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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
TTCToro CoCOM565$6.28 萬<0.1%+8+1.4%加碼歷史
CWTCalifornia Water Service GroupCOM1,078$6.27 萬<0.1%−45−4.0%減碼歷史
SAPSAP SEADR495$6.26 萬<0.1%−87−14.9%減碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE1,907$6.25 萬<0.1%−75−3.8%減碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$6.24 萬<0.1%+1,985新進–
PATHUiPath, Inc.Stock3,553$6.24 萬<0.1%+61+1.7%加碼歷史
EGHT8X8 IncCOM14,943$6.23 萬<0.1%+11,379+319.3%加碼歷史
LLoews CorpCOM1,073$6.23 萬<0.1%00.0%不變歷史
STWDStarwood Property Trust, Inc.COM3,515$6.22 萬<0.1%+143+4.2%加碼歷史
DASHDoorDash, Inc.Stock977$6.21 萬<0.1%−30−3.0%減碼歷史
QDELQuidelOrtho CorpCOM697$6.21 萬<0.1%+16+2.3%加碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP1,079$6.21 萬<0.1%+109+11.2%加碼–
WCCWesco International IncCOM401$6.20 萬<0.1%+6+1.5%加碼歷史
LSCCLattice Semiconductor CorpCOM648$6.19 萬<0.1%+66+11.3%加碼歷史
BNLBroadstone Net Lease, Inc.COM3,599$6.12 萬<0.1%+165+4.8%加碼歷史
SNOWSnowflake Inc.Stock396$6.11 萬<0.1%−145−26.8%減碼歷史
HIWHighwoods Properties, Inc.COM2,631$6.10 萬<0.1%−131−4.7%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,473$6.06 萬<0.1%00.0%不變–
AVTRAvantor, Inc.COM2,864$6.05 萬<0.1%+75+2.7%加碼歷史
BCCBoise Cascade CoCOM955$6.04 萬<0.1%−284−22.9%減碼歷史
VODVodafone Group Public Ltd CoADR5,471$6.04 萬<0.1%+1,426+35.3%加碼歷史
COFCapital One Financial CorpStock627$6.03 萬<0.1%−279−30.8%減碼歷史
WPPWPP plcADR1,008$6.00 萬<0.1%−60−5.6%減碼歷史
CNPCenterpoint Energy IncCOM2,035$6.00 萬<0.1%+176+9.5%加碼歷史
ALEAllete IncCOM NEW930$5.99 萬<0.1%00.0%不變歷史
ALLYAlly Financial Inc.Stock2,335$5.95 萬<0.1%−280−10.7%減碼歷史
BYDBoyd Gaming CorpCOM927$5.94 萬<0.1%+18+2.0%加碼歷史
INGING Groep NVSPONSORED ADR4,997$5.93 萬<0.1%−295−5.6%減碼歷史
CGCarlyle Group Inc.COM1,901$5.90 萬<0.1%+155+8.9%加碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,435$5.90 萬<0.1%+40+2.9%加碼–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM2,588$5.90 萬<0.1%+25+1.0%加碼–
CBRECbre Group, Inc.CL A809$5.89 萬<0.1%−19−2.3%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$5.84 萬<0.1%00.0%不變–
AXONAxon Enterprise, Inc.COM259$5.82 萬<0.1%+3+1.2%加碼歷史
THGHanover Insurance Group, Inc.COM453$5.82 萬<0.1%+16+3.7%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD11,802$5.82 萬<0.1%+317+2.8%加碼歷史
CAHCardinal Health IncStock764$5.77 萬<0.1%−6−0.8%減碼歷史
CABOCable One, Inc.COM82$5.76 萬<0.1%+2+2.5%加碼歷史
FLOFlowers Foods IncCOM2,098$5.75 萬<0.1%+1,591+313.8%加碼歷史
RITMRithm Capital Corp.REIT7,172$5.74 萬<0.1%−518−6.7%減碼歷史
LDOSLeidos Holdings, Inc.COM622$5.73 萬<0.1%+95+18.0%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF555$5.70 萬<0.1%−581−51.1%減碼–
VFCV F CorpStock2,479$5.68 萬<0.1%+276+12.5%加碼歷史
AGRAvangrid, Inc.COM1,423$5.67 萬<0.1%+212+17.5%加碼歷史
ABGAsbury Automotive Group IncCOM270$5.67 萬<0.1%+20+8.0%加碼歷史
ICLICL Group Ltd.SHS8,331$5.67 萬<0.1%−2,526−23.3%減碼歷史
RNGRingCentral, Inc.CL A1,847$5.66 萬<0.1%−191−9.4%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF700$5.65 萬<0.1%−13−1.8%減碼–
CIENCiena CorpCOM NEW1,075$5.65 萬<0.1%+20+1.9%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT5,524$5.64 萬<0.1%00.0%不變歷史
MCOMoodys CorpStock184$5.63 萬<0.1%−311−62.8%減碼歷史
iShares Tr464287150CORE S&P TTL STK621$5.62 萬<0.1%00.0%不變–
TXNMTXNM Energy IncCOM1,153$5.61 萬<0.1%+1,153新進歷史
TRVTravelers Companies, Inc.Stock327$5.61 萬<0.1%+4+1.2%加碼歷史
TRMBTrimble Inc.COM1,068$5.60 萬<0.1%+39+3.8%加碼歷史
MRNAModerna, Inc.Stock363$5.58 萬<0.1%−258−41.5%減碼歷史
BBWIBath & Body Works, Inc.COM1,519$5.56 萬<0.1%−6−0.4%減碼歷史
CPTCamden Property TrustREIT530$5.56 萬<0.1%+17+3.3%加碼歷史
SNAPSnap IncStock4,955$5.55 萬<0.1%+1,100+28.5%加碼歷史
DALDelta Air Lines, Inc.COM NEW1,580$5.52 萬<0.1%+789+99.7%加碼歷史
iShares Tr46435G474FALN ANGLS USD2,181$5.51 萬<0.1%−541−19.9%減碼–
ATATAtour Lifestyle Holdings LtdSPONSORED ADS2,100$5.50 萬<0.1%+2,100新進歷史
SLABSilicon Laboratories Inc.Stock314$5.50 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM868$5.48 萬<0.1%−103−10.6%減碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT2,353$5.46 萬<0.1%+728+44.8%加碼–
MDBMongoDB, Inc.CL A234$5.45 萬<0.1%−176−42.9%減碼歷史
ARK Innovation ETF00214Q104ETF1,348$5.44 萬<0.1%+703+109.0%加碼–
iShares Tr46429B333GNMA BOND ETF1,223$5.44 萬<0.1%−17−1.4%減碼–
OKEONEOK IncCOM853$5.42 萬<0.1%−11−1.3%減碼歷史
CTASCintas CorpStock117$5.41 萬<0.1%−1−0.8%減碼歷史
COHRCoherent Corp.COM1,416$5.39 萬<0.1%−54−3.7%減碼歷史
HESHess CorpStock407$5.39 萬<0.1%−22−5.1%減碼歷史
CMICummins IncStock225$5.37 萬<0.1%+95+73.1%加碼歷史
PTCPTC Inc.Stock419$5.37 萬<0.1%+7+1.7%加碼歷史
Nuveen PFD & Incm Securties67072C105COM8,312$5.37 萬<0.1%00.0%不變–
SRCLStericycle IncCOM1,221$5.32 萬<0.1%00.0%不變歷史
VMRKVivmark ResidentialSH BEN INT879$5.27 萬<0.1%+194+28.3%加碼歷史
iShares Select Dividend ETF464287168ETF450$5.27 萬<0.1%+250+125.0%加碼–
Paramount Global92556H206CL B2,360$5.27 萬<0.1%−219−8.5%減碼–
FASTFastenal CoStock975$5.26 萬<0.1%−29−2.9%減碼歷史
FNFFidelity National Financial, Inc.COM SHS1,504$5.25 萬<0.1%+732+94.8%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF1,702$5.25 萬<0.1%+344+25.3%加碼–
MTDRMatador Resources CoCOM1,091$5.20 萬<0.1%−9−0.8%減碼歷史
CFCF Industries Holdings, Inc.COM717$5.20 萬<0.1%−213−22.9%減碼歷史
XELXcel Energy IncStock768$5.18 萬<0.1%−178−18.8%減碼歷史
GNRCGenerac Holdings Inc.Stock478$5.16 萬<0.1%+33+7.4%加碼歷史
AESAES CorpStock2,134$5.14 萬<0.1%+104+5.1%加碼歷史
AEISAdvanced Energy Industries IncCOM519$5.09 萬<0.1%+18+3.6%加碼歷史
CPAYCorpay, Inc.COM241$5.08 萬<0.1%+2+0.8%加碼歷史
MLIMueller Industries IncCOM691$5.08 萬<0.1%−47−6.4%減碼歷史
AIZAssurant, Inc.Stock422$5.07 萬<0.1%−16−3.7%減碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD9,573$5.06 萬<0.1%−1,254−11.6%減碼歷史
OKTAOkta, Inc.CL A582$5.02 萬<0.1%−39−6.3%減碼歷史
EXCExelon CorpStock1,197$5.01 萬<0.1%−1,732−59.1%減碼歷史
DDOGDatadog, Inc.CL A COM688$5.00 萬<0.1%−37−5.1%減碼歷史
SUSuncor Energy IncStock1,591$4.94 萬<0.1%−286−15.2%減碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM2,021$4.93 萬<0.1%+1,200+146.2%加碼歷史
CHRDChord Energy CorpCOM NEW366$4.93 萬<0.1%00.0%不變歷史
ALVAutoliv IncCOM526$4.91 萬<0.1%+5+1.0%加碼歷史
BTGB2GOLD CorpCOM12,450$4.91 萬<0.1%−9,667−43.7%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