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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
RMBSRambus IncCOM88$4,511<0.1%−187−68.0%減碼歷史
CRMTAmericas Carmart IncCOM57$4,515<0.1%00.0%不變歷史
CARSCars.com Inc.COM234$4,516<0.1%00.0%不變歷史
SXCSunCoke Energy, Inc.COM503$4,517<0.1%−103−17.0%減碼歷史
NWNNorthwest Natural Holding CoCOM95$4,518<0.1%−60−38.7%減碼歷史
iShares Inc464286749MSCI SWITZERLAND100$4,532<0.1%−17−14.5%減碼–
DTMDT Midstream, Inc.COMMON STOCK92$4,542<0.1%+5+5.7%加碼歷史
DEAEasterly Government Properties, Inc.COM332$4,562<0.1%+332新進歷史
HELEHelen of Troy LtdStock48$4,568<0.1%−10−17.2%減碼歷史
COLBColumbia Banking System, Inc.COM215$4,605<0.1%−486−69.3%減碼歷史
UBSIUnited Bankshares IncCOM131$4,611<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$4,613<0.1%00.0%不變–
KALUKaiser Aluminum CorpCOM PAR $0.0162$4,627<0.1%−179−74.3%減碼歷史
ZIPZiprecruiter, Inc.CL A291$4,639<0.1%00.0%不變歷史
DDD3D Systems CorpCOM NEW435$4,663<0.1%+435新進歷史
BIGGQFormer BL Stores IncCOM426$4,669<0.1%+426新進歷史
BILIBilibili Inc.SPONS ADS REP Z200$4,700<0.1%−118−37.1%減碼歷史
INDTIndus Realty Trust, Inc.COM71$4,707<0.1%00.0%不變歷史
KRTXKaruna Therapeutics, Inc.COM26$4,722<0.1%+10+62.5%加碼歷史
CRSCarpenter Technology CorpCOM106$4,745<0.1%00.0%不變歷史
KEKimball Electronics, Inc.Stock197$4,748<0.1%−88−30.9%減碼歷史
TRUETrueCar, Inc.COM2,083$4,791<0.1%00.0%不變歷史
GBDCGolub Capital BDC, Inc.COM355$4,814<0.1%00.0%不變歷史
iShares Tr464288844US OIL EQ&SV ETF250$4,830<0.1%+250新進–
NBTBNBT Bancorp IncCOM144$4,854<0.1%−175−54.9%減碼歷史
PRMWPrimo Water CorpCOM319$4,897<0.1%−19−5.6%減碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR52$4,903<0.1%+22+73.3%加碼歷史
SBRASabra Health Care REIT, Inc.REIT428$4,922<0.1%+24+5.9%加碼歷史
SHAKShake Shack Inc.CL A89$4,939<0.1%−39−30.5%減碼歷史
AMSFAmerisafe IncCOM101$4,944<0.1%00.0%不變歷史
FUTUFutu Holdings LtdSPON ADS CL A96$4,978<0.1%−37−27.8%減碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR499$4,995<0.1%−437−46.7%減碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF79$5,020<0.1%00.0%不變–
ACGLArch Capital Group Ltd.Stock74$5,022<0.1%+14+23.3%加碼歷史
MCSMarcus CorpCOM314$5,024<0.1%00.0%不變歷史
BILLBILL Holdings, Inc.Stock62$5,031<0.1%−8−11.4%減碼歷史
STBAS&T Bancorp IncCOM160$5,032<0.1%−94−37.0%減碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD81$5,045<0.1%00.0%不變–
State Street Industrial Select Sector SPDR ETF81369Y704ETF50$5,059<0.1%00.0%不變–
SCSCScansource, Inc.COM167$5,083<0.1%−53−24.1%減碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF429$5,114<0.1%+429新進歷史
FROFrontline plcCOM311$5,150<0.1%00.0%不變歷史
CLVTClarivate PLCORD SHS549$5,155<0.1%00.0%不變歷史
KTBKontoor Brands, Inc.Stock107$5,178<0.1%+107新進歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF175$5,187<0.1%00.0%不變–
PATKPatrick Industries IncCOM76$5,230<0.1%−38−33.3%減碼歷史
YELPYelp IncCL A171$5,250<0.1%00.0%不變歷史
NVSTEnvista Holdings CorpCOM129$5,273<0.1%+13+11.2%加碼歷史
Global X FDS37954Y814FINTECH ETF255$5,309<0.1%00.0%不變–
Victory Portfolios II92647N535SHORT TRM BD ETF108$5,313<0.1%00.0%不變–
STHOStar HoldingsSHS BEN INT306$5,321<0.1%+306新進歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN240$5,326<0.1%+210+700.0%加碼–
GAPGap IncCOM531$5,331<0.1%+101+23.5%加碼歷史
WDWalker & Dunlop, Inc.COM70$5,332<0.1%+70新進歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS163$5,333<0.1%+95+139.7%加碼歷史
ATKRAtkore Inc.COM38$5,338<0.1%+34+850.0%加碼歷史
FORForestar Group Inc.COM344$5,353<0.1%00.0%不變歷史
WWayfair Inc.CL A156$5,357<0.1%−53−25.4%減碼歷史
CVCOCavco Industries, Inc.COM17$5,402<0.1%−10−37.0%減碼歷史
LECOLincoln Electric Holdings IncCOM32$5,411<0.1%00.0%不變歷史
REIRing Energy, Inc.COM2,849$5,413<0.1%+1,836+181.2%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM83$5,416<0.1%00.0%不變歷史
ATRAptargroup, Inc.Stock46$5,437<0.1%+46新進歷史
TSTenaris SASPONSORED ADS192$5,457<0.1%00.0%不變歷史
EVAEnviva, LLCCOM190$5,487<0.1%+190新進歷史
OXMOxford Industries IncCOM52$5,491<0.1%−32−38.1%減碼歷史
SUISun Communities IncCOM39$5,495<0.1%−26−40.0%減碼歷史
HWMHowmet Aerospace Inc.Stock130$5,508<0.1%00.0%不變歷史
BROSDutch Bros Inc.CL A175$5,535<0.1%00.0%不變歷史
SLVMSylvamo CorpCOMMON STOCK120$5,551<0.1%−36−23.1%減碼歷史
iShares Tr464288638ISHS 5-10YR INVT109$5,571<0.1%+109新進–
GEFGreif, IncCL A88$5,577<0.1%+14+18.9%加碼歷史
FNBFNB CorpCOM482$5,591<0.1%−582−54.7%減碼歷史
DOCSDoximity, Inc.CL A173$5,602<0.1%+173新進歷史
NESRNational Energy Services Reunited Corp.SHS1,065$5,602<0.1%+1,065新進歷史
OFGOfg BancorpCOM225$5,612<0.1%−255−53.1%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM103$5,614<0.1%+103新進–
CTRECareTrust REIT, Inc.COM290$5,678<0.1%00.0%不變歷史
STRLSterling Infrastructure, Inc.COM150$5,682<0.1%00.0%不變歷史
iShares Tr464288489INTL DEV RE ETF275$5,701<0.1%00.0%不變–
AAPAdvance Auto Parts IncCOM47$5,716<0.1%+18+62.1%加碼歷史
BCOBrinks CoCOM86$5,745<0.1%+3+3.6%加碼歷史
PBIPitney Bowes IncCOM1,485$5,777<0.1%00.0%不變歷史
SONSonoco Products CoCOM95$5,795<0.1%+9+10.5%加碼歷史
HASHasbro, Inc.COM108$5,798<0.1%−80−42.6%減碼歷史
BEKEKE Holdings Inc.SPONSORED ADS309$5,821<0.1%−1−0.3%減碼歷史
DOCNDigitalOcean Holdings, Inc.COM149$5,836<0.1%00.0%不變歷史
ELFe.l.f. Beauty, Inc.COM71$5,847<0.1%+62+688.9%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5,881<0.1%00.0%不變歷史
QSRRestaurant Brands International Inc.COM88$5,908<0.1%−37−29.6%減碼歷史
SHOSunstone Hotel Investors, Inc.COM599$5,918<0.1%+172+40.3%加碼歷史
CBAYCymaBay Therapeutics, Inc.COM679$5,921<0.1%−634−48.3%減碼歷史
SHLSShoals Technologies Group, Inc.CL A260$5,925<0.1%+197+312.7%加碼歷史
AMCXAMC Global Media Inc.CL A338$5,942<0.1%+338新進歷史
LCIDLucid Group, Inc.COM741$5,958<0.1%−102−12.1%減碼歷史
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$5,963<0.1%00.0%不變歷史
CWKCushman & Wakefield Ltd.SHS566$5,966<0.1%−899−61.4%減碼歷史
MGYMagnolia Oil & Gas CorpCL A273$5,973<0.1%−43−13.6%減碼歷史
NATINational Instruments CorpCOM114$5,975<0.1%+101+776.9%加碼歷史
RRyder System IncCOM67$5,979<0.1%−155−69.8%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