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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
BFSSaul Centers, Inc.COM14$554<0.1%−13−48.1%減碼歷史
DAOYoudao, Inc.SPONSORED ADS179$555<0.1%−101−36.1%減碼歷史
CLPRClipper Realty Inc.COM141$556<0.1%+141新進歷史
RPTRithm Property Trust Inc.COM159$558<0.1%+159新進歷史
OGIOrganigram Global Inc.Stock337$566<0.1%00.0%不變歷史
NKLANikola CorpCOM NEW63$566<0.1%+14+28.1%加碼依 1 比 30 拆股換算歷史
iShares Tr464288257MSCI ACWI ETF5$571<0.1%00.0%不變–
OPADOfferpad Solutions Inc.COM CL A129$573<0.1%00.0%不變歷史
FLLFull House Resorts IncCOM102$574<0.1%00.0%不變歷史
LGIHLGI Homes, Inc.COM5$575<0.1%+2+66.7%加碼歷史
MNKDMannkind CorpCOM NEW100$576<0.1%00.0%不變歷史
AVDXAvidXchange Holdings, Inc.COM65$581<0.1%+65新進歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW76$587<0.1%+76新進歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF29$588<0.1%00.0%不變–
PRMEPrime Medicine, Inc.COM106$595<0.1%+106新進歷史
RILYBRC Group Holdings, Inc.COM31$595<0.1%−202−86.7%減碼歷史
BCABBioAtla, Inc.COM329$595<0.1%+329新進歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG52$601<0.1%+4+8.3%加碼歷史
PDSBPDS Biotechnology CorpCOM169$602<0.1%+169新進歷史
IDYAIDEAYA Biosciences, Inc.COM14$603<0.1%+14新進歷史
HGVHilton Grand Vacations Inc.COM14$605<0.1%00.0%不變歷史
OPIOffice Properties Income TrustCOM SHS BEN INT244$608<0.1%+244新進歷史
CLNEClean Energy Fuels Corp.COM216$616<0.1%−776−78.2%減碼歷史
PRVAPrivia Health Group, Inc.COM30$622<0.1%+30新進歷史
TBRGTruBridge, Inc.COM56$628<0.1%00.0%不變歷史
RUMRUM Group Inc.Stock100$632<0.1%00.0%不變歷史
VINPVinci Compass Investments Ltd.COM CL A56$632<0.1%+56新進歷史
SBDSSolo Brands, Inc.COM CL A266$636<0.1%00.0%不變歷史
IRBTiRobot CorpCOM54$637<0.1%00.0%不變歷史
HCPHashiCorp, Inc.COM CL A19$641<0.1%+7+58.3%加碼歷史
NGVTIngevity CorpCOM14$642<0.1%−39−73.6%減碼歷史
UPSTUpstart Holdings, Inc.COM23$643<0.1%+21+1,050.0%加碼歷史
WTBAWest Bancorporation IncCAP STK31$643<0.1%00.0%不變歷史
BLUEbluebird bio, Inc.COM555$644<0.1%+555新進歷史
TCBKTrico BancsharesCOM14$651<0.1%+14新進歷史
FBKFB Financial CorpCOM14$654<0.1%+14新進歷史
MHDBlackRock Muniholdings Fund, Inc.COM54$654<0.1%00.0%不變歷史
RMRegional Management Corp.COM20$654<0.1%00.0%不變歷史
WOLFWolfspeed, Inc.Stock35$660<0.1%−73−67.6%減碼歷史
KLICKulicke & Soffa Industries IncCOM14$661<0.1%+14新進歷史
NECBNorthEast Community Bancorp, Inc.COM29$661<0.1%+29新進歷史
VRNSVaronis Systems IncCOM12$662<0.1%+7+140.0%加碼歷史
EEExcelerate Energy, Inc.CL A COM33$664<0.1%00.0%不變歷史
HTOH2O AmericaCOM11$667<0.1%+11新進歷史
MHOM/I Homes, Inc.COM4$667<0.1%00.0%不變歷史
RIGLRigel Pharmaceuticals IncCOM NEW63$667<0.1%+63新進歷史
FBNCFirst BancorpCOM16$669<0.1%+16新進歷史
ZDZiff Davis, Inc.COM14$670<0.1%−374−96.4%減碼歷史
UEUrban Edge PropertiesCOM33$670<0.1%00.0%不變歷史
AGYSAgilysys IncCOM6$673<0.1%00.0%不變歷史
UTLUnitil CorpCOM11$674<0.1%+11新進歷史
CODICompass Diversified HoldingsSH BEN INT28$674<0.1%+28新進歷史
OTTROtter Tail CorpCOM7$678<0.1%+7新進歷史
RRRRed Rock Resorts, Inc.CL A12$684<0.1%00.0%不變歷史
EFSCEnterprise Financial Services CorpCOM13$687<0.1%+13新進歷史
OECOrion S.A.COM28$689<0.1%+4+16.7%加碼歷史
MBIMbia IncCOM157$691<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT33$702<0.1%+33新進–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF26$703<0.1%+10+62.5%加碼–
CATYCathay General BancorpCOM16$709<0.1%−23−59.0%減碼歷史
BHMBluerock Homes Trust, Inc.COM CL A38$709<0.1%00.0%不變歷史
MEHCQChrome Holding Co.CLASS A COM1,773$709<0.1%00.0%不變歷史
BWBBridgewater Bancshares IncCOM52$718<0.1%00.0%不變歷史
ALKTAlkami Technology, Inc.Stock22$720<0.1%+7+46.7%加碼歷史
RIOTRiot Platforms, Inc.COM71$724<0.1%+66+1,320.0%加碼歷史
MCBSMetroCity Bankshares, Inc.COM23$727<0.1%+23新進歷史
BCRXBiocryst Pharmaceuticals IncCOM100$728<0.1%00.0%不變歷史
BCLIBrainstorm Cell Therapeutics Inc.COM NEW2,128$728<0.1%00.0%不變歷史
FUBOFuboTV Inc.COM501$732<0.1%+501新進歷史
FIZZNational Beverage CorpCOM15$732<0.1%+6+66.7%加碼歷史
AUPHAurinia Pharmaceuticals Inc.COM126$741<0.1%+27+27.3%加碼歷史
SEISolaris Energy Infrastructure, Inc.COM CL A57$750<0.1%+57新進歷史
HCIHCI Group, Inc.COM8$754<0.1%00.0%不變歷史
NAVINavient CorpCOM46$755<0.1%+35+318.2%加碼歷史
FOLDAmicus Therapeutics, Inc.COM74$763<0.1%+17+29.8%加碼歷史
ANVSAnnovis Bio, Inc.COM83$773<0.1%+83新進歷史
LTRXLantronix IncCOM NEW190$779<0.1%00.0%不變歷史
KMTKennametal IncCOM30$784<0.1%−52−63.4%減碼歷史
SANASana Biotechnology, Inc.COM129$786<0.1%00.0%不變歷史
RPAYRepay Holdings CorpCOM CL A82$789<0.1%+60+272.7%加碼歷史
NVAXNovavax IncCOM NEW62$794<0.1%+2+3.3%加碼歷史
SUMSummit Materials, Inc.CL A19$794<0.1%−6−24.0%減碼歷史
AEVAAeva Technologies, Inc.COM NEW220$799<0.1%+200+1,000.0%加碼歷史
TRMKTrustmark CorpCOM23$799<0.1%+23新進歷史
UPWKUpwork, IncCOM66$800<0.1%+66新進歷史
ASMBAssembly Biosciences, Inc.COM NEW55$803<0.1%00.0%不變歷史
EQXEquinox Gold Corp.COM143$804<0.1%+55+62.5%加碼歷史
TPICQTpi Composites, IncCOM189$805<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$817<0.1%−131−91.6%減碼–
CFLTConfluent, Inc.CLASS A COM33$825<0.1%+12+57.1%加碼歷史
FNGRFingerMotion, Inc.COM390$827<0.1%00.0%不變歷史
SASeabridge Gold IncCOM50$830<0.1%00.0%不變歷史
QUREuniQure N.V.SHS109$835<0.1%+109新進歷史
SPDR Series Trust78468R408ST TERM HIGH ETF33$837<0.1%+33新進–
VCYTVeracyte, Inc.COM35$840<0.1%+25+250.0%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF6$849<0.1%00.0%不變–
OMOutset Medical, Inc.COM240$852<0.1%+16+7.1%加碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR32$853<0.1%−98−75.4%減碼歷史
QFINQfin Holdings, Inc.AMERICAN DEP42$853<0.1%00.0%不變歷史
FRSTPrimis Financial Corp.COM65$858<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