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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
TERTeradyne, IncStock4,660$138.1 萬<0.1%+904+24.1%加碼歷史
ADIAnalog Devices IncStock4,339$138.0 萬<0.1%+1,056+32.2%加碼歷史
ADBEAdobe Inc.Stock5,655$137.5 萬<0.1%+1,273+29.1%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF9,366$137.3 萬<0.1%−26−0.3%減碼–
QCOMQualcomm IncStock10,639$137.0 萬<0.1%+330+3.2%加碼歷史
WELLWelltower Inc.REIT6,844$135.3 萬<0.1%+785+13.0%加碼歷史
ARK Innovation ETF00214Q104ETF19,812$133.9 萬<0.1%+1,598+8.8%加碼–
JBHTHunt J B Transport Services IncCOM6,303$133.6 萬<0.1%+883+16.3%加碼歷史
FCXFreeport-McMoran IncStock22,653$133.2 萬<0.1%+2,956+15.0%加碼歷史
Pgim ETF Tr69344A768ULTR SHO MUN ETF26,259$132.2 萬<0.1%+26,259新進–
TMOThermo Fisher Scientific Inc.Stock2,684$131.9 萬<0.1%+935+53.5%加碼歷史
NEENextera Energy IncStock14,147$131.4 萬<0.1%+1,517+12.0%加碼歷史
Unified Ser Tr90470L444ONEASCENT INTL30,491$131.3 萬<0.1%+15,297+100.7%加碼–
ORLYO Reilly Automotive IncStock14,206$131.1 萬<0.1%+197+1.4%加碼歷史
BKNGBooking Holdings Inc.Stock307$129.4 萬<0.1%+54+21.3%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF2,095$129.2 萬<0.1%+345+19.7%加碼歷史
COFCapital One Financial CorpStock7,075$129.1 萬<0.1%−118−1.6%減碼歷史
ETNEaton Corp plcStock3,603$128.9 萬<0.1%+484+15.5%加碼歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN7,774$128.8 萬<0.1%+6,861+751.5%加碼–
Schwab Strategic Tr808524862SHT TM US TRES52,828$128.2 萬<0.1%−4,876−8.5%減碼–
iShares Russell 2000 ETF464287655ETF5,149$127.7 萬<0.1%+993+23.9%加碼–
iShares Core S&P Small Cap ETF464287804ETF10,271$127.7 萬<0.1%−1,761−14.6%減碼–
BLKBlackRock, Inc.Stock1,326$127.5 萬<0.1%+463+53.7%加碼歷史
iShares S&P 100 ETF464287101ETF3,999$127.2 萬<0.1%−477−10.7%減碼–
NOWServiceNow, Inc.Stock12,076$126.2 萬<0.1%+1,467+13.8%加碼歷史
BABoeing CoStock6,340$126.2 萬<0.1%+1,179+22.8%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,391$126.1 萬<0.1%+404+10.1%加碼–
Exchange Place Advis301471108N SQ RCIM TAX-ADV PR49,677$125.9 萬<0.1%+49,677新進–
NOCNorthrop Grumman CorpStock1,844$125.8 萬<0.1%+236+14.7%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF6,080$125.1 萬<0.1%+715+13.3%加碼–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT22,519$123.5 萬<0.1%+22,519新進–
INCYIncyte CorpCOM13,070$123.0 萬<0.1%−191−1.4%減碼歷史
SPGIS&P Global Inc.Stock2,877$122.4 萬<0.1%+1,335+86.6%加碼歷史
DHRDanaher CorpStock6,449$122.3 萬<0.1%+1,432+28.5%加碼歷史
CMICummins IncStock2,271$122.2 萬<0.1%+408+21.9%加碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED30,293$121.5 萬<0.1%+551+1.9%加碼–
STXSeagate Technology Holdings plcORD SHS3,081$120.7 萬<0.1%+879+39.9%加碼歷史
WMBWilliams Companies, Inc.COM16,582$120.7 萬<0.1%−463−2.7%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD25,825$119.3 萬<0.1%+351+1.4%加碼–
TAT&T Inc.Stock41,135$119.3 萬<0.1%+9,303+29.2%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF40,791$118.6 萬<0.1%−4,222−9.4%減碼–
Schwab US Tips ETF808524870ETF44,493$118.4 萬<0.1%−2,104−4.5%減碼–
iShares Tr464288646ISHS 1-5YR INVS21,931$115.3 萬<0.1%+5,548+33.9%加碼–
SGOLabrdn Gold ETF TrustETF25,812$115.2 萬<0.1%−379−1.4%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF45,398$113.9 萬<0.1%−2,400−5.0%減碼–
RYRoyal Bank of CanadaStock7,001$113.2 萬<0.1%+1,524+27.8%加碼歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS44,025$112.5 萬<0.1%+4,924+12.6%加碼–
PHParker-Hannifin CorpStock1,255$112.4 萬<0.1%+75+6.4%加碼歷史
iShares Tr46435G193ESG AWRE USD ETF48,098$111.3 萬<0.1%+2,768+6.1%加碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF11,343$111.1 萬<0.1%−115,804−91.1%減碼–
HONHoneywell International IncCOM4,901$110.8 萬<0.1%+1,580+47.6%加碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF23,269$110.6 萬<0.1%+3,071+15.2%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD22,315$110.5 萬<0.1%+10,679+91.8%加碼–
AB Active ETFs Inc00039J103ULTRA SHORT INCM21,845$110.3 萬<0.1%+7,974+57.5%加碼–
SNDKSandisk CorpCOM1,724$109.5 萬<0.1%−1,052−37.9%減碼歷史
DALDelta Air Lines, Inc.COM NEW16,447$109.3 萬<0.1%+2,130+14.9%加碼歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT74,003$109.1 萬<0.1%+21,114+39.9%加碼–
ABNBAirbnb, Inc.Stock8,623$108.9 萬<0.1%+309+3.7%加碼歷史
TRGPTarga Resources Corp.COM4,305$108.0 萬<0.1%+451+11.7%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,967$107.6 萬<0.1%−15−0.2%減碼–
SYMSymbotic Inc.Stock20,168$107.3 萬<0.1%−599−2.9%減碼歷史
IIIVi3 Verticals, Inc.COM CL A47,626$106.5 萬<0.1%+13,095+37.9%加碼歷史
Capital Group International14021T102SHS31,030$102.7 萬<0.1%+24,570+380.3%加碼–
HSBCHSBC Holdings PLCSPON ADR NEW12,450$102.7 萬<0.1%+3,094+33.1%加碼歷史
DISWalt Disney CoStock10,652$102.7 萬<0.1%+2,796+35.6%加碼歷史
AMPAmeriprise Financial IncCOM2,308$102.6 萬<0.1%+477+26.1%加碼歷史
Schwab International Equity ETF808524805ETF41,432$102.5 萬<0.1%−6,166−13.0%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF16,703$102.3 萬<0.1%−8,424−33.5%減碼–
ETEnergy Transfer LPCOM UT LTD PTN52,892$102.1 萬<0.1%+3,710+7.5%加碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM9,095$102.0 萬<0.1%+8,176+889.7%加碼–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF27,976$101.2 萬<0.1%+9,005+47.5%加碼–
DGDollar General CorpCOM8,507$101.0 萬<0.1%+2,163+34.1%加碼歷史
TPRTapestry, Inc.COM7,118$100.4 萬<0.1%+344+5.1%加碼歷史
iShares Tr46435U853BROAD USD HIGH27,179$100.1 萬<0.1%+761+2.9%加碼–
PFEPfizer IncStock35,595$99.9 萬<0.1%+14,179+66.2%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock2,889$99.7 萬<0.1%+956+49.5%加碼歷史
JCIJohnson Controls International plcStock7,596$99.5 萬<0.1%+1,544+25.5%加碼歷史
NVSNovartis AGADR6,504$99.4 萬<0.1%+2,681+70.1%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF42,337$98.3 萬<0.1%+3,078+7.8%加碼–
XELXcel Energy IncStock12,354$98.1 萬<0.1%+469+3.9%加碼歷史
SYKStryker CorpStock2,981$98.0 萬<0.1%+1,035+53.2%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF39,184$97.6 萬<0.1%−1,594−3.9%減碼–
Innovator ETFs Trust45783Y681NASDAQ 100 MANA29,300$97.6 萬<0.1%−1,000−3.3%減碼–
PLDPrologis, Inc.REIT7,377$97.5 萬<0.1%+1,270+20.8%加碼歷史
SCCOSouthern Copper CorpStock5,646$97.2 萬<0.1%+1,667+41.9%加碼歷史
CNCCentene CorpStock29,511$96.6 萬<0.1%−5,716−16.2%減碼歷史
American Centy ETF Tr025072877US SML CP VALU8,695$96.1 萬<0.1%−3,032−25.9%減碼–
Dimensional ETF Trust25434V740EMERGING MKTS VA26,830$96.0 萬<0.1%−3,630−11.9%減碼–
ISRGIntuitive Surgical IncCOM NEW2,080$95.9 萬<0.1%+195+10.3%加碼歷史
ETREntergy CorpCOM8,524$95.8 萬<0.1%+804+10.4%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF4,024$95.6 萬<0.1%−387−8.8%減碼–
CCLCarnival Corp Ltd.Stock36,814$95.3 萬<0.1%+36,814新進歷史
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF34,915$94.8 萬<0.1%−2,986−7.9%減碼–
ICEIntercontinental Exchange, Inc.Stock6,021$94.7 萬<0.1%+1,007+20.1%加碼歷史
GISGeneral Mills IncStock25,425$94.6 萬<0.1%+11,392+81.2%加碼歷史
GILDGilead Sciences, Inc.Stock6,777$94.4 萬<0.1%+864+14.6%加碼歷史
TMUST-Mobile US, Inc.Stock4,495$94.4 萬<0.1%+1,887+72.4%加碼歷史
UGLProShares Trust IIULTRA GOLD15,363$94.4 萬<0.1%−10,654−41.0%減碼歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF13,435$94.2 萬<0.1%−1,082−7.5%減碼–
UBERUber Technologies, IncStock13,013$93.6 萬<0.1%+1,821+16.3%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