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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
MMYTMakeMyTrip LtdStock803$7.46 萬<0.1%+32+4.2%加碼歷史
BNYBank of New York Mellon CorpStock1,036$7.44 萬<0.1%+11+1.1%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT1,003$7.41 萬<0.1%+244+32.1%加碼–
MKLMarkel Group Inc.COM47$7.37 萬<0.1%−16−25.4%減碼歷史
BALLBALL CorpCOM1,084$7.36 萬<0.1%+25+2.4%加碼歷史
LUVSouthwest Airlines CoCOM2,484$7.36 萬<0.1%−3−0.1%減碼歷史
EIXEdison InternationalStock843$7.34 萬<0.1%+27+3.3%加碼歷史
PCARPaccar IncCOM743$7.33 萬<0.1%+15+2.1%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE1,043$7.27 萬<0.1%+83+8.6%加碼歷史
CMCanadian Imperial Bank of CommerceCOM1,184$7.26 萬<0.1%−58−4.7%減碼歷史
CMAComerica IncCOM1,207$7.23 萬<0.1%00.0%不變歷史
MVTBlackRock Munivest Fund II, Inc.COM6,333$7.21 萬<0.1%00.0%不變歷史
FMXMexican Economic Development IncSPON ADR UNITS728$7.19 萬<0.1%−496−40.5%減碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS7,453$7.16 萬<0.1%+1,500+25.2%加碼歷史
OGNOrganon & Co.Stock3,738$7.15 萬<0.1%−1,466−28.2%減碼歷史
GGGGraco IncCOM810$7.09 萬<0.1%−821−50.3%減碼歷史
BURLBurlington Stores, Inc.COM268$7.06 萬<0.1%+182+211.6%加碼歷史
FDUSFidus Investment CorpCOM3,596$7.05 萬<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR607$7.04 萬<0.1%+99+19.5%加碼歷史
HBANHuntington Bancshares IncCOM4,790$7.04 萬<0.1%+1,472+44.4%加碼歷史
SAICScience Applications International CorpCOM504$7.02 萬<0.1%+418+486.0%加碼歷史
OBDCBlue Owl Capital CorpCOM4,814$7.01 萬<0.1%+642+15.4%加碼歷史
NTRNutrien Ltd.COM1,456$7.00 萬<0.1%−224−13.3%減碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW2,984$6.98 萬<0.1%−306−9.3%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,465$6.96 萬<0.1%−20−1.3%減碼–
CRSPCRISPR Therapeutics AGNAMEN AKT1,480$6.95 萬<0.1%−1,092−42.5%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN2,500$6.91 萬<0.1%+500+25.0%加碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$6.89 萬<0.1%00.0%不變歷史
Vanguard Communication Services ETF92204A884ETF473$6.88 萬<0.1%00.0%不變–
Global X FDS37954Y483NASDAQ 100 COVER3,809$6.87 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q159INCOME ETF1,479$6.86 萬<0.1%+9+0.6%加碼–
SPTNSpartanNash CoCOM3,034$6.80 萬<0.1%+117+4.0%加碼歷史
CHKPCheck Point Software Technologies LtdORD351$6.77 萬<0.1%−243−40.9%減碼歷史
EWEdwards Lifesciences CorpStock1,022$6.74 萬<0.1%+90+9.7%加碼歷史
OMCOmnicom Group Inc.COM652$6.74 萬<0.1%+64+10.9%加碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW12,308$6.70 萬<0.1%00.0%不變歷史
INGING Groep NVSPONSORED ADR3,677$6.68 萬<0.1%−1,881−33.8%減碼歷史
PBAPembina Pipeline CorpCOM1,618$6.67 萬<0.1%−50−3.0%減碼歷史
PSAPublic StorageCOM183$6.65 萬<0.1%−84−31.5%減碼歷史
TDToronto Dominion BankStock1,051$6.65 萬<0.1%+136+14.9%加碼歷史
iShares Tr46434V803HDG MSCI EAFE1,877$6.65 萬<0.1%−6,454−77.5%減碼–
First Tr Exchange-Traded FD33734H106SHS1,460$6.64 萬<0.1%00.0%不變–
MNSTMonster Beverage CorpCOM1,268$6.62 萬<0.1%+66+5.5%加碼歷史
PSOPearson PLCSPONSORED ADR4,870$6.61 萬<0.1%+353+7.8%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$6.61 萬<0.1%00.0%不變–
CBTCabot CorpCOM589$6.59 萬<0.1%+114+24.0%加碼歷史
ELANElanco Animal Health IncCOM4,478$6.58 萬<0.1%−1,953−30.4%減碼歷史
GHCGraham Holdings CoCOM CL B80$6.57 萬<0.1%−51−38.9%減碼歷史
Fidelity Covington Trust31609A107ENHANCED LARGE2,123$6.57 萬<0.1%−3,801−64.2%減碼–
LBRDKLiberty Broadband CorpCOM SER C850$6.57 萬<0.1%+756+804.3%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR8,455$6.56 萬<0.1%+1,310+18.3%加碼歷史
ProShares Tr74347R107PSHS ULT S&P 500727$6.56 萬<0.1%+706+3,361.9%加碼–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.51 萬<0.1%00.0%不變歷史
iShares Select Dividend ETF464287168ETF482$6.51 萬<0.1%00.0%不變–
iShares Semiconductor ETF464287523ETF282$6.50 萬<0.1%+144+104.3%加碼–
BRKRBruker CorpCOM940$6.49 萬<0.1%+169+21.9%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF686$6.49 萬<0.1%−1,535−69.1%減碼–
XFLTXAI Floating Rate & Alternative Income TrustCOM9,500$6.48 萬<0.1%+1,000+11.8%加碼歷史
APAAPA CorpStock2,647$6.47 萬<0.1%−62−2.3%減碼歷史
iShares Inc46434G889EMNG MKTS EQT1,300$6.47 萬<0.1%00.0%不變–
AESAES CorpStock3,215$6.45 萬<0.1%+71+2.3%加碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$6.44 萬<0.1%00.0%不變–
GGenpact LTDSHS1,636$6.41 萬<0.1%+518+46.3%加碼歷史
ECCEagle Point Credit CoCOM6,500$6.41 萬<0.1%+500+8.3%加碼歷史
NOMDNomad Foods LtdUSD ORD SHS3,362$6.41 萬<0.1%+1,700+102.3%加碼歷史
USALiberty All Star Equity FundSH BEN INT9,000$6.39 萬<0.1%00.0%不變歷史
BBYBest Buy Co IncStock618$6.39 萬<0.1%+80+14.9%加碼歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM4,400$6.38 萬<0.1%+900+25.7%加碼歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS4,500$6.35 萬<0.1%+4,500新進歷史
MAAMid America Apartment Communities Inc.COM397$6.31 萬<0.1%+6+1.5%加碼歷史
JOEST JOE CoCOM1,077$6.28 萬<0.1%−24−2.2%減碼歷史
LYVLive Nation Entertainment, Inc.COM573$6.27 萬<0.1%+18+3.2%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM11,501$6.27 萬<0.1%−17,203−59.9%減碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW545$6.27 萬<0.1%00.0%不變歷史
BRSPBrightSpire Capital, Inc.COM CL A11,180$6.26 萬<0.1%+915+8.9%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR19,988$6.24 萬<0.1%+2,439+13.9%加碼歷史
NYTNew York Times CoCL A1,117$6.22 萬<0.1%−1,206−51.9%減碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF1,021$6.21 萬<0.1%−293−22.3%減碼–
SNXTD Synnex CorpCOM515$6.19 萬<0.1%+35+7.3%加碼歷史
MZTIMarzetti CoCOM350$6.18 萬<0.1%−422−54.7%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF546$6.16 萬<0.1%+58+11.9%加碼–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN536$6.16 萬<0.1%00.0%不變–
CVNACarvana Co.CL A352$6.13 萬<0.1%+29+9.0%加碼歷史
TALTAL Education GroupSPONSORED ADS5,136$6.08 萬<0.1%+619+13.7%加碼歷史
PNWPinnacle West Capital CorpCOM681$6.04 萬<0.1%−299−30.5%減碼歷史
NLOPNet Lease Office PropertiesCOM1,969$6.03 萬<0.1%−4,850−71.1%減碼歷史
EXELExelixis, Inc.COM2,322$6.03 萬<0.1%+95+4.3%加碼歷史
VALEVale S.A.SPONSORED ADS5,158$6.02 萬<0.1%−217−4.0%減碼歷史
SLRCSLR Investment Corp.COM4,000$6.02 萬<0.1%+1,000+33.3%加碼歷史
Pacer FDS Tr69374H659CASH COWS ETF1,503$6.02 萬<0.1%+50+3.4%加碼–
WPPWPP plcADR1,176$6.02 萬<0.1%−184−13.5%減碼歷史
iShares Tr46435U853BROAD USD HIGH1,591$5.99 萬<0.1%−111−6.5%減碼–
CBRECbre Group, Inc.CL A479$5.96 萬<0.1%+17+3.7%加碼歷史
SWKStanley Black & Decker, Inc.COM541$5.95 萬<0.1%+13+2.5%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$5.95 萬<0.1%00.0%不變–
PFGPrincipal Financial Group IncCOM689$5.92 萬<0.1%−241−25.9%減碼歷史
CSWCCapital Southwest CorpCOM2,340$5.92 萬<0.1%+90+4.0%加碼歷史
iShares Tr464287549EXPND TEC SC ETF616$5.91 萬<0.1%+188+43.9%加碼–
CLFCleveland-Cliffs Inc.COM4,617$5.90 萬<0.1%+9+0.2%加碼歷史
OHIOmega Healthcare Investors IncCOM1,447$5.89 萬<0.1%+29+2.0%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