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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/13 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
4,009
較 2024 年第 4 季 +259
總值
$18.2 億
較 2024 年第 4 季 +$4,053 萬 (+2.3%)
申報日
2025/5/13
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Growth ETF922908736ETF167,345$6,206 萬3.4%+2,100+1.3%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF1,184,828$6,022 萬3.3%−18,694−1.6%減碼–
Vanguard Morningstar Value ETF922908744ETF311,989$5,389 萬3.0%−8,033−2.5%減碼–
AAPLApple Inc.Stock201,896$4,485 萬2.5%−12,013−5.6%減碼歷史
IAUiShares Gold TrustETF713,233$4,205 萬2.3%+25,505+3.7%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF290,250$2,662 萬1.5%−23,780−7.6%減碼–
Vanguard Short-Term Bond ETF921937827ETF337,421$2,641 萬1.5%+58,161+20.8%加碼–
FBTCFidelity Wise Origin Bitcoin FundSHS362,016$2,605 萬1.4%+32,537+9.9%加碼歷史
Vanguard S&P 500 ETF922908363ETF50,011$2,570 萬1.4%−6,529−11.5%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF437,187$2,394 萬1.3%+176,504+67.7%加碼–
Elevation Series Trust210322202SOVE CAP FLOU FD787,432$2,340 萬1.3%+47,077+6.4%加碼–
MSFTMicrosoft CorpStock61,855$2,322 萬1.3%+3,216+5.5%加碼歷史
AMZNAmazon Com IncStock121,158$2,305 萬1.3%+15,696+14.9%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF116,244$2,255 萬1.2%+2,085+1.8%加碼–
NVDANVIDIA CorpStock202,002$2,189 萬1.2%+26,367+15.0%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF466,495$2,111 萬1.2%−4,826−1.0%減碼–
Vanguard Whitehall FDS921946810INTL DVD ETF251,150$2,083 萬1.1%+31,161+14.2%加碼–
TSLATesla, Inc.Stock77,530$2,009 萬1.1%+3,959+5.4%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF72,433$1,991 萬1.1%+2,922+4.2%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD239,138$1,888 萬1.0%−11,504−4.6%減碼–
PGRProgressive CorpStock66,070$1,870 萬1.0%+1,036+1.6%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF563,146$1,858 萬1.0%+63,453+12.7%加碼–
Vanguard Total International Bond ETF92203J407ETF369,124$1,802 萬1.0%+6,384+1.8%加碼–
GOOGLAlphabet Inc.Stock106,192$1,642 萬0.9%−1,051−1.0%減碼歷史
SPYSPDR S&P 500 ETF TrustETF27,023$1,512 萬0.8%+11,447+73.5%加碼歷史
PLTRPalantir Technologies Inc.Stock178,637$1,508 萬0.8%−45,705−20.4%減碼歷史
iShares Core S&P 500 ETF464287200ETF26,675$1,499 萬0.8%+3,278+14.0%加碼–
AVGOBroadcom Inc.Stock87,202$1,460 萬0.8%+2,886+3.4%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE143,687$1,427 萬0.8%+5,563+4.0%加碼–
Pgim ETF Tr69344A834AAA CLO ETF245,892$1,262 萬0.7%+245,892新進–
Vanguard Morningstar Small-Cap ETF922908751ETF56,198$1,246 萬0.7%−1,265−2.2%減碼–
iShares Core Dividend Growth ETF46434V621ETF200,510$1,239 萬0.7%+16,256+8.8%加碼–
Ea Series Trust02072L532BRID OMN SMA ETF599,119$1,165 萬0.6%+21,476+3.7%加碼–
KKRKKR & Co. Inc.COM97,564$1,128 萬0.6%−474−0.5%減碼歷史
iShares Tr464288588MBS ETF118,638$1,113 萬0.6%+4,958+4.4%加碼–
CVXChevron CorpStock65,400$1,094 萬0.6%−1,741−2.6%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT322,146$1,076 萬0.6%+85,637+36.2%加碼–
HDHome Depot, Inc.Stock29,236$1,072 萬0.6%−687−2.3%減碼歷史
AZOAutoZone IncCOM2,785$1,062 萬0.6%+25+0.9%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM185,345$1,059 萬0.6%+64,415+53.3%加碼–
iShares MSCI Eafe ETF464287465ETF128,286$1,048 萬0.6%+106,795+496.9%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS174,847$1,039 萬0.6%−612−0.3%減碼–
METAMeta Platforms, Inc.Stock17,938$1,034 萬0.6%+1,578+9.6%加碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF222,233$1,029 萬0.6%−14,328−6.1%減碼–
CRHCRH Public Ltd CoORD116,849$1,028 萬0.6%+1,899+1.7%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT402,935$986.4 萬0.5%+125,436+45.2%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY345,956$960.7 萬0.5%+161,600+87.7%加碼–
AMGNAmgen IncStock30,547$951.7 萬0.5%+1,484+5.1%加碼歷史
MSTRStrategy IncStock32,088$925.0 萬0.5%+9,372+41.3%加碼歷史
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM405,631$910.6 萬0.5%+83,197+25.8%加碼–
Vanguard Intermediate-Term Bond ETF921937819ETF118,791$909.6 萬0.5%−16,479−12.2%減碼–
Dimensional ETF Trust25434V625US COR EQU 1 ETF139,625$856.3 萬0.5%+16,172+13.1%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF102,620$824.8 萬0.5%−12,529−10.9%減碼–
ASMLASML Holding NVADR12,241$811.1 萬0.4%+4,785+64.2%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND114,832$808.6 萬0.4%+1,315+1.2%加碼–
JPMJPMorgan Chase & CoStock32,706$802.3 萬0.4%−59−0.2%減碼歷史
GPKGraphic Packaging Holding CoCOM307,723$798.8 萬0.4%+4,511+1.5%加碼歷史
AMATApplied Materials IncStock52,967$768.7 萬0.4%+3,581+7.3%加碼歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT215,072$766.7 萬0.4%−5,898−2.7%減碼–
PFNPIMCO Income Strategy Fund IICOM1,001,543$755.2 萬0.4%+128,030+14.7%加碼歷史
GOOGAlphabet Inc.Stock48,189$752.9 萬0.4%−8,392−14.8%減碼歷史
BXBlackstone Inc.COM53,488$747.7 萬0.4%+910+1.7%加碼歷史
BRK.BBerkshire Hathaway IncStock13,894$740.0 萬0.4%−6,375−31.5%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS121,493$713.0 萬0.4%+1,237+1.0%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT207,756$711.6 萬0.4%+42,998+26.1%加碼–
COPConocoPhillipsStock67,585$709.8 萬0.4%+5,864+9.5%加碼歷史
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE291,830$703.3 萬0.4%+291,830新進–
AMHAmerican Homes 4 RentCL A185,346$700.8 萬0.4%−10,738−5.5%減碼歷史
RBARB Global Inc.COM68,011$682.2 萬0.4%−1,243−1.8%減碼歷史
WMTWalmart Inc.Stock75,023$658.6 萬0.4%+1,735+2.4%加碼歷史
VVisa Inc.Stock18,746$657.0 萬0.4%+732+4.1%加碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF195,428$647.6 萬0.4%+19,637+11.2%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF47,773$616.1 萬0.3%+20,551+75.5%加碼–
CRWDCrowdStrike Holdings, Inc.Stock17,364$612.2 萬0.3%+679+4.1%加碼歷史
COSTCostco Wholesale CorpStock6,051$572.3 萬0.3%−4,675−43.6%減碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF93,024$562.6 萬0.3%−1,049−1.1%減碼–
Vanguard Total Bond Market ETF921937835ETF72,747$534.3 萬0.3%+51,173+237.2%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE125,781$518.3 萬0.3%00.0%不變–
DHIHorton D R IncCOM40,581$515.9 萬0.3%+1,650+4.2%加碼歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST196,234$515.3 萬0.3%+138,253+238.4%加碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF167,032$513.5 萬0.3%+8,728+5.5%加碼–
iShares Russell 1000 Growth ETF464287614ETF13,993$505.3 萬0.3%−1,963−12.3%減碼–
iShares Tr46429B655FLTG RATE NT ETF98,481$502.7 萬0.3%+14,662+17.5%加碼–
Dimensional U.S. Small Cap ETF25434V500ETF80,788$482.7 萬0.3%+9,139+12.8%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF37,133$478.4 萬0.3%−1,725−4.4%減碼–
American Centy ETF Tr025072703INTL EQT ETF71,945$476.8 萬0.3%+6,399+9.8%加碼–
NFLXNetflix IncStock5,110$476.6 萬0.3%+665+15.0%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND15,205$469.7 萬0.3%−131−0.9%減碼–
AHRAmerican Healthcare REIT, Inc.COM SHS145,517$440.9 萬0.2%−3,644−2.4%減碼歷史
PIMCO ETF Tr72201R585MULTISECTOR BD167,213$440.6 萬0.2%+88,731+113.1%加碼–
FANGDiamondback Energy, Inc.Stock27,479$439.3 萬0.2%+5,994+27.9%加碼歷史
XOMExxonMobil Holdings CorpCOM36,183$430.3 萬0.2%+4,462+14.1%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF26,039$418.0 萬0.2%+524+2.1%加碼–
LLYEli Lilly & CoStock5,042$416.5 萬0.2%+999+24.7%加碼歷史
Vanguard Total World Stock ETF922042742ETF35,708$414.0 萬0.2%+4,307+13.7%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL103,563$407.6 萬0.2%−200.0%減碼–
PANWPalo Alto Networks IncStock23,793$406.0 萬0.2%+923+4.0%加碼歷史
Invesco QQQ Trust Series I46090E103ETF8,549$400.9 萬0.2%−772−8.3%減碼–
BRK.ABerkshire Hathaway IncCL A5$399.2 萬0.2%−2−28.6%減碼歷史
LKQLKQ CorpCOM93,644$398.4 萬0.2%+2,558+2.8%加碼歷史

選擇權(2 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 2025 年第 1 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$179.0 萬–
Alphabet Inc Cap STK6951179OIStock–$3.09 萬

2024 年第 4 季之後清倉(225 檔)

2024 年第 4 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 225 檔。

EverSource Wealth Advisors, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD33,860$65.6 萬<0.1%–
SPDR Series Trust78468R200ST STR RATE ETF14,519$44.6 萬<0.1%–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF3,268$39.1 萬<0.1%–
AZPNAspen Technology, Inc.COM1,534$38.3 萬<0.1%歷史
SPDR Series Trust78468R812ST STR MSCI USAQ1,258$19.5 萬<0.1%–
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN7,857$19.2 萬<0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR6,995$17.3 萬<0.1%–
Advisorshares Ranger Equity Bear ETF00768Y883CEF5,320$8.69 萬<0.1%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1,100$8.33 萬<0.1%–
iShares Tr464288687PFD AND INCM SEC2,462$7.74 萬<0.1%–
FDUSFidus Investment CorpCOM3,596$7.56 萬<0.1%歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS3,000$7.52 萬<0.1%–
iShares Tr464289883CORE 30 70 ETF1,575$5.87 萬<0.1%–
INFNInfinera CorpCOM7,500$4.93 萬<0.1%歷史
ARK Next Generation Technology ETF00214Q401ETF373$4.03 萬<0.1%–
QGENQiagen N.V.Stock871$3.88 萬<0.1%歷史
Dimensional ETF Trust25434V583GLOB CO PLUS ETF732$3.87 萬<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF1,130$3.36 萬<0.1%–
SMARSmartsheet IncCOM CL A536$3.00 萬<0.1%歷史
ALTRAltair Engineering Inc.COM CL A208$2.27 萬<0.1%歷史
LAKELakeland Industries IncCOM863$2.21 萬<0.1%歷史
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.06 萬<0.1%–
HCPHashiCorp, Inc.COM CL A587$2.01 萬<0.1%歷史
DBX ETF Tr233051143XTRACKRS S&P 500343$1.83 萬<0.1%–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,000$1.78 萬<0.1%歷史
ABCLAbCellera Biologics Inc.COM5,000$1.47 萬<0.1%歷史
PFCPremier Financial CorpCOM563$1.44 萬<0.1%歷史
Vanguard World FD921910733ESG US STK ETF131$1.37 萬<0.1%–
ARCHArch Resources, Inc.CL A96$1.36 萬<0.1%歷史
ALTMArcadium Lithium plcStock2,376$1.22 萬<0.1%歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT3,000$1.13 萬<0.1%歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG377$1.08 萬<0.1%–
Barnes Group Inc067806109COM217$1.03 萬<0.1%–
IBTXIndependent Bank Group, Inc.COM158$9,585<0.1%歷史
Silvercrest Metals Inc828363101COM1,040$9,464<0.1%–
MTTRMatterport, Inc.COM CL A1,839$8,717<0.1%歷史
American Centy ETF Tr025072356REAL ESTATE ETF167$7,000<0.1%–
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT117$6,374<0.1%–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS129$6,178<0.1%–
OUTOUTFRONT Media Inc.COM325$5,765<0.1%歷史
EDREndeavor Group Holdings, Inc.CL A COM179$5,601<0.1%歷史
WisdomTree Tr97717W851JAPN HEDGE EQT49$5,351<0.1%–
DEAEasterly Government Properties, Inc.COM440$4,999<0.1%歷史
VPGVishay Precision Group, Inc.COM201$4,717<0.1%歷史
Global X FDS37954Y624AUTONMOUS EV ETF204$4,684<0.1%–
iShares Tr46435G342MORTGE REL ETF200$4,270<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT176$3,760<0.1%歷史
CVGICommercial Vehicle Group, Inc.COM1,458$3,616<0.1%歷史
GEARRevelyst, Inc.COM SHS179$3,442<0.1%歷史
VTLEVital Energy, Inc.COM111$3,431<0.1%歷史
PLLPiedmont Lithium Inc.Stock379$3,313<0.1%歷史
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/13,000$3,190<0.1%–
INDVIndivior Pharmaceuticals, Inc.ORD252$3,132<0.1%歷史
AMPYAmplify Energy Corp.COM516$3,096<0.1%歷史
MHHMastech Digital, Inc.COM190$2,831<0.1%歷史
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2,803<0.1%–
MRCMRC Global Inc.COM219$2,799<0.1%歷史
Aim ETF Products Trust00888H208ALLIANZIM US EQT80$2,626<0.1%–
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2,438<0.1%–
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2,272<0.1%–
LFVNLifevantage CorpCOM NEW118$2,064<0.1%歷史
Amplify ETF Tr032108649AMPLIFY JUNIOR S200$1,986<0.1%–
Vanguard World FD921910725ESG INTL STK ETF34$1,928<0.1%–
HTLFHeartland Financial USA IncCOM31$1,900<0.1%歷史
WisdomTree Tr97717W109US TOTAL DIVIDND25$1,897<0.1%–
CNNECannae Holdings, Inc.COM95$1,887<0.1%歷史
American Centy ETF Tr025072562AVANTIS CORE FI46$1,866<0.1%–
AFCGAdvanced Flower Capital Inc.COM222$1,849<0.1%歷史
JOUTJohnson Outdoors IncCL A51$1,683<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1,545<0.1%–
ROICRetail Opportunity Investments CorpCOM89$1,545<0.1%歷史
ALMSAlumis Inc.COM182$1,430<0.1%歷史
NARIInari Medical, Inc.Stock27$1,377<0.1%歷史
SDRLSEADRILL LtdCOM35$1,363<0.1%歷史
DFINDonnelley Financial Solutions, Inc.COM21$1,317<0.1%歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF50$1,233<0.1%–
PFSIPennyMac Financial Services, Inc.COM12$1,226<0.1%歷史
LMATLemaitre Vascular IncCOM13$1,198<0.1%歷史
CBIOCrescent Biopharma, Inc.COM4,755$1,184<0.1%歷史
Investment Managers Ser Tr I46144X131TRADR 2X SHORT28$1,178<0.1%–
AORTArtivion, Inc.COM41$1,172<0.1%歷史
FLNGFlex LNG Ltd.SHS45$1,032<0.1%歷史
PGREParamount Group, Inc.COM198$978<0.1%歷史
PWPPerella Weinberg PartnersCLASS A COM41$977<0.1%歷史
Pacer FDS Tr69374H402US EXPORT LEAD20$962<0.1%–
SUMSummit Materials, Inc.CL A19$961<0.1%歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH43$947<0.1%–
SRGSeritage Growth PropertiesCL A226$931<0.1%歷史
Fidelity Merrimack STR Tr316188101CORP BOND ETF20$928<0.1%–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX56$915<0.1%–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$873<0.1%歷史
BANRBanner CorpCOM NEW12$801<0.1%歷史
CTSCTS CorpCOM15$791<0.1%歷史
LTRXLantronix IncCOM NEW190$783<0.1%歷史
PDFSPDF Solutions IncCOM28$758<0.1%歷史
NXENexGen Energy Ltd.COM112$739<0.1%歷史
SUPNSupernus Pharmaceuticals, Inc.COM20$723<0.1%歷史
PDSBPDS Biotechnology CorpCOM431$703<0.1%歷史
NRIXNurix Therapeutics, Inc.COM33$622<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK48$613<0.1%歷史