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Livermore
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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
TRTXTPG RE Finance Trust, Inc.COM166$1,411<0.1%+166新進歷史
MIRMirion Technologies, Inc.COM CL A81$1,414<0.1%+81新進歷史
HAINHain Celestial Group IncCOM230$1,414<0.1%−38−14.2%減碼歷史
PDPagerDuty, Inc.COM78$1,424<0.1%+56+254.5%加碼歷史
ALMSAlumis Inc.COM182$1,430<0.1%+182新進歷史
PRTAProthena Corp Public Ltd CoSHS104$1,441<0.1%+9+9.5%加碼歷史
UVSPUnivest Financial CorpCOM49$1,446<0.1%+49新進歷史
RKLBRocket Lab CorpCOM57$1,451<0.1%+57新進歷史
LCIDLucid Group, Inc.COM481$1,453<0.1%+291+153.2%加碼歷史
EZPWEzcorp IncCL A NON VTG119$1,454<0.1%+4+3.5%加碼歷史
ACUAcme United CorpCOM39$1,456<0.1%00.0%不變歷史
RHPRyman Hospitality Properties, Inc.COM14$1,461<0.1%+9+180.0%加碼歷史
YOUClear Secure, Inc.COM CL A55$1,465<0.1%+28+103.7%加碼歷史
PAYOPayoneer Global Inc.COM146$1,466<0.1%+146新進歷史
VTOLBristow Group Inc.COM43$1,475<0.1%+4+10.3%加碼歷史
FRMEFirst Merchants CorpCOM37$1,476<0.1%−12−24.5%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL36$1,476<0.1%+1+2.9%加碼–
CRCTCricut, Inc.COM CL A259$1,477<0.1%+65+33.5%加碼歷史
GDOTGreen Dot CorpCL A139$1,479<0.1%+25+21.9%加碼歷史
DKDelek US Holdings, Inc.COM80$1,481<0.1%+61+321.1%加碼歷史
GEVOGevo, Inc.COM PAR714$1,492<0.1%00.0%不變歷史
ZETAZeta Global Holdings Corp.CL A83$1,494<0.1%−36−30.3%減碼歷史
AMSFAmerisafe IncCOM29$1,495<0.1%+29新進歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW66$1,496<0.1%+47+247.4%加碼歷史
BRBSBlue Ridge Bankshares, Inc.COM466$1,501<0.1%−465−49.9%減碼歷史
PRDOPerdoceo Education CorpCOM57$1,509<0.1%+11+23.9%加碼歷史
LFMDLifeMD, Inc.COM305$1,510<0.1%+305新進歷史
BEAMBeam Therapeutics Inc.COM61$1,512<0.1%00.0%不變歷史
LGIHLGI Homes, Inc.COM17$1,520<0.1%+12+240.0%加碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT41$1,526<0.1%+12+41.4%加碼歷史
PRCTPROCEPT BioRobotics CorpCOM19$1,530<0.1%+4+26.7%加碼歷史
BHVNBiohaven Ltd.COM41$1,532<0.1%+41新進歷史
NLNli Holdings, Inc.COM NEW198$1,538<0.1%00.0%不變歷史
EEExcelerate Energy, Inc.CL A COM51$1,543<0.1%+18+54.5%加碼歷史
VMEOVimeo, Inc.COMMON STOCK241$1,543<0.1%−602−71.4%減碼歷史
AGIOAgios Pharmaceuticals, Inc.COM47$1,544<0.1%+26+123.8%加碼歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1,545<0.1%00.0%不變–
ROICRetail Opportunity Investments CorpCOM89$1,545<0.1%+4+4.7%加碼歷史
TNCTennant CoCOM19$1,549<0.1%+19新進歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN41$1,554<0.1%−25−37.9%減碼歷史
SITCSITE Centers Corp.COM102$1,560<0.1%−88−46.3%減碼歷史
Global X FDS37954Y814FINTECH ETF50$1,561<0.1%00.0%不變–
FRPHFRP Holdings, Inc.COM51$1,562<0.1%+13+34.2%加碼歷史
BOWBowhead Specialty Holdings Inc.COM SHS44$1,563<0.1%+44新進歷史
FFWMFirst Foundation Inc.COM252$1,565<0.1%00.0%不變歷史
GABCGerman American Bancorp, Inc.Stock39$1,569<0.1%+39新進歷史
CSTMConstellium SECL A SHS153$1,571<0.1%−349−69.5%減碼歷史
WLYJohn Wiley & Sons, Inc.CL A36$1,573<0.1%+16+80.0%加碼歷史
RHRHCOM4$1,574<0.1%−2−33.3%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,581<0.1%00.0%不變歷史
UCTTUltra Clean Holdings, Inc.COM44$1,582<0.1%−25−36.2%減碼歷史
ETF Ser Solutions26922A321DISTILLATE US29$1,593<0.1%−477−94.3%減碼–
ALECAlector, Inc.COM843$1,593<0.1%+843新進歷史
MHOM/I Homes, Inc.COM12$1,596<0.1%+8+200.0%加碼歷史
NATNordic American Tankers LtdCOM640$1,600<0.1%+640新進歷史
iShares Global Clean Energy ETF464288224ETF141$1,605<0.1%+137+3,425.0%加碼–
ACLXArcellx, Inc.COMMON STOCK21$1,610<0.1%+21新進歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1,625<0.1%−590−96.7%減碼–
UEUrban Edge PropertiesCOM76$1,635<0.1%+43+130.3%加碼歷史
JRVRJames River Group Holdings, Inc.COM336$1,636<0.1%+201+148.9%加碼歷史
AMALAmalgamated Financial Corp.COM49$1,640<0.1%+49新進歷史
EPACEnerpac Tool Group CorpCL A COM40$1,643<0.1%+40新進歷史
RUMRUM Group Inc.Stock127$1,652<0.1%+27+27.0%加碼歷史
CIOCity Office REIT, Inc.COM300$1,656<0.1%00.0%不變歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW272$1,659<0.1%−414−60.3%減碼歷史
BHRBraemar Hotels & Resorts Inc.COM554$1,662<0.1%+14+2.6%加碼歷史
CIMChimera Investment CorpCOM SHS119$1,666<0.1%+39+48.8%加碼歷史
CIBGrupo Cibest S.A.SPON ADR PREF53$1,670<0.1%−160−75.1%減碼歷史
BRKLBrookline Bancorp IncCOM142$1,676<0.1%−997−87.5%減碼歷史
STBAS&T Bancorp IncCOM44$1,682<0.1%+44新進歷史
JOUTJohnson Outdoors IncCL A51$1,683<0.1%+51新進歷史
OPKOpko Health, Inc.COM1,146$1,684<0.1%+145+14.5%加碼歷史
EFSCEnterprise Financial Services CorpCOM30$1,692<0.1%+17+130.8%加碼歷史
SFIXStitch Fix, Inc.Stock393$1,694<0.1%+353+882.5%加碼歷史
HRTGHeritage Insurance Holdings, Inc.COM140$1,694<0.1%+140新進歷史
CERTCertara, Inc.COM159$1,694<0.1%−129−44.8%減碼歷史
UVEUniversal Insurance Holdings, Inc.COM81$1,706<0.1%+81新進歷史
FSPFranklin Street Properties CorpCOM932$1,706<0.1%00.0%不變歷史
OSPNOneSpan Inc.COM92$1,706<0.1%+92新進歷史
PAHCPhibro Animal Health CorpCL A COM82$1,722<0.1%+82新進歷史
KAIKadant IncCOM5$1,725<0.1%+2+66.7%加碼歷史
FLRFluor CorpStock35$1,726<0.1%+35新進歷史
ROGRogers CorpCOM17$1,727<0.1%+8+88.9%加碼歷史
TFINTriumph Financial, Inc.COM19$1,727<0.1%+3+18.8%加碼歷史
KLXEKLX Energy Services Holdings, Inc.COM NEW349$1,738<0.1%00.0%不變歷史
PSECProspect Capital CorpCOM405$1,745<0.1%−3,731−90.2%減碼歷史
FFFutureFuel Corp.COM332$1,756<0.1%+332新進歷史
MVBFMVB Financial CorpCOM85$1,760<0.1%00.0%不變歷史
LMNDLemonade, Inc.Stock48$1,761<0.1%−31−39.2%減碼歷史
CATYCathay General BancorpCOM37$1,761<0.1%+12+48.0%加碼歷史
CHRSCoherus Oncology, Inc.COM1,279$1,765<0.1%+1,279新進歷史
VIRVir Biotechnology, Inc.COM241$1,769<0.1%+71+41.8%加碼歷史
PAXPatria Investments LtdCOM CL A154$1,791<0.1%+154新進歷史
UMHUmh Properties, Inc.COM95$1,794<0.1%+95新進歷史
XERSXeris Biopharma Holdings, Inc.COM529$1,794<0.1%+61+13.0%加碼歷史
UBSIUnited Bankshares IncCOM48$1,802<0.1%−15−23.8%減碼歷史
CTBICommunity Trust Bancorp IncCOM34$1,803<0.1%+34新進歷史
SWTXSpringWorks Therapeutics, Inc.COM50$1,807<0.1%+24+92.3%加碼歷史
HSIIHeidrick & Struggles International IncCOM41$1,817<0.1%00.0%不變歷史
TREELendingTree, Inc.COM47$1,821<0.1%+4+9.3%加碼歷史

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