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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
GDGeneral Dynamics CorpStock2,679$70.6 萬<0.1%+125+4.9%加碼歷史
CMGChipotle Mexican Grill IncCOM11,679$70.4 萬<0.1%+1,542+15.2%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF15,027$69.8 萬<0.1%+764+5.4%加碼–
WisdomTree Tr97717W307US LARGECAP DIVD8,956$69.7 萬<0.1%−840−8.6%減碼–
Dimensional ETF Trust25434V773INTL SMALL CAP E28,370$69.7 萬<0.1%+17,768+167.6%加碼–
HONHoneywell International IncCOM3,061$69.1 萬<0.1%−334−9.8%減碼歷史
SNOWSnowflake Inc.Stock4,472$69.0 萬<0.1%+21+0.5%加碼歷史
ETNEaton Corp plcStock2,055$68.2 萬<0.1%+216+11.7%加碼歷史
BKNGBooking Holdings Inc.Stock135$67.1 萬<0.1%+24+21.6%加碼歷史
GEVGE Vernova Inc.Stock2,031$66.8 萬<0.1%+745+57.9%加碼歷史
iShares Tr46434V647GLOBAL REIT ETF27,608$66.2 萬<0.1%−130.0%減碼–
iShares Tr46435U853BROAD USD HIGH17,844$65.6 萬<0.1%+16,253+1,021.6%加碼–
SAPSAP SEADR2,664$65.6 萬<0.1%+1,261+89.9%加碼歷史
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD33,860$65.6 萬<0.1%+8,822+35.2%加碼–
NEENextera Energy IncStock9,071$65.0 萬<0.1%+702+8.4%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF12,365$64.6 萬<0.1%+3,095+33.4%加碼–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X23,054$64.4 萬<0.1%+23,054新進–
EFXEquifax IncCOM2,515$64.1 萬<0.1%+646+34.6%加碼歷史
FICOFair Isaac CorpCOM320$63.7 萬<0.1%−15−4.5%減碼歷史
Timothy Plan887432334INTL ETF23,939$63.6 萬<0.1%−8,105−25.3%減碼–
ISRGIntuitive Surgical IncCOM NEW1,210$63.2 萬<0.1%+170+16.3%加碼歷史
iShares S&P 500 Value ETF464287408ETF3,305$63.1 萬<0.1%+104+3.2%加碼–
ODFLOld Dominion Freight Line, Inc.COM3,547$62.6 萬<0.1%+1,403+65.4%加碼歷史
XELXcel Energy IncStock9,242$62.4 萬<0.1%+160+1.8%加碼歷史
WMWaste Management IncStock3,091$62.4 萬<0.1%+49+1.6%加碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS24,145$62.1 萬<0.1%−1,986−7.6%減碼歷史
CBChubb LtdStock2,248$62.1 萬<0.1%+312+16.1%加碼歷史
DECKDeckers Outdoor CorpCOM3,056$62.1 萬<0.1%+343+12.6%加碼歷史
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF19,325$61.9 萬<0.1%+19,325新進–
ROLRollins IncCOM13,244$61.4 萬<0.1%+4,938+59.5%加碼歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS25,252$61.2 萬<0.1%+126+0.5%加碼–
ORLYO Reilly Automotive IncStock508$60.2 萬<0.1%−3−0.6%減碼歷史
AJGArthur J. Gallagher & Co.COM2,116$60.1 萬<0.1%+554+35.5%加碼歷史
GISGeneral Mills IncStock9,385$59.8 萬<0.1%−111−1.2%減碼歷史
TTTrane Technologies plcSHS1,619$59.8 萬<0.1%+459+39.6%加碼歷史
CHHChoice Hotels International IncCOM4,204$59.7 萬<0.1%+29+0.7%加碼歷史
iShares Tr4642874571 3 YR TREAS BD7,262$59.5 萬<0.1%+1,120+18.2%加碼–
UBERUber Technologies, IncStock9,820$59.2 萬<0.1%−2,311−19.1%減碼歷史
DVNDevon Energy CorpStock17,954$58.8 萬<0.1%+721+4.2%加碼歷史
COOCooper Companies, Inc.COM6,297$57.9 萬<0.1%+518+9.0%加碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE15,651$57.9 萬<0.1%−5,853−27.2%減碼–
LIILennox International IncCOM950$57.9 萬<0.1%+14+1.5%加碼歷史
ADIAnalog Devices IncStock2,723$57.9 萬<0.1%+1,044+62.2%加碼歷史
Schwab US Tips ETF808524870ETF22,160$57.2 萬<0.1%−4,034−15.4%減碼依 2 比 1 拆股換算–
ICEIntercontinental Exchange, Inc.Stock3,831$57.1 萬<0.1%−326−7.8%減碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG13,062$56.9 萬<0.1%+35+0.3%加碼–
PSXPhillips 66Stock4,934$56.2 萬<0.1%+239+5.1%加碼歷史
SPGIS&P Global Inc.Stock1,129$56.2 萬<0.1%+481+74.2%加碼歷史
KLACKLA CorpCOM NEW892$56.2 萬<0.1%−239−21.1%減碼歷史
DHRDanaher CorpStock2,440$56.0 萬<0.1%+834+51.9%加碼歷史
Amplify ETF Tr032108722CWP INTL ENHANCE18,562$55.4 萬<0.1%+18,562新進–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD23,505$55.1 萬<0.1%−11,882−33.6%減碼–
AMPAmeriprise Financial IncCOM1,032$54.9 萬<0.1%+13+1.3%加碼歷史
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X15,455$54.3 萬<0.1%+15,455新進–
iShares Tr46436E759ESG EAFE ETF8,308$53.7 萬<0.1%+1,410+20.4%加碼–
ELVElevance Health, Inc.Stock1,453$53.6 萬<0.1%−308−17.5%減碼歷史
JJacobs Solutions Inc.COM4,003$53.5 萬<0.1%+18+0.5%加碼歷史
SYKStryker CorpStock1,469$52.9 萬<0.1%+243+19.8%加碼歷史
Global X FDS37954Y673US INFR DEV ETF12,961$52.4 萬<0.1%+2,514+24.1%加碼–
ZBRAZebra Technologies CorpCL A1,341$51.8 萬<0.1%+32+2.4%加碼歷史
MMM3M CoStock4,010$51.8 萬<0.1%+493+14.0%加碼歷史
GDXUBank of MontrealMICROSCTR 3X LEV18,916$51.4 萬<0.1%+18,916新進歷史
iShares Tr46435U218ESG MSCI LEADR4,970$51.2 萬<0.1%−140−2.7%減碼–
MOAltria Group, Inc.Stock9,740$50.9 萬<0.1%+463+5.0%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,841$50.6 萬<0.1%+20.0%加碼–
WRBBerkley W R CorpCOM8,616$50.4 萬<0.1%+355+4.3%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock2,854$50.4 萬<0.1%−49−1.7%減碼歷史
LPLALPL Financial Holdings Inc.COM1,541$50.3 萬<0.1%+11+0.7%加碼歷史
EQIXEquinix IncCOM531$50.0 萬<0.1%+299+128.9%加碼歷史
POOLPool CorpCOM1,464$49.9 萬<0.1%+19+1.3%加碼歷史
CBSHCommerce Bancshares IncStock7,976$49.7 萬<0.1%+503+6.7%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR51,024$49.6 萬<0.1%+25,060+96.5%加碼歷史
PYPLPayPal Holdings, Inc.Stock5,763$49.2 萬<0.1%−3,607−38.5%減碼歷史
UPSUnited Parcel Service IncStock3,885$49.0 萬<0.1%+378+10.8%加碼歷史
STZConstellation Brands, Inc.Stock2,216$49.0 萬<0.1%+169+8.3%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,685$48.9 萬<0.1%+280+19.9%加碼歷史
MSIMotorola Solutions, Inc.Stock1,052$48.6 萬<0.1%+521+98.1%加碼歷史
WMBWilliams Companies, Inc.COM8,961$48.5 萬<0.1%+848+10.5%加碼歷史
RELXRELX PLCSPONSORED ADR10,613$48.2 萬<0.1%+4,824+83.3%加碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF7,606$48.0 萬<0.1%+338+4.7%加碼–
Nextplat Corp Com New68557F100Stock443,388$47.9 萬<0.1%+443,388新進–
TSCOTractor Supply CoCOM8,966$47.6 萬<0.1%+286+3.3%加碼依 5 比 1 拆股換算歷史
iShares Flexible Income Active ETF092528603ETF9,098$47.3 萬<0.1%+3,296+56.8%加碼–
WELLWelltower Inc.REIT3,753$47.3 萬<0.1%+1,583+72.9%加碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I5,369$47.2 萬<0.1%+4,047+306.1%加碼歷史
DLRDigital Realty Trust, Inc.COM2,656$47.1 萬<0.1%+1,425+115.8%加碼歷史
CLXClorox CoStock2,892$47.0 萬<0.1%+30+1.0%加碼歷史
BSYBentley Systems IncCOM CL B10,035$46.9 萬<0.1%+317+3.3%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF19,196$46.6 萬<0.1%−10,726−35.8%減碼依 2 比 1 拆股換算–
NVONovo Nordisk A SADR5,417$46.6 萬<0.1%−14,019−72.1%減碼歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF7,412$46.3 萬<0.1%+7,412新進–
ALLEAllegion plcORD SHS3,540$46.3 萬<0.1%+30+0.9%加碼歷史
ARK Innovation ETF00214Q104ETF8,145$46.2 萬<0.1%+7,105+683.2%加碼–
UBSUBS Group AGStock15,115$45.8 萬<0.1%+8,773+138.3%加碼歷史
COLBColumbia Banking System, Inc.COM16,905$45.7 萬<0.1%+59+0.4%加碼歷史
ROPRoper Technologies IncStock878$45.6 萬<0.1%+66+8.1%加碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR7,298$45.5 萬<0.1%+7,286+60,716.7%加碼歷史
TFCTruist Financial CorpCOM10,320$44.8 萬<0.1%+2,055+24.9%加碼歷史
VSTVistra Corp.Stock3,242$44.7 萬<0.1%+266+8.9%加碼歷史
SPDR Series Trust78468R200ST STR RATE ETF14,519$44.6 萬<0.1%+14,519新進–

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