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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
WENWendy's CoStock195$3,302<0.1%+42+27.5%加碼歷史
GEOGeo Group IncCOM228$3,306<0.1%00.0%不變歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS37$3,312<0.1%−12−24.5%減碼歷史
GPREGreen Plains Inc.COM188$3,333<0.1%−3−1.6%減碼歷史
CPRICapri Holdings LtdSHS100$3,354<0.1%−3−2.9%減碼歷史
YELPYelp IncCL A93$3,388<0.1%+33+55.0%加碼歷史
VMEOVimeo, Inc.COMMON STOCK843$3,389<0.1%00.0%不變歷史
ALXAlexanders IncCOM14$3,392<0.1%00.0%不變歷史
BEBloom Energy CorpCOM CL A251$3,398<0.1%+15+6.4%加碼歷史
WLKWestlake CorpCOM23$3,401<0.1%+2+9.5%加碼歷史
SWXSouthwest Gas Holdings, Inc.COM46$3,411<0.1%+29+170.6%加碼歷史
CYTKCytokinetics IncCOM NEW58$3,423<0.1%+7+13.7%加碼歷史
HELEHelen of Troy LtdStock58$3,428<0.1%+5+9.4%加碼歷史
CWHCamping World Holdings, Inc.CL A150$3,432<0.1%+150新進歷史
DMCDel Monte CorpORD137$3,432<0.1%+134+4,466.7%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE82$3,433<0.1%00.0%不變–
AMRCAmeresco, Inc.CL A109$3,441<0.1%+6+5.8%加碼歷史
JMIAJumia Technologies AGSPONSORED ADS285$3,443<0.1%+285新進歷史
FAFFirst American Financial CorpStock57$3,454<0.1%00.0%不變歷史
NIUNiu TechnologiesADS1,745$3,455<0.1%−368−17.4%減碼歷史
INDVIndivior Pharmaceuticals, Inc.ORD252$3,465<0.1%00.0%不變歷史
LGNDLigand Pharmaceuticals IncCOM NEW32$3,488<0.1%+2+6.7%加碼歷史
PENNPENN Entertainment, Inc.COM175$3,494<0.1%+89+103.5%加碼歷史
SLCAU.S. Silica Holdings, Inc.COM227$3,516<0.1%00.0%不變歷史
VKTXViking Therapeutics, Inc.COM62$3,534<0.1%+10+19.2%加碼歷史
SNBRQSleep Number CorpCOM300$3,540<0.1%00.0%不變歷史
CERECerevel Therapeutics Holdings, Inc.COM79$3,552<0.1%+7+9.7%加碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM67$3,559<0.1%+33+97.1%加碼歷史
FOXFFox Factory Holding CorpCOM67$3,577<0.1%+49+272.2%加碼歷史
PFGCPerformance Food Group CoCOM52$3,588<0.1%+34+188.9%加碼歷史
BPOPPopular, Inc.COM NEW35$3,592<0.1%+28+400.0%加碼歷史
AGROAdecoagro S.A.COM372$3,594<0.1%−30−7.5%減碼歷史
BILLBILL Holdings, Inc.Stock72$3,597<0.1%+11+18.0%加碼歷史
BOKFBok Financial CorpCOM NEW35$3,599<0.1%+35新進歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,600<0.1%+33新進–
TFSLTFS Financial CORPCOM266$3,607<0.1%+126+90.0%加碼歷史
DUOLDuolingo, Inc.CL A COM21$3,611<0.1%00.0%不變歷史
FATEFate Therapeutics IncCOM682$3,635<0.1%00.0%不變歷史
VOYAVoya Financial, Inc.COM50$3,636<0.1%−347−87.4%減碼歷史
MDUMdu Resources Group IncStock135$3,637<0.1%+6+4.7%加碼歷史
APPNAppian CorpCL A99$3,657<0.1%+40+67.8%加碼歷史
AEOAmerican Eagle Outfitters IncCOM166$3,660<0.1%+43+35.0%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP86$3,677<0.1%00.0%不變–
Listed FD Tr53656F474TRUESHARES LW VO117$3,706<0.1%+117新進–
BFSTBusiness First Bancshares, Inc.COM146$3,711<0.1%00.0%不變歷史
IBRXImmunityBio, Inc.COM723$3,723<0.1%00.0%不變歷史
AGIAlamos Gold IncStock220$3,747<0.1%+172+358.3%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$3,748<0.1%00.0%不變歷史
WisdomTree Tr97717X784WSDM EMKTBD FD57$3,753<0.1%+1+1.8%加碼–
DBCInvesco DB Commodity Index Tracking FundUNIT167$3,771<0.1%−90−35.0%減碼歷史
CERTCertara, Inc.COM242$3,778<0.1%−268−52.5%減碼歷史
CAMTCamtek LtdORD36$3,780<0.1%+12+50.0%加碼歷史
LUMNLumen Technologies, Inc.Stock1,205$3,796<0.1%00.0%不變歷史
NBRNabors Industries LtdSHS37$3,805<0.1%−17−31.5%減碼歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$3,831<0.1%00.0%不變–
CWSTCasella Waste Systems IncCL A37$3,831<0.1%+6+19.4%加碼歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS131$3,849<0.1%+77+142.6%加碼歷史
EDREndeavor Group Holdings, Inc.CL A COM141$3,866<0.1%+105+291.7%加碼歷史
ASCArdmore Shipping CorpCOM179$3,881<0.1%+100+126.6%加碼歷史
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -403$3,893<0.1%+256+174.1%加碼歷史
GLOBGlobant S.A.COM20$3,894<0.1%−65−76.5%減碼歷史
CIVBCivista Bancshares, Inc.COM NO PAR218$3,913<0.1%+72+49.3%加碼歷史
IIPRInnovative Industrial Properties IncCOM32$3,929<0.1%+25+357.1%加碼歷史
HHHHoward Hughes Holdings Inc.COM53$3,931<0.1%+23+76.7%加碼歷史
COLDAmericold Realty TrustCOM132$3,946<0.1%+51+63.0%加碼歷史
CRMTAmericas Carmart IncCOM57$3,947<0.1%00.0%不變歷史
TRUTransUnionCOM44$3,972<0.1%−1−2.2%減碼歷史
NPKNational Presto Industries IncCOM52$3,976<0.1%00.0%不變歷史
PZZAPapa Johns International IncStock90$3,981<0.1%−652−87.9%減碼歷史
FNAParagon 28, Inc.COM511$3,981<0.1%00.0%不變歷史
DOOBRP Inc.COM SUN VTG55$3,983<0.1%+5+10.0%加碼歷史
APPFAppfolio IncCOM CL A18$3,987<0.1%+13+260.0%加碼歷史
CNXCNX Resources CorpCOM151$3,997<0.1%+117+344.1%加碼歷史
AMBAAmbarella IncSHS76$4,001<0.1%+4+5.6%加碼歷史
CWTCalifornia Water Service GroupCOM75$4,010<0.1%+36+92.3%加碼歷史
OOMAOoma IncCOM386$4,014<0.1%+386新進歷史
Schwab Emerging Markets Equity ETF808524706ETF150$4,031<0.1%00.0%不變–
KELYAKelly Services IncCL A172$4,047<0.1%+117+212.7%加碼歷史
IBPInstalled Building Products, Inc.COM15$4,055<0.1%−2−11.8%減碼歷史
RBCRBC Bearings INCCOM14$4,071<0.1%−1−6.7%減碼歷史
ASAIYSendas Distributor S.A.SPON ADS471$4,093<0.1%−892−65.4%減碼歷史
CLSKCleanspark, Inc.COM NEW256$4,096<0.1%+30+13.3%加碼歷史
PTVEPactiv Evergreen Inc.COM312$4,100<0.1%+312新進歷史
PLUGPlug Power IncStock1,670$4,125<0.1%−1,188−41.6%減碼歷史
WSRWhitestone REITCOM302$4,168<0.1%00.0%不變歷史
QLYSQualys, Inc.COM28$4,176<0.1%+8+40.0%加碼歷史
PAGPenske Automotive Group, Inc.COM24$4,178<0.1%+9+60.0%加碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,183<0.1%00.0%不變–
WSBFWaterstone Financial, Inc.COM282$4,207<0.1%00.0%不變歷史
AWRAmerican States Water CoCOM51$4,209<0.1%+36+240.0%加碼歷史
iShares Tr464287515EXPANDED TECH50$4,231<0.1%00.0%不變–
KRNYKearny Financial Corp.COM592$4,262<0.1%+502+557.8%加碼歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW675$4,273<0.1%−185−21.5%減碼歷史
NWBINorthwest Bancshares, Inc.COM306$4,296<0.1%+306新進歷史
BZKanzhun LtdSPONSORED ADS316$4,297<0.1%+71+29.0%加碼歷史
BRYBerry Corp (bry)COM628$4,308<0.1%−48−7.1%減碼歷史
CARTMaplebear Inc.COM125$4,311<0.1%00.0%不變歷史
VACMarriott Vacations Worldwide CorpCOM51$4,313<0.1%+6+13.3%加碼歷史
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C111$4,331<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM43$4,339<0.1%+24+126.3%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