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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 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
MFAMfa Financial, Inc.COM180$1,835<0.1%+175+3,500.0%加碼歷史
INVXInnovex International, Inc.COM132$1,844<0.1%−1−0.8%減碼歷史
GOGOGogo Inc.COM228$1,845<0.1%+228新進歷史
FLICFirst of Long Island CorpCOM158$1,846<0.1%+10+6.8%加碼歷史
AFCGAdvanced Flower Capital Inc.COM222$1,849<0.1%+222新進歷史
TENBTenable Holdings, Inc.COM47$1,851<0.1%+35+291.7%加碼歷史
IBRXImmunityBio, Inc.COM723$1,851<0.1%00.0%不變歷史
ETDEthan Allen Interiors IncCOM66$1,856<0.1%+32+94.1%加碼歷史
CDECoeur Mining, Inc.COM NEW325$1,859<0.1%+325新進歷史
American Centy ETF Tr025072562AVANTIS CORE FI46$1,866<0.1%00.0%不變–
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1,869<0.1%+66新進–
EVCEntravision Communications CorpCL A796$1,871<0.1%+796新進歷史
CWANClearwater Analytics Holdings, Inc.CL A68$1,871<0.1%+47+223.8%加碼歷史
ALVAutoliv IncCOM20$1,877<0.1%−64−76.2%減碼歷史
TIPTTiptree Inc.COM90$1,877<0.1%+26+40.6%加碼歷史
NUVLNuvalent, Inc.COM24$1,879<0.1%+3+14.3%加碼歷史
GTMZoomInfo Technologies Inc.Stock179$1,881<0.1%+77+75.5%加碼歷史
CNNECannae Holdings, Inc.COM95$1,887<0.1%+45+90.0%加碼歷史
TRNOTerreno Realty CorpCOM32$1,893<0.1%+4+14.3%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF20$1,896<0.1%00.0%不變–
WisdomTree Tr97717W109US TOTAL DIVIDND25$1,897<0.1%−553−95.7%減碼–
HTLFHeartland Financial USA IncCOM31$1,900<0.1%−12−27.9%減碼歷史
REPLReplimune Group, Inc.COM157$1,901<0.1%00.0%不變歷史
NVCRNovoCure LtdORD SHS64$1,907<0.1%+26+68.4%加碼歷史
PRIMPrimoris Services CorpStock25$1,910<0.1%+15+150.0%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX9$1,914<0.1%+9新進–
QUREuniQure N.V.SHS109$1,925<0.1%00.0%不變歷史
Vanguard World FD921910725ESG INTL STK ETF34$1,928<0.1%+34新進–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF76$1,932<0.1%+51+204.0%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF38$1,943<0.1%−2,600−98.6%減碼–
BRSLBrightstar Lottery PLCSHS USD110$1,943<0.1%+4+3.8%加碼歷史
ADAMAdamas Trust, Inc.COM321$1,945<0.1%−367−53.3%減碼歷史
IVRInvesco Mortgage Capital Inc.COM242$1,948<0.1%+187+340.0%加碼歷史
GKOSGLAUKOS CorpCOM13$1,950<0.1%+4+44.4%加碼歷史
ANIKAnika Therapeutics, Inc.COM119$1,959<0.1%+56+88.9%加碼歷史
AHRTAH Realty Trust, Inc.COM192$1,960<0.1%+10+5.5%加碼歷史
OLPOne Liberty Properties IncCOM72$1,961<0.1%00.0%不變歷史
IPGPIpg Photonics CorpCOM27$1,963<0.1%−4−12.9%減碼歷史
CORZCore Scientific, Inc.COM140$1,967<0.1%+91+185.7%加碼歷史
BRYBerry Corp (bry)COM479$1,978<0.1%+247+106.5%加碼歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW298$1,982<0.1%+222+292.1%加碼歷史
Amplify ETF Tr032108649AMPLIFY JUNIOR S200$1,986<0.1%+200新進–
BURBurford Capital LtdORD SHS156$1,989<0.1%−67−30.0%減碼歷史
HBIOHarvard Bioscience IncCOM948$2,000<0.1%+428+82.3%加碼歷史
WTTRSelect Water Solutions, Inc.CL A COM152$2,012<0.1%+152新進歷史
MGRCMcGrath RentcorpCOM18$2,013<0.1%+18新進歷史
SKWDSkyward Specialty Insurance Group, Inc.COM40$2,022<0.1%+40新進歷史
DMLPDorchester Minerals, L.P.COM UNIT61$2,033<0.1%00.0%不變歷史
KFRCKforce IncCOM36$2,041<0.1%+17+89.5%加碼歷史
LFVNLifevantage CorpCOM NEW118$2,064<0.1%+1+0.9%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM99$2,066<0.1%+99新進歷史
PLYMPlymouth Industrial REIT, Inc.COM117$2,077<0.1%+117新進歷史
AHCOAdaptHealth Corp.COMMON STOCK220$2,094<0.1%+2+0.9%加碼歷史
UPSTUpstart Holdings, Inc.COM34$2,094<0.1%+5+17.2%加碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI103$2,098<0.1%00.0%不變–
NBTBNBT Bancorp IncCOM44$2,102<0.1%+18+69.2%加碼歷史
KWRQuaker Chemical CorpCOM15$2,112<0.1%−6−28.6%減碼歷史
STAAStaar Surgical CoCOM PAR $0.0187$2,114<0.1%+87新進歷史
MATVMativ Holdings, Inc.COM194$2,115<0.1%−238−55.1%減碼歷史
TDOCTeladoc Health, Inc.COM233$2,118<0.1%+67+40.4%加碼歷史
iShares Inc464286509MSCI CDA ETF53$2,129<0.1%+3+6.0%加碼–
STEPStepStone Group Inc.COM CL A37$2,142<0.1%−485−92.9%減碼歷史
QNSTQuinstreet, IncCOM93$2,145<0.1%−38−29.0%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2,147<0.1%00.0%不變–
Schwab U.S. REIT ETF808524847ETF102$2,153<0.1%00.0%不變–
EBCEastern Bankshares, Inc.COM126$2,174<0.1%−31−19.7%減碼歷史
CAMTCamtek LtdORD27$2,181<0.1%+2+8.0%加碼歷史
IOTSamsara Inc.Stock50$2,185<0.1%+14+38.9%加碼歷史
PEBOPeoples Bancorp IncCOM69$2,186<0.1%+69新進歷史
EBFEnnis, Inc.COM104$2,193<0.1%+34+48.6%加碼歷史
Despegar Com CorpG27358103ORD SHS114$2,194<0.1%−22−16.2%減碼–
HWKNHawkins IncCOM18$2,208<0.1%+14+350.0%加碼歷史
iShares MSCI India ETF46429B598ETF42$2,211<0.1%−8,193−99.5%減碼–
MATWMatthews International CorpCL A80$2,214<0.1%−241−75.1%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM118$2,218<0.1%+5+4.4%加碼歷史
WHDCactus, Inc.CL A38$2,218<0.1%+14+58.3%加碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2,224<0.1%00.0%不變–
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS199$2,225<0.1%−277−58.2%減碼歷史
AXAxos Financial, Inc.COM32$2,235<0.1%−32−50.0%減碼歷史
CELHCelsius Holdings, Inc.COM NEW85$2,239<0.1%+48+129.7%加碼歷史
APPNAppian CorpCL A68$2,243<0.1%−14−17.1%減碼歷史
CRAICra International, Inc.COM12$2,246<0.1%+12新進歷史
CALYCallaway Golf CoCOM288$2,264<0.1%−103−26.3%減碼歷史
ENPHEnphase Energy, Inc.Stock33$2,266<0.1%−9−21.4%減碼歷史
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2,272<0.1%00.0%不變–
MESOMesoblast LtdADR115$2,277<0.1%+41+55.4%加碼歷史
FFICFlushing Financial CorpCOM160$2,284<0.1%+74+86.0%加碼歷史
OTTROtter Tail CorpCOM31$2,289<0.1%+31新進歷史
AGROAdecoagro S.A.COM243$2,291<0.1%−129−34.7%減碼歷史
DCODucommun IncCOM36$2,292<0.1%+14+63.6%加碼歷史
DRVNDriven Brands Holdings Inc.COM142$2,293<0.1%+11+8.4%加碼歷史
CLARClarus CorpCOM509$2,296<0.1%+509新進歷史
HIMSHims & Hers Health, Inc.Stock95$2,297<0.1%+95新進歷史
CACCamden National CorpCOM54$2,308<0.1%+21+63.6%加碼歷史
APIAgora, Inc.ADS555$2,309<0.1%+55+11.0%加碼歷史
FFBCFirst Financial BancorpCOM86$2,312<0.1%+44+104.8%加碼歷史
MSBIMidland States Bancorp, Inc.COM95$2,318<0.1%+95新進歷史
UECUranium Energy CorpCOM349$2,334<0.1%+47+15.6%加碼歷史
DRSLeonardo DRS, Inc.Stock73$2,358<0.1%+73新進歷史
BBTBeacon Financial CorpCOM83$2,360<0.1%+41+97.6%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