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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
LYBLyondellBasell Industries N.V.SHS - A -4,972$40.1 萬<0.1%+734+17.3%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE4,716$39.9 萬<0.1%+1,253+36.2%加碼歷史
WCCWesco International IncCOM1,457$39.9 萬<0.1%+368+33.8%加碼歷史
EBAYeBay IncCOM4,363$39.7 萬<0.1%+700+19.1%加碼歷史
ADSKAutodesk, Inc.COM1,657$39.7 萬<0.1%−12−0.7%減碼歷史
iShares Tr46428865310-20 YR TRS ETF3,916$39.4 萬<0.1%+530+15.7%加碼–
AIGAmerican International Group, Inc.Stock5,239$39.4 萬<0.1%+673+14.7%加碼歷史
SWSmurfit Westrock plcStock9,877$39.4 萬<0.1%+3,847+63.8%加碼歷史
ARMKAramarkCOM9,698$39.3 萬<0.1%−1,435−12.9%減碼歷史
METMetlife IncStock5,542$39.2 萬<0.1%−366−6.2%減碼歷史
BHPBHP Group LtdADR5,386$39.2 萬<0.1%+2,033+60.6%加碼歷史
EQTEQT CorpStock6,154$39.2 萬<0.1%+236+4.0%加碼歷史
WTWWillis Towers Watson PLCSHS1,336$38.9 萬<0.1%+401+42.9%加碼歷史
iShares Tr464287150CORE S&P TTL STK2,727$38.8 萬<0.1%−36−1.3%減碼–
DLRDigital Realty Trust, Inc.COM2,150$38.7 萬<0.1%+213+11.0%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM6,845$38.7 萬<0.1%+752+12.3%加碼歷史
GWWW.W. Grainger, Inc.Stock354$38.6 萬<0.1%+101+39.9%加碼歷史
BABAAlibaba Group Holding LtdADR3,078$38.6 萬<0.1%+111+3.7%加碼歷史
FLSFlowserve CorpCOM5,245$38.6 萬<0.1%+1,090+26.2%加碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN6,384$38.6 萬<0.1%+3,189+99.8%加碼–
BPOPPopular, Inc.COM NEW2,873$38.5 萬<0.1%−354−11.0%減碼歷史
MDBMongoDB, Inc.CL A1,570$38.4 萬<0.1%+212+15.6%加碼歷史
BlackRock ETF Trust09290C780ISHA I IN TE ETF11,638$38.3 萬<0.1%+2,523+27.7%加碼–
AWIArmstrong World Industries IncCOM2,326$38.3 萬<0.1%+123+5.6%加碼歷史
MTCHMatch Group, Inc.COM12,452$38.2 萬<0.1%+1,149+10.2%加碼歷史
CMSCMS Energy CorpCOM4,927$38.2 萬<0.1%+868+21.4%加碼歷史
ITWIllinois Tool Works IncStock1,466$38.2 萬<0.1%+334+29.5%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF7,224$38.1 萬<0.1%+6,180+592.0%加碼歷史
INGING Groep NVSPONSORED ADR14,582$38.0 萬<0.1%+1,844+14.5%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW3,458$37.9 萬<0.1%+710+25.8%加碼–
COOCooper Companies, Inc.COM5,297$37.9 萬<0.1%+601+12.8%加碼歷史
ANAutonation, Inc.COM1,938$37.8 萬<0.1%−21−1.1%減碼歷史
PFNPIMCO Income Strategy Fund IICOM54,843$37.8 萬<0.1%−1,010,896−94.9%減碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA7,480$37.7 萬<0.1%+7,480新進–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,007$37.6 萬<0.1%−2,268−31.2%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF3,773$37.5 萬<0.1%−3,064−44.8%減碼–
CBOECboe Global Markets, Inc.COM1,330$37.4 萬<0.1%+242+22.2%加碼歷史
EGPEastgroup Properties IncCOM2,016$37.3 萬<0.1%+75+3.9%加碼歷史
YOUClear Secure, Inc.COM CL A7,701$37.3 萬<0.1%+1,238+19.2%加碼歷史
DKNGDraftKings Inc.Stock17,161$37.1 萬<0.1%+5,655+49.1%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF11,974$37.1 萬<0.1%−1,275−9.6%減碼–
URIUnited Rentals, Inc.COM507$37.0 萬<0.1%−84−14.2%減碼歷史
STZConstellation Brands, Inc.Stock2,461$36.9 萬<0.1%−997−28.8%減碼歷史
FLOFlowers Foods IncCOM45,262$36.9 萬<0.1%+38,414+561.0%加碼歷史
BALLBALL CorpCOM6,241$36.9 萬<0.1%+2,823+82.6%加碼歷史
TWTradeweb Markets Inc.Stock3,107$36.6 萬<0.1%+567+22.3%加碼歷史
EXCExelon CorpStock7,450$36.5 萬<0.1%+1,640+28.2%加碼歷史
RGAReinsurance Group of America IncCOM NEW1,787$36.5 萬<0.1%+243+15.7%加碼歷史
AAAlcoa CorpStock5,483$36.4 萬<0.1%+886+19.3%加碼歷史
KRKroger CoStock5,019$36.3 萬<0.1%+1,583+46.1%加碼歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF10,023$36.3 萬<0.1%+2,144+27.2%加碼–
THCTenet Healthcare CorpCOM NEW1,919$36.2 萬<0.1%−614−24.2%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,495$35.9 萬<0.1%+203+15.7%加碼–
IPInternational Paper CoCOM10,036$35.8 萬<0.1%+820+8.9%加碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,843$35.8 萬<0.1%00.0%不變–
VMCVulcan Materials COCOM1,314$35.8 萬<0.1%+14+1.1%加碼歷史
EWEdwards Lifesciences CorpStock4,459$35.7 萬<0.1%−459−9.3%減碼歷史
ESIElement Solutions IncCOM10,450$35.7 萬<0.1%+385+3.8%加碼歷史
PBProsperity Bancshares IncCOM5,280$35.5 萬<0.1%+1,719+48.3%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,476$35.3 萬<0.1%+2,628+68.3%加碼–
Vanguard Emerging Markets Government Bond ETF921946885ETF5,351$35.2 萬<0.1%+3,128+140.7%加碼–
PRIMPrimoris Services CorpStock2,456$35.1 萬<0.1%+317+14.8%加碼歷史
EGOEldorado Gold CorpCOM10,216$35.1 萬<0.1%+819+8.7%加碼歷史
PNRPENTAIR plcSHS4,026$35.1 萬<0.1%−1,736−30.1%減碼歷史
iShares Tr464287556ISHARES BIOTECH2,074$35.0 萬<0.1%+27+1.3%加碼–
Fidelity Covington Trust31609A305ENHANCED LARGE9,340$35.0 萬<0.1%−47−0.5%減碼–
PRUPrudential Financial IncStock3,576$34.9 萬<0.1%+546+18.0%加碼歷史
MTGMgic Investment CorpCOM13,310$34.9 萬<0.1%−2,954−18.2%減碼歷史
NUENucor CorpCOM2,064$34.9 萬<0.1%+314+17.9%加碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,025$34.9 萬<0.1%−200−2.8%減碼–
DECKDeckers Outdoor CorpCOM3,482$34.9 萬<0.1%+1,034+42.2%加碼歷史
APPAppLovin CorpCOM CL A871$34.7 萬<0.1%+30+3.6%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT11,590$34.5 萬<0.1%+3,254+39.0%加碼歷史
LLoews CorpCOM3,227$34.4 萬<0.1%+423+15.1%加碼歷史
NINisource Inc.COM7,375$34.4 萬<0.1%+394+5.6%加碼歷史
LENLennar CorpCL A3,955$34.3 萬<0.1%+1,800+83.5%加碼歷史
CCKCrown Holdings, Inc.COM3,424$34.3 萬<0.1%−430−11.2%減碼歷史
MTBM&T Bank CorpCOM1,657$34.3 萬<0.1%+328+24.7%加碼歷史
CASYCaseys General Stores IncCOM470$34.2 萬<0.1%+155+49.2%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM4,165$34.2 萬<0.1%+1,140+37.7%加碼歷史
VIKViking Holdings LtdORD SHS4,623$34.0 萬<0.1%+1,784+62.8%加碼歷史
PODDInsulet CorpStock1,614$33.9 萬<0.1%+1,291+399.7%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR11,540$33.8 萬<0.1%+4,790+71.0%加碼歷史
GSKGSK plcADR6,092$33.6 萬<0.1%+2,457+67.6%加碼歷史
NTNXNutanix, Inc.Stock8,838$33.6 萬<0.1%+1,138+14.8%加碼歷史
ALLEAllegion plcORD SHS2,306$33.5 萬<0.1%−14−0.6%減碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL3,573$33.5 萬<0.1%+1,561+77.6%加碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE7,547$33.5 萬<0.1%+601+8.7%加碼–
American Centy ETF Tr025072349US LARGE CAP VLU4,151$33.5 萬<0.1%−4,678−53.0%減碼–
HMCHonda Motor Co LtdADR ECH CNV IN 313,745$33.4 萬<0.1%+3,793+38.1%加碼歷史
COINCoinbase Global, Inc.COM CL A1,913$33.4 萬<0.1%+524+37.7%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS13,386$33.3 萬<0.1%+3,438+34.6%加碼歷史
DDOGDatadog, Inc.CL A COM2,821$33.3 萬<0.1%+171+6.5%加碼歷史
EWBCEast West Bancorp IncCOM3,116$33.3 萬<0.1%+504+19.3%加碼歷史
First Tr Exchange-Traded FD336917109SHS6,502$33.0 萬<0.1%00.0%不變–
GLGlobe Life Inc.COM2,366$32.9 萬<0.1%+91+4.0%加碼歷史
KDPKeurig Dr Pepper Inc.COM12,485$32.9 萬<0.1%−10,747−46.3%減碼歷史
OSKOshkosh CorpCOM2,224$32.7 萬<0.1%+204+10.1%加碼歷史
BBarrick Mining CorpStock8,021$32.7 萬<0.1%+3,691+85.2%加碼歷史
MCHPMicrochip Technology IncStock5,062$32.7 萬<0.1%+1,383+37.6%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