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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
ASOAcademy Sports & Outdoors, Inc.COM904$4.89 萬<0.1%−253−21.9%減碼歷史
AMCRAmcor plcORD4,626$4.87 萬<0.1%+210+4.8%加碼歷史
DELLDell Technologies Inc.Stock428$4.87 萬<0.1%+211+97.2%加碼歷史
AIZAssurant, Inc.Stock276$4.83 萬<0.1%−67−19.5%減碼歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X1,000$4.82 萬<0.1%+500+100.0%加碼–
Vanguard Consumer Discretionary ETF92204A108ETF149$4.80 萬<0.1%−50−25.1%減碼–
NLYAnnaly Capital Management IncREIT2,410$4.80 萬<0.1%+333+16.0%加碼歷史
LNCLincoln National CorpCOM1,437$4.79 萬<0.1%+20+1.4%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS472$4.78 萬<0.1%−12−2.5%減碼歷史
BIIBBiogen Inc.COM224$4.78 萬<0.1%−49−17.9%減碼歷史
CBTCabot CorpCOM475$4.77 萬<0.1%+119+33.4%加碼歷史
INCYIncyte CorpCOM729$4.74 萬<0.1%+63+9.5%加碼歷史
RLAYRelay Therapeutics, Inc.COM5,750$4.73 萬<0.1%+5,750新進歷史
Victory Portfolios II92647N824VCSHS US EQ INCM761$4.71 萬<0.1%−6,085−88.9%減碼–
IVTInvenTrust Properties Corp.COM NEW1,671$4.71 萬<0.1%+20+1.2%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,200$4.70 萬<0.1%+1,700+340.0%加碼歷史
SLRCSLR Investment Corp.COM3,000$4.70 萬<0.1%+3,000新進歷史
CRBGCorebridge Financial, Inc.COM1,582$4.67 萬<0.1%−8−0.5%減碼歷史
MTGMgic Investment CorpCOM1,876$4.66 萬<0.1%+204+12.2%加碼歷史
BBYBest Buy Co IncStock538$4.66 萬<0.1%+29+5.7%加碼歷史
IFFInternational Flavors & Fragrances IncCOM466$4.64 萬<0.1%−95−16.9%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF223$4.62 萬<0.1%00.0%不變–
CCDCalamos Dynamic Convertible & Income FundCOM2,000$4.61 萬<0.1%+2,000新進歷史
CMCCommercial Metals CoStock766$4.60 萬<0.1%+18+2.4%加碼歷史
UHSUniversal Health Services IncCL B215$4.60 萬<0.1%−20−8.5%減碼歷史
NTLAIntellia Therapeutics, Inc.COM1,753$4.59 萬<0.1%+1,550+763.5%加碼歷史
REXRRexford Industrial Realty, Inc.COM916$4.59 萬<0.1%−17−1.8%減碼歷史
DRDDrdgold LtdSPON ADR REPSTG4,529$4.58 萬<0.1%+1,840+68.4%加碼歷史
SANMSanmina CorpCOM608$4.58 萬<0.1%+68+12.6%加碼歷史
EQNREquinor ASASPONSORED ADR1,712$4.55 萬<0.1%+365+27.1%加碼歷史
Victory Portfolios II92647N527CORE BD ETF968$4.55 萬<0.1%+9+0.9%加碼–
BMBLBumble Inc.COM CL A4,858$4.54 萬<0.1%+6+0.1%加碼歷史
ESLTElbit Systems LtdStock252$4.54 萬<0.1%−2−0.8%減碼歷史
TALTAL Education GroupSPONSORED ADS4,517$4.53 萬<0.1%+2,186+93.8%加碼歷史
DKNGDraftKings Inc.Stock1,219$4.50 萬<0.1%−2,689−68.8%減碼歷史
SLGSL Green Realty CorpCOM675$4.50 萬<0.1%+9+1.4%加碼歷史
iShares Tr46429B333GNMA BOND ETF1,022$4.50 萬<0.1%00.0%不變–
iShares Tr464288851US OIL GS EX ETF450$4.50 萬<0.1%−725−61.7%減碼–
RCIRogers Communications IncCL B1,163$4.50 萬<0.1%−254−17.9%減碼歷史
NICENICE Ltd.SPONSORED ADR248$4.49 萬<0.1%−202−44.9%減碼歷史
ARGXArgenx SESPONSORED ADR87$4.49 萬<0.1%−10−10.3%減碼歷史
CIENCiena CorpCOM NEW850$4.48 萬<0.1%+65+8.3%加碼歷史
RIVNRivian Automotive, Inc.Stock2,730$4.48 萬<0.1%+106+4.0%加碼歷史
PATHUiPath, Inc.Stock3,676$4.47 萬<0.1%+757+25.9%加碼歷史
VFCV F CorpStock2,630$4.46 萬<0.1%−51−1.9%減碼歷史
EFOREverforth IncCOM470$4.45 萬<0.1%−67−12.5%減碼歷史
CIGIColliers International Group Inc.SUB VTG SHS330$4.44 萬<0.1%−1−0.3%減碼歷史
INSWInternational Seaways, Inc.COM791$4.43 萬<0.1%+305+62.8%加碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$4.41 萬<0.1%+818新進–
BLEBlackRock Municipal Income Trust IICOM4,054$4.40 萬<0.1%00.0%不變歷史
APPAppLovin CorpCOM CL A571$4.40 萬<0.1%+50+9.6%加碼歷史
LNWOLight & Wonder, Inc.COM409$4.38 萬<0.1%00.0%不變歷史
TTEKTetra Tech IncCOM205$4.37 萬<0.1%+174+561.3%加碼歷史
PODDInsulet CorpStock223$4.33 萬<0.1%−61−21.5%減碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS4,000$4.33 萬<0.1%+4,000新進歷史
XPXP Inc.CL A2,529$4.33 萬<0.1%+29+1.2%加碼歷史
WBSWebster Financial CorpCOM868$4.31 萬<0.1%+20+2.4%加碼歷史
CVNACarvana Co.CL A323$4.30 萬<0.1%+56+21.0%加碼歷史
WHRWhirlpool CorpStock422$4.30 萬<0.1%+384+1,010.5%加碼歷史
DRIDarden Restaurants IncCOM293$4.29 萬<0.1%+14+5.0%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR3,082$4.28 萬<0.1%+859+38.6%加碼歷史
SNASnap-on IncCOM149$4.28 萬<0.1%+18+13.7%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF424$4.27 萬<0.1%+1+0.2%加碼–
PGZPrincipal Real Estate Income FundSHS BEN INT4,071$4.27 萬<0.1%+4,071新進歷史
CUZCousins Properties IncCOM NEW1,545$4.25 萬<0.1%+351+29.4%加碼歷史
NUVBNuvation Bio Inc.COM CL A11,095$4.25 萬<0.1%+10,000+913.2%加碼歷史
MODModine Manufacturing CoCOM358$4.21 萬<0.1%−2−0.6%減碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT1,407$4.20 萬<0.1%−473−25.2%減碼–
BVNBuenaventura Mining Co IncSPONSORED ADR2,709$4.20 萬<0.1%+1,054+63.7%加碼歷史
Veren Inc92340V107COM NEW5,350$4.17 萬<0.1%+5,350新進–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.17 萬<0.1%+2,000+153.8%加碼歷史
GNTXGentex CorpCOM1,341$4.17 萬<0.1%+850+173.1%加碼歷史
BNTXBioNTech SESPONSORED ADS483$4.16 萬<0.1%−6−1.2%減碼歷史
GHGuardant Health, Inc.COM1,181$4.15 萬<0.1%−102−8.0%減碼歷史
BRDGBridge Investment Group Holdings Inc.COM CL A5,075$4.14 萬<0.1%+13+0.3%加碼歷史
BCEBce IncCOM NEW1,225$4.13 萬<0.1%+91+8.0%加碼歷史
MOHMolina Healthcare, Inc.COM121$4.13 萬<0.1%−37−23.4%減碼歷史
TENTsakos Energy Navigation LtdSHS1,584$4.10 萬<0.1%+1,563+7,442.9%加碼歷史
UFPIUfp Industries IncCOM311$4.10 萬<0.1%+26+9.1%加碼歷史
VETVermilion Energy Inc.COM3,817$4.10 萬<0.1%+3,674+2,569.2%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,567$4.07 萬<0.1%+16+1.0%加碼–
OGSONE Gas, Inc.COM581$4.05 萬<0.1%+349+150.4%加碼歷史
PUKPrudential PLCADR2,222$4.04 萬<0.1%+699+45.9%加碼歷史
FOXAFox CorpCL A COM1,063$4.04 萬<0.1%+40+3.9%加碼歷史
BXPBXP, Inc.COM564$4.02 萬<0.1%+72+14.6%加碼歷史
YETIYETI Holdings, Inc.COM969$4.01 萬<0.1%+47+5.1%加碼歷史
MANManpowerGroup Inc.COM523$4.01 萬<0.1%−112−17.6%減碼歷史
iShares Tr46432F388MSCI USA VALUE372$4.00 萬<0.1%−287−43.6%減碼–
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.99 萬<0.1%00.0%不變歷史
IVZInvesco Ltd.Stock2,310$3.99 萬<0.1%−468−16.8%減碼歷史
OMABCentral North Airport GroupSPON ADR578$3.99 萬<0.1%+87+17.7%加碼歷史
UTHRUnited Therapeutics CorpCOM127$3.98 萬<0.1%+23+22.1%加碼歷史
FITBFifth Third BancorpCOM937$3.97 萬<0.1%−86−8.4%減碼歷史
SRTAStrata Critical Medical, Inc.CL A COM12,000$3.96 萬<0.1%+12,000新進歷史
ROKURoku, IncCOM CL A679$3.95 萬<0.1%+375+123.4%加碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS304$3.95 萬<0.1%+3+1.0%加碼歷史
WUWestern Union COStock3,316$3.94 萬<0.1%−1,135−25.5%減碼歷史
DDOGDatadog, Inc.CL A COM338$3.94 萬<0.1%+30+9.7%加碼歷史
TPHTri Pointe Homes, Inc.COM869$3.93 萬<0.1%+27+3.2%加碼歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$3.93 萬<0.1%+375新進–

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