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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
CXMSprinklr, Inc.CL A92$777<0.1%+92新進歷史
SYMSymbotic Inc.Stock33$783<0.1%+33新進歷史
LTRXLantronix IncCOM NEW190$783<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM11$784<0.1%+11新進歷史
FRHCFreedom Holding Corp.COM6$784<0.1%00.0%不變歷史
WINAWinmark CorpCOM2$786<0.1%+2新進歷史
CTSCTS CorpCOM15$791<0.1%+15新進歷史
GPREGreen Plains Inc.COM84$796<0.1%−212−71.6%減碼歷史
SWISolarWinds CorpCOM56$798<0.1%+56新進歷史
CERSCerus CorpCOM519$799<0.1%+519新進歷史
BANRBanner CorpCOM NEW12$801<0.1%+12新進歷史
EPCEdgewell Personal Care CoCOM24$806<0.1%−34−58.6%減碼歷史
QCRHQCR Holdings IncCOM10$807<0.1%+9+900.0%加碼歷史
ALEXAlexander & Baldwin, Inc.COM46$808<0.1%+46新進歷史
THSTreeHouse Foods, Inc.COM23$808<0.1%−314−93.2%減碼歷史
CASHPathward Financial, Inc.COM11$809<0.1%+11新進歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$811<0.1%−39−70.9%減碼–
COCOVita Coco Company, Inc.COM22$812<0.1%+22新進歷史
Abrdn ETFs003261203BBRG ALL COMMDY26$815<0.1%+26新進–
EBEventbrite, Inc.COM CL A243$816<0.1%+243新進歷史
KVYOKlaviyo, Inc.COM SER A20$825<0.1%+20新進歷史
VECOVeeco Instruments IncCOM31$831<0.1%+14+82.4%加碼歷史
LGVNLongeveron Inc.COM481$832<0.1%00.0%不變歷史
SNDXSyndax Pharmaceuticals IncCOM63$833<0.1%+63新進歷史
PROPROS Holdings, Inc.COM38$834<0.1%+38新進歷史
MPBMid Penn Bancorp IncCOM29$836<0.1%+29新進歷史
ULCCFrontier Group Holdings, Inc.COM118$839<0.1%00.0%不變歷史
LITELumentum Holdings Inc.COM10$840<0.1%+10新進歷史
GAMGeneral American Investors Co IncCOM17$845<0.1%+17新進歷史
PGENPrecigen, Inc.COM755$846<0.1%+755新進歷史
SWBISmith & Wesson Brands, Inc.COM84$849<0.1%−1,007−92.3%減碼歷史
PWODPenns Woods Bancorp IncCOM28$851<0.1%00.0%不變歷史
HSTMHealthstream IncCOM27$859<0.1%+27新進歷史
FLYWFlywire CorpCOM VTG42$866<0.1%−549−92.9%減碼歷史
RAPTRAPT Therapeutics, Inc.COM548$866<0.1%+421+331.5%加碼歷史
ASMBAssembly Biosciences, Inc.COM NEW55$868<0.1%00.0%不變歷史
TPICQTpi Composites, IncCOM461$871<0.1%+272+143.9%加碼歷史
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$873<0.1%00.0%不變歷史
GOLDGold.com, Inc.COM32$877<0.1%+32新進歷史
TEMTempus AI, Inc.CL A26$878<0.1%+26新進歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$880<0.1%00.0%不變–
FBNCFirst BancorpCOM20$880<0.1%+4+25.0%加碼歷史
IRMDIradimed CorpCOM16$880<0.1%+16新進歷史
FCFFirst Commonwealth Financial CorpCOM52$880<0.1%+52新進歷史
CXTCrane NXT, Co.COM15$887<0.1%−15−50.0%減碼歷史
BLBDBlue Bird CorpCOM23$888<0.1%+23新進歷史
KROKronos Worldwide IncCOM92$897<0.1%+92新進歷史
PENGPenguin Solutions, Inc.SHS47$902<0.1%+45+2,250.0%加碼歷史
PCRXPacira BioSciences, Inc.COM48$904<0.1%+48新進歷史
FROGJFrog LtdStock31$912<0.1%+31新進歷史
ASANAsana, Inc.CL A45$912<0.1%−391−89.7%減碼歷史
LFSTLifeStance Health Group, Inc.COM124$914<0.1%+11+9.7%加碼歷史
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX56$915<0.1%+56新進–
JACKJack in the Box IncCOM22$916<0.1%+22新進歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$922<0.1%00.0%不變–
RRRRed Rock Resorts, Inc.CL A20$925<0.1%+8+66.7%加碼歷史
Fidelity Merrimack STR Tr316188101CORP BOND ETF20$928<0.1%00.0%不變–
ALGAlamo Group IncCOM5$930<0.1%+5新進歷史
BWINBaldwin Insurance Group, Inc.COM CL A24$930<0.1%+12+100.0%加碼歷史
SRGSeritage Growth PropertiesCL A226$931<0.1%+204+927.3%加碼歷史
SCSSteelcase IncCL A79$934<0.1%+79新進歷史
HLMNHillman Solutions Corp.COM96$935<0.1%+96新進歷史
JAMFJamf Holding Corp.COM67$941<0.1%+58+644.4%加碼歷史
LNNLindsay CorpCOM8$946<0.1%+8新進歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH43$947<0.1%+43新進–
PDCOPatterson Companies, Inc.COM31$957<0.1%−11−26.2%減碼歷史
JMIAJumia Technologies AGSPONSORED ADS251$959<0.1%−321−56.1%減碼歷史
AMPLAmplitude, Inc.Stock91$960<0.1%+91新進歷史
FLGFlagstar Bank, National AssociationStock103$961<0.1%+13+14.4%加碼歷史
SUMSummit Materials, Inc.CL A19$961<0.1%00.0%不變歷史
Pacer FDS Tr69374H402US EXPORT LEAD20$962<0.1%−700−97.2%減碼–
EQXEquinox Gold Corp.COM192$964<0.1%+4+2.1%加碼歷史
FUNSix Flags Entertainment CorporationCOM20$964<0.1%−44−68.8%減碼歷史
WAFDWafd IncStock30$967<0.1%+30新進歷史
CENTCentral Garden & Pet CoCOM25$970<0.1%+25新進歷史
SCLStepan CoCOM15$971<0.1%−12−44.4%減碼歷史
FIGSFIGS, Inc.CL A157$972<0.1%−23−12.8%減碼歷史
FNBFNB CorpCOM66$975<0.1%+22+50.0%加碼歷史
IBCPIndependent Bank CorpCOM NEW28$975<0.1%+28新進歷史
PWPPerella Weinberg PartnersCLASS A COM41$977<0.1%+41新進歷史
PGREParamount Group, Inc.COM198$978<0.1%−1,399−87.6%減碼歷史
FLGTFulgent Genetics, Inc.COM53$979<0.1%−209−79.8%減碼歷史
HUYAHUYA Inc.ADS REP SHS A319$979<0.1%−197−38.2%減碼歷史
Ea Series Trust02072L607FREEDOM 100 EM30$980<0.1%00.0%不變–
TALOTalos Energy Inc.COM103$1,000<0.1%−345−77.0%減碼歷史
INMDInMode Ltd.SHS60$1,002<0.1%+60新進歷史
HFWAHeritage Financial CorpCOM41$1,005<0.1%+41新進歷史
OCGNOcugen, Inc.COM1,250$1,006<0.1%00.0%不變歷史
WTWisdomTree, Inc.COM96$1,008<0.1%+96新進歷史
UUUUEnergy Fuels IncCOM NEW197$1,010<0.1%+86+77.5%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF38$1,012<0.1%−112−74.7%減碼–
IOVAIovance Biotherapeutics, Inc.COM137$1,014<0.1%−4,222−96.9%減碼歷史
MBIMbia IncCOM157$1,015<0.1%00.0%不變歷史
CCUUnited Breweries Co IncSPONSORED ADR90$1,019<0.1%−413−82.1%減碼歷史
CUBICustomers Bancorp, Inc.COM21$1,022<0.1%+21新進歷史
CRONCronos Group Inc.COM506$1,022<0.1%−608−54.6%減碼歷史
FLNGFlex LNG Ltd.SHS45$1,032<0.1%+45新進歷史
CYRXCryoport, Inc.COM PAR $0.001133$1,034<0.1%+47+54.7%加碼歷史
NINENine Energy Service, Inc.COM924$1,035<0.1%00.0%不變歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW33$1,039<0.1%−547−94.3%減碼依 1 比 10 拆股換算歷史

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