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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
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN3,399$35.7 萬<0.1%−2,446−41.8%減碼–
LPLALPL Financial Holdings Inc.COM1,530$35.6 萬<0.1%+7+0.5%加碼歷史
NOCNorthrop Grumman CorpStock674$35.6 萬<0.1%−35−4.9%減碼歷史
SHELShell plcADR5,391$35.5 萬<0.1%−780−12.6%減碼歷史
TFCTruist Financial CorpCOM8,265$35.4 萬<0.1%+463+5.9%加碼歷史
VSTVistra Corp.Stock2,976$35.3 萬<0.1%+269+9.9%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM9,773$35.1 萬<0.1%+152+1.6%加碼歷史
CORCencora, Inc.Stock1,552$34.9 萬<0.1%+9+0.6%加碼歷史
COKECoca-Cola Consolidated, Inc.COM265$34.9 萬<0.1%+36+15.7%加碼歷史
ITWIllinois Tool Works IncStock1,318$34.5 萬<0.1%−43−3.2%減碼歷史
iShares Tr464288760US AER DEF ETF2,300$34.4 萬<0.1%−359−13.5%減碼–
Victory Portfolios II92647N865VCSHS US LRG CAP5,060$34.3 萬<0.1%+1,579+45.4%加碼–
INTUIntuit Inc.Stock550$34.2 萬<0.1%+25+4.8%加碼歷史
BMYBristol Myers Squibb CoStock6,589$34.1 萬<0.1%+894+15.7%加碼歷史
LDOSLeidos Holdings, Inc.COM2,085$34.0 萬<0.1%+1,727+482.4%加碼歷史
MPWRMonolithic Power Systems, Inc.COM366$33.8 萬<0.1%+34+10.2%加碼歷史
PAYXPaychex IncStock2,519$33.8 萬<0.1%+86+3.5%加碼歷史
WITWipro LtdSPON ADR 1 SH51,899$33.6 萬<0.1%−24,369−32.0%減碼歷史
OLEDUniversal Display CorpCOM1,601$33.6 萬<0.1%+1,574+5,829.6%加碼歷史
SPGIS&P Global Inc.Stock648$33.5 萬<0.1%+207+46.9%加碼歷史
EXPOExponent IncCOM2,883$33.2 萬<0.1%−220−7.1%減碼歷史
ORealty Income CorpREIT5,226$33.1 萬<0.1%−1,015−16.3%減碼歷史
CICigna GroupStock951$32.9 萬<0.1%−33−3.4%減碼歷史
GEVGE Vernova Inc.Stock1,286$32.8 萬<0.1%+186+16.9%加碼歷史
ARESAres Management CorpCL A COM STK2,098$32.7 萬<0.1%−85−3.9%減碼歷史
SPGSimon Property Group Inc.REIT1,922$32.5 萬<0.1%+40+2.1%加碼歷史
FFord Motor CoStock30,593$32.3 萬<0.1%−11,978−28.1%減碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,582$32.2 萬<0.1%+14+0.1%加碼歷史
SAPSAP SEADR1,403$32.1 萬<0.1%+81+6.1%加碼歷史
CDNSCadence Design Systems IncStock1,186$32.1 萬<0.1%+481+68.2%加碼歷史
IQVIQVIA Holdings Inc.Stock1,351$32.0 萬<0.1%+1+0.1%加碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,223$31.8 萬<0.1%−150−4.4%減碼–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,258$31.7 萬<0.1%00.0%不變–
EMREmerson Electric CoStock2,903$31.7 萬<0.1%+290+11.1%加碼歷史
PWRQuanta Services, Inc.COM1,055$31.5 萬<0.1%−3−0.3%減碼歷史
SAIASaia IncCOM718$31.4 萬<0.1%−14−1.9%減碼歷史
SRESempraStock3,736$31.2 萬<0.1%+29+0.8%加碼歷史
NVSNovartis AGADR2,707$31.1 萬<0.1%+60+2.3%加碼歷史
iShares Flexible Income Active ETF092528603ETF5,802$31.1 萬<0.1%−782−11.9%減碼–
DFSDiscover Financial ServicesCOM2,193$30.8 萬<0.1%+235+12.0%加碼歷史
Fidelity Covington Trust31609A305ENHANCED LARGE9,188$30.5 萬<0.1%+10+0.1%加碼–
AEPAmerican Electric Power Co IncStock2,951$30.3 萬<0.1%+100+3.5%加碼歷史
BABAAlibaba Group Holding LtdADR2,845$30.2 萬<0.1%+22+0.8%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM2,150$30.1 萬<0.1%+53+2.5%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,891$30.1 萬<0.1%+113+6.4%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF1,139$30.0 萬<0.1%+450+65.3%加碼–
Ea Series Trust02072L375TBG DIVID FO ETF9,402$30.0 萬<0.1%+2,632+38.9%加碼–
CRLCharles River Laboratories International, Inc.COM1,518$29.9 萬<0.1%+5+0.3%加碼歷史
DVADavita Inc.COM1,821$29.9 萬<0.1%+18+1.0%加碼歷史
SITESiteOne Landscape Supply, Inc.COM1,977$29.8 萬<0.1%−207−9.5%減碼歷史
CAGConagra Brands Inc.Stock9,157$29.8 萬<0.1%+496+5.7%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,686$29.6 萬<0.1%+19+0.7%加碼歷史
THOThor Industries IncCOM2,697$29.6 萬<0.1%−129−4.6%減碼歷史
TDYTeledyne Technologies IncCOM675$29.5 萬<0.1%−6−0.9%減碼歷史
OTISOtis Worldwide CorpStock2,834$29.5 萬<0.1%+346+13.9%加碼歷史
MDTMedtronic plcStock3,242$29.2 萬<0.1%−591−15.4%減碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF6,359$28.9 萬<0.1%−769−10.8%減碼–
HIGHartford Insurance Group, Inc.Stock2,451$28.8 萬<0.1%+51+2.1%加碼歷史
OKEONEOK IncCOM3,133$28.5 萬<0.1%+446+16.6%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT9,648$28.5 萬<0.1%−193−2.0%減碼–
Dimensional ETF Trust25434V773INTL SMALL CAP E10,602$28.4 萬<0.1%−25,789−70.9%減碼–
KBKB Financial Group Inc.SPONSORED ADR4,591$28.3 萬<0.1%−1,905−29.3%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR25,964$28.1 萬<0.1%−7,546−22.5%減碼歷史
LHLabcorp Holdings Inc.Stock1,258$28.1 萬<0.1%−37−2.9%減碼歷史
iShares Tr46428743220 YR TR BD ETF2,853$28.0 萬<0.1%−1,752−38.0%減碼–
CHEChemed CorpCOM465$28.0 萬<0.1%−19−3.9%減碼歷史
IPInternational Paper CoCOM5,691$27.8 萬<0.1%+657+13.1%加碼歷史
WELLWelltower Inc.REIT2,170$27.8 萬<0.1%+347+19.0%加碼歷史
ADMArcher-Daniels-Midland CoStock4,626$27.6 萬<0.1%+23+0.5%加碼歷史
RELXRELX PLCSPONSORED ADR5,789$27.5 萬<0.1%+286+5.2%加碼歷史
KHCKraft Heinz CoStock7,812$27.4 萬<0.1%+637+8.9%加碼歷史
AFLAflac IncStock2,453$27.4 萬<0.1%+106+4.5%加碼歷史
ALLAllstate CorpStock1,442$27.4 萬<0.1%+30+2.1%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN17,041$27.4 萬<0.1%+1,014+6.3%加碼歷史
NSPInsperity, Inc.COM3,107$27.3 萬<0.1%+46+1.5%加碼歷史
NSCNorfolk Southern CorpStock1,095$27.2 萬<0.1%+164+17.6%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,527$27.1 萬<0.1%+20+1.3%加碼歷史
PHParker-Hannifin CorpStock426$26.9 萬<0.1%+24+6.0%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM3,256$26.9 萬<0.1%−431−11.7%減碼歷史
FISFidelity National Information Services, Inc.Stock3,175$26.6 萬<0.1%−231−6.8%減碼歷史
SMGScotts Miracle-Gro CoStock3,063$26.6 萬<0.1%−71−2.3%減碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA8,208$26.4 萬<0.1%+795+10.7%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,130$26.3 萬<0.1%−556−20.7%減碼–
OUNZVanEck Merk Gold ETFGOLD SHS10,355$26.3 萬<0.1%−334−3.1%減碼歷史
NRGNRG Energy, Inc.Stock2,876$26.2 萬<0.1%+681+31.0%加碼歷史
CAHCardinal Health IncStock2,350$26.0 萬<0.1%−93−3.8%減碼歷史
ONOn Semiconductor CorpStock3,573$25.9 萬<0.1%+25+0.7%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,045$25.5 萬<0.1%+62+1.6%加碼–
TDGTransDigm Group INCCOM178$25.4 萬<0.1%+7+4.1%加碼歷史
COINCoinbase Global, Inc.COM CL A1,419$25.3 萬<0.1%−152−9.7%減碼歷史
MCOMoodys CorpStock531$25.2 萬<0.1%+25+4.9%加碼歷史
TMUST-Mobile US, Inc.Stock1,221$25.2 萬<0.1%−69−5.3%減碼歷史
AMEAmetek IncCOM1,455$25.0 萬<0.1%+525+56.5%加碼歷史
PPCPilgrims Pride CorpStock5,387$24.8 萬<0.1%−814−13.1%減碼歷史
SHOPShopify Inc.Stock3,077$24.7 萬<0.1%+57+1.9%加碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,809$24.6 萬<0.1%−1,559−21.2%減碼歷史
LRCXLam Research CorpStock299$24.4 萬<0.1%+299新進歷史
MOSMosaic CoCOM9,048$24.2 萬<0.1%−156−1.7%減碼歷史
SPOTSpotify Technology S.A.Stock656$24.2 萬<0.1%−325−33.1%減碼歷史
HLTHilton Worldwide Holdings Inc.COM1,047$24.1 萬<0.1%−24−2.2%減碼歷史

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