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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
TGTTarget CorpStock4,570$59.7 萬<0.1%+150+3.4%加碼歷史
Angel Oak Funds Trust03463K752OAK ULTRASHORT11,694$59.6 萬<0.1%+1,361+13.2%加碼–
MMM3M CoStock3,672$59.5 萬<0.1%−771−17.4%減碼歷史
EMREmerson Electric CoStock4,112$58.9 萬<0.1%−962−19.0%減碼歷史
SCOProShares Trust IIULSHT BLOOMB OIL16,803$58.8 萬<0.1%+16,803新進歷史
MSCIMSCI Inc.Stock1,046$58.6 萬<0.1%−137−11.6%減碼歷史
TMToyota Motor CorpADS3,475$58.5 萬<0.1%−969−21.8%減碼歷史
HLTHilton Worldwide Holdings Inc.COM1,762$58.2 萬<0.1%−458−20.6%減碼歷史
ELVElevance Health, Inc.Stock1,503$58.2 萬<0.1%−509−25.3%減碼歷史
ICEIntercontinental Exchange, Inc.Stock4,719$58.1 萬<0.1%−1,302−21.6%減碼歷史
SCCOSouthern Copper CorpStock3,313$57.7 萬<0.1%−2,333−41.3%減碼歷史
CRSCarpenter Technology CorpCOM931$57.4 萬<0.1%+172+22.7%加碼歷史
TEAMAtlassian CorpCL A7,380$57.4 萬<0.1%+2,940+66.2%加碼歷史
SNXTD Synnex CorpCOM2,145$57.4 萬<0.1%+689+47.3%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,969$57.2 萬<0.1%−920−31.8%減碼歷史
COLBColumbia Banking System, Inc.COM17,830$57.1 萬<0.1%−2,457−12.1%減碼歷史
BURLBurlington Stores, Inc.COM1,797$56.9 萬<0.1%−495−21.6%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM912$56.8 萬<0.1%−968−51.5%減碼歷史
BEAMBeam Therapeutics Inc.COM16,556$56.8 萬<0.1%+16,540+103,375.0%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF10,769$56.8 萬<0.1%−1,402−11.5%減碼–
MDTMedtronic plcStock7,246$56.7 萬<0.1%−1,791−19.8%減碼歷史
COKECoca-Cola Consolidated, Inc.COM2,967$56.6 萬<0.1%−456−13.3%減碼歷史
MHKMohawk Industries IncCOM4,631$56.2 萬<0.1%+502+12.2%加碼歷史
SPGSimon Property Group Inc.REIT2,505$56.0 萬<0.1%−698−21.8%減碼歷史
CWCurtiss Wright CorpStock738$55.9 萬<0.1%−94−11.3%減碼歷史
Schwab Strategic Tr8085247141 5YR CORP BD22,675$55.9 萬<0.1%−74−0.3%減碼–
STESTERIS plcSHS USD2,650$55.8 萬<0.1%−85−3.1%減碼歷史
ProShares Tr74350P659ULTRAPRO SHORT S14,999$55.6 萬<0.1%+14,999新進–
BMOBank of MontrealCOM3,145$55.6 萬<0.1%−1,141−26.6%減碼歷史
SANBanco Santander, S.A.ADR40,219$55.5 萬<0.1%−20,483−33.7%減碼歷史
ATOAtmos Energy CorpCOM3,146$54.2 萬<0.1%+610+24.1%加碼歷史
TELTE Connectivity plcStock2,683$54.1 萬<0.1%−841−23.9%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF2,443$54.0 萬<0.1%−47,153−95.1%減碼–
SBUXStarbucks CorpStock5,255$53.7 萬<0.1%−1,319−20.1%減碼歷史
NTRANatera, Inc.COM1,971$53.5 萬<0.1%−269−12.0%減碼歷史
PYPLPayPal Holdings, Inc.Stock12,377$53.4 萬<0.1%−659−5.1%減碼歷史
VIKViking Holdings LtdORD SHS5,094$53.3 萬<0.1%+471+10.2%加碼歷史
CPAYCorpay, Inc.COM SHS1,600$53.3 萬<0.1%−751−31.9%減碼歷史
EXPEExpedia Group, Inc.Stock2,081$53.2 萬<0.1%−372−15.2%減碼歷史
SHOPShopify Inc.Stock4,659$53.2 萬<0.1%−1,875−28.7%減碼歷史
ALLAllstate CorpStock2,227$53.0 萬<0.1%−710−24.2%減碼歷史
NBIXNeurocrine Biosciences IncStock3,136$52.9 萬<0.1%−1,421−31.2%減碼歷史
TTETotalEnergies SEACT6,767$52.6 萬<0.1%−3,307−32.8%減碼歷史
KBKB Financial Group Inc.SPONSORED ADR5,009$52.6 萬<0.1%−4,084−44.9%減碼歷史
INTUIntuit Inc.Stock2,007$52.4 萬<0.1%−43−2.1%減碼歷史
SHWSherwin Williams CoCOM1,508$51.9 萬<0.1%−516−25.5%減碼歷史
HASHasbro, Inc.COM6,262$51.7 萬<0.1%−1,090−14.8%減碼歷史
BWABorgwarner IncCOM7,783$51.7 萬<0.1%−2,346−23.2%減碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR12,900$51.6 萬<0.1%+3,932+43.8%加碼歷史
CARRCarrier Global CorpStock7,032$51.6 萬<0.1%−1,439−17.0%減碼歷史
CMCSAComcast CorpStock20,977$51.5 萬<0.1%−4,740−18.4%減碼歷史
NYTNew York Times CoCL A7,353$51.5 萬<0.1%−2,890−28.2%減碼歷史
Global X FDS37954Y830GLOBAL X COPPER6,681$51.4 萬<0.1%−15−0.2%減碼–
DTEDte Energy CoCOM3,369$51.3 萬<0.1%+1,467+77.1%加碼歷史
CSXCSX CorpStock10,795$51.3 萬<0.1%−5,764−34.8%減碼歷史
ESIElement Solutions IncCOM10,725$51.2 萬<0.1%+275+2.6%加碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR20,446$51.1 萬<0.1%+20,446新進–
SPDR Series Trust78464A805ST STR PR SP15005,616$51.0 萬<0.1%+20+0.4%加碼–
EPDEnterprise Products Partners L.P.Stock13,867$51.0 萬<0.1%−196−1.4%減碼歷史
TDGTransDigm Group INCCOM379$50.6 萬<0.1%−26−6.4%減碼歷史
ATIAti IncStock2,557$50.4 萬<0.1%−1,199−31.9%減碼歷史
FNFabrinetSHS892$50.1 萬<0.1%−363−28.9%減碼歷史
DKNGDraftKings Inc.Stock19,665$49.7 萬<0.1%+2,504+14.6%加碼歷史
HBANHuntington Bancshares IncCOM27,914$49.5 萬<0.1%−10,258−26.9%減碼歷史
TTWOTake Two Interactive Software IncCOM1,976$49.4 萬<0.1%+461+30.4%加碼歷史
DDOGDatadog, Inc.CL A COM1,896$49.4 萬<0.1%−925−32.8%減碼歷史
MTZMastec IncCOM1,180$49.1 萬<0.1%−188−13.7%減碼歷史
AZNAstraZeneca PLCADR2,588$49.1 萬<0.1%−1,090−29.6%減碼歷史
URIUnited Rentals, Inc.COM431$48.8 萬<0.1%−76−15.0%減碼歷史
WPMWheaton Precious Metals Corp.COM4,341$48.8 萬<0.1%−319−6.8%減碼歷史
Fidelity Merrimack STR Tr316188846SYSTEMATIC MUN9,671$48.8 萬<0.1%+9,671新進–
BKRBaker Hughes CoCL A8,751$48.6 萬<0.1%−2,985−25.4%減碼歷史
EHCEncompass Health CorpCOM4,760$48.1 萬<0.1%−997−17.3%減碼歷史
ARMKAramarkCOM8,453$48.1 萬<0.1%−1,245−12.8%減碼歷史
JHGJanus Henderson Group Ltd.ORD SHS9,141$47.5 萬<0.1%−2,168−19.2%減碼歷史
UGIUgi CorpStock13,615$47.0 萬<0.1%+1,181+9.5%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD4,859$46.8 萬<0.1%−2,160−30.8%減碼–
OKEONEOK IncCOM5,370$46.7 萬<0.1%+133+2.5%加碼歷史
AAgilent Technologies, Inc.COM3,509$46.6 萬<0.1%−1,152−24.7%減碼歷史
Franklin Templeton ETF Tr35473P686FTSE TAIWAN4,415$46.6 萬<0.1%−4,615−51.1%減碼–
ProShares Tr74349Y704ULTRA BITCOIN ET57,140$46.4 萬<0.1%+10.0%加碼–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD19,504$46.4 萬<0.1%+1,249+6.8%加碼–
LITELumentum Holdings Inc.COM540$46.3 萬<0.1%+125+30.1%加碼歷史
EDConsolidated Edison IncStock4,186$46.3 萬<0.1%+113+2.8%加碼歷史
TOLToll Brothers, Inc.COM2,797$46.1 萬<0.1%−838−23.1%減碼歷史
MAAMid America Apartment Communities Inc.COM3,305$45.9 萬<0.1%+1,662+101.2%加碼歷史
iShares Global Clean Energy ETF464288224ETF22,343$45.8 萬<0.1%+22,343新進–
AGQProShares Trust IIULTRA SILVER NEW6,716$45.7 萬<0.1%−100−1.5%減碼歷史
Strategy Shs86280R134EVENTIDE SMALL C14,318$45.5 萬<0.1%−5,575−28.0%減碼–
Direxion Daily Semiconductor Bear 3X ETF25461H291ETF140,394$45.5 萬<0.1%+140,394新進–
SRESempraStock4,898$45.4 萬<0.1%−67−1.3%減碼歷史
iShares Inc46434G863ESG AWR MSCI EM8,280$45.3 萬<0.1%−1,093−11.7%減碼–
EXELExelixis, Inc.COM8,321$45.3 萬<0.1%−2,694−24.5%減碼歷史
GBTCGrayscale Bitcoin Trust ETFETF9,911$45.1 萬<0.1%+2,687+37.2%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,536$45.0 萬<0.1%−456−22.9%減碼歷史
NRGNRG Energy, Inc.Stock3,082$45.0 萬<0.1%−143−4.4%減碼歷史
Strategy Shs86280R118EVENTIDE LARGE C15,615$44.9 萬<0.1%−5,805−27.1%減碼–
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,157$44.7 萬<0.1%−2,134−9.2%減碼歷史
VTRVentas, Inc.REIT5,017$44.6 萬<0.1%−1,303−20.6%減碼歷史
AYIAcuity Inc. (DE)Stock1,178$44.4 萬<0.1%+182+18.3%加碼歷史

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