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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
FIVEFive Below, IncCOM577$6.06 萬<0.1%+558+2,936.8%加碼歷史
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$6.05 萬<0.1%+2,016新進–
ProShares Tr74347X823ULTRPRO DOW30637$6.03 萬<0.1%+637新進–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX571$6.02 萬<0.1%−188−24.8%減碼–
OHIOmega Healthcare Investors IncCOM1,585$6.00 萬<0.1%+138+9.5%加碼歷史
DRIDarden Restaurants IncCOM321$5.98 萬<0.1%+9+2.9%加碼歷史
DDOGDatadog, Inc.CL A COM418$5.97 萬<0.1%−1,269−75.2%減碼歷史
FLEXFlex Ltd.Stock1,553$5.96 萬<0.1%+704+82.9%加碼歷史
AXSAxis Capital Holdings LtdSHS671$5.95 萬<0.1%+285+73.8%加碼歷史
AEEAmeren CorpCOM667$5.94 萬<0.1%+221+49.6%加碼歷史
DYDycom Industries IncCOM341$5.94 萬<0.1%+71+26.3%加碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF357$5.92 萬<0.1%+337+1,685.0%加碼–
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM4,400$5.90 萬<0.1%00.0%不變歷史
CBOECboe Global Markets, Inc.COM302$5.90 萬<0.1%+127+72.6%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF1,288$5.88 萬<0.1%−191−12.9%減碼–
iShares Tr464289883CORE 30 70 ETF1,575$5.87 萬<0.1%+1,575新進–
ETF Ser Solutions26922A289DEFIANCE CONNECT1,224$5.83 萬<0.1%00.0%不變–
NGGNational Grid PLCSPONSORED ADR NE981$5.83 萬<0.1%−62−5.9%減碼歷史
RVTYRevvity, Inc.COM522$5.83 萬<0.1%+131+33.5%加碼歷史
TDWTidewater IncCOM1,065$5.83 萬<0.1%+333+45.5%加碼歷史
HASHasbro, Inc.COM1,041$5.82 萬<0.1%−224−17.7%減碼歷史
TRIThomson Reuters CorpCOM NO PAR361$5.79 萬<0.1%+136+60.4%加碼歷史
CTRACoterra Energy Inc.Stock2,266$5.79 萬<0.1%−1,429−38.7%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR21,237$5.78 萬<0.1%+1,249+6.2%加碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD616$5.77 萬<0.1%+1+0.2%加碼–
STLAStellantis N.V.SHS4,413$5.76 萬<0.1%−1,155−20.7%減碼歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$5.75 萬<0.1%00.0%不變歷史
FMXMexican Economic Development IncSPON ADR UNITS672$5.75 萬<0.1%−56−7.7%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF205$5.74 萬<0.1%+1+0.5%加碼–
LBRDKLiberty Broadband CorpCOM SER C767$5.73 萬<0.1%−83−9.8%減碼歷史
NEMNEWMONT CorpStock1,541$5.73 萬<0.1%−1,943−55.8%減碼歷史
BIDUBaidu, Inc.ADR680$5.73 萬<0.1%−217−24.2%減碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW510$5.71 萬<0.1%−35−6.4%減碼歷史
MOHMolina Healthcare, Inc.COM196$5.70 萬<0.1%+88+81.5%加碼歷史
CMAComerica IncCOM919$5.68 萬<0.1%−288−23.9%減碼歷史
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$5.67 萬<0.1%+1,684新進–
ECGEverus Construction Group, Inc.Stock856$5.63 萬<0.1%+856新進歷史
RJFRaymond James Financial IncCOM362$5.62 萬<0.1%+16+4.6%加碼歷史
JBHTHunt J B Transport Services IncCOM329$5.61 萬<0.1%+134+68.7%加碼歷史
RBLXRoblox CorpStock969$5.61 萬<0.1%+633+188.4%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN1,351$5.60 萬<0.1%+6+0.4%加碼–
RHIRobert Half Inc.COM794$5.59 萬<0.1%+304+62.0%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF149$5.59 萬<0.1%00.0%不變–
TAPMolson Coors Beverage CoCL B973$5.58 萬<0.1%+489+101.0%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR8,089$5.57 萬<0.1%−366−4.3%減碼歷史
NLOPNet Lease Office PropertiesCOM1,783$5.56 萬<0.1%−186−9.4%減碼歷史
PFGPrincipal Financial Group IncCOM718$5.56 萬<0.1%+29+4.2%加碼歷史
MTGMgic Investment CorpCOM2,336$5.54 萬<0.1%+419+21.9%加碼歷史
UHALU-Haul Holding CoCOM799$5.52 萬<0.1%−542−40.4%減碼歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V2,070$5.50 萬<0.1%+2,070新進–
APPFAppfolio IncCOM CL A222$5.48 萬<0.1%+208+1,485.7%加碼歷史
ELANElanco Animal Health IncCOM4,503$5.45 萬<0.1%+25+0.6%加碼歷史
BALLBALL CorpCOM988$5.45 萬<0.1%−96−8.9%減碼歷史
DXCMDexcom IncCOM697$5.42 萬<0.1%+27+4.0%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD4,164$5.41 萬<0.1%−2,327−35.8%減碼–
WBSWebster Financial CorpCOM979$5.41 萬<0.1%+97+11.0%加碼歷史
PCTYPaylocity Holding CorpCOM271$5.41 萬<0.1%+225+489.1%加碼歷史
HHyatt Hotels CorpCOM CL A343$5.38 萬<0.1%+5+1.5%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT3,156$5.38 萬<0.1%00.0%不變歷史
ARIApollo Commercial Real Estate Finance, Inc.COM6,205$5.37 萬<0.1%+52+0.8%加碼歷史
CGCarlyle Group Inc.COM1,063$5.37 萬<0.1%+671+171.2%加碼歷史
Vanguard Utilities ETF92204A876ETF325$5.31 萬<0.1%00.0%不變–
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$5.30 萬<0.1%00.0%不變歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,200$5.27 萬<0.1%00.0%不變歷史
FLSFlowserve CorpCOM915$5.27 萬<0.1%+595+185.9%加碼歷史
SYFSynchrony FinancialCOM810$5.26 萬<0.1%+257+46.5%加碼歷史
NWGNatWest Group plcSPONS ADR5,156$5.24 萬<0.1%+641+14.2%加碼歷史
HOODRobinhood Markets, Inc.Stock1,407$5.24 萬<0.1%+899+177.0%加碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$5.24 萬<0.1%00.0%不變歷史
NTRANatera, Inc.COM331$5.24 萬<0.1%+261+372.9%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,402$5.24 萬<0.1%00.0%不變–
SRSpire IncCOM771$5.23 萬<0.1%+1+0.1%加碼歷史
TDToronto Dominion BankStock979$5.21 萬<0.1%−72−6.9%減碼歷史
SPTNSpartanNash CoCOM2,836$5.20 萬<0.1%−198−6.5%減碼歷史
PBAPembina Pipeline CorpCOM1,406$5.20 萬<0.1%−212−13.1%減碼歷史
CECelanese CorpStock746$5.16 萬<0.1%+498+200.8%加碼歷史
CSWCCapital Southwest CorpCOM2,365$5.16 萬<0.1%+25+1.1%加碼歷史
CLSCelestica IncStock556$5.13 萬<0.1%−2,975−84.3%減碼歷史
TRNTrinity Industries IncCOM1,460$5.13 萬<0.1%−148−9.2%減碼歷史
MGMMGM Resorts InternationalStock1,478$5.12 萬<0.1%+633+74.9%加碼歷史
FFIVF5, Inc.Stock203$5.10 萬<0.1%+49+31.8%加碼歷史
iShares Tr464289867CORE 60 BALA ETF888$5.09 萬<0.1%+876+7,300.0%加碼–
EXPEExpedia Group, Inc.Stock272$5.07 萬<0.1%+117+75.5%加碼歷史
NTRSNorthern Trust CorpCOM494$5.06 萬<0.1%+224+83.0%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM2,101$5.05 萬<0.1%+13+0.6%加碼歷史
MLIMueller Industries IncCOM636$5.05 萬<0.1%−121−16.0%減碼歷史
DELLDell Technologies Inc.Stock436$5.02 萬<0.1%−246−36.1%減碼歷史
KNFKnife River CorpStock493$5.01 萬<0.1%+16+3.4%加碼歷史
AVTAvnet IncCOM957$5.01 萬<0.1%+53+5.9%加碼歷史
BROBrown & Brown, Inc.Stock490$5.00 萬<0.1%+217+79.5%加碼歷史
PTCPTC Inc.Stock271$4.98 萬<0.1%+18+7.1%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM5,312$4.96 萬<0.1%+2,422+83.8%加碼歷史
INFNInfinera CorpCOM7,500$4.93 萬<0.1%−10,000−57.1%減碼歷史
CRBGCorebridge Financial, Inc.COM1,642$4.91 萬<0.1%+329+25.1%加碼歷史
VODVodafone Group Public Ltd CoADR5,787$4.91 萬<0.1%−9,331−61.7%減碼歷史
JOEST JOE CoCOM1,088$4.89 萬<0.1%+11+1.0%加碼歷史
KRCKilroy Realty CorpCOM1,208$4.89 萬<0.1%−4−0.3%減碼歷史
TALTAL Education GroupSPONSORED ADS4,873$4.88 萬<0.1%−263−5.1%減碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW691$4.88 萬<0.1%+679+5,658.3%加碼–
iShares Tr464287762US HLTHCARE ETF835$4.87 萬<0.1%00.0%不變–

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