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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
WTMWhite Mountains Insurance Group LtdCOM11$2.42 萬<0.1%+1+10.0%加碼歷史
CPERUnited States Commodity Index Funds TrustCM REP COPP FD702$2.42 萬<0.1%+702新進歷史
YORWYork Water CoCOM794$2.42 萬<0.1%+209+35.7%加碼歷史
BYDBoyd Gaming CorpCOM295$2.42 萬<0.1%+57+23.9%加碼歷史
AUPHAurinia Pharmaceuticals Inc.COM1,636$2.42 萬<0.1%+608+59.1%加碼歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS659$2.43 萬<0.1%−159−19.4%減碼歷史
LABStandard Biotools Inc.COM26,466$2.43 萬<0.1%+1,388+5.5%加碼歷史
BUSEFirst Busey CorpCOM NEW965$2.44 萬<0.1%+117+13.8%加碼歷史
NNNextnav Inc.COMMON STOCK1,525$2.44 萬<0.1%+1,514+13,763.6%加碼歷史
TALTAL Education GroupSPONSORED ADS2,149$2.44 萬<0.1%+1,189+123.9%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US328$2.45 萬<0.1%+1+0.3%加碼–
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.46 萬<0.1%00.0%不變–
RSIRush Street Interactive, Inc.COM1,133$2.46 萬<0.1%−38−3.2%減碼歷史
PTENPatterson Uti Energy IncCOM2,286$2.48 萬<0.1%−298−11.5%減碼歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,402$2.49 萬<0.1%+337+31.6%加碼–
HHHHoward Hughes Holdings Inc.COM394$2.49 萬<0.1%−9−2.2%減碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF948$2.49 萬<0.1%−296−23.8%減碼–
VTOLBristow Group Inc.COM532$2.49 萬<0.1%−54−9.2%減碼歷史
DKSDick's Sporting Goods, Inc.Stock126$2.50 萬<0.1%−51−28.8%減碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A530$2.50 萬<0.1%+85+19.1%加碼歷史
SHOOSteven Madden, Ltd.COM737$2.50 萬<0.1%+18+2.5%加碼歷史
ASAmer Sports, Inc.COM SHS761$2.51 萬<0.1%+348+84.3%加碼歷史
WERNWerner Enterprises IncCOM854$2.51 萬<0.1%+165+23.9%加碼歷史
MACMacerich CoCOM1,335$2.52 萬<0.1%+236+21.5%加碼歷史
RAMPLiveRamp Holdings, Inc.COM952$2.52 萬<0.1%−555−36.8%減碼歷史
POSTPost Holdings, Inc.COM256$2.53 萬<0.1%+100+64.1%加碼歷史
TNDMTandem Diabetes Care IncCOM NEW1,322$2.53 萬<0.1%+271+25.8%加碼歷史
CBLCBL & Associates Properties IncCOMMON STOCK663$2.55 萬<0.1%+42+6.8%加碼歷史
WHDCactus, Inc.CL A538$2.55 萬<0.1%+64+13.5%加碼歷史
MOMOHello Group Inc.ADS4,439$2.56 萬<0.1%+3,170+249.8%加碼歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD259$2.56 萬<0.1%+2+0.8%加碼–
BIOBio-Rad Laboratories, Inc.CL A92$2.56 萬<0.1%−4−4.2%減碼歷史
MTRXMatrix Service CoCOM2,235$2.57 萬<0.1%+158+7.6%加碼歷史
EFSCEnterprise Financial Services CorpCOM475$2.57 萬<0.1%+5+1.1%加碼歷史
BHVNBiohaven Ltd.COM3,039$2.57 萬<0.1%−992−24.6%減碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF516$2.57 萬<0.1%+3+0.6%加碼–
SLGNSilgan Holdings IncCOM663$2.57 萬<0.1%+178+36.7%加碼歷史
WDWalker & Dunlop, Inc.COM580$2.57 萬<0.1%+301+107.9%加碼歷史
NVRIEnviri CorpCOM1,315$2.58 萬<0.1%+16+1.2%加碼歷史
QCRHQCR Holdings IncCOM302$2.58 萬<0.1%+14+4.9%加碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.58 萬<0.1%00.0%不變歷史
EICEagle Point Income CoCOM2,735$2.58 萬<0.1%00.0%不變歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$2.58 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$2.58 萬<0.1%00.0%不變–
ONONOn Holding AGStock760$2.59 萬<0.1%+312+69.6%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF1,015$2.59 萬<0.1%+516+103.4%加碼–
DACDanaos CorpSHS230$2.59 萬<0.1%+50+27.8%加碼歷史
ETF Ser Solutions26922B410US GLOBAL TECHNO1,084$2.59 萬<0.1%+1,084新進–
RLJRLJ Lodging TrustCOM3,492$2.59 萬<0.1%+299+9.4%加碼歷史
XRAYDentsply Sirona Inc.Stock2,236$2.59 萬<0.1%−2,990−57.2%減碼歷史
CAECae IncCOM996$2.59 萬<0.1%−215−17.8%減碼歷史
KFRCKforce IncCOM891$2.61 萬<0.1%−422−32.1%減碼歷史
ALABAstera Labs, Inc.Stock238$2.61 萬<0.1%+3+1.3%加碼歷史
GLBEGlobal-E Online Ltd.SHS846$2.61 萬<0.1%+82+10.7%加碼歷史
SBHSally Beauty Holdings, Inc.COM1,889$2.62 萬<0.1%+701+59.0%加碼歷史
MBINMerchants BancorpCOM610$2.62 萬<0.1%+14+2.3%加碼歷史
UVVUniversal CorpCOM497$2.62 萬<0.1%+40+8.8%加碼歷史
FIVNFive9, Inc.COM1,728$2.62 萬<0.1%+1,367+378.7%加碼歷史
KRNYKearny Financial Corp.COM3,473$2.62 萬<0.1%+25+0.7%加碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS4,754$2.63 萬<0.1%+1,920+67.7%加碼歷史
EQBKEquity Bancshares IncCOM CL A592$2.63 萬<0.1%−28−4.5%減碼歷史
QNSTQuinstreet, IncCOM2,191$2.63 萬<0.1%+805+58.1%加碼歷史
SFLSFL Corp Ltd.SHS2,444$2.64 萬<0.1%+367+17.7%加碼歷史
BLBDBlue Bird CorpCOM465$2.64 萬<0.1%−15−3.1%減碼歷史
GLOOGloo Holdings, Inc.CL A5,513$2.65 萬<0.1%+3,996+263.4%加碼歷史
ANGXAngel Studios, Inc.Stock8,718$2.66 萬<0.1%+3,793+77.0%加碼歷史
PEBOPeoples Bancorp IncCOM813$2.67 萬<0.1%−4−0.5%減碼歷史
CCChemours CoStock1,216$2.68 萬<0.1%−150−11.0%減碼歷史
PIPRPiper Sandler CompaniesCOM NEW350$2.68 萬<0.1%+54+18.2%加碼依 4 比 1 拆股換算歷史
KOPNKopin CorpCOM11,933$2.69 萬<0.1%−2,000−14.4%減碼歷史
PRLBProto Labs IncCOM471$2.69 萬<0.1%+20+4.4%加碼歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS558$2.69 萬<0.1%−20−3.5%減碼歷史
TRNOTerreno Realty CorpCOM438$2.69 萬<0.1%+159+57.0%加碼歷史
CASHPathward Financial, Inc.COM302$2.69 萬<0.1%−45−13.0%減碼歷史
DRVNDriven Brands Holdings Inc.COM2,150$2.71 萬<0.1%−428−16.6%減碼歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$2.71 萬<0.1%00.0%不變歷史
MXLMaxlinear, IncCOM1,563$2.72 萬<0.1%+217+16.1%加碼歷史
CWKCushman & Wakefield Ltd.COMMON SHARES2,225$2.73 萬<0.1%+177+8.6%加碼歷史
AATAmerican Assets Trust, Inc.COM1,482$2.73 萬<0.1%−94−6.0%減碼歷史
EPCEdgewell Personal Care CoCOM1,279$2.73 萬<0.1%+1,115+679.9%加碼歷史
WLKWestlake CorpCOM234$2.73 萬<0.1%+64+37.6%加碼歷史
DEAEasterly Government Properties, Inc.COM SHS1,276$2.73 萬<0.1%+96+8.1%加碼歷史
OPCHOption Care Health, Inc.COM NEW1,016$2.73 萬<0.1%−814−44.5%減碼歷史
DSXDiana Shipping Inc.COM10,942$2.74 萬<0.1%+4,550+71.2%加碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF1,157$2.74 萬<0.1%00.0%不變–
PHRPhreesia, Inc.COM3,269$2.74 萬<0.1%+3,001+1,119.8%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,012$2.74 萬<0.1%00.0%不變–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS383$2.74 萬<0.1%−267−41.1%減碼歷史
PFSIPennyMac Financial Services, Inc.COM314$2.74 萬<0.1%−25−7.4%減碼歷史
WORWorthington Enterprises, Inc.COM527$2.75 萬<0.1%−36−6.4%減碼歷史
BIRKBirkenstock Holding plcCOM SHS768$2.75 萬<0.1%+428+125.9%加碼歷史
Putnam ETF Trust746729508BDC INCOME ETF1,000$2.76 萬<0.1%00.0%不變–
WRBYWarby Parker Inc.CL A COM1,310$2.76 萬<0.1%+673+105.7%加碼歷史
FFICFlushing Financial CorpCOM1,797$2.76 萬<0.1%+98+5.8%加碼歷史
CODICompass Diversified HoldingsSH BEN INT3,513$2.76 萬<0.1%+473+15.6%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A699$2.76 萬<0.1%+127+22.2%加碼歷史
IONQIonQ, Inc.COM959$2.76 萬<0.1%+656+216.5%加碼歷史
LILAKLiberty Latin America Ltd.COM CL C3,136$2.77 萬<0.1%+2,479+377.3%加碼歷史
FULTFulton Financial CorpCOM1,360$2.77 萬<0.1%+163+13.6%加碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT828$2.77 萬<0.1%−25−2.9%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