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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 2 季持倉

持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
4,241
較 2025 年第 1 季 +232
總值
$22.1 億
較 2025 年第 1 季 +$3.93 億 (+21.6%)
申報日
2025/8/13
SEC
EverSource Wealth Advisors, LLC 在 2025 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
Vanguard Wellington FD921935870SHORT TRM TAX EX8,957$90.4 萬<0.1%−5,667−38.8%減碼–
iShares Russell 2000 ETF464287655ETF4,188$90.4 萬<0.1%+947+29.2%加碼–
ADPAutomatic Data Processing IncStock2,925$90.2 萬<0.1%+145+5.2%加碼歷史
WMWaste Management IncStock3,934$90.0 萬<0.1%+185+4.9%加碼歷史
CVSCVS Health CorpStock13,030$89.9 萬<0.1%−3,078−19.1%減碼歷史
MDLZMondelez International, Inc.Stock13,326$89.9 萬<0.1%+5,131+62.6%加碼歷史
iShares Tr46435U853BROAD USD HIGH23,686$88.8 萬<0.1%+3,338+16.4%加碼–
ACNAccenture plcStock2,958$88.4 萬<0.1%−67−2.2%減碼歷史
iShares Tr46435G193ESG AWRE USD ETF37,882$88.0 萬<0.1%+4,031+11.9%加碼–
SGOLabrdn Gold ETF TrustETF27,301$86.1 萬<0.1%−457−1.6%減碼歷史
DVNDevon Energy CorpStock27,039$86.0 萬<0.1%+8,552+46.3%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES35,164$85.7 萬<0.1%+1,315+3.9%加碼–
SPOTSpotify Technology S.A.Stock1,117$85.7 萬<0.1%+155+16.1%加碼歷史
LOWLowes Companies IncStock3,860$85.6 萬<0.1%−1,034−21.1%減碼歷史
ProShares Tr74347X864ULTRPRO S&P5009,325$85.3 萬<0.1%−14,479−60.8%減碼–
VRSNVerisign IncCOM2,931$84.7 萬<0.1%+1,995+213.1%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF6,291$84.5 萬<0.1%−4,215−40.1%減碼–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF31,620$84.4 萬<0.1%−18,768−37.2%減碼–
iShares Tr464288414NATIONAL MUN ETF8,011$83.7 萬<0.1%−5,052−38.7%減碼–
APHAmphenol CorpCL A8,475$83.7 萬<0.1%+2,046+31.8%加碼歷史
Strategy Shs86280R811EVEN HIGH DI ETF32,798$83.3 萬<0.1%+408+1.3%加碼–
LRCXLam Research CorpStock8,450$82.3 萬<0.1%+2,534+42.8%加碼歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS33,125$81.9 萬<0.1%+4,148+14.3%加碼–
PSXPhillips 66Stock6,858$81.8 萬<0.1%+1,398+25.6%加碼歷史
DASHDoorDash, Inc.Stock3,316$81.7 萬<0.1%+2,032+158.3%加碼歷史
MSCIMSCI Inc.Stock1,405$81.0 萬<0.1%+792+129.2%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF21,330$81.0 萬<0.1%−309−1.4%減碼–
iShares Tr464289859CORE 80 20 ETF9,689$80.8 萬<0.1%+30+0.3%加碼–
iShares Tr464288513IBOXX HI YD ETF9,832$79.3 萬<0.1%−1,234−11.2%減碼–
iShares Tr46428743220 YR TR BD ETF8,936$78.9 萬<0.1%+6,262+234.2%加碼–
HONHoneywell International IncCOM3,372$78.5 萬<0.1%+52+1.6%加碼歷史
DHRDanaher CorpStock3,973$78.5 萬<0.1%+1,380+53.2%加碼歷史
XELXcel Energy IncStock11,475$78.1 萬<0.1%+1,363+13.5%加碼歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA26,018$78.0 萬<0.1%+26,018新進–
FCXFreeport-McMoran IncStock17,998$78.0 萬<0.1%+9,195+104.5%加碼歷史
ROPRoper Technologies IncStock1,369$77.6 萬<0.1%+325+31.1%加碼歷史
PHParker-Hannifin CorpStock1,111$77.6 萬<0.1%+220+24.7%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF7,062$77.2 萬<0.1%−2,402−25.4%減碼–
MUMicron Technology IncStock6,239$76.9 萬<0.1%+421+7.2%加碼歷史
SPDR Series Trust78464A805ST STR PR SP150010,257$76.8 萬<0.1%−770−7.0%減碼–
SHWSherwin Williams CoCOM2,228$76.5 萬<0.1%−133−5.6%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR49,474$76.0 萬<0.1%+10,085+25.6%加碼歷史
HLTHilton Worldwide Holdings Inc.COM2,853$76.0 萬<0.1%+1,537+116.8%加碼歷史
GMGeneral Motors CoCOM15,432$75.9 萬<0.1%+8,534+123.7%加碼歷史
VSTVistra Corp.Stock3,887$75.3 萬<0.1%+875+29.1%加碼歷史
ADIAnalog Devices IncStock3,146$74.9 萬<0.1%+718+29.6%加碼歷史
CMCSAComcast CorpStock20,912$74.6 萬<0.1%+1,152+5.8%加碼歷史
INCYIncyte CorpCOM10,877$74.1 萬<0.1%+9,035+490.5%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF8,950$74.0 萬<0.1%−407−4.3%減碼–
ROLRollins IncCOM13,075$73.8 萬<0.1%+1,394+11.9%加碼歷史
AMPAmeriprise Financial IncCOM1,369$73.1 萬<0.1%+226+19.8%加碼歷史
SAPSAP SEADR2,401$73.0 萬<0.1%+202+9.2%加碼歷史
NEENextera Energy IncStock10,511$73.0 萬<0.1%−106−1.0%減碼歷史
CMGChipotle Mexican Grill IncCOM12,956$72.7 萬<0.1%+1,679+14.9%加碼歷史
FTNTFortinet, Inc.Stock6,854$72.5 萬<0.1%+3,274+91.5%加碼歷史
JCIJohnson Controls International plcStock6,829$72.1 萬<0.1%+2,909+74.2%加碼歷史
WELLWelltower Inc.REIT4,660$71.6 萬<0.1%+990+27.0%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,749$70.9 萬<0.1%+163+10.3%加碼歷史
STZConstellation Brands, Inc.Stock4,332$70.5 萬<0.1%+292+7.2%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF5,986$69.5 萬<0.1%−240−3.9%減碼–
NDAQNasdaq, Inc.COM7,766$69.4 萬<0.1%+2,593+50.1%加碼歷史
MSIMotorola Solutions, Inc.Stock1,635$68.8 萬<0.1%+351+27.3%加碼歷史
TFCTruist Financial CorpCOM15,966$68.6 萬<0.1%+5,041+46.1%加碼歷史
MNSTMonster Beverage CorpCOM10,936$68.5 萬<0.1%+8,627+373.6%加碼歷史
PIMCO ETF Tr72201R817INV GRD CRP BD7,016$68.3 萬<0.1%−3,674−34.4%減碼–
INTCIntel CorpStock30,390$68.1 萬<0.1%+13,689+82.0%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF27,801$67.9 萬<0.1%−1,400−4.8%減碼–
MDTMedtronic plcStock7,790$67.9 萬<0.1%+2,651+51.6%加碼歷史
UPSUnited Parcel Service IncStock6,705$67.7 萬<0.1%+2,521+60.3%加碼歷史
iShares Tr4642886613 7 YR TREAS BD5,601$66.7 萬<0.1%−2,036−26.7%減碼–
PAYXPaychex IncStock4,576$66.6 萬<0.1%+422+10.2%加碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF10,604$66.5 萬<0.1%+5,856+123.3%加碼–
RCLRoyal Caribbean Cruises LtdCOM2,101$65.8 萬<0.1%−73−3.4%減碼歷史
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX21,000$65.7 萬<0.1%+21,000新進–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR25,730$65.2 萬<0.1%+16,003+164.5%加碼歷史
FDXFedEx CorpStock2,870$65.2 萬<0.1%+448+18.5%加碼歷史
TMUST-Mobile US, Inc.Stock2,715$64.7 萬<0.1%+234+9.4%加碼歷史
FISVFiserv IncStock3,737$64.4 萬<0.1%−604−13.9%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD7,829$64.3 萬<0.1%−1,127−12.6%減碼–
VEEVVeeva Systems IncStock2,224$64.0 萬<0.1%+1,482+199.7%加碼歷史
AIGAmerican International Group, Inc.Stock7,464$63.9 萬<0.1%+3,180+74.2%加碼歷史
AMTAmerican Tower CorpREIT2,882$63.7 萬<0.1%+884+44.2%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD12,748$63.4 萬<0.1%+398+3.2%加碼–
SYKStryker CorpStock1,600$63.3 萬<0.1%−156−8.9%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF4,759$62.9 萬<0.1%−8,148−63.1%減碼–
RYRoyal Bank of CanadaStock4,762$62.7 萬<0.1%+1,513+46.6%加碼歷史
COINCoinbase Global, Inc.COM CL A1,761$61.7 萬<0.1%+436+32.9%加碼歷史
ETREntergy CorpCOM7,420$61.7 萬<0.1%+1,030+16.1%加碼歷史
KMXCarMax IncCOM9,125$61.3 萬<0.1%+6,528+251.4%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT8,932$61.2 萬<0.1%−221−2.4%減碼–
WRBBerkley W R CorpCOM8,308$61.0 萬<0.1%+186+2.3%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,025$61.0 萬<0.1%+450+5.2%加碼–
DALDelta Air Lines, Inc.COM NEW12,400$61.0 萬<0.1%+8,548+221.9%加碼歷史
BDXBecton Dickinson & CoStock3,515$60.5 萬<0.1%+2,563+269.2%加碼歷史
MOAltria Group, Inc.Stock10,277$60.3 萬<0.1%−102−1.0%減碼歷史
RELXRELX PLCSPONSORED ADR10,991$59.7 萬<0.1%+3,691+50.6%加碼歷史
MMM3M CoStock3,874$59.0 萬<0.1%−854−18.1%減碼歷史
CMECME Group Inc.COM2,133$58.8 萬<0.1%+615+40.5%加碼歷史
IBNIcici Bank LtdADR17,383$58.5 萬<0.1%+4,844+38.6%加碼歷史
Vanguard Information Technology ETF92204A702ETF881$58.5 萬<0.1%−180−17.0%減碼–

選擇權（8 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 2 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$197.7 萬–
Oracle Corp Put Opt7389689NLStock$19.7 萬–
Occidental Pete Corp CLL Opt7224939RRStock–$12.6 萬
Flagstar Financial Inc CLL Opt7503429OIStock–$10.5 萬
Energy Transfer L P CLL Opt7419209TPStock–$9.97 萬
Coreweave Inc CLL Opt7909339WUStock–$8.15 萬
Coinbase Global Inc Put Opt7647409FBStock$7.01 萬–
Alphabet Inc Cap STK6951179OIStock–$3.52 萬

2025 年第 1 季之後清倉（177 檔）

2025 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 177 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
State Street SPDR S&P Regional Banking ETF78464A698ETF48,384$275.1 萬0.2%–
BERYBerry Global Group, Inc.COM25,657$179.1 萬0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF6,585$99.4 萬0.1%–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X12,915$53.6 萬<0.1%–
DFSDiscover Financial ServicesCOM2,292$39.1 萬<0.1%歷史
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$34.9 萬<0.1%–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,093$30.5 萬<0.1%–
JGHNuveen Global High Income FundSHS12,765$16.7 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,500$15.8 萬<0.1%–
Fidelity Covington Trust316092352BLUE CHIP GRWTH3,557$14.2 萬<0.1%–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$12.2 萬<0.1%–
Ea Series Trust02072L680STRIVE 500 ETF3,098$11.2 萬<0.1%–
iShares Tr46435G268RUSEL 2500 ETF1,723$10.8 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP2,417$10.3 萬<0.1%–
WisdomTree Tr97717X669US QTLY DIV GRT1,217$9.72 萬<0.1%–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$6.57 萬<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM428$5.65 萬<0.1%歷史
Barrick Gold Corp067901108COM2,473$4.81 萬<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD956$4.18 萬<0.1%–
Veren Inc92340V107COM NEW6,156$4.08 萬<0.1%–
Tidal ETF Tr88634T824II YIELDMAX COIN OP5,075$3.89 萬<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF1,505$3.79 萬<0.1%–
MKZRMacKenzie Realty Capital, Inc.COM21,446$3.22 萬<0.1%歷史
JWNNordstrom IncStock1,126$2.75 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$2.41 萬<0.1%–
BECNQxo Building Products, Inc.COM151$1.87 萬<0.1%歷史
iShares Tr464287770U.S. FIN SVC ETF232$1.82 萬<0.1%–
ProShares Tr74347R842PSHS ULTRUSS2000535$1.79 萬<0.1%–
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$1.69 萬<0.1%–
WisdomTree Tr97717W604US SMALLCAP DIVD456$1.46 萬<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF226$1.42 萬<0.1%–
EQCEQC Liquidating TrustCOM SH BEN INT7,813$1.26 萬<0.1%歷史
Unified Ser Tr90470L295ONEA ENH SMA ETF406$1.00 萬<0.1%–
PYCRPaycor HCM, Inc.COM386$8,661<0.1%歷史
iShares Tr46435U366SELF DRIVNG EV283$8,272<0.1%–
XUnited States Steel CorpCOM190$8,030<0.1%歷史
PTVEPactiv Evergreen Inc.COM391$7,042<0.1%歷史
PDCOPatterson Companies, Inc.COM207$6,466<0.1%歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT131$6,440<0.1%–
iShares Tr46434V639CUR HD EURZN ETF164$6,391<0.1%–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$6,029<0.1%–
SASRSandy Spring Bancorp IncCOM208$5,813<0.1%歷史
SPDR Series Trust78464A516ST INTL BBG ETF259$5,652<0.1%–
OPENOpendoor Technologies Inc.COM5,205$5,309<0.1%歷史
Alps ETF Tr00162Q858SECTR DIV DOGS84$4,880<0.1%–
iShares Tr464287184CHINA LG-CAP ETF135$4,838<0.1%–
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4,361<0.1%–
ATSGAir Transport Services Group, Inc.COM187$4,196<0.1%歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG526$4,182<0.1%歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4,033<0.1%–
Amplify Blockchain Technology ETF032108607ETF108$3,983<0.1%–
Listed FD Tr53656F474TRUESHARES LW VO117$3,976<0.1%–
KRNTKornit Digital Ltd.SHS203$3,873<0.1%歷史
Despegar Com CorpG27358103ORD SHS202$3,796<0.1%–
PRTAProthena Corp Public Ltd CoSHS304$3,762<0.1%歷史
Tidal Trust I886364231FUND GRAN US ETF200$3,635<0.1%–
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF400$3,516<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF61$3,328<0.1%–
NFENew Fortress Energy Inc.COM CL A389$3,232<0.1%歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3,231<0.1%–
VOXXVOXX International CorpCL A425$3,188<0.1%歷史
ACCDAccolade, Inc.COM426$2,974<0.1%歷史
IMCRImmunocore Holdings plcADS96$2,848<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM357$2,817<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A4,621$2,796<0.1%歷史
PENGPenguin Solutions, Inc.SHS150$2,606<0.1%歷史
iShares Tr46436E403MSCI US GARP ETF50$2,551<0.1%–
MLMoneylion Inc.COMM STK29$2,509<0.1%歷史
SPDR Ser Tr78468R689S&P KENSHO SMART97$2,504<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF100$2,033<0.1%–
WOLFWolfspeed, Inc.Stock615$1,882<0.1%歷史
LULufax Holding LtdADS REP SHS CL A604$1,794<0.1%歷史
MTLSMaterialise NVSPONSORED ADS341$1,678<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1,643<0.1%–
NNENano Nuclear Energy Inc.COM59$1,561<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF75$1,557<0.1%–
Dada Nexus Ltd23344D108ADS841$1,556<0.1%–
TBRGTruBridge, Inc.COM56$1,541<0.1%歷史
AGYSAgilysys IncCOM20$1,451<0.1%歷史
RIGLRigel Pharmaceuticals IncCOM NEW79$1,421<0.1%歷史
SILASila Realty Trust, Inc.COMMON STOCK51$1,362<0.1%歷史
LAZRQLuminar Technologies, Inc.COM NEW CL A244$1,315<0.1%歷史
FLICFirst of Long Island CorpCOM106$1,309<0.1%歷史
SAILSailPoint, Inc.COM69$1,294<0.1%歷史
PLYAPlaya Hotels & Resorts N.V.SHS96$1,280<0.1%歷史
HEESH&E Equipment Services, Inc.COM13$1,232<0.1%歷史
PDSPrecision Drilling CorpCOM NEW26$1,212<0.1%歷史
PLPlanet Labs PBCCOM CL A338$1,142<0.1%歷史
ALLOAllogene Therapeutics, Inc.COM774$1,130<0.1%歷史
CHMICherry Hill Mortgage Investment CorpCOM333$1,099<0.1%歷史
IRENIREN LtdORDINARY SHARES180$1,096<0.1%歷史
ORGOOrganogenesis Holdings Inc.COM252$1,089<0.1%歷史
AMPSAltus Power, Inc.COM CL A209$1,035<0.1%歷史
VIVOVivoPower PLCSHS NEW255$1,020<0.1%歷史
ADEAAdeia Inc.COM75$992<0.1%歷史
UFIUnifi IncCOM NEW200$962<0.1%歷史
iShares Tr464288752US HOME CONS ETF10$954<0.1%–
Azul S A05501U106SPONSR ADR PFD571$937<0.1%–
LGTYLogility Supply Chain Solutions, IncCL A64$913<0.1%歷史
PNRGPrimeenergy Resources CorpCOM4$912<0.1%歷史