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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
AMRAlpha Metallurgical Resources, Inc.COM37$1.09 萬<0.1%+35+1,750.0%加碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF462$1.09 萬<0.1%−3,484−88.3%減碼–
BGRBlackRock Energy & Resources TrustCOM820$1.09 萬<0.1%00.0%不變歷史
NINisource Inc.COM349$1.09 萬<0.1%+36+11.5%加碼歷史
ZNTLZentalis Pharmaceuticals, Inc.COM2,797$1.09 萬<0.1%+1,187+73.7%加碼歷史
HBIHanesbrands Inc.COM1,830$1.09 萬<0.1%+438+31.5%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS623$1.09 萬<0.1%−518−45.4%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO74$1.08 萬<0.1%00.0%不變–
INVAInnoviva, Inc.COM574$1.08 萬<0.1%00.0%不變歷史
NXTNextpower Inc.Stock220$1.08 萬<0.1%+99+81.8%加碼歷史
FIBKFirst Interstate Bancsystem IncCOM342$1.08 萬<0.1%+102+42.5%加碼歷史
RBLXRoblox CorpStock259$1.08 萬<0.1%−263−50.4%減碼歷史
ENREnergizer Holdings, Inc.COM349$1.07 萬<0.1%00.0%不變歷史
VVRInvesco Senior Income TrustCOM2,500$1.07 萬<0.1%00.0%不變歷史
SAICScience Applications International CorpCOM86$1.07 萬<0.1%+23+36.5%加碼歷史
COLLCollegium Pharmaceutical, IncCOM277$1.07 萬<0.1%−41−12.9%減碼歷史
FCNFti Consulting, IncCOM49$1.07 萬<0.1%+5+11.4%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A783$1.07 萬<0.1%+73+10.3%加碼歷史
BJRIBJs RESTAURANTS INCCOM338$1.07 萬<0.1%00.0%不變歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR465$1.07 萬<0.1%00.0%不變歷史
BRBRBellring Brands, Inc.Stock208$1.07 萬<0.1%+23+12.4%加碼歷史
Ford MTR Co Del345370CZ1NOTE 3/111,000$1.07 萬<0.1%+11,000新進–
HCSGHealthcare Services Group IncCOM933$1.07 萬<0.1%+156+20.1%加碼歷史
GDSGDS Holdings LtdSPONSORED ADS946$1.06 萬<0.1%+226+31.4%加碼歷史
GDDYGoDaddy Inc.CL A73$1.06 萬<0.1%−14−16.1%減碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW751$1.06 萬<0.1%−53−6.6%減碼歷史
FSSFederal Signal CorpCOM106$1.06 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF194$1.05 萬<0.1%−5,729−96.7%減碼–
FLYWFlywire CorpCOM VTG571$1.05 萬<0.1%−197−25.7%減碼歷史
TXNMTXNM Energy IncCOM251$1.04 萬<0.1%−119−32.2%減碼歷史
Goldman Sachs ETF Tr381430479ACCESS INVT GR226$1.04 萬<0.1%+226新進–
FSMFortuna Mining Corp.Stock2,155$1.04 萬<0.1%+30+1.4%加碼歷史
VREVeris Residential, Inc.COM662$1.04 萬<0.1%00.0%不變歷史
PINCPremier, Inc.CL A494$1.04 萬<0.1%−442−47.2%減碼歷史
BEPCBrookfield Renewable CorpCL A SUB VTG369$1.04 萬<0.1%+2+0.5%加碼歷史
MTTRMatterport, Inc.COM CL A2,324$1.03 萬<0.1%+768+49.4%加碼歷史
ADUSAddus HomeCare CorpCOM85$1.03 萬<0.1%00.0%不變歷史
KSSKOHLS CorpStock476$1.03 萬<0.1%−21−4.2%減碼歷史
AXSMAxsome Therapeutics, Inc.COM118$1.03 萬<0.1%+99+521.1%加碼歷史
NWSNews CorpCL B360$1.03 萬<0.1%−29−7.5%減碼歷史
AROWArrow Financial CorpCOM325$1.02 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072349US LARGE CAP VLU159$1.02 萬<0.1%+1+0.6%加碼–
ECEcopetrol S.A.SPONSORED ADS951$1.02 萬<0.1%+341+55.9%加碼歷史
HSTHost Hotels & Resorts, Inc.COM582$1.02 萬<0.1%+27+4.9%加碼歷史
DNOWDNOW Inc.COM663$1.02 萬<0.1%00.0%不變歷史
VMIValmont Industries IncCOM34$1.02 萬<0.1%00.0%不變歷史
SUISun Communities IncCOM80$1.01 萬<0.1%+5+6.7%加碼歷史
NEUNewmarket CorpCOM18$1.01 萬<0.1%+1+5.9%加碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C125$1.01 萬<0.1%+45+56.3%加碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,632$1.01 萬<0.1%−877−15.9%減碼歷史
OVVOvintiv Inc.COM217$1.01 萬<0.1%−117−35.0%減碼歷史
HGTYHagerty, Inc.CL A COM910$1.01 萬<0.1%+848+1,367.7%加碼歷史
ProShares Tr74347X831ULTRAPRO QQQ147$1.00 萬<0.1%+147新進–
DACDanaos CorpSHS116$1.00 萬<0.1%+51+78.5%加碼歷史
PUMPProPetro Holding Corp.COM1,040$9,974<0.1%−259−19.9%減碼歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$9,973<0.1%00.0%不變–
State Street SPDR S&P Semiconductor ETF78464A862ETF41$9,939<0.1%+20+95.2%加碼–
Goldman Sachs ETF Tr38149W788CMN301$9,885<0.1%00.0%不變–
CBUCommunity Financial System, Inc.COM160$9,869<0.1%+35+28.0%加碼歷史
ASTHAstrana Health, Inc.COM NEW188$9,862<0.1%00.0%不變歷史
KLGWK Kellogg CoCOM558$9,821<0.1%+405+264.7%加碼歷史
DBXDropbox, Inc.CL A410$9,807<0.1%+121+41.9%加碼歷史
RGLDRoyal Gold IncStock71$9,806<0.1%+20+39.2%加碼歷史
Fidelity Covington Trust316092303CONSMR STAPLES202$9,773<0.1%+202新進–
HEHawaiian Electric Industries IncCOM590$9,770<0.1%+77+15.0%加碼歷史
WTSWatts Water Technologies IncCL A47$9,755<0.1%+5+11.9%加碼歷史
NTNXNutanix, Inc.Stock193$9,749<0.1%+51+35.9%加碼歷史
ALSNAllison Transmission Holdings IncStock110$9,745<0.1%+61+124.5%加碼歷史
OPLNOPENLANE, Inc.COM545$9,745<0.1%00.0%不變歷史
CBANColony Bankcorp IncCOM626$9,721<0.1%00.0%不變歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR621$9,706<0.1%+37+6.3%加碼歷史
YALAYalla Group LtdADS2,261$9,699<0.1%−3,315−59.5%減碼歷史
BANCBanc of California, Inc.COM692$9,674<0.1%00.0%不變歷史
RTORentokil Initial PLCSPONSORED ADR312$9,672<0.1%+22+7.6%加碼歷史
MACMacerich CoCOM603$9,647<0.1%−897−59.8%減碼歷史
MCYMercury General CorpCOM161$9,638<0.1%+67+71.3%加碼歷史
ABMAbm Industries IncCOM173$9,611<0.1%+124+253.1%加碼歷史
SXCSunCoke Energy, Inc.COM820$9,594<0.1%00.0%不變歷史
AWIArmstrong World Industries IncCOM73$9,592<0.1%+6+9.0%加碼歷史
UMBFUmb Financial CorpCOM94$9,590<0.1%+2+2.2%加碼歷史
REZIResideo Technologies, Inc.Stock422$9,588<0.1%+64+17.9%加碼歷史
ANFAbercrombie & Fitch CoCL A65$9,586<0.1%−2−3.0%減碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK691$9,563<0.1%00.0%不變歷史
ENVEnvestnet, Inc.COM154$9,545<0.1%−42−21.4%減碼歷史
DGICADonegal Group IncCL A646$9,516<0.1%+646新進歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF196$9,508<0.1%+6+3.2%加碼–
iShares Russell Top 200 Growth ETF464289438ETF45$9,456<0.1%00.0%不變–
GMSGMS Inc.COM98$9,431<0.1%−13−11.7%減碼歷史
TNDMTandem Diabetes Care IncCOM NEW255$9,430<0.1%+12+4.9%加碼歷史
SAFESafehold Inc.COM407$9,418<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$9,387<0.1%+200+51.3%加碼–
FELEFranklin Electric Co IncCOM88$9,383<0.1%+33+60.0%加碼歷史
HPPHudson Pacific Properties, Inc.COM1,566$9,380<0.1%−298−16.0%減碼歷史
SPNTSiriusPoint LtdCOM651$9,355<0.1%00.0%不變歷史
FTDRFrontdoor, Inc.COM237$9,352<0.1%+24+11.3%加碼歷史
iShares Tr4642874407-10 YR TRSY BD97$9,319<0.1%00.0%不變–
LZBLa-Z-Boy IncCOM211$9,314<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF131$9,297<0.1%+131新進–
UNFIUnited Natural Foods IncCOM594$9,207<0.1%+594新進歷史
ASHAshland Inc.COM95$9,182<0.1%−137−59.1%減碼歷史

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