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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
AVAVAeroVironment IncCOM7$1,404<0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,406<0.1%00.0%不變–
NKTXNkarta, Inc.COM312$1,410<0.1%00.0%不變歷史
NNOXNano-X Imaging Ltd.ORD SHS233$1,417<0.1%+32+15.9%加碼歷史
LFVNLifevantage CorpCOM NEW117$1,419<0.1%+117新進歷史
GTESGates Industrial Corp Ltd.ORD SHS81$1,421<0.1%−4−4.7%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,423<0.1%00.0%不變–
MLABMesa Laboratories IncCOM11$1,428<0.1%00.0%不變歷史
BGSB&G Foods, Inc.COM161$1,430<0.1%−47−22.6%減碼歷史
WHDCactus, Inc.CL A24$1,432<0.1%00.0%不變歷史
ACREAres Commercial Real Estate CorpCOM205$1,435<0.1%00.0%不變歷史
DCODucommun IncCOM22$1,448<0.1%00.0%不變歷史
AMBAAmbarella IncSHS26$1,467<0.1%−50−65.8%減碼歷史
SLGNSilgan Holdings IncCOM28$1,470<0.1%00.0%不變歷史
NLNli Holdings, Inc.COM NEW198$1,471<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,476<0.1%00.0%不變–
LBTYKLiberty Global Ltd.COM CL C69$1,491<0.1%−94−57.7%減碼歷史
OPKOpko Health, Inc.COM1,001$1,491<0.1%+1+0.1%加碼歷史
BEAMBeam Therapeutics Inc.COM61$1,495<0.1%+13+27.1%加碼歷史
BRXBrixmor Property Group Inc.COM54$1,505<0.1%00.0%不變歷史
TGITriumph Group IncCOM118$1,521<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM166$1,524<0.1%+158+1,975.0%加碼歷史
ASAIYSendas Distributor S.A.SPON ADS222$1,527<0.1%−249−52.9%減碼歷史
SMTCSemtech CorpStock34$1,553<0.1%00.0%不變歷史
ANIKAnika Therapeutics, Inc.COM63$1,556<0.1%+63新進歷史
CRICarters IncCOM24$1,560<0.1%+16+200.0%加碼歷史
FIXComfort Systems USA IncCOM4$1,562<0.1%00.0%不變歷史
LULufax Holding LtdADS REP SHS CL A449$1,567<0.1%+449新進歷史
FFWMFirst Foundation Inc.COM252$1,572<0.1%00.0%不變歷史
TNKTeekay Tankers Ltd.CL A27$1,573<0.1%+27新進歷史
MGPIMGP Ingredients IncCOM19$1,582<0.1%00.0%不變歷史
PRTAProthena Corp Public Ltd CoSHS95$1,589<0.1%00.0%不變歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,591<0.1%00.0%不變歷史
HSIIHeidrick & Struggles International IncCOM41$1,593<0.1%00.0%不變歷史
CHEFChefs' Warehouse, Inc.COM38$1,596<0.1%00.0%不變歷史
ACUAcme United CorpCOM39$1,624<0.1%+39新進歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF59$1,625<0.1%00.0%不變–
MLCOMelco Resorts & Entertainment LTDADR210$1,636<0.1%+56+36.4%加碼歷史
MVBFMVB Financial CorpCOM85$1,646<0.1%00.0%不變歷史
FSPFranklin Street Properties CorpCOM932$1,650<0.1%00.0%不變歷史
BHRBraemar Hotels & Resorts Inc.COM540$1,669<0.1%00.0%不變歷史
Exscientia PLC30223G102ADS342$1,669<0.1%00.0%不變–
CRKComstock Resources IncCOM150$1,670<0.1%−3,432−95.8%減碼歷史
FIVEFive Below, IncCOM19$1,679<0.1%+14+280.0%加碼歷史
KCKingsoft Cloud Holdings LtdADS572$1,682<0.1%−165−22.4%減碼歷史
Azul S A05501U106SPONSR ADR PFD489$1,682<0.1%+410+519.0%加碼–
CXTCrane NXT, Co.COM30$1,683<0.1%+10+50.0%加碼歷史
Despegar Com CorpG27358103ORD SHS136$1,686<0.1%+21+18.3%加碼–
EBFEnnis, Inc.COM70$1,703<0.1%00.0%不變歷史
AMPYAmplify Energy Corp.COM261$1,704<0.1%00.0%不變歷史
BBIOBridgeBio Pharma, Inc.COM67$1,706<0.1%−10−13.0%減碼歷史
REPLReplimune Group, Inc.COM157$1,721<0.1%00.0%不變歷史
IOTSamsara Inc.Stock36$1,732<0.1%+12+50.0%加碼歷史
CNMCore & Main, Inc.CL A39$1,732<0.1%+10+34.5%加碼歷史
SSTKShutterstock, Inc.COM49$1,733<0.1%−23−31.9%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF20$1,736<0.1%00.0%不變–
ITOSiTeos Therapeutics, Inc.COM170$1,736<0.1%00.0%不變歷史
VRNSVaronis Systems IncCOM31$1,752<0.1%+19+158.3%加碼歷史
CIOCity Office REIT, Inc.COM300$1,752<0.1%00.0%不變歷史
GOGrocery Outlet Holding Corp.COM101$1,772<0.1%−348−77.5%減碼歷史
MTUSMetallus Inc.COM120$1,780<0.1%00.0%不變歷史
FORRForrester Research, Inc.COM100$1,801<0.1%00.0%不變歷史
FRMEFirst Merchants CorpCOM49$1,823<0.1%+4+8.9%加碼歷史
Dada Nexus Ltd23344D108ADS964$1,832<0.1%+736+322.8%加碼–
DMLPDorchester Minerals, L.P.COM UNIT61$1,839<0.1%00.0%不變歷史
ENOVEnovis CORPCOM43$1,851<0.1%00.0%不變歷史
FLWS1 800 Flowers Com IncCL A235$1,864<0.1%00.0%不變歷史
ACVAACV Auctions Inc.COM CL A92$1,870<0.1%+64+228.6%加碼歷史
DRVNDriven Brands Holdings Inc.COM131$1,870<0.1%00.0%不變歷史
TRNOTerreno Realty CorpCOM28$1,871<0.1%00.0%不變歷史
UECUranium Energy CorpCOM302$1,875<0.1%00.0%不變歷史
MHHMastech Digital, Inc.COM190$1,900<0.1%+190新進歷史
FLICFirst of Long Island CorpCOM148$1,905<0.1%00.0%不變歷史
KLXEKLX Energy Services Holdings, Inc.COM NEW349$1,909<0.1%+302+642.6%加碼歷史
WMKWeis Markets IncCOM28$1,930<0.1%00.0%不變歷史
RLRalph Lauren CorpCL A10$1,939<0.1%+3+42.9%加碼歷史
PIImpinj IncCOM9$1,949<0.1%+3+50.0%加碼歷史
INVXInnovex International, Inc.COM133$1,952<0.1%+33+33.0%加碼歷史
American Centy ETF Tr025072562AVANTIS CORE FI46$1,955<0.1%00.0%不變–
VanEck Morningstar Wide Moat ETF92189F643ETF20$1,956<0.1%00.0%不變–
TLNTalen Energy CorpCOM11$1,961<0.1%+11新進歷史
CRVLCorvel CorpCOM6$1,962<0.1%+2+50.0%加碼歷史
AHRTAH Realty Trust, Inc.COM182$1,971<0.1%00.0%不變歷史
FOSLFossil Group, Inc.COM1,694$1,982<0.1%00.0%不變歷史
OLPOne Liberty Properties IncCOM72$1,983<0.1%00.0%不變歷史
PLOWDouglas Dynamics, IncCOM72$1,986<0.1%+72新進歷史
ZEUSOlympic Steel IncCOM51$1,989<0.1%00.0%不變歷史
IQiQIYI, Inc.SPONSORED ADS696$1,990<0.1%+288+70.6%加碼歷史
CAMTCamtek LtdORD25$1,997<0.1%−11−30.6%減碼歷史
CYTKCytokinetics IncCOM NEW38$2,007<0.1%−20−34.5%減碼歷史
RHRHCOM6$2,007<0.1%+2+50.0%加碼歷史
CNMDCONMED CorpCOM28$2,014<0.1%−5−15.2%減碼歷史
EMBCEmbecta Corp.Stock143$2,016<0.1%00.0%不變歷史
BZUNBaozun Inc.SPONSORED ADR563$2,016<0.1%+18+3.3%加碼歷史
OCFCOceanfirst Financial CorpCOM109$2,026<0.1%00.0%不變歷史
Carnival Corp Ltd.14365C103ADR122$2,034<0.1%+91+293.5%加碼–
ARK Next Generation Technology ETF00214Q401ETF24$2,043<0.1%00.0%不變–
BGCBGC Group, Inc.CL A224$2,056<0.1%−443−66.4%減碼歷史
Pyxis Tankers Inc.Y71726122*W EXP 09/15/2022,400$2,064<0.1%00.0%不變–
AUPHAurinia Pharmaceuticals Inc.COM282$2,067<0.1%+156+123.8%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