跳到主要內容

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
BACBank of America CorpStock46,883$228.5 萬0.1%+3,371+7.7%加碼歷史
PSXPhillips 66Stock12,446$226.8 萬0.1%+3,007+31.9%加碼歷史
HALHalliburton CoStock57,789$225.3 萬0.1%+10,593+22.4%加碼歷史
Strategy Shs86280R787EVENTIDE US MRKT85,428$223.6 萬0.1%+37,127+76.9%加碼–
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP50,099$221.3 萬0.1%+1,470+3.0%加碼–
iShares U S ETF Tr46431W507SHOR DURA BD ETF43,230$219.8 萬0.1%+5,231+13.8%加碼–
BMYBristol Myers Squibb CoStock36,170$219.4 萬0.1%+7,313+25.3%加碼歷史
FDXFedEx CorpStock6,055$215.7 萬0.1%+903+17.5%加碼歷史
LRCXLam Research CorpStock10,009$213.9 萬0.1%+1,252+14.3%加碼歷史
Franklin Templeton ETF Tr35473P652FTSE EUROPE58,148$211.4 萬0.1%+24,309+71.8%加碼–
CRMSalesforce, Inc.Stock11,249$210.0 萬0.1%+2,056+22.4%加碼歷史
PNFPPinnacle Financial Partners, Inc.COM24,276$209.1 萬0.1%+3,216+15.3%加碼歷史
Etfis Ser Tr I26923G707VIRTUS NEWFLEET91,888$209.0 萬0.1%+22,624+32.7%加碼–
RBB Fund Trust75526L860TWEEDY BROWNE151,282$207.6 萬0.1%+133,137+733.7%加碼–
RSGRepublic Services, Inc.COM9,418$206.3 萬0.1%+3,470+58.3%加碼歷史
PEPPepsiCo IncStock13,254$205.8 萬0.1%+437+3.4%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF66,892$204.0 萬0.1%−6,360−8.7%減碼–
ABTAbbott LaboratoriesStock19,689$202.1 萬0.1%+5,269+36.5%加碼歷史
AXPAmerican Express CoStock6,639$200.8 萬0.1%+715+12.1%加碼歷史
iShares Russell 1000 Value ETF464287598ETF9,388$200.6 萬0.1%−709−7.0%減碼–
Timothy Plan887432334INTL ETF54,720$197.2 萬0.1%−6,796−11.0%減碼–
AFLAflac IncStock17,831$195.6 萬0.1%+13,961+360.7%加碼歷史
DGXQuest Diagnostics IncCOM9,603$188.2 萬0.1%+3,647+61.2%加碼歷史
Dimensional ETF Trust25434V567GLOBAL CR ETF34,697$187.8 萬0.1%−4,234−10.9%減碼–
PMPhilip Morris International Inc.Stock11,331$187.4 萬0.1%+1,876+19.8%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF40,493$184.3 萬0.1%+991+2.5%加碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT56,922$183.4 萬0.1%−6,975−10.9%減碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF18,209$183.1 萬0.1%+17,938+6,619.2%加碼–
LKQLKQ CorpCOM61,629$181.0 萬0.1%+2,800+4.8%加碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT80,435$180.9 萬0.1%+5,208+6.9%加碼歷史
CCitigroup IncStock15,887$180.2 萬0.1%+2,760+21.0%加碼歷史
MCDMcDonalds CorpStock5,777$179.6 萬0.1%+1,265+28.0%加碼歷史
APHAmphenol CorpCL A14,144$178.7 萬0.1%+3,476+32.6%加碼歷史
FHNFirst Horizon CorpCOM78,364$178.4 萬0.1%+4,102+5.5%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,909$177.8 萬0.1%+3,293+91.1%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF18,832$177.5 萬0.1%+6,657+54.7%加碼–
Strategy Shs86280R811EVEN HIGH DI ETF60,993$176.9 萬0.1%+24,443+66.9%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF34,912$176.7 萬0.1%+26,327+306.7%加碼–
VRTVertiv Holdings CoCOM CL A7,036$176.3 萬0.1%+2,055+41.3%加碼歷史
GNRCGenerac Holdings Inc.Stock9,017$176.1 萬0.1%+8,326+1,204.9%加碼歷史
Capital Group Core Balanced14021D107SHS51,145$176.0 萬0.1%+51,145新進–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF35,643$174.2 萬0.1%+12,777+55.9%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT29,702$172.8 萬0.1%+2,783+10.3%加碼–
EOGEOG Resources IncStock11,953$172.8 萬0.1%+4,561+61.7%加碼歷史
PNCPNC Financial Services Group, Inc.Stock8,249$171.7 萬0.1%+899+12.2%加碼歷史
ProShares Tr74347X864ULTRPRO S&P50017,568$170.4 萬0.1%+1,982+12.7%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF22,240$170.2 萬0.1%−916−4.0%減碼–
PKGPackaging Corp of AmericaStock7,958$168.9 萬0.1%+2,651+50.0%加碼歷史
BCBrunswick CorpCOM23,075$167.9 萬0.1%−50−0.2%減碼歷史
SCHWSchwab Charles CorpStock17,843$167.7 萬0.1%+1,351+8.2%加碼歷史
Direxion Shs ETF Tr25459W862DRX S&P500BULL8,966$165.8 萬0.1%+1,939+27.6%加碼–
Timothy Plan887432326HIG DV STK ETF39,944$165.2 萬0.1%−5,082−11.3%減碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT49,221$164.2 萬0.1%+1,247+2.6%加碼–
UNPUnion Pacific CorpStock6,729$163.3 萬<0.1%+961+16.7%加碼歷史
GMGeneral Motors CoCOM21,862$162.9 萬<0.1%+4,246+24.1%加碼歷史
UPSUnited Parcel Service IncStock16,391$161.3 萬<0.1%+924+6.0%加碼歷史
SNOWSnowflake Inc.Stock10,629$160.3 萬<0.1%−3,635−25.5%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV10,972$160.1 萬<0.1%+12+0.1%加碼–
FTITechnipFMC plcCOM23,143$160.0 萬<0.1%+2,457+11.9%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF62,244$159.6 萬<0.1%−3,891−5.9%減碼–
EIXEdison InternationalStock21,761$159.2 萬<0.1%+2,259+11.6%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF3,895$158.8 萬<0.1%−986−20.2%減碼–
IBMInternational Business Machines CorpStock6,545$158.6 萬<0.1%+1,495+29.6%加碼歷史
ANETArista Networks, Inc.Stock12,907$158.5 萬<0.1%+191+1.5%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR72,646$157.4 萬<0.1%+25,145+52.9%加碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF46,541$157.2 萬<0.1%−9,894−17.5%減碼–
PCGPG&E CorpStock89,298$156.9 萬<0.1%+13,478+17.8%加碼歷史
INTCIntel CorpStock35,434$156.4 萬<0.1%−8,589−19.5%減碼歷史
AB Active ETFs Inc00039J830SHOR DU YIEL ETF43,960$156.1 萬<0.1%−1,894−4.1%減碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF18,820$155.7 萬<0.1%+3,231+20.7%加碼–
CVSCVS Health CorpStock21,506$154.5 萬<0.1%+5,495+34.3%加碼歷史
Uscf ETF Tr90290T809SUMMERHAVEN K156,495$153.9 萬<0.1%+56,495新進–
MRSHMarsh & McLennan Companies, Inc.Stock8,809$152.8 萬<0.1%+2,545+40.6%加碼歷史
iShares S&P 500 Value ETF464287408ETF7,169$151.4 萬<0.1%+600+9.1%加碼–
iShares Tr464288448INTL SEL DIV ETF35,551$151.3 萬<0.1%−10.0%減碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,344$150.8 萬<0.1%+4,866+88.8%加碼–
NEMNEWMONT CorpStock13,928$150.8 萬<0.1%+1,631+13.3%加碼歷史
UNHUnitedHealth Group IncStock5,550$150.2 萬<0.1%+120+2.2%加碼歷史
DUKDuke Energy CORPStock11,403$149.3 萬<0.1%+2,426+27.0%加碼歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA29,882$148.8 萬<0.1%+355+1.2%加碼–
iShares Tr46428743220 YR TR BD ETF17,156$148.7 萬<0.1%+436+2.6%加碼–
GDGeneral Dynamics CorpStock4,320$148.3 萬<0.1%−125−2.8%減碼歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V37,507$147.9 萬<0.1%−5,236−12.2%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF29,915$147.7 萬<0.1%−1,990−6.2%減碼–
SPDR Series Trust78468R523ST STR BL 12 ETF14,826$147.4 萬<0.1%−2,912−16.4%減碼–
iShares Tr46435G425ESG AWR MSCI USA10,391$146.9 萬<0.1%+2,388+29.8%加碼–
VZVerizon Communications IncStock29,186$146.5 萬<0.1%+2,502+9.4%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,880$145.2 萬<0.1%+517+37.9%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF49,760$145.0 萬<0.1%−6,342−11.3%減碼–
TTTrane Technologies plcSHS3,448$143.7 萬<0.1%+645+23.0%加碼歷史
KEYSKeysight Technologies, Inc.Stock5,081$143.5 萬<0.1%+1,844+57.0%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID35,546$142.1 萬<0.1%+2,254+6.8%加碼–
DVNDevon Energy CorpStock27,934$140.6 萬<0.1%+3,084+12.4%加碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF53,443$140.4 萬<0.1%−18,655−25.9%減碼–
WMWaste Management IncStock6,102$140.2 萬<0.1%+829+15.7%加碼歷史
iShares Tr464287390LATN AMER 40 ETF39,211$139.3 萬<0.1%+13,216+50.8%加碼–
SFBSServisFirst Bancshares, Inc.COM19,116$139.2 萬<0.1%+8,836+86.0%加碼歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN29,133$139.0 萬<0.1%+3,859+15.3%加碼歷史
GLWCorning IncCOM10,223$139.0 萬<0.1%+1,351+15.2%加碼歷史
EMEEMCOR Group, Inc.Stock1,875$138.4 萬<0.1%+674+56.1%加碼歷史

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 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