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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
JBGSJBG Smith PropertiesCOM997$1.63 萬<0.1%+72+7.8%加碼歷史
ABCLAbCellera Biologics Inc.COM5,000$1.63 萬<0.1%+5,000新進歷史
GENGen Digital Inc.Stock627$1.63 萬<0.1%+157+33.4%加碼歷史
GRFSGrifols SASP ADR REP B NVT2,176$1.63 萬<0.1%+437+25.1%加碼歷史
Fidelity MSCI Financials Index ETF316092501ETF262$1.62 萬<0.1%+262新進–
OSCROscar Health, Inc.CL A915$1.62 萬<0.1%−262−22.3%減碼歷史
AFGAmerican Financial Group IncCOM123$1.61 萬<0.1%+7+6.0%加碼歷史
WTMWhite Mountains Insurance Group LtdCOM9$1.61 萬<0.1%00.0%不變歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR899$1.60 萬<0.1%−34−3.6%減碼歷史
CNRCore Natural Resources, Inc.COM160$1.60 萬<0.1%+33+26.0%加碼歷史
THGHanover Insurance Group, Inc.COM116$1.59 萬<0.1%+23+24.7%加碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD456$1.59 萬<0.1%+456新進–
UBSIUnited Bankshares IncCOM409$1.59 萬<0.1%+2+0.5%加碼歷史
iShares Inc464286608MSCI EURZONE ETF321$1.59 萬<0.1%−456−58.7%減碼–
NWLNewell Brands Inc.Stock1,846$1.59 萬<0.1%+307+19.9%加碼歷史
Expro Group Holdings N.V.N33462107COM681$1.58 萬<0.1%00.0%不變–
MANUManchester United plcORD CL A921$1.58 萬<0.1%+545+144.9%加碼歷史
MGAMagna International IncCOM356$1.58 萬<0.1%−959−72.9%減碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX64$1.56 萬<0.1%00.0%不變–
FLSFlowserve CorpCOM309$1.56 萬<0.1%+309新進歷史
NVSTEnvista Holdings CorpCOM915$1.56 萬<0.1%+55+6.4%加碼歷史
LECOLincoln Electric Holdings IncCOM76$1.56 萬<0.1%−31−29.0%減碼歷史
WPMWheaton Precious Metals Corp.COM261$1.56 萬<0.1%+15+6.1%加碼歷史
NEONeogenomics IncCOM NEW878$1.56 萬<0.1%+11+1.3%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW407$1.55 萬<0.1%−11−2.6%減碼歷史
RXORXO, Inc.COMMON STOCK489$1.55 萬<0.1%+14+2.9%加碼歷史
HCCWarrior Met Coal, Inc.COM224$1.55 萬<0.1%+22+10.9%加碼歷史
SNDRSchneider National, Inc.CL B575$1.55 萬<0.1%+30+5.5%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF769$1.55 萬<0.1%00.0%不變–
ACIWAci Worldwide, Inc.Stock356$1.54 萬<0.1%+27+8.2%加碼歷史
KMPRKEMPER CorpCOM240$1.54 萬<0.1%+147+158.1%加碼歷史
RYNRayonier IncCOM505$1.53 萬<0.1%+14+2.9%加碼歷史
FYBRFrontier Communications Parent, Inc.COM522$1.53 萬<0.1%+114+27.9%加碼歷史
IESCIES Holdings, Inc.COM99$1.52 萬<0.1%+83+518.8%加碼歷史
RESRPC IncCOM2,038$1.52 萬<0.1%−74−3.5%減碼歷史
LAMRLamar Advertising CoREIT127$1.52 萬<0.1%+1+0.8%加碼歷史
Affimed N VN01045207ORDINARY SHS NEW3,000$1.52 萬<0.1%+3,000新進–
LNTAlliant Energy CorpStock273$1.52 萬<0.1%−472−63.4%減碼歷史
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM386$1.52 萬<0.1%+386新進–
WisdomTree Tr97717W281EMG MKTS SMCAP293$1.52 萬<0.1%00.0%不變–
WisdomTree Tr97717W851JAPN HEDGE EQT138$1.52 萬<0.1%+91+193.6%加碼–
APAMArtisan Partners Asset Management Inc.CL A342$1.51 萬<0.1%+22+6.9%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF350$1.51 萬<0.1%+100+40.0%加碼–
KTBKontoor Brands, Inc.Stock215$1.51 萬<0.1%+29+15.6%加碼歷史
MVSTMicrovast Holdings, Inc.COM38,592$1.51 萬<0.1%+1,000+2.7%加碼歷史
SIGSignet Jewelers LtdSHS179$1.51 萬<0.1%−8−4.3%減碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,498$1.50 萬<0.1%+89+3.7%加碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK2,512$1.50 萬<0.1%+2,500+20,833.3%加碼歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF196$1.50 萬<0.1%+196新進–
ROCKGibraltar Industries, Inc.COM202$1.50 萬<0.1%00.0%不變歷史
FUTUFutu Holdings LtdSPON ADS CL A237$1.50 萬<0.1%+11+4.9%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF482$1.50 萬<0.1%+93+23.9%加碼–
BCBrunswick CorpCOM184$1.50 萬<0.1%+19+11.5%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.50 萬<0.1%00.0%不變歷史
iShares Tr464288513IBOXX HI YD ETF190$1.49 萬<0.1%+25+15.2%加碼–
MTXMinerals Technologies IncCOM190$1.49 萬<0.1%+49+34.8%加碼歷史
XUnited States Steel CorpCOM362$1.49 萬<0.1%+56+18.3%加碼歷史
CBRLCracker Barrel Old Country Store, IncCOM324$1.49 萬<0.1%+50+18.2%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF583$1.49 萬<0.1%+7+1.2%加碼–
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.48 萬<0.1%00.0%不變歷史
UGPUltrapar Holdings IncSP ADR REP COM3,761$1.48 萬<0.1%+2,024+116.5%加碼歷史
GOLFAcushnet Holdings Corp.COM204$1.48 萬<0.1%+56+37.8%加碼歷史
MIRMMirum Pharmaceuticals, Inc.COM365$1.48 萬<0.1%+95+35.2%加碼歷史
CASYCaseys General Stores IncCOM38$1.47 萬<0.1%+5+15.2%加碼歷史
ATOAtmos Energy CorpCOM115$1.47 萬<0.1%+1+0.9%加碼歷史
CZRCaesars Entertainment, Inc.COM365$1.46 萬<0.1%+252+223.0%加碼歷史
SBRASabra Health Care REIT, Inc.REIT898$1.46 萬<0.1%+86+10.6%加碼歷史
CALMCal-Maine Foods IncCOM NEW202$1.45 萬<0.1%+111+122.0%加碼歷史
MKSIMKS IncCOM114$1.44 萬<0.1%+26+29.5%加碼歷史
KRGKite Realty Group TrustCOM NEW581$1.43 萬<0.1%+23+4.1%加碼歷史
Atlantica Sustainable Infr PG0751N103SHS647$1.43 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap Growth ETF808524300ETF143$1.43 萬<0.1%00.0%不變–
SIMOSilicon Motion Technology CORPSPONSORED ADR205$1.42 萬<0.1%+28+15.8%加碼歷史
PDMPiedmont Realty Trust, Inc.COM CL A1,640$1.42 萬<0.1%+105+6.8%加碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT696$1.42 萬<0.1%+362+108.4%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW628$1.42 萬<0.1%+95+17.8%加碼歷史
GSLGlobal Ship Lease, Inc.COM CL A535$1.41 萬<0.1%+97+22.1%加碼歷史
USFDUS Foods Holding Corp.COM260$1.41 萬<0.1%+87+50.3%加碼歷史
Silvercrest Metals Inc828363101COM1,447$1.41 萬<0.1%+283+24.3%加碼–
CSTMConstellium SECL A SHS792$1.41 萬<0.1%+39+5.2%加碼歷史
GTGoodyear Tire & Rubber CoCOM1,205$1.41 萬<0.1%+1,205新進歷史
NEOGNeogen CorpCOM825$1.41 萬<0.1%+311+60.5%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.40 萬<0.1%00.0%不變歷史
PRGPROG Holdings, Inc.Stock310$1.40 萬<0.1%00.0%不變歷史
PFCPremier Financial CorpCOM550$1.39 萬<0.1%00.0%不變歷史
FMSFresenius Medical Care AGSPONSORED ADR722$1.39 萬<0.1%+141+24.3%加碼歷史
NWNNorthwest Natural Holding CoCOM346$1.38 萬<0.1%+332+2,371.4%加碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP649$1.38 萬<0.1%00.0%不變–
ELFe.l.f. Beauty, Inc.COM80$1.38 萬<0.1%+8+11.1%加碼歷史
BWABorgwarner IncCOM389$1.37 萬<0.1%−308−44.2%減碼歷史
FMCFMC CorpCOM NEW235$1.37 萬<0.1%−85−26.6%減碼歷史
SRCLStericycle IncCOM234$1.37 萬<0.1%−977−80.7%減碼歷史
LFUSLittelfuse IncCOM51$1.36 萬<0.1%−32−38.6%減碼歷史
ENTGEntegris IncCOM115$1.36 萬<0.1%−129−52.9%減碼歷史
COHRCoherent Corp.COM195$1.36 萬<0.1%+46+30.9%加碼歷史
THSTreeHouse Foods, Inc.COM337$1.36 萬<0.1%+14+4.3%加碼歷史
LTCLTC Properties IncREIT380$1.36 萬<0.1%00.0%不變歷史
AINAlbany International CorpCL A145$1.36 萬<0.1%+12+9.0%加碼歷史
MATXMatson, Inc.COM102$1.35 萬<0.1%00.0%不變歷史
KWKennedy-Wilson Holdings, Inc.COM1,300$1.35 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