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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
MTCHMatch Group, Inc.COM171$6,522<0.1%−35−17.0%減碼歷史
FCPTFour Corners Property Trust, Inc.COM240$6,514<0.1%+45+23.1%加碼歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6,513<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS129$6,499<0.1%+129新進–
SHOOSteven Madden, Ltd.COM143$6,483<0.1%+29+25.4%加碼歷史
PKSTPeakstone Realty TrustCommon Stock476$6,468<0.1%+7+1.5%加碼歷史
SASRSandy Spring Bancorp IncCOM211$6,464<0.1%00.0%不變歷史
CACICACI International IncCL A14$6,460<0.1%+6+75.0%加碼歷史
AAAlcoa CorpStock195$6,443<0.1%−46−19.1%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM23$6,440<0.1%00.0%不變歷史
CLBKColumbia Financial, Inc.COM357$6,430<0.1%+118+49.4%加碼歷史
PVHPVH Corp.COM63$6,426<0.1%+5+8.6%加碼歷史
EXLSExlService Holdings, Inc.COM182$6,418<0.1%+87+91.6%加碼歷史
PLNTPlanet Fitness, Inc.CL A87$6,412<0.1%+7+8.8%加碼歷史
iShares Inc464286533MSCI EMERG MRKT109$6,394<0.1%+9+9.0%加碼–
VERXVertex, Inc.Stock161$6,384<0.1%00.0%不變歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK307$6,376<0.1%+25+8.9%加碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS424$6,360<0.1%+106+33.3%加碼歷史
MEDMedifast IncCOM290$6,360<0.1%−89−23.5%減碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6,353<0.1%00.0%不變–
LBRDKLiberty Broadband CorpCOM SER C94$6,334<0.1%+86+1,075.0%加碼歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE458$6,311<0.1%00.0%不變–
URBNUrban Outfitters IncCOM136$6,263<0.1%−173−56.0%減碼歷史
PJTPJT Partners Inc.COM CL A47$6,248<0.1%+34+261.5%加碼歷史
HTLDHeartland Express IncCOM481$6,239<0.1%+349+264.4%加碼歷史
VNETVNET Group, Inc.SPONSORED ADS A3,006$6,222<0.1%+1,650+121.7%加碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$6,213<0.1%+100新進–
DVDoubleVerify Holdings, Inc.COM293$6,188<0.1%−277−48.6%減碼歷史
SCLStepan CoCOM73$6,178<0.1%+24+49.0%加碼歷史
ERIEErie Indemnity CoCL A14$6,175<0.1%−12−46.2%減碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,150<0.1%00.0%不變–
CRSRCorsair Gaming, Inc.COM749$6,149<0.1%+133+21.6%加碼歷史
BGCBGC Group, Inc.CL A667$6,142<0.1%+156+30.5%加碼歷史
HIHillenbrand, Inc.COM139$6,132<0.1%−78−35.9%減碼歷史
iShares Tr46435G326CORE MSCI INTL90$6,096<0.1%00.0%不變–
CLFDClearfield, Inc.COM140$6,076<0.1%00.0%不變歷史
GRBKGreen Brick Partners, Inc.COM83$6,071<0.1%+3+3.8%加碼歷史
OUTOUTFRONT Media Inc.COM373$6,050<0.1%00.0%不變歷史
WERNWerner Enterprises IncCOM154$6,036<0.1%+27+21.3%加碼歷史
MORNMorningstar, Inc.COM19$6,035<0.1%−4−17.4%減碼歷史
MSBMesabi TrustCTF BEN INT345$6,034<0.1%00.0%不變歷史
iShares Tr46435G474FALN ANGLS USD225$6,030<0.1%+14+6.6%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF78$6,019<0.1%00.0%不變–
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6,014<0.1%−9−64.3%減碼歷史
OLEDUniversal Display CorpCOM27$6,011<0.1%+17+170.0%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP125$6,010<0.1%00.0%不變–
LAZLazard, Inc.COM122$5,998<0.1%+97+388.0%加碼歷史
ITCIIntra-Cellular Therapies, Inc.COM76$5,983<0.1%+13+20.6%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM21$5,978<0.1%+4+23.5%加碼歷史
MMSIMerit Medical Systems IncCOM70$5,971<0.1%+57+438.5%加碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS784$5,962<0.1%+525+202.7%加碼歷史
MURMurphy Oil CorpCOM144$5,959<0.1%00.0%不變歷史
CNXNPC Connection IncCOM83$5,940<0.1%00.0%不變歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A163$5,910<0.1%+31+23.5%加碼歷史
GLBEGlobal-E Online Ltd.SHS172$5,903<0.1%−340−66.4%減碼歷史
ORAOrmat Technologies, Inc.COM76$5,900<0.1%+19+33.3%加碼歷史
MNROMonro, Inc.COM191$5,886<0.1%−72−27.4%減碼歷史
LPGDorian LPG Ltd.SHS USD144$5,884<0.1%00.0%不變歷史
DARDarling Ingredients Inc.COM148$5,880<0.1%+32+27.6%加碼歷史
PIMCO ETF Tr72201R619PREFERRED AND CP117$5,880<0.1%00.0%不變–
SHAKShake Shack Inc.CL A67$5,871<0.1%−2−2.9%減碼歷史
ROGRogers CorpCOM48$5,865<0.1%00.0%不變歷史
Victory Portfolios II92647N535SHORT TRM BD ETF116$5,820<0.1%+2+1.8%加碼–
MRVIMaravai Lifesciences Holdings, Inc.COM CL A598$5,818<0.1%+22+3.8%加碼歷史
BMRCBank of Marin BancorpCOM286$5,809<0.1%+101+54.6%加碼歷史
PRIPrimerica, Inc.Stock23$5,791<0.1%+12+109.1%加碼歷史
CRCrane CoCOMMON STOCK36$5,788<0.1%+4+12.5%加碼歷史
iShares Tr464288489INTL DEV RE ETF275$5,767<0.1%00.0%不變–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,765<0.1%00.0%不變–
ATROAstronics CorpCOM250$5,758<0.1%00.0%不變歷史
American Centy ETF Tr025072182AVANTIS MODERAT99$5,744<0.1%+26+35.6%加碼–
FNFabrinetSHS26$5,735<0.1%+7+36.8%加碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF150$5,735<0.1%00.0%不變–
OZKBank OZKCOM122$5,720<0.1%+68+125.9%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM75$5,694<0.1%00.0%不變歷史
WMSAdvanced Drainage Systems, Inc.COM32$5,666<0.1%+9+39.1%加碼歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$5,645<0.1%00.0%不變–
INSPInspire Medical Systems, Inc.COM40$5,642<0.1%−35−46.7%減碼歷史
COLMColumbia Sportswear CoCOM69$5,637<0.1%+31+81.6%加碼歷史
RIGTransocean Ltd.REGISTERED SHS970$5,616<0.1%+120+14.1%加碼歷史
RUSHARush Enterprises IncCL A110$5,611<0.1%+45+69.2%加碼歷史
SXIStandex International CorpCOM30$5,604<0.1%00.0%不變歷史
GPORGulfport Energy CorpCOMMON SHARES38$5,594<0.1%+34+850.0%加碼歷史
NVMINova Ltd.COM27$5,574<0.1%+11+68.8%加碼歷史
CCUUnited Breweries Co IncSPONSORED ADR506$5,556<0.1%+426+532.5%加碼歷史
HSICHenry Schein IncCOM77$5,540<0.1%−45−36.9%減碼歷史
John Bean Technologies Corp477839AB0NOTE 0.250% 5/16,000$5,511<0.1%+6,000新進–
YEXTYext, Inc.COM956$5,507<0.1%00.0%不變歷史
FLGTFulgent Genetics, Inc.COM230$5,504<0.1%+162+238.2%加碼歷史
MTZMastec IncCOM50$5,502<0.1%+26+108.3%加碼歷史
CHCOCity Holding CoCOM45$5,486<0.1%00.0%不變歷史
GPGIGPGI, Inc.COM CL A672$5,477<0.1%00.0%不變歷史
DEAEasterly Government Properties, Inc.COM391$5,447<0.1%+44+12.7%加碼歷史
CCSCentury Communities, Inc.COM52$5,445<0.1%+4+8.3%加碼歷史
Chiron Real Estate Inc.37954A204COM NEW570$5,443<0.1%+55+10.7%加碼–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF212$5,423<0.1%+201+1,827.3%加碼–
TRINTrinity Capital Inc.COM371$5,420<0.1%+85+29.7%加碼歷史
CVCOCavco Industries, Inc.COM13$5,390<0.1%00.0%不變歷史
MDPediatrix Medical Group, Inc.COM638$5,321<0.1%−307−32.5%減碼歷史
HAEHaemonetics CorpCOM59$5,313<0.1%−6−9.2%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