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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
TOLToll Brothers, Inc.COM104$1.61 萬<0.1%+24+30.0%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF350$1.60 萬<0.1%00.0%不變–
iShares Tr46432F875MRNGSTR INC ETF769$1.59 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$1.58 萬<0.1%+400新進–
PATHUiPath, Inc.Stock1,232$1.58 萬<0.1%−2,444−66.5%減碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.58 萬<0.1%00.0%不變歷史
TYLTyler Technologies IncCOM27$1.58 萬<0.1%+15+125.0%加碼歷史
Goldman Sachs ETF Tr381430479ACCESS INVT GR333$1.58 萬<0.1%+107+47.3%加碼–
WisdomTree Tr97717W281EMG MKTS SMCAP293$1.57 萬<0.1%00.0%不變–
WisdomTree Tr97717W604US SMALLCAP DIVD456$1.57 萬<0.1%00.0%不變–
QGENQiagen N.V.Stock345$1.57 萬<0.1%+242+235.0%加碼歷史
SBRSabine Royalty TrustUNIT BEN INT255$1.57 萬<0.1%+255新進歷史
HIMXHimax Technologies, Inc.SPONSORED ADR2,853$1.57 萬<0.1%−497−14.8%減碼歷史
UGPUltrapar Holdings IncSP ADR REP COM4,044$1.57 萬<0.1%+283+7.5%加碼歷史
VIAVViavi Solutions Inc.COM1,738$1.57 萬<0.1%+138+8.6%加碼歷史
CALMCal-Maine Foods IncCOM NEW209$1.56 萬<0.1%+7+3.5%加碼歷史
JEFJefferies Financial Group Inc.COM254$1.56 萬<0.1%+25+10.9%加碼歷史
WFGWest Fraser Timber Co., LtdCOM160$1.56 萬<0.1%−421−72.5%減碼歷史
SIGSignet Jewelers LtdSHS151$1.56 萬<0.1%−28−15.6%減碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK489$1.55 萬<0.1%+331+209.5%加碼–
MNSOMINISO Group Holding LtdSPONSORED ADS884$1.55 萬<0.1%+384+76.8%加碼歷史
FMCFMC CorpCOM NEW235$1.55 萬<0.1%00.0%不變歷史
BGBunge Global SACOM SHS160$1.55 萬<0.1%−198−55.3%減碼歷史
KRGKite Realty Group TrustCOM NEW581$1.54 萬<0.1%00.0%不變歷史
GOLFAcushnet Holdings Corp.COM242$1.54 萬<0.1%+38+18.6%加碼歷史
CASYCaseys General Stores IncCOM41$1.54 萬<0.1%+3+7.9%加碼歷史
MATXMatson, Inc.COM108$1.54 萬<0.1%+6+5.9%加碼歷史
SMPLSimply Good Foods CoCOM443$1.54 萬<0.1%−1,323−74.9%減碼歷史
REYNReynolds Consumer Products Inc.COM495$1.54 萬<0.1%+22+4.7%加碼歷史
OGEOGE Energy Corp.COM375$1.54 萬<0.1%−412−52.4%減碼歷史
ETF Ser Solutions26922A388APTUS DEFINED541$1.53 萬<0.1%+541新進–
WTMWhite Mountains Insurance Group LtdCOM9$1.53 萬<0.1%00.0%不變歷史
iShares Tr464288513IBOXX HI YD ETF190$1.53 萬<0.1%00.0%不變–
VIPSVipshop Holdings LtdSPONSORED ADS A968$1.52 萬<0.1%+185+23.6%加碼歷史
GSLGlobal Ship Lease, Inc.COM CL A571$1.52 萬<0.1%+36+6.7%加碼歷史
KMPRKEMPER CorpCOM248$1.52 萬<0.1%+8+3.3%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A93$1.51 萬<0.1%+14+17.7%加碼歷史
EVHEvolent Health, Inc.CL A535$1.51 萬<0.1%+163+43.8%加碼歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$1.51 萬<0.1%00.0%不變–
BCBrunswick CorpCOM180$1.51 萬<0.1%−4−2.2%減碼歷史
LPXLouisiana-Pacific CorpCOM140$1.51 萬<0.1%+22+18.6%加碼歷史
ENVEnvestnet, Inc.COM240$1.50 萬<0.1%+86+55.8%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF588$1.50 萬<0.1%+5+0.9%加碼–
MANUManchester United plcORD CL A921$1.49 萬<0.1%00.0%不變歷史
HCMHUTCHMED (China) LtdSPONSORED ADS763$1.49 萬<0.1%+83+12.2%加碼歷史
PORPortland General Electric CoCOM NEW311$1.49 萬<0.1%−743−70.5%減碼歷史
RBLXRoblox CorpStock336$1.49 萬<0.1%+77+29.7%加碼歷史
CBZCBIZ, Inc.COM221$1.49 萬<0.1%−19−7.9%減碼歷史
RRXRegal Rexnord CorpCOM89$1.48 萬<0.1%+11+14.1%加碼歷史
HCPHashiCorp, Inc.COM CL A436$1.48 萬<0.1%+417+2,194.7%加碼歷史
DACDanaos CorpSHS170$1.47 萬<0.1%+54+46.6%加碼歷史
PBIPitney Bowes IncCOM2,064$1.47 萬<0.1%+259+14.3%加碼歷史
Copel-ADR20441B605ADR1,978$1.47 萬<0.1%+870+78.5%加碼–
BEPCBrookfield Renewable CorpCL A SUB VTG449$1.47 萬<0.1%+80+21.7%加碼歷史
DEIDouglas Emmett IncCOM832$1.46 萬<0.1%+39+4.9%加碼歷史
PRIPrimerica, Inc.Stock55$1.46 萬<0.1%+32+139.1%加碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT730$1.45 萬<0.1%+34+4.9%加碼歷史
WGOWinnebago Industries IncCOM249$1.45 萬<0.1%−44−15.0%減碼歷史
SILASila Realty Trust, Inc.COMMON STOCK570$1.44 萬<0.1%−543−48.8%減碼歷史
HEIHeico CorpCOM55$1.44 萬<0.1%+5+10.0%加碼歷史
KWKennedy-Wilson Holdings, Inc.COM1,300$1.44 萬<0.1%00.0%不變歷史
NTNXNutanix, Inc.Stock241$1.43 萬<0.1%+48+24.9%加碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME406$1.42 萬<0.1%00.0%不變–
Atlantica Sustainable Infr PG0751N103SHS648$1.42 萬<0.1%+1+0.2%加碼–
MIRMMirum Pharmaceuticals, Inc.COM365$1.42 萬<0.1%00.0%不變歷史
SQSPSquarespace, Inc.CLASS A306$1.42 萬<0.1%+28+10.1%加碼歷史
SWBISmith & Wesson Brands, Inc.COM1,091$1.42 萬<0.1%+1,000+1,098.9%加碼歷史
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT5,801$1.42 萬<0.1%+5,801新進歷史
THSTreeHouse Foods, Inc.COM337$1.41 萬<0.1%00.0%不變歷史
EXEExpand Energy CorpCOM172$1.41 萬<0.1%−63−26.8%減碼歷史
ROCKGibraltar Industries, Inc.COM202$1.41 萬<0.1%00.0%不變歷史
NWNNorthwest Natural Holding CoCOM346$1.41 萬<0.1%00.0%不變歷史
HCCWarrior Met Coal, Inc.COM221$1.41 萬<0.1%−3−1.3%減碼歷史
FETForum Energy Technologies, Inc.COM908$1.40 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM1,904$1.40 萬<0.1%+74+4.0%加碼歷史
LTCLTC Properties IncREIT380$1.39 萬<0.1%00.0%不變歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B852$1.39 萬<0.1%−323−27.5%減碼歷史
BAPCredicorp LtdCOM77$1.39 萬<0.1%−2−2.5%減碼歷史
BTGB2GOLD CorpCOM4,519$1.39 萬<0.1%−21,573−82.7%減碼歷史
PEverpure, Inc.CL A277$1.39 萬<0.1%−21−7.0%減碼歷史
CWKCushman & Wakefield Ltd.SHS1,020$1.39 萬<0.1%−5−0.5%減碼歷史
BCOBrinks CoCOM120$1.39 萬<0.1%+4+3.4%加碼歷史
ASRSoutheast Airport GroupSPON ADR SER B49$1.39 萬<0.1%−19−27.9%減碼歷史
LBRTLiberty Energy Inc.COM CL A725$1.38 萬<0.1%+24+3.4%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW407$1.38 萬<0.1%00.0%不變歷史
NHCNational Healthcare CorpCOM110$1.38 萬<0.1%+59+115.7%加碼歷史
AXTAAxalta Coating Systems Ltd.COM382$1.38 萬<0.1%+51+15.4%加碼歷史
BWABorgwarner IncCOM380$1.38 萬<0.1%−9−2.3%減碼歷史
MMSMaximus, Inc.COM148$1.38 萬<0.1%+7+5.0%加碼歷史
JJSFJ&J Snack Foods CorpCOM80$1.38 萬<0.1%+12+17.6%加碼歷史
DLBDolby Laboratories, Inc.COM CL A179$1.37 萬<0.1%−3,104−94.5%減碼歷史
RXORXO, Inc.COMMON STOCK489$1.37 萬<0.1%00.0%不變歷史
SSRMSSR Mining Inc.Stock2,404$1.37 萬<0.1%−1,458−37.8%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF67$1.36 萬<0.1%−1−1.5%減碼–
ESABESAB CorpCOM128$1.36 萬<0.1%+16+14.3%加碼歷史
DLXDeluxe CorpCOM698$1.36 萬<0.1%00.0%不變歷史
FSLYFastly, Inc.CL A1,795$1.36 萬<0.1%+713+65.9%加碼歷史
Paramount Global92556H206CL B1,279$1.36 萬<0.1%+242+23.3%加碼–
TDSTelephone & Data Systems IncCOM NEW584$1.36 萬<0.1%+192+49.0%加碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR179$1.36 萬<0.1%+63+54.3%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