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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 3 季持倉

持倉截至 2024/9/30，2024/11/8 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
3,038
較 2024 年第 2 季 −29
總值
$15.8 億
較 2024 年第 2 季 +$7,362 萬 (+4.9%)
申報日
2024/11/8
SEC
EverSource Wealth Advisors, LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PBProsperity Bancshares IncCOM254$1.83 萬<0.1%−35−12.1%減碼歷史
MTRNMATERION CorpCOM164$1.83 萬<0.1%00.0%不變歷史
BLMNBloomin' Brands, Inc.COM1,111$1.84 萬<0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM299$1.84 萬<0.1%+39+15.0%加碼歷史
RPMRPM International IncCOM152$1.84 萬<0.1%+4+2.7%加碼歷史
VALValaris LtdCL A331$1.85 萬<0.1%−34−9.3%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF492$1.85 萬<0.1%−129−20.8%減碼–
HTZHertz Global Holdings, IncCOM NEW5,614$1.85 萬<0.1%+1,478+35.7%加碼歷史
CZRCaesars Entertainment, Inc.COM446$1.86 萬<0.1%+81+22.2%加碼歷史
Innovator ETFs Trust45782C409US EQTY BUFR JAN400$1.86 萬<0.1%+400新進–
WisdomTree Tr97717W703INTL EQUITY FD325$1.87 萬<0.1%00.0%不變–
SMPStandard Motor Products, Inc.Stock565$1.88 萬<0.1%00.0%不變歷史
PPBIPacific Premier Bancorp IncCOM746$1.88 萬<0.1%00.0%不變歷史
MTArcelorMittalNY REGISTRY SH719$1.89 萬<0.1%−182−20.2%減碼歷史
ECHOEchoStar CORPCL A761$1.89 萬<0.1%−149−16.4%減碼歷史
MGEEMge Energy IncCOM207$1.89 萬<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock827$1.90 萬<0.1%+404+95.5%加碼歷史
TFXTeleflex IncCOM77$1.90 萬<0.1%−2−2.5%減碼歷史
ADCAgree Realty CorpCOM253$1.91 萬<0.1%−217−46.2%減碼歷史
INSMINSMED IncCOM PAR $.01262$1.91 萬<0.1%+88+50.6%加碼歷史
TTMITTM Technologies IncCOM1,049$1.91 萬<0.1%00.0%不變歷史
ProShares Bitcoin ETF74347G440ETF998$1.92 萬<0.1%−35−3.4%減碼–
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.93 萬<0.1%+968新進–
SEI Exchange Traded Funds81589A205QIM US LARGE CAP533$1.93 萬<0.1%00.0%不變–
TSTenaris SASPONSORED ADS606$1.93 萬<0.1%−50−7.6%減碼歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.93 萬<0.1%+1,065新進–
ACIWAci Worldwide, Inc.Stock379$1.93 萬<0.1%+23+6.5%加碼歷史
CNHCNH Industrial N.V.SHS1,740$1.93 萬<0.1%−1,316−43.1%減碼歷史
MRNAModerna, Inc.Stock289$1.93 萬<0.1%−425−59.5%減碼歷史
PLYAPlaya Hotels & Resorts N.V.SHS2,500$1.94 萬<0.1%00.0%不變歷史
ALTRAltair Engineering Inc.COM CL A203$1.94 萬<0.1%+101+99.0%加碼歷史
YALAYalla Group LtdADS4,271$1.94 萬<0.1%+2,010+88.9%加碼歷史
ALSumisho Air Lease CorpCL A429$1.94 萬<0.1%−171−28.5%減碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK824$1.95 萬<0.1%+824新進歷史
SIISprott Inc.COM NEW450$1.95 萬<0.1%+19+4.4%加碼歷史
FELEFranklin Electric Co IncCOM186$1.95 萬<0.1%+98+111.4%加碼歷史
ONTOOnto Innovation Inc.COM94$1.95 萬<0.1%−24−20.3%減碼歷史
XPEVXpeng Inc.ADS1,610$1.96 萬<0.1%+628+64.0%加碼歷史
NVRNVR IncCOM2$1.96 萬<0.1%00.0%不變歷史
HTHTH World Group LtdSPONSORED ADS528$1.96 萬<0.1%+80+17.9%加碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$1.96 萬<0.1%00.0%不變歷史
FGF&G Annuities & Life, Inc.COMMON STOCK440$1.97 萬<0.1%+1+0.2%加碼歷史
BKUBankUnited, Inc.COM540$1.97 萬<0.1%+17+3.3%加碼歷史
OSCROscar Health, Inc.CL A929$1.97 萬<0.1%+14+1.5%加碼歷史
GATXGatx CorpCOM149$1.97 萬<0.1%+3+2.1%加碼歷史
ATOAtmos Energy CorpCOM142$1.98 萬<0.1%+27+23.5%加碼歷史
GNWGenworth Financial IncCOM SHS2,889$1.98 萬<0.1%−1,939−40.2%減碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE616$1.98 萬<0.1%00.0%不變–
CNXCConcentrix CorpStock387$1.98 萬<0.1%+25+6.9%加碼歷史
BRBRBellring Brands, Inc.Stock327$1.99 萬<0.1%+119+57.2%加碼歷史
AGMFederal Agricultural Mortgage CorpCL C106$1.99 萬<0.1%00.0%不變歷史
MLMMartin Marietta Materials IncCOM37$1.99 萬<0.1%+5+15.6%加碼歷史
KEYKeycorpCOM1,190$1.99 萬<0.1%+132+12.5%加碼歷史
MCWMister Car Wash, Inc.COM3,081$2.01 萬<0.1%−50−1.6%減碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS189$2.01 萬<0.1%−115−37.8%減碼歷史
VGRVector Group LtdCOM1,345$2.01 萬<0.1%−148−9.9%減碼歷史
SRCLStericycle IncCOM329$2.01 萬<0.1%+95+40.6%加碼歷史
ESSEssex Property Trust, Inc.COM68$2.01 萬<0.1%+41+151.9%加碼歷史
BRCBrady CorpCL A263$2.02 萬<0.1%+20+8.2%加碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$2.02 萬<0.1%00.0%不變–
Veren Inc92340V107COM NEW3,296$2.03 萬<0.1%−2,054−38.4%減碼–
HPHelmerich & Payne, Inc.COM667$2.03 萬<0.1%+126+23.3%加碼歷史
AVYAvery Dennison CorpCOM92$2.03 萬<0.1%+30+48.4%加碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD9,892$2.04 萬<0.1%+643+7.0%加碼歷史
ACTEnact Holdings, Inc.COM561$2.04 萬<0.1%+80+16.6%加碼歷史
FYBRFrontier Communications Parent, Inc.COM574$2.04 萬<0.1%+52+10.0%加碼歷史
SKTTanger Inc.COM615$2.04 萬<0.1%00.0%不變歷史
OCOwens CorningStock116$2.05 萬<0.1%+18+18.4%加碼歷史
COHRCoherent Corp.COM231$2.05 萬<0.1%+36+18.5%加碼歷史
LNTAlliant Energy CorpStock339$2.06 萬<0.1%+66+24.2%加碼歷史
UUnity Software Inc.COM913$2.07 萬<0.1%+736+415.8%加碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP491$2.07 萬<0.1%00.0%不變–
RNRRenaissancere Holdings LtdCOM76$2.07 萬<0.1%−196−72.1%減碼歷史
DBX ETF Tr233051432XTRACK USD HIGH563$2.08 萬<0.1%00.0%不變–
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.09 萬<0.1%00.0%不變–
FBPFirst BancorpCOM NEW992$2.10 萬<0.1%00.0%不變歷史
ABRArbor Realty Trust IncCOM1,353$2.10 萬<0.1%−351−20.6%減碼歷史
DOVDOVER CorpCOM110$2.11 萬<0.1%−11−9.1%減碼歷史
GENGen Digital Inc.Stock772$2.12 萬<0.1%+145+23.1%加碼歷史
SEMSelect Medical Holdings CorpCOM610$2.13 萬<0.1%−15−2.4%減碼歷史
Clearway Energy, Inc.18539C105CL A748$2.13 萬<0.1%00.0%不變–
MASIMasimo CorpCOM160$2.13 萬<0.1%−113−41.4%減碼歷史
HUBGHub Group, Inc.CL A471$2.14 萬<0.1%−67−12.5%減碼歷史
ONONOn Holding AGStock428$2.15 萬<0.1%+25+6.2%加碼歷史
HIWHighwoods Properties, Inc.COM641$2.15 萬<0.1%+42+7.0%加碼歷史
TMHCTaylor Morrison Home CorpCOM306$2.15 萬<0.1%−250−45.0%減碼歷史
XMTRXometry, Inc.CLASS A COM1,171$2.15 萬<0.1%−2−0.2%減碼歷史
ICLICL Group Ltd.SHS5,046$2.15 萬<0.1%+3,060+154.1%加碼歷史
GRFSGrifols SASP ADR REP B NVT2,430$2.16 萬<0.1%+254+11.7%加碼歷史
ARLPAlliance Resource Partners LPStock863$2.16 萬<0.1%+25+3.0%加碼歷史
BTCGrayscale Bitcoin Mini Trust ETFSHS3,840$2.16 萬<0.1%+3,840新進歷史
CAECae IncCOM1,154$2.16 萬<0.1%−280−19.5%減碼歷史
BNLBroadstone Net Lease, Inc.COM1,143$2.17 萬<0.1%+60+5.5%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.18 萬<0.1%00.0%不變歷史
HLHecla Mining CoCOM3,269$2.18 萬<0.1%00.0%不變歷史
FUTUFutu Holdings LtdSPON ADS CL A228$2.18 萬<0.1%−9−3.8%減碼歷史
PLXSPlexus CorpCOM160$2.19 萬<0.1%+13+8.8%加碼歷史
SBACSba Communications CorpCL A91$2.19 萬<0.1%+40+78.4%加碼歷史
STRAStrategic Education, Inc.COM237$2.19 萬<0.1%00.0%不變歷史
LILi Auto Inc.SPONSORED ADS860$2.21 萬<0.1%+246+40.1%加碼歷史

2024 年第 2 季之後清倉（136 檔）

2024 年第 2 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 136 檔。

EverSource Wealth Advisors, LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
BLKBlackRock, Inc.COM482$42.2 萬<0.1%歷史
LRCXLam Research CorpCOM380$35.0 萬<0.1%歷史
SMCISuper Micro Computer, Inc.COM352$24.7 萬<0.1%歷史
NPKINPK International Inc.COM SHS10,000$8.26 萬<0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF232$5.85 萬<0.1%–
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X1,000$4.82 萬<0.1%–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF690$3.93 萬<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF796$3.86 萬<0.1%–
First Tr Exchange Traded FD33741X102SMID RISNG ETF1,042$3.82 萬<0.1%–
Cullman Bancorp Inc Com230150104Stock4,261$3.81 萬<0.1%–
JMSBJohn Marshall Bancorp, Inc.COM1,800$3.48 萬<0.1%歷史
Vanguard Wellington FD921935409US MINIMUM284$3.35 萬<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF191$3.23 萬<0.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF365$3.18 萬<0.1%–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION895$2.87 萬<0.1%–
Fidelity Covington Trust316092873MSCI COMMNTN SVC461$2.38 萬<0.1%–
First Tr Exchange-Traded FD336917109SHS579$2.35 萬<0.1%–
Fidelity MSCI Health Care Index ETF316092600ETF322$2.28 萬<0.1%–
iShares Tr46434V274INTL EQTY FACTOR745$2.25 萬<0.1%–
iShares Tr464287580US CONSUM DISCRE263$2.16 萬<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF420$2.11 萬<0.1%–
Fidelity MSCI Financials Index ETF316092501ETF262$1.62 萬<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF196$1.50 萬<0.1%–
Invesco Exchange Traded FD T46137V597RAFI US 1500309$1.29 萬<0.1%–
Liberty Media Corp531229789Stock569$1.28 萬<0.1%–
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER303$1.16 萬<0.1%–
DANDANA IncCOM910$1.16 萬<0.1%歷史
Fidelity Covington Trust316092709MSCI INDL INDX167$1.15 萬<0.1%–
VPGVishay Precision Group, Inc.COM330$1.13 萬<0.1%歷史
SIRISirius XM Holdings Inc.COM3,232$1.11 萬<0.1%歷史
American Centy ETF Tr025072349US LARGE CAP VLU159$1.02 萬<0.1%–
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,632$1.01 萬<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES202$9,773<0.1%–
iShares Inc46434G822MSCI JAPAN ETF131$9,297<0.1%–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL259$9,023<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF421$8,841<0.1%–
KEKimball Electronics, Inc.Stock355$8,414<0.1%歷史
DCHDauch CorpCOM1,132$8,411<0.1%歷史
RNSTRenasant CorpCOM244$8,391<0.1%歷史
Fidelity Covington Trust316092204MSCI CONSM DIS96$8,015<0.1%–
TKTeekay Corp LtdCOM865$7,500<0.1%歷史
HAHawaiian Holdings IncCOM584$7,470<0.1%歷史
SPDR Series Trust78464A805ST STR PR SP1500107$7,217<0.1%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF125$6,980<0.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF78$6,019<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF212$5,423<0.1%–
Calliditas Therapeutics AB13124Q106SPONSERED ADS125$4,806<0.1%–
Liberty Media Corp531229813Stock205$4,637<0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF118$4,622<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL37$4,547<0.1%–
EYENational Vision Holdings, Inc.COM301$4,352<0.1%歷史
OOMAOoma IncCOM386$4,014<0.1%歷史
FNAParagon 28, Inc.COM511$3,981<0.1%歷史
CERECerevel Therapeutics Holdings, Inc.COM79$3,552<0.1%歷史
SLCAU.S. Silica Holdings, Inc.COM227$3,516<0.1%歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF84$3,203<0.1%–
SSPE.W. Scripps CoCL A NEW821$3,087<0.1%歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW46$2,747<0.1%–
CHGGChegg, IncCOM790$2,694<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM197$2,581<0.1%歷史
KODKEastman Kodak CoCOM NEW406$2,359<0.1%歷史
STAAStaar Surgical CoCOM PAR $0.0157$2,352<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26101$2,348<0.1%–
PLLPiedmont Lithium Inc.Stock234$2,345<0.1%歷史
SILKSilk Road Medical IncCOM85$2,296<0.1%歷史
NAPADuckhorn Portfolio, Inc.COM308$2,236<0.1%歷史
TRIPTripAdvisor, Inc.COM121$2,133<0.1%歷史
VREXVarex Imaging CorpCOM124$1,834<0.1%歷史
SMRTSmartRent, Inc.COM CL A992$1,825<0.1%歷史
FROGJFrog LtdStock47$1,812<0.1%歷史
TNKTeekay Tankers Ltd.CL A27$1,767<0.1%歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT48$1,714<0.1%–
ZGZillow Group, Inc.CL A36$1,706<0.1%歷史
RGPResources Connection, Inc.COM134$1,599<0.1%歷史
Advisorshares Tr00768Y453PURE US CANN ETF199$1,502<0.1%–
HIMSHims & Hers Health, Inc.Stock65$1,381<0.1%歷史
NOANorth American Construction Group Ltd.COM68$1,357<0.1%歷史
BCOVBrightcove IncCOM538$1,280<0.1%歷史
GTLSChart Industries IncCOM7$1,128<0.1%歷史
ATSATS CorpCOM36$1,082<0.1%歷史
CTKBCytek Biosciences, Inc.COM158$1,060<0.1%歷史
MXLMaxlinear, IncCOM72$1,018<0.1%歷史
iShares Tr46432F859CORE 1 5 YR USD21$1,008<0.1%–
SEERSeer, Inc.COM CL A492$974<0.1%歷史
AIFUAIFU Inc.SPONSORED ADR575$903<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF27$892<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18$877<0.1%–
OMOutset Medical, Inc.COM240$852<0.1%歷史
FNGRFingerMotion, Inc.COM390$827<0.1%歷史
UPWKUpwork, IncCOM66$800<0.1%歷史
BCLIBrainstorm Cell Therapeutics Inc.COM NEW2,128$728<0.1%歷史
RIOTRiot Platforms, Inc.COM71$724<0.1%歷史
MEHCQChrome Holding Co.CLASS A COM1,773$709<0.1%歷史
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT33$702<0.1%–
OTTROtter Tail CorpCOM7$678<0.1%歷史
CODICompass Diversified HoldingsSH BEN INT28$674<0.1%歷史
VINPVinci Compass Investments Ltd.COM CL A56$632<0.1%歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF29$588<0.1%–
MNKDMannkind CorpCOM NEW100$576<0.1%歷史
NXHNeighborhood Intelligence, Inc.COM49$554<0.1%歷史