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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
IRIngersoll Rand Inc.COM1,362$13.4 萬<0.1%+26+1.9%加碼歷史
MELIMercadolibre IncCOM65$13.3 萬<0.1%−5−7.1%減碼歷史
Schwab Strategic Tr808524680LONG TERM US3,772$13.2 萬<0.1%+3,772新進–
YUMYum Brands IncStock931$13.0 萬<0.1%+49+5.6%加碼歷史
LADLithia Motors IncCOM409$13.0 萬<0.1%−61−13.0%減碼歷史
HALOHalozyme Therapeutics, Inc.COM2,270$13.0 萬<0.1%−111−4.7%減碼歷史
American Centy ETF Tr025072885US EQT ETF1,361$12.9 萬<0.1%+4+0.3%加碼–
SSBSouthState Bank CorpCOM1,330$12.9 萬<0.1%+6+0.5%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,530$12.9 萬<0.1%00.0%不變–
IDXXIDEXX Laboratories IncCOM252$12.7 萬<0.1%−28−10.0%減碼歷史
FCNCAFirst Citizens Bancshares IncCL A69$12.7 萬<0.1%+6+9.5%加碼歷史
ADSKAutodesk, Inc.COM461$12.7 萬<0.1%−100−17.8%減碼歷史
ETHEGrayscale Ethereum Staking ETFETF5,801$12.7 萬<0.1%+5,801新進歷史
ABNBAirbnb, Inc.Stock1,000$12.7 萬<0.1%−643−39.1%減碼歷史
BAXBaxter International IncStock3,332$12.7 萬<0.1%+538+19.3%加碼歷史
HLNHaleon plcADR11,854$12.5 萬<0.1%−4,813−28.9%減碼歷史
PLDPrologis, Inc.REIT989$12.5 萬<0.1%+185+23.0%加碼歷史
ILMNIllumina, Inc.COM952$12.4 萬<0.1%+176+22.7%加碼歷史
TRMBTrimble Inc.COM1,999$12.4 萬<0.1%−1,373−40.7%減碼歷史
STTState Street CorpCOM1,402$12.4 萬<0.1%−18−1.3%減碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX2,507$12.4 萬<0.1%+1,254+100.1%加碼–
OPRAOpera LtdSPONSORED ADS8,000$12.4 萬<0.1%00.0%不變歷史
Victory Portfolios II92647N766VCSHS US 500 VOL1,431$12.3 萬<0.1%+354+32.9%加碼–
ANDEAndersons, Inc.COM2,454$12.3 萬<0.1%+367+17.6%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,713$12.3 萬<0.1%00.0%不變–
NSITInsight Enterprises IncCOM570$12.3 萬<0.1%−496−46.5%減碼歷史
MARMarriott International IncStock493$12.3 萬<0.1%+38+8.4%加碼歷史
VanEck Semiconductor ETF92189F676ETF496$12.2 萬<0.1%+20+4.2%加碼–
STXSeagate Technology Holdings plcORD SHS1,108$12.1 萬<0.1%−732−39.8%減碼歷史
APPAppLovin CorpCOM CL A929$12.1 萬<0.1%+358+62.7%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,654$12.1 萬<0.1%00.0%不變–
AAgilent Technologies, Inc.COM812$12.1 萬<0.1%+56+7.4%加碼歷史
HPEHewlett Packard Enterprise CoCOM5,882$12.0 萬<0.1%−888−13.1%減碼歷史
ORIOld Republic International CorpCOM3,397$12.0 萬<0.1%−882−20.6%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF593$11.9 萬<0.1%00.0%不變–
CNQCanadian Natural Resources LtdCOM3,575$11.9 萬<0.1%−2,008−36.0%減碼歷史
INFNInfinera CorpCOM17,500$11.8 萬<0.1%00.0%不變歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF2,242$11.8 萬<0.1%00.0%不變–
GWWW.W. Grainger, Inc.Stock113$11.7 萬<0.1%−93−45.1%減碼歷史
RSReliance, Inc.COM405$11.7 萬<0.1%−190−31.9%減碼歷史
GPIGroup 1 Automotive IncCOM305$11.7 萬<0.1%+38+14.2%加碼歷史
VMRKVivmark ResidentialSH BEN INT1,559$11.6 萬<0.1%+347+28.6%加碼歷史
iShares Tr46435G268RUSEL 2500 ETF1,714$11.6 萬<0.1%+5+0.3%加碼–
DOCHealthpeak Properties, Inc.COM5,063$11.6 萬<0.1%+269+5.6%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A2,663$11.6 萬<0.1%−1,401−34.5%減碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$11.6 萬<0.1%00.0%不變歷史
ETREntergy CorpCOM877$11.5 萬<0.1%+118+15.5%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock634$11.5 萬<0.1%+26+4.3%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF2,363$11.5 萬<0.1%+708+42.8%加碼–
LOGILogitech International S.A.SHS1,281$11.5 萬<0.1%−925−41.9%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 33,604$11.4 萬<0.1%−1,725−32.4%減碼歷史
ESEversource EnergyStock1,678$11.4 萬<0.1%+699+71.4%加碼歷史
Ea Series Trust02072L680STRIVE 500 ETF3,098$11.4 萬<0.1%00.0%不變–
KKellanovaStock1,414$11.4 萬<0.1%+165+13.2%加碼歷史
LNGCheniere Energy, Inc.COM NEW634$11.4 萬<0.1%+56+9.7%加碼歷史
FROFrontline plcCOM4,986$11.4 萬<0.1%+275+5.8%加碼歷史
GIBCgi IncCL A988$11.4 萬<0.1%−1,067−51.9%減碼歷史
ZMZoom Communications, Inc.Stock1,627$11.3 萬<0.1%−58−3.4%減碼歷史
Vanguard Materials ETF92204A801ETF536$11.3 萬<0.1%00.0%不變–
SSNCSS&C Technologies Holdings IncCOM1,524$11.3 萬<0.1%+67+4.6%加碼歷史
AITApplied Industrial Technologies IncCOM506$11.3 萬<0.1%+71+16.3%加碼歷史
CTVACorteva, Inc.Stock1,898$11.2 萬<0.1%−25−1.3%減碼歷史
BLDRBuilders FirstSource, Inc.Stock573$11.1 萬<0.1%−294−33.9%減碼歷史
AXONAxon Enterprise, Inc.COM277$11.1 萬<0.1%+10+3.7%加碼歷史
KVUEKenvue Inc.Stock4,773$11.0 萬<0.1%+555+13.2%加碼歷史
EQHEquitable Holdings, Inc.COM2,622$11.0 萬<0.1%+7+0.3%加碼歷史
KRKroger CoStock1,915$11.0 萬<0.1%+13+0.7%加碼歷史
DNPDNP Select Income Fund IncCOM10,885$10.9 萬<0.1%00.0%不變歷史
LSCCLattice Semiconductor CorpCOM2,055$10.9 萬<0.1%−517−20.1%減碼歷史
NUENucor CorpCOM723$10.9 萬<0.1%−204−22.0%減碼歷史
NLYAnnaly Capital Management IncREIT5,410$10.9 萬<0.1%+3,000+124.5%加碼歷史
TELTE Connectivity plcStock715$10.8 萬<0.1%+62+9.5%加碼歷史
GPCGenuine Parts CoStock771$10.8 萬<0.1%+281+57.3%加碼歷史
TUTelus CorpCOM6,387$10.7 萬<0.1%+370+6.1%加碼歷史
TTDTrade Desk, Inc.Stock962$10.5 萬<0.1%−128−11.7%減碼歷史
AMTMAmentum Holdings, Inc.COM3,248$10.5 萬<0.1%+3,248新進歷史
VNOVornado Realty TrustSH BEN INT2,640$10.4 萬<0.1%+16+0.6%加碼歷史
UHALU-Haul Holding CoCOM1,341$10.4 萬<0.1%+7+0.5%加碼歷史
TSNTyson Foods, Inc.Stock1,723$10.3 萬<0.1%−34−1.9%減碼歷史
TRPTC Energy CorpCOM2,156$10.3 萬<0.1%−264−10.9%減碼歷史
SUSuncor Energy IncStock2,771$10.2 萬<0.1%−83−2.9%減碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS993$10.2 萬<0.1%+4+0.4%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW14,838$10.2 萬<0.1%−9,163−38.2%減碼歷史
SUNSunoco LPCOM UT REP LP1,884$10.1 萬<0.1%00.0%不變歷史
PRAProassurance CorpCOM6,723$10.1 萬<0.1%+6,723新進歷史
SKMSK Telecom Co LtdSPONSORED ADR4,232$10.1 萬<0.1%+898+26.9%加碼歷史
ESIElement Solutions IncCOM3,686$10.0 萬<0.1%+630+20.6%加碼歷史
BCCBoise Cascade CoCOM710$10.0 萬<0.1%−242−25.4%減碼歷史
ICLRIcon PLCCOM348$10.0 萬<0.1%−46−11.7%減碼歷史
Etfis Ser Tr I26923G707VIRTUS NEWFLEET4,328$9.98 萬<0.1%+45+1.1%加碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,083$9.89 萬<0.1%−8−0.7%減碼–
TWLOTwilio IncCL A1,511$9.85 萬<0.1%−884−36.9%減碼歷史
STNStantec IncCOM1,225$9.85 萬<0.1%+59+5.1%加碼歷史
KDPKeurig Dr Pepper Inc.COM2,621$9.82 萬<0.1%+314+13.6%加碼歷史
INFYInfosys LtdSPONSORED ADR4,348$9.68 萬<0.1%+993+29.6%加碼歷史
COOPMaverick Merger Sub 2, LLCCOM1,049$9.67 萬<0.1%−1,149−52.3%減碼歷史
RMDResmed IncCOM395$9.65 萬<0.1%+32+8.8%加碼歷史
ATIAti IncStock1,441$9.64 萬<0.1%+3+0.2%加碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$9.64 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,368$9.62 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