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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
HRIHerc Holdings IncCOM252$3.93 萬<0.1%+12+5.0%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF690$3.93 萬<0.1%+690新進–
iShares Tr464287549EXPND TEC SC ETF428$3.93 萬<0.1%00.0%不變–
SPDR Series Trust78464A607ST STR DOW REIT398$3.92 萬<0.1%+288+261.8%加碼–
FTREFortrea Holdings Inc.COMMON STOCK1,420$3.92 萬<0.1%−594−29.5%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD910$3.90 萬<0.1%00.0%不變歷史
SLMSLM CorpCOM1,717$3.90 萬<0.1%+27+1.6%加碼歷史
GGenpact LTDSHS1,118$3.88 萬<0.1%+252+29.1%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF1,680$3.87 萬<0.1%+746+79.9%加碼–
MGMMGM Resorts InternationalStock899$3.86 萬<0.1%+28+3.2%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC916$3.86 萬<0.1%00.0%不變–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF796$3.86 萬<0.1%+796新進–
JXNJackson Financial Inc.COM CL A438$3.86 萬<0.1%+43+10.9%加碼歷史
SPXCSPX Technologies, Inc.COM260$3.84 萬<0.1%−3−1.1%減碼歷史
INGRIngredion IncCOM308$3.83 萬<0.1%+75+32.2%加碼歷史
NWGNatWest Group plcSPONS ADR4,013$3.83 萬<0.1%+1,259+45.7%加碼歷史
TXRHTexas Roadhouse, Inc.COM219$3.83 萬<0.1%+14+6.8%加碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF1,042$3.82 萬<0.1%00.0%不變–
EVRGEvergy, Inc.Stock659$3.82 萬<0.1%+45+7.3%加碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,189$3.82 萬<0.1%+2+0.2%加碼–
Cullman Bancorp Inc Com230150104Stock4,261$3.81 萬<0.1%00.0%不變–
CADECadence BancorporationEQUITY US CM1,159$3.81 萬<0.1%+118+11.3%加碼歷史
ACAArcosa, Inc.COM410$3.81 萬<0.1%+6+1.5%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.80 萬<0.1%00.0%不變歷史
IPGInterpublic Group of Companies, Inc.COM1,177$3.79 萬<0.1%+405+52.5%加碼歷史
PHIPLDT Inc.SPONSORED ADR1,429$3.79 萬<0.1%+33+2.4%加碼歷史
Vanguard Financials ETF92204A405ETF353$3.77 萬<0.1%+52+17.3%加碼–
SEICSEI Investments CoCOM556$3.77 萬<0.1%−70−11.2%減碼歷史
BGBunge Global SACOM SHS358$3.77 萬<0.1%+27+8.2%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,019$3.75 萬<0.1%00.0%不變–
KOFCoca Cola Femsa SAB de CVSPONS ADS REP414$3.75 萬<0.1%+45+12.2%加碼歷史
EPRTEssential Properties Realty Trust, Inc.COM1,266$3.75 萬<0.1%−438−25.7%減碼歷史
PBHPrestige Consumer Healthcare Inc.COM529$3.75 萬<0.1%+63+13.5%加碼歷史
TMHCTaylor Morrison Home CorpCOM556$3.73 萬<0.1%+38+7.3%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF665$3.73 萬<0.1%+7+1.1%加碼–
MLKNMillerknoll, Inc.COM1,201$3.73 萬<0.1%+862+254.3%加碼歷史
FTNTFortinet, Inc.Stock639$3.71 萬<0.1%−514−44.6%減碼歷史
RLIRli CorpCOM246$3.71 萬<0.1%+77+45.6%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US1,666$3.70 萬<0.1%00.0%不變–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,519$3.69 萬<0.1%+16+1.1%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT2,088$3.69 萬<0.1%−118−5.3%減碼歷史
MLRMiller Industries IncCOM NEW542$3.68 萬<0.1%−55−9.2%減碼歷史
AEGAegon Ltd.AMER REG 1 CERT5,693$3.67 萬<0.1%+1,579+38.4%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR7,946$3.67 萬<0.1%+120+1.5%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF504$3.67 萬<0.1%−26−4.9%減碼–
Barrick Gold Corp067901108COM1,975$3.66 萬<0.1%−2,177−52.4%減碼–
NOVNOV Inc.COM1,738$3.62 萬<0.1%00.0%不變歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF2,477$3.60 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,100$3.60 萬<0.1%+400+14.8%加碼–
RDNRadian Group IncCOM969$3.60 萬<0.1%+73+8.1%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF1,185$3.59 萬<0.1%−1,360−53.4%減碼–
LNTHLantheus Holdings, Inc.Stock341$3.57 萬<0.1%+40+13.3%加碼歷史
AEEAmeren CorpCOM447$3.54 萬<0.1%−8−1.8%減碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,480$3.54 萬<0.1%+693+38.8%加碼歷史
CARAvis Budget Group, Inc.COM350$3.54 萬<0.1%−24−6.4%減碼歷史
SNAPSnap IncStock2,651$3.53 萬<0.1%+93+3.6%加碼歷史
SSLSasol LtdSPONSORED ADR4,363$3.52 萬<0.1%−2,351−35.0%減碼歷史
EXRExtra Space Storage Inc.COM220$3.51 萬<0.1%+13+6.3%加碼歷史
CECelanese CorpStock248$3.50 萬<0.1%+16+6.9%加碼歷史
ULSUL Solutions Inc.CLASS A COM SHS692$3.50 萬<0.1%+692新進歷史
OROR Royalties Inc.COM1,989$3.49 萬<0.1%+344+20.9%加碼歷史
WESTWestrock Coffee CoCOM3,520$3.48 萬<0.1%+1,444+69.6%加碼歷史
JMSBJohn Marshall Bancorp, Inc.COM1,800$3.48 萬<0.1%+225+14.3%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM692$3.48 萬<0.1%+590+578.4%加碼歷史
XYZBlock, Inc.CL A561$3.47 萬<0.1%−486−46.4%減碼歷史
UNMUnum GroupStock603$3.47 萬<0.1%+148+32.5%加碼歷史
ANSSAnsys IncCOM110$3.45 萬<0.1%−597−84.4%減碼歷史
HWMHowmet Aerospace Inc.Stock359$3.44 萬<0.1%−20−5.3%減碼歷史
PPLPPL CorpCOM1,143$3.40 萬<0.1%−18−1.6%減碼歷史
ESEEsco Technologies IncCOM276$3.39 萬<0.1%+23+9.1%加碼歷史
AVAAvista CorpCOM866$3.39 萬<0.1%+137+18.8%加碼歷史
CRKComstock Resources IncCOM3,582$3.39 萬<0.1%+3,446+2,533.8%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF565$3.39 萬<0.1%+468+482.5%加碼–
EMBJEmbraer S.A.ADR1,087$3.38 萬<0.1%+175+19.2%加碼歷史
SKXSkechers USA IncCL A518$3.37 萬<0.1%+101+24.2%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK182$3.36 萬<0.1%−48−20.9%減碼歷史
Vanguard Wellington FD921935409US MINIMUM284$3.35 萬<0.1%+284新進–
BBWIBath & Body Works, Inc.COM911$3.35 萬<0.1%+44+5.1%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.35 萬<0.1%00.0%不變–
JBHTHunt J B Transport Services IncCOM193$3.34 萬<0.1%−80−29.3%減碼歷史
GPRKGeoPark LtdUSD SHS3,375$3.30 萬<0.1%+383+12.8%加碼歷史
VTRVentas, Inc.REIT607$3.30 萬<0.1%+104+20.7%加碼歷史
iShares Tr464287796U.S. ENERGY ETF671$3.29 萬<0.1%+446+198.2%加碼–
EXASExact Sciences CorpCOM720$3.29 萬<0.1%+12+1.7%加碼歷史
NTESNetEase, Inc.SPONSORED ADS357$3.29 萬<0.1%+67+23.1%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,262$3.27 萬<0.1%−284−11.2%減碼歷史
WIXWix.com Ltd.SHS210$3.27 萬<0.1%+8+4.0%加碼歷史
ESNTEssent Group Ltd.COM521$3.27 萬<0.1%+85+19.5%加碼歷史
FTSFortis Inc.COM782$3.27 萬<0.1%+116+17.4%加碼歷史
GNWGenworth Financial IncCOM SHS4,828$3.27 萬<0.1%+2,022+72.1%加碼歷史
VTRSViatris IncStock2,705$3.26 萬<0.1%−49−1.8%減碼歷史
CNHCNH Industrial N.V.SHS3,056$3.25 萬<0.1%−2,912−48.8%減碼歷史
iShares Semiconductor ETF464287523ETF138$3.25 萬<0.1%+63+84.0%加碼–
LEALear CorpCOM NEW266$3.25 萬<0.1%+110+70.5%加碼歷史
ADCAgree Realty CorpCOM470$3.24 萬<0.1%+59+14.4%加碼歷史
SJMJ M SMUCKER CoStock274$3.23 萬<0.1%−102−27.1%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF191$3.23 萬<0.1%+191新進–
TKRTimken CoCOM370$3.22 萬<0.1%+9+2.5%加碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF365$3.18 萬<0.1%+365新進–
NOMDNomad Foods LtdUSD ORD SHS1,662$3.18 萬<0.1%+430+34.9%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