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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
KVUEKenvue Inc.Stock4,218$7.80 萬<0.1%+63+1.5%加碼歷史
FLOFlowers Foods IncCOM3,454$7.78 萬<0.1%−370−9.7%減碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF1,314$7.78 萬<0.1%−443−25.2%減碼–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS6,674$7.75 萬<0.1%+804+13.7%加碼歷史
RMDResmed IncCOM363$7.74 萬<0.1%−113−23.7%減碼歷史
ALBAlbemarle CorpStock821$7.69 萬<0.1%−80−8.9%減碼歷史
STWDStarwood Property Trust, Inc.COM3,816$7.61 萬<0.1%−548−12.6%減碼歷史
RPRXRoyalty Pharma plcSHS CLASS A2,698$7.60 萬<0.1%+655+32.1%加碼歷史
HWCHancock Whitney CorpCOM1,385$7.58 萬<0.1%−333−19.4%減碼歷史
PFGPrincipal Financial Group IncCOM930$7.58 萬<0.1%+143+18.2%加碼歷史
RBB FD Inc74933W536US TREASR 10 YR1,686$7.51 萬<0.1%+125+8.0%加碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$7.49 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$7.48 萬<0.1%−458−26.1%減碼–
SKMSK Telecom Co LtdSPONSORED ADR3,334$7.48 萬<0.1%+652+24.3%加碼歷史
WSTWest Pharmaceutical Services IncCOM243$7.44 萬<0.1%+4+1.7%加碼歷史
AMGAffiliated Managers Group, Inc.Stock400$7.42 萬<0.1%−107−21.1%減碼歷史
INFYInfosys LtdSPONSORED ADR3,355$7.42 萬<0.1%+79+2.4%加碼歷史
BNSBank of Nova ScotiaCOM1,588$7.41 萬<0.1%−17−1.1%減碼歷史
PAGSPagSeguro Digital Ltd.COM CL A5,799$7.41 萬<0.1%+5,799新進歷史
SMSM Energy CoCOM1,597$7.38 萬<0.1%+11+0.7%加碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$7.37 萬<0.1%+1,800新進歷史
WECWec Energy Group, Inc.Stock846$7.28 萬<0.1%+39+4.8%加碼歷史
CMSCMS Energy CorpCOM1,123$7.28 萬<0.1%−47−4.0%減碼歷史
KKellanovaStock1,249$7.27 萬<0.1%+561+81.5%加碼歷史
THWabrdn World Healthcare FundBEN INT SHS5,500$7.25 萬<0.1%+5,500新進歷史
DXCMDexcom IncCOM1,064$7.22 萬<0.1%−24−2.2%減碼歷史
MMYTMakeMyTrip LtdStock771$7.22 萬<0.1%+236+44.1%加碼歷史
GPCGenuine Parts CoStock490$7.21 萬<0.1%+216+78.8%加碼歷史
PBFPBF Energy Inc.CL A1,768$7.20 萬<0.1%−303−14.6%減碼歷史
PCARPaccar IncCOM728$7.18 萬<0.1%+109+17.6%加碼歷史
IEXIdex CorpCOM344$7.17 萬<0.1%+57+19.9%加碼歷史
UTGReaves Utility Income FundCOM SH BEN INT2,500$7.14 萬<0.1%+2,500新進歷史
WCCWesco International IncCOM406$7.10 萬<0.1%+4+1.0%加碼歷史
CWCurtiss Wright CorpStock241$7.10 萬<0.1%+119+97.5%加碼歷史
WALWestern Alliance BancorporationCOM880$7.08 萬<0.1%00.0%不變歷史
ALNYAlnylam Pharmaceuticals, Inc.COM298$7.08 萬<0.1%+24+8.8%加碼歷史
CRSCarpenter Technology CorpCOM485$7.07 萬<0.1%+178+58.0%加碼歷史
CLFCleveland-Cliffs Inc.COM4,608$7.07 萬<0.1%+2,723+144.5%加碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW2,454$7.06 萬<0.1%+1,179+92.5%加碼歷史
NNNNNN REIT, Inc.REIT1,572$7.06 萬<0.1%+64+4.2%加碼歷史
FDUSFidus Investment CorpCOM3,596$7.04 萬<0.1%00.0%不變歷史
PKXPosco Holdings Inc.SPONSORED ADR1,070$7.00 萬<0.1%+70+7.0%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A3,920$7.00 萬<0.1%+5+0.1%加碼歷史
MVTBlackRock Munivest Fund II, Inc.COM6,333$6.99 萬<0.1%+4,250+204.0%加碼歷史
TBLATaboola.com Ltd.ORD SHS20,000$6.94 萬<0.1%+20,000新進歷史
SBSWSibanye Stillwater LtdSPONSORED ADR15,223$6.90 萬<0.1%+8,607+130.1%加碼歷史
TRNTrinity Industries IncCOM2,084$6.89 萬<0.1%−70−3.2%減碼歷史
CPTCamden Property TrustREIT621$6.88 萬<0.1%+6+1.0%加碼歷史
Flexshares Tr33939L779DISCP DUR MBS3,321$6.87 萬<0.1%+3,321新進–
DLTRDollar Tree, Inc.COM657$6.86 萬<0.1%+171+35.2%加碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF5,429$6.84 萬<0.1%00.0%不變歷史
JOEST JOE CoCOM1,101$6.79 萬<0.1%+512+86.9%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,845$6.79 萬<0.1%−639−25.7%減碼–
TREXTrex Co IncCOM810$6.77 萬<0.1%−39−4.6%減碼歷史
BALLBALL CorpCOM1,059$6.76 萬<0.1%+815+334.0%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF1,470$6.74 萬<0.1%+14+1.0%加碼–
LUVSouthwest Airlines CoCOM2,487$6.70 萬<0.1%+55+2.3%加碼歷史
Global X FDS37954Y483NASDAQ 100 COVER3,809$6.69 萬<0.1%+3,809新進–
FEFirstenergy CorpCOM1,596$6.69 萬<0.1%+37+2.4%加碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP16,411$6.68 萬<0.1%+2,819+20.7%加碼歷史
BNYBank of New York Mellon CorpStock1,025$6.67 萬<0.1%+19+1.9%加碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN2,077$6.65 萬<0.1%−710−25.5%減碼–
CMAComerica IncCOM1,207$6.62 萬<0.1%+199+19.7%加碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM6,053$6.60 萬<0.1%+6,053新進歷史
WPPWPP plcADR1,360$6.58 萬<0.1%+40+3.0%加碼歷史
EIXEdison InternationalStock816$6.53 萬<0.1%+36+4.6%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,485$6.52 萬<0.1%00.0%不變–
SEESealed Air CorpCOM1,712$6.51 萬<0.1%+93+5.7%加碼歷史
MAPSWM Technology, Inc.COM60,263$6.51 萬<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM558$6.49 萬<0.1%+9+1.6%加碼歷史
OBDCBlue Owl Capital CorpCOM4,172$6.47 萬<0.1%+3,580+604.7%加碼歷史
UFPTUfp Technologies IncCOM201$6.46 萬<0.1%+81+67.5%加碼歷史
PBAPembina Pipeline CorpCOM1,668$6.46 萬<0.1%+387+30.2%加碼歷史
Vanguard Communication Services ETF92204A884ETF473$6.45 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C359EMRGNG MKT APRIL2,474$6.43 萬<0.1%−851−25.6%減碼–
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$6.43 萬<0.1%−1,233−41.4%減碼–
CMCanadian Imperial Bank of CommerceCOM1,242$6.42 萬<0.1%+20+1.6%加碼歷史
TFIITFI International Inc.COM410$6.39 萬<0.1%−2−0.5%減碼歷史
ESEversource EnergyStock979$6.36 萬<0.1%+82+9.1%加碼歷史
FHNFirst Horizon CorpCOM3,798$6.35 萬<0.1%−663−14.9%減碼歷史
CTASCintas CorpStock83$6.34 萬<0.1%+1+1.2%加碼歷史
First Tr Exchange-Traded FD33734H106SHS1,460$6.32 萬<0.1%00.0%不變–
AFRMAffirm Holdings, Inc.COM CL A2,232$6.31 萬<0.1%−518−18.8%減碼歷史
RNRRenaissancere Holdings LtdCOM272$6.31 萬<0.1%+45+19.8%加碼歷史
iShares Tr46435U853BROAD USD HIGH1,702$6.28 萬<0.1%+152+9.8%加碼–
ABGAsbury Automotive Group IncCOM233$6.27 萬<0.1%+8+3.6%加碼歷史
iShares Select Dividend ETF464287168ETF482$6.27 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$6.24 萬<0.1%00.0%不變–
KTKT CorpSPONSORED ADR4,266$6.22 萬<0.1%−12−0.3%減碼歷史
CRTOCriteo S.A.SPONS ADS1,394$6.21 萬<0.1%+1,250+868.1%加碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW12,308$6.20 萬<0.1%+9,753+381.7%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE960$6.19 萬<0.1%−181−15.9%減碼歷史
MNSTMonster Beverage CorpCOM1,202$6.18 萬<0.1%−542−31.1%減碼歷史
TPVGTriplePoint Venture Growth BDC Corp.COM7,000$6.18 萬<0.1%+7,000新進歷史
SPTNSpartanNash CoCOM2,917$6.16 萬<0.1%+29+1.0%加碼歷史
IXOrix CorpSPONSORED ADR508$6.14 萬<0.1%+55+12.1%加碼歷史
USALiberty All Star Equity FundSH BEN INT9,000$6.13 萬<0.1%+9,000新進歷史
PSOPearson PLCSPONSORED ADR4,517$6.10 萬<0.1%+2,096+86.6%加碼歷史
iShares Inc46434G889EMNG MKTS EQT1,300$6.10 萬<0.1%−549−29.7%減碼–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.09 萬<0.1%+2,750新進歷史

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