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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
MCHPMicrochip Technology IncStock2,028$17.0 萬<0.1%−55−2.6%減碼歷史
HUBSHubSpot IncCOM393$16.8 萬<0.1%−40−9.2%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,524$16.8 萬<0.1%+116+4.8%加碼歷史
CDWCDW CorpCOM862$16.8 萬<0.1%+88+11.4%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,183$16.7 萬<0.1%+1+0.1%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS20,892$16.7 萬<0.1%−1,375−6.2%減碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,090$16.6 萬<0.1%00.0%不變–
TTETotalEnergies SESPONSORED ADS2,813$16.6 萬<0.1%+64+2.3%加碼歷史
TUTelus CorpCOM8,351$16.6 萬<0.1%+247+3.0%加碼歷史
IBMInternational Business Machines CorpStock1,261$16.5 萬<0.1%−634−33.5%減碼歷史
MAINMain Street Capital CORPCEF4,176$16.5 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock830$16.3 萬<0.1%+245+41.9%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,387$16.2 萬<0.1%+2,180+1,053.1%加碼–
CTSHCognizant Technology Solutions CorpCL A2,625$16.0 萬<0.1%+647+32.7%加碼歷史
SAIASaia IncCOM585$15.9 萬<0.1%+578+8,257.1%加碼歷史
ITWIllinois Tool Works IncStock653$15.9 萬<0.1%−34−4.9%減碼歷史
SNPSSynopsys IncCOM410$15.8 萬<0.1%+59+16.8%加碼歷史
AJGArthur J. Gallagher & Co.COM823$15.8 萬<0.1%+71+9.4%加碼歷史
iShares Core S&P US Value ETF464287663ETF2,131$15.7 萬<0.1%−80−3.6%減碼–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR10,141$15.7 萬<0.1%+3,714+57.8%加碼歷史
WITWipro LtdSPON ADR 1 SH34,882$15.7 萬<0.1%+19,921+133.2%加碼歷史
HCAHCA Healthcare, Inc.COM592$15.6 萬<0.1%−30−4.8%減碼歷史
ARESAres Management CorpCL A COM STK1,870$15.6 萬<0.1%00.0%不變歷史
OVVOvintiv Inc.COM4,317$15.6 萬<0.1%+3,843+810.8%加碼歷史
MMM3M CoStock1,482$15.6 萬<0.1%−171−10.3%減碼歷史
SYKStryker CorpStock544$15.5 萬<0.1%+10+1.9%加碼歷史
ELEstee Lauder Companies IncCL A629$15.5 萬<0.1%−508−44.7%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF1,128$15.5 萬<0.1%00.0%不變–
PHParker-Hannifin CorpStock460$15.4 萬<0.1%−65−12.4%減碼歷史
Timothy Plan887432326HIG DV STK ETF4,939$15.4 萬<0.1%+700+16.5%加碼–
UALUnited Airlines Holdings, Inc.COM3,484$15.4 萬<0.1%+835+31.5%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM1,980$15.2 萬<0.1%+6+0.3%加碼歷史
DFSDiscover Financial ServicesCOM1,541$15.2 萬<0.1%−147−8.7%減碼歷史
ARCCAres Capital CorpCEF8,230$15.0 萬<0.1%−479−5.5%減碼歷史
FERGFerguson Enterprises Inc.SHS1,123$15.0 萬<0.1%−157−12.3%減碼歷史
DOWDow Inc.Stock2,738$15.0 萬<0.1%−72−2.6%減碼歷史
BIIBBiogen Inc.COM537$14.9 萬<0.1%−5−0.9%減碼歷史
ALLAllstate CorpStock1,345$14.9 萬<0.1%−37−2.7%減碼歷史
NSITInsight Enterprises IncCOM1,041$14.9 萬<0.1%−30−2.8%減碼歷史
CDNSCadence Design Systems IncStock702$14.7 萬<0.1%+547+352.9%加碼歷史
ALGNAlign Technology IncCOM439$14.7 萬<0.1%+3+0.7%加碼歷史
MZTIMarzetti CoCOM723$14.7 萬<0.1%00.0%不變歷史
VALEVale S.A.SPONSORED ADS9,256$14.6 萬<0.1%−5,148−35.7%減碼歷史
LRCXLam Research CorpCOM274$14.5 萬<0.1%+6+2.2%加碼歷史
LVSLas Vegas Sands CorpCOM2,519$14.5 萬<0.1%+571+29.3%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW16,508$14.5 萬<0.1%−1,225−6.9%減碼歷史
BKRBaker Hughes CoCL A5,011$14.5 萬<0.1%+914+22.3%加碼歷史
iShares Russell Midcap ETF464287499ETF2,060$14.4 萬<0.1%−102−4.7%減碼–
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,057$14.2 萬<0.1%+180+4.6%加碼歷史
ARWArrow Electronics, Inc.COM1,141$14.2 萬<0.1%−4−0.3%減碼歷史
WRKWestRock CoCOM4,672$14.2 萬<0.1%+26+0.6%加碼歷史
SHWSherwin Williams CoCOM626$14.1 萬<0.1%+30+5.0%加碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,728$14.0 萬<0.1%−246−12.5%減碼–
SHELShell plcADR2,423$13.9 萬<0.1%+59+2.5%加碼歷史
NUENucor CorpCOM900$13.9 萬<0.1%−81−8.3%減碼歷史
SPGIS&P Global Inc.Stock398$13.7 萬<0.1%+5+1.3%加碼歷史
AMEAmetek IncCOM931$13.5 萬<0.1%−6−0.6%減碼歷史
AIGAmerican International Group, Inc.Stock2,675$13.5 萬<0.1%−13−0.5%減碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,235$13.4 萬<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM1,516$13.4 萬<0.1%−7,029−82.3%減碼歷史
TMUST-Mobile US, Inc.Stock921$13.3 萬<0.1%−139−13.1%減碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS1,211$13.2 萬<0.1%+12+1.0%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 34,938$13.1 萬<0.1%−49−1.0%減碼歷史
FISFidelity National Information Services, Inc.Stock2,397$13.0 萬<0.1%−35−1.4%減碼歷史
APHAmphenol CorpCL A1,590$13.0 萬<0.1%−79−4.7%減碼歷史
VICIVici Properties Inc.COM3,971$13.0 萬<0.1%+449+12.7%加碼歷史
EDConsolidated Edison IncStock1,343$12.8 萬<0.1%+1,113+483.9%加碼歷史
IMOImperial Oil LtdCOM NEW2,503$12.7 萬<0.1%−66−2.6%減碼歷史
APAAPA CorpStock3,526$12.7 萬<0.1%+3,021+598.2%加碼歷史
FCXFreeport-McMoran IncStock3,101$12.7 萬<0.1%+582+23.1%加碼歷史
DNPDNP Select Income Fund IncCOM11,450$12.6 萬<0.1%00.0%不變歷史
BF.ABrown Forman CorpCL A1,935$12.6 萬<0.1%+37+1.9%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW6,815$12.5 萬<0.1%+645+10.5%加碼歷史
UBSUBS Group AGStock5,832$12.4 萬<0.1%−373−6.0%減碼歷史
HPQHP IncStock4,223$12.4 萬<0.1%−12,084−74.1%減碼歷史
WDAYWorkday, Inc.CL A599$12.4 萬<0.1%−12−2.0%減碼歷史
VMCVulcan Materials COCOM720$12.4 萬<0.1%+444+160.9%加碼歷史
CARRCarrier Global CorpStock2,691$12.3 萬<0.1%+73+2.8%加碼歷史
CNQCanadian Natural Resources LtdCOM2,221$12.3 萬<0.1%−106−4.6%減碼歷史
SFMSprouts Farmers Market, Inc.COM3,492$12.2 萬<0.1%−192−5.2%減碼歷史
CEGConstellation Energy CorpStock1,558$12.2 萬<0.1%−223−12.5%減碼歷史
ITTItt Inc.COM1,415$12.2 萬<0.1%−239−14.4%減碼歷史
TTDTrade Desk, Inc.Stock1,994$12.1 萬<0.1%−28−1.4%減碼歷史
BIDUBaidu, Inc.ADR802$12.1 萬<0.1%+692+629.1%加碼歷史
XYZBlock, Inc.CL A1,762$12.1 萬<0.1%−406−18.7%減碼歷史
RSReliance, Inc.COM471$12.1 萬<0.1%+36+8.3%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,729$12.0 萬<0.1%+95+5.8%加碼歷史
SLBSLB LimitedStock2,435$12.0 萬<0.1%−155−6.0%減碼歷史
NETCloudflare, Inc.CL A COM1,937$11.9 萬<0.1%−139−6.7%減碼歷史
EMEEMCOR Group, Inc.Stock730$11.9 萬<0.1%00.0%不變歷史
GWWW.W. Grainger, Inc.Stock172$11.8 萬<0.1%+3+1.8%加碼歷史
IDXXIDEXX Laboratories IncCOM236$11.8 萬<0.1%+23+10.8%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,128$11.8 萬<0.1%+132+6.6%加碼–
STLDSteel Dynamics IncCOM1,042$11.8 萬<0.1%+23+2.3%加碼歷史
iShares Tr464288281JPMORGAN USD EMG1,355$11.7 萬<0.1%+422+45.2%加碼–
NXPINXP Semiconductors N.V.COM625$11.7 萬<0.1%+5+0.8%加碼歷史
CLXClorox CoStock736$11.6 萬<0.1%+181+32.6%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$11.5 萬<0.1%00.0%不變–
WTWWillis Towers Watson PLCSHS493$11.5 萬<0.1%−10−2.0%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock886$11.4 萬<0.1%+35+4.1%加碼歷史

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