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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
QGENQiagen N.V.Stock871$3.88 萬<0.1%+526+152.5%加碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,197$3.87 萬<0.1%+6+0.5%加碼–
Dimensional ETF Trust25434V583GLOB CO PLUS ETF732$3.87 萬<0.1%+732新進–
MNSOMINISO Group Holding LtdSPONSORED ADS1,618$3.87 萬<0.1%+734+83.0%加碼歷史
PODDInsulet CorpStock148$3.86 萬<0.1%+21+16.5%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,505$3.85 萬<0.1%+6+0.4%加碼–
SJMJ M SMUCKER CoStock349$3.84 萬<0.1%+85+32.2%加碼歷史
EQNREquinor ASASPONSORED ADR1,615$3.83 萬<0.1%−317−16.4%減碼歷史
DPZDominos Pizza IncCOM91$3.82 萬<0.1%+26+40.0%加碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN690$3.79 萬<0.1%+669+3,185.7%加碼–
AEMAgnico Eagle Mines LtdStock484$3.79 萬<0.1%+76+18.6%加碼歷史
ESNTEssent Group Ltd.COM695$3.78 萬<0.1%+165+31.1%加碼歷史
PATHUiPath, Inc.Stock2,974$3.78 萬<0.1%+1,742+141.4%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.78 萬<0.1%00.0%不變歷史
YETIYETI Holdings, Inc.COM978$3.77 萬<0.1%+21+2.2%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,019$3.76 萬<0.1%00.0%不變–
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$3.76 萬<0.1%00.0%不變歷史
XMTRXometry, Inc.CLASS A COM880$3.75 萬<0.1%−291−24.9%減碼歷史
ABGAsbury Automotive Group IncCOM154$3.74 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM516$3.73 萬<0.1%+47+10.0%加碼歷史
LNCLincoln National CorpCOM1,177$3.73 萬<0.1%−228−16.2%減碼歷史
CNACna Financial CorpCOM771$3.73 萬<0.1%+670+663.4%加碼歷史
FSLRFirst Solar, Inc.Stock211$3.72 萬<0.1%−174−45.2%減碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP12,099$3.71 萬<0.1%−8,524−41.3%減碼歷史
MASIMasimo CorpCOM224$3.70 萬<0.1%+64+40.0%加碼歷史
DOVDOVER CorpCOM197$3.70 萬<0.1%+87+79.1%加碼歷史
GAPGap IncCOM1,564$3.70 萬<0.1%+496+46.4%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF548$3.68 萬<0.1%+548新進–
NOKNokia CorpSPONSORED ADR8,294$3.67 萬<0.1%+243+3.0%加碼歷史
MLMMartin Marietta Materials IncCOM71$3.67 萬<0.1%+34+91.9%加碼歷史
MANUManchester United plcORD CL A2,109$3.66 萬<0.1%+1,188+129.0%加碼歷史
AWKAmerican Water Works Company, Inc.Stock293$3.65 萬<0.1%+103+54.2%加碼歷史
FMCFMC CorpCOM NEW746$3.63 萬<0.1%+511+217.4%加碼歷史
AKAMAkamai Technologies IncCOM379$3.63 萬<0.1%+86+29.4%加碼歷史
MOG.AMoog Inc.CL A184$3.62 萬<0.1%+1+0.5%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF665$3.61 萬<0.1%00.0%不變–
SKXSkechers USA IncCL A536$3.60 萬<0.1%+11+2.1%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,100$3.57 萬<0.1%−33−1.1%減碼–
OROR Royalties Inc.COM1,972$3.57 萬<0.1%−376−16.0%減碼歷史
RIVNRivian Automotive, Inc.Stock2,683$3.57 萬<0.1%+61+2.3%加碼歷史
LNWOLight & Wonder, Inc.COM413$3.57 萬<0.1%+4+1.0%加碼歷史
SPXCSPX Technologies, Inc.COM245$3.57 萬<0.1%−15−5.8%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF830$3.56 萬<0.1%−635−43.3%減碼–
OKTAOkta, Inc.CL A450$3.55 萬<0.1%+26+6.1%加碼歷史
GRCGorman Rupp CoCOM932$3.53 萬<0.1%−1,264−57.6%減碼歷史
LSTRLandstar System IncCOM205$3.52 萬<0.1%−11−5.1%減碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS650$3.52 萬<0.1%+3+0.5%加碼歷史
Innovator ETFs Tr45782C128GROWTH ACCELRTD1,201$3.52 萬<0.1%+1,201新進–
SEESealed Air CorpCOM1,038$3.51 萬<0.1%−526−33.6%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK1,787$3.51 萬<0.1%+1,358+316.6%加碼歷史
IPGInterpublic Group of Companies, Inc.COM1,244$3.49 萬<0.1%−325−20.7%減碼歷史
SLVMSylvamo CorpCOMMON STOCK441$3.48 萬<0.1%+125+39.6%加碼歷史
NOVNOV Inc.COM2,385$3.48 萬<0.1%+512+27.3%加碼歷史
TNLTravel & Leisure Co.COM686$3.46 萬<0.1%+105+18.1%加碼歷史
TSEMTower Semiconductor LtdSHS NEW669$3.45 萬<0.1%+64+10.6%加碼歷史
FIXComfort Systems USA IncCOM81$3.43 萬<0.1%+77+1,925.0%加碼歷史
ULSUL Solutions Inc.CLASS A COM SHS688$3.43 萬<0.1%−5−0.7%減碼歷史
ESLTElbit Systems LtdStock133$3.43 萬<0.1%+20+17.7%加碼歷史
TPLTexas Pacific Land CorpStock31$3.43 萬<0.1%+5+19.2%加碼歷史
ATOAtmos Energy CorpCOM245$3.42 萬<0.1%+103+72.5%加碼歷史
PRIPrimerica, Inc.Stock126$3.42 萬<0.1%+71+129.1%加碼歷史
ALEAllete IncCOM NEW527$3.42 萬<0.1%+124+30.8%加碼歷史
ACAArcosa, Inc.COM352$3.41 萬<0.1%−58−14.1%減碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF693$3.38 萬<0.1%+683+6,830.0%加碼–
NWLNewell Brands Inc.Stock3,389$3.38 萬<0.1%+157+4.9%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.37 萬<0.1%00.0%不變–
Schwab Fundamental U.S. Small Company ETF808524763ETF1,130$3.36 萬<0.1%00.0%不變依 2 比 1 拆股換算–
KFYKorn FerryCOM NEW494$3.33 萬<0.1%+111+29.0%加碼歷史
KOPNKopin CorpCOM24,452$3.33 萬<0.1%+1,952+8.7%加碼歷史
TPHTri Pointe Homes, Inc.COM917$3.33 萬<0.1%+48+5.5%加碼歷史
TXRHTexas Roadhouse, Inc.COM184$3.32 萬<0.1%+41+28.7%加碼歷史
HTZHertz Global Holdings, IncCOM NEW9,051$3.31 萬<0.1%+3,437+61.2%加碼歷史
BEKEKE Holdings Inc.SPONSORED ADS1,793$3.30 萬<0.1%+10+0.6%加碼歷史
THGHanover Insurance Group, Inc.COM213$3.29 萬<0.1%+102+91.9%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR1,992$3.28 萬<0.1%+662+49.8%加碼歷史
DINOHF Sinclair CorpCOM934$3.27 萬<0.1%+327+53.9%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW1,285$3.25 萬<0.1%+878+215.7%加碼歷史
MDBMongoDB, Inc.CL A139$3.24 萬<0.1%−11−7.3%減碼歷史
ACGLArch Capital Group Ltd.Stock350$3.24 萬<0.1%+101+40.6%加碼歷史
RDNRadian Group IncCOM1,020$3.24 萬<0.1%+35+3.6%加碼歷史
FOXAFox CorpCL A COM665$3.23 萬<0.1%−145−17.9%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW1,314$3.23 萬<0.1%−1,348−50.6%減碼歷史
USFDUS Foods Holding Corp.COM477$3.22 萬<0.1%+178+59.5%加碼歷史
TGNATegna IncCOM1,757$3.21 萬<0.1%+115+7.0%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR1,042$3.21 萬<0.1%−292−21.9%減碼歷史
PLYAPlaya Hotels & Resorts N.V.SHS2,533$3.20 萬<0.1%+33+1.3%加碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE576$3.19 萬<0.1%+570+9,500.0%加碼–
PHMPultegroup IncCOM292$3.18 萬<0.1%+47+19.2%加碼歷史
UFPIUfp Industries IncCOM281$3.17 萬<0.1%−46−14.1%減碼歷史
RLRalph Lauren CorpCL A137$3.16 萬<0.1%+127+1,270.0%加碼歷史
FCPTFour Corners Property Trust, Inc.COM1,166$3.16 萬<0.1%+817+234.1%加碼歷史
XYLXylem Inc.COM272$3.16 萬<0.1%+28+11.5%加碼歷史
MLRMiller Industries IncCOM NEW479$3.13 萬<0.1%−24−4.8%減碼歷史
HRIHerc Holdings IncCOM165$3.12 萬<0.1%+17+11.5%加碼歷史
HBMHudbay Minerals Inc.COM3,856$3.12 萬<0.1%+573+17.5%加碼歷史
ITRIItron, Inc.COM287$3.12 萬<0.1%+24+9.1%加碼歷史
SMBKSmartfinancial Inc.COM NEW1,004$3.11 萬<0.1%+4+0.4%加碼歷史
CUZCousins Properties IncCOM NEW1,015$3.11 萬<0.1%+169+20.0%加碼歷史
XPOXPO, Inc.COM237$3.11 萬<0.1%−23−8.8%減碼歷史
TACTransalta CorpCOM2,180$3.08 萬<0.1%−887−28.9%減碼歷史

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