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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
EXEExpand Energy CorpCOM991$9.86 萬<0.1%+819+476.2%加碼歷史
ULUnilever PLCSPON ADR NEW1,735$9.84 萬<0.1%−1,343−43.6%減碼歷史
GIBCgi IncCL A900$9.84 萬<0.1%−88−8.9%減碼歷史
LLoews CorpCOM1,158$9.81 萬<0.1%+38+3.4%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM416$9.79 萬<0.1%+93+28.8%加碼歷史
iShares Semiconductor ETF464287523ETF452$9.74 萬<0.1%+170+60.3%加碼–
SUNSunoco LPCOM UT REP LP1,884$9.69 萬<0.1%00.0%不變歷史
WKWorkiva IncCOM CL A885$9.69 萬<0.1%+879+14,650.0%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,611$9.68 萬<0.1%+2+0.1%加碼歷史
HWMHowmet Aerospace Inc.Stock883$9.66 萬<0.1%+411+87.1%加碼歷史
EWEdwards Lifesciences CorpStock1,304$9.65 萬<0.1%+282+27.6%加碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$9.65 萬<0.1%00.0%不變歷史
VNOVornado Realty TrustSH BEN INT2,291$9.63 萬<0.1%−349−13.2%減碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$9.63 萬<0.1%00.0%不變歷史
CTVACorteva, Inc.Stock1,690$9.63 萬<0.1%−208−11.0%減碼歷史
DSGXDescartes Systems Group IncCOM847$9.62 萬<0.1%+108+14.6%加碼歷史
CNCCentene CorpStock1,585$9.60 萬<0.1%+325+25.8%加碼歷史
OGNOrganon & Co.Stock6,408$9.56 萬<0.1%+2,670+71.4%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,368$9.55 萬<0.1%00.0%不變–
FXEInvesco CurrencyShares Euro TrustEURO SHS998$9.54 萬<0.1%+5+0.5%加碼歷史
ATIAti IncStock1,729$9.52 萬<0.1%+288+20.0%加碼歷史
KIMKimco Realty CorpCOM4,056$9.50 萬<0.1%+401+11.0%加碼歷史
HSYHershey CoCOM560$9.48 萬<0.1%−1,728−75.5%減碼歷史
iShares Inc46434G889EMNG MKTS EQT2,086$9.43 萬<0.1%+786+60.5%加碼–
Vanguard Energy ETF92204A306ETF777$9.43 萬<0.1%+31+4.2%加碼–
SUSuncor Energy IncStock2,639$9.42 萬<0.1%−132−4.8%減碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW14,363$9.35 萬<0.1%−475−3.2%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,030$9.32 萬<0.1%+344+50.1%加碼–
RMDResmed IncCOM407$9.31 萬<0.1%+12+3.0%加碼歷史
DOCUDocuSign, Inc.Stock1,035$9.31 萬<0.1%−209−16.8%減碼歷史
iShares Core High Dividend ETF46429B663ETF827$9.29 萬<0.1%+90+12.2%加碼–
DASHDoorDash, Inc.Stock551$9.24 萬<0.1%+153+38.4%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$9.23 萬<0.1%00.0%不變–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,830$9.22 萬<0.1%+1,264+223.3%加碼–
AGNCAGNC Investment Corp.REIT9,949$9.16 萬<0.1%+1,776+21.7%加碼歷史
CWCurtiss Wright CorpStock258$9.16 萬<0.1%+28+12.2%加碼歷史
STXSeagate Technology Holdings plcORD SHS1,059$9.14 萬<0.1%−49−4.4%減碼歷史
HIWHighwoods Properties, Inc.COM2,972$9.09 萬<0.1%+2,331+363.7%加碼歷史
SNVSynovus Financial CorpCOM NEW1,766$9.05 萬<0.1%+473+36.6%加碼歷史
BURLBurlington Stores, Inc.COM317$9.04 萬<0.1%+49+18.3%加碼歷史
Schwab International Equity ETF808524805ETF4,854$8.98 萬<0.1%−4,152−46.1%減碼依 2 比 1 拆股換算–
CBRECbre Group, Inc.CL A684$8.98 萬<0.1%+205+42.8%加碼歷史
iShares Core S&P US Value ETF464287663ETF967$8.95 萬<0.1%00.0%不變–
AVAAvista CorpCOM2,421$8.87 萬<0.1%+1,520+168.7%加碼歷史
PCARPaccar IncCOM850$8.84 萬<0.1%+107+14.4%加碼歷史
INCYIncyte CorpCOM1,275$8.81 萬<0.1%+787+161.3%加碼歷史
NMRNomura Holdings IncSPONSORED ADR15,175$8.79 萬<0.1%−85−0.6%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,621$8.78 萬<0.1%+36+2.3%加碼歷史
Vanguard Industrials ETF92204A603ETF345$8.78 萬<0.1%00.0%不變–
MMYTMakeMyTrip LtdStock779$8.75 萬<0.1%−24−3.0%減碼歷史
CPACopa Holdings, S.A.CL A991$8.71 萬<0.1%+591+147.8%加碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF5,320$8.69 萬<0.1%+299+6.0%加碼–
CVNACarvana Co.CL A426$8.66 萬<0.1%+74+21.0%加碼歷史
NWSANews CorpCL A3,142$8.65 萬<0.1%+334+11.9%加碼歷史
VALEVale S.A.SPONSORED ADS9,738$8.64 萬<0.1%+4,580+88.8%加碼歷史
JLLJones Lang Lasalle IncCOM341$8.63 萬<0.1%+30+9.6%加碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$8.63 萬<0.1%00.0%不變–
U.S. Global Jets ETF26922A842ETF3,383$8.58 萬<0.1%−503−12.9%減碼–
FNDFloor & Decor Holdings, Inc.CL A859$8.56 萬<0.1%+793+1,201.5%加碼歷史
BCCBoise Cascade CoCOM715$8.50 萬<0.1%+5+0.7%加碼歷史
BHPBHP Group LtdADR1,730$8.45 萬<0.1%−553−24.2%減碼歷史
SILASila Realty Trust, Inc.COMMON STOCK3,465$8.43 萬<0.1%+2,895+507.9%加碼歷史
iShares Tr464288273EAFE SML CP ETF1,383$8.40 萬<0.1%+640+86.1%加碼–
STLDSteel Dynamics IncCOM736$8.40 萬<0.1%+67+10.0%加碼歷史
FEFirstenergy CorpCOM2,107$8.38 萬<0.1%+406+23.9%加碼歷史
AMTMAmentum Holdings, Inc.COM3,978$8.37 萬<0.1%+730+22.5%加碼歷史
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1,100$8.33 萬<0.1%+1,100新進–
MANHManhattan Associates IncStock308$8.32 萬<0.1%+182+144.4%加碼歷史
MAPSWM Technology, Inc.COM60,263$8.32 萬<0.1%00.0%不變歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT3,731$8.21 萬<0.1%+1,200+47.4%加碼歷史
RITMRithm Capital Corp.REIT7,562$8.19 萬<0.1%+359+5.0%加碼歷史
RLIRli CorpCOM497$8.19 萬<0.1%+159+47.0%加碼歷史
BNSBank of Nova ScotiaCOM1,522$8.18 萬<0.1%−151−9.0%減碼歷史
BLDRBuilders FirstSource, Inc.Stock570$8.15 萬<0.1%−3−0.5%減碼歷史
UFPTUfp Technologies IncCOM333$8.14 萬<0.1%+66+24.7%加碼歷史
CMCanadian Imperial Bank of CommerceCOM1,283$8.11 萬<0.1%+99+8.4%加碼歷史
OXLCOxford Lane Capital Corp.COM16,000$8.11 萬<0.1%00.0%不變歷史
AESAES CorpStock6,295$8.10 萬<0.1%+3,080+95.8%加碼歷史
NINisource Inc.COM2,202$8.09 萬<0.1%+1,705+343.1%加碼歷史
NTRNutrien Ltd.COM1,804$8.07 萬<0.1%+348+23.9%加碼歷史
SANBanco Santander, S.A.ADR17,652$8.05 萬<0.1%−897−4.8%減碼歷史
SKMSK Telecom Co LtdSPONSORED ADR3,815$8.03 萬<0.1%−417−9.9%減碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$8.03 萬<0.1%00.0%不變歷史
PDDPDD Holdings Inc.SPONSORED ADS825$8.00 萬<0.1%+249+43.2%加碼歷史
MVSTMicrovast Holdings, Inc.COM38,592$7.99 萬<0.1%00.0%不變歷史
STNStantec IncCOM1,017$7.98 萬<0.1%−208−17.0%減碼歷史
JHGJanus Henderson Group Ltd.ORD SHS1,872$7.96 萬<0.1%+613+48.7%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,738$7.94 萬<0.1%+715+35.3%加碼–
IDAIdacorp IncCOM725$7.92 萬<0.1%−21−2.8%減碼歷史
UTGReaves Utility Income FundCOM SH BEN INT2,500$7.92 萬<0.1%00.0%不變歷史
VRSNVerisign IncCOM380$7.86 萬<0.1%+249+190.1%加碼歷史
ZSZscaler, Inc.Stock435$7.85 萬<0.1%−405−48.2%減碼歷史
LCIILci IndustriesCOM757$7.82 萬<0.1%+6+0.8%加碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$7.82 萬<0.1%00.0%不變–
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,031$7.80 萬<0.1%+527+104.6%加碼–
BRKRBruker CorpCOM1,330$7.80 萬<0.1%+390+41.5%加碼歷史
SNASnap-on IncCOM229$7.76 萬<0.1%+80+53.7%加碼歷史
AIZAssurant, Inc.Stock364$7.76 萬<0.1%+84+30.0%加碼歷史
iShares Tr464288687PFD AND INCM SEC2,462$7.74 萬<0.1%+2,462新進–
STWDStarwood Property Trust, Inc.COM4,073$7.72 萬<0.1%+284+7.5%加碼歷史

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