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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 High Dividend Yield Index ETF921946406ETF40,662$602.2 萬0.2%−7,233−15.1%減碼–
DHIHorton D R IncCOM43,296$594.1 萬0.2%−971−2.2%減碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF23,454$587.7 萬0.2%+16,417+233.3%加碼–
VVisa Inc.Stock19,388$586.0 萬0.2%+1,668+9.4%加碼歷史
PANWPalo Alto Networks IncStock36,503$585.2 萬0.2%+10,146+38.5%加碼歷史
Applied Finance Ivs US Smid ETF26923W108ETF224,789$583.3 萬0.2%+224,789新進–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF121,215$580.4 萬0.2%−51,742−29.9%減碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF169,072$572.5 萬0.2%+20,981+14.2%加碼–
iShares Core MSCI Eafe ETF46432F842ETF62,516$566.0 萬0.2%+6,830+12.3%加碼–
SLViShares Silver TrustETF82,503$562.2 萬0.2%+18,775+29.5%加碼歷史
American Centy ETF Tr025072802INTL SMCP VLU55,388$553.1 萬0.2%+3,960+7.7%加碼–
HQYHealthequity, Inc.COM65,890$550.6 萬0.2%+11,545+21.2%加碼歷史
JNJJohnson & JohnsonStock22,523$550.5 萬0.2%+7,448+49.4%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF25,228$548.1 萬0.2%+8,974+55.2%加碼–
Vanguard Whitehall FDS921946810INTL DVD ETF61,306$542.3 萬0.2%+6,814+12.5%加碼–
SOSouthern CoStock53,971$520.9 萬0.2%+21,567+66.6%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F65,936$508.4 萬0.2%+12,586+23.6%加碼–
MUMicron Technology IncStock14,917$504.0 萬0.2%+5,290+54.9%加碼歷史
iShares Tr46434V803HDG MSCI EAFE118,144$502.1 萬0.2%+39,002+49.3%加碼–
DEDeere & CoStock8,882$500.3 萬0.2%+784+9.7%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR14,693$496.6 萬0.2%+3,044+26.1%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT61,151$492.8 萬0.2%+19,222+45.8%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT113,985$484.9 萬0.1%+4,419+4.0%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD97,016$484.0 萬0.1%−4,672−4.6%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF67,970$464.1 萬0.1%+1,783+2.7%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF135,302$459.6 萬0.1%−236−0.2%減碼–
Schwab US Dividend Equity ETF808524797ETF148,934$456.9 萬0.1%+19,082+14.7%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT88,281$439.7 萬0.1%+88,281新進–
Dimensional ETF Trust25434V872CORE FIXE IN ETF103,816$438.3 萬0.1%−23,971−18.8%減碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF124,378$435.8 萬0.1%+20,317+19.5%加碼–
Dimensional ETF Trust25434V658GLOBAL REAL EST163,087$433.5 萬0.1%−23,867−12.8%減碼–
CRSPCRISPR Therapeutics AGNAMEN AKT89,683$426.6 萬0.1%+32,218+56.1%加碼歷史
JBLJabil IncStock15,114$401.5 萬0.1%+7,269+92.7%加碼歷史
Timothy Plan887432342U S SM CP CORE93,831$398.3 萬0.1%+10,515+12.6%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF43,144$395.9 萬0.1%+1,994+4.8%加碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF106,979$393.3 萬0.1%−162,694−60.3%減碼–
MSMorgan StanleyStock23,074$379.7 萬0.1%+8,234+55.5%加碼歷史
iShares Tr464288877EAFE VALUE ETF50,580$376.1 萬0.1%+450+0.9%加碼–
MRKMerck & Co., Inc.Stock31,032$373.3 萬0.1%+7,830+33.7%加碼歷史
Victory Portfolios II92647X830SHS FR CA FL ETF93,237$368.1 萬0.1%−4,595−4.7%減碼–
Ea Series Trust02072L375TBG DIVID FO ETF104,681$364.9 萬0.1%+19,837+23.4%加碼–
iShares S&P 500 Growth ETF464287309ETF32,130$363.4 萬0.1%+6,093+23.4%加碼–
MAMastercard IncStock7,231$361.2 萬0.1%+967+15.4%加碼歷史
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF106,583$359.6 萬0.1%+18,323+20.8%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF51,546$359.5 萬0.1%+5,819+12.7%加碼–
BRK.ABerkshire Hathaway IncCL A5$359.1 萬0.1%00.0%不變歷史
ORCLOracle CorpStock24,375$358.6 萬0.1%+7,916+48.1%加碼歷史
Dimensional U.S. Targeted Value ETF25434V609ETF57,372$358.3 萬0.1%+552+1.0%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF26,935$358.0 萬0.1%+2,507+10.3%加碼–
iShares Tr46429B655FLTG RATE NT ETF69,977$356.5 萬0.1%−39,738−36.2%減碼–
Dimensional U.S. Small Cap ETF25434V500ETF49,479$351.9 萬0.1%−4,275−8.0%減碼–
MPCMarathon Petroleum CorpStock14,135$345.1 萬0.1%+5,022+55.1%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF50,786$343.0 萬0.1%+1,258+2.5%加碼–
PSLVSprott Physical Silver TrustPHYSICAL SILVER137,018$334.2 萬0.1%+15,375+12.6%加碼歷史
MCKMcKesson CorpStock3,796$328.4 萬0.1%+1,515+66.4%加碼歷史
iShares Tr464287622RUS 1000 ETF9,160$326.6 萬0.1%−1,342−12.8%減碼–
CATCaterpillar IncStock4,598$325.8 萬0.1%+91+2.0%加碼歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO94,264$325.7 萬0.1%+4,714+5.3%加碼–
GEGeneral Electric CoStock11,399$323.5 萬0.1%+1,983+21.1%加碼歷史
CSCOCisco Systems, Inc.Stock41,023$318.3 萬0.1%+12,700+44.8%加碼歷史
IBITiShares Bitcoin Trust ETFETF82,732$317.9 萬0.1%+20,207+32.3%加碼歷史
KOCoca Cola CoStock40,647$309.1 萬0.1%+14,552+55.8%加碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF68,439$307.1 萬0.1%−13,866−16.8%減碼–
LMTLockheed Martin CorpStock4,988$301.5 萬0.1%+1,685+51.0%加碼歷史
ABBVAbbVie Inc.Stock13,827$300.7 萬0.1%+1,817+15.1%加碼歷史
TJXTJX Companies IncStock18,738$299.2 萬0.1%+5,052+36.9%加碼歷史
GEVGE Vernova Inc.Stock3,406$297.3 萬0.1%+258+8.2%加碼歷史
KNXKnight-Swift Transportation Holdings Inc.CL A51,170$294.6 萬0.1%+8,817+20.8%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY28,706$289.0 萬0.1%+12,316+75.1%加碼–
VLOValero Energy CorpStock11,612$286.9 萬0.1%+3,840+49.4%加碼歷史
CLHClean Harbors IncCOM9,948$285.2 萬0.1%+61+0.6%加碼歷史
RTXRTX CorpStock14,546$280.6 萬0.1%+1,429+10.9%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF6,445$274.8 萬0.1%+1,655+34.6%加碼–
PGProcter & Gamble CoStock18,816$271.8 萬0.1%+8,386+80.4%加碼歷史
MASMasco CorpCOM44,751$270.2 萬0.1%+582+1.3%加碼歷史
Fidelity Covington Tr31609A800ENHANCED EMRNGS78,884$269.4 萬0.1%+27,230+52.7%加碼–
COPConocoPhillipsStock20,267$267.5 萬0.1%−323−1.6%減碼歷史
LINLinde PLCStock5,372$266.3 萬0.1%+1,107+26.0%加碼歷史
AMHAmerican Homes 4 RentCL A95,057$265.4 萬0.1%−5,418−5.4%減碼歷史
KLACKLA CorpCOM NEW1,793$263.9 萬0.1%+207+13.1%加碼歷史
SGISomnigroup International Inc.COM34,911$258.1 萬0.1%+569+1.7%加碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF55,517$256.7 萬0.1%+17,044+44.3%加碼–
iShares Inc46434G764MSCI EMRG CHN31,936$251.2 萬0.1%+3,390+11.9%加碼–
WFCWells Fargo & CompanyStock31,451$250.4 萬0.1%+4,674+17.5%加碼歷史
AMDAdvanced Micro Devices IncStock12,252$249.2 萬0.1%+1,290+11.8%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF23,364$248.8 萬0.1%+6,232+36.4%加碼–
OXYOccidental Petroleum CorpStock37,935$246.6 萬0.1%+9,925+35.4%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF12,828$246.0 萬0.1%+1,904+17.4%加碼–
iShares Russell Midcap ETF464287499ETF25,141$244.4 萬0.1%−118−0.5%減碼–
FIXComfort Systems USA IncCOM1,731$238.7 萬0.1%+187+12.1%加碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF46,046$235.9 萬0.1%+824+1.8%加碼–
Timothy Plan887432359US LRGMD CP CORE50,510$234.6 萬0.1%−9,459−15.8%減碼–
Dimensional ETF Trust25434V575INTL COR FIX ETF44,461$233.2 萬0.1%−14,920−25.1%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT12,116$232.5 萬0.1%+1,299+12.0%加碼–
CEGConstellation Energy CorpStock8,309$232.1 萬0.1%+2,219+36.4%加碼歷史
CBChubb LtdStock7,116$231.9 萬0.1%−157−2.2%減碼歷史
WDCWestern Digital CorpCOM8,548$231.2 萬0.1%+1,443+20.3%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF18,092$231.1 萬0.1%−10,626−37.0%減碼–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR65,201$231.1 萬0.1%+8,683+15.4%加碼歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF48,576$229.0 萬0.1%−39,032−44.6%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