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Livermore
Livermore
中文EN

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
iShares Tr464288570ESG MSCI KLD ETF5,330$64.6 萬<0.1%−518−8.9%減碼–
MMM3M CoStock4,443$64.5 萬<0.1%−230−4.9%減碼歷史
HWMHowmet Aerospace Inc.Stock2,799$64.5 萬<0.1%+770+37.9%加碼歷史
Vanguard Wellington FD921935870SHORT TRM TAX EX6,337$64.1 萬<0.1%−9,391−59.7%減碼–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD10,417$63.9 萬<0.1%+3,757+56.4%加碼歷史
MSCIMSCI Inc.Stock1,183$63.8 萬<0.1%+249+26.7%加碼歷史
VSTVistra Corp.Stock4,230$63.6 萬<0.1%−180−4.1%減碼歷史
HPEHewlett Packard Enterprise CoCOM26,485$63.1 萬<0.1%+8,342+46.0%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM3,220$62.9 萬<0.1%+367+12.9%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD7,019$62.7 萬<0.1%−740−9.5%減碼–
ILMNIllumina, Inc.COM5,080$62.6 萬<0.1%−897−15.0%減碼歷史
MRVLMarvell Technology, Inc.COM6,302$62.4 萬<0.1%−230−3.5%減碼歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,441$62.3 萬<0.1%−56−0.7%減碼–
Franklin Templeton ETF Tr35473P686FTSE TAIWAN9,030$61.5 萬<0.1%+3,544+64.6%加碼–
WPMWheaton Precious Metals Corp.COM4,660$61.1 萬<0.1%+875+23.1%加碼歷史
SYYSysco CorpStock8,543$60.9 萬<0.1%+2,829+49.5%加碼歷史
ALLAllstate CorpStock2,937$60.9 萬<0.1%+335+12.9%加碼歷史
CBSHCommerce Bancshares IncStock12,360$60.8 萬<0.1%+348+2.9%加碼歷史
UALUnited Airlines Holdings, Inc.COM6,590$60.7 萬<0.1%+768+13.2%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$60.6 萬<0.1%00.0%不變–
RPRXRoyalty Pharma plcSHS CLASS A12,629$60.6 萬<0.1%+3,094+32.4%加碼歷史
STESTERIS plcSHS USD2,735$60.5 萬<0.1%−894−24.6%減碼歷史
MNSTMonster Beverage CorpCOM8,315$60.2 萬<0.1%−296−3.4%減碼歷史
NBIXNeurocrine Biosciences IncStock4,557$60.0 萬<0.1%+202+4.6%加碼歷史
CORCencora, Inc.Stock1,907$59.9 萬<0.1%+274+16.8%加碼歷史
HBANHuntington Bancshares IncCOM38,172$59.7 萬<0.1%+6,276+19.7%加碼歷史
SPGSimon Property Group Inc.REIT3,203$59.7 萬<0.1%+251+8.5%加碼歷史
SONYSony Group CorpSPONSORED ADR28,781$59.6 萬<0.1%+11,980+71.3%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF12,171$59.6 萬<0.1%+1,552+14.6%加碼–
PYPLPayPal Holdings, Inc.Stock13,036$59.0 萬<0.1%+2,459+23.2%加碼歷史
ELVElevance Health, Inc.Stock2,012$58.9 萬<0.1%+11+0.5%加碼歷史
SBUXStarbucks CorpStock6,574$58.9 萬<0.1%+2,005+43.9%加碼歷史
BIIBBiogen Inc.COM3,178$58.3 萬<0.1%+780+32.5%加碼歷史
RBB FD Inc74933W452F/M US TREASURY11,663$58.2 萬<0.1%−1,059−8.3%減碼–
JHGJanus Henderson Group Ltd.ORD SHS11,309$58.1 萬<0.1%+1,276+12.7%加碼歷史
BMOBank of MontrealCOM4,286$58.0 萬<0.1%+620+16.9%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,992$57.9 萬<0.1%+560+39.1%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM1,523$57.9 萬<0.1%+44+3.0%加碼歷史
SFMSprouts Farmers Market, Inc.COM7,497$57.8 萬<0.1%+3,678+96.3%加碼歷史
SLBSLB LimitedStock11,245$57.8 萬<0.1%+2,947+35.5%加碼歷史
HLNHaleon plcADR57,526$57.6 萬<0.1%+22,508+64.3%加碼歷史
ACNAccenture plcStock2,894$57.4 萬<0.1%−950−24.7%減碼歷史
MOSMosaic CoCOM22,450$57.2 萬<0.1%+12,227+119.6%加碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA17,347$57.1 萬<0.1%+7,406+74.5%加碼–
iShares Tr46435G672CORE INTL AGGR11,395$57.0 萬<0.1%+3,770+49.4%加碼–
Vanguard Information Technology ETF92204A702ETF818$57.0 萬<0.1%+2+0.2%加碼–
HIGHartford Insurance Group, Inc.Stock4,199$56.8 萬<0.1%+213+5.3%加碼歷史
IMOImperial Oil LtdCOM NEW4,336$56.7 萬<0.1%+1,653+61.6%加碼歷史
iShares Tr464288760US AER DEF ETF2,592$56.7 萬<0.1%−313−10.8%減碼–
MCOMoodys CorpStock1,300$56.7 萬<0.1%+373+40.2%加碼歷史
CWCurtiss Wright CorpStock832$56.7 萬<0.1%+151+22.2%加碼歷史
EXPEExpedia Group, Inc.Stock2,453$56.6 萬<0.1%−2,080−45.9%減碼歷史
DOWDow Inc.Stock13,534$56.4 萬<0.1%+10,534+351.1%加碼歷史
Schwab Strategic Tr8085247141 5YR CORP BD22,749$56.2 萬<0.1%+3,560+18.6%加碼–
iShares Tr464288513IBOXX HI YD ETF7,042$56.0 萬<0.1%−1,827−20.6%減碼–
EHCEncompass Health CorpCOM5,757$55.7 萬<0.1%+585+11.3%加碼歷史
COLBColumbia Banking System, Inc.COM20,287$55.6 萬<0.1%+1,041+5.4%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF11,454$55.3 萬<0.1%+5,749+100.8%加碼–
FISVFiserv IncStock9,903$55.3 萬<0.1%+2,915+41.7%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF10,486$55.0 萬<0.1%−65−0.6%減碼–
BWABorgwarner IncCOM10,129$55.0 萬<0.1%−788−7.2%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR109,264$55.0 萬<0.1%+25,222+30.0%加碼歷史
ATIAti IncStock3,756$54.6 萬<0.1%−111−2.9%減碼歷史
PAYXPaychex IncStock5,929$54.6 萬<0.1%+2,671+82.0%加碼歷史
TNGXTango Therapeutics, Inc.COM26,026$54.4 萬<0.1%+380+1.5%加碼歷史
ROLRollins IncCOM10,131$54.1 萬<0.1%−1,658−14.1%減碼歷史
VRSNVerisign IncCOM2,177$54.1 萬<0.1%+23+1.1%加碼歷史
EXEExpand Energy CorpCOM4,927$54.1 萬<0.1%+2,337+90.2%加碼歷史
BOILProShares Trust IIETF33,534$54.1 萬<0.1%−4,111−10.9%減碼歷史
TXTTextron IncCOM6,172$54.0 萬<0.1%−323−5.0%減碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF11,496$53.9 萬<0.1%−7,023−37.9%減碼–
AMTAmerican Tower CorpREIT3,124$53.9 萬<0.1%−735−19.0%減碼歷史
ORealty Income CorpREIT8,809$53.9 萬<0.1%+1,040+13.4%加碼歷史
LVSLas Vegas Sands CorpCOM9,982$53.8 萬<0.1%−1,023−9.3%減碼歷史
TGTTarget CorpStock4,420$53.6 萬<0.1%+716+19.3%加碼歷史
ECLEcolab Inc.Stock2,008$53.4 萬<0.1%+103+5.4%加碼歷史
Vanguard Real Estate ETF922908553ETF6,003$53.2 萬<0.1%+1,405+30.6%加碼–
EPDEnterprise Products Partners L.P.Stock14,063$53.2 萬<0.1%+2,251+19.1%加碼歷史
AJGArthur J. Gallagher & Co.COM2,455$53.2 萬<0.1%−340−12.2%減碼歷史
AAgilent Technologies, Inc.COM4,661$53.1 萬<0.1%+692+17.4%加碼歷史
WECWec Energy Group, Inc.Stock4,584$53.1 萬<0.1%+411+9.8%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF3,635$53.0 萬<0.1%−1,160−24.2%減碼–
SAPSAP SEADR3,082$52.8 萬<0.1%+84+2.8%加碼歷史
Angel Oak Funds Trust03463K752OAK ULTRASHORT10,333$52.7 萬<0.1%+2,834+37.8%加碼–
UGAUnited States Gasoline Fund, LPUNITS5,079$52.5 萬<0.1%+2,498+96.8%加碼歷史
IBNIcici Bank LtdADR20,257$52.5 萬<0.1%+3,648+22.0%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS5,777$52.4 萬<0.1%+2,312+66.7%加碼歷史
CALMCal-Maine Foods IncCOM NEW6,599$52.2 萬<0.1%+5,787+712.7%加碼歷史
FASTFastenal CoStock11,256$52.2 萬<0.1%+2,655+30.9%加碼歷史
CDNSCadence Design Systems IncStock1,874$52.0 萬<0.1%+83+4.6%加碼歷史
Strategy Shs86280R134EVENTIDE SMALL C19,893$52.0 萬<0.1%+8,623+76.5%加碼–
DINOHF Sinclair CorpCOM8,335$52.0 萬<0.1%+1,381+19.9%加碼歷史
FIVEFive Below, IncCOM2,275$52.0 萬<0.1%+650+40.0%加碼歷史
VTRVentas, Inc.REIT6,320$51.7 萬<0.1%−306−4.6%減碼歷史
LHLabcorp Holdings Inc.Stock1,937$51.7 萬<0.1%+689+55.2%加碼歷史
iShares Tr46435U218ESG MSCI LEADR4,532$51.5 萬<0.1%−332−6.8%減碼–
TTCToro CoCOM5,472$51.1 萬<0.1%+942+20.8%加碼歷史
Global X FDS37954Y830GLOBAL X COPPER6,696$51.1 萬<0.1%+4,696+234.8%加碼–
MKTXMarketaxess Holdings IncCOM3,098$51.1 萬<0.1%+272+9.6%加碼歷史
MFCManulife Financial CorpCOM14,766$50.9 萬<0.1%+4,661+46.1%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