2%加碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW24$421<0.1%−181−88.3%減碼歷史
PHRPhreesia, Inc.COM17$424<0.1%+17新進歷史
SGHCSuper Group (SGHC) LtdORD SHS112$429<0.1%+112新進歷史
ALLKAllakos Inc.COM477$429<0.1%00.0%不變歷史
WKWorkiva IncCOM CL A6$443<0.1%+4+200.0%加碼歷史
CYRXCryoport, Inc.COM PAR $0.00148$443<0.1%+36+300.0%加碼歷史
CALYCallaway Golf CoCOM27$446<0.1%+6+28.6%加碼歷史
AVIRAtea Pharmaceuticals, Inc.COM118$451<0.1%+118新進歷史
CANCanaan Inc.SPONSORED ADS452$452<0.1%+452新進歷史
DKDelek US Holdings, Inc.COM19$452<0.1%+19新進歷史
RKTRocket Companies, Inc.Stock28$453<0.1%+17+154.5%加碼歷史
VECOVeeco Instruments IncCOM11$456<0.1%+11新進歷史
AMTXAemetis, IncCOM NEW143$459<0.1%+143新進歷史
LPROOpen Lending CorpCOM73$460<0.1%+43+143.3%加碼歷史
PDPagerDuty, Inc.COM22$460<0.1%+22新進歷史
PUBMPubMatic, Inc.COM CL A21$461<0.1%+21新進歷史
Townebank Portsmouth Va89214P109COM14$465<0.1%+14新進–
RNWReNew Energy Global plcCL A SHS80$466<0.1%+80新進歷史
BYNDBeyond Meat, Inc.COM75$471<0.1%+70+1,400.0%加碼歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$473<0.1%00.0%不變歷史
Carnival Corp Ltd.14365C103ADR31$475<0.1%+23+287.5%加碼–
FIGSFIGS, Inc.CL A73$476<0.1%+48+192.0%加碼歷史
CORZCore Scientific, Inc.COM49$478<0.1%+49新進歷史
ACVAACV Auctions Inc.COM CL A28$478<0.1%00.0%不變歷史
AXNXAxonics, Inc.COM7$479<0.1%00.0%不變歷史
FAFirst Advantage CorpCOM28$482<0.1%+28新進歷史
CRICarters IncCOM8$484<0.1%−65−89.0%減碼歷史
LEGHLegacy Housing CorpCOM17$484<0.1%+17新進歷史
MTNBMatinas BioPharma Holdings, Inc.COM3,000$484<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$494<0.1%00.0%不變–
IVRInvesco Mortgage Capital Inc.COM55$499<0.1%+55新進歷史
CCCCCC Intelligent Solutions Holdings Inc.COM49$503<0.1%+5+11.4%加碼歷史
FRHCFreedom Holding Corp.COM6$505<0.1%+6新進歷史
iShares Tr46429B507MSCI IRELAND ETF7$510<0.1%−6,187−99.9%減碼–
CABACabaletta Bio, Inc.COM72$511<0.1%+72新進歷史
VITLVital Farms, Inc.COM14$511<0.1%+14新進歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$512<0.1%+10新進–
BBDBank BradescoSP ADR PFD NEW231$513<0.1%−912−79.8%減碼歷史
BOOMDMC Global Inc.COM38$513<0.1%+38新進歷史
CNSCohen & Steers, Inc.COM6$515<0.1%+6新進歷史
KLRSKalaris Therapeutics, Inc.COM695$515<0.1%−634−47.7%減碼歷史
NVEENV5 Global, Inc.COM5$516<0.1%00.0%不變歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$518<0.1%00.0%不變–
BLBlackline, Inc.COM11$523<0.1%+7+175.0%加碼歷史
VTLEVital Energy, Inc.COM12$523<0.1%+12新進歷史
BWINBaldwin Insurance Group, Inc.COM CL A12$525<0.1%+12新進歷史
RXRXRecursion Pharmaceuticals, Inc.CL A64$525<0.1%+64新進歷史
EVOEvotec SESPONSORED ADS111$528<0.1%+111新進歷史
NGNovagold Resources IncCOM NEW111$531<0.1%+70+170.7%加碼歷史
SNSharkNinja, Inc.COM SHS7$538<0.1%+7新進歷史
REIRing Energy, Inc.COM273$538<0.1%−2,355−89.6%減碼歷史
PENGPenguin Solutions, Inc.SHS23$538<0.1%+15+187.5%加碼歷史
LACLithium Americas Corp.Stock200$542<0.1%+52+35.1%加碼歷史
GSHDGoosehead Insurance, Inc.COM CL A6$542<0.1%+6新進歷史
ARRArmour Residential REIT, Inc.COM SHS27$545<0.1%+27新進歷史
ELSEquity Lifestyle Properties IncCOM8$549<0.1%00.0%不變歷史
OPTUOptimum Communications, Inc.CL A263$550<0.1%00.0%不變歷史
NXHNeighborhood Intelligence, Inc.COM49$554<0.1%+48+4,800.0%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