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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
MROMarathon Oil CorpCOM4,723$13.2 萬<0.1%+679+16.8%加碼歷史
BHPBHP Group LtdADR2,378$13.2 萬<0.1%+625+35.7%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,333$13.2 萬<0.1%−313−11.8%減碼–
HALOHalozyme Therapeutics, Inc.COM2,381$13.2 萬<0.1%+41+1.8%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A63$13.2 萬<0.1%−4−6.0%減碼歷史
SSBSouthState Bank CorpCOM1,324$13.1 萬<0.1%00.0%不變歷史
DTEDte Energy CoCOM1,083$13.1 萬<0.1%+48+4.6%加碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,580$13.0 萬<0.1%+923+55.7%加碼–
LADLithia Motors IncCOM470$13.0 萬<0.1%−84−15.2%減碼歷史
ICLRIcon PLCCOM394$12.9 萬<0.1%+111+39.2%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 502,820$12.8 萬<0.1%00.0%不變–
ECLEcolab Inc.Stock553$12.8 萬<0.1%+261+89.4%加碼歷史
KNSLKinsale Capital Group, Inc.Stock277$12.7 萬<0.1%+155+127.0%加碼歷史
CPRTCopart IncCOM2,405$12.6 萬<0.1%+37+1.6%加碼歷史
American Centy ETF Tr025072885US EQT ETF1,357$12.6 萬<0.1%+11+0.8%加碼–
BMOBank of MontrealCOM1,481$12.5 萬<0.1%+858+137.7%加碼歷史
SPBSpectrum Brands Holdings, Inc.COM1,474$12.5 萬<0.1%+1,363+1,227.9%加碼歷史
PCGPG&E CorpStock6,830$12.5 萬<0.1%+863+14.5%加碼歷史
NYTNew York Times CoCL A2,323$12.4 萬<0.1%−2−0.1%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,530$12.3 萬<0.1%−2−0.1%減碼–
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF1,513$12.3 萬<0.1%00.0%不變–
GVAGranite Construction IncCOM1,785$12.2 萬<0.1%+4+0.2%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT7,828$12.2 萬<0.1%+460+6.2%加碼歷史
MRVLMarvell Technology, Inc.COM1,818$12.2 萬<0.1%+305+20.2%加碼歷史
STTState Street CorpCOM1,420$12.1 萬<0.1%+40+2.9%加碼歷史
FDSFactset Research Systems IncStock291$12.0 萬<0.1%+54+22.8%加碼歷史
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF4,391$11.9 萬<0.1%+4,391新進–
JLLJones Lang Lasalle IncCOM473$11.9 萬<0.1%−102−17.7%減碼歷史
AVBAvalonbay Communities IncCOM576$11.8 萬<0.1%+453+368.3%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,654$11.8 萬<0.1%00.0%不變–
ARWArrow Electronics, Inc.COM954$11.8 萬<0.1%+4+0.4%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT4,543$11.8 萬<0.1%+9+0.2%加碼–
VanEck Semiconductor ETF92189F676ETF476$11.8 萬<0.1%−168−26.1%減碼–
PNRPENTAIR plcSHS1,336$11.7 萬<0.1%+290+27.7%加碼歷史
YUMYum Brands IncStock882$11.7 萬<0.1%−553−38.5%減碼歷史
GLWCorning IncCOM2,921$11.7 萬<0.1%−97−3.2%減碼歷史
MELIMercadolibre IncCOM70$11.7 萬<0.1%+16+29.6%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -1,172$11.7 萬<0.1%−244−17.2%減碼歷史
NDAQNasdaq, Inc.COM1,719$11.6 萬<0.1%+1,365+385.6%加碼歷史
FROFrontline plcCOM4,711$11.6 萬<0.1%+4,618+4,965.6%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,713$11.6 萬<0.1%−2,000−53.9%減碼–
JCIJohnson Controls International plcStock1,615$11.6 萬<0.1%+638+65.3%加碼歷史
SPSCSPS Commerce IncCOM536$11.5 萬<0.1%+3+0.6%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW113,101$11.5 萬<0.1%−244−7.3%減碼歷史
iShares Tr46435G268RUSEL 2500 ETF1,709$11.5 萬<0.1%−1−0.1%減碼–
ARK Innovation ETF00214Q104ETF2,507$11.4 萬<0.1%−22,955−90.2%減碼–
EQHEquitable Holdings, Inc.COM2,615$11.4 萬<0.1%+10+0.4%加碼歷史
SUSuncor Energy IncStock2,854$11.4 萬<0.1%+124+4.5%加碼歷史
Golden Ocean Group LtdG39637205SHS NEW9,170$11.4 萬<0.1%+8,791+2,319.5%加碼–
ANDEAndersons, Inc.COM2,087$11.4 萬<0.1%+1,003+92.5%加碼歷史
OGNOrganon & Co.Stock5,204$11.4 萬<0.1%+174+3.5%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF2,242$11.3 萬<0.1%00.0%不變–
CNICanadian National Railway CoStock972$11.3 萬<0.1%+131+15.6%加碼歷史
HUBBHubbell IncCOM283$11.2 萬<0.1%−54−16.0%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF593$11.1 萬<0.1%+492+487.1%加碼–
VICIVici Properties Inc.COM3,525$11.0 萬<0.1%+280+8.6%加碼歷史
Ea Series Trust02072L680STRIVE 500 ETF3,098$10.9 萬<0.1%00.0%不變–
Vanguard Materials ETF92204A801ETF536$10.9 萬<0.1%00.0%不變–
CHKPCheck Point Software Technologies LtdORD594$10.9 萬<0.1%+21+3.7%加碼歷史
ORANYOrangeSPONSORED ADR9,797$10.9 萬<0.1%−1,513−13.4%減碼歷史
AVTAvnet IncCOM2,024$10.9 萬<0.1%+117+6.1%加碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM14,145$10.9 萬<0.1%+7,500+112.9%加碼歷史
KMXCarMax IncCOM1,281$10.8 萬<0.1%−101−7.3%減碼歷史
MMacy's, Inc.COM6,245$10.8 萬<0.1%−209−3.2%減碼歷史
CTVACorteva, Inc.Stock1,923$10.8 萬<0.1%+621+47.7%加碼歷史
MTDRMatador Resources CoCOM1,751$10.8 萬<0.1%+300+20.7%加碼歷史
FOURShift4 Payments, Inc.CL A1,564$10.8 萬<0.1%+1,561+52,033.3%加碼歷史
ROSTRoss Stores, Inc.COM749$10.7 萬<0.1%−125−14.3%減碼歷史
VRSKVerisk Analytics, Inc.COM410$10.7 萬<0.1%+147+55.9%加碼歷史
TSNTyson Foods, Inc.Stock1,757$10.7 萬<0.1%+58+3.4%加碼歷史
AAgilent Technologies, Inc.COM756$10.7 萬<0.1%+25+3.4%加碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$10.7 萬<0.1%+25,000新進歷史
SSNCSS&C Technologies Holdings IncCOM1,457$10.6 萬<0.1%+9+0.6%加碼歷史
LNGCheniere Energy, Inc.COM NEW578$10.6 萬<0.1%+369+176.6%加碼歷史
EGPEastgroup Properties IncCOM564$10.5 萬<0.1%+219+63.5%加碼歷史
LOPEGrand Canyon Education, Inc.COM673$10.5 萬<0.1%+13+2.0%加碼歷史
DOCHealthpeak Properties, Inc.COM4,794$10.5 萬<0.1%+2,005+71.9%加碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS12,176$10.5 萬<0.1%−267−2.1%減碼歷史
INFNInfinera CorpCOM17,500$10.4 萬<0.1%+17,500新進歷史
PEGPublic Service Enterprise Group IncCOM1,302$10.4 萬<0.1%+19+1.5%加碼歷史
KRKroger CoStock1,902$10.4 萬<0.1%+136+7.7%加碼歷史
SANBanco Santander, S.A.ADR21,348$10.4 萬<0.1%+992+4.9%加碼歷史
SUNSunoco LPCOM UT REP LP1,884$10.3 萬<0.1%+300+18.9%加碼歷史
MARMarriott International IncStock455$10.3 萬<0.1%00.0%不變歷史
MKLMarkel Group Inc.COM63$10.3 萬<0.1%+58+1,160.0%加碼歷史
HESHess CorpStock671$10.3 萬<0.1%+398+145.8%加碼歷史
TRPTC Energy CorpCOM2,420$10.3 萬<0.1%−36−1.5%減碼歷史
STNStantec IncCOM1,166$10.3 萬<0.1%+129+12.4%加碼歷史
CMBTCmb.tech NVSHS5,576$10.2 萬<0.1%+4,423+383.6%加碼歷史
ZMZoom Communications, Inc.Stock1,685$10.2 萬<0.1%+692+69.7%加碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I2,239$10.2 萬<0.1%+1,059+89.7%加碼歷史
GHCGraham Holdings CoCOM CL B131$10.2 萬<0.1%+2+1.6%加碼歷史
RITMRithm Capital Corp.REIT8,739$10.1 萬<0.1%+183+2.1%加碼歷史
PLDPrologis, Inc.REIT804$10.1 萬<0.1%−1−0.1%減碼歷史
COFCapital One Financial CorpStock666$10.1 萬<0.1%+49+7.9%加碼歷史
TELTE Connectivity plcREG SHS653$10.1 萬<0.1%+54+9.0%加碼歷史
INGING Groep NVSPONSORED ADR5,558$10.1 萬<0.1%+169+3.1%加碼歷史
OPRAOpera LtdSPONSORED ADS8,000$10.1 萬<0.1%+8,000新進歷史
SESea LtdSPONSORD ADS1,527$10.0 萬<0.1%+55+3.7%加碼歷史
BAXBaxter International IncStock2,794$10.0 萬<0.1%+284+11.3%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