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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
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,701<0.1%00.0%不變–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF38$2,702<0.1%−352−90.3%減碼–
RMAXRE/MAX Holdings, Inc.CL A217$2,702<0.1%00.0%不變歷史
ADVAdvantage Solutions Inc.COM CL A788$2,703<0.1%+788新進歷史
PCORProcore Technologies, Inc.COM44$2,715<0.1%+8+22.2%加碼歷史
UPBDUpbound Group, Inc.COM86$2,751<0.1%00.0%不變歷史
UCTTUltra Clean Holdings, Inc.COM69$2,755<0.1%+29+72.5%加碼歷史
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2,771<0.1%00.0%不變–
BYDBoyd Gaming CorpCOM43$2,780<0.1%−909−95.5%減碼歷史
HXLHexcel CorpCOM45$2,782<0.1%−67−59.8%減碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2,796<0.1%00.0%不變歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL55$2,798<0.1%−118−68.2%減碼–
APPNAppian CorpCL A82$2,799<0.1%−17−17.2%減碼歷史
WWWWolverine World Wide IncCOM161$2,805<0.1%00.0%不變歷史
CUBECubeSmartREIT53$2,853<0.1%+12+29.3%加碼歷史
AZEKAZEK Co Inc.CL A61$2,855<0.1%+17+38.6%加碼歷史
PCVXVaxcyte, Inc.COM25$2,857<0.1%−1−3.8%減碼歷史
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2,859<0.1%00.0%不變–
INGNInogen IncCOM298$2,890<0.1%00.0%不變歷史
MHKMohawk Industries IncCOM18$2,892<0.1%00.0%不變歷史
SBGISinclair, Inc.CL A189$2,892<0.1%00.0%不變歷史
GEOGeo Group IncCOM228$2,930<0.1%00.0%不變歷史
HBNCHorizon Bancorp IncCOM190$2,955<0.1%00.0%不變歷史
BURBurford Capital LtdORD SHS223$2,957<0.1%+71+46.7%加碼歷史
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -341$2,974<0.1%−62−15.4%減碼歷史
TRTootsie Roll Industries IncCOM98$3,035<0.1%00.0%不變歷史
JMIAJumia Technologies AGSPONSORED ADS572$3,054<0.1%+287+100.7%加碼歷史
DDSDillard's, Inc.CL A8$3,069<0.1%00.0%不變歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3,073<0.1%+45新進–
TFPMTriple Flag Precious Metals Corp.Stock190$3,074<0.1%00.0%不變歷史
TGTredegar CorpCOM424$3,091<0.1%00.0%不變歷史
BSACBanco Santander ChileSP ADR REP COM149$3,093<0.1%00.0%不變歷史
CTOCTO Realty Growth, Inc.COM163$3,100<0.1%00.0%不變歷史
WNEBWestern New England Bancorp, Inc.COM365$3,103<0.1%00.0%不變歷史
TWKSThoughtworks Holding, Inc.COM706$3,121<0.1%00.0%不變歷史
WEXWEX Inc.COM15$3,146<0.1%−2−11.8%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF20$3,147<0.1%00.0%不變–
PWSCPowerschool Holdings, Inc.COM CL A138$3,148<0.1%+55+66.3%加碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$3,177<0.1%00.0%不變–
NSANational Storage Affiliates TrustCOM SHS BEN IN66$3,181<0.1%00.0%不變歷史
TFSLTFS Financial CORPCOM248$3,190<0.1%−18−6.8%減碼歷史
IBPInstalled Building Products, Inc.COM13$3,202<0.1%−2−13.3%減碼歷史
LGNDLigand Pharmaceuticals IncCOM NEW32$3,203<0.1%00.0%不變歷史
TTCToro CoCOM37$3,209<0.1%−507−93.2%減碼歷史
TWTradeweb Markets Inc.Stock26$3,216<0.1%+12+85.7%加碼歷史
SXCSunCoke Energy, Inc.COM371$3,220<0.1%−449−54.8%減碼歷史
ASCArdmore Shipping CorpCOM179$3,240<0.1%00.0%不變歷史
HUNHuntsman CORPCOM134$3,243<0.1%00.0%不變歷史
JBTMJBT Marel CorpCOM33$3,251<0.1%00.0%不變歷史
LAZLazard, Inc.COM65$3,274<0.1%−57−46.7%減碼歷史
CRSRCorsair Gaming, Inc.COM472$3,285<0.1%−277−37.0%減碼歷史
PMLPIMCO Municipal Income Fund IICOM350$3,287<0.1%00.0%不變歷史
TROXTronox Holdings plcSHS225$3,292<0.1%+131+139.4%加碼歷史
APPFAppfolio IncCOM CL A14$3,297<0.1%−4−22.2%減碼歷史
WWayfair Inc.CL A59$3,314<0.1%00.0%不變歷史
AVNSAvanos Medical, Inc.Stock138$3,317<0.1%00.0%不變歷史
WULFTerawulf Inc.COM709$3,318<0.1%00.0%不變歷史
EGBNEagle Bancorp IncCOM147$3,319<0.1%00.0%不變歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS37$3,323<0.1%00.0%不變歷史
STKLSunOpta Inc.COM521$3,324<0.1%00.0%不變歷史
PLTKPlaytika Holding Corp.COM420$3,326<0.1%−580−58.0%減碼歷史
FRSHFreshworks Inc.Stock290$3,329<0.1%+31+12.0%加碼歷史
Matthews Asia FDS577125818EMER MKTS EQUITY101$3,334<0.1%00.0%不變–
VanEck ETF Trust92189H300JP MRGAN EM LOC132$3,353<0.1%−2−1.5%減碼–
XRAYDentsply Sirona Inc.Stock124$3,355<0.1%−40−24.4%減碼歷史
MOMOHello Group Inc.ADS441$3,356<0.1%00.0%不變歷史
CERTCertara, Inc.COM288$3,373<0.1%+46+19.0%加碼歷史
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF96$3,374<0.1%00.0%不變–
ALXAlexanders IncCOM14$3,393<0.1%00.0%不變歷史
ARDXArdelyx, Inc.COM494$3,404<0.1%00.0%不變歷史
NTGRNetgear, Inc.COM170$3,410<0.1%00.0%不變歷史
WENWendy's CoStock195$3,416<0.1%00.0%不變歷史
SHCSotera Health CoCOM205$3,423<0.1%+24+13.3%加碼歷史
APGAPi Group CorpCOM STK104$3,434<0.1%+28+36.8%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$3,440<0.1%00.0%不變歷史
DBX ETF Tr233051200XTRACK MSCI EAFE82$3,465<0.1%00.0%不變–
PENPenumbra IncCOM18$3,497<0.1%+2+12.5%加碼歷史
OIIOceaneering International IncStock141$3,507<0.1%−784−84.8%減碼歷史
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/13,000$3,511<0.1%00.0%不變–
WKCWorld Kinect CorpCOM114$3,524<0.1%00.0%不變歷史
KWRQuaker Chemical CorpCOM21$3,538<0.1%−20−48.8%減碼歷史
REGRegency Centers CorpCOM49$3,539<0.1%+12+32.4%加碼歷史
SMARSmartsheet IncCOM CL A64$3,543<0.1%−179−73.7%減碼歷史
ZETAZeta Global Holdings Corp.CL A119$3,550<0.1%+61+105.2%加碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM89$3,560<0.1%+50+128.2%加碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,570<0.1%00.0%不變–
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,602<0.1%−483−74.4%減碼–
VCVisteon CorpCOM NEW38$3,619<0.1%−34,207−99.9%減碼歷史
CWHCamping World Holdings, Inc.CL A150$3,633<0.1%00.0%不變歷史
ZIMZIM Integrated Shipping Services Ltd.SHS142$3,644<0.1%00.0%不變歷史
OWLBlue Owl Capital Inc.COM CL A189$3,659<0.1%+29+18.1%加碼歷史
Series Portfolios Tr81752T494UNUSUAL WHALES117$3,673<0.1%+68+138.8%加碼–
CWSTCasella Waste Systems IncCL A37$3,681<0.1%00.0%不變歷史
DOOBRP Inc.COM SUN VTG62$3,692<0.1%+7+12.7%加碼歷史
HIHillenbrand, Inc.COM134$3,711<0.1%−5−3.6%減碼歷史
AZZAzz IncCOM45$3,717<0.1%+15+50.0%加碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT167$3,719<0.1%00.0%不變歷史
AGCOAGCO CorpCOM38$3,719<0.1%−149−79.7%減碼歷史
OXMOxford Industries IncCOM43$3,731<0.1%00.0%不變歷史
BFSTBusiness First Bancshares, Inc.COM146$3,748<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