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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
ANETArista Networks, Inc.COM1,524$52.8 萬<0.1%+387+34.0%加碼歷史
XELXcel Energy IncStock8,987$52.4 萬<0.1%+2,748+44.0%加碼歷史
COOCooper Companies, Inc.COM5,611$52.4 萬<0.1%+264+4.9%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,277$52.2 萬<0.1%+1+0.1%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,838$52.1 萬<0.1%−54−0.4%減碼–
CBChubb LtdStock1,887$52.0 萬<0.1%+82+4.5%加碼歷史
ADPAutomatic Data Processing IncStock1,966$51.6 萬<0.1%+212+12.1%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,157$51.4 萬<0.1%+281+32.1%加碼歷史
ORLYO Reilly Automotive IncStock456$51.4 萬<0.1%00.0%不變歷史
EFXEquifax IncCOM1,822$50.9 萬<0.1%+31+1.7%加碼歷史
UPSUnited Parcel Service IncStock3,898$50.8 萬<0.1%−90−2.3%減碼歷史
TAT&T Inc.Stock26,376$50.8 萬<0.1%+9,446+55.8%加碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS27,511$50.7 萬<0.1%−11,908−30.2%減碼歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST18,929$50.4 萬<0.1%+777+4.3%加碼–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF16,664$50.0 萬<0.1%+818+5.2%加碼–
iShares Tr46435U218ESG MSCI LEADR5,110$49.9 萬<0.1%00.0%不變–
DECKDeckers Outdoor CorpCOM536$49.5 萬<0.1%+115+27.3%加碼歷史
IBMInternational Business Machines CorpStock2,555$49.1 萬<0.1%+150+6.2%加碼歷史
PYPLPayPal Holdings, Inc.Stock7,450$49.0 萬<0.1%−488−6.1%減碼歷史
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD24,987$48.9 萬<0.1%+8,431+50.9%加碼–
Vanguard Information Technology ETF92204A702ETF856$48.6 萬<0.1%+44+5.4%加碼–
AZNAstraZeneca PLCSPONSORED ADR6,117$48.4 萬<0.1%+800+15.0%加碼歷史
FCXFreeport-McMoran IncStock10,662$48.4 萬<0.1%+3,581+50.6%加碼歷史
BKNGBooking Holdings Inc.Stock130$48.3 萬<0.1%+8+6.6%加碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF7,516$48.2 萬<0.1%−788−9.5%減碼–
ALLEAllegion plcORD SHS3,522$48.2 萬<0.1%−21−0.6%減碼歷史
STZConstellation Brands, Inc.Stock1,950$47.8 萬<0.1%+200+11.4%加碼歷史
JJacobs Solutions Inc.COM3,256$47.7 萬<0.1%+16+0.5%加碼歷史
iShares MSCI India ETF46429B598ETF8,190$47.0 萬<0.1%+908+12.5%加碼–
ZBRAZebra Technologies CorpCL A1,338$47.0 萬<0.1%+41+3.2%加碼歷史
WITWipro LtdSPON ADR 1 SH76,268$47.0 萬<0.1%+8,187+12.0%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,105$46.9 萬<0.1%+2,105新進歷史
BSYBentley Systems IncCOM CL B9,568$46.6 萬<0.1%−95−1.0%減碼歷史
FFord Motor CoStock42,571$46.1 萬<0.1%+31,095+271.0%加碼歷史
CCitigroup IncStock7,078$45.9 萬<0.1%+1,441+25.6%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF4,600$45.6 萬<0.1%+58+1.3%加碼–
TERTeradyne, IncStock3,469$45.5 萬<0.1%+122+3.6%加碼歷史
SHELShell plcADR6,171$45.2 萬<0.1%−129−2.0%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF2,510$45.0 萬<0.1%−61−2.4%減碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN19,579$44.6 萬<0.1%00.0%不變歷史
WRBBerkley W R CorpCOM8,079$44.5 萬<0.1%+3,083+61.7%加碼歷史
TSCOTractor Supply CoCOM1,691$44.5 萬<0.1%+774+84.4%加碼歷史
COLBColumbia Banking System, Inc.COM16,846$44.1 萬<0.1%−22−0.1%減碼歷史
HSYHershey CoCOM2,217$43.8 萬<0.1%+180+8.8%加碼歷史
iShares Tr46428743220 YR TR BD ETF4,605$43.7 萬<0.1%+2,764+150.1%加碼–
MOAltria Group, Inc.Stock8,813$43.2 萬<0.1%+2,993+51.4%加碼歷史
AMPAmeriprise Financial IncCOM998$43.0 萬<0.1%+304+43.8%加碼歷史
Global X FDS37954Y673US INFR DEV ETF10,679$42.7 萬<0.1%−31,635−74.8%減碼–
SYKStryker CorpStock1,294$42.4 萬<0.1%+21+1.6%加碼歷史
DHRDanaher CorpStock1,531$42.4 萬<0.1%+165+12.1%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR6,496$42.4 萬<0.1%+192+3.0%加碼歷史
BLKBlackRock, Inc.COM482$42.2 萬<0.1%+24+5.2%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF9,814$42.2 萬<0.1%+5,623+134.2%加碼–
MMM3M CoStock3,286$41.9 萬<0.1%+357+12.2%加碼歷史
WCNWaste Connections, Inc.COM2,351$41.8 萬<0.1%+25+1.1%加碼歷史
RFRegions Financial CorpCOM18,663$41.7 萬<0.1%+433+2.4%加碼歷史
WSCWillScot Holdings CorpCOM CL A10,163$41.7 萬<0.1%−1,139−10.1%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD8,170$40.6 萬<0.1%+875+12.0%加碼–
iShares Tr46436E619ESG ADVAN ETF9,359$40.5 萬<0.1%+9,359新進–
iShares Tr46436E759ESG EAFE ETF5,788$40.0 萬<0.1%+4,991+626.2%加碼–
LENLennar CorpCL A2,245$39.7 萬<0.1%−121−5.1%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM1,888$39.7 萬<0.1%−171−8.3%減碼歷史
iShares Inc46434G772MSCI TAIWAN ETF7,441$39.5 萬<0.1%+7,441新進–
AJGArthur J. Gallagher & Co.COM1,374$38.9 萬<0.1%+319+30.2%加碼歷史
ADIAnalog Devices IncStock1,672$38.7 萬<0.1%+223+15.4%加碼歷史
ROPRoper Technologies IncStock710$38.7 萬<0.1%+233+48.8%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF8,281$38.5 萬<0.1%−1,976−19.3%減碼–
DALDelta Air Lines, Inc.COM NEW8,887$38.2 萬<0.1%+5,281+146.5%加碼歷史
NDSNNordson CorpCOM1,525$38.2 萬<0.1%−60−3.8%減碼歷史
Vanguard Real Estate ETF922908553ETF4,222$38.2 萬<0.1%−240−5.4%減碼–
ICEIntercontinental Exchange, Inc.Stock2,518$38.2 萬<0.1%−91−3.5%減碼歷史
iShares Tr464288760US AER DEF ETF2,659$38.1 萬<0.1%+183+7.4%加碼–
ZTSZoetis Inc.Stock2,101$37.8 萬<0.1%+98+4.9%加碼歷史
Timothy Plan887432284US LARGE MID CP14,968$37.7 萬<0.1%−2,602−14.8%減碼–
SFMSprouts Farmers Market, Inc.COM3,765$37.6 萬<0.1%+37+1.0%加碼歷史
JKHYJack Henry & Associates IncStock2,171$37.2 萬<0.1%+3+0.1%加碼歷史
iShares Tr4642874571 3 YR TREAS BD4,509$37.1 萬<0.1%+1,796+66.2%加碼–
WMBWilliams Companies, Inc.COM8,625$37.0 萬<0.1%+166+2.0%加碼歷史
ROLRollins IncCOM7,717$37.0 萬<0.1%+1,536+24.9%加碼歷史
CRLCharles River Laboratories International, Inc.COM1,513$36.9 萬<0.1%−55−3.5%減碼歷史
PNCPNC Financial Services Group, Inc.Stock2,039$36.9 萬<0.1%+55+2.8%加碼歷史
CORCencora, Inc.Stock1,543$36.7 萬<0.1%+182+13.4%加碼歷史
EHCEncompass Health CorpCOM3,907$36.3 萬<0.1%+1,487+61.4%加碼歷史
GPNGlobal Payments IncStock3,564$36.2 萬<0.1%+237+7.1%加碼歷史
DGDollar General CorpCOM2,984$35.9 萬<0.1%−628−17.4%減碼歷史
CSXCSX CorpStock10,221$35.9 萬<0.1%−210−2.0%減碼歷史
NXPINXP Semiconductors N.V.COM1,362$35.8 萬<0.1%+6+0.4%加碼歷史
ORealty Income CorpREIT6,241$35.8 萬<0.1%+1,026+19.7%加碼歷史
ENBEnbridge IncStock9,553$35.7 萬<0.1%+484+5.3%加碼歷史
CLXClorox CoStock2,699$35.6 萬<0.1%+1,550+134.9%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR33,510$35.3 萬<0.1%+1,392+4.3%加碼歷史
COINCoinbase Global, Inc.COM CL A1,571$35.2 萬<0.1%+646+69.8%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,333$35.2 萬<0.1%+849+175.4%加碼歷史
LRCXLam Research CorpCOM380$35.0 萬<0.1%+27+7.6%加碼歷史
SNPSSynopsys IncCOM625$34.9 萬<0.1%+14+2.3%加碼歷史
TFCTruist Financial CorpCOM7,802$34.9 萬<0.1%+869+12.5%加碼歷史
iShares Flexible Income Active ETF092528603ETF6,584$34.8 萬<0.1%+4,274+185.0%加碼–
CLColgate Palmolive CoStock3,504$34.8 萬<0.1%+1,554+79.7%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM10,251$34.7 萬<0.1%+7,455+266.6%加碼–
GMGeneral Motors CoCOM7,818$34.6 萬<0.1%+1,358+21.0%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