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Livermore
Livermore
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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
ATRAAtara Biotherapeutics, Inc.COM35$285<0.1%00.0%不變歷史
TPGTPG Inc.COM CL A5$288<0.1%+5新進歷史
BLUEbluebird bio, Inc.COM555$288<0.1%00.0%不變歷史
RILYBRC Group Holdings, Inc.COM55$289<0.1%+24+77.4%加碼歷史
TNETTrinet Group, Inc.COM3$291<0.1%−6−66.7%減碼歷史
KYNBKyntra Bio, Inc.COM734$293<0.1%00.0%不變歷史
ARVNArvinas, Inc.COM12$296<0.1%+12新進歷史
STCStewart Information Services CorpCOM4$299<0.1%00.0%不變歷史
AMTBAmerant Bancorp Inc.CL A14$299<0.1%00.0%不變歷史
ASIXAdvanSix Inc.COM10$304<0.1%00.0%不變歷史
LBRDALiberty Broadband CorpCOM SER A4$307<0.1%+4新進歷史
ALLKAllakos Inc.COM477$312<0.1%00.0%不變歷史
RDFNRedfin CorpCOM25$314<0.1%00.0%不變歷史
SDGRSchrodinger, Inc.COM17$315<0.1%+15+750.0%加碼歷史
LESLLeslie's, Inc.COM100$316<0.1%−527−84.1%減碼歷史
AMTXAemetis, IncCOM NEW143$329<0.1%00.0%不變歷史
WOLFWolfspeed, Inc.Stock35$340<0.1%00.0%不變歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW19$345<0.1%−60−75.9%減碼歷史
ESTAEstablishment Labs Holdings Inc.COM8$346<0.1%+8新進歷史
NCNOnCino, Inc.COM11$347<0.1%00.0%不變歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG28$351<0.1%−24−46.2%減碼歷史
BRZEBraze, Inc.Stock11$356<0.1%+11新進歷史
DKDelek US Holdings, Inc.COM19$356<0.1%00.0%不變歷史
Dimensional ETF Trust25434V104US CORE EQT MKT9$360<0.1%−55−85.9%減碼–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$374<0.1%00.0%不變–
SBDSSolo Brands, Inc.COM CL A266$375<0.1%00.0%不變歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%不變–
NVAXNovavax IncCOM NEW30$379<0.1%−32−51.6%減碼歷史
PHRPhreesia, Inc.COM17$387<0.1%00.0%不變歷史
ADTADT Inc.COM54$390<0.1%00.0%不變歷史
IMVTImmunovant, Inc.COM14$399<0.1%00.0%不變歷史
iShares Tr46434V696CORE MSCI PAC6$400<0.1%00.0%不變–
PDPagerDuty, Inc.COM22$408<0.1%00.0%不變歷史
PRMEPrime Medicine, Inc.COM106$410<0.1%00.0%不變歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK55$412<0.1%−250−82.0%減碼歷史
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$413<0.1%00.0%不變–
PIIPolaris Inc.Stock5$416<0.1%+5新進歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC9$424<0.1%00.0%不變–
BASECouchbase, Inc.COM27$435<0.1%+27新進歷史
REIRing Energy, Inc.COM273$437<0.1%00.0%不變歷史
BKEBuckle IncCOM10$440<0.1%+10新進歷史
IDYAIDEAYA Biosciences, Inc.COM14$444<0.1%00.0%不變歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS27$445<0.1%00.0%不變歷史
LPROOpen Lending CorpCOM73$447<0.1%00.0%不變歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS20$453<0.1%+20新進歷史
RCMR1 RCM Inc.COM32$453<0.1%00.0%不變歷史
NGNovagold Resources IncCOM NEW111$455<0.1%00.0%不變歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$462<0.1%00.0%不變歷史
Townebank Portsmouth Va89214P109COM14$463<0.1%00.0%不變–
GTLBGitlab Inc.CLASS A COM9$464<0.1%−209−95.9%減碼歷史
LEGHLegacy Housing CorpCOM17$465<0.1%00.0%不變歷史
NVEENV5 Global, Inc.COM5$467<0.1%00.0%不變歷史
IRBTiRobot CorpCOM54$469<0.1%00.0%不變歷史
LINELineage, Inc.COM6$470<0.1%+6新進歷史
WKWorkiva IncCOM CL A6$475<0.1%00.0%不變歷史
TENBTenable Holdings, Inc.COM12$486<0.1%+12新進歷史
VITLVital Farms, Inc.COM14$491<0.1%00.0%不變歷史
BOOMDMC Global Inc.COM38$493<0.1%00.0%不變歷史
iShares Tr46429B507MSCI IRELAND ETF7$493<0.1%00.0%不變–
GGALGrupo Financiero Galicia SASPONSORED ADR12$505<0.1%00.0%不變歷史
HGVHilton Grand Vacations Inc.COM14$508<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM75$509<0.1%00.0%不變歷史
HWKNHawkins IncCOM4$510<0.1%+4新進歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$511<0.1%00.0%不變–
FLLFull House Resorts IncCOM102$512<0.1%00.0%不變歷史
IVRInvesco Mortgage Capital Inc.COM55$516<0.1%00.0%不變歷史
KBRKBR, Inc.COM8$521<0.1%+8新進歷史
CRDOCredo Technology Group Holding LtdStock17$524<0.1%−33−66.0%減碼歷史
BLDPBallard Power Systems Inc.COM292$526<0.1%+292新進歷史
AVDXAvidXchange Holdings, Inc.COM65$527<0.1%00.0%不變歷史
RPTRithm Property Trust Inc.COM159$529<0.1%00.0%不變歷史
CWANClearwater Analytics Holdings, Inc.CL A21$530<0.1%+21新進歷史
OPIOffice Properties Income TrustCOM SHS BEN INT244$532<0.1%00.0%不變歷史
Curevac N VN2451R105COM181$532<0.1%+164+964.7%加碼–
RUMRUM Group Inc.Stock100$536<0.1%00.0%不變歷史
RHPRyman Hospitality Properties, Inc.COM5$536<0.1%+5新進歷史
PGNYProgyny, Inc.COM32$536<0.1%−27−45.8%減碼歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$536<0.1%00.0%不變–
NFENew Fortress Energy Inc.COM CL A59$536<0.1%00.0%不變歷史
RKTRocket Companies, Inc.Stock28$537<0.1%00.0%不變歷史
QUREuniQure N.V.SHS109$537<0.1%00.0%不變歷史
RDUSRadius Recycling, Inc.CL A29$538<0.1%+29新進歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$540<0.1%00.0%不變–
FOXFFox Factory Holding CorpCOM13$540<0.1%−54−80.6%減碼歷史
KMTKennametal IncCOM21$545<0.1%−9−30.0%減碼歷史
CGCCanopy Growth CorpCOM NEW113$545<0.1%00.0%不變歷史
PRVAPrivia Health Group, Inc.COM30$546<0.1%00.0%不變歷史
ARRArmour Residential REIT, Inc.COM SHS27$551<0.1%00.0%不變歷史
LTMLatam Airlines Group S.A.SPONSORED ADR21$555<0.1%+21新進歷史
FAFirst Advantage CorpCOM28$556<0.1%00.0%不變歷史
MBIMbia IncCOM157$560<0.1%00.0%不變歷史
KLRSKalaris Therapeutics, Inc.COM695$562<0.1%00.0%不變歷史
VECOVeeco Instruments IncCOM17$563<0.1%+6+54.5%加碼歷史
KYMRKymera Therapeutics, Inc.COM12$568<0.1%+12新進歷史
BHMBluerock Homes Trust, Inc.COM CL A38$568<0.1%00.0%不變歷史
FRHCFreedom Holding Corp.COM6$569<0.1%00.0%不變歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW76$571<0.1%00.0%不變歷史
BCABBioAtla, Inc.COM329$579<0.1%00.0%不變歷史
PRIMPrimoris Services CorpStock10$581<0.1%+10新進歷史
CORZCore Scientific, Inc.COM49$581<0.1%00.0%不變歷史

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