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Livermore
Livermore
中文EN

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
DXCMDexcom IncCOM978$12.6 萬<0.1%+35+3.7%加碼歷史
APTVAptiv PLCSHS1,230$12.6 萬<0.1%−400−24.5%減碼歷史
EAElectronic Arts Inc.COM967$12.5 萬<0.1%+75+8.4%加碼歷史
WDAYWorkday, Inc.CL A554$12.5 萬<0.1%−45−7.5%減碼歷史
ZSZscaler, Inc.Stock852$12.5 萬<0.1%−14−1.6%減碼歷史
WELLWelltower Inc.REIT1,540$12.5 萬<0.1%+111+7.8%加碼歷史
SPOTSpotify Technology S.A.Stock773$12.4 萬<0.1%00.0%不變歷史
PKXPosco Holdings Inc.SPONSORED ADR1,676$12.4 萬<0.1%−53−3.1%減碼歷史
ROPRoper Technologies IncStock256$12.3 萬<0.1%+64+33.3%加碼歷史
AMTAmerican Tower CorpREIT633$12.3 萬<0.1%−214−25.3%減碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,107$12.3 萬<0.1%+44+4.1%加碼歷史
CNQCanadian Natural Resources LtdCOM2,171$12.2 萬<0.1%−50−2.3%減碼歷史
SLBSLB LimitedStock2,475$12.2 萬<0.1%+40+1.6%加碼歷史
KMXCarMax IncCOM1,450$12.1 萬<0.1%+1,153+388.2%加碼歷史
TELTE Connectivity plcREG SHS864$12.1 萬<0.1%+69+8.7%加碼歷史
TGTTarget CorpStock917$12.1 萬<0.1%−15,184−94.3%減碼歷史
COINCoinbase Global, Inc.COM CL A1,692$12.1 萬<0.1%+1,108+189.7%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$12.1 萬<0.1%00.0%不變–
GSKGSK plcADR3,384$12.1 萬<0.1%+441+15.0%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,232$12.0 萬<0.1%00.0%不變–
PNCPNC Financial Services Group, Inc.Stock955$12.0 萬<0.1%+439+85.1%加碼歷史
CLXClorox CoStock755$12.0 萬<0.1%+19+2.6%加碼歷史
DNPDNP Select Income Fund IncCOM11,450$12.0 萬<0.1%00.0%不變歷史
ZBHZimmer Biomet Holdings, Inc.Stock823$12.0 萬<0.1%−63−7.1%減碼歷史
ITTItt Inc.COM1,274$11.9 萬<0.1%−141−10.0%減碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS12,909$11.8 萬<0.1%+3,377+35.4%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$11.8 萬<0.1%+2,498新進–
SYYSysco CorpStock1,578$11.7 萬<0.1%+523+49.6%加碼歷史
TTTrane Technologies plcSHS608$11.6 萬<0.1%+146+31.6%加碼歷史
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF2,750$11.6 萬<0.1%00.0%不變–
KHCKraft Heinz CoStock3,258$11.6 萬<0.1%+302+10.2%加碼歷史
WTWWillis Towers Watson PLCSHS491$11.6 萬<0.1%−2−0.4%減碼歷史
U.S. Global Jets ETF26922A842ETF5,317$11.4 萬<0.1%−428−7.4%減碼–
HPQHP IncStock3,706$11.4 萬<0.1%−517−12.2%減碼歷史
HLNHaleon plcADR13,495$11.3 萬<0.1%+62+0.5%加碼歷史
DSGXDescartes Systems Group IncCOM1,410$11.3 萬<0.1%+17+1.2%加碼歷史
VRTVertiv Holdings CoCOM CL A4,558$11.3 萬<0.1%+40+0.9%加碼歷史
iShares Tr464288281JPMORGAN USD EMG1,300$11.2 萬<0.1%−55−4.1%減碼–
iShares Tr464287622RUS 1000 ETF461$11.2 萬<0.1%−30−6.1%減碼–
USBUS Bancorp DECOM NEW3,386$11.2 萬<0.1%−17,381−83.7%減碼歷史
VICIVici Properties Inc.COM3,555$11.2 萬<0.1%−416−10.5%減碼歷史
BLDRBuilders FirstSource, Inc.Stock819$11.1 萬<0.1%−19−2.3%減碼歷史
RIORio Tinto PLCADR1,740$11.1 萬<0.1%+165+10.5%加碼歷史
LVSLas Vegas Sands CorpCOM1,912$11.1 萬<0.1%−607−24.1%減碼歷史
XYZBlock, Inc.CL A1,664$11.1 萬<0.1%−98−5.6%減碼歷史
COOPMaverick Merger Sub 2, LLCCOM2,187$11.1 萬<0.1%+31+1.4%加碼歷史
SOFISoFi Technologies, Inc.Stock13,267$11.1 萬<0.1%−16,589−55.6%減碼歷史
Vanguard Industrials ETF92204A603ETF536$11.0 萬<0.1%+50+10.3%加碼–
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$11.0 萬<0.1%00.0%不變歷史
MMM3M CoStock1,097$11.0 萬<0.1%−385−26.0%減碼歷史
DALDelta Air Lines, Inc.COM NEW2,293$10.9 萬<0.1%+713+45.1%加碼歷史
VNTVontier CorpStock3,375$10.9 萬<0.1%+58+1.7%加碼歷史
BSXBoston Scientific CorpStock2,007$10.9 萬<0.1%+47+2.4%加碼歷史
QSQuantumScape CorpCOM CL A13,586$10.9 萬<0.1%00.0%不變歷史
TWNKHostess Brands, Inc.CL A4,272$10.8 萬<0.1%+20+0.5%加碼歷史
IFFInternational Flavors & Fragrances IncCOM1,357$10.8 萬<0.1%+118+9.5%加碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF1,700$10.8 萬<0.1%−2,100−55.3%減碼–
SSBSouthState Bank CorpCOM1,636$10.8 萬<0.1%+470+40.3%加碼歷史
STLDSteel Dynamics IncCOM984$10.7 萬<0.1%−58−5.6%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF652$10.7 萬<0.1%00.0%不變–
iShares Core MSCI Eafe ETF46432F842ETF1,580$10.7 萬<0.1%+895+130.7%加碼–
Vanguard Materials ETF92204A801ETF583$10.6 萬<0.1%+332+132.3%加碼–
ANETArista Networks, Inc.COM654$10.6 萬<0.1%+31+5.0%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF1,096$10.6 萬<0.1%+1+0.1%加碼–
iShares Russell Midcap ETF464287499ETF1,447$10.6 萬<0.1%−613−29.8%減碼–
BAXBaxter International IncStock2,317$10.6 萬<0.1%+103+4.7%加碼歷史
EBAYeBay IncCOM2,362$10.6 萬<0.1%+338+16.7%加碼歷史
FDSFactset Research Systems IncStock262$10.5 萬<0.1%+261+26,100.0%加碼歷史
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR2,107$10.5 萬<0.1%+2,107新進–
TRTNTriton International LtdCL A1,245$10.4 萬<0.1%−20−1.6%減碼歷史
BIDUBaidu, Inc.ADR757$10.4 萬<0.1%−45−5.6%減碼歷史
BHPBHP Group LtdADR1,733$10.3 萬<0.1%+264+18.0%加碼歷史
SPSCSPS Commerce IncCOM536$10.3 萬<0.1%+3+0.6%加碼歷史
VALEVale S.A.SPONSORED ADS7,654$10.3 萬<0.1%−1,602−17.3%減碼歷史
EVREvercore Inc.CLASS A828$10.2 萬<0.1%−118−12.5%減碼歷史
LSTRLandstar System IncCOM528$10.2 萬<0.1%+4+0.8%加碼歷史
MCOMoodys CorpStock292$10.2 萬<0.1%+108+58.7%加碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS987$10.2 萬<0.1%−224−18.5%減碼歷史
JLLJones Lang Lasalle IncCOM649$10.1 萬<0.1%+330+103.4%加碼歷史
ORIOld Republic International CorpCOM3,977$10.0 萬<0.1%+1,236+45.1%加碼歷史
LOGILogitech International S.A.SHS1,680$9.98 萬<0.1%+561+50.1%加碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS980$9.88 萬<0.1%+980新進歷史
WDSWoodside Energy Group LtdADR4,257$9.87 萬<0.1%+421+11.0%加碼歷史
SJMJ M SMUCKER CoStock668$9.86 萬<0.1%+172+34.7%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50282$9.86 萬<0.1%00.0%不變–
MPTMedical Properties Trust IncCOM10,627$9.84 萬<0.1%+5,344+101.2%加碼歷史
RJFRaymond James Financial IncCOM946$9.82 萬<0.1%+90+10.5%加碼歷史
CFGCitizens Financial Group IncCOM3,748$9.77 萬<0.1%+843+29.0%加碼歷史
PINCPremier, Inc.CL A3,515$9.72 萬<0.1%+2,386+211.3%加碼歷史
AERAerCap Holdings N.V.SHS1,527$9.70 萬<0.1%+21+1.4%加碼歷史
LUVSouthwest Airlines CoCOM2,673$9.68 萬<0.1%−60−2.2%減碼歷史
WSTWest Pharmaceutical Services IncCOM252$9.64 萬<0.1%+7+2.9%加碼歷史
ELEstee Lauder Companies IncCL A490$9.62 萬<0.1%−139−22.1%減碼歷史
HPEHewlett Packard Enterprise CoCOM5,718$9.61 萬<0.1%+62+1.1%加碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA4,076$9.55 萬<0.1%00.0%不變–
PCGPG&E CorpStock5,515$9.53 萬<0.1%−191−3.3%減碼歷史
VODVodafone Group Public Ltd CoADR10,069$9.52 萬<0.1%+4,598+84.0%加碼歷史
LCIILci IndustriesCOM751$9.49 萬<0.1%+2+0.3%加碼歷史
Vanguard Energy ETF92204A306ETF841$9.49 萬<0.1%+64+8.2%加碼–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,545$9.45 萬<0.1%+604+20.5%加碼歷史

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