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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
IQVIQVIA Holdings Inc.Stock2,958$50.4 萬<0.1%−641−17.8%減碼歷史
MARMarriott International IncStock1,542$50.4 萬<0.1%+341+28.4%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT12,614$50.1 萬<0.1%+2,207+21.2%加碼–
Strategy Shs86280R118EVENTIDE LARGE C21,420$50.0 萬<0.1%+9,287+76.5%加碼–
TOLToll Brothers, Inc.COM3,635$49.6 萬<0.1%+283+8.4%加碼歷史
OMCOmnicom Group Inc.COM6,580$49.6 萬<0.1%+970+17.3%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,983$49.5 萬<0.1%+312+18.7%加碼歷史
LECOLincoln Electric Holdings IncCOM1,975$49.2 萬<0.1%+331+20.1%加碼歷史
VanEck ETF Trust92189F601URANI NUCLE ETF3,692$49.2 萬<0.1%+2,533+218.6%加碼–
ULUnilever PLCSPON ADR NEW8,605$49.0 萬<0.1%+4,350+102.2%加碼歷史
CTASCintas CorpStock2,854$48.3 萬<0.1%+869+43.8%加碼歷史
SRESempraStock4,965$48.2 萬<0.1%+886+21.7%加碼歷史
EFXEquifax IncCOM2,672$48.1 萬<0.1%+998+59.6%加碼歷史
ESEversource EnergyStock6,941$48.1 萬<0.1%+2,340+50.9%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW1111,359$48.0 萬<0.1%+3,250+40.1%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR25,896$48.0 萬<0.1%+12,669+95.8%加碼歷史
RIORio Tinto PLCADR5,134$47.9 萬<0.1%+1,544+43.0%加碼歷史
CARRCarrier Global CorpStock8,471$47.7 萬<0.1%+2,157+34.2%加碼歷史
ORIOld Republic International CorpCOM11,951$47.7 萬<0.1%−159−1.3%減碼歷史
OKEONEOK IncCOM5,237$47.3 萬<0.1%+1,906+57.2%加碼歷史
EXELExelixis, Inc.COM11,015$47.2 萬<0.1%−1,396−11.2%減碼歷史
KMXCarMax IncCOM11,341$47.2 萬<0.1%+3,607+46.6%加碼歷史
NRGNRG Energy, Inc.Stock3,225$47.1 萬<0.1%−31−1.0%減碼歷史
TDGTransDigm Group INCCOM405$47.0 萬<0.1%+21+5.5%加碼歷史
ITTItt Inc.COM2,461$46.9 萬<0.1%+1,488+152.9%加碼歷史
LULUlululemon athletica inc.Stock3,062$46.9 萬<0.1%+2,500+444.8%加碼歷史
iShares Tr464288414NATIONAL MUN ETF4,416$46.9 萬<0.1%+487+12.4%加碼–
ATOAtmos Energy CorpCOM2,536$46.8 萬<0.1%+1,034+68.8%加碼歷史
IVZInvesco Ltd.Stock19,269$46.8 萬<0.1%+4,880+33.9%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$46.6 萬<0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock1,623$46.6 萬<0.1%+131+8.8%加碼歷史
EDConsolidated Edison IncStock4,073$46.1 萬<0.1%+1,188+41.2%加碼歷史
MTDMettler Toledo International IncCOM363$45.8 萬<0.1%+61+20.2%加碼歷史
AUAngloGold Ashanti PLCCOM SHS4,698$45.7 萬<0.1%+1,408+42.8%加碼歷史
iShares Tr464287861EUROPE ETF6,725$45.7 萬<0.1%+1,406+26.4%加碼–
Listed FDS Tr53656F599SWAN HEDGED EQTY18,446$45.6 萬<0.1%+4,119+28.7%加碼–
iShares Tr46436E767ESG MSCI USA ETF8,232$45.4 萬<0.1%+290+3.7%加碼–
Vanguard Long-Term Treasury ETF92206C847ETF8,193$45.4 萬<0.1%−5,632−40.7%減碼–
UGIUgi CorpStock12,434$45.3 萬<0.1%+2,592+26.3%加碼歷史
GROBrazil Potash Corp.COMMON SHARES138,839$45.0 萬<0.1%+5,937+4.5%加碼歷史
SYFSynchrony FinancialCOM6,588$44.8 萬<0.1%+970+17.3%加碼歷史
NTRANatera, Inc.COM2,240$44.8 萬<0.1%−849−27.5%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,656$44.8 萬<0.1%+1,811+31.0%加碼歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET2,025$44.3 萬<0.1%+2,025新進歷史
SPDR Series Trust78464A805ST STR PR SP15005,596$44.2 萬<0.1%−48−0.9%減碼–
HCAHCA Healthcare, Inc.COM935$44.2 萬<0.1%+38+4.2%加碼歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$44.2 萬<0.1%00.0%不變–
CAGConagra Brands Inc.Stock28,012$44.0 萬<0.1%+11,314+67.8%加碼歷史
MTZMastec IncCOM1,368$44.0 萬<0.1%+145+11.9%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock2,707$44.0 萬<0.1%+1,469+118.7%加碼歷史
EAElectronic Arts Inc.COM2,158$44.0 萬<0.1%+186+9.4%加碼歷史
Vanguard Mun BD FDS922907738INTERMEDIATE TRM4,395$43.9 萬<0.1%−421−8.7%減碼–
VEEVVeeva Systems IncStock2,487$43.7 萬<0.1%+250+11.2%加碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS23,291$43.6 萬<0.1%−4,091−14.9%減碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD18,255$43.6 萬<0.1%−871−4.6%減碼–
AXSAxis Capital Holdings LtdSHS4,289$43.5 萬<0.1%+301+7.5%加碼歷史
iShares Inc464286517JP MORGAN EM ETF10,653$43.5 萬<0.1%+3,024+39.6%加碼–
TXRHTexas Roadhouse, Inc.COM2,631$43.5 萬<0.1%+1,220+86.5%加碼歷史
TSEMTower Semiconductor LtdSHS NEW2,461$43.2 萬<0.1%+1,980+411.6%加碼歷史
CPRTCopart IncCOM13,007$43.2 萬<0.1%+5,755+79.4%加碼歷史
ITGartner IncCOM2,718$43.0 萬<0.1%+771+39.6%加碼歷史
RLRalph Lauren CorpCL A1,251$43.0 萬<0.1%+79+6.7%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,230$42.8 萬<0.1%+4+0.1%加碼–
J P Morgan Exchange Traded F46641Q159INCOME ETF9,270$42.7 萬<0.1%+3,972+75.0%加碼–
MOHMolina Healthcare, Inc.COM3,199$42.6 萬<0.1%+2,604+437.6%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM9,373$42.6 萬<0.1%−44−0.5%減碼–
OSISOsi Systems IncCOM1,605$42.6 萬<0.1%+130+8.8%加碼歷史
DDominion Energy, IncStock6,890$42.6 萬<0.1%+438+6.8%加碼歷史
RKTRocket Companies, Inc.Stock29,872$42.6 萬<0.1%+11,394+61.7%加碼歷史
GGenpact LTDSHS11,392$42.4 萬<0.1%+4,320+61.1%加碼歷史
ACGLArch Capital Group Ltd.Stock4,404$42.3 萬<0.1%+564+14.7%加碼歷史
CAHCardinal Health IncStock2,001$42.3 萬<0.1%+109+5.8%加碼歷史
AEMAgnico Eagle Mines LtdStock2,077$42.2 萬<0.1%+614+42.0%加碼歷史
BCSBarclays PLCADR19,860$42.0 萬<0.1%+4,821+32.1%加碼歷史
EEni SpASPONSORED ADR7,401$41.9 萬<0.1%+210+2.9%加碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR8,968$41.9 萬<0.1%+3,963+79.2%加碼歷史
KVUEKenvue Inc.Stock24,245$41.8 萬<0.1%+11,788+94.6%加碼歷史
GPNGlobal Payments IncStock6,188$41.7 萬<0.1%+4,176+207.6%加碼歷史
SFStifel Financial CorpCOM5,609$41.5 萬<0.1%+3,258+138.6%加碼歷史
NTRSNorthern Trust CorpCOM2,965$41.4 萬<0.1%+560+23.3%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,519$41.4 萬<0.1%−892−16.5%減碼–
STLDSteel Dynamics IncCOM2,292$41.3 萬<0.1%+656+40.1%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF16,098$41.2 萬<0.1%−5,669−26.0%減碼–
PCARPaccar IncCOM3,568$41.2 萬<0.1%+439+14.0%加碼歷史
DOVDOVER CorpCOM1,973$41.1 萬<0.1%+222+12.7%加碼歷史
USFDUS Foods Holding Corp.COM4,453$41.1 萬<0.1%−269−5.7%減碼歷史
CHDChurch & Dwight Co IncCOM4,392$41.0 萬<0.1%+1,455+49.5%加碼歷史
WWDWoodward, Inc.COM1,140$40.8 萬<0.1%+247+27.7%加碼歷史
NXTNextpower Inc.Stock3,385$40.8 萬<0.1%+2,071+157.6%加碼歷史
FISFidelity National Information Services, Inc.Stock8,684$40.7 萬<0.1%+3,906+81.7%加碼歷史
ONOn Semiconductor CorpStock6,565$40.7 萬<0.1%+2,471+60.4%加碼歷史
MHKMohawk Industries IncCOM4,129$40.7 萬<0.1%+2,560+163.2%加碼歷史
SITESiteOne Landscape Supply, Inc.COM3,049$40.6 萬<0.1%+1,185+63.6%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF2,613$40.5 萬<0.1%+786+43.0%加碼–
HLIHoulihan Lokey, Inc.CL A2,822$40.5 萬<0.1%+344+13.9%加碼歷史
IDXXIDEXX Laboratories IncCOM720$40.5 萬<0.1%+7+1.0%加碼歷史
ROKRockwell Automation, IncStock1,126$40.4 萬<0.1%+177+18.7%加碼歷史
FCFSFirstCash Holdings, Inc.COM2,137$40.2 萬<0.1%+362+20.4%加碼歷史
LAMRLamar Advertising CoREIT3,170$40.2 萬<0.1%+97+3.2%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF11,952$40.1 萬<0.1%+5,951+99.2%加碼–

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