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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
SQMChemical & Mining Co of Chile IncSPON ADR SER B531$2.02 萬<0.1%−125−19.1%減碼歷史
EDConsolidated Edison IncStock207$2.02 萬<0.1%−301−59.3%減碼歷史
PPBIPacific Premier Bancorp IncCOM746$2.02 萬<0.1%+31+4.3%加碼歷史
TMETencent Music Entertainment GroupSPON ADS1,422$2.02 萬<0.1%+124+9.6%加碼歷史
EXPEagle Materials IncCOM74$2.01 萬<0.1%+6+8.8%加碼歷史
BKUBankUnited, Inc.COM523$2.01 萬<0.1%00.0%不變歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP491$2.01 萬<0.1%00.0%不變–
WBDWarner Bros. Discovery, Inc.Stock2,323$2.01 萬<0.1%+518+28.7%加碼歷史
EXKEndeavour Silver CorpCOM4,427$2.00 萬<0.1%+110+2.5%加碼歷史
TIGOMillicom International Cellular SACOM STK804$1.99 萬<0.1%+223+38.4%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD994$1.98 萬<0.1%−340−25.5%減碼–
VRSNVerisign IncCOM106$1.98 萬<0.1%−136−56.2%減碼歷史
ARCBArcbest CorpCOM157$1.98 萬<0.1%+5+3.3%加碼歷史
MTRNMATERION CorpCOM164$1.98 萬<0.1%00.0%不變歷史
ALKAlaska Air Group, Inc.COM525$1.97 萬<0.1%−74−12.4%減碼歷史
SOHUSohu.com LtdSPONSORED ADS1,306$1.97 萬<0.1%+177+15.7%加碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B1,175$1.96 萬<0.1%+111+10.4%加碼歷史
TACTransalta CorpCOM2,602$1.96 萬<0.1%+197+8.2%加碼歷史
FHIFederated Hermes, Inc.CL B571$1.96 萬<0.1%+422+283.2%加碼歷史
NJRNew Jersey Resources CorpStock417$1.95 萬<0.1%+22+5.6%加碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS427$1.92 萬<0.1%+174+68.8%加碼歷史
SIISprott Inc.COM NEW431$1.92 萬<0.1%+49+12.8%加碼歷史
NPOEnpro Inc.COM112$1.91 萬<0.1%−3−2.6%減碼歷史
VGRVector Group LtdCOM1,493$1.91 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock134$1.91 萬<0.1%+3+2.3%加碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$1.91 萬<0.1%00.0%不變歷史
CFFNCapitol Federal Financial, Inc.COM3,015$1.91 萬<0.1%+1,638+119.0%加碼歷史
KNFKnife River CorpStock239$1.90 萬<0.1%+210+724.1%加碼歷史
MLMMartin Marietta Materials IncCOM32$1.90 萬<0.1%−7−17.9%減碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE616$1.90 萬<0.1%+275+80.6%加碼–
CPAYCorpay, Inc.COM SHS65$1.90 萬<0.1%+35+116.7%加碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.90 萬<0.1%00.0%不變–
FGF&G Annuities & Life, Inc.COMMON STOCK439$1.89 萬<0.1%+8+1.9%加碼歷史
HLHecla Mining CoCOM3,269$1.89 萬<0.1%+2,032+164.3%加碼歷史
JDJD.com, Inc.SPON ADS CL A716$1.89 萬<0.1%+47+7.0%加碼歷史
CNKCinemark Holdings, Inc.COM800$1.89 萬<0.1%00.0%不變歷史
BNLBroadstone Net Lease, Inc.COM1,083$1.89 萬<0.1%+629+138.5%加碼歷史
PLXSPlexus CorpCOM147$1.88 萬<0.1%00.0%不變歷史
CABOCable One, Inc.COM45$1.86 萬<0.1%+38+542.9%加碼歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT4,515$1.86 萬<0.1%−1,218−21.2%減碼歷史
LXPLXP Industrial TrustCOM1,802$1.86 萬<0.1%+62+3.6%加碼歷史
HIWHighwoods Properties, Inc.COM599$1.86 萬<0.1%+57+10.5%加碼歷史
SMPStandard Motor Products, Inc.Stock565$1.85 萬<0.1%+565新進歷史
ZIONZions Bancorporation, National AssociationCOM358$1.85 萬<0.1%+2+0.6%加碼歷史
WSFSWSFS Financial CorpCOM327$1.85 萬<0.1%00.0%不變歷史
Clearway Energy, Inc.18539C105CL A748$1.84 萬<0.1%00.0%不變–
WGOWinnebago Industries IncCOM293$1.83 萬<0.1%+136+86.6%加碼歷史
ECHOEchoStar CORPCL A910$1.83 萬<0.1%+12+1.3%加碼歷史
OCOwens CorningStock98$1.83 萬<0.1%+25+34.2%加碼歷史
MGEEMge Energy IncCOM207$1.82 萬<0.1%+141+213.6%加碼歷史
AATAmerican Assets Trust, Inc.COM685$1.82 萬<0.1%+33+5.1%加碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$1.81 萬<0.1%00.0%不變–
RPMRPM International IncCOM148$1.80 萬<0.1%+3+2.1%加碼歷史
EXEExpand Energy CorpCOM235$1.79 萬<0.1%+32+15.8%加碼歷史
PEverpure, Inc.CL A298$1.79 萬<0.1%+39+15.1%加碼歷史
EEFTEuronet Worldwide, Inc.COM175$1.78 萬<0.1%+46+35.7%加碼歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL554$1.78 萬<0.1%+2+0.4%加碼–
LADRLadder Capital CorpCL A1,483$1.78 萬<0.1%+48+3.3%加碼歷史
SKTTanger Inc.COM615$1.78 萬<0.1%+25+4.2%加碼歷史
APOGApogee Enterprises, Inc.COM258$1.77 萬<0.1%00.0%不變歷史
WFRDWeatherford International plcORD SHS150$1.77 萬<0.1%+126+525.0%加碼歷史
AGCOAGCO CorpCOM187$1.77 萬<0.1%+18+10.7%加碼歷史
EXPEExpedia Group, Inc.Stock138$1.76 萬<0.1%+28+25.5%加碼歷史
CRUSCirrus Logic, Inc.Stock135$1.76 萬<0.1%+29+27.4%加碼歷史
BECNQxo Building Products, Inc.COM171$1.76 萬<0.1%+27+18.8%加碼歷史
SEI Exchange Traded Funds81589A205QIM US LARGE CAP533$1.76 萬<0.1%00.0%不變–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD9,249$1.76 萬<0.1%+3,592+63.5%加碼歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$1.76 萬<0.1%+2,040+51,000.0%加碼–
TMDXTransMedics Group, Inc.COM123$1.75 萬<0.1%−55−30.9%減碼歷史
TFXTeleflex IncCOM79$1.75 萬<0.1%−9−10.2%減碼歷史
BRCBrady CorpCL A243$1.74 萬<0.1%+138+131.4%加碼歷史
GBXGreenbrier Companies IncStock339$1.73 萬<0.1%00.0%不變歷史
BEKEKE Holdings Inc.SPONSORED ADS1,246$1.73 萬<0.1%+680+120.1%加碼歷史
NVRNVR IncCOM2$1.72 萬<0.1%00.0%不變歷史
IPARInterparfums IncCOM122$1.72 萬<0.1%−7−5.4%減碼歷史
XMTRXometry, Inc.CLASS A COM1,173$1.72 萬<0.1%−131−10.0%減碼歷史
Olink Hldg AB680710100SPONSORED ADS658$1.72 萬<0.1%+152+30.0%加碼–
TCOMTrip.com Group LtdADS402$1.71 萬<0.1%+240+148.1%加碼歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$1.71 萬<0.1%00.0%不變–
KEYKeycorpCOM1,058$1.71 萬<0.1%−116−9.9%減碼歷史
PKPark Hotels & Resorts Inc.COM1,132$1.70 萬<0.1%+27+2.4%加碼歷史
DLXDeluxe CorpCOM698$1.70 萬<0.1%00.0%不變歷史
LBRTLiberty Energy Inc.COM CL A701$1.69 萬<0.1%+60+9.4%加碼歷史
PRMWPrimo Water CorpCOM771$1.69 萬<0.1%+470+156.1%加碼歷史
IBTXIndependent Bank Group, Inc.COM286$1.69 萬<0.1%+25+9.6%加碼歷史
HTZHertz Global Holdings, IncCOM NEW4,136$1.69 萬<0.1%+401+10.7%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM514$1.69 萬<0.1%+14+2.8%加碼歷史
MATWMatthews International CorpCL A582$1.68 萬<0.1%−60−9.3%減碼歷史
BTUPeabody Energy CorpCOM758$1.68 萬<0.1%−418−35.5%減碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.68 萬<0.1%00.0%不變歷史
IDCCInterDigital, Inc.COM137$1.68 萬<0.1%+75+121.0%加碼歷史
SIGISelective Insurance Group IncCOM186$1.68 萬<0.1%+14+8.1%加碼歷史
FETForum Energy Technologies, Inc.COM908$1.68 萬<0.1%00.0%不變歷史
ONONOn Holding AGStock403$1.67 萬<0.1%+35+9.5%加碼歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I275$1.67 萬<0.1%+4+1.5%加碼–
PIPRPiper Sandler CompaniesCOM61$1.67 萬<0.1%+61新進歷史
CBZCBIZ, Inc.COM240$1.67 萬<0.1%+19+8.6%加碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock425$1.66 萬<0.1%00.0%不變–
IOSPInnospec Inc.COM126$1.65 萬<0.1%+38+43.2%加碼歷史
ACTEnact Holdings, Inc.COM481$1.64 萬<0.1%+104+27.6%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