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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
Vanguard Mun BD FDS922907746TAX EXEMPT BD22,345$113.1 萬0.1%+1,116+5.3%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED36,401$112.9 萬0.1%+4,510+14.1%加碼–
Advisorshares Tr00768Y768STAR GLOB BUYW26,322$111.8 萬0.1%+21,833+486.4%加碼–
SNOWSnowflake Inc.Stock8,556$111.6 萬0.1%+8,091+1,740.0%加碼歷史
Dimensional ETF Trust25434V567GLOBAL CR ETF19,976$106.9 萬0.1%+3,127+18.6%加碼–
PFEPfizer IncStock34,627$105.8 萬0.1%+8,681+33.5%加碼歷史
LOWLowes Companies IncStock4,282$105.1 萬0.1%+1,088+34.1%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF21,091$104.9 萬0.1%+6,251+42.1%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock4,657$103.7 萬0.1%+133+2.9%加碼歷史
AAAUGoldman Sachs Physical Gold ETFUNIT42,585$103.2 萬0.1%+42,585新進歷史
DISWalt Disney CoStock10,987$102.9 萬0.1%+1,684+18.1%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L850$101.7 萬0.1%−8−0.9%減碼–
DDominion Energy, IncStock18,991$101.5 萬0.1%+8,974+89.6%加碼歷史
RSGRepublic Services, Inc.COM5,212$101.3 萬0.1%−127−2.4%減碼歷史
iShares Tr464288885EAFE GRWTH ETF9,738$100.7 萬0.1%+4,245+77.3%加碼–
UNPUnion Pacific CorpStock4,067$100.4 萬0.1%+3+0.1%加碼歷史
SBUXStarbucks CorpStock12,591$98.1 萬0.1%+627+5.2%加碼歷史
VLOValero Energy CorpStock5,938$96.0 萬0.1%+1,265+27.1%加碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF36,803$95.8 萬0.1%+36,803新進–
TMOThermo Fisher Scientific Inc.Stock1,552$95.2 萬0.1%+175+12.7%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF21,656$94.7 萬0.1%−547−2.5%減碼–
Dimensional ETF Trust25434V773INTL SMALL CAP E36,391$94.3 萬0.1%+10,380+39.9%加碼–
CVSCVS Health CorpStock15,618$94.2 萬0.1%+1,753+12.6%加碼歷史
EXPDExpeditors International of Washington IncCOM7,347$91.7 萬0.1%+35+0.5%加碼歷史
NKENIKE, Inc.Stock12,214$91.4 萬0.1%−807−6.2%減碼歷史
GEGeneral Electric CoStock5,359$91.2 萬0.1%+371+7.4%加碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF31,324$91.1 萬0.1%+3,438+12.3%加碼–
Dimensional ETF Trust25434V575INTL COR FIX ETF16,989$90.6 萬0.1%+1,787+11.8%加碼–
AXPAmerican Express CoStock3,481$88.1 萬0.1%+590+20.4%加碼歷史
KLACKLA CorpCOM NEW1,066$87.7 萬0.1%+289+37.2%加碼歷史
Amplify ETF Tr032108409CWP ENHANCED DIV22,057$87.2 萬0.1%+187+0.9%加碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT29,883$87.1 萬0.1%−632−2.1%減碼–
Schwab US Tips ETF808524870ETF16,489$86.9 萬0.1%+6,591+66.6%加碼–
KOCoca Cola CoStock12,992$86.7 萬0.1%+573+4.6%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF8,216$86.0 萬0.1%+7,214+720.0%加碼–
iShares S&P 100 ETF464287101ETF3,236$85.8 萬0.1%−116−3.5%減碼–
iShares S&P 500 Value ETF464287408ETF4,483$85.5 萬0.1%+2,155+92.6%加碼–
JBLJabil IncStock7,476$84.2 萬0.1%−754−9.2%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT24,928$82.5 萬0.1%−1,536−5.8%減碼–
TXNTexas Instruments IncStock4,044$82.4 萬0.1%−65−1.6%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF11,649$82.3 萬0.1%−263−2.2%減碼–
iShares Tr46435G425ESG AWR MSCI USA6,787$82.2 萬0.1%+2,684+65.4%加碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE21,562$81.9 萬0.1%+4,453+26.0%加碼–
iShares Tr464287291GLOBAL TECH ETF10,150$81.9 萬0.1%+8,820+663.2%加碼–
KEXKirby CorpCOM6,650$81.7 萬0.1%+2,440+58.0%加碼歷史
AIC3.ai, Inc.Stock29,625$79.2 萬0.1%−2,321−7.3%減碼歷史
PMPhilip Morris International Inc.Stock6,846$78.8 萬0.1%+1,333+24.2%加碼歷史
EOGEOG Resources IncStock6,078$77.1 萬0.1%+125+2.1%加碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF12,806$76.2 萬0.1%+5,551+76.5%加碼–
ELVElevance Health, Inc.Stock1,431$76.2 萬0.1%+438+44.1%加碼歷史
iShares Tr46435G193ESG AWRE USD ETF32,528$75.4 萬0.1%+32,528新進–
PSXPhillips 66Stock5,165$75.1 萬<0.1%+354+7.4%加碼歷史
Vanguard Total Bond Market ETF921937835ETF10,152$74.6 萬<0.1%−739−6.8%減碼–
DGXQuest Diagnostics IncCOM5,236$74.5 萬<0.1%+31+0.6%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF21,059$74.0 萬<0.1%+672+3.3%加碼–
Schwab U.S. Large-Cap ETF808524201ETF11,296$73.6 萬<0.1%+992+9.6%加碼–
SLViShares Silver TrustETF27,813$73.4 萬<0.1%+6,590+31.1%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,855$72.6 萬<0.1%−1,404−22.4%減碼–
UBERUber Technologies, IncStock11,189$72.1 萬<0.1%+3,835+52.1%加碼歷史
CSCOCisco Systems, Inc.Stock14,811$71.8 萬<0.1%+540+3.8%加碼歷史
MUMicron Technology IncStock6,512$71.5 萬<0.1%+2,027+45.2%加碼歷史
PKGPackaging Corp of AmericaStock3,550$70.9 萬<0.1%+59+1.7%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY7,041$70.9 萬<0.1%−960−12.0%減碼–
GDGeneral Dynamics CorpStock2,359$70.5 萬<0.1%+1,048+79.9%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF3,197$70.0 萬<0.1%+253+8.6%加碼–
iShares Tr46436E767ESG MSCI USA ETF14,711$69.5 萬<0.1%+12,601+597.2%加碼–
REGNRegeneron Pharmaceuticals, Inc.COM635$68.5 萬<0.1%+119+23.1%加碼歷史
iShares Tr464287556ISHARES BIOTECH4,622$68.4 萬<0.1%+1,177+34.2%加碼–
iShares Tr46434V647GLOBAL REIT ETF27,620$68.3 萬<0.1%+30.0%加碼–
FISVFiserv IncStock4,149$67.9 萬<0.1%+459+12.4%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF14,219$67.6 萬<0.1%+13,784+3,168.7%加碼–
DVNDevon Energy CorpStock14,367$67.6 萬<0.1%+2,978+26.1%加碼歷史
CMGChipotle Mexican Grill IncCOM12,403$67.4 萬<0.1%+3,053+32.7%加碼依 50 比 1 拆股換算歷史
NOWServiceNow, Inc.Stock815$66.4 萬<0.1%+45+5.8%加碼歷史
HONHoneywell International IncCOM3,190$65.3 萬<0.1%+742+30.3%加碼歷史
VZVerizon Communications IncStock16,077$65.1 萬<0.1%+2,517+18.6%加碼歷史
FICOFair Isaac CorpCOM407$65.1 萬<0.1%+7+1.8%加碼歷史
NEENextera Energy IncStock8,378$64.0 萬<0.1%+4,344+107.7%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD8,465$63.7 萬<0.1%00.0%不變–
Cyberark Software LtdM2682V108SHS2,482$63.6 萬<0.1%+7+0.3%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF11,565$62.4 萬<0.1%+3,087+36.4%加碼–
Invesco S&P 500 Quality ETF46137V241ETF9,493$61.3 萬<0.1%−770−7.5%減碼–
Franklin Templeton ETF Tr35473P652FTSE EUROPE20,022$59.5 萬<0.1%+1,443+7.8%加碼–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN5,845$59.0 萬<0.1%+4,046+224.9%加碼–
SHWSherwin Williams CoCOM1,676$58.8 萬<0.1%+767+84.4%加碼歷史
GISGeneral Mills IncStock8,488$57.0 萬<0.1%+1,098+14.9%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF11,147$56.9 萬<0.1%+11,147新進–
CEGConstellation Energy CorpStock2,988$56.7 萬<0.1%+866+40.8%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF15,588$56.4 萬<0.1%−1,189−7.1%減碼–
TPRTapestry, Inc.COM14,026$56.2 萬<0.1%+11,725+509.6%加碼歷史
WMWaste Management IncStock2,767$56.1 萬<0.1%+1,084+64.4%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS10,679$55.4 萬<0.1%+2,285+27.2%加碼–
ASMLASML Holding NVADR590$55.3 萬<0.1%+34+6.1%加碼歷史
ETNEaton Corp plcStock1,777$54.2 萬<0.1%+547+44.5%加碼歷史
POOLPool CorpCOM1,446$54.1 萬<0.1%−12−0.8%減碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG13,027$53.7 萬<0.1%00.0%不變–
LIILennox International IncCOM920$53.7 萬<0.1%−12−1.3%減碼歷史
BPBP PLCADR15,087$53.4 萬<0.1%+498+3.4%加碼歷史
IBNIcici Bank LtdADR18,259$53.2 萬<0.1%+3,306+22.1%加碼歷史
CHHChoice Hotels International IncCOM4,159$53.0 萬<0.1%+1,528+58.1%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