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Livermore
Livermore
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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
HSTHost Hotels & Resorts, Inc.COM674$1.18 萬<0.1%+49+7.8%加碼歷史
RVLVRevolve Group, Inc.CL A352$1.18 萬<0.1%−26−6.9%減碼歷史
MGAMagna International IncCOM281$1.17 萬<0.1%+14+5.2%加碼歷史
BDCBelden Inc.COM104$1.17 萬<0.1%+8+8.3%加碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock425$1.17 萬<0.1%00.0%不變–
WFGWest Fraser Timber Co., LtdCOM135$1.17 萬<0.1%−25−15.6%減碼歷史
FSSFederal Signal CorpCOM126$1.17 萬<0.1%+14+12.5%加碼歷史
HIHillenbrand, Inc.COM378$1.16 萬<0.1%+244+182.1%加碼歷史
JJSFJ&J Snack Foods CorpCOM75$1.16 萬<0.1%−5−6.3%減碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B813$1.16 萬<0.1%−39−4.6%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.16 萬<0.1%00.0%不變–
PATKPatrick Industries IncCOM139$1.15 萬<0.1%+46+49.5%加碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.15 萬<0.1%00.0%不變–
DCOMDime Commercial Bancshares, Inc.COM374$1.15 萬<0.1%+16+4.5%加碼歷史
LUMNLumen Technologies, Inc.Stock2,160$1.15 萬<0.1%−3,350−60.8%減碼歷史
FRPTFreshpet, Inc.Stock77$1.14 萬<0.1%+19+32.8%加碼歷史
ARCBArcbest CorpCOM122$1.14 萬<0.1%−32−20.8%減碼歷史
HHHHoward Hughes Holdings Inc.COM148$1.14 萬<0.1%+88+146.7%加碼歷史
VMIValmont Industries IncCOM37$1.14 萬<0.1%+3+8.8%加碼歷史
HPKHighPeak Energy, Inc.COM772$1.13 萬<0.1%+762+7,620.0%加碼歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT3,000$1.13 萬<0.1%00.0%不變歷史
VOYAVoya Financial, Inc.COM164$1.13 萬<0.1%+107+187.7%加碼歷史
FBPFirst BancorpCOM NEW607$1.13 萬<0.1%−385−38.8%減碼歷史
DTDynatrace, Inc.Stock207$1.13 萬<0.1%+118+132.6%加碼歷史
FOLDAmicus Therapeutics, Inc.COM1,194$1.12 萬<0.1%+595+99.3%加碼歷史
FAFFirst American Financial CorpStock180$1.12 萬<0.1%+117+185.7%加碼歷史
DGICADonegal Group IncCL A726$1.12 萬<0.1%+80+12.4%加碼歷史
WTFCWintrust Financial CorpCOM90$1.12 萬<0.1%+17+23.3%加碼歷史
OFGOfg BancorpCOM265$1.12 萬<0.1%+15+6.0%加碼歷史
IMAXImax CorpCOM436$1.12 萬<0.1%+36+9.0%加碼歷史
ADUSAddus HomeCare CorpCOM89$1.12 萬<0.1%+4+4.7%加碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR206$1.11 萬<0.1%+3+1.5%加碼歷史
ALITAlight, Inc. / DelawareCOM CL A1,608$1.11 萬<0.1%+1,069+198.3%加碼歷史
XUnited States Steel CorpCOM326$1.11 萬<0.1%−23−6.6%減碼歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR470$1.11 萬<0.1%+3+0.6%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM4,195$1.10 萬<0.1%+151+3.7%加碼歷史
TRUTransUnionCOM119$1.10 萬<0.1%+46+63.0%加碼歷史
VSATViasat IncCOM1,296$1.10 萬<0.1%+187+16.9%加碼歷史
VREVeris Residential, Inc.COM662$1.10 萬<0.1%00.0%不變歷史
GFIGold Fields LtdSPONSORED ADR832$1.10 萬<0.1%+206+32.9%加碼歷史
CRCrane CoCOMMON STOCK72$1.09 萬<0.1%+33+84.6%加碼歷史
FSLYFastly, Inc.CL A1,157$1.09 萬<0.1%−638−35.5%減碼歷史
WENWendy's CoStock670$1.09 萬<0.1%+475+243.6%加碼歷史
HMNHorace Mann Educators CorpCOM278$1.09 萬<0.1%+83+42.6%加碼歷史
INVAInnoviva, Inc.COM628$1.09 萬<0.1%+54+9.4%加碼歷史
DEIDouglas Emmett IncCOM587$1.09 萬<0.1%−245−29.4%減碼歷史
STSensata Technologies Holding plcSHS397$1.09 萬<0.1%+217+120.6%加碼歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.09 萬<0.1%00.0%不變–
ONTOOnto Innovation Inc.COM65$1.08 萬<0.1%−29−30.9%減碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG377$1.08 萬<0.1%+1+0.3%加碼–
TXTTextron IncCOM141$1.08 萬<0.1%+23+19.5%加碼歷史
PLUSEplus IncCOM146$1.08 萬<0.1%−124−45.9%減碼歷史
SOBOSouth Bow CorpCOM457$1.08 萬<0.1%+457新進歷史
DBX ETF Tr233051200XTRACK MSCI EAFE260$1.08 萬<0.1%+178+217.1%加碼–
LXPLXP Industrial TrustCOM1,323$1.07 萬<0.1%−479−26.6%減碼歷史
REZIResideo Technologies, Inc.Stock465$1.07 萬<0.1%+34+7.9%加碼歷史
GESGuess IncCOM761$1.07 萬<0.1%+761新進歷史
GSLGlobal Ship Lease, Inc.COM CL A486$1.06 萬<0.1%−85−14.9%減碼歷史
DIODDiodes IncCOM172$1.06 萬<0.1%+19+12.4%加碼歷史
Goldman Sachs ETF Tr38149W788CMN301$1.06 萬<0.1%00.0%不變–
TOLToll Brothers, Inc.COM84$1.06 萬<0.1%−20−19.2%減碼歷史
INSPInspire Medical Systems, Inc.COM57$1.06 萬<0.1%+11+23.9%加碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.05 萬<0.1%+300新進–
SHAKShake Shack Inc.CL A81$1.05 萬<0.1%+14+20.9%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A776$1.05 萬<0.1%−192−19.8%減碼歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN500$1.04 萬<0.1%00.0%不變–
NMFCNew Mountain Finance CorpCOM925$1.04 萬<0.1%00.0%不變歷史
RLAYRelay Therapeutics, Inc.COM2,528$1.04 萬<0.1%−3,222−56.0%減碼歷史
SIGSignet Jewelers LtdSHS129$1.04 萬<0.1%−22−14.6%減碼歷史
VVVValvoline IncCOM287$1.04 萬<0.1%+106+58.6%加碼歷史
GPGIGPGI, Inc.COM CL A675$1.03 萬<0.1%+3+0.4%加碼歷史
GBDCGolub Capital BDC, Inc.COM682$1.03 萬<0.1%+165+31.9%加碼歷史
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$1.03 萬<0.1%+372+6,200.0%加碼–
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.03 萬<0.1%+1,000新進歷史
TFIITFI International Inc.COM76$1.03 萬<0.1%−97−56.1%減碼歷史
Barnes Group Inc067806109COM217$1.03 萬<0.1%+16+8.0%加碼–
KLGWK Kellogg CoCOM570$1.03 萬<0.1%−21−3.6%減碼歷史
DLXDeluxe CorpCOM453$1.02 萬<0.1%−245−35.1%減碼歷史
XPROExpro Group Holdings N.V.COM820$1.02 萬<0.1%+139+20.4%加碼歷史
VBTXVeritex Holdings, Inc.COM376$1.02 萬<0.1%+28+8.0%加碼歷史
UWMCUWM Holdings CorpCOM CL A1,738$1.02 萬<0.1%+1,156+198.6%加碼歷史
CBANColony Bankcorp IncCOM632$1.02 萬<0.1%+6+1.0%加碼歷史
iShares Tr464287184CHINA LG-CAP ETF335$1.02 萬<0.1%00.0%不變–
State Street SPDR S&P Semiconductor ETF78464A862ETF41$1.02 萬<0.1%00.0%不變–
SFNCSimmons First National CorpCL A $1 PAR459$1.02 萬<0.1%−31−6.3%減碼歷史
ZNTLZentalis Pharmaceuticals, Inc.COM3,356$1.02 萬<0.1%+87+2.7%加碼歷史
Paramount Global92556H206CL B972$1.02 萬<0.1%−307−24.0%減碼–
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR708$1.01 萬<0.1%+87+14.0%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,035$1.01 萬<0.1%−635−23.8%減碼歷史
SEMSelect Medical Holdings CorpCOM534$1.01 萬<0.1%−76−12.5%減碼歷史
AROCArchrock, Inc.COM403$1.00 萬<0.1%+104+34.8%加碼歷史
AMEDAmedisys IncCOM110$9,987<0.1%+6+5.8%加碼歷史
Tidal Trust I886364231FUND GRAN US ETF500$9,980<0.1%+500新進–
Sprott ETF Trust85210B201JR GOLD MINERS E300$9,979<0.1%00.0%不變–
VERXVertex, Inc.Stock187$9,976<0.1%+19+11.3%加碼歷史
NATLNCR Atleos CorpCOM SHS294$9,973<0.1%+30+11.4%加碼歷史
FLNCFluence Energy, Inc.COM CL A623$9,893<0.1%+618+12,360.0%加碼歷史
MIDDMIDDLEBY CorpCOM73$9,888<0.1%+11+17.7%加碼歷史
UNITUniti Group Inc.COM1,797$9,884<0.1%+97+5.7%加碼歷史
VVRInvesco Senior Income TrustCOM2,500$9,875<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