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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
AEOAmerican Eagle Outfitters IncCOM168$3,762<0.1%+2+1.2%加碼歷史
ESTCElastic N.V.ORD SHS50$3,838<0.1%−16−24.2%減碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD58$3,847<0.1%+1+1.8%加碼–
FBINFortune Brands Innovations, Inc.COM43$3,850<0.1%+5+13.2%加碼歷史
Listed FD Tr53656F474TRUESHARES LW VO117$3,856<0.1%00.0%不變–
TTITetra Technologies IncCOM1,252$3,881<0.1%00.0%不變歷史
CIVBCivista Bancshares, Inc.COM NO PAR218$3,885<0.1%00.0%不變歷史
Series Portfolios Tr81752T510UNUSUAL WHLS DEM104$3,890<0.1%+59+131.1%加碼–
PAGPenske Automotive Group, Inc.COM24$3,898<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A163$3,899<0.1%+21+14.8%加碼歷史
NPKNational Presto Industries IncCOM52$3,907<0.1%00.0%不變歷史
WLKWestlake CorpCOM26$3,908<0.1%+3+13.0%加碼歷史
NMRKNewmark Group, Inc.CL A252$3,914<0.1%00.0%不變歷史
CARSCars.com Inc.COM234$3,922<0.1%00.0%不變歷史
ELSEquity Lifestyle Properties IncCOM55$3,924<0.1%+47+587.5%加碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM77$3,934<0.1%+10+14.9%加碼歷史
WTSWatts Water Technologies IncCL A19$3,937<0.1%−28−59.6%減碼歷史
STRSitio Royalties Corp.CLASS A COM189$3,939<0.1%+55+41.0%加碼歷史
EHABEnhabit, Inc.COM500$3,950<0.1%−192−27.7%減碼歷史
EGYVaalco Energy IncCOM NEW691$3,966<0.1%00.0%不變歷史
TEXTerex CorpStock75$3,968<0.1%+39+108.3%加碼歷史
VRTSVirtus Investment Partners, Inc.COM19$3,979<0.1%−2−9.5%減碼歷史
ALITAlight, Inc. / DelawareCOM CL A539$3,989<0.1%−345−39.0%減碼歷史
CMRCCommerce.com, Inc.COM SER 1682$3,990<0.1%+673+7,477.8%加碼歷史
GPREGreen Plains Inc.COM296$4,008<0.1%+108+57.4%加碼歷史
AXAxos Financial, Inc.COM64$4,024<0.1%+22+52.4%加碼歷史
CMPCompass Minerals International IncStock335$4,026<0.1%+224+201.8%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM19$4,032<0.1%−2−9.5%減碼歷史
NIUNiu TechnologiesADS1,753$4,032<0.1%+8+0.5%加碼歷史
SYNASYNAPTICS IncStock52$4,034<0.1%+20+62.5%加碼歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4,046<0.1%00.0%不變–
DMCDel Monte CorpORD137$4,047<0.1%00.0%不變歷史
INVHInvitation Homes Inc.COM115$4,055<0.1%+42+57.5%加碼歷史
KRNYKearny Financial Corp.COM592$4,067<0.1%00.0%不變歷史
CWTCalifornia Water Service GroupCOM75$4,067<0.1%00.0%不變歷史
FULTFulton Financial CorpCOM225$4,079<0.1%00.0%不變歷史
WSRWhitestone REITCOM302$4,086<0.1%00.0%不變歷史
NWBINorthwest Bancshares, Inc.COM306$4,094<0.1%00.0%不變歷史
MKTXMarketaxess Holdings IncCOM16$4,099<0.1%+2+14.3%加碼歷史
COLDAmericold Realty TrustCOM145$4,099<0.1%+13+9.8%加碼歷史
LANDGladstone Land CorpCOM296$4,114<0.1%00.0%不變歷史
AGROAdecoagro S.A.COM372$4,118<0.1%00.0%不變歷史
AMRCAmeresco, Inc.CL A109$4,135<0.1%00.0%不變歷史
WSBFWaterstone Financial, Inc.COM282$4,145<0.1%00.0%不變歷史
FAFFirst American Financial CorpStock63$4,158<0.1%+6+10.5%加碼歷史
WTIW&T Offshore IncCOM1,936$4,162<0.1%−1,328−40.7%減碼歷史
RBCRBC Bearings INCCOM14$4,192<0.1%00.0%不變歷史
KALUKaiser Aluminum CorpCOM PAR $0.0158$4,206<0.1%00.0%不變歷史
BZKanzhun LtdSPONSORED ADS243$4,225<0.1%−73−23.1%減碼歷史
RIGTransocean Ltd.REGISTERED SHS995$4,229<0.1%+25+2.6%加碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,245<0.1%00.0%不變–
AWRAmerican States Water CoCOM51$4,248<0.1%00.0%不變歷史
AMRAlpha Metallurgical Resources, Inc.COM18$4,252<0.1%−19−51.4%減碼歷史
VMEOVimeo, Inc.COMMON STOCK843$4,257<0.1%00.0%不變歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW686$4,288<0.1%+11+1.6%加碼歷史
CALYCallaway Golf CoCOM391$4,293<0.1%+364+1,348.1%加碼歷史
PTVEPactiv Evergreen Inc.COM373$4,293<0.1%+61+19.6%加碼歷史
WABCWestamerica BancorporationCOM87$4,300<0.1%00.0%不變歷史
VSHVishay Intertechnology IncCOM229$4,330<0.1%+125+120.2%加碼歷史
ADAMAdamas Trust, Inc.COM688$4,355<0.1%00.0%不變歷史
PRAAPra Group IncCOM195$4,360<0.1%00.0%不變歷史
Schwab Emerging Markets Equity ETF808524706ETF150$4,377<0.1%00.0%不變–
AXNXAxonics, Inc.COM63$4,384<0.1%+56+800.0%加碼歷史
AGIAlamos Gold IncStock220$4,387<0.1%00.0%不變歷史
DOCNDigitalOcean Holdings, Inc.COM109$4,403<0.1%+13+13.5%加碼歷史
ADMAAdma Biologics, Inc.COM221$4,418<0.1%+85+62.5%加碼歷史
VRRMVerra Mobility CorpCL A COM STK159$4,422<0.1%+115+261.4%加碼歷史
RPAYRepay Holdings CorpCOM CL A543$4,431<0.1%+461+562.2%加碼歷史
iShares Tr464287515EXPANDED TECH50$4,469<0.1%00.0%不變–
VKTXViking Therapeutics, Inc.COM71$4,495<0.1%+9+14.5%加碼歷史
Olink Hldg AB680710100SPONSORED ADS173$4,512<0.1%−485−73.7%減碼–
PLUGPlug Power IncStock1,997$4,514<0.1%+327+19.6%加碼歷史
VOYAVoya Financial, Inc.COM57$4,516<0.1%+7+14.0%加碼歷史
UTZUtz Brands, Inc.COM CL A257$4,549<0.1%−223−46.5%減碼歷史
GLOBGlobant S.A.COM23$4,557<0.1%+3+15.0%加碼歷史
ADNTAdient plcStock203$4,582<0.1%+202+20,200.0%加碼歷史
ACADAcadia Pharmaceuticals IncCOM299$4,598<0.1%−59−16.5%減碼歷史
ENVAEnova International, Inc.COM55$4,608<0.1%00.0%不變歷史
RPCRidgepost Capital, Inc.CL A COM431$4,616<0.1%+431新進歷史
VACMarriott Vacations Worldwide CorpCOM63$4,629<0.1%+12+23.5%加碼歷史
SIDNational Steel CoSPONSORED ADR1,938$4,632<0.1%+1,911+7,077.8%加碼歷史
TALOTalos Energy Inc.COM448$4,637<0.1%00.0%不變歷史
HHHHoward Hughes Holdings Inc.COM60$4,646<0.1%+7+13.2%加碼歷史
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4,659<0.1%00.0%不變–
MRVIMaravai Lifesciences Holdings, Inc.COM CL A562$4,670<0.1%−36−6.0%減碼歷史
BTUPeabody Energy CorpCOM177$4,697<0.1%−581−76.6%減碼歷史
WMSAdvanced Drainage Systems, Inc.COM30$4,714<0.1%−2−6.3%減碼歷史
ARMArm Holdings PLCADR33$4,719<0.1%+25+312.5%加碼歷史
Two Harbors Investment Corp.90187B804COM340$4,719<0.1%+100+41.7%加碼–
HOGHarley-Davidson, Inc.COM123$4,739<0.1%−444−78.3%減碼歷史
iShares Tr46435G342MORTGE REL ETF200$4,746<0.1%00.0%不變–
SRPTSarepta Therapeutics, Inc.COM38$4,746<0.1%+1+2.7%加碼歷史
ENPHEnphase Energy, Inc.Stock42$4,747<0.1%−66−61.1%減碼歷史
URBNUrban Outfitters IncCOM124$4,750<0.1%−12−8.8%減碼歷史
PFSProvident Financial Services IncCOM256$4,751<0.1%00.0%不變歷史
DTDynatrace, Inc.Stock89$4,758<0.1%+58+187.1%加碼歷史
ATHMAutohome Inc.SP ADS RP CL A146$4,762<0.1%−41−21.9%減碼歷史
STVNStevanato Group S.p.A.ORD SHS239$4,780<0.1%+239新進歷史
OIO-I Glass, Inc.COM365$4,789<0.1%+254+228.8%加碼歷史
Global X FDS37954Y624AUTONMOUS EV ETF204$4,790<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