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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
ETF Ser Solutions26922A321DISTILLATE US506$2.87 萬<0.1%+506新進–
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$2.87 萬<0.1%00.0%不變歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ477$2.86 萬<0.1%−4−0.8%減碼–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS647$2.86 萬<0.1%+220+51.5%加碼歷史
FNVFranco Nevada CorpStock230$2.86 萬<0.1%+32+16.2%加碼歷史
DOXAmdocs LtdSHS326$2.85 萬<0.1%+41+14.4%加碼歷史
RUNSunrun Inc.COM1,579$2.85 萬<0.1%−150−8.7%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF343$2.85 萬<0.1%00.0%不變–
SCIService Corp InternationalCOM361$2.85 萬<0.1%+40+12.5%加碼歷史
HOPEHope Bancorp IncCOM2,266$2.85 萬<0.1%00.0%不變歷史
FLEXFlex Ltd.Stock849$2.84 萬<0.1%+1+0.1%加碼歷史
XYZBlock, Inc.CL A422$2.83 萬<0.1%−139−24.8%減碼歷史
RDYDr Reddys Laboratories LtdADR356$2.83 萬<0.1%−18−4.8%減碼歷史
BROBrown & Brown, Inc.Stock273$2.83 萬<0.1%+61+28.8%加碼歷史
EQTEQT CorpStock771$2.83 萬<0.1%−701−47.6%減碼歷史
CROXCrocs, Inc.COM195$2.82 萬<0.1%+16+8.9%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT2,088$2.82 萬<0.1%00.0%不變歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF340$2.82 萬<0.1%00.0%不變–
FCNFti Consulting, IncCOM124$2.82 萬<0.1%+75+153.1%加碼歷史
IVZInvesco Ltd.Stock1,601$2.81 萬<0.1%−709−30.7%減碼歷史
SSLSasol LtdSPONSORED ADR4,157$2.81 萬<0.1%−206−4.7%減碼歷史
ITRIItron, Inc.COM263$2.81 萬<0.1%−5−1.9%減碼歷史
Schwab International Small-Cap Equity ETF808524888ETF729$2.81 萬<0.1%00.0%不變–
DPZDominos Pizza IncCOM65$2.80 萬<0.1%+8+14.0%加碼歷史
XPOXPO, Inc.COM260$2.80 萬<0.1%+15+6.1%加碼歷史
ABCBAmeris BancorpCOM447$2.79 萬<0.1%+91+25.6%加碼歷史
ACGLArch Capital Group Ltd.Stock249$2.79 萬<0.1%+31+14.2%加碼歷史
TAPMolson Coors Beverage CoCL B484$2.78 萬<0.1%+9+1.9%加碼歷史
Tidal Trust I886364645SONICSHARES GBL783$2.78 萬<0.1%00.0%不變–
AWKAmerican Water Works Company, Inc.Stock190$2.78 萬<0.1%+56+41.8%加碼歷史
WALWestern Alliance BancorporationCOM321$2.78 萬<0.1%−559−63.5%減碼歷史
SYFSynchrony FinancialCOM553$2.76 萬<0.1%−40−6.7%減碼歷史
Global X FDS37954Y657US PFD ETF1,324$2.75 萬<0.1%+13+1.0%加碼–
FTREFortrea Holdings Inc.COMMON STOCK1,375$2.75 萬<0.1%−45−3.2%減碼歷史
RVTRoyce Small-Cap Trust, Inc.COM1,750$2.75 萬<0.1%+1,750新進歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.72 萬<0.1%00.0%不變–
SLVMSylvamo CorpCOMMON STOCK316$2.71 萬<0.1%−946−75.0%減碼歷史
DINOHF Sinclair CorpCOM607$2.71 萬<0.1%−546−47.4%減碼歷史
TIMBTim S.A.SPONSORED ADR1,571$2.71 萬<0.1%−35−2.2%減碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock278$2.70 萬<0.1%+265+2,038.5%加碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,875$2.69 萬<0.1%00.0%不變歷史
TSEMTower Semiconductor LtdSHS NEW605$2.68 萬<0.1%−748−55.3%減碼歷史
TNLTravel & Leisure Co.COM581$2.68 萬<0.1%−12−2.0%減碼歷史
ALKAlaska Air Group, Inc.COM591$2.67 萬<0.1%+66+12.6%加碼歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$2.67 萬<0.1%+300新進–
HOLXHologic IncCOM326$2.66 萬<0.1%+17+5.5%加碼歷史
PLUSEplus IncCOM270$2.66 萬<0.1%00.0%不變歷史
WESTWestrock Coffee CoCOM4,054$2.64 萬<0.1%+534+15.2%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR1,330$2.63 萬<0.1%+431+47.9%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US377$2.61 萬<0.1%+1+0.3%加碼–
OMABCentral North Airport GroupSPON ADR383$2.60 萬<0.1%−195−33.7%減碼歷史
LXFRLuxfer Holdings PLCSHS2,005$2.60 萬<0.1%+201+11.1%加碼歷史
GHGuardant Health, Inc.COM1,131$2.59 萬<0.1%−50−4.2%減碼歷史
NBIXNeurocrine Biosciences IncStock225$2.59 萬<0.1%+49+27.8%加碼歷史
TGNATegna IncCOM1,642$2.59 萬<0.1%+249+17.9%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM2,890$2.59 萬<0.1%+999+52.8%加碼歷史
ALEAllete IncCOM NEW403$2.59 萬<0.1%+26+6.9%加碼歷史
Amplify ETF Tr032108631AMPLIFY ALTERNAT7,806$2.58 萬<0.1%+7,806新進–
BVNBuenaventura Mining Co IncSPONSORED ADR1,866$2.58 萬<0.1%−843−31.1%減碼歷史
PRMWPrimo Water CorpCOM1,022$2.58 萬<0.1%+251+32.6%加碼歷史
KNKnowles CorpCOM1,426$2.57 萬<0.1%+143+11.1%加碼歷史
SKYWSkywest IncCOM302$2.57 萬<0.1%−14−4.4%減碼歷史
AGOAssured Guaranty LtdCOM322$2.56 萬<0.1%−6−1.8%減碼歷史
SNEXStoneX Group Inc.COM312$2.55 萬<0.1%00.0%不變歷史
Chiron Real Estate Inc.37954A204COM NEW2,570$2.55 萬<0.1%+2,000+350.9%加碼–
NUVBNuvation Bio Inc.COM CL A11,095$2.54 萬<0.1%00.0%不變歷史
ASOAcademy Sports & Outdoors, Inc.COM434$2.53 萬<0.1%−470−52.0%減碼歷史
SOHUSohu.com LtdSPONSORED ADS1,605$2.53 萬<0.1%+299+22.9%加碼歷史
TXRHTexas Roadhouse, Inc.COM143$2.53 萬<0.1%−76−34.7%減碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,326$2.52 萬<0.1%−2,594−66.2%減碼歷史
Flexshares Tr33939L779DISCP DUR MBS1,201$2.52 萬<0.1%−2,120−63.8%減碼–
BSTBlackRock Science & Technology TrustSHS710$2.52 萬<0.1%00.0%不變歷史
JBLUJetBlue Airways CorpCOM3,834$2.52 萬<0.1%+10.0%加碼歷史
CVECenovus Energy Inc.COM1,496$2.50 萬<0.1%+211+16.4%加碼歷史
YUMCYum China Holdings, Inc.COM554$2.49 萬<0.1%+167+43.2%加碼歷史
HRLHormel Foods CorpCOM787$2.49 萬<0.1%+19+2.5%加碼歷史
CUZCousins Properties IncCOM NEW846$2.49 萬<0.1%−699−45.2%減碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH1,140$2.49 萬<0.1%00.0%不變–
CSGPCostar Group, Inc.COM330$2.49 萬<0.1%+50+17.9%加碼歷史
GLNGGolar LNG LtdSHS677$2.49 萬<0.1%−1,050−60.8%減碼歷史
VRSNVerisign IncCOM131$2.49 萬<0.1%+25+23.6%加碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT392$2.49 萬<0.1%00.0%不變歷史
DAYDayforce, Inc.COM406$2.49 萬<0.1%+30+8.0%加碼歷史
NWLNewell Brands Inc.Stock3,232$2.48 萬<0.1%+1,386+75.1%加碼歷史
BBWIBath & Body Works, Inc.COM777$2.48 萬<0.1%−134−14.7%減碼歷史
LEALear CorpCOM NEW227$2.48 萬<0.1%−39−14.7%減碼歷史
PHINPhinia Inc.COMMON STOCK538$2.48 萬<0.1%00.0%不變歷史
MEOHMethanex CorpCOM596$2.46 萬<0.1%−1,314−68.8%減碼歷史
NNNNNN REIT, Inc.REIT504$2.44 萬<0.1%−1,068−67.9%減碼歷史
RCIRogers Communications IncCL B607$2.44 萬<0.1%−556−47.8%減碼歷史
CPAYCorpay, Inc.COM SHS78$2.44 萬<0.1%+13+20.0%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.44 萬<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM270$2.43 萬<0.1%−20−6.9%減碼歷史
WisdomTree Tr97717W315EMER MKT HIGH FD550$2.42 萬<0.1%+550新進–
SPDR Series Trust78464A664ST LON TREAS ETF831$2.42 萬<0.1%+4+0.5%加碼–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.41 萬<0.1%00.0%不變歷史
KRPKimbell Royalty Partners, LPUNIT1,500$2.41 萬<0.1%00.0%不變歷史
VETVermilion Energy Inc.COM2,468$2.41 萬<0.1%−1,349−35.3%減碼歷史
WCCWesco International IncCOM143$2.40 萬<0.1%−263−64.8%減碼歷史
EMNEastman Chemical CoStock214$2.40 萬<0.1%+11+5.4%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