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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
ALGMAllegro Microsystems, Inc.COM25$583<0.1%−57−69.5%減碼歷史
BFSSaul Centers, Inc.COM14$587<0.1%00.0%不變歷史
WTBAWest Bancorporation IncCAP STK31$589<0.1%00.0%不變歷史
LGIHLGI Homes, Inc.COM5$593<0.1%00.0%不變歷史
NVCRNovoCure LtdORD SHS38$594<0.1%00.0%不變歷史
TCBKTrico BancsharesCOM14$597<0.1%00.0%不變歷史
iShares Tr464288257MSCI ACWI ETF5$598<0.1%00.0%不變–
BWINBaldwin Insurance Group, Inc.COM CL A12$598<0.1%00.0%不變歷史
MESOMesoblast LtdADR74$605<0.1%+74新進歷史
BLBlackline, Inc.COM11$607<0.1%00.0%不變歷史
UUUUEnergy Fuels IncCOM NEW111$609<0.1%+111新進歷史
BOCBoston Omaha CorpStock41$610<0.1%−22−34.9%減碼歷史
OGIOrganigram Global Inc.Stock337$610<0.1%00.0%不變歷史
LACLithium Americas Corp.Stock227$613<0.1%+27+13.5%加碼歷史
BBDBank BradescoSP ADR PFD NEW231$614<0.1%00.0%不變歷史
MEHCQChrome Holding Co.Stock1,773$616<0.1%+1,773新進歷史
COHUCohu IncCOM24$617<0.1%+24新進歷史
FNBFNB CorpCOM44$621<0.1%−419−90.5%減碼歷史
ALABAstera Labs, Inc.Stock12$629<0.1%+12新進歷史
MCRBSeres Therapeutics, Inc.COM666$630<0.1%00.0%不變歷史
ULCCFrontier Group Holdings, Inc.COM118$631<0.1%−136−53.5%減碼歷史
KLICKulicke & Soffa Industries IncCOM14$632<0.1%00.0%不變歷史
HTOH2O AmericaCOM11$639<0.1%00.0%不變歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF25$645<0.1%−1−3.8%減碼–
HNIHni CorpStock12$646<0.1%+12新進歷史
PDSBPDS Biotechnology CorpCOM169$646<0.1%00.0%不變歷史
OPTUOptimum Communications, Inc.CL A263$647<0.1%00.0%不變歷史
RRRRed Rock Resorts, Inc.CL A12$653<0.1%00.0%不變歷史
AGYSAgilysys IncCOM6$654<0.1%00.0%不變歷史
RMRegional Management Corp.COM20$654<0.1%00.0%不變歷史
FBKFB Financial CorpCOM14$657<0.1%00.0%不變歷史
NAKNorthern Dynasty Minerals LtdCOM NEW2,000$663<0.1%+2,000新進歷史
FBNCFirst BancorpCOM16$665<0.1%00.0%不變歷史
AXIAYAXIA Energia S.A.SPONSORED ADR92$665<0.1%+92新進歷史
UTLUnitil CorpCOM11$666<0.1%00.0%不變歷史
EFSCEnterprise Financial Services CorpCOM13$666<0.1%00.0%不變歷史
PWODPenns Woods Bancorp IncCOM28$666<0.1%−73−72.3%減碼歷史
ANVSAnnovis Bio, Inc.COM83$669<0.1%00.0%不變歷史
TBRGTruBridge, Inc.COM56$670<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM190$671<0.1%−110−36.7%減碼歷史
CLNEClean Energy Fuels Corp.COM216$672<0.1%00.0%不變歷史
MHOM/I Homes, Inc.COM4$685<0.1%00.0%不變歷史
MHDBlackRock Muniholdings Fund, Inc.COM54$687<0.1%00.0%不變歷史
GMEGameStop Corp.Stock30$688<0.1%+12+66.7%加碼歷史
RNGRingCentral, Inc.CL A22$696<0.1%−55−71.4%減碼歷史
CYRXCryoport, Inc.COM PAR $0.00186$697<0.1%+38+79.2%加碼歷史
VTLEVital Energy, Inc.COM26$699<0.1%+14+116.7%加碼歷史
FIZZNational Beverage CorpCOM15$704<0.1%00.0%不變歷史
MCBSMetroCity Bankshares, Inc.COM23$704<0.1%00.0%不變歷史
UEUrban Edge PropertiesCOM33$706<0.1%00.0%不變歷史
iShares Tr464289867CORE 60 BALA ETF12$711<0.1%−18−60.0%減碼–
FUBOFuboTV Inc.COM501$712<0.1%00.0%不變歷史
NAVINavient CorpCOM46$717<0.1%00.0%不變歷史
EEExcelerate Energy, Inc.CL A COM33$726<0.1%00.0%不變歷史
SEISolaris Energy Infrastructure, Inc.COM CL A57$727<0.1%00.0%不變歷史
TRMKTrustmark CorpCOM23$732<0.1%00.0%不變歷史
BWBBridgewater Bancshares IncCOM52$737<0.1%00.0%不變歷史
PDSPrecision Drilling CorpCOM NEW12$740<0.1%−88−88.0%減碼歷史
SUMSummit Materials, Inc.CL A19$742<0.1%00.0%不變歷史
HELEHelen of Troy LtdStock12$743<0.1%−46−79.3%減碼歷史
DAOYoudao, Inc.SPONSORED ADS179$743<0.1%00.0%不變歷史
FIVNFive9, Inc.COM26$747<0.1%−7−21.2%減碼歷史
BCRXBiocryst Pharmaceuticals IncCOM100$760<0.1%00.0%不變歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock234$763<0.1%+209+836.0%加碼–
NECBNorthEast Community Bancorp, Inc.COM29$767<0.1%00.0%不變歷史
LTRXLantronix IncCOM NEW190$783<0.1%00.0%不變歷史
LFSTLifeStance Health Group, Inc.COM113$791<0.1%+45+66.2%加碼歷史
FRSTPrimis Financial Corp.COM65$792<0.1%00.0%不變歷史
SPDR Series Trust78468R408ST TERM HIGH ETF31$793<0.1%−2−6.1%減碼–
CLPRClipper Realty Inc.COM141$804<0.1%00.0%不變歷史
CBIOCrescent Biopharma, Inc.COM4,755$804<0.1%00.0%不變歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS30$808<0.1%−101−77.1%減碼歷史
APLSApellis Pharmaceuticals, Inc.COM28$808<0.1%−6−17.6%減碼歷史
ACHCAcadia Healthcare Company, Inc.COM13$824<0.1%−100−88.5%減碼歷史
ASMBAssembly Biosciences, Inc.COM NEW55$833<0.1%00.0%不變歷史
SWTXSpringWorks Therapeutics, Inc.COM26$833<0.1%00.0%不變歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF6$837<0.1%00.0%不變–
SASeabridge Gold IncCOM50$840<0.1%00.0%不變歷史
AURAurora Innovation, Inc.CLASS A COM142$841<0.1%+142新進歷史
AMWLAmerican Well CorpCOM CL A NEW89$844<0.1%+87+3,769.6%加碼依 1 比 20 拆股換算歷史
JRVRJames River Group Holdings, Inc.COM135$846<0.1%00.0%不變歷史
HCIHCI Group, Inc.COM8$856<0.1%00.0%不變歷史
IMRXImmuneering CorpCLASS A COM345$859<0.1%00.0%不變歷史
TPICQTpi Composites, IncCOM189$860<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$867<0.1%00.0%不變–
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10140$886<0.1%−4,899−97.2%減碼歷史
SOUNSoundhound AI, Inc.CLASS A COM191$890<0.1%−731−79.3%減碼歷史
YOUClear Secure, Inc.COM CL A27$894<0.1%+27新進歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$900<0.1%−65−75.6%減碼–
GPRKGeoPark LtdUSD SHS115$905<0.1%−3,260−96.6%減碼歷史
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$906<0.1%00.0%不變歷史
PDCOPatterson Companies, Inc.COM42$917<0.1%−62−59.6%減碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR32$921<0.1%00.0%不變歷史
RCKYRocky Brands, Inc.COM29$924<0.1%00.0%不變歷史
AGIOAgios Pharmaceuticals, Inc.COM21$933<0.1%00.0%不變歷史
LGVNLongeveron Inc.COM481$933<0.1%00.0%不變歷史
NENoble Corp plcORD SHS A26$940<0.1%−140−84.3%減碼歷史
Abrdn ETFs003261104BBRG ALL COMD K146$940<0.1%00.0%不變–
GRALGRAIL, Inc.COM69$949<0.1%−6−8.0%減碼歷史
CNNECannae Holdings, Inc.COM50$953<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