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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
Dimensional ETF Trust25434V567GLOBAL CR ETF25,316$133.2 萬0.1%+4,590+22.1%加碼–
CACCCredit Acceptance CorpCOM2,830$132.9 萬0.1%−354−11.1%減碼歷史
WPCW. P. Carey Inc.COM24,247$132.1 萬0.1%+570+2.4%加碼歷史
GEGeneral Electric CoStock7,908$131.9 萬0.1%+1,898+31.6%加碼歷史
Vanguard Wellington FD921935870SHORT TRM TAX EX13,009$130.4 萬0.1%+13,009新進–
BABoeing CoStock7,345$130.0 萬0.1%+1,268+20.9%加碼歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF27,656$129.6 萬0.1%+825+3.1%加碼–
iShares Russell 2000 Growth ETF464287648ETF4,450$128.1 萬0.1%+27+0.6%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF2,248$128.1 萬0.1%−108−4.6%減碼歷史
Franklin Templeton ETF Tr35473P652FTSE EUROPE46,058$127.7 萬0.1%+23,110+100.7%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED41,605$126.8 萬0.1%+4,024+10.7%加碼–
iShares Russell 2000 ETF464287655ETF5,637$124.6 萬0.1%−171−2.9%減碼–
Schwab Strategic Tr808524862SHT TM US TRES51,549$124.0 萬0.1%+9,737+23.3%加碼依 2 比 1 拆股換算–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID32,263$121.1 萬0.1%−3,567−10.0%減碼–
Vanguard BD Index FDS92203C303VANGUARD ULTRA24,172$119.9 萬0.1%+24,172新進–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,460$119.7 萬0.1%−824−7.3%減碼–
VanEck ETF Trust92189H409HIGH YLD MUNIETF22,949$119.1 萬0.1%−2,203−8.8%減碼–
ProShares Tr74347X831ULTRAPRO QQQ14,924$118.1 萬0.1%+14,786+10,714.5%加碼–
SGISomnigroup International Inc.COM20,803$117.9 萬0.1%+20,803新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,430$117.0 萬0.1%+3,291+288.9%加碼–
CMCSAComcast CorpStock31,076$116.6 萬0.1%+843+2.8%加碼歷史
QCOMQualcomm IncStock7,507$115.3 萬0.1%+485+6.9%加碼歷史
MCKMcKesson CorpStock2,007$114.4 萬0.1%+144+7.7%加碼歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X26,932$112.8 萬0.1%+26,932新進–
LOWLowes Companies IncStock4,548$112.2 萬0.1%+366+8.8%加碼歷史
LMTLockheed Martin CorpStock2,300$111.8 萬0.1%−815−26.2%減碼歷史
SBUXStarbucks CorpStock12,215$111.5 萬0.1%−484−3.8%減碼歷史
NOWServiceNow, Inc.Stock1,048$111.1 萬0.1%+39+3.9%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN56,243$110.2 萬0.1%+39,202+230.0%加碼歷史
Dimensional ETF Trust25434V575INTL COR FIX ETF21,038$110.1 萬0.1%+2,677+14.6%加碼–
JBLJabil IncStock7,618$109.6 萬0.1%+138+1.8%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT21,339$109.4 萬0.1%−304−1.4%減碼–
MPCMarathon Petroleum CorpStock7,798$108.8 萬0.1%+545+7.5%加碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF41,465$107.7 萬0.1%−1,796−4.2%減碼–
BlackRock ETF Trust09290C509ISHA US AWAR ETF16,765$107.4 萬0.1%−630−3.6%減碼–
MRSHMarsh & McLennan Companies, Inc.Stock5,042$107.1 萬0.1%+335+7.1%加碼歷史
AXPAmerican Express CoStock3,566$105.8 萬0.1%+402+12.7%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF15,039$105.7 萬0.1%+6,412+74.3%加碼–
Bank of Amer Corp0605056827.25%CNV PFD L861$105.0 萬0.1%+9+1.1%加碼–
ADBEAdobe Inc.Stock2,351$104.5 萬0.1%−155−6.2%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF15,033$103.6 萬0.1%+37+0.2%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF33,915$103.3 萬0.1%+2,785+8.9%加碼–
RSGRepublic Services, Inc.COM5,061$101.8 萬0.1%+41+0.8%加碼歷史
CSLCarlisle Companies IncCOM2,748$101.4 萬0.1%−2−0.1%減碼歷史
KOCoca Cola CoStock16,156$100.6 萬0.1%+677+4.4%加碼歷史
DISWalt Disney CoStock9,002$100.2 萬0.1%−1,188−11.7%減碼歷史
HALHalliburton CoStock36,612$99.5 萬0.1%+573+1.6%加碼歷史
AMDAdvanced Micro Devices IncStock8,149$98.4 萬0.1%−410−4.8%減碼歷史
DDominion Energy, IncStock18,060$97.3 萬0.1%−1,014−5.3%減碼歷史
CSCOCisco Systems, Inc.Stock16,427$97.2 萬0.1%+2,863+21.1%加碼歷史
PFEPfizer IncStock35,435$94.0 萬0.1%+500+1.4%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF9,690$93.9 萬0.1%+5,184+115.0%加碼–
iShares S&P 100 ETF464287101ETF3,243$93.7 萬0.1%−82−2.5%減碼–
SLViShares Silver TrustETF35,433$93.3 萬0.1%+7,158+25.3%加碼歷史
ProShares Tr74347X864ULTRPRO S&P50010,404$92.2 萬0.1%+10,404新進–
UNPUnion Pacific CorpStock4,017$91.6 萬0.1%−95−2.3%減碼歷史
iShares Tr464288885EAFE GRWTH ETF9,397$91.0 萬0.1%+2,499+36.2%加碼–
Vanguard Mun BD FDS922907738INTERMEDIATE TRM9,125$90.7 萬0.1%+9,125新進–
Schwab U.S. Large-Cap ETF808524201ETF38,211$88.6 萬<0.1%+2,160+6.0%加碼依 3 比 1 拆股換算–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT30,270$88.4 萬<0.1%+246+0.8%加碼–
AB Active ETFs Inc00039J830SHOR DU YIEL ETF24,735$88.2 萬<0.1%+24,735新進–
iShares Tr464287291GLOBAL TECH ETF10,367$87.9 萬<0.1%+204+2.0%加碼–
VZVerizon Communications IncStock21,723$86.9 萬<0.1%+5,391+33.0%加碼歷史
TPRTapestry, Inc.COM13,192$86.2 萬<0.1%+620+4.9%加碼歷史
IBITiShares Bitcoin Trust ETFETF16,239$86.1 萬<0.1%+4,186+34.7%加碼歷史
TAT&T Inc.Stock37,590$85.6 萬<0.1%+8,788+30.5%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,884$85.6 萬<0.1%−450−8.4%減碼–
PMPhilip Morris International Inc.Stock7,033$84.6 萬<0.1%−154−2.1%減碼歷史
Cyberark Software LtdM2682V108SHS2,507$83.5 萬<0.1%+19+0.8%加碼–
NKENIKE, Inc.Stock10,938$82.8 萬<0.1%−1,693−13.4%減碼歷史
iShares Tr46436E767ESG MSCI USA ETF16,643$82.7 萬<0.1%+1,537+10.2%加碼–
iShares Tr46435G425ESG AWR MSCI USA6,398$82.4 萬<0.1%−262−3.9%減碼–
EXPDExpeditors International of Washington IncCOM7,436$82.4 萬<0.1%+125+1.7%加碼歷史
PKGPackaging Corp of AmericaStock3,637$81.9 萬<0.1%+66+1.8%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY8,091$81.2 萬<0.1%+55+0.7%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF31,694$80.4 萬<0.1%+31,635+53,618.6%加碼–
DGXQuest Diagnostics IncCOM5,277$79.6 萬<0.1%+20+0.4%加碼歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF27,797$79.5 萬<0.1%+12,521+82.0%加碼–
TXNTexas Instruments IncStock4,210$78.9 萬<0.1%+26+0.6%加碼歷史
FISVFiserv IncStock3,828$78.6 萬<0.1%−403−9.5%減碼歷史
iShares Tr46435G193ESG AWRE USD ETF34,282$77.9 萬<0.1%+1,563+4.8%加碼–
IBMInternational Business Machines CorpStock3,536$77.7 萬<0.1%+872+32.7%加碼歷史
VLOValero Energy CorpStock6,296$77.2 萬<0.1%+210+3.5%加碼歷史
ANETArista Networks, Inc.Stock6,968$77.0 萬<0.1%+1,156+19.9%加碼依 4 比 1 拆股換算歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,594$77.0 萬<0.1%+365+7.0%加碼–
BLKBlackRock, Inc.Stock746$76.5 萬<0.1%+257+52.6%加碼歷史
CEGConstellation Energy CorpStock3,417$76.4 萬<0.1%+163+5.0%加碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF22,398$76.0 萬<0.1%+20,078+865.4%加碼–
EOGEOG Resources IncStock6,190$75.9 萬<0.1%+76+1.2%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF6,864$75.7 萬<0.1%−543−7.3%減碼–
TMOThermo Fisher Scientific Inc.Stock1,453$75.6 萬<0.1%−100−6.4%減碼歷史
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF28,033$75.5 萬<0.1%+4,508+19.2%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,751$74.5 萬<0.1%+474+37.1%加碼歷史
Vanguard Information Technology ETF92204A702ETF1,181$73.4 萬<0.1%+358+43.5%加碼–
CVSCVS Health CorpStock16,318$73.3 萬<0.1%+490+3.1%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF21,621$73.0 萬<0.1%+14+0.1%加碼–
ADPAutomatic Data Processing IncStock2,487$72.8 萬<0.1%+151+6.5%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF10,658$72.3 萬<0.1%+19+0.2%加碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$72.3 萬<0.1%00.0%不變歷史
SHWSherwin Williams CoCOM2,088$71.0 萬<0.1%+302+16.9%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