跳到主要內容
Livermore
Livermore
中文EN

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
Vanguard Energy ETF92204A306ETF764$9.98 萬<0.1%+1+0.1%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock895$9.97 萬<0.1%+20+2.3%加碼歷史
EGEverest Group, Ltd.COM252$9.90 萬<0.1%+10+4.1%加碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS989$9.90 萬<0.1%+5+0.5%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock608$9.80 萬<0.1%+263+76.2%加碼歷史
TTDTrade Desk, Inc.Stock1,090$9.80 萬<0.1%+176+19.3%加碼歷史
FNFFidelity National Financial, Inc.COM SHS1,766$9.79 萬<0.1%+213+13.7%加碼歷史
GPIGroup 1 Automotive IncCOM267$9.77 萬<0.1%+39+17.1%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS757$9.76 萬<0.1%+58+8.3%加碼歷史
DNPDNP Select Income Fund IncCOM10,885$9.74 萬<0.1%00.0%不變歷史
ATIAti IncStock1,438$9.74 萬<0.1%+85+6.3%加碼歷史
BIDUBaidu, Inc.ADR1,098$9.73 萬<0.1%+555+102.2%加碼歷史
MLIMueller Industries IncCOM1,370$9.72 萬<0.1%−20−1.4%減碼歷史
TUTelus CorpCOM6,017$9.71 萬<0.1%−3,978−39.8%減碼歷史
Etfis Ser Tr I26923G707VIRTUS NEWFLEET4,283$9.68 萬<0.1%+4,188+4,408.4%加碼–
ALCAlcon IncStock1,021$9.60 萬<0.1%+34+3.4%加碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$9.58 萬<0.1%+4,500+204.5%加碼歷史
ILMNIllumina, Inc.COM776$9.51 萬<0.1%+435+127.6%加碼歷史
AITApplied Industrial Technologies IncCOM435$9.49 萬<0.1%+130+42.6%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,091$9.49 萬<0.1%−76−6.5%減碼–
CNCCentene CorpStock1,231$9.47 萬<0.1%+630+104.8%加碼歷史
CFCF Industries Holdings, Inc.COM1,235$9.44 萬<0.1%−59−4.6%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF941$9.40 萬<0.1%−13−1.4%減碼–
MUSAMurphy USA Inc.COM186$9.39 萬<0.1%+107+135.4%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,368$9.37 萬<0.1%00.0%不變–
NMRNomura Holdings IncSPONSORED ADR15,066$9.33 萬<0.1%+1,845+14.0%加碼歷史
SLVMSylvamo CorpCOMMON STOCK1,262$9.30 萬<0.1%+1,121+795.0%加碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$9.29 萬<0.1%+5,000新進歷史
MEOHMethanex CorpCOM1,910$9.28 萬<0.1%+1,626+572.5%加碼歷史
SNVSynovus Financial CorpCOM NEW1,972$9.22 萬<0.1%+66+3.5%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,607$9.20 萬<0.1%+1,153+79.3%加碼歷史
LSTRLandstar System IncCOM482$9.17 萬<0.1%−113−19.0%減碼歷史
VLTOVeralto CorpStock856$9.13 萬<0.1%+46+5.7%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,157$9.07 萬<0.1%−11−0.3%減碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$9.07 萬<0.1%00.0%不變–
GRCGorman Rupp CoCOM2,185$9.03 萬<0.1%+11+0.5%加碼歷史
SOFISoFi Technologies, Inc.Stock11,938$9.00 萬<0.1%−1,397−10.5%減碼歷史
CTRACoterra Energy Inc.Stock3,479$8.97 萬<0.1%+1,128+48.0%加碼歷史
iShares Core S&P US Value ETF464287663ETF967$8.94 萬<0.1%00.0%不變–
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$8.93 萬<0.1%−900−22.1%減碼–
UHALU-Haul Holding CoCOM1,334$8.91 萬<0.1%−740−35.7%減碼歷史
LLoews CorpCOM1,112$8.89 萬<0.1%+36+3.3%加碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL1,077$8.88 萬<0.1%+216+25.1%加碼–
NWSANews CorpCL A3,218$8.88 萬<0.1%+268+9.1%加碼歷史
MTHMeritage Homes CORPCOM437$8.87 萬<0.1%+11+2.6%加碼歷史
OXLCOxford Lane Capital Corp.COM16,000$8.86 萬<0.1%+16,000新進歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF1,742$8.86 萬<0.1%+51+3.0%加碼–
Pacer FDS Tr69374H634AMERICAN ENERGY2,595$8.85 萬<0.1%+7+0.3%加碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$8.83 萬<0.1%00.0%不變–
FCFSFirstCash Holdings, Inc.COM791$8.83 萬<0.1%+2+0.3%加碼歷史
ETREntergy CorpCOM759$8.80 萬<0.1%+178+30.6%加碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF2,320$8.80 萬<0.1%00.0%不變–
AMAntero Midstream CorpStock6,122$8.79 萬<0.1%+55+0.9%加碼歷史
U.S. Global Jets ETF26922A842ETF4,586$8.74 萬<0.1%−400−8.0%減碼–
DASHDoorDash, Inc.Stock786$8.70 萬<0.1%−5−0.6%減碼歷史
APTVAptiv PLCSHS1,249$8.67 萬<0.1%−105−7.8%減碼歷史
BF.ABrown Forman CorpCL A1,890$8.62 萬<0.1%00.0%不變歷史
NTRNutrien Ltd.COM1,680$8.60 萬<0.1%+605+56.3%加碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$8.60 萬<0.1%+4,000新進歷史
SWNSouthwestern Energy CoCOM13,312$8.59 萬<0.1%+6,662+100.2%加碼歷史
DOCUDocuSign, Inc.Stock1,545$8.57 萬<0.1%+263+20.5%加碼歷史
Vanguard Industrials ETF92204A603ETF345$8.57 萬<0.1%00.0%不變–
TTWOTake Two Interactive Software IncCOM567$8.54 萬<0.1%+20+3.7%加碼歷史
MRNAModerna, Inc.Stock714$8.51 萬<0.1%+2+0.3%加碼歷史
QSQuantumScape CorpCOM CL A13,133$8.48 萬<0.1%−340−2.5%減碼歷史
iShares Core High Dividend ETF46429B663ETF738$8.48 萬<0.1%+6+0.8%加碼–
APAAPA CorpStock2,709$8.45 萬<0.1%+44+1.7%加碼歷史
PTCPTC Inc.Stock475$8.45 萬<0.1%+11+2.4%加碼歷史
VMRKVivmark ResidentialSH BEN INT1,212$8.44 萬<0.1%+615+103.0%加碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF4,521$8.43 萬<0.1%00.0%不變–
IDAIdacorp IncCOM860$8.41 萬<0.1%+44+5.4%加碼歷史
PNWPinnacle West Capital CorpCOM980$8.39 萬<0.1%+25+2.6%加碼歷史
ELANElanco Animal Health IncCOM6,431$8.39 萬<0.1%+203+3.3%加碼歷史
THCTenet Healthcare CorpCOM NEW560$8.38 萬<0.1%+96+20.7%加碼歷史
FSLRFirst Solar, Inc.Stock383$8.27 萬<0.1%+351+1,096.9%加碼歷史
NPKINPK International Inc.COM SHS10,000$8.26 萬<0.1%00.0%不變歷史
ESIElement Solutions IncCOM3,056$8.24 萬<0.1%+864+39.4%加碼歷史
FTVFortive CorpStock1,143$8.21 萬<0.1%+38+3.4%加碼歷史
CPBCAMPBELL'S CoCOM1,747$8.19 萬<0.1%+1,437+463.5%加碼歷史
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW2,500$8.19 萬<0.1%+2,500新進歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$8.16 萬<0.1%00.0%不變–
LCIILci IndustriesCOM699$8.16 萬<0.1%−11−1.5%減碼歷史
NWENorthWestern Energy Group, Inc.COM NEW1,514$8.14 萬<0.1%+150+11.0%加碼歷史
AGNCAGNC Investment Corp.REIT8,116$8.12 萬<0.1%+6,243+333.3%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW1,795$8.10 萬<0.1%+83+4.8%加碼歷史
HASHasbro, Inc.COM1,256$8.10 萬<0.1%+196+18.5%加碼歷史
MBLYMobileye Global Inc.Stock3,819$8.02 萬<0.1%+3,478+1,019.9%加碼歷史
AXONAxon Enterprise, Inc.COM267$8.01 萬<0.1%+6+2.3%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX759$7.96 萬<0.1%00.0%不變–
WYWeyerhaeuser CoCOM NEW2,502$7.95 萬<0.1%+603+31.8%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF1,655$7.93 萬<0.1%+536+47.9%加碼–
TEAMAtlassian CorpCL A449$7.93 萬<0.1%+38+9.2%加碼歷史
TOSTToast, Inc.Stock3,028$7.92 萬<0.1%+2,259+293.8%加碼歷史
PSAPublic StorageCOM267$7.92 萬<0.1%+147+122.5%加碼歷史
RBB FD Inc74933W452F/M US TREASURY1,583$7.92 萬<0.1%+519+48.8%加碼–
KDPKeurig Dr Pepper Inc.COM2,307$7.91 萬<0.1%+940+68.8%加碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW3,290$7.90 萬<0.1%+350+11.9%加碼歷史
GILGildan Activewear Inc.Stock1,938$7.88 萬<0.1%+45+2.4%加碼歷史
VNOVornado Realty TrustSH BEN INT2,624$7.87 萬<0.1%−62−2.3%減碼歷史
BTGB2GOLD CorpCOM26,092$7.83 萬<0.1%+2,177+9.1%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