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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
KLXEKLX Energy Services Holdings, Inc.COM NEW476$1,666<0.1%+127+36.4%加碼歷史
BOWBowhead Specialty Holdings Inc.COM SHS41$1,667<0.1%−3−6.8%減碼歷史
GOTUGaotu Techedu Inc.SPONSORED ADS513$1,667<0.1%+513新進歷史
UVSPUnivest Financial CorpCOM59$1,673<0.1%+10+20.4%加碼歷史
VTOLBristow Group Inc.COM53$1,674<0.1%+10+23.3%加碼歷史
INNSummit Hotel Properties, Inc.COM310$1,677<0.1%−466−60.1%減碼歷史
MTLSMaterialise NVSPONSORED ADS341$1,678<0.1%−91−21.1%減碼歷史
IOVAIovance Biotherapeutics, Inc.COM504$1,678<0.1%+367+267.9%加碼歷史
GRNDGrindr Inc.COM94$1,683<0.1%+88+1,466.7%加碼歷史
Virtus ETF Tr II92790A868KAR MID-CAP ETF71$1,684<0.1%+70+7,000.0%加碼–
REPLReplimune Group, Inc.COM173$1,687<0.1%+16+10.2%加碼歷史
DFHDream Finders Homes, Inc.COM CL A75$1,692<0.1%+68+971.4%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM144$1,693<0.1%+53+58.2%加碼歷史
MXLMaxlinear, IncCOM156$1,694<0.1%+129+477.8%加碼歷史
TMCITreace Medical Concepts, Inc.COM202$1,695<0.1%+198+4,950.0%加碼歷史
HPHelmerich & Payne, Inc.COM65$1,697<0.1%−388−85.7%減碼歷史
CAMTCamtek LtdORD29$1,700<0.1%+2+7.4%加碼歷史
JELDJELD-WEN Holding, Inc.COM285$1,702<0.1%+145+103.6%加碼歷史
MYGNMyriad Genetics IncCOM192$1,703<0.1%−165−46.2%減碼歷史
HSTMHealthstream IncCOM53$1,706<0.1%+26+96.3%加碼歷史
REIRing Energy, Inc.COM1,486$1,709<0.1%+1,210+438.4%加碼歷史
PRDOPerdoceo Education CorpCOM68$1,712<0.1%+11+19.3%加碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A33$1,714<0.1%−1,149−97.2%減碼歷史
FCFFirst Commonwealth Financial CorpCOM111$1,725<0.1%+59+113.5%加碼歷史
DCHDauch CorpCOM428$1,742<0.1%+414+2,957.1%加碼歷史
UNITUniti Group Inc.COM346$1,743<0.1%−1,451−80.7%減碼歷史
CIOCity Office REIT, Inc.COM336$1,744<0.1%+36+12.0%加碼歷史
MEIMethode Electronics IncCOM274$1,748<0.1%−217−44.2%減碼歷史
BORRBorr Drilling LtdSHS799$1,750<0.1%+799新進歷史
HSIIHeidrick & Struggles International IncCOM41$1,756<0.1%00.0%不變歷史
CMPRCIMPRESS plcSHS EURO39$1,764<0.1%+24+160.0%加碼歷史
PRAAPra Group IncCOM86$1,773<0.1%+21+32.3%加碼歷史
MBWMMercantile Bank CorpCOM41$1,781<0.1%+40+4,000.0%加碼歷史
PCRXPacira BioSciences, Inc.COM72$1,789<0.1%+24+50.0%加碼歷史
BILLBILL Holdings, Inc.Stock39$1,790<0.1%−264−87.1%減碼歷史
LULufax Holding LtdADS REP SHS CL A604$1,794<0.1%+18+3.1%加碼歷史
AHRTAH Realty Trust, Inc.COM239$1,795<0.1%+47+24.5%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF20$1,799<0.1%00.0%不變–
SKWDSkyward Specialty Insurance Group, Inc.COM34$1,799<0.1%−6−15.0%減碼歷史
KELYAKelly Services IncCL A137$1,804<0.1%+82+149.1%加碼歷史
NTGRNetgear, Inc.COM74$1,811<0.1%−21−22.1%減碼歷史
RMAXRE/MAX Holdings, Inc.CL A217$1,816<0.1%−7−3.1%減碼歷史
SPDR Series Trust78464A656ST STR TIPS ETF69$1,820<0.1%+69新進–
VMEOVimeo, Inc.COMMON STOCK346$1,820<0.1%+105+43.6%加碼歷史
STGWStagwell IncCOM CL A301$1,821<0.1%+214+246.0%加碼歷史
FOXFFox Factory Holding CorpCOM78$1,821<0.1%−83−51.6%減碼歷史
PROPROS Holdings, Inc.COM96$1,827<0.1%+58+152.6%加碼歷史
DMLPDorchester Minerals, L.P.COM UNIT61$1,835<0.1%00.0%不變歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,837<0.1%00.0%不變歷史
HLITHarmonic Inc.COM192$1,841<0.1%+3+1.6%加碼歷史
OFIXOrthofix Medical Inc.COM113$1,843<0.1%+94+494.7%加碼歷史
ZETAZeta Global Holdings Corp.CL A136$1,844<0.1%+53+63.9%加碼歷史
BLBDBlue Bird CorpCOM57$1,845<0.1%+34+147.8%加碼歷史
Curevac N VN2451R105COM666$1,845<0.1%+666新進–
UAAUnder Armour, Inc.Stock296$1,850<0.1%−103−25.8%減碼歷史
MBINMerchants BancorpCOM50$1,850<0.1%+49+4,900.0%加碼歷史
PTLOPortillo's Inc.COM CL A156$1,855<0.1%+125+403.2%加碼歷史
CACCamden National CorpCOM46$1,862<0.1%−8−14.8%減碼歷史
WOLFWolfspeed, Inc.Stock615$1,882<0.1%+580+1,657.1%加碼歷史
SMRTSmartRent, Inc.COM CL A1,562$1,890<0.1%+1,557+31,140.0%加碼歷史
CRAICra International, Inc.COM11$1,905<0.1%−1−8.3%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM49$1,915<0.1%−86−63.7%減碼歷史
WHDCactus, Inc.CL A42$1,925<0.1%+4+10.5%加碼歷史
CIBGrupo Cibest S.A.SPON ADR PREF48$1,930<0.1%−5−9.4%減碼歷史
AMRCAmeresco, Inc.CL A160$1,933<0.1%+143+841.2%加碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS170$1,933<0.1%−29−14.6%減碼歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1,936<0.1%00.0%不變–
XENEXenon Pharmaceuticals Inc.COM58$1,945<0.1%+28+93.3%加碼歷史
FOSLFossil Group, Inc.COM1,694$1,948<0.1%00.0%不變歷史
HUYAHUYA Inc.ADS REP SHS A607$1,948<0.1%+288+90.3%加碼歷史
SANASana Biotechnology, Inc.COM1,160$1,948<0.1%+1,018+716.9%加碼歷史
TSQTownsquare Media, Inc.CL A240$1,954<0.1%+164+215.8%加碼歷史
NKTXNkarta, Inc.COM1,062$1,954<0.1%+750+240.4%加碼歷史
AMTBAmerant Bancorp Inc.CL A95$1,961<0.1%+81+578.6%加碼歷史
Tidal Trust II88636J204RET STCKD GL STK84$1,968<0.1%+84新進–
NGNovagold Resources IncCOM NEW675$1,971<0.1%+499+283.5%加碼歷史
DJCODaily Journal CorpCOM5$1,989<0.1%+4+400.0%加碼歷史
JMIAJumia Technologies AGSPONSORED ADS925$1,989<0.1%+674+268.5%加碼歷史
FATEFate Therapeutics IncCOM2,522$1,992<0.1%+1,840+269.8%加碼歷史
CLBCore Laboratories Inc.COM133$1,994<0.1%−31−18.9%減碼歷史
VREXVarex Imaging CorpCOM173$2,007<0.1%−50−22.4%減碼歷史
CTOSCustom Truck One Source, Inc.COM CL A476$2,009<0.1%+476新進歷史
PRMEPrime Medicine, Inc.COM1,012$2,014<0.1%+1,006+16,766.7%加碼歷史
VIRVir Biotechnology, Inc.COM311$2,015<0.1%+70+29.0%加碼歷史
Bank First Corporation Com05676F108Stock20$2,015<0.1%+15+300.0%加碼–
IBEXIBEX LtdSHS NEW83$2,021<0.1%+83新進歷史
KAIKadant IncCOM6$2,022<0.1%+1+20.0%加碼歷史
CATYCathay General BancorpCOM47$2,022<0.1%+10+27.0%加碼歷史
COURCoursera, Inc.COM305$2,032<0.1%+163+114.8%加碼歷史
Yieldmax MSTR Option Income Strategy ETF88634T493ETF100$2,033<0.1%+100新進–
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2,047<0.1%+65新進–
AGLagilon health, inc.COM473$2,048<0.1%+336+245.3%加碼歷史
GPROGoPro, Inc.CL A3,096$2,052<0.1%+2,995+2,965.3%加碼歷史
ADAMAdamas Trust, Inc.COM318$2,064<0.1%−3−0.9%減碼歷史
RDVTRed Violet, Inc.COM55$2,067<0.1%+53+2,650.0%加碼歷史
BLNDBlend Labs, Inc.CL A619$2,074<0.1%+347+127.6%加碼歷史
ERASErasca, Inc.COM1,515$2,076<0.1%+1,509+25,150.0%加碼歷史
CCBCoastal Financial CorpCOM NEW23$2,079<0.1%+15+187.5%加碼歷史
NTCTNetscout Systems IncCOM99$2,080<0.1%−91−47.9%減碼歷史
AVNTAvient CorpCOM56$2,081<0.1%−9−13.8%減碼歷史

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