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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
PIMCO ETF Tr72201R7830-5 HIGH YIELD615$5.88 萬<0.1%00.0%不變–
RGAReinsurance Group of America IncCOM NEW266$5.80 萬<0.1%+2+0.8%加碼歷史
DCIDonaldson Co IncStock784$5.78 萬<0.1%+3+0.4%加碼歷史
EGEverest Group, Ltd.COM147$5.76 萬<0.1%−105−41.7%減碼歷史
SNVSynovus Financial CorpCOM NEW1,293$5.75 萬<0.1%−679−34.4%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF1,112$5.73 萬<0.1%00.0%不變–
PBFPBF Energy Inc.CL A1,849$5.72 萬<0.1%+81+4.6%加碼歷史
ALGNAlign Technology IncCOM225$5.72 萬<0.1%+9+4.2%加碼歷史
VEEVVeeva Systems IncStock272$5.71 萬<0.1%−17−5.9%減碼歷史
VFCV F CorpStock2,849$5.68 萬<0.1%+219+8.3%加碼歷史
DASHDoorDash, Inc.Stock398$5.68 萬<0.1%−388−49.4%減碼歷史
SMSM Energy CoCOM1,421$5.68 萬<0.1%−176−11.0%減碼歷史
SEESealed Air CorpCOM1,564$5.68 萬<0.1%−148−8.6%減碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC1,316$5.67 萬<0.1%+400+43.7%加碼–
Vanguard Utilities ETF92204A876ETF325$5.66 萬<0.1%00.0%不變–
ARIApollo Commercial Real Estate Finance, Inc.COM6,153$5.65 萬<0.1%+100+1.7%加碼歷史
TPVGTriplePoint Venture Growth BDC Corp.COM8,000$5.65 萬<0.1%+1,000+14.3%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 107,445$5.64 萬<0.1%+154+2.1%加碼歷史
MLIMueller Industries IncCOM757$5.61 萬<0.1%−613−44.7%減碼歷史
AMCRAmcor plcORD4,949$5.61 萬<0.1%+323+7.0%加碼歷史
FTNTFortinet, Inc.Stock723$5.61 萬<0.1%+84+13.1%加碼歷史
TRNTrinity Industries IncCOM1,608$5.60 萬<0.1%−476−22.8%減碼歷史
AIZAssurant, Inc.Stock280$5.57 萬<0.1%+4+1.4%加碼歷史
ARWArrow Electronics, Inc.COM419$5.57 萬<0.1%−535−56.1%減碼歷史
BCSBarclays PLCADR4,534$5.51 萬<0.1%+308+7.3%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN1,345$5.49 萬<0.1%+7+0.5%加碼–
CFRCullen/Frost Bankers, Inc.COM489$5.47 萬<0.1%+4+0.8%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT3,156$5.46 萬<0.1%−4,672−59.7%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,447$5.46 萬<0.1%+11+0.8%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF204$5.46 萬<0.1%−1−0.5%減碼–
SWKSSkyworks Solutions, Inc.Stock552$5.45 萬<0.1%+46+9.1%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM2,088$5.44 萬<0.1%+8+0.4%加碼歷史
MAINMain Street Capital CORPCEF1,083$5.43 萬<0.1%00.0%不變歷史
JXNJackson Financial Inc.COM CL A595$5.43 萬<0.1%+157+35.8%加碼歷史
iShares Tr464287762US HLTHCARE ETF835$5.43 萬<0.1%00.0%不變–
APOApollo Global Management, Inc.COM433$5.41 萬<0.1%−9−2.0%減碼歷史
MODModine Manufacturing CoCOM407$5.40 萬<0.1%+49+13.7%加碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS5,246$5.39 萬<0.1%−6,930−56.9%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$5.37 萬<0.1%00.0%不變歷史
JHXJames Hardie Industries plcSPONSORED ADR1,334$5.36 萬<0.1%−280−17.3%減碼歷史
CHRDChord Energy CorpCOM NEW411$5.35 萬<0.1%−566−57.9%減碼歷史
Barrick Gold Corp067901108COM2,689$5.35 萬<0.1%+714+36.2%加碼–
PAYCPaycom Software, Inc.Stock320$5.33 萬<0.1%+11+3.6%加碼歷史
DYDycom Industries IncCOM270$5.32 萬<0.1%+149+123.1%加碼歷史
WSMWilliams Sonoma IncCOM343$5.31 萬<0.1%−1,587−82.2%減碼依 2 比 1 拆股換算歷史
ARGXArgenx SESPONSORED ADR98$5.31 萬<0.1%+11+12.6%加碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT1,224$5.31 萬<0.1%00.0%不變–
HRHealthcare Realty Trust IncCL A COM2,901$5.27 萬<0.1%+92+3.3%加碼歷史
TDWTidewater IncCOM732$5.25 萬<0.1%−1,263−63.3%減碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT2,531$5.24 萬<0.1%00.0%不變歷史
MAPSWM Technology, Inc.COM60,263$5.24 萬<0.1%00.0%不變歷史
RLIRli CorpCOM338$5.23 萬<0.1%+92+37.4%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,402$5.20 萬<0.1%−443−24.0%減碼–
DSLDoubleLine Income Solutions FundCOM4,000$5.19 萬<0.1%00.0%不變歷史
SRSpire IncCOM770$5.18 萬<0.1%−10−1.3%減碼歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF610$5.18 萬<0.1%−903−59.7%減碼–
IHGIntercontinental Hotels Group PLCSPONSORED ADS468$5.17 萬<0.1%−4−0.8%減碼歷史
HHyatt Hotels CorpCOM CL A338$5.14 萬<0.1%00.0%不變歷史
iShares Tr46428865310-20 YR TRS ETF471$5.14 萬<0.1%−38−7.5%減碼–
DRIDarden Restaurants IncCOM312$5.12 萬<0.1%+19+6.5%加碼歷史
SPSCSPS Commerce IncCOM262$5.09 萬<0.1%−274−51.1%減碼歷史
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,883$5.08 萬<0.1%−591−23.9%減碼–
CCDCalamos Dynamic Convertible & Income FundCOM2,000$5.08 萬<0.1%00.0%不變歷史
Vanguard Consumer Discretionary ETF92204A108ETF149$5.07 萬<0.1%00.0%不變–
iShares U.S. Treasury Bond ETF46429B267ETF2,157$5.06 萬<0.1%+477+28.4%加碼–
DLTRDollar Tree, Inc.COM719$5.06 萬<0.1%+62+9.4%加碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS4,500$5.04 萬<0.1%+500+12.5%加碼歷史
TBLATaboola.com Ltd.ORD SHS15,000$5.04 萬<0.1%−5,000−25.0%減碼歷史
iShares Tr464288273EAFE SML CP ETF743$5.03 萬<0.1%−162−17.9%減碼–
BRDGBridge Investment Group Holdings Inc.COM CL A5,087$5.02 萬<0.1%+12+0.2%加碼歷史
WYWeyerhaeuser CoCOM NEW1,481$5.02 萬<0.1%−1,021−40.8%減碼歷史
RVTYRevvity, Inc.COM391$5.00 萬<0.1%−1−0.3%減碼歷史
CMBTCmb.tech NVSHS3,000$4.99 萬<0.1%−2,576−46.2%減碼歷史
DJTTrump Media & Technology Group Corp.Stock3,095$4.97 萬<0.1%−62−2.0%減碼歷史
IPGInterpublic Group of Companies, Inc.COM1,569$4.96 萬<0.1%+392+33.3%加碼歷史
IFFInternational Flavors & Fragrances IncCOM471$4.95 萬<0.1%+5+1.1%加碼歷史
EPREpr PropertiesCOM SH BEN INT1,008$4.94 萬<0.1%−261−20.6%減碼歷史
ARK Innovation ETF00214Q104ETF1,040$4.94 萬<0.1%−1,467−58.5%減碼–
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$4.94 萬<0.1%00.0%不變歷史
PAGSPagSeguro Digital Ltd.COM CL A5,716$4.92 萬<0.1%−83−1.4%減碼歷史
AVTAvnet IncCOM904$4.91 萬<0.1%−1,120−55.3%減碼歷史
MTGMgic Investment CorpCOM1,917$4.91 萬<0.1%+41+2.2%加碼歷史
EQNREquinor ASASPONSORED ADR1,932$4.89 萬<0.1%+220+12.9%加碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN1,484$4.89 萬<0.1%−593−28.6%減碼–
Vanguard Consumer Staples ETF92204A207ETF223$4.87 萬<0.1%00.0%不變–
TAKTakeda Pharmaceutical Co LtdADR3,420$4.86 萬<0.1%+338+11.0%加碼歷史
AVTRAvantor, Inc.COM1,879$4.86 萬<0.1%−54−2.8%減碼歷史
ROKURoku, IncCOM CL A645$4.82 萬<0.1%−34−5.0%減碼歷史
ETF Ser Solutions26922A222APTUS COLLRD INV1,210$4.81 萬<0.1%+1,210新進–
JHGJanus Henderson Group Ltd.ORD SHS1,259$4.79 萬<0.1%−278−18.1%減碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,200$4.77 萬<0.1%00.0%不變歷史
SLGSL Green Realty CorpCOM684$4.76 萬<0.1%+9+1.3%加碼歷史
SEICSEI Investments CoCOM688$4.76 萬<0.1%+132+23.7%加碼歷史
IVTInvenTrust Properties Corp.COM NEW1,671$4.74 萬<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM8,098$4.74 萬<0.1%+3,642+81.7%加碼歷史
HWMHowmet Aerospace Inc.Stock472$4.73 萬<0.1%+113+31.5%加碼歷史
PEOAdams Natural Resources Fund, Inc.COM2,038$4.73 萬<0.1%00.0%不變歷史
KRCKilroy Realty CorpCOM1,212$4.69 萬<0.1%−400−24.8%減碼歷史
FCFSFirstCash Holdings, Inc.COM408$4.68 萬<0.1%−383−48.4%減碼歷史
PHIPLDT Inc.SPONSORED ADR1,739$4.67 萬<0.1%+310+21.7%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