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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
BNYBank of New York Mellon CorpStock7,837$93.0 萬<0.1%+2,173+38.4%加碼歷史
SPOTSpotify Technology S.A.Stock1,909$92.6 萬<0.1%+414+27.7%加碼歷史
ADPAutomatic Data Processing IncStock4,552$92.5 萬<0.1%+1,847+68.3%加碼歷史
TTETotalEnergies SEACT10,074$91.7 萬<0.1%+1,104+12.3%加碼歷史
TMToyota Motor CorpADS4,444$91.6 萬<0.1%+1,139+34.5%加碼歷史
TXNTexas Instruments IncStock4,677$90.8 萬<0.1%+850+22.2%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR9,093$90.7 萬<0.1%+2,967+48.4%加碼歷史
Schwab International Small-Cap Equity ETF808524888ETF19,373$90.5 萬<0.1%−2,576−11.7%減碼–
MOAltria Group, Inc.Stock13,718$90.5 萬<0.1%+3,283+31.5%加碼歷史
MSIMotorola Solutions, Inc.Stock2,069$89.8 萬<0.1%+513+33.0%加碼歷史
KMIKinder Morgan, Inc.Stock26,773$89.8 萬<0.1%+7,130+36.3%加碼歷史
TSNTyson Foods, Inc.Stock13,968$89.5 萬<0.1%+2,489+21.7%加碼歷史
Eventide International ETF86280R761ETF35,354$89.2 萬<0.1%+15,331+76.6%加碼–
LOWLowes Companies IncStock3,766$89.0 萬<0.1%+222+6.3%加碼歷史
INTUIntuit Inc.Stock2,050$88.7 萬<0.1%+619+43.3%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF26,904$88.6 萬<0.1%−2,849−9.6%減碼–
ENBEnbridge IncStock16,372$88.6 萬<0.1%+2,536+18.3%加碼歷史
iShares Inc464286764MSCI SPAIN ETF16,285$88.4 萬<0.1%+3,320+25.6%加碼–
FITBFifth Third BancorpCOM18,997$88.3 萬<0.1%+15,187+398.6%加碼歷史
iShares Tr464289859CORE 80 20 ETF9,883$87.5 萬<0.1%00.0%不變–
ULTAUlta Beauty, Inc.Stock1,670$87.3 萬<0.1%+637+61.7%加碼歷史
NETCloudflare, Inc.CL A COM4,186$86.4 萬<0.1%−719−14.7%減碼歷史
NYTNew York Times CoCL A10,243$85.8 萬<0.1%+2,687+35.6%加碼歷史
iShares Tr464288885EAFE GRWTH ETF7,663$85.4 萬<0.1%+3,623+89.7%加碼–
EVREvercore Inc.CLASS A2,859$85.3 萬<0.1%+1,085+61.2%加碼歷史
AONAon plcCL A2,638$85.1 萬<0.1%+1,054+66.5%加碼歷史
BSXBoston Scientific CorpStock13,502$84.7 萬<0.1%+5,802+75.4%加碼歷史
NDAQNasdaq, Inc.COM9,970$84.6 萬<0.1%+558+5.9%加碼歷史
USBUS Bancorp DECOM NEW16,241$84.5 萬<0.1%+1,276+8.5%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS12,625$84.1 萬<0.1%+5,739+83.3%加碼歷史
TRVTravelers Companies, Inc.Stock2,869$83.7 萬<0.1%+857+42.6%加碼歷史
NKENIKE, Inc.Stock15,725$83.1 萬<0.1%+12,349+365.8%加碼歷史
CICigna GroupStock3,112$83.0 萬<0.1%+1,608+106.9%加碼歷史
AEPAmerican Electric Power Co IncStock6,323$82.9 萬<0.1%+303+5.0%加碼歷史
FTNTFortinet, Inc.Stock10,129$82.8 萬<0.1%+2,549+33.6%加碼歷史
MEDPMedpace Holdings, Inc.COM1,720$82.6 萬<0.1%−296−14.7%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF10,889$81.9 萬<0.1%+4,227+63.4%加碼–
CMECME Group Inc.COM2,765$81.7 萬<0.1%+787+39.8%加碼歷史
AGQProShares Trust IIULTRA SILVER NEW6,816$81.5 萬<0.1%+900+15.2%加碼歷史
CLColgate Palmolive CoStock9,548$81.4 萬<0.1%+2,401+33.6%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,476$81.1 萬<0.1%+632+22.2%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS47,567$80.7 萬<0.1%+12,888+37.2%加碼歷史
MPWRMonolithic Power Systems, Inc.COM734$80.2 萬<0.1%−15−2.0%減碼歷史
iShares Tr464287721U.S. TECH ETF4,382$79.5 萬<0.1%+781+21.7%加碼–
SHELShell plcADR8,530$79.3 萬<0.1%+1,323+18.4%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM2,861$78.7 萬<0.1%+449+18.6%加碼歷史
MDTMedtronic plcStock9,037$78.3 萬<0.1%−777−7.9%減碼歷史
TFCTruist Financial CorpCOM17,023$78.3 萬<0.1%+1,195+7.5%加碼歷史
EQIXEquinix IncCOM797$78.1 萬<0.1%+277+53.3%加碼歷史
SHOPShopify Inc.Stock6,534$77.5 萬<0.1%+917+16.3%加碼歷史
CBRECbre Group, Inc.CL A5,712$77.4 萬<0.1%+1,801+46.0%加碼歷史
Schwab U.S. REIT ETF808524847ETF35,831$77.0 萬<0.1%−3,610−9.2%減碼–
UBSUBS Group AGStock19,605$76.6 萬<0.1%+6,105+45.2%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF13,447$76.4 萬<0.1%+3,429+34.2%加碼–
ROSTRoss Stores, Inc.COM3,464$75.0 萬<0.1%+755+27.9%加碼歷史
BURLBurlington Stores, Inc.COM2,292$74.6 萬<0.1%+1,371+148.9%加碼歷史
NVTnVent Electric plcSHS6,273$74.2 萬<0.1%+1,063+20.4%加碼歷史
CMCSAComcast CorpStock25,717$73.8 萬<0.1%+8,560+49.9%加碼歷史
AXONAxon Enterprise, Inc.COM1,736$73.7 萬<0.1%+162+10.3%加碼歷史
TELTE Connectivity plcStock3,524$73.7 萬<0.1%+1,152+48.6%加碼歷史
RFRegions Financial CorpCOM28,129$73.5 萬<0.1%+2,668+10.5%加碼歷史
AITApplied Industrial Technologies IncCOM2,751$73.0 萬<0.1%+614+28.7%加碼歷史
CMGChipotle Mexican Grill IncCOM22,740$72.8 萬<0.1%−2,167−8.7%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK5,399$72.7 萬<0.1%+883+19.6%加碼歷史
GRMNGarmin LtdSHS3,133$72.7 萬<0.1%+628+25.1%加碼歷史
AZNAstraZeneca PLCADR3,678$72.5 萬<0.1%−299−7.5%減碼依 1 比 2 拆股換算歷史
iShares Tr4642886613 7 YR TREAS BD6,097$72.3 萬<0.1%−556−8.4%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF12,762$72.2 萬<0.1%+45+0.4%加碼–
AMEAmetek IncCOM3,357$72.0 萬<0.1%+675+25.2%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS33,134$71.8 萬<0.1%+10,369+45.5%加碼歷史
BKRBaker Hughes CoCL A11,736$71.7 萬<0.1%+3,146+36.6%加碼歷史
Vanguard World FD921910691ESG US CORP BD11,380$71.5 萬<0.1%+5,956+109.8%加碼–
ROPRoper Technologies IncStock2,012$71.2 萬<0.1%+208+11.5%加碼歷史
ZMZoom Communications, Inc.Stock8,831$71.0 萬<0.1%−3,503−28.4%減碼歷史
WCNWaste Connections, Inc.COM4,312$70.1 萬<0.1%+65+1.5%加碼歷史
BPBP PLCADR14,861$69.8 萬<0.1%+684+4.8%加碼歷史
HASHasbro, Inc.COM7,352$68.8 萬<0.1%−22−0.3%減碼歷史
GDXUBank of MontrealMICROSCTR 3X LEV3,415$68.8 萬<0.1%−3,694−52.0%減碼歷史
SANBanco Santander, S.A.ADR60,702$68.5 萬<0.1%+21,327+54.2%加碼歷史
CPAYCorpay, Inc.COM SHS2,351$68.4 萬<0.1%+989+72.6%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock10,195$68.4 萬<0.1%−866−7.8%減碼歷史
CSXCSX CorpStock16,559$68.0 萬<0.1%+3,097+23.0%加碼歷史
MDLZMondelez International, Inc.Stock11,766$67.8 萬<0.1%+390+3.4%加碼歷史
HLTHilton Worldwide Holdings Inc.COM2,220$67.5 萬<0.1%−438−16.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock1,507$67.2 萬<0.1%+416+38.1%加碼歷史
CFGCitizens Financial Group IncCOM11,206$67.2 萬<0.1%+1,599+16.6%加碼歷史
First Tr Exchange-Traded FD33734H106SHS14,284$67.2 萬<0.1%+823+6.1%加碼–
PWRQuanta Services, Inc.COM1,222$67.1 萬<0.1%+415+51.4%加碼歷史
ProShares Tr74349Y704ULTRA BITCOIN ET57,139$66.5 萬<0.1%+7,452+15.0%加碼–
EMREmerson Electric CoStock5,074$66.5 萬<0.1%+434+9.4%加碼歷史
MLIMueller Industries IncCOM5,990$66.4 萬<0.1%+629+11.7%加碼歷史
ADMArcher-Daniels-Midland CoStock9,118$66.3 萬<0.1%+3,316+57.2%加碼歷史
BDXBecton Dickinson & CoStock4,192$65.9 萬<0.1%+58+1.4%加碼歷史
COKECoca-Cola Consolidated, Inc.COM3,423$65.6 萬<0.1%+468+15.8%加碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF16,079$65.6 萬<0.1%+3,106+23.9%加碼–
FNFabrinetSHS1,255$65.5 萬<0.1%+291+30.2%加碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF14,327$65.4 萬<0.1%−88−0.6%減碼–
SHWSherwin Williams CoCOM2,024$64.9 萬<0.1%−28−1.4%減碼歷史
UTHRUnited Therapeutics CorpCOM1,094$64.9 萬<0.1%−194−15.1%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR32,834$64.8 萬<0.1%+1,972+6.4%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