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
BWXTBWX Technologies, Inc.COM19$1,899<0.1%−37−66.1%減碼歷史
OLPOne Liberty Properties IncCOM72$1,900<0.1%00.0%不變歷史
NARIInari Medical, Inc.Stock41$1,909<0.1%+40+4,000.0%加碼歷史
American Centy ETF Tr025072562AVANTIS CORE FI46$1,913<0.1%+1+2.2%加碼–
TRNOTerreno Realty CorpCOM28$1,916<0.1%+7+33.3%加碼歷史
BHRBraemar Hotels & Resorts Inc.COM540$1,917<0.1%00.0%不變歷史
TGITriumph Group IncCOM118$1,934<0.1%00.0%不變歷史
FLICFirst of Long Island CorpCOM148$1,942<0.1%+52+54.2%加碼歷史
CUBECubeSmartREIT41$1,951<0.1%+12+41.4%加碼歷史
PCTYPaylocity Holding CorpCOM13$1,951<0.1%+1+8.3%加碼歷史
iShares Inc464286509MSCI CDA ETF50$1,951<0.1%00.0%不變–
VSXYVictoria's Secret & Co.COMMON STOCK110$1,952<0.1%00.0%不變歷史
MVBFMVB Financial CorpCOM85$1,952<0.1%00.0%不變歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW79$1,960<0.1%+51+182.1%加碼歷史
AMPYAmplify Energy Corp.COM261$1,960<0.1%00.0%不變歷史
SAMBoston Beer Co IncCL A7$1,961<0.1%+7新進歷史
ALGMAllegro Microsystems, Inc.COM82$1,971<0.1%+52+173.3%加碼歷史
AZEKAZEK Co Inc.CL A44$1,975<0.1%−10−18.5%減碼歷史
OCFCOceanfirst Financial CorpCOM109$1,981<0.1%+34+45.3%加碼歷史
KCKingsoft Cloud Holdings LtdADS737$1,990<0.1%+346+88.5%加碼歷史
BBIOBridgeBio Pharma, Inc.COM77$1,998<0.1%00.0%不變歷史
NKTXNkarta, Inc.COM312$2,006<0.1%00.0%不變歷史
FORRForrester Research, Inc.COM100$2,019<0.1%+100新進歷史
INOInovio Pharmaceuticals, Inc.COM SHS191$2,036<0.1%00.0%不變歷史
APLEApple Hospitality REIT, Inc.REIT138$2,041<0.1%+35+34.0%加碼歷史
ENOVEnovis CORPCOM43$2,049<0.1%−89−67.4%減碼歷史
FOSLFossil Group, Inc.COM1,694$2,050<0.1%00.0%不變歷史
PCVXVaxcyte, Inc.COM26$2,051<0.1%+7+36.8%加碼歷史
PTCTPTC Therapeutics, Inc.COM61$2,065<0.1%+2+3.4%加碼歷史
ACMAecomCOM23$2,084<0.1%00.0%不變歷史
RMAXRE/MAX Holdings, Inc.CL A217$2,095<0.1%00.0%不變歷史
MTLSMaterialise NVSPONSORED ADS325$2,113<0.1%+53+19.5%加碼歷史
EBCEastern Bankshares, Inc.COM127$2,113<0.1%−30−19.1%減碼歷史
WMKWeis Markets IncCOM28$2,113<0.1%00.0%不變歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI103$2,127<0.1%00.0%不變–
DORMDorman Products, Inc.COM21$2,129<0.1%00.0%不變歷史
TRIPTripAdvisor, Inc.COM121$2,133<0.1%00.0%不變歷史
BURBurford Capital LtdORD SHS152$2,145<0.1%−90−37.2%減碼歷史
EFCEllington Financial Inc.COM169$2,145<0.1%00.0%不變歷史
BANFBancfirst CorpCOM20$2,149<0.1%00.0%不變歷史
AHRTAH Realty Trust, Inc.COM182$2,162<0.1%00.0%不變歷史
EVRIEveri Holdings Inc.COM168$2,162<0.1%+140+500.0%加碼歷史
LIVNLivaNova PLCSHS44$2,174<0.1%+26+144.4%加碼歷史
Schwab U.S. REIT ETF808524847ETF102$2,186<0.1%+2+2.0%加碼–
VICRVicor CorpCOM52$2,190<0.1%+52新進歷史
QDELQuidelOrtho CorpCOM56$2,200<0.1%−47−45.6%減碼歷史
CSGSCSG Systems International IncCOM47$2,201<0.1%+31+193.8%加碼歷史
GOTUGaotu Techedu Inc.SPONSORED ADS459$2,203<0.1%+453+7,550.0%加碼歷史
PRTAProthena Corp Public Ltd CoSHS95$2,212<0.1%+1+1.1%加碼歷史
CHXChampionX CorpCOM65$2,227<0.1%−1−1.5%減碼歷史
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2,231<0.1%00.0%不變–
NAPADuckhorn Portfolio, Inc.COM308$2,236<0.1%+308新進歷史
EMBCEmbecta Corp.Stock143$2,241<0.1%00.0%不變歷史
ATSGAir Transport Services Group, Inc.COM139$2,243<0.1%+139新進歷史
AVOMission Produce, Inc.COM200$2,248<0.1%00.0%不變歷史
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2,251<0.1%00.0%不變–
VTSVitesse Energy, Inc.COMMON STOCK87$2,259<0.1%00.0%不變歷史
NINENine Energy Service, Inc.COM1,198$2,264<0.1%+341+39.8%加碼歷史
EPCEdgewell Personal Care CoCOM58$2,270<0.1%+5+9.4%加碼歷史
TEXTerex CorpStock36$2,277<0.1%−10−21.7%減碼歷史
CNMDCONMED CorpCOM33$2,278<0.1%−41−55.4%減碼歷史
RYANRyan Specialty Holdings, Inc.CL A37$2,279<0.1%00.0%不變歷史
TREELendingTree, Inc.COM43$2,288<0.1%00.0%不變歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF62$2,294<0.1%00.0%不變–
SILKSilk Road Medical IncCOM85$2,296<0.1%00.0%不變歷史
BCPCBalchem CorpCOM13$2,307<0.1%00.0%不變歷史
MGNIMagnite, Inc.COM159$2,312<0.1%+117+278.6%加碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2,336<0.1%+100新進–
OMCLOmnicell, Inc.COM80$2,337<0.1%−232−74.4%減碼歷史
HTLFHeartland Financial USA IncCOM43$2,344<0.1%+13+43.3%加碼歷史
PLLPiedmont Lithium Inc.Stock234$2,345<0.1%−17−6.8%減碼歷史
BRSLBrightstar Lottery PLCSHS USD100$2,347<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26101$2,348<0.1%+101新進–
PSECProspect Capital CorpCOM432$2,350<0.1%+272+170.0%加碼歷史
STAAStaar Surgical CoCOM PAR $0.0157$2,352<0.1%+11+23.9%加碼歷史
KODKEastman Kodak CoCOM NEW406$2,359<0.1%+406新進歷史
FLUTFlutter Entertainment plcSHS12$2,369<0.1%00.0%不變歷史
IONQIonQ, Inc.COM293$2,388<0.1%00.0%不變歷史
WWWWolverine World Wide IncCOM161$2,394<0.1%00.0%不變歷史
AZZAzz IncCOM30$2,399<0.1%+25+500.0%加碼歷史
PWODPenns Woods Bancorp IncCOM101$2,406<0.1%00.0%不變歷史
TGTredegar CorpCOM424$2,421<0.1%+424新進歷史
SFSTSouthern First Bancshares IncCOM70$2,422<0.1%+18+34.6%加碼歷史
FVRRFiverr International Ltd.ORD SHS93$2,428<0.1%+53+132.5%加碼歷史
FLWS1 800 Flowers Com IncCL A235$2,435<0.1%00.0%不變歷史
QNSTQuinstreet, IncCOM131$2,450<0.1%00.0%不變歷史
Dimensional ETF Trust25434V104US CORE EQT MKT64$2,451<0.1%00.0%不變–
TWKSThoughtworks Holding, Inc.COM706$2,457<0.1%−442−38.5%減碼歷史
AHCOAdaptHealth Corp.COMMON STOCK218$2,476<0.1%00.0%不變歷史
HLITHarmonic Inc.COM169$2,478<0.1%+45+36.3%加碼歷史
REGRegency Centers CorpCOM37$2,492<0.1%+14+60.9%加碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR111$2,502<0.1%+33+42.3%加碼歷史
SHCSotera Health CoCOM181$2,511<0.1%+164+964.7%加碼歷史
VSHVishay Intertechnology IncCOM104$2,528<0.1%+104新進歷史
UNFUnifirst CorpCOM13$2,529<0.1%−20−60.6%減碼歷史
SRRKScholar Rock Holding CorpCOM279$2,533<0.1%+37+15.3%加碼歷史
PCORProcore Technologies, Inc.COM36$2,557<0.1%−2−5.3%減碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2,562<0.1%00.0%不變–
INVHInvitation Homes Inc.COM73$2,575<0.1%+32+78.0%加碼歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2,575<0.1%00.0%不變–

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