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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
HRBH&R Block IncCOM175$1.11 萬<0.1%−278−61.4%減碼歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$1.11 萬<0.1%00.0%不變–
ENREnergizer Holdings, Inc.COM349$1.11 萬<0.1%00.0%不變歷史
INVAInnoviva, Inc.COM574$1.11 萬<0.1%00.0%不變歷史
NMFCNew Mountain Finance CorpCOM925$1.11 萬<0.1%00.0%不變歷史
BHEBenchmark Electronics IncCOM250$1.11 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG376$1.11 萬<0.1%−522−58.1%減碼–
BIOBio-Rad Laboratories, Inc.CL A33$1.10 萬<0.1%+7+26.9%加碼歷史
BJRIBJs RESTAURANTS INCCOM338$1.10 萬<0.1%00.0%不變歷史
HSTHost Hotels & Resorts, Inc.COM625$1.10 萬<0.1%+43+7.4%加碼歷史
MACMacerich CoCOM603$1.10 萬<0.1%00.0%不變歷史
MGAMagna International IncCOM267$1.10 萬<0.1%−89−25.0%減碼歷史
BHFBrighthouse Financial, Inc.COM243$1.09 萬<0.1%00.0%不變歷史
PINCPremier, Inc.CL A547$1.09 萬<0.1%+53+10.7%加碼歷史
PENNPENN Entertainment, Inc.COM579$1.09 萬<0.1%+404+230.9%加碼歷史
ASTHAstrana Health, Inc.COM NEW188$1.09 萬<0.1%00.0%不變歷史
CTRECareTrust REIT, Inc.COM352$1.09 萬<0.1%+45+14.7%加碼歷史
CVBFCVB Financial CorpCOM609$1.09 萬<0.1%00.0%不變歷史
AXSMAxsome Therapeutics, Inc.COM120$1.08 萬<0.1%+2+1.7%加碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF300$1.08 萬<0.1%+300新進–
Ford MTR Co Del345370CZ1NOTE 3/111,000$1.08 萬<0.1%00.0%不變–
USACUSA Compression Partners, LPCOMUNIT LTDPAR467$1.07 萬<0.1%+2+0.4%加碼歷史
COLLCollegium Pharmaceutical, IncCOM277$1.07 萬<0.1%00.0%不變歷史
BENFranklin Templeton IncCOM531$1.07 萬<0.1%+168+46.3%加碼歷史
SAFESafehold Inc.COM407$1.07 萬<0.1%00.0%不變歷史
MSMMSC Industrial Direct Co IncCL A124$1.07 萬<0.1%+27+27.8%加碼歷史
iShares Tr464287184CHINA LG-CAP ETF335$1.06 萬<0.1%+10+3.1%加碼–
INSTInstructure Holdings, Inc.COM451$1.06 萬<0.1%+84+22.9%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW751$1.06 萬<0.1%00.0%不變歷史
ATMUAtmus Filtration Technologies Inc.COM282$1.06 萬<0.1%+176+166.0%加碼歷史
ATRAptargroup, Inc.Stock66$1.06 萬<0.1%+7+11.9%加碼歷史
ALSNAllison Transmission Holdings IncStock110$1.06 萬<0.1%00.0%不變歷史
SFNCSimmons First National CorpCL A $1 PAR490$1.06 萬<0.1%+124+33.9%加碼歷史
RGLDRoyal Gold IncStock75$1.05 萬<0.1%+4+5.6%加碼歷史
Goldman Sachs ETF Tr38149W788CMN301$1.05 萬<0.1%00.0%不變–
NEUNewmarket CorpCOM19$1.05 萬<0.1%+1+5.6%加碼歷史
AAAlcoa CorpStock272$1.05 萬<0.1%+77+39.5%加碼歷史
WHRWhirlpool CorpStock98$1.05 萬<0.1%−324−76.8%減碼歷史
ACLSAxcelis Technologies IncStock100$1.05 萬<0.1%+48+92.3%加碼歷史
FSSFederal Signal CorpCOM112$1.05 萬<0.1%+6+5.7%加碼歷史
TXTTextron IncCOM118$1.05 萬<0.1%00.0%不變歷史
WBWEIBO CorpSPONSORED ADR1,031$1.04 萬<0.1%+415+67.4%加碼歷史
MRTNMarten Transport LtdCOM585$1.04 萬<0.1%00.0%不變歷史
CRUSCirrus Logic, Inc.Stock83$1.03 萬<0.1%−52−38.5%減碼歷史
DCOMDime Commercial Bancshares, Inc.COM358$1.03 萬<0.1%00.0%不變歷史
CWENClearway Energy, Inc.CL C336$1.03 萬<0.1%−1−0.3%減碼歷史
TNDMTandem Diabetes Care IncCOM NEW243$1.03 萬<0.1%−12−4.7%減碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR621$1.03 萬<0.1%00.0%不變歷史
WUWestern Union COStock860$1.03 萬<0.1%−2,456−74.1%減碼歷史
CCKCrown Holdings, Inc.COM107$1.03 萬<0.1%+32+42.7%加碼歷史
AWIArmstrong World Industries IncCOM78$1.03 萬<0.1%+5+6.8%加碼歷史
FCPTFour Corners Property Trust, Inc.COM349$1.02 萬<0.1%+109+45.4%加碼歷史
QDELQuidelOrtho CorpCOM224$1.02 萬<0.1%+168+300.0%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT559$1.02 萬<0.1%−763−57.7%減碼–
BANCBanc of California, Inc.COM692$1.02 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX114$1.02 萬<0.1%−10−8.1%減碼–
VVRInvesco Senior Income TrustCOM2,500$1.02 萬<0.1%00.0%不變歷史
LEGNLegend Biotech CorpSPONSORED ADS208$1.01 萬<0.1%+1+0.5%加碼歷史
KLGWK Kellogg CoCOM591$1.01 萬<0.1%+33+5.9%加碼歷史
AUAngloGold Ashanti PLCCOM SHS378$1.01 萬<0.1%+103+37.5%加碼歷史
AMEDAmedisys IncCOM104$1.00 萬<0.1%+71+215.2%加碼歷史
iShares Tr464287796U.S. ENERGY ETF216$1.00 萬<0.1%−455−67.8%減碼–
MTTRMatterport, Inc.COM CL A2,224$1.00 萬<0.1%−100−4.3%減碼歷史
ProShares Tr74347X831ULTRAPRO QQQ138$1.00 萬<0.1%−9−6.1%減碼–
UNFIUnited Natural Foods IncCOM594$9,991<0.1%00.0%不變歷史
FSMFortuna Mining Corp.Stock2,155$9,978<0.1%00.0%不變歷史
GMSGMS Inc.COM110$9,962<0.1%+12+12.2%加碼歷史
POSTPost Holdings, Inc.COM86$9,955<0.1%+58+207.1%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM52$9,946<0.1%+6+13.0%加碼歷史
OSKOshkosh CorpCOM99$9,921<0.1%+58+141.5%加碼歷史
iShares Russell Top 200 Growth ETF464289438ETF45$9,902<0.1%00.0%不變–
UAUnder Armour, Inc.CL C1,182$9,882<0.1%+1+0.1%加碼歷史
UMBFUmb Financial CorpCOM94$9,880<0.1%00.0%不變歷史
VMIValmont Industries IncCOM34$9,870<0.1%00.0%不變歷史
VSXYVictoria's Secret & Co.COMMON STOCK384$9,870<0.1%+274+249.1%加碼歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF41$9,850<0.1%00.0%不變–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,850<0.1%+1,026新進歷史
PRGSProgress Software CorpCOM146$9,835<0.1%+21+16.8%加碼歷史
DIODDiodes IncCOM153$9,806<0.1%−172−52.9%減碼歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF198$9,775<0.1%+2+1.0%加碼–
UDRUDR, Inc.COM215$9,748<0.1%+23+12.0%加碼歷史
COLMColumbia Sportswear CoCOM117$9,733<0.1%+48+69.6%加碼歷史
CBANColony Bankcorp IncCOM626$9,716<0.1%00.0%不變歷史
INSPInspire Medical Systems, Inc.COM46$9,709<0.1%+6+15.0%加碼歷史
FLYWFlywire CorpCOM VTG591$9,687<0.1%+20+3.5%加碼歷史
PRGOPERRIGO Co plcSHS369$9,678<0.1%−36−8.9%減碼歷史
DOCSDoximity, Inc.CL A222$9,673<0.1%+56+33.7%加碼歷史
MVSTMicrovast Holdings, Inc.COM38,592$9,629<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF176$9,622<0.1%−18−9.3%減碼–
ITGRInteger Holdings CorpCOM74$9,620<0.1%00.0%不變歷史
GFIGold Fields LtdSPONSORED ADR626$9,609<0.1%+144+29.9%加碼歷史
UNITUniti Group Inc.COM1,700$9,588<0.1%00.0%不變歷史
NOGNorthern Oil & Gas, Inc.COM270$9,561<0.1%+230+575.0%加碼歷史
HGTYHagerty, Inc.CL A COM938$9,539<0.1%+28+3.1%加碼歷史
IONSIonis Pharmaceuticals IncCOM238$9,534<0.1%00.0%不變歷史
DGICADonegal Group IncCL A646$9,522<0.1%00.0%不變歷史
SVMSilvercorp Metals IncCOM2,175$9,505<0.1%+66+3.1%加碼歷史
MCSMarcus CorpCOM627$9,449<0.1%00.0%不變歷史
Nushares ETF Tr67092P870NUVEEN ESG US415$9,421<0.1%−1,251−75.1%減碼–
GPGIGPGI, Inc.COM CL A672$9,421<0.1%00.0%不變歷史

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