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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
BMYBristol Myers Squibb CoStock7,431$34.4 萬<0.1%+292+4.1%加碼歷史
RACEFerrari N.V.COM700$34.4 萬<0.1%+168+31.6%加碼歷史
ILMNIllumina, Inc.COM3,596$34.3 萬<0.1%+3,047+555.0%加碼歷史
ABNBAirbnb, Inc.Stock2,589$34.3 萬<0.1%+1,115+75.6%加碼歷史
KDPKeurig Dr Pepper Inc.COM10,364$34.3 萬<0.1%+6,453+165.0%加碼歷史
CSXCSX CorpStock10,467$34.2 萬<0.1%−2,157−17.1%減碼歷史
AREAlexandria Real Estate Equities, Inc.COM4,702$34.2 萬<0.1%+3,810+427.1%加碼歷史
ARWArrow Electronics, Inc.COM2,674$34.1 萬<0.1%+2,282+582.1%加碼歷史
UALUnited Airlines Holdings, Inc.COM4,279$34.1 萬<0.1%+1,495+53.7%加碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,225$34.1 萬<0.1%−121−1.6%減碼–
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,644$34.0 萬<0.1%+22+0.1%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT10,321$33.9 萬<0.1%+677+7.0%加碼–
JJacobs Solutions Inc.COM2,580$33.9 萬<0.1%−1,650−39.0%減碼歷史
JKHYJack Henry & Associates IncStock1,882$33.9 萬<0.1%−378−16.7%減碼歷史
AVIRAtea Pharmaceuticals, Inc.COM93,927$33.8 萬<0.1%+93,811+80,871.6%加碼歷史
HWMHowmet Aerospace Inc.Stock1,815$33.8 萬<0.1%+128+7.6%加碼歷史
iShares Tr464287861EUROPE ETF5,340$33.8 萬<0.1%−9−0.2%減碼–
NVONovo Nordisk A SADR4,891$33.8 萬<0.1%+511+11.7%加碼歷史
MTDMettler Toledo International IncCOM287$33.7 萬<0.1%+54+23.2%加碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD7,453$33.7 萬<0.1%+1,208+19.3%加碼歷史
SYFSynchrony FinancialCOM5,045$33.7 萬<0.1%+3,841+319.0%加碼歷史
RGLDRoyal Gold IncStock1,889$33.6 萬<0.1%+1,339+243.5%加碼歷史
ZMZoom Communications, Inc.Stock4,275$33.3 萬<0.1%+3,203+298.8%加碼歷史
MARMarriott International IncStock1,217$33.2 萬<0.1%+66+5.7%加碼歷史
EXELExelixis, Inc.COM7,535$33.2 萬<0.1%+4,146+122.3%加碼歷史
EBAYeBay IncCOM4,460$33.2 萬<0.1%+790+21.5%加碼歷史
WDCWestern Digital CorpCOM5,177$33.1 萬<0.1%+1,963+61.1%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$33.0 萬<0.1%00.0%不變歷史
HUMHumana IncStock1,350$33.0 萬<0.1%+617+84.2%加碼歷史
LAMRLamar Advertising CoREIT2,719$33.0 萬<0.1%+2,406+768.7%加碼歷史
RHIRobert Half Inc.COM8,019$32.9 萬<0.1%+7,001+687.7%加碼歷史
EAElectronic Arts Inc.COM2,058$32.9 萬<0.1%+851+70.5%加碼歷史
NTRANatera, Inc.COM1,941$32.8 萬<0.1%+1,513+353.5%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF7,681$32.7 萬<0.1%+1,660+27.6%加碼–
EGEverest Group, Ltd.COM959$32.6 萬<0.1%+729+317.0%加碼歷史
IDXXIDEXX Laboratories IncCOM606$32.5 萬<0.1%+147+32.0%加碼歷史
OSISOsi Systems IncCOM1,438$32.3 萬<0.1%+24+1.7%加碼歷史
DDOGDatadog, Inc.CL A COM2,405$32.3 萬<0.1%+1,417+143.4%加碼歷史
ProShares Tr74347G192ULTRAPRO SHT QQQ16,499$32.3 萬<0.1%+4,999+43.5%加碼–
iShares Tr46436E619ESG ADVAN ETF7,363$32.1 萬<0.1%+1,477+25.1%加碼–
JHGJanus Henderson Group Ltd.ORD SHS8,207$31.9 萬<0.1%+6,664+431.9%加碼歷史
CPRTCopart IncCOM6,482$31.8 萬<0.1%+2,420+59.6%加碼歷史
DELLDell Technologies Inc.Stock2,584$31.7 萬<0.1%+1,257+94.7%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$31.7 萬<0.1%+11,058新進–
ADMArcher-Daniels-Midland CoStock5,999$31.7 萬<0.1%+1,628+37.2%加碼歷史
MFCManulife Financial CorpCOM9,886$31.6 萬<0.1%+3,375+51.8%加碼歷史
BABAAlibaba Group Holding LtdADR2,785$31.6 萬<0.1%+227+8.9%加碼歷史
TELTE Connectivity plcStock1,861$31.4 萬<0.1%+583+45.6%加碼歷史
HPEHewlett Packard Enterprise CoCOM15,276$31.2 萬<0.1%+4,826+46.2%加碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,284$31.2 萬<0.1%+11,284新進–
ITWIllinois Tool Works IncStock1,260$31.2 萬<0.1%−263−17.3%減碼歷史
RPRXRoyalty Pharma plcSHS CLASS A8,630$31.1 萬<0.1%+3,103+56.1%加碼歷史
EGPEastgroup Properties IncCOM1,854$31.0 萬<0.1%+328+21.5%加碼歷史
CMSCMS Energy CorpCOM4,460$30.9 萬<0.1%+1,813+68.5%加碼歷史
XRAYDentsply Sirona Inc.Stock19,351$30.7 萬<0.1%+17,586+996.4%加碼歷史
NYTNew York Times CoCL A5,486$30.7 萬<0.1%+3,653+199.3%加碼歷史
MKCMcCormick & Co IncStock4,051$30.7 萬<0.1%+450+12.5%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM7,830$30.7 萬<0.1%−1,553−16.6%減碼–
ITGartner IncCOM758$30.6 萬<0.1%+335+79.2%加碼歷史
OKEONEOK IncCOM3,744$30.6 萬<0.1%+209+5.9%加碼歷史
CMAComerica IncCOM5,120$30.5 萬<0.1%+4,176+442.4%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR71,819$30.5 萬<0.1%+40,324+128.0%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS3,284$30.5 萬<0.1%+659+25.1%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -5,251$30.4 萬<0.1%+3,226+159.3%加碼歷史
WTWWillis Towers Watson PLCSHS989$30.3 萬<0.1%+411+71.1%加碼歷史
BPOPPopular, Inc.COM NEW2,750$30.3 萬<0.1%+2,421+735.9%加碼歷史
COKECoca-Cola Consolidated, Inc.COM2,711$30.3 萬<0.1%+811+42.7%加碼依 10 比 1 拆股換算歷史
Vanguard Real Estate ETF922908553ETF3,384$30.1 萬<0.1%−208−5.8%減碼–
GLGlobe Life Inc.COM2,412$30.0 萬<0.1%+1,866+341.8%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,150$29.8 萬<0.1%−13,028−85.8%減碼–
iShares Tr46436E759ESG EAFE ETF4,000$29.8 萬<0.1%−127−3.1%減碼–
WABWestinghouse Air Brake Technologies CorpStock1,423$29.8 萬<0.1%+537+60.6%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD6,636$29.6 萬<0.1%00.0%不變–
Vanguard Consumer Staples ETF92204A207ETF1,353$29.6 萬<0.1%+639+89.5%加碼–
PBProsperity Bancshares IncCOM4,199$29.5 萬<0.1%+3,851+1,106.6%加碼歷史
VICIVici Properties Inc.COM9,029$29.4 萬<0.1%+2,532+39.0%加碼歷史
CFGCitizens Financial Group IncCOM6,565$29.4 萬<0.1%+2,274+53.0%加碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC3,892$29.4 萬<0.1%+883+29.3%加碼–
EXCExelon CorpStock6,751$29.3 萬<0.1%+912+15.6%加碼歷史
SLBSLB LimitedStock8,651$29.2 萬<0.1%+3,426+65.6%加碼歷史
LENLennar CorpCL A2,627$29.1 萬<0.1%+331+14.4%加碼歷史
Franklin Templeton ETF Tr35473P686FTSE TAIWAN5,567$29.1 萬<0.1%+5,097+1,084.5%加碼–
EPREpr PropertiesCOM SH BEN INT4,982$29.0 萬<0.1%+3,094+163.9%加碼歷史
TXTTextron IncCOM3,614$29.0 萬<0.1%+3,464+2,309.3%加碼歷史
TTCToro CoCOM4,095$28.9 萬<0.1%+3,508+597.6%加碼歷史
FASTFastenal CoStock6,876$28.9 萬<0.1%+212+3.2%加碼依 2 比 1 拆股換算歷史
NTNXNutanix, Inc.Stock3,766$28.8 萬<0.1%+2,343+164.7%加碼歷史
HCAHCA Healthcare, Inc.COM751$28.8 萬<0.1%+115+18.1%加碼歷史
WITWipro LtdSPON ADR 1 SH95,101$28.7 萬<0.1%−3,528−3.6%減碼歷史
ULUnilever PLCSPON ADR NEW4,694$28.7 萬<0.1%+2,974+172.9%加碼歷史
MEDPMedpace Holdings, Inc.COM913$28.7 萬<0.1%+750+460.1%加碼歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF8,051$28.6 萬<0.1%+8,051新進–
CHEChemed CorpCOM586$28.5 萬<0.1%+83+16.5%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF12,262$28.5 萬<0.1%−2,786−18.5%減碼–
KRKroger CoStock3,960$28.4 萬<0.1%+1,167+41.8%加碼歷史
DOVDOVER CorpCOM1,540$28.2 萬<0.1%+1,210+366.7%加碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,181$28.2 萬<0.1%−6,565−55.9%減碼–
URIUnited Rentals, Inc.COM373$28.1 萬<0.1%+93+33.2%加碼歷史
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$28.1 萬<0.1%+1,902+173.2%加碼–
MKTXMarketaxess Holdings IncCOM1,254$28.0 萬<0.1%+1,187+1,771.6%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