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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
BCCBoise Cascade CoCOM1,045$9.44 萬<0.1%+90+9.4%加碼歷史
MNSTMonster Beverage CorpCOM1,641$9.43 萬<0.1%−333−16.9%減碼歷史
iShares Tr464288760US AER DEF ETF800$9.33 萬<0.1%−113−12.4%減碼–
MTBM&T Bank CorpCOM754$9.33 萬<0.1%+88+13.2%加碼歷史
STWDStarwood Property Trust, Inc.COM4,788$9.29 萬<0.1%+1,273+36.2%加碼歷史
DDominion Energy, IncStock1,792$9.28 萬<0.1%+479+36.5%加碼歷史
STXSeagate Technology Holdings plcORD SHS1,498$9.27 萬<0.1%+30+2.0%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -1,008$9.25 萬<0.1%+106+11.8%加碼歷史
KFYKorn FerryCOM NEW1,866$9.24 萬<0.1%+86+4.8%加碼歷史
VRSNVerisign IncCOM409$9.24 萬<0.1%+10+2.5%加碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF2,628$9.23 萬<0.1%00.0%不變–
AWRAmerican States Water CoCOM1,060$9.22 萬<0.1%−114−9.7%減碼歷史
ATVIActivision Blizzard, Inc.COM1,089$9.18 萬<0.1%−166−13.2%減碼歷史
AVTAvnet IncCOM1,811$9.14 萬<0.1%−314−14.8%減碼歷史
RITMRithm Capital Corp.REIT9,679$9.05 萬<0.1%+2,507+35.0%加碼歷史
WSMWilliams Sonoma IncCOM719$9.00 萬<0.1%−28−3.7%減碼歷史
EDConsolidated Edison IncStock994$8.99 萬<0.1%−349−26.0%減碼歷史
MSIMotorola Solutions, Inc.Stock304$8.92 萬<0.1%+25+9.0%加碼歷史
IRTIndependence Realty Trust, Inc.COM4,879$8.89 萬<0.1%+2,920+149.1%加碼歷史
CFCF Industries Holdings, Inc.COM1,280$8.88 萬<0.1%+563+78.5%加碼歷史
ROSTRoss Stores, Inc.COM790$8.86 萬<0.1%−145−15.5%減碼歷史
HALOHalozyme Therapeutics, Inc.COM2,449$8.83 萬<0.1%+2,449新進歷史
ALCAlcon IncStock1,073$8.81 萬<0.1%+590+122.2%加碼歷史
ABNBAirbnb, Inc.Stock686$8.79 萬<0.1%−35−4.9%減碼歷史
KMIKinder Morgan, Inc.Stock5,084$8.75 萬<0.1%−4,621−47.6%減碼歷史
RHIRobert Half Inc.COM1,163$8.75 萬<0.1%+801+221.3%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW112,335$8.71 萬<0.1%+1,247+114.6%加碼歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF1,776$8.67 萬<0.1%00.0%不變–
ADSKAutodesk, Inc.COM423$8.65 萬<0.1%+115+37.3%加碼歷史
KRKroger CoStock1,836$8.63 萬<0.1%−364−16.5%減碼歷史
SONYSony Group CorpSPONSORED ADR956$8.61 萬<0.1%−43−4.3%減碼歷史
SYFSynchrony FinancialCOM2,535$8.60 萬<0.1%+105+4.3%加碼歷史
TTWOTake Two Interactive Software IncCOM582$8.56 萬<0.1%−26−4.3%減碼歷史
NYTNew York Times CoCL A2,168$8.54 萬<0.1%+54+2.6%加碼歷史
CPRTCopart IncCOM930$8.48 萬<0.1%−57−5.8%減碼歷史
iShares Tr46429B333GNMA BOND ETF1,933$8.47 萬<0.1%+710+58.1%加碼–
BF.BBrown Forman CorpStock1,268$8.47 萬<0.1%+5+0.4%加碼歷史
WFGWest Fraser Timber Co., LtdCOM984$8.46 萬<0.1%+567+136.0%加碼歷史
TSNTyson Foods, Inc.Stock1,655$8.45 萬<0.1%+325+24.4%加碼歷史
SANBanco Santander, S.A.ADR22,766$8.45 萬<0.1%+453+2.0%加碼歷史
OTEXOpen Text CorpCOM2,030$8.43 萬<0.1%+191+10.4%加碼歷史
MAPSWM Technology, Inc.COM100,316$8.40 萬<0.1%00.0%不變歷史
iShares Tr46435U713US INFRASTRUC2,143$8.37 萬<0.1%−11−0.5%減碼–
VanEck ETF Trust92189F486IG FLOA RATE ETF3,316$8.37 萬<0.1%−937−22.0%減碼–
FCNCAFirst Citizens Bancshares IncCL A65$8.34 萬<0.1%−51−44.0%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF1,329$8.32 萬<0.1%+1,227+1,202.9%加碼–
HLIHoulihan Lokey, Inc.CL A843$8.29 萬<0.1%−167−16.5%減碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA1,644$8.27 萬<0.1%+1,644新進–
ALLYAlly Financial Inc.Stock3,056$8.25 萬<0.1%+721+30.9%加碼歷史
MDBMongoDB, Inc.CL A200$8.22 萬<0.1%−34−14.5%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM3,483$8.20 萬<0.1%−335−8.8%減碼歷史
TRPTC Energy CorpCOM2,027$8.19 萬<0.1%−14−0.7%減碼歷史
FSLYFastly, Inc.CL A5,157$8.13 萬<0.1%+181+3.6%加碼歷史
AMAntero Midstream CorpStock6,954$8.07 萬<0.1%+209+3.1%加碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD3,093$8.06 萬<0.1%−940−23.3%減碼歷史
TSCOTractor Supply CoCOM364$8.05 萬<0.1%−1−0.3%減碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF3,545$8.01 萬<0.1%+964+37.3%加碼–
CARAvis Budget Group, Inc.COM350$8.00 萬<0.1%−17−4.6%減碼歷史
ORANYOrangeSPONSORED ADR6,875$8.00 萬<0.1%+86+1.3%加碼歷史
EMREmerson Electric CoStock883$7.98 萬<0.1%+125+16.5%加碼歷史
CMAComerica IncCOM1,873$7.93 萬<0.1%+1,480+376.6%加碼歷史
EGEverest Group, Ltd.COM232$7.93 萬<0.1%+1+0.4%加碼歷史
iShares Tr464287291GLOBAL TECH ETF1,265$7.87 萬<0.1%+1,230+3,514.3%加碼–
PNWPinnacle West Capital CorpCOM963$7.84 萬<0.1%+548+132.0%加碼歷史
ALBAlbemarle CorpStock351$7.83 萬<0.1%+178+102.9%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF2,167$7.79 萬<0.1%00.0%不變–
IPGPIpg Photonics CorpCOM572$7.77 萬<0.1%−207−26.6%減碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX876$7.76 萬<0.1%−174−16.6%減碼–
iShares Inc464286764MSCI SPAIN ETF2,679$7.74 萬<0.1%−159−5.6%減碼–
MROMarathon Oil CorpCOM3,354$7.72 萬<0.1%+63+1.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM142$7.67 萬<0.1%−6−4.1%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$7.67 萬<0.1%00.0%不變–
ROKURoku, IncCOM CL A1,193$7.63 萬<0.1%−106−8.2%減碼歷史
VanEck Semiconductor ETF92189F676ETF500$7.61 萬<0.1%−150−23.1%減碼依 2 比 1 拆股換算–
WisdomTree Tr97717W505US MIDCAP DIVID1,810$7.61 萬<0.1%00.0%不變–
FHIFederated Hermes, Inc.CL B2,122$7.61 萬<0.1%+20+1.0%加碼歷史
LADLithia Motors IncCOM250$7.60 萬<0.1%+237+1,823.1%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT2,618$7.60 萬<0.1%−1,053−28.7%減碼歷史
EQTEQT CorpStock1,844$7.58 萬<0.1%−305−14.2%減碼歷史
ELANElanco Animal Health IncCOM7,537$7.58 萬<0.1%+3,005+66.3%加碼歷史
iShares Core S&P US Value ETF464287663ETF967$7.57 萬<0.1%−1,164−54.6%減碼–
CMSCMS Energy CorpCOM1,287$7.56 萬<0.1%+170+15.2%加碼歷史
IDAIdacorp IncCOM725$7.44 萬<0.1%+553+321.5%加碼歷史
FCFSFirstCash Holdings, Inc.COM796$7.43 萬<0.1%+12+1.5%加碼歷史
HSYHershey CoCOM297$7.42 萬<0.1%+19+6.8%加碼歷史
GNRCGenerac Holdings Inc.Stock497$7.41 萬<0.1%+19+4.0%加碼歷史
GRCGorman Rupp CoCOM2,565$7.40 萬<0.1%+16+0.6%加碼歷史
BCEBce IncCOM NEW1,617$7.37 萬<0.1%+1,592+6,368.0%加碼歷史
FTNTFortinet, Inc.Stock975$7.37 萬<0.1%+615+170.8%加碼歷史
GDDYGoDaddy Inc.CL A978$7.35 萬<0.1%−79−7.5%減碼歷史
iShares Tr46429B507MSCI IRELAND ETF1,274$7.34 萬<0.1%+1,274新進–
CTVACorteva, Inc.Stock1,277$7.32 萬<0.1%−308−19.4%減碼歷史
iShares Tr464288570ESG MSCI KLD ETF866$7.29 萬<0.1%00.0%不變–
KRCKilroy Realty CorpCOM2,416$7.27 萬<0.1%+1,106+84.4%加碼歷史
GHCGraham Holdings CoCOM CL B127$7.26 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,025$7.25 萬<0.1%−317−23.6%減碼–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS9,304$7.25 萬<0.1%−11,588−55.5%減碼歷史
PEGPublic Service Enterprise Group IncCOM1,152$7.21 萬<0.1%−35−2.9%減碼歷史
WYWeyerhaeuser CoCOM NEW2,146$7.19 萬<0.1%−244−10.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF326$7.18 萬<0.1%+246+307.5%加碼–

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