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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
IMOImperial Oil LtdCOM NEW3,308$23.7 萬<0.1%+163+5.2%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,507$23.6 萬<0.1%+349+30.1%加碼歷史
OTISOtis Worldwide CorpStock2,488$23.5 萬<0.1%−50−2.0%減碼歷史
TMUST-Mobile US, Inc.Stock1,290$23.5 萬<0.1%+246+23.6%加碼歷史
STLAStellantis N.V.SHS14,037$23.4 萬<0.1%+2,518+21.9%加碼歷史
GIBCgi IncCL A2,055$23.4 萬<0.1%+173+9.2%加碼歷史
IPInternational Paper CoCOM5,034$23.4 萬<0.1%+4,044+408.5%加碼歷史
PINSPinterest, Inc.CL A7,320$23.4 萬<0.1%+651+9.8%加碼歷史
NSCNorfolk Southern CorpStock931$23.2 萬<0.1%−74−7.4%減碼歷史
MCOMoodys CorpStock506$23.1 萬<0.1%−45−8.2%減碼歷史
ARCCAres Capital CorpCEF11,020$23.1 萬<0.1%+2,275+26.0%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,071$23.0 萬<0.1%+8+0.8%加碼歷史
ABNBAirbnb, Inc.Stock1,643$22.9 萬<0.1%+780+90.4%加碼歷史
iShares Tips Bond ETF464287176ETF2,119$22.9 萬<0.1%+1,298+158.1%加碼–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF4,988$22.9 萬<0.1%+570+12.9%加碼–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,877$22.8 萬<0.1%+16+0.2%加碼–
PHGKoninklijke Philips NVNY REGIS SHS NEW8,084$22.8 萬<0.1%+550+7.3%加碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$22.7 萬<0.1%00.0%不變–
PHParker-Hannifin CorpStock402$22.6 萬<0.1%+14+3.6%加碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI9,439$22.6 萬<0.1%+533+6.0%加碼–
Victory Portfolios II92647N865VCSHS US LRG CAP3,481$22.5 萬<0.1%−406−10.4%減碼–
EVREvercore Inc.CLASS A898$22.5 萬<0.1%+20+2.3%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,780$22.4 萬<0.1%+812+13.6%加碼–
AFLAflac IncStock2,347$22.4 萬<0.1%+1,819+344.5%加碼歷史
OKEONEOK IncCOM2,687$22.4 萬<0.1%+1,133+72.9%加碼歷史
BABAAlibaba Group Holding LtdADR2,823$22.3 萬<0.1%+289+11.4%加碼歷史
TDGTransDigm Group INCCOM171$22.1 萬<0.1%+12+7.5%加碼歷史
HUBSHubSpot IncCOM443$22.0 萬<0.1%+154+53.3%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,163$22.0 萬<0.1%+1,648+36.5%加碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA7,413$22.0 萬<0.1%+368+5.2%加碼–
iShares Tr46435G672CORE INTL AGGR4,306$21.9 萬<0.1%+60+1.4%加碼–
INTCIntel CorpStock7,119$21.9 萬<0.1%+197+2.8%加碼歷史
PRUPrudential Financial IncStock1,737$21.8 萬<0.1%+298+20.7%加碼歷史
TTETotalEnergies SESPONSORED ADS3,211$21.8 萬<0.1%+196+6.5%加碼歷史
METMetlife IncStock2,826$21.7 萬<0.1%+1,151+68.7%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$21.7 萬<0.1%00.0%不變歷史
VSTVistra Corp.Stock2,707$21.4 萬<0.1%+1,732+177.6%加碼歷史
SPGIS&P Global Inc.Stock441$21.3 萬<0.1%+7+1.6%加碼歷史
SLFSun Life Financial IncCOM4,283$21.2 萬<0.1%+25+0.6%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS3,524$21.1 萬<0.1%+1,539+77.5%加碼歷史
iShares Russell Midcap ETF464287499ETF2,485$21.1 萬<0.1%+200+8.8%加碼–
SNYSanofiSPONSORED ADR4,044$21.0 萬<0.1%+4+0.1%加碼歷史
EAElectronic Arts Inc.COM1,386$20.9 萬<0.1%+306+28.3%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,530$20.8 萬<0.1%+4,016+781.3%加碼–
DTMDT Midstream, Inc.COMMON STOCK2,754$20.8 萬<0.1%+1,789+185.4%加碼歷史
MCHPMicrochip Technology IncStock2,332$20.7 萬<0.1%+90+4.0%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,221$20.6 萬<0.1%+1,379+163.8%加碼–
AMTAmerican Tower CorpREIT935$20.6 萬<0.1%+28+3.1%加碼歷史
GILDGilead Sciences, Inc.Stock2,699$20.5 萬<0.1%−415−13.3%減碼歷史
Ea Series Trust02072L375TBG DIVID FO ETF6,770$20.5 萬<0.1%+2,554+60.6%加碼–
WELLWelltower Inc.REIT1,823$20.3 萬<0.1%−42−2.3%減碼歷史
iShares Tr464287341GLOBAL ENERG ETF4,783$20.2 萬<0.1%+2,031+73.8%加碼–
NLOPNet Lease Office PropertiesCOM6,819$20.1 萬<0.1%−801−10.5%減碼歷史
GWWW.W. Grainger, Inc.Stock206$20.1 萬<0.1%+5+2.5%加碼歷史
VMCVulcan Materials COCOM732$20.1 萬<0.1%+4+0.5%加碼歷史
KMIKinder Morgan, Inc.Stock9,497$20.1 萬<0.1%+1,931+25.5%加碼歷史
LOGILogitech International S.A.SHS2,206$20.0 萬<0.1%+128+6.2%加碼歷史
CNQCanadian Natural Resources LtdCOM5,583$19.8 萬<0.1%+237+4.4%加碼依 2 比 1 拆股換算歷史
FSKFS KKR Capital CorpCOM9,776$19.8 萬<0.1%00.0%不變歷史
COOPMaverick Merger Sub 2, LLCCOM2,198$19.8 萬<0.1%+6+0.3%加碼歷史
TDWTidewater IncCOM1,995$19.7 萬<0.1%+1,752+721.0%加碼歷史
CMICummins IncStock676$19.7 萬<0.1%+11+1.7%加碼歷史
OSISOsi Systems IncCOM1,331$19.7 萬<0.1%+934+235.3%加碼歷史
UALUnited Airlines Holdings, Inc.COM4,336$19.7 萬<0.1%+89+2.1%加碼歷史
OKTAOkta, Inc.CL A2,095$19.7 萬<0.1%+1,754+514.4%加碼歷史
GEVGE Vernova Inc.Stock1,100$19.6 萬<0.1%−103−8.6%減碼歷史
APHAmphenol CorpCL A3,041$19.5 萬<0.1%+111+3.8%加碼依 2 比 1 拆股換算歷史
CLSCelestica IncStock3,724$19.5 萬<0.1%+3,160+560.3%加碼歷史
WDCWestern Digital CorpCOM2,896$19.4 萬<0.1%+1,274+78.5%加碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL4,552$19.2 萬<0.1%00.0%不變–
ITGartner IncCOM383$19.2 萬<0.1%+108+39.3%加碼歷史
GNRCGenerac Holdings Inc.Stock1,215$18.9 萬<0.1%+852+234.7%加碼歷史
MTBM&T Bank CorpCOM1,097$18.9 萬<0.1%−146−11.7%減碼歷史
CDNSCadence Design Systems IncStock705$18.9 萬<0.1%+21+3.1%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock832$18.9 萬<0.1%+19+2.3%加碼歷史
CNPCenterpoint Energy IncCOM6,794$18.9 萬<0.1%+259+4.0%加碼歷史
STXSeagate Technology Holdings plcORD SHS1,840$18.8 萬<0.1%+354+23.8%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW24,001$18.8 萬<0.1%+777+3.3%加碼歷史
HCAHCA Healthcare, Inc.COM517$18.8 萬<0.1%−20−3.7%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF3,935$18.7 萬<0.1%+820+26.3%加碼–
CCEPCoca-Cola Europacific Partners plcSHS2,527$18.6 萬<0.1%+2,061+442.3%加碼歷史
DEODiageo PLCSPON ADR NEW1,492$18.6 萬<0.1%−193−11.5%減碼歷史
BDXBecton Dickinson & CoStock772$18.6 萬<0.1%−11−1.4%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$18.6 萬<0.1%−1,596−25.8%減碼–
SLBSLB LimitedStock3,832$18.5 萬<0.1%−248−6.1%減碼歷史
SHOPShopify Inc.Stock3,020$18.5 萬<0.1%+581+23.8%加碼歷史
TRMBTrimble Inc.COM3,372$18.4 萬<0.1%+91+2.8%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF3,145$18.4 萬<0.1%+647+25.9%加碼–
iShares Tr464287150CORE S&P TTL STK1,509$18.3 萬<0.1%−988−39.6%減碼–
SYYSysco CorpStock2,368$18.2 萬<0.1%+116+5.2%加碼歷史
Schwab International Equity ETF808524805ETF4,594$18.2 萬<0.1%+909+24.7%加碼–
NVTnVent Electric plcSHS2,497$18.1 萬<0.1%+489+24.4%加碼歷史
RSReliance, Inc.COM595$18.1 萬<0.1%−10−1.7%減碼歷史
ENSGEnsign Group, IncCOM1,288$18.1 萬<0.1%+531+70.1%加碼歷史
USBUS Bancorp DECOM NEW4,012$18.0 萬<0.1%−381−8.7%減碼歷史
AQNAlgonquin Power & Utilities Corp.COM28,704$17.9 萬<0.1%+5,863+25.7%加碼歷史
DDDuPont de Nemours, Inc.COM2,137$17.9 萬<0.1%+1,540+258.0%加碼歷史
VRTVertiv Holdings CoCOM CL A2,261$17.8 萬<0.1%−2,349−51.0%減碼歷史
RIORio Tinto PLCADR2,723$17.7 萬<0.1%+876+47.4%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW21,164$17.7 萬<0.1%+3,515+19.9%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