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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
Innovator ETFs Trust45782C417US EQTY PWR BUF383$1.35 萬<0.1%00.0%不變–
BAPCredicorp LtdCOM79$1.35 萬<0.1%−11−12.2%減碼歷史
MYGNMyriad Genetics IncCOM481$1.35 萬<0.1%+13+2.8%加碼歷史
AVYAvery Dennison CorpCOM62$1.34 萬<0.1%+11+21.6%加碼歷史
HTHTH World Group LtdSPONSORED ADS448$1.34 萬<0.1%−108−19.4%減碼歷史
CWKCushman & Wakefield Ltd.SHS1,025$1.34 萬<0.1%−44−4.1%減碼歷史
PNNTPennantpark Investment CorpCOM1,842$1.34 萬<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME406$1.34 萬<0.1%−793−66.1%減碼–
JEFJefferies Financial Group Inc.COM229$1.34 萬<0.1%−43−15.8%減碼歷史
MEDPMedpace Holdings, Inc.COM35$1.34 萬<0.1%−2−5.4%減碼歷史
PCHPotlatchdeltic CorpCOM300$1.33 萬<0.1%+36+13.6%加碼歷史
WTRGEssential Utilities, Inc.COM327$1.33 萬<0.1%+59+22.0%加碼歷史
FISIFinancial Institutions IncCOM505$1.33 萬<0.1%00.0%不變歷史
HCMHUTCHMED (China) LtdSPONSORED ADS680$1.32 萬<0.1%+594+690.7%加碼歷史
BFHBread Financial Holdings, Inc.COM242$1.32 萬<0.1%00.0%不變歷史
REYNReynolds Consumer Products Inc.COM473$1.32 萬<0.1%−81−14.6%減碼歷史
MMSMaximus, Inc.COM141$1.31 萬<0.1%+30+27.0%加碼歷史
PTENPatterson Uti Energy IncCOM1,190$1.31 萬<0.1%+175+17.2%加碼歷史
RRyder System IncCOM93$1.30 萬<0.1%+4+4.5%加碼歷史
Greenbrier Cos Inc393657AM3NOTE 2.875% 4/112,000$1.30 萬<0.1%+12,000新進–
HOODRobinhood Markets, Inc.Stock630$1.30 萬<0.1%+69+12.3%加碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 1500309$1.29 萬<0.1%+1+0.3%加碼–
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.29 萬<0.1%00.0%不變歷史
ACHRArcher Aviation Inc.Stock3,100$1.29 萬<0.1%+3,100新進歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF68$1.29 萬<0.1%+2+3.0%加碼–
VIAVViavi Solutions Inc.COM1,600$1.29 萬<0.1%+1,430+841.2%加碼歷史
Liberty Media Corp531229789Stock569$1.28 萬<0.1%−792−58.2%減碼–
BCOBrinks CoCOM116$1.28 萬<0.1%+29+33.3%加碼歷史
DEIDouglas Emmett IncCOM793$1.28 萬<0.1%+8+1.0%加碼歷史
FSVFirstService CorpCOM73$1.27 萬<0.1%−53−42.1%減碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US128$1.27 萬<0.1%+1+0.8%加碼–
EPAMEPAM Systems, Inc.COM59$1.27 萬<0.1%+15+34.1%加碼歷史
INSMINSMED IncCOM PAR $.01174$1.27 萬<0.1%+78+81.3%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK701$1.27 萬<0.1%00.0%不變歷史
RCReady Capital CorpCOM1,358$1.26 萬<0.1%−152−10.1%減碼歷史
RRXRegal Rexnord CorpCOM78$1.25 萬<0.1%−48−38.1%減碼歷史
ICUIIcu Medical IncCOM98$1.24 萬<0.1%+8+8.9%加碼歷史
VLYValley National BancorpCOM1,481$1.24 萬<0.1%+430+40.9%加碼歷史
ENPHEnphase Energy, Inc.Stock108$1.24 萬<0.1%−4−3.6%減碼歷史
SQSPSquarespace, Inc.CLASS A278$1.23 萬<0.1%+78+39.0%加碼歷史
CINFCincinnati Financial CorpCOM94$1.23 萬<0.1%+9+10.6%加碼歷史
FHBFirst Hawaiian, Inc.COM489$1.22 萬<0.1%+48+10.9%加碼歷史
Akamai Technologies Inc00971TAL5NOTE 0.375% 9/012,000$1.22 萬<0.1%+12,000新進–
LILi Auto Inc.SPONSORED ADS614$1.21 萬<0.1%+411+202.5%加碼歷史
BHFBrighthouse Financial, Inc.COM243$1.21 萬<0.1%00.0%不變歷史
AKRAcadia Realty TrustCOM SH BEN INT560$1.21 萬<0.1%+63+12.7%加碼歷史
HEIHeico CorpCOM50$1.21 萬<0.1%+3+6.4%加碼歷史
BHEBenchmark Electronics IncCOM250$1.20 萬<0.1%+68+37.4%加碼歷史
BRKLBrookline Bancorp IncCOM1,139$1.19 萬<0.1%00.0%不變歷史
WMGWarner Music Group Corp.COM CL A398$1.19 萬<0.1%+286+255.4%加碼歷史
PBIPitney Bowes IncCOM1,805$1.19 萬<0.1%+320+21.5%加碼歷史
PATKPatrick Industries IncCOM93$1.19 萬<0.1%+17+22.4%加碼歷史
MATMattel IncCOM617$1.19 萬<0.1%−1−0.2%減碼歷史
SITCSITE Centers Corp.COM769$1.19 萬<0.1%00.0%不變歷史
Paramount Global92556H206CL B1,037$1.18 萬<0.1%+230+28.5%加碼–
PLURPluri Inc.COM2,000$1.18 萬<0.1%+1,750+700.0%加碼依 1 比 8 拆股換算歷史
Amplify Blockchain Technology ETF032108607ETF322$1.18 萬<0.1%00.0%不變–
AXTAAxalta Coating Systems Ltd.COM331$1.18 萬<0.1%−419−55.9%減碼歷史
IONSIonis Pharmaceuticals IncCOM238$1.18 萬<0.1%+1+0.4%加碼歷史
BLKBBlackbaud IncCOM148$1.17 萬<0.1%+8+5.7%加碼歷史
FLFoot Locker, Inc.COM404$1.17 萬<0.1%+27+7.2%加碼歷史
Lci Inds501812AB7NOTE 1.125% 5/112,000$1.17 萬<0.1%+12,000新進–
GMEDGlobus Medical IncStock163$1.17 萬<0.1%−14−7.9%減碼歷史
YUMCYum China Holdings, Inc.COM387$1.17 萬<0.1%+223+136.0%加碼歷史
LEGNLegend Biotech CorpSPONSORED ADS207$1.17 萬<0.1%+155+298.1%加碼歷史
SMARSmartsheet IncCOM CL A243$1.17 萬<0.1%+43+21.5%加碼歷史
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER303$1.16 萬<0.1%+303新進–
CVBFCVB Financial CorpCOM609$1.16 萬<0.1%+58+10.5%加碼歷史
LPXLouisiana-Pacific CorpCOM118$1.16 萬<0.1%−36−23.4%減碼歷史
HLLYHolley Inc.COM2,940$1.16 萬<0.1%00.0%不變歷史
CNOCNO Financial Group, Inc.COM332$1.16 萬<0.1%+100+43.1%加碼歷史
PEGAPegasystems IncCOM166$1.16 萬<0.1%+7+4.4%加碼歷史
DANDANA IncCOM910$1.16 萬<0.1%+196+27.5%加碼歷史
ROIVRoivant Sciences Ltd.SHS1,065$1.16 萬<0.1%+836+365.1%加碼歷史
Fidelity Covington Trust316092709MSCI INDL INDX167$1.15 萬<0.1%+167新進–
ALLYAlly Financial Inc.Stock256$1.15 萬<0.1%+28+12.3%加碼歷史
JJSFJ&J Snack Foods CorpCOM68$1.15 萬<0.1%+19+38.8%加碼歷史
NMFCNew Mountain Finance CorpCOM925$1.15 萬<0.1%00.0%不變歷史
PRGOPERRIGO Co plcSHS405$1.14 萬<0.1%+159+64.6%加碼歷史
TOLToll Brothers, Inc.COM80$1.14 萬<0.1%+24+42.9%加碼歷史
SXTSensient Technologies CorpCOM146$1.14 萬<0.1%+1+0.7%加碼歷史
ESABESAB CorpCOM112$1.14 萬<0.1%+61+119.6%加碼歷史
KDKyndryl Holdings, Inc.Stock423$1.14 萬<0.1%+87+25.9%加碼歷史
OFGOfg BancorpCOM250$1.14 萬<0.1%00.0%不變歷史
ACIAlbertsons Companies, Inc.COMMON STOCK571$1.13 萬<0.1%−644−53.0%減碼歷史
BAHBooz Allen Hamilton Holding CorpCL A79$1.13 萬<0.1%+27+51.9%加碼歷史
VPGVishay Precision Group, Inc.COM330$1.13 萬<0.1%+81+32.5%加碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD489$1.13 萬<0.1%+128+35.5%加碼–
SHOSunstone Hotel Investors, Inc.COM1,090$1.13 萬<0.1%00.0%不變歷史
ODPODP CorpCOM266$1.12 萬<0.1%+57+27.3%加碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX124$1.12 萬<0.1%00.0%不變–
SPHRSphere Entertainment Co.CL A252$1.12 萬<0.1%+252新進歷史
SBACSba Communications CorpCL A51$1.12 萬<0.1%−11−17.7%減碼歷史
DXCDXC Technology CoStock550$1.12 萬<0.1%−4−0.7%減碼歷史
GTLBGitlab Inc.CLASS A COM218$1.12 萬<0.1%+34+18.5%加碼歷史
SIRISirius XM Holdings Inc.COM3,232$1.11 萬<0.1%+1,302+67.5%加碼歷史
MRTNMarten Transport LtdCOM585$1.10 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.10 萬<0.1%00.0%不變–
CPKChesapeake Utilities CorpCOM93$1.10 萬<0.1%+14+17.7%加碼歷史
TXTTextron IncCOM118$1.10 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