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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
STNGScorpio Tankers Inc.SHS979$4.86 萬<0.1%+876+850.5%加碼歷史
CCDCalamos Dynamic Convertible & Income FundCOM2,000$4.86 萬<0.1%00.0%不變歷史
FTITechnipFMC plcCOM1,678$4.86 萬<0.1%+1,338+393.5%加碼歷史
EWBCEast West Bancorp IncCOM507$4.85 萬<0.1%−7−1.4%減碼歷史
NETCloudflare, Inc.CL A COM450$4.85 萬<0.1%+20+4.7%加碼歷史
VTRSViatris IncStock3,870$4.82 萬<0.1%+784+25.4%加碼歷史
SLMSLM CorpCOM1,746$4.82 萬<0.1%+29+1.7%加碼歷史
CINFCincinnati Financial CorpCOM335$4.81 萬<0.1%+205+157.7%加碼歷史
ARWArrow Electronics, Inc.COM423$4.79 萬<0.1%+4+1.0%加碼歷史
SPDR Series Trust78464A805ST STR PR SP1500669$4.78 萬<0.1%+669新進–
UNMUnum GroupStock654$4.78 萬<0.1%+125+23.6%加碼歷史
FITBFifth Third BancorpCOM1,128$4.77 萬<0.1%+221+24.4%加碼歷史
SWKSSkyworks Solutions, Inc.Stock537$4.76 萬<0.1%−15−2.7%減碼歷史
TXNMTXNM Energy IncCOM969$4.76 萬<0.1%+706+268.4%加碼歷史
SANMSanmina CorpCOM623$4.71 萬<0.1%+15+2.5%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF223$4.71 萬<0.1%00.0%不變–
ALKSAlkermes plc.SHS1,635$4.70 萬<0.1%+842+106.2%加碼歷史
AMCRAmcor plcORD4,995$4.70 萬<0.1%+46+0.9%加碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$4.68 萬<0.1%00.0%不變–
SLFSun Life Financial IncCOM788$4.68 萬<0.1%+3+0.4%加碼歷史
PRVAPrivia Health Group, Inc.COM2,380$4.65 萬<0.1%+2,350+7,833.3%加碼歷史
FTVFortive CorpStock620$4.65 萬<0.1%−547−46.9%減碼歷史
OVVOvintiv Inc.COM1,148$4.65 萬<0.1%+940+451.9%加碼歷史
WATWaters CorpCOM125$4.64 萬<0.1%+44+54.3%加碼歷史
SPSCSPS Commerce IncCOM252$4.64 萬<0.1%−10−3.8%減碼歷史
JXNJackson Financial Inc.COM CL A530$4.62 萬<0.1%−65−10.9%減碼歷史
SMSM Energy CoCOM1,189$4.61 萬<0.1%−232−16.3%減碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC1,066$4.60 萬<0.1%−250−19.0%減碼–
BXPBXP, Inc.COM618$4.60 萬<0.1%+46+8.0%加碼歷史
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,762$4.56 萬<0.1%−121−6.4%減碼–
SOLVSolventum CorpStock687$4.54 萬<0.1%+223+48.1%加碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS4,500$4.51 萬<0.1%00.0%不變歷史
MFGMizuho Financial Group IncSPONSORED ADR9,207$4.50 萬<0.1%+568+6.6%加碼歷史
CPAYCorpay, Inc.COM SHS133$4.50 萬<0.1%+55+70.5%加碼歷史
EQTEQT CorpStock976$4.50 萬<0.1%+205+26.6%加碼歷史
CLFCleveland-Cliffs Inc.COM4,781$4.49 萬<0.1%+164+3.6%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF1,954$4.49 萬<0.1%−203−9.4%減碼–
Innovator ETFs Trust45782C524INTRNL DEV JAN1,484$4.49 萬<0.1%00.0%不變–
WIXWix.com Ltd.SHS209$4.48 萬<0.1%−6−2.8%減碼歷史
MVTBlackRock Munivest Fund II, Inc.COM4,250$4.48 萬<0.1%−2,083−32.9%減碼歷史
WYWeyerhaeuser CoCOM NEW1,589$4.47 萬<0.1%+108+7.3%加碼歷史
iShares Tr46429B333GNMA BOND ETF1,040$4.46 萬<0.1%+21+2.1%加碼–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$4.46 萬<0.1%+500+1,351.4%加碼歷史
INGRIngredion IncCOM323$4.45 萬<0.1%+79+32.4%加碼歷史
PEOAdams Natural Resources Fund, Inc.COM2,038$4.43 萬<0.1%00.0%不變歷史
WPPWPP plcADR861$4.43 萬<0.1%−315−26.8%減碼歷史
XYZBlock, Inc.CL A520$4.42 萬<0.1%+98+23.2%加碼歷史
Vanguard Financials ETF92204A405ETF372$4.39 萬<0.1%+19+5.4%加碼–
PEverpure, Inc.CL A713$4.38 萬<0.1%+436+157.4%加碼歷史
MODModine Manufacturing CoCOM377$4.37 萬<0.1%−30−7.4%減碼歷史
SLGSL Green Realty CorpCOM642$4.36 萬<0.1%−42−6.1%減碼歷史
iShares Tr46434V803HDG MSCI EAFE1,254$4.36 萬<0.1%−623−33.2%減碼–
OGSONE Gas, Inc.COM628$4.35 萬<0.1%+47+8.1%加碼歷史
CMCCommercial Metals CoStock876$4.34 萬<0.1%+126+16.8%加碼歷史
BNLBroadstone Net Lease, Inc.COM2,735$4.34 萬<0.1%+1,592+139.3%加碼歷史
WisdomTree Tr97717W422INDIA ERNGS FD956$4.33 萬<0.1%+956新進–
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS1,458$4.29 萬<0.1%00.0%不變–
MMacy's, Inc.COM2,533$4.29 萬<0.1%−256−9.2%減碼歷史
BRDGBridge Investment Group Holdings Inc.COM CL A5,097$4.28 萬<0.1%+10+0.2%加碼歷史
BLEBlackRock Municipal Income Trust IICOM4,054$4.26 萬<0.1%00.0%不變歷史
AGOAssured Guaranty LtdCOM471$4.24 萬<0.1%+149+46.3%加碼歷史
YUMCYum China Holdings, Inc.COM878$4.23 萬<0.1%+324+58.5%加碼歷史
HOLXHologic IncCOM586$4.22 萬<0.1%+260+79.8%加碼歷史
JNPRJuniper Networks IncCOM1,123$4.21 萬<0.1%+363+47.8%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM538$4.20 萬<0.1%+7+1.3%加碼歷史
UTHRUnited Therapeutics CorpCOM119$4.20 萬<0.1%+27+29.3%加碼歷史
LVSLas Vegas Sands CorpCOM814$4.18 萬<0.1%−71−8.0%減碼歷史
KNKnowles CorpCOM2,095$4.18 萬<0.1%+669+46.9%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM634$4.17 萬<0.1%+531+515.5%加碼歷史
LABStandard Biotools Inc.COM23,811$4.17 萬<0.1%+110.0%加碼歷史
NGVTIngevity CorpCOM1,021$4.16 萬<0.1%+7+0.7%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR954$4.16 萬<0.1%+236+32.9%加碼歷史
CHRDChord Energy CorpCOM NEW352$4.12 萬<0.1%−59−14.4%減碼歷史
TSTenaris SASPONSORED ADS1,084$4.10 萬<0.1%+478+78.9%加碼歷史
NVRNVR IncCOM5$4.09 萬<0.1%+3+150.0%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF520$4.09 萬<0.1%+180+52.9%加碼–
GLGlobe Life Inc.COM365$4.07 萬<0.1%+90+32.7%加碼歷史
FOXFox CorpCL B COM889$4.07 萬<0.1%−55−5.8%減碼歷史
EXASExact Sciences CorpCOM721$4.05 萬<0.1%+46+6.8%加碼歷史
FCFSFirstCash Holdings, Inc.COM391$4.05 萬<0.1%−17−4.2%減碼歷史
iShares Tr46436E601ESG MSCI EM LDRS892$4.05 萬<0.1%00.0%不變–
iShares Russell Top 200 Growth ETF464289438ETF172$4.05 萬<0.1%+127+282.2%加碼–
iShares Tr46428865310-20 YR TRS ETF405$4.03 萬<0.1%−66−14.0%減碼–
ARK Next Generation Technology ETF00214Q401ETF373$4.03 萬<0.1%+349+1,454.2%加碼–
STMSTMicroelectronics N.V.NY REGISTRY1,611$4.02 萬<0.1%+402+33.3%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.02 萬<0.1%00.0%不變歷史
KMPRKEMPER CorpCOM600$3.99 萬<0.1%+352+141.9%加碼歷史
ESEEsco Technologies IncCOM299$3.98 萬<0.1%+7+2.4%加碼歷史
MPTMedical Properties Trust IncCOM10,079$3.98 萬<0.1%+1,981+24.5%加碼歷史
iShares Tr46432F388MSCI USA VALUE374$3.95 萬<0.1%+2+0.5%加碼–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,008$3.94 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$3.93 萬<0.1%00.0%不變–
BRZEBraze, Inc.Stock939$3.93 萬<0.1%+928+8,436.4%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD820$3.92 萬<0.1%+85+11.6%加碼歷史
FTSFortis Inc.COM940$3.91 萬<0.1%+15+1.6%加碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE1,223$3.91 萬<0.1%+607+98.5%加碼–
HWCHancock Whitney CorpCOM713$3.90 萬<0.1%+17+2.4%加碼歷史
GENGen Digital Inc.Stock1,423$3.90 萬<0.1%+651+84.3%加碼歷史
KDKyndryl Holdings, Inc.Stock1,124$3.89 萬<0.1%+297+35.9%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.89 萬<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