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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
HTBKHeritage Commerce CorpCOM31$291<0.1%+31新進歷史
KLRSKalaris Therapeutics, Inc.COM695$292<0.1%+695新進歷史
ETWOE2open Parent Holdings, Inc.COM CL A110$293<0.1%+110新進歷史
Sapiens Intl Corp N VG7T16G103SHS11$296<0.1%+11新進–
MYRGMyr Group Inc.COM2$298<0.1%+2新進歷史
CHPTChargePoint Holdings, Inc.COM CL A283$303<0.1%+283新進歷史
SKYTSkyWater Technology, LLCCOM22$304<0.1%+22新進歷史
HBTHBT Financial, Inc.COM14$307<0.1%+14新進歷史
SIBNSI-BONE, Inc.COM22$308<0.1%+22新進歷史
ADEAAdeia Inc.COM22$308<0.1%+22新進歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM20$308<0.1%+20新進歷史
ADTNADTRAN Holdings, Inc.COM37$308<0.1%+37新進歷史
AXIAYAXIA Energia S.A.SPONSORED ADR54$309<0.1%−38−41.3%減碼歷史
CGCCanopy Growth CorpCOM NEW113$310<0.1%00.0%不變歷史
CRD.ACrawford & CoCL A27$312<0.1%+27新進歷史
BASECouchbase, Inc.COM20$312<0.1%−7−25.9%減碼歷史
RCUSArcus Biosciences, Inc.COM21$313<0.1%+13+162.5%加碼歷史
AMTBAmerant Bancorp Inc.CL A14$314<0.1%00.0%不變歷史
TPCTutor Perini CorpCOM13$315<0.1%+13新進歷史
WRBYWarby Parker Inc.CL A COM13$315<0.1%+12+1,200.0%加碼歷史
TRNSTranscat IncCOM3$317<0.1%+3新進歷史
AGENAgenus IncCOM NEW116$317<0.1%+83+251.5%加碼歷史
ARRYArray Technologies, Inc.COM SHS53$320<0.1%+23+76.7%加碼歷史
BVBrightView Holdings, Inc.COM20$320<0.1%+20新進歷史
BCLIBrainstorm Cell Therapeutics Inc.Stock141$320<0.1%+141新進歷史
CRVSCorvus Pharmaceuticals, Inc.COM60$321<0.1%+60新進歷史
SEMRSEMrush Holdings, Inc.CL A COM27$321<0.1%+27新進歷史
SBDSSolo Brands, Inc.COM CL A282$321<0.1%+16+6.0%加碼歷史
IMKTAIngles Markets IncCL A5$322<0.1%−97−95.1%減碼歷史
BZUNBaozun Inc.SPONSORED ADR119$324<0.1%−444−78.9%減碼歷史
LILALiberty Latin America Ltd.COM CL A51$324<0.1%+51新進歷史
LAURLaureate Education, Inc.COMMON STOCK18$329<0.1%+18新進歷史
BELFBBel Fuse IncCL B4$330<0.1%+4新進歷史
NODKNI Holdings, Inc.COM21$330<0.1%+21新進歷史
OFIXOrthofix Medical Inc.COM19$332<0.1%+19新進歷史
DHDefinitive Healthcare Corp.CLASS A COM81$333<0.1%+81新進歷史
STNEStoneCo Ltd.COM42$335<0.1%−53−55.8%減碼歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS24$336<0.1%+4+20.0%加碼歷史
LZLegalzoom.com, Inc.COM45$338<0.1%+45新進歷史
VIVOVivoPower PLCSHS NEW255$339<0.1%00.0%不變歷史
STELStellar Bancorp, Inc.COM12$340<0.1%+12新進歷史
CLFDClearfield, Inc.COM11$341<0.1%−129−92.1%減碼歷史
SCHLScholastic CorpCOM16$341<0.1%+16新進歷史
MGMistras Group, Inc.COM38$344<0.1%+38新進歷史
ESPREsperion Therapeutics, Inc.COM157$345<0.1%+157新進歷史
UNTYUnity Bancorp IncCOM8$349<0.1%+8新進歷史
INOInovio Pharmaceuticals, Inc.COM SHS191$350<0.1%00.0%不變歷史
HOSHornbeck Offshore Services, Inc.Stock38$354<0.1%+38新進歷史
WWRWestwater Resources, Inc.COM NEW500$354<0.1%00.0%不變歷史
OTLKOutlook Therapeutics, Inc.Stock188$355<0.1%+188新進歷史
EUenCore Energy Corp.COM NEW104$355<0.1%+104新進歷史
IASIntegral Ad Science Holding Corp.COM34$355<0.1%+34新進歷史
BZHBeazer Homes USA IncCOM NEW13$357<0.1%+13新進歷史
MBLYMobileye Global Inc.Stock18$359<0.1%−3,264−99.5%減碼歷史
LPROOpen Lending CorpCOM60$359<0.1%−13−17.8%減碼歷史
UDMYUdemy, Inc.COM44$362<0.1%+44新進歷史
iShares Tr46434V696CORE MSCI PAC6$367<0.1%00.0%不變–
LMNRLimoneira COCOM15$367<0.1%+15新進歷史
Dimensional ETF Trust25434V104US CORE EQT MKT9$367<0.1%00.0%不變–
GPMTGranite Point Mortgage Trust Inc.COM STK132$368<0.1%−195−59.6%減碼歷史
JBIJanus International Group, Inc.COMMON STOCK50$368<0.1%+50新進歷史
BBWBuild-A-Bear Workshop IncCOM8$368<0.1%+8新進歷史
TROXTronox Holdings plcSHS37$372<0.1%−188−83.6%減碼歷史
BSVNBank7 Corp.COM8$373<0.1%+8新進歷史
NNENano Nuclear Energy Inc.COM15$373<0.1%+15新進歷史
REIRing Energy, Inc.COM276$375<0.1%+3+1.1%加碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%不變–
TCMDTactile Systems Technology IncCOM22$377<0.1%+22新進歷史
OFLXOmega Flex, Inc.COM9$378<0.1%+9新進歷史
OUSTOuster, Inc.COM NEW31$379<0.1%+31新進歷史
BCABBioAtla, Inc.COM646$382<0.1%+317+96.4%加碼歷史
PTGXProtagonist Therapeutics, IncCOM10$386<0.1%+10新進歷史
CTRICenturi Holdings, Inc.COM SHS20$386<0.1%+20新進歷史
ANIPAni Pharmaceuticals IncCOM7$387<0.1%+7新進歷史
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$387<0.1%00.0%不變–
NXQuanex Building Products CORPCOM16$388<0.1%+16新進歷史
TARSTarsus Pharmaceuticals, Inc.COM7$388<0.1%+7新進歷史
KYNBKyntra Bio, Inc.COM734$389<0.1%00.0%不變歷史
OPENOpendoor Technologies Inc.COM244$390<0.1%+220+916.7%加碼歷史
GNEGenie Energy Ltd.CL B25$390<0.1%+25新進歷史
SSPE.W. Scripps CoCL A NEW178$393<0.1%+178新進歷史
WBTNWEBTOON Entertainment Inc.COM29$394<0.1%+29新進歷史
OECOrion S.A.COM25$395<0.1%−50−66.7%減碼歷史
HLFHerbalife Ltd.COM SHS59$395<0.1%+59新進歷史
First Tr Exchange-Traded FD33736M103GLOBAL ENGR ETF6$398<0.1%+6新進–
AMRCAmeresco, Inc.CL A17$399<0.1%−92−84.4%減碼歷史
THRYThryv Holdings, Inc.COM NEW27$400<0.1%+27新進歷史
SDGRSchrodinger, Inc.COM21$405<0.1%+4+23.5%加碼歷史
MQMarqeta, Inc.CLASS A COM107$406<0.1%+107新進歷史
LYTSLsi Industries IncCOM21$408<0.1%+21新進歷史
BXCBlueLinx Holdings Inc.COM NEW4$409<0.1%+4新進歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS27$411<0.1%00.0%不變歷史
ENFNEnfusion, Inc.CL A40$412<0.1%+40新進歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW22$414<0.1%−2,962−99.3%減碼歷史
American Centy ETF Tr025072687AVANTIS SHFXDINC9$415<0.1%00.0%不變–
FLLFull House Resorts IncCOM102$416<0.1%00.0%不變歷史
ANVSAnnovis Bio, Inc.COM83$417<0.1%00.0%不變歷史
IMVTImmunovant, Inc.COM17$421<0.1%+3+21.4%加碼歷史
XRXXerox Holdings CorpCOM NEW50$422<0.1%−576−92.0%減碼歷史
REALTheRealReal, Inc.COM39$426<0.1%+39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