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 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
PUKPrudential PLCADR1,193$2.21 萬<0.1%−1,029−46.3%減碼歷史
PSECProspect Capital CorpCOM4,136$2.21 萬<0.1%+3,704+857.4%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$2.22 萬<0.1%−309−27.9%減碼–
ALKSAlkermes plc.SHS793$2.22 萬<0.1%00.0%不變歷史
TCOMTrip.com Group LtdADS374$2.22 萬<0.1%−28−7.0%減碼歷史
HOUSAnywhere Real Estate Inc.COM4,400$2.24 萬<0.1%−500−10.2%減碼歷史
AREAlexandria Real Estate Equities, Inc.COM189$2.24 萬<0.1%+7+3.8%加碼歷史
FULFuller H B CoStock283$2.25 萬<0.1%00.0%不變歷史
GFFGriffon CorpCOM321$2.25 萬<0.1%00.0%不變歷史
ESLTElbit Systems LtdStock113$2.26 萬<0.1%−139−55.2%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM663$2.26 萬<0.1%−603−47.6%減碼歷史
CNKCinemark Holdings, Inc.COM819$2.28 萬<0.1%+19+2.4%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock2,780$2.29 萬<0.1%+457+19.7%加碼歷史
EXPEExpedia Group, Inc.Stock155$2.29 萬<0.1%+17+12.3%加碼歷史
TPLTexas Pacific Land CorpStock26$2.30 萬<0.1%+16+160.0%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z984$2.30 萬<0.1%+401+68.8%加碼歷史
EXPEagle Materials IncCOM80$2.30 萬<0.1%+6+8.1%加碼歷史
MTRXMatrix Service CoCOM2,000$2.31 萬<0.1%00.0%不變歷史
ORNOrion Group Holdings IncCOM4,000$2.31 萬<0.1%+450+12.7%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,606$2.31 萬<0.1%−874−35.2%減碼歷史
RYNRayonier IncCOM724$2.33 萬<0.1%+219+43.4%加碼歷史
SIGISelective Insurance Group IncCOM250$2.33 萬<0.1%+64+34.4%加碼歷史
UCBUnited Community Banks IncCOM803$2.34 萬<0.1%+17+2.2%加碼歷史
VLGEAVillage Super Market IncCL A NEW736$2.34 萬<0.1%00.0%不變歷史
CPBCAMPBELL'S CoCOM481$2.35 萬<0.1%−1,266−72.5%減碼歷史
AOSSmith A O CorpCOM262$2.35 萬<0.1%−4−1.5%減碼歷史
GAPGap IncCOM1,068$2.35 萬<0.1%+59+5.8%加碼歷史
DKNGDraftKings Inc.Stock601$2.36 萬<0.1%−618−50.7%減碼歷史
OTEXOpen Text CorpCOM708$2.36 萬<0.1%−221−23.8%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF241$2.36 萬<0.1%00.0%不變–
HRIHerc Holdings IncCOM148$2.36 萬<0.1%−104−41.3%減碼歷史
TFIITFI International Inc.COM173$2.37 萬<0.1%−237−57.8%減碼歷史
TIGOMillicom International Cellular SACOM STK875$2.37 萬<0.1%+71+8.8%加碼歷史
GDSGDS Holdings LtdSPONSORED ADS1,166$2.38 萬<0.1%+220+23.3%加碼歷史
AFGAmerican Financial Group IncCOM177$2.38 萬<0.1%+54+43.9%加碼歷史
WDWalker & Dunlop, Inc.COM210$2.39 萬<0.1%−5−2.3%減碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ532$2.39 萬<0.1%00.0%不變–
MRCYMercury Systems IncCOM646$2.39 萬<0.1%00.0%不變歷史
EMNEastman Chemical CoStock214$2.40 萬<0.1%+11+5.4%加碼歷史
WCCWesco International IncCOM143$2.40 萬<0.1%−263−64.8%減碼歷史
VETVermilion Energy Inc.COM2,468$2.41 萬<0.1%−1,349−35.3%減碼歷史
KRPKimbell Royalty Partners, LPUNIT1,500$2.41 萬<0.1%00.0%不變歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.41 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A664ST LON TREAS ETF831$2.42 萬<0.1%+4+0.5%加碼–
WisdomTree Tr97717W315EMER MKT HIGH FD550$2.42 萬<0.1%+550新進–
NTRSNorthern Trust CorpCOM270$2.43 萬<0.1%−20−6.9%減碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.44 萬<0.1%00.0%不變歷史
CPAYCorpay, Inc.COM SHS78$2.44 萬<0.1%+13+20.0%加碼歷史
RCIRogers Communications IncCL B607$2.44 萬<0.1%−556−47.8%減碼歷史
NNNNNN REIT, Inc.REIT504$2.44 萬<0.1%−1,068−67.9%減碼歷史
MEOHMethanex CorpCOM596$2.46 萬<0.1%−1,314−68.8%減碼歷史
PHINPhinia Inc.COMMON STOCK538$2.48 萬<0.1%00.0%不變歷史
LEALear CorpCOM NEW227$2.48 萬<0.1%−39−14.7%減碼歷史
BBWIBath & Body Works, Inc.COM777$2.48 萬<0.1%−134−14.7%減碼歷史
NWLNewell Brands Inc.Stock3,232$2.48 萬<0.1%+1,386+75.1%加碼歷史
DAYDayforce, Inc.COM406$2.49 萬<0.1%+30+8.0%加碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT392$2.49 萬<0.1%00.0%不變歷史
VRSNVerisign IncCOM131$2.49 萬<0.1%+25+23.6%加碼歷史
GLNGGolar LNG LtdSHS677$2.49 萬<0.1%−1,050−60.8%減碼歷史
CSGPCostar Group, Inc.COM330$2.49 萬<0.1%+50+17.9%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH1,140$2.49 萬<0.1%00.0%不變–
CUZCousins Properties IncCOM NEW846$2.49 萬<0.1%−699−45.2%減碼歷史
HRLHormel Foods CorpCOM787$2.49 萬<0.1%+19+2.5%加碼歷史
YUMCYum China Holdings, Inc.COM554$2.49 萬<0.1%+167+43.2%加碼歷史
CVECenovus Energy Inc.COM1,496$2.50 萬<0.1%+211+16.4%加碼歷史
JBLUJetBlue Airways CorpCOM3,834$2.52 萬<0.1%+10.0%加碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.52 萬<0.1%00.0%不變歷史
Flexshares Tr33939L779DISCP DUR MBS1,201$2.52 萬<0.1%−2,120−63.8%減碼–
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,326$2.52 萬<0.1%−2,594−66.2%減碼歷史
TXRHTexas Roadhouse, Inc.COM143$2.53 萬<0.1%−76−34.7%減碼歷史
SOHUSohu.com LtdSPONSORED ADS1,605$2.53 萬<0.1%+299+22.9%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM434$2.53 萬<0.1%−470−52.0%減碼歷史
NUVBNuvation Bio Inc.COM CL A11,095$2.54 萬<0.1%00.0%不變歷史
Chiron Real Estate Inc.37954A204COM NEW2,570$2.55 萬<0.1%+2,000+350.9%加碼–
SNEXStoneX Group Inc.COM312$2.55 萬<0.1%00.0%不變歷史
AGOAssured Guaranty LtdCOM322$2.56 萬<0.1%−6−1.8%減碼歷史
SKYWSkywest IncCOM302$2.57 萬<0.1%−14−4.4%減碼歷史
KNKnowles CorpCOM1,426$2.57 萬<0.1%+143+11.1%加碼歷史
PRMWPrimo Water CorpCOM1,022$2.58 萬<0.1%+251+32.6%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR1,866$2.58 萬<0.1%−843−31.1%減碼歷史
Amplify ETF Tr032108631AMPLIFY ALTERNAT7,806$2.58 萬<0.1%+7,806新進–
ALEAllete IncCOM NEW403$2.59 萬<0.1%+26+6.9%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM2,890$2.59 萬<0.1%+999+52.8%加碼歷史
TGNATegna IncCOM1,642$2.59 萬<0.1%+249+17.9%加碼歷史
NBIXNeurocrine Biosciences IncStock225$2.59 萬<0.1%+49+27.8%加碼歷史
GHGuardant Health, Inc.COM1,131$2.59 萬<0.1%−50−4.2%減碼歷史
LXFRLuxfer Holdings PLCSHS2,005$2.60 萬<0.1%+201+11.1%加碼歷史
OMABCentral North Airport GroupSPON ADR383$2.60 萬<0.1%−195−33.7%減碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US377$2.61 萬<0.1%+1+0.3%加碼–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR1,330$2.63 萬<0.1%+431+47.9%加碼歷史
WESTWestrock Coffee CoCOM4,054$2.64 萬<0.1%+534+15.2%加碼歷史
PLUSEplus IncCOM270$2.66 萬<0.1%00.0%不變歷史
HOLXHologic IncCOM326$2.66 萬<0.1%+17+5.5%加碼歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$2.67 萬<0.1%+300新進–
ALKAlaska Air Group, Inc.COM591$2.67 萬<0.1%+66+12.6%加碼歷史
TNLTravel & Leisure Co.COM581$2.68 萬<0.1%−12−2.0%減碼歷史
TSEMTower Semiconductor LtdSHS NEW605$2.68 萬<0.1%−748−55.3%減碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,875$2.69 萬<0.1%00.0%不變歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock278$2.70 萬<0.1%+265+2,038.5%加碼歷史
TIMBTim S.A.SPONSORED ADR1,571$2.71 萬<0.1%−35−2.2%減碼歷史

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