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Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
4,009
較 2024 年第 4 季 +259
總值
$18.2 億
較 2024 年第 4 季 +$4,053 萬 (+2.3%)
申報日
2025/5/13
SEC
EverSource Wealth Advisors, LLC 在 2025 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
Advanced Marketing Services25456U109Stock1$00.0%00.0%不變–
PEPGPepGen Inc.COM1$1<0.1%+1新進歷史
TXMDTherapeuticsMD, Inc.COM NEW1$1<0.1%00.0%不變歷史
ACTGAcacia Research CorpACACIA TCH COM1$3<0.1%+1新進歷史
MAXNQMaxeon Solar Technologies, Ltd.Stock1$3<0.1%00.0%不變歷史
BOLDBoundless Bio, Inc.COM3$5<0.1%+3新進歷史
OVIDOvid Therapeutics Inc.COM17$5<0.1%−4−19.0%減碼歷史
ELEVElevation Acquisition Group Inc.COM19$5<0.1%+19新進歷史
CRDFCardiff Oncology, Inc.COM2$6<0.1%+2新進歷史
WKHSWorkhorse Group Inc.COM NEW3$6<0.1%+3新進歷史
CALYCallaway Golf CoCOM1$7<0.1%−287−99.7%減碼歷史
PRLDPrelude Therapeutics IncCOM9$7<0.1%+9新進歷史
XFORX4 Pharmaceuticals, IncCOM NEW30$7<0.1%+30新進歷史
ZYXIZynex IncCOM3$7<0.1%−29−90.6%減碼歷史
DLHCDLH Holdings Corp.COM2$8<0.1%+2新進歷史
TUSKMammoth Energy Services, Inc.COM4$8<0.1%+4新進歷史
QRHCQuest Resource Holding CorpCOM NEW3$8<0.1%+3新進歷史
STTKShattuck Labs, Inc.COM8$8<0.1%+8新進歷史
SKYESkye Bioscience, Inc.COM NEW5$8<0.1%+5新進歷史
ANROAlto Neuroscience, Inc.COM SHS4$9<0.1%+4新進歷史
MFINMedallion Financial CorpCOM1$9<0.1%+1新進歷史
TET1 Energy Inc.COM NEW8$10<0.1%+8新進歷史
CLYMClimb Bio, Inc.COM9$11<0.1%+9新進歷史
GBIOGeneration Bio Co.COM27$11<0.1%−48−64.0%減碼歷史
HLVXHilleVax, Inc.COM8$12<0.1%+8新進歷史
FDMT4D Molecular Therapeutics, Inc.COM4$13<0.1%+4新進歷史
VERUVeru Inc.COM26$13<0.1%−20−43.5%減碼歷史
CHGGChegg, IncCOM23$15<0.1%−94−80.3%減碼歷史
LCNBLCNB CorpCOM1$15<0.1%+1新進歷史
RDZNRoadzen Inc.ORD SHS15$15<0.1%+15新進歷史
LNAILunai Bioworks Inc.COM27$15<0.1%+27新進歷史
VHIValhi IncCOM1$16<0.1%+1新進歷史
ZBIOZenas BioPharma, Inc.COM2$16<0.1%+2新進歷史
CLLSCellectis S.A.SPON ADS13$16<0.1%00.0%不變歷史
SHYFShyft Group, Inc.COM2$16<0.1%−6−75.0%減碼歷史
STISolidion Technology Inc.COM131$16<0.1%−6−4.4%減碼歷史
OSUROrasure Technologies IncCOM5$17<0.1%−46−90.2%減碼歷史
PBYIPuma Biotechnology, Inc.COM6$18<0.1%+6新進歷史
PLAYDave & Buster's Entertainment, Inc.COM1$18<0.1%−24−96.0%減碼歷史
MLPMaui Land & Pineapple Co IncCOM1$18<0.1%−3−75.0%減碼歷史
USCBUscb Financial Holdings, Inc.CLASS A COM1$19<0.1%+1新進歷史
VELVelocity Financial, Inc.COM1$19<0.1%00.0%不變歷史
ESSAESSA Bancorp, Inc.COM1$19<0.1%+1新進歷史
QIPTQuipt Home Medical Corp.COM8$19<0.1%+8新進歷史
IPSCCentury Therapeutics, Inc.COM41$20<0.1%+41新進歷史
QVCGAOld QVC Group, Inc.COM SER A100$20<0.1%00.0%不變歷史
OBIOOrchestra BioMed Holdings, Inc.COM5$21<0.1%+5新進歷史
CORZCore Scientific, Inc.COM3$22<0.1%−137−97.9%減碼歷史
SBSafe Bulkers, Inc.COM6$22<0.1%+6新進歷史
BLFSBiolife Solutions IncCOM NEW1$23<0.1%−25−96.2%減碼歷史
AISPAirship AI Holdings, Inc.COM6$23<0.1%+6新進歷史
BLNKBlink Charging Co.COM25$23<0.1%−361−93.5%減碼歷史
FMAOFarmers & Merchants Bancorp IncCOM1$24<0.1%−2−66.7%減碼歷史
GALTGalectin Therapeutics IncCOM NEW20$24<0.1%−26−56.5%減碼歷史
CDLXCardlytics, Inc.COM13$24<0.1%+13新進歷史
CRMDCorMedix Inc.COM4$25<0.1%00.0%不變歷史
EMLEastern CoCOM1$25<0.1%−3−75.0%減碼歷史
CEVACeva IncCOM1$26<0.1%−8−88.9%減碼歷史
iShares Tr46432F859CORE 1 5 YR USD1$27<0.1%−6,472−100.0%減碼–
CPFCentral Pacific Financial CorpCOM NEW1$27<0.1%−23−95.8%減碼歷史
PGCPeapack Gladstone Financial CorpCOM1$28<0.1%−5−83.3%減碼歷史
PAYSPaysign, Inc.COM13$28<0.1%−2−13.3%減碼歷史
ALTGAlta Equipment Group Inc.COMMON STOCK6$28<0.1%−69−92.0%減碼歷史
GLSIGreenwich LifeSciences, Inc.COM3$29<0.1%+3新進歷史
TCRXTScan Therapeutics, Inc.COM21$29<0.1%+21新進歷史
HTZWWHertz Global Holdings, IncCommon Stock13$29<0.1%00.0%不變歷史
WEYSWeyco Group IncCOM1$30<0.1%+1新進歷史
LELands' End, Inc.COM3$31<0.1%−11−78.6%減碼歷史
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$31<0.1%00.0%不變歷史
ADVMAdverum Biotechnologies, Inc.COM NEW7$31<0.1%+7新進歷史
GRWGGrowGeneration Corp.COM30$32<0.1%+30新進歷史
APLTApplied Therapeutics, Inc.COM68$33<0.1%+68新進歷史
TRUETrueCar, Inc.COM21$33<0.1%−17−44.7%減碼歷史
EVIEvi Industries, Inc.COM2$34<0.1%+1+100.0%加碼歷史
OLMAOlema Pharmaceuticals, Inc.COM9$34<0.1%+9新進歷史
SDSandridge Energy IncCOM NEW3$34<0.1%+3新進歷史
HOWLWerewolf Therapeutics, Inc.COM35$34<0.1%+2+6.1%加碼歷史
PVBCProvident Bancorp, Inc.COM NEW3$34<0.1%+3新進歷史
Pgim ETF Tr69344A206ACTV HY BD ETF1$35<0.1%−215−99.5%減碼–
SWK Holdings Corp78501P203COM NEW2$35<0.1%+2新進–
INNVInnovAge Holding Corp.COM12$36<0.1%+12新進歷史
NNBRNN IncCOM16$36<0.1%+15+1,500.0%加碼歷史
STRSStratus Properties IncCOM NEW2$36<0.1%+2新進歷史
TNGXTango Therapeutics, Inc.COM26$36<0.1%+26新進歷史
SEATVivid Seats Inc.COM CL A12$36<0.1%−40−76.9%減碼歷史
ATEXAnterix Inc.COM1$37<0.1%+1新進歷史
JYNTJOINT CorpCOM3$37<0.1%+3新進歷史
LVOLiveOne, Inc.COMMON STOCK53$37<0.1%+53新進歷史
COOKTraeger, Inc.COMMON STOCK22$37<0.1%+1+4.8%加碼歷史
Verde Clean Fuels, Inc.15130M102CLASS A ORD SHS11$37<0.1%+5+83.3%加碼–
RSVRReservoir Media, Inc.COM5$38<0.1%+5新進歷史
ULBIUltralife CorpCOM7$38<0.1%+2+40.0%加碼歷史
WALDWaldencast plcCOMMON STOCK13$39<0.1%+13新進歷史
CMPXCompass Therapeutics, Inc.COM21$40<0.1%+21新進歷史
WVEWave Life Sciences, Inc.SHS5$40<0.1%+5新進歷史
GNTYGuaranty Bancshares IncCOM1$40<0.1%+1新進歷史
AKAA.K.A. Brands Holding Corp.COM3$40<0.1%+3新進歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES2$41<0.1%+2新進歷史
UNTYUnity Bancorp IncCOM1$41<0.1%−7−87.5%減碼歷史
SCWO374Water Inc.Common Stock121$41<0.1%+121新進歷史

選擇權（2 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 2025 年第 1 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$179.0 萬–
Alphabet Inc Cap STK6951179OIStock–$3.09 萬

2024 年第 4 季之後清倉（225 檔）

2024 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 225 檔。

EverSource Wealth Advisors, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD33,860$65.6 萬<0.1%–
SPDR Series Trust78468R200ST STR RATE ETF14,519$44.6 萬<0.1%–
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF3,268$39.1 萬<0.1%–
AZPNAspen Technology, Inc.COM1,534$38.3 萬<0.1%歷史
SPDR Series Trust78468R812ST STR MSCI USAQ1,258$19.5 萬<0.1%–
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN7,857$19.2 萬<0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR6,995$17.3 萬<0.1%–
Advisorshares Ranger Equity Bear ETF00768Y883CEF5,320$8.69 萬<0.1%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1,100$8.33 萬<0.1%–
iShares Tr464288687PFD AND INCM SEC2,462$7.74 萬<0.1%–
FDUSFidus Investment CorpCOM3,596$7.56 萬<0.1%歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS3,000$7.52 萬<0.1%–
iShares Tr464289883CORE 30 70 ETF1,575$5.87 萬<0.1%–
INFNInfinera CorpCOM7,500$4.93 萬<0.1%歷史
ARK Next Generation Technology ETF00214Q401ETF373$4.03 萬<0.1%–
QGENQiagen N.V.Stock871$3.88 萬<0.1%歷史
Dimensional ETF Trust25434V583GLOB CO PLUS ETF732$3.87 萬<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF1,130$3.36 萬<0.1%–
SMARSmartsheet IncCOM CL A536$3.00 萬<0.1%歷史
ALTRAltair Engineering Inc.COM CL A208$2.27 萬<0.1%歷史
LAKELakeland Industries IncCOM863$2.21 萬<0.1%歷史
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$2.06 萬<0.1%–
HCPHashiCorp, Inc.COM CL A587$2.01 萬<0.1%歷史
DBX ETF Tr233051143XTRACKRS S&P 500343$1.83 萬<0.1%–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,000$1.78 萬<0.1%歷史
ABCLAbCellera Biologics Inc.COM5,000$1.47 萬<0.1%歷史
PFCPremier Financial CorpCOM563$1.44 萬<0.1%歷史
Vanguard World FD921910733ESG US STK ETF131$1.37 萬<0.1%–
ARCHArch Resources, Inc.CL A96$1.36 萬<0.1%歷史
ALTMArcadium Lithium plcStock2,376$1.22 萬<0.1%歷史
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT3,000$1.13 萬<0.1%歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG377$1.08 萬<0.1%–
Barnes Group Inc067806109COM217$1.03 萬<0.1%–
IBTXIndependent Bank Group, Inc.COM158$9,585<0.1%歷史
Silvercrest Metals Inc828363101COM1,040$9,464<0.1%–
MTTRMatterport, Inc.COM CL A1,839$8,717<0.1%歷史
American Centy ETF Tr025072356REAL ESTATE ETF167$7,000<0.1%–
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT117$6,374<0.1%–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS129$6,178<0.1%–
OUTOUTFRONT Media Inc.COM325$5,765<0.1%歷史
EDREndeavor Group Holdings, Inc.CL A COM179$5,601<0.1%歷史
WisdomTree Tr97717W851JAPN HEDGE EQT49$5,351<0.1%–
DEAEasterly Government Properties, Inc.COM440$4,999<0.1%歷史
VPGVishay Precision Group, Inc.COM201$4,717<0.1%歷史
Global X FDS37954Y624AUTONMOUS EV ETF204$4,684<0.1%–
iShares Tr46435G342MORTGE REL ETF200$4,270<0.1%–
DBCInvesco DB Commodity Index Tracking FundUNIT176$3,760<0.1%歷史
CVGICommercial Vehicle Group, Inc.COM1,458$3,616<0.1%歷史
GEARRevelyst, Inc.COM SHS179$3,442<0.1%歷史
VTLEVital Energy, Inc.COM111$3,431<0.1%歷史
PLLPiedmont Lithium Inc.Stock379$3,313<0.1%歷史
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/13,000$3,190<0.1%–
INDVIndivior Pharmaceuticals, Inc.ORD252$3,132<0.1%歷史
AMPYAmplify Energy Corp.COM516$3,096<0.1%歷史
MHHMastech Digital, Inc.COM190$2,831<0.1%歷史
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2,803<0.1%–
MRCMRC Global Inc.COM219$2,799<0.1%歷史
Aim ETF Products Trust00888H208ALLIANZIM US EQT80$2,626<0.1%–
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2,438<0.1%–
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2,272<0.1%–
LFVNLifevantage CorpCOM NEW118$2,064<0.1%歷史
Amplify ETF Tr032108649AMPLIFY JUNIOR S200$1,986<0.1%–
Vanguard World FD921910725ESG INTL STK ETF34$1,928<0.1%–
HTLFHeartland Financial USA IncCOM31$1,900<0.1%歷史
WisdomTree Tr97717W109US TOTAL DIVIDND25$1,897<0.1%–
CNNECannae Holdings, Inc.COM95$1,887<0.1%歷史
American Centy ETF Tr025072562AVANTIS CORE FI46$1,866<0.1%–
AFCGAdvanced Flower Capital Inc.COM222$1,849<0.1%歷史
JOUTJohnson Outdoors IncCL A51$1,683<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1,545<0.1%–
ROICRetail Opportunity Investments CorpCOM89$1,545<0.1%歷史
ALMSAlumis Inc.COM182$1,430<0.1%歷史
NARIInari Medical, Inc.Stock27$1,377<0.1%歷史
SDRLSEADRILL LtdCOM35$1,363<0.1%歷史
DFINDonnelley Financial Solutions, Inc.COM21$1,317<0.1%歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF50$1,233<0.1%–
PFSIPennyMac Financial Services, Inc.COM12$1,226<0.1%歷史
LMATLemaitre Vascular IncCOM13$1,198<0.1%歷史
CBIOCrescent Biopharma, Inc.COM4,755$1,184<0.1%歷史
Investment Managers Ser Tr I46144X131TRADR 2X SHORT28$1,178<0.1%–
AORTArtivion, Inc.COM41$1,172<0.1%歷史
FLNGFlex LNG Ltd.SHS45$1,032<0.1%歷史
PGREParamount Group, Inc.COM198$978<0.1%歷史
PWPPerella Weinberg PartnersCLASS A COM41$977<0.1%歷史
Pacer FDS Tr69374H402US EXPORT LEAD20$962<0.1%–
SUMSummit Materials, Inc.CL A19$961<0.1%歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH43$947<0.1%–
SRGSeritage Growth PropertiesCL A226$931<0.1%歷史
Fidelity Merrimack STR Tr316188101CORP BOND ETF20$928<0.1%–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX56$915<0.1%–
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$873<0.1%歷史
BANRBanner CorpCOM NEW12$801<0.1%歷史
CTSCTS CorpCOM15$791<0.1%歷史
LTRXLantronix IncCOM NEW190$783<0.1%歷史
PDFSPDF Solutions IncCOM28$758<0.1%歷史
NXENexGen Energy Ltd.COM112$739<0.1%歷史
SUPNSupernus Pharmaceuticals, Inc.COM20$723<0.1%歷史
PDSBPDS Biotechnology CorpCOM431$703<0.1%歷史
NRIXNurix Therapeutics, Inc.COM33$622<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK48$613<0.1%歷史