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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
KMBKimberly Clark CorpStock2,565$34.6 萬<0.1%+594+30.1%加碼歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS13,908$34.4 萬<0.1%−1,203−8.0%減碼–
EPDEnterprise Products Partners L.P.Stock11,920$34.4 萬<0.1%+2,265+23.5%加碼歷史
NOCNorthrop Grumman CorpStock709$34.3 萬<0.1%+60+9.2%加碼歷史
CICigna GroupStock984$34.3 萬<0.1%+125+14.6%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock2,867$34.2 萬<0.1%−195−6.4%減碼歷史
MDLZMondelez International, Inc.Stock4,979$34.0 萬<0.1%+2,505+101.3%加碼歷史
INTUIntuit Inc.Stock525$34.0 萬<0.1%+68+14.9%加碼歷史
CARRCarrier Global CorpStock4,990$34.0 萬<0.1%+533+12.0%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS9,609$33.9 萬<0.1%+666+7.4%加碼歷史
LPLALPL Financial Holdings Inc.COM1,523$33.7 萬<0.1%−150−9.0%減碼歷史
SPOTSpotify Technology S.A.Stock981$33.7 萬<0.1%+43+4.6%加碼歷史
ITWIllinois Tool Works IncStock1,361$33.7 萬<0.1%+662+94.7%加碼歷史
ARESAres Management CorpCL A COM STK2,183$33.4 萬<0.1%+510+30.5%加碼歷史
TTTrane Technologies plcSHS996$33.3 萬<0.1%+68+7.3%加碼歷史
IQVIQVIA Holdings Inc.Stock1,350$33.2 萬<0.1%+70+5.5%加碼歷史
Timothy Plan887432276HIGH DIVIDEND13,230$33.1 萬<0.1%−5,182−28.1%減碼–
EXPOExponent IncCOM3,103$32.9 萬<0.1%+34+1.1%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,686$32.9 萬<0.1%+18+0.7%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF7,128$32.8 萬<0.1%+742+11.6%加碼–
BJBJ's Wholesale Club Holdings, Inc.COM3,687$32.4 萬<0.1%+67+1.9%加碼歷史
FTAIFTAI Aviation Ltd.SHS2,903$32.4 萬<0.1%+28+1.0%加碼歷史
SITESiteOne Landscape Supply, Inc.COM2,184$32.0 萬<0.1%−141−6.1%減碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD7,368$31.9 萬<0.1%+445+6.4%加碼歷史
NSPInsperity, Inc.COM3,061$31.4 萬<0.1%+28+0.9%加碼歷史
iShares Tr464287861EUROPE ETF5,596$31.3 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,373$31.2 萬<0.1%00.0%不變–
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,568$31.2 萬<0.1%+2,920+18.7%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM9,621$31.2 萬<0.1%+61+0.6%加碼歷史
PAYXPaychex IncStock2,433$31.2 萬<0.1%−770−24.0%減碼歷史
SKYChampion Homes, Inc.Stock3,820$31.1 萬<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock572$30.9 萬<0.1%+104+22.2%加碼歷史
EGOEldorado Gold CorpCOM18,186$30.8 萬<0.1%+17,889+6,023.2%加碼歷史
MDTMedtronic plcStock3,833$30.8 萬<0.1%−1,751−31.4%減碼歷史
EMREmerson Electric CoStock2,613$30.6 萬<0.1%+1,126+75.7%加碼歷史
SAIASaia IncCOM732$30.6 萬<0.1%+9+1.2%加碼歷史
iShares Tr464288281JPMORGAN USD EMG3,380$30.6 萬<0.1%+1,977+140.9%加碼–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,258$30.5 萬<0.1%+78+1.1%加碼–
THOThor Industries IncCOM2,826$30.0 萬<0.1%+67+2.4%加碼歷史
SGNSigning Day Sports, Inc.COM1,458,500$29.7 萬<0.1%+330,000+29.2%加碼歷史
SRESempraStock3,707$29.7 萬<0.1%+902+32.2%加碼歷史
VRTXVertex Pharmaceuticals IncStock598$29.6 萬<0.1%+33+5.8%加碼歷史
NVSNovartis AGADR2,647$29.5 萬<0.1%+634+31.5%加碼歷史
CDWCDW CorpCOM1,348$29.4 萬<0.1%+231+20.7%加碼歷史
iShares Tr46434V803HDG MSCI EAFE8,331$29.3 萬<0.1%+3,808+84.2%加碼–
Fidelity Covington Trust31609A305ENHANCED LARGE9,178$29.0 萬<0.1%+13+0.1%加碼–
SPGSimon Property Group Inc.REIT1,882$28.9 萬<0.1%+17+0.9%加碼歷史
EEni SpASPONSORED ADR8,976$28.8 萬<0.1%−56−0.6%減碼歷史
AGNTAGNT, Inc.COM20,013$28.7 萬<0.1%−1,621−7.5%減碼歷史
TDYTeledyne Technologies IncCOM681$28.7 萬<0.1%+16+2.4%加碼歷史
IBITiShares Bitcoin Trust ETFETF7,712$28.7 萬<0.1%+42+0.5%加碼歷史
MPWRMonolithic Power Systems, Inc.COM332$28.7 萬<0.1%+15+4.7%加碼歷史
ADMArcher-Daniels-Midland CoStock4,603$28.5 萬<0.1%−151−3.2%減碼歷史
UBSUBS Group AGStock9,373$28.3 萬<0.1%+819+9.6%加碼歷史
EMEEMCOR Group, Inc.Stock752$28.2 萬<0.1%+1+0.1%加碼歷史
DFSDiscover Financial ServicesCOM1,958$28.2 萬<0.1%+831+73.7%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT9,841$28.1 萬<0.1%−3,859−28.2%減碼–
PWRQuanta Services, Inc.COM1,058$28.1 萬<0.1%+46+4.5%加碼歷史
AONAon plcCL A852$28.0 萬<0.1%+45+5.6%加碼歷史
SAPSAP SEADR1,322$28.0 萬<0.1%+144+12.2%加碼歷史
AEPAmerican Electric Power Co IncStock2,851$28.0 萬<0.1%−719−20.1%減碼歷史
LHLabcorp Holdings Inc.Stock1,295$27.9 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072604AVANTIS EMGMKT4,561$27.9 萬<0.1%+550+13.7%加碼–
ONOn Semiconductor CorpStock3,548$27.8 萬<0.1%+69+2.0%加碼歷史
CHEChemed CorpCOM484$27.6 萬<0.1%−3−0.6%減碼歷史
MOSMosaic CoCOM9,204$27.4 萬<0.1%−712−7.2%減碼歷史
AZPNAspen Technology, Inc.COM1,455$27.3 萬<0.1%+40+2.8%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT5,199$27.2 萬<0.1%+1,867+56.0%加碼–
BMYBristol Myers Squibb CoStock5,695$27.1 萬<0.1%+703+14.1%加碼歷史
American Centy ETF Tr025072703INTL EQT ETF4,162$26.8 萬<0.1%+14+0.3%加碼–
HIGHartford Insurance Group, Inc.Stock2,400$26.6 萬<0.1%+1,927+407.4%加碼歷史
CAGConagra Brands Inc.Stock8,661$26.3 萬<0.1%+548+6.8%加碼歷史
COKECoca-Cola Consolidated, Inc.COM229$26.2 萬<0.1%+160+231.9%加碼歷史
FISFidelity National Information Services, Inc.Stock3,406$26.2 萬<0.1%+241+7.6%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN16,027$26.1 萬<0.1%+1,874+13.2%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF3,768$26.1 萬<0.1%−392−9.4%減碼–
RELXRELX PLCSPONSORED ADR5,503$26.0 萬<0.1%−837−13.2%減碼歷史
DLBDolby Laboratories, Inc.COM CL A3,283$25.9 萬<0.1%−108−3.2%減碼歷史
GBTCGrayscale Bitcoin Trust ETFETF4,933$25.7 萬<0.1%+3,658+286.9%加碼歷史
PPCPilgrims Pride CorpStock6,201$25.6 萬<0.1%+3,927+172.7%加碼歷史
WDAYWorkday, Inc.CL A1,118$25.4 萬<0.1%+496+79.7%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,689$25.3 萬<0.1%00.0%不變歷史
KHCKraft Heinz CoStock7,175$25.3 萬<0.1%+639+9.8%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM2,097$25.2 萬<0.1%+119+6.0%加碼歷史
AALAmerican Airlines Group Inc.Stock23,694$25.2 萬<0.1%−5,422−18.6%減碼歷史
ULUnilever PLCSPON ADR NEW4,103$25.2 萬<0.1%+90+2.2%加碼歷史
TGTTarget CorpStock1,666$25.1 萬<0.1%+33+2.0%加碼歷史
CHDChurch & Dwight Co IncCOM2,552$25.0 萬<0.1%+77+3.1%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,778$24.8 萬<0.1%−7−0.4%減碼歷史
SMCISuper Micro Computer, Inc.COM352$24.7 萬<0.1%+211+149.6%加碼歷史
SMGScotts Miracle-Gro CoStock3,134$24.6 萬<0.1%+104+3.4%加碼歷史
CAHCardinal Health IncStock2,443$24.6 萬<0.1%+778+46.7%加碼歷史
DVADavita Inc.COM1,803$24.6 萬<0.1%+946+110.4%加碼歷史
HLIHoulihan Lokey, Inc.CL A1,610$24.2 萬<0.1%+272+20.3%加碼歷史
ALLAllstate CorpStock1,412$24.2 萬<0.1%−14−1.0%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,983$23.9 萬<0.1%+681+20.6%加碼–
NSITInsight Enterprises IncCOM1,066$23.9 萬<0.1%+15+1.4%加碼歷史
AIGAmerican International Group, Inc.Stock3,002$23.8 萬<0.1%−145−4.6%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,667$23.7 萬<0.1%+26+1.0%加碼歷史
MFCManulife Financial CorpCOM8,907$23.7 萬<0.1%+339+4.0%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