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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
SNOWSnowflake Inc.Stock241$4.24 萬<0.1%−155−39.1%減碼歷史
TECKTeck Resources LtdCL B1,006$4.24 萬<0.1%+14+1.4%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE625$4.21 萬<0.1%00.0%不變歷史
ETRNMidstream Co LLCCOM4,392$4.20 萬<0.1%+467+11.9%加碼歷史
STNStantec IncCOM642$4.19 萬<0.1%+587+1,067.3%加碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,278$4.18 萬<0.1%+948+287.3%加碼–
LYVLive Nation Entertainment, Inc.COM457$4.16 萬<0.1%−6−1.3%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF673$4.15 萬<0.1%+673新進–
BNYBank of New York Mellon CorpStock932$4.15 萬<0.1%+28+3.1%加碼歷史
iShares Tr464288513IBOXX HI YD ETF552$4.14 萬<0.1%+209+60.9%加碼–
GRMNGarmin LtdSHS397$4.14 萬<0.1%−24−5.7%減碼歷史
WIREEncore Wire CorpCOM222$4.13 萬<0.1%+3+1.4%加碼歷史
iShares Tr464288372GLB INFRASTR ETF879$4.13 萬<0.1%00.0%不變–
SNASnap-on IncCOM143$4.12 萬<0.1%+51+55.4%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock506$4.11 萬<0.1%−41−7.5%減碼歷史
CUZCousins Properties IncCOM NEW1,797$4.10 萬<0.1%+1,757+4,392.5%加碼歷史
UNVRUnivar Solutions Inc.COM1,142$4.09 萬<0.1%+15+1.3%加碼歷史
WBSWebster Financial CorpCOM1,083$4.09 萬<0.1%+318+41.6%加碼歷史
SPDR Series Trust78464A789ST STR SP INS1,000$4.09 萬<0.1%+350+53.8%加碼–
FSVFirstService CorpCOM264$4.07 萬<0.1%+264新進歷史
MARMarriott International IncStock221$4.06 萬<0.1%+6+2.8%加碼歷史
MELIMercadolibre IncCOM34$4.03 萬<0.1%+8+30.8%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM1,271$4.02 萬<0.1%+51+4.2%加碼–
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$4.00 萬<0.1%00.0%不變–
TFIITFI International Inc.COM348$3.97 萬<0.1%+326+1,481.8%加碼歷史
RNRRenaissancere Holdings LtdCOM211$3.94 萬<0.1%+3+1.4%加碼歷史
SRSpire IncCOM619$3.93 萬<0.1%+11+1.8%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF868$3.92 萬<0.1%00.0%不變–
iShares Russell 2000 Growth ETF464287648ETF161$3.91 萬<0.1%+5+3.2%加碼–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD2,172$3.90 萬<0.1%00.0%不變–
ALKAlaska Air Group, Inc.COM732$3.89 萬<0.1%+198+37.1%加碼歷史
TROXTronox Holdings plcSHS3,045$3.87 萬<0.1%+3,045新進歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF357$3.86 萬<0.1%+150+72.5%加碼–
DJTTrump Media & Technology Group Corp.Stock3,068$3.85 萬<0.1%00.0%不變歷史
URIUnited Rentals, Inc.COM86$3.83 萬<0.1%+3+3.6%加碼歷史
EXCExelon CorpStock940$3.83 萬<0.1%−257−21.5%減碼歷史
MOHMolina Healthcare, Inc.COM127$3.83 萬<0.1%+5+4.1%加碼歷史
OKTAOkta, Inc.CL A551$3.82 萬<0.1%−31−5.3%減碼歷史
NVRNVR IncCOM6$3.81 萬<0.1%00.0%不變歷史
iShares Tr46435G326CORE MSCI INTL617$3.77 萬<0.1%+597+2,985.0%加碼–
AVTRAvantor, Inc.COM1,830$3.76 萬<0.1%−1,034−36.1%減碼歷史
iShares Tr46435U663ESG AWARE MSCI1,058$3.76 萬<0.1%00.0%不變–
VanEck ETF Trust92189H607OIL SERVICES ETF130$3.74 萬<0.1%00.0%不變–
Vanguard Communication Services ETF92204A884ETF351$3.73 萬<0.1%+257+273.4%加碼–
NDAQNasdaq, Inc.COM749$3.73 萬<0.1%+180+31.6%加碼歷史
Schwab International Equity ETF808524805ETF1,044$3.72 萬<0.1%+287+37.9%加碼–
GPCGenuine Parts CoStock220$3.72 萬<0.1%+140+175.0%加碼歷史
XELXcel Energy IncStock598$3.72 萬<0.1%−170−22.1%減碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$3.69 萬<0.1%+2,591+50.0%加碼歷史
Paramount Global92556H206CL B2,320$3.69 萬<0.1%−40−1.7%減碼–
CADECadence BancorporationEQUITY US CM1,878$3.69 萬<0.1%+1,878新進歷史
WNS Hldgs Ltd92932M101SPON ADR499$3.68 萬<0.1%−1,858−78.8%減碼–
ITGartner IncCOM105$3.68 萬<0.1%+10+10.5%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US1,666$3.66 萬<0.1%00.0%不變–
PLTRPalantir Technologies Inc.Stock2,388$3.66 萬<0.1%+325+15.8%加碼歷史
TRGPTarga Resources Corp.COM479$3.64 萬<0.1%+56+13.2%加碼歷史
PPLPPL CorpCOM1,377$3.64 萬<0.1%+625+83.1%加碼歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL442$3.63 萬<0.1%−120−21.4%減碼–
JHXJames Hardie Industries plcSPONSORED ADR1,348$3.62 萬<0.1%+749+125.0%加碼歷史
XPOXPO, Inc.COM611$3.60 萬<0.1%−33−5.1%減碼歷史
DCIDonaldson Co IncStock573$3.58 萬<0.1%+12+2.1%加碼歷史
FOXFFox Factory Holding CorpCOM330$3.58 萬<0.1%−5−1.5%減碼歷史
LPROOpen Lending CorpCOM3,397$3.57 萬<0.1%00.0%不變歷史
CIENCiena CorpCOM NEW838$3.56 萬<0.1%−237−22.0%減碼歷史
IEXIdex CorpCOM164$3.53 萬<0.1%+50+43.9%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH1,047$3.52 萬<0.1%−897−46.1%減碼歷史
AXTAAxalta Coating Systems Ltd.COM1,070$3.51 萬<0.1%−79−6.9%減碼歷史
ALVAutoliv IncCOM412$3.50 萬<0.1%−114−21.7%減碼歷史
THCTenet Healthcare CorpCOM NEW428$3.48 萬<0.1%−131−23.4%減碼歷史
HWCHancock Whitney CorpCOM902$3.46 萬<0.1%+254+39.2%加碼歷史
YETIYETI Holdings, Inc.COM890$3.46 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock242$3.45 萬<0.1%−2−0.8%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,843$3.44 萬<0.1%00.0%不變歷史
SANMSanmina CorpCOM571$3.44 萬<0.1%+15+2.7%加碼歷史
FTAIFTAI Aviation Ltd.SHS1,085$3.44 萬<0.1%00.0%不變歷史
VTRSViatris IncStock3,433$3.43 萬<0.1%+126+3.8%加碼歷史
AVAAvista CorpCOM867$3.40 萬<0.1%−83−8.7%減碼歷史
CBRECbre Group, Inc.CL A420$3.39 萬<0.1%−389−48.1%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF174$3.38 萬<0.1%+105+152.2%加碼–
DRIDarden Restaurants IncCOM202$3.38 萬<0.1%−10−4.7%減碼歷史
EFOREverforth IncCOM444$3.36 萬<0.1%+271+156.6%加碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW915$3.36 萬<0.1%−950−50.9%減碼–
Schwab U.S. Small-Cap ETF808524607ETF766$3.36 萬<0.1%+244+46.7%加碼–
HBANHuntington Bancshares IncCOM3,104$3.35 萬<0.1%+263+9.3%加碼歷史
RGAReinsurance Group of America IncCOM NEW241$3.34 萬<0.1%−120−33.2%減碼歷史
CNCCentene CorpStock494$3.33 萬<0.1%+43+9.5%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC916$3.32 萬<0.1%00.0%不變–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,454$3.31 萬<0.1%00.0%不變歷史
AGNCAGNC Investment Corp.REIT3,201$3.24 萬<0.1%−241−7.0%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW816$3.23 萬<0.1%+570+231.7%加碼歷史
BNTXBioNTech SESPONSORED ADS299$3.23 萬<0.1%+114+61.6%加碼歷史
GHGuardant Health, Inc.COM885$3.17 萬<0.1%−13−1.4%減碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD6,171$3.17 萬<0.1%−3,402−35.5%減碼歷史
WALWestern Alliance BancorporationCOM868$3.17 萬<0.1%+202+30.3%加碼歷史
NLYAnnaly Capital Management IncREIT1,580$3.16 萬<0.1%−560−26.2%減碼歷史
ASAIYSendas Distributor S.A.SPON ADS2,192$3.16 萬<0.1%+2,192新進歷史
PENNPENN Entertainment, Inc.COM1,314$3.16 萬<0.1%+1,264+2,528.0%加碼歷史
IVTInvenTrust Properties Corp.COM NEW1,364$3.16 萬<0.1%−304−18.2%減碼歷史
SPXCSPX Technologies, Inc.COM371$3.15 萬<0.1%−7−1.9%減碼歷史
NOVNOV Inc.COM1,962$3.15 萬<0.1%−416−17.5%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