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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)
WORWorthington Enterprises, Inc.加碼歷史21+1+100.0%$83$50+$41.5<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
RILYBRC Group Holdings, Inc.加碼歷史5531+24+77.4%$289$595+$126.11<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
Curevac N VN2451R105加碼–18117+164+964.7%$532$64+$482.03<0.1%<0.1%0.00
VECOVeeco Instruments Inc加碼歷史1711+6+54.5%$563$456+$198.71<0.1%<0.1%0.00
LACLithium Americas Corp.加碼歷史227200+27+13.5%$613$542+$72.91<0.1%<0.1%0.00
GMEGameStop Corp.加碼歷史3018+12+66.7%$688$408+$275.2<0.1%<0.1%0.00
CYRXCryoport, Inc.加碼歷史8648+38+79.2%$697$443+$307.98<0.1%<0.1%0.00
VTLEVital Energy, Inc.加碼歷史2612+14+116.7%$699$523+$376.38<0.1%<0.1%0.00
Lithium Americas Argentina Cor Com Shs53681K100加碼–23425+209+836.0%$763$76+$681.48<0.1%<0.1%0.00
LFSTLifeStance Health Group, Inc.加碼歷史11368+45+66.2%$791$375+$315<0.1%<0.1%0.00
AMWLAmerican Well Corp加碼依 1 比 20 拆股換算歷史892+87+3,769.6%$844$368+$822.19<0.1%<0.1%0.00
AMNAmn Healthcare Services Inc加碼歷史2313+10+76.9%$975$879+$423.91<0.1%<0.1%0.00
GRTSGritstone bio, Inc.加碼歷史1,724649+1,075+165.6%$1,000$390+$623.55<0.1%<0.1%0.00
GTMZoomInfo Technologies Inc.加碼歷史10284+18+21.4%$1,053$954+$185.82<0.1%<0.1%0.00
CNSCohen & Steers, Inc.加碼歷史116+5+83.3%$1,056$515+$480<0.1%<0.1%0.00
CATYCathay General Bancorp加碼歷史2516+9+56.3%$1,073$709+$386.28<0.1%<0.1%0.00
EQXEquinox Gold Corp.加碼歷史188143+45+31.5%$1,145$804+$274.07<0.1%<0.1%0.00
UPSTUpstart Holdings, Inc.加碼歷史2923+6+26.1%$1,160$643+$240<0.1%<0.1%0.00
DQDaqo New Energy Corp.加碼歷史5924+35+145.8%$1,202$421+$713.05<0.1%<0.1%0.00
APIAgora, Inc.加碼歷史500426+74+17.4%$1,205$1,065+$178.34<0.1%<0.1%0.00
FIGSFIGS, Inc.加碼歷史18073+107+146.6%$1,231$476+$731.76<0.1%<0.1%0.00
RVMDRevolution Medicines, Inc.加碼歷史285+23+460.0%$1,269$229+$1,042.39<0.1%<0.1%0.00
VIRVir Biotechnology, Inc.加碼歷史17038+132+347.4%$1,273$386+$988.45<0.1%<0.1%0.00
OECOrion S.A.加碼歷史7528+47+167.9%$1,336$689+$837.23<0.1%<0.1%0.00
SANASana Biotechnology, Inc.加碼歷史322129+193+149.6%$1,340$786+$803.17<0.1%<0.1%0.00
SONOSonos Inc加碼歷史10919+90+473.7%$1,340$257+$1,106.42<0.1%<0.1%0.00
NNOXNano-X Imaging Ltd.加碼歷史233201+32+15.9%$1,417$1,733+$194.61<0.1%<0.1%0.00
OPKOpko Health, Inc.加碼歷史1,0011,000+1+0.1%$1,491$1,420+$1.49<0.1%<0.1%0.00
BEAMBeam Therapeutics Inc.加碼歷史6148+13+27.1%$1,495$1,519+$318.61<0.1%<0.1%0.00
TDOCTeladoc Health, Inc.加碼歷史1668+158+1,975.0%$1,524$75+$1,450.55<0.1%<0.1%0.00
CRICarters Inc加碼歷史248+16+200.0%$1,560$484+$1,040<0.1%<0.1%0.00
MLCOMelco Resorts & Entertainment LTD加碼歷史210154+56+36.4%$1,636$879+$436.27<0.1%<0.1%0.00
FIVEFive Below, Inc加碼歷史195+14+280.0%$1,679$364+$1,237.16<0.1%<0.1%0.00
Azul S A05501U106加碼–48979+410+519.0%$1,682$333+$1,410.27<0.1%<0.1%0.00
CXTCrane NXT, Co.加碼歷史3020+10+50.0%$1,683$1,258+$561<0.1%<0.1%0.00
Despegar Com CorpG27358103加碼–136115+21+18.3%$1,686$1,336+$260.34<0.1%<0.1%0.00
CNMCore & Main, Inc.加碼歷史3929+10+34.5%$1,732$1,551+$444.1<0.1%<0.1%0.00
IOTSamsara Inc.加碼歷史3624+12+50.0%$1,732$919+$577.33<0.1%<0.1%0.00
VRNSVaronis Systems Inc加碼歷史3112+19+158.3%$1,752$662+$1,073.81<0.1%<0.1%0.00
FRMEFirst Merchants Corp加碼歷史4945+4+8.9%$1,823$1,815+$148.82<0.1%<0.1%0.00
Dada Nexus Ltd23344D108加碼–964228+736+322.8%$1,832$301+$1,398.71<0.1%<0.1%0.00
ACVAACV Auctions Inc.加碼歷史9228+64+228.6%$1,870$478+$1,300.87<0.1%<0.1%0.00
KLXEKLX Energy Services Holdings, Inc.加碼歷史34947+302+642.6%$1,909$324+$1,651.91<0.1%<0.1%0.00
RLRalph Lauren Corp加碼歷史107+3+42.9%$1,939$1,229+$581.7<0.1%<0.1%0.00
PIImpinj Inc加碼歷史96+3+50.0%$1,949$956+$649.67<0.1%<0.1%0.00
INVXInnovex International, Inc.加碼歷史133100+33+33.0%$1,952$1,732+$484.33<0.1%<0.1%0.00
CRVLCorvel Corp加碼歷史64+2+50.0%$1,962$1,227+$654<0.1%<0.1%0.00
IQiQIYI, Inc.加碼歷史696408+288+70.6%$1,990$1,359+$823.45<0.1%<0.1%0.00
RHRH加碼歷史64+2+50.0%$2,007$1,160+$669<0.1%<0.1%0.00
BZUNBaozun Inc.加碼歷史563545+18+3.3%$2,016$1,292+$64.45<0.1%<0.1%0.00
Carnival Corp Ltd.14365C103加碼–12231+91+293.5%$2,034$475+$1,517.16<0.1%<0.1%0.00
AUPHAurinia Pharmaceuticals Inc.加碼歷史282126+156+123.8%$2,067$741+$1,143.45<0.1%<0.1%0.00
RGENRepligen Corp加碼歷史1410+4+40.0%$2,083$1,673+$595.14<0.1%<0.1%0.00
ARAntero Resources Corp加碼歷史7339+34+87.2%$2,091$1,132+$973.89<0.1%<0.1%0.00
VCYTVeracyte, Inc.加碼歷史6235+27+77.1%$2,111$840+$919.31<0.1%<0.1%0.00
BRSLBrightstar Lottery PLC加碼歷史106100+6+6.0%$2,258$2,347+$127.81<0.1%<0.1%0.00
SNSharkNinja, Inc.加碼歷史217+14+200.0%$2,283$538+$1,522<0.1%<0.1%0.00
ZLABZai Lab Ltd加碼歷史9594+1+1.1%$2,293$1,789+$24.14<0.1%<0.1%0.00
BWXTBWX Technologies, Inc.加碼歷史2119+2+10.5%$2,294$1,899+$218.48<0.1%<0.1%0.00
HAINHain Celestial Group Inc加碼歷史268166+102+61.4%$2,313$1,285+$880.32<0.1%<0.1%0.00
CHWYChewy, Inc.加碼歷史8073+7+9.6%$2,343$1,765+$205.01<0.1%<0.1%0.00
CSANYCosan S.A.加碼歷史249181+68+37.6%$2,381$1,705+$650.23<0.1%<0.1%0.00
CRONCronos Group Inc.加碼歷史1,114550+564+102.5%$2,440$1,348+$1,235.33<0.1%<0.1%0.00
MWAMueller Water Products, Inc.加碼歷史11375+38+50.7%$2,452$1,551+$824.57<0.1%<0.1%0.00
GOTUGaotu Techedu Inc.加碼歷史627459+168+36.6%$2,458$2,203+$658.6<0.1%<0.1%0.00
DINDine Brands Global, Inc.加碼歷史7949+30+61.2%$2,467$1,756+$936.84<0.1%<0.1%0.00
CCCCCC Intelligent Solutions Holdings Inc.加碼歷史22449+175+357.1%$2,476$503+$1,934.38<0.1%<0.1%0.00
TWSTTwist Bioscience Corp加碼歷史5520+35+175.0%$2,485$1,116+$1,581.36<0.1%<0.1%0.00
ZGNErmenegildo Zegna N.V.加碼歷史256238+18+7.6%$2,519$2,689+$177.12<0.1%<0.1%0.00
MGNIMagnite, Inc.加碼歷史183159+24+15.1%$2,534$2,312+$332.33<0.1%<0.1%0.00
MTLSMaterialise NV加碼歷史466325+141+43.4%$2,554$2,113+$772.78<0.1%<0.1%0.00
EBCEastern Bankshares, Inc.加碼歷史157127+30+23.6%$2,574$2,113+$491.85<0.1%<0.1%0.00
VRNTVerint Systems Inc加碼歷史10279+23+29.1%$2,584$2,855+$582.67<0.1%<0.1%0.00
IAGIamgold Corp加碼歷史503399+104+26.1%$2,631$1,644+$543.98<0.1%<0.1%0.00
HUYAHUYA Inc.加碼歷史516310+206+66.5%$2,632$1,321+$1,050.76<0.1%<0.1%0.00
PTCTPTC Therapeutics, Inc.加碼歷史7161+10+16.4%$2,634$2,065+$370.99<0.1%<0.1%0.00
BCPCBalchem Corp加碼歷史1513+2+15.4%$2,640$2,307+$352<0.1%<0.1%0.00
BOXBox Inc加碼歷史8163+18+28.6%$2,651$1,772+$589.11<0.1%<0.1%0.00
CHXChampionX Corp加碼歷史8865+23+35.4%$2,654$2,227+$693.66<0.1%<0.1%0.00
BHCBausch Health Companies Inc.加碼歷史328248+80+32.3%$2,676$1,495+$652.68<0.1%<0.1%0.00
PCORProcore Technologies, Inc.加碼歷史4436+8+22.2%$2,715$2,557+$493.64<0.1%<0.1%0.00
UCTTUltra Clean Holdings, Inc.加碼歷史6940+29+72.5%$2,755$1,730+$1,157.9<0.1%<0.1%0.00
CUBECubeSmart加碼歷史5341+12+29.3%$2,853$1,951+$645.96<0.1%<0.1%0.00
AZEKAZEK Co Inc.加碼歷史6144+17+38.6%$2,855$1,975+$795.66<0.1%<0.1%0.00
BURBurford Capital Ltd加碼歷史223152+71+46.7%$2,957$2,145+$941.47<0.1%<0.1%0.00
JMIAJumia Technologies AG加碼歷史572285+287+100.7%$3,054$3,443+$1,532.34<0.1%<0.1%0.00
PWSCPowerschool Holdings, Inc.加碼歷史13883+55+66.3%$3,148$1,872+$1,254.64<0.1%<0.1%0.00
TWTradeweb Markets Inc.加碼歷史2614+12+85.7%$3,216$1,563+$1,484.31<0.1%<0.1%0.00
TROXTronox Holdings plc加碼歷史22594+131+139.4%$3,292$1,519+$1,916.68<0.1%<0.1%0.00
FRSHFreshworks Inc.加碼歷史290259+31+12.0%$3,329$3,238+$355.86<0.1%<0.1%0.00
CERTCertara, Inc.加碼歷史288242+46+19.0%$3,373$3,778+$538.74<0.1%<0.1%0.00
SHCSotera Health Co加碼歷史205181+24+13.3%$3,423$2,511+$400.74<0.1%<0.1%0.00
APGAPi Group Corp加碼歷史10476+28+36.8%$3,434$2,880+$924.54<0.1%<0.1%0.00
PENPenumbra Inc加碼歷史1816+2+12.5%$3,497$2,674+$388.56<0.1%<0.1%0.00
REGRegency Centers Corp加碼歷史4937+12+32.4%$3,539$2,492+$866.69<0.1%<0.1%0.00
ZETAZeta Global Holdings Corp.加碼歷史11958+61+105.2%$3,550$1,242+$1,819.75<0.1%<0.1%0.00
HRMYHarmony Biosciences Holdings, Inc.加碼歷史8939+50+128.2%$3,560$1,321+$2,000<0.1%<0.1%0.00
OWLBlue Owl Capital Inc.加碼歷史189160+29+18.1%$3,659$3,052+$561.43<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。