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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
CLColgate Palmolive CoStock4,866$44.2 萬<0.1%+1,177+31.9%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS8,468$43.8 萬<0.1%−860−9.2%減碼–
PHParker-Hannifin CorpStock684$43.5 萬<0.1%+258+60.6%加碼歷史
ENBEnbridge IncStock10,182$43.2 萬<0.1%+72+0.7%加碼歷史
BMYBristol Myers Squibb CoStock7,604$43.0 萬<0.1%+1,015+15.4%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF12,947$43.0 萬<0.1%+366+2.9%加碼–
AIC3.ai, Inc.Stock12,465$42.9 萬<0.1%−6,999−36.0%減碼歷史
GPNGlobal Payments IncStock3,823$42.8 萬<0.1%+221+6.1%加碼歷史
RFRegions Financial CorpCOM18,103$42.6 萬<0.1%−441−2.4%減碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT4,542$42.4 萬<0.1%+4,150+1,058.7%加碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D9,864$41.9 萬<0.1%+9,864新進歷史
FSKFS KKR Capital CorpCOM19,225$41.8 萬<0.1%+9,449+96.7%加碼歷史
BMAMacro Bank Inc.SPON ADR B4,300$41.6 萬<0.1%+4,300新進歷史
OKEONEOK IncCOM4,100$41.2 萬<0.1%+967+30.9%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,938$40.7 萬<0.1%+1,114+135.2%加碼歷史
KMBKimberly Clark CorpStock3,096$40.6 萬<0.1%+123+4.1%加碼歷史
CDNSCadence Design Systems IncStock1,348$40.5 萬<0.1%+162+13.7%加碼歷史
CARRCarrier Global CorpStock5,931$40.5 萬<0.1%+725+13.9%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF8,992$40.4 萬<0.1%+2,633+41.4%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT6,867$40.4 萬<0.1%+958+16.2%加碼–
First Tr Exchange-Traded Alp33735B108COM SHS3,484$40.3 萬<0.1%+3,472+28,933.3%加碼–
IBNIcici Bank LtdADR13,442$40.1 萬<0.1%+294+2.2%加碼歷史
EPDEnterprise Products Partners L.P.Stock12,795$40.1 萬<0.1%+69+0.5%加碼歷史
JKHYJack Henry & Associates IncStock2,285$40.1 萬<0.1%+79+3.6%加碼歷史
CORCencora, Inc.Stock1,769$39.7 萬<0.1%+217+14.0%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,715$39.6 萬<0.1%+188+12.3%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF17,428$39.6 萬<0.1%−256−1.4%減碼依 2 比 1 拆股換算–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF8,814$39.5 萬<0.1%+82+0.9%加碼–
CSXCSX CorpStock12,196$39.4 萬<0.1%+1,705+16.3%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF5,936$39.3 萬<0.1%+2,698+83.3%加碼–
EMREmerson Electric CoStock3,155$39.1 萬<0.1%+252+8.7%加碼歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF3,268$39.1 萬<0.1%+3,268新進–
AZNAstraZeneca PLCSPONSORED ADR5,936$38.9 萬<0.1%−286−4.6%減碼歷史
ETREntergy CorpCOM5,129$38.9 萬<0.1%+3,375+192.4%加碼依 2 比 1 拆股換算歷史
COKECoca-Cola Consolidated, Inc.COM308$38.8 萬<0.1%+43+16.2%加碼歷史
MDTMedtronic plcStock4,855$38.8 萬<0.1%+1,613+49.8%加碼歷史
AVBAvalonbay Communities IncCOM1,756$38.6 萬<0.1%+1,001+132.6%加碼歷史
ARESAres Management CorpCL A COM STK2,168$38.4 萬<0.1%+70+3.3%加碼歷史
AZPNAspen Technology, Inc.COM1,534$38.3 萬<0.1%+28+1.9%加碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW8,874$38.1 萬<0.1%−3,311−27.2%減碼–
INTUIntuit Inc.Stock601$37.8 萬<0.1%+51+9.3%加碼歷史
CCitigroup IncStock5,358$37.7 萬<0.1%−1,794−25.1%減碼歷史
iShares Tr464287556ISHARES BIOTECH2,844$37.6 萬<0.1%−1,279−31.0%減碼–
DFSDiscover Financial ServicesCOM2,160$37.4 萬<0.1%−33−1.5%減碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,152$37.4 萬<0.1%+279+14.9%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS31,728$37.2 萬<0.1%+24,138+318.0%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM11,118$37.1 萬<0.1%+704+6.8%加碼–
COFCapital One Financial CorpStock2,078$37.1 萬<0.1%+503+31.9%加碼歷史
CAGConagra Brands Inc.Stock13,321$37.0 萬<0.1%+4,164+45.5%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM9,900$36.9 萬<0.1%+127+1.3%加碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA13,107$36.7 萬<0.1%+4,899+59.7%加碼–
Ea Series Trust02072L375TBG DIVID FO ETF11,459$36.6 萬<0.1%+2,057+21.9%加碼–
FTAIFTAI Aviation Ltd.SHS2,514$36.2 萬<0.1%−604−19.4%減碼歷史
PAYXPaychex IncStock2,567$36.0 萬<0.1%+48+1.9%加碼歷史
UALUnited Airlines Holdings, Inc.COM3,702$35.9 萬<0.1%+135+3.8%加碼歷史
AMTAmerican Tower CorpREIT1,953$35.8 萬<0.1%+939+92.6%加碼歷史
MUMicron Technology IncStock4,252$35.8 萬<0.1%−1,943−31.4%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,845$35.6 萬<0.1%−204−10.0%減碼歷史
WITWipro LtdSPON ADR 1 SH99,687$35.3 萬<0.1%−4,111−4.0%減碼依 2 比 1 拆股換算歷史
TERTeradyne, IncStock2,793$35.2 萬<0.1%−763−21.5%減碼歷史
USBUS Bancorp DECOM NEW7,321$35.0 萬<0.1%+3,060+71.8%加碼歷史
SPGSimon Property Group Inc.REIT2,029$34.9 萬<0.1%+107+5.6%加碼歷史
EHCEncompass Health CorpCOM3,783$34.9 萬<0.1%+72+1.9%加碼歷史
PLDPrologis, Inc.REIT3,253$34.4 萬<0.1%+2,264+228.9%加碼歷史
PWRQuanta Services, Inc.COM1,087$34.4 萬<0.1%+32+3.0%加碼歷史
WCNWaste Connections, Inc.COM1,986$34.1 萬<0.1%−22−1.1%減碼歷史
iShares Tr464287622RUS 1000 ETF1,057$34.1 萬<0.1%+533+101.7%加碼–
DTMDT Midstream, Inc.COMMON STOCK3,419$34.0 萬<0.1%+552+19.3%加碼歷史
iShares Tr464287861EUROPE ETF6,519$33.9 萬<0.1%+294+4.7%加碼–
SAIASaia IncCOM744$33.9 萬<0.1%+26+3.6%加碼歷史
FASTFastenal CoStock4,706$33.8 萬<0.1%+2,699+134.5%加碼歷史
iShares Tr464288760US AER DEF ETF2,328$33.8 萬<0.1%+28+1.2%加碼–
SKYChampion Homes, Inc.Stock3,823$33.7 萬<0.1%+3+0.1%加碼歷史
ProShares Tr74349Y704ULTRA BITCOIN ET6,801$33.6 萬<0.1%+6,801新進–
SPOTSpotify Technology S.A.Stock751$33.6 萬<0.1%+95+14.5%加碼歷史
KHCKraft Heinz CoStock10,938$33.6 萬<0.1%+3,126+40.0%加碼歷史
TMUST-Mobile US, Inc.Stock1,519$33.5 萬<0.1%+298+24.4%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM470$33.5 萬<0.1%−160−25.4%減碼歷史
TDYTeledyne Technologies IncCOM721$33.5 萬<0.1%+46+6.8%加碼歷史
Fidelity Covington Trust31609A305ENHANCED LARGE9,457$33.4 萬<0.1%+269+2.9%加碼–
NDSNNordson CorpCOM1,589$33.2 萬<0.1%+38+2.5%加碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,602$32.9 萬<0.1%+20+0.1%加碼歷史
NOCNorthrop Grumman CorpStock702$32.9 萬<0.1%+28+4.2%加碼歷史
EMBJEmbraer S.A.ADR8,970$32.9 萬<0.1%+7,820+680.0%加碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,346$32.7 萬<0.1%+2,344+46.9%加碼–
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$32.6 萬<0.1%+11,348新進–
SHELShell plcADR5,183$32.5 萬<0.1%−208−3.9%減碼歷史
TMToyota Motor CorpADS1,654$32.2 萬<0.1%+695+72.5%加碼歷史
TRGPTarga Resources Corp.COM1,796$32.1 萬<0.1%+268+17.5%加碼歷史
KMXCarMax IncCOM3,867$31.6 萬<0.1%+1,999+107.0%加碼歷史
CPTCamden Property TrustREIT2,713$31.5 萬<0.1%+2,074+324.6%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,952$31.4 萬<0.1%+61+3.2%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,266$31.3 萬<0.1%+219+20.9%加碼歷史
VTRVentas, Inc.REIT5,267$31.0 萬<0.1%+4,630+726.8%加碼歷史
VRSKVerisk Analytics, Inc.COM1,123$30.9 萬<0.1%+615+121.1%加碼歷史
iShares Tr46432F859CORE 1 5 YR USD6,473$30.9 萬<0.1%+6,473新進–
CRLCharles River Laboratories International, Inc.COM1,673$30.9 萬<0.1%+155+10.2%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM3,430$30.6 萬<0.1%+174+5.3%加碼歷史
LRCXLam Research CorpStock4,231$30.6 萬<0.1%+1,241+41.5%加碼依 10 比 1 拆股換算歷史
HLIHoulihan Lokey, Inc.CL A1,758$30.5 萬<0.1%+314+21.7%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