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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 2 季持倉

持倉截至 2023/6/30，2023/8/4 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
2,491
較 2023 年第 1 季 +115
總值
$9.07 億
較 2023 年第 1 季 +$1.04 億 (+12.9%)
申報日
2023/8/4
SEC
EverSource Wealth Advisors, LLC 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MIDDMIDDLEBY CorpCOM75$1.11 萬<0.1%+75新進歷史
SWAVShockwave Medical, Inc.COM39$1.11 萬<0.1%+9+30.0%加碼歷史
YUMCYum China Holdings, Inc.COM198$1.12 萬<0.1%+78+65.0%加碼歷史
NPOEnpro Inc.COM84$1.12 萬<0.1%00.0%不變歷史
BHFBrighthouse Financial, Inc.COM238$1.13 萬<0.1%+176+283.9%加碼歷史
BKUBankUnited, Inc.COM523$1.13 萬<0.1%+178+51.6%加碼歷史
NMFCNew Mountain Finance CorpCOM925$1.15 萬<0.1%00.0%不變歷史
FFIVF5, Inc.Stock79$1.16 萬<0.1%+65+464.3%加碼歷史
LGIHLGI Homes, Inc.COM86$1.16 萬<0.1%+22+34.4%加碼歷史
NVSTEnvista Holdings CorpCOM343$1.16 萬<0.1%+214+165.9%加碼歷史
HTGCHercules Capital, Inc.COM787$1.16 萬<0.1%00.0%不變歷史
iShares Tr464288638ISHS 5-10YR INVT231$1.17 萬<0.1%+122+111.9%加碼–
HIWHighwoods Properties, Inc.COM489$1.17 萬<0.1%−2,142−81.4%減碼歷史
WIXWix.com Ltd.SHS150$1.17 萬<0.1%00.0%不變歷史
RPMRPM International IncCOM131$1.17 萬<0.1%−47−26.4%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK237$1.17 萬<0.1%+145+157.6%加碼歷史
GLNGGolar LNG LtdSHS583$1.18 萬<0.1%+192+49.1%加碼歷史
MTRXMatrix Service CoCOM2,000$1.18 萬<0.1%00.0%不變歷史
VREVeris Residential, Inc.COM734$1.18 萬<0.1%00.0%不變歷史
SKXSkechers USA IncCL A224$1.18 萬<0.1%+224新進歷史
BENFranklin Templeton IncCOM442$1.18 萬<0.1%+12+2.8%加碼歷史
KEYKeycorpCOM1,279$1.18 萬<0.1%+121+10.4%加碼歷史
CABOCable One, Inc.COM18$1.18 萬<0.1%−64−78.0%減碼歷史
APPAppLovin CorpCOM CL A463$1.19 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A672ST INTER ETF422$1.19 萬<0.1%+422新進–
BECNQxo Building Products, Inc.COM144$1.19 萬<0.1%00.0%不變歷史
NEONeogenomics IncCOM NEW745$1.20 萬<0.1%+160+27.4%加碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10861$1.20 萬<0.1%+797+1,245.3%加碼歷史
HLLYHolley Inc.COM2,940$1.20 萬<0.1%00.0%不變歷史
XPROExpro Group Holdings N.V.COM681$1.21 萬<0.1%+681新進歷史
Vanguard Financials ETF92204A405ETF149$1.21 萬<0.1%−111−42.7%減碼–
ABCBAmeris BancorpCOM356$1.22 萬<0.1%+356新進歷史
DLXDeluxe CorpCOM698$1.22 萬<0.1%−146−17.3%減碼歷史
EQNREquinor ASASPONSORED ADR419$1.22 萬<0.1%+159+61.2%加碼歷史
RYNRayonier IncCOM390$1.22 萬<0.1%−247−38.8%減碼歷史
ANDEAndersons, Inc.COM266$1.23 萬<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock246$1.23 萬<0.1%+200+434.8%加碼歷史
EXPEagle Materials IncCOM66$1.23 萬<0.1%00.0%不變歷史
CVECenovus Energy Inc.COM728$1.24 萬<0.1%+167+29.8%加碼歷史
EPAMEPAM Systems, Inc.COM55$1.24 萬<0.1%−9−14.1%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR5,643$1.24 萬<0.1%+517+10.1%加碼歷史
RMDResmed IncCOM57$1.25 萬<0.1%−9−13.6%減碼歷史
BALLBALL CorpCOM214$1.25 萬<0.1%+15+7.5%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.25 萬<0.1%−2,357−83.8%減碼歷史
AINAlbany International CorpCL A134$1.25 萬<0.1%+5+3.9%加碼歷史
WTMWhite Mountains Insurance Group LtdCOM9$1.25 萬<0.1%+3+50.0%加碼歷史
Barrick Gold Corp067901108COM740$1.25 萬<0.1%−29−3.8%減碼–
iShares Inc464286608MSCI EURZONE ETF274$1.26 萬<0.1%+274新進–
MRTNMarten Transport LtdCOM585$1.26 萬<0.1%00.0%不變歷史
APOGApogee Enterprises, Inc.COM265$1.26 萬<0.1%00.0%不變歷史
ROCKGibraltar Industries, Inc.COM202$1.27 萬<0.1%00.0%不變歷史
XYLXylem Inc.COM113$1.27 萬<0.1%+22+24.2%加碼歷史
KREFKKR Real Estate Finance Trust Inc.COM1,050$1.28 萬<0.1%+730+228.1%加碼歷史
MANHManhattan Associates IncStock64$1.28 萬<0.1%+12+23.1%加碼歷史
WATWaters CorpCOM48$1.28 萬<0.1%+15+45.5%加碼歷史
CCJCameco CorpStock409$1.28 萬<0.1%+286+232.5%加碼歷史
TECHBIO-TECHNE CorpCOM157$1.28 萬<0.1%+15+10.6%加碼歷史
PLURPluri Inc.COM16,000$1.28 萬<0.1%00.0%不變歷史
CRGYCrescent Energy CoCL A COM1,235$1.29 萬<0.1%00.0%不變歷史
EVRGEvergy, Inc.Stock221$1.29 萬<0.1%+7+3.3%加碼歷史
PFSProvident Financial Services IncCOM792$1.29 萬<0.1%+702+780.0%加碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC507$1.30 萬<0.1%+507新進–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS1,759$1.30 萬<0.1%+1,517+626.9%加碼歷史
MATMattel IncCOM664$1.30 萬<0.1%−175−20.9%減碼歷史
EXRExtra Space Storage Inc.COM88$1.30 萬<0.1%+77+700.0%加碼歷史
PIIPolaris Inc.Stock108$1.31 萬<0.1%+104+2,600.0%加碼歷史
SKYWSkywest IncCOM321$1.31 萬<0.1%00.0%不變歷史
UCBUnited Community Banks IncCOM524$1.31 萬<0.1%−281−34.9%減碼歷史
NFGNational Fuel Gas CoStock255$1.31 萬<0.1%+181+244.6%加碼歷史
CVSACovista Inc.COM382$1.31 萬<0.1%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR4,132$1.31 萬<0.1%+334+8.8%加碼歷史
SBACSba Communications CorpCL A57$1.32 萬<0.1%−18−24.0%減碼歷史
CFFNCapitol Federal Financial, Inc.COM2,162$1.33 萬<0.1%+2,162新進歷史
Nushares ETF Tr67092P854ESG HI TLD CRP649$1.33 萬<0.1%00.0%不變–
ABRArbor Realty Trust IncCOM901$1.34 萬<0.1%+901新進歷史
JRSNuveen Real Estate Income FundCOM1,800$1.34 萬<0.1%00.0%不變歷史
CPACopa Holdings, S.A.CL A121$1.34 萬<0.1%+14+13.1%加碼歷史
WSFSWSFS Financial CorpCOM356$1.34 萬<0.1%+342+2,442.9%加碼歷史
ROGRogers CorpCOM84$1.36 萬<0.1%+4+5.0%加碼歷史
ESIElement Solutions IncCOM710$1.36 萬<0.1%+293+70.3%加碼歷史
iShares Tr464287796U.S. ENERGY ETF318$1.36 萬<0.1%−31−8.9%減碼–
LNTAlliant Energy CorpStock261$1.37 萬<0.1%+98+60.1%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF120$1.37 萬<0.1%−89−42.6%減碼–
DIODDiodes IncCOM149$1.38 萬<0.1%−77−34.1%減碼歷史
OSCROscar Health, Inc.CL A1,710$1.38 萬<0.1%00.0%不變歷史
UNFUnifirst CorpCOM89$1.38 萬<0.1%−8−8.2%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF195$1.39 萬<0.1%00.0%不變–
CSLCarlisle Companies IncCOM54$1.39 萬<0.1%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM340$1.40 萬<0.1%+340新進歷史
ELMEElme CommunitiesSH BEN INT850$1.40 萬<0.1%+850新進歷史
RPT Realty74971D101SH BEN INT1,341$1.40 萬<0.1%00.0%不變–
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.40 萬<0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF87$1.40 萬<0.1%00.0%不變–
QRVOQorvo, Inc.Stock138$1.41 萬<0.1%−39−22.0%減碼歷史
SVCService Properties TrustCOM SH BEN INT1,627$1.41 萬<0.1%00.0%不變歷史
SHOSunstone Hotel Investors, Inc.COM1,398$1.41 萬<0.1%+799+133.4%加碼歷史
ANAutonation, Inc.COM86$1.42 萬<0.1%+62+258.3%加碼歷史
WPMWheaton Precious Metals Corp.COM328$1.42 萬<0.1%+122+59.2%加碼歷史
ETSYEtsy IncCOM168$1.42 萬<0.1%−31−15.6%減碼歷史
HUNHuntsman CORPCOM526$1.42 萬<0.1%−2,161−80.4%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 2 季的選擇權部位
證券類別賣權買權
SPDR S&P 500 ETF Tr78462F953PUT$5,497–

2023 年第 1 季之後清倉（162 檔）

2023 年第 1 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 162 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
iShares Tr4642874571 3 YR TREAS BD69,543$571.4 萬0.7%–
Unified Ser Tr90470L444ONEASCENT INTL2,879$8.49 萬<0.1%–
iShares Inc464286103MSCI AUST ETF3,141$7.21 萬<0.1%–
ABBNYABB LtdSPONSORED ADR2,037$6.99 萬<0.1%歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS2,100$5.50 萬<0.1%歷史
TPLTexas Pacific Land CorpStock28$4.76 萬<0.1%歷史
RBB FD Inc74933W635MOTLEY FOOL GBL1,713$4.39 萬<0.1%–
Unified Ser Tr90470L519ONEA CORE BD ETF1,718$3.96 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP845$3.52 萬<0.1%–
Unified Ser Tr90470L469ONEASCENT EMGRG1,140$3.25 萬<0.1%–
Invesco Nasdaq 100 ETF46138G649ETF205$2.71 萬<0.1%–
iShares Tr464287788U.S. FINLS ETF374$2.66 萬<0.1%–
Unified Ser Tr90470L527ONEASCENT LARGE1,022$2.26 萬<0.1%–
EQCEQC Liquidating TrustCOM SH BEN INT1,036$2.15 萬<0.1%歷史
HSKAHeska CorpCOM RESTRC NEW211$2.06 萬<0.1%歷史
OSHOak Street Health, Inc.COM505$1.95 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF440$1.79 萬<0.1%–
Aries I Acquisition CorpG0542N107CLASS A ORD SHS1,650$1.73 萬<0.1%–
Alps ETF Tr00162Q858SECTR DIV DOGS325$1.66 萬<0.1%–
BRMKBroadmark Realty Capital Inc.COM3,306$1.55 萬<0.1%歷史
Fidelity MSCI Utilities Index ETF316092865ETF334$1.46 萬<0.1%–
BANRBanner CorpCOM NEW259$1.41 萬<0.1%歷史
iShares Inc464286392MSCI WORLD ETF114$1.34 萬<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF117$1.33 萬<0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV93$1.27 萬<0.1%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$1.27 萬<0.1%–
TREELendingTree, Inc.COM473$1.26 萬<0.1%歷史
XPROExpro LtdCOM681$1.25 萬<0.1%歷史
NTGRNetgear, Inc.COM639$1.18 萬<0.1%歷史
Two Harbors Investment Corp.90187B804COM788$1.16 萬<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF197$1.14 萬<0.1%–
PCRXPacira BioSciences, Inc.COM259$1.06 萬<0.1%歷史
AZZAzz IncCOM247$1.02 萬<0.1%歷史
IRBTiRobot CorpCOM229$9,994<0.1%歷史
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF240$9,566<0.1%–
AVAHAveanna Healthcare Holdings, Inc.COM9,000$9,360<0.1%歷史
EBCEastern Bankshares, Inc.COM724$9,137<0.1%歷史
Copel-ADR20441B605ADR1,349$9,065<0.1%–
MLKNMillerknoll, Inc.COM422$8,630<0.1%歷史
VIRTVirtu Financial, Inc.CL A453$8,562<0.1%歷史
SPDR Series Trust78464A383ST STR BACKE ETF378$8,383<0.1%–
GTGoodyear Tire & Rubber CoCOM759$8,364<0.1%歷史
TRSTTrustco Bank Corp N YCOM NEW258$8,241<0.1%歷史
CENTCentral Garden & Pet CoCOM199$8,171<0.1%歷史
FRSTPrimis Financial Corp.COM845$8,137<0.1%歷史
MCHBMechanics BancorpCL A447$8,042<0.1%歷史
State Street SPDR S&P Homebuilders ETF78464A888ETF115$7,792<0.1%–
Fidelity MSCI Financials Index ETF316092501ETF160$7,216<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF190$7,102<0.1%–
CDECoeur Mining, Inc.COM NEW1,729$6,899<0.1%歷史
MNTVMomentive Global Inc.COM735$6,850<0.1%歷史
QGENQiagen N.V.SHS NEW149$6,844<0.1%歷史
Invesco Exchange Traded FD T46137V787BIOTECHNOLOGY109$6,842<0.1%–
EFREaton Vance Senior Floating-Rate TrustCOM599$6,787<0.1%歷史
SAFESafehold Inc.COM230$6,755<0.1%歷史
DBIDesigner Brands Inc.CL A765$6,686<0.1%歷史
BSRRSierra BancorpCOM359$6,182<0.1%歷史
EEExcelerate Energy, Inc.CL A COM273$6,044<0.1%歷史
AMCXAMC Global Media Inc.CL A338$5,942<0.1%歷史
SONSonoco Products CoCOM95$5,795<0.1%歷史
NESRNational Energy Services Reunited Corp.SHS1,065$5,602<0.1%歷史
EVAEnviva, LLCCOM190$5,487<0.1%歷史
ATRAptargroup, Inc.Stock46$5,437<0.1%歷史
STHOStar HoldingsSHS BEN INT306$5,321<0.1%歷史
Global X FDS37954Y814FINTECH ETF255$5,309<0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF79$5,020<0.1%–
INDTIndus Realty Trust, Inc.COM71$4,707<0.1%歷史
NWNNorthwest Natural Holding CoCOM95$4,518<0.1%歷史
SPDR Series Trust78464A821ST STR SP400GRW61$4,186<0.1%–
AANAaron's Company, Inc.COM430$4,154<0.1%歷史
OLPOne Liberty Properties IncCOM173$3,967<0.1%歷史
GRABGrab Holdings LtdCLASS A ORD1,148$3,455<0.1%歷史
ASBAssociated Banc-CorpCOM187$3,362<0.1%歷史
QTWOQ2 Holdings, Inc.COM133$3,274<0.1%歷史
TRIThomson Reuters CorpCOM NEW25$3,253<0.1%歷史
NWBINorthwest Bancshares, Inc.COM269$3,236<0.1%歷史
ALLOAllogene Therapeutics, Inc.COM652$3,221<0.1%歷史
iShares Tr46436E502US TECH BRKTHR96$3,193<0.1%–
iShares Tr464288521CRE U S REIT ETF62$3,144<0.1%–
SGISomnigroup International Inc.COM77$3,041<0.1%歷史
ROCCBaytex Energy USA, Inc.COM71$2,900<0.1%歷史
MOVMovado Group IncCOM100$2,877<0.1%歷史
SPDR Ser Tr78468R648S&P KENSHO NEW66$2,825<0.1%–
PRTSCarParts.com, Inc.COM523$2,793<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF40$2,713<0.1%–
ARIApollo Commercial Real Estate Finance, Inc.COM273$2,542<0.1%歷史
Shaw Communications Inc82028K200CL B CONV84$2,512<0.1%–
MLABMesa Laboratories IncCOM14$2,446<0.1%歷史
FBNCFirst BancorpCOM66$2,344<0.1%歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT643$1,974<0.1%歷史
ORGOOrganogenesis Holdings Inc.COM894$1,904<0.1%歷史
DOUGDouglas Elliman Inc.COM605$1,882<0.1%歷史
ADTNADTRAN Holdings, Inc.COM118$1,871<0.1%歷史
GFIGold Fields LtdSPONSORED ADR140$1,865<0.1%歷史
CXWCoreCivic, Inc.COM202$1,858<0.1%歷史
FATEFate Therapeutics IncCOM325$1,853<0.1%歷史
BPOPPopular, Inc.COM NEW31$1,780<0.1%歷史
PRKPark National CorpCOM15$1,779<0.1%歷史
NAUTNautilus Biotechnology, Inc.COM633$1,753<0.1%歷史
GEOGeo Group IncCOM218$1,720<0.1%歷史