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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
NSSCNapco Security Technologies, IncStock12$427<0.1%+12新進歷史
PSFEPaysafe LtdSHS25$428<0.1%+25新進歷史
JANXJanux Therapeutics, Inc.COM8$428<0.1%+8新進歷史
LESLLeslie's, Inc.COM192$428<0.1%+92+92.0%加碼歷史
CRNCCerence Inc.COM55$432<0.1%+31+129.2%加碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF11$435<0.1%+11新進–
CVLGCovenant Logistics Group, Inc.CL A8$436<0.1%+8新進歷史
OSWOnespaworld Holdings LtdCOM22$438<0.1%+22新進歷史
CODICompass Diversified HoldingsSH BEN INT19$439<0.1%+19新進歷史
ORRFOrrstown Financial Services IncCOM12$439<0.1%+12新進歷史
USAPUniversal Stainless & Alloy Products IncCOM10$440<0.1%+10新進歷史
BBDBank BradescoSP ADR PFD NEW231$441<0.1%00.0%不變歷史
RDUSRadius Recycling, Inc.CL A29$441<0.1%00.0%不變歷史
SHLSShoals Technologies Group, Inc.CL A80$442<0.1%+39+95.1%加碼歷史
NXDRNextdoor Holdings, Inc.COM CL A187$443<0.1%+187新進歷史
PSTLPostal Realty Trust, Inc.CL A34$444<0.1%+34新進歷史
USPHU S Physical Therapy IncCOM5$444<0.1%+5新進歷史
CMCOColumbus McKinnon CorpCOM12$447<0.1%+12新進歷史
AVDAmerican Vanguard CorpCOM97$449<0.1%+97新進歷史
WRLDWorld Acceptance CorpCOM4$450<0.1%+4新進歷史
DGIIDigi International IncCOM15$453<0.1%+15新進歷史
PSQHPSQ Holdings, Inc.CL A100$454<0.1%00.0%不變歷史
ASIXAdvanSix Inc.COM16$456<0.1%+6+60.0%加碼歷史
CARECarter Bankshares, Inc.COM NEW26$457<0.1%+26新進歷史
RBRKRubrik, Inc.Stock7$458<0.1%+7新進歷史
ESTAEstablishment Labs Holdings Inc.COM10$461<0.1%+2+25.0%加碼歷史
EVCMEverCommerce Inc.COM42$462<0.1%+42新進歷史
CSRCenterspaceCOM7$463<0.1%+7新進歷史
ATRAAtara Biotherapeutics, Inc.COM35$466<0.1%00.0%不變歷史
PRLBProto Labs IncCOM12$469<0.1%+12新進歷史
RPTRithm Property Trust Inc.COM159$472<0.1%00.0%不變歷史
Sandstorm Gold Ltd Com New80013R206Stock85$474<0.1%+85新進–
MXCTMaxcyte, Inc.COM114$474<0.1%+114新進歷史
TCBXThird Coast Bancshares, Inc.COM14$475<0.1%+14新進歷史
WAYWaystar Holding Corp.COM13$477<0.1%+13新進歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$479<0.1%00.0%不變歷史
SUNSSunrise Realty Trust, Inc.COM34$479<0.1%+34新進歷史
EWTXEdgewise Therapeutics, Inc.COM18$480<0.1%+18新進歷史
Pyxis Tankers Inc.Y71726122*W EXP 09/15/2022,400$480<0.1%00.0%不變–
LKFNLakeland Financial CorpCOM7$481<0.1%+7新進歷史
SPOKSpok Holdings, IncCOM30$482<0.1%+30新進歷史
NWPXNWPX Infrastructure, Inc.COM10$483<0.1%+10新進歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS19$486<0.1%−11−36.7%減碼歷史
SGRYSurgery Partners, Inc.Stock23$487<0.1%+23新進歷史
ALTGAlta Equipment Group Inc.COMMON STOCK75$491<0.1%+75新進歷史
UTMDUtah Medical Products IncCOM8$492<0.1%+8新進歷史
BSRRSierra BancorpCOM17$492<0.1%+17新進歷史
AMTXAemetis, IncCOM NEW183$493<0.1%+40+28.0%加碼歷史
Bank First Corporation Com05676F108Stock5$495<0.1%+5新進–
BLDPBallard Power Systems Inc.COM299$496<0.1%+7+2.4%加碼歷史
APGEApogee Therapeutics, Inc.COM11$498<0.1%+11新進歷史
BHMBluerock Homes Trust, Inc.COM CL A38$504<0.1%00.0%不變歷史
IRBTiRobot CorpCOM65$504<0.1%+11+20.4%加碼歷史
HTBHomeTrust Bancshares, Inc.COM15$505<0.1%+15新進歷史
GLDDGreat Lakes Dredge & Dock CORPCOM45$508<0.1%+45新進歷史
EQBKEquity Bancshares IncCOM CL A12$509<0.1%+12新進歷史
GBTGGlobal Business Travel Group, Inc.COM CL A55$510<0.1%+55新進歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$511<0.1%00.0%不變–
PLPCPreformed Line Products CoCOM4$511<0.1%+4新進歷史
CDNACareDx, Inc.COM24$514<0.1%+24新進歷史
ADPTAdaptive Biotechnologies CorpCOM86$516<0.1%+86新進歷史
GNKGenco Shipping & Trading LtdSHS37$516<0.1%+37新進歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$518<0.1%00.0%不變–
ATSATS CorpCOM17$518<0.1%+17新進歷史
VERVVerve Therapeutics, Inc.COM92$519<0.1%+92新進歷史
Metals Acquisition CorpG60405100SHS CL A49$520<0.1%+49新進–
SPTSprout Social, Inc.COM CL A17$522<0.1%+17新進歷史
ACELAccel Entertainment, Inc.COM CL A149$523<0.1%+49新進歷史
FAFirst Advantage CorpCOM28$524<0.1%00.0%不變歷史
NICNicolet Bankshares IncCOM5$525<0.1%+5新進歷史
MBUUMalibu Boats, Inc.COM CL A14$526<0.1%−127−90.1%減碼歷史
VVXV2X, Inc.COM11$526<0.1%+11新進歷史
TBLATaboola.com Ltd.ORD SHS145$529<0.1%−14,855−99.0%減碼歷史
AESIAtlas Energy Solutions Inc.COM NEW24$532<0.1%+24新進歷史
MXLMaxlinear, IncCOM27$534<0.1%+27新進歷史
HLIOHelios Technologies, Inc.COM12$536<0.1%+12新進歷史
IQiQIYI, Inc.SPONSORED ADS267$536<0.1%−429−61.6%減碼歷史
BLNKBlink Charging Co.COM386$537<0.1%+386新進歷史
BALYBally's CorpCOM30$537<0.1%+30新進歷史
STEMStem, Inc.CL A891$537<0.1%+891新進歷史
MLNKMeridianLink, Inc.COMMON STOCK26$537<0.1%+26新進歷史
NTSTNETSTREIT Corp.COM38$538<0.1%+38新進歷史
HEESH&E Equipment Services, Inc.COM11$539<0.1%+11新進歷史
State Street SPDR S&P Biotech ETF78464A870ETF6$540<0.1%−63−91.3%減碼–
BFSSaul Centers, Inc.COM14$543<0.1%00.0%不變歷史
OGIOrganigram Global Inc.Stock337$543<0.1%00.0%不變歷史
CWCOConsolidated Water Co. Ltd.ORD21$544<0.1%+21新進歷史
CECOCeco Environmental CorpCOM18$544<0.1%+18新進歷史
HGVHilton Grand Vacations Inc.COM14$545<0.1%00.0%不變歷史
TNETTrinet Group, Inc.COM6$545<0.1%+3+100.0%加碼歷史
NOVASunnova Energy International Inc.COM159$545<0.1%+31+24.2%加碼歷史
RAREUltragenyx Pharmaceutical Inc.COM13$547<0.1%+13新進歷史
BlackSky Technology Inc.09263B116*W EXP 10/30/2025,000$547<0.1%00.0%不變–
Northeast BK Portland Me66405S100COM6$550<0.1%+6新進–
CCBGCapital City Bank Group IncCOM15$550<0.1%+15新進歷史
RIOTRiot Platforms, Inc.COM54$551<0.1%+54新進歷史
GTNGray Media, IncCOM175$551<0.1%+175新進歷史
OKLOOklo Inc.COM CL A26$552<0.1%+26新進歷史
CTKBCytek Biosciences, Inc.COM85$552<0.1%+85新進歷史
OIO-I Glass, Inc.COM51$553<0.1%−314−86.0%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