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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
PNFPPinnacle Financial Partners, Inc.COM22,201$224.0 萬0.1%−2,075−8.5%減碼歷史
RTXRTX CorpStock11,749$222.9 萬0.1%−2,797−19.2%減碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT52,096$220.5 萬0.1%+2,875+5.8%加碼–
iShares U S ETF Tr46431W507SHOR DURA BD ETF43,069$218.2 萬0.1%−161−0.4%減碼–
LINLinde PLCStock4,175$216.7 萬0.1%−1,197−22.3%減碼歷史
Uscf ETF Tr90290T809SUMMERHAVEN K181,879$216.5 萬0.1%+25,384+44.9%加碼–
Vanguard S&P 500 Growth ETF921932505ETF26,166$216.2 萬0.1%+2,796+12.0%加碼依 6 比 1 拆股換算–
KOCoca Cola CoStock26,422$214.7 萬0.1%−14,225−35.0%減碼歷史
TJXTJX Companies IncStock14,113$213.8 萬0.1%−4,625−24.7%減碼歷史
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF76,257$209.5 萬0.1%+41,342+118.4%加碼–
STXSeagate Technology Holdings plcORD SHS2,166$209.1 萬0.1%−915−29.7%減碼歷史
AXONAxon Enterprise, Inc.COM3,666$205.5 萬0.1%+1,930+111.2%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,632$205.0 萬0.1%−2,484−20.5%減碼–
Unified Ser Tr90470L444ONEASCENT INTL42,692$204.2 萬0.1%+12,201+40.0%加碼–
AB Active ETFs Inc00039J830SHOR DU YIEL ETF57,057$203.8 萬0.1%+13,097+29.8%加碼–
VLOValero Energy CorpStock7,819$203.6 萬0.1%−3,793−32.7%減碼歷史
PMPhilip Morris International Inc.Stock11,103$200.9 萬0.1%−228−2.0%減碼歷史
Timothy Plan887432334INTL ETF53,556$199.8 萬0.1%−1,164−2.1%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF57,179$199.0 萬0.1%−9,713−14.5%減碼–
Dimensional ETF Trust25434V781INTL SMALL CAP V49,268$197.7 萬0.1%+11,761+31.4%加碼–
AXPAmerican Express CoStock5,817$196.8 萬0.1%−822−12.4%減碼歷史
CBChubb LtdStock5,695$194.1 萬0.1%−1,421−20.0%減碼歷史
LMTLockheed Martin CorpStock3,795$193.3 萬0.1%−1,193−23.9%減碼歷史
MPCMarathon Petroleum CorpStock7,539$192.7 萬0.1%−6,596−46.7%減碼歷史
CCitigroup IncStock13,767$192.7 萬0.1%−2,120−13.3%減碼歷史
TERTeradyne, IncStock3,938$190.5 萬0.1%−722−15.5%減碼歷史
ARK Innovation ETF00214Q104ETF23,422$189.3 萬0.1%+3,610+18.2%加碼–
APHAmphenol CorpCL A10,697$188.6 萬0.1%−3,447−24.4%減碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD118,305$187.9 萬0.1%+112,120+1,812.8%加碼–
Dimensional ETF Trust25434V567GLOBAL CR ETF34,255$187.3 萬0.1%−442−1.3%減碼–
LKQLKQ CorpCOM70,413$185.4 萬0.1%+8,784+14.3%加碼歷史
IBMInternational Business Machines CorpStock6,578$185.0 萬0.1%+33+0.5%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF72,025$184.5 萬0.1%+71,010+6,996.1%加碼–
Capital Group Core Balanced14021D107SHS48,560$184.3 萬0.1%−2,585−5.1%減碼–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID36,857$184.3 萬0.1%+1,311+3.7%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF50,031$182.8 萬0.1%+3,490+7.5%加碼–
VRTVertiv Holdings CoCOM CL A5,425$181.6 萬0.1%−1,611−22.9%減碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM11,163$180.3 萬0.1%+2,068+22.7%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF35,633$180.2 萬0.1%+721+2.1%加碼–
PGProcter & Gamble CoStock12,108$177.6 萬0.1%−6,708−35.7%減碼歷史
Capital Group International14021T102SHS48,212$175.4 萬0.1%+17,182+55.4%加碼–
HALHalliburton CoStock51,400$174.5 萬0.1%−6,389−11.1%減碼歷史
BCBrunswick CorpCOM20,470$172.4 萬0.1%−2,605−11.3%減碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT88,591$172.4 萬0.1%+8,156+10.1%加碼歷史
PNCPNC Financial Services Group, Inc.Stock6,963$171.4 萬0.1%−1,286−15.6%減碼歷史
JBHTHunt J B Transport Services IncCOM5,799$167.8 萬0.1%−504−8.0%減碼歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN9,466$167.2 萬0.1%+1,692+21.8%加碼–
BMYBristol Myers Squibb CoStock28,598$164.8 萬0.1%−7,572−20.9%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF18,614$163.6 萬0.1%−3,626−16.3%減碼–
QCOMQualcomm IncStock8,797$162.6 萬0.1%−1,842−17.3%減碼歷史
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT26,844$161.8 萬0.1%+4,325+19.2%加碼–
GLWCorning IncCOM6,318$161.4 萬0.1%−3,905−38.2%減碼歷史
MCKMcKesson CorpStock2,133$161.2 萬0.1%−1,663−43.8%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV10,586$161.1 萬0.1%−386−3.5%減碼–
ANETArista Networks, Inc.Stock9,427$160.1 萬0.1%−3,480−27.0%減碼歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF32,626$159.4 萬0.1%−3,017−8.5%減碼–
FDXFedEx CorpStock5,042$157.9 萬0.1%−1,013−16.7%減碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT23,149$157.4 萬0.1%−6,553−22.1%減碼–
First Tr Exchange-Traded FD33738D879FT VEST RIS53,451$157.1 萬0.1%+9,426+21.4%加碼–
Strategy Shs86280R811EVEN HIGH DI ETF46,463$152.7 萬0.1%−14,530−23.8%減碼–
BABoeing CoStock7,008$151.7 萬0.1%+668+10.5%加碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED30,780$151.4 萬0.1%+487+1.6%加碼–
CNCCentene CorpStock23,418$150.3 萬0.1%−6,093−20.6%減碼歷史
CVSCVS Health CorpStock14,501$150.0 萬0.1%−7,005−32.6%減碼歷史
PSXPhillips 66Stock8,851$149.6 萬0.1%−3,595−28.9%減碼歷史
EIXEdison InternationalStock20,087$149.5 萬0.1%−1,674−7.7%減碼歷史
iShares Tr46435G425ESG AWR MSCI USA9,133$149.5 萬0.1%−1,258−12.1%減碼–
Schwab U.S. Large-Cap ETF808524201ETF50,742$149.3 萬0.1%−11,502−18.5%減碼–
Timothy Plan887432326HIG DV STK ETF35,043$148.2 萬<0.1%−4,901−12.3%減碼–
iShares Tr46434V613CORE UNIVRSL USD31,831$146.9 萬<0.1%+6,006+23.3%加碼–
UPSUnited Parcel Service IncStock13,637$146.6 萬<0.1%−2,754−16.8%減碼歷史
iShares Tr464288448INTL SEL DIV ETF35,212$145.9 萬<0.1%−339−1.0%減碼–
MRVLMarvell Technology, Inc.COM4,887$145.6 萬<0.1%−1,415−22.5%減碼歷史
UNPUnion Pacific CorpStock5,334$145.1 萬<0.1%−1,395−20.7%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF14,309$144.2 萬<0.1%−3,900−21.4%減碼–
Vanguard BD Index FDS92203C303VANGUARD ULTRA28,899$143.9 萬<0.1%−983−3.3%減碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT42,021$143.4 萬<0.1%−14,901−26.2%減碼–
ProShares Tr74347X864ULTRPRO S&P50010,101$143.2 萬<0.1%−7,467−42.5%減碼–
ABTAbbott LaboratoriesStock15,711$142.6 萬<0.1%−3,978−20.2%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF26,352$141.3 萬<0.1%−3,563−11.9%減碼–
WELLWelltower Inc.REIT6,183$140.3 萬<0.1%−661−9.7%減碼歷史
TMUST-Mobile US, Inc.Stock8,358$140.2 萬<0.1%+3,863+85.9%加碼歷史
SCHWSchwab Charles CorpStock15,136$139.7 萬<0.1%−2,707−15.2%減碼歷史
NBISNebius Group N.V.Stock5,007$138.3 萬<0.1%+4,796+2,273.0%加碼歷史
Ssga Active ETF Tr78467V103ST STR REAL ETF40,021$138.1 萬<0.1%+32,274+416.6%加碼–
TTTrane Technologies plcSHS2,796$137.4 萬<0.1%−652−18.9%減碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA27,257$137.2 萬<0.1%+19,777+264.4%加碼–
ADIAnalog Devices IncStock3,447$136.9 萬<0.1%−892−20.6%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF40,431$136.8 萬<0.1%−9,329−18.7%減碼–
GMGeneral Motors CoCOM17,749$136.8 萬<0.1%−4,113−18.8%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD27,537$136.4 萬<0.1%+5,222+23.4%加碼–
COFCapital One Financial CorpStock6,793$136.3 萬<0.1%−282−4.0%減碼歷史
Pgim ETF Tr69344A768ULTR SHO MUN ETF26,710$134.7 萬<0.1%+451+1.7%加碼–
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF50,868$134.2 萬<0.1%−2,575−4.8%減碼–
TXNTexas Instruments IncStock4,489$133.8 萬<0.1%−188−4.0%減碼歷史
COPConocoPhillipsStock12,774$132.8 萬<0.1%−7,493−37.0%減碼歷史
iShares Inc464286202MSCI AUSTRIA ETF30,799$130.4 萬<0.1%+29,728+2,775.7%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF5,939$130.3 萬<0.1%−6,889−53.7%減碼–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF27,356$129.7 萬<0.1%+4,087+17.6%加碼–
CMICummins IncStock1,803$128.6 萬<0.1%−468−20.6%減碼歷史

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