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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
2,376
較 2022 年第 4 季 +74
總值
$8.03 億
較 2022 年第 4 季 +$1.43 億 (+21.6%)
申報日
2023/5/11
SEC
EverSource Wealth Advisors, LLC 在 2023 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CBOECboe Global Markets, Inc.COM89$1.19 萬<0.1%+54+154.3%加碼歷史
FLFoot Locker, Inc.COM302$1.20 萬<0.1%+18+6.3%加碼歷史
Timothy Plan887432334INTL ETF481$1.20 萬<0.1%00.0%不變–
Chiron Real Estate Inc.37954A204COM NEW1,323$1.21 萬<0.1%−323−19.6%減碼–
HASIHA Sustainable Infrastructure Capital, Inc.COM422$1.21 萬<0.1%+242+134.4%加碼歷史
HIGHartford Insurance Group, Inc.Stock174$1.21 萬<0.1%−343−66.3%減碼歷史
CSLCarlisle Companies IncCOM54$1.22 萬<0.1%+4+8.0%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99991,203$1.22 萬<0.1%+374+45.1%加碼歷史
MRTNMarten Transport LtdCOM585$1.23 萬<0.1%−725−55.3%減碼歷史
XPROExpro LtdCOM681$1.25 萬<0.1%00.0%不變歷史
TREELendingTree, Inc.COM473$1.26 萬<0.1%+117+32.9%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$1.27 萬<0.1%−6−6.6%減碼–
SPDR Series Trust78468R804ST STR R1K LOWV93$1.27 萬<0.1%00.0%不變–
RPT Realty74971D101SH BEN INT1,341$1.28 萬<0.1%00.0%不變–
AEOAmerican Eagle Outfitters IncCOM954$1.28 萬<0.1%+511+115.3%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A27$1.29 萬<0.1%+15+125.0%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR599$1.30 萬<0.1%−295−33.0%減碼歷史
DNBDun & Bradstreet Holdings, Inc.COM1,108$1.30 萬<0.1%+67+6.4%加碼歷史
GFFGriffon CorpCOM408$1.31 萬<0.1%−56−12.1%減碼歷史
ROGRogers CorpCOM80$1.31 萬<0.1%+80新進歷史
EVRGEvergy, Inc.Stock214$1.31 萬<0.1%+14+7.0%加碼歷史
UAAUnder Armour, Inc.Stock1,388$1.32 萬<0.1%+300+27.6%加碼歷史
iShares S&P 500 Value ETF464287408ETF87$1.32 萬<0.1%−29−25.0%減碼–
OUTOUTFRONT Media Inc.COM814$1.32 萬<0.1%+552+210.7%加碼歷史
JBTMJBT Marel CorpCOM121$1.32 萬<0.1%+91+303.3%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF195$1.32 萬<0.1%00.0%不變–
PLUSEplus IncCOM270$1.32 萬<0.1%00.0%不變歷史
CENTACentral Garden & Pet CoCL A NON-VTG340$1.33 萬<0.1%00.0%不變歷史
Fidelity MSCI Information Technology Index ETF316092808ETF117$1.33 萬<0.1%+117新進–
SSTKShutterstock, Inc.COM184$1.34 萬<0.1%00.0%不變歷史
Vanguard Consumer Staples ETF92204A207ETF69$1.34 萬<0.1%−7−9.2%減碼–
GPCGenuine Parts CoStock80$1.34 萬<0.1%−8−9.1%減碼歷史
NRGNRG Energy, Inc.Stock391$1.34 萬<0.1%+112+40.1%加碼歷史
iShares Inc464286392MSCI WORLD ETF114$1.34 萬<0.1%00.0%不變–
CNKCinemark Holdings, Inc.COM907$1.34 萬<0.1%+657+262.8%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.34 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P854ESG HI TLD CRP649$1.35 萬<0.1%00.0%不變–
INVEINVE Technologies, Inc.COM NEW2,195$1.35 萬<0.1%00.0%不變歷史
BGSB&G Foods, Inc.COM868$1.35 萬<0.1%+481+124.3%加碼歷史
MLMMartin Marietta Materials IncCOM38$1.35 萬<0.1%00.0%不變歷史
DLXDeluxe CorpCOM844$1.35 萬<0.1%+698+478.1%加碼歷史
Natura &CO Hldg S A63884N108ADS2,587$1.35 萬<0.1%+447+20.9%加碼–
NMIHNMI Holdings, Inc.COM605$1.35 萬<0.1%−133−18.0%減碼歷史
CECelanese CorpStock125$1.36 萬<0.1%−5−3.8%減碼歷史
EMBCEmbecta Corp.Stock487$1.37 萬<0.1%−159−24.6%減碼歷史
WHRWhirlpool CorpStock104$1.37 萬<0.1%+2+2.0%加碼歷史
HAINHain Celestial Group IncCOM803$1.38 萬<0.1%+96+13.6%加碼歷史
NTESNetEase, Inc.SPONSORED ADS156$1.38 萬<0.1%+27+20.9%加碼歷史
NCZVirtus Convertible & Income Fund IICOM4,632$1.39 萬<0.1%00.0%不變歷史
ARNCArconic CorpCOM530$1.39 萬<0.1%+127+31.5%加碼歷史
CRGYCrescent Energy CoCL A COM1,235$1.40 萬<0.1%−28−2.2%減碼歷史
MODModine Manufacturing CoCOM607$1.40 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX293$1.40 萬<0.1%00.0%不變–
ARCBArcbest CorpCOM152$1.40 萬<0.1%−59−28.0%減碼歷史
WMSAdvanced Drainage Systems, Inc.COM167$1.41 萬<0.1%−29−14.8%減碼歷史
BANRBanner CorpCOM NEW259$1.41 萬<0.1%−59−18.6%減碼歷史
DEIDouglas Emmett IncCOM1,145$1.41 萬<0.1%+421+58.1%加碼歷史
DTEDte Energy CoCOM129$1.41 萬<0.1%−5−3.7%減碼歷史
TTMITTM Technologies IncCOM1,049$1.42 萬<0.1%+5+0.5%加碼歷史
FBPFirst BancorpCOM NEW1,240$1.42 萬<0.1%−505−28.9%減碼歷史
SNVSynovus Financial CorpCOM NEW462$1.42 萬<0.1%+66+16.7%加碼歷史
Barrick Gold Corp067901108COM769$1.43 萬<0.1%+140+22.3%加碼–
SIGISelective Insurance Group IncCOM150$1.43 萬<0.1%00.0%不變歷史
EFOREverforth IncCOM173$1.43 萬<0.1%+18+11.6%加碼歷史
ITRIItron, Inc.COM259$1.44 萬<0.1%+157+153.9%加碼歷史
RMDResmed IncCOM66$1.45 萬<0.1%+36+120.0%加碼歷史
KEYKeycorpCOM1,158$1.45 萬<0.1%−12−1.0%減碼歷史
JBGSJBG Smith PropertiesCOM966$1.45 萬<0.1%+925+2,256.1%加碼歷史
CTRACoterra Energy Inc.Stock594$1.46 萬<0.1%+177+42.4%加碼歷史
DVADavita Inc.COM180$1.46 萬<0.1%+99+122.2%加碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF334$1.46 萬<0.1%+334新進–
FEFirstenergy CorpCOM366$1.47 萬<0.1%+106+40.8%加碼歷史
CVSACovista Inc.COM382$1.48 萬<0.1%−93−19.6%減碼歷史
ATIAti IncStock374$1.48 萬<0.1%00.0%不變歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.48 萬<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR180$1.48 萬<0.1%+26+16.9%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF769$1.48 萬<0.1%−21−2.7%減碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF393$1.48 萬<0.1%+194+97.5%加碼–
CZRCaesars Entertainment, Inc.COM306$1.49 萬<0.1%+117+61.9%加碼歷史
KNKnowles CorpCOM879$1.49 萬<0.1%−411−31.9%減碼歷史
WIXWix.com Ltd.SHS150$1.50 萬<0.1%00.0%不變歷史
iShares Tr464287754US INDUSTRIALS150$1.50 萬<0.1%00.0%不變–
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR1,880$1.50 萬<0.1%00.0%不變歷史
iShares Tr464287796U.S. ENERGY ETF349$1.53 萬<0.1%−638−64.6%減碼–
GLGlobe Life Inc.COM139$1.53 萬<0.1%00.0%不變歷史
BNSBank of Nova ScotiaCOM304$1.53 萬<0.1%+146+92.4%加碼歷史
GATXGatx CorpCOM140$1.54 萬<0.1%−3−2.1%減碼歷史
EXPEExpedia Group, Inc.Stock159$1.54 萬<0.1%+11+7.4%加碼歷史
MATMattel IncCOM839$1.54 萬<0.1%+80+10.5%加碼歷史
TFXTeleflex IncCOM61$1.55 萬<0.1%+2+3.4%加碼歷史
DOCHealthpeak Properties, Inc.COM706$1.55 萬<0.1%−60−7.8%減碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT1,300$1.55 萬<0.1%00.0%不變歷史
BRMKBroadmark Realty Capital Inc.COM3,306$1.55 萬<0.1%+3,306新進歷史
LFUSLittelfuse IncCOM58$1.55 萬<0.1%−9−13.4%減碼歷史
RPMRPM International IncCOM178$1.56 萬<0.1%+178新進歷史
GMABGenmab A/SSPONSORED ADS412$1.56 萬<0.1%+338+456.8%加碼歷史
HOLXHologic IncCOM194$1.57 萬<0.1%+24+14.1%加碼歷史
RESRPC IncCOM2,038$1.57 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM118$1.57 萬<0.1%+68+136.0%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,106$1.58 萬<0.1%00.0%不變歷史

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

EverSource Wealth Advisors, LLC 在 2023 年第 1 季的選擇權部位
證券類別賣權買權
SPDR S&P 500 ETF Tr78462F953PUT$4.60 萬–

2022 年第 4 季之後清倉（234 檔）

2022 年第 4 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 234 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
KNTKKinetik Holdings Inc.COM NEW CL A2,488$8.23 萬<0.1%歷史
IIPRInnovative Industrial Properties IncCOM682$6.91 萬<0.1%歷史
iShares U S ETF Tr46431W598BLOOMBERG ROLL1,009$5.50 萬<0.1%–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS2,362$5.43 萬<0.1%–
STORStore Capital LLCCOM1,441$4.62 萬<0.1%歷史
ProShares Tr74347R131SHRT HGH YIELD2,056$3.91 萬<0.1%–
SIVBSVB Financial GroupCOM157$3.61 萬<0.1%歷史
HBIHanesbrands Inc.COM5,394$3.43 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF148$3.27 萬<0.1%–
SJISouth Jersey Industries IncCOM900$3.20 萬<0.1%歷史
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV800$2.92 萬<0.1%–
EVGEaton Vance Short Duration Diversified Income FundCOM2,750$2.80 萬<0.1%歷史
TGNATegna IncCOM1,267$2.68 萬<0.1%歷史
Safehold Inc.45031U101COM3,300$2.52 萬<0.1%–
AAWWAtlas Air Worldwide Holdings IncCOM NEW239$2.41 萬<0.1%歷史
NTCTNetscout Systems IncCOM664$2.16 萬<0.1%歷史
Signature BK New York N Y82669G104COM182$2.10 萬<0.1%–
BLWBlackRock Ltd Duration Income TrustCOM SHS1,500$1.96 萬<0.1%歷史
WHFWhiteHorse Finance, Inc.COM1,500$1.96 萬<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM242$1.81 萬<0.1%歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF1,480$1.80 萬<0.1%歷史
CUROCURO Group Holdings Corp.COM4,344$1.54 萬<0.1%歷史
BOHBank of Hawaii CorpCOM192$1.49 萬<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF150$1.48 萬<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF190$1.41 萬<0.1%–
APPSDigital Turbine, Inc.COM NEW885$1.35 萬<0.1%歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES459$1.19 萬<0.1%–
Invesco DB Multi-Sector Comm46140H601GOLD FD227$1.15 萬<0.1%–
iShares Tr46435U853BROAD USD HIGH327$1.13 萬<0.1%–
TWKSThoughtworks Holding, Inc.COM1,070$1.09 萬<0.1%歷史
UPLDUpland Software, Inc.COM1,491$1.06 萬<0.1%歷史
OPTUOptimum Communications, Inc.CL A2,311$1.06 萬<0.1%歷史
CHGGChegg, IncCOM404$1.02 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST110$9,899<0.1%–
NEWRNew Relic, Inc.COM175$9,879<0.1%歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH62$9,556<0.1%–
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS100$8,637<0.1%–
Micro Focus Intl PLC594837403SPON ADR NEW1,344$8,481<0.1%–
RMRegional Management Corp.COM299$8,396<0.1%歷史
SPDR Series Trust78468R812ST STR MSCI USAQ71$7,832<0.1%–
SWIMLatham Group, Inc.COM2,432$7,831<0.1%歷史
WLDNWilldan Group, Inc.COM426$7,604<0.1%歷史
BIRDSmartbird, Inc.COM CL A3,130$7,575<0.1%歷史
COUPCoupa Software IncCOM95$7,521<0.1%歷史
PDIPIMCO Dynamic Income FundSHS400$7,392<0.1%歷史
BBTBeacon Financial CorpCOM246$7,365<0.1%歷史
HXLHexcel CorpCOM122$7,180<0.1%歷史
SAFESafehold Inc.COM230$6,583<0.1%歷史
Aris Water Solutions, Inc.04041L106CLASS A COM455$6,557<0.1%–
EAFGraftech International LtdCOM1,335$6,354<0.1%歷史
TALTAL Education GroupSPONSORED ADS894$6,303<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM489$6,225<0.1%歷史
POWLPowell Industries IncStock175$6,157<0.1%歷史
FFWMFirst Foundation Inc.COM417$5,976<0.1%歷史
FSPFranklin Street Properties CorpCOM2,090$5,706<0.1%歷史
OPENOpendoor Technologies Inc.COM4,860$5,637<0.1%歷史
NFBKNorthfield Bancorp, Inc.COM346$5,443<0.1%歷史
Victory Portfolios II92647N766VCSHS US 500 VOL80$5,419<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF217$5,260<0.1%–
GRFSGrifols SASP ADR REP B NVT617$5,245<0.1%歷史
EBSEmergent BioSolutions Inc.COM443$5,232<0.1%歷史
CCSIConsensus Cloud Solutions, Inc.COM93$4,999<0.1%歷史
ABCBAmeris BancorpCOM104$4,903<0.1%歷史
NFENew Fortress Energy Inc.COM CL A115$4,878<0.1%歷史
RDFNRedfin CorpCOM1,149$4,871<0.1%歷史
NOGNorthern Oil & Gas, Inc.COM158$4,870<0.1%歷史
FBMSFirst Bancshares IncCOM152$4,866<0.1%歷史
SBIWestern Asset Intermediate Muni Fund Inc.COM640$4,858<0.1%歷史
RPAYRepay Holdings CorpCOM CL A589$4,741<0.1%歷史
TOSTToast, Inc.Stock254$4,580<0.1%歷史
LPSNLiveperson IncCOM451$4,573<0.1%歷史
KNBEKnowBe4, Inc.CL A183$4,535<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF49$4,410<0.1%–
ETF Managers Tr26924G201PRIME CYBR SCRTY100$4,405<0.1%–
BMBLBumble Inc.COM CL A200$4,210<0.1%歷史
WBWEIBO CorpSPONSORED ADR216$4,130<0.1%歷史
CAJPYCanon IncSPONSORED ADR189$4,098<0.1%歷史
AATAmerican Assets Trust, Inc.COM150$3,975<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD258$3,813<0.1%–
Polymet MNG Corp731916409COM NEW1,436$3,806<0.1%–
IEIvanhoe Electric Inc.COM313$3,803<0.1%歷史
PIPRPiper Sandler CompaniesCOM28$3,672<0.1%歷史
TRMKTrustmark CorpCOM105$3,666<0.1%歷史
AIMCAltra Industrial Motion Corp.COM61$3,645<0.1%歷史
BBBY20230930-DK-Butterfly-1, Inc.COM1,441$3,616<0.1%歷史
OSGOctave Specialty Group IncCOM NEW197$3,436<0.1%歷史
ProShares Tr74348A434ULTSHT FTSE EURO268$3,422<0.1%–
BAPCredicorp LtdCOM25$3,392<0.1%歷史
ZUMZZumiez IncCOM151$3,283<0.1%歷史
SITCSITE Centers Corp.COM236$3,222<0.1%歷史
STRSitio Royalties Corp.CLASS A COM108$3,116<0.1%歷史
FREEWhole Earth Brands, Inc.COM CL A762$3,101<0.1%歷史
MEIMethode Electronics IncCOM69$3,062<0.1%歷史
NKTXNkarta, Inc.COM510$3,055<0.1%歷史
EXTRExtreme Networks IncCOM162$2,966<0.1%歷史
COMPCompass, Inc.CL A1,248$2,908<0.1%歷史
HAYNHaynes International IncCOM NEW63$2,878<0.1%歷史
TSEOQTrinseo PLCCOM118$2,680<0.1%歷史
KBALKimball International IncCL B400$2,600<0.1%歷史
JRVRJames River Group Holdings, Inc.COM124$2,593<0.1%歷史