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
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM26$1,042<0.1%00.0%不變–
KYMRKymera Therapeutics, Inc.COM26$1,046<0.1%+14+116.7%加碼歷史
FLNAFilana Therapeutics, Inc.COM445$1,050<0.1%+153+52.4%加碼歷史
FIVNFive9, Inc.COM26$1,056<0.1%00.0%不變歷史
ALHCAlignment Healthcare, Inc.COM94$1,058<0.1%+88+1,466.7%加碼歷史
RIGLRigel Pharmaceuticals IncCOM NEW63$1,060<0.1%00.0%不變歷史
ROADConstruction Partners, Inc.COM CL A12$1,061<0.1%+12新進歷史
ATENA10 Networks, Inc.Stock58$1,067<0.1%+58新進歷史
COHUCohu IncCOM40$1,068<0.1%+16+66.7%加碼歷史
DXPEDXP Enterprises IncCOM NEW13$1,074<0.1%+13新進歷史
SYBTStock Yards Bancorp, Inc.COM15$1,074<0.1%+15新進歷史
CMPRCIMPRESS plcSHS EURO15$1,076<0.1%+15新進歷史
ATNIATN International, Inc.COM64$1,076<0.1%+64新進歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10145$1,079<0.1%+5+3.6%加碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS131$1,082<0.1%−125−48.8%減碼歷史
Tidal ETF Tr886364306SOFI NEXT 50075$1,083<0.1%00.0%不變–
REPXRiley Exploration Permian, Inc.COM34$1,085<0.1%+34新進歷史
RCKTRocket Pharmaceuticals, Inc.COM87$1,093<0.1%+87新進歷史
TCBITexas Capital Bancshares IncCOM14$1,095<0.1%+14新進歷史
NATRNatures Sunshine Products IncCOM75$1,100<0.1%00.0%不變歷史
TBRGTruBridge, Inc.COM56$1,104<0.1%00.0%不變歷史
SRCE1st Source CorpCOM19$1,109<0.1%+19新進歷史
HDSNHudson Technologies IncCOM199$1,110<0.1%+199新進歷史
FPIFarmland Partners Inc.COM95$1,117<0.1%00.0%不變歷史
FATEFate Therapeutics IncCOM682$1,125<0.1%00.0%不變歷史
Global X FDS37960A735GBL X BLOCKCHAIN22$1,127<0.1%+22新進–
BCRXBiocryst Pharmaceuticals IncCOM150$1,128<0.1%+50+50.0%加碼歷史
MYDBlackRock Muniyield Fund, Inc.COM109$1,130<0.1%−2,500−95.8%減碼歷史
HAPNHappen, Inc.COM NEW70$1,134<0.1%+62+775.0%加碼歷史
TRIPTripAdvisor, Inc.COM77$1,137<0.1%+77新進歷史
AVDXAvidXchange Holdings, Inc.COM110$1,138<0.1%+45+69.2%加碼歷史
AVPTAvePoint, Inc.COM CL A69$1,139<0.1%+69新進歷史
BLNDBlend Labs, Inc.CL A272$1,145<0.1%+272新進歷史
JELDJELD-WEN Holding, Inc.COM140$1,146<0.1%−353−71.6%減碼歷史
HGHamilton Insurance Group, Ltd.CL B61$1,161<0.1%+61新進歷史
PIImpinj IncCOM8$1,162<0.1%−1−11.1%減碼歷史
ANGOAngiodynamics IncCOM127$1,163<0.1%+127新進歷史
OLOOlo Inc.CL A152$1,167<0.1%+152新進歷史
ARQTArcutis Biotherapeutics, Inc.COM84$1,170<0.1%+84新進歷史
AORTArtivion, Inc.COM41$1,172<0.1%+41新進歷史
NEXNNexxen International Ltd.ADS117$1,172<0.1%+117新進歷史
XENEXenon Pharmaceuticals Inc.COM30$1,176<0.1%−388−92.8%減碼歷史
Dada Nexus Ltd23344D108ADS973$1,177<0.1%+9+0.9%加碼–
MGNIMagnite, Inc.COM74$1,178<0.1%−109−59.6%減碼歷史
Investment Managers Ser Tr I46144X131TRADR 2X SHORT28$1,178<0.1%+28新進–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,179<0.1%00.0%不變–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF11$1,180<0.1%+11新進–
CBIOCrescent Biopharma, Inc.COM4,755$1,184<0.1%00.0%不變歷史
FBKFB Financial CorpCOM23$1,185<0.1%+9+64.3%加碼歷史
UFCSUnited Fire Group IncCOM42$1,195<0.1%+42新進歷史
LMATLemaitre Vascular IncCOM13$1,198<0.1%+13新進歷史
SIGASiga Technologies IncCOM200$1,202<0.1%+200新進歷史
MERCMercer International Inc.COM185$1,203<0.1%+17+10.1%加碼歷史
HNSTHonest Company, Inc.COM174$1,206<0.1%+174新進歷史
COURCoursera, Inc.COM142$1,207<0.1%+120+545.5%加碼歷史
PFSIPennyMac Financial Services, Inc.COM12$1,226<0.1%+12新進歷史
IBPInstalled Building Products, Inc.COM7$1,227<0.1%−6−46.2%減碼歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF50$1,233<0.1%00.0%不變–
NREFNexPoint Real Estate Finance, Inc.COM79$1,240<0.1%+79新進歷史
iShares Inc464286806MSCI GERMANY ETF39$1,241<0.1%+39新進–
MLKNMillerknoll, Inc.COM55$1,243<0.1%−1,146−95.4%減碼歷史
MCBSMetroCity Bankshares, Inc.COM39$1,246<0.1%+16+69.6%加碼歷史
NECBNorthEast Community Bancorp, Inc.COM51$1,247<0.1%+22+75.9%加碼歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$1,248<0.1%00.0%不變歷史
GRNTGranite Ridge Resources, Inc.COM195$1,260<0.1%+195新進歷史
RDWRRadware LtdORD57$1,284<0.1%00.0%不變歷史
NBHCNational Bank Holdings CorpCL A30$1,292<0.1%+30新進歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK103$1,292<0.1%−588−85.1%減碼歷史
COMPCompass, Inc.CL A223$1,304<0.1%+223新進歷史
GIIIG III Apparel Group LtdCOM40$1,305<0.1%+40新進歷史
APPSDigital Turbine, Inc.COM NEW772$1,305<0.1%+84+12.2%加碼歷史
HNIHni CorpStock26$1,309<0.1%+14+116.7%加碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A20$1,309<0.1%+20新進歷史
PTONPeloton Interactive, Inc.CL A COM151$1,314<0.1%+151新進歷史
AGYSAgilysys IncCOM10$1,317<0.1%+4+66.7%加碼歷史
DFINDonnelley Financial Solutions, Inc.COM21$1,317<0.1%+21新進歷史
ARLOArlo Technologies, Inc.COM118$1,320<0.1%+118新進歷史
DAOYoudao, Inc.SPONSORED ADS179$1,325<0.1%00.0%不變歷史
FVRRFiverr International Ltd.ORD SHS42$1,332<0.1%−47−52.8%減碼歷史
EYENational Vision Holdings, Inc.COM128$1,334<0.1%+128新進歷史
CRSRCorsair Gaming, Inc.COM202$1,335<0.1%−270−57.2%減碼歷史
SGSweetgreen, Inc.COM CL A42$1,347<0.1%+42新進歷史
CASSCass Information Systems IncCOM33$1,350<0.1%+33新進歷史
IIINInsteel Industries IncCOM50$1,351<0.1%+50新進歷史
XHRXenia Hotels & Resorts, Inc.COM91$1,352<0.1%−489−84.3%減碼歷史
NCMINational CineMedia, Inc.COM NEW204$1,355<0.1%+204新進歷史
PRAAPra Group IncCOM65$1,358<0.1%−130−66.7%減碼歷史
SDRLSEADRILL LtdCOM35$1,363<0.1%+35新進歷史
Avidity Biosciences, Inc.05370A108COM47$1,366<0.1%+25+113.6%加碼–
PLABPhotronics IncCOM58$1,367<0.1%+58新進歷史
PLMRPalomar Holdings, Inc.Stock13$1,373<0.1%+13新進歷史
NARIInari Medical, Inc.Stock27$1,377<0.1%+26+2,600.0%加碼歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,377<0.1%00.0%不變–
PPLIPeople IncCOM NEW32$1,380<0.1%−101−75.9%減碼歷史
HVTHaverty Furniture Companies IncCOM62$1,380<0.1%+62新進歷史
GTYGetty Realty CorpCOM46$1,386<0.1%+46新進歷史
CTOCTO Realty Growth, Inc.COM71$1,399<0.1%−92−56.4%減碼歷史
LULufax Holding LtdADS REP SHS CL A586$1,400<0.1%+137+30.5%加碼歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,404<0.1%00.0%不變–
ATRCAtriCure, Inc.COM46$1,406<0.1%+46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