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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
RBBRBB BancorpCOM27$553<0.1%+27新進歷史
MCRBSeres Therapeutics, Inc.COM666$553<0.1%00.0%不變歷史
CFBCrossfirst Bankshares, Inc.COM37$561<0.1%+37新進歷史
PRKSUnited Parks & Resorts Inc.COM10$562<0.1%+10新進歷史
IMXIInternational Money Express, Inc.COM27$562<0.1%+27新進歷史
DJCODaily Journal CorpCOM1$568<0.1%+1新進歷史
PEBPebblebrook Hotel TrustCOM42$569<0.1%+42新進歷史
MSGEMadison Square Garden Entertainment Corp.COM CL A16$570<0.1%+16新進歷史
CRGYCrescent Energy CoCL A COM39$570<0.1%+39新進歷史
LEVILevi Strauss & CoCL A COM STK33$571<0.1%+33新進歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A14$571<0.1%+13+1,300.0%加碼歷史
SASeabridge Gold IncCOM50$571<0.1%00.0%不變歷史
ECPGEncore Capital Group IncCOM12$573<0.1%+12新進歷史
STGWStagwell IncCOM CL A87$573<0.1%+81+1,350.0%加碼歷史
FNKOFunko, Inc.COM CL A43$576<0.1%+43新進歷史
GCMGGCM Grosvenor Inc.COM CL A47$577<0.1%+47新進歷史
ALLKAllakos Inc.COM477$577<0.1%00.0%不變歷史
TRUPTrupanion, Inc.COM12$578<0.1%+12新進歷史
LTMLatam Airlines Group S.A.SPONSORED ADR21$579<0.1%00.0%不變歷史
PHRPhreesia, Inc.COM23$579<0.1%+6+35.3%加碼歷史
HPPHudson Pacific Properties, Inc.COM191$579<0.1%−1,331−87.5%減碼歷史
NVRONevro CorpCOM156$580<0.1%+156新進歷史
NGNovagold Resources IncCOM NEW176$586<0.1%+65+58.6%加碼歷史
NVAXNovavax IncCOM NEW73$587<0.1%+43+143.3%加碼歷史
iShares Tr464288257MSCI ACWI ETF5$588<0.1%00.0%不變–
GTXGarrett Motion Inc.Stock66$596<0.1%+40+153.8%加碼歷史
WORWorthington Enterprises, Inc.COM15$602<0.1%+13+650.0%加碼歷史
BOOTBoot Barn Holdings, Inc.COM4$607<0.1%+3+300.0%加碼歷史
MRTNMarten Transport LtdCOM39$609<0.1%−546−93.3%減碼歷史
NAVINavient CorpCOM46$611<0.1%00.0%不變歷史
PRMPerimeter Solutions, Inc.COMMON STOCK48$613<0.1%+48新進歷史
ODCOil-Dri Corp of AmericaCOM7$613<0.1%+7新進歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock234$613<0.1%00.0%不變–
AVAVAeroVironment IncCOM4$616<0.1%−3−42.9%減碼歷史
NRIXNurix Therapeutics, Inc.COM33$622<0.1%+33新進歷史
WTIW&T Offshore IncCOM376$624<0.1%−1,560−80.6%減碼歷史
VSTSVestis CorpCOM SHS41$625<0.1%+37+925.0%加碼歷史
MCRIMonarch Casino & Resort IncCOM8$631<0.1%+8新進歷史
MHDBlackRock Muniholdings Fund, Inc.COM54$634<0.1%00.0%不變歷史
OPTUOptimum Communications, Inc.CL A263$634<0.1%00.0%不變歷史
RNWReNew Energy Global plcCL A SHS93$635<0.1%+93新進歷史
SBSISouthside Bancshares IncCOM20$635<0.1%+20新進歷史
ESQEsquire Financial Holdings, Inc.COM8$636<0.1%+8新進歷史
PGNYProgyny, Inc.COM37$638<0.1%+5+15.6%加碼歷史
ICHRIchor Holdings, Ltd.SHS20$644<0.1%+19+1,900.0%加碼歷史
AMWLAmerican Well CorpCOM CL A NEW89$645<0.1%00.0%不變歷史
CLPRClipper Realty Inc.COM141$646<0.1%00.0%不變歷史
ITOSiTeos Therapeutics, Inc.COM85$653<0.1%−85−50.0%減碼歷史
TCBKTrico BancsharesCOM15$656<0.1%+1+7.1%加碼歷史
FUBOFuboTV Inc.COM524$661<0.1%+23+4.6%加碼歷史
RCKYRocky Brands, Inc.COM29$661<0.1%00.0%不變歷史
THRThermon Group Holdings, Inc.COM23$662<0.1%+23新進歷史
USLMUnited States Lime & Minerals IncCOM5$664<0.1%+5新進歷史
POWLPowell Industries IncStock3$665<0.1%+3新進歷史
WTBAWest Bancorporation IncCAP STK31$671<0.1%00.0%不變歷史
RYTMRhythm Pharmaceuticals, Inc.COM12$672<0.1%+12新進歷史
LACLithium Americas Corp.Stock227$674<0.1%00.0%不變歷史
BLFSBiolife Solutions IncCOM NEW26$675<0.1%+26新進歷史
CCBCoastal Financial CorpCOM NEW8$679<0.1%+8新進歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW35$680<0.1%−24−40.7%減碼歷史
RMRegional Management Corp.COM20$680<0.1%00.0%不變歷史
EDITEditas Medicine, Inc.COM539$685<0.1%+539新進歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C18$689<0.1%+18新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF17$691<0.1%+17新進–
TSQTownsquare Media, Inc.CL A76$691<0.1%+76新進歷史
MNKDMannkind CorpCOM NEW108$694<0.1%+108新進歷史
MLCOMelco Resorts & Entertainment LTDADR120$695<0.1%−90−42.9%減碼歷史
CPFCentral Pacific Financial CorpCOM NEW24$697<0.1%+24新進歷史
GLREGreenlight Capital Re, Ltd.CLASS A50$700<0.1%+50新進歷史
BWBBridgewater Bancshares IncCOM52$703<0.1%00.0%不變歷史
PDSBPDS Biotechnology CorpCOM431$703<0.1%+262+155.0%加碼歷史
Dole PLC Ord Shs256603101Stock52$704<0.1%+52新進–
Azul S A05501U106SPONSR ADR PFD426$711<0.1%−63−12.9%減碼–
GHMGraham CorpCOM16$712<0.1%+16新進歷史
AEHRAehr Test SystemsCOM43$715<0.1%+43新進歷史
WSBCWesbanco IncCOM22$716<0.1%+22新進歷史
AMWDAmerican Woodmark CorpCOM9$716<0.1%+9新進歷史
RDFNRedfin CorpCOM91$716<0.1%+66+264.0%加碼歷史
SUPNSupernus Pharmaceuticals, Inc.COM20$723<0.1%+20新進歷史
SPHRSphere Entertainment Co.CL A18$726<0.1%+17+1,700.0%加碼歷史
BYNDBeyond Meat, Inc.COM193$726<0.1%+118+157.3%加碼歷史
SSTKShutterstock, Inc.COM24$728<0.1%−25−51.0%減碼歷史
PLAYDave & Buster's Entertainment, Inc.COM25$730<0.1%+25新進歷史
NXENexGen Energy Ltd.COM112$739<0.1%+112新進歷史
ACCDAccolade, Inc.COM216$739<0.1%+216新進歷史
LIFLife360, Inc.COM18$743<0.1%+18新進歷史
REXRex American Resources CorpCOM18$750<0.1%+18新進歷史
TBPHTheravance Biopharma, Inc.COM80$752<0.1%+80新進歷史
CLNEClean Energy Fuels Corp.COM300$753<0.1%+84+38.9%加碼歷史
RXSTRxSight, Inc.COM22$756<0.1%−2,746−99.2%減碼歷史
PDFSPDF Solutions IncCOM28$758<0.1%+28新進歷史
FRSTPrimis Financial Corp.COM65$758<0.1%00.0%不變歷史
IMRXImmuneering CorpCLASS A COM345$759<0.1%00.0%不變歷史
VYXNCR Voyix CorpCOM55$761<0.1%+38+223.5%加碼歷史
GTLSChart Industries IncCOM4$763<0.1%+4新進歷史
KELYAKelly Services IncCL A55$767<0.1%00.0%不變歷史
WKCWorld Kinect CorpCOM28$770<0.1%−86−75.4%減碼歷史
CHMICherry Hill Mortgage Investment CorpCOM292$771<0.1%00.0%不變歷史
RXRXRecursion Pharmaceuticals, Inc.CL A115$777<0.1%+115新進歷史
NKTXNkarta, Inc.COM312$777<0.1%00.0%不變歷史

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