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Livermore
Livermore
中文EN

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
NEOGNeogen CorpCOM851$1.58 萬<0.1%00.0%不變歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP491$1.58 萬<0.1%00.0%不變–
NICENICE Ltd.SPONSORED ADR69$1.58 萬<0.1%+17+32.7%加碼歷史
URBNUrban Outfitters IncCOM570$1.58 萬<0.1%−88−13.4%減碼歷史
ENTGEntegris IncCOM193$1.58 萬<0.1%+151+359.5%加碼歷史
ProShares Bitcoin ETF74347G440ETF904$1.58 萬<0.1%−313−25.7%減碼–
GAINGladstone Investment CorporationdeCEF1,200$1.59 萬<0.1%00.0%不變歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B756$1.59 萬<0.1%−471−38.4%減碼歷史
CNXCConcentrix CorpStock131$1.59 萬<0.1%+108+469.6%加碼歷史
NTRNutrien Ltd.COM216$1.60 萬<0.1%−535−71.2%減碼歷史
FIVNFive9, Inc.COM221$1.60 萬<0.1%+55+33.1%加碼歷史
GNWGenworth Financial IncCOM SHS3,191$1.60 萬<0.1%−961−23.1%減碼歷史
ARGXArgenx SESPONSORED ADR43$1.60 萬<0.1%+10+30.3%加碼歷史
EATBrinker International, IncStock422$1.60 萬<0.1%−108−20.4%減碼歷史
SFStifel Financial CorpCOM273$1.61 萬<0.1%+72+35.8%加碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$1.62 萬<0.1%00.0%不變–
SVCService Properties TrustCOM SH BEN INT1,627$1.62 萬<0.1%−280−14.7%減碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG847$1.62 萬<0.1%+444+110.2%加碼–
OIIOceaneering International IncStock925$1.63 萬<0.1%−177−16.1%減碼歷史
PNRPENTAIR plcSHS295$1.63 萬<0.1%+184+165.8%加碼歷史
PLURPluri Inc.COM16,000$1.63 萬<0.1%+16,000新進歷史
BMIBadger Meter IncCOM134$1.63 萬<0.1%−5−3.6%減碼歷史
CWENClearway Energy, Inc.CL C523$1.64 萬<0.1%+418+398.1%加碼歷史
CMPCompass Minerals International IncStock480$1.65 萬<0.1%−143−23.0%減碼歷史
MYGNMyriad Genetics IncCOM712$1.65 萬<0.1%+273+62.2%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF253$1.66 萬<0.1%+253新進–
EHABEnhabit, Inc.COM1,196$1.66 萬<0.1%−299−20.0%減碼歷史
Alps ETF Tr00162Q858SECTR DIV DOGS325$1.66 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF77$1.67 萬<0.1%+43+126.5%加碼–
EMNEastman Chemical CoStock199$1.68 萬<0.1%−11−5.2%減碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,350$1.68 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF80$1.68 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.69 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V823US REAL ESTA ETF793$1.70 萬<0.1%−6,212−88.7%減碼–
FULFuller H B CoStock249$1.70 萬<0.1%−155−38.4%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF316$1.71 萬<0.1%−60−16.0%減碼–
CMAComerica IncCOM393$1.71 萬<0.1%+148+60.4%加碼歷史
UNFUnifirst CorpCOM97$1.71 萬<0.1%+8+9.0%加碼歷史
ESLTElbit Systems LtdStock101$1.72 萬<0.1%−115−53.2%減碼歷史
Aries I Acquisition CorpG0542N107CLASS A ORD SHS1,650$1.73 萬<0.1%00.0%不變–
USXUS Xpress Enterprises IncCOM CL A2,907$1.73 萬<0.1%+2,907新進歷史
SWKSSkyworks Solutions, Inc.Stock147$1.73 萬<0.1%+3+2.1%加碼歷史
RDNRadian Group IncCOM785$1.73 萬<0.1%+758+2,807.4%加碼歷史
BRKRBruker CorpCOM220$1.74 萬<0.1%+147+201.4%加碼歷史
INCYIncyte CorpCOM241$1.74 萬<0.1%+36+17.6%加碼歷史
PLTRPalantir Technologies Inc.Stock2,063$1.74 萬<0.1%+813+65.0%加碼歷史
HOODRobinhood Markets, Inc.Stock1,800$1.75 萬<0.1%−125−6.5%減碼歷史
UFPIUfp Industries IncCOM220$1.75 萬<0.1%−46−17.3%減碼歷史
AMEDAmedisys IncCOM238$1.75 萬<0.1%−6−2.5%減碼歷史
IRIngersoll Rand Inc.COM302$1.76 萬<0.1%−6−1.9%減碼歷史
INVXInnovex International, Inc.COM614$1.76 萬<0.1%−292−32.2%減碼歷史
RDYDr Reddys Laboratories LtdADR310$1.76 萬<0.1%−57−15.5%減碼歷史
INVAInnoviva, Inc.COM1,574$1.77 萬<0.1%+1,461+1,292.9%加碼歷史
RLRalph Lauren CorpCL A152$1.77 萬<0.1%−4−2.6%減碼歷史
GSBDGoldman Sachs BDC, Inc.SHS1,300$1.77 萬<0.1%−2,660−67.2%減碼歷史
TMHCTaylor Morrison Home CorpCOM464$1.78 萬<0.1%+14+3.1%加碼歷史
PHMPultegroup IncCOM305$1.78 萬<0.1%+15+5.2%加碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,285$1.78 萬<0.1%+1,185+107.7%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF440$1.79 萬<0.1%00.0%不變–
BBYBest Buy Co IncStock229$1.79 萬<0.1%+14+6.5%加碼歷史
PLXSPlexus CorpCOM184$1.80 萬<0.1%−76−29.2%減碼歷史
QRVOQorvo, Inc.Stock177$1.80 萬<0.1%−4−2.2%減碼歷史
CPCanadian Pacific Kansas City LtdCOM235$1.81 萬<0.1%+235新進歷史
SNNSmith & Nephew PLCSPDN ADR NEW650$1.81 萬<0.1%−196−23.2%減碼歷史
EXASExact Sciences CorpCOM270$1.83 萬<0.1%+54+25.0%加碼歷史
ECLEcolab Inc.Stock111$1.84 萬<0.1%+51+85.0%加碼歷史
VNOVornado Realty TrustSH BEN INT1,200$1.84 萬<0.1%+380+46.3%加碼歷史
SEMSelect Medical Holdings CorpCOM715$1.85 萬<0.1%+18+2.6%加碼歷史
AELAmerican National Group Inc.COM507$1.85 萬<0.1%−183−26.5%減碼歷史
INVHInvitation Homes Inc.COM593$1.85 萬<0.1%+320+117.2%加碼歷史
IDAIdacorp IncCOM172$1.86 萬<0.1%−133−43.6%減碼歷史
JCIJohnson Controls International plcStock311$1.87 萬<0.1%−71−18.6%減碼歷史
DAYDayforce, Inc.COM257$1.88 萬<0.1%00.0%不變歷史
BEPCBrookfield Renewable CorpCL A SUB VTG539$1.88 萬<0.1%+480+813.6%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF136$1.89 萬<0.1%−1,520−91.8%減碼–
UNMUnum GroupStock479$1.89 萬<0.1%+119+33.1%加碼歷史
LNCLincoln National CorpCOM845$1.90 萬<0.1%−50−5.6%減碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP2,977$1.90 萬<0.1%+609+25.7%加碼歷史
KMXCarMax IncCOM297$1.91 萬<0.1%+18+6.5%加碼歷史
EPAMEPAM Systems, Inc.COM64$1.91 萬<0.1%−38−37.3%減碼歷史
INDBIndependent Bank CorpCOM292$1.92 萬<0.1%+96+49.0%加碼歷史
ETREntergy CorpCOM178$1.92 萬<0.1%+100+128.2%加碼歷史
PBAPembina Pipeline CorpCOM592$1.92 萬<0.1%−107−15.3%減碼歷史
AVBAvalonbay Communities IncCOM115$1.93 萬<0.1%+63+121.2%加碼歷史
SLMSLM CorpCOM1,564$1.94 萬<0.1%+64+4.3%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM311$1.95 萬<0.1%−124−28.5%減碼歷史
OSHOak Street Health, Inc.COM505$1.95 萬<0.1%+505新進歷史
AYIAcuity Inc. (DE)Stock107$1.96 萬<0.1%00.0%不變歷史
RTORentokil Initial PLCSPONSORED ADR536$1.96 萬<0.1%−133−19.9%減碼歷史
SBACSba Communications CorpCL A75$1.96 萬<0.1%−6−7.4%減碼歷史
ARCHArch Resources, Inc.CL A149$1.96 萬<0.1%+139+1,390.0%加碼歷史
CNICanadian National Railway CoStock167$1.97 萬<0.1%−53−24.1%減碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL701$1.97 萬<0.1%00.0%不變–
XUnited States Steel CorpCOM757$1.98 萬<0.1%+757新進歷史
Vanguard Financials ETF92204A405ETF260$2.02 萬<0.1%−714−73.3%減碼–
NMRNomura Holdings IncSPONSORED ADR5,334$2.03 萬<0.1%+122+2.3%加碼歷史
ADCAgree Realty CorpCOM296$2.03 萬<0.1%−44−12.9%減碼歷史
BXPBXP, Inc.COM376$2.03 萬<0.1%+251+200.8%加碼歷史
MGAMagna International IncCOM380$2.04 萬<0.1%−1,180−75.6%減碼歷史
AGOAssured Guaranty LtdCOM405$2.04 萬<0.1%−241−37.3%減碼歷史

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