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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
CNOCNO Financial Group, Inc.COM469$1.75 萬<0.1%+137+41.3%加碼歷史
TIGOMillicom International Cellular SACOM STK697$1.74 萬<0.1%−178−20.3%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR401$1.74 萬<0.1%+213+113.3%加碼歷史
NVSTEnvista Holdings CorpCOM900$1.74 萬<0.1%+45+5.3%加碼歷史
INFAInformatica Inc.COM CL A669$1.73 萬<0.1%+669新進歷史
SBRASabra Health Care REIT, Inc.REIT1,001$1.73 萬<0.1%+67+7.2%加碼歷史
ITCIIntra-Cellular Therapies, Inc.COM207$1.73 萬<0.1%+131+172.4%加碼歷史
iShares Tr464288844US OIL EQ&SV ETF870$1.72 萬<0.1%+870新進–
BAPCredicorp LtdCOM94$1.72 萬<0.1%+17+22.1%加碼歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$1.72 萬<0.1%00.0%不變–
DKSDick's Sporting Goods, Inc.Stock75$1.72 萬<0.1%+43+134.4%加碼歷史
ACIWAci Worldwide, Inc.Stock330$1.71 萬<0.1%−49−12.9%減碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$1.71 萬<0.1%00.0%不變–
PRGOPERRIGO Co plcSHS666$1.71 萬<0.1%+297+80.5%加碼歷史
MMSMaximus, Inc.COM229$1.71 萬<0.1%+81+54.7%加碼歷史
NWSNews CorpCL B560$1.70 萬<0.1%+155+38.3%加碼歷史
RGLDRoyal Gold IncStock129$1.70 萬<0.1%+54+72.0%加碼歷史
DKNGDraftKings Inc.Stock457$1.70 萬<0.1%−144−24.0%減碼歷史
ROIVRoivant Sciences Ltd.SHS1,435$1.70 萬<0.1%+369+34.6%加碼歷史
RRyder System IncCOM108$1.69 萬<0.1%+15+16.1%加碼歷史
SOHUSohu.com LtdSPONSORED ADS1,284$1.69 萬<0.1%−321−20.0%減碼歷史
EXLSExlService Holdings, Inc.COM380$1.69 萬<0.1%+157+70.4%加碼歷史
SNDRSchneider National, Inc.CL B576$1.69 萬<0.1%−15−2.5%減碼歷史
FHBFirst Hawaiian, Inc.COM648$1.68 萬<0.1%+144+28.6%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF492$1.68 萬<0.1%00.0%不變–
DOCSDoximity, Inc.CL A312$1.67 萬<0.1%+90+40.5%加碼歷史
EGHT8X8 IncCOM6,232$1.66 萬<0.1%+87+1.4%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM289$1.66 萬<0.1%−145−33.4%減碼歷史
MTHMeritage Homes CORPCOM108$1.66 萬<0.1%−84−43.8%減碼歷史
ICUIIcu Medical IncCOM107$1.66 萬<0.1%+9+9.2%加碼歷史
IRTCiRhythm Holdings, Inc.COM184$1.66 萬<0.1%−46−20.0%減碼歷史
WYNNWynn Resorts LtdCOM191$1.64 萬<0.1%−174−47.7%減碼歷史
ECHOEchoStar CORPCL A716$1.64 萬<0.1%−45−5.9%減碼歷史
HODLVanEck Bitcoin ETFSH BEN INT155$1.64 萬<0.1%+55+55.0%加碼歷史
TENTsakos Energy Navigation LtdSHS944$1.64 萬<0.1%+848+883.3%加碼歷史
IONSIonis Pharmaceuticals IncCOM468$1.64 萬<0.1%+230+96.6%加碼歷史
BECNQxo Building Products, Inc.COM161$1.64 萬<0.1%−28−14.8%減碼歷史
Tidal Trust I886364645SONICSHARES GBL584$1.63 萬<0.1%−199−25.4%減碼–
Chiron Real Estate Inc.37954A204COM NEW2,115$1.63 萬<0.1%−455−17.7%減碼–
HOUSAnywhere Real Estate Inc.COM4,928$1.63 萬<0.1%+528+12.0%加碼歷史
LADRLadder Capital CorpCL A1,453$1.63 萬<0.1%−30−2.0%減碼歷史
UNFIUnited Natural Foods IncCOM594$1.62 萬<0.1%00.0%不變歷史
MURMurphy Oil CorpCOM535$1.62 萬<0.1%+350+189.2%加碼歷史
PKPark Hotels & Resorts Inc.COM1,148$1.62 萬<0.1%+516+81.6%加碼歷史
EEFTEuronet Worldwide, Inc.COM157$1.61 萬<0.1%+44+38.9%加碼歷史
OMFOneMain Holdings, Inc.COM308$1.61 萬<0.1%+155+101.3%加碼歷史
EXKEndeavour Silver CorpCOM4,375$1.60 萬<0.1%−52−1.2%減碼歷史
ACADAcadia Pharmaceuticals IncCOM870$1.60 萬<0.1%+571+191.0%加碼歷史
LECOLincoln Electric Holdings IncCOM85$1.59 萬<0.1%+19+28.8%加碼歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I279$1.59 萬<0.1%+3+1.1%加碼–
GAINGladstone Investment CorporationdeCEF1,200$1.59 萬<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM122$1.58 萬<0.1%+54+79.4%加碼歷史
ZZillow Group, Inc.CL C CAP STK214$1.58 萬<0.1%+36+20.2%加碼歷史
TTCToro CoCOM197$1.58 萬<0.1%+160+432.4%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF145$1.57 萬<0.1%+132+1,015.4%加碼–
CRCCalifornia Resources CorpCOM STOCK303$1.57 萬<0.1%+256+544.7%加碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD456$1.57 萬<0.1%00.0%不變–
GGBGerdau S.A.SPON ADR REP PFD5,436$1.57 萬<0.1%−5,012−48.0%減碼歷史
UHSUniversal Health Services IncCL B87$1.56 萬<0.1%+16+22.5%加碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC220$1.56 萬<0.1%+220新進–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS164$1.55 萬<0.1%−25−13.2%減碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.55 萬<0.1%00.0%不變歷史
CTRECareTrust REIT, Inc.COM573$1.55 萬<0.1%+221+62.8%加碼歷史
MCSMarcus CorpCOM719$1.55 萬<0.1%+92+14.7%加碼歷史
BFHBread Financial Holdings, Inc.COM253$1.54 萬<0.1%−28−10.0%減碼歷史
QSRRestaurant Brands International Inc.COM236$1.54 萬<0.1%+78+49.4%加碼歷史
BTCGrayscale Bitcoin Mini Trust ETFETF368$1.54 萬<0.1%−400−52.1%減碼依 1 比 5 拆股換算歷史
HBIHanesbrands Inc.COM1,891$1.54 萬<0.1%−13−0.7%減碼歷史
NABLN-able, Inc.COMMON STOCK1,647$1.54 萬<0.1%+1,066+183.5%加碼歷史
KRGKite Realty Group TrustCOM NEW607$1.53 萬<0.1%+26+4.5%加碼歷史
CZRCaesars Entertainment, Inc.COM458$1.53 萬<0.1%+12+2.7%加碼歷史
ABRArbor Realty Trust IncCOM1,105$1.53 萬<0.1%−248−18.3%減碼歷史
PBIPitney Bowes IncCOM2,108$1.53 萬<0.1%+44+2.1%加碼歷史
MATXMatson, Inc.COM113$1.52 萬<0.1%+5+4.6%加碼歷史
ALABAstera Labs, Inc.Stock115$1.52 萬<0.1%+103+858.3%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF598$1.52 萬<0.1%+10+1.7%加碼–
GOLFAcushnet Holdings Corp.COM214$1.52 萬<0.1%−28−11.6%減碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,754$1.52 萬<0.1%−334−16.0%減碼歷史
SMPLSimply Good Foods CoCOM390$1.52 萬<0.1%−53−12.0%減碼歷史
iShares Inc464286608MSCI EURZONE ETF322$1.52 萬<0.1%+1+0.3%加碼–
BTUPeabody Energy CorpCOM723$1.51 萬<0.1%+546+308.5%加碼歷史
MIRMMirum Pharmaceuticals, Inc.COM365$1.51 萬<0.1%00.0%不變歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.51 萬<0.1%+1,350新進歷史
AXSMAxsome Therapeutics, Inc.COM178$1.51 萬<0.1%+58+48.3%加碼歷史
RRXRegal Rexnord CorpCOM97$1.50 萬<0.1%+8+9.0%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF514$1.50 萬<0.1%−798−60.8%減碼–
ENREnergizer Holdings, Inc.COM430$1.50 萬<0.1%+81+23.2%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF769$1.50 萬<0.1%00.0%不變–
CACICACI International IncCL A37$1.49 萬<0.1%+20+117.6%加碼歷史
CWTCalifornia Water Service GroupCOM329$1.49 萬<0.1%+254+338.7%加碼歷史
CWKCushman & Wakefield Ltd.SHS1,138$1.49 萬<0.1%+118+11.6%加碼歷史
GFLGFL Environmental Inc.SUB VTG SHS334$1.49 萬<0.1%+47+16.4%加碼歷史
BCHBank of ChileSPONSORED ADS655$1.49 萬<0.1%+195+42.4%加碼歷史
LFUSLittelfuse IncCOM63$1.48 萬<0.1%00.0%不變歷史
DLBDolby Laboratories, Inc.COM CL A190$1.48 萬<0.1%+11+6.1%加碼歷史
ATMUAtmus Filtration Technologies Inc.COM378$1.48 萬<0.1%+96+34.0%加碼歷史
AKRAcadia Realty TrustCOM SH BEN INT612$1.48 萬<0.1%+52+9.3%加碼歷史
BENFranklin Templeton IncCOM728$1.48 萬<0.1%+197+37.1%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.47 萬<0.1%00.0%不變歷史
XPXP Inc.CL A1,239$1.47 萬<0.1%−484−28.1%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