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Livermore
Livermore
中文EN

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
WPCW. P. Carey Inc.COM21,427$135.2 萬0.1%−2,820−11.6%減碼歷史
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF50,388$135.1 萬0.1%+22,355+79.7%加碼–
CSCOCisco Systems, Inc.Stock21,885$135.0 萬0.1%+5,458+33.2%加碼歷史
CIENCiena CorpCOM NEW21,973$132.8 萬0.1%+3,502+19.0%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR7,966$132.2 萬0.1%−1,496−15.8%減碼歷史
Amplify ETF Tr032108722CWP INTL ENHANCE42,005$132.1 萬0.1%+23,443+126.3%加碼–
RSGRepublic Services, Inc.COM5,407$131.0 萬0.1%+346+6.8%加碼歷史
iShares Tr464288448INTL SEL DIV ETF41,806$129.7 萬0.1%−17,860−29.9%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF27,909$128.3 萬0.1%+5,511+24.6%加碼–
iShares S&P 500 Value ETF464287408ETF6,688$127.5 萬0.1%+3,383+102.4%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED41,034$126.7 萬0.1%−571−1.4%減碼–
MRKMerck & Co., Inc.Stock14,076$126.3 萬0.1%+439+3.2%加碼歷史
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF39,790$122.5 萬0.1%+20,465+105.9%加碼–
TAT&T Inc.Stock43,186$122.1 萬0.1%+5,596+14.9%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,506$121.4 萬0.1%+46+0.4%加碼–
iShares Core MSCI Eafe ETF46432F842ETF16,017$121.2 萬0.1%+978+6.5%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF6,906$119.0 萬0.1%−1,068−13.4%減碼–
UNPUnion Pacific CorpStock5,005$118.2 萬0.1%+988+24.6%加碼歷史
MPCMarathon Petroleum CorpStock7,977$116.2 萬0.1%+179+2.3%加碼歷史
IBMInternational Business Machines CorpStock4,642$115.4 萬0.1%+1,106+31.3%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF11,636$115.1 萬0.1%+1,946+20.1%加碼–
LOWLowes Companies IncStock4,894$114.2 萬0.1%+346+7.6%加碼歷史
LMTLockheed Martin CorpStock2,529$113.0 萬0.1%+229+10.0%加碼歷史
AXPAmerican Express CoStock4,171$112.2 萬0.1%+605+17.0%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,264$110.3 萬0.1%−166−3.7%減碼–
CVSCVS Health CorpStock16,108$109.1 萬0.1%−210−1.3%減碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF41,312$107.5 萬0.1%−153−0.4%減碼–
DDominion Energy, IncStock19,107$107.1 萬0.1%+1,047+5.8%加碼歷史
TJXTJX Companies IncStock8,754$106.6 萬0.1%−11,615−57.0%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF16,162$106.3 萬0.1%+1,129+7.5%加碼–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID30,973$105.7 萬0.1%−1,290−4.0%減碼–
JBLJabil IncStock7,759$105.6 萬0.1%+141+1.9%加碼歷史
ADBEAdobe Inc.Stock2,744$105.2 萬0.1%+393+16.7%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF4,118$105.2 萬0.1%−332−7.5%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF1,968$105.0 萬0.1%−280−12.5%減碼歷史
PIMCO ETF Tr72201R817INV GRD CRP BD10,690$103.4 萬0.1%+10,690新進–
ETEnergy Transfer LPCOM UT LTD PTN55,602$103.4 萬0.1%−641−1.1%減碼歷史
BABoeing CoStock6,061$103.4 萬0.1%−1,284−17.5%減碼歷史
VZVerizon Communications IncStock22,696$102.9 萬0.1%+973+4.5%加碼歷史
iShares S&P 100 ETF464287101ETF3,785$102.5 萬0.1%+542+16.7%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF34,415$102.2 萬0.1%+500+1.5%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF18,920$102.1 萬0.1%+6,555+53.0%加碼–
SLViShares Silver TrustETF32,681$101.3 萬0.1%−2,752−7.8%減碼歷史
IBITiShares Bitcoin Trust ETFETF21,531$100.8 萬0.1%+5,292+32.6%加碼歷史
SCHWSchwab Charles CorpStock12,737$99.7 萬0.1%−10,280−44.7%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF6,585$99.4 萬0.1%−7,142−52.0%減碼–
iShares Core S&P Small Cap ETF464287804ETF9,464$99.0 萬0.1%−4,361−31.5%減碼–
AMDAdvanced Micro Devices IncStock9,630$98.9 萬0.1%+1,481+18.2%加碼歷史
Strategy Shs86280R787EVENTIDE US MRKT41,812$98.7 萬0.1%+41,812新進–
AJGArthur J. Gallagher & Co.COM2,858$98.7 萬0.1%+742+35.1%加碼歷史
iShares Tr464288885EAFE GRWTH ETF9,830$98.3 萬0.1%+433+4.6%加碼–
TXNTexas Instruments IncStock5,462$98.2 萬0.1%+1,252+29.7%加碼歷史
HALHalliburton CoStock37,839$96.0 萬0.1%+1,227+3.4%加碼歷史
FISVFiserv IncStock4,341$95.9 萬0.1%+513+13.4%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,531$95.8 萬0.1%+647+13.2%加碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT33,659$95.4 萬0.1%+3,389+11.2%加碼–
CSLCarlisle Companies IncCOM2,783$94.8 萬0.1%+35+1.3%加碼歷史
PEPPepsiCo IncStock6,303$94.5 萬0.1%−3,151−33.3%減碼歷史
ACNAccenture plcStock3,025$94.4 萬0.1%−1,594−34.5%減碼歷史
DGXQuest Diagnostics IncCOM5,501$93.1 萬0.1%+224+4.2%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF19,445$92.3 萬0.1%+4,418+29.4%加碼–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF31,391$92.3 萬0.1%+3,594+12.9%加碼–
VLOValero Energy CorpStock6,894$91.0 萬0.1%+598+9.5%加碼歷史
DISWalt Disney CoStock9,214$90.9 萬<0.1%+212+2.4%加碼歷史
iShares Tr4642886613 7 YR TREAS BD7,637$90.2 萬<0.1%−6,977−47.7%減碼–
NOWServiceNow, Inc.Stock1,132$90.1 萬<0.1%+84+8.0%加碼歷史
iShares Tr464287721U.S. TECH ETF6,400$89.9 萬<0.1%−42,232−86.8%減碼–
Vanguard BD Index FDS92203C303VANGUARD ULTRA18,008$89.8 萬<0.1%−6,164−25.5%減碼–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,517$88.0 萬<0.1%−2,248−13.4%減碼–
iShares Tr464288513IBOXX HI YD ETF11,066$87.3 萬<0.1%−14,339−56.4%減碼–
WMWaste Management IncStock3,749$86.8 萬<0.1%+658+21.3%加碼歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$86.4 萬<0.1%00.0%不變歷史
Cyberark Software LtdM2682V108SHS2,549$86.2 萬<0.1%+42+1.7%加碼–
ADPAutomatic Data Processing IncStock2,780$85.0 萬<0.1%+293+11.8%加碼歷史
EOGEOG Resources IncStock6,601$84.7 萬<0.1%+411+6.6%加碼歷史
UBERUber Technologies, IncStock11,609$84.6 萬<0.1%+1,789+18.2%加碼歷史
SNOWSnowflake Inc.Stock5,786$84.6 萬<0.1%+1,314+29.4%加碼歷史
Vanguard Health Care ETF92204A504ETF3,130$82.9 萬<0.1%−33,912−91.6%減碼–
SGOLabrdn Gold ETF TrustETF27,758$82.8 萬<0.1%+15,907+134.2%加碼歷史
SHWSherwin Williams CoCOM2,361$82.4 萬<0.1%+273+13.1%加碼歷史
iShares Tr46435G425ESG AWR MSCI USA6,760$82.4 萬<0.1%+362+5.7%加碼–
Schwab Strategic Tr808524862SHT TM US TRES33,849$82.4 萬<0.1%−17,700−34.3%減碼–
ORLYO Reilly Automotive IncStock573$82.1 萬<0.1%+65+12.8%加碼歷史
ICEIntercontinental Exchange, Inc.Stock4,733$81.7 萬<0.1%+902+23.5%加碼歷史
CEGConstellation Energy CorpStock4,028$81.2 萬<0.1%+611+17.9%加碼歷史
Strategy Shs86280R811EVEN HIGH DI ETF32,390$80.6 萬<0.1%+31,553+3,769.8%加碼–
GEVGE Vernova Inc.Stock2,629$80.3 萬<0.1%+598+29.4%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF21,639$80.0 萬<0.1%+18+0.1%加碼–
GDGeneral Dynamics CorpStock2,904$79.2 萬<0.1%+225+8.4%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,586$78.9 萬<0.1%+133+9.2%加碼歷史
CBChubb LtdStock2,609$78.8 萬<0.1%+361+16.1%加碼歷史
iShares Tr464287291GLOBAL TECH ETF10,395$78.7 萬<0.1%+28+0.3%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF10,604$78.1 萬<0.1%−54−0.5%減碼–
iShares Tr46435G193ESG AWRE USD ETF33,851$78.1 萬<0.1%−431−1.3%減碼–
GDXUBank of MontrealMICROSCTR 3X LEV12,730$76.1 萬<0.1%−6,186−32.7%減碼歷史
PKGPackaging Corp of AmericaStock3,832$75.9 萬<0.1%+195+5.4%加碼歷史
Ea Series Trust02072L375TBG DIVID FO ETF22,995$75.3 萬<0.1%+11,536+100.7%加碼–
NEENextera Energy IncStock10,617$75.3 萬<0.1%+1,546+17.0%加碼歷史
SPDR Series Trust78464A805ST STR PR SP150011,027$75.0 萬<0.1%+10,358+1,548.3%加碼–
iShares Tr46435U853BROAD USD HIGH20,348$74.9 萬<0.1%+2,504+14.0%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