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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
BILLBILL Holdings, Inc.Stock303$2.57 萬<0.1%+82+37.1%加碼歷史
CNHCNH Industrial N.V.SHS2,239$2.54 萬<0.1%+499+28.7%加碼歷史
iShares Tr46435G102CONV BD ETF298$2.53 萬<0.1%−140−32.0%減碼–
Global X FDS37954Y657US PFD ETF1,297$2.53 萬<0.1%−27−2.0%減碼–
UIUbiquiti Inc.COM76$2.52 萬<0.1%+15+24.6%加碼歷史
APLSApellis Pharmaceuticals, Inc.COM786$2.51 萬<0.1%+758+2,707.1%加碼歷史
ELMEElme CommunitiesSH BEN INT1,638$2.50 萬<0.1%−194−10.6%減碼歷史
GFFGriffon CorpCOM350$2.49 萬<0.1%+29+9.0%加碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK1,086$2.48 萬<0.1%+262+31.8%加碼歷史
ESSEssex Property Trust, Inc.COM87$2.47 萬<0.1%+19+27.9%加碼歷史
WINGWingstop Inc.COM87$2.47 萬<0.1%+73+521.4%加碼歷史
AVTRAvantor, Inc.COM1,172$2.47 萬<0.1%−707−37.6%減碼歷史
AOSSmith A O CorpCOM361$2.46 萬<0.1%+99+37.8%加碼歷史
GLNGGolar LNG LtdSHS581$2.46 萬<0.1%−96−14.2%減碼歷史
MTRXMatrix Service CoCOM2,049$2.45 萬<0.1%+49+2.5%加碼歷史
MTZMastec IncCOM180$2.45 萬<0.1%+116+181.3%加碼歷史
GDDYGoDaddy Inc.CL A124$2.45 萬<0.1%+40+47.6%加碼歷史
BKUBankUnited, Inc.COM640$2.44 萬<0.1%+100+18.5%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP312$2.43 萬<0.1%−186−37.3%減碼歷史
ADCAgree Realty CorpCOM345$2.43 萬<0.1%+92+36.4%加碼歷史
ALBAlbemarle CorpStock282$2.43 萬<0.1%−542−65.8%減碼歷史
UCBUnited Community Banks IncCOM752$2.43 萬<0.1%−51−6.4%減碼歷史
Flexshares Tr33939L779DISCP DUR MBS1,200$2.43 萬<0.1%−1−0.1%減碼–
SPDR Series Trust78464A664ST LON TREAS ETF926$2.42 萬<0.1%+95+11.4%加碼–
WHRWhirlpool CorpStock210$2.40 萬<0.1%+112+114.3%加碼歷史
CHWCalamos Global Dynamic Income FundCOM3,559$2.40 萬<0.1%−964−21.3%減碼歷史
REYNReynolds Consumer Products Inc.COM888$2.40 萬<0.1%+393+79.4%加碼歷史
HTHTH World Group LtdSPONSORED ADS722$2.38 萬<0.1%+194+36.7%加碼歷史
SIGISelective Insurance Group IncCOM254$2.38 萬<0.1%+4+1.6%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF246$2.35 萬<0.1%+5+2.1%加碼–
VACMarriott Vacations Worldwide CorpCOM261$2.34 萬<0.1%+198+314.3%加碼歷史
ABCBAmeris BancorpCOM374$2.34 萬<0.1%−73−16.3%減碼歷史
MKSIMKS IncCOM224$2.34 萬<0.1%+117+109.3%加碼歷史
FTDRFrontdoor, Inc.COM427$2.33 萬<0.1%+163+61.7%加碼歷史
WTRGEssential Utilities, Inc.COM642$2.33 萬<0.1%+304+89.9%加碼歷史
ARLPAlliance Resource Partners LPStock886$2.33 萬<0.1%+23+2.7%加碼歷史
HEI.AHeico CorpCL A125$2.33 萬<0.1%+40+47.1%加碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ532$2.33 萬<0.1%00.0%不變–
GATXGatx CorpCOM150$2.32 萬<0.1%+1+0.7%加碼歷史
FHIFederated Hermes, Inc.CL B564$2.32 萬<0.1%+209+58.9%加碼歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$2.32 萬<0.1%+1,188新進–
GRFSGrifols SASP ADR REP B NVT3,112$2.32 萬<0.1%+682+28.1%加碼歷史
BOKFBok Financial CorpCOM NEW217$2.31 萬<0.1%+150+223.9%加碼歷史
IDCCInterDigital, Inc.COM119$2.31 萬<0.1%+38+46.9%加碼歷史
HUBGHub Group, Inc.CL A517$2.30 萬<0.1%+46+9.8%加碼歷史
KEYKeycorpCOM1,342$2.30 萬<0.1%+152+12.8%加碼歷史
LEGNLegend Biotech CorpSPONSORED ADS707$2.30 萬<0.1%+499+239.9%加碼歷史
TFXTeleflex IncCOM129$2.30 萬<0.1%+52+67.5%加碼歷史
EXPEagle Materials IncCOM93$2.29 萬<0.1%+13+16.3%加碼歷史
NVMINova Ltd.COM116$2.28 萬<0.1%+78+205.3%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$2.27 萬<0.1%00.0%不變–
SNAPSnap IncStock2,109$2.27 萬<0.1%−683−24.5%減碼歷史
ALTRAltair Engineering Inc.COM CL A208$2.27 萬<0.1%+5+2.5%加碼歷史
MANManpowerGroup Inc.COM393$2.27 萬<0.1%+217+123.3%加碼歷史
PBProsperity Bancshares IncCOM300$2.26 萬<0.1%+46+18.1%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.26 萬<0.1%00.0%不變歷史
ETSYEtsy IncCOM427$2.26 萬<0.1%−238−35.8%減碼歷史
FTREFortrea Holdings Inc.COMMON STOCK1,206$2.25 萬<0.1%−169−12.3%減碼歷史
NTESNetEase, Inc.SPONSORED ADS252$2.25 萬<0.1%−86−25.4%減碼歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT339$2.24 萬<0.1%+339新進–
XRAYDentsply Sirona Inc.Stock1,180$2.24 萬<0.1%+1,056+851.6%加碼歷史
DUOLDuolingo, Inc.CL A COM69$2.24 萬<0.1%+40+137.9%加碼歷史
MDUMdu Resources Group IncStock1,239$2.23 萬<0.1%+149+13.7%加碼歷史
CFLTConfluent, Inc.CLASS A COM797$2.23 萬<0.1%+515+182.6%加碼歷史
WNSWNS (Holdings) LtdCOM SHS468$2.22 萬<0.1%−182−28.0%減碼歷史
BRCBrady CorpCL A300$2.22 萬<0.1%+37+14.1%加碼歷史
BHFBrighthouse Financial, Inc.COM461$2.21 萬<0.1%+218+89.7%加碼歷史
LAKELakeland Industries IncCOM863$2.21 萬<0.1%+863新進歷史
SPDR Series Trust78468R804ST STR R1K LOWV133$2.20 萬<0.1%+133新進–
Motley Fool Small-Cap Growth ETF74933W874ETF620$2.19 萬<0.1%+620新進–
GOGrocery Outlet Holding Corp.COM1,405$2.19 萬<0.1%+1,304+1,291.1%加碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.19 萬<0.1%+20+4.1%加碼–
WEXWEX Inc.COM125$2.19 萬<0.1%+110+733.3%加碼歷史
GNWGenworth Financial IncCOM SHS3,133$2.19 萬<0.1%+244+8.4%加碼歷史
LYFTLyft, Inc.CL A COM1,697$2.19 萬<0.1%+1,697新進歷史
JOBYJoby Aviation, Inc.COMMON STOCK2,692$2.19 萬<0.1%+127+5.0%加碼歷史
INSMINSMED IncCOM PAR $.01317$2.19 萬<0.1%+55+21.0%加碼歷史
Global X FDS37954Y343GLBL X MLP ETF442$2.18 萬<0.1%+442新進–
NHCNational Healthcare CorpCOM203$2.18 萬<0.1%+93+84.5%加碼歷史
HOPEHope Bancorp IncCOM1,775$2.18 萬<0.1%−491−21.7%減碼歷史
CVECenovus Energy Inc.COM1,438$2.18 萬<0.1%−58−3.9%減碼歷史
NEUNewmarket CorpCOM41$2.17 萬<0.1%+22+115.8%加碼歷史
EMNEastman Chemical CoStock236$2.16 萬<0.1%+22+10.3%加碼歷史
GMEDGlobus Medical IncStock260$2.15 萬<0.1%+82+46.1%加碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM226$2.15 萬<0.1%+226新進–
MEOHMethanex CorpCOM429$2.14 萬<0.1%−167−28.0%減碼歷史
DBX ETF Tr233051432XTRACK USD HIGH592$2.14 萬<0.1%+29+5.2%加碼–
CAKECheesecake Factory IncCOM449$2.13 萬<0.1%+249+124.5%加碼歷史
LXFRLuxfer Holdings PLCSHS1,626$2.13 萬<0.1%−379−18.9%減碼歷史
NICENICE Ltd.SPONSORED ADR125$2.12 萬<0.1%+29+30.2%加碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,924$2.12 萬<0.1%+49+1.7%加碼歷史
ALSumisho Air Lease CorpCL A438$2.11 萬<0.1%+9+2.1%加碼歷史
AAPAdvance Auto Parts IncCOM446$2.11 萬<0.1%+388+669.0%加碼歷史
VIKViking Holdings LtdORD SHS478$2.11 萬<0.1%+413+635.4%加碼歷史
GBXGreenbrier Companies IncStock345$2.10 萬<0.1%+6+1.8%加碼歷史
IXOrix CorpSPONSORED ADR198$2.10 萬<0.1%−409−67.4%減碼歷史
SKTTanger Inc.COM615$2.10 萬<0.1%00.0%不變歷史
OCOwens CorningStock123$2.10 萬<0.1%+7+6.0%加碼歷史
ACHCAcadia Healthcare Company, Inc.COM528$2.09 萬<0.1%+515+3,961.5%加碼歷史
AGMFederal Agricultural Mortgage CorpCL C106$2.09 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