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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/18 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
4,380
較 2025 年第 4 季 +114
總值
$32.7 億
較 2025 年第 4 季 +$5.59 億 (+20.6%)
申報日
2026/5/18
修正SEC
EverSource Wealth Advisors, LLC 在 2026 年第 1 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 ETF922908736ETF365,669$1.60 億4.9%+172,873+89.7%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF1,960,679$1.26 億3.8%+910,882+86.8%加碼–
Vanguard Morningstar Value ETF922908744ETF638,267$1.25 億3.8%+287,191+81.8%加碼–
Praxis FDS74006E736IMPACT LARGE CAP2,399,648$7,885 萬2.4%+1,052,377+78.1%加碼–
Praxis FDS74006E744IMPACT LARGE CAP2,362,628$7,345 萬2.2%+986,740+71.7%加碼–
AAPLApple Inc.Stock254,789$6,466 萬2.0%+71,745+39.2%加碼歷史
IAUiShares Gold TrustETF666,445$5,875 萬1.8%−57,542−7.9%減碼歷史
NVDANVIDIA CorpStock273,540$4,771 萬1.5%+33,255+13.8%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF564,718$4,428 萬1.4%+217,378+62.6%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF479,367$4,393 萬1.3%−78,298−14.0%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF780,631$4,219 萬1.3%+356,089+83.9%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF121,578$3,900 萬1.2%+25,819+27.0%加碼–
Vanguard Total International Bond ETF92203J407ETF760,455$3,654 萬1.1%+368,036+93.8%加碼–
MSFTMicrosoft CorpStock95,488$3,535 萬1.1%+26,285+38.0%加碼歷史
GOOGLAlphabet Inc.Stock121,438$3,492 萬1.1%+14,795+13.9%加碼歷史
AMZNAmazon Com IncStock162,143$3,377 萬1.0%+23,647+17.1%加碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF518,469$3,244 萬1.0%+21,367+4.3%加碼–
TSLATesla, Inc.Stock86,484$3,215 萬1.0%+5,360+6.6%加碼歷史
AVGOBroadcom Inc.Stock102,979$3,187 萬1.0%+9,882+10.6%加碼歷史
Vanguard S&P 500 ETF922908363ETF48,650$2,907 萬0.9%+1,125+2.4%加碼–
APOApollo Global Management, Inc.COM260,401$2,901 萬0.9%−7,627−2.8%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF110,024$2,882 萬0.9%+52,410+91.0%加碼–
Vanguard Dividend Appreciation ETF921908844ETF126,760$2,726 萬0.8%+1,415+1.1%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF689,740$2,680 萬0.8%−518−0.1%減碼–
FBTCFidelity Wise Origin Bitcoin FundSHS452,375$2,670 萬0.8%+22,872+5.3%加碼歷史
American Centy ETF Tr025072703INTL EQT ETF277,376$2,353 萬0.7%+91,250+49.0%加碼–
GOOGAlphabet Inc.Stock73,566$2,110 萬0.6%+22,915+45.2%加碼歷史
iShares Core S&P 500 ETF464287200ETF32,099$2,097 萬0.6%+150+0.5%加碼–
ETF Opportunities Trust26923N405APPLIED FINA VAL500,722$2,094 萬0.6%+184,476+58.3%加碼–
ASMLASML Holding NVADR15,058$1,989 萬0.6%+66+0.4%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF282,858$1,985 萬0.6%+10,285+3.8%加碼–
PLTRPalantir Technologies Inc.Stock135,699$1,985 萬0.6%+927+0.7%加碼歷史
SPYSPDR S&P 500 ETF TrustETF30,081$1,956 萬0.6%+2,995+11.1%加碼歷史
Vanguard Instl Index FD9220408450 3 MO TR BI ETF253,575$1,918 萬0.6%−174,122−40.7%減碼–
AMATApplied Materials IncStock56,093$1,917 萬0.6%−1,082−1.9%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT495,894$1,905 萬0.6%+30,530+6.6%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY526,521$1,871 萬0.6%+47,951+10.0%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD235,621$1,868 萬0.6%−3,214−1.3%減碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE158,033$1,816 萬0.6%+2,014+1.3%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF384,290$1,804 萬0.6%+184,230+92.1%加碼–
Vanguard Intermediate-Term Bond ETF921937819ETF222,339$1,716 萬0.5%+103,982+87.9%加碼–
Ea Series Trust02072L532BRID OMN SMA ETF647,398$1,642 萬0.5%+24,587+3.9%加碼–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT552,499$1,629 萬0.5%+10,911+2.0%加碼–
Elevation Series Trust210322202SOVE CAP FLOU FD600,714$1,611 萬0.5%+145,551+32.0%加碼–
Vanguard BD Index FDS921937793LONG TERM BOND231,633$1,593 萬0.5%+113,717+96.4%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS265,925$1,584 萬0.5%+37,835+16.6%加碼–
Invesco QQQ Trust Series I46090E103ETF27,109$1,565 萬0.5%+234+0.9%加碼–
PIMCO ETF Tr72201R585MULTISECTOR BD596,847$1,564 萬0.5%+253,067+73.6%加碼–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM692,902$1,548 萬0.5%+71,057+11.4%加碼–
METAMeta Platforms, Inc.Stock26,980$1,544 萬0.5%+3,343+14.1%加碼歷史
JPMJPMorgan Chase & CoStock50,412$1,483 萬0.5%+14,771+41.4%加碼歷史
CRHCRH Public Ltd CoORD135,164$1,421 萬0.4%+6,114+4.7%加碼歷史
iShares MSCI Eafe ETF464287465ETF145,421$1,412 萬0.4%−7,956−5.2%減碼–
WMTWalmart Inc.Stock113,451$1,410 萬0.4%+22,568+24.8%加碼歷史
Pgim ETF Tr69344A834AAA CLO ETF274,467$1,405 萬0.4%−15,350−5.3%減碼–
FANGDiamondback Energy, Inc.Stock70,254$1,390 萬0.4%+2,277+3.3%加碼歷史
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE499,446$1,379 萬0.4%+135,580+37.3%加碼–
PGRProgressive CorpStock68,133$1,351 萬0.4%+316+0.5%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT321,269$1,291 萬0.4%+21,492+7.2%加碼–
Fidelity Covington Trust31609A404ENHANCED INTL339,918$1,264 萬0.4%+131,198+62.9%加碼–
HDHome Depot, Inc.Stock37,212$1,224 萬0.4%+8,508+29.6%加碼歷史
Dimensional ETF Trust25434V625US COR EQU 1 ETF169,271$1,220 萬0.4%+841+0.5%加碼–
iShares Tr464288588MBS ETF114,489$1,087 萬0.3%+1,626+1.4%加碼–
KKRKKR & Co. Inc.COM115,809$1,071 萬0.3%+12,616+12.2%加碼歷史
BRK.BBerkshire Hathaway IncStock22,349$1,071 萬0.3%−923−4.0%減碼歷史
XOMExxonMobil Holdings CorpCOM60,927$1,034 萬0.3%+11,400+23.0%加碼歷史
AZOAutoZone IncCOM3,025$1,021 萬0.3%+234+8.4%加碼歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT228,463$985.4 萬0.3%+115+0.1%加碼–
Vanguard Total Bond Market ETF921937835ETF132,570$976.2 萬0.3%+15,497+13.2%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS162,479$951.2 萬0.3%+8,256+5.4%加碼–
CVXChevron CorpStock45,548$942.4 萬0.3%+6,009+15.2%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF49,596$940.3 萬0.3%+48,506+4,450.1%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE188,727$914.6 萬0.3%+8,359+4.6%加碼–
LLYEli Lilly & CoStock9,620$884.8 萬0.3%+2,491+34.9%加碼歷史
CIENCiena CorpCOM NEW20,512$796.3 萬0.2%−3,601−14.9%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM133,423$756.2 萬0.2%−23,950−15.2%減碼–
BXBlackstone Inc.COM62,997$724.4 萬0.2%+6,996+12.5%加碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF49,571$718.5 萬0.2%+18,206+58.0%加碼–
GSGoldman Sachs Group IncStock8,287$701.0 萬0.2%+3,351+67.9%加碼歷史
MSTRStrategy IncStock55,861$697.1 萬0.2%+3,255+6.2%加碼歷史
KEXKirby CorpCOM52,150$693.0 萬0.2%−568−1.1%減碼歷史
AMGNAmgen IncStock19,686$692.7 萬0.2%+131+0.7%加碼歷史
Amplify ETF Tr032108409CWP ENHANCED DIV153,620$689.0 萬0.2%+78,856+105.5%加碼–
GLDSPDR Gold TrustETF16,005$688.7 萬0.2%+5,821+57.2%加碼歷史
NFLXNetflix IncStock69,250$665.8 萬0.2%+7,214+11.6%加碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF93,133$660.4 萬0.2%+3,730+4.2%加碼–
DELLDell Technologies Inc.Stock39,865$654.3 萬0.2%+13,666+52.2%加碼歷史
RBARB Global Inc.COM68,084$652.6 萬0.2%+415+0.6%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock16,472$643.1 萬0.2%+185+1.1%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF34,881$642.8 萬0.2%+11,477+49.0%加碼–
Vanguard World FD921910816MEGA GRWTH IND17,488$642.6 萬0.2%+6,548+59.9%加碼–
COSTCostco Wholesale CorpStock6,329$630.5 萬0.2%+1,605+34.0%加碼歷史
Amplify ETF Tr032108722CWP INTL ENHANCE155,789$630.5 萬0.2%+114,580+278.0%加碼–
TPLTexas Pacific Land CorpStock13,243$628.4 萬0.2%+2,084+18.7%加碼歷史
Vanguard Total World Stock ETF922042742ETF45,023$622.8 萬0.2%−750−1.6%減碼–
HOODRobinhood Markets, Inc.Stock89,840$622.6 萬0.2%+1,526+1.7%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL117,830$621.9 萬0.2%−196−0.2%減碼–
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV47,863$613.9 萬0.2%+3,440+7.7%加碼–
Pgim ETF Tr69344A784SHRT DUR HGH YLD122,883$609.4 萬0.2%+3,471+2.9%加碼–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF161,514$603.9 萬0.2%−2,698−1.6%減碼–

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 2026 年第 1 季的選擇權部位
證券類別賣權買權
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$351.2 萬
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$238.6 萬–
SPYSPDR S&P 500 ETF TrustETF$195.1 萬–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$143.1 萬–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$17.3 萬
Alphabet Inc CLL Opt 12/27 300.0 Cal7743339LFStock–$12.5 萬

2025 年第 4 季之後清倉(152 檔)

2025 年第 4 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 152 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Cyberark Software LtdM2682V108SHS3,292$146.8 萬0.1%–
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$104.5 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999929,347$89.6 萬<0.1%歷史
EXASExact Sciences CorpCOM5,158$52.4 萬<0.1%歷史
CMAComerica IncCOM4,831$42.0 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW7,789$39.0 萬<0.1%歷史
CFLTConfluent, Inc.CLASS A COM11,451$34.6 萬<0.1%歷史
DAYDayforce, Inc.COM3,266$22.6 萬<0.1%歷史
LGOLargo Inc.COMMON STOCK126,561$11.9 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM2,505$10.7 萬<0.1%歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$9.07 萬<0.1%–
FYBRFrontier Communications Parent, Inc.COM2,359$8.98 萬<0.1%歷史
TELFYTelefonica S ASPONSORED ADR19,848$8.04 萬<0.1%歷史
HOUSAnywhere Real Estate Inc.COM5,210$7.38 萬<0.1%歷史
REVGREV Group, Inc.COM1,152$7.01 萬<0.1%歷史
CDTXCidara Therapeutics, Inc.COM314$6.94 萬<0.1%歷史
SGNSigning Day Sports, Inc.COM67,300$6.36 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM2,203$5.97 萬<0.1%歷史
MVTBlackRock Munivest Fund II, Inc.COM4,250$4.59 萬<0.1%歷史
TGNATegna IncCOM2,293$4.45 萬<0.1%歷史
THSTreeHouse Foods, Inc.COM1,831$4.32 萬<0.1%歷史
New Gold Inc Cda644535106COM4,666$4.06 萬<0.1%–
BLEBlackRock Municipal Income Trust IICOM3,354$3.50 萬<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$3.10 萬<0.1%–
HIHillenbrand, Inc.COM916$2.91 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM708$2.82 萬<0.1%歷史
NUVNuveen Municipal Value Fund IncCOM3,100$2.81 萬<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM1,337$2.76 萬<0.1%歷史
ZEUSOlympic Steel IncCOM641$2.74 萬<0.1%歷史
Sapiens Intl Corp N VG7T16G103SHS623$2.71 萬<0.1%–
MOFGMidWestOne Financial Group, Inc.COM645$2.48 萬<0.1%歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S350$2.25 萬<0.1%–
NUWNuveen AMT-Free Municipal Value FundCOM1,500$2.15 萬<0.1%歷史
JAMFJamf Holding Corp.COM1,301$1.69 萬<0.1%歷史
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$1.59 萬<0.1%–
GESGuess IncCOM874$1.46 萬<0.1%歷史
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$1.45 萬<0.1%–
FRGEForge Global Holdings, Inc.Stock320$1.43 萬<0.1%歷史
ProShares Tr74350P675ULTRAPRO SHORT200$1.37 萬<0.1%–
Zeekr Intelligent Technology98923K103SPON ADS522$1.36 萬<0.1%–
EBEventbrite, Inc.COM CL A2,709$1.21 萬<0.1%歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$1.12 萬<0.1%–
Putnam ETF Trust746729300FOCUSED LAR CAP228$1.04 萬<0.1%–
Innovator ETFs Trust45784N452EQUITY DUAL NOV500$9,585<0.1%–
Avidity Biosciences, Inc.05370A108COM121$8,728<0.1%–
CIOCity Office REIT, Inc.COM1,248$8,725<0.1%歷史
MKZRMacKenzie Realty Capital, Inc.Stock2,144$8,721<0.1%歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF169$8,227<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF300$8,163<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS341$7,800<0.1%–
MBCNMiddlefield Banc CorpCOM NEW194$6,701<0.1%歷史
Investment Managers Ser Tr I46144X131TRADR 2X SHORT209$6,324<0.1%–
ProShares Tr74350P667ULTRASHRT S&P50092$6,301<0.1%–
AVDLAvadel Pharmaceuticals PLCStock259$5,581<0.1%歷史
Curevac N VN2451R105COM1,095$4,950<0.1%–
CLBTCellebrite DI Ltd.ORDINARY SHARES267$4,814<0.1%歷史
MRUSMerus N.V.COM53$4,770<0.1%歷史
RNWReNew Energy Global plcCL A SHS758$4,283<0.1%歷史
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR190$4,186<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US49$3,893<0.1%–
DENNDENNY'S CorpCOM558$3,470<0.1%歷史
YSGYatsen Holding LtdADS850$3,307<0.1%歷史
AFYAAfya LtdCL A COM190$2,928<0.1%歷史
HKDAMTD Digital Inc.SPONSORED ADS2,249$2,856<0.1%歷史
iShares Tr46438G505IBONDS OCT 2026109$2,785<0.1%–
VIOTViomi Technology Co., LtdSPONSORED ADS1,430$2,631<0.1%歷史
PTRNPattern Group Inc.COM SER A214$2,470<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM840$2,394<0.1%歷史
PLYMPlymouth Industrial REIT, Inc.COM88$1,926<0.1%歷史
SHCOSoho House & Co Inc.COM CL A182$1,631<0.1%歷史
iShares Tr464288752US HOME CONS ETF14$1,348<0.1%–
FUBOFuboTV Inc.COM525$1,323<0.1%歷史
FSFGFirst Savings Financial Group, Inc.COM40$1,275<0.1%歷史
Tidal ETF Tr886364306SOFI NEXT 50076$1,237<0.1%–
TRUETrueCar, Inc.COM538$1,216<0.1%歷史
CANGCango Inc.ORD CL A765$1,148<0.1%歷史
LYRALyra Therapeutics, Inc.COM NEW338$1,041<0.1%歷史
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH50$995<0.1%–
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$899<0.1%歷史
BFINBankFinancial CORPCOM71$852<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW55$846<0.1%歷史
FETHFidelity Ethereum FundSHS28$835<0.1%歷史
GLLProShares Trust IIULTRASHORT GOLD27$706<0.1%歷史
RAPTRAPT Therapeutics, Inc.COM NEW20$678<0.1%歷史
GNLXGENELUX CorpCOM150$654<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF8$646<0.1%–
SRADSportradar Group AGCLASS A ORD SHS26$618<0.1%歷史
SSTKShutterstock, Inc.COM27$516<0.1%歷史
TELOTelomir Pharmaceuticals, Inc.COM379$504<0.1%歷史
NVXNOVONIX LtdSPONSORED ADS469$474<0.1%歷史
SNCRSynchronoss Technologies IncCOM NEW51$437<0.1%歷史
ALARAlarum Technologies Ltd.ADR50$429<0.1%歷史
TUYATuya Inc.SPONSERED ADS202$426<0.1%歷史
ICGIntchains Group LtdADS REPSTG CL A226$405<0.1%歷史
IHiHuman Inc.ADS COMMON191$401<0.1%歷史
REIRing Energy, Inc.COM444$386<0.1%歷史
VTYXVentyx Biosciences, Inc.COM40$361<0.1%歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR7$338<0.1%–
FORTYFormula Systems (1985) LtdSPONSORED ADS2$335<0.1%歷史
GOTUGaotu Techedu Inc.SPONSORED ADS140$325<0.1%歷史