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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
PANWPalo Alto Networks IncStock25,248$514.1 萬0.2%−755−2.9%減碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF36,664$505.0 萬0.2%−259−0.7%減碼–
COSTCostco Wholesale CorpStock5,311$491.6 萬0.2%−371−6.5%減碼歷史
LLYEli Lilly & CoStock6,396$488.0 萬0.2%+276+4.5%加碼歷史
HQYHealthequity, Inc.COM49,264$466.9 萬0.2%+16,588+50.8%加碼歷史
American Centy ETF Tr025072802INTL SMCP VLU51,432$457.9 萬0.2%+1,134+2.3%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD91,076$456.0 萬0.2%+6,703+7.9%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF142,009$447.8 萬0.2%+6,635+4.9%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF25,257$440.9 萬0.2%−573−2.2%減碼–
Amplify ETF Tr032108409CWP ENHANCED DIV98,150$437.5 萬0.2%+5,659+6.1%加碼–
ORCLOracle CorpStock15,535$436.9 萬0.2%+777+5.3%加碼歷史
XOMExxonMobil Holdings CorpCOM38,714$436.5 萬0.2%−492−1.3%減碼歷史
Schwab US Dividend Equity ETF808524797ETF156,667$427.7 萬0.2%+22,416+16.7%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF136,213$427.4 萬0.2%+5,863+4.5%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT100,697$423.2 萬0.2%+14,413+16.7%加碼–
KEXKirby CorpCOM50,650$422.7 萬0.2%+5,189+11.4%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF47,734$416.8 萬0.2%+32,356+210.4%加碼–
Vanguard Star FDS921909768VG TL INTL STK F55,399$407.0 萬0.2%−1,921−3.4%減碼–
Dimensional U.S. Targeted Value ETF25434V609ETF68,799$400.5 萬0.2%−44−0.1%減碼–
GSGoldman Sachs Group IncStock4,905$390.6 萬0.2%+10+0.2%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF86,727$385.3 萬0.2%+3,093+3.7%加碼–
Dimensional U.S. Small Cap ETF25434V500ETF56,066$383.8 萬0.2%−33,770−37.6%減碼–
DEDeere & CoStock8,387$383.5 萬0.2%−92−1.1%減碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF87,149$381.5 萬0.2%−724−0.8%減碼–
BRK.ABerkshire Hathaway IncCL A5$377.1 萬0.1%00.0%不變歷史
CIENCiena CorpCOM NEW25,751$375.0 萬0.1%−732−2.8%減碼歷史
MAMastercard IncStock6,515$370.6 萬0.1%−557−7.9%減碼歷史
Victory Portfolios II92647X830SHS FR CA FL ETF98,432$369.1 萬0.1%+16,408+20.0%加碼–
iShares Tr464288877EAFE VALUE ETF53,779$364.8 萬0.1%+1,334+2.5%加碼–
GLDSPDR Gold TrustETF9,877$351.1 萬0.1%−310−3.0%減碼歷史
iShares S&P 500 Growth ETF464287309ETF28,372$342.5 萬0.1%+2,711+10.6%加碼–
IBITiShares Bitcoin Trust ETFETF52,434$340.8 萬0.1%+27,595+111.1%加碼歷史
Timothy Plan887432359US LRGMD CP CORE73,157$338.7 萬0.1%−8,661−10.6%減碼–
SOSouthern CoStock34,827$330.1 萬0.1%+784+2.3%加碼歷史
MASMasco CorpCOM46,873$329.9 萬0.1%−934−2.0%減碼歷史
Timothy Plan887432342U S SM CP CORE78,275$325.4 萬0.1%+9,126+13.2%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF11,439$322.4 萬0.1%+1,827+19.0%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF15,366$320.7 萬0.1%+1,303+9.3%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,377$317.7 萬0.1%−68−0.6%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF48,143$314.2 萬0.1%+11,471+31.3%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF45,734$301.5 萬0.1%+15,926+53.4%加碼–
SGISomnigroup International Inc.COM34,570$291.5 萬0.1%−138−0.4%減碼歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN18,514$287.8 萬0.1%+1,149+6.6%加碼–
Dimensional ETF Trust25434V575INTL COR FIX ETF52,082$281.0 萬0.1%+23,309+81.0%加碼–
JNJJohnson & JohnsonStock15,098$280.0 萬0.1%+398+2.7%加碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF35,422$270.6 萬0.1%+4,778+15.6%加碼–
GEGeneral Electric CoStock8,863$266.6 萬0.1%+98+1.1%加碼歷史
SFBSServisFirst Bancshares, Inc.COM31,902$256.9 萬0.1%−89−0.3%減碼歷史
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF70,452$255.7 萬0.1%+17,788+33.8%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF13,143$255.6 萬0.1%−2,081−13.7%減碼–
Dimensional ETF Trust25434V732EMERGING MKTS CO79,571$255.2 萬0.1%+8,653+12.2%加碼–
SNOWSnowflake Inc.Stock11,222$253.1 萬0.1%+1,753+18.5%加碼歷史
ProShares Tr74347X864ULTRPRO S&P50022,613$252.1 萬0.1%+13,288+142.5%加碼–
ABBVAbbVie Inc.Stock10,637$246.3 萬0.1%+55+0.5%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF75,131$239.7 萬0.1%+56,086+294.5%加碼–
MSMorgan StanleyStock15,002$238.5 萬0.1%−233−1.5%減碼歷史
CLHClean Harbors IncCOM10,227$237.5 萬0.1%−30.0%減碼歷史
Cyberark Software LtdM2682V108SHS4,854$234.5 萬0.1%−410−7.8%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF80,289$233.7 萬0.1%+80,178+72,232.4%加碼–
SYMSymbotic Inc.Stock42,720$230.3 萬0.1%+3,854+9.9%加碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF43,773$228.6 萬0.1%+2,606+6.3%加碼–
LKQLKQ CorpCOM72,942$222.8 萬0.1%−24,258−25.0%減碼歷史
CRMSalesforce, Inc.Stock9,387$222.5 萬0.1%+609+6.9%加碼歷史
UNHUnitedHealth Group IncStock6,430$222.0 萬0.1%+640+11.1%加碼歷史
RTXRTX CorpStock13,046$218.3 萬0.1%+260+2.0%加碼歷史
BACBank of America CorpStock42,160$217.5 萬0.1%−1,042−2.4%減碼歷史
Dimensional ETF Trust25434V567GLOBAL CR ETF39,111$216.9 萬0.1%+8,290+26.9%加碼–
LINLinde PLCStock4,511$214.2 萬0.1%+238+5.6%加碼歷史
Ea Series Trust02072L375TBG DIVID FO ETF64,542$213.4 萬0.1%+26,466+69.5%加碼–
American Centy ETF Tr025072877US SML CP VALU20,800$207.0 萬0.1%−14,915−41.8%減碼–
Amplify ETF Tr032108722CWP INTL ENHANCE54,893$204.7 萬0.1%+1,291+2.4%加碼–
COPConocoPhillipsStock21,580$204.1 萬0.1%−2,693−11.1%減碼歷史
ABTAbbott LaboratoriesStock15,197$203.5 萬0.1%+267+1.8%加碼歷史
Timothy Plan887432326HIG DV STK ETF51,201$201.4 萬0.1%−25,487−33.2%減碼–
NETCloudflare, Inc.CL A COM9,288$199.3 萬0.1%+722+8.4%加碼歷史
PGProcter & Gamble CoStock12,787$196.5 萬0.1%+524+4.3%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF74,491$196.2 萬0.1%+46,690+167.9%加碼–
iShares Russell Midcap ETF464287499ETF19,969$192.8 萬0.1%+18,208+1,034.0%加碼–
CSCOCisco Systems, Inc.Stock28,054$191.9 萬0.1%+315+1.1%加碼歷史
PNFPPinnacle Financial Partners, Inc.COM20,320$190.6 萬0.1%+1,590+8.5%加碼歷史
WFCWells Fargo & CompanyStock22,578$189.2 萬0.1%−758−3.2%減碼歷史
iShares Inc46434G764MSCI EMRG CHN27,935$188.6 萬0.1%−2,915−9.4%減碼–
iShares U S ETF Tr46431W507SHOR DURA BD ETF36,755$188.5 萬0.1%+32,128+694.4%加碼–
CEGConstellation Energy CorpStock5,673$186.7 萬0.1%+1,527+36.8%加碼歷史
GEVGE Vernova Inc.Stock3,022$185.8 萬0.1%+142+4.9%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT30,350$179.7 萬0.1%+376+1.3%加碼–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF40,160$176.7 萬0.1%+2,424+6.4%加碼–
SPDR Series Trust78468R523ST STR BL 12 ETF17,738$176.5 萬0.1%−3,388−16.0%減碼–
MRKMerck & Co., Inc.Stock20,918$175.6 萬0.1%+4,122+24.5%加碼歷史
Franklin Templeton ETF Tr35473P652FTSE EUROPE50,057$173.7 萬0.1%−4,607−8.4%減碼–
MCKMcKesson CorpStock2,247$173.5 萬0.1%−154−6.4%減碼歷史
KOCoca Cola CoStock26,099$173.1 萬0.1%+66+0.3%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF32,054$172.7 萬0.1%+163+0.5%加碼–
KNXKnight-Swift Transportation Holdings Inc.CL A43,647$172.5 萬0.1%−1,387−3.1%減碼歷史
iShares Tr464288448INTL SEL DIV ETF46,347$169.4 萬0.1%+793+1.7%加碼–
JBLJabil IncStock7,717$167.6 萬0.1%−5−0.1%減碼歷史
Vanguard S&P 500 Growth ETF921932505ETF3,838$167.1 萬0.1%+288+8.1%加碼–
Schwab U.S. Small-Cap ETF808524607ETF59,363$165.6 萬0.1%+49,385+494.9%加碼–
iShares Russell 1000 Growth ETF464287614ETF3,522$165.0 萬0.1%+733+26.3%加碼–
AMCRAmcor plcORD201,053$164.5 萬0.1%−32,522−13.9%減碼歷史

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