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Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2024 年第 2 季到 2024 年第 3 季的持倉變化

只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
107 檔
估計 +$875.3 萬
加碼
1,205 檔
估計 +$7,273 萬
減碼
863 檔
估計 −$1.82 億
清倉
136 檔
估計 −$201.5 萬

總值從 $15.1 億變成 $15.8 億（+$7,362 萬 (+4.9%)），持股從 3,067 檔變成 3,038 檔（−29）。

2024 年第 3 季全部持倉2024 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 年第 2 季的股數先依拆股比例換算再比較。

EverSource Wealth Advisors, LLC 在 2024 年第 2 季與 2024 年第 3 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化（百分點）
Vanguard Morningstar Large-Cap ETF922908637清倉–0232−232−100.0%$0$5.85 萬−$5.85 萬0.0%<0.1%0.00
Vanguard Wellington FD921935409清倉–0284−284−100.0%$0$3.35 萬−$3.35 萬0.0%<0.1%0.00
NOANorth American Construction Group Ltd.清倉歷史068−68−100.0%$0$1,357−$1,3570.0%<0.1%0.00
AIFUAIFU Inc.清倉歷史0575−575−100.0%$0$903−$9030.0%<0.1%0.00
MNKDMannkind Corp清倉歷史0100−100−100.0%$0$576−$5760.0%<0.1%0.00
TWOU2U, LLC清倉歷史069−69−100.0%$0$185−$1850.0%<0.1%0.00
PGENPrecigen, Inc.清倉歷史093−93−100.0%$0$141−$1410.0%<0.1%0.00
CNFCNFinance Holdings Ltd.清倉歷史040−40−100.0%$0$43−$430.0%<0.1%0.00
VHCVirnetX Holding Corp清倉歷史05−5−100.0%$0$32−$320.0%<0.1%0.00
Uscf ETF Tr90290T882清倉–000$0$13−$130.0%<0.1%0.00
Mobile Telesystems PJSC607409109不變–42442400.0%$0$0$00.0%0.0%0.00
Qiwi PLC74735M108不變–131300.0%$0$0$00.0%0.0%0.00
Advanced Marketing Services25456U109不變–1100.0%$0$0$00.0%0.0%0.00
CEPLCapstone Energy Plus, Inc.不變歷史1,0001,00000.0%$0$0$00.0%0.0%0.00
NBISNebius Group N.V.新進歷史490+49$0$0$00.0%0.0%0.00
First Rep BK San Francisco C33616C100不變–868600.0%$1$1$0<0.1%<0.1%0.00
WKHSWorkhorse Group Inc.不變歷史1100.0%$1$1$0<0.1%<0.1%0.00
TXMDTherapeuticsMD, Inc.不變歷史1100.0%$2$2$0<0.1%<0.1%0.00
BINIBollinger Innovations, Inc.減碼歷史2132−130−98.5%$6$153−$390<0.1%<0.1%0.00
CTXRCitius Pharmaceuticals, Inc.不變歷史161600.0%$8$14$0<0.1%<0.1%0.00
BPTHBio-Path Holdings, Inc.新進歷史100+10$9$0+$9<0.1%0.0%0.00
LSFLaird Superfood, Inc.不變歷史3300.0%$15$12$0<0.1%<0.1%0.00
WRBYWarby Parker Inc.不變歷史1100.0%$16$16$0<0.1%<0.1%0.00
SHYFShyft Group, Inc.不變歷史2200.0%$25$34$0<0.1%<0.1%0.00
FTHMFathom Holdings Inc.減碼歷史1032−22−68.8%$26$68−$57.2<0.1%<0.1%0.00
MITKMitek Systems Inc不變歷史3300.0%$26$40$0<0.1%<0.1%0.00
OLPXOlaplex Holdings, Inc.不變歷史111100.0%$26$23$0<0.1%<0.1%0.00
AMCAMC Entertainment Holdings, Inc.新進歷史60+6$27$0+$27<0.1%0.0%0.00
HTZWWHertz Global Holdings, Inc不變歷史131300.0%$28$37$0<0.1%<0.1%0.00
CLLSCellectis S.A.不變歷史131300.0%$28$29$0<0.1%<0.1%0.00
ICHRIchor Holdings, Ltd.不變歷史1100.0%$32$34$0<0.1%<0.1%0.00
NADNuveen Quality Municipal Income Fund不變歷史3300.0%$37$35$0<0.1%<0.1%0.00
MAXNQMaxeon Solar Technologies, Ltd.新進歷史3970+397$39$0+$39<0.1%0.0%0.00
NARIInari Medical, Inc.減碼歷史141−40−97.6%$41$1,909−$1,640<0.1%<0.1%0.00
PENGPenguin Solutions, Inc.減碼歷史223−21−91.3%$42$538−$441<0.1%<0.1%0.00
BATRAAtlanta Braves Holdings, Inc.不變歷史1100.0%$42$46$0<0.1%<0.1%0.00
STGWStagwell Inc不變歷史6600.0%$42$40$0<0.1%<0.1%0.00
SPHRSphere Entertainment Co.減碼歷史1252−251−99.6%$44$1.12 萬−$1.10 萬<0.1%<0.1%0.00
SEDGSolaredge Technologies, Inc.不變歷史2200.0%$46$58$0<0.1%<0.1%0.00
Momentus Inc.60879E119減碼–4,8956,400−1,505−23.5%$47$70−$14.45<0.1%<0.1%0.00
GOCOGoHealth, Inc.不變歷史5500.0%$47$66$0<0.1%<0.1%0.00
OPENOpendoor Technologies Inc.不變歷史242400.0%$48$56$0<0.1%<0.1%0.00
DLOdLocal Ltd不變歷史6600.0%$48$46$0<0.1%<0.1%0.00
TTGTTechTarget, Inc.不變歷史2200.0%$49$64$0<0.1%<0.1%0.00
CMPSCOMPASS Pathways plc減碼歷史827−19−70.4%$50$206−$118.75<0.1%<0.1%0.00
LELands' End, Inc.不變歷史3300.0%$52$53$0<0.1%<0.1%0.00
CLOVClover Health Investments, Corp.減碼歷史19592−573−96.8%$54$1,131−$1,628.53<0.1%<0.1%0.00
iShares Global Clean Energy ETF464288224不變–4400.0%$59$57$0<0.1%<0.1%0.00
Invesco Exchange Traded FD T46137V134不變–3300.0%$60$65$0<0.1%<0.1%0.00
VSTSVestis Corp不變歷史4400.0%$60$52$0<0.1%<0.1%0.00
QVCGAOld QVC Group, Inc.不變歷史10010000.0%$61$72$0<0.1%<0.1%0.00
ZIMVZimVie Inc.不變歷史4400.0%$63$85$0<0.1%<0.1%0.00
MFAMfa Financial, Inc.不變歷史5500.0%$64$56$0<0.1%<0.1%0.00
AEVAAeva Technologies, Inc.減碼歷史20220−200−90.9%$66$799−$660<0.1%<0.1%0.00
DDD3D Systems Corp減碼歷史25313−288−92.0%$71$1,142−$817.92<0.1%<0.1%0.00
ALHCAlignment Healthcare, Inc.不變歷史6600.0%$71$52$0<0.1%<0.1%0.00
QCRHQCR Holdings Inc不變歷史1100.0%$74$76$0<0.1%<0.1%0.00
CRNCCerence Inc.不變歷史242400.0%$76$76$0<0.1%<0.1%0.00
ProShares Tr74347X633不變–1100.0%$76$72$0<0.1%<0.1%0.00
HCKTHackett Group, Inc.不變歷史3300.0%$79$82$0<0.1%<0.1%0.00
EHTHeHealth, Inc.新進歷史200+20$82$0+$82<0.1%0.0%0.00
WORWorthington Enterprises, Inc.加碼歷史21+1+100.0%$83$50+$41.5<0.1%<0.1%0.00
OESXOrion Energy Systems, Inc.不變歷史10010000.0%$86$108$0<0.1%<0.1%0.00
CARGCarGurus, Inc.不變歷史3300.0%$90$74$0<0.1%<0.1%0.00
HAPNHappen, Inc.不變歷史8800.0%$91$100$0<0.1%<0.1%0.00
Victory Portfolios II92647N782不變–1100.0%$92$88$0<0.1%<0.1%0.00
INBXInhibrx Biosciences, Inc.不變歷史6600.0%$94$87$0<0.1%<0.1%0.00
DHCDiversified Healthcare Trust不變歷史232300.0%$96$77$0<0.1%<0.1%0.00
SRGSeritage Growth Properties不變歷史222200.0%$102$112$0<0.1%<0.1%0.00
CURICuriosityStream Inc.減碼歷史54122−68−55.7%$103$134−$129.7<0.1%<0.1%0.00
TBHCBrand House Collective, Inc.不變歷史505000.0%$110$90$0<0.1%<0.1%0.00
SFIXStitch Fix, Inc.不變歷史404000.0%$113$188$0<0.1%<0.1%0.00
FLNCFluence Energy, Inc.加碼歷史54+1+25.0%$114$66+$22.8<0.1%<0.1%0.00
RCUSArcus Biosciences, Inc.新進歷史80+8$122$0+$122<0.1%0.0%0.00
FUNDSprott Focus Trust Inc.不變歷史161600.0%$123$130$0<0.1%<0.1%0.00
DAREDare Bioscience, Inc.新進歷史420+42$136$0+$136<0.1%0.0%0.00
SEGSeaport Entertainment Group Inc.新進歷史50+5$137$0+$137<0.1%0.0%0.00
Sprott FDS Tr85208P303減碼–34−1−25.0%$138$188−$46<0.1%<0.1%0.00
HPKHighPeak Energy, Inc.減碼歷史103,293−3,283−99.7%$139$5.54 萬−$4.56 萬<0.1%<0.1%0.00
Brookfield Business PartnersG16234109不變–6600.0%$140$122$0<0.1%<0.1%0.00
HCATHealth Catalyst, Inc.不變歷史181800.0%$147$133$0<0.1%<0.1%0.00
BlackSky Technology Inc.09263B116不變–5,0005,00000.0%$153$176$0<0.1%<0.1%0.00
JAMFJamf Holding Corp.不變歷史9900.0%$156$165$0<0.1%<0.1%0.00
BOOTBoot Barn Holdings, Inc.不變歷史1100.0%$167$133$0<0.1%<0.1%0.00
LEN.BLennar Corp不變歷史1100.0%$173$165$0<0.1%<0.1%0.00
OPADOfferpad Solutions Inc.減碼歷史43129−86−66.7%$175$573−$350<0.1%<0.1%0.00
CUTRCutera Inc不變歷史22222200.0%$175$311$0<0.1%<0.1%0.00
COURCoursera, Inc.不變歷史222200.0%$175$205$0<0.1%<0.1%0.00
AGENAgenus Inc不變歷史333300.0%$181$199$0<0.1%<0.1%0.00
NKLANikola Corp減碼歷史4263−21−33.3%$192$566−$96<0.1%<0.1%0.00
ARRYArray Technologies, Inc.不變歷史303000.0%$198$316$0<0.1%<0.1%0.00
SFLSFL Corp Ltd.減碼歷史18116−98−84.5%$208$1,373−$1,132.44<0.1%<0.1%0.00
MTNBMatinas BioPharma Holdings, Inc.不變依 1 比 50 拆股換算歷史606000.0%$212$484$0<0.1%<0.1%0.00
ENICEnel Chile S.A.新進歷史760+76$212$0+$212<0.1%0.0%0.00
GTXGarrett Motion Inc.不變歷史262600.0%$213$228$0<0.1%<0.1%0.00
NUSNu Skin Enterprises, Inc.減碼歷史29116−87−75.0%$214$1,301−$642<0.1%<0.1%0.00
ENVXEnovix Corp不變歷史232300.0%$215$331$0<0.1%<0.1%0.00
Direxion Shs ETF Tr25459W458不變–6600.0%$220$266$0<0.1%<0.1%0.00
SPCEVirgin Galactic Holdings, Inc不變歷史363600.0%$220$256$0<0.1%<0.1%0.00
SHLSShoals Technologies Group, Inc.新進歷史410+41$230$0+$230<0.1%0.0%0.00

估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。