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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）
VYXNCR Voyix Corp減碼歷史17475−458−96.4%$231$7,006−$6,223.41<0.1%<0.1%0.00
AVIRAtea Pharmaceuticals, Inc.減碼歷史69118−49−41.5%$231$451−$164.04<0.1%<0.1%0.00
PYCRPaycor HCM, Inc.新進歷史170+17$241$0+$241<0.1%0.0%0.00
PSQHPSQ Holdings, Inc.不變歷史10010000.0%$246$262$0<0.1%<0.1%0.00
RENTRent the Runway, Inc.不變歷史262600.0%$251$387$0<0.1%<0.1%0.00
ACHAccendra Health Inc新進歷史160+16$251$0+$251<0.1%0.0%0.00
RAPTRAPT Therapeutics, Inc.不變歷史12712700.0%$255$399$0<0.1%<0.1%0.00
VIVOVivoPower PLC新進歷史2550+255$255$0+$255<0.1%0.0%0.00
WWRWestwater Resources, Inc.不變歷史50050000.0%$258$254$0<0.1%<0.1%0.00
GRNBarclays Bank PLC減碼歷史1011−1−9.1%$260$298−$26<0.1%<0.1%0.00
ATRAAtara Biotherapeutics, Inc.不變歷史353500.0%$285$344$0<0.1%<0.1%0.00
BLUEbluebird bio, Inc.不變歷史55555500.0%$288$644$0<0.1%<0.1%0.00
TPGTPG Inc.新進歷史50+5$288$0+$288<0.1%0.0%0.00
RILYBRC Group Holdings, Inc.加碼歷史5531+24+77.4%$289$595+$126.11<0.1%<0.1%0.00
TNETTrinet Group, Inc.減碼歷史39−6−66.7%$291$939−$582<0.1%<0.1%0.00
KYNBKyntra Bio, Inc.不變歷史73473400.0%$293$396$0<0.1%<0.1%0.00
ARVNArvinas, Inc.新進歷史120+12$296$0+$296<0.1%0.0%0.00
AMTBAmerant Bancorp Inc.不變歷史141400.0%$299$315$0<0.1%<0.1%0.00
STCStewart Information Services Corp不變歷史4400.0%$299$283$0<0.1%<0.1%0.00
ASIXAdvanSix Inc.不變歷史101000.0%$304$280$0<0.1%<0.1%0.00
LBRDALiberty Broadband Corp新進歷史40+4$307$0+$307<0.1%0.0%0.00
ALLKAllakos Inc.不變歷史47747700.0%$312$429$0<0.1%<0.1%0.00
RDFNRedfin Corp不變歷史252500.0%$314$204$0<0.1%<0.1%0.00
SDGRSchrodinger, Inc.加碼歷史172+15+750.0%$315$45+$277.94<0.1%<0.1%0.00
LESLLeslie's, Inc.減碼歷史100627−527−84.1%$316$1,850−$1,665.32<0.1%<0.1%0.00
AMTXAemetis, Inc不變歷史14314300.0%$329$459$0<0.1%<0.1%0.00
WOLFWolfspeed, Inc.不變歷史353500.0%$340$660$0<0.1%<0.1%0.00
IARTIntegra Lifesciences Holdings Corp減碼歷史1979−60−75.9%$345$1,960−$1,089.47<0.1%<0.1%0.00
ESTAEstablishment Labs Holdings Inc.新進歷史80+8$346$0+$346<0.1%0.0%0.00
NCNOnCino, Inc.不變歷史111100.0%$347$360$0<0.1%<0.1%0.00
GOOSCanada Goose Holdings Inc.減碼歷史2852−24−46.2%$351$601−$300.86<0.1%<0.1%0.00
DKDelek US Holdings, Inc.不變歷史191900.0%$356$452$0<0.1%<0.1%0.00
BRZEBraze, Inc.新進歷史110+11$356$0+$356<0.1%0.0%0.00
Dimensional ETF Trust25434V104減碼–964−55−85.9%$360$2,451−$2,200<0.1%<0.1%0.00
J P Morgan Exchange Traded F46641Q191不變–6600.0%$374$360$0<0.1%<0.1%0.00
SBDSSolo Brands, Inc.不變歷史26626600.0%$375$636$0<0.1%<0.1%0.00
Ssga Active ETF Tr78467V608不變–9900.0%$376$376$0<0.1%<0.1%0.00
NVAXNovavax Inc減碼歷史3062−32−51.6%$379$794−$404.27<0.1%<0.1%0.00
PHRPhreesia, Inc.不變歷史171700.0%$387$424$0<0.1%<0.1%0.00
ADTADT Inc.不變歷史545400.0%$390$420$0<0.1%<0.1%0.00
IMVTImmunovant, Inc.不變歷史141400.0%$399$407$0<0.1%<0.1%0.00
iShares Tr46434V696不變–6600.0%$400$381$0<0.1%<0.1%0.00
PDPagerDuty, Inc.不變歷史222200.0%$408$460$0<0.1%<0.1%0.00
PRMEPrime Medicine, Inc.不變歷史10610600.0%$410$595$0<0.1%<0.1%0.00
CMTGClaros Mortgage Trust, Inc.減碼歷史55305−250−82.0%$412$2,901−$1,872.73<0.1%<0.1%0.00
Hartford FDS Exchange Traded41653L867不變–272700.0%$413$398$0<0.1%<0.1%0.00
PIIPolaris Inc.新進歷史50+5$416$0+$416<0.1%0.0%0.00
American Centy ETF Tr025072687不變–9900.0%$424$419$0<0.1%<0.1%0.00
BASECouchbase, Inc.新進歷史270+27$435$0+$435<0.1%0.0%0.00
REIRing Energy, Inc.不變歷史27327300.0%$437$538$0<0.1%<0.1%0.00
BKEBuckle Inc新進歷史100+10$440$0+$440<0.1%0.0%0.00
IDYAIDEAYA Biosciences, Inc.不變歷史141400.0%$444$603$0<0.1%<0.1%0.00
LSPDLightspeed Commerce Inc.不變歷史272700.0%$445$362$0<0.1%<0.1%0.00
LPROOpen Lending Corp不變歷史737300.0%$447$460$0<0.1%<0.1%0.00
RCMR1 RCM Inc.不變歷史323200.0%$453$412$0<0.1%<0.1%0.00
BCYCBicycle Therapeutics PLC新進歷史200+20$453$0+$453<0.1%0.0%0.00
NGNovagold Resources Inc不變歷史11111100.0%$455$531$0<0.1%<0.1%0.00
GSGiShares S&P GSCI Commodity-Indexed Trust不變歷史222200.0%$462$473$0<0.1%<0.1%0.00
Townebank Portsmouth Va89214P109不變–141400.0%$463$465$0<0.1%<0.1%0.00
GTLBGitlab Inc.減碼歷史9218−209−95.9%$464$1.12 萬−$1.08 萬<0.1%<0.1%0.00
LEGHLegacy Housing Corp不變歷史171700.0%$465$484$0<0.1%<0.1%0.00
NVEENV5 Global, Inc.不變歷史5500.0%$467$516$0<0.1%<0.1%0.00
IRBTiRobot Corp不變歷史545400.0%$469$637$0<0.1%<0.1%0.00
LINELineage, Inc.新進歷史60+6$470$0+$470<0.1%0.0%0.00
WKWorkiva Inc不變歷史6600.0%$475$443$0<0.1%<0.1%0.00
TENBTenable Holdings, Inc.新進歷史120+12$486$0+$486<0.1%0.0%0.00
VITLVital Farms, Inc.不變歷史141400.0%$491$511$0<0.1%<0.1%0.00
BOOMDMC Global Inc.不變歷史383800.0%$493$513$0<0.1%<0.1%0.00
iShares Tr46429B507不變–7700.0%$493$510$0<0.1%<0.1%0.00
GGALGrupo Financiero Galicia SA不變歷史121200.0%$505$348$0<0.1%<0.1%0.00
HGVHilton Grand Vacations Inc.不變歷史141400.0%$508$605$0<0.1%<0.1%0.00
BYNDBeyond Meat, Inc.不變歷史757500.0%$509$471$0<0.1%<0.1%0.00
HWKNHawkins Inc新進歷史40+4$510$0+$510<0.1%0.0%0.00
PIMCO ETF Tr72201R627不變–101000.0%$511$512$0<0.1%<0.1%0.00
FLLFull House Resorts Inc不變歷史10210200.0%$512$574$0<0.1%<0.1%0.00
IVRInvesco Mortgage Capital Inc.不變歷史555500.0%$516$499$0<0.1%<0.1%0.00
KBRKBR, Inc.新進歷史80+8$521$0+$521<0.1%0.0%0.00
CRDOCredo Technology Group Holding Ltd減碼歷史1750−33−66.0%$524$1,388−$1,017.18<0.1%<0.1%0.00
BLDPBallard Power Systems Inc.新進歷史2920+292$526$0+$526<0.1%0.0%0.00
AVDXAvidXchange Holdings, Inc.不變歷史656500.0%$527$581$0<0.1%<0.1%0.00
RPTRithm Property Trust Inc.不變歷史15915900.0%$529$558$0<0.1%<0.1%0.00
CWANClearwater Analytics Holdings, Inc.新進歷史210+21$530$0+$530<0.1%0.0%0.00
OPIOffice Properties Income Trust不變歷史24424400.0%$532$608$0<0.1%<0.1%0.00
Curevac N VN2451R105加碼–18117+164+964.7%$532$64+$482.03<0.1%<0.1%0.00
PGNYProgyny, Inc.減碼歷史3259−27−45.8%$536$1,663−$452.25<0.1%<0.1%0.00
NFENew Fortress Energy Inc.不變歷史595900.0%$536$1,165$0<0.1%<0.1%0.00
RUMRUM Group Inc.不變歷史10010000.0%$536$632$0<0.1%<0.1%0.00
Innovator ETFs Trust45782C714不變–212100.0%$536$518$0<0.1%<0.1%0.00
RHPRyman Hospitality Properties, Inc.新進歷史50+5$536$0+$536<0.1%0.0%0.00
QUREuniQure N.V.不變歷史10910900.0%$537$835$0<0.1%<0.1%0.00
RKTRocket Companies, Inc.不變歷史282800.0%$537$453$0<0.1%<0.1%0.00
RDUSRadius Recycling, Inc.新進歷史290+29$538$0+$538<0.1%0.0%0.00
FOXFFox Factory Holding Corp減碼歷史1367−54−80.6%$540$3,577−$2,243.08<0.1%<0.1%0.00
J P Morgan Exchange Traded F46641Q233不變–101000.0%$540$494$0<0.1%<0.1%0.00
CGCCanopy Growth Corp不變歷史11311300.0%$545$859$0<0.1%<0.1%0.00
KMTKennametal Inc減碼歷史2130−9−30.0%$545$784−$233.57<0.1%<0.1%0.00
PRVAPrivia Health Group, Inc.不變歷史303000.0%$546$622$0<0.1%<0.1%0.00
ARRArmour Residential REIT, Inc.不變歷史272700.0%$551$545$0<0.1%<0.1%0.00
LTMLatam Airlines Group S.A.新進歷史210+21$555$0+$555<0.1%0.0%0.00
FAFirst Advantage Corp不變歷史282800.0%$556$482$0<0.1%<0.1%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。