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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
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF4,133$23.3 萬<0.1%+4,000+3,007.5%加碼–
INTCIntel CorpStock11,556$23.2 萬<0.1%+3,703+47.2%加碼歷史
ADMArcher-Daniels-Midland CoStock4,577$23.1 萬<0.1%−49−1.1%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$23.1 萬<0.1%00.0%不變–
SHOPShopify Inc.Stock2,171$23.1 萬<0.1%−906−29.4%減碼歷史
OSISOsi Systems IncCOM1,379$23.1 萬<0.1%+45+3.4%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$23.0 萬<0.1%00.0%不變歷史
STESTERIS plcSHS USD1,117$23.0 萬<0.1%+330+41.9%加碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS21,145$22.9 萬<0.1%+20,186+2,104.9%加碼歷史
GLWCorning IncCOM4,800$22.8 萬<0.1%+1,563+48.3%加碼歷史
SONYSony Group CorpSPONSORED ADR10,769$22.8 萬<0.1%+294+2.8%加碼依 5 比 1 拆股換算歷史
UGIUgi CorpStock8,063$22.8 萬<0.1%+1,260+18.5%加碼歷史
LULUlululemon athletica inc.Stock593$22.7 萬<0.1%+41+7.4%加碼歷史
DDDuPont de Nemours, Inc.COM2,937$22.4 萬<0.1%+824+39.0%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,118$22.4 萬<0.1%+1,247+143.2%加碼歷史
SBACSba Communications CorpCL A1,093$22.3 萬<0.1%+1,002+1,101.1%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF5,402$22.2 萬<0.1%+5,402新進–
CARGCarGurus, Inc.COM CL A6,074$22.2 萬<0.1%+6,071+202,366.7%加碼歷史
GILDGilead Sciences, Inc.Stock2,399$22.2 萬<0.1%+167+7.5%加碼歷史
BIIBBiogen Inc.COM1,448$22.1 萬<0.1%+1,258+662.1%加碼歷史
iShares Russell Midcap ETF464287499ETF2,486$22.0 萬<0.1%00.0%不變–
INGING Groep NVSPONSORED ADR13,979$21.9 萬<0.1%+10,302+280.2%加碼歷史
MPWRMonolithic Power Systems, Inc.COM370$21.9 萬<0.1%+4+1.1%加碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$21.9 萬<0.1%00.0%不變–
SYYSysco CorpStock2,838$21.7 萬<0.1%+324+12.9%加碼歷史
RMBSRambus IncCOM4,095$21.6 萬<0.1%+3,978+3,400.0%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,971$21.6 萬<0.1%+343+7.4%加碼–
GRMNGarmin LtdSHS1,039$21.4 萬<0.1%+147+16.5%加碼歷史
PRUPrudential Financial IncStock1,804$21.4 萬<0.1%+17+1.0%加碼歷史
Etfis Ser Tr I26923G707VIRTUS NEWFLEET9,514$21.4 萬<0.1%+5,186+119.8%加碼–
CHTRCharter Communications, Inc.CL A622$21.3 萬<0.1%+34+5.8%加碼歷史
MRVLMarvell Technology, Inc.COM1,926$21.3 萬<0.1%−100−4.9%減碼歷史
PEGPublic Service Enterprise Group IncCOM2,494$21.1 萬<0.1%+881+54.6%加碼歷史
SNPSSynopsys IncCOM434$21.1 萬<0.1%+110+34.0%加碼歷史
HRHealthcare Realty Trust IncCL A COM12,405$21.0 萬<0.1%+9,504+327.6%加碼歷史
AIGAmerican International Group, Inc.Stock2,876$20.9 萬<0.1%+280+10.8%加碼歷史
KTKT CorpSPONSORED ADR13,489$20.9 萬<0.1%+8,634+177.8%加碼歷史
CNPCenterpoint Energy IncCOM6,595$20.9 萬<0.1%−298−4.3%減碼歷史
WUWestern Union COStock19,678$20.9 萬<0.1%+18,818+2,188.1%加碼歷史
WSTWest Pharmaceutical Services IncCOM635$20.8 萬<0.1%+537+548.0%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,145$20.8 萬<0.1%+1,761+458.6%加碼–
SMGScotts Miracle-Gro CoStock3,128$20.8 萬<0.1%+65+2.1%加碼歷史
HUBSHubSpot IncCOM297$20.7 萬<0.1%−94−24.0%減碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,852$20.5 萬<0.1%−26−0.3%減碼–
ITGartner IncCOM424$20.5 萬<0.1%+28+7.1%加碼歷史
LNGCheniere Energy, Inc.COM NEW952$20.5 萬<0.1%+318+50.2%加碼歷史
TTDTrade Desk, Inc.Stock1,733$20.4 萬<0.1%+771+80.1%加碼歷史
CHKPCheck Point Software Technologies LtdORD1,088$20.3 萬<0.1%+737+210.0%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR4,053$20.3 萬<0.1%+1,786+78.8%加碼歷史
NNNNNN REIT, Inc.REIT4,953$20.2 萬<0.1%+4,449+882.7%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS9,165$20.2 萬<0.1%+8,542+1,371.1%加碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,547$20.2 萬<0.1%−1,045−10.9%減碼–
IPInternational Paper CoCOM3,748$20.2 萬<0.1%−1,943−34.1%減碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,172$20.1 萬<0.1%+84+4.0%加碼歷史
HMYHarmony Gold Mining Co LtdADR24,378$20.0 萬<0.1%+23,156+1,894.9%加碼歷史
TBBKBancorp, Inc.COM3,781$19.9 萬<0.1%+420+12.5%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,475$19.9 萬<0.1%−437−7.4%減碼歷史
SUISun Communities IncCOM1,614$19.8 萬<0.1%+1,528+1,776.7%加碼歷史
MTBM&T Bank CorpCOM1,055$19.8 萬<0.1%−50−4.5%減碼歷史
TTETotalEnergies SESPONSORED ADS3,632$19.8 萬<0.1%+424+13.2%加碼歷史
EVREvercore Inc.CLASS A712$19.7 萬<0.1%+79+12.5%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,021$19.7 萬<0.1%+53+0.9%加碼–
CCEPCoca-Cola Europacific Partners plcSHS2,558$19.7 萬<0.1%+31+1.2%加碼歷史
RYRoyal Bank of CanadaStock1,628$19.6 萬<0.1%+157+10.7%加碼歷史
SPDR Series Trust78468R812ST STR MSCI USAQ1,258$19.5 萬<0.1%+1,258新進–
CSGPCostar Group, Inc.COM2,717$19.5 萬<0.1%+2,387+723.3%加碼歷史
REXRRexford Industrial Realty, Inc.COM5,017$19.4 萬<0.1%+4,090+441.2%加碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$19.4 萬<0.1%00.0%不變–
Timothy Plan887432284US LARGE MID CP7,576$19.4 萬<0.1%−1,315−14.8%減碼–
WFWoori Financial Group Inc.SPONSORED ADS6,154$19.2 萬<0.1%−418−6.4%減碼歷史
TEAMAtlassian CorpCL A789$19.2 萬<0.1%+229+40.9%加碼歷史
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN7,857$19.2 萬<0.1%+7,857新進–
NTAPNetApp, Inc.Stock1,642$19.1 萬<0.1%+255+18.4%加碼歷史
BAXBaxter International IncStock6,455$18.8 萬<0.1%+3,123+93.7%加碼歷史
EAElectronic Arts Inc.COM1,285$18.8 萬<0.1%−220−14.6%減碼歷史
EMEEMCOR Group, Inc.Stock414$18.8 萬<0.1%+98+31.0%加碼歷史
IDXXIDEXX Laboratories IncCOM453$18.7 萬<0.1%+201+79.8%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF3,947$18.7 萬<0.1%+12+0.3%加碼–
iShares Tr46429B7470-5 YR TIPS ETF1,857$18.7 萬<0.1%−194−9.5%減碼–
MFCManulife Financial CorpCOM6,060$18.6 萬<0.1%+294+5.1%加碼歷史
NSPInsperity, Inc.COM2,401$18.6 萬<0.1%−706−22.7%減碼歷史
MTDMettler Toledo International IncCOM152$18.6 萬<0.1%+34+28.8%加碼歷史
TWLOTwilio IncCL A1,720$18.6 萬<0.1%+209+13.8%加碼歷史
VMCVulcan Materials COCOM721$18.5 萬<0.1%−19−2.6%減碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS18,360$18.5 萬<0.1%−166−0.9%減碼歷史
AXONAxon Enterprise, Inc.COM311$18.5 萬<0.1%+34+12.3%加碼歷史
RACEFerrari N.V.COM431$18.3 萬<0.1%+15+3.6%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock17,301$18.3 萬<0.1%+14,521+522.3%加碼歷史
ITTItt Inc.COM1,279$18.3 萬<0.1%+116+10.0%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,993$18.1 萬<0.1%+383+23.8%加碼–
EGPEastgroup Properties IncCOM1,125$18.1 萬<0.1%+366+48.2%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,293$18.0 萬<0.1%+61+5.0%加碼–
LADLithia Motors IncCOM501$17.9 萬<0.1%+92+22.5%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF852$17.9 萬<0.1%+34+4.2%加碼–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,443$17.9 萬<0.1%−366−6.3%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE4,175$17.8 萬<0.1%+4,075+4,075.0%加碼–
GLOBGlobant S.A.COM831$17.8 萬<0.1%+808+3,513.0%加碼歷史
EBAYeBay IncCOM2,874$17.8 萬<0.1%+250+9.5%加碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,228$17.7 萬<0.1%−4−0.1%減碼–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,540$17.7 萬<0.1%00.0%不變–

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