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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
Amplify ETF Tr032108409CWP ENHANCED DIV27,250$112.2 萬0.1%+5,193+23.5%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD21,844$111.7 萬0.1%−501−2.2%減碼–
NKENIKE, Inc.Stock12,631$111.7 萬0.1%+417+3.4%加碼歷史
KOCoca Cola CoStock15,479$111.2 萬0.1%+2,487+19.1%加碼歷史
DDominion Energy, IncStock19,074$110.2 萬0.1%+83+0.4%加碼歷史
CIENCiena CorpCOM NEW17,844$109.9 萬0.1%+16,994+1,999.3%加碼歷史
KEXKirby CorpCOM8,921$109.2 萬0.1%+2,271+34.2%加碼歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF17,395$109.1 萬0.1%−1,847−9.6%減碼–
AAAUGoldman Sachs Physical Gold ETFUNIT41,800$108.8 萬0.1%−785−1.8%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L852$108.5 萬0.1%+2+0.2%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT21,643$107.1 萬0.1%−8,940−29.2%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF23,402$106.1 萬0.1%+1,746+8.1%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock4,707$105.0 萬0.1%+50+1.1%加碼歷史
HALHalliburton CoStock36,039$104.7 萬0.1%−847−2.3%減碼歷史
Schwab Strategic Tr808524862SHT TM US TRES20,906$102.4 萬0.1%−3,445−14.1%減碼–
UNPUnion Pacific CorpStock4,112$101.4 萬0.1%+45+1.1%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF14,996$101.2 萬0.1%−8,385−35.9%減碼–
PFEPfizer IncStock34,935$101.1 萬0.1%+308+0.9%加碼歷史
RSGRepublic Services, Inc.COM5,020$100.8 萬0.1%−192−3.7%減碼歷史
CVSCVS Health CorpStock15,828$99.5 萬0.1%+210+1.3%加碼歷史
Dimensional ETF Trust25434V575INTL COR FIX ETF18,361$99.4 萬0.1%+1,372+8.1%加碼–
DISWalt Disney CoStock10,190$98.0 萬0.1%−797−7.3%減碼歷史
EXPDExpeditors International of Washington IncCOM7,311$96.1 萬0.1%−36−0.5%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,553$96.1 萬0.1%+1+0.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,334$95.6 萬0.1%−2,291−30.0%減碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF31,130$93.0 萬0.1%−194−0.6%減碼–
Timothy Plan887432334INTL ETF32,044$92.5 萬0.1%−9,126−22.2%減碼–
BABoeing CoStock6,077$92.4 萬0.1%−439−6.7%減碼歷史
MCKMcKesson CorpStock1,863$92.1 萬0.1%+10+0.5%加碼歷史
iShares S&P 100 ETF464287101ETF3,325$92.0 萬0.1%+89+2.8%加碼–
ELVElevance Health, Inc.Stock1,761$91.6 萬0.1%+330+23.1%加碼歷史
UBERUber Technologies, IncStock12,131$91.2 萬0.1%+942+8.4%加碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT30,024$90.5 萬0.1%+141+0.5%加碼–
NOWServiceNow, Inc.Stock1,009$90.2 萬0.1%+194+23.8%加碼歷史
JBLJabil IncStock7,480$89.6 萬0.1%+4+0.1%加碼歷史
KLACKLA CorpCOM NEW1,131$87.6 萬0.1%+65+6.1%加碼歷史
PMPhilip Morris International Inc.Stock7,187$87.2 萬0.1%+341+5.0%加碼歷史
TXNTexas Instruments IncStock4,184$86.4 萬0.1%+140+3.5%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD17,264$85.9 萬0.1%+9,094+111.3%加碼–
AXPAmerican Express CoStock3,164$85.8 萬0.1%−317−9.1%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT24,938$85.5 萬0.1%+100.0%加碼–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD35,387$85.2 萬0.1%−13,642−27.8%減碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE21,504$85.0 萬0.1%−58−0.3%減碼–
CEGConstellation Energy CorpStock3,254$84.6 萬0.1%+266+8.9%加碼歷史
iShares Tr46435G425ESG AWR MSCI USA6,660$84.0 萬0.1%−127−1.9%減碼–
iShares Tr464287291GLOBAL TECH ETF10,163$83.9 萬0.1%+13+0.1%加碼–
VLOValero Energy CorpStock6,086$82.2 萬0.1%+148+2.5%加碼歷史
DGXQuest Diagnostics IncCOM5,257$81.6 萬0.1%+21+0.4%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF12,017$81.5 萬0.1%+721+6.4%加碼–
iShares Tr46436E7180-3 MTH TREASURY8,036$80.9 萬0.1%+995+14.1%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF3,573$80.7 萬0.1%+376+11.8%加碼–
iShares Tr464288570ESG MSCI KLD ETF7,407$80.6 萬0.1%−809−9.8%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,229$80.5 萬0.1%+374+7.7%加碼–
SLViShares Silver TrustETF28,275$80.3 萬0.1%+462+1.7%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF21,607$78.8 萬<0.1%+548+2.6%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF10,639$78.1 萬<0.1%−1,010−8.7%減碼–
iShares Tr46435G193ESG AWRE USD ETF32,719$77.8 萬<0.1%+191+0.6%加碼–
Vanguard Total Bond Market ETF921937835ETF10,328$77.6 萬<0.1%+176+1.7%加碼–
GDGeneral Dynamics CorpStock2,554$77.2 萬<0.1%+195+8.3%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD9,796$77.0 萬<0.1%+1,331+15.7%加碼–
PKGPackaging Corp of AmericaStock3,571$76.9 萬<0.1%+21+0.6%加碼歷史
FISVFiserv IncStock4,231$76.0 萬<0.1%+82+2.0%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF14,961$75.7 萬<0.1%−6,130−29.1%減碼–
EOGEOG Resources IncStock6,114$75.2 萬<0.1%+36+0.6%加碼歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$74.5 萬<0.1%+10,837+55.4%加碼歷史
iShares Tr464288885EAFE GRWTH ETF6,898$74.3 萬<0.1%−2,840−29.2%減碼–
iShares Tr46436E767ESG MSCI USA ETF15,106$74.1 萬<0.1%+395+2.7%加碼–
iShares Tr46434V647GLOBAL REIT ETF27,621$73.7 萬<0.1%+10.0%加碼–
VZVerizon Communications IncStock16,332$73.4 萬<0.1%+255+1.6%加碼歷史
PYPLPayPal Holdings, Inc.Stock9,370$73.1 萬<0.1%+1,920+25.8%加碼歷史
Cyberark Software LtdM2682V108SHS2,488$72.6 萬<0.1%+6+0.2%加碼–
CSCOCisco Systems, Inc.Stock13,564$72.2 萬<0.1%−1,247−8.4%減碼歷史
Franklin Templeton ETF Tr35473P652FTSE EUROPE22,948$71.1 萬<0.1%+2,926+14.6%加碼–
NEENextera Energy IncStock8,369$70.8 萬<0.1%−9−0.1%減碼歷史
Schwab US Tips ETF808524870ETF13,097$70.2 萬<0.1%−3,392−20.6%減碼–
HONHoneywell International IncCOM3,395$70.2 萬<0.1%+205+6.4%加碼歷史
GISGeneral Mills IncStock9,496$70.1 萬<0.1%+1,008+11.9%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF14,263$69.3 萬<0.1%+44+0.3%加碼–
SGNSigning Day Sports, Inc.COM2,723,694$68.9 萬<0.1%+1,265,194+86.7%加碼歷史
SHWSherwin Williams CoCOM1,786$68.2 萬<0.1%+110+6.6%加碼歷史
DVNDevon Energy CorpStock17,233$67.4 萬<0.1%+2,866+19.9%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF8,627$67.3 萬<0.1%−10,616−55.2%減碼–
ICEIntercontinental Exchange, Inc.Stock4,157$66.8 萬<0.1%+1,639+65.1%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM630$66.2 萬<0.1%−5−0.8%減碼歷史
FICOFair Isaac CorpCOM335$65.1 萬<0.1%−72−17.7%減碼歷史
ADPAutomatic Data Processing IncStock2,336$64.6 萬<0.1%+370+18.8%加碼歷史
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF23,525$64.6 萬<0.1%+19,134+435.8%加碼–
MUMicron Technology IncStock6,195$64.3 萬<0.1%−317−4.9%減碼歷史
COOCooper Companies, Inc.COM5,779$63.8 萬<0.1%+168+3.0%加碼歷史
TAT&T Inc.Stock28,802$63.4 萬<0.1%+2,426+9.2%加碼歷史
WMWaste Management IncStock3,042$63.2 萬<0.1%+275+9.9%加碼歷史
iShares S&P 500 Value ETF464287408ETF3,201$63.1 萬<0.1%−1,282−28.6%減碼–
First Tr Exchange-Traded FD33738D879FT VEST RIS25,126$61.9 萬<0.1%+11,218+80.7%加碼–
PSXPhillips 66Stock4,695$61.7 萬<0.1%−470−9.1%減碼歷史
ETNEaton Corp plcStock1,839$61.0 萬<0.1%+62+3.5%加碼歷史
iShares Tr464287556ISHARES BIOTECH4,123$60.0 萬<0.1%−499−10.8%減碼–
XELXcel Energy IncStock9,082$59.3 萬<0.1%+95+1.1%加碼歷史
TPRTapestry, Inc.COM12,572$59.1 萬<0.1%−1,454−10.4%減碼歷史
IBMInternational Business Machines CorpStock2,664$58.9 萬<0.1%+109+4.3%加碼歷史
ORLYO Reilly Automotive IncStock511$58.8 萬<0.1%+55+12.1%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