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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
LMTLockheed Martin CorpStock1,412$65.0 萬0.1%+9+0.6%加碼歷史
Timothy Plan887432326HIG DV STK ETF20,568$64.8 萬0.1%+15,629+316.4%加碼–
iShares Tr464287556ISHARES BIOTECH5,047$64.1 萬0.1%−305−5.7%減碼–
CSCOCisco Systems, Inc.Stock12,347$63.9 萬0.1%−1,375−10.0%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR11,185$63.4 萬0.1%+8,661+343.1%加碼歷史
iShares Tr464288414NATIONAL MUN ETF5,936$63.4 萬0.1%+475+8.7%加碼–
iShares S&P 100 ETF464287101ETF3,039$62.9 萬0.1%00.0%不變–
Dimensional ETF Trust25434V732EMERGING MKTS CO25,970$62.5 萬0.1%+2,381+10.1%加碼–
Vanguard Emerging Markets Government Bond ETF921946885ETF9,960$62.0 萬0.1%−30.0%減碼–
TXNTexas Instruments IncStock3,429$61.7 萬0.1%−358−9.5%減碼歷史
WSCWillScot Holdings CorpCOM CL A12,866$61.5 萬0.1%00.0%不變歷史
CLColgate Palmolive CoStock7,949$61.2 萬0.1%+6,910+665.1%加碼歷史
American Centy ETF Tr025072877US SML CP VALU7,855$61.0 萬0.1%−828−9.5%減碼–
CATCaterpillar IncStock2,406$59.2 萬0.1%−346−12.6%減碼歷史
VLOValero Energy CorpStock5,018$58.9 萬0.1%+318+6.8%加碼歷史
iShares Tr4642886613 7 YR TREAS BD5,106$58.8 萬0.1%−77−1.5%減碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT21,221$57.4 萬0.1%+1,686+8.6%加碼–
LOWLowes Companies IncStock2,512$56.7 萬0.1%+329+15.1%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD8,803$56.0 萬0.1%00.0%不變–
POOLPool CorpCOM1,483$55.6 萬0.1%+210+16.5%加碼歷史
PYPLPayPal Holdings, Inc.Stock8,188$54.6 萬0.1%−1,568−16.1%減碼歷史
BSYBentley Systems IncCOM CL B9,840$53.4 萬0.1%−100−1.0%減碼歷史
MDTMedtronic plcStock5,951$52.4 萬0.1%−1,130−16.0%減碼歷史
CBChubb LtdStock2,690$51.8 萬0.1%−199−6.9%減碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF11,274$51.4 萬0.1%−330−2.8%減碼–
RTXRTX CorpStock5,241$51.3 萬0.1%−437−7.7%減碼歷史
AXPAmerican Express CoStock2,925$51.0 萬0.1%+184+6.7%加碼歷史
LENLennar CorpCL A4,009$50.2 萬0.1%−266−6.2%減碼歷史
Schwab Strategic Tr808524862SHT TM US TRES10,413$50.0 萬0.1%+1,382+15.3%加碼–
PMPhilip Morris International Inc.Stock5,075$49.5 萬0.1%−478−8.6%減碼歷史
ASMLASML Holding NVADR675$48.9 萬0.1%−34−4.8%減碼歷史
ELVElevance Health, Inc.Stock1,076$47.8 萬0.1%+108+11.2%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF14,407$47.8 萬0.1%+14,407新進–
COOCooper Companies, Inc.COM NEW1,231$47.2 萬0.1%−12−1.0%減碼歷史
BPBP PLCADR13,332$47.0 萬0.1%+206+1.6%加碼歷史
ZBRAZebra Technologies CorpCL A1,574$46.6 萬0.1%−59−3.6%減碼歷史
PSXPhillips 66Stock4,833$46.1 萬0.1%−59−1.2%減碼歷史
Alps ETF Tr00162Q452ALERIAN MLP11,713$45.9 萬0.1%00.0%不變–
SITESiteOne Landscape Supply, Inc.COM2,715$45.4 萬0.1%−211−7.2%減碼歷史
FISVFiserv IncStock3,583$45.2 萬<0.1%−100−2.7%減碼歷史
LHLabcorp Holdings Inc.COM NEW1,872$45.2 萬<0.1%−44−2.3%減碼歷史
PKGPackaging Corp of AmericaStock3,411$45.1 萬<0.1%+28+0.8%加碼歷史
iShares Tr46435U218ESG MSCI LEADR5,790$44.8 萬<0.1%00.0%不變–
ADIAnalog Devices IncStock2,281$44.4 萬<0.1%+320+16.3%加碼歷史
KEYSKeysight Technologies, Inc.Stock2,627$44.0 萬<0.1%−48−1.8%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR6,135$43.9 萬<0.1%−502−7.6%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF2,948$43.9 萬<0.1%−1,313−30.8%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,271$43.7 萬<0.1%−2−0.2%減碼歷史
NEENextera Energy IncStock5,856$43.5 萬<0.1%−74−1.2%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF8,749$43.1 萬<0.1%−2,216−20.2%減碼–
VMWVmware LLCCL A COM2,960$42.5 萬<0.1%−7−0.2%減碼歷史
TWLOTwilio IncCL A6,637$42.2 萬<0.1%−92−1.4%減碼歷史
UNPUnion Pacific CorpStock2,047$41.9 萬<0.1%−117−5.4%減碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,406$41.6 萬<0.1%00.0%不變–
LPLALPL Financial Holdings Inc.COM1,902$41.4 萬<0.1%−381−16.7%減碼歷史
ADMArcher-Daniels-Midland CoStock5,473$41.3 萬<0.1%−310−5.4%減碼歷史
NDSNNordson CorpCOM1,641$40.7 萬<0.1%−13−0.8%減碼歷史
WCNWaste Connections, Inc.COM2,813$40.2 萬<0.1%+1,013+56.3%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT15,792$40.2 萬<0.1%−1,477−8.6%減碼–
TERTeradyne, IncStock3,601$40.1 萬<0.1%−54−1.5%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT15,398$39.5 萬<0.1%+445+3.0%加碼–
JJacobs Solutions Inc.COM3,242$38.5 萬<0.1%+3,211+10,358.1%加碼歷史
iShares Russell 2000 ETF464287655ETF2,053$38.4 萬<0.1%−147−6.7%減碼–
CMGChipotle Mexican Grill IncCOM179$38.3 萬<0.1%−23−11.4%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,544$38.1 萬<0.1%+13+0.5%加碼–
ORLYO Reilly Automotive IncStock398$38.0 萬<0.1%+63+18.8%加碼歷史
HSICHenry Schein IncCOM4,651$37.7 萬<0.1%+4,643+58,037.5%加碼歷史
MOSMosaic CoCOM10,739$37.6 萬<0.1%−473−4.2%減碼歷史
JKHYJack Henry & Associates IncStock2,245$37.6 萬<0.1%+191+9.3%加碼歷史
EFXEquifax IncCOM1,594$37.5 萬<0.1%−5−0.3%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD7,538$37.2 萬<0.1%−304−3.9%減碼–
ANSSAnsys IncCOM1,122$37.1 萬<0.1%−2−0.2%減碼歷史
WSOWatsco IncCOM969$37.0 萬<0.1%+2+0.2%加碼歷史
ADPAutomatic Data Processing IncStock1,679$36.9 萬<0.1%−119−6.6%減碼歷史
iShares Tr464287861EUROPE ETF7,268$36.7 萬<0.1%−519−6.7%減碼–
SLFSun Life Financial IncCOM7,002$36.5 萬<0.1%+6,793+3,250.2%加碼歷史
BKNGBooking Holdings Inc.Stock134$36.2 萬<0.1%+53+65.4%加碼歷史
ONOn Semiconductor CorpStock3,811$36.0 萬<0.1%−59−1.5%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF6,895$35.9 萬<0.1%−157−2.2%減碼–
IBKRInteractive Brokers Group, Inc.Stock4,301$35.7 萬<0.1%−55−1.3%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF7,434$35.0 萬<0.1%+728+10.9%加碼–
CRLCharles River Laboratories International, Inc.COM1,652$34.7 萬<0.1%+24+1.5%加碼歷史
Cyberark Software LtdM2682V108SHS2,212$34.6 萬<0.1%+46+2.1%加碼–
REGNRegeneron Pharmaceuticals, Inc.COM481$34.6 萬<0.1%+62+14.8%加碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED12,315$34.4 萬<0.1%+1,683+15.8%加碼–
HONHoneywell International IncCOM1,599$33.2 萬<0.1%+29+1.8%加碼歷史
FICOFair Isaac CorpCOM409$33.1 萬<0.1%−110−21.2%減碼歷史
WRBBerkley W R CorpCOM5,503$32.8 萬<0.1%−339−5.8%減碼歷史
CAGConagra Brands Inc.Stock9,675$32.6 萬<0.1%−362−3.6%減碼歷史
HALHalliburton CoStock9,880$32.6 萬<0.1%−2,791−22.0%減碼歷史
NOCNorthrop Grumman CorpStock708$32.3 萬<0.1%−88−11.1%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM872$32.2 萬<0.1%+352+67.7%加碼歷史
EWEdwards Lifesciences CorpStock3,410$32.2 萬<0.1%−12−0.4%減碼歷史
AGNTAGNT, Inc.COM15,841$32.1 萬<0.1%+780+5.2%加碼歷史
Vanguard Real Estate ETF922908553ETF3,833$32.0 萬<0.1%−1,177−23.5%減碼–
MDLZMondelez International, Inc.Stock4,361$31.8 萬<0.1%−1,130−20.6%減碼歷史
GPNGlobal Payments IncStock3,227$31.8 萬<0.1%−52−1.6%減碼歷史
AONAon plcCL A917$31.6 萬<0.1%−61−6.2%減碼歷史
SLViShares Silver TrustETF15,037$31.4 萬<0.1%+1,345+9.8%加碼歷史
UBERUber Technologies, IncStock7,272$31.4 萬<0.1%−521−6.7%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