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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
NMIHNMI Holdings, Inc.COM805$3.17 萬<0.1%+212+35.8%加碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$3.16 萬<0.1%00.0%不變–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$3.14 萬<0.1%00.0%不變–
MOG.AMoog Inc.CL A160$3.14 萬<0.1%+3+1.9%加碼歷史
AAPAdvance Auto Parts IncCOM495$3.13 萬<0.1%−2−0.4%減碼歷史
MSGSMadison Square Garden Sports Corp.CL A156$3.13 萬<0.1%−68−30.4%減碼歷史
WNSWNS (Holdings) LtdCOM SHS523$3.12 萬<0.1%+364+228.9%加碼歷史
CHWCalamos Global Dynamic Income FundCOM4,494$3.09 萬<0.1%+43+1.0%加碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 105,039$3.08 萬<0.1%+98+2.0%加碼歷史
CBOECboe Global Markets, Inc.COM168$3.08 萬<0.1%+2+1.2%加碼歷史
QRVOQorvo, Inc.Stock257$3.08 萬<0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM205$3.08 萬<0.1%+38+22.8%加碼歷史
OGEOGE Energy Corp.COM787$3.05 萬<0.1%+82+11.6%加碼歷史
RDYDr Reddys Laboratories LtdADR374$3.04 萬<0.1%+80+27.2%加碼歷史
RUNSunrun Inc.COM1,729$3.03 萬<0.1%+1+0.1%加碼歷史
ELMEElme CommunitiesSH BEN INT1,832$3.02 萬<0.1%+55+3.1%加碼歷史
SYFSynchrony FinancialCOM593$3.01 萬<0.1%−53−8.2%減碼歷史
LBTYALiberty Global Ltd.COM CL A1,545$3.01 萬<0.1%+601+63.7%加碼歷史
JAZZJazz Pharmaceuticals plcSHS USD273$3.01 萬<0.1%+97+55.1%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED1,109$3.01 萬<0.1%−540−32.7%減碼–
CVSACovista Inc.COM383$3.00 萬<0.1%00.0%不變歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$3.00 萬<0.1%00.0%不變歷史
HOPEHope Bancorp IncCOM2,266$2.98 萬<0.1%00.0%不變歷史
ALSumisho Air Lease CorpCL A600$2.98 萬<0.1%+185+44.6%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR293$2.97 萬<0.1%−6−2.0%減碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,875$2.96 萬<0.1%00.0%不變歷史
TRIThomson Reuters CorpCOM NO PAR182$2.95 萬<0.1%−2−1.1%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.94 萬<0.1%−1,117−53.2%減碼–
TELFYTelefonica S ASPONSORED ADR6,479$2.94 萬<0.1%+797+14.0%加碼歷史
WYNNWynn Resorts LtdCOM354$2.93 萬<0.1%−8−2.2%減碼歷史
OTEXOpen Text CorpCOM929$2.93 萬<0.1%−1,266−57.7%減碼歷史
EATBrinker International, IncStock438$2.93 萬<0.1%00.0%不變歷史
MASIMasimo CorpCOM273$2.92 萬<0.1%−24−8.1%減碼歷史
ORNOrion Group Holdings IncCOM3,550$2.91 萬<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock376$2.90 萬<0.1%+42+12.6%加碼歷史
RJFRaymond James Financial IncCOM248$2.87 萬<0.1%−323−56.6%減碼歷史
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION895$2.87 萬<0.1%+895新進–
VALValaris LtdCL A365$2.87 萬<0.1%00.0%不變歷史
MYDBlackRock Muniyield Fund, Inc.COM2,609$2.87 萬<0.1%+2,500+2,293.6%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,921$2.86 萬<0.1%+51+2.7%加碼歷史
KFYKorn FerryCOM NEW388$2.86 萬<0.1%+205+112.0%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF565$2.86 萬<0.1%−169−23.0%減碼–
XYLXylem Inc.COM214$2.86 萬<0.1%+25+13.2%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR214$2.86 萬<0.1%+39+22.3%加碼歷史
BMIBadger Meter IncCOM138$2.85 萬<0.1%+16+13.1%加碼歷史
CELHCelsius Holdings, Inc.COM NEW607$2.84 萬<0.1%+221+57.3%加碼歷史
MANHManhattan Associates IncStock111$2.83 萬<0.1%+12+12.1%加碼歷史
SMBKSmartfinancial Inc.COM NEW1,000$2.83 萬<0.1%00.0%不變歷史
XPOXPO, Inc.COM245$2.81 萬<0.1%+13+5.6%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF343$2.79 萬<0.1%00.0%不變–
OIIOceaneering International IncStock925$2.78 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM331$2.77 萬<0.1%−5−1.5%減碼歷史
FOXFox CorpCL B COM783$2.77 萬<0.1%+128+19.5%加碼歷史
ITRIItron, Inc.COM268$2.77 萬<0.1%+5+1.9%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ481$2.77 萬<0.1%−813−62.8%減碼–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL693$2.76 萬<0.1%00.0%不變–
DNBDun & Bradstreet Holdings, Inc.COM2,533$2.76 萬<0.1%+914+56.5%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.74 萬<0.1%00.0%不變–
TNLTravel & Leisure Co.COM593$2.73 萬<0.1%+24+4.2%加碼歷史
FLEXFlex Ltd.Stock848$2.73 萬<0.1%+39+4.8%加碼歷史
Schwab International Small-Cap Equity ETF808524888ETF729$2.70 萬<0.1%+729新進–
AGOAssured Guaranty LtdCOM328$2.70 萬<0.1%+6+1.9%加碼歷史
SUZSuzano S.A.SPON ADS2,826$2.70 萬<0.1%−174−5.8%減碼歷史
Tidal Trust I886364645SONICSHARES GBL783$2.68 萬<0.1%00.0%不變–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF390$2.67 萬<0.1%+390新進–
PHMPultegroup IncCOM202$2.67 萬<0.1%+58+40.3%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US376$2.65 萬<0.1%−722−65.8%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF340$2.65 萬<0.1%−74−17.9%減碼–
NETCloudflare, Inc.CL A COM341$2.64 萬<0.1%−71−17.2%減碼歷史
HRBH&R Block IncCOM453$2.62 萬<0.1%−88−16.3%減碼歷史
HBMHudbay Minerals Inc.COM3,131$2.61 萬<0.1%+756+31.8%加碼歷史
CAECae IncCOM1,434$2.61 萬<0.1%+305+27.0%加碼歷史
SNEXStoneX Group Inc.COM312$2.60 萬<0.1%00.0%不變歷史
SILASila Realty Trust, Inc.COMMON STOCK1,113$2.60 萬<0.1%+1,113新進歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG898$2.60 萬<0.1%+522+138.8%加碼–
iShares Tr46435G102CONV BD ETF323$2.59 萬<0.1%+219+210.6%加碼–
Global X FDS37954Y657US PFD ETF1,311$2.59 萬<0.1%+21+1.6%加碼–
FFIVF5, Inc.Stock127$2.59 萬<0.1%+32+33.7%加碼歷史
CVECenovus Energy Inc.COM1,285$2.59 萬<0.1%+189+17.2%加碼歷史
NOKNokia CorpSPONSORED ADR6,580$2.58 萬<0.1%+1,223+22.8%加碼歷史
STEPStepStone Group Inc.COM CL A512$2.57 萬<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM290$2.57 萬<0.1%+73+33.6%加碼歷史
SCIService Corp InternationalCOM321$2.57 萬<0.1%+33+11.5%加碼歷史
ELEstee Lauder Companies IncCL A257$2.56 萬<0.1%−394−60.5%減碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT392$2.55 萬<0.1%00.0%不變歷史
FNVFranco Nevada CorpStock198$2.55 萬<0.1%+35+21.5%加碼歷史
CNXCConcentrix CorpStock362$2.55 萬<0.1%+117+47.8%加碼歷史
DIODDiodes IncCOM325$2.54 萬<0.1%+63+24.0%加碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.53 萬<0.1%00.0%不變歷史
OLNOLIN CorpStock554$2.53 萬<0.1%+17+3.2%加碼歷史
SKYWSkywest IncCOM316$2.53 萬<0.1%−5−1.6%減碼歷史
HOLXHologic IncCOM309$2.52 萬<0.1%+44+16.6%加碼歷史
HUBGHub Group, Inc.CL A538$2.52 萬<0.1%+90+20.1%加碼歷史
TAPMolson Coors Beverage CoCL B475$2.51 萬<0.1%+84+21.5%加碼歷史
STRAStrategic Education, Inc.COM237$2.50 萬<0.1%00.0%不變歷史
DOXAmdocs LtdSHS285$2.49 萬<0.1%+10+3.6%加碼歷史
NBIXNeurocrine Biosciences IncStock176$2.49 萬<0.1%+32+22.2%加碼歷史
SEMSelect Medical Holdings CorpCOM625$2.49 萬<0.1%+116+22.8%加碼歷史
PLUSEplus IncCOM270$2.48 萬<0.1%00.0%不變歷史
KRPKimbell Royalty Partners, LPUNIT1,500$2.47 萬<0.1%+1,500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