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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/10 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
4,319
較 2025 年第 2 季 +78
總值
$25.3 億
較 2025 年第 2 季 +$3.14 億 (+14.2%)
申報日
2025/11/10
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Growth ETF922908736ETF179,714$8,619 萬3.4%+5,488+3.1%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF1,072,409$6,426 萬2.5%−32,284−2.9%減碼–
Vanguard Morningstar Value ETF922908744ETF329,165$6,139 萬2.4%+3,440+1.1%加碼–
IAUiShares Gold TrustETF729,330$5,307 萬2.1%−2,793−0.4%減碼歷史
AAPLApple Inc.Stock181,625$4,625 萬1.8%+3,752+2.1%加碼歷史
NVDANVIDIA CorpStock237,372$4,429 萬1.8%+4,594+2.0%加碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS395,574$3,948 萬1.6%+12,509+3.3%加碼歷史
Praxis FDS74006E736IMPACT LARGE CAP1,034,703$3,704 萬1.5%+181,500+21.3%加碼–
Praxis FDS74006E744IMPACT LARGE CAP1,236,155$3,668 萬1.5%+195,134+18.7%加碼–
MSFTMicrosoft CorpStock66,661$3,453 萬1.4%+1,840+2.8%加碼歷史
TSLATesla, Inc.Stock77,516$3,447 萬1.4%−817−1.0%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF363,192$3,332 萬1.3%+66,520+22.4%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF94,785$3,111 萬1.2%+7,990+9.2%加碼–
AVGOBroadcom Inc.Stock93,221$3,075 萬1.2%−1,124−1.2%減碼歷史
PLTRPalantir Technologies Inc.Stock167,391$3,054 萬1.2%−12,883−7.1%減碼歷史
Vanguard S&P 500 ETF922908363ETF48,384$2,963 萬1.2%−208−0.4%減碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF733,602$2,830 萬1.1%+37,452+5.4%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF489,331$2,812 萬1.1%+85,495+21.2%加碼–
Vanguard Short-Term Bond ETF921937827ETF354,912$2,801 萬1.1%+22,805+6.9%加碼–
APOApollo Global Management, Inc.COM200,767$2,676 萬1.1%+200,029+27,104.2%加碼歷史
AMZNAmazon Com IncStock119,367$2,621 萬1.0%+2,682+2.3%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF118,664$2,561 萬1.0%+10,693+9.9%加碼–
GOOGLAlphabet Inc.Stock104,019$2,529 萬1.0%+3,185+3.2%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF424,354$2,299 萬0.9%−7,575−1.8%減碼–
Elevation Series Trust210322202SOVE CAP FLOU FD742,860$2,250 萬0.9%−109,032−12.8%減碼–
iShares Core S&P 500 ETF464287200ETF32,859$2,199 萬0.9%+4,573+16.2%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD234,925$1,878 萬0.7%−6,167−2.6%減碼–
Vanguard Total International Bond ETF92203J407ETF376,164$1,861 萬0.7%+2,359+0.6%加碼–
iShares Core Dividend Growth ETF46434V621ETF254,232$1,731 萬0.7%+15,289+6.4%加碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE155,279$1,718 萬0.7%+1,221+0.8%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT430,337$1,702 萬0.7%+47,448+12.4%加碼–
PGRProgressive CorpStock68,082$1,681 萬0.7%+1,321+2.0%加碼歷史
METAMeta Platforms, Inc.Stock21,603$1,586 萬0.6%+1,137+5.6%加碼歷史
Vanguard Instl Index FD9220408450 3 MO TR BI ETF207,235$1,567 萬0.6%+69,125+50.1%加碼–
ASMLASML Holding NVADR16,060$1,555 萬0.6%+4,386+37.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF25,593$1,537 萬0.6%−771−2.9%減碼–
CRHCRH Public Ltd CoORD127,432$1,528 萬0.6%+754+0.6%加碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT511,251$1,514 萬0.6%+34,466+7.2%加碼–
Pgim ETF Tr69344A834AAA CLO ETF289,474$1,491 萬0.6%−5,347−1.8%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF56,791$1,444 萬0.6%−952−1.6%減碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY435,390$1,428 萬0.6%+45,727+11.7%加碼–
iShares MSCI Eafe ETF464287465ETF150,663$1,407 萬0.6%+9,856+7.0%加碼–
Ea Series Trust02072L532BRID OMN SMA ETF617,070$1,398 萬0.6%+7,792+1.3%加碼–
SPYSPDR S&P 500 ETF TrustETF20,475$1,364 萬0.5%−1,761−7.9%減碼歷史
KKRKKR & Co. Inc.COM101,291$1,316 萬0.5%+900+0.9%加碼歷史
HOODRobinhood Markets, Inc.Stock90,656$1,298 萬0.5%+670+0.7%加碼歷史
AZOAutoZone IncCOM2,888$1,239 萬0.5%+5+0.2%加碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS205,215$1,232 萬0.5%+29,766+17.0%加碼–
American Centy ETF Tr025072703INTL EQT ETF155,587$1,228 萬0.5%+76,785+97.4%加碼–
GOOGAlphabet Inc.Stock49,683$1,210 萬0.5%+272+0.6%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF114,940$1,201 萬0.5%+2,784+2.5%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT271,962$1,194 萬0.5%+24,069+9.7%加碼–
BRK.BBerkshire Hathaway IncStock23,497$1,181 萬0.5%+3,245+16.0%加碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF130,946$1,173 萬0.5%−2,354−1.8%減碼–
Dimensional ETF Trust25434V625US COR EQU 1 ETF160,285$1,153 萬0.5%+28,144+21.3%加碼–
MSTRStrategy IncStock35,336$1,138 萬0.5%+2,645+8.1%加碼歷史
AMATApplied Materials IncStock54,749$1,121 萬0.4%−38−0.1%減碼歷史
ETF Opportunities Trust26923N405APPLIED FINA VAL256,620$1,096 萬0.4%+152,946+147.5%加碼–
JPMJPMorgan Chase & CoStock34,223$1,079 萬0.4%+532+1.6%加碼歷史
iShares Tr464288588MBS ETF110,290$1,049 萬0.4%−4,859−4.2%減碼–
HDHome Depot, Inc.Stock25,691$1,041 萬0.4%−46−0.2%減碼歷史
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM444,303$1,009 萬0.4%+19,425+4.6%加碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF194,371$936.7 萬0.4%+39,105+25.2%加碼–
BXBlackstone Inc.COM54,759$935.6 萬0.4%+367+0.7%加碼歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT227,371$934.7 萬0.4%+7,012+3.2%加碼–
PIMCO ETF Tr72201R585MULTISECTOR BD344,006$923.3 萬0.4%+63,391+22.6%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF196,547$923.0 萬0.4%−22,730−10.4%減碼–
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE337,882$916.8 萬0.4%+40,863+13.8%加碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF241,529$912.3 萬0.4%+4,459+1.9%加碼–
Vanguard Intermediate-Term Bond ETF921937819ETF115,628$902.9 萬0.4%−778−0.7%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM154,044$879.6 萬0.3%−23,336−13.2%減碼–
FANGDiamondback Energy, Inc.Stock60,985$872.7 萬0.3%+15,716+34.7%加碼歷史
WMTWalmart Inc.Stock83,176$857.2 萬0.3%+6,597+8.6%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock16,441$806.2 萬0.3%+91+0.6%加碼歷史
PFNPIMCO Income Strategy Fund IICOM1,059,166$803.9 萬0.3%+43,151+4.2%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND113,449$803.8 萬0.3%−534−0.5%減碼–
Vanguard Total Bond Market ETF921937835ETF107,159$796.9 萬0.3%+17,969+20.1%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS130,419$767.5 萬0.3%−22,559−14.7%減碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE170,685$762.8 萬0.3%−2,987−1.7%減碼–
NFLXNetflix IncStock6,170$739.8 萬0.3%+805+15.0%加碼歷史
DHIHorton D R IncCOM43,467$736.6 萬0.3%+837+2.0%加碼歷史
RBARB Global Inc.COM67,453$730.9 萬0.3%−187−0.3%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF47,703$672.4 萬0.3%−231−0.5%減碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF90,591$656.2 萬0.3%−416−0.5%減碼–
CRSPCRISPR Therapeutics AGNAMEN AKT97,434$631.5 萬0.2%+4,491+4.8%加碼歷史
VVisa Inc.Stock17,992$614.2 萬0.2%−770−4.1%減碼歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF143,140$612.1 萬0.2%+24,365+20.5%加碼–
Vanguard Total World Stock ETF922042742ETF43,626$601.2 萬0.2%+3,891+9.8%加碼–
CVXChevron CorpStock38,240$593.8 萬0.2%−6,959−15.4%減碼歷史
Pgim ETF Tr69344A784SHRT DUR HGH YLD116,681$592.6 萬0.2%+116,681新進–
iShares Tr464287622RUS 1000 ETF16,148$590.2 萬0.2%+5,065+45.7%加碼–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV44,928$561.6 萬0.2%+44,928新進–
Dimensional ETF Trust25434V658GLOBAL REAL EST204,646$558.9 萬0.2%+14,124+7.4%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL119,802$552.5 萬0.2%+1,754+1.5%加碼–
iShares Tr46429B655FLTG RATE NT ETF106,893$546.1 萬0.2%+1,572+1.5%加碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF154,168$543.7 萬0.2%−7,262−4.5%減碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT178,362$542.1 萬0.2%+16,637+10.3%加碼–
AMGNAmgen IncStock19,132$539.9 萬0.2%−2,936−13.3%減碼歷史
AMHAmerican Homes 4 RentCL A158,289$526.3 萬0.2%−14,456−8.4%減碼歷史
Vanguard World FD921910816MEGA GRWTH IND12,936$520.6 萬0.2%−1,279−9.0%減碼–

選擇權(3 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 3 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$213.2 萬–
Amazon Com Inc CLL Opt7746619XRStock–$6.59 萬
Alphabet Inc Cap STK6951179OIStock–$4.86 萬

2025 年第 2 季之後清倉(194 檔)

2025 年第 2 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 194 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$298.8 萬0.1%歷史
iShares Tr46436E619ESG ADVAN ETF7,363$32.1 萬<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$29.8 萬<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$28.1 萬<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$27.4 萬<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$27.1 萬<0.1%歷史
HESHess CorpStock1,874$26.0 萬<0.1%歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$25.3 萬<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$19.9 萬<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$16.9 萬<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$14.7 萬<0.1%–
JNPRJuniper Networks IncCOM3,649$14.6 萬<0.1%歷史
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$14.3 萬<0.1%–
ANSSAnsys IncCOM380$13.3 萬<0.1%歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$10.3 萬<0.1%–
SPTNSpartanNash CoCOM3,685$9.76 萬<0.1%歷史
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$9.38 萬<0.1%–
SKXSkechers USA IncCL A1,360$8.58 萬<0.1%歷史
ESGREnstar Group LTDSHS225$7.57 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM5,623$6.46 萬<0.1%歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.26 萬<0.1%歷史
CHXChampionX CorpCOM2,317$5.76 萬<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM6,037$5.49 萬<0.1%歷史
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$4.74 萬<0.1%–
AMEDAmedisys IncCOM475$4.67 萬<0.1%歷史
ProShares Tr74347R776ULTRA MATERIALS1,850$4.39 萬<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$4.28 萬<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$4.20 萬<0.1%–
BPMCBlueprint Medicines CorpCOM315$4.04 萬<0.1%歷史
PPBIPacific Premier Bancorp IncCOM1,903$4.01 萬<0.1%歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$3.92 萬<0.1%–
SNNRFSunrise Communications AGADS CL A587$3.32 萬<0.1%歷史
BRKLBrookline Bancorp IncCOM3,130$3.30 萬<0.1%歷史
SMLRSemler Scientific, Inc.COM750$2.91 萬<0.1%歷史
Global X FDS37954Y673US INFR DEV ETF659$2.87 萬<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$2.75 萬<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$2.73 萬<0.1%–
GMSGMS Inc.COM245$2.66 萬<0.1%歷史
AZEKAZEK Co Inc.CL A490$2.66 萬<0.1%歷史
SAGESage Therapeutics, Inc.COM2,782$2.54 萬<0.1%歷史
FLFoot Locker, Inc.COM995$2.44 萬<0.1%歷史
BASECouchbase, Inc.COM980$2.39 萬<0.1%歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX338$1.82 萬<0.1%–
VPGVishay Precision Group, Inc.COM540$1.52 萬<0.1%歷史
Chiron Real Estate Inc.37954A204COM NEW2,113$1.46 萬<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$1.36 萬<0.1%–
RCReady Capital CorpCOM3,028$1.32 萬<0.1%歷史
BOCBoston Omaha CorpStock929$1.30 萬<0.1%歷史
TGITriumph Group IncCOM494$1.27 萬<0.1%歷史
Paramount Global92556H107CL A526$1.21 萬<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$1.17 萬<0.1%歷史
Goldman Sachs ETF Tr38149W788CMN301$1.14 萬<0.1%–
EBTCEnterprise Bancorp IncCOM286$1.13 萬<0.1%歷史
STRSitio Royalties Corp.CLASS A COM602$1.11 萬<0.1%歷史
RDFNRedfin CorpCOM983$1.10 萬<0.1%歷史
American Centy ETF Tr025072174AVANTIS ALL INT149$9,731<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9,411<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,398<0.1%歷史
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9,080<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8,201<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7,874<0.1%–
UNITUniti Group Inc.COM1,791$7,738<0.1%歷史
Blueprint Chesapk MLT88636J873TFPN335$7,686<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7,435<0.1%–
RDUSRadius Recycling, Inc.CL A245$7,275<0.1%歷史
MCIBarings Corporate InvestorsCOM328$7,104<0.1%歷史
SWTXSpringWorks Therapeutics, Inc.COM150$7,049<0.1%歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6,766<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6,514<0.1%–
NVEENV5 Global, Inc.COM282$6,511<0.1%歷史
ITOSiTeos Therapeutics, Inc.COM636$6,341<0.1%歷史
EPACEnerpac Tool Group CorpCL A COM154$6,246<0.1%歷史
KLGWK Kellogg CoCOM389$6,202<0.1%歷史
YMABY-mAbs Therapeutics, Inc.COM1,265$5,705<0.1%歷史
Paramount Global92556H206CL B441$5,695<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5,594<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5,430<0.1%–
VCELVericel CorpCOM112$4,766<0.1%歷史
EVRIEveri Holdings Inc.COM329$4,686<0.1%歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4,571<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4,535<0.1%–
SHYFShyft Group, Inc.COM356$4,464<0.1%歷史
CKXCKX Lands, Inc.COM400$4,280<0.1%歷史
CRGXCARGO Therapeutics, Inc.COM862$3,551<0.1%歷史
INMDInMode Ltd.SHS234$3,379<0.1%歷史
GNTAGenenta Science S.p.A.SPONSORED ADS982$2,990<0.1%歷史
PLLPiedmont Lithium Inc.Stock483$2,811<0.1%歷史
ETWOE2open Parent Holdings, Inc.COM CL A865$2,794<0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2,720<0.1%歷史
Tidal Trust II88636J204RET STCKD GL STK84$2,202<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2,064<0.1%–
OLOOlo Inc.CL A213$1,896<0.1%歷史
BNTCBenitec Biopharma Inc.COM NEW148$1,732<0.1%歷史
HLVXHilleVax, Inc.COM836$1,663<0.1%歷史
SPDR Series Trust78468R804ST STR R1K LOWV9$1,571<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1,469<0.1%歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,402<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1,338<0.1%歷史
EOLSEvolus, Inc.COM145$1,335<0.1%歷史
FAROFaro Technologies IncCOM30$1,318<0.1%歷史