跳到主要內容
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
Invesco S&P 500 Quality ETF46137V241ETF6,786$45.0 萬<0.1%−22,983−77.2%減碼–
TFCTruist Financial CorpCOM10,925$45.0 萬<0.1%+605+5.9%加碼歷史
TMToyota Motor CorpADS2,532$44.7 萬<0.1%+878+53.1%加碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF2,211$44.7 萬<0.1%+1,433+184.2%加碼–
RCLRoyal Caribbean Cruises LtdCOM2,174$44.7 萬<0.1%+459+26.8%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS8,467$44.3 萬<0.1%−10.0%減碼–
iShares Inc464286764MSCI SPAIN ETF11,629$44.3 萬<0.1%+11,629新進–
ProShares Tr74347G192ULTRAPRO SHT QQQ11,500$44.1 萬<0.1%+11,500新進–
LHXL3HARRIS Technologies, Inc.Stock2,104$44.0 萬<0.1%+166+8.6%加碼歷史
RFRegions Financial CorpCOM20,171$43.8 萬<0.1%+2,068+11.4%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,042$43.8 萬<0.1%−709−40.5%減碼歷史
EPDEnterprise Products Partners L.P.Stock12,805$43.7 萬<0.1%+10+0.1%加碼歷史
iShares Tr46435U218ESG MSCI LEADR4,551$43.6 萬<0.1%−419−8.4%減碼–
AZNAstraZeneca PLCSPONSORED ADR5,931$43.6 萬<0.1%−5−0.1%減碼歷史
BMYBristol Myers Squibb CoStock7,139$43.5 萬<0.1%−465−6.1%減碼歷史
AMTAmerican Tower CorpREIT1,998$43.5 萬<0.1%+45+2.3%加碼歷史
PNCPNC Financial Services Group, Inc.Stock2,464$43.3 萬<0.1%+619+33.6%加碼歷史
LRCXLam Research CorpStock5,916$43.0 萬<0.1%+1,685+39.8%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM3,755$42.8 萬<0.1%+325+9.5%加碼歷史
WCNWaste Connections, Inc.COM2,194$42.8 萬<0.1%+208+10.5%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD18,001$42.8 萬<0.1%−5,504−23.4%減碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF17,110$42.5 萬<0.1%−2,086−10.9%減碼–
COLBColumbia Banking System, Inc.COM17,039$42.5 萬<0.1%+134+0.8%加碼歷史
CMICummins IncStock1,353$42.4 萬<0.1%+627+86.4%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF11,668$42.2 萬<0.1%−1,279−9.9%減碼–
APHAmphenol CorpCL A6,429$42.2 萬<0.1%+2,539+65.3%加碼歷史
ALLAllstate CorpStock2,036$42.2 萬<0.1%+531+35.3%加碼歷史
iShares Inc46434G780MSCI SINGPOR ETF17,619$41.9 萬<0.1%+17,619新進–
CICigna GroupStock1,271$41.8 萬<0.1%+374+41.7%加碼歷史
GILDGilead Sciences, Inc.Stock3,731$41.8 萬<0.1%+1,332+55.5%加碼歷史
JKHYJack Henry & Associates IncStock2,260$41.3 萬<0.1%−25−1.1%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,415$40.6 萬<0.1%−2,730−11.3%減碼歷史
SHELShell plcADR5,511$40.4 萬<0.1%+328+6.3%加碼歷史
CMECME Group Inc.COM1,518$40.3 萬<0.1%+479+46.1%加碼歷史
SBUXStarbucks CorpStock4,100$40.2 萬<0.1%−8,115−66.4%減碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF8,779$40.1 萬<0.1%−35−0.4%減碼–
BSYBentley Systems IncCOM CL B10,165$40.0 萬<0.1%+130+1.3%加碼歷史
EHCEncompass Health CorpCOM3,926$39.8 萬<0.1%+143+3.8%加碼歷史
IBNIcici Bank LtdADR12,539$39.5 萬<0.1%−903−6.7%減碼歷史
NDAQNasdaq, Inc.COM5,173$39.2 萬<0.1%+1,467+39.6%加碼歷史
DFSDiscover Financial ServicesCOM2,292$39.1 萬<0.1%+132+6.1%加碼歷史
AEPAmerican Electric Power Co IncStock3,537$38.6 萬<0.1%+738+26.4%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,369$38.0 萬<0.1%+217+10.1%加碼歷史
INTCIntel CorpStock16,701$37.9 萬<0.1%+5,145+44.5%加碼歷史
ITWIllinois Tool Works IncStock1,523$37.8 萬<0.1%+356+30.5%加碼歷史
CORCencora, Inc.Stock1,357$37.8 萬<0.1%−412−23.3%減碼歷史
AIGAmerican International Group, Inc.Stock4,284$37.2 萬<0.1%+1,408+49.0%加碼歷史
CSXCSX CorpStock12,624$37.2 萬<0.1%+428+3.5%加碼歷史
AFLAflac IncStock3,336$37.1 萬<0.1%+635+23.5%加碼歷史
EMREmerson Electric CoStock3,374$37.0 萬<0.1%+219+6.9%加碼歷史
ZBRAZebra Technologies CorpCL A1,309$37.0 萬<0.1%−32−2.4%減碼歷史
Vanguard Mun BD FDS922907738INTERMEDIATE TRM3,739$37.0 萬<0.1%−5,386−59.0%減碼–
TDYTeledyne Technologies IncCOM742$36.9 萬<0.1%+21+2.9%加碼歷史
OLEDUniversal Display CorpCOM2,648$36.9 萬<0.1%+1,033+64.0%加碼歷史
RELXRELX PLCSPONSORED ADR7,300$36.8 萬<0.1%−3,313−31.2%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF5,731$36.8 萬<0.1%−1,875−24.7%減碼–
AONAon plcCL A920$36.7 萬<0.1%+238+34.9%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF3,648$36.7 萬<0.1%+2,300+170.6%加碼–
RYRoyal Bank of CanadaStock3,249$36.6 萬<0.1%+1,621+99.6%加碼歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X12,492$36.6 萬<0.1%−14,440−53.6%減碼–
SKYChampion Homes, Inc.Stock3,832$36.3 萬<0.1%+9+0.2%加碼歷史
ORealty Income CorpREIT6,247$36.2 萬<0.1%+1,119+21.8%加碼歷史
iShares Tr464287556ISHARES BIOTECH2,832$36.2 萬<0.1%−12−0.4%減碼–
BPBP PLCADR10,681$36.1 萬<0.1%+1,258+13.4%加碼歷史
WDAYWorkday, Inc.CL A1,535$35.8 萬<0.1%+563+57.9%加碼歷史
TDGTransDigm Group INCCOM259$35.8 萬<0.1%+50+23.9%加碼歷史
HIGHartford Insurance Group, Inc.Stock2,875$35.6 萬<0.1%+242+9.2%加碼歷史
VSTVistra Corp.Stock3,012$35.4 萬<0.1%−230−7.1%減碼歷史
iShares Tr464288760US AER DEF ETF2,309$35.3 萬<0.1%−19−0.8%減碼–
SPDR Series Trust78468R101ST SHO TREAS ETF12,063$35.3 萬<0.1%+9,325+340.6%加碼–
OKEONEOK IncCOM3,535$35.1 萬<0.1%−565−13.8%減碼歷史
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$34.9 萬<0.1%00.0%不變–
Schwab US Aggregate Bond ETF808524839ETF15,048$34.9 萬<0.1%−2,380−13.7%減碼–
DTMDT Midstream, Inc.COMMON STOCK3,609$34.8 萬<0.1%+190+5.6%加碼歷史
MSCIMSCI Inc.Stock613$34.7 萬<0.1%+207+51.0%加碼歷史
KEYSKeysight Technologies, Inc.Stock2,301$34.5 萬<0.1%+349+17.9%加碼歷史
FTNTFortinet, Inc.Stock3,580$34.5 萬<0.1%+1,100+44.4%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM543$34.4 萬<0.1%+73+15.5%加碼歷史
ANETArista Networks, Inc.Stock4,409$34.2 萬<0.1%−2,559−36.7%減碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW7,901$34.0 萬<0.1%−973−11.0%減碼–
STESTERIS plcSHS USD1,498$34.0 萬<0.1%+381+34.1%加碼歷史
BABAAlibaba Group Holding LtdADR2,558$33.8 萬<0.1%+635+33.0%加碼歷史
MCOMoodys CorpStock726$33.8 萬<0.1%+167+29.9%加碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA12,151$33.6 萬<0.1%−956−7.3%減碼–
FCXFreeport-McMoran IncStock8,803$33.3 萬<0.1%+2,438+38.3%加碼歷史
HLIHoulihan Lokey, Inc.CL A2,048$33.1 萬<0.1%+290+16.5%加碼歷史
ZTSZoetis Inc.Stock2,006$33.0 萬<0.1%+343+20.6%加碼歷史
SONYSony Group CorpSPONSORED ADR12,990$33.0 萬<0.1%+2,221+20.6%加碼歷史
PYPLPayPal Holdings, Inc.Stock5,053$33.0 萬<0.1%−710−12.3%減碼歷史
iShares Inc46434G863ESG AWR MSCI EM9,383$32.8 萬<0.1%−1,735−15.6%減碼–
CHRWC. H. Robinson Worldwide, Inc.COM NEW3,188$32.6 萬<0.1%+440+16.0%加碼歷史
SPGSimon Property Group Inc.REIT1,960$32.6 萬<0.1%−69−3.4%減碼歷史
Vanguard Real Estate ETF922908553ETF3,592$32.5 萬<0.1%−89,800−96.2%減碼–
KBKB Financial Group Inc.SPONSORED ADR6,008$32.5 萬<0.1%+1,436+31.4%加碼歷史
GMGeneral Motors CoCOM6,898$32.4 萬<0.1%+2,333+51.1%加碼歷史
SSNCSS&C Technologies Holdings IncCOM3,863$32.3 萬<0.1%+1,622+72.4%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,314$32.2 萬<0.1%+1,132+27.1%加碼–
LHLabcorp Holdings Inc.Stock1,382$32.2 萬<0.1%+165+13.6%加碼歷史
TTETotalEnergies SESPONSORED ADS4,966$32.1 萬<0.1%+1,334+36.7%加碼歷史
NSCNorfolk Southern CorpStock1,351$32.0 萬<0.1%+247+22.4%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