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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
OSISOsi Systems IncCOM1,362$29.8 萬<0.1%−243−15.1%減碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG5,932$29.6 萬<0.1%+2,377+66.9%加碼–
CMCanadian Imperial Bank of CommerceCOM2,568$29.5 萬<0.1%−564−18.0%減碼歷史
ULUnilever PLCSPON ADR NEW4,904$29.5 萬<0.1%−3,701−43.0%減碼歷史
BKHBlack Hills CorpCOM3,962$29.5 萬<0.1%+1,483+59.8%加碼歷史
VRSKVerisk Analytics, Inc.COM1,640$29.4 萬<0.1%+401+32.4%加碼歷史
EXEExpand Energy CorpCOM3,227$29.4 萬<0.1%−1,700−34.5%減碼歷史
EGOEldorado Gold CorpCOM9,447$29.4 萬<0.1%−769−7.5%減碼歷史
ULSUL Solutions Inc.CLASS A COM SHS2,878$29.3 萬<0.1%−428−12.9%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF2,812$29.2 萬<0.1%+30+1.1%加碼–
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR12,385$29.2 萬<0.1%−20,449−62.3%減碼歷史
iShares Russell Top 200 Growth ETF464289438ETF1,004$29.2 萬<0.1%+187+22.9%加碼–
IBNIcici Bank LtdADR10,025$29.1 萬<0.1%−10,232−50.5%減碼歷史
ARWArrow Electronics, Inc.COM1,363$29.1 萬<0.1%−217−13.7%減碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,352$29.1 萬<0.1%−1,673−23.8%減碼–
AIGAmerican International Group, Inc.Stock3,889$29.0 萬<0.1%−1,350−25.8%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR30,079$28.8 萬<0.1%−10,323−25.6%減碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT2,900$28.7 萬<0.1%+29+1.0%加碼–
NGGNational Grid PLCSPONSORED ADR NE3,464$28.7 萬<0.1%−1,252−26.5%減碼歷史
LFUSLittelfuse IncCOM630$28.7 萬<0.1%−259−29.1%減碼歷史
PCARPaccar IncCOM2,379$28.6 萬<0.1%−1,189−33.3%減碼歷史
NTAPNetApp, Inc.Stock1,844$28.5 萬<0.1%−698−27.5%減碼歷史
GVAGranite Construction IncCOM1,801$28.5 萬<0.1%−124−6.4%減碼歷史
Vanguard Health Care ETF92204A504ETF951$28.4 萬<0.1%−232−19.6%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF824$28.3 萬<0.1%+257+45.3%加碼–
DRIDarden Restaurants IncCOM1,369$28.2 萬<0.1%+274+25.0%加碼歷史
IMOImperial Oil LtdCOM NEW2,516$28.2 萬<0.1%−1,820−42.0%減碼歷史
DOWDow Inc.Stock10,300$28.2 萬<0.1%−3,234−23.9%減碼歷史
CCEPCoca-Cola Europacific Partners plcSHS2,811$28.1 萬<0.1%−2,966−51.3%減碼歷史
iShares Tr46428865310-20 YR TRS ETF2,795$28.0 萬<0.1%−1,121−28.6%減碼–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION6,820$28.0 萬<0.1%00.0%不變–
EXCExelon CorpStock6,003$28.0 萬<0.1%−1,447−19.4%減碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$28.0 萬<0.1%00.0%不變–
AZZAzz IncCOM1,802$27.9 萬<0.1%−159−8.1%減碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF5,759$27.8 萬<0.1%+1,631+39.5%加碼–
LWLamb Weston Holdings, Inc.Stock6,444$27.8 萬<0.1%−569−8.1%減碼歷史
ITGartner IncCOM2,145$27.8 萬<0.1%−573−21.1%減碼歷史
WRBBerkley W R CorpCOM3,936$27.8 萬<0.1%−876−18.2%減碼歷史
ARAntero Resources CorpCOM7,872$27.7 萬<0.1%+540+7.4%加碼歷史
TREXTrex Co IncCOM5,508$27.6 萬<0.1%−357−6.1%減碼歷史
CUBECubeSmartREIT6,920$27.5 萬<0.1%+4,419+176.7%加碼歷史
RACEFerrari N.V.COM739$27.5 萬<0.1%−163−18.1%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF12,078$27.5 萬<0.1%−1,788−12.9%減碼–
DOCUDocuSign, Inc.Stock6,180$27.5 萬<0.1%+1,963+46.5%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock3,152$27.4 萬<0.1%−7,043−69.1%減碼歷史
iShares Tr464288281JPMORGAN USD EMG2,840$27.4 萬<0.1%−105−3.6%減碼–
STLDSteel Dynamics IncCOM1,187$27.2 萬<0.1%−1,105−48.2%減碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS3,427$27.2 萬<0.1%+924+36.9%加碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW5,171$27.2 萬<0.1%−29−0.6%減碼–
AKAMAkamai Technologies IncCOM2,292$27.1 萬<0.1%−64−2.7%減碼歷史
Listed FDS Tr53656F599SWAN HEDGED EQTY10,157$27.1 萬<0.1%−8,289−44.9%減碼–
JAZZJazz Pharmaceuticals plcSHS USD1,122$27.0 萬<0.1%−398−26.2%減碼歷史
ProShares Tr74347X831ULTRAPRO QQQ3,338$27.0 萬<0.1%+1,334+66.6%加碼–
FLSFlowserve CorpCOM3,642$27.0 萬<0.1%−1,603−30.6%減碼歷史
FSSLFS Specialty Lending FundCOM SH BEN INT24,174$27.0 萬<0.1%00.0%不變歷史
NWSANews CorpCL A10,840$26.9 萬<0.1%+2,541+30.6%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR3,248$26.8 萬<0.1%−1,214−27.2%減碼歷史
COINCoinbase Global, Inc.COM CL A1,826$26.7 萬<0.1%−87−4.5%減碼歷史
CBOECboe Global Markets, Inc.COM1,098$26.7 萬<0.1%−232−17.4%減碼歷史
GPNGlobal Payments IncStock3,662$26.6 萬<0.1%−2,526−40.8%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,754$26.6 萬<0.1%−347−11.2%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF1,411$26.5 萬<0.1%−1,202−46.0%減碼–
DDominion Energy, IncStock3,886$26.5 萬<0.1%−3,004−43.6%減碼歷史
HPQHP IncStock12,080$26.5 萬<0.1%+1,943+19.2%加碼歷史
OTISOtis Worldwide CorpStock3,688$26.4 萬<0.1%+1,070+40.9%加碼歷史
ALNTAllient IncCOM2,565$26.4 萬<0.1%+276+12.1%加碼歷史
CNPCenterpoint Energy IncCOM5,989$26.4 萬<0.1%+168+2.9%加碼歷史
FFord Motor CoStock18,888$26.3 萬<0.1%+174+0.9%加碼歷史
CINFCincinnati Financial CorpCOM1,413$26.2 萬<0.1%−658−31.8%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 39,646$26.1 萬<0.1%−4,099−29.8%減碼歷史
AFRMAffirm Holdings, Inc.COM CL A3,203$26.1 萬<0.1%+482+17.7%加碼歷史
NSPInsperity, Inc.COM6,311$26.1 萬<0.1%+2,918+86.0%加碼歷史
HUBBHubbell IncCOM497$26.0 萬<0.1%+71+16.7%加碼歷史
iShares Tips Bond ETF464287176ETF2,377$26.0 萬<0.1%+1,934+436.6%加碼–
AREAlexandria Real Estate Equities, Inc.COM4,904$25.9 萬<0.1%+2,182+80.2%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY3,452$25.9 萬<0.1%−1,841−34.8%減碼歷史
COHRCoherent Corp.COM655$25.8 萬<0.1%−21−3.1%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR16,089$25.8 萬<0.1%−9,807−37.9%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,605$25.8 萬<0.1%−1,168−31.0%減碼–
KMBKimberly Clark CorpStock2,348$25.8 萬<0.1%−107−4.4%減碼歷史
BBarrick Mining CorpStock7,007$25.7 萬<0.1%−1,014−12.6%減碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW115,808$25.7 萬<0.1%−5,551−48.9%減碼歷史
OMFOneMain Holdings, Inc.COM4,203$25.6 萬<0.1%+627+17.5%加碼歷史
ALGNAlign Technology IncCOM1,519$25.6 萬<0.1%−233−13.3%減碼歷史
CDWCDW CorpCOM1,816$25.5 萬<0.1%−88−4.6%減碼歷史
FRFirst Industrial Realty Trust IncCOM4,133$25.3 萬<0.1%−859−17.2%減碼歷史
OHIOmega Healthcare Investors IncCOM5,305$25.3 萬<0.1%−279−5.0%減碼歷史
HEIHeico CorpCOM708$25.2 萬<0.1%−112−13.7%減碼歷史
RBLXRoblox CorpStock4,632$25.2 萬<0.1%−379−7.6%減碼歷史
LENLennar CorpCL A2,776$25.1 萬<0.1%−1,179−29.8%減碼歷史
NXPINXP Semiconductors N.V.COM894$25.1 萬<0.1%−198−18.1%減碼歷史
Neos ETF Trust78433H303NEOS S&P 500 HI4,729$25.1 萬<0.1%+654+16.0%加碼–
IDXXIDEXX Laboratories IncCOM476$25.1 萬<0.1%−244−33.9%減碼歷史
USFDUS Foods Holding Corp.COM2,449$25.0 萬<0.1%−2,004−45.0%減碼歷史
BABAAlibaba Group Holding LtdADR2,608$25.0 萬<0.1%−470−15.3%減碼歷史
PFGPrincipal Financial Group IncCOM2,321$25.0 萬<0.1%−809−25.8%減碼歷史
LLoews CorpCOM2,207$25.0 萬<0.1%−1,020−31.6%減碼歷史
IPInternational Paper CoCOM6,548$25.0 萬<0.1%−3,488−34.8%減碼歷史
ORIOld Republic International CorpCOM6,097$24.9 萬<0.1%−5,854−49.0%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,821$24.9 萬<0.1%−886−32.7%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(207 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 207 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
Expro Group Holdings N.V.N33462107COM1,936$3.37 萬<0.1%–
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