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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/6 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
4,266
較 2025 年第 3 季 −53
總值
$27.1 億
較 2025 年第 3 季 +$1.87 億 (+7.4%)
申報日
2026/2/6
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
EWEdwards Lifesciences CorpStock4,918$41.9 萬<0.1%+508+11.5%加碼歷史
HCAHCA Healthcare, Inc.COM897$41.9 萬<0.1%+31+3.6%加碼歷史
HWMHowmet Aerospace Inc.Stock2,029$41.6 萬<0.1%+145+7.7%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM9,417$41.6 萬<0.1%+1,558+19.8%加碼–
RLRalph Lauren CorpCL A1,172$41.4 萬<0.1%+290+32.9%加碼歷史
CICigna GroupStock1,504$41.4 萬<0.1%+389+34.9%加碼歷史
ZSZscaler, Inc.Stock1,840$41.4 萬<0.1%−365−16.6%減碼歷史
iShares Tr464287150CORE S&P TTL STK2,763$41.1 萬<0.1%+684+32.9%加碼–
ARMKAramarkCOM11,133$41.0 萬<0.1%+6,386+134.5%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,435$41.0 萬<0.1%+1,315+62.0%加碼依 2 比 1 拆股換算–
CPAYCorpay, Inc.COM SHS1,362$41.0 萬<0.1%+223+19.6%加碼歷史
Vanguard Real Estate ETF922908553ETF4,598$40.7 萬<0.1%+1,249+37.3%加碼–
WFWoori Financial Group Inc.SPONSORED ADS6,886$40.5 萬<0.1%−276−3.9%減碼歷史
ANAutonation, Inc.COM1,959$40.4 萬<0.1%−39−2.0%減碼歷史
EAElectronic Arts Inc.COM1,972$40.3 萬<0.1%−136−6.5%減碼歷史
BPOPPopular, Inc.COM NEW3,227$40.2 萬<0.1%−318−9.0%減碼歷史
EQIXEquinix IncCOM520$39.9 萬<0.1%−20−3.7%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF13,249$39.8 萬<0.1%−1,011−7.1%減碼–
NTNXNutanix, Inc.Stock7,700$39.8 萬<0.1%+1,945+33.8%加碼歷史
ROKURoku, IncCOM CL A3,664$39.8 萬<0.1%+135+3.8%加碼歷史
CCKCrown Holdings, Inc.COM3,854$39.7 萬<0.1%−515−11.8%減碼歷史
DKNGDraftKings Inc.Stock11,506$39.6 萬<0.1%−2,516−17.9%減碼歷史
iShares Tr46435G409MSCI INTL VLU FT10,407$39.6 萬<0.1%+583+5.9%加碼–
LECOLincoln Electric Holdings IncCOM1,644$39.4 萬<0.1%+320+24.2%加碼歷史
Fidelity Covington Trust31609A305ENHANCED LARGE9,387$39.1 萬<0.1%+66+0.7%加碼–
BKRBaker Hughes CoCL A8,590$39.1 萬<0.1%+1,640+23.6%加碼歷史
AIGAmerican International Group, Inc.Stock4,566$39.1 萬<0.1%−467−9.3%減碼歷史
SNVSynovus Financial CorpCOM NEW7,789$39.0 萬<0.1%−148−1.9%減碼歷史
LAMRLamar Advertising CoREIT3,073$38.9 萬<0.1%00.0%不變歷史
CAHCardinal Health IncStock1,892$38.9 萬<0.1%−146−7.2%減碼歷史
FICOFair Isaac CorpCOM229$38.8 萬<0.1%−19−7.7%減碼歷史
CVNACarvana Co.CL A917$38.7 萬<0.1%+53+6.1%加碼歷史
COOCooper Companies, Inc.COM4,696$38.5 萬<0.1%+66+1.4%加碼歷史
SBUXStarbucks CorpStock4,569$38.5 萬<0.1%+449+10.9%加碼歷史
iShares Semiconductor ETF464287523ETF1,276$38.4 萬<0.1%+535+72.2%加碼–
Angel Oak Funds Trust03463K752OAK ULTRASHORT7,499$38.4 萬<0.1%+7,499新進–
BCSBarclays PLCADR15,039$38.3 萬<0.1%+1,451+10.7%加碼歷史
iShares Tr46435G672CORE INTL AGGR7,625$38.1 萬<0.1%−35−0.5%減碼–
EPDEnterprise Products Partners L.P.Stock11,812$37.9 萬<0.1%−10.0%減碼歷史
IVZInvesco Ltd.Stock14,389$37.8 萬<0.1%+807+5.9%加碼歷史
DDominion Energy, IncStock6,452$37.8 萬<0.1%−356−5.2%減碼歷史
VanEck Semiconductor ETF92189F676ETF1,046$37.7 萬<0.1%+486+86.8%加碼–
FNFFidelity National Financial, Inc.COM SHS6,893$37.6 萬<0.1%+1,808+35.6%加碼歷史
OSISOsi Systems IncCOM1,475$37.6 萬<0.1%+82+5.9%加碼歷史
CWCurtiss Wright CorpStock681$37.5 萬<0.1%+84+14.1%加碼歷史
CTASCintas CorpStock1,985$37.3 萬<0.1%+274+16.0%加碼歷史
MARMarriott International IncStock1,201$37.3 萬<0.1%−32−2.6%減碼歷史
VMCVulcan Materials COCOM1,300$37.1 萬<0.1%−130−9.1%減碼歷史
ALLEAllegion plcORD SHS2,320$36.9 萬<0.1%−665−22.3%減碼歷史
ROKRockwell Automation, IncStock949$36.9 萬<0.1%−22−2.3%減碼歷史
Vanguard Health Care ETF92204A504ETF1,280$36.9 萬<0.1%00.0%不變–
ACGLArch Capital Group Ltd.Stock3,840$36.8 萬<0.1%+1,160+43.3%加碼歷史
UGIUgi CorpStock9,842$36.8 萬<0.1%+456+4.9%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A9,535$36.8 萬<0.1%+1,154+13.8%加碼歷史
DASHDoorDash, Inc.Stock1,621$36.7 萬<0.1%−1,822−52.9%減碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,225$36.7 萬<0.1%00.0%不變–
MFCManulife Financial CorpCOM10,105$36.7 萬<0.1%+116+1.2%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS22,765$36.7 萬<0.1%−389−1.7%減碼歷史
PAYXPaychex IncStock3,258$36.5 萬<0.1%−209−6.0%減碼歷史
MTCHMatch Group, Inc.COM11,303$36.5 萬<0.1%+1,688+17.6%加碼歷史
iShares Tr464287861EUROPE ETF5,319$36.5 萬<0.1%+258+5.1%加碼–
TRMBTrimble Inc.COM4,640$36.4 萬<0.1%+27+0.6%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS9,948$36.4 萬<0.1%+3,221+47.9%加碼歷史
EFXEquifax IncCOM1,674$36.3 萬<0.1%+92+5.8%加碼歷史
IPInternational Paper CoCOM9,216$36.3 萬<0.1%−377−3.9%減碼歷史
WRBBerkley W R CorpCOM5,175$36.3 萬<0.1%−349−6.3%減碼歷史
BMRNBiomarin Pharmaceutical IncCOM6,093$36.2 萬<0.1%−1,058−14.8%減碼歷史
TGTTarget CorpStock3,704$36.2 萬<0.1%+1,505+68.4%加碼歷史
SSNCSS&C Technologies Holdings IncCOM4,135$36.1 萬<0.1%−370−8.2%減碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,843$36.1 萬<0.1%−150−5.0%減碼–
Listed FDS Tr53656F599SWAN HEDGED EQTY14,327$36.1 萬<0.1%+7,015+95.9%加碼–
EGEverest Group, Ltd.COM1,064$36.1 萬<0.1%−906−46.0%減碼歷史
DDOGDatadog, Inc.CL A COM2,650$36.0 萬<0.1%+226+9.3%加碼歷史
PPCPilgrims Pride CorpStock9,238$36.0 萬<0.1%−1,000−9.8%減碼歷史
SRESempraStock4,079$36.0 萬<0.1%−71−1.7%減碼歷史
NTAPNetApp, Inc.Stock3,360$36.0 萬<0.1%−673−16.7%減碼歷史
RKTRocket Companies, Inc.Stock18,478$35.8 萬<0.1%+16,317+755.1%加碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD6,660$35.7 萬<0.1%−1,072−13.9%減碼歷史
INGING Groep NVSPONSORED ADR12,738$35.7 萬<0.1%+1,259+11.0%加碼歷史
TTCToro CoCOM4,530$35.7 萬<0.1%−732−13.9%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,671$35.7 萬<0.1%+64+4.0%加碼歷史
USFDUS Foods Holding Corp.COM4,722$35.6 萬<0.1%−569−10.8%減碼歷史
JLLJones Lang Lasalle IncCOM1,055$35.5 萬<0.1%+533+102.1%加碼歷史
iShares Tr464288281JPMORGAN USD EMG3,684$35.5 萬<0.1%−660−15.2%減碼–
BPREBluerock Private Real Estate FundCOM23,634$35.5 萬<0.1%+23,634新進歷史
HLNHaleon plcADR35,018$35.4 萬<0.1%+8,477+31.9%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,432$35.4 萬<0.1%−167−10.4%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1733$35.2 萬<0.1%−2−0.3%減碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF6,843$35.0 萬<0.1%−1,330−16.3%減碼–
VanEck ETF Trust92189F528VANECK SHRT MUNI19,977$34.8 萬<0.1%+2,395+13.6%加碼–
CFLTConfluent, Inc.CLASS A COM11,451$34.6 萬<0.1%+4,778+71.6%加碼歷史
EGPEastgroup Properties IncCOM1,941$34.6 萬<0.1%−50−2.5%減碼歷史
iShares Tr464287556ISHARES BIOTECH2,047$34.6 萬<0.1%00.0%不變–
FASTFastenal CoStock8,601$34.5 萬<0.1%+1,403+19.5%加碼歷史
Vanguard World FD921910691ESG US CORP BD5,424$34.5 萬<0.1%+5,424新進–
iShares Tr46428865310-20 YR TRS ETF3,386$34.4 萬<0.1%+287+9.3%加碼–
AAAUGoldman Sachs Physical Gold ETFUNIT8,087$34.4 萬<0.1%+7,751+2,306.8%加碼歷史
PCARPaccar IncCOM3,129$34.3 萬<0.1%−461−12.8%減碼歷史
PRUPrudential Financial IncStock3,030$34.2 萬<0.1%+698+29.9%加碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT17,811$34.2 萬<0.1%−853−4.6%減碼歷史

選擇權(6 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 4 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$204.6 萬–
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$184.1 萬
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$127.8 萬–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$3.40 萬
PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WUStock–$3.19 萬
Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LHStock–$2.31 萬

2025 年第 3 季之後清倉(243 檔)

2025 年第 3 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 243 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
PNFPPinnacle Financial Partners, Inc.COM20,320$190.6 萬0.1%歷史
AMCRAmcor plcORD201,053$164.5 萬0.1%歷史
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$88.2 萬<0.1%–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$72.4 萬<0.1%–
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$60.2 萬<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF19,966$56.6 萬<0.1%–
AZNAstraZeneca PLCSPONSORED ADR7,232$55.5 萬<0.1%歷史
Emx Rty Corp26873J107COM97,900$50.4 萬<0.1%–
COOPMaverick Merger Sub 2, LLCCOM1,694$35.7 萬<0.1%歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$34.5 萬<0.1%–
ULUnilever PLCSPON ADR NEW4,531$26.9 萬<0.1%歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$23.0 萬<0.1%歷史
SORSource CapitalCEF4,916$22.1 萬<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS1,974$21.1 萬<0.1%歷史
TYTRI-CONTINENTAL CorpCOM6,137$20.9 萬<0.1%歷史
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$20.2 萬<0.1%歷史
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$17.2 萬<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$17.2 萬<0.1%歷史
Timothy Plan887432284US LARGE MID CP6,225$17.2 萬<0.1%–
KKellanovaStock1,438$11.8 萬<0.1%歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM7,392$11.8 萬<0.1%歷史
ALEAllete IncCOM NEW1,725$11.5 萬<0.1%歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$10.7 萬<0.1%歷史
iShares Tr464287515EXPANDED TECH920$10.6 萬<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$10.5 萬<0.1%–
LNWOLight & Wonder, Inc.COM1,170$9.82 萬<0.1%歷史
QGENQiagen N.V.COMMON STOCK2,184$9.76 萬<0.1%歷史
ETF Ser Solutions26922A321DISTILLATE US1,643$9.52 萬<0.1%–
Timothy Plan887432276HIGH DIVIDEND3,465$9.05 萬<0.1%–
WNSWNS (Holdings) LtdCOM SHS1,164$8.88 萬<0.1%歷史
ProShares Ultrapro Short S&P50074349Y845ETF6,354$8.58 萬<0.1%–
PINCPremier, Inc.CL A2,798$7.78 萬<0.1%歷史
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$7.62 萬<0.1%–
Dole PLC Ord Shs256603101Stock4,338$5.83 萬<0.1%–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$5.77 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$5.47 萬<0.1%–
VBTXVeritex Holdings, Inc.COM1,510$5.06 萬<0.1%歷史
BRYBerry Corp (bry)COM11,844$4.48 萬<0.1%歷史
HSIIHeidrick & Struggles International IncCOM819$4.08 萬<0.1%歷史
Copel-ADR20441B605ADR4,095$4.01 萬<0.1%–
INFAInformatica Inc.COM CL A1,574$3.91 萬<0.1%歷史
SCSSteelcase IncCL A2,209$3.80 萬<0.1%歷史
VRNTVerint Systems IncCOM1,855$3.76 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM1,283$3.58 萬<0.1%歷史
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF1,184$2.99 萬<0.1%–
HBIHanesbrands Inc.COM3,651$2.41 萬<0.1%歷史
Metals Acquisition CorpG60409110ORD SHS1,701$2.08 萬<0.1%–
MRCMRC Global Inc.COM1,301$1.88 萬<0.1%歷史
SRDXSurmodics IncCOM562$1.68 萬<0.1%歷史
GNTYGuaranty Bancshares IncCOM284$1.38 萬<0.1%歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$1.36 萬<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW954$1.30 萬<0.1%歷史
iShares Tr464288117INTL TREA BD ETF267$1.14 萬<0.1%–
PROPROS Holdings, Inc.COM470$1.08 萬<0.1%歷史
PKEPark Aerospace CorpCOM504$1.03 萬<0.1%歷史
MSBMesabi TrustCTF BEN INT345$9,964<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9,920<0.1%歷史
SPDR Series Trust78464A292ST STR PFD ETF280$9,260<0.1%–
TRMLTourmaline Bio, Inc.COM183$8,753<0.1%歷史
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8,171<0.1%–
FOXFFox Factory Holding CorpCOM320$7,773<0.1%歷史
FCFranklin Covey CoCOM395$7,667<0.1%歷史
ODPODP CorpCOM269$7,492<0.1%歷史
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6,956<0.1%–
WYHGWing Yip Food Holdings Group LtdADS4,723$6,093<0.1%歷史
VTLEVital Energy, Inc.COM324$5,472<0.1%歷史
AVDXAvidXchange Holdings, Inc.COM537$5,343<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP112$4,850<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock372$4,657<0.1%–
SLMTBrera Holdings PLCCLASS B ORD150$4,500<0.1%歷史
ASPNAspen Aerogels IncCOM641$4,461<0.1%歷史
KOSKosmos Energy Ltd.COM2,682$4,452<0.1%歷史
Aris Water Solutions, Inc.04041L106CLASS A COM180$4,439<0.1%–
ETNB89bio, Inc.COM294$4,322<0.1%歷史
KRROKorro Bio, Inc.COM89$4,262<0.1%歷史
IASIntegral Ad Science Holding Corp.COM398$4,048<0.1%歷史
HNVRHanover Bancorp, Inc.COM NEW180$4,041<0.1%歷史
Global X FDS37954Y780INTERNET OF THNG103$4,022<0.1%–
PHLTPerformant Healthcare IncCOM507$3,919<0.1%歷史
HSAIHesai GroupSPONSORED ADS137$3,850<0.1%歷史
MTSRMetsera, Inc.COM72$3,768<0.1%歷史
PARPar Technology CorpCOM88$3,483<0.1%歷史
TURBTurbo Energy, S.A.SPON ADS611$3,293<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM363$3,151<0.1%歷史
ZIMVZimVie Inc.Stock164$3,107<0.1%歷史
iShares Inc464286400MSCI BRAZIL ETF100$3,100<0.1%–
MGRMMonogram Technologies Inc.COM511$3,000<0.1%歷史
AKROAkero Therapeutics, Inc.COM60$2,849<0.1%歷史
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2,702<0.1%歷史
HTTHigh Templar Tech LtdSPON ADS610$2,605<0.1%歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2,582<0.1%–
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2,562<0.1%–
PBPBPotbelly CorpCOM149$2,539<0.1%歷史
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2,453<0.1%歷史
LMBLimbach Holdings, Inc.COM23$2,234<0.1%歷史
TICTIC Solutions, Inc.COM163$2,170<0.1%歷史
TOURTuniu CorpSPONSORED ADS A2,216$2,110<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2,089<0.1%–
Global X FDS37954Y343GLBL X MLP ETF41$1,985<0.1%–
IROQIF Bancorp, Inc.COM75$1,937<0.1%歷史