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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
CGCCanopy Growth CorpCOM NEW113$859<0.1%+3+2.7%加碼歷史
NVCRNovoCure LtdORD SHS38$865<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18$877<0.1%+18新進–
MLCOMelco Resorts & Entertainment LTDADR154$879<0.1%−459−74.9%減碼歷史
AMNAmn Healthcare Services IncCOM13$879<0.1%−4−23.5%減碼歷史
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$889<0.1%+72新進歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF27$892<0.1%00.0%不變–
MCRBSeres Therapeutics, Inc.COM666$892<0.1%+666新進歷史
Abrdn ETFs003261104BBRG ALL COMD K146$901<0.1%00.0%不變–
AIFUAIFU Inc.SPONSORED ADR575$903<0.1%00.0%不變歷史
NOVASunnova Energy International Inc.COM128$905<0.1%00.0%不變歷史
IOTSamsara Inc.Stock24$919<0.1%+20+500.0%加碼歷史
BOCBoston Omaha CorpStock63$926<0.1%+63新進歷史
SWTXSpringWorks Therapeutics, Inc.COM26$934<0.1%+3+13.0%加碼歷史
TNETTrinet Group, Inc.COM9$939<0.1%+4+80.0%加碼歷史
GTMZoomInfo Technologies Inc.Stock84$954<0.1%−525−86.2%減碼歷史
WLYJohn Wiley & Sons, Inc.CL A20$955<0.1%+20新進歷史
PIImpinj IncCOM6$956<0.1%+6新進歷史
GPMTGranite Point Mortgage Trust Inc.COM STK327$974<0.1%+215+192.0%加碼歷史
AGIOAgios Pharmaceuticals, Inc.COM21$974<0.1%00.0%不變歷史
SEERSeer, Inc.COM CL A492$974<0.1%00.0%不變歷史
STHOStar HoldingsSHS BEN INT73$982<0.1%00.0%不變歷史
RCKYRocky Brands, Inc.COM29$994<0.1%00.0%不變歷史
ULCCFrontier Group Holdings, Inc.COM254$1,001<0.1%−715−73.8%減碼歷史
CNNECannae Holdings, Inc.COM50$1,006<0.1%00.0%不變歷史
iShares Tr46432F859CORE 1 5 YR USD21$1,008<0.1%−275−92.9%減碼–
FPIFarmland Partners Inc.COM95$1,009<0.1%00.0%不變歷史
PRCTPROCEPT BioRobotics CorpCOM16$1,013<0.1%+16新進歷史
MXLMaxlinear, IncCOM72$1,018<0.1%+15+26.3%加碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,021<0.1%00.0%不變–
CBIOCrescent Biopharma, Inc.COM4,755$1,032<0.1%+4,755新進歷史
EVTCEVERTEC, Inc.COM30$1,034<0.1%−8−21.1%減碼歷史
ETDEthan Allen Interiors IncCOM34$1,050<0.1%00.0%不變歷史
Tidal ETF Tr886364306SOFI NEXT 50075$1,052<0.1%00.0%不變–
GKOSGLAUKOS CorpCOM9$1,054<0.1%+1+12.5%加碼歷史
KAIKadant IncCOM3$1,054<0.1%+3新進歷史
Ea Series Trust02072L607FREEDOM 100 EM30$1,054<0.1%+30新進–
LCIDLucid Group, Inc.COM300$1,056<0.1%−744−71.3%減碼歷史
CTKBCytek Biosciences, Inc.COM158$1,060<0.1%00.0%不變歷史
Jacob FDS Inc469785703FORWARD ETF100$1,060<0.1%00.0%不變–
RWTRedwood Trust IncCOM146$1,061<0.1%00.0%不變歷史
APIAgora, Inc.ADS426$1,065<0.1%+399+1,477.8%加碼歷史
SMTCSemtech CorpStock34$1,079<0.1%+18+112.5%加碼歷史
ATSATS CorpCOM36$1,082<0.1%−83−69.7%減碼歷史
VOXXVOXX International CorpCL A425$1,088<0.1%00.0%不變歷史
GDOTGreen Dot CorpCL A114$1,090<0.1%00.0%不變歷史
TWSTTwist Bioscience CorpCOM20$1,116<0.1%+18+900.0%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,116<0.1%00.0%不變–
CHMICherry Hill Mortgage Investment CorpCOM292$1,118<0.1%+141+93.4%加碼歷史
GTLSChart Industries IncCOM7$1,128<0.1%00.0%不變歷史
GOODGladstone Commercial CorpCOM75$1,129<0.1%00.0%不變歷史
CLOVClover Health Investments, Corp.COM CL A592$1,131<0.1%+592新進歷史
ARAntero Resources CorpCOM39$1,132<0.1%+39新進歷史
ASTSAST SpaceMobile, Inc.COM CL A55$1,137<0.1%+55新進歷史
PRDOPerdoceo Education CorpCOM46$1,140<0.1%00.0%不變歷史
DDD3D Systems CorpCOM NEW313$1,142<0.1%−1,173−78.9%減碼歷史
FRPHFRP Holdings, Inc.COM38$1,143<0.1%−38−50.0%減碼依 2 比 1 拆股換算歷史
FFBCFirst Financial BancorpCOM42$1,149<0.1%00.0%不變歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$1,150<0.1%00.0%不變歷史
ARMArm Holdings PLCADR8$1,153<0.1%+8新進歷史
GRALGRAIL, Inc.COM75$1,154<0.1%+75新進歷史
BBTBeacon Financial CorpCOM42$1,159<0.1%00.0%不變歷史
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1,159<0.1%00.0%不變–
RHRHCOM4$1,160<0.1%−1−20.0%減碼歷史
XERSXeris Biopharma Holdings, Inc.COM468$1,161<0.1%00.0%不變歷史
NFENew Fortress Energy Inc.COM CL A59$1,165<0.1%+21+55.3%加碼歷史
JRVRJames River Group Holdings, Inc.COM135$1,166<0.1%+11+8.9%加碼歷史
CIMChimera Investment CorpCOM SHS80$1,169<0.1%−426−84.2%減碼依 1 比 3 拆股換算歷史
HAYNHaynes International IncCOM NEW20$1,191<0.1%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG115$1,198<0.1%00.0%不變歷史
ONBOld National BancorpStock60$1,201<0.1%+43+252.9%加碼歷史
EVAEnviva, LLCCOM2,851$1,203<0.1%+851+42.6%加碼歷史
CRCTCricut, Inc.COM CL A194$1,205<0.1%00.0%不變歷史
AVNTAvient CorpCOM27$1,221<0.1%00.0%不變歷史
CRVLCorvel CorpCOM4$1,227<0.1%00.0%不變歷史
RLRalph Lauren CorpCL A7$1,229<0.1%−87−92.6%減碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN21$1,234<0.1%−2−8.7%減碼–
UHTUniversal Health Realty Income TrustSH BEN INT29$1,240<0.1%+14+93.3%加碼歷史
ZETAZeta Global Holdings Corp.CL A58$1,242<0.1%+58新進歷史
CDPCopt Defense PropertiesREIT43$1,246<0.1%+21+95.5%加碼歷史
AVAVAeroVironment IncCOM7$1,250<0.1%+7新進歷史
CXTCrane NXT, Co.COM20$1,258<0.1%+20新進歷史
MLABMesa Laboratories IncCOM11$1,260<0.1%00.0%不變歷史
TIPTTiptree Inc.COM64$1,264<0.1%00.0%不變歷史
NLNli Holdings, Inc.COM NEW198$1,265<0.1%00.0%不變歷史
FFICFlushing Financial CorpCOM86$1,267<0.1%00.0%不變歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock13$1,269<0.1%+13新進歷史
ROICRetail Opportunity Investments CorpCOM85$1,271<0.1%+1+1.2%加碼歷史
NBTBNBT Bancorp IncCOM26$1,275<0.1%00.0%不變歷史
WASHWashington Trust Bancorp IncCOM40$1,280<0.1%+20+100.0%加碼歷史
BCOVBrightcove IncCOM538$1,280<0.1%00.0%不變歷史
NATRNatures Sunshine Products IncCOM75$1,283<0.1%00.0%不變歷史
HAINHain Celestial Group IncCOM166$1,285<0.1%−34−17.0%減碼歷史
RDWRRadware LtdORD57$1,292<0.1%00.0%不變歷史
BZUNBaozun Inc.SPONSORED ADR545$1,292<0.1%+545新進歷史
NUSNu Skin Enterprises, Inc.CL A116$1,301<0.1%−452−79.6%減碼歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,318<0.1%00.0%不變–
iShares U.S. Medical Devices ETF464288810ETF24$1,319<0.1%−100−80.6%減碼–
Global X FDS37954Y814FINTECH ETF50$1,319<0.1%−63−55.8%減碼–
HRMYHarmony Biosciences Holdings, Inc.COM39$1,321<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