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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
MLRMiller Industries IncCOM NEW661$2.34 萬<0.1%00.0%不變歷史
AIC3.ai, Inc.Stock644$2.35 萬<0.1%00.0%不變歷史
EXASExact Sciences CorpCOM250$2.35 萬<0.1%−20−7.4%減碼歷史
MGMMGM Resorts InternationalStock537$2.36 萬<0.1%+17+3.3%加碼歷史
RXORXO, Inc.COMMON STOCK1,041$2.36 萬<0.1%+1+0.1%加碼歷史
OGNOrganon & Co.Stock1,136$2.36 萬<0.1%+56+5.2%加碼歷史
VTRVentas, Inc.REIT504$2.38 萬<0.1%+23+4.8%加碼歷史
MTGMgic Investment CorpCOM1,511$2.39 萬<0.1%+1,359+894.1%加碼歷史
MTRNMATERION CorpCOM209$2.39 萬<0.1%00.0%不變歷史
LILi Auto Inc.SPONSORED ADS680$2.39 萬<0.1%+540+385.7%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS339$2.39 萬<0.1%00.0%不變歷史
XUnited States Steel CorpCOM955$2.39 萬<0.1%+198+26.2%加碼歷史
DDDuPont de Nemours, Inc.COM335$2.39 萬<0.1%−271−44.7%減碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL693$2.40 萬<0.1%00.0%不變–
GILGildan Activewear Inc.Stock746$2.41 萬<0.1%+668+856.4%加碼歷史
NEMNEWMONT CorpStock564$2.41 萬<0.1%+69+13.9%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99991,279$2.41 萬<0.1%+76+6.3%加碼歷史
BRKRBruker CorpCOM326$2.41 萬<0.1%+106+48.2%加碼歷史
CRUSCirrus Logic, Inc.Stock299$2.42 萬<0.1%−5−1.6%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR7,938$2.44 萬<0.1%−242−3.0%減碼歷史
EQHEquitable Holdings, Inc.COM899$2.44 萬<0.1%−256−22.2%減碼歷史
ELSEquity Lifestyle Properties IncCOM366$2.45 萬<0.1%+198+117.9%加碼歷史
MLMMartin Marietta Materials IncCOM53$2.45 萬<0.1%+15+39.5%加碼歷史
CAECae IncCOM1,094$2.45 萬<0.1%+131+13.6%加碼歷史
MVSTMicrovast Holdings, Inc.COM15,375$2.46 萬<0.1%+7,500+95.2%加碼歷史
UNMUnum GroupStock516$2.46 萬<0.1%+37+7.7%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$2.46 萬<0.1%00.0%不變–
RDNRadian Group IncCOM976$2.47 萬<0.1%+191+24.3%加碼歷史
ICLICL Group Ltd.SHS4,517$2.48 萬<0.1%−3,814−45.8%減碼歷史
UFPIUfp Industries IncCOM258$2.50 萬<0.1%+38+17.3%加碼歷史
BWABorgwarner IncCOM514$2.51 萬<0.1%−51−9.0%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF336$2.52 萬<0.1%+191+131.7%加碼–
CWTCalifornia Water Service GroupCOM490$2.53 萬<0.1%−588−54.5%減碼歷史
VOYAVoya Financial, Inc.COM355$2.55 萬<0.1%−119−25.1%減碼歷史
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.56 萬<0.1%00.0%不變–
LXPLXP Industrial TrustCOM2,630$2.56 萬<0.1%−4,302−62.1%減碼歷史
AFLAflac IncStock368$2.57 萬<0.1%+41+12.5%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX544$2.58 萬<0.1%+251+85.7%加碼–
MGEEMge Energy IncCOM326$2.58 萬<0.1%+320+5,333.3%加碼歷史
SWKSSkyworks Solutions, Inc.Stock233$2.58 萬<0.1%+86+58.5%加碼歷史
CVNACarvana Co.CL A1,000$2.59 萬<0.1%00.0%不變歷史
CHWCalamos Global Dynamic Income FundCOM4,308$2.59 萬<0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF1,340$2.60 萬<0.1%+17+1.3%加碼–
CPBCAMPBELL'S CoCOM569$2.60 萬<0.1%−94−14.2%減碼歷史
SLMSLM CorpCOM1,599$2.61 萬<0.1%+35+2.2%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS2,901$2.63 萬<0.1%00.0%不變歷史
LNTHLantheus Holdings, Inc.Stock314$2.64 萬<0.1%−9−2.8%減碼歷史
DBXDropbox, Inc.CL A995$2.65 萬<0.1%+45+4.7%加碼歷史
JCIJohnson Controls International plcStock390$2.66 萬<0.1%+79+25.4%加碼歷史
JHGJanus Henderson Group Ltd.ORD SHS977$2.66 萬<0.1%+155+18.9%加碼歷史
LNGCheniere Energy, Inc.COM NEW176$2.68 萬<0.1%−74−29.6%減碼歷史
KKellanovaStock399$2.69 萬<0.1%−63−13.6%減碼歷史
SWKStanley Black & Decker, Inc.COM287$2.69 萬<0.1%−60−17.3%減碼歷史
HUBGHub Group, Inc.CL A336$2.70 萬<0.1%+63+23.1%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF118$2.71 萬<0.1%+41+53.2%加碼–
MATWMatthews International CorpCL A642$2.74 萬<0.1%00.0%不變歷史
LNWOLight & Wonder, Inc.COM398$2.74 萬<0.1%+12+3.1%加碼歷史
ENSGEnsign Group, IncCOM287$2.74 萬<0.1%+6+2.1%加碼歷史
AITApplied Industrial Technologies IncCOM191$2.77 萬<0.1%+14+7.9%加碼歷史
CCChemours CoStock750$2.77 萬<0.1%+736+5,257.1%加碼歷史
iShares Tr464288687PFD AND INCM SEC895$2.77 萬<0.1%+654+271.4%加碼–
PNRPENTAIR plcSHS432$2.79 萬<0.1%+137+46.4%加碼歷史
Clearway Energy, Inc.18539C105CL A1,037$2.80 萬<0.1%00.0%不變–
LPXLouisiana-Pacific CorpCOM374$2.80 萬<0.1%−445−54.3%減碼歷史
BBWIBath & Body Works, Inc.COM748$2.81 萬<0.1%−771−50.8%減碼歷史
ALGTAllegiant Travel COCOM223$2.82 萬<0.1%−33−12.9%減碼歷史
VNOVornado Realty TrustSH BEN INT1,555$2.82 萬<0.1%+355+29.6%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS440$2.83 萬<0.1%+25+6.0%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY282$2.84 萬<0.1%+282新進–
LEALear CorpCOM NEW198$2.84 萬<0.1%−318−61.6%減碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$2.85 萬<0.1%00.0%不變–
IPInternational Paper CoCOM900$2.86 萬<0.1%−154−14.6%減碼歷史
ESEversource EnergyStock406$2.88 萬<0.1%+84+26.1%加碼歷史
OMCOmnicom Group Inc.COM304$2.89 萬<0.1%+178+141.3%加碼歷史
ENTGEntegris IncCOM263$2.92 萬<0.1%+70+36.3%加碼歷史
BXPBXP, Inc.COM511$2.94 萬<0.1%+135+35.9%加碼歷史
UHSUniversal Health Services IncCL B187$2.95 萬<0.1%+4+2.2%加碼歷史
AMNAmn Healthcare Services IncCOM271$2.96 萬<0.1%+252+1,326.3%加碼歷史
TPHTri Pointe Homes, Inc.COM900$2.96 萬<0.1%+16+1.8%加碼歷史
EWBCEast West Bancorp IncCOM560$2.96 萬<0.1%+88+18.6%加碼歷史
ESEEsco Technologies IncCOM286$2.96 萬<0.1%00.0%不變歷史
NVMINova Ltd.COM254$2.98 萬<0.1%+239+1,593.3%加碼歷史
SUZSuzano S.A.SPON ADS3,251$3.00 萬<0.1%+2,029+166.0%加碼歷史
Victory Portfolios II92647N873VCSHS US SMCP HG584$3.00 萬<0.1%+5+0.9%加碼–
LTCLTC Properties IncREIT930$3.07 萬<0.1%00.0%不變歷史
PTYPIMCO Corporate & Income Opportunity FundCOM2,200$3.08 萬<0.1%00.0%不變歷史
SESea LtdSPONSORD ADS535$3.11 萬<0.1%+134+33.4%加碼歷史
PBFPBF Energy Inc.CL A762$3.12 萬<0.1%+12+1.6%加碼歷史
LNCLincoln National CorpCOM1,215$3.13 萬<0.1%+370+43.8%加碼歷史
ACAArcosa, Inc.COM414$3.14 萬<0.1%−1−0.2%減碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.14 萬<0.1%00.0%不變歷史
NOVNOV Inc.COM1,962$3.15 萬<0.1%−416−17.5%減碼歷史
SPXCSPX Technologies, Inc.COM371$3.15 萬<0.1%−7−1.9%減碼歷史
IVTInvenTrust Properties Corp.COM NEW1,364$3.16 萬<0.1%−304−18.2%減碼歷史
PENNPENN Entertainment, Inc.COM1,314$3.16 萬<0.1%+1,264+2,528.0%加碼歷史
ASAIYSendas Distributor S.A.SPON ADS2,192$3.16 萬<0.1%+2,192新進歷史
NLYAnnaly Capital Management IncREIT1,580$3.16 萬<0.1%−560−26.2%減碼歷史
WALWestern Alliance BancorporationCOM868$3.17 萬<0.1%+202+30.3%加碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD6,171$3.17 萬<0.1%−3,402−35.5%減碼歷史
GHGuardant Health, Inc.COM885$3.17 萬<0.1%−13−1.4%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