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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
RBB FD Inc74933W452F/M US TREASURY3,532$17.6 萬<0.1%+470+15.3%加碼–
LWLamb Weston Holdings, Inc.Stock2,618$17.5 萬<0.1%−90−3.3%減碼歷史
TROWPrice T Rowe Group IncStock1,547$17.5 萬<0.1%+1,145+284.8%加碼歷史
MUSAMurphy USA Inc.COM348$17.5 萬<0.1%+51+17.2%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF472$17.3 萬<0.1%+457+3,046.7%加碼–
iShares Tr46435G243ESG AWRE 1 5 YR6,995$17.3 萬<0.1%+436+6.6%加碼–
TRVTravelers Companies, Inc.Stock717$17.3 萬<0.1%+47+7.0%加碼歷史
MCHPMicrochip Technology IncStock2,988$17.1 萬<0.1%+1,069+55.7%加碼歷史
MARMarriott International IncStock613$17.1 萬<0.1%+120+24.3%加碼歷史
BKHBlack Hills CorpCOM2,919$17.1 萬<0.1%+222+8.2%加碼歷史
EXCExelon CorpStock4,530$17.1 萬<0.1%+7+0.2%加碼歷史
FORForestar Group Inc.COM6,562$17.0 萬<0.1%+602+10.1%加碼歷史
SSNCSS&C Technologies Holdings IncCOM2,241$17.0 萬<0.1%+717+47.0%加碼歷史
TGTTarget CorpStock1,253$16.9 萬<0.1%−291−18.8%減碼歷史
iShares Tr464288638ISHS 5-10YR INVT3,273$16.9 萬<0.1%00.0%不變–
CFCF Industries Holdings, Inc.COM1,974$16.8 萬<0.1%+932+89.4%加碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF7,148$16.8 萬<0.1%+7,148新進–
Fidelity MSCI Information Technology Index ETF316092808ETF905$16.7 萬<0.1%+905新進–
LOPEGrand Canyon Education, Inc.COM1,021$16.7 萬<0.1%+744+268.6%加碼歷史
TCOMTrip.com Group LtdADS2,419$16.6 萬<0.1%+2,045+546.8%加碼歷史
HCAHCA Healthcare, Inc.COM549$16.5 萬<0.1%+31+6.0%加碼歷史
BRXBrixmor Property Group Inc.COM5,911$16.5 萬<0.1%+5,857+10,846.3%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,248$16.4 萬<0.1%+1,248新進–
GEHCGE HealthCare Technologies Inc.Stock2,094$16.4 萬<0.1%+484+30.1%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock722$16.3 萬<0.1%+64+9.7%加碼歷史
BABAAlibaba Group Holding LtdADR1,923$16.3 萬<0.1%−922−32.4%減碼歷史
CCJCameco CorpStock3,172$16.3 萬<0.1%+56+1.8%加碼歷史
VRTXVertex Pharmaceuticals IncStock405$16.3 萬<0.1%−28−6.5%減碼歷史
ROKRockwell Automation, IncStock571$16.3 萬<0.1%+5+0.9%加碼歷史
BKRBaker Hughes CoCL A3,972$16.3 萬<0.1%−350−8.1%減碼歷史
SLBSLB LimitedStock4,245$16.3 萬<0.1%+522+14.0%加碼歷史
ECLEcolab Inc.Stock694$16.3 萬<0.1%+91+15.1%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW6,412$16.2 萬<0.1%−248−3.7%減碼歷史
JGHNuveen Global High Income FundSHS12,569$16.1 萬<0.1%+296+2.4%加碼歷史
VRTVertiv Holdings CoCOM CL A1,419$16.1 萬<0.1%−920−39.3%減碼歷史
JCIJohnson Controls International plcStock2,041$16.1 萬<0.1%+238+13.2%加碼歷史
Kraneshares Trust500767306CSI CHI INTERNET5,505$16.1 萬<0.1%+250+4.8%加碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF778$16.1 萬<0.1%+711+1,061.2%加碼–
PCGPG&E CorpStock7,971$16.1 萬<0.1%+996+14.3%加碼歷史
BF.BBrown Forman CorpStock4,222$16.0 萬<0.1%+2,684+174.5%加碼歷史
TRMBTrimble Inc.COM2,261$16.0 萬<0.1%+262+13.1%加碼歷史
HPQHP IncStock4,888$16.0 萬<0.1%−424−8.0%減碼歷史
CTASCintas CorpStock872$15.9 萬<0.1%+500+134.4%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF7,005$15.9 萬<0.1%+75+1.1%加碼依 3 比 1 拆股換算–
CFGCitizens Financial Group IncCOM3,633$15.9 萬<0.1%+364+11.1%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS24,601$15.9 萬<0.1%+24,601新進歷史
ANSSAnsys IncCOM471$15.9 萬<0.1%+344+270.9%加碼歷史
GNRCGenerac Holdings Inc.Stock1,018$15.8 萬<0.1%+28+2.8%加碼歷史
URIUnited Rentals, Inc.COM223$15.7 萬<0.1%+10+4.7%加碼歷史
GVAGranite Construction IncCOM1,793$15.7 萬<0.1%+8+0.4%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS2,459$15.7 萬<0.1%−417−14.5%減碼歷史
MKCMcCormick & Co IncStock2,060$15.7 萬<0.1%+220+12.0%加碼歷史
HPEHewlett Packard Enterprise CoCOM7,324$15.6 萬<0.1%+1,442+24.5%加碼歷史
AITApplied Industrial Technologies IncCOM652$15.6 萬<0.1%+146+28.9%加碼歷史
CPRTCopart IncCOM2,720$15.6 萬<0.1%+156+6.1%加碼歷史
ZMZoom Communications, Inc.Stock1,908$15.6 萬<0.1%+281+17.3%加碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,205$15.5 萬<0.1%00.0%不變歷史
IVTInvenTrust Properties Corp.COM NEW5,133$15.5 萬<0.1%+3,462+207.2%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock813$15.4 萬<0.1%+179+28.2%加碼歷史
HBANHuntington Bancshares IncCOM9,456$15.4 萬<0.1%+4,666+97.4%加碼歷史
JWNNordstrom IncStock6,300$15.2 萬<0.1%+6,003+2,021.2%加碼歷史
OPRAOpera LtdSPONSORED ADS8,000$15.2 萬<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC3,267$15.1 萬<0.1%+286+9.6%加碼–
IFFInternational Flavors & Fragrances IncCOM1,783$15.1 萬<0.1%+1,312+278.6%加碼歷史
DOWDow Inc.Stock3,754$15.1 萬<0.1%+1,044+38.5%加碼歷史
RIORio Tinto PLCADR2,558$15.0 萬<0.1%−23−0.9%減碼歷史
ANAutonation, Inc.COM878$14.9 萬<0.1%−13−1.5%減碼歷史
DGDollar General CorpCOM1,966$14.9 萬<0.1%−227−10.4%減碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$14.9 萬<0.1%+1,348+132.0%加碼–
ADSKAutodesk, Inc.COM503$14.9 萬<0.1%+42+9.1%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY3,993$14.8 萬<0.1%+534+15.4%加碼–
CPBCAMPBELL'S CoCOM3,539$14.8 萬<0.1%+3,058+635.8%加碼歷史
PINSPinterest, Inc.CL A5,110$14.8 萬<0.1%+23+0.5%加碼歷史
ILMNIllumina, Inc.COM1,108$14.8 萬<0.1%+156+16.4%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$14.8 萬<0.1%00.0%不變–
APPAppLovin CorpCOM CL A454$14.7 萬<0.1%−475−51.1%減碼歷史
BMOBank of MontrealCOM1,514$14.7 萬<0.1%−33−2.1%減碼歷史
American Centy ETF Tr025072885US EQT ETF1,515$14.7 萬<0.1%+154+11.3%加碼–
MEDPMedpace Holdings, Inc.COM441$14.7 萬<0.1%+405+1,125.0%加碼歷史
CTSHCognizant Technology Solutions CorpCL A1,902$14.6 萬<0.1%−377−16.5%減碼歷史
GWREGuidewire Software, Inc.COM864$14.6 萬<0.1%+641+287.4%加碼歷史
GPIGroup 1 Automotive IncCOM346$14.6 萬<0.1%+41+13.4%加碼歷史
ELEstee Lauder Companies IncCL A1,942$14.6 萬<0.1%+1,565+415.1%加碼歷史
DTEDte Energy CoCOM1,205$14.6 萬<0.1%+90+8.1%加碼歷史
SGNSigning Day Sports, Inc.COM55,302$14.5 萬<0.1%−2,668,392−98.0%減碼歷史
STTState Street CorpCOM1,476$14.5 萬<0.1%+74+5.3%加碼歷史
WTWWillis Towers Watson PLCSHS462$14.5 萬<0.1%+7+1.5%加碼歷史
EDConsolidated Edison IncStock1,620$14.5 萬<0.1%+1,334+466.4%加碼歷史
ORIOld Republic International CorpCOM3,989$14.4 萬<0.1%+592+17.4%加碼歷史
IRIngersoll Rand Inc.COM1,595$14.4 萬<0.1%+233+17.1%加碼歷史
WDCWestern Digital CorpCOM2,419$14.4 萬<0.1%+70+3.0%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT24,406$14.4 萬<0.1%+18,530+315.4%加碼歷史
ESIElement Solutions IncCOM5,649$14.4 萬<0.1%+1,963+53.3%加碼歷史
ENTGEntegris IncCOM1,448$14.3 萬<0.1%+617+74.2%加碼歷史
PAYCPaycom Software, Inc.Stock698$14.3 萬<0.1%+378+118.1%加碼歷史
INVHInvitation Homes Inc.COM4,453$14.2 萬<0.1%+4,338+3,772.2%加碼歷史
GSKGSK plcADR4,189$14.2 萬<0.1%+1,902+83.2%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,346$14.2 萬<0.1%+6+0.3%加碼–
SCCOSouthern Copper CorpStock1,550$14.1 萬<0.1%−3−0.2%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,012$14.1 萬<0.1%+299+17.5%加碼–

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