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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
SLDPSolid Power, Inc.CLASS A COM228$686<0.1%−592−72.2%減碼歷史
SXTSensient Technologies CorpCOM9$689<0.1%+9新進歷史
MCIBarings Corporate InvestorsCOM49$693<0.1%00.0%不變歷史
GasLog Partners LPY2687W108UNIT LTD PTNRP83$699<0.1%00.0%不變–
ARK ETF Tr00214Q807SPACE & DEFENSE50$700<0.1%00.0%不變–
OLOOlo Inc.CL A86$702<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A43$703<0.1%+43新進歷史
Credit Suisse Group225401108SPONSORED ADR794$707<0.1%+228+40.3%加碼–
TNETTrinet Group, Inc.COM9$725<0.1%+9新進歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$725<0.1%00.0%不變歷史
AIFApollo Tactical Income Fund Inc.COM60$727<0.1%00.0%不變歷史
HIMXHimax Technologies, Inc.SPONSORED ADR90$732<0.1%00.0%不變歷史
VRRMVerra Mobility CorpCL A COM STK44$744<0.1%00.0%不變歷史
TSEMTower Semiconductor LtdSHS NEW18$765<0.1%+18新進歷史
ACREAres Commercial Real Estate CorpCOM85$773<0.1%00.0%不變歷史
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM152$775<0.1%00.0%不變歷史
GRPNGroupon, Inc.COM NEW185$779<0.1%−198−51.7%減碼歷史
HRHealthcare Realty Trust IncCL A COM41$793<0.1%+41新進歷史
MSBIMidland States Bancorp, Inc.COM37$793<0.1%00.0%不變歷史
PJTPJT Partners Inc.COM CL A11$794<0.1%00.0%不變歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1064$796<0.1%+64新進歷史
HDBHDFC Bank LtdSPONSORED ADS12$800<0.1%00.0%不變歷史
CHYCalamos Convertible & High Income FundCOM SHS75$814<0.1%+75新進歷史
ADTADT Inc.COM113$817<0.1%00.0%不變歷史
MPBMid Penn Bancorp IncCOM32$820<0.1%00.0%不變歷史
Jacob FDS Inc469785703FORWARD ETF100$831<0.1%00.0%不變–
BCRXBiocryst Pharmaceuticals IncCOM100$834<0.1%−1,855−94.9%減碼歷史
TENTsakos Energy Navigation LtdSHS43$835<0.1%00.0%不變歷史
RRXRegal Rexnord CorpCOM6$844<0.1%+6新進歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS112$852<0.1%+112新進歷史
ICLRIcon PLCCOM4$854<0.1%+4新進歷史
CUZCousins Properties IncCOM NEW40$855<0.1%−238−85.6%減碼歷史
HAPNHappen, Inc.COM NEW119$858<0.1%+119新進歷史
OGIOrganigram Global Inc.COM1,350$864<0.1%+1,350新進歷史
ESTCElastic N.V.ORD SHS15$869<0.1%+15新進歷史
FLGTFulgent Genetics, Inc.COM28$874<0.1%−75−72.8%減碼歷史
ASCArdmore Shipping CorpCOM59$877<0.1%00.0%不變歷史
OMCLOmnicell, Inc.COM15$880<0.1%00.0%不變歷史
PDCOPatterson Companies, Inc.COM33$883<0.1%00.0%不變歷史
ADXAdams Diversified Equity Fund, Inc.COM57$886<0.1%00.0%不變歷史
IMKTAIngles Markets IncCL A10$887<0.1%00.0%不變歷史
AUAngloGold Ashanti PLCSPONSORED ADR37$895<0.1%+37新進歷史
GMEDGlobus Medical IncStock16$906<0.1%−4,114−99.6%減碼歷史
HTHersha Hospitality TrustPR SHS BEN INT135$907<0.1%00.0%不變歷史
TIGOMillicom International Cellular SACOM STK48$908<0.1%+48新進歷史
ACTEnact Holdings, Inc.COM40$914<0.1%00.0%不變歷史
NNINelnet IncCL A10$919<0.1%00.0%不變歷史
SYNHSyneos Health, Inc.CL A26$926<0.1%+11+73.3%加碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS47$930<0.1%00.0%不變歷史
MTNVail Resorts IncCOM4$935<0.1%00.0%不變歷史
iShares Tr46435G102CONV BD ETF13$944<0.1%−576−97.8%減碼–
EVTCEVERTEC, Inc.COM28$945<0.1%00.0%不變歷史
TEXTerex CorpStock20$967<0.1%−123−86.0%減碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM4$969<0.1%+4新進歷史
EBFEnnis, Inc.COM46$970<0.1%00.0%不變歷史
GDVGabelli Dividend & Income TrustCOM47$977<0.1%00.0%不變歷史
iShares MSCI India ETF46429B598ETF25$984<0.1%+25新進–
ALSumisho Air Lease CorpCL A25$984<0.1%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG115$989<0.1%00.0%不變歷史
POSTPost Holdings, Inc.COM11$989<0.1%00.0%不變歷史
CWSTCasella Waste Systems IncCL A12$992<0.1%00.0%不變歷史
SYNASYNAPTICS IncStock9$1,000<0.1%+9新進歷史
RUMRUM Group Inc.Stock100$1,000<0.1%+100新進歷史
iShares Tr46434V274INTL EQTY FACTOR38$1,007<0.1%00.0%不變–
TYTRI-CONTINENTAL CorpCOM38$1,009<0.1%00.0%不變歷史
BANCBanc of California, Inc.COM81$1,015<0.1%00.0%不變歷史
GNKGenco Shipping & Trading LtdSHS65$1,018<0.1%00.0%不變歷史
ISEEIVERIC bio, Inc.COM42$1,022<0.1%+42新進歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF38$1,027<0.1%−2,083−98.2%減碼–
AVNTAvient CorpCOM25$1,029<0.1%+25新進歷史
PSNParsons CorpCOM23$1,029<0.1%00.0%不變歷史
OPADOfferpad Solutions Inc.COM CL A1,955$1,030<0.1%00.0%不變歷史
BCHBank of ChileSPONSORED ADS53$1,035<0.1%00.0%不變歷史
UFPTUfp Technologies IncCOM8$1,039<0.1%00.0%不變歷史
MANUManchester United plcORD CL A47$1,041<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,051<0.1%00.0%不變–
CIBGrupo Cibest S.A.SPON ADR PREF42$1,055<0.1%+18+75.0%加碼歷史
DBDDiebold Nixdorf, IncCOM884$1,061<0.1%−1,060−54.5%減碼歷史
HOGHarley-Davidson, Inc.COM28$1,063<0.1%+14+100.0%加碼歷史
WENWendy's CoStock49$1,067<0.1%00.0%不變歷史
SNDRSchneider National, Inc.CL B40$1,070<0.1%00.0%不變歷史
RXDXPrometheus Biosciences, Inc.COM10$1,073<0.1%+10新進歷史
KELYAKelly Services IncCL A65$1,078<0.1%00.0%不變歷史
UNFIUnited Natural Foods IncCOM41$1,080<0.1%−244−85.6%減碼歷史
OPCHOption Care Health, Inc.COM NEW34$1,080<0.1%+5+17.2%加碼歷史
STAAStaar Surgical CoCOM PAR $0.0117$1,087<0.1%+17新進歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM91$1,089<0.1%00.0%不變歷史
XPXP Inc.CL A92$1,092<0.1%+92新進歷史
Crescent PT Energy Corp22576C101COM155$1,094<0.1%+155新進–
TTITetra Technologies IncCOM414$1,097<0.1%00.0%不變歷史
WMKWeis Markets IncCOM13$1,101<0.1%00.0%不變歷史
CXCemex SAB de CVSPON ADR NEW201$1,112<0.1%+201新進歷史
PENPenumbra IncCOM4$1,114<0.1%+4新進歷史
NWGNatWest Group plcSPONS ADR169$1,115<0.1%−301−64.0%減碼歷史
INMDInMode Ltd.SHS35$1,119<0.1%00.0%不變歷史
BCEBce IncCOM NEW25$1,120<0.1%00.0%不變歷史
NOANorth American Construction Group Ltd.COM68$1,136<0.1%+68新進歷史
CGNXCognex CorpCOM23$1,140<0.1%−445−95.1%減碼歷史
NTRSNorthern Trust CorpCOM13$1,146<0.1%+10+333.3%加碼歷史
CRICarters IncCOM16$1,151<0.1%+16新進歷史

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