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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
DEDeere & CoStock8,310$390.0 萬0.2%+528+6.8%加碼歷史
ETF Opportunities Trust26923N405APPLIED FINA VAL111,168$389.3 萬0.2%+24,585+28.4%加碼–
MAMastercard IncStock6,673$365.8 萬0.2%−163−2.4%減碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF139,223$364.8 萬0.2%−4,080−2.8%減碼–
Timothy Plan887432359US LRGMD CP CORE85,162$361.4 萬0.2%−30,578−26.4%減碼–
iShares Tr46434V613CORE UNIVRSL USD78,366$361.1 萬0.2%+38,278+95.5%加碼–
KEXKirby CorpCOM34,704$350.5 萬0.2%+21,156+156.2%加碼歷史
Amplify ETF Tr032108409CWP ENHANCED DIV85,894$350.2 萬0.2%+50,132+140.2%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF133,000$344.3 萬0.2%+101,306+319.6%加碼–
Schwab US Dividend Equity ETF808524797ETF121,345$339.3 萬0.2%−4,808−3.8%減碼–
Timothy Plan887432326HIG DV STK ETF89,028$334.9 萬0.2%−14,228−13.8%減碼–
MASMasco CorpCOM47,706$331.7 萬0.2%+308+0.6%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF85,048$326.7 萬0.2%−3,702−4.2%減碼–
JNJJohnson & JohnsonStock19,646$325.8 萬0.2%+1,863+10.5%加碼歷史
American Centy ETF Tr025072802INTL SMCP VLU46,001$320.8 萬0.2%+1,593+3.6%加碼–
PGProcter & Gamble CoStock18,420$313.9 萬0.2%+2,838+18.2%加碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF80,905$303.4 萬0.2%+2,897+3.7%加碼–
SOSouthern CoStock31,443$289.1 萬0.2%+3,975+14.5%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT84,880$288.8 萬0.2%+84,708+49,248.8%加碼歷史
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$286.0 萬0.2%+293,442+5,757.2%加碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF49,396$284.6 萬0.2%−6,431−11.5%減碼–
Dimensional U.S. Targeted Value ETF25434V609ETF55,021$283.3 萬0.2%−107−0.2%減碼–
iShares Tr464288877EAFE VALUE ETF47,943$282.6 萬0.2%+2,780+6.2%加碼–
iShares Russell 1000 Value ETF464287598ETF15,018$282.6 萬0.2%−5,564−27.0%減碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT103,625$279.2 萬0.2%+9,707+10.3%加碼–
State Street SPDR S&P Regional Banking ETF78464A698ETF48,384$275.1 萬0.2%+3,687+8.2%加碼–
GLDSPDR Gold TrustETF9,201$265.1 萬0.1%−581−5.9%減碼歷史
SFBSServisFirst Bancshares, Inc.COM31,689$261.8 萬0.1%+424+1.4%加碼歷史
GSGoldman Sachs Group IncStock4,731$258.5 萬0.1%−220−4.4%減碼歷史
WSOWatsco IncCOM5,067$257.6 萬0.1%+567+12.6%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF13,502$251.5 萬0.1%−3,456−20.4%減碼–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF51,152$251.4 萬0.1%+414+0.8%加碼–
iShares S&P 500 Growth ETF464287309ETF26,803$248.8 萬0.1%+7,694+40.3%加碼–
ORCLOracle CorpStock17,582$245.8 萬0.1%+2,855+19.4%加碼歷史
ABBVAbbVie Inc.Stock11,555$242.1 萬0.1%+737+6.8%加碼歷史
Capital Group Dividend Value14020W106SHS CREAT UNIT65,902$234.9 萬0.1%+7,850+13.5%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD46,851$232.5 萬0.1%+10,200+27.8%加碼–
Timothy Plan887432342U S SM CP CORE62,430$231.2 萬0.1%−2,967−4.5%減碼–
CRMSalesforce, Inc.Stock8,510$228.4 萬0.1%+1,082+14.6%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF12,476$213.2 萬0.1%+4,682+60.1%加碼–
Dimensional ETF Trust25434V732EMERGING MKTS CO79,131$209.4 萬0.1%+8,191+11.5%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF10,103$208.6 萬0.1%+1,693+20.1%加碼–
American Centy ETF Tr025072877US SML CP VALU23,859$208.0 萬0.1%+5,176+27.7%加碼–
SPDR Series Trust78468R523ST STR BL 12 ETF20,799$206.9 萬0.1%+20,799新進–
iShares Core S&P Mid-Cap ETF464287507ETF34,960$204.0 萬0.1%−3,263−8.5%減碼–
UNHUnitedHealth Group IncStock3,889$203.7 萬0.1%+283+7.8%加碼歷史
CLHClean Harbors IncCOM10,102$199.1 萬0.1%−32−0.3%減碼歷史
GEGeneral Electric CoStock9,932$198.8 萬0.1%+2,024+25.6%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF18,511$195.5 萬0.1%−1,865−9.2%減碼–
PNFPPinnacle Financial Partners, Inc.COM18,271$193.7 萬0.1%+275+1.5%加碼歷史
SGISomnigroup International Inc.COM32,292$193.4 萬0.1%+11,489+55.2%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF20,593$192.4 萬0.1%−1,330−6.1%減碼–
LINLinde PLCStock4,119$191.8 萬0.1%+674+19.6%加碼歷史
iShares Inc46434G764MSCI EMRG CHN34,783$191.6 萬0.1%+5,316+18.0%加碼–
Vanguard Star FDS921909768VG TL INTL STK F30,636$190.2 萬0.1%+2,972+10.7%加碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF37,076$189.4 萬0.1%−547−1.5%減碼–
MCDMcDonalds CorpStock6,001$187.5 萬0.1%−2,820−32.0%減碼歷史
KOCoca Cola CoStock26,133$187.2 萬0.1%+9,977+61.8%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF42,181$186.7 萬0.1%+10,721+34.1%加碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF12,742$186.0 萬0.1%+7,148+127.8%加碼–
Victory Portfolios II92647X830SHS FR CA FL ETF53,608$183.8 萬0.1%+53,608新進–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW19,780$183.5 萬0.1%−419−2.1%減碼–
KNXKnight-Swift Transportation Holdings Inc.CL A41,944$182.4 萬0.1%+3,136+8.1%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF21,921$179.2 萬0.1%−3,701−14.4%減碼–
BERYBerry Global Group, Inc.COM25,657$179.1 萬0.1%−435−1.7%減碼歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF42,571$179.1 萬0.1%+6,042+16.5%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF15,178$178.3 萬0.1%−785−4.9%減碼–
ProShares Tr74347X864ULTRPRO S&P50023,804$175.9 萬0.1%+13,400+128.8%加碼–
SPDR Series Trust78464A763ST STR SP DIV12,780$173.4 萬0.1%−3,194−20.0%減碼–
MSMorgan StanleyStock14,717$171.7 萬0.1%+1,557+11.8%加碼歷史
ABTAbbott LaboratoriesStock12,864$170.6 萬0.1%−7,636−37.2%減碼歷史
WFCWells Fargo & CompanyStock23,513$168.8 萬0.1%+1,941+9.0%加碼歷史
RTXRTX CorpStock12,635$167.4 萬0.1%−360−2.8%減碼歷史
DUKDuke Energy CORPStock13,720$167.3 萬0.1%+868+6.8%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF33,258$165.7 萬0.1%+916+2.8%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT33,955$165.6 萬0.1%+12,616+59.1%加碼–
iShares Russell Mid-Cap Value ETF464287473ETF12,907$162.6 萬0.1%−258−2.0%減碼–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF63,503$162.2 萬0.1%+63,503新進–
AB Active ETFs Inc00039J830SHOR DU YIEL ETF45,061$160.1 萬0.1%+20,326+82.2%加碼–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL19,396$160.1 萬0.1%−34−0.2%減碼–
Dimensional ETF Trust25434V567GLOBAL CR ETF30,040$159.7 萬0.1%+4,724+18.7%加碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF33,454$159.0 萬0.1%+5,798+21.0%加碼–
iShares Tr46436E7180-3 MTH TREASURY15,642$157.5 萬0.1%+7,551+93.3%加碼–
TPRTapestry, Inc.COM22,316$157.1 萬0.1%+9,124+69.2%加碼歷史
UGLProShares Trust IIULTRA GOLD12,187$156.9 萬0.1%−4,847−28.5%減碼歷史
Franklin Templeton ETF Tr35473P652FTSE EUROPE50,269$155.4 萬0.1%+4,211+9.1%加碼–
QCOMQualcomm IncStock10,011$153.8 萬0.1%+2,504+33.4%加碼歷史
CATCaterpillar IncStock4,644$153.1 萬0.1%+350+8.2%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF16,404$151.7 萬0.1%+15,374+1,492.6%加碼–
OXYOccidental Petroleum CorpStock30,620$151.1 萬0.1%+2,360+8.4%加碼歷史
BACBank of America CorpStock36,059$150.5 萬0.1%−14,479−28.6%減碼歷史
Vanguard Wellington FD921935870SHORT TRM TAX EX14,624$147.0 萬0.1%+1,615+12.4%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock5,735$140.0 萬0.1%+693+13.7%加碼歷史
PMPhilip Morris International Inc.Stock8,746$138.8 萬0.1%+1,713+24.4%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,643$138.1 萬0.1%−183−3.1%減碼–
iShares Tr464288414NATIONAL MUN ETF13,063$137.7 萬0.1%−6,739−34.0%減碼–
Dimensional ETF Trust25434V575INTL COR FIX ETF26,263$137.2 萬0.1%+5,225+24.8%加碼–
Direxion Shs ETF Tr25459W862DRX S&P500BULL9,761$137.0 萬0.1%+1,731+21.6%加碼–
MCKMcKesson CorpStock2,035$137.0 萬0.1%+28+1.4%加碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF26,571$136.0 萬0.1%+3,622+15.8%加碼–

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