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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
NMIHNMI Holdings, Inc.COM838$3.08 萬<0.1%+19+2.3%加碼歷史
EEni SpASPONSORED ADR1,123$3.07 萬<0.1%−3,843−77.4%減碼歷史
NOMDNomad Foods LtdUSD ORD SHS1,830$3.07 萬<0.1%−1,532−45.6%減碼歷史
ONONOn Holding AGStock560$3.07 萬<0.1%+132+30.8%加碼歷史
Veren Inc92340V107COM NEW5,951$3.06 萬<0.1%+2,655+80.6%加碼–
CIGIColliers International Group Inc.SUB VTG SHS224$3.05 萬<0.1%−1−0.4%減碼歷史
NUVBNuvation Bio Inc.COM CL A11,424$3.04 萬<0.1%+329+3.0%加碼歷史
CPNGCoupang, Inc.CL A1,376$3.02 萬<0.1%−42−3.0%減碼歷史
PRMBPrimo Brands CorpCLASS A COM SHS982$3.02 萬<0.1%+982新進歷史
BMIBadger Meter IncCOM142$3.01 萬<0.1%+4+2.9%加碼歷史
CADECadence BancorporationEQUITY US CM874$3.01 萬<0.1%−87−9.1%減碼歷史
PEGAPegasystems IncCOM323$3.01 萬<0.1%+149+85.6%加碼歷史
DRDDrdgold LtdSPON ADR REPSTG3,483$3.01 萬<0.1%−690−16.5%減碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$3.01 萬<0.1%00.0%不變–
SMARSmartsheet IncCOM CL A536$3.00 萬<0.1%+472+737.5%加碼歷史
FCNFti Consulting, IncCOM157$3.00 萬<0.1%+33+26.6%加碼歷史
CMRECostamare Inc.SHS2,325$2.99 萬<0.1%+85+3.8%加碼歷史
CAECae IncCOM1,176$2.98 萬<0.1%+22+1.9%加碼歷史
PHIPLDT Inc.SPONSORED ADR1,345$2.98 萬<0.1%−394−22.7%減碼歷史
ProShares Bitcoin ETF74347G440ETF1,307$2.98 萬<0.1%+309+31.0%加碼–
ACHRArcher Aviation Inc.Stock3,054$2.98 萬<0.1%+54+1.8%加碼歷史
ICLICL Group Ltd.SHS6,006$2.97 萬<0.1%+960+19.0%加碼歷史
ORNOrion Group Holdings IncCOM4,052$2.97 萬<0.1%+52+1.3%加碼歷史
Barrick Gold Corp067901108COM1,916$2.97 萬<0.1%−773−28.7%減碼–
SWKStanley Black & Decker, Inc.COM370$2.97 萬<0.1%−171−31.6%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM157$2.97 萬<0.1%+131+503.8%加碼歷史
MNDYmonday.com Ltd.SHS126$2.97 萬<0.1%+12+10.5%加碼歷史
XPEVXpeng Inc.ADS2,508$2.96 萬<0.1%+898+55.8%加碼歷史
WDSWoodside Energy Group LtdADR1,900$2.96 萬<0.1%−221−10.4%減碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$2.95 萬<0.1%00.0%不變–
DAYDayforce, Inc.COM406$2.95 萬<0.1%00.0%不變歷史
EVRGEvergy, Inc.Stock479$2.95 萬<0.1%−18−3.6%減碼歷史
RDYDr Reddys Laboratories LtdADR1,863$2.94 萬<0.1%+83+4.7%加碼依 5 比 1 拆股換算歷史
GTLBGitlab Inc.CLASS A COM522$2.94 萬<0.1%+513+5,700.0%加碼歷史
ZIONZions Bancorporation, National AssociationCOM541$2.94 萬<0.1%+183+51.1%加碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.93 萬<0.1%00.0%不變–
BAHBooz Allen Hamilton Holding CorpCL A227$2.92 萬<0.1%+134+144.1%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR212$2.92 萬<0.1%−3−1.4%減碼歷史
LNTHLantheus Holdings, Inc.Stock326$2.92 萬<0.1%−7−2.1%減碼歷史
RPMRPM International IncCOM236$2.91 萬<0.1%+84+55.3%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM298$2.91 萬<0.1%+109+57.7%加碼歷史
CRICarters IncCOM531$2.88 萬<0.1%+507+2,112.5%加碼歷史
FNVFranco Nevada CorpStock244$2.87 萬<0.1%+14+6.1%加碼歷史
SCIService Corp InternationalCOM359$2.87 萬<0.1%−2−0.6%減碼歷史
JDJD.com, Inc.SPON ADS CL A826$2.86 萬<0.1%+60+7.8%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL727$2.86 萬<0.1%+557+327.6%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF1,029$2.85 萬<0.1%00.0%不變依 3 比 1 拆股換算–
TELFYTelefonica S ASPONSORED ADR7,089$2.85 萬<0.1%−1,021−12.6%減碼歷史
DNBDun & Bradstreet Holdings, Inc.COM2,281$2.84 萬<0.1%−373−14.1%減碼歷史
GHGuardant Health, Inc.COM928$2.83 萬<0.1%−203−17.9%減碼歷史
EATBrinker International, IncStock214$2.83 萬<0.1%−224−51.1%減碼歷史
CARAvis Budget Group, Inc.COM351$2.83 萬<0.1%+1+0.3%加碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$2.82 萬<0.1%00.0%不變歷史
GDSGDS Holdings LtdSPONSORED ADS1,186$2.82 萬<0.1%+20+1.7%加碼歷史
VLGEAVillage Super Market IncCL A NEW883$2.82 萬<0.1%+147+20.0%加碼歷史
RGTIRigetti Computing, Inc.COMMON STOCK1,845$2.82 萬<0.1%+1,845新進歷史
SKYWSkywest IncCOM280$2.80 萬<0.1%−22−7.3%減碼歷史
RDDTReddit, Inc.Stock171$2.79 萬<0.1%+171新進歷史
SAMBoston Beer Co IncCL A93$2.79 萬<0.1%+89+2,225.0%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.79 萬<0.1%00.0%不變歷史
AFGAmerican Financial Group IncCOM203$2.78 萬<0.1%+26+14.7%加碼歷史
HRLHormel Foods CorpCOM886$2.78 萬<0.1%+99+12.6%加碼歷史
MRCYMercury Systems IncCOM660$2.77 萬<0.1%+14+2.2%加碼歷史
MTDRMatador Resources CoCOM492$2.77 萬<0.1%+256+108.5%加碼歷史
RVTRoyce Small-Cap Trust, Inc.COM1,750$2.77 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189H607OIL SERVICES ETF102$2.76 萬<0.1%+40+64.5%加碼–
MKLMarkel Group Inc.COM16$2.76 萬<0.1%−31−66.0%減碼歷史
Innovator ETFs Trust45782C342US SML CP PWR ET843$2.76 萬<0.1%+843新進–
MCYMercury General CorpCOM414$2.75 萬<0.1%+129+45.3%加碼歷史
MATMattel IncCOM1,543$2.74 萬<0.1%+926+150.1%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A681$2.72 萬<0.1%−1,982−74.4%減碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B749$2.72 萬<0.1%−33−4.2%減碼歷史
WALWestern Alliance BancorporationCOM325$2.72 萬<0.1%+4+1.2%加碼歷史
ROKURoku, IncCOM CL A365$2.71 萬<0.1%−280−43.4%減碼歷史
JEFJefferies Financial Group Inc.COM346$2.71 萬<0.1%+92+36.2%加碼歷史
AUAngloGold Ashanti PLCCOM SHS1,174$2.71 萬<0.1%+796+210.6%加碼歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$2.71 萬<0.1%00.0%不變–
APAMArtisan Partners Asset Management Inc.CL A628$2.70 萬<0.1%+330+110.7%加碼歷史
RNRRenaissancere Holdings LtdCOM108$2.69 萬<0.1%+32+42.1%加碼歷史
QRVOQorvo, Inc.Stock382$2.67 萬<0.1%+79+26.1%加碼歷史
CALMCal-Maine Foods IncCOM NEW259$2.67 萬<0.1%+50+23.9%加碼歷史
EPAMEPAM Systems, Inc.COM114$2.67 萬<0.1%+54+90.0%加碼歷史
STRAStrategic Education, Inc.COM283$2.64 萬<0.1%+46+19.4%加碼歷史
CVSACovista Inc.COM291$2.64 萬<0.1%−92−24.0%減碼歷史
RCIRogers Communications IncCL B859$2.64 萬<0.1%+252+41.5%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.64 萬<0.1%00.0%不變歷史
GMABGenmab A/SSPONSORED ADS1,257$2.62 萬<0.1%+939+295.3%加碼歷史
DOXAmdocs LtdSHS308$2.62 萬<0.1%−18−5.5%減碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US379$2.62 萬<0.1%+2+0.5%加碼–
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.62 萬<0.1%00.0%不變–
ESABESAB CorpCOM218$2.61 萬<0.1%+90+70.3%加碼歷史
DBXDropbox, Inc.CL A865$2.60 萬<0.1%+424+96.1%加碼歷史
SNEXStoneX Group Inc.COM265$2.60 萬<0.1%−47−15.1%減碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.60 萬<0.1%00.0%不變歷史
CNRCore Natural Resources, Inc.COM SHS243$2.59 萬<0.1%+243新進歷史
LNTAlliant Energy CorpStock438$2.59 萬<0.1%+99+29.2%加碼歷史
PHINPhinia Inc.COMMON STOCK537$2.59 萬<0.1%−1−0.2%減碼歷史
RELYRemitly Global, Inc.COM1,146$2.59 萬<0.1%−1,587−58.1%減碼歷史
WCCWesco International IncCOM142$2.57 萬<0.1%−1−0.7%減碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ479$2.57 萬<0.1%+2+0.4%加碼–

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