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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
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID63,148$202.9 萬0.2%+23,630+59.8%加碼–
iShares Tr464288877EAFE VALUE ETF40,018$195.8 萬0.2%+418+1.1%加碼–
MCDMcDonalds CorpStock6,432$192.0 萬0.2%+2,901+82.2%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock12,806$188.1 萬0.2%+2,596+25.4%加碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF66,709$185.4 萬0.2%+30,271+83.1%加碼–
MAMastercard IncStock4,619$181.6 萬0.2%+1,769+62.1%加碼歷史
JNJJohnson & JohnsonStock10,955$181.3 萬0.2%−5,553−33.6%減碼歷史
NVONovo Nordisk A SADR10,877$176.0 萬0.2%+7,341+207.6%加碼歷史
ADBEAdobe Inc.Stock3,590$175.5 萬0.2%+492+15.9%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM29,859$172.0 萬0.2%−15,022−33.5%減碼–
CLHClean Harbors IncCOM10,457$171.9 萬0.2%+184+1.8%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF17,355$170.0 萬0.2%+5,811+50.3%加碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF34,443$169.7 萬0.2%−1,055−3.0%減碼–
Timothy Plan887432276HIGH DIVIDEND72,272$164.4 萬0.2%−17,255−19.3%減碼–
TJXTJX Companies IncStock19,119$162.1 萬0.2%+12,860+205.5%加碼歷史
iShares Tr464287721U.S. TECH ETF14,694$160.0 萬0.2%+8,964+156.4%加碼–
NFLXNetflix IncStock3,607$158.9 萬0.2%−110−3.0%減碼歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY64,578$156.7 萬0.2%+6,761+11.7%加碼–
BRK.ABerkshire Hathaway IncCL A3$155.3 萬0.2%+3新進歷史
American Centy ETF Tr025072703INTL EQT ETF26,999$155.0 萬0.2%−815−2.9%減碼–
LLYEli Lilly & CoStock3,196$149.9 萬0.2%−287−8.2%減碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF63,913$149.0 萬0.2%+138+0.2%加碼–
PEPPepsiCo IncStock7,975$147.7 萬0.2%+4,204+111.5%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF3,051$146.1 萬0.2%−96−3.1%減碼歷史
Invesco QQQ Trust Series I46090E103ETF3,906$144.3 萬0.2%+1,761+82.1%加碼–
American Centy ETF Tr025072687AVANTIS SHFXDINC31,051$142.4 萬0.2%−250−0.8%減碼–
iShares Russell 1000 Value ETF464287598ETF8,645$136.4 萬0.2%+408+5.0%加碼–
XOMExxonMobil Holdings CorpCOM12,721$136.4 萬0.2%+268+2.2%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF24,846$136.2 萬0.2%+104+0.4%加碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF29,345$136.0 萬0.1%+13,774+88.5%加碼–
SFBSServisFirst Bancshares, Inc.COM32,395$132.6 萬0.1%+158+0.5%加碼歷史
CVSCVS Health CorpStock18,658$129.0 萬0.1%+7,462+66.6%加碼歷史
ABBVAbbVie Inc.Stock9,564$128.9 萬0.1%+3,065+47.2%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,246$128.5 萬0.1%−65−1.0%減碼–
ORCLOracle CorpStock10,772$128.3 萬0.1%+929+9.4%加碼歷史
CRMSalesforce, Inc.Stock6,013$127.0 萬0.1%+336+5.9%加碼歷史
BACBank of America CorpStock44,184$126.8 萬0.1%+20,517+86.7%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS21,901$126.4 萬0.1%−576−2.6%減碼–
UNHUnitedHealth Group IncStock2,625$126.2 萬0.1%−126−4.6%減碼歷史
ACNAccenture plcStock3,992$123.2 萬0.1%+2,598+186.4%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE15,334$122.7 萬0.1%+5,027+48.8%加碼–
PNFPPinnacle Financial Partners, Inc.COM21,544$122.0 萬0.1%+436+2.1%加碼歷史
Timothy Plan887432284US LARGE MID CP52,171$119.9 萬0.1%−15,916−23.4%減碼–
CMCSAComcast CorpStock28,770$119.5 萬0.1%+11,660+68.1%加碼歷史
BDXBecton Dickinson & CoStock4,429$116.9 萬0.1%+4,139+1,427.2%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF4,382$114.6 萬0.1%+237+5.7%加碼–
SBUXStarbucks CorpStock11,463$113.6 萬0.1%+7,749+208.6%加碼歷史
NKENIKE, Inc.Stock10,267$113.3 萬0.1%+5,764+128.0%加碼歷史
PGProcter & Gamble CoStock7,409$112.4 萬0.1%+129+1.8%加碼歷史
SCHWSchwab Charles CorpStock19,521$110.6 萬0.1%+15,585+396.0%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF8,179$110.3 萬0.1%+75+0.9%加碼–
SPGSimon Property Group Inc.REIT9,333$107.8 萬0.1%+3,666+64.7%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F19,050$106.8 萬0.1%+546+3.0%加碼–
DISWalt Disney CoStock11,541$103.0 萬0.1%+3,712+47.4%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF15,927$100.7 萬0.1%−3,215−16.8%減碼–
Bank of Amer Corp0605056827.25%CNV PFD L850$99.6 萬0.1%+800+1,600.0%加碼–
MSMorgan StanleyStock11,365$97.1 萬0.1%−434−3.7%減碼歷史
iShares Tr46435G425ESG AWR MSCI USA9,915$96.6 萬0.1%−613−5.8%減碼–
SOSouthern CoStock13,751$96.6 萬0.1%−377−2.7%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS43,960$95.7 萬0.1%−10,861−19.8%減碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF23,467$95.5 萬0.1%+5,994+34.3%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD18,873$94.8 萬0.1%−6,432−25.4%減碼–
iShares Tr464288885EAFE GRWTH ETF9,933$94.8 萬0.1%+20.0%加碼–
EOGEOG Resources IncStock8,180$93.6 萬0.1%−214−2.5%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF3,344$92.0 萬0.1%−129−3.7%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF26,570$89.6 萬0.1%−43,726−62.2%減碼–
Vanguard Total Bond Market ETF921937835ETF12,287$89.3 萬0.1%+5,551+82.4%加碼–
iShares Tr46434V647GLOBAL REIT ETF38,787$89.1 萬0.1%−5,763−12.9%減碼–
BABoeing CoStock4,169$88.0 萬0.1%−56−1.3%減碼歷史
EXPDExpeditors International of Washington IncCOM7,208$87.3 萬0.1%+6,635+1,157.9%加碼歷史
PFEPfizer IncStock23,552$86.4 萬0.1%−763−3.1%減碼歷史
JBLJabil IncStock7,938$85.7 萬0.1%+29+0.4%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD18,564$84.4 萬0.1%−2,316−11.1%減碼–
RSGRepublic Services, Inc.COM5,398$82.7 萬0.1%+483+9.8%加碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF15,901$81.6 萬0.1%−7,327−31.5%減碼–
American Centy ETF Tr025072604AVANTIS EMGMKT15,111$81.3 萬0.1%−383−2.5%減碼–
Victory Portfolios II92647N782VCSHS US 500 ENH13,137$80.9 萬0.1%−6,142−31.9%減碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,011$80.8 萬0.1%−807−9.2%減碼歷史
LINLinde PLCStock2,115$80.6 萬0.1%−2−0.1%減碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF7,144$78.9 萬0.1%−564−7.3%減碼–
WFCWells Fargo & CompanyStock18,434$78.7 萬0.1%−481−2.5%減碼歷史
ULUnilever PLCSPON ADR NEW15,071$78.6 萬0.1%+9,233+158.2%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF7,881$78.5 萬0.1%+4+0.1%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock4,175$78.5 萬0.1%−345−7.6%減碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP13,786$78.0 萬0.1%+12,707+1,177.7%加碼–
DGXQuest Diagnostics IncCOM5,542$77.9 萬0.1%+16+0.3%加碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF15,435$77.3 萬0.1%+2,235+16.9%加碼–
TMOThermo Fisher Scientific Inc.Stock1,477$77.1 萬0.1%+7+0.5%加碼歷史
Timothy Plan887432342U S SM CP CORE23,784$75.8 萬0.1%+6,738+39.5%加碼–
MPCMarathon Petroleum CorpStock6,423$74.9 萬0.1%+37+0.6%加碼歷史
Timothy Plan887432359US LRGMD CP CORE20,771$74.7 萬0.1%+20,139+3,186.6%加碼–
AMDAdvanced Micro Devices IncStock6,530$74.4 萬0.1%+960+17.2%加碼歷史
UPSUnited Parcel Service IncStock4,148$74.4 萬0.1%−626−13.1%減碼歷史
DEDeere & CoStock1,798$72.9 萬0.1%+374+26.3%加碼歷史
MCKMcKesson CorpStock1,702$72.7 萬0.1%+67+4.1%加碼歷史
KOCoca Cola CoStock11,832$71.3 萬0.1%+472+4.2%加碼歷史
iShares Inc46434G764MSCI EMRG CHN13,416$69.7 萬0.1%−2,578−16.1%減碼–
GISGeneral Mills IncStock8,850$67.9 萬0.1%−52−0.6%減碼歷史
iShares Tr464288588MBS ETF6,995$65.2 萬0.1%−478−6.4%減碼–
DVNDevon Energy CorpStock13,461$65.1 萬0.1%−7,770−36.6%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