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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
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$30.5 萬<0.1%−230−7.1%減碼–
NVSNovartis AGADR3,127$30.4 萬<0.1%+420+15.5%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF7,241$30.3 萬<0.1%−1,858−20.4%減碼–
LENLennar CorpCL A2,207$30.1 萬<0.1%+17+0.8%加碼歷史
SRESempraStock3,389$29.7 萬<0.1%−347−9.3%減碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM4,748$29.7 萬<0.1%−3,614−43.2%減碼–
SGOLabrdn Gold ETF TrustETF11,851$29.7 萬<0.1%+11,851新進歷史
iShares Tr46435G409MSCI INTL VLU FT10,945$29.7 萬<0.1%+1,297+13.4%加碼–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,895$29.7 萬<0.1%−504−14.8%減碼–
MDLZMondelez International, Inc.Stock4,967$29.7 萬<0.1%−408−7.6%減碼歷史
ITWIllinois Tool Works IncStock1,167$29.6 萬<0.1%−151−11.5%減碼歷史
SESea LtdSPONSORD ADS2,771$29.4 萬<0.1%+1,774+177.9%加碼歷史
DALDelta Air Lines, Inc.COM NEW4,856$29.4 萬<0.1%−3,356−40.9%減碼歷史
LDOSLeidos Holdings, Inc.COM2,039$29.4 萬<0.1%−46−2.2%減碼歷史
IQVIQVIA Holdings Inc.Stock1,482$29.1 萬<0.1%+131+9.7%加碼歷史
ENSGEnsign Group, IncCOM2,188$29.1 萬<0.1%+794+57.0%加碼歷史
ALLAllstate CorpStock1,505$29.0 萬<0.1%+63+4.4%加碼歷史
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,279$29.0 萬<0.1%+21+0.3%加碼–
HIGHartford Insurance Group, Inc.Stock2,633$28.8 萬<0.1%+182+7.4%加碼歷史
NDAQNasdaq, Inc.COM3,706$28.6 萬<0.1%+1,562+72.9%加碼歷史
BDXBecton Dickinson & CoStock1,262$28.6 萬<0.1%+491+63.7%加碼歷史
VRNAVerona Pharma plcSPONSORED ADS6,158$28.6 萬<0.1%+5,964+3,074.2%加碼歷史
iShares Tr46435G672CORE INTL AGGR5,702$28.5 萬<0.1%+1,878+49.1%加碼–
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,748$28.4 萬<0.1%+62+2.3%加碼歷史
NVTnVent Electric plcSHS4,155$28.3 萬<0.1%+892+27.3%加碼歷史
NRGNRG Energy, Inc.Stock3,133$28.3 萬<0.1%+257+8.9%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,253$28.1 萬<0.1%+660+111.3%加碼–
QFINQfin Holdings, Inc.AMERICAN DEP7,302$28.0 萬<0.1%+7,135+4,272.5%加碼歷史
AFLAflac IncStock2,701$27.9 萬<0.1%+248+10.1%加碼歷史
LHLabcorp Holdings Inc.Stock1,217$27.9 萬<0.1%−41−3.3%減碼歷史
BPBP PLCADR9,423$27.9 萬<0.1%−4,004−29.8%減碼歷史
BCSBarclays PLCADR20,952$27.8 萬<0.1%+16,418+362.1%加碼歷史
COINCoinbase Global, Inc.COM CL A1,116$27.7 萬<0.1%−303−21.4%減碼歷史
TYLTyler Technologies IncCOM477$27.5 萬<0.1%+450+1,666.7%加碼歷史
ORealty Income CorpREIT5,128$27.4 萬<0.1%−98−1.9%減碼歷史
PSAPublic StorageCOM914$27.4 萬<0.1%+731+399.5%加碼歷史
DVADavita Inc.COM1,825$27.3 萬<0.1%+4+0.2%加碼歷史
ZTSZoetis Inc.Stock1,663$27.1 萬<0.1%−180−9.8%減碼歷史
APHAmphenol CorpCL A3,890$27.0 萬<0.1%+462+13.5%加碼歷史
OTISOtis Worldwide CorpStock2,881$26.7 萬<0.1%+47+1.7%加碼歷史
TDGTransDigm Group INCCOM209$26.5 萬<0.1%+31+17.4%加碼歷史
MCOMoodys CorpStock559$26.5 萬<0.1%+28+5.3%加碼歷史
CHEChemed CorpCOM498$26.4 萬<0.1%+33+7.1%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,112$26.4 萬<0.1%−18−0.8%減碼–
AMEAmetek IncCOM1,456$26.2 萬<0.1%+1+0.1%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$26.2 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF4,790$26.2 萬<0.1%+4,614+2,621.6%加碼–
ULTAUlta Beauty, Inc.Stock601$26.1 萬<0.1%+147+32.4%加碼歷史
ProShares Tr74347R107PSHS ULT S&P 5002,825$26.1 萬<0.1%+2,098+288.6%加碼–
KMIKinder Morgan, Inc.Stock9,535$26.1 萬<0.1%−31−0.3%減碼歷史
AYIAcuity Inc. (DE)Stock891$26.0 萬<0.1%+128+16.8%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR4,572$26.0 萬<0.1%−19−0.4%減碼歷史
NSCNorfolk Southern CorpStock1,104$25.9 萬<0.1%+9+0.8%加碼歷史
THOThor Industries IncCOM2,705$25.9 萬<0.1%+8+0.3%加碼歷史
EXPOExponent IncCOM2,905$25.9 萬<0.1%+22+0.8%加碼歷史
AEPAmerican Electric Power Co IncStock2,799$25.8 萬<0.1%−152−5.2%減碼歷史
ERICEricsson LM Telephone CoADR B SEK 1031,970$25.8 萬<0.1%+24,525+329.4%加碼歷史
CCICrown Castle Inc.REIT2,831$25.7 萬<0.1%+1,294+84.2%加碼歷史
IRMIron Mountain IncCOM2,427$25.5 萬<0.1%+751+44.8%加碼歷史
BSXBoston Scientific CorpStock2,850$25.5 萬<0.1%+421+17.3%加碼歷史
iShares Tr46436E619ESG ADVAN ETF5,967$25.3 萬<0.1%−3,425−36.5%減碼–
CMICummins IncStock726$25.3 萬<0.1%+84+13.1%加碼歷史
MOSMosaic CoCOM10,251$25.2 萬<0.1%+1,203+13.3%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD5,074$25.1 萬<0.1%−12,190−70.6%減碼–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 505,026$25.1 萬<0.1%+2,206+78.2%加碼–
SFMSprouts Farmers Market, Inc.COM1,975$25.1 萬<0.1%+77+4.1%加碼歷史
WDAYWorkday, Inc.CL A972$25.1 萬<0.1%+72+8.0%加碼歷史
FISFidelity National Information Services, Inc.Stock3,105$25.1 萬<0.1%−70−2.2%減碼歷史
CHDChurch & Dwight Co IncCOM2,392$25.0 萬<0.1%+382+19.0%加碼歷史
METMetlife IncStock3,029$24.8 萬<0.1%+178+6.2%加碼歷史
CICigna GroupStock897$24.8 萬<0.1%−54−5.7%減碼歷史
PPCPilgrims Pride CorpStock5,454$24.8 萬<0.1%+67+1.2%加碼歷史
PNRPENTAIR plcSHS2,456$24.7 萬<0.1%+826+50.7%加碼歷史
HEIHeico CorpCOM1,037$24.7 萬<0.1%+982+1,785.5%加碼歷史
MELIMercadolibre IncCOM145$24.7 萬<0.1%+80+123.1%加碼歷史
CAHCardinal Health IncStock2,084$24.6 萬<0.1%−266−11.3%減碼歷史
AONAon plcCL A682$24.5 萬<0.1%+14+2.1%加碼歷史
ARCCAres Capital CorpCEF11,173$24.5 萬<0.1%+28+0.3%加碼歷史
DEODiageo PLCSPON ADR NEW1,923$24.4 萬<0.1%+445+30.1%加碼歷史
MSCIMSCI Inc.Stock406$24.3 萬<0.1%+43+11.8%加碼歷史
GMGeneral Motors CoCOM4,565$24.3 萬<0.1%−621−12.0%減碼歷史
iShares Inc464286392MSCI WORLD ETF1,563$24.3 萬<0.1%+1,563新進–
FCXFreeport-McMoran IncStock6,365$24.2 萬<0.1%−1,921−23.2%減碼歷史
CMECME Group Inc.COM1,039$24.1 萬<0.1%+335+47.6%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM2,170$24.1 萬<0.1%+20+0.9%加碼歷史
SWSmurfit Westrock plcStock4,460$24.0 萬<0.1%+18+0.4%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,182$24.0 萬<0.1%+137+3.4%加碼–
VEEVVeeva Systems IncStock1,134$23.8 萬<0.1%+862+316.9%加碼歷史
SITESiteOne Landscape Supply, Inc.COM1,803$23.8 萬<0.1%−174−8.8%減碼歷史
VICIVici Properties Inc.COM8,126$23.7 萬<0.1%+4,028+98.3%加碼歷史
INFYInfosys LtdSPONSORED ADR10,806$23.7 萬<0.1%+6,458+148.5%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR16,318$23.6 萬<0.1%+14,016+608.9%加碼歷史
OLEDUniversal Display CorpCOM1,615$23.6 萬<0.1%+14+0.9%加碼歷史
FOURShift4 Payments, Inc.CL A2,272$23.6 萬<0.1%+714+45.8%加碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP3,593$23.5 萬<0.1%−1,467−29.0%減碼–
SPDR Series Trust78464A672ST INTER ETF8,411$23.4 萬<0.1%+3,123+59.1%加碼–
FTNTFortinet, Inc.Stock2,480$23.4 萬<0.1%+1,757+243.0%加碼歷史
ONOn Semiconductor CorpStock3,712$23.4 萬<0.1%+139+3.9%加碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,132$23.4 萬<0.1%+1,854+666.9%加碼歷史
KNSLKinsale Capital Group, Inc.Stock502$23.3 萬<0.1%+186+58.9%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