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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
SNYSanofiSPONSORED ADR2,917$14.1 萬<0.1%−1,227−29.6%減碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,587$14.0 萬<0.1%+3+0.1%加碼–
HLNHaleon plcADR14,601$13.9 萬<0.1%+2,747+23.2%加碼歷史
SOFISoFi Technologies, Inc.Stock8,991$13.8 萬<0.1%−1,193−11.7%減碼歷史
FFord Motor CoStock13,982$13.8 萬<0.1%−16,611−54.3%減碼歷史
iShares Tips Bond ETF464287176ETF1,292$13.8 萬<0.1%−263−16.9%減碼–
CHTChunghwa Telecom Co LtdSPON ADR NEW113,647$13.7 萬<0.1%+195+5.6%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF5,298$13.7 萬<0.1%+3,074+138.2%加碼依 2 比 1 拆股換算–
ESEversource EnergyStock2,381$13.7 萬<0.1%+703+41.9%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF1,840$13.6 萬<0.1%−2,000−52.1%減碼歷史
FHNFirst Horizon CorpCOM6,751$13.6 萬<0.1%+3,801+128.8%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1,348$13.5 萬<0.1%+996+283.0%加碼–
GWWW.W. Grainger, Inc.Stock128$13.5 萬<0.1%+15+13.3%加碼歷史
TELTE Connectivity plcStock941$13.4 萬<0.1%+226+31.6%加碼歷史
iShares Tr46434V787YLD OPTIM BD6,054$13.4 萬<0.1%+141+2.4%加碼–
iShares Tr4642874407-10 YR TRSY BD1,449$13.4 萬<0.1%+1,353+1,409.4%加碼–
AGNTAGNT, Inc.COM11,540$13.3 萬<0.1%−4,071−26.1%減碼歷史
APAAPA CorpStock5,714$13.2 萬<0.1%+3,067+115.9%加碼歷史
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$13.2 萬<0.1%+1,336新進–
American Centy ETF Tr025072232AVANTIS ALL EQT1,815$13.1 萬<0.1%+812+81.0%加碼–
KBHKB HomeCOM1,995$13.1 萬<0.1%+5+0.3%加碼歷史
KRKroger CoStock2,142$13.1 萬<0.1%+227+11.9%加碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.1 萬<0.1%00.0%不變歷史
SSBSouthState Bank CorpCOM1,314$13.1 萬<0.1%−16−1.2%減碼歷史
EQHEquitable Holdings, Inc.COM2,756$13.0 萬<0.1%+134+5.1%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A2,132$13.0 萬<0.1%−30−1.4%減碼歷史
EXRExtra Space Storage Inc.COM866$13.0 萬<0.1%+615+245.0%加碼歷史
YUMYum Brands IncStock961$12.9 萬<0.1%+30+3.2%加碼歷史
EGOEldorado Gold CorpCOM8,663$12.9 萬<0.1%+61+0.7%加碼歷史
AAgilent Technologies, Inc.COM957$12.9 萬<0.1%+145+17.9%加碼歷史
NUENucor CorpCOM1,093$12.8 萬<0.1%+370+51.2%加碼歷史
HUBBHubbell IncCOM303$12.7 萬<0.1%−18−5.6%減碼歷史
SPBSpectrum Brands Holdings, Inc.COM1,490$12.6 萬<0.1%+5+0.3%加碼歷史
FDSFactset Research Systems IncStock262$12.6 萬<0.1%−36−12.1%減碼歷史
COLDAmericold Realty TrustCOM5,868$12.6 萬<0.1%+5,723+3,946.9%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS14,703$12.6 萬<0.1%+7,250+97.3%加碼歷史
TOSTToast, Inc.Stock3,435$12.5 萬<0.1%+358+11.6%加碼歷史
CDWCDW CorpCOM713$12.4 萬<0.1%−886−55.4%減碼歷史
iShares Tr464287150CORE S&P TTL STK965$12.4 萬<0.1%−546−36.1%減碼–
IMOImperial Oil LtdCOM NEW2,012$12.4 萬<0.1%−99−4.7%減碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF2,319$12.4 萬<0.1%+77+3.4%加碼–
IEXIdex CorpCOM590$12.3 萬<0.1%+196+49.7%加碼歷史
VanEck Semiconductor ETF92189F676ETF509$12.3 萬<0.1%+13+2.6%加碼–
LOGILogitech International S.A.SHS1,494$12.3 萬<0.1%+213+16.6%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,654$12.2 萬<0.1%00.0%不變–
HSBCHSBC Holdings PLCSPON ADR NEW2,473$12.2 萬<0.1%+559+29.2%加碼歷史
HUMHumana IncStock479$12.2 萬<0.1%+33+7.4%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,364$12.1 萬<0.1%+281+25.9%加碼–
LSCCLattice Semiconductor CorpCOM2,114$12.0 萬<0.1%+59+2.9%加碼歷史
CMSCMS Energy CorpCOM1,791$11.9 萬<0.1%−464−20.6%減碼歷史
FUTUFutu Holdings LtdSPON ADS CL A1,490$11.9 萬<0.1%+1,262+553.5%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF3,967$11.9 萬<0.1%+2,782+234.8%加碼–
THCTenet Healthcare CorpCOM NEW940$11.9 萬<0.1%+80+9.3%加碼歷史
Schwab Strategic Tr808524680LONG TERM US3,772$11.9 萬<0.1%00.0%不變–
Timothy Plan887432276HIGH DIVIDEND4,765$11.8 萬<0.1%−1,702−26.3%減碼–
HMCHonda Motor Co LtdADR ECH CNV IN 34,111$11.7 萬<0.1%+507+14.1%加碼歷史
Ea Series Trust02072L680STRIVE 500 ETF3,098$11.7 萬<0.1%00.0%不變–
iShares Tr46435G268RUSEL 2500 ETF1,719$11.7 萬<0.1%+5+0.3%加碼–
ALGNAlign Technology IncCOM560$11.7 萬<0.1%+335+148.9%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,534$11.7 萬<0.1%+4+0.3%加碼–
ANDEAndersons, Inc.COM2,866$11.6 萬<0.1%+412+16.8%加碼歷史
ABNBAirbnb, Inc.Stock880$11.6 萬<0.1%−120−12.0%減碼歷史
GILGildan Activewear Inc.Stock2,454$11.5 萬<0.1%+1,594+185.3%加碼歷史
RSReliance, Inc.COM423$11.4 萬<0.1%+18+4.4%加碼歷史
ROSTRoss Stores, Inc.COM753$11.4 萬<0.1%+196+35.2%加碼歷史
TECKTeck Resources LtdCL B2,807$11.4 萬<0.1%−460−14.1%減碼歷史
CRSCarpenter Technology CorpCOM669$11.4 萬<0.1%+71+11.9%加碼歷史
PIPRPiper Sandler CompaniesCOM375$11.2 萬<0.1%+87+30.2%加碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF4,789$11.1 萬<0.1%+4,327+936.6%加碼–
LUVSouthwest Airlines CoCOM3,298$11.1 萬<0.1%+814+32.8%加碼歷史
IESCIES Holdings, Inc.COM551$11.1 萬<0.1%+99+21.9%加碼歷史
HALOHalozyme Therapeutics, Inc.COM2,300$11.0 萬<0.1%+30+1.3%加碼歷史
PSOPearson PLCSPONSORED ADR6,807$11.0 萬<0.1%+1,937+39.8%加碼歷史
TSNTyson Foods, Inc.Stock1,896$10.9 萬<0.1%+173+10.0%加碼歷史
EXELExelixis, Inc.COM3,269$10.9 萬<0.1%+947+40.8%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF2,287$10.8 萬<0.1%−76−3.2%減碼–
TTWOTake Two Interactive Software IncCOM587$10.8 萬<0.1%+45+8.3%加碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$10.8 萬<0.1%+1,217+6,085.0%加碼–
BNBROOKFIELD CorpCL A LTD VT SH1,871$10.7 萬<0.1%−1,437−43.4%減碼歷史
VLTOVeralto CorpStock1,054$10.7 萬<0.1%+213+25.3%加碼歷史
KVUEKenvue Inc.Stock5,022$10.7 萬<0.1%+249+5.2%加碼歷史
DOCHealthpeak Properties, Inc.COM5,275$10.7 萬<0.1%+212+4.2%加碼歷史
NLYAnnaly Capital Management IncREIT5,839$10.7 萬<0.1%+429+7.9%加碼歷史
HESHess CorpStock798$10.6 萬<0.1%+132+19.8%加碼歷史
DNPDNP Select Income Fund IncCOM11,995$10.6 萬<0.1%+1,110+10.2%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,101$10.6 萬<0.1%+6+0.2%加碼歷史
iShares Tr46434V4070-5YR HI YL CP2,476$10.5 萬<0.1%−1,564−38.7%減碼–
RPRXRoyalty Pharma plcSHS CLASS A4,112$10.5 萬<0.1%+818+24.8%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,601$10.3 萬<0.1%+5+0.2%加碼–
VNTVontier CorpStock2,822$10.3 萬<0.1%+135+5.0%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$10.3 萬<0.1%+300+13.1%加碼–
FCNCAFirst Citizens Bancshares IncCL A48$10.1 萬<0.1%−21−30.4%減碼歷史
COOPMaverick Merger Sub 2, LLCCOM1,052$10.1 萬<0.1%+3+0.3%加碼歷史
KKellanovaStock1,246$10.1 萬<0.1%−168−11.9%減碼歷史
Vanguard Materials ETF92204A801ETF536$10.1 萬<0.1%00.0%不變–
WECWec Energy Group, Inc.Stock1,067$10.0 萬<0.1%+96+9.9%加碼歷史
BNYBank of New York Mellon CorpStock1,295$9.95 萬<0.1%+259+25.0%加碼歷史
NXPINXP Semiconductors N.V.COM478$9.95 萬<0.1%−184−27.8%減碼歷史
TKOTKO Group Holdings, Inc.CL A700$9.94 萬<0.1%−67−8.7%減碼歷史
TRPTC Energy CorpCOM2,129$9.91 萬<0.1%−27−1.3%減碼歷史

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