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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
NOGNorthern Oil & Gas, Inc.COM40$1,727<0.1%+1+2.6%加碼歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT48$1,714<0.1%+48新進–
iShares Tr464289867CORE 60 BALA ETF30$1,712<0.1%+12+66.7%加碼–
ZGZillow Group, Inc.CL A36$1,706<0.1%+36新進歷史
CSANYCosan S.A.ADS181$1,705<0.1%+90+98.9%加碼歷史
RGENRepligen CorpCOM10$1,673<0.1%−27−73.0%減碼歷史
ADMAAdma Biologics, Inc.COM136$1,670<0.1%+136新進歷史
EBFEnnis, Inc.COM70$1,669<0.1%+24+52.2%加碼歷史
HBIOHarvard Bioscience IncCOM520$1,664<0.1%+520新進歷史
PGNYProgyny, Inc.COM59$1,663<0.1%−22−27.2%減碼歷史
HSIIHeidrick & Struggles International IncCOM41$1,646<0.1%00.0%不變歷史
IAGIamgold CorpCOM399$1,644<0.1%+19+5.0%加碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,643<0.1%00.0%不變歷史
APPSDigital Turbine, Inc.COM NEW688$1,638<0.1%−974−58.6%減碼歷史
FSPFranklin Street Properties CorpCOM932$1,622<0.1%00.0%不變歷史
Series Portfolios Tr81752T510UNUSUAL WHLS DEM45$1,617<0.1%+45新進–
LMNDLemonade, Inc.Stock89$1,605<0.1%+37+71.2%加碼歷史
RGPResources Connection, Inc.COM134$1,599<0.1%+134新進歷史
LRNStride, Inc.COM21$1,596<0.1%00.0%不變歷史
ACREAres Commercial Real Estate CorpCOM205$1,585<0.1%+205新進歷史
GTESGates Industrial Corp Ltd.ORD SHS85$1,580<0.1%+59+226.9%加碼歷史
CHEFChefs' Warehouse, Inc.COM38$1,580<0.1%00.0%不變歷史
REPLReplimune Group, Inc.COM157$1,570<0.1%+157新進歷史
TWTradeweb Markets Inc.Stock14$1,563<0.1%+6+75.0%加碼歷史
SITMSITIME CorpCOM11$1,562<0.1%+9+450.0%加碼歷史
CNMCore & Main, Inc.CL A29$1,551<0.1%−12−29.3%減碼歷史
MWAMueller Water Products, Inc.COM SER A75$1,551<0.1%+11+17.2%加碼歷史
MGPIMGP Ingredients IncCOM19$1,549<0.1%00.0%不變歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF59$1,545<0.1%00.0%不變–
GFSGLOBALFOUNDRIES Inc.Stock30$1,530<0.1%+17+130.8%加碼歷史
BEAMBeam Therapeutics Inc.COM48$1,519<0.1%00.0%不變歷史
TROXTronox Holdings plcSHS94$1,519<0.1%−3,029−97.0%減碼歷史
WHDCactus, Inc.CL A24$1,515<0.1%00.0%不變歷史
Series Portfolios Tr81752T494UNUSUAL WHALES49$1,510<0.1%+49新進–
SWBISmith & Wesson Brands, Inc.COM91$1,506<0.1%−70−43.5%減碼歷史
LGVNLongeveron Inc.COM481$1,506<0.1%+481新進歷史
Advisorshares Tr00768Y453PURE US CANN ETF199$1,502<0.1%00.0%不變–
BHCBausch Health Companies Inc.Stock248$1,495<0.1%00.0%不變歷史
OIO-I Glass, Inc.COM111$1,483<0.1%−625−84.9%減碼歷史
VTOLBristow Group Inc.COM39$1,480<0.1%00.0%不變歷史
CMPCompass Minerals International IncStock111$1,476<0.1%−121−52.2%減碼歷史
FIVNFive9, Inc.COM33$1,470<0.1%−129−79.6%減碼歷史
NFBKNorthfield Bancorp, Inc.COM116$1,451<0.1%00.0%不變歷史
SLGNSilgan Holdings IncCOM28$1,440<0.1%+16+133.3%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,439<0.1%00.0%不變–
OPKOpko Health, Inc.COM1,000$1,420<0.1%00.0%不變歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1,414<0.1%00.0%不變–
DCODucommun IncCOM22$1,412<0.1%00.0%不變歷史
EOSEEos Energy Enterprises, Inc.COM CL A712$1,403<0.1%+712新進歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,397<0.1%00.0%不變–
CRDOCredo Technology Group Holding LtdStock50$1,388<0.1%+50新進歷史
HIMSHims & Hers Health, Inc.Stock65$1,381<0.1%+65新進歷史
BRXBrixmor Property Group Inc.COM54$1,376<0.1%00.0%不變歷史
CACCamden National CorpCOM33$1,375<0.1%00.0%不變歷史
SFLSFL Corp Ltd.SHS116$1,373<0.1%+116新進歷史
AMCXAMC Global Media Inc.CL A123$1,369<0.1%−301−71.0%減碼歷史
DTDynatrace, Inc.Stock31$1,362<0.1%+31新進歷史
IQiQIYI, Inc.SPONSORED ADS408$1,359<0.1%+400+5,000.0%加碼歷史
NOANorth American Construction Group Ltd.COM68$1,357<0.1%00.0%不變歷史
CRONCronos Group Inc.COM550$1,348<0.1%+550新進歷史
APLSApellis Pharmaceuticals, Inc.COM34$1,347<0.1%−5−12.8%減碼歷史
NOAHNoah Holdings LtdSPON ADS173$1,341<0.1%−42−19.5%減碼歷史
Despegar Com CorpG27358103ORD SHS115$1,336<0.1%+115新進–
FIXComfort Systems USA IncCOM4$1,330<0.1%+3+300.0%加碼歷史
VRRMVerra Mobility CorpCL A COM STK44$1,326<0.1%00.0%不變歷史
HRMYHarmony Biosciences Holdings, Inc.COM39$1,321<0.1%00.0%不變歷史
HUYAHUYA Inc.ADS REP SHS A310$1,321<0.1%+60+24.0%加碼歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,319<0.1%−100−80.6%減碼–
Global X FDS37954Y814FINTECH ETF50$1,319<0.1%−63−55.8%減碼–
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,318<0.1%00.0%不變–
NUSNu Skin Enterprises, Inc.CL A116$1,301<0.1%−452−79.6%減碼歷史
RDWRRadware LtdORD57$1,292<0.1%00.0%不變歷史
BZUNBaozun Inc.SPONSORED ADR545$1,292<0.1%+545新進歷史
HAINHain Celestial Group IncCOM166$1,285<0.1%−34−17.0%減碼歷史
NATRNatures Sunshine Products IncCOM75$1,283<0.1%00.0%不變歷史
WASHWashington Trust Bancorp IncCOM40$1,280<0.1%+20+100.0%加碼歷史
BCOVBrightcove IncCOM538$1,280<0.1%00.0%不變歷史
NBTBNBT Bancorp IncCOM26$1,275<0.1%00.0%不變歷史
ROICRetail Opportunity Investments CorpCOM85$1,271<0.1%+1+1.2%加碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock13$1,269<0.1%+13新進歷史
FFICFlushing Financial CorpCOM86$1,267<0.1%00.0%不變歷史
NLNli Holdings, Inc.COM NEW198$1,265<0.1%00.0%不變歷史
TIPTTiptree Inc.COM64$1,264<0.1%00.0%不變歷史
MLABMesa Laboratories IncCOM11$1,260<0.1%00.0%不變歷史
CXTCrane NXT, Co.COM20$1,258<0.1%+20新進歷史
AVAVAeroVironment IncCOM7$1,250<0.1%+7新進歷史
CDPCopt Defense PropertiesREIT43$1,246<0.1%+21+95.5%加碼歷史
ZETAZeta Global Holdings Corp.CL A58$1,242<0.1%+58新進歷史
UHTUniversal Health Realty Income TrustSH BEN INT29$1,240<0.1%+14+93.3%加碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN21$1,234<0.1%−2−8.7%減碼–
RLRalph Lauren CorpCL A7$1,229<0.1%−87−92.6%減碼歷史
CRVLCorvel CorpCOM4$1,227<0.1%00.0%不變歷史
AVNTAvient CorpCOM27$1,221<0.1%00.0%不變歷史
CRCTCricut, Inc.COM CL A194$1,205<0.1%00.0%不變歷史
EVAEnviva, LLCCOM2,851$1,203<0.1%+851+42.6%加碼歷史
ONBOld National BancorpStock60$1,201<0.1%+43+252.9%加碼歷史
EZPWEzcorp IncCL A NON VTG115$1,198<0.1%00.0%不變歷史
HAYNHaynes International IncCOM NEW20$1,191<0.1%00.0%不變歷史
CIMChimera Investment CorpCOM SHS80$1,169<0.1%−426−84.2%減碼依 1 比 3 拆股換算歷史
JRVRJames River Group Holdings, Inc.COM135$1,166<0.1%+11+8.9%加碼歷史

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