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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
WLYJohn Wiley & Sons, Inc.CL A20$965<0.1%00.0%不變歷史
Fidelity Merrimack STR Tr316188101CORP BOND ETF20$967<0.1%+20新進–
CHUYChuy's Holdings, Inc.COM26$972<0.1%+26新進歷史
AMNAmn Healthcare Services IncCOM23$975<0.1%+10+76.9%加碼歷史
INSWInternational Seaways, Inc.COM19$980<0.1%−772−97.6%減碼歷史
FPIFarmland Partners Inc.COM95$993<0.1%00.0%不變歷史
GRTSGritstone bio, Inc.COM1,724$1,000<0.1%+1,075+165.6%加碼歷史
STHOStar HoldingsSHS BEN INT73$1,010<0.1%00.0%不變歷史
Avidity Biosciences, Inc.05370A108COM22$1,010<0.1%+22新進–
FLGFlagstar Bank, National AssociationStock90$1,011<0.1%−506−84.9%減碼依 1 比 3 拆股換算歷史
KAIKadant IncCOM3$1,014<0.1%00.0%不變歷史
ROGRogers CorpCOM9$1,017<0.1%−39−81.3%減碼歷史
EVTCEVERTEC, Inc.COM30$1,017<0.1%00.0%不變歷史
RIGLRigel Pharmaceuticals IncCOM NEW63$1,019<0.1%00.0%不變歷史
NATRNatures Sunshine Products IncCOM75$1,022<0.1%00.0%不變歷史
PRDOPerdoceo Education CorpCOM46$1,023<0.1%00.0%不變歷史
TDCTeradata CorpStock34$1,031<0.1%−50−59.5%減碼歷史
GPMTGranite Point Mortgage Trust Inc.COM STK327$1,037<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM26$1,037<0.1%−360−93.3%減碼–
NINENine Energy Service, Inc.COM924$1,044<0.1%−274−22.9%減碼歷史
GFSGLOBALFOUNDRIES Inc.Stock26$1,047<0.1%−4−13.3%減碼歷史
GTMZoomInfo Technologies Inc.Stock102$1,053<0.1%+18+21.4%加碼歷史
CNSCohen & Steers, Inc.COM11$1,056<0.1%+5+83.3%加碼歷史
FFBCFirst Financial BancorpCOM42$1,060<0.1%00.0%不變歷史
CHMICherry Hill Mortgage Investment CorpCOM292$1,060<0.1%00.0%不變歷史
AMCXAMC Global Media Inc.CL A123$1,069<0.1%00.0%不變歷史
STNEStoneCo Ltd.COM95$1,069<0.1%−46−32.6%減碼歷史
Tidal ETF Tr886364306SOFI NEXT 50075$1,070<0.1%00.0%不變–
Ea Series Trust02072L607FREEDOM 100 EM30$1,073<0.1%00.0%不變–
CATYCathay General BancorpCOM25$1,073<0.1%+9+56.3%加碼歷史
Jacob FDS Inc469785703FORWARD ETF100$1,078<0.1%00.0%不變–
ETDEthan Allen Interiors IncCOM34$1,084<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,103<0.1%00.0%不變–
INOInovio Pharmaceuticals, Inc.COM SHS191$1,104<0.1%00.0%不變歷史
ONBOld National BancorpStock60$1,119<0.1%00.0%不變歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$1,125<0.1%00.0%不變歷史
RWTRedwood Trust IncCOM146$1,129<0.1%00.0%不變歷史
BBTBeacon Financial CorpCOM42$1,131<0.1%00.0%不變歷史
ODPODP CorpCOM38$1,131<0.1%−228−85.7%減碼歷史
FRPHFRP Holdings, Inc.COM38$1,135<0.1%00.0%不變歷史
ACMAecomCOM11$1,136<0.1%−12−52.2%減碼歷史
MERCMercer International Inc.COM168$1,137<0.1%−207−55.2%減碼歷史
CLWClearwater Paper CorpCOM40$1,142<0.1%−84−67.7%減碼歷史
EQXEquinox Gold Corp.COM188$1,145<0.1%+45+31.5%加碼歷史
NBTBNBT Bancorp IncCOM26$1,150<0.1%00.0%不變歷史
EVAEnviva, LLCCOM2,851$1,154<0.1%00.0%不變歷史
SAMBoston Beer Co IncCL A4$1,156<0.1%−3−42.9%減碼歷史
APLEApple Hospitality REIT, Inc.REIT78$1,158<0.1%−60−43.5%減碼歷史
UPSTUpstart Holdings, Inc.COM29$1,160<0.1%+6+26.1%加碼歷史
CELHCelsius Holdings, Inc.COM NEW37$1,160<0.1%−570−93.9%減碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,162<0.1%00.0%不變–
GEVOGevo, Inc.COM PAR714$1,164<0.1%00.0%不變歷史
KFRCKforce IncCOM19$1,168<0.1%+19新進歷史
GKOSGLAUKOS CorpCOM9$1,172<0.1%00.0%不變歷史
SVCService Properties TrustCOM SH BEN INT257$1,172<0.1%−1,154−81.8%減碼歷史
KELYAKelly Services IncCL A55$1,178<0.1%−117−68.0%減碼歷史
HAYNHaynes International IncCOM NEW20$1,191<0.1%00.0%不變歷史
BRYBerry Corp (bry)COM232$1,192<0.1%−396−63.1%減碼歷史
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1,197<0.1%00.0%不變–
PRCTPROCEPT BioRobotics CorpCOM15$1,202<0.1%−1−6.3%減碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW59$1,202<0.1%+35+145.8%加碼歷史
APIAgora, Inc.ADS500$1,205<0.1%+74+17.4%加碼歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1,218<0.1%−100−83.3%減碼–
GOODGladstone Commercial CorpCOM75$1,218<0.1%00.0%不變歷史
FIGSFIGS, Inc.CL A180$1,231<0.1%+107+146.6%加碼歷史
OCGNOcugen, Inc.COM1,250$1,240<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN21$1,245<0.1%00.0%不變–
NOVASunnova Energy International Inc.COM128$1,247<0.1%00.0%不變歷史
OPCHOption Care Health, Inc.COM NEW40$1,252<0.1%+40新進歷史
TIPTTiptree Inc.COM64$1,252<0.1%00.0%不變歷史
FFICFlushing Financial CorpCOM86$1,254<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF50$1,257<0.1%+50新進–
CIMChimera Investment CorpCOM SHS80$1,266<0.1%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM28$1,269<0.1%+23+460.0%加碼歷史
RDWRRadware LtdORD57$1,270<0.1%00.0%不變歷史
TFINTriumph Financial, Inc.COM16$1,273<0.1%+16新進歷史
VIRVir Biotechnology, Inc.COM170$1,273<0.1%+132+347.4%加碼歷史
WASHWashington Trust Bancorp IncCOM40$1,288<0.1%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG115$1,289<0.1%00.0%不變歷史
LMNDLemonade, Inc.Stock79$1,303<0.1%−10−11.2%減碼歷史
CDPCopt Defense PropertiesREIT43$1,304<0.1%00.0%不變歷史
ALRMAlarm.com Holdings, Inc.COM24$1,312<0.1%−16−40.0%減碼歷史
PRPermian Resources CorpCLASS A COM97$1,320<0.1%−10,545−99.1%減碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT29$1,327<0.1%00.0%不變歷史
XERSXeris Biopharma Holdings, Inc.COM468$1,334<0.1%00.0%不變歷史
GDOTGreen Dot CorpCL A114$1,335<0.1%00.0%不變歷史
OECOrion S.A.COM75$1,336<0.1%+47+167.9%加碼歷史
ROICRetail Opportunity Investments CorpCOM85$1,337<0.1%00.0%不變歷史
SONOSonos IncCOM109$1,340<0.1%+90+473.7%加碼歷史
SANASana Biotechnology, Inc.COM322$1,340<0.1%+193+149.6%加碼歷史
CRCTCricut, Inc.COM CL A194$1,344<0.1%00.0%不變歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,345<0.1%00.0%不變–
NFBKNorthfield Bancorp, Inc.COM116$1,346<0.1%00.0%不變歷史
VTOLBristow Group Inc.COM39$1,353<0.1%00.0%不變歷史
AVNTAvient CorpCOM27$1,359<0.1%00.0%不變歷史
CACCamden National CorpCOM33$1,364<0.1%00.0%不變歷史
NOAHNoah Holdings LtdSPON ADS112$1,381<0.1%−61−35.3%減碼歷史
HBIOHarvard Bioscience IncCOM520$1,399<0.1%00.0%不變歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1,400<0.1%00.0%不變–
Global X FDS37954Y814FINTECH ETF50$1,401<0.1%00.0%不變–

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