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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
OLNOLIN CorpStock618$2.09 萬<0.1%−95−13.3%減碼歷史
Strategy Shs86280R811EVEN HIGH DI ETF837$2.07 萬<0.1%+837新進–
MGEEMge Energy IncCOM220$2.07 萬<0.1%+13+6.3%加碼歷史
SEI Exchange Traded Funds81589A205QIM US LARGE CAP534$2.06 萬<0.1%+1+0.2%加碼–
NOVTNovanta IncCOM135$2.06 萬<0.1%+85+170.0%加碼歷史
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.06 萬<0.1%00.0%不變–
AMGAffiliated Managers Group, Inc.Stock111$2.05 萬<0.1%+13+13.3%加碼歷史
LBRTLiberty Energy Inc.COM CL A1,032$2.05 萬<0.1%+307+42.3%加碼歷史
Golden Ocean Group LtdG39637205SHS NEW2,287$2.05 萬<0.1%−647−22.1%減碼–
TMETencent Music Entertainment GroupSPON ADS1,804$2.05 萬<0.1%+358+24.8%加碼歷史
MCWMister Car Wash, Inc.COM2,805$2.04 萬<0.1%−276−9.0%減碼歷史
AXTAAxalta Coating Systems Ltd.COM597$2.04 萬<0.1%+215+56.3%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM424$2.04 萬<0.1%+94+28.5%加碼歷史
DVDoubleVerify Holdings, Inc.COM1,062$2.04 萬<0.1%+725+215.1%加碼歷史
BCEBce IncCOM NEW880$2.04 萬<0.1%−404−31.5%減碼歷史
OGEOGE Energy Corp.COM494$2.04 萬<0.1%+119+31.7%加碼歷史
GRABGrab Holdings LtdCLASS A ORD4,307$2.03 萬<0.1%+1,205+38.8%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,033$2.02 萬<0.1%−332−24.3%減碼歷史
WWDWoodward, Inc.COM121$2.01 萬<0.1%+56+86.2%加碼歷史
HCPHashiCorp, Inc.COM CL A587$2.01 萬<0.1%+151+34.6%加碼歷史
BLMNBloomin' Brands, Inc.COM1,642$2.01 萬<0.1%+531+47.8%加碼歷史
CBZCBIZ, Inc.COM244$2.00 萬<0.1%+23+10.4%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,145$1.99 萬<0.1%−181−13.7%減碼歷史
COHRCoherent Corp.COM210$1.99 萬<0.1%−21−9.1%減碼歷史
CMBTCmb.tech NVSHS2,000$1.99 萬<0.1%−1,000−33.3%減碼歷史
AWIArmstrong World Industries IncCOM140$1.98 萬<0.1%+62+79.5%加碼歷史
QDELQuidelOrtho CorpCOM443$1.97 萬<0.1%+219+97.8%加碼歷史
APOGApogee Enterprises, Inc.COM276$1.97 萬<0.1%+18+7.0%加碼歷史
LPXLouisiana-Pacific CorpCOM190$1.97 萬<0.1%+50+35.7%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR2,444$1.96 萬<0.1%−409−14.3%減碼歷史
BWABorgwarner IncCOM618$1.96 萬<0.1%+238+62.6%加碼歷史
CRTOCriteo S.A.SPONS ADS496$1.96 萬<0.1%−273−35.5%減碼歷史
CROXCrocs, Inc.COM179$1.96 萬<0.1%−16−8.2%減碼歷史
JBLUJetBlue Airways CorpCOM2,492$1.96 萬<0.1%−1,342−35.0%減碼歷史
PVHPVH Corp.COM185$1.96 萬<0.1%+121+189.1%加碼歷史
VIAVViavi Solutions Inc.COM1,936$1.96 萬<0.1%+198+11.4%加碼歷史
PAGSPagSeguro Digital Ltd.COM CL A3,120$1.95 萬<0.1%−2,596−45.4%減碼歷史
RYNRayonier IncCOM746$1.95 萬<0.1%+22+3.0%加碼歷史
ALSNAllison Transmission Holdings IncStock180$1.95 萬<0.1%+70+63.6%加碼歷史
WTMWhite Mountains Insurance Group LtdCOM10$1.95 萬<0.1%+1+11.1%加碼歷史
ASHAshland Inc.COM271$1.94 萬<0.1%+184+211.5%加碼歷史
UUnity Software Inc.COM861$1.93 萬<0.1%−52−5.7%減碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.93 萬<0.1%00.0%不變–
BGBunge Global SACOM SHS248$1.93 萬<0.1%+88+55.0%加碼歷史
LBTYALiberty Global Ltd.COM CL A1,509$1.93 萬<0.1%−184−10.9%減碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW728$1.92 萬<0.1%−2−0.3%減碼歷史
FGF&G Annuities & Life, Inc.COMMON STOCK462$1.91 萬<0.1%+22+5.0%加碼歷史
NPOEnpro Inc.COM111$1.91 萬<0.1%−1−0.9%減碼歷史
OTEXOpen Text CorpCOM674$1.91 萬<0.1%−34−4.8%減碼歷史
AVYAvery Dennison CorpCOM102$1.91 萬<0.1%+10+10.9%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,054$1.91 萬<0.1%+70+7.1%加碼歷史
IRTIndependence Realty Trust, Inc.COM961$1.91 萬<0.1%+140+17.1%加碼歷史
FYBRFrontier Communications Parent, Inc.COM549$1.91 萬<0.1%−25−4.4%減碼歷史
VALValaris LtdCL A429$1.90 萬<0.1%+98+29.6%加碼歷史
Clearway Energy, Inc.18539C105CL A772$1.89 萬<0.1%+24+3.2%加碼–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.89 萬<0.1%00.0%不變–
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.88 萬<0.1%00.0%不變–
VSXYVictoria's Secret & Co.COMMON STOCK454$1.88 萬<0.1%+70+18.2%加碼歷史
INSWInternational Seaways, Inc.COM522$1.88 萬<0.1%+503+2,647.4%加碼歷史
DACDanaos CorpSHS234$1.87 萬<0.1%+64+37.6%加碼歷史
SNNRFSunrise Communications AGADS CL A433$1.87 萬<0.1%+433新進歷史
GLBEGlobal-E Online Ltd.SHS342$1.86 萬<0.1%+100+41.3%加碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS358$1.86 萬<0.1%+218+155.7%加碼歷史
NEOGNeogen CorpCOM1,528$1.85 萬<0.1%+476+45.2%加碼歷史
ANFAbercrombie & Fitch CoCL A124$1.85 萬<0.1%+65+110.2%加碼歷史
INTAIntapp, Inc.COM289$1.85 萬<0.1%+184+175.2%加碼歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL557$1.85 萬<0.1%+3+0.5%加碼–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$1.84 萬<0.1%00.0%不變歷史
ALVOAlvotechORDINARY SHARES1,390$1.84 萬<0.1%+1,390新進歷史
Pacer FDS Tr69374H865EMRG MKT CASH946$1.84 萬<0.1%−194−17.0%減碼–
LILi Auto Inc.SPONSORED ADS765$1.84 萬<0.1%−95−11.0%減碼歷史
TRINTrinity Capital Inc.COM1,268$1.83 萬<0.1%+729+135.3%加碼歷史
AMKRAmkor Technology, Inc.COM714$1.83 萬<0.1%+515+258.8%加碼歷史
VETVermilion Energy Inc.COM1,950$1.83 萬<0.1%−518−21.0%減碼歷史
KGCKinross Gold CorpCOM1,976$1.83 萬<0.1%+765+63.2%加碼歷史
PLXSPlexus CorpCOM117$1.83 萬<0.1%−43−26.9%減碼歷史
DBX ETF Tr233051143XTRACKRS S&P 500343$1.83 萬<0.1%+343新進–
JBGSJBG Smith PropertiesCOM1,187$1.82 萬<0.1%+157+15.2%加碼歷史
WPMWheaton Precious Metals Corp.COM324$1.82 萬<0.1%+50+18.2%加碼歷史
CFFNCapitol Federal Financial, Inc.COM3,086$1.82 萬<0.1%+71+2.4%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR805$1.82 萬<0.1%−44−5.2%減碼歷史
HAYWHayward Holdings, Inc.COM1,190$1.82 萬<0.1%+748+169.2%加碼歷史
CNXCConcentrix CorpStock419$1.81 萬<0.1%+32+8.3%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD1,010$1.81 萬<0.1%+650+180.6%加碼–
NFGNational Fuel Gas CoStock298$1.81 萬<0.1%+6+2.1%加碼歷史
iShares Tr464287770U.S. FIN SVC ETF232$1.81 萬<0.1%+232新進–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$1.80 萬<0.1%−780−51.0%減碼歷史
PAGPenske Automotive Group, Inc.COM118$1.80 萬<0.1%+94+391.7%加碼歷史
DXCDXC Technology CoStock894$1.79 萬<0.1%+344+62.5%加碼歷史
TTMITTM Technologies IncCOM720$1.78 萬<0.1%−329−31.4%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,000$1.78 萬<0.1%−1,500−60.0%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM565$1.77 萬<0.1%−98−14.8%減碼歷史
iShares Tr46435G474FALN ANGLS USD658$1.76 萬<0.1%+434+193.8%加碼–
AAONAaon, Inc.COM PAR $0.004149$1.75 萬<0.1%−123−45.2%減碼歷史
LAMRLamar Advertising CoREIT144$1.75 萬<0.1%+13+9.9%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,363$1.75 萬<0.1%−243−15.1%減碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS2,320$1.75 萬<0.1%−2,926−55.8%減碼歷史
SMPStandard Motor Products, Inc.Stock565$1.75 萬<0.1%00.0%不變歷史
OZKBank OZKCOM393$1.75 萬<0.1%+221+128.5%加碼歷史
COLMColumbia Sportswear CoCOM208$1.75 萬<0.1%+91+77.8%加碼歷史

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