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
Vanguard Malvern FDS922020805STRM INFPROIDX1,253$6.08 萬<0.1%+980+359.0%加碼–
FRTFederal Realty Investment TrustSH BEN INT NEW545$6.08 萬<0.1%+3+0.6%加碼歷史
WDSWoodside Energy Group LtdADR3,307$6.03 萬<0.1%+1,631+97.3%加碼歷史
GLNGGolar LNG LtdSHS1,727$6.03 萬<0.1%+1,163+206.2%加碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM8,500$6.00 萬<0.1%+8,500新進歷史
SMPLSimply Good Foods CoCOM1,766$5.99 萬<0.1%+1,241+236.4%加碼歷史
ECCEagle Point Credit CoCOM6,000$5.97 萬<0.1%+6,000新進歷史
KRCKilroy Realty CorpCOM1,612$5.96 萬<0.1%+44+2.8%加碼歷史
RGAReinsurance Group of America IncCOM NEW264$5.95 萬<0.1%+15+6.0%加碼歷史
DINOHF Sinclair CorpCOM1,153$5.93 萬<0.1%−70−5.7%減碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$5.89 萬<0.1%00.0%不變–
BRSPBrightSpire Capital, Inc.COM CL A10,265$5.88 萬<0.1%+10,085+5,602.8%加碼歷史
EWEdwards Lifesciences CorpStock932$5.88 萬<0.1%+280+42.9%加碼歷史
iShares Tr464288273EAFE SML CP ETF905$5.86 萬<0.1%+275+43.7%加碼–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN536$5.86 萬<0.1%00.0%不變–
Vanguard Morningstar Large-Cap ETF922908637ETF232$5.85 萬<0.1%+232新進–
DCIDonaldson Co IncStock781$5.84 萬<0.1%+15+2.0%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR1,614$5.84 萬<0.1%+15+0.9%加碼歷史
VALEVale S.A.SPONSORED ADS5,375$5.83 萬<0.1%−533−9.0%減碼歷史
BYDBoyd Gaming CorpCOM952$5.79 萬<0.1%+43+4.7%加碼歷史
TXTernium S.A.SPONSORED ADS1,669$5.79 萬<0.1%−75−4.3%減碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD615$5.78 萬<0.1%+269+77.7%加碼–
CSWCCapital Southwest CorpCOM2,250$5.78 萬<0.1%+2,250新進歷史
IOVAIovance Biotherapeutics, Inc.COM6,609$5.77 萬<0.1%+6,609新進歷史
OMCOmnicom Group Inc.COM588$5.76 萬<0.1%+138+30.7%加碼歷史
LEGLeggett & Platt IncStock4,371$5.76 萬<0.1%+3,386+343.8%加碼歷史
SWKSSkyworks Solutions, Inc.Stock506$5.75 萬<0.1%−96−15.9%減碼歷史
JHGJanus Henderson Group Ltd.ORD SHS1,537$5.72 萬<0.1%+177+13.0%加碼歷史
SNXTD Synnex CorpCOM480$5.72 萬<0.1%−8−1.6%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF1,112$5.72 萬<0.1%+874+367.2%加碼–
EPREpr PropertiesCOM SH BEN INT1,269$5.71 萬<0.1%+197+18.4%加碼歷史
BF.BBrown Forman CorpStock1,262$5.70 萬<0.1%−1−0.1%減碼歷史
Pacer FDS Tr69374H659CASH COWS ETF1,453$5.70 萬<0.1%00.0%不變–
PDIPIMCO Dynamic Income FundSHS3,000$5.70 萬<0.1%+3,000新進歷史
CFRCullen/Frost Bankers, Inc.COM485$5.68 萬<0.1%−20−4.0%減碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS5,953$5.63 萬<0.1%00.0%不變歷史
AESAES CorpStock3,144$5.59 萬<0.1%+111+3.7%加碼歷史
SWKStanley Black & Decker, Inc.COM528$5.57 萬<0.1%+237+81.4%加碼歷史
AXSAxis Capital Holdings LtdSHS733$5.55 萬<0.1%+32+4.6%加碼歷史
MDBMongoDB, Inc.CL A220$5.55 萬<0.1%−3−1.3%減碼歷史
VEEVVeeva Systems IncStock289$5.55 萬<0.1%−114−28.3%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM795$5.55 萬<0.1%+19+2.4%加碼歷史
MAINMain Street Capital CORPCEF1,083$5.54 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM442$5.54 萬<0.1%+28+6.8%加碼歷史
HPKHighPeak Energy, Inc.COM3,293$5.54 萬<0.1%+514+18.5%加碼歷史
LVSLas Vegas Sands CorpCOM1,392$5.52 萬<0.1%+101+7.8%加碼歷史
TSEMTower Semiconductor LtdSHS NEW1,353$5.52 萬<0.1%+33+2.5%加碼歷史
MAAMid America Apartment Communities Inc.COM391$5.46 萬<0.1%+280+252.3%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT759$5.44 萬<0.1%+48+6.8%加碼–
TDToronto Dominion BankStock915$5.40 萬<0.1%−83−8.3%減碼歷史
STMSTMicroelectronics N.V.NY REGISTRY1,597$5.39 萬<0.1%+170+11.9%加碼歷史
iShares Tr46428865310-20 YR TRS ETF509$5.39 萬<0.1%−37−6.8%減碼–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF205$5.36 萬<0.1%+173+540.6%加碼–
RHIRobert Half Inc.COM834$5.35 萬<0.1%−317−27.5%減碼歷史
iShares Tr46435G433MSCI USA SMCP MN1,338$5.35 萬<0.1%+3+0.2%加碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF488$5.35 萬<0.1%+7+1.5%加碼–
LYVLive Nation Entertainment, Inc.COM555$5.34 萬<0.1%+4+0.7%加碼歷史
LABStandard Biotools Inc.COM23,800$5.33 萬<0.1%00.0%不變歷史
iShares Tr46436E601ESG MSCI EM LDRS1,164$5.32 萬<0.1%−2−0.2%減碼–
LYGLloyds Banking Group plcSPONSORED ADR17,549$5.32 萬<0.1%+1,477+9.2%加碼歷史
BRKRBruker CorpCOM771$5.28 萬<0.1%−87−10.1%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$5.27 萬<0.1%00.0%不變歷史
KEPKorea Electric Power CorpSPONSORED ADR7,145$5.25 萬<0.1%+1,082+17.8%加碼歷史
iShares Tr464287762US HLTHCARE ETF835$5.25 萬<0.1%00.0%不變–
JOYYJOYY Inc.ADS REPSTG COM A1,574$5.24 萬<0.1%+1,574新進歷史
EXELExelixis, Inc.COM2,227$5.22 萬<0.1%−426−16.1%減碼歷史
TTCToro CoCOM544$5.21 萬<0.1%+11+2.1%加碼歷史
CBRECbre Group, Inc.CL A462$5.21 萬<0.1%−71−13.3%減碼歷史
SRSpire IncCOM780$5.20 萬<0.1%+78+11.1%加碼歷史
AVTRAvantor, Inc.COM1,933$5.17 萬<0.1%−90−4.4%減碼歷史
LDOSLeidos Holdings, Inc.COM358$5.17 萬<0.1%−403−53.0%減碼歷史
OHIOmega Healthcare Investors IncCOM1,418$5.16 萬<0.1%+31+2.2%加碼歷史
PAYCPaycom Software, Inc.Stock309$5.16 萬<0.1%+60+24.1%加碼歷史
WFGWest Fraser Timber Co., LtdCOM581$5.15 萬<0.1%−176−23.2%減碼歷史
Vanguard Utilities ETF92204A876ETF325$5.14 萬<0.1%00.0%不變–
CAPLCrossAmerica Partners LPUT LTD PTN INT2,531$5.14 萬<0.1%+2,000+376.6%加碼歷史
EWBCEast West Bancorp IncCOM581$5.11 萬<0.1%−131−18.4%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN2,000$5.11 萬<0.1%+2,000加碼歷史
ALVAutoliv IncCOM504$5.10 萬<0.1%+14+2.9%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD15,708$5.09 萬<0.1%−2,197−12.3%減碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT1,224$5.08 萬<0.1%00.0%不變–
DSLDoubleLine Income Solutions FundCOM4,000$5.08 萬<0.1%+4,000新進歷史
EQTEQT CorpStock1,472$5.08 萬<0.1%+1,186+414.7%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM2,080$5.07 萬<0.1%+13+0.6%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$5.05 萬<0.1%00.0%不變歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM3,500$5.04 萬<0.1%+3,500新進歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,436$5.04 萬<0.1%−101−6.6%減碼歷史
BCSBarclays PLCADR4,226$5.04 萬<0.1%+579+15.9%加碼歷史
AIRAar CorpStock778$5.03 萬<0.1%+234+43.0%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 107,291$5.02 萬<0.1%+301+4.3%加碼歷史
ALGNAlign Technology IncCOM216$5.01 萬<0.1%+23+11.9%加碼歷史
KIMKimco Realty CorpCOM2,304$5.01 萬<0.1%+61+2.7%加碼歷史
PORPortland General Electric CoCOM NEW1,054$4.99 萬<0.1%+30+2.9%加碼歷史
HHyatt Hotels CorpCOM CL A338$4.98 萬<0.1%+310+1,107.1%加碼歷史
PEOAdams Natural Resources Fund, Inc.COM2,038$4.97 萬<0.1%00.0%不變歷史
HRHealthcare Realty Trust IncCL A COM2,809$4.97 萬<0.1%+2,030+260.6%加碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,317$4.97 萬<0.1%−440−25.0%減碼–
HBANHuntington Bancshares IncCOM3,318$4.96 萬<0.1%+390+13.3%加碼歷史
RVTYRevvity, Inc.COM392$4.92 萬<0.1%+167+74.2%加碼歷史
TROWPrice T Rowe Group IncStock430$4.91 萬<0.1%+99+29.9%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