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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/10 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
3,750
較 2024 年第 3 季 +712
總值
$17.8 億
較 2024 年第 3 季 +$2.00 億 (+12.6%)
申報日
2025/2/10
SEC
EverSource Wealth Advisors, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Advanced Marketing Services25456U109Stock1$00.0%00.0%不變–
TXMDTherapeuticsMD, Inc.COM NEW1$1<0.1%00.0%不變歷史
Tevogen Inc.G8028L107CLASS A ORD1$1<0.1%+1新進–
WKHSWorkhorse Group Inc.COM SHS1$1<0.1%00.0%不變歷史
BINIBollinger Innovations, Inc.COM NEW2$2<0.1%00.0%不變歷史
NNBRNN IncCOM1$3<0.1%+1新進歷史
TLRYTilray Brands, Inc.COM CL 22$3<0.1%+2新進歷史
UPWheels Up Experience Inc.COM CL A2$3<0.1%+2新進歷史
PRCHPorch Group, Inc.COM1$5<0.1%+1新進歷史
SAGESage Therapeutics, Inc.COM1$5<0.1%+1新進歷史
ARAYAccuray IncCOM3$6<0.1%+3新進歷史
TSVT2seventy bio, Inc.COMMON STOCK2$6<0.1%+2新進歷史
QTTBQ32 Bio Inc.COM2$7<0.1%+2新進歷史
FLWS1 800 Flowers Com IncCL A1$8<0.1%−234−99.6%減碼歷史
MAXNQMaxeon Solar Technologies, Ltd.Stock1$8<0.1%−396−99.7%減碼歷史
SMRTSmartRent, Inc.COM CL A5$9<0.1%+5新進歷史
EAFGraftech International LtdCOM5$9<0.1%+5新進歷史
SMXTSolarMax Technology, Inc.COM SHS6$10<0.1%+6新進歷史
HNRGHallador Energy CoStock1$11<0.1%+1新進歷史
NVTSNavitas Semiconductor CorpCOM3$11<0.1%+3新進歷史
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW1$12<0.1%+1新進歷史
BPTHBio-Path Holdings, Inc.COM NEW10$12<0.1%00.0%不變歷史
Diana Shipping Inc.Y2066G138*W EXP 12/14/202116$13<0.1%+116新進–
NEWTNewtekOne, Inc.COM NEW1$13<0.1%+1新進歷史
CCCCC4 Therapeutics, Inc.COM STK4$14<0.1%+4新進歷史
OOMAOoma IncCOM1$14<0.1%+1新進歷史
INZYInozyme Pharma, Inc.COM5$14<0.1%+5新進歷史
PKEPark Aerospace CorpCOM1$15<0.1%+1新進歷史
ERASErasca, Inc.COM6$15<0.1%+6新進歷史
HUMAHumacyte, Inc.COM3$15<0.1%+3新進歷史
OPFIOppFi Inc.COM CL A2$15<0.1%+2新進歷史
ECEcopetrol S.A.SPONSORED ADS2$16<0.1%−904−99.8%減碼歷史
EVIEvi Industries, Inc.COM1$16<0.1%+1新進歷史
TRCTejon Ranch CoCOM1$16<0.1%+1新進歷史
PRMEPrime Medicine, Inc.COM6$18<0.1%−100−94.3%減碼歷史
RAPPRapport Therapeutics, Inc.COM1$18<0.1%+1新進歷史
OPOpenPayd Global Holdings LtdCOM16$19<0.1%+16新進歷史
BBCPConcrete Pumping Holdings, Inc.COM3$20<0.1%+3新進歷史
OVIDOvid Therapeutics Inc.COM21$20<0.1%+21新進歷史
VELVelocity Financial, Inc.COM1$20<0.1%+1新進歷史
DOMOHuckleberry.ai, Inc.Stock3$21<0.1%+3新進歷史
PACKRanpak Holdings Corp.COM CL A3$21<0.1%+3新進歷史
RVNCRevance Therapeutics, Inc.COM7$21<0.1%+7新進歷史
ISTRInvestar Holding CorpCOM1$22<0.1%+1新進歷史
KLTRKaltura IncCOM10$22<0.1%+10新進歷史
TEADTeads Holding Co.COM3$22<0.1%+3新進歷史
GRTSGritstone bio, Inc.COM1,724$22<0.1%00.0%不變歷史
Amplify ETF Tr032108631AMPLIFY ALTERNAT10$22<0.1%−7,796−99.9%減碼–
GWRSGlobal Water Resources, Inc.COM2$23<0.1%+2新進歷史
CLLSCellectis S.A.SPON ADS13$23<0.1%00.0%不變歷史
TLSTelos CorpCOM7$24<0.1%+7新進歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW32$24<0.1%+32新進歷史
Verde Clean Fuels, Inc.15130M102CLASS A ORD SHS6$24<0.1%+6新進–
Virtus ETF Tr II92790A868KAR MID-CAP ETF1$24<0.1%+1新進–
CCNECNB Financial CorpCOM1$25<0.1%+1新進歷史
LYRALyra Therapeutics, Inc.COM119$25<0.1%+119新進歷史
Starz Entertainment Corp535919401CL A VTG3$26<0.1%+3新進–
AKBAAkebia Therapeutics, Inc.COM14$27<0.1%+14新進歷史
BBAIBigBear.ai Holdings, Inc.COM6$27<0.1%+6新進歷史
GOEVCanoo Inc.COM19$27<0.1%+19新進歷史
BOCBoston Omaha CorpStock2$28<0.1%−39−95.1%減碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM4$28<0.1%+4新進歷史
TERNTerns Pharmaceuticals, Inc.COM5$28<0.1%+5新進歷史
HTZWWHertz Global Holdings, IncCommon Stock13$28<0.1%00.0%不變歷史
TMCITreace Medical Concepts, Inc.COM4$30<0.1%+4新進歷史
ATOSAtossa Therapeutics, Inc.COM32$30<0.1%+32新進歷史
VERUVeru Inc.COM46$30<0.1%+46新進歷史
XFORX4 Pharmaceuticals, IncCOM41$30<0.1%+41新進歷史
IVVDInvivyd, Inc.COM71$31<0.1%+71新進歷史
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$31<0.1%00.0%不變歷史
PEBKPeoples Bancorp of North Carolina IncCOM1$31<0.1%+1新進歷史
INDIindie Semiconductor, Inc.CLASS A COM8$32<0.1%+8新進歷史
CRMDCorMedix Inc.COM4$32<0.1%+4新進歷史
NMRANeumora Therapeutics, Inc.COM3$32<0.1%+3新進歷史
SMTISanara MedTech Inc.COM1$33<0.1%+1新進歷史
STOKStoke Therapeutics, Inc.COM3$33<0.1%+3新進歷史
TRSTTrustco Bank Corp N YCOM NEW1$33<0.1%+1新進歷史
QVCGAOld QVC Group, Inc.COM SER A100$33<0.1%00.0%不變歷史
QBTSD-Wave Quantum Inc.Stock4$34<0.1%+4新進歷史
DARDarling Ingredients Inc.COM1$34<0.1%−148−99.3%減碼歷史
ARDTArdent Health, Inc.COM2$34<0.1%+2新進歷史
NADNuveen Quality Municipal Income FundCOM3$35<0.1%00.0%不變歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM19$35<0.1%+19新進歷史
PLSEPulse Biosciences, Inc.COM2$35<0.1%+2新進歷史
TBCHTurtle Beach CorpCOM NEW2$35<0.1%+2新進歷史
MDWDMediWound Ltd.SHS NEW2$36<0.1%+2新進歷史
MBINMerchants BancorpCOM1$36<0.1%+1新進歷史
AMPHAmphastar Pharmaceuticals, Inc.COM1$37<0.1%+1新進歷史
ONTOnterris, Inc.COM2$37<0.1%+2新進歷史
ULBIUltralife CorpCOM5$37<0.1%+5新進歷史
iShares Inc464286285JP MRGN EM HI BD1$38<0.1%+1新進–
CMCLCaledonia Mining Corp PlcSHS NEW4$38<0.1%+4新進歷史
NRGVEnergy Vault Holdings, Inc.COM18$41<0.1%+18新進歷史
AFRIForafric Global PLCORDINARY SHARES4$41<0.1%+4新進歷史
FNAParagon 28, Inc.COM4$41<0.1%+4新進歷史
ZVRAZevra Therapeutics, Inc.COM NEW5$42<0.1%+5新進歷史
ESCAEscalade IncCOM3$43<0.1%+3新進歷史
MBWMMercantile Bank CorpCOM1$44<0.1%+1新進歷史
CTNMContineum Therapeutics, Inc.CL A3$44<0.1%+3新進歷史
PAYSPaysign, Inc.COM15$45<0.1%+15新進歷史

2024 年第 3 季之後清倉(112 檔)

2024 年第 3 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 112 檔。

EverSource Wealth Advisors, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
iShares Tr464287275GBL COMM SVC ETF29,130$274.2 萬0.2%–
iShares Inc46434G772MSCI TAIWAN ETF7,626$41.1 萬<0.1%–
DBLDoubleLine Opportunistic Credit FundCOM9,408$14.9 萬<0.1%歷史
SWNSouthwestern Energy CoCOM11,792$8.38 萬<0.1%歷史
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW2,500$8.29 萬<0.1%歷史
MROMarathon Oil CorpCOM2,915$7.76 萬<0.1%歷史
ORANYOrangeSPONSORED ADR6,595$7.57 萬<0.1%歷史
Global X FDS37954Y483NASDAQ 100 COVER3,809$6.87 萬<0.1%–
DSLDoubleLine Income Solutions FundCOM4,000$5.19 萬<0.1%歷史
ETF Ser Solutions26922A222APTUS COLLRD INV1,210$4.81 萬<0.1%–
Victory Portfolios II92647N527CORE BD ETF974$4.67 萬<0.1%–
PGZPrincipal Real Estate Income FundSHS BEN INT4,149$4.64 萬<0.1%歷史
iShares Tr464288851US OIL GS EX ETF450$4.12 萬<0.1%–
SRTAStrata Critical Medical, Inc.CL A COM12,000$3.53 萬<0.1%歷史
AGRAvangrid, Inc.COM910$3.26 萬<0.1%歷史
Schwab International Small-Cap Equity ETF808524888ETF729$2.81 萬<0.1%–
PRMWPrimo Water CorpCOM1,022$2.58 萬<0.1%歷史
WisdomTree Tr97717W315EMER MKT HIGH FD550$2.42 萬<0.1%–
SRCLStericycle IncCOM329$2.01 萬<0.1%歷史
VGRVector Group LtdCOM1,345$2.01 萬<0.1%歷史
Innovator ETFs Trust45782C409US EQTY BUFR JAN400$1.86 萬<0.1%–
CNRCore Natural Resources, Inc.COM171$1.79 萬<0.1%歷史
Innovator ETFs Trust45782C888US EQT BUFR APR400$1.73 萬<0.1%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$1.58 萬<0.1%–
Goldman Sachs ETF Tr381430479ACCESS INVT GR333$1.58 萬<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP293$1.57 萬<0.1%–
SBRSabine Royalty TrustUNIT BEN INT255$1.57 萬<0.1%歷史
ETF Ser Solutions26922A388APTUS DEFINED541$1.53 萬<0.1%–
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$1.51 萬<0.1%–
ENVEnvestnet, Inc.COM240$1.50 萬<0.1%歷史
Atlantica Sustainable Infr PG0751N103SHS648$1.42 萬<0.1%–
SQSPSquarespace, Inc.CLASS A306$1.42 萬<0.1%歷史
Greenbrier Cos Inc393657AM3NOTE 2.875% 4/112,000$1.32 萬<0.1%–
Akamai Technologies Inc00971TAL5NOTE 0.375% 9/012,000$1.24 萬<0.1%–
Lci Inds501812AB7NOTE 1.125% 5/112,000$1.21 萬<0.1%–
ETF Ser Solutions26922A446OPUS SML CP VL301$1.13 萬<0.1%–
ASTHAstrana Health, Inc.COM NEW188$1.09 萬<0.1%歷史
Innovator ETFs Trust45782C870US EQT PWR BUF300$1.08 萬<0.1%–
Ford MTR Co Del345370CZ1NOTE 3/111,000$1.08 萬<0.1%–
INSTInstructure Holdings, Inc.COM451$1.06 萬<0.1%歷史
SHOSunstone Hotel Investors, Inc.COM858$8,855<0.1%歷史
iShares Tr46435G219INVT GRAD SY ETF177$8,225<0.1%–
PLPlanet Labs PBCCOM CL A3,500$7,805<0.1%歷史
TWITitan International IncCOM902$7,333<0.1%歷史
PRFTPerficient IncCOM93$7,019<0.1%歷史
Affimed N VN01045207ORDINARY SHS NEW2,000$6,720<0.1%–
Biomarin Pharmaceutical Inc09061GAK7NOTE 1.250% 5/17,000$6,654<0.1%–
RMRRMR Group Inc.CL A259$6,573<0.1%歷史
PKSTPeakstone Realty TrustCommon Stock476$6,492<0.1%歷史
THRMGentherm IncCOM135$6,284<0.1%歷史
CTLTCatalent, Inc.COM100$6,056<0.1%歷史
Victory Portfolios II92647N535SHORT TRM BD ETF117$5,930<0.1%–
Innovator ETFs Trust45782C383US EQTY PWR BUF150$5,888<0.1%–
John Bean Technologies Corp477839AB0NOTE 0.250% 5/16,000$5,620<0.1%–
IMCRImmunocore Holdings plcADS167$5,199<0.1%歷史
VSTOVista Outdoor Inc.COM124$4,859<0.1%歷史
Olink Hldg AB680710100SPONSORED ADS173$4,512<0.1%–
AXNXAxonics, Inc.COM63$4,384<0.1%歷史
LANDGladstone Land CorpCOM296$4,114<0.1%歷史
Series Portfolios Tr81752T510UNUSUAL WHLS DEM104$3,890<0.1%–
Series Portfolios Tr81752T494UNUSUAL WHALES117$3,673<0.1%–
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF96$3,374<0.1%–
PWSCPowerschool Holdings, Inc.COM CL A138$3,148<0.1%歷史
TWKSThoughtworks Holding, Inc.COM706$3,121<0.1%歷史
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -341$2,974<0.1%歷史
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2,859<0.1%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2,796<0.1%歷史
MYEMyers Industries IncCOM183$2,529<0.1%歷史
GOTUGaotu Techedu Inc.SPONSORED ADS627$2,458<0.1%歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2,213<0.1%–
FORRForrester Research, Inc.COM100$1,801<0.1%歷史
Exscientia PLC30223G102ADS342$1,669<0.1%–
MGPIMGP Ingredients IncCOM19$1,582<0.1%歷史
NNOXNano-X Imaging Ltd.ORD SHS233$1,417<0.1%歷史
NOAHNoah Holdings LtdSPON ADS112$1,381<0.1%歷史
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1,197<0.1%–
HAYNHaynes International IncCOM NEW20$1,191<0.1%歷史
EVAEnviva, LLCCOM2,851$1,154<0.1%歷史
ODPODP CorpCOM38$1,131<0.1%歷史
Jacob FDS Inc469785703FORWARD ETF100$1,078<0.1%–
CHUYChuy's Holdings, Inc.COM26$972<0.1%歷史
Abrdn ETFs003261104BBRG ALL COMD K146$940<0.1%–
LKFTLakefront Biotherapeutics NVSPON ADR32$921<0.1%歷史
PDSPrecision Drilling CorpCOM NEW12$740<0.1%歷史
NAKNorthern Dynasty Minerals LtdCOM NEW2,000$663<0.1%歷史
KLRSKalaris Therapeutics, Inc.COM695$562<0.1%歷史
Curevac N VN2451R105COM181$532<0.1%–
NVEENV5 Global, Inc.COM5$467<0.1%歷史
LEGHLegacy Housing CorpCOM17$465<0.1%歷史
RCMR1 RCM Inc.COM32$453<0.1%歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK55$412<0.1%歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG28$351<0.1%歷史
RILYBRC Group Holdings, Inc.COM55$289<0.1%歷史
GRNBarclays Bank PLCETN 4910$260<0.1%歷史
ACHAccendra Health IncStock16$251<0.1%歷史
RENTRent the Runway, Inc.CL A NEW26$251<0.1%歷史
AVIRAtea Pharmaceuticals, Inc.COM69$231<0.1%歷史
Sprott FDS Tr85208P303URANIUM MINERS E3$138<0.1%–
CURICuriosityStream Inc.COM CL A54$103<0.1%歷史
EHTHeHealth, Inc.COM20$82<0.1%歷史