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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
AEVAAeva Technologies, Inc.COM NEW20$95<0.1%00.0%不變歷史
AMLXAmylyx Pharmaceuticals, Inc.COM25$95<0.1%+25新進歷史
STISolidion Technology Inc.COM137$95<0.1%+137新進歷史
TRSTrimas CorpCOM NEW4$98<0.1%+4新進歷史
iShares Tr46434V1000-5YR INVT GR CP2$99<0.1%+2新進–
ZUOZuora IncCOM CL A10$99<0.1%+10新進歷史
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%+2新進–
EEXEmerald Holding, Inc.COM21$101<0.1%+21新進歷史
PCB Bancorp Com740163100Common Stock5$101<0.1%+5新進–
TASKTaskUs, Inc.CLASS A COM6$102<0.1%+6新進歷史
PCTPureCycle Technologies, Inc.COM10$103<0.1%+10新進歷史
DENNDENNY'S CorpCOM17$103<0.1%+17新進歷史
EMLEastern CoCOM4$106<0.1%+4新進歷史
HCATHealth Catalyst, Inc.COM15$106<0.1%−3−16.7%減碼歷史
APLDApplied Digital Corp.COM NEW14$107<0.1%+14新進歷史
PPTAPerpetua Resources Corp.COM10$107<0.1%+10新進歷史
GRNDGrindr Inc.COM6$107<0.1%+6新進歷史
BLZEBackblaze, Inc.COM CL A18$108<0.1%+18新進歷史
ENVXEnovix CorpCOM10$109<0.1%−13−56.5%減碼歷史
LUNGPulmonx CorpCOM16$109<0.1%+16新進歷史
DCDakota Gold Corp.COM50$110<0.1%+50新進歷史
GPROGoPro, Inc.CL A101$110<0.1%+101新進歷史
JILLJ.Jill, Inc.COM4$110<0.1%+4新進歷史
MAMAMama's Creations, Inc.COM14$111<0.1%+14新進歷史
BRCCBRC Inc.COM CL A35$111<0.1%+35新進歷史
DHCDiversified Healthcare TrustCOM SH BEN INT48$111<0.1%+25+108.7%加碼歷史
Southland Holdings, Inc.52473Y104COM34$111<0.1%+34新進–
STROSutro Biopharma, Inc.COM61$112<0.1%+61新進歷史
URGUr-Energy IncCOM99$114<0.1%+99新進歷史
VRDNViridian Therapeutics, Inc.COM6$115<0.1%+6新進歷史
FUNDSprott Focus Trust Inc.COM16$117<0.1%00.0%不變歷史
CELCCelcuity Inc.COM9$118<0.1%+9新進歷史
TILEInterface IncCOM5$122<0.1%+5新進歷史
OPADOfferpad Solutions Inc.COM CL A43$123<0.1%00.0%不變歷史
CDRECadre Holdings, Inc.COM4$129<0.1%+4新進歷史
ARQArq, Inc.COM17$129<0.1%+17新進歷史
CIFRCipher Digital Inc.COM28$130<0.1%+28新進歷史
BTMDbiote Corp.CLASS A COM21$130<0.1%+21新進歷史
ECVTEcovyst Inc.COM17$130<0.1%+17新進歷史
RGLSRegulus Therapeutics Inc.COM82$130<0.1%+82新進歷史
DAREDare Bioscience, Inc.COM NEW42$131<0.1%00.0%不變歷史
ANABAnaptysbio, IncCOM10$132<0.1%+10新進歷史
LEN.BLennar CorpCL B1$132<0.1%00.0%不變歷史
AIPArteris, Inc.COM13$132<0.1%+13新進歷史
UISUnisys CorpCOM NEW21$133<0.1%+21新進歷史
COGTCogent Biosciences, Inc.COM17$133<0.1%+17新進歷史
DSPViant Technology Inc.COM CL A7$133<0.1%+7新進歷史
ASTEAstec Industries IncCOM4$134<0.1%+4新進歷史
LFCRLifecore Biomedical, Inc.COM18$134<0.1%+18新進歷史
EVGOEVgo Inc.CL A COM34$138<0.1%+34新進歷史
CALXCalix, IncCOM4$139<0.1%+4新進歷史
HBCPHome Bancorp, Inc.COM3$139<0.1%+3新進歷史
LAWCS Disco, Inc.COM28$140<0.1%+28新進歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK5$140<0.1%00.0%不變歷史
NRCNRC HealthCOM NEW8$141<0.1%+8新進歷史
Brookfield Business PartnersG16234109UNIT LTD L P6$141<0.1%00.0%不變–
ZGZillow Group, Inc.CL A2$142<0.1%+2新進歷史
TRUETrueCar, Inc.COM38$142<0.1%+38新進歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW36$143<0.1%+30+500.0%加碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS21$143<0.1%+21新進歷史
EOLSEvolus, Inc.COM13$144<0.1%+13新進歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM38$145<0.1%+38新進歷史
ZYMEZymeworks Inc.COM10$146<0.1%+10新進歷史
LBRDALiberty Broadband CorpCOM SER A2$149<0.1%−2−50.0%減碼歷史
FSBCFive Star BancorpCOM5$150<0.1%+5新進歷史
DMRCDigimarc CorpCOM4$150<0.1%+4新進歷史
IEIvanhoe Electric Inc.COM20$151<0.1%+20新進歷史
NPKINPK International Inc.COM SHS20$153<0.1%+20新進歷史
ADCTADC Therapeutics SASHS77$153<0.1%+77新進歷史
VIRCVirco Mfg CorporationCOM15$154<0.1%+15新進歷史
NRIMNorthrim Bancorp IncCOM2$156<0.1%+2新進歷史
SGHCSuper Group (SGHC) LtdORD SHS25$156<0.1%+25新進歷史
LAZRQLuminar Technologies, Inc.COM NEW CL A29$156<0.1%+29新進歷史
TDAYUSA TODAY Co., Inc.COM31$157<0.1%+31新進歷史
NKTRNektar TherapeuticsCOM171$159<0.1%+171新進歷史
GETYGetty Images Holdings, Inc.CL A COM74$160<0.1%+74新進歷史
SOCSable Offshore Corp.COM SHS7$160<0.1%+7新進歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS3$162<0.1%+3新進歷史
DFHDream Finders Homes, Inc.COM CL A7$163<0.1%+7新進歷史
NVECNve CorpCOM NEW2$163<0.1%+2新進歷史
SCPHscPharmaceuticals Inc.COM46$163<0.1%+46新進歷史
DAWNDay One Biopharmaceuticals, Inc.Stock13$165<0.1%+13新進歷史
LINDLindblad Expeditions Holdings, Inc.Stock14$166<0.1%+14新進歷史
CDXSCodexis, Inc.COM35$167<0.1%+35新進歷史
NAUTNautilus Biotechnology, Inc.COM100$168<0.1%+100新進歷史
GATOGatos Silver, Inc.COM12$168<0.1%+12新進歷史
PRSUPursuit Attractions & Hospitality, Inc.COM4$170<0.1%+4新進歷史
CNDTCONDUENT IncCOM42$170<0.1%+42新進歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG7$170<0.1%+7新進歷史
LMBLimbach Holdings, Inc.COM2$171<0.1%+2新進歷史
PHATPhathom Pharmaceuticals, Inc.COM21$171<0.1%+21新進歷史
CGONCG Oncology, Inc.COM6$172<0.1%+6新進歷史
DSGRDistribution Solutions Group, Inc.COM5$172<0.1%+5新進歷史
ENTAEnanta Pharmaceuticals IncCOM30$173<0.1%+30新進歷史
NRDSNerdwallet, Inc.COM CL A13$173<0.1%+13新進歷史
ZUMZZumiez IncCOM9$173<0.1%+9新進歷史
ERIIEnergy Recovery, Inc.COM12$176<0.1%+12新進歷史
ASPNAspen Aerogels IncCOM15$178<0.1%+15新進歷史
KALVKalVista Pharmaceuticals, Inc.COM21$178<0.1%+21新進歷史
CLWClearwater Paper CorpCOM6$179<0.1%−34−85.0%減碼歷史

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