跳到主要內容

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
TIMBTim S.A.SPONSORED ADR1,606$2.47 萬<0.1%+835+108.3%加碼歷史
HRLHormel Foods CorpCOM768$2.47 萬<0.1%+27+3.6%加碼歷史
STNGScorpio Tankers Inc.SHS321$2.46 萬<0.1%+291+970.0%加碼歷史
MNDYmonday.com Ltd.SHS107$2.46 萬<0.1%+15+16.3%加碼歷史
JBLUJetBlue Airways CorpCOM3,833$2.46 萬<0.1%+194+5.3%加碼歷史
DPZDominos Pizza IncCOM57$2.44 萬<0.1%+20+54.1%加碼歷史
FULFuller H B CoStock283$2.44 萬<0.1%+16+6.0%加碼歷史
UCBUnited Community Banks IncCOM786$2.43 萬<0.1%+160+25.6%加碼歷史
ALEAllete IncCOM NEW377$2.43 萬<0.1%+32+9.3%加碼歷史
CPNGCoupang, Inc.CL A1,169$2.43 萬<0.1%+168+16.8%加碼歷史
PACPacific Airport GroupSPON ADS B152$2.42 萬<0.1%+28+22.6%加碼歷史
CROXCrocs, Inc.COM179$2.41 萬<0.1%+15+9.1%加碼歷史
PHINPhinia Inc.COMMON STOCK538$2.40 萬<0.1%00.0%不變歷史
SOLVSolventum CorpStock406$2.39 萬<0.1%−53−11.5%減碼歷史
WATWaters CorpCOM71$2.39 萬<0.1%−11−13.4%減碼歷史
KOPNKopin CorpCOM22,500$2.38 萬<0.1%+2,000+9.8%加碼歷史
Fidelity Covington Trust316092873MSCI COMMNTN SVC461$2.38 萬<0.1%+461新進–
MCWMister Car Wash, Inc.COM3,131$2.38 萬<0.1%+1,612+106.1%加碼歷史
RELYRemitly Global, Inc.COM1,797$2.37 萬<0.1%+1,333+287.3%加碼歷史
NFGNational Fuel Gas CoStock405$2.37 萬<0.1%+19+4.9%加碼歷史
GAPGap IncCOM1,009$2.37 萬<0.1%+235+30.4%加碼歷史
AGRAvangrid, Inc.COM662$2.36 萬<0.1%−30−4.3%減碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ532$2.36 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD336917109SHS579$2.35 萬<0.1%+579新進–
KNKnowles CorpCOM1,283$2.34 萬<0.1%+119+10.2%加碼歷史
ProShares Bitcoin ETF74347G440ETF1,033$2.34 萬<0.1%+160+18.3%加碼–
AKAMAkamai Technologies IncCOM238$2.34 萬<0.1%+23+10.7%加碼歷史
LXFRLuxfer Holdings PLCSHS1,804$2.33 萬<0.1%+378+26.5%加碼歷史
VLGEAVillage Super Market IncCL A NEW736$2.33 萬<0.1%+483+190.9%加碼歷史
CPACopa Holdings, S.A.CL A262$2.33 萬<0.1%+127+94.1%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF827$2.32 萬<0.1%+7+0.9%加碼–
IRTIndependence Realty Trust, Inc.COM1,245$2.32 萬<0.1%+134+12.1%加碼歷史
BLMNBloomin' Brands, Inc.COM1,111$2.32 萬<0.1%−161−12.7%減碼歷史
GFFGriffon CorpCOM321$2.31 萬<0.1%−1−0.3%減碼歷史
HOUSAnywhere Real Estate Inc.COM4,900$2.31 萬<0.1%−1,044−17.6%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF241$2.31 萬<0.1%00.0%不變–
Pacer FDS Tr69374H865EMRG MKT CASH1,140$2.31 萬<0.1%−243−17.6%減碼–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.30 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A516ST INTL BBG ETF1,036$2.30 萬<0.1%+834+412.9%加碼–
ABRArbor Realty Trust IncCOM1,704$2.30 萬<0.1%+537+46.0%加碼歷史
WDWalker & Dunlop, Inc.COM215$2.30 萬<0.1%+24+12.6%加碼歷史
MRCYMercury Systems IncCOM646$2.30 萬<0.1%+393+155.3%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR3,350$2.28 萬<0.1%+498+17.5%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT1,322$2.28 萬<0.1%00.0%不變–
Fidelity MSCI Health Care Index ETF316092600ETF322$2.28 萬<0.1%+322新進–
Fidelity MSCI Energy Index ETF316092402ETF883$2.27 萬<0.1%+510+136.7%加碼–
AOSSmith A O CorpCOM266$2.26 萬<0.1%+22+9.0%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL701$2.26 萬<0.1%00.0%不變–
ONTOOnto Innovation Inc.COM118$2.26 萬<0.1%+22+22.9%加碼歷史
iShares Tr46434V274INTL EQTY FACTOR745$2.25 萬<0.1%+745新進–
WBAWalgreens Boots Alliance, Inc.COM1,891$2.24 萬<0.1%−151−7.4%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF621$2.24 萬<0.1%+82+15.2%加碼–
BURLBurlington Stores, Inc.COM86$2.24 萬<0.1%+1+1.2%加碼歷史
DOVDOVER CorpCOM121$2.23 萬<0.1%+40+49.4%加碼歷史
DAYDayforce, Inc.COM376$2.23 萬<0.1%+84+28.8%加碼歷史
AAONAaon, Inc.COM PAR $0.004251$2.22 萬<0.1%+21+9.1%加碼歷史
DYDycom Industries IncCOM121$2.22 萬<0.1%+49+68.1%加碼歷史
TGNATegna IncCOM1,393$2.22 萬<0.1%+160+13.0%加碼歷史
DHTDHT Holdings, Inc.SHS NEW1,887$2.22 萬<0.1%+1,485+369.4%加碼歷史
EGHT8X8 IncCOM7,195$2.22 萬<0.1%−1,000−12.2%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.21 萬<0.1%00.0%不變歷史
ARK ETF Tr00214Q302GENOMIC REV ETF815$2.20 萬<0.1%−875−51.8%減碼–
AGMFederal Agricultural Mortgage CorpCL C106$2.19 萬<0.1%00.0%不變歷史
HPHelmerich & Payne, Inc.COM541$2.19 萬<0.1%+20+3.8%加碼歷史
CSGPCostar Group, Inc.COM280$2.18 萬<0.1%−39−12.2%減碼歷史
ABCBAmeris BancorpCOM356$2.17 萬<0.1%00.0%不變歷史
ALKSAlkermes plc.SHS793$2.17 萬<0.1%+178+28.9%加碼歷史
CMRECostamare Inc.SHS1,459$2.16 萬<0.1%+1,012+226.4%加碼歷史
iShares Tr464287580US CONSUM DISCRE263$2.16 萬<0.1%+263新進–
PPLIPeople IncCOM NEW406$2.14 萬<0.1%+21+5.5%加碼歷史
MPTMedical Properties Trust IncCOM4,456$2.14 萬<0.1%−165−3.6%減碼歷史
SSRMSSR Mining Inc.Stock3,862$2.14 萬<0.1%+3,367+680.2%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM182$2.13 萬<0.1%+38+26.4%加碼歷史
FBPFirst BancorpCOM NEW992$2.13 萬<0.1%00.0%不變歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.13 萬<0.1%00.0%不變歷史
HOGHarley-Davidson, Inc.COM567$2.13 萬<0.1%−4−0.7%減碼歷史
JNPRJuniper Networks IncCOM564$2.13 萬<0.1%+8+1.4%加碼歷史
ETSYEtsy IncCOM326$2.12 萬<0.1%−131−28.7%減碼歷史
PLYAPlaya Hotels & Resorts N.V.SHS2,500$2.12 萬<0.1%+2,500新進歷史
CGCarlyle Group Inc.COM425$2.11 萬<0.1%−3,271−88.5%減碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF420$2.11 萬<0.1%+420新進–
BROBrown & Brown, Inc.Stock212$2.11 萬<0.1%+27+14.6%加碼歷史
EMNEastman Chemical CoStock203$2.10 萬<0.1%+38+23.0%加碼歷史
PBProsperity Bancshares IncCOM289$2.10 萬<0.1%+100+52.9%加碼歷史
ARCHArch Resources, Inc.CL A143$2.10 萬<0.1%+104+266.7%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF62$2.09 萬<0.1%00.0%不變–
TSTenaris SASPONSORED ADS656$2.09 萬<0.1%−185−22.0%減碼歷史
ACGLArch Capital Group Ltd.Stock218$2.09 萬<0.1%+2+0.9%加碼歷史
GLGlobe Life Inc.COM225$2.09 萬<0.1%+55+32.4%加碼歷史
TECHBIO-TECHNE CorpCOM255$2.08 萬<0.1%−81−24.1%減碼歷史
ARLPAlliance Resource Partners LPStock838$2.08 萬<0.1%+25+3.1%加碼歷史
VSATViasat IncCOM1,025$2.07 萬<0.1%+848+479.1%加碼歷史
MTArcelorMittalNY REGISTRY SH901$2.06 萬<0.1%−58−6.0%減碼歷史
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.05 萬<0.1%00.0%不變–
ASRSoutheast Airport GroupSPON ADR SER B68$2.04 萬<0.1%+15+28.3%加碼歷史
GATXGatx CorpCOM146$2.04 萬<0.1%+1+0.7%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,074$2.04 萬<0.1%+163+17.9%加碼歷史
TTMITTM Technologies IncCOM1,049$2.03 萬<0.1%00.0%不變歷史
DBX ETF Tr233051432XTRACK USD HIGH563$2.03 萬<0.1%00.0%不變–
MTRXMatrix Service CoCOM2,000$2.02 萬<0.1%00.0%不變歷史

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