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Livermore
Livermore
中文EN

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
Victory Portfolios II92647N527CORE BD ETF974$4.67 萬<0.1%+6+0.6%加碼–
REXRRexford Industrial Realty, Inc.COM927$4.66 萬<0.1%+11+1.2%加碼歷史
PGZPrincipal Real Estate Income FundSHS BEN INT4,149$4.64 萬<0.1%+78+1.9%加碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$4.63 萬<0.1%00.0%不變–
BXPBXP, Inc.COM572$4.60 萬<0.1%+8+1.4%加碼歷史
EXASExact Sciences CorpCOM675$4.60 萬<0.1%−45−6.3%減碼歷史
LABStandard Biotools Inc.COM23,800$4.59 萬<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS1,458$4.58 萬<0.1%+1,458新進–
FHNFirst Horizon CorpCOM2,950$4.58 萬<0.1%−848−22.3%減碼歷史
PTCPTC Inc.Stock253$4.57 萬<0.1%−222−46.7%減碼歷史
BLEBlackRock Municipal Income Trust IICOM4,054$4.56 萬<0.1%00.0%不變歷史
iShares Tr46429B333GNMA BOND ETF1,019$4.56 萬<0.1%−3−0.3%減碼–
SLFSun Life Financial IncCOM785$4.55 萬<0.1%−3,498−81.7%減碼歷史
EXRExtra Space Storage Inc.COM251$4.53 萬<0.1%+31+14.1%加碼歷史
FLOFlowers Foods IncCOM1,953$4.51 萬<0.1%−1,501−43.5%減碼歷史
MBLYMobileye Global Inc.Stock3,282$4.50 萬<0.1%−537−14.1%減碼歷史
DXCMDexcom IncCOM670$4.49 萬<0.1%−394−37.0%減碼歷史
iShares Tr46436E601ESG MSCI EM LDRS892$4.49 萬<0.1%−272−23.4%減碼–
BCEBce IncCOM NEW1,284$4.47 萬<0.1%+59+4.8%加碼歷史
LVSLas Vegas Sands CorpCOM885$4.46 萬<0.1%−507−36.4%減碼歷史
WisdomTree Tr97717W109US TOTAL DIVIDND578$4.43 萬<0.1%+578新進–
LNCLincoln National CorpCOM1,405$4.43 萬<0.1%−32−2.2%減碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP498$4.42 萬<0.1%+84+20.3%加碼歷史
TROWPrice T Rowe Group IncStock402$4.38 萬<0.1%−28−6.5%減碼歷史
MMacy's, Inc.COM2,789$4.38 萬<0.1%−3,456−55.3%減碼歷史
AALAmerican Airlines Group Inc.Stock3,891$4.37 萬<0.1%−19,803−83.6%減碼歷史
OROR Royalties Inc.COM2,348$4.35 萬<0.1%+359+18.0%加碼歷史
OGSONE Gas, Inc.COM581$4.32 萬<0.1%00.0%不變歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.32 萬<0.1%00.0%不變歷史
SNASnap-on IncCOM149$4.32 萬<0.1%00.0%不變歷史
UFPIUfp Industries IncCOM327$4.29 萬<0.1%+16+5.1%加碼歷史
KNFKnife River CorpStock477$4.26 萬<0.1%+238+99.6%加碼歷史
EWBCEast West Bancorp IncCOM514$4.25 萬<0.1%−67−11.5%減碼歷史
RJFRaymond James Financial IncCOM346$4.23 萬<0.1%+98+39.5%加碼歷史
APTVAptiv PLCSHS587$4.23 萬<0.1%−662−53.0%減碼歷史
NWGNatWest Group plcSPONS ADR4,515$4.23 萬<0.1%+502+12.5%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$4.21 萬<0.1%00.0%不變歷史
FTSFortis Inc.COM925$4.20 萬<0.1%+143+18.3%加碼歷史
SANMSanmina CorpCOM608$4.16 萬<0.1%00.0%不變歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF1,312$4.15 萬<0.1%+830+172.2%加碼–
SPXCSPX Technologies, Inc.COM260$4.15 萬<0.1%00.0%不變歷史
CMCCommercial Metals CoStock750$4.12 萬<0.1%−16−2.1%減碼歷史
iShares Tr464288851US OIL GS EX ETF450$4.12 萬<0.1%00.0%不變–
WBSWebster Financial CorpCOM882$4.11 萬<0.1%+14+1.6%加碼歷史
IOVAIovance Biotherapeutics, Inc.COM4,359$4.09 萬<0.1%−2,250−34.0%減碼歷史
VTRVentas, Inc.REIT637$4.08 萬<0.1%+30+4.9%加碼歷史
GWREGuidewire Software, Inc.COM223$4.08 萬<0.1%+18+8.8%加碼歷史
LSTRLandstar System IncCOM216$4.08 萬<0.1%−266−55.2%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF504$4.07 萬<0.1%00.0%不變–
RLAYRelay Therapeutics, Inc.COM5,750$4.07 萬<0.1%00.0%不變歷史
EMBJEmbraer S.A.ADR1,150$4.07 萬<0.1%+63+5.8%加碼歷史
iShares Tr46432F388MSCI USA VALUE372$4.06 萬<0.1%00.0%不變–
PPLPPL CorpCOM1,226$4.06 萬<0.1%+83+7.3%加碼歷史
MDBMongoDB, Inc.CL A150$4.06 萬<0.1%−70−31.8%減碼歷史
GILGildan Activewear Inc.Stock860$4.05 萬<0.1%−1,078−55.6%減碼歷史
ANSSAnsys IncCOM127$4.05 萬<0.1%+17+15.5%加碼歷史
DRDDrdgold LtdSPON ADR REPSTG4,173$4.02 萬<0.1%−356−7.9%減碼歷史
CPCanadian Pacific Kansas City LtdCOM469$4.01 萬<0.1%+138+41.7%加碼歷史
BMBLBumble Inc.COM CL A6,238$3.98 萬<0.1%+1,380+28.4%加碼歷史
NGVTIngevity CorpCOM1,014$3.95 萬<0.1%+1,000+7,142.9%加碼歷史
TELFYTelefonica S ASPONSORED ADR8,110$3.94 萬<0.1%+1,631+25.2%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,499$3.94 萬<0.1%−68−4.3%減碼–
TPHTri Pointe Homes, Inc.COM869$3.94 萬<0.1%00.0%不變歷史
MTHMeritage Homes CORPCOM192$3.94 萬<0.1%−245−56.1%減碼歷史
LOPEGrand Canyon Education, Inc.COM277$3.93 萬<0.1%−396−58.8%減碼歷史
SLMSLM CorpCOM1,717$3.93 萬<0.1%00.0%不變歷史
YETIYETI Holdings, Inc.COM957$3.93 萬<0.1%−12−1.2%減碼歷史
Golden Ocean Group LtdG39637205SHS NEW2,934$3.93 萬<0.1%−6,236−68.0%減碼–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$3.93 萬<0.1%00.0%不變–
LUMNLumen Technologies, Inc.Stock5,510$3.91 萬<0.1%+4,305+357.3%加碼歷史
AEEAmeren CorpCOM446$3.90 萬<0.1%−1−0.2%減碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.90 萬<0.1%00.0%不變歷史
ACAArcosa, Inc.COM410$3.89 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM907$3.89 萬<0.1%−30−3.2%減碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,008$3.88 萬<0.1%−309−23.5%減碼–
Vanguard Financials ETF92204A405ETF353$3.88 萬<0.1%00.0%不變–
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$3.88 萬<0.1%+2,461新進歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,133$3.87 萬<0.1%+33+1.1%加碼–
TRIThomson Reuters CorpCOM NO PAR225$3.84 萬<0.1%+43+23.6%加碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,191$3.83 萬<0.1%+2+0.2%加碼–
CRBGCorebridge Financial, Inc.COM1,313$3.83 萬<0.1%−269−17.0%減碼歷史
PBHPrestige Consumer Healthcare Inc.COM531$3.83 萬<0.1%+2+0.4%加碼歷史
GNTXGentex CorpCOM1,287$3.82 萬<0.1%−54−4.0%減碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,019$3.78 萬<0.1%00.0%不變–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,530$3.78 萬<0.1%+11+0.7%加碼歷史
ESEEsco Technologies IncCOM292$3.77 萬<0.1%+16+5.8%加碼歷史
ELEstee Lauder Companies IncCL A377$3.76 萬<0.1%+120+46.7%加碼歷史
CPACopa Holdings, S.A.CL A400$3.76 萬<0.1%+138+52.7%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT5,876$3.75 萬<0.1%+183+3.2%加碼歷史
MOHMolina Healthcare, Inc.COM108$3.72 萬<0.1%−13−10.7%減碼歷史
LNWOLight & Wonder, Inc.COM409$3.71 萬<0.1%00.0%不變歷史
MOG.AMoog Inc.CL A183$3.70 萬<0.1%+23+14.4%加碼歷史
ETSYEtsy IncCOM665$3.69 萬<0.1%+339+104.0%加碼歷史
BIIBBiogen Inc.COM190$3.68 萬<0.1%−34−15.2%減碼歷史
ABGAsbury Automotive Group IncCOM154$3.67 萬<0.1%−79−33.9%減碼歷史
FOXFox CorpCL B COM944$3.66 萬<0.1%+161+20.6%加碼歷史
iShares Tr46435G102CONV BD ETF438$3.66 萬<0.1%+115+35.6%加碼–
RELYRemitly Global, Inc.COM2,733$3.66 萬<0.1%+936+52.1%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD10,448$3.66 萬<0.1%−5,260−33.5%減碼歷史
WDSWoodside Energy Group LtdADR2,121$3.66 萬<0.1%−1,186−35.9%減碼歷史

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