跳到主要內容
Livermore
Livermore
中文EN

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
KBKB Financial Group Inc.SPONSORED ADR1,346$4.90 萬<0.1%−2,209−62.1%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF1,022$4.89 萬<0.1%−48−4.5%減碼–
CORCencora, Inc.Stock304$4.87 萬<0.1%−7−2.3%減碼歷史
PORPortland General Electric CoCOM NEW995$4.86 萬<0.1%00.0%不變歷史
RGAReinsurance Group of America IncCOM NEW361$4.79 萬<0.1%+7+2.0%加碼歷史
TPLTexas Pacific Land CorpStock28$4.76 萬<0.1%+1+3.7%加碼歷史
SUNSunoco LPCOM UT REP LP1,084$4.76 萬<0.1%00.0%不變歷史
Victory Portfolios II92647N881VCSHS INTL HG DV1,537$4.76 萬<0.1%+10+0.7%加碼–
PDCEPDC Energy, Inc.COM739$4.74 萬<0.1%−114−13.4%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE660$4.74 萬<0.1%+113+20.7%加碼–
EIXEdison InternationalStock668$4.72 萬<0.1%−129−16.2%減碼歷史
GLOBGlobant S.A.COM285$4.67 萬<0.1%−69−19.5%減碼歷史
PFGPrincipal Financial Group IncCOM628$4.67 萬<0.1%+54+9.4%加碼歷史
JLLJones Lang Lasalle IncCOM319$4.64 萬<0.1%+8+2.6%加碼歷史
iShares Tr46428743220 YR TR BD ETF436$4.64 萬<0.1%−78−15.2%減碼–
FWRDForward Air CorpCOM430$4.63 萬<0.1%−12−2.7%減碼歷史
AMGAffiliated Managers Group, Inc.Stock324$4.61 萬<0.1%+20+6.6%加碼歷史
MTHMeritage Homes CORPCOM393$4.59 萬<0.1%+106+36.9%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF685$4.58 萬<0.1%−311−31.2%減碼–
AFRMAffirm Holdings, Inc.COM CL A4,055$4.57 萬<0.1%−407−9.1%減碼歷史
TMToyota Motor CorpADS322$4.56 萬<0.1%−24−6.9%減碼歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL562$4.54 萬<0.1%00.0%不變依 2 比 1 拆股換算–
VEEVVeeva Systems IncStock245$4.50 萬<0.1%+4+1.7%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock547$4.49 萬<0.1%+547新進歷史
Vanguard Materials ETF92204A801ETF251$4.46 萬<0.1%−32−11.3%減碼–
LPXLouisiana-Pacific CorpCOM819$4.44 萬<0.1%+10+1.2%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,360$4.44 萬<0.1%00.0%不變歷史
CRHCRH Public Ltd CoADR871$4.43 萬<0.1%−158−15.4%減碼歷史
NOVNOV Inc.COM2,378$4.40 萬<0.1%+661+38.5%加碼歷史
RBB FD Inc74933W635MOTLEY FOOL GBL1,713$4.39 萬<0.1%+1,713新進–
iShares Tr464287549EXPND TEC SC ETF129$4.38 萬<0.1%+2+1.6%加碼–
EXELExelixis, Inc.COM2,243$4.35 萬<0.1%+710+46.3%加碼歷史
DDDuPont de Nemours, Inc.COM606$4.35 萬<0.1%+121+24.9%加碼歷史
MPTMedical Properties Trust IncCOM5,283$4.34 萬<0.1%−8,173−60.7%減碼歷史
PPGPPG Industries IncStock325$4.34 萬<0.1%+41+14.4%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,068$4.31 萬<0.1%00.0%不變歷史
Victory Portfolios II92647N527CORE BD ETF923$4.31 萬<0.1%+4+0.4%加碼–
iShares Tr46436E759ESG EAFE ETF722$4.30 萬<0.1%−61−7.8%減碼–
SRSpire IncCOM608$4.27 萬<0.1%+32+5.6%加碼歷史
ELANElanco Animal Health IncCOM4,532$4.26 萬<0.1%+303+7.2%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM3,622$4.26 萬<0.1%+46+1.3%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW111,088$4.25 萬<0.1%+17+1.6%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE625$4.25 萬<0.1%−5−0.8%減碼歷史
GRMNGarmin LtdSHS421$4.25 萬<0.1%+11+2.7%加碼歷史
KRCKilroy Realty CorpCOM1,310$4.24 萬<0.1%+1,264+2,747.8%加碼歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH446$4.23 萬<0.1%00.0%不變依 2 比 1 拆股換算–
SNXTD Synnex CorpCOM436$4.22 萬<0.1%+217+99.1%加碼歷史
iShares Tr464288372GLB INFRASTR ETF879$4.19 萬<0.1%−97−9.9%減碼–
PEOAdams Natural Resources Fund, Inc.COM2,038$4.19 萬<0.1%00.0%不變歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$4.17 萬<0.1%00.0%不變歷史
RNRRenaissancere Holdings LtdCOM208$4.17 萬<0.1%00.0%不變歷史
iShares Tr464287580US CONSUM DISCRE640$4.14 萬<0.1%00.0%不變–
STMSTMicroelectronics N.V.NY REGISTRY773$4.13 萬<0.1%−123−13.7%減碼歷史
TRUTransUnionCOM665$4.13 萬<0.1%+8+1.2%加碼歷史
BNYBank of New York Mellon CorpStock904$4.11 萬<0.1%+84+10.2%加碼歷史
iShares Tr4642874407-10 YR TRSY BD414$4.10 萬<0.1%−916−68.9%減碼–
NWENorthWestern Energy Group, Inc.COM NEW708$4.10 萬<0.1%+690+3,833.3%加碼歷史
NLYAnnaly Capital Management IncREIT2,140$4.09 萬<0.1%+130+6.5%加碼歷史
ZDZiff Davis, Inc.COM523$4.08 萬<0.1%−9−1.7%減碼歷史
FOXFFox Factory Holding CorpCOM335$4.07 萬<0.1%−5−1.5%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM594$4.06 萬<0.1%+16+2.8%加碼歷史
WIREEncore Wire CorpCOM219$4.06 萬<0.1%−23−9.5%減碼歷史
AVAAvista CorpCOM950$4.03 萬<0.1%+579+156.1%加碼歷史
CHKPCheck Point Software Technologies LtdORD310$4.03 萬<0.1%−29−8.6%減碼歷史
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$4.01 萬<0.1%00.0%不變–
PCARPaccar IncCOM547$4.00 萬<0.1%+127+30.2%加碼歷史
LBTYKLiberty Global Ltd.SHS CL C1,961$4.00 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD2,172$3.99 萬<0.1%−766−26.1%減碼–
CPNGCoupang, Inc.CL A2,493$3.99 萬<0.1%−1,054−29.7%減碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF868$3.97 萬<0.1%00.0%不變–
Unified Ser Tr90470L519ONEA CORE BD ETF1,718$3.96 萬<0.1%+1,718新進–
MDCSekisui House U.S., Inc.COM1,019$3.96 萬<0.1%+70+7.4%加碼歷史
UNVRUnivar Solutions Inc.COM1,127$3.95 萬<0.1%+52+4.8%加碼歷史
COINCoinbase Global, Inc.COM CL A584$3.94 萬<0.1%−1−0.2%減碼歷史
LNGCheniere Energy, Inc.COM NEW250$3.94 萬<0.1%−22−8.1%減碼歷史
IVTInvenTrust Properties Corp.COM NEW1,668$3.90 萬<0.1%+1,000+149.7%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW390$3.85 萬<0.1%00.0%不變歷史
NPKINPK International Inc.COM SHS10,000$3.85 萬<0.1%00.0%不變歷史
TREXTrex Co IncCOM790$3.85 萬<0.1%+67+9.3%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM1,220$3.84 萬<0.1%+56+4.8%加碼–
DBX ETF Tr233051432XTRACK USD HIGH1,105$3.84 萬<0.1%−369−25.0%減碼–
FHNFirst Horizon CorpCOM2,157$3.83 萬<0.1%−389−15.3%減碼歷史
ALBAlbemarle CorpStock173$3.82 萬<0.1%+70+68.0%加碼歷史
MANManpowerGroup Inc.COM461$3.80 萬<0.1%+13+2.9%加碼歷史
IPInternational Paper CoCOM1,054$3.80 萬<0.1%+48+4.8%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM1,089$3.77 萬<0.1%−603−35.6%減碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP691$3.75 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P870NUVEEN ESG US1,666$3.72 萬<0.1%00.0%不變–
RACEFerrari N.V.COM136$3.68 萬<0.1%−37−21.4%減碼歷史
HEIHeico CorpCOM215$3.68 萬<0.1%00.0%不變歷史
MTDMettler Toledo International IncCOM24$3.67 萬<0.1%+6+33.3%加碼歷史
DCIDonaldson Co IncStock561$3.67 萬<0.1%00.0%不變歷史
PINCPremier, Inc.CL A1,129$3.65 萬<0.1%+1,080+2,204.1%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD780$3.65 萬<0.1%00.0%不變–
SRCSpirit Realty Capital, Inc.COM NEW916$3.65 萬<0.1%+62+7.3%加碼歷史
CPBCAMPBELL'S CoCOM663$3.65 萬<0.1%+127+23.7%加碼歷史
TECKTeck Resources LtdCL B992$3.62 萬<0.1%+32+3.3%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF130$3.60 萬<0.1%−35−21.2%減碼–
iShares Tr46435U663ESG AWARE MSCI1,058$3.60 萬<0.1%−159−13.1%減碼–
AWKAmerican Water Works Company, Inc.Stock244$3.57 萬<0.1%+10+4.3%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