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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
CCOICogent Communications Holdings, Inc.COM NEW128$9,864<0.1%+11+9.4%加碼歷史
DNOWDNOW Inc.COM757$9,849<0.1%+94+14.2%加碼歷史
HGTYHagerty, Inc.CL A COM1,015$9,795<0.1%+77+8.2%加碼歷史
ZDZiff Davis, Inc.COM180$9,782<0.1%−174−49.2%減碼歷史
SEBSeaboard CorpCOM4$9,719<0.1%+4新進歷史
LZBLa-Z-Boy IncCOM223$9,716<0.1%+12+5.7%加碼歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF201$9,699<0.1%+3+1.5%加碼–
ALGTAllegiant Travel COCOM103$9,694<0.1%+58+128.9%加碼歷史
SXTSensient Technologies CorpCOM136$9,691<0.1%−17−11.1%減碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR841$9,689<0.1%−1,025−54.9%減碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK489$9,673<0.1%+489新進歷史
BANCBanc of California, Inc.COM625$9,662<0.1%−67−9.7%減碼歷史
CVLTCommvault Systems IncCOM64$9,658<0.1%+4+6.7%加碼歷史
TNDMTandem Diabetes Care IncCOM NEW268$9,654<0.1%+25+10.3%加碼歷史
BCOBrinks CoCOM104$9,648<0.1%−16−13.3%減碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT559$9,643<0.1%00.0%不變–
MSBMesabi TrustCTF BEN INT345$9,639<0.1%00.0%不變歷史
RAMPLiveRamp Holdings, Inc.COM317$9,627<0.1%+26+8.9%加碼歷史
IBTXIndependent Bank Group, Inc.COM158$9,585<0.1%−128−44.8%減碼歷史
TIMBTim S.A.SPONSORED ADR815$9,584<0.1%−756−48.1%減碼歷史
GMEGameStop Corp.Stock304$9,528<0.1%+274+913.3%加碼歷史
MMIMarcus & Millichap, Inc.COM249$9,526<0.1%+36+16.9%加碼歷史
RNGRingCentral, Inc.CL A272$9,523<0.1%+250+1,136.4%加碼歷史
HEHawaiian Electric Industries IncCOM977$9,506<0.1%+387+65.6%加碼歷史
PSNParsons CorpCOM103$9,503<0.1%+17+19.8%加碼歷史
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,501<0.1%00.0%不變歷史
Silvercrest Metals Inc828363101COM1,040$9,464<0.1%−407−28.1%減碼–
CWENClearway Energy, Inc.CL C363$9,438<0.1%+27+8.0%加碼歷史
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C138$9,393<0.1%+27+24.3%加碼歷史
FSMFortuna Mining Corp.Stock2,186$9,378<0.1%+31+1.4%加碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR146$9,370<0.1%−33−18.4%減碼歷史
ETHEGrayscale Ethereum Staking ETFETF334$9,359<0.1%−5,467−94.2%減碼歷史
AROWArrow Financial CorpCOM325$9,331<0.1%00.0%不變歷史
FFINFirst Financial Bankshares IncCOM258$9,317<0.1%+47+22.3%加碼歷史
Alps ETF Tr00162Q726BARRONS 400 ETF128$9,305<0.1%+128新進–
MSAMSA Safety IncCOM56$9,294<0.1%+18+47.4%加碼歷史
AGIAlamos Gold IncStock503$9,276<0.1%+283+128.6%加碼歷史
URBNUrban Outfitters IncCOM169$9,275<0.1%+45+36.3%加碼歷史
IIPRInnovative Industrial Properties IncCOM139$9,263<0.1%+95+215.9%加碼歷史
SCSCScansource, Inc.COM195$9,253<0.1%+28+16.8%加碼歷史
DLTRDollar Tree, Inc.COM123$9,219<0.1%−596−82.9%減碼歷史
HSICHenry Schein IncCOM133$9,203<0.1%+54+68.4%加碼歷史
RGRSturm Ruger & Co IncStock258$9,126<0.1%+56+27.7%加碼歷史
PSMTPricesmart IncCOM99$9,125<0.1%+6+6.5%加碼歷史
AAMIAcadian Asset Management Inc.COM346$9,113<0.1%+42+13.8%加碼歷史
PCHPotlatchdeltic CorpCOM232$9,107<0.1%−21−8.3%減碼歷史
MMSIMerit Medical Systems IncCOM94$9,091<0.1%+3+3.3%加碼歷史
WESTWestrock Coffee CoCOM1,413$9,071<0.1%−2,641−65.1%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK57$9,069<0.1%+6+11.8%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US415$9,039<0.1%00.0%不變–
ESGREnstar Group LTDSHS28$9,016<0.1%+20+250.0%加碼歷史
JLSNuveen Mortgage & Income FundCOM500$9,000<0.1%00.0%不變歷史
COLLCollegium Pharmaceutical, IncCOM314$8,997<0.1%+37+13.4%加碼歷史
TKRTimken CoCOM126$8,993<0.1%−22−14.9%減碼歷史
FRSHFreshworks Inc.Stock555$8,974<0.1%+265+91.4%加碼歷史
MDPediatrix Medical Group, Inc.COM683$8,961<0.1%+100+17.2%加碼歷史
MTRNMATERION CorpCOM90$8,900<0.1%−74−45.1%減碼歷史
Fidelity MSCI Energy Index ETF316092402ETF373$8,897<0.1%00.0%不變–
PTENPatterson Uti Energy IncCOM1,076$8,888<0.1%−42−3.8%減碼歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q254$8,888<0.1%+1+0.4%加碼–
AIRAar CorpStock145$8,886<0.1%+3+2.1%加碼歷史
ITGRInteger Holdings CorpCOM67$8,879<0.1%−7−9.5%減碼歷史
HLLYHolley Inc.COM2,940$8,879<0.1%00.0%不變歷史
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X98$8,874<0.1%+98新進–
LAZLazard, Inc.COM172$8,855<0.1%+107+164.6%加碼歷史
OPLNOPENLANE, Inc.COM446$8,849<0.1%−99−18.2%減碼歷史
ASCArdmore Shipping CorpCOM728$8,845<0.1%+549+306.7%加碼歷史
HCSGHealthcare Services Group IncCOM761$8,839<0.1%−314−29.2%減碼歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW98$8,821<0.1%+98新進–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM71$8,771<0.1%+71新進–
CCKCrown Holdings, Inc.COM106$8,766<0.1%−1−0.9%減碼歷史
NCZVirtus Convertible & Income Fund IICOM2,800$8,764<0.1%00.0%不變歷史
MTTRMatterport, Inc.COM CL A1,839$8,717<0.1%−385−17.3%減碼歷史
ACTEnact Holdings, Inc.COM269$8,711<0.1%−292−52.0%減碼歷史
SWXSouthwest Gas Holdings, Inc.COM123$8,697<0.1%+9+7.9%加碼歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$8,655<0.1%00.0%不變–
RGPResources Connection, Inc.COM1,008$8,598<0.1%+1,008新進歷史
CNXCNX Resources CorpCOM234$8,581<0.1%+18+8.3%加碼歷史
FWRDForward Air CorpCOM266$8,578<0.1%+4+1.5%加碼歷史
PLURPluri Inc.COM2,000$8,550<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A385$8,546<0.1%+222+136.2%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM85$8,519<0.1%+10+13.3%加碼歷史
VCVisteon CorpCOM NEW96$8,517<0.1%+58+152.6%加碼歷史
WSFSWSFS Financial CorpCOM160$8,501<0.1%−167−51.1%減碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$8,498<0.1%00.0%不變–
HXLHexcel CorpCOM135$8,465<0.1%+90+200.0%加碼歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,457<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM73$8,447<0.1%+11+17.7%加碼歷史
HLNEHamilton Lane INCCL A57$8,438<0.1%+4+7.5%加碼歷史
KOSKosmos Energy Ltd.COM2,462$8,419<0.1%+817+49.7%加碼歷史
VIRTVirtu Financial, Inc.CL A235$8,385<0.1%+149+173.3%加碼歷史
SITMSITIME CorpCOM39$8,366<0.1%+6+18.2%加碼歷史
American Centy ETF Tr025072182AVANTIS MODERAT144$8,358<0.1%+36+33.3%加碼–
FNFabrinetSHS38$8,355<0.1%+9+31.0%加碼歷史
AZEKAZEK Co Inc.CL A176$8,355<0.1%+115+188.5%加碼歷史
PPBIPacific Premier Bancorp IncCOM335$8,348<0.1%−411−55.1%減碼歷史
POWIPower Integrations IncCOM135$8,330<0.1%+28+26.2%加碼歷史
FSVFirstService CorpCOM46$8,326<0.1%+14+43.8%加碼歷史
iShares Tr46435U366SELF DRIVNG EV283$8,272<0.1%00.0%不變–
SSRMSSR Mining Inc.Stock1,183$8,257<0.1%−1,221−50.8%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