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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
YALAYalla Group LtdADS3,613$1.47 萬<0.1%−658−15.4%減碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.47 萬<0.1%00.0%不變歷史
ABCLAbCellera Biologics Inc.COM5,000$1.47 萬<0.1%00.0%不變歷史
FULFuller H B CoStock217$1.46 萬<0.1%−66−23.3%減碼歷史
BLKBBlackbaud IncCOM198$1.46 萬<0.1%+50+33.8%加碼歷史
VNETVNET Group, Inc.SPONSORED ADS A3,086$1.46 萬<0.1%00.0%不變歷史
OWLBlue Owl Capital Inc.COM CL A626$1.46 萬<0.1%+437+231.2%加碼歷史
HRBH&R Block IncCOM275$1.45 萬<0.1%+100+57.1%加碼歷史
HPHelmerich & Payne, Inc.COM453$1.45 萬<0.1%−214−32.1%減碼歷史
UMBFUmb Financial CorpCOM128$1.44 萬<0.1%+34+36.2%加碼歷史
PINCPremier, Inc.CL A681$1.44 萬<0.1%+134+24.5%加碼歷史
PFCPremier Financial CorpCOM563$1.44 萬<0.1%+13+2.4%加碼歷史
LINELineage, Inc.COM245$1.44 萬<0.1%+239+3,983.3%加碼歷史
PCORProcore Technologies, Inc.COM191$1.43 萬<0.1%+147+334.1%加碼歷史
SRRKScholar Rock Holding CorpCOM331$1.43 萬<0.1%+52+18.6%加碼歷史
NWNNorthwest Natural Holding CoCOM361$1.43 萬<0.1%+15+4.3%加碼歷史
CASYCaseys General Stores IncCOM36$1.43 萬<0.1%−5−12.2%減碼歷史
ADTADT Inc.COM2,057$1.42 萬<0.1%+2,003+3,709.3%加碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD7,998$1.42 萬<0.1%−1,894−19.1%減碼歷史
PRGSProgress Software CorpCOM217$1.41 萬<0.1%+71+48.6%加碼歷史
BPMCBlueprint Medicines CorpCOM162$1.41 萬<0.1%+134+478.6%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A43$1.41 萬<0.1%+10+30.3%加碼歷史
SRPTSarepta Therapeutics, Inc.COM116$1.41 萬<0.1%+78+205.3%加碼歷史
TDSTelephone & Data Systems IncCOM NEW413$1.41 萬<0.1%−171−29.3%減碼歷史
MCMoelis & CoCL A190$1.40 萬<0.1%+67+54.5%加碼歷史
FIBKFirst Interstate Bancsystem IncCOM432$1.40 萬<0.1%−5−1.1%減碼歷史
OSCROscar Health, Inc.CL A1,043$1.40 萬<0.1%+114+12.3%加碼歷史
IRDMIridium Communications Inc.COM483$1.40 萬<0.1%+235+94.8%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM522$1.40 萬<0.1%+8+1.6%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A62$1.40 萬<0.1%+18+40.9%加碼歷史
LEGLeggett & Platt IncStock1,456$1.40 萬<0.1%+622+74.6%加碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG505$1.40 萬<0.1%+56+12.5%加碼歷史
POSTPost Holdings, Inc.COM122$1.40 萬<0.1%+36+41.9%加碼歷史
Amplify Blockchain Technology ETF032108607ETF322$1.39 萬<0.1%00.0%不變–
HAFCHanmi Financial CorpCOM NEW587$1.39 萬<0.1%+218+59.1%加碼歷史
PDMPiedmont Realty Trust, Inc.COM CL A1,512$1.38 萬<0.1%−128−7.8%減碼歷史
ATRAptargroup, Inc.Stock88$1.38 萬<0.1%+22+33.3%加碼歷史
IPARInterparfums IncCOM105$1.38 萬<0.1%−31−22.8%減碼歷史
Vanguard World FD921910733ESG US STK ETF131$1.37 萬<0.1%+131新進–
RKTRocket Companies, Inc.Stock1,219$1.37 萬<0.1%+1,191+4,253.6%加碼歷史
CBUCommunity Financial System, Inc.COM222$1.37 萬<0.1%+62+38.8%加碼歷史
MTNVail Resorts IncCOM73$1.37 萬<0.1%+29+65.9%加碼歷史
ICLRIcon PLCCOM65$1.36 萬<0.1%−283−81.3%減碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US129$1.36 萬<0.1%+1+0.8%加碼–
Legg Mason ETF Invt524682200CLEARBRIDGE LRG181$1.36 萬<0.1%+181新進–
CVBFCVB Financial CorpCOM636$1.36 萬<0.1%+27+4.4%加碼歷史
CNKCinemark Holdings, Inc.COM439$1.36 萬<0.1%−380−46.4%減碼歷史
WBWEIBO CorpSPONSORED ADR1,420$1.36 萬<0.1%+389+37.7%加碼歷史
ARCHArch Resources, Inc.CL A96$1.36 萬<0.1%+47+95.9%加碼歷史
FELEFranklin Electric Co IncCOM139$1.35 萬<0.1%−47−25.3%減碼歷史
PENPenumbra IncCOM57$1.35 萬<0.1%+39+216.7%加碼歷史
WFRDWeatherford International plcORD SHS189$1.35 萬<0.1%+38+25.2%加碼歷史
SSLSasol LtdSPONSORED ADR2,947$1.34 萬<0.1%−1,210−29.1%減碼歷史
KWKennedy-Wilson Holdings, Inc.COM1,336$1.33 萬<0.1%+36+2.8%加碼歷史
HQYHealthequity, Inc.COM139$1.33 萬<0.1%+80+135.6%加碼歷史
SIISprott Inc.COM NEW316$1.33 萬<0.1%−134−29.8%減碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME416$1.33 萬<0.1%+10+2.5%加碼–
MRVIMaravai Lifesciences Holdings, Inc.COM CL A2,436$1.33 萬<0.1%+1,874+333.5%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF476$1.33 萬<0.1%−32−6.3%減碼依 4 比 1 拆股換算–
GPORGulfport Energy CorpCOMMON SHARES72$1.33 萬<0.1%+25+53.2%加碼歷史
WERNWerner Enterprises IncCOM369$1.33 萬<0.1%+182+97.3%加碼歷史
LTCLTC Properties IncREIT382$1.32 萬<0.1%+2+0.5%加碼歷史
CVICVR Energy IncCOM702$1.32 萬<0.1%+385+121.5%加碼歷史
ARMKAramarkCOM352$1.31 萬<0.1%+56+18.9%加碼歷史
ROCKGibraltar Industries, Inc.COM223$1.31 萬<0.1%+21+10.4%加碼歷史
AATAmerican Assets Trust, Inc.COM499$1.31 萬<0.1%−186−27.2%減碼歷史
UDRUDR, Inc.COM301$1.31 萬<0.1%+86+40.0%加碼歷史
CSWCSW Industrials, Inc.COM37$1.31 萬<0.1%+4+12.1%加碼歷史
PNNTPennantpark Investment CorpCOM1,842$1.30 萬<0.1%00.0%不變歷史
OSKOshkosh CorpCOM137$1.30 萬<0.1%+38+38.4%加碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR3,912$1.29 萬<0.1%+2,570+191.5%加碼歷史
BGRBlackRock Energy & Resources TrustCOM1,020$1.29 萬<0.1%00.0%不變歷史
NNINelnet IncCL A119$1.27 萬<0.1%+47+65.3%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A1,226$1.27 萬<0.1%+684+126.2%加碼歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.27 萬<0.1%00.0%不變歷史
CGNXCognex CorpCOM353$1.27 萬<0.1%+152+75.6%加碼歷史
CPKChesapeake Utilities CorpCOM104$1.26 萬<0.1%+11+11.8%加碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG433$1.26 萬<0.1%+433新進–
RESRPC IncCOM2,121$1.26 萬<0.1%+4+0.2%加碼歷史
WMGWarner Music Group Corp.COM CL A406$1.26 萬<0.1%−7−1.7%減碼歷史
BNTXBioNTech SESPONSORED ADS110$1.25 萬<0.1%00.0%不變歷史
BCBrunswick CorpCOM193$1.25 萬<0.1%+13+7.2%加碼歷史
NHINational Health Investors IncCOM180$1.25 萬<0.1%+103+133.8%加碼歷史
MGYMagnolia Oil & Gas CorpCL A533$1.25 萬<0.1%+237+80.1%加碼歷史
GTGoodyear Tire & Rubber CoCOM1,384$1.25 萬<0.1%00.0%不變歷史
ERIEErie Indemnity CoCL A30$1.24 萬<0.1%+6+25.0%加碼歷史
ELFe.l.f. Beauty, Inc.COM98$1.23 萬<0.1%+25+34.2%加碼歷史
MTArcelorMittalNY REGISTRY SH531$1.23 萬<0.1%−188−26.1%減碼歷史
NEONeogenomics IncCOM NEW745$1.23 萬<0.1%−360−32.6%減碼歷史
PACPacific Airport GroupSPON ADS B70$1.23 萬<0.1%−26−27.1%減碼歷史
MACMacerich CoCOM612$1.22 萬<0.1%+9+1.5%加碼歷史
ALTMArcadium Lithium plcStock2,376$1.22 萬<0.1%+429+22.0%加碼歷史
NXTNextpower Inc.Stock331$1.21 萬<0.1%+168+103.1%加碼歷史
TGTXTG Therapeutics, Inc.COM400$1.20 萬<0.1%+3+0.8%加碼歷史
AAAlcoa CorpStock318$1.20 萬<0.1%+46+16.9%加碼歷史
SPNTSiriusPoint LtdCOM733$1.20 萬<0.1%+82+12.6%加碼歷史
PJTPJT Partners Inc.COM CL A76$1.20 萬<0.1%+29+61.7%加碼歷史
HCCWarrior Met Coal, Inc.COM221$1.20 萬<0.1%00.0%不變歷史
CRUSCirrus Logic, Inc.Stock120$1.19 萬<0.1%+37+44.6%加碼歷史
BMBLBumble Inc.COM CL A1,462$1.19 萬<0.1%−4,776−76.6%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