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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
iShares Tr46434V860TRS FLT RT BD47$2,372<0.1%+47新進–
CVGWCalavo Growers IncCOM93$2,372<0.1%+16+20.8%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A37$2,374<0.1%00.0%不變歷史
RMAXRE/MAX Holdings, Inc.CL A224$2,390<0.1%+7+3.2%加碼歷史
CYTKCytokinetics IncCOM NEW51$2,398<0.1%+13+34.2%加碼歷史
ATECAlphatec Holdings, Inc.COM NEW262$2,405<0.1%+262新進歷史
MLMoneylion Inc.COMM STK28$2,408<0.1%+28新進歷史
WMSAdvanced Drainage Systems, Inc.COM21$2,427<0.1%−9−30.0%減碼歷史
STCStewart Information Services CorpCOM36$2,430<0.1%+32+800.0%加碼歷史
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2,438<0.1%00.0%不變–
EPMEvolution Petroleum CorpCOM470$2,458<0.1%+470新進歷史
CLSKCleanspark, Inc.COM NEW268$2,468<0.1%+42+18.6%加碼歷史
Fidelity Covington Trust316092303CONSMR STAPLES50$2,472<0.1%+50新進–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2,475<0.1%00.0%不變–
TGITriumph Group IncCOM133$2,482<0.1%+15+12.7%加碼歷史
EVRIEveri Holdings Inc.COM184$2,485<0.1%+16+9.5%加碼歷史
MTUSMetallus Inc.COM176$2,487<0.1%+56+46.7%加碼歷史
RVMDRevolution Medicines, Inc.COM57$2,493<0.1%+29+103.6%加碼歷史
TTGTTechTarget, Inc.COM NEW126$2,498<0.1%+124+6,200.0%加碼歷史
TXG10x Genomics, Inc.CL A COM174$2,499<0.1%−64−26.9%減碼歷史
HLITHarmonic Inc.COM189$2,500<0.1%+20+11.8%加碼歷史
WMKWeis Markets IncCOM37$2,505<0.1%+9+32.1%加碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,513<0.1%00.0%不變–
CHEFChefs' Warehouse, Inc.COM51$2,515<0.1%+13+34.2%加碼歷史
FERFerrovial N.V.ORD SHS60$2,522<0.1%+60新進歷史
BPOPPopular, Inc.COM NEW27$2,539<0.1%−54−66.7%減碼歷史
AURAurora Innovation, Inc.CLASS A COM406$2,558<0.1%+264+185.9%加碼歷史
TVTXTravere Therapeutics, Inc.COM147$2,561<0.1%+147新進歷史
HCIHCI Group, Inc.COM22$2,563<0.1%+14+175.0%加碼歷史
ZLABZai Lab LtdADR98$2,567<0.1%+3+3.2%加碼歷史
ADVAdvantage Solutions Inc.COM CL A879$2,567<0.1%+91+11.5%加碼歷史
NENoble Corp plcORD SHS A82$2,575<0.1%+56+215.4%加碼歷史
SUZSuzano S.A.SPON ADS256$2,591<0.1%00.0%不變歷史
AVNSAvanos Medical, Inc.Stock163$2,595<0.1%+25+18.1%加碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ24$2,598<0.1%+24新進–
SEDGSolaredge Technologies, Inc.COM193$2,625<0.1%+191+9,550.0%加碼歷史
Aim ETF Products Trust00888H208ALLIANZIM US EQT80$2,626<0.1%−300−78.9%減碼–
CCCCCC Intelligent Solutions Holdings Inc.COM224$2,628<0.1%00.0%不變歷史
NBRNabors Industries LtdSHS46$2,630<0.1%−82−64.1%減碼歷史
RWTRedwood Trust IncCOM403$2,632<0.1%+257+176.0%加碼歷史
MLABMesa Laboratories IncCOM20$2,638<0.1%+9+81.8%加碼歷史
ALGMAllegro Microsystems, Inc.COM121$2,646<0.1%+96+384.0%加碼歷史
NTGRNetgear, Inc.COM95$2,648<0.1%−75−44.1%減碼歷史
iShares Select U.S. REIT ETF464287564ETF44$2,651<0.1%+44新進–
AVNTAvient CorpCOM65$2,656<0.1%+38+140.7%加碼歷史
ADNTAdient plcStock155$2,670<0.1%−48−23.6%減碼歷史
SYNASYNAPTICS IncStock35$2,671<0.1%−17−32.7%減碼歷史
RSIRush Street Interactive, Inc.COM195$2,675<0.1%+195新進歷史
Global X Uranium ETF37954Y871ETF100$2,678<0.1%+100新進–
iShares Tr46435G334MSCI UK ETF NEW79$2,678<0.1%+79新進–
CRDOCredo Technology Group Holding LtdStock40$2,689<0.1%+23+135.3%加碼歷史
TREXTrex Co IncCOM39$2,692<0.1%−92−70.2%減碼歷史
ARDXArdelyx, Inc.COM531$2,693<0.1%+37+7.5%加碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF62$2,700<0.1%00.0%不變–
SEISolaris Energy Infrastructure, Inc.COM CL A94$2,705<0.1%+37+64.9%加碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG82$2,710<0.1%−157−65.7%減碼歷史
DORMDorman Products, Inc.COM21$2,721<0.1%00.0%不變歷史
CNMDCONMED CorpCOM40$2,737<0.1%+12+42.9%加碼歷史
MSEXMiddlesex Water CoCOM52$2,737<0.1%+11+26.8%加碼歷史
VRNSVaronis Systems IncCOM62$2,755<0.1%+31+100.0%加碼歷史
SPDR Ser Tr78468R689S&P KENSHO SMART97$2,755<0.1%+97新進–
PFBCPreferred BankCOM NEW32$2,764<0.1%+32新進歷史
SFSTSouthern First Bancshares IncCOM70$2,783<0.1%00.0%不變歷史
MRCMRC Global Inc.COM219$2,799<0.1%+219新進歷史
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2,803<0.1%00.0%不變–
CSGSCSG Systems International IncCOM55$2,811<0.1%+8+17.0%加碼歷史
iShares Tr46436E403MSCI US GARP ETF50$2,813<0.1%+50新進–
FOSLFossil Group, Inc.COM1,694$2,829<0.1%00.0%不變歷史
UPBDUpbound Group, Inc.COM97$2,830<0.1%+11+12.8%加碼歷史
MHHMastech Digital, Inc.COM190$2,831<0.1%00.0%不變歷史
PMLPIMCO Municipal Income Fund IICOM350$2,832<0.1%00.0%不變歷史
CSANYCosan S.A.ADS521$2,835<0.1%+272+109.2%加碼歷史
OXMOxford Industries IncCOM36$2,837<0.1%−7−16.3%減碼歷史
CLBCore Laboratories Inc.COM164$2,839<0.1%+31+23.3%加碼歷史
CHXChampionX CorpCOM105$2,854<0.1%+17+19.3%加碼歷史
THFFFirst Financial CorpStock62$2,864<0.1%+62新進歷史
LCUTLifetime Brands, IncCOM486$2,872<0.1%+486新進歷史
Schwab U.S. Large-Cap Value ETF808524409ETF111$2,894<0.1%+111新進–
AMBAAmbarella IncSHS40$2,909<0.1%+14+53.8%加碼歷史
AVDLAvadel Pharmaceuticals PLCStock277$2,911<0.1%+277新進歷史
CRMTAmericas Carmart IncCOM57$2,921<0.1%00.0%不變歷史
Matthews Asia FDS577125818EMER MKTS EQUITY101$2,922<0.1%00.0%不變–
HELEHelen of Troy LtdStock49$2,931<0.1%+37+308.3%加碼歷史
EVTCEVERTEC, Inc.COM85$2,935<0.1%+55+183.3%加碼歷史
VKTXViking Therapeutics, Inc.COM73$2,938<0.1%+2+2.8%加碼歷史
ACREAres Commercial Real Estate CorpCOM500$2,945<0.1%+295+143.9%加碼歷史
STRSitio Royalties Corp.CLASS A COM154$2,954<0.1%−35−18.5%減碼歷史
FIZZNational Beverage CorpCOM70$2,987<0.1%+55+366.7%加碼歷史
SONOSonos IncCOM199$2,993<0.1%+90+82.6%加碼歷史
ALXAlexanders IncCOM15$3,001<0.1%+1+7.1%加碼歷史
SIDNational Steel CoSPONSORED ADR2,093$3,013<0.1%+155+8.0%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW184$3,016<0.1%+184新進歷史
TLNTalen Energy CorpCOM15$3,022<0.1%+4+36.4%加碼歷史
EIGEmployers Holdings, Inc.COM59$3,023<0.1%+59新進歷史
GSBDGoldman Sachs BDC, Inc.SHS250$3,025<0.1%00.0%不變歷史
PZZAPapa Johns International IncStock74$3,039<0.1%−21−22.1%減碼歷史
MTLSMaterialise NVSPONSORED ADS432$3,042<0.1%−34−7.3%減碼歷史
VICRVicor CorpCOM63$3,044<0.1%+11+21.2%加碼歷史
ACVAACV Auctions Inc.COM CL A141$3,046<0.1%+49+53.3%加碼歷史
BANFBancfirst CorpCOM26$3,047<0.1%+6+30.0%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