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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
LNTHLantheus Holdings, Inc.Stock333$3.65 萬<0.1%−8−2.3%減碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF1,185$3.65 萬<0.1%00.0%不變–
Pacer FDS Tr69374H402US EXPORT LEAD720$3.63 萬<0.1%+720新進–
MFGMizuho Financial Group IncSPONSORED ADR8,639$3.61 萬<0.1%+693+8.7%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY1,209$3.59 萬<0.1%−388−24.3%減碼歷史
WIXWix.com Ltd.SHS215$3.59 萬<0.1%+5+2.4%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF665$3.59 萬<0.1%00.0%不變–
NTLAIntellia Therapeutics, Inc.COM1,747$3.59 萬<0.1%−6−0.3%減碼歷史
CBOECboe Global Markets, Inc.COM175$3.59 萬<0.1%+7+4.2%加碼歷史
VTRSViatris IncStock3,086$3.58 萬<0.1%+381+14.1%加碼歷史
LBTYALiberty Global Ltd.COM CL A1,693$3.57 萬<0.1%+148+9.6%加碼歷史
HWCHancock Whitney CorpCOM696$3.56 萬<0.1%−689−49.7%減碼歷史
BEKEKE Holdings Inc.SPONSORED ADS1,783$3.55 萬<0.1%+537+43.1%加碼歷史
MANHManhattan Associates IncStock126$3.55 萬<0.1%+15+13.5%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF352$3.54 萬<0.1%−72−17.0%減碼–
SRTAStrata Critical Medical, Inc.CL A COM12,000$3.53 萬<0.1%00.0%不變歷史
VOXXVOXX International CorpCL A5,540$3.52 萬<0.1%+5,115+1,203.5%加碼歷史
CMRECostamare Inc.SHS2,240$3.52 萬<0.1%+781+53.5%加碼歷史
NOKNokia CorpSPONSORED ADR8,051$3.52 萬<0.1%+1,471+22.4%加碼歷史
PHMPultegroup IncCOM245$3.52 萬<0.1%+43+21.3%加碼歷史
SKXSkechers USA IncCL A525$3.51 萬<0.1%+7+1.4%加碼歷史
JAZZJazz Pharmaceuticals plcSHS USD315$3.51 萬<0.1%+42+15.4%加碼歷史
WYNNWynn Resorts LtdCOM365$3.50 萬<0.1%+11+3.1%加碼歷史
AVAAvista CorpCOM901$3.49 萬<0.1%+35+4.0%加碼歷史
CPNGCoupang, Inc.CL A1,418$3.48 萬<0.1%+249+21.3%加碼歷史
NETCloudflare, Inc.CL A COM430$3.48 萬<0.1%+89+26.1%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF384$3.47 萬<0.1%+384新進–
FOXAFox CorpCL A COM810$3.43 萬<0.1%−253−23.8%減碼歷史
WNSWNS (Holdings) LtdCOM SHS650$3.43 萬<0.1%+127+24.3%加碼歷史
OLNOLIN CorpStock713$3.42 萬<0.1%+159+28.7%加碼歷史
ULSUL Solutions Inc.CLASS A COM SHS693$3.42 萬<0.1%+1+0.1%加碼歷史
RDNRadian Group IncCOM985$3.42 萬<0.1%+16+1.7%加碼歷史
CIGIColliers International Group Inc.SUB VTG SHS225$3.42 萬<0.1%−105−31.8%減碼歷史
ESNTEssent Group Ltd.COM530$3.41 萬<0.1%+9+1.7%加碼歷史
FFIVF5, Inc.Stock154$3.39 萬<0.1%+27+21.3%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,365$3.38 萬<0.1%+291+27.1%加碼歷史
CECelanese CorpStock248$3.38 萬<0.1%00.0%不變歷史
NMIHNMI Holdings, Inc.COM819$3.37 萬<0.1%+14+1.7%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.37 萬<0.1%00.0%不變–
Schwab Fundamental U.S. Small Company ETF808524763ETF565$3.37 萬<0.1%00.0%不變–
JBHTHunt J B Transport Services IncCOM195$3.36 萬<0.1%+2+1.0%加碼歷史
INGRIngredion IncCOM244$3.36 萬<0.1%−64−20.8%減碼歷史
TXTernium S.A.SPONSORED ADS909$3.36 萬<0.1%−760−45.5%減碼歷史
EATBrinker International, IncStock438$3.35 萬<0.1%00.0%不變歷史
MGMMGM Resorts InternationalStock845$3.30 萬<0.1%−54−6.0%減碼歷史
RHIRobert Half Inc.COM490$3.30 萬<0.1%−344−41.2%減碼歷史
UTHRUnited Therapeutics CorpCOM92$3.30 萬<0.1%−35−27.6%減碼歷史
XYLXylem Inc.COM244$3.29 萬<0.1%+30+14.0%加碼歷史
AEMAgnico Eagle Mines LtdStock408$3.29 萬<0.1%+32+8.5%加碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$3.29 萬<0.1%00.0%不變–
MPLXMPLX LPCOM UNIT REP LTD735$3.27 萬<0.1%−175−19.2%減碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B782$3.26 萬<0.1%+251+47.3%加碼歷史
AGRAvangrid, Inc.COM910$3.26 萬<0.1%+248+37.5%加碼歷史
CHWCalamos Global Dynamic Income FundCOM4,523$3.24 萬<0.1%+29+0.6%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR718$3.24 萬<0.1%−15−2.0%減碼依 5 比 2 拆股換算歷史
SOLVSolventum CorpStock464$3.23 萬<0.1%+58+14.3%加碼歷史
INCYIncyte CorpCOM488$3.23 萬<0.1%−241−33.1%減碼歷史
ELMEElme CommunitiesSH BEN INT1,832$3.22 萬<0.1%00.0%不變歷史
ASNDAscendis Pharma A/SSPONSORED ADR215$3.21 萬<0.1%+1+0.5%加碼歷史
SJMJ M SMUCKER CoStock264$3.20 萬<0.1%−10−3.6%減碼歷史
TACTransalta CorpCOM3,067$3.18 萬<0.1%+465+17.9%加碼歷史
MNDYmonday.com Ltd.SHS114$3.17 萬<0.1%+7+6.5%加碼歷史
NTESNetEase, Inc.SPONSORED ADS338$3.16 萬<0.1%−19−5.3%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM623$3.16 萬<0.1%−172−21.6%減碼歷史
OKTAOkta, Inc.CL A424$3.15 萬<0.1%−1,671−79.8%減碼歷史
UNMUnum GroupStock529$3.14 萬<0.1%−74−12.3%減碼歷史
QRVOQorvo, Inc.Stock303$3.13 萬<0.1%+46+17.9%加碼歷史
CRTOCriteo S.A.SPONS ADS769$3.09 萬<0.1%−625−44.8%減碼歷史
XPXP Inc.CL A1,723$3.09 萬<0.1%−806−31.9%減碼歷史
EVRGEvergy, Inc.Stock497$3.08 萬<0.1%−162−24.6%減碼歷史
AXSAxis Capital Holdings LtdSHS386$3.07 萬<0.1%−347−47.3%減碼歷史
MLRMiller Industries IncCOM NEW503$3.07 萬<0.1%−39−7.2%減碼歷史
CARAvis Budget Group, Inc.COM350$3.07 萬<0.1%00.0%不變歷史
JDJD.com, Inc.SPON ADS CL A766$3.06 萬<0.1%+50+7.0%加碼歷史
CADECadence BancorporationEQUITY US CM961$3.06 萬<0.1%−198−17.1%減碼歷史
DNBDun & Bradstreet Holdings, Inc.COM2,654$3.05 萬<0.1%+121+4.8%加碼歷史
HBMHudbay Minerals Inc.COM3,283$3.02 萬<0.1%+152+4.9%加碼歷史
BMIBadger Meter IncCOM138$3.01 萬<0.1%00.0%不變歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$2.99 萬<0.1%−419−29.8%減碼–
NOVNOV Inc.COM1,873$2.99 萬<0.1%+135+7.8%加碼歷史
MDUMdu Resources Group IncStock1,090$2.99 萬<0.1%+955+707.4%加碼歷史
SNAPSnap IncStock2,792$2.99 萬<0.1%+141+5.3%加碼歷史
MYDBlackRock Muniyield Fund, Inc.COM2,609$2.98 萬<0.1%00.0%不變歷史
EDConsolidated Edison IncStock286$2.98 萬<0.1%+79+38.2%加碼歷史
MLKNMillerknoll, Inc.COM1,201$2.97 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.97 萬<0.1%00.0%不變–
STEPStepStone Group Inc.COM CL A522$2.97 萬<0.1%+10+2.0%加碼歷史
JNPRJuniper Networks IncCOM760$2.96 萬<0.1%+196+34.8%加碼歷史
AKAMAkamai Technologies IncCOM293$2.96 萬<0.1%+55+23.1%加碼歷史
PODDInsulet CorpStock127$2.96 萬<0.1%−96−43.0%減碼歷史
RIVNRivian Automotive, Inc.Stock2,622$2.94 萬<0.1%−108−4.0%減碼歷史
WSTWest Pharmaceutical Services IncCOM98$2.94 萬<0.1%−145−59.7%減碼歷史
AAONAaon, Inc.COM PAR $0.004272$2.93 萬<0.1%+21+8.4%加碼歷史
WATWaters CorpCOM81$2.92 萬<0.1%+10+14.1%加碼歷史
SMBKSmartfinancial Inc.COM NEW1,000$2.91 萬<0.1%00.0%不變歷史
GLGlobe Life Inc.COM275$2.91 萬<0.1%+50+22.2%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,302$2.91 萬<0.1%+40+1.8%加碼歷史
CVSACovista Inc.COM383$2.89 萬<0.1%00.0%不變歷史
KFYKorn FerryCOM NEW383$2.88 萬<0.1%−5−1.3%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF566$2.87 萬<0.1%+1+0.2%加碼–

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