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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
RFRegions Financial CorpCOM24,464$57.5 萬<0.1%+4,293+21.3%加碼歷史
SFMSprouts Farmers Market, Inc.COM3,491$57.5 萬<0.1%+1,445+70.6%加碼歷史
ENBEnbridge IncStock12,661$57.4 萬<0.1%+1,851+17.1%加碼歷史
ALLAllstate CorpStock2,842$57.2 萬<0.1%+806+39.6%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$57.1 萬<0.1%−655−5.0%減碼–
GRMNGarmin LtdSHS2,733$57.0 萬<0.1%+1,414+107.2%加碼歷史
iShares Russell 1000 Value ETF464287598ETF2,935$57.0 萬<0.1%−12,083−80.5%減碼–
VanEck ETF Trust92189H409HIGH YLD MUNIETF11,352$57.0 萬<0.1%−15,219−57.3%減碼–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF71,494$56.4 萬<0.1%+71,494新進–
Schwab U.S. Large-Cap Growth ETF808524300ETF19,045$55.6 萬<0.1%+9,199+93.4%加碼–
KBKB Financial Group Inc.SPONSORED ADR6,692$55.3 萬<0.1%+684+11.4%加碼歷史
CLColgate Palmolive CoStock6,077$55.2 萬<0.1%+536+9.7%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF10,187$54.9 萬<0.1%−4,564−30.9%減碼–
TRVTravelers Companies, Inc.Stock2,052$54.9 萬<0.1%+1,002+95.4%加碼歷史
EMREmerson Electric CoStock4,112$54.8 萬<0.1%+738+21.9%加碼歷史
CMICummins IncStock1,672$54.8 萬<0.1%+319+23.6%加碼歷史
PYPLPayPal Holdings, Inc.Stock7,357$54.7 萬<0.1%+2,304+45.6%加碼歷史
EHCEncompass Health CorpCOM4,454$54.6 萬<0.1%+528+13.4%加碼歷史
GILDGilead Sciences, Inc.Stock4,925$54.6 萬<0.1%+1,194+32.0%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock9,835$54.5 萬<0.1%−1,717−14.9%減碼依 4 比 1 拆股換算歷史
LHXL3HARRIS Technologies, Inc.Stock2,171$54.5 萬<0.1%+67+3.2%加碼歷史
CBSHCommerce Bancshares IncStock8,758$54.4 萬<0.1%+396+4.7%加碼歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,099$54.3 萬<0.1%−52−0.6%減碼–
iShares Tr464288281JPMORGAN USD EMG5,864$54.3 萬<0.1%−815−12.2%減碼–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,492$54.3 萬<0.1%+123+5.2%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER44,176$54.1 萬<0.1%+40,148+996.7%加碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE13,224$53.7 萬<0.1%−346−2.5%減碼–
CORCencora, Inc.Stock1,791$53.7 萬<0.1%+434+32.0%加碼歷史
HIGHartford Insurance Group, Inc.Stock4,232$53.7 萬<0.1%+1,357+47.2%加碼歷史
FISFidelity National Information Services, Inc.Stock6,591$53.7 萬<0.1%+2,920+79.5%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$53.6 萬<0.1%00.0%不變–
AZNAstraZeneca PLCSPONSORED ADR7,658$53.5 萬<0.1%+1,727+29.1%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK4,861$53.4 萬<0.1%+1,252+34.7%加碼歷史
TTETotalEnergies SESPONSORED ADS8,693$53.4 萬<0.1%+3,727+75.1%加碼歷史
iShares Inc464286764MSCI SPAIN ETF12,074$53.2 萬<0.1%+445+3.8%加碼–
KMBKimberly Clark CorpStock4,087$52.7 萬<0.1%+245+6.4%加碼歷史
Direxion Shs ETF Tr25459W862DRX S&P500BULL3,032$52.6 萬<0.1%−6,729−68.9%減碼–
EXRExtra Space Storage Inc.COM3,553$52.4 萬<0.1%+2,864+415.7%加碼歷史
ALLEAllegion plcORD SHS3,626$52.3 萬<0.1%+57+1.6%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,891$51.7 萬<0.1%+20.0%加碼–
FICOFair Isaac CorpCOM282$51.6 萬<0.1%−3−1.1%減碼歷史
PFEPfizer IncStock21,235$51.5 萬<0.1%−6,760−24.1%減碼歷史
VRTVertiv Holdings CoCOM CL A4,000$51.4 萬<0.1%+2,092+109.6%加碼歷史
ECLEcolab Inc.Stock1,905$51.3 萬<0.1%+807+73.5%加碼歷史
Schwab US Tips ETF808524870ETF19,181$51.2 萬<0.1%−1,667−8.0%減碼–
CICigna GroupStock1,543$51.0 萬<0.1%+272+21.4%加碼歷史
EMEEMCOR Group, Inc.Stock949$50.8 萬<0.1%+526+124.3%加碼歷史
First Tr Exchange-Traded FD33734H106SHS11,260$50.3 萬<0.1%+7,142+173.4%加碼–
AFLAflac IncStock4,747$50.1 萬<0.1%+1,411+42.3%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM3,082$50.0 萬<0.1%+298+10.7%加碼歷史
GISGeneral Mills IncStock9,613$49.8 萬<0.1%+1,369+16.6%加碼歷史
GLWCorning IncCOM9,454$49.7 萬<0.1%+3,871+69.3%加碼歷史
AEPAmerican Electric Power Co IncStock4,789$49.7 萬<0.1%+1,252+35.4%加碼歷史
TPRTapestry, Inc.COM5,654$49.6 萬<0.1%−16,662−74.7%減碼歷史
NEMNEWMONT CorpStock8,522$49.6 萬<0.1%+5,604+192.0%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW8,166$49.6 萬<0.1%+4,332+113.0%加碼歷史
KEYSKeysight Technologies, Inc.Stock3,022$49.5 萬<0.1%+721+31.3%加碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA15,968$49.5 萬<0.1%+3,817+31.4%加碼–
EXPEExpedia Group, Inc.Stock2,934$49.5 萬<0.1%+2,304+365.7%加碼歷史
FIXComfort Systems USA IncCOM921$49.4 萬<0.1%+820+811.9%加碼歷史
PNRPENTAIR plcSHS4,807$49.3 萬<0.1%+2,230+86.5%加碼歷史
NRGNRG Energy, Inc.Stock3,064$49.2 萬<0.1%+532+21.0%加碼歷史
ORealty Income CorpREIT8,505$49.0 萬<0.1%+2,258+36.1%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR32,122$48.5 萬<0.1%+24,384+315.1%加碼歷史
MCOMoodys CorpStock965$48.4 萬<0.1%+239+32.9%加碼歷史
iShares Tr46435U218ESG MSCI LEADR4,445$48.2 萬<0.1%−106−2.3%減碼–
HLNHaleon plcADR46,434$48.2 萬<0.1%+24,960+116.2%加碼歷史
SHOPShopify Inc.Stock4,160$48.0 萬<0.1%+1,350+48.0%加碼歷史
CTASCintas CorpStock2,152$48.0 萬<0.1%+1,048+94.9%加碼歷史
CARRCarrier Global CorpStock6,538$47.8 萬<0.1%+1,568+31.5%加碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF10,451$47.8 萬<0.1%+1,672+19.0%加碼–
STESTERIS plcSHS USD1,990$47.8 萬<0.1%+492+32.8%加碼歷史
ADSKAutodesk, Inc.COM1,543$47.8 萬<0.1%+746+93.6%加碼歷史
Invesco S&P 500 Quality ETF46137V241ETF6,701$47.7 萬<0.1%−85−1.3%減碼–
iShares Inc46434G780MSCI SINGPOR ETF18,243$47.4 萬<0.1%+624+3.5%加碼–
ZTSZoetis Inc.Stock3,032$47.3 萬<0.1%+1,026+51.1%加碼歷史
TMToyota Motor CorpADS2,741$47.2 萬<0.1%+209+8.3%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,071$47.2 萬<0.1%+29+2.8%加碼歷史
PINSPinterest, Inc.CL A13,160$47.2 萬<0.1%+6,298+91.8%加碼歷史
ULTAUlta Beauty, Inc.Stock1,002$46.9 萬<0.1%+392+64.3%加碼歷史
BPBP PLCADR15,537$46.5 萬<0.1%+4,856+45.5%加碼歷史
FTITechnipFMC plcCOM13,490$46.5 萬<0.1%+11,374+537.5%加碼歷史
WDAYWorkday, Inc.CL A1,934$46.4 萬<0.1%+399+26.0%加碼歷史
LIILennox International IncCOM808$46.3 萬<0.1%−333−29.2%減碼歷史
LPLALPL Financial Holdings Inc.COM1,233$46.2 萬<0.1%−380−23.6%減碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM4,285$46.2 萬<0.1%+530+14.1%加碼歷史
DKNGDraftKings Inc.Stock10,764$46.2 萬<0.1%+8,980+503.4%加碼歷史
NWSANews CorpCL A15,446$45.9 萬<0.1%+11,227+266.1%加碼歷史
SHELShell plcADR6,515$45.9 萬<0.1%+1,004+18.2%加碼歷史
IQVIQVIA Holdings Inc.Stock2,907$45.8 萬<0.1%+1,130+63.6%加碼歷史
AXSAxis Capital Holdings LtdSHS4,399$45.7 萬<0.1%+3,150+252.2%加碼歷史
TXRHTexas Roadhouse, Inc.COM2,437$45.7 萬<0.1%+2,048+526.5%加碼歷史
AMEAmetek IncCOM2,523$45.7 萬<0.1%+1,028+68.8%加碼歷史
MRVLMarvell Technology, Inc.COM5,899$45.7 萬<0.1%+2,751+87.4%加碼歷史
WCNWaste Connections, Inc.COM2,439$45.5 萬<0.1%+245+11.2%加碼歷史
CHDChurch & Dwight Co IncCOM4,707$45.2 萬<0.1%+1,956+71.1%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,592$44.9 萬<0.1%−90−5.4%減碼歷史
EFXEquifax IncCOM1,730$44.9 萬<0.1%−398−18.7%減碼歷史
OTISOtis Worldwide CorpStock4,517$44.7 萬<0.1%+1,467+48.1%加碼歷史
DGDollar General CorpCOM3,894$44.5 萬<0.1%+1,698+77.3%加碼歷史

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