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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
KHCKraft Heinz CoStock2,956$11.4 萬<0.1%+541+22.4%加碼歷史
IFFInternational Flavors & Fragrances IncCOM1,239$11.4 萬<0.1%+509+69.7%加碼歷史
GIBCgi IncCL A1,183$11.4 萬<0.1%+57+5.1%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM13,486$11.3 萬<0.1%+5,350+65.8%加碼歷史
WWEWorld Wrestling Entertainment, LLCCL A1,241$11.3 萬<0.1%00.0%不變歷史
FCNCAFirst Citizens Bancshares IncCL A116$11.3 萬<0.1%−11−8.7%減碼歷史
DSGXDescartes Systems Group IncCOM1,393$11.2 萬<0.1%+42+3.1%加碼歷史
QSQuantumScape CorpCOM CL A13,586$11.1 萬<0.1%−1,626−10.7%減碼歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST4,513$11.1 萬<0.1%+4,513新進–
iShares Tr464287622RUS 1000 ETF491$11.1 萬<0.1%+148+43.1%加碼–
PUKPrudential PLCADR4,031$11.0 萬<0.1%−41−1.0%減碼歷史
DXCMDexcom IncCOM943$11.0 萬<0.1%−3−0.3%減碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$10.9 萬<0.1%00.0%不變歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,232$10.9 萬<0.1%+362+41.6%加碼–
HLNHaleon plcADR13,433$10.9 萬<0.1%−94−0.7%減碼歷史
EVREvercore Inc.CLASS A946$10.9 萬<0.1%+18+1.9%加碼歷史
TDGTransDigm Group INCCOM148$10.9 萬<0.1%−1−0.7%減碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD4,033$10.9 萬<0.1%+37+0.9%加碼歷史
KRKroger CoStock2,200$10.9 萬<0.1%−21−0.9%減碼歷史
FFord Motor CoStock8,614$10.9 萬<0.1%+695+8.8%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS12,231$10.8 萬<0.1%+449+3.8%加碼歷史
RIORio Tinto PLCADR1,575$10.8 萬<0.1%+15+1.0%加碼歷史
EAElectronic Arts Inc.COM892$10.7 萬<0.1%+174+24.2%加碼歷史
ATVIActivision Blizzard, Inc.COM1,255$10.7 萬<0.1%+265+26.8%加碼歷史
U.S. Global Jets ETF26922A842ETF5,745$10.7 萬<0.1%+3,638+172.7%加碼–
ORealty Income CorpREIT1,686$10.7 萬<0.1%+348+26.0%加碼歷史
MNSTMonster Beverage CorpCOM1,974$10.7 萬<0.1%−28−1.4%減碼依 2 比 1 拆股換算歷史
GGenpact LTDSHS2,299$10.6 萬<0.1%−108−4.5%減碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF4,253$10.6 萬<0.1%+1,027+31.8%加碼–
TWNKHostess Brands, Inc.CL A4,252$10.6 萬<0.1%+151+3.7%加碼歷史
iShares Tr464288760US AER DEF ETF913$10.5 萬<0.1%+863+1,726.0%加碼–
GSKGSK plcADR2,943$10.5 萬<0.1%+416+16.5%加碼歷史
ANETArista Networks, Inc.COM623$10.5 萬<0.1%+22+3.7%加碼歷史
AWRAmerican States Water CoCOM1,174$10.4 萬<0.1%−51−4.2%減碼歷史
TELTE Connectivity plcREG SHS795$10.4 萬<0.1%−196−19.8%減碼歷史
DLRDigital Realty Trust, Inc.COM1,056$10.4 萬<0.1%+23+2.2%加碼歷史
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF2,750$10.4 萬<0.1%−300−9.8%減碼–
SPOTSpotify Technology S.A.Stock773$10.3 萬<0.1%+202+35.4%加碼歷史
EHCEncompass Health CorpCOM1,908$10.3 萬<0.1%−1−0.1%減碼歷史
WELLWelltower Inc.REIT1,429$10.2 萬<0.1%+109+8.3%加碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW4,073$10.2 萬<0.1%+284+7.5%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF652$10.2 萬<0.1%00.0%不變–
iShares Tr464287762US HLTHCARE ETF374$10.2 萬<0.1%00.0%不變–
GGGGraco IncCOM1,395$10.2 萬<0.1%+27+2.0%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,063$10.1 萬<0.1%−22−2.0%減碼歷史
ZSZscaler, Inc.Stock866$10.1 萬<0.1%+217+33.4%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF1,095$9.97 萬<0.1%00.0%不變–
ROSTRoss Stores, Inc.COM935$9.93 萬<0.1%−330−26.1%減碼歷史
BSXBoston Scientific CorpStock1,960$9.81 萬<0.1%−269−12.1%減碼歷史
CTLTCatalent, Inc.COM1,480$9.73 萬<0.1%+83+5.9%加碼歷史
STXSeagate Technology Holdings plcORD SHS1,468$9.71 萬<0.1%−319−17.9%減碼歷史
IPGPIpg Photonics CorpCOM779$9.61 萬<0.1%00.0%不變歷史
AVTAvnet IncCOM2,125$9.61 萬<0.1%+6+0.3%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF8,348$9.58 萬<0.1%−442−5.0%減碼–
CTVACorteva, Inc.Stock1,585$9.56 萬<0.1%−96−5.7%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM3,818$9.49 萬<0.1%+489+14.7%加碼歷史
WDCWestern Digital CorpCOM2,495$9.40 萬<0.1%+445+21.7%加碼歷史
LSTRLandstar System IncCOM524$9.39 萬<0.1%+10+1.9%加碼歷史
NWSANews CorpCL A5,434$9.39 萬<0.1%+194+3.7%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD3,987$9.33 萬<0.1%−50−1.2%減碼–
BHPBHP Group LtdADR1,469$9.31 萬<0.1%+165+12.7%加碼歷史
NTAPNetApp, Inc.Stock1,455$9.28 萬<0.1%+159+12.3%加碼歷史
Vanguard Industrials ETF92204A603ETF486$9.26 萬<0.1%−29−5.6%減碼–
PCGPG&E CorpStock5,706$9.23 萬<0.1%+4,910+616.8%加碼歷史
KFYKorn FerryCOM NEW1,780$9.21 萬<0.1%+82+4.8%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF1,945$9.12 萬<0.1%+1,406+260.9%加碼–
WSMWilliams Sonoma IncCOM747$9.09 萬<0.1%−8−1.1%減碼歷史
VNTVontier CorpStock3,317$9.07 萬<0.1%+126+3.9%加碼歷史
SONYSony Group CorpSPONSORED ADR999$9.06 萬<0.1%+587+142.5%加碼歷史
HPEHewlett Packard Enterprise CoCOM5,656$9.01 萬<0.1%−12,096−68.1%減碼歷史
MKTXMarketaxess Holdings IncCOM230$9.00 萬<0.1%+4+1.8%加碼歷史
EBAYeBay IncCOM2,024$8.98 萬<0.1%−18−0.9%減碼歷史
BAXBaxter International IncStock2,214$8.98 萬<0.1%+647+41.3%加碼歷史
ABNBAirbnb, Inc.Stock721$8.97 萬<0.1%−11−1.5%減碼歷史
LUVSouthwest Airlines CoCOM2,733$8.89 萬<0.1%+1,197+77.9%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX1,050$8.89 萬<0.1%00.0%不變依 2 比 1 拆股換算–
Starboard Invt Tr85521B742ADAPTIVE ALPHA4,076$8.88 萬<0.1%00.0%不變–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT3,851$8.88 萬<0.1%+2,069+116.1%加碼–
Vanguard Energy ETF92204A306ETF777$8.88 萬<0.1%−171−18.0%減碼–
FSLYFastly, Inc.CL A4,976$8.84 萬<0.1%−1,815−26.7%減碼歷史
HLIHoulihan Lokey, Inc.CL A1,010$8.84 萬<0.1%+18+1.8%加碼歷史
COOPMaverick Merger Sub 2, LLCCOM2,156$8.83 萬<0.1%+24+1.1%加碼歷史
CFGCitizens Financial Group IncCOM2,905$8.82 萬<0.1%−794−21.5%減碼歷史
IQVIQVIA Holdings Inc.Stock443$8.81 萬<0.1%+25+6.0%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50282$8.76 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C508US EQTY PWR BUF2,628$8.73 萬<0.1%+2,628新進–
BJBJ's Wholesale Club Holdings, Inc.COM1,146$8.72 萬<0.1%+48+4.4%加碼歷史
WDSWoodside Energy Group LtdADR3,836$8.60 萬<0.1%−508−11.7%減碼歷史
DECKDeckers Outdoor CorpCOM191$8.59 萬<0.1%+1+0.5%加碼歷史
TSCOTractor Supply CoCOM365$8.58 萬<0.1%−31−7.8%減碼歷史
VanEck Semiconductor ETF92189F676ETF325$8.55 萬<0.1%+150+85.7%加碼–
ROKURoku, IncCOM CL A1,299$8.55 萬<0.1%−85−6.1%減碼歷史
MAPSWM Technology, Inc.COM100,316$8.52 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS462$8.50 萬<0.1%+89+23.9%加碼歷史
Unified Ser Tr90470L444ONEASCENT INTL2,879$8.49 萬<0.1%+2,879新進–
WSTWest Pharmaceutical Services IncCOM245$8.49 萬<0.1%+40+19.5%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -902$8.47 萬<0.1%−55−5.7%減碼歷史
AERAerCap Holdings N.V.SHS1,506$8.47 萬<0.1%−34−2.2%減碼歷史
ROPRoper Technologies IncStock192$8.46 萬<0.1%+68+54.8%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF1,748$8.46 萬<0.1%00.0%不變–

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