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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
AIVApartment Investment & Management CoCL A5$45<0.1%+5新進歷史
ELVNEnliven Therapeutics, Inc.COM2$45<0.1%+2新進歷史
LOCOEl Pollo Loco Holdings, Inc.COM4$46<0.1%+4新進歷史
REAXReal REMAX Group Inc.COM NEW10$46<0.1%+10新進歷史
XNCRXencor IncCOM2$46<0.1%+2新進歷史
VSTMVerastem, Inc.COM NEW9$47<0.1%+9新進歷史
BMEABiomea Fusion, Inc.COM12$47<0.1%+12新進歷史
LQDALiquidia CorpCOM NEW4$47<0.1%+4新進歷史
LVWRLiveWire Group, Inc.COM10$48<0.1%+10新進歷史
UPWKUpwork, IncCOM3$49<0.1%+3新進歷史
HOWLWerewolf Therapeutics, Inc.COM33$49<0.1%+33新進歷史
HRTXHeron Therapeutics, Inc.COM33$50<0.1%+33新進歷史
ISPRIspire Technology Inc.COM10$50<0.1%+10新進歷史
DNUTKrispy Kreme, Inc.COM5$50<0.1%+5新進歷史
AKYAAkoya Biosciences, Inc.COM22$50<0.1%+22新進歷史
COOKTraeger, Inc.COMMON STOCK21$50<0.1%+21新進歷史
NKLANikola CorpCOM NEW42$50<0.1%00.0%不變歷史
UTIUniversal Technical Institute IncCOM2$51<0.1%+2新進歷史
ANNXAnnexon, Inc.COM10$51<0.1%+10新進歷史
SPRYARS Pharmaceuticals, Inc.COM5$53<0.1%+5新進歷史
NAGENiagen Bioscience, Inc.COM NEW10$53<0.1%+10新進歷史
PKOHPark Ohio Holdings CorpCOM2$53<0.1%+2新進歷史
ASPIASP Isotopes Inc.COM12$54<0.1%+12新進歷史
FLXSFlexsteel Industries IncCOM1$54<0.1%+1新進歷史
HIPOHippo Holdings Inc.COM NEW2$54<0.1%+2新進歷史
XPOFXponential Fitness, Inc.COM CL A4$54<0.1%+4新進歷史
SMLRSemler Scientific, Inc.COM1$54<0.1%+1新進歷史
GOCOGoHealth, Inc.CL A NEW4$54<0.1%−1−20.0%減碼歷史
ZIMVZimVie Inc.Stock4$56<0.1%00.0%不變歷史
SMBCSouthern Missouri Bancorp, Inc.COM1$57<0.1%+1新進歷史
GALTGalectin Therapeutics IncCOM NEW46$59<0.1%+46新進歷史
DNAGinkgo Bioworks Holdings, Inc.CL A NEW6$59<0.1%+6新進歷史
GSBCGreat Southern Bancorp, Inc.COM1$60<0.1%+1新進歷史
PRPLPurple Innovation, Inc.COM77$60<0.1%+77新進歷史
SKYHSky Harbour Group CorpCOM CL A5$60<0.1%+5新進歷史
KURAKura Oncology, Inc.COM7$61<0.1%+7新進歷史
DRHDiamondRock Hospitality CoCOM7$63<0.1%−599−98.8%減碼歷史
SHBIShore Bancshares IncCOM4$63<0.1%+4新進歷史
PROKProkidney Corp.COMMON STOCK37$63<0.1%+37新進歷史
PAYPaymentus Holdings, Inc.Stock2$65<0.1%+2新進歷史
LBTYKLiberty Global Ltd.COM CL C5$66<0.1%−64−92.8%減碼歷史
RYAMRayonier Advanced Materials Inc.COM8$66<0.1%+8新進歷史
HROWHarrow, Inc.COM2$67<0.1%+2新進歷史
HBBHamilton Beach Brands Holding CoCOM CL A4$67<0.1%+4新進歷史
NTICNorthern Technologies International CorpCOM5$67<0.1%+5新進歷史
Paramount Global92556H107CL A3$67<0.1%+3新進–
CPSCooper-Standard Holdings Inc.COM5$68<0.1%+5新進歷史
DLOdLocal LtdCLASS A COM6$68<0.1%00.0%不變歷史
RXTRackspace Technology, Inc.COM31$69<0.1%+31新進歷史
SGHTSight Sciences, Inc.COM19$69<0.1%+19新進歷史
QSIQuantum-Si IncCOM CL A26$70<0.1%+26新進歷史
DYNDyne Therapeutics, Inc.COM3$71<0.1%+3新進歷史
ONTFON24 Inc.COM11$71<0.1%+11新進歷史
RNSTRenasant CorpCOM2$72<0.1%+2新進歷史
MGNXMacrogenics IncCOM22$72<0.1%+22新進歷史
RDVTRed Violet, Inc.COM2$72<0.1%+2新進歷史
AOSLAlpha & Omega Semiconductor LtdSHS2$74<0.1%+2新進歷史
QTRXQuanterix CorpCOM7$74<0.1%+7新進歷史
ALDXAldeyra Therapeutics, Inc.COM15$75<0.1%+15新進歷史
ALTIAlTi Global, Inc.CL A17$75<0.1%+17新進歷史
DBIDesigner Brands Inc.CL A14$75<0.1%+14新進歷史
SPDR Series Trust78464A334SST SPDR BLOOMBE3$76<0.1%+3新進–
IDYAIDEAYA Biosciences, Inc.COM3$77<0.1%−11−78.6%減碼歷史
ALRSAlerus Financial CorpCOM4$77<0.1%+4新進歷史
GERNGeron CorpCOM22$78<0.1%+22新進歷史
CURVTorrid Holdings Inc.COM15$78<0.1%+15新進歷史
CUTRCutera IncCOM222$78<0.1%00.0%不變歷史
GBIOGeneration Bio Co.COM75$80<0.1%+75新進歷史
OESXOrion Energy Systems, Inc.COM100$80<0.1%00.0%不變歷史
TBHCBrand House Collective, Inc.COM50$81<0.1%00.0%不變歷史
DCHDauch CorpCOM14$82<0.1%+14新進歷史
AXGNAxogen, Inc.COM5$82<0.1%+5新進歷史
Starz Entertainment Corp535919500CL B NON VTG11$83<0.1%+11新進–
BVSBioventus Inc.COM CL A8$84<0.1%+8新進歷史
SWIMLatham Group, Inc.COM12$84<0.1%+12新進歷史
MRUSMerus N.V.COM2$84<0.1%+2新進歷史
CXCemex SAB de CVSPON ADR NEW15$85<0.1%−372−96.1%減碼歷史
URGNUroGen Pharma Ltd.COM8$85<0.1%+8新進歷史
HTHHilltop Holdings Inc.COM3$86<0.1%+3新進歷史
ALTAltimmune, Inc.COM NEW12$87<0.1%+12新進歷史
RDNWRideNow Group, Inc.COM CL B16$87<0.1%+16新進歷史
FMAOFarmers & Merchants Bancorp IncCOM3$88<0.1%+3新進歷史
MLPMaui Land & Pineapple Co IncCOM4$88<0.1%+4新進歷史
DFTXDefinium Therapeutics, Inc.Stock13$90<0.1%+13新進歷史
MAXMediaAlpha, Inc.CL A8$90<0.1%+8新進歷史
Victory Portfolios II92647N782VCSHS US 500 ENH1$91<0.1%00.0%不變–
KRUSKura Sushi USA, Inc.CL A COM1$91<0.1%+1新進歷史
HCKTHackett Group, Inc.COM3$92<0.1%00.0%不變歷史
ACHVAchieve Life Sciences, Inc.COM26$92<0.1%+26新進歷史
INBXInhibrx Biosciences, Inc.COM6$92<0.1%00.0%不變歷史
GCTGigaCloud Technology IncStock5$93<0.1%+5新進歷史
NEXTNextDecade CorpCOM12$93<0.1%+12新進歷史
ATNMActinium Pharmaceuticals, Inc.COM74$93<0.1%+74新進歷史
CALCaleres IncCOM4$93<0.1%+4新進歷史
FBIZFirst Business Financial Services, Inc.COM2$93<0.1%+2新進歷史
KRNTKornit Digital Ltd.SHS3$93<0.1%+3新進歷史
OLPXOlaplex Holdings, Inc.COM54$93<0.1%+43+390.9%加碼歷史
RGNXREGENXBIO Inc.COM12$93<0.1%+12新進歷史
SHYFShyft Group, Inc.COM8$93<0.1%+6+300.0%加碼歷史
LASRNlight, Inc.COM9$94<0.1%+9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