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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
ARK Blockchain & Fintech Innovation ETF00214Q708ETF337$9,173<0.1%−160−32.2%減碼–
FTITechnipFMC plcCOM310$9,146<0.1%+9+3.0%加碼歷史
RGRSturm Ruger & Co IncStock202$9,112<0.1%−293−59.2%減碼歷史
JLSNuveen Mortgage & Income FundCOM500$9,105<0.1%00.0%不變歷史
CVICVR Energy IncCOM317$9,066<0.1%+18+6.0%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM358$9,050<0.1%00.0%不變歷史
WNCWabash National CorpCOM420$9,026<0.1%+96+29.6%加碼歷史
Invesco Exchange Traded FD T46137V290S&P500 EQL REL259$9,023<0.1%+259新進–
ALTRAltair Engineering Inc.COM CL A102$9,013<0.1%+22+27.5%加碼歷史
CWENClearway Energy, Inc.CL C337$8,982<0.1%+19+6.0%加碼歷史
WWDWoodward, Inc.COM57$8,900<0.1%+9+18.8%加碼歷史
PLPlanet Labs PBCCOM CL A3,500$8,890<0.1%+3,500新進歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF421$8,841<0.1%−8,075−95.0%減碼–
SSDSimpson Manufacturing Co., Inc.COM46$8,836<0.1%−5−9.8%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z583$8,833<0.1%+491+533.7%加碼歷史
KOSKosmos Energy Ltd.COM1,594$8,815<0.1%+184+13.0%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL173$8,809<0.1%+10+6.1%加碼–
AYIAcuity Inc. (DE)Stock35$8,797<0.1%−70−66.7%減碼歷史
BIOBio-Rad Laboratories, Inc.CL A26$8,796<0.1%+4+18.2%加碼歷史
ITGRInteger Holdings CorpCOM74$8,788<0.1%00.0%不變歷史
GOGrocery Outlet Holding Corp.COM449$8,782<0.1%+396+747.2%加碼歷史
FSLYFastly, Inc.CL A1,082$8,764<0.1%+451+71.5%加碼歷史
VBTXVeritex Holdings, Inc.COM348$8,724<0.1%00.0%不變歷史
JBSSSanfilippo John B & Son IncCOM83$8,704<0.1%00.0%不變歷史
GLDMWorld Gold TrustSPDR GLD MINIS179$8,694<0.1%+39+27.9%加碼歷史
SCSCScansource, Inc.COM167$8,692<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN500$8,685<0.1%00.0%不變–
INNSummit Hotel Properties, Inc.COM1,369$8,680<0.1%00.0%不變歷史
EVHEvolent Health, Inc.CL A372$8,675<0.1%+102+37.8%加碼歷史
ATRAptargroup, Inc.Stock59$8,672<0.1%+13+28.3%加碼歷史
RAMPLiveRamp Holdings, Inc.COM286$8,660<0.1%00.0%不變歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,646<0.1%00.0%不變歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN298$8,630<0.1%00.0%不變–
MSMMSC Industrial Direct Co IncCL A97$8,628<0.1%−63−39.4%減碼歷史
INSTInstructure Holdings, Inc.COM367$8,573<0.1%−78−17.5%減碼歷史
HEI.AHeico CorpCL A45$8,556<0.1%00.0%不變歷史
PSMTPricesmart IncCOM93$8,494<0.1%+27+40.9%加碼歷史
NATLNCR Atleos CorpCOM SHS264$8,488<0.1%00.0%不變歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q253$8,457<0.1%00.0%不變–
TPLTexas Pacific Land CorpStock10$8,450<0.1%+7+233.3%加碼歷史
IMAXImax CorpCOM400$8,440<0.1%+28+7.5%加碼歷史
KEKimball Electronics, Inc.Stock355$8,414<0.1%+121+51.7%加碼歷史
DCHDauch CorpCOM1,132$8,411<0.1%+1,132新進歷史
MIDDMIDDLEBY CorpCOM62$8,406<0.1%−3−4.6%減碼歷史
RNSTRenasant CorpCOM244$8,391<0.1%00.0%不變歷史
PGREParamount Group, Inc.COM1,597$8,368<0.1%−106−6.2%減碼歷史
UIUbiquiti Inc.COM45$8,351<0.1%00.0%不變歷史
iShares Tr464287184CHINA LG-CAP ETF325$8,346<0.1%00.0%不變–
ICLICL Group Ltd.SHS1,986$8,341<0.1%−4,139−67.6%減碼歷史
CGNXCognex CorpCOM168$8,340<0.1%+16+10.5%加碼歷史
NOVTNovanta IncCOM46$8,335<0.1%−7−13.2%減碼歷史
MNSOMINISO Group Holding LtdSPONSORED ADS500$8,335<0.1%−8−1.6%減碼歷史
NCZVirtus Convertible & Income Fund IICOM2,800$8,316<0.1%00.0%不變歷史
TDSTelephone & Data Systems IncCOM NEW392$8,310<0.1%+99+33.8%加碼歷史
iShares Tr46435U366SELF DRIVNG EV283$8,303<0.1%00.0%不變–
BENFranklin Templeton IncCOM363$8,301<0.1%+7+2.0%加碼歷史
OISOil States International, IncCOM1,449$8,288<0.1%+32+2.3%加碼歷史
CTRECareTrust REIT, Inc.COM307$8,277<0.1%+60+24.3%加碼歷史
GFIGold Fields LtdSPONSORED ADR482$8,271<0.1%+257+114.2%加碼歷史
IMKTAIngles Markets IncCL A102$8,267<0.1%+102新進歷史
BMRNBiomarin Pharmaceutical IncCOM98$8,264<0.1%+9+10.1%加碼歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL88$8,240<0.1%00.0%不變–
JELDJELD-WEN Holding, Inc.COM493$8,228<0.1%00.0%不變歷史
AZTAAzenta, Inc.COM132$8,222<0.1%−115−46.6%減碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG239$8,212<0.1%+77+47.5%加碼歷史
OMFOneMain Holdings, Inc.COM157$8,205<0.1%+51+48.1%加碼歷史
BLDQXO Insulation, LLCStock17$8,135<0.1%+2+13.3%加碼歷史
FFINFirst Financial Bankshares IncCOM211$8,129<0.1%00.0%不變歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL88$8,117<0.1%−156−63.9%減碼–
NNINelnet IncCL A72$8,115<0.1%+1+1.4%加碼歷史
CSWCSW Industrials, Inc.COM25$8,110<0.1%+9+56.3%加碼歷史
iShares Tr46435G219INVT GRAD SY ETF179$8,104<0.1%+179新進–
GNLGlobal Net Lease, Inc.COM NEW931$8,100<0.1%+517+124.9%加碼歷史
CENXCentury Aluminum CoCOM535$8,084<0.1%+32+6.4%加碼歷史
Barnes Group Inc067806109COM200$8,068<0.1%+29+17.0%加碼–
MGYMagnolia Oil & Gas CorpCL A296$8,064<0.1%+23+8.4%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM580$8,050<0.1%00.0%不變歷史
UAUnder Armour, Inc.CL C1,181$8,019<0.1%+771+188.0%加碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS96$8,015<0.1%+96新進–
ARMKAramarkCOM234$8,012<0.1%−1,050−81.8%減碼歷史
SVCService Properties TrustCOM SH BEN INT1,411$8,000<0.1%−379−21.2%減碼歷史
CCOICogent Communications Holdings, Inc.COM NEW113$7,977<0.1%+66+140.4%加碼歷史
BDCBelden Inc.COM86$7,972<0.1%+3+3.6%加碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$7,965<0.1%00.0%不變–
AAMIAcadian Asset Management Inc.COM304$7,962<0.1%00.0%不變歷史
GFLGFL Environmental Inc.SUB VTG SHS205$7,958<0.1%+24+13.3%加碼歷史
NABLN-able, Inc.COMMON STOCK570$7,946<0.1%00.0%不變歷史
QSRRestaurant Brands International Inc.COM113$7,930<0.1%−1−0.9%減碼歷史
TCPCBlackRock TCP Capital Corp.COM750$7,928<0.1%00.0%不變歷史
BCBPBCB Bancorp IncCOM625$7,925<0.1%+310+98.4%加碼歷史
XPEVXpeng Inc.ADS982$7,914<0.1%+609+163.3%加碼歷史
VVVValvoline IncCOM170$7,905<0.1%00.0%不變歷史
WTFCWintrust Financial CorpCOM73$7,899<0.1%00.0%不變歷史
KOPKoppers Holdings Inc.COM194$7,898<0.1%00.0%不變歷史
MCSMarcus CorpCOM627$7,894<0.1%+627新進歷史
SFNCSimmons First National CorpCL A $1 PAR366$7,880<0.1%+317+646.9%加碼歷史
SVMSilvercorp Metals IncCOM2,109$7,867<0.1%+52+2.5%加碼歷史
SBHSally Beauty Holdings, Inc.COM687$7,866<0.1%+193+39.1%加碼歷史
WTIW&T Offshore IncCOM3,264$7,866<0.1%+2,874+736.9%加碼歷史
Copel-ADR20441B605ADR1,108$7,856<0.1%+348+45.8%加碼–

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