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Livermore
Livermore
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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
ADNTAdient plcStock103$1,325<0.1%−52−33.5%減碼歷史
NEXNNexxen International Ltd.SHS NEW159$1,328<0.1%+42+35.9%加碼歷史
BCAXBicara Therapeutics Inc.COM102$1,329<0.1%+102新進歷史
NPWRNet Power Inc.COM CL A508$1,336<0.1%+508新進歷史
GERNGeron CorpCOM848$1,348<0.1%+826+3,754.5%加碼歷史
SILASila Realty Trust, Inc.COMMON STOCK51$1,362<0.1%−3,414−98.5%減碼歷史
IMKTAIngles Markets IncCL A21$1,368<0.1%+16+320.0%加碼歷史
EVGOEVgo Inc.CL A COM517$1,375<0.1%+483+1,420.6%加碼歷史
RAREUltragenyx Pharmaceutical Inc.COM38$1,376<0.1%+25+192.3%加碼歷史
MGTXMeiraGTx Holdings plcCOM203$1,376<0.1%+203新進歷史
HWKNHawkins IncCOM13$1,377<0.1%−5−27.8%減碼歷史
Global X FDS37954Y814FINTECH ETF50$1,378<0.1%00.0%不變–
BTCGrayscale Bitcoin Mini Trust ETFETF38$1,387<0.1%−330−89.7%減碼歷史
ORCOrchid Island Capital, Inc.COM NEW185$1,391<0.1%−310−62.6%減碼歷史
SLDBSolid Biosciences Inc.COM376$1,391<0.1%+376新進歷史
GRNTGranite Ridge Resources, Inc.COM229$1,392<0.1%+34+17.4%加碼歷史
LPROOpen Lending CorpCOM506$1,397<0.1%+446+743.3%加碼歷史
INODInnodata IncCOM NEW39$1,400<0.1%+39新進歷史
BHRBraemar Hotels & Resorts Inc.COM563$1,402<0.1%+9+1.6%加碼歷史
NAGENiagen Bioscience, Inc.COM NEW204$1,408<0.1%+194+1,940.0%加碼歷史
TWITitan International IncCOM168$1,410<0.1%+168新進歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR33$1,415<0.1%+33新進–
LEN.BLennar CorpCL B13$1,418<0.1%+12+1,200.0%加碼歷史
PGENPrecigen, Inc.COM952$1,419<0.1%+197+26.1%加碼歷史
RIGLRigel Pharmaceuticals IncCOM NEW79$1,421<0.1%+16+25.4%加碼歷史
REXRex American Resources CorpCOM38$1,428<0.1%+20+111.1%加碼歷史
CTOCTO Realty Growth, Inc.COM74$1,429<0.1%+3+4.2%加碼歷史
iShares Inc464286806MSCI GERMANY ETF39$1,446<0.1%00.0%不變–
MATVMativ Holdings, Inc.COM232$1,446<0.1%+38+19.6%加碼歷史
NGVCNatural Grocers by Vitamin Cottage, Inc.COM36$1,447<0.1%+36新進歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,448<0.1%00.0%不變–
AGYSAgilysys IncCOM20$1,451<0.1%+10+100.0%加碼歷史
SNCYSun Country Airlines Holdings, LLCCOM118$1,454<0.1%+118新進歷史
MERCMercer International Inc.COM237$1,457<0.1%+52+28.1%加碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT36$1,475<0.1%−5−12.2%減碼歷史
Avidity Biosciences, Inc.05370A108COM50$1,476<0.1%+3+6.4%加碼–
BANDBandwidth Inc.COM CL A113$1,480<0.1%+113新進歷史
SSPE.W. Scripps CoCL A NEW501$1,482<0.1%+323+181.5%加碼歷史
HLFHerbalife Ltd.COM SHS172$1,484<0.1%+113+191.5%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL36$1,488<0.1%00.0%不變–
RCKTRocket Pharmaceuticals, Inc.COM223$1,488<0.1%+136+156.3%加碼歷史
MVBFMVB Financial CorpCOM86$1,489<0.1%+1+1.2%加碼歷史
PRTHPriority Technology Holdings, Inc.COM219$1,492<0.1%+219新進歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF38$1,496<0.1%+38新進–
UDMYUdemy, Inc.COM193$1,498<0.1%+149+338.6%加碼歷史
CRGYCrescent Energy CoCL A COM134$1,506<0.1%+95+243.6%加碼歷史
SRIStoneridge IncCOM328$1,506<0.1%−864−72.5%減碼歷史
ALEXAlexander & Baldwin, Inc.COM87$1,507<0.1%+41+89.1%加碼歷史
ROADConstruction Partners, Inc.COM CL A21$1,509<0.1%+9+75.0%加碼歷史
SPCEVirgin Galactic Holdings, IncStock500$1,515<0.1%+460+1,150.0%加碼歷史
FRPHFRP Holdings, Inc.COM53$1,515<0.1%+2+3.9%加碼歷史
BRBSBlue Ridge Bankshares, Inc.COM466$1,519<0.1%00.0%不變歷史
HVTHaverty Furniture Companies IncCOM77$1,519<0.1%+15+24.2%加碼歷史
SGRYSurgery Partners, Inc.Stock64$1,520<0.1%+41+178.3%加碼歷史
USPHU S Physical Therapy IncCOM21$1,520<0.1%+16+320.0%加碼歷史
FPIFarmland Partners Inc.COM137$1,527<0.1%+42+44.2%加碼歷史
CRCTCricut, Inc.COM CL A299$1,540<0.1%+40+15.4%加碼歷史
TBRGTruBridge, Inc.COM56$1,541<0.1%00.0%不變歷史
ACUAcme United CorpCOM39$1,545<0.1%00.0%不變歷史
NECBNorthEast Community Bancorp, Inc.COM66$1,547<0.1%+15+29.4%加碼歷史
GOLDGold.com, Inc.COM61$1,548<0.1%+29+90.6%加碼歷史
ETDEthan Allen Interiors IncCOM56$1,551<0.1%−10−15.2%減碼歷史
Dada Nexus Ltd23344D108ADS841$1,556<0.1%−132−13.6%減碼–
ARK ETF Tr00214Q302GENOMIC REV ETF75$1,557<0.1%−219−74.5%減碼–
TCBKTrico BancsharesCOM39$1,559<0.1%+24+160.0%加碼歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK418$1,559<0.1%+418新進歷史
NNENano Nuclear Energy Inc.COM59$1,561<0.1%+44+293.3%加碼歷史
YORWYork Water CoCOM45$1,561<0.1%+45新進歷史
SPDR Series Trust78468R804ST STR R1K LOWV9$1,566<0.1%−124−93.2%減碼–
GLDDGreat Lakes Dredge & Dock CORPCOM180$1,566<0.1%+135+300.0%加碼歷史
CMRCCommerce.com, Inc.COM SER 1272$1,567<0.1%−585−68.3%減碼歷史
WAYWaystar Holding Corp.COM42$1,569<0.1%+29+223.1%加碼歷史
EPACEnerpac Tool Group CorpCL A COM35$1,570<0.1%−5−12.5%減碼歷史
ETF Ser Solutions26922A321DISTILLATE US29$1,573<0.1%00.0%不變–
BASECouchbase, Inc.COM100$1,575<0.1%+80+400.0%加碼歷史
MFAMfa Financial, Inc.COM154$1,580<0.1%−26−14.4%減碼歷史
DNUTKrispy Kreme, Inc.COM322$1,584<0.1%+317+6,340.0%加碼歷史
ECEcopetrol S.A.SPONSORED ADS152$1,587<0.1%+150+7,500.0%加碼歷史
NBTBNBT Bancorp IncCOM37$1,587<0.1%−7−15.9%減碼歷史
UTIUniversal Technical Institute IncCOM62$1,592<0.1%+60+3,000.0%加碼歷史
ENVXEnovix CorpCOM217$1,593<0.1%+207+2,070.0%加碼歷史
NNOXNano-X Imaging Ltd.ORD SHS319$1,593<0.1%+319新進歷史
NXDRNextdoor Holdings, Inc.COM CL A1,042$1,594<0.1%+855+457.2%加碼歷史
BYNDBeyond Meat, Inc.COM523$1,595<0.1%+330+171.0%加碼歷史
NLNli Holdings, Inc.COM NEW202$1,596<0.1%+4+2.0%加碼歷史
PLYMPlymouth Industrial REIT, Inc.COM98$1,602<0.1%−19−16.2%減碼歷史
iShares Global Clean Energy ETF464288224ETF141$1,610<0.1%00.0%不變–
LFSTLifeStance Health Group, Inc.COM242$1,612<0.1%+118+95.2%加碼歷史
LIFLife360, Inc.COM42$1,612<0.1%+24+133.3%加碼歷史
ICFIICF International, Inc.Stock19$1,614<0.1%−13−40.6%減碼歷史
UFPTUfp Technologies IncCOM8$1,614<0.1%−325−97.6%減碼歷史
RWTRedwood Trust IncCOM266$1,615<0.1%−137−34.0%減碼歷史
LEVILevi Strauss & CoCL A COM STK104$1,621<0.1%+71+215.2%加碼歷史
ALNTAllient IncCOM74$1,627<0.1%+74新進歷史
SIGASiga Technologies IncCOM297$1,627<0.1%+97+48.5%加碼歷史
RNGRingCentral, Inc.CL A66$1,634<0.1%−206−75.7%減碼歷史
Aris Water Solutions, Inc.04041L106CLASS A COM51$1,634<0.1%+51新進–
TMPTompkins Financial CorpCOM26$1,637<0.1%+26新進歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1,643<0.1%00.0%不變–
CENTCentral Garden & Pet CoCOM45$1,650<0.1%+20+80.0%加碼歷史

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