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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
iShares Tr464288638ISHS 5-10YR INVT3,273$17.6 萬<0.1%−1,926−37.0%減碼–
BNBROOKFIELD CorpCL A LTD VT SH3,308$17.6 萬<0.1%+145+4.6%加碼歷史
iShares Tr46434V4070-5YR HI YL CP4,040$17.5 萬<0.1%−15−0.4%減碼–
LWLamb Weston Holdings, Inc.Stock2,708$17.5 萬<0.1%−57−2.1%減碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,540$17.4 萬<0.1%00.0%不變–
ITTItt Inc.COM1,163$17.4 萬<0.1%+2+0.2%加碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,232$17.4 萬<0.1%00.0%不變–
URIUnited Rentals, Inc.COM213$17.3 萬<0.1%+13+6.5%加碼歷史
iShares Tips Bond ETF464287176ETF1,555$17.2 萬<0.1%−564−26.6%減碼–
TMToyota Motor CorpADS959$17.1 萬<0.1%+105+12.3%加碼歷史
NTAPNetApp, Inc.Stock1,387$17.1 萬<0.1%+40+3.0%加碼歷史
EBAYeBay IncCOM2,624$17.1 萬<0.1%+118+4.7%加碼歷史
WSCWillScot Holdings CorpCOM CL A4,542$17.1 萬<0.1%−5,621−55.3%減碼歷史
TECKTeck Resources LtdCL B3,267$17.1 萬<0.1%+9+0.3%加碼歷史
KBHKB HomeCOM1,990$17.0 萬<0.1%+24+1.2%加碼歷史
MFCManulife Financial CorpCOM5,766$17.0 萬<0.1%−3,141−35.3%減碼歷史
UGIUgi CorpStock6,803$17.0 萬<0.1%+201+3.0%加碼歷史
AVBAvalonbay Communities IncCOM755$17.0 萬<0.1%+179+31.1%加碼歷史
Timothy Plan887432276HIGH DIVIDEND6,467$16.6 萬<0.1%−6,763−51.1%減碼–
iShares Tr46435G243ESG AWRE 1 5 YR6,559$16.5 萬<0.1%+6,559新進–
BKHBlack Hills CorpCOM2,697$16.5 萬<0.1%−296−9.9%減碼歷史
iShares Tr464287622RUS 1000 ETF524$16.5 萬<0.1%00.0%不變–
PINSPinterest, Inc.CL A5,087$16.5 萬<0.1%−2,233−30.5%減碼歷史
JGHNuveen Global High Income FundSHS12,273$16.4 萬<0.1%00.0%不變歷史
Invesco Nasdaq 100 ETF46138G649ETF818$16.4 萬<0.1%+4+0.5%加碼–
SNPSSynopsys IncCOM324$16.4 萬<0.1%−301−48.2%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,232$16.3 萬<0.1%00.0%不變–
FWONKLiberty Media CorpCOM LBTY ONE S C2,088$16.2 萬<0.1%+1,963+1,570.4%加碼歷史
WDCWestern Digital CorpCOM2,349$16.0 萬<0.1%−547−18.9%減碼歷史
EVREvercore Inc.CLASS A633$16.0 萬<0.1%−265−29.5%減碼歷史
ANAutonation, Inc.COM891$15.9 萬<0.1%+7+0.8%加碼歷史
PNRPENTAIR plcSHS1,630$15.9 萬<0.1%+294+22.0%加碼歷史
CMSCMS Energy CorpCOM2,255$15.9 萬<0.1%+1,132+100.8%加碼歷史
NXPINXP Semiconductors N.V.COM662$15.9 萬<0.1%−700−51.4%減碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,205$15.9 萬<0.1%00.0%不變歷史
GNRCGenerac Holdings Inc.Stock990$15.7 萬<0.1%−225−18.5%減碼歷史
GRMNGarmin LtdSHS892$15.7 萬<0.1%+59+7.1%加碼歷史
TRVTravelers Companies, Inc.Stock670$15.7 萬<0.1%+11+1.7%加碼歷史
NDAQNasdaq, Inc.COM2,144$15.7 萬<0.1%+425+24.7%加碼歷史
BKRBaker Hughes CoCL A4,322$15.6 萬<0.1%−15−0.3%減碼歷史
SLBSLB LimitedStock3,723$15.6 萬<0.1%−109−2.8%減碼歷史
CMECME Group Inc.COM704$15.5 萬<0.1%−190−21.3%減碼歷史
MCHPMicrochip Technology IncStock1,919$15.4 萬<0.1%−413−17.7%減碼歷史
ECLEcolab Inc.Stock603$15.4 萬<0.1%+50+9.0%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,288$15.4 萬<0.1%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF2,310$15.4 萬<0.1%00.0%不變–
RBB FD Inc74933W452F/M US TREASURY3,062$15.3 萬<0.1%+1,479+93.4%加碼–
ROKRockwell Automation, IncStock566$15.2 萬<0.1%+13+2.4%加碼歷史
VODVodafone Group Public Ltd CoADR15,118$15.1 萬<0.1%+555+3.8%加碼歷史
MKCMcCormick & Co IncStock1,840$15.1 萬<0.1%+99+5.7%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock1,610$15.1 萬<0.1%+20+1.3%加碼歷史
EEni SpASPONSORED ADR4,966$15.1 萬<0.1%−4,010−44.7%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,267$15.0 萬<0.1%+28+1.3%加碼歷史
LULUlululemon athletica inc.Stock552$15.0 萬<0.1%−46−7.7%減碼歷史
EGOEldorado Gold CorpCOM8,602$14.9 萬<0.1%−9,584−52.7%減碼歷史
CCJCameco CorpStock3,116$14.9 萬<0.1%−104−3.2%減碼歷史
DBLDoubleLine Opportunistic Credit FundCOM9,408$14.9 萬<0.1%+81+0.9%加碼歷史
IMOImperial Oil LtdCOM NEW2,111$14.9 萬<0.1%−1,197−36.2%減碼歷史
DOWDow Inc.Stock2,710$14.8 萬<0.1%+62+2.3%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$14.8 萬<0.1%00.0%不變–
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$14.8 萬<0.1%−647−20.6%減碼–
KNSLKinsale Capital Group, Inc.Stock316$14.7 萬<0.1%+39+14.1%加碼歷史
MUSAMurphy USA Inc.COM297$14.6 萬<0.1%+111+59.7%加碼歷史
GLWCorning IncCOM3,237$14.6 萬<0.1%+316+10.8%加碼歷史
MRVLMarvell Technology, Inc.COM2,026$14.6 萬<0.1%+208+11.4%加碼歷史
KMXCarMax IncCOM1,868$14.5 萬<0.1%+587+45.8%加碼歷史
PEGPublic Service Enterprise Group IncCOM1,613$14.4 萬<0.1%+311+23.9%加碼歷史
ZSZscaler, Inc.Stock840$14.4 萬<0.1%+8+1.0%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY3,459$14.4 萬<0.1%−600−14.8%減碼–
FASTFastenal CoStock2,007$14.3 萬<0.1%−135−6.3%減碼歷史
DTEDte Energy CoCOM1,115$14.3 萬<0.1%+32+3.0%加碼歷史
THCTenet Healthcare CorpCOM NEW860$14.3 萬<0.1%+300+53.6%加碼歷史
EGPEastgroup Properties IncCOM759$14.2 萬<0.1%+195+34.6%加碼歷史
BHPBHP Group LtdADR2,283$14.2 萬<0.1%−95−4.0%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock658$14.2 萬<0.1%−4−0.6%減碼歷史
GVAGranite Construction IncCOM1,785$14.2 萬<0.1%00.0%不變歷史
HUMHumana IncStock446$14.1 萬<0.1%+71+18.9%加碼歷史
SPBSpectrum Brands Holdings, Inc.COM1,485$14.1 萬<0.1%+11+0.7%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT5,207$14.0 萬<0.1%+664+14.6%加碼–
iShares Tr46435U713US INFRASTRUC2,981$14.0 萬<0.1%−409−12.1%減碼–
JCIJohnson Controls International plcStock1,803$14.0 萬<0.1%+188+11.6%加碼歷史
BMOBank of MontrealCOM1,547$14.0 萬<0.1%+66+4.5%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF2,638$13.9 萬<0.1%−8,509−76.3%減碼–
FOURShift4 Payments, Inc.CL A1,558$13.8 萬<0.1%−6−0.4%減碼歷史
PCGPG&E CorpStock6,975$13.8 萬<0.1%+145+2.1%加碼歷史
HUBBHubbell IncCOM321$13.8 萬<0.1%+38+13.4%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,340$13.8 萬<0.1%+7+0.3%加碼–
FDSFactset Research Systems IncStock298$13.7 萬<0.1%+7+2.4%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW113,452$13.7 萬<0.1%+351+11.3%加碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,584$13.7 萬<0.1%+4+0.2%加碼–
RXSTRxSight, Inc.COM2,768$13.7 萬<0.1%+2,730+7,184.2%加碼歷史
VICIVici Properties Inc.COM4,098$13.6 萬<0.1%+573+16.3%加碼歷史
VRSKVerisk Analytics, Inc.COM508$13.6 萬<0.1%+98+23.9%加碼歷史
EMEEMCOR Group, Inc.Stock316$13.6 萬<0.1%−436−58.0%減碼歷史
iShares Tr46434V787YLD OPTIM BD5,913$13.6 萬<0.1%+5,913新進–
CPRTCopart IncCOM2,564$13.4 萬<0.1%+159+6.6%加碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.4 萬<0.1%+2,500+17.7%加碼歷史
CFGCitizens Financial Group IncCOM3,269$13.4 萬<0.1%−504−13.4%減碼歷史
WTWWillis Towers Watson PLCSHS455$13.4 萬<0.1%−129−22.1%減碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 502,820$13.4 萬<0.1%00.0%不變–

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