跳到主要內容
Livermore
Livermore
中文EN

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
USNAUsana Health Sciences IncCOM5$179<0.1%+5新進歷史
EVEREverQuote, Inc.COM CL A9$180<0.1%+9新進歷史
INBKFirst Internet BancorpCOM5$180<0.1%+5新進歷史
LELands' End, Inc.COM14$184<0.1%+11+366.7%加碼歷史
OSUROrasure Technologies IncCOM51$184<0.1%+51新進歷史
SYRESpyre Therapeutics, Inc.COM NEW8$186<0.1%+8新進歷史
ACICAmerican Coastal Insurance CorpCOM14$188<0.1%+14新進歷史
CHGGChegg, IncCOM117$188<0.1%+117新進歷史
ZIPZiprecruiter, Inc.CL A26$188<0.1%+26新進歷史
MECMayville Engineering Company, Inc.COM12$189<0.1%+12新進歷史
PGCPeapack Gladstone Financial CorpCOM6$192<0.1%+6新進歷史
NXHNeighborhood Intelligence, Inc.COM39$192<0.1%+39新進歷史
VISNVistance Networks, Inc.COM37$193<0.1%+37新進歷史
GDRXGoodRx Holdings, Inc.COM CL A42$195<0.1%+42新進歷史
IBTAIbotta, Inc.CLASS A COM SHS3$195<0.1%+3新進歷史
PACBPacific Biosciences of California, Inc.COM107$196<0.1%+107新進歷史
BTBTBit Digital, IncSHS67$196<0.1%+67新進歷史
SMRNuscale Power CorpCL A COM11$197<0.1%+11新進歷史
LOBLive Oak Bancshares, Inc.COM5$198<0.1%−49−90.7%減碼歷史
SRDXSurmodics IncCOM5$198<0.1%+5新進歷史
LEUCentrus Energy CorpStock3$200<0.1%+3新進歷史
MITKMitek Systems IncCOM NEW18$200<0.1%+15+500.0%加碼歷史
GEF.BGreif, IncCL B3$204<0.1%+3新進歷史
IRWDIronwood Pharmaceuticals IncCOM CL A47$208<0.1%+47新進歷史
FCBCFirst Community Bankshares IncCOM5$208<0.1%+5新進歷史
KIDSOrthopediatrics CorpCOM9$209<0.1%+9新進歷史
OABIOmniAb, Inc.COM60$212<0.1%+60新進歷史
PNRGPrimeenergy Resources CorpCOM1$220<0.1%+1新進歷史
MPXMarine Products Group, LLCCOM24$220<0.1%+24新進歷史
AAOIApplied Optoelectronics, Inc.COM6$221<0.1%+6新進歷史
CDMOAvid Bioservices, Inc.COM18$222<0.1%+18新進歷史
EVEXEve Holding, Inc.COM41$223<0.1%+41新進歷史
SABRSabre CorpCOM61$223<0.1%+61新進歷史
KEKimball Electronics, Inc.Stock12$225<0.1%+12新進歷史
BLUEbluebird bio, Inc.COM NEW27$225<0.1%−1−2.7%減碼依 1 比 20 拆股換算歷史
XPERXperi Inc.COMMON STOCK22$226<0.1%+22新進歷史
DDD3D Systems CorpCOM NEW69$226<0.1%+44+176.0%加碼歷史
CTLPCantaloupe, Inc.COM24$228<0.1%+24新進歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A29$230<0.1%+29新進歷史
SANASana Biotechnology, Inc.COM142$231<0.1%−180−55.9%減碼歷史
RNGRRanger Energy Services, Inc.COM CL A15$232<0.1%+15新進歷史
SHOEShoe Station Group IncCOM7$232<0.1%+7新進歷史
ASAIYSendas Distributor S.A.SPON ADS52$232<0.1%−170−76.6%減碼歷史
LGTYLogility Supply Chain Solutions, IncCL A21$233<0.1%+21新進歷史
WOLFWolfspeed, Inc.Stock35$233<0.1%00.0%不變歷史
Murphy Canyon Acquisition Co626642102CLASS A COM3,405$234<0.1%+3,405新進–
SPCEVirgin Galactic Holdings, IncStock40$235<0.1%+4+11.1%加碼歷史
CBLCBL & Associates Properties IncCOMMON STOCK8$235<0.1%+8新進歷史
DAKTDaktronics IncCOM14$236<0.1%+14新進歷史
ENICEnel Chile S.A.SPONSORED ADR82$236<0.1%+6+7.9%加碼歷史
NATHNathans Famous, Inc.COM3$236<0.1%+3新進歷史
ITICInvestors Title CoCOM1$237<0.1%+1新進歷史
LOVELovesac CoCOM10$237<0.1%+10新進歷史
CSVCarriage Services IncCOM6$239<0.1%+6新進歷史
CSTLCastle Biosciences IncCOM9$240<0.1%+9新進歷史
SEATVivid Seats Inc.COM CL A52$241<0.1%+52新進歷史
FWRGFirst Watch Restaurant Group, Inc.COM13$242<0.1%+13新進歷史
TRDAEntrada Therapeutics, Inc.COM14$242<0.1%+14新進歷史
KRTKarat Packaging Inc.COM8$242<0.1%+8新進歷史
KWYKINGSWAY CorpCOM NEW29$243<0.1%+29新進歷史
OPIOffice Properties Income TrustCOM SHS BEN INT244$244<0.1%00.0%不變歷史
GDYNGrid Dynamics Holdings, Inc.CL A11$245<0.1%+11新進歷史
FSBWFS Bancorp, Inc.COM6$246<0.1%+6新進歷史
GENCGencor Industries IncCOM14$247<0.1%+14新進歷史
LILAKLiberty Latin America Ltd.COM CL C39$247<0.1%+39新進歷史
MCFTMasterCraft Boat Holdings, Inc.COM13$248<0.1%+13新進歷史
OSBCOld Second Bancorp IncCOM14$249<0.1%+14新進歷史
ARVNArvinas, Inc.COM13$249<0.1%+1+8.3%加碼歷史
ARKOARKO Corp.COM38$250<0.1%+38新進歷史
AKROAkero Therapeutics, Inc.COM9$250<0.1%+9新進歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF5$253<0.1%+5新進–
STHOStar HoldingsSHS BEN INT26$253<0.1%−47−64.4%減碼歷史
LUNRIntuitive Machines, Inc.CLASS A COM14$254<0.1%+14新進歷史
EZETFranklin Ethereum TrustETHEREUM ETF10$254<0.1%+10新進歷史
HYHyster-Yale, Inc.CL A5$255<0.1%+5新進歷史
WSWorthington Steel, Inc.COM SHS8$255<0.1%+8新進歷史
ZYXIZynex IncCOM32$256<0.1%+32新進歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A13$257<0.1%+13新進歷史
RBBNRibbon Communications Inc.COM62$258<0.1%+62新進歷史
APEIAmerican Public Education IncStock12$259<0.1%+12新進歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$260<0.1%−63−98.4%減碼–
AGLagilon health, inc.COM137$260<0.1%+137新進歷史
CTGOContango Silver & Gold Inc.COM26$261<0.1%+26新進歷史
iShares Inc464286665MSCI PAC JP ETF6$263<0.1%+6新進–
RLJRLJ Lodging TrustCOM26$265<0.1%+26新進歷史
HUTHut 8 Corp.COM13$266<0.1%+13新進歷史
Momentus Inc.60879E119*W EXP 05/15/2023,390$269<0.1%−1,505−30.7%減碼–
RUSHBRush Enterprises IncCL B5$272<0.1%+5新進歷史
PUBMPubMatic, Inc.COM CL A19$279<0.1%+19新進歷史
RBCAARepublic Bancorp IncCL A4$279<0.1%+4新進歷史
CEVACeva IncCOM9$284<0.1%+9新進歷史
KGSKodiak Gas Services, Inc.COM7$286<0.1%+7新進歷史
ACMRACM Research, Inc.Stock19$287<0.1%+19新進歷史
MEHCQChrome Holding Co.Stock89$289<0.1%00.0%不變依 1 比 20 拆股換算歷史
PLGOPelagos Insurance Capital LtdCOM16$290<0.1%+16新進歷史
ROOTRoot, Inc.CL A NEW4$290<0.1%+4新進歷史
iShares Tr46429B507MSCI IRELAND ETF5$290<0.1%−2−28.6%減碼–
LQDTLiquidity Services IncCOM9$291<0.1%+9新進歷史
PARPar Technology CorpCOM4$291<0.1%+4新進歷史
PTLOPortillo's Inc.COM CL A31$291<0.1%+31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