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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
TGTTarget CorpStock1,544$24.1 萬<0.1%−122−7.3%減碼歷史
SNYSanofiSPONSORED ADR4,144$23.9 萬<0.1%+100+2.5%加碼歷史
MSIMotorola Solutions, Inc.Stock531$23.9 萬<0.1%+136+34.4%加碼歷史
AMTAmerican Tower CorpREIT1,014$23.6 萬<0.1%+79+8.4%加碼歷史
COFCapital One Financial CorpStock1,575$23.6 萬<0.1%+909+136.5%加碼歷史
SMCISuper Micro Computer, Inc.Stock565$23.5 萬<0.1%+565新進歷史
iShares Core MSCI Total International Stock ETF46432F834ETF3,238$23.5 萬<0.1%−530−14.1%減碼–
METMetlife IncStock2,851$23.5 萬<0.1%+25+0.9%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS6,572$23.5 萬<0.1%−3,037−31.6%減碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$23.4 萬<0.1%00.0%不變–
ARCCAres Capital CorpCEF11,145$23.3 萬<0.1%+125+1.1%加碼歷史
Timothy Plan887432284US LARGE MID CP8,891$23.3 萬<0.1%−6,077−40.6%減碼–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$23.3 萬<0.1%00.0%不變歷史
VRTVertiv Holdings CoCOM CL A2,339$23.3 萬<0.1%+78+3.4%加碼歷史
GMGeneral Motors CoCOM5,186$23.3 萬<0.1%−2,632−33.7%減碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI9,592$23.2 萬<0.1%+153+1.6%加碼–
AONAon plcCL A668$23.1 萬<0.1%−184−21.6%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$22.9 萬<0.1%+1,670+2,256.8%加碼–
NVTnVent Electric plcSHS3,263$22.9 萬<0.1%+766+30.7%加碼歷史
HLIHoulihan Lokey, Inc.CL A1,444$22.8 萬<0.1%−166−10.3%減碼歷史
TRGPTarga Resources Corp.COM1,528$22.6 萬<0.1%+241+18.7%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK2,867$22.6 萬<0.1%+113+4.1%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,628$22.5 萬<0.1%+98+2.2%加碼–
APHAmphenol CorpCL A3,428$22.3 萬<0.1%+387+12.7%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,878$22.2 萬<0.1%+10.0%加碼–
WDAYWorkday, Inc.CL A900$22.0 萬<0.1%−218−19.5%減碼歷史
AGNTAGNT, Inc.COM15,611$22.0 萬<0.1%−4,402−22.0%減碼歷史
SWSmurfit Westrock plcStock4,442$22.0 萬<0.1%+4,442新進歷史
iShares Russell Midcap ETF464287499ETF2,486$21.9 萬<0.1%+10.0%加碼–
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,002$21.8 萬<0.1%+450+9.9%加碼–
PHGKoninklijke Philips NVNY REGIS SHS NEW6,660$21.8 萬<0.1%−1,424−17.6%減碼歷史
iShares Tr464288281JPMORGAN USD EMG2,315$21.7 萬<0.1%−1,065−31.5%減碼–
PRUPrudential Financial IncStock1,787$21.6 萬<0.1%+50+2.9%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,912$21.6 萬<0.1%−251−4.1%減碼歷史
EAElectronic Arts Inc.COM1,505$21.6 萬<0.1%+119+8.6%加碼歷史
MSCIMSCI Inc.Stock363$21.2 萬<0.1%−209−36.5%減碼歷史
KMIKinder Morgan, Inc.Stock9,566$21.1 萬<0.1%+69+0.7%加碼歷史
HCAHCA Healthcare, Inc.COM518$21.1 萬<0.1%+1+0.2%加碼歷史
CHDChurch & Dwight Co IncCOM2,010$21.1 萬<0.1%−542−21.2%減碼歷史
AYIAcuity Inc. (DE)Stock763$21.0 萬<0.1%+728+2,080.0%加碼歷史
SFMSprouts Farmers Market, Inc.COM1,898$21.0 萬<0.1%−1,867−49.6%減碼歷史
CMICummins IncStock642$20.8 萬<0.1%−34−5.0%減碼歷史
HUBSHubSpot IncCOM391$20.8 萬<0.1%−52−11.7%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF2,051$20.8 萬<0.1%+1,110+118.0%加碼–
DEODiageo PLCSPON ADR NEW1,478$20.7 萬<0.1%−14−0.9%減碼歷史
TTETotalEnergies SESPONSORED ADS3,208$20.7 萬<0.1%−3−0.1%減碼歷史
EQIXEquinix IncCOM232$20.6 萬<0.1%+11+5.0%加碼歷史
BSXBoston Scientific CorpStock2,429$20.4 萬<0.1%+193+8.6%加碼歷史
UALUnited Airlines Holdings, Inc.COM3,567$20.4 萬<0.1%−769−17.7%減碼歷史
CNPCenterpoint Energy IncCOM6,893$20.3 萬<0.1%+99+1.5%加碼歷史
OSISOsi Systems IncCOM1,334$20.3 萬<0.1%+3+0.2%加碼歷史
SONYSony Group CorpSPONSORED ADR2,095$20.2 萬<0.1%+337+19.2%加碼歷史
VRTXVertex Pharmaceuticals IncStock433$20.1 萬<0.1%−165−27.6%減碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF5,968$20.1 萬<0.1%−812−12.0%減碼–
ITGartner IncCOM396$20.1 萬<0.1%+13+3.4%加碼歷史
ENSGEnsign Group, IncCOM1,394$20.0 萬<0.1%+106+8.2%加碼歷史
ULUnilever PLCSPON ADR NEW3,078$20.0 萬<0.1%−1,025−25.0%減碼歷史
DLRDigital Realty Trust, Inc.COM1,231$19.9 萬<0.1%+51+4.3%加碼歷史
IRMIron Mountain IncCOM1,676$19.9 萬<0.1%+373+28.6%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS2,527$19.9 萬<0.1%00.0%不變歷史
iShares Tr46435G672CORE INTL AGGR3,824$19.8 萬<0.1%−482−11.2%減碼–
MTBM&T Bank CorpCOM1,105$19.7 萬<0.1%+8+0.7%加碼歷史
SYYSysco CorpStock2,514$19.6 萬<0.1%+146+6.2%加碼歷史
UBSUBS Group AGStock6,342$19.6 萬<0.1%−3,031−32.3%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock824$19.6 萬<0.1%−8−1.0%減碼歷史
RACEFerrari N.V.COM416$19.6 萬<0.1%+25+6.4%加碼歷史
USBUS Bancorp DECOM NEW4,261$19.5 萬<0.1%+249+6.2%加碼歷史
DDOGDatadog, Inc.CL A COM1,687$19.4 萬<0.1%+1,349+399.1%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF3,840$19.4 萬<0.1%−1,093−22.2%減碼歷史
FORForestar Group Inc.COM5,960$19.3 萬<0.1%+649+12.2%加碼歷史
FSKFS KKR Capital CorpCOM9,776$19.3 萬<0.1%00.0%不變歷史
STESTERIS plcSHS USD787$19.1 萬<0.1%+204+35.0%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW22,670$19.1 萬<0.1%+1,506+7.1%加碼歷史
CHTRCharter Communications, Inc.CL A588$19.1 萬<0.1%+165+39.0%加碼歷史
HPQHP IncStock5,312$19.1 萬<0.1%+1,137+27.2%加碼歷史
AIGAmerican International Group, Inc.Stock2,596$19.0 萬<0.1%−406−13.5%減碼歷史
iShares Tr464287150CORE S&P TTL STK1,511$19.0 萬<0.1%+2+0.1%加碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$19.0 萬<0.1%00.0%不變–
SPDR Series Trust78468R739ST NUVE TERM ETF3,935$18.9 萬<0.1%00.0%不變–
DDDuPont de Nemours, Inc.COM2,113$18.8 萬<0.1%−24−1.1%減碼歷史
GILDGilead Sciences, Inc.Stock2,232$18.7 萬<0.1%−467−17.3%減碼歷史
NEMNEWMONT CorpStock3,484$18.6 萬<0.1%−75−2.1%減碼歷史
BDXBecton Dickinson & CoStock771$18.6 萬<0.1%−1−0.1%減碼歷史
DGDollar General CorpCOM2,193$18.5 萬<0.1%−791−26.5%減碼歷史
VMCVulcan Materials COCOM740$18.5 萬<0.1%+8+1.1%加碼歷史
Schwab International Equity ETF808524805ETF4,503$18.5 萬<0.1%−91−2.0%減碼–
INTCIntel CorpStock7,853$18.4 萬<0.1%+734+10.3%加碼歷史
RIORio Tinto PLCADR2,581$18.4 萬<0.1%−142−5.2%減碼歷史
RYRoyal Bank of CanadaStock1,471$18.4 萬<0.1%+130+9.7%加碼歷史
EXCExelon CorpStock4,523$18.3 萬<0.1%+452+11.1%加碼歷史
CCICrown Castle Inc.REIT1,537$18.2 萬<0.1%+286+22.9%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS18,526$18.1 萬<0.1%+1,231+7.1%加碼歷史
CLSCelestica IncStock3,531$18.1 萬<0.1%−193−5.2%減碼歷史
HDBHDFC Bank LtdSPONSORED ADS2,876$18.0 萬<0.1%−648−18.4%減碼歷史
TBBKBancorp, Inc.COM3,361$18.0 萬<0.1%+251+8.1%加碼歷史
SCCOSouthern Copper CorpStock1,553$18.0 萬<0.1%+159+11.4%加碼歷史
Kraneshares Trust500767306CSI CHI INTERNET5,255$17.9 萬<0.1%−56−1.1%減碼–
MTDMettler Toledo International IncCOM118$17.7 萬<0.1%+12+11.3%加碼歷史
ULTAUlta Beauty, Inc.Stock454$17.7 萬<0.1%−12−2.6%減碼歷史
CTSHCognizant Technology Solutions CorpCL A2,279$17.6 萬<0.1%+83+3.8%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