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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
Fidelity Covington Trust31609A107ENHANCED LARGE5,924$17.7 萬<0.1%−22−0.4%減碼–
BKHBlack Hills CorpCOM2,993$17.7 萬<0.1%+2,359+372.1%加碼歷史
DLRDigital Realty Trust, Inc.COM1,180$17.7 萬<0.1%−86−6.8%減碼歷史
EQIXEquinix IncCOM221$17.5 萬<0.1%−103−31.8%減碼歷史
NEMNEWMONT CorpStock3,559$17.5 萬<0.1%+2,397+206.3%加碼歷史
TRGPTarga Resources Corp.COM1,287$17.4 萬<0.1%+310+31.7%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF689$17.3 萬<0.1%+175+34.0%加碼–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS17,295$17.3 萬<0.1%+2,083+13.7%加碼歷史
iShares Tr46434V4070-5YR HI YL CP4,055$17.3 萬<0.1%+1,282+46.2%加碼–
CMECME Group Inc.COM894$17.3 萬<0.1%+46+5.4%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 35,329$17.2 萬<0.1%−737−12.1%減碼歷史
NTAPNetApp, Inc.Stock1,347$17.1 萬<0.1%+713+112.5%加碼歷史
ULTAUlta Beauty, Inc.Stock466$17.0 萬<0.1%−12−2.5%減碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,232$17.0 萬<0.1%00.0%不變–
KBHKB HomeCOM1,966$16.9 萬<0.1%+1,851+1,609.6%加碼歷史
ANAutonation, Inc.COM884$16.9 萬<0.1%+829+1,507.3%加碼歷史
FORForestar Group Inc.COM5,311$16.8 萬<0.1%+4,387+474.8%加碼歷史
BKRBaker Hughes CoCL A4,337$16.8 萬<0.1%−724−14.3%減碼歷史
CHRDChord Energy CorpCOM NEW977$16.8 萬<0.1%+570+140.0%加碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,540$16.7 萬<0.1%+44+2.9%加碼–
CTSHCognizant Technology Solutions CorpCL A2,196$16.6 萬<0.1%+43+2.0%加碼歷史
LWLamb Weston Holdings, Inc.Stock2,765$16.6 萬<0.1%+392+16.5%加碼歷史
TMToyota Motor CorpADS854$16.5 萬<0.1%−8−0.9%減碼歷史
BSXBoston Scientific CorpStock2,236$16.5 萬<0.1%−3−0.1%減碼歷史
NRGNRG Energy, Inc.Stock2,195$16.5 萬<0.1%+1,859+553.3%加碼歷史
WTWWillis Towers Watson PLCSHS584$16.5 萬<0.1%+1+0.2%加碼歷史
ITTItt Inc.COM1,161$16.4 萬<0.1%+71+6.5%加碼歷史
UGIUgi CorpStock6,602$16.4 萬<0.1%+3,980+151.8%加碼歷史
PRPermian Resources CorpCLASS A COM10,642$16.3 萬<0.1%+10,566+13,902.6%加碼歷史
RACEFerrari N.V.COM391$16.1 萬<0.1%+148+60.9%加碼歷史
AMEAmetek IncCOM930$16.1 萬<0.1%+31+3.4%加碼歷史
MTDMettler Toledo International IncCOM106$16.1 萬<0.1%+11+11.6%加碼歷史
TBBKBancorp, Inc.COM3,110$16.1 萬<0.1%+1,470+89.6%加碼歷史
CFGCitizens Financial Group IncCOM3,773$16.1 萬<0.1%−667−15.0%減碼歷史
CHTRCharter Communications, Inc.CL A423$16.1 萬<0.1%+37+9.6%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY4,059$16.0 萬<0.1%+62+1.6%加碼–
TECKTeck Resources LtdCL B3,258$16.0 萬<0.1%+936+40.3%加碼歷史
JGHNuveen Global High Income FundSHS12,273$15.8 萬<0.1%+12,273新進歷史
iShares Tr464287622RUS 1000 ETF524$15.8 萬<0.1%−45−7.9%減碼–
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A4,064$15.8 萬<0.1%−152−3.6%減碼歷史
Invesco Nasdaq 100 ETF46138G649ETF814$15.8 萬<0.1%−161−16.5%減碼–
MSIMotorola Solutions, Inc.Stock395$15.8 萬<0.1%+11+2.9%加碼歷史
iShares Tr46435U713US INFRASTRUC3,390$15.7 萬<0.1%+521+18.2%加碼–
SONYSony Group CorpSPONSORED ADR1,758$15.6 萬<0.1%+96+5.8%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,232$15.5 萬<0.1%00.0%不變–
LULUlululemon athletica inc.Stock598$15.5 萬<0.1%+60+11.2%加碼歷史
AERAerCap Holdings N.V.SHS1,645$15.5 萬<0.1%+75+4.8%加碼歷史
ROKRockwell Automation, IncStock553$15.4 萬<0.1%−23−4.0%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH3,163$15.4 萬<0.1%+2,057+186.0%加碼歷史
HLNHaleon plcADR16,667$15.3 萬<0.1%+463+2.9%加碼歷史
FASTFastenal CoStock2,142$15.2 萬<0.1%+368+20.7%加碼歷史
DSGXDescartes Systems Group IncCOM1,490$15.1 萬<0.1%+45+3.1%加碼歷史
URIUnited Rentals, Inc.COM200$15.1 萬<0.1%+25+14.3%加碼歷史
EXCExelon CorpStock4,071$15.1 萬<0.1%+1,672+69.7%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,288$15.1 萬<0.1%00.0%不變–
NUENucor CorpCOM927$15.1 萬<0.1%−27−2.8%減碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,205$15.1 萬<0.1%−16−0.1%減碼歷史
HPQHP IncStock4,175$15.1 萬<0.1%+1,534+58.1%加碼歷史
RYRoyal Bank of CanadaStock1,341$15.0 萬<0.1%+253+23.3%加碼歷史
WSMWilliams Sonoma IncCOM965$14.9 萬<0.1%+439+83.5%加碼歷史
ZSZscaler, Inc.Stock832$14.9 萬<0.1%+66+8.6%加碼歷史
MZTIMarzetti CoCOM772$14.9 萬<0.1%+28+3.8%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS3,409$14.9 萬<0.1%−183−5.1%減碼歷史
SCCOSouthern Copper CorpStock1,394$14.9 萬<0.1%+34+2.5%加碼歷史
ORIOld Republic International CorpCOM4,279$14.8 萬<0.1%+217+5.3%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF2,310$14.8 萬<0.1%+1,752+314.0%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$14.8 萬<0.1%00.0%不變–
CRSPCRISPR Therapeutics AGNAMEN AKT2,572$14.7 萬<0.1%+710+38.1%加碼歷史
CCJCameco CorpStock3,220$14.6 萬<0.1%+2,630+445.8%加碼歷史
DBLDoubleLine Opportunistic Credit FundCOM9,327$14.5 萬<0.1%+9,327新進歷史
BLDRBuilders FirstSource, Inc.Stock867$14.5 萬<0.1%−25−2.8%減碼歷史
STLDSteel Dynamics IncCOM1,089$14.5 萬<0.1%−7−0.6%減碼歷史
DOWDow Inc.Stock2,648$14.4 萬<0.1%+254+10.6%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD10,557$14.4 萬<0.1%+5,929+128.1%加碼–
GRMNGarmin LtdSHS833$14.3 萬<0.1%+34+4.3%加碼歷史
TRVTravelers Companies, Inc.Stock659$14.3 萬<0.1%+87+15.2%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock662$14.2 萬<0.1%+71+12.0%加碼歷史
TWLOTwilio IncCL A2,395$14.2 萬<0.1%−1,301−35.2%減碼歷史
TKOTKO Group Holdings, Inc.CL A1,293$14.1 萬<0.1%+5+0.4%加碼歷史
Kraneshares Trust500767306CSI CHI INTERNET5,311$14.1 萬<0.1%+711+15.5%加碼–
VNTVontier CorpStock3,578$14.0 萬<0.1%+9+0.3%加碼歷史
American Centy ETF Tr025072877US SML CP VALU1,403$14.0 萬<0.1%−537−27.7%減碼–
EBAYeBay IncCOM2,506$13.9 萬<0.1%+114+4.8%加碼歷史
STESTERIS plcSHS USD583$13.9 萬<0.1%+181+45.0%加碼歷史
ADSKAutodesk, Inc.COM561$13.9 萬<0.1%−22−3.8%減碼歷史
GGGGraco IncCOM1,631$13.9 萬<0.1%−7−0.4%減碼歷史
CCICrown Castle Inc.REIT1,251$13.8 萬<0.1%+301+31.7%加碼歷史
GSKGSK plcADR3,542$13.7 萬<0.1%+303+9.4%加碼歷史
LSCCLattice Semiconductor CorpCOM2,572$13.6 萬<0.1%+1,118+76.9%加碼歷史
VODVodafone Group Public Ltd CoADR14,563$13.6 萬<0.1%+924+6.8%加碼歷史
HUMHumana IncStock375$13.6 萬<0.1%+77+25.8%加碼歷史
BCCBoise Cascade CoCOM952$13.5 萬<0.1%−12−1.2%減碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,224$13.5 萬<0.1%−55−4.3%減碼歷史
HPEHewlett Packard Enterprise CoCOM6,770$13.5 萬<0.1%−36−0.5%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock1,590$13.5 萬<0.1%+127+8.7%加碼歷史
IRIngersoll Rand Inc.COM1,336$13.4 萬<0.1%+883+194.9%加碼歷史
MKCMcCormick & Co IncStock1,741$13.4 萬<0.1%+6+0.3%加碼歷史
IRMIron Mountain IncCOM1,303$13.4 萬<0.1%+349+36.6%加碼歷史
IDXXIDEXX Laboratories IncCOM280$13.3 萬<0.1%−22−7.3%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,239$13.3 萬<0.1%+492+28.2%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