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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
KTKT CorpSPONSORED ADR7,035$13.7 萬<0.1%+414+6.3%加碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$13.7 萬<0.1%+6,000+120.0%加碼歷史
GILGildan Activewear Inc.Stock2,363$13.7 萬<0.1%−148−5.9%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF1,393$13.7 萬<0.1%+1,364+4,703.4%加碼–
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.6 萬<0.1%00.0%不變歷史
AVPTAvePoint, Inc.COM CL A9,060$13.6 萬<0.1%+3,718+69.6%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT16,980$13.6 萬<0.1%+2,432+16.7%加碼歷史
CACICACI International IncCL A272$13.6 萬<0.1%+126+86.3%加碼歷史
CLXClorox CoStock1,099$13.6 萬<0.1%+122+12.5%加碼歷史
AGNCAGNC Investment Corp.REIT13,804$13.5 萬<0.1%−474−3.3%減碼歷史
LYVLive Nation Entertainment, Inc.COM821$13.4 萬<0.1%+23+2.9%加碼歷史
SAMBoston Beer Co IncCL A634$13.4 萬<0.1%+623+5,663.6%加碼歷史
CGNXCognex CorpCOM2,950$13.4 萬<0.1%+645+28.0%加碼歷史
ProShares Tr74347X831ULTRAPRO QQQ1,290$13.3 萬<0.1%−3,384−72.4%減碼–
FUTUFutu Holdings LtdSPON ADS CL A765$13.3 萬<0.1%+45+6.3%加碼歷史
IRMIron Mountain IncCOM1,303$13.3 萬<0.1%−19−1.4%減碼歷史
BRBRBellring Brands, Inc.Stock3,652$13.3 萬<0.1%+2,057+129.0%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY4,692$13.3 萬<0.1%−191−3.9%減碼歷史
ELANElanco Animal Health IncCOM6,562$13.2 萬<0.1%+183+2.9%加碼歷史
CFLTConfluent, Inc.CLASS A COM6,673$13.2 萬<0.1%+5,904+767.8%加碼歷史
KHCKraft Heinz CoStock5,073$13.2 萬<0.1%−1,504−22.9%減碼歷史
CTRACoterra Energy Inc.Stock5,578$13.2 萬<0.1%+41+0.7%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,677$13.1 萬<0.1%−50−2.9%減碼–
BMNRBitmine Immersion Technologies, Inc.COM NEW2,530$13.1 萬<0.1%+2,530新進歷史
EQNREquinor ASASPONSORED ADR5,382$13.1 萬<0.1%+152+2.9%加碼歷史
SRSpire IncCOM1,606$13.1 萬<0.1%−93−5.5%減碼歷史
Pacer FDS Tr69374H659CASH COWS ETF3,091$13.1 萬<0.1%+620+25.1%加碼–
CRWVCoreWeave, Inc.Stock956$13.1 萬<0.1%+927+3,196.6%加碼歷史
GNTXGentex CorpCOM4,616$13.1 萬<0.1%+104+2.3%加碼歷史
KDKyndryl Holdings, Inc.Stock4,349$13.1 萬<0.1%+3,022+227.7%加碼歷史
CHEChemed CorpCOM291$13.0 萬<0.1%−295−50.3%減碼歷史
KTBKontoor Brands, Inc.Stock1,633$13.0 萬<0.1%+164+11.2%加碼歷史
SBACSba Communications CorpCL A671$13.0 萬<0.1%−430−39.1%減碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,672$13.0 萬<0.1%00.0%不變–
JAZZJazz Pharmaceuticals plcSHS USD983$13.0 萬<0.1%+81+9.0%加碼歷史
CHKPCheck Point Software Technologies LtdORD625$12.9 萬<0.1%+27+4.5%加碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM8,950$12.9 萬<0.1%+2,250+33.6%加碼歷史
ARGXArgenx SESPONSORED ADR175$12.9 萬<0.1%00.0%不變歷史
ALCAlcon IncStock1,729$12.9 萬<0.1%+15+0.9%加碼歷史
AFGAmerican Financial Group IncCOM884$12.9 萬<0.1%+91+11.5%加碼歷史
Franklin Templeton ETF Tr35473P819FTSE CHINA4,945$12.9 萬<0.1%−2,182−30.6%減碼–
FIVEFive Below, IncCOM830$12.8 萬<0.1%+75+9.9%加碼歷史
SONSonoco Products CoCOM2,975$12.8 萬<0.1%+1,388+87.5%加碼歷史
INVHInvitation Homes Inc.COM4,368$12.8 萬<0.1%−1,799−29.2%減碼歷史
SNXTD Synnex CorpCOM780$12.8 萬<0.1%−72−8.5%減碼歷史
EXPDExpeditors International of Washington IncCOM1,040$12.7 萬<0.1%−73−6.6%減碼歷史
ESLTElbit Systems LtdStock250$12.7 萬<0.1%+18+7.8%加碼歷史
iShares Tr4642874407-10 YR TRSY BD1,319$12.7 萬<0.1%−2−0.2%減碼–
LULUlululemon athletica inc.Stock714$12.7 萬<0.1%−236−24.8%減碼歷史
BIDUBaidu, Inc.ADR960$12.7 萬<0.1%−222−18.8%減碼歷史
SLFSun Life Financial IncCOM2,106$12.6 萬<0.1%+372+21.5%加碼歷史
SFStifel Financial CorpCOM1,113$12.6 萬<0.1%+139+14.3%加碼歷史
AGNTAGNT, Inc.COM11,845$12.6 萬<0.1%−4,103−25.7%減碼歷史
BLTEBelite Bio, IncSPONSORED ADS1,706$12.6 萬<0.1%−844−33.1%減碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK5,423$12.6 萬<0.1%−527−8.9%減碼歷史
ABCBAmeris BancorpCOM1,714$12.6 萬<0.1%−2−0.1%減碼歷史
RNRRenaissancere Holdings LtdCOM494$12.5 萬<0.1%+144+41.1%加碼歷史
GFIGold Fields LtdSPONSORED ADR2,982$12.5 萬<0.1%+47+1.6%加碼歷史
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,426$12.5 萬<0.1%+50+2.1%加碼–
COLLCollegium Pharmaceutical, IncCOM3,563$12.5 萬<0.1%+1,079+43.4%加碼歷史
GTMZoomInfo Technologies Inc.Stock11,424$12.5 萬<0.1%−3,298−22.4%減碼歷史
Schwab Strategic Tr808524680LONG TERM US3,851$12.4 萬<0.1%+79+2.1%加碼–
Kraneshares Trust500767306CSI CHI INTERNET2,961$12.4 萬<0.1%−3,400−53.5%減碼–
MKCMcCormick & Co IncStock1,856$12.4 萬<0.1%−2,195−54.2%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF5,186$12.4 萬<0.1%−1,963−27.5%減碼–
BAXBaxter International IncStock5,448$12.4 萬<0.1%+686+14.4%加碼歷史
UGAUnited States Gasoline Fund, LPUNITS1,917$12.4 萬<0.1%+1,917新進歷史
Capital Group International14021T102SHS4,009$12.4 萬<0.1%+3,394+551.9%加碼–
SUSuncor Energy IncStock2,947$12.3 萬<0.1%+280+10.5%加碼歷史
GSKGSK plcADR2,854$12.3 萬<0.1%+393+16.0%加碼歷史
SGNSigning Day Sports, Inc.COM67,300$12.3 萬<0.1%−6,667−9.0%減碼歷史
PLXSPlexus CorpCOM851$12.3 萬<0.1%+277+48.3%加碼歷史
SAICScience Applications International CorpCOM1,234$12.3 萬<0.1%−702−36.3%減碼歷史
EXPOExponent IncCOM1,762$12.2 萬<0.1%−509−22.4%減碼歷史
PRAProassurance CorpCOM5,098$12.2 萬<0.1%+12+0.2%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW20,254$12.2 萬<0.1%−2,104−9.4%減碼歷史
FSLRFirst Solar, Inc.Stock552$12.2 萬<0.1%+36+7.0%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,234$12.2 萬<0.1%+78+6.7%加碼歷史
ETHAiShares Ethereum Trust ETFSHS3,861$12.2 萬<0.1%+3,795+5,750.0%加碼歷史
MPTMedical Properties Trust IncCOM23,926$12.1 萬<0.1%+9,041+60.7%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR2,012$12.1 萬<0.1%−17−0.8%減碼歷史
SOFISoFi Technologies, Inc.Stock4,585$12.1 萬<0.1%+1,149+33.4%加碼歷史
FTVFortive CorpStock2,461$12.1 萬<0.1%+191+8.4%加碼歷史
WENWendy's CoStock13,161$12.1 萬<0.1%+286+2.2%加碼歷史
APAAPA CorpStock4,963$12.1 萬<0.1%+870+21.3%加碼歷史
IFFInternational Flavors & Fragrances IncCOM1,952$12.0 萬<0.1%+319+19.5%加碼歷史
TOSTToast, Inc.Stock3,283$12.0 萬<0.1%+820+33.3%加碼歷史
SNYSanofiSPONSORED ADR2,530$11.9 萬<0.1%−771−23.4%減碼歷史
PTCPTC Inc.Stock588$11.9 萬<0.1%−117−16.6%減碼歷史
IONQIonQ, Inc.COM1,925$11.8 萬<0.1%+1,094+131.6%加碼歷史
DLTRDollar Tree, Inc.COM1,251$11.8 萬<0.1%−423−25.3%減碼歷史
KKellanovaStock1,438$11.8 萬<0.1%−1−0.1%減碼歷史
AIZAssurant, Inc.Stock543$11.8 萬<0.1%+18+3.4%加碼歷史
DNPDNP Select Income Fund IncCOM11,745$11.8 萬<0.1%00.0%不變歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM7,392$11.8 萬<0.1%+7,392新進歷史
WBDWarner Bros. Discovery, Inc.Stock5,961$11.6 萬<0.1%+544+10.0%加碼歷史
CNICanadian National Railway CoStock1,231$11.6 萬<0.1%+113+10.1%加碼歷史
PIIPolaris Inc.Stock1,996$11.6 萬<0.1%−148−6.9%減碼歷史
AWRAmerican States Water CoCOM1,580$11.6 萬<0.1%+859+119.1%加碼歷史
UPWKUpwork, IncCOM6,232$11.6 萬<0.1%+2,729+77.9%加碼歷史

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