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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
EQIXEquinix IncCOM417$30.1 萬<0.1%+12+3.0%加碼歷史
HONHoneywell International IncCOM1,570$30.0 萬<0.1%−43−2.7%減碼歷史
CHEChemed CorpCOM552$29.7 萬<0.1%+52+10.4%加碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED10,632$29.6 萬<0.1%+2,604+32.4%加碼–
BLKBlackRock, Inc.COM442$29.6 萬<0.1%−90−16.9%減碼歷史
MUMicron Technology IncStock4,856$29.3 萬<0.1%−567−10.5%減碼歷史
SKYChampion Homes, Inc.Stock3,833$28.8 萬<0.1%−137−3.5%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,224$28.8 萬<0.1%+267+13.6%加碼–
UHAL.BU-Haul Holding CoCOM SER N5,520$28.6 萬<0.1%+3,482+170.9%加碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT12,050$28.6 萬<0.1%+11,793+4,588.7%加碼歷史
ORLYO Reilly Automotive IncStock335$28.4 萬<0.1%−24−6.7%減碼歷史
ZTSZoetis Inc.Stock1,705$28.4 萬<0.1%+236+16.1%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,900$28.4 萬<0.1%−40−1.0%減碼–
EWEdwards Lifesciences CorpStock3,422$28.3 萬<0.1%+31+0.9%加碼歷史
INTUIntuit Inc.Stock626$27.9 萬<0.1%+78+14.2%加碼歷史
KMBKimberly Clark CorpStock2,038$27.4 萬<0.1%−193−8.7%減碼歷史
SGENSeagen Inc.COM1,338$27.1 萬<0.1%+79+6.3%加碼歷史
DKNGDraftKings Inc.Stock13,981$27.1 萬<0.1%+76+0.5%加碼歷史
STTState Street CorpCOM3,570$27.0 萬<0.1%−26−0.7%減碼歷史
DOCUDocuSign, Inc.Stock4,630$27.0 萬<0.1%+783+20.4%加碼歷史
PAYXPaychex IncStock2,353$27.0 萬<0.1%+433+22.6%加碼歷史
CCICrown Castle Inc.REIT2,001$26.8 萬<0.1%+51+2.6%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,968$26.6 萬<0.1%00.0%不變–
LULUlululemon athletica inc.Stock726$26.4 萬<0.1%+9+1.3%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT11,662$26.2 萬<0.1%+26+0.2%加碼–
PLDPrologis, Inc.REIT2,097$26.2 萬<0.1%+115+5.8%加碼歷史
ALLEAllegion plcORD SHS2,412$25.7 萬<0.1%−24−1.0%減碼歷史
DLBDolby Laboratories, Inc.COM CL A3,013$25.7 萬<0.1%+261+9.5%加碼歷史
KLACKLA CorpCOM NEW643$25.7 萬<0.1%+33+5.4%加碼歷史
MACMacerich CoCOM24,098$25.5 萬<0.1%+1,039+4.5%加碼歷史
CCitigroup IncStock5,388$25.3 萬<0.1%−147−2.7%減碼歷史
INTCIntel CorpStock7,666$25.0 萬<0.1%−1,859−19.5%減碼歷史
WCNWaste Connections, Inc.COM1,800$25.0 萬<0.1%+58+3.3%加碼歷史
BABAAlibaba Group Holding LtdADR2,438$24.9 萬<0.1%+815+50.2%加碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF3,800$24.9 萬<0.1%+1,350+55.1%加碼–
iShares S&P 500 Growth ETF464287309ETF3,895$24.9 萬<0.1%+220+6.0%加碼–
Schwab US Tips ETF808524870ETF4,641$24.9 萬<0.1%+356+8.3%加碼–
LWLamb Weston Holdings, Inc.Stock2,371$24.8 萬<0.1%00.0%不變歷史
GILDGilead Sciences, Inc.Stock2,985$24.8 萬<0.1%+84+2.9%加碼歷史
UBERUber Technologies, IncStock7,793$24.7 萬<0.1%+2,827+56.9%加碼歷史
EPDEnterprise Products Partners L.P.Stock9,514$24.6 萬<0.1%−3,883−29.0%減碼歷史
NOWServiceNow, Inc.Stock525$24.4 萬<0.1%+131+33.2%加碼歷史
LIILennox International IncCOM969$24.3 萬<0.1%−7−0.7%減碼歷史
SRESempraStock1,602$24.2 萬<0.1%+162+11.3%加碼歷史
EEni SpASPONSORED ADR8,500$23.8 萬<0.1%−23−0.3%減碼歷史
CSXCSX CorpStock7,927$23.7 萬<0.1%−210−2.6%減碼歷史
THOThor Industries IncCOM2,962$23.6 萬<0.1%−23−0.8%減碼歷史
SNYSanofiSPONSORED ADR4,269$23.2 萬<0.1%+106+2.5%加碼歷史
TAT&T Inc.Stock11,980$23.1 萬<0.1%−4,278−26.3%減碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,535$23.0 萬<0.1%+335+10.5%加碼–
MSCIMSCI Inc.Stock406$22.8 萬<0.1%−3−0.7%減碼歷史
SMGScotts Miracle-Gro CoStock3,255$22.7 萬<0.1%−3−0.1%減碼歷史
Vanguard Information Technology ETF92204A702ETF580$22.4 萬<0.1%+98+20.3%加碼–
CSQCalamos Strategic Total Return FundCOM SH BEN INT15,824$22.2 萬<0.1%−21,080−57.1%減碼歷史
AEPAmerican Electric Power Co IncStock2,432$22.1 萬<0.1%−109−4.3%減碼歷史
WNS Hldgs Ltd92932M101SPON ADR2,357$22.0 萬<0.1%+134+6.0%加碼–
BKNGBooking Holdings Inc.Stock81$21.5 萬<0.1%−6−6.9%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,412$21.3 萬<0.1%−187−5.2%減碼–
IBNIcici Bank LtdADR9,834$21.2 萬<0.1%−4,417−31.0%減碼歷史
American Centy ETF Tr025072356REAL ESTATE ETF5,098$21.1 萬<0.1%+5,098新進–
STZConstellation Brands, Inc.Stock935$21.1 萬<0.1%+62+7.1%加碼歷史
FANGDiamondback Energy, Inc.Stock1,541$20.8 萬<0.1%−408−20.9%減碼歷史
ZMZoom Communications, Inc.Stock2,811$20.8 萬<0.1%+630+28.9%加碼歷史
ROLRollins IncCOM5,509$20.7 萬<0.1%+21+0.4%加碼歷史
SCHWSchwab Charles CorpStock3,936$20.6 萬<0.1%+2+0.1%加碼歷史
iShares Inc46434G889EMNG MKTS EQT4,924$20.4 萬<0.1%+4,924新進–
GEGeneral Electric CoStock2,137$20.4 萬<0.1%+358+20.1%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,689$20.4 萬<0.1%00.0%不變歷史
AMPAmeriprise Financial IncCOM665$20.4 萬<0.1%−28−4.0%減碼歷史
GMGeneral Motors CoCOM5,526$20.3 萬<0.1%+289+5.5%加碼歷史
ENBEnbridge IncStock5,222$19.9 萬<0.1%00.0%不變歷史
iShares Tr464287234MSCI EMG MKT ETF5,047$19.9 萬<0.1%−5,350−51.5%減碼–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR27,954$19.7 萬<0.1%−48−0.2%減碼歷史
AGNTAGNT, Inc.COM15,061$19.1 萬<0.1%+12,791+563.5%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT3,671$19.0 萬<0.1%+128+3.6%加碼歷史
ROKRockwell Automation, IncStock646$19.0 萬<0.1%−75−10.4%減碼歷史
MOAltria Group, Inc.Stock4,235$18.9 萬<0.1%−9−0.2%減碼歷史
ISRGIntuitive Surgical IncCOM NEW735$18.8 萬<0.1%−2−0.3%減碼歷史
FSKFS KKR Capital CorpCOM10,137$18.8 萬<0.1%−9,645−48.8%減碼歷史
WMBWilliams Companies, Inc.COM6,249$18.7 萬<0.1%−2,405−27.8%減碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,521$18.6 萬<0.1%−7−0.3%減碼–
iShares Core High Dividend ETF46429B663ETF1,817$18.5 萬<0.1%+136+8.1%加碼–
VRTXVertex Pharmaceuticals IncStock585$18.4 萬<0.1%−4−0.7%減碼歷史
APTVAptiv PLCSHS1,630$18.3 萬<0.1%+145+9.8%加碼歷史
ETNEaton Corp plcStock1,064$18.2 萬<0.1%−806−43.1%減碼歷史
SOFISoFi Technologies, Inc.Stock29,856$18.1 萬<0.1%−8,200−21.5%減碼歷史
STLAStellantis N.V.SHS9,943$18.1 萬<0.1%−13−0.1%減碼歷史
NVSNovartis AGADR1,961$18.0 萬<0.1%−89−4.3%減碼歷史
OTISOtis Worldwide CorpStock2,121$17.9 萬<0.1%+15+0.7%加碼歷史
NSCNorfolk Southern CorpStock842$17.8 萬<0.1%−245−22.5%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM520$17.7 萬<0.1%+154+42.1%加碼歷史
iShares Tr46428865310-20 YR TRS ETF1,539$17.6 萬<0.1%−104−6.3%減碼–
RELXRELX PLCSPONSORED ADR5,425$17.6 萬<0.1%−194−3.5%減碼歷史
YUMYum Brands IncStock1,322$17.5 萬<0.1%+57+4.5%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN13,941$17.4 萬<0.1%−9,161−39.7%減碼歷史
AMTAmerican Tower CorpREIT847$17.3 萬<0.1%−134−13.7%減碼歷史
WMWaste Management IncStock1,058$17.3 萬<0.1%+419+65.6%加碼歷史
CHTRCharter Communications, Inc.CL A479$17.1 萬<0.1%−33−6.4%減碼歷史
SHOPShopify Inc.Stock3,545$17.0 萬<0.1%+34+1.0%加碼歷史
KMIKinder Morgan, Inc.Stock9,705$17.0 萬<0.1%−4,530−31.8%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