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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/24 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
4,385
較 2026 年第 1 季 +5
總值
$29.6 億
較 2026 年第 1 季 −$3.08 億 (−9.4%)
申報日
2026/7/24
SEC
EverSource Wealth Advisors, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Growth ETF922908736ETF1,282,340$1.10 億3.7%−911,674−41.6%減碼依 6 比 1 拆股換算–
Vanguard Morningstar Value ETF922908744ETF376,246$8,200 萬2.8%−262,021−41.1%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF1,010,101$7,197 萬2.4%−950,578−48.5%減碼–
Praxis FDS74006E736IMPACT LARGE CAP1,509,765$5,891 萬2.0%−889,883−37.1%減碼–
AAPLApple Inc.Stock191,650$5,546 萬1.9%−63,139−24.8%減碼歷史
Praxis FDS74006E744IMPACT LARGE CAP1,440,018$5,016 萬1.7%−922,610−39.1%減碼–
IAUiShares Gold TrustETF655,374$4,949 萬1.7%−11,071−1.7%減碼歷史
NVDANVIDIA CorpStock242,540$4,853 萬1.6%−31,000−11.3%減碼歷史
AMATApplied Materials IncStock51,878$3,751 萬1.3%−4,215−7.5%減碼歷史
GOOGLAlphabet Inc.Stock103,812$3,710 萬1.3%−17,626−14.5%減碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF382,859$3,509 萬1.2%−96,508−20.1%減碼–
TSLATesla, Inc.Stock81,299$3,419 萬1.2%−5,185−6.0%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF90,866$3,362 萬1.1%−30,712−25.3%減碼–
AMZNAmazon Com IncStock140,524$3,349 萬1.1%−21,619−13.3%減碼歷史
AVGOBroadcom Inc.Stock87,009$3,287 萬1.1%−15,970−15.5%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF510,235$3,174 萬1.1%−8,234−1.6%減碼–
Vanguard S&P 500 ETF922908363ETF45,760$3,143 萬1.1%−2,890−5.9%減碼–
APOApollo Global Management, Inc.COM254,392$3,010 萬1.0%−6,009−2.3%減碼歷史
MSFTMicrosoft CorpStock80,326$2,996 萬1.0%−15,162−15.9%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF123,689$2,927 萬1.0%−3,071−2.4%減碼–
Vanguard Short-Term Bond ETF921937827ETF369,592$2,879 萬1.0%−195,126−34.6%減碼–
ASMLASML Holding NVADR14,139$2,813 萬0.9%−919−6.1%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF580,195$2,574 萬0.9%−109,545−15.9%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF414,758$2,476 萬0.8%−365,873−46.9%減碼–
FBTCFidelity Wise Origin Bitcoin FundSHS458,888$2,343 萬0.8%+6,513+1.4%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT521,110$2,318 萬0.8%+25,216+5.1%加碼–
SPYSPDR S&P 500 ETF TrustETF30,403$2,270 萬0.8%+322+1.1%加碼歷史
iShares Core S&P 500 ETF464287200ETF28,276$2,118 萬0.7%−3,823−11.9%減碼–
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM949,401$2,116 萬0.7%+256,499+37.0%加碼–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT611,144$2,116 萬0.7%+58,645+10.6%加碼–
iShares Core Dividend Growth ETF46434V621ETF275,263$2,086 萬0.7%−7,595−2.7%減碼–
American Centy ETF Tr025072703INTL EQT ETF231,308$2,063 萬0.7%−46,068−16.6%減碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE156,391$1,998 萬0.7%−1,642−1.0%減碼–
Vanguard Total International Bond ETF92203J407ETF411,825$1,994 萬0.7%−348,630−45.8%減碼–
Invesco QQQ Trust Series I46090E103ETF26,836$1,976 萬0.7%−273−1.0%減碼–
Ea Series Trust02072L532BRID OMN SMA ETF674,171$1,968 萬0.7%+26,773+4.1%加碼–
ETF Opportunities Trust26923N405APPLIED FINA VAL425,032$1,966 萬0.7%−75,690−15.1%減碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY524,928$1,956 萬0.7%−1,593−0.3%減碼–
GOOGAlphabet Inc.Stock51,190$1,809 萬0.6%−22,376−30.4%減碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT381,423$1,800 萬0.6%+60,154+18.7%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF58,318$1,768 萬0.6%−51,706−47.0%減碼–
DELLDell Technologies Inc.Stock38,636$1,667 萬0.6%−1,229−3.1%減碼歷史
iShares MSCI Eafe ETF464287465ETF154,929$1,609 萬0.5%+9,508+6.5%加碼–
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE540,869$1,595 萬0.5%+41,423+8.3%加碼–
PLTRPalantir Technologies Inc.Stock127,814$1,491 萬0.5%−7,885−5.8%減碼歷史
PIMCO ETF Tr72201R585MULTISECTOR BD556,814$1,477 萬0.5%−40,033−6.7%減碼–
Vanguard Instl Index FD9220408450 3 MO TR BI ETF194,532$1,472 萬0.5%−59,043−23.3%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS247,096$1,457 萬0.5%−18,829−7.1%減碼–
PGRProgressive CorpStock66,007$1,442 萬0.5%−2,126−3.1%減碼歷史
CRHCRH Public Ltd CoORD134,019$1,434 萬0.5%−1,145−0.8%減碼歷史
Pgim ETF Tr69344A834AAA CLO ETF271,017$1,390 萬0.5%−3,450−1.3%減碼–
METAMeta Platforms, Inc.Stock24,259$1,366 萬0.5%−2,721−10.1%減碼歷史
MUMicron Technology IncStock10,987$1,268 萬0.4%−3,930−26.3%減碼歷史
Dimensional ETF Trust25434V625US COR EQU 1 ETF153,132$1,255 萬0.4%−16,139−9.5%減碼–
Elevation Series Trust210322202SOVE CAP FLOU FD409,027$1,215 萬0.4%−191,687−31.9%減碼–
FANGDiamondback Energy, Inc.Stock69,039$1,214 萬0.4%−1,215−1.7%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock15,526$1,185 萬0.4%−946−5.7%減碼歷史
JPMJPMorgan Chase & CoStock35,950$1,177 萬0.4%−14,462−28.7%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF29,733$1,171 萬0.4%+29,504+12,883.8%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS198,148$1,153 萬0.4%+35,669+22.0%加碼–
Fidelity Covington Trust31609A404ENHANCED INTL275,674$1,106 萬0.4%−64,244−18.9%減碼–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT230,319$1,053 萬0.4%+1,856+0.8%加碼–
iShares Tr464288588MBS ETF111,311$1,052 萬0.4%−3,178−2.8%減碼–
KKRKKR & Co. Inc.COM108,313$994.1 萬0.3%−7,496−6.5%減碼歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF212,186$993.2 萬0.3%−172,104−44.8%減碼–
Vanguard Total Bond Market ETF921937835ETF131,163$962.9 萬0.3%−1,407−1.1%減碼–
BRK.BBerkshire Hathaway IncStock19,227$962.1 萬0.3%−3,122−14.0%減碼歷史
PANWPalo Alto Networks IncStock28,178$960.9 萬0.3%−8,325−22.8%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF124,258$953.1 萬0.3%−98,081−44.1%減碼–
HOODRobinhood Markets, Inc.Stock94,096$943.6 萬0.3%+4,256+4.7%加碼歷史
WMTWalmart Inc.Stock81,600$924.2 萬0.3%−31,851−28.1%減碼歷史
AZOAutoZone IncCOM2,788$890.9 萬0.3%−237−7.8%減碼歷史
LLYEli Lilly & CoStock7,378$885.1 萬0.3%−2,242−23.3%減碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND123,953$854.4 萬0.3%−107,680−46.5%減碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF164,247$842.4 萬0.3%+118,201+256.7%加碼–
POOLPool CorpCOM37,236$800.2 萬0.3%+36,313+3,934.2%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM139,974$790.6 萬0.3%+6,551+4.9%加碼–
CIENCiena CorpCOM NEW15,877$778.9 萬0.3%−4,635−22.6%減碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF93,263$764.2 萬0.3%+130+0.1%加碼–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF26,542$759.3 萬0.3%+3,088+13.2%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT153,273$755.3 萬0.3%+39,288+34.5%加碼–
HQYHealthequity, Inc.COM83,393$753.2 萬0.3%+17,503+26.6%加碼歷史
HDHome Depot, Inc.Stock21,338$752.6 萬0.3%−15,874−42.7%減碼歷史
BXBlackstone Inc.COM63,714$749.7 萬0.3%+717+1.1%加碼歷史
RBARB Global Inc.COM64,122$746.7 萬0.3%−3,962−5.8%減碼歷史
Vanguard Total World Stock ETF922042742ETF45,585$715.5 萬0.2%+562+1.2%加碼–
KEXKirby CorpCOM52,084$708.2 萬0.2%−66−0.1%減碼歷史
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV47,603$696.2 萬0.2%−260−0.5%減碼–
Amplify ETF Tr032108722CWP INTL ENHANCE165,082$693.3 萬0.2%+9,293+6.0%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF171,979$691.5 萬0.2%+2,907+1.7%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD86,651$684.8 萬0.2%−148,970−63.2%減碼–
AMDAdvanced Micro Devices IncStock11,542$670.5 萬0.2%−710−5.8%減碼歷史
Amplify ETF Tr032108409CWP ENHANCED DIV144,310$659.5 萬0.2%−9,310−6.1%減碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE119,826$659.2 萬0.2%−68,901−36.5%減碼–
GNRCGenerac Holdings Inc.Stock22,479$658.2 萬0.2%+13,462+149.3%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF41,632$657.9 萬0.2%+970+2.4%加碼–
CVXChevron CorpStock39,462$654.1 萬0.2%−6,086−13.4%減碼歷史
AMGNAmgen IncStock17,477$632.9 萬0.2%−2,209−11.2%減碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF163,517$623.5 萬0.2%+2,003+1.2%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF76,916$623.4 萬0.2%+8,946+13.2%加碼–

選擇權(7 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 2 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–$201.6 萬
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$136.0 萬–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$82.1 萬–
SPYSPDR S&P 500 ETF TrustETF$29.9 萬–
SoFi Technologies Inc CLL Opt 12/26 16.0 Cal8592889WWStock–$8,965
Summit Therapeutics Inc CLL Opt 10/26 14.0 Cal8500699RNStock–$7,285
Snap Inc CLL Opt 10/26 6.0 Cal8500739XRStock–$4,440

2026 年第 1 季之後清倉(206 檔)

2026 年第 1 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 206 檔。

EverSource Wealth Advisors, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
XOMExxonMobil Holdings CorpCOM60,927$1,034 萬0.3%歷史
HONHoneywell International IncCOM4,901$110.8 萬<0.1%歷史
BOILProShares Trust IIETF33,534$54.1 萬<0.1%歷史
GROBrazil Potash Corp.COMMON SHARES138,839$45.0 萬<0.1%歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$44.2 萬<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,107$28.0 萬<0.1%–
CTRACoterra Energy Inc.Stock7,515$26.4 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,390$22.9 萬<0.1%–
Nextplat Corp Com New68557F100Stock580,686$21.6 萬<0.1%–
TERNTerns Pharmaceuticals, Inc.COM3,689$19.4 萬<0.1%歷史
MASIMasimo CorpCOM1,064$18.9 萬<0.1%歷史
ALSumisho Air Lease CorpCL A2,436$15.8 萬<0.1%歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,724$13.8 萬<0.1%–
TRIThomson Reuters CorpCOM NO PAR1,318$11.9 萬<0.1%歷史
HOLXHologic IncCOM1,450$11.0 萬<0.1%歷史
MCWMister Car Wash, Inc.COM15,125$10.5 萬<0.1%歷史
PRAProassurance CorpCOM4,059$10.0 萬<0.1%歷史
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC3,189$9.02 萬<0.1%–
OSOneStream, Inc.CL A3,626$8.70 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM1,756$8.21 萬<0.1%歷史
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$8.04 萬<0.1%歷史
HTBKHeritage Commerce CorpCOM6,391$7.98 萬<0.1%歷史
CSGSCSG Systems International IncCOM973$7.78 萬<0.1%歷史
OXLCOxford Lane Capital Corp.COM7,000$6.85 萬<0.1%歷史
USALiberty All Star Equity FundSH BEN INT12,000$6.66 萬<0.1%歷史
IAUXi-80 Gold Corp.COM43,322$6.58 萬<0.1%歷史
American Centy ETF Tr025072372EMERGING MKT VAL1,075$6.45 萬<0.1%–
Clearway Energy, Inc.18539C105CL A1,451$5.68 萬<0.1%–
CWANClearwater Analytics Holdings, Inc.CL A2,367$5.60 萬<0.1%歷史
APLSApellis Pharmaceuticals, Inc.COM1,219$4.90 萬<0.1%歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF633$4.73 萬<0.1%–
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS2,554$4.70 萬<0.1%歷史
SEESealed Air CorpCOM1,067$4.49 萬<0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS1,973$4.46 萬<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW259$4.46 萬<0.1%歷史
MAPSWM Technology, Inc.COM62,989$4.15 萬<0.1%歷史
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,937$3.93 萬<0.1%歷史
FOLDAmicus Therapeutics, Inc.COM2,700$3.90 萬<0.1%歷史
ABTCAmerican Bitcoin Corp.COM CL A40,000$3.70 萬<0.1%歷史
ANLAdlai Nortye Group Ltd.ADS4,794$3.32 萬<0.1%歷史
ProShares Tr74349Y498ULTRA XRP ETF8,888$3.28 萬<0.1%–
American Centy ETF Tr025072885US EQT ETF266$2.96 萬<0.1%–
BAKBraskem SASP ADR PFD A7,704$2.82 萬<0.1%歷史
STKLSunOpta Inc.COM4,333$2.81 萬<0.1%歷史
FFICFlushing Financial CorpCOM1,797$2.76 萬<0.1%歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$2.71 萬<0.1%歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS558$2.69 萬<0.1%歷史
NVRIEnviri CorpCOM1,315$2.58 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,402$2.49 萬<0.1%–
VREVeris Residential, Inc.COM1,234$2.33 萬<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM1,309$2.16 萬<0.1%歷史
PKSTPeakstone Realty TrustCommon Stock1,014$2.12 萬<0.1%歷史
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.91 萬<0.1%–
Carnival Corp Ltd.14365C103ADR719$1.85 萬<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K1750$1.82 萬<0.1%–
iShares Tr464288257MSCI ACWI ETF130$1.80 萬<0.1%–
ALITAlight, Inc. / DelawareCOM CL A29,702$1.73 萬<0.1%歷史
EHABEnhabit, Inc.COM1,202$1.69 萬<0.1%歷史
American Centy ETF Tr025072364INTERNATIONAL LR226$1.69 萬<0.1%–
KENKenon Holdings Ltd.SHS205$1.69 萬<0.1%歷史
MHDBlackRock Muniholdings Fund, Inc.COM1,490$1.68 萬<0.1%歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.61 萬<0.1%歷史
NBTXNanobiotix S.A.SPONSORED ADS514$1.59 萬<0.1%歷史
TRMDTORM plcSHS CL A506$1.41 萬<0.1%歷史
NWGLCL Workshop Group LtdADS16,584$1.40 萬<0.1%歷史
DAWNDay One Biopharmaceuticals, Inc.Stock637$1.37 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF62$1.27 萬<0.1%–
CVGWCalavo Growers IncCOM483$1.25 萬<0.1%歷史
CPACCementos Pacasmayo SaaSPONSORED ADR1,163$1.16 萬<0.1%歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE92$1.15 萬<0.1%–
GDENNew Royal Holdco I Inc.COM403$1.08 萬<0.1%歷史
UDMYUdemy, Inc.COM2,328$1.08 萬<0.1%歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD384$1.07 萬<0.1%歷史
EWCZEuropean Wax Center, Inc.CLASS A COM1,809$1.05 萬<0.1%歷史
SLNOSoleno Therapeutics IncCOM301$1.01 萬<0.1%歷史
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,349$9,936<0.1%歷史
ADAGAdagene Inc.ADS2,473$9,694<0.1%歷史
AKO.BAndina Bottling Co IncSPON ADR B370$9,331<0.1%歷史
PHARPharming Group N.V.SPON ADS557$9,268<0.1%歷史
DAOYoudao, Inc.SPONSORED ADS912$8,965<0.1%歷史
ACLXArcellx, Inc.COMMON STOCK78$8,954<0.1%歷史
MQMarqeta, Inc.CLASS A COM2,191$8,939<0.1%歷史
Goldman Sachs ETF Tr381430453ACCESS HIG YLD200$8,914<0.1%–
HQHorizon Quantum Holdings Ltd.CL A ORD SHS1,000$8,790<0.1%歷史
MBUUMalibu Boats, Inc.COM CL A339$8,787<0.1%歷史
FOCLEdap TMS SASPONSORED ADR2,330$8,668<0.1%歷史
Sprott FDS Tr85208P303URANIUM MINERS E134$8,462<0.1%–
EVAXEvaxion A/SADR2,266$8,430<0.1%歷史
SCOProShares Trust IIULSHT BLOOMB OIL1,000$8,320<0.1%歷史
Northeast BK Portland Me66405S100COM74$8,316<0.1%–
Bank First Corporation Com05676F108Stock60$8,104<0.1%–
IONRioneer LtdADS1,888$8,033<0.1%歷史
NKTRNektar TherapeuticsCOM111$7,987<0.1%歷史
iShares Tr464288174GL TIMB FORE ETF111$7,856<0.1%–
TURBTurbo Energy, S.A.SPON ADS2,861$7,639<0.1%歷史
SEMRSEMrush Holdings, Inc.CL A COM624$7,451<0.1%歷史
BBARBanco BBVA Argentina S.A.SPONSORED ADS448$7,195<0.1%歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6,950<0.1%–
KWKennedy-Wilson Holdings, Inc.COM623$6,740<0.1%歷史
TGENTecogen Inc.COM NEW2,500$6,400<0.1%歷史