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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
RIVNRivian Automotive, Inc.Stock1,626$2.52 萬<0.1%+883+118.8%加碼歷史
AITApplied Industrial Technologies IncCOM177$2.52 萬<0.1%−87−33.0%減碼歷史
Atlantica Sustainable Infr PG0751N103SHS839$2.48 萬<0.1%+19+2.3%加碼–
NWLNewell Brands Inc.Stock1,991$2.48 萬<0.1%−301−13.1%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK143$2.47 萬<0.1%+2+1.4%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS415$2.46 萬<0.1%+15+3.8%加碼歷史
NEMNEWMONT CorpStock495$2.43 萬<0.1%−15−2.9%減碼歷史
MTRNMATERION CorpCOM209$2.42 萬<0.1%−113−35.1%減碼歷史
FTNTFortinet, Inc.Stock360$2.39 萬<0.1%−627−63.5%減碼歷史
LPROOpen Lending CorpCOM3,397$2.39 萬<0.1%−850−20.0%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN392$2.38 萬<0.1%+321+452.1%加碼歷史
WALWestern Alliance BancorporationCOM666$2.37 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL693$2.36 萬<0.1%00.0%不變–
HWCHancock Whitney CorpCOM648$2.36 萬<0.1%−2−0.3%減碼歷史
ALGTAllegiant Travel COCOM256$2.35 萬<0.1%+65+34.0%加碼歷史
MLRMiller Industries IncCOM NEW661$2.34 萬<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM900$2.33 萬<0.1%−175−16.3%減碼歷史
UHSUniversal Health Services IncCL B183$2.33 萬<0.1%+6+3.4%加碼歷史
LNWOLight & Wonder, Inc.COM386$2.32 萬<0.1%+14+3.8%加碼歷史
MATWMatthews International CorpCL A642$2.32 萬<0.1%−110−14.6%減碼歷史
SMBKSmartfinancial Inc.COM NEW1,000$2.31 萬<0.1%−32−3.1%減碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,655$2.31 萬<0.1%+15+0.9%加碼歷史
MGMMGM Resorts InternationalStock520$2.31 萬<0.1%+500+2,500.0%加碼歷史
FETForum Energy Technologies, Inc.Common908$2.31 萬<0.1%00.0%不變歷史
MFGMizuho Financial Group IncSPONSORED ADR8,180$2.31 萬<0.1%+83+1.0%加碼歷史
BNTXBioNTech SESPONSORED ADS185$2.30 萬<0.1%−203−52.3%減碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK5,182$2.30 萬<0.1%+5,182新進歷史
FMBHFirst Mid Bancshares, Inc.COM843$2.29 萬<0.1%+843新進歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF209$2.29 萬<0.1%−612−74.5%減碼–
TROWPrice T Rowe Group IncStock203$2.29 萬<0.1%−211−51.0%減碼歷史
HUBGHub Group, Inc.CL A273$2.29 萬<0.1%−101−27.0%減碼歷史
LBTYALiberty Global Ltd.SHS CL A1,170$2.28 萬<0.1%00.0%不變歷史
SNASnap-on IncCOM92$2.27 萬<0.1%+1+1.1%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF207$2.27 萬<0.1%−569−73.3%減碼–
ETRNMidstream Co LLCCOM3,925$2.27 萬<0.1%+392+11.1%加碼歷史
RYRoyal Bank of CanadaStock237$2.27 萬<0.1%+8+3.5%加碼歷史
UCBUnited Community Banks IncCOM805$2.26 萬<0.1%−317−28.3%減碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS339$2.26 萬<0.1%−57−14.4%減碼歷史
Unified Ser Tr90470L527ONEASCENT LARGE1,022$2.26 萬<0.1%+1,022新進–
PSOPearson PLCSPONSORED ADR2,146$2.24 萬<0.1%+75+3.6%加碼歷史
ALKAlaska Air Group, Inc.COM534$2.24 萬<0.1%+166+45.1%加碼歷史
TPHTri Pointe Homes, Inc.COM884$2.24 萬<0.1%−278−23.9%減碼歷史
ETSYEtsy IncCOM199$2.22 萬<0.1%−179−47.4%減碼歷史
SCCOSouthern Copper CorpStock290$2.21 萬<0.1%+23+8.6%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$2.21 萬<0.1%00.0%不變–
OIO-I Glass, Inc.COM971$2.21 萬<0.1%−275−22.1%減碼歷史
LADRLadder Capital CorpCL A2,321$2.19 萬<0.1%−1,449−38.4%減碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.19 萬<0.1%00.0%不變–
JHGJanus Henderson Group Ltd.ORD SHS822$2.19 萬<0.1%+88+12.0%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF522$2.19 萬<0.1%00.0%不變–
WisdomTree Tr97717X701EUROPE HEDGED EQ266$2.19 萬<0.1%00.0%不變–
TNLTravel & Leisure Co.COM556$2.18 萬<0.1%00.0%不變歷史
CAECae IncCOM963$2.18 萬<0.1%00.0%不變歷史
Timothy Plan887432359US LRGMD CP CORE632$2.18 萬<0.1%+229+56.8%加碼–
iShares Tr46432F388MSCI USA VALUE235$2.18 萬<0.1%+28+13.5%加碼–
THSTreeHouse Foods, Inc.COM431$2.17 萬<0.1%−108−20.0%減碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock530$2.17 萬<0.1%+158+42.5%加碼–
AIC3.ai, Inc.Stock644$2.16 萬<0.1%+126+24.3%加碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD235$2.15 萬<0.1%00.0%不變–
EQCEQC Liquidating TrustCOM SH BEN INT1,036$2.15 萬<0.1%00.0%不變歷史
RYNRayonier IncCOM637$2.12 萬<0.1%−427−40.1%減碼歷史
KIMKimco Realty CorpCOM1,081$2.11 萬<0.1%−97−8.2%減碼歷史
AFLAflac IncStock327$2.11 萬<0.1%+220+205.6%加碼歷史
GHGuardant Health, Inc.COM898$2.10 萬<0.1%+640+248.1%加碼歷史
RCIRogers Communications IncCL B454$2.10 萬<0.1%+91+25.1%加碼歷史
DIODDiodes IncCOM226$2.10 萬<0.1%+12+5.6%加碼歷史
AGCOAGCO CorpCOM155$2.10 萬<0.1%+9+6.2%加碼歷史
FHBFirst Hawaiian, Inc.COM1,015$2.09 萬<0.1%−993−49.5%減碼歷史
PPLPPL CorpCOM752$2.09 萬<0.1%−26−3.3%減碼歷史
VTRVentas, Inc.REIT481$2.09 萬<0.1%−21−4.2%減碼歷史
Barnes Group Inc067806109COM512$2.06 萬<0.1%−82−13.8%減碼–
HSKAHeska CorpCOM RESTRC NEW211$2.06 萬<0.1%+90+74.4%加碼歷史
XPOXPO, Inc.COM644$2.05 萬<0.1%−721−52.8%減碼歷史
DBXDropbox, Inc.CL A950$2.05 萬<0.1%00.0%不變歷史
RXORXO, Inc.COMMON STOCK1,040$2.04 萬<0.1%−286−21.6%減碼歷史
PDDPDD Holdings Inc.SPONSORED ADS269$2.04 萬<0.1%+21+8.5%加碼歷史
AGOAssured Guaranty LtdCOM405$2.04 萬<0.1%−241−37.3%減碼歷史
MGAMagna International IncCOM380$2.04 萬<0.1%−1,180−75.6%減碼歷史
BXPBXP, Inc.COM376$2.03 萬<0.1%+251+200.8%加碼歷史
ADCAgree Realty CorpCOM296$2.03 萬<0.1%−44−12.9%減碼歷史
NMRNomura Holdings IncSPONSORED ADR5,334$2.03 萬<0.1%+122+2.3%加碼歷史
Vanguard Financials ETF92204A405ETF260$2.02 萬<0.1%−714−73.3%減碼–
XUnited States Steel CorpCOM757$1.98 萬<0.1%+757新進歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL701$1.97 萬<0.1%00.0%不變–
CNICanadian National Railway CoStock167$1.97 萬<0.1%−53−24.1%減碼歷史
ARCHArch Resources, Inc.CL A149$1.96 萬<0.1%+139+1,390.0%加碼歷史
SBACSba Communications CorpCL A75$1.96 萬<0.1%−6−7.4%減碼歷史
RTORentokil Initial PLCSPONSORED ADR536$1.96 萬<0.1%−133−19.9%減碼歷史
AYIAcuity Inc. (DE)Stock107$1.96 萬<0.1%00.0%不變歷史
OSHOak Street Health, Inc.COM505$1.95 萬<0.1%+505新進歷史
PBHPrestige Consumer Healthcare Inc.COM311$1.95 萬<0.1%−124−28.5%減碼歷史
SLMSLM CorpCOM1,564$1.94 萬<0.1%+64+4.3%加碼歷史
AVBAvalonbay Communities IncCOM115$1.93 萬<0.1%+63+121.2%加碼歷史
PBAPembina Pipeline CorpCOM592$1.92 萬<0.1%−107−15.3%減碼歷史
ETREntergy CorpCOM178$1.92 萬<0.1%+100+128.2%加碼歷史
INDBIndependent Bank CorpCOM292$1.92 萬<0.1%+96+49.0%加碼歷史
EPAMEPAM Systems, Inc.COM64$1.91 萬<0.1%−38−37.3%減碼歷史
KMXCarMax IncCOM297$1.91 萬<0.1%+18+6.5%加碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP2,977$1.90 萬<0.1%+609+25.7%加碼歷史
LNCLincoln National CorpCOM845$1.90 萬<0.1%−50−5.6%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