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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
iShares Inc464286509MSCI CDA ETF50$2,081<0.1%00.0%不變–
RGENRepligen CorpCOM14$2,083<0.1%+4+40.0%加碼歷史
CORTCorcept Therapeutics IncCOM45$2,083<0.1%00.0%不變歷史
SCLStepan CoCOM27$2,086<0.1%−46−63.0%減碼歷史
VTSVitesse Energy, Inc.COMMON STOCK87$2,090<0.1%00.0%不變歷史
ARAntero Resources CorpCOM73$2,091<0.1%+34+87.2%加碼歷史
BANFBancfirst CorpCOM20$2,105<0.1%00.0%不變歷史
YELPYelp IncCL A60$2,105<0.1%−33−35.5%減碼歷史
EPCEdgewell Personal Care CoCOM58$2,108<0.1%00.0%不變歷史
VCYTVeracyte, Inc.COM62$2,111<0.1%+27+77.1%加碼歷史
CLSKCleanspark, Inc.COM NEW226$2,111<0.1%−30−11.7%減碼歷史
APPSDigital Turbine, Inc.COM NEW688$2,112<0.1%00.0%不變歷史
EOSEEos Energy Enterprises, Inc.COM CL A712$2,115<0.1%00.0%不變歷史
SONSonoco Products CoCOM39$2,131<0.1%−19−32.8%減碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI103$2,147<0.1%00.0%不變–
NUVLNuvalent, Inc.COM21$2,148<0.1%−1−4.5%減碼歷史
EFCEllington Financial Inc.COM169$2,178<0.1%00.0%不變歷史
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2,183<0.1%00.0%不變–
ARWRArrowhead Pharmaceuticals, Inc.COM113$2,189<0.1%00.0%不變歷史
VICRVicor CorpCOM52$2,189<0.1%00.0%不變歷史
CVGWCalavo Growers IncCOM77$2,197<0.1%00.0%不變歷史
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2,205<0.1%00.0%不變–
EVRIEveri Holdings Inc.COM168$2,208<0.1%00.0%不變歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2,213<0.1%00.0%不變–
SRRKScholar Rock Holding CorpCOM279$2,235<0.1%00.0%不變歷史
ATSGAir Transport Services Group, Inc.COM139$2,250<0.1%00.0%不變歷史
BRSLBrightstar Lottery PLCSHS USD106$2,258<0.1%+6+6.0%加碼歷史
AAPAdvance Auto Parts IncCOM58$2,261<0.1%−437−88.3%減碼歷史
VIKViking Holdings LtdORD SHS65$2,268<0.1%+65新進歷史
SNSharkNinja, Inc.COM SHS21$2,283<0.1%+14+200.0%加碼歷史
DSXDiana Shipping Inc.COM889$2,285<0.1%−306−25.6%減碼歷史
CSGSCSG Systems International IncCOM47$2,287<0.1%00.0%不變歷史
ZLABZai Lab LtdADR95$2,293<0.1%+1+1.1%加碼歷史
BWXTBWX Technologies, Inc.COM21$2,294<0.1%+2+10.5%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2,295<0.1%−224−75.2%減碼–
FVRRFiverr International Ltd.ORD SHS89$2,302<0.1%−4−4.3%減碼歷史
IPGPIpg Photonics CorpCOM31$2,304<0.1%−4−11.4%減碼歷史
AOUTAmerican Outdoor Brands, Inc.COM250$2,305<0.1%+250新進歷史
HAINHain Celestial Group IncCOM268$2,313<0.1%+102+61.4%加碼歷史
UBSIUnited Bankshares IncCOM63$2,337<0.1%−346−84.6%減碼歷史
BROSDutch Bros Inc.CL A73$2,338<0.1%00.0%不變歷史
CXWCoreCivic, Inc.COM185$2,340<0.1%00.0%不變歷史
CHWYChewy, Inc.CL A80$2,343<0.1%+7+9.6%加碼歷史
SFStifel Financial CorpCOM25$2,347<0.1%−28−52.8%減碼歷史
NNNextnav Inc.COMMON STOCK315$2,359<0.1%00.0%不變歷史
CXCemex SAB de CVSPON ADR NEW387$2,361<0.1%−104−21.2%減碼歷史
Schwab U.S. REIT ETF808524847ETF102$2,368<0.1%00.0%不變–
DORMDorman Products, Inc.COM21$2,376<0.1%00.0%不變歷史
CSANCosan S.A.ADS249$2,381<0.1%+68+37.6%加碼歷史
SFSTSouthern First Bancshares IncCOM70$2,386<0.1%00.0%不變歷史
FATEFate Therapeutics IncCOM682$2,387<0.1%00.0%不變歷史
CRMTAmericas Carmart IncCOM57$2,389<0.1%00.0%不變歷史
TGLSTecnoglass Holdings Inc.ORD SHS35$2,403<0.1%00.0%不變歷史
TENTsakos Energy Navigation LtdSHS96$2,410<0.1%−1,488−93.9%減碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF62$2,427<0.1%00.0%不變–
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2,435<0.1%00.0%不變–
HTLFHeartland Financial USA IncCOM43$2,438<0.1%00.0%不變歷史
CRONCronos Group Inc.COM1,114$2,440<0.1%+564+102.5%加碼歷史
AHCOAdaptHealth Corp.COMMON STOCK218$2,448<0.1%00.0%不變歷史
MWAMueller Water Products, Inc.COM SER A113$2,452<0.1%+38+50.7%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A37$2,457<0.1%00.0%不變歷史
INDVIndivior Pharmaceuticals, Inc.ORD252$2,457<0.1%00.0%不變歷史
GOTUGaotu Techedu Inc.SPONSORED ADS627$2,458<0.1%+168+36.6%加碼歷史
HLITHarmonic Inc.COM169$2,462<0.1%00.0%不變歷史
CLBCore Laboratories Inc.COM133$2,464<0.1%00.0%不變歷史
CRCCalifornia Resources CorpCOM STOCK47$2,466<0.1%−7−13.0%減碼歷史
DINDine Brands Global, Inc.COM79$2,467<0.1%+30+61.2%加碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM224$2,476<0.1%+175+357.1%加碼歷史
ALGTAllegiant Travel COCOM45$2,478<0.1%−1−2.2%減碼歷史
TWSTTwist Bioscience CorpCOM55$2,485<0.1%+35+175.0%加碼歷史
TREELendingTree, Inc.COM43$2,495<0.1%00.0%不變歷史
QNSTQuinstreet, IncCOM131$2,506<0.1%00.0%不變歷史
ZGNErmenegildo Zegna N.V.ORD SHS256$2,519<0.1%+18+7.6%加碼歷史
MYEMyers Industries IncCOM183$2,529<0.1%00.0%不變歷史
MGNIMagnite, Inc.COM183$2,534<0.1%+24+15.1%加碼歷史
MTLSMaterialise NVSPONSORED ADS466$2,554<0.1%+141+43.4%加碼歷史
LOBLive Oak Bancshares, Inc.COM54$2,558<0.1%−11−16.9%減碼歷史
SUZSuzano S.A.SPON ADS256$2,560<0.1%−2,570−90.9%減碼歷史
IONQIonQ, Inc.COM293$2,561<0.1%00.0%不變歷史
AVOMission Produce, Inc.COM200$2,564<0.1%00.0%不變歷史
ESGREnstar Group LTDSHS8$2,573<0.1%00.0%不變歷史
EBCEastern Bankshares, Inc.COM157$2,574<0.1%+30+23.6%加碼歷史
FUNSix Flags Entertainment CorporationCOM64$2,580<0.1%−1−1.5%減碼歷史
UNFUnifirst CorpCOM13$2,583<0.1%00.0%不變歷史
VRNTVerint Systems IncCOM102$2,584<0.1%+23+29.1%加碼歷史
BPMCBlueprint Medicines CorpCOM28$2,591<0.1%−1−3.4%減碼歷史
BRBSBlue Ridge Bankshares, Inc.COM931$2,607<0.1%00.0%不變歷史
VIRTVirtu Financial, Inc.CL A86$2,619<0.1%+86新進歷史
IAGIamgold CorpCOM503$2,631<0.1%+104+26.1%加碼歷史
HUYAHUYA Inc.ADS REP SHS A516$2,632<0.1%+206+66.5%加碼歷史
PTCTPTC Therapeutics, Inc.COM71$2,634<0.1%+10+16.4%加碼歷史
BCPCBalchem CorpCOM15$2,640<0.1%+2+15.4%加碼歷史
BOXBox IncCL A81$2,651<0.1%+18+28.6%加碼歷史
BEBloom Energy CorpCOM CL A251$2,651<0.1%00.0%不變歷史
CHXChampionX CorpCOM88$2,654<0.1%+23+35.4%加碼歷史
MEIMethode Electronics IncCOM223$2,667<0.1%00.0%不變歷史
MSEXMiddlesex Water CoCOM41$2,675<0.1%00.0%不變歷史
BHCBausch Health Companies Inc.Stock328$2,676<0.1%+80+32.3%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2,685<0.1%00.0%不變–
IBRXImmunityBio, Inc.COM723$2,690<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