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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
MCWMister Car Wash, Inc.COM698$6,017<0.1%−122−14.9%減碼歷史
DRHDiamondRock Hospitality CoCOM741$6,024<0.1%+606+448.9%加碼歷史
EEExcelerate Energy, Inc.CL A COM273$6,044<0.1%+273新進歷史
VMEOVimeo, Inc.COMMON STOCK1,581$6,055<0.1%00.0%不變歷史
BJRIBJs RESTAURANTS INCCOM208$6,061<0.1%00.0%不變歷史
iShares Tr46435G524INTL DIV GRWTH100$6,062<0.1%00.0%不變–
MMSIMerit Medical Systems IncCOM82$6,064<0.1%+7+9.3%加碼歷史
ATOAtmos Energy CorpCOM54$6,068<0.1%+4+8.0%加碼歷史
JOUTJohnson Outdoors IncCL A97$6,112<0.1%00.0%不變歷史
GDOTGreen Dot CorpCL A356$6,116<0.1%+110+44.7%加碼歷史
SFLSFL Corp Ltd.SHS645$6,128<0.1%00.0%不變歷史
CHEFChefs' Warehouse, Inc.COM180$6,129<0.1%00.0%不變歷史
RAMPLiveRamp Holdings, Inc.COM280$6,140<0.1%00.0%不變歷史
TXRHTexas Roadhouse, Inc.COM57$6,160<0.1%+37+185.0%加碼歷史
DVDoubleVerify Holdings, Inc.COM205$6,181<0.1%+102+99.0%加碼歷史
BSRRSierra BancorpCOM359$6,182<0.1%+359新進歷史
NIONIO Inc.ADR590$6,201<0.1%+97+19.7%加碼歷史
NOVTNovanta IncCOM39$6,204<0.1%+10+34.5%加碼歷史
SPTSprout Social, Inc.COM CL A102$6,210<0.1%+52+104.0%加碼歷史
WKCWorld Kinect CorpCOM245$6,260<0.1%+18+7.9%加碼歷史
FFBCFirst Financial BancorpCOM288$6,270<0.1%−186−39.2%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF102$6,319<0.1%−23−18.4%減碼–
UHTUniversal Health Realty Income TrustSH BEN INT133$6,399<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD435$6,416<0.1%+45+11.5%加碼–
ASNDAscendis Pharma A/SSPONSORED ADR60$6,433<0.1%+25+71.4%加碼歷史
GENGen Digital Inc.Stock377$6,469<0.1%+171+83.0%加碼歷史
GFSGLOBALFOUNDRIES Inc.Stock90$6,496<0.1%−2−2.2%減碼歷史
SWAVShockwave Medical, Inc.COM30$6,505<0.1%+30新進歷史
FSLRFirst Solar, Inc.Stock30$6,525<0.1%+20+200.0%加碼歷史
NGNovagold Resources IncCOM NEW1,053$6,550<0.1%00.0%不變歷史
SWNSouthwestern Energy CoCOM1,311$6,555<0.1%+1,310+131,000.0%加碼歷史
AKRAcadia Realty TrustCOM SH BEN INT471$6,570<0.1%+413+712.1%加碼歷史
ZZillow Group, Inc.CL C CAP STK148$6,582<0.1%00.0%不變歷史
ERICEricsson LM Telephone CoADR B SEK 101,128$6,599<0.1%−6,588−85.4%減碼歷史
PEverpure, Inc.CL A260$6,633<0.1%−78−23.1%減碼歷史
HQYHealthequity, Inc.COM113$6,634<0.1%+113新進歷史
WABWestinghouse Air Brake Technologies CorpStock66$6,670<0.1%−5−7.0%減碼歷史
SIXSix Flags Entertainment CorpCOM250$6,678<0.1%00.0%不變歷史
DBIDesigner Brands Inc.CL A765$6,686<0.1%+765新進歷史
ABMAbm Industries IncCOM149$6,696<0.1%−63−29.7%減碼歷史
RPDRapid7, Inc.COM146$6,703<0.1%00.0%不變歷史
SAFESafehold Inc.COM230$6,755<0.1%+230新進歷史
KOPKoppers Holdings Inc.COM194$6,784<0.1%−115−37.2%減碼歷史
EFREaton Vance Senior Floating-Rate TrustCOM599$6,787<0.1%00.0%不變歷史
TMETencent Music Entertainment GroupSPON ADS826$6,839<0.1%−486−37.0%減碼歷史
Invesco Exchange Traded FD T46137V787BIOTECHNOLOGY109$6,842<0.1%00.0%不變–
QGENQiagen N.V.SHS NEW149$6,844<0.1%+149新進歷史
SPTNSpartanNash CoCOM276$6,845<0.1%−187−40.4%減碼歷史
MNTVMomentive Global Inc.COM735$6,850<0.1%00.0%不變歷史
PEGAPegasystems IncCOM142$6,884<0.1%00.0%不變歷史
AKAMAkamai Technologies IncCOM88$6,890<0.1%−285−76.4%減碼歷史
CDECoeur Mining, Inc.COM NEW1,729$6,899<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM33$6,901<0.1%−38−53.5%減碼歷史
HAHawaiian Holdings IncCOM754$6,907<0.1%+754新進歷史
OFEDOconee Federal Financial Corp.COM375$6,938<0.1%00.0%不變歷史
HIHillenbrand, Inc.COM146$6,945<0.1%00.0%不變歷史
GBXGreenbrier Companies IncStock216$6,949<0.1%00.0%不變歷史
CINFCincinnati Financial CorpCOM62$6,949<0.1%+4+6.9%加碼歷史
AVYAvery Dennison CorpCOM39$6,978<0.1%−4−9.3%減碼歷史
COLLCollegium Pharmaceutical, IncCOM293$7,029<0.1%+126+75.4%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,448$7,052<0.1%+1,242+602.9%加碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK340$7,065<0.1%−579−63.0%減碼歷史
IPGInterpublic Group of Companies, Inc.COM190$7,076<0.1%+14+8.0%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF190$7,102<0.1%−165−46.5%減碼–
CNRCore Natural Resources, Inc.COM122$7,109<0.1%−40−24.7%減碼歷史
SKYWSkywest IncCOM321$7,117<0.1%−229−41.6%減碼歷史
AAMIAcadian Asset Management Inc.COM304$7,168<0.1%−92−23.2%減碼歷史
TAPMolson Coors Beverage CoCL B139$7,183<0.1%+19+15.8%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW533$7,185<0.1%00.0%不變歷史
Fidelity MSCI Financials Index ETF316092501ETF160$7,216<0.1%+160新進–
PACWPacwest BancorpCOM746$7,258<0.1%+40+5.7%加碼歷史
ECPGEncore Capital Group IncCOM144$7,265<0.1%−55−27.6%減碼歷史
SONOSonos IncCOM371$7,279<0.1%+371新進歷史
SPBSpectrum Brands Holdings, Inc.COM110$7,284<0.1%00.0%不變歷史
APPAppLovin CorpCOM CL A463$7,292<0.1%00.0%不變歷史
LGIHLGI Homes, Inc.COM64$7,298<0.1%+64新進歷史
FTSFortis Inc.COM172$7,315<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM401$7,350<0.1%+340+557.4%加碼歷史
JBSSSanfilippo John B & Son IncCOM76$7,366<0.1%00.0%不變歷史
ASIXAdvanSix Inc.COM193$7,386<0.1%−80−29.3%減碼歷史
EQNREquinor ASASPONSORED ADR260$7,392<0.1%−1,442−84.7%減碼歷史
ALEXAlexander & Baldwin, Inc.COM392$7,413<0.1%−262−40.1%減碼歷史
iShares Global Clean Energy ETF464288224ETF375$7,418<0.1%00.0%不變–
BDNBrandywine Realty TrustSH BEN INT NEW1,574$7,445<0.1%−1,332−45.8%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock51$7,475<0.1%+20+64.5%加碼歷史
GLBEGlobal-E Online Ltd.SHS232$7,478<0.1%+131+129.7%加碼歷史
iShares Tr464288687PFD AND INCM SEC241$7,516<0.1%−797−76.8%減碼–
FCFFirst Commonwealth Financial CorpCOM605$7,520<0.1%−133−18.0%減碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$7,530<0.1%00.0%不變–
CMCCommercial Metals CoStock154$7,531<0.1%−6−3.8%減碼歷史
TWSTTwist Bioscience CorpCOM500$7,540<0.1%00.0%不變歷史
KEPKorea Electric Power CorpSPONSORED ADR1,089$7,558<0.1%00.0%不變歷史
YUMCYum China Holdings, Inc.COM120$7,606<0.1%−22−15.5%減碼歷史
HTLDHeartland Express IncCOM479$7,626<0.1%−202−29.7%減碼歷史
DCHDauch CorpCOM978$7,638<0.1%−199−16.9%減碼歷史
CSTMConstellium SECL A SHS502$7,671<0.1%00.0%不變歷史
JNPRJuniper Networks IncCOM223$7,676<0.1%−47−17.4%減碼歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A167$7,692<0.1%+167新進歷史
FCNFti Consulting, IncCOM39$7,697<0.1%+20+105.3%加碼歷史
AVDAmerican Vanguard CorpCOM352$7,702<0.1%−96−21.4%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