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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
APDAir Products & Chemicals, Inc.Stock294$8.45 萬<0.1%−36−10.9%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,342$8.44 萬<0.1%+2+0.1%加碼–
SMCISuper Micro Computer, Inc.COM792$8.44 萬<0.1%+37+4.9%加碼歷史
FHIFederated Hermes, Inc.CL B2,102$8.44 萬<0.1%+140+7.1%加碼歷史
VRSNVerisign IncCOM399$8.43 萬<0.1%+15+3.9%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW19,406$8.34 萬<0.1%00.0%不變歷史
GDGeneral Dynamics CorpStock365$8.33 萬<0.1%+213+140.1%加碼歷史
SSBSouthState Bank CorpCOM1,166$8.31 萬<0.1%+123+11.8%加碼歷史
EGEverest Group, Ltd.COM231$8.27 萬<0.1%+1+0.4%加碼歷史
SANBanco Santander, S.A.ADR22,313$8.23 萬<0.1%+2,100+10.4%加碼歷史
LCIILci IndustriesCOM749$8.23 萬<0.1%+48+6.8%加碼歷史
NYTNew York Times CoCL A2,114$8.22 萬<0.1%+24+1.1%加碼歷史
GDDYGoDaddy Inc.CL A1,057$8.21 萬<0.1%−53−4.8%減碼歷史
SEESealed Air CorpCOM1,775$8.15 萬<0.1%+288+19.4%加碼歷史
SYYSysco CorpStock1,055$8.15 萬<0.1%+194+22.5%加碼歷史
SPSCSPS Commerce IncCOM533$8.12 萬<0.1%+17+3.3%加碼歷史
BF.BBrown Forman CorpStock1,263$8.12 萬<0.1%−153−10.8%減碼歷史
ORANYOrangeSPONSORED ADR6,789$8.10 萬<0.1%+650+10.6%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF533$8.05 萬<0.1%+9+1.7%加碼–
iShares Tr46435U713US INFRASTRUC2,154$8.04 萬<0.1%−112−4.9%減碼–
BlackRock ETF Trust09290C509ISHA US AWAR ETF1,776$8.03 萬<0.1%+426+31.6%加碼–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR2,941$8.02 萬<0.1%+2,850+3,131.9%加碼歷史
TRTNTriton International LtdCL A1,265$8.00 萬<0.1%00.0%不變歷史
RJFRaymond James Financial IncCOM856$7.99 萬<0.1%−60−6.6%減碼歷史
MSIMotorola Solutions, Inc.Stock279$7.98 萬<0.1%−150−35.0%減碼歷史
MTBM&T Bank CorpCOM666$7.96 萬<0.1%−53−7.4%減碼歷史
TRPTC Energy CorpCOM2,041$7.94 萬<0.1%+131+6.9%加碼歷史
iShares Inc464286764MSCI SPAIN ETF2,838$7.91 萬<0.1%+2,838新進–
MROMarathon Oil CorpCOM3,291$7.89 萬<0.1%−386−10.5%減碼歷史
TSNTyson Foods, Inc.Stock1,330$7.88 萬<0.1%−448−25.2%減碼歷史
CLColgate Palmolive CoStock1,039$7.81 萬<0.1%−309−22.9%減碼歷史
SJMJ M SMUCKER CoStock496$7.81 萬<0.1%−14−2.7%減碼歷史
UGIUgi CorpStock2,237$7.78 萬<0.1%−400−15.2%減碼歷史
WBDWarner Bros. Discovery, Inc.Stock5,101$7.70 萬<0.1%−374−6.8%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF775$7.69 萬<0.1%−51−6.2%減碼–
PSAPublic StorageCOM250$7.57 萬<0.1%+60+31.6%加碼歷史
GHCGraham Holdings CoCOM CL B127$7.57 萬<0.1%00.0%不變歷史
RBLXRoblox CorpStock1,674$7.53 萬<0.1%−331−16.5%減碼歷史
WPCW. P. Carey Inc.COM972$7.53 萬<0.1%−6,326−86.7%減碼歷史
FTVFortive CorpStock1,104$7.53 萬<0.1%−11−1.0%減碼歷史
FOXAFox CorpCL A COM2,199$7.49 萬<0.1%+323+17.2%加碼歷史
FCFSFirstCash Holdings, Inc.COM784$7.48 萬<0.1%+6+0.8%加碼歷史
BLDRBuilders FirstSource, Inc.Stock838$7.44 萬<0.1%+49+6.2%加碼歷史
CPRTCopart IncCOM987$7.42 萬<0.1%−4,643−82.5%減碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$7.42 萬<0.1%00.0%不變–
PEGPublic Service Enterprise Group IncCOM1,187$7.41 萬<0.1%+145+13.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM148$7.41 萬<0.1%+6+4.2%加碼歷史
HUNHuntsman CORPCOM2,687$7.35 萬<0.1%+120+4.7%加碼歷史
DDominion Energy, IncStock1,313$7.34 萬<0.1%−766−36.8%減碼歷史
AXSAxis Capital Holdings LtdSHS1,347$7.34 萬<0.1%+23+1.7%加碼歷史
TTWOTake Two Interactive Software IncCOM608$7.25 萬<0.1%+486+398.4%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$7.25 萬<0.1%00.0%不變–
WYNNWynn Resorts LtdCOM646$7.23 萬<0.1%+493+322.2%加碼歷史
OHIOmega Healthcare Investors IncCOM2,634$7.22 萬<0.1%+974+58.7%加碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS9,532$7.22 萬<0.1%+260+2.8%加碼歷史
iShares Inc464286103MSCI AUST ETF3,141$7.21 萬<0.1%+3,110+10,032.3%加碼–
WYWeyerhaeuser CoCOM NEW2,390$7.20 萬<0.1%−17−0.7%減碼歷史
LEALear CorpCOM NEW516$7.20 萬<0.1%+91+21.4%加碼歷史
BDXBecton Dickinson & CoStock290$7.20 萬<0.1%−29−9.1%減碼歷史
iShares Tr46436E767ESG MSCI USA ETF2,167$7.17 萬<0.1%−46−2.1%減碼–
CARAvis Budget Group, Inc.COM367$7.15 萬<0.1%−14−3.7%減碼歷史
LXPLXP Industrial TrustCOM6,932$7.15 萬<0.1%+720+11.6%加碼歷史
OTEXOpen Text CorpCOM1,839$7.09 萬<0.1%+137+8.0%加碼歷史
AMAntero Midstream CorpStock6,745$7.08 萬<0.1%−73−1.1%減碼歷史
HSYHershey CoCOM278$7.07 萬<0.1%+9+3.3%加碼歷史
SYFSynchrony FinancialCOM2,430$7.07 萬<0.1%−657−21.3%減碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK2,813$7.01 萬<0.1%−31,017−91.7%減碼歷史
DLTRDollar Tree, Inc.COM488$7.01 萬<0.1%−4−0.8%減碼歷史
ABBNYABB LtdSPONSORED ADR2,037$6.99 萬<0.1%−302−12.9%減碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW1,865$6.95 萬<0.1%00.0%不變–
CMSCMS Energy CorpCOM1,117$6.86 萬<0.1%+114+11.4%加碼歷史
EQTEQT CorpStock2,149$6.86 萬<0.1%+907+73.0%加碼歷史
ORIOld Republic International CorpCOM2,741$6.84 萬<0.1%+118+4.5%加碼歷史
HEI.AHeico CorpCL A502$6.83 萬<0.1%−7−1.4%減碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,303$6.78 萬<0.1%+133+11.4%加碼歷史
COOKTraeger, Inc.COMMON STOCK16,500$6.78 萬<0.1%00.0%不變歷史
iShares Tr464288570ESG MSCI KLD ETF866$6.75 萬<0.1%−269−23.7%減碼–
LOPEGrand Canyon Education, Inc.COM590$6.72 萬<0.1%+18+3.1%加碼歷史
iShares Tr46436E601ESG MSCI EM LDRS1,467$6.68 萬<0.1%00.0%不變–
PPLIPeople IncCOM NEW1,282$6.62 萬<0.1%−145−10.2%減碼歷史
EMREmerson Electric CoStock758$6.61 萬<0.1%+116+18.1%加碼歷史
SSNCSS&C Technologies Holdings IncCOM1,165$6.58 萬<0.1%+341+41.4%加碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF2,581$6.56 萬<0.1%+1,420+122.3%加碼–
PNCPNC Financial Services Group, Inc.Stock516$6.56 萬<0.1%−230−30.8%減碼歷史
WECWec Energy Group, Inc.Stock688$6.52 萬<0.1%+73+11.9%加碼歷史
TXTernium S.A.SPONSORED ADS1,577$6.51 萬<0.1%+112+7.6%加碼歷史
LOGILogitech International S.A.SHS1,119$6.50 萬<0.1%−1,046−48.3%減碼歷史
METMetlife IncStock1,118$6.48 萬<0.1%−196−14.9%減碼歷史
VRTVertiv Holdings CoCOM CL A4,518$6.47 萬<0.1%00.0%不變歷史
TRNTrinity Industries IncCOM2,649$6.45 萬<0.1%+36+1.4%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD1,865$6.42 萬<0.1%−2,833−60.3%減碼歷史
ADSKAutodesk, Inc.COM308$6.41 萬<0.1%−6−1.9%減碼歷史
GRCGorman Rupp CoCOM2,549$6.37 萬<0.1%−191−7.0%減碼歷史
ILMNIllumina, Inc.COM274$6.37 萬<0.1%+80+41.2%加碼歷史
AEGAegon Ltd.NY REGISTRY SHS14,753$6.34 萬<0.1%+248+1.7%加碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,400$6.34 萬<0.1%+350+33.3%加碼–
BNBROOKFIELD CorpCL A LTD VT SH1,944$6.34 萬<0.1%+134+7.4%加碼歷史
BGBunge Global SACOM663$6.33 萬<0.1%+24+3.8%加碼歷史
SMPLSimply Good Foods CoCOM1,591$6.33 萬<0.1%−15−0.9%減碼歷史
EXPDExpeditors International of Washington IncCOM573$6.31 萬<0.1%−6−1.0%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