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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
CWCOConsolidated Water Co. Ltd.ORD85$2,082<0.1%+64+304.8%加碼歷史
HNIHni CorpStock47$2,084<0.1%+21+80.8%加碼歷史
AVDXAvidXchange Holdings, Inc.COM246$2,086<0.1%+136+123.6%加碼歷史
PFBCPreferred BankCOM NEW25$2,092<0.1%−7−21.9%減碼歷史
OCFCOceanfirst Financial CorpCOM123$2,092<0.1%−117−48.8%減碼歷史
PHRPhreesia, Inc.COM82$2,096<0.1%+59+256.5%加碼歷史
RGNXREGENXBIO Inc.COM294$2,102<0.1%+282+2,350.0%加碼歷史
CIMChimera Investment CorpCOM SHS164$2,103<0.1%+45+37.8%加碼歷史
STHOStar HoldingsSHS BEN INT248$2,110<0.1%+222+853.8%加碼歷史
COHUCohu IncCOM145$2,133<0.1%+105+262.5%加碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ24$2,133<0.1%00.0%不變–
CMCOColumbus McKinnon CorpCOM126$2,133<0.1%+114+950.0%加碼歷史
CTKBCytek Biosciences, Inc.COM534$2,141<0.1%+449+528.2%加碼歷史
GXOGXO Logistics, Inc.Stock55$2,149<0.1%−24−30.4%減碼歷史
CERSCerus CorpCOM1,546$2,149<0.1%+1,027+197.9%加碼歷史
iShares Inc464286509MSCI CDA ETF53$2,152<0.1%00.0%不變–
CUBICustomers Bancorp, Inc.COM43$2,159<0.1%+22+104.8%加碼歷史
UECUranium Energy CorpCOM452$2,161<0.1%+103+29.5%加碼歷史
GIIIG III Apparel Group LtdCOM79$2,161<0.1%+39+97.5%加碼歷史
iShares MSCI India ETF46429B598ETF42$2,162<0.1%00.0%不變–
MASS908 Devices Inc.COM483$2,164<0.1%+483新進歷史
GETYGetty Images Holdings, Inc.CL A COM1,251$2,164<0.1%+1,177+1,590.5%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2,165<0.1%00.0%不變–
ITICInvestors Title CoCOM9$2,169<0.1%+8+800.0%加碼歷史
WTWisdomTree, Inc.COM244$2,176<0.1%+148+154.2%加碼歷史
PEBPebblebrook Hotel TrustCOM215$2,178<0.1%+173+411.9%加碼歷史
EEExcelerate Energy, Inc.CL A COM76$2,179<0.1%+25+49.0%加碼歷史
LFMDLifeMD, Inc.COM403$2,192<0.1%+98+32.1%加碼歷史
JBSSSanfilippo John B & Son IncCOM31$2,197<0.1%−13−29.5%減碼歷史
Schwab U.S. REIT ETF808524847ETF102$2,199<0.1%00.0%不變–
DNAGinkgo Bioworks Holdings, Inc.CL A NEW386$2,200<0.1%+380+6,333.3%加碼歷史
THRThermon Group Holdings, Inc.COM79$2,200<0.1%+56+243.5%加碼歷史
MAXMediaAlpha, Inc.CL A239$2,208<0.1%+231+2,887.5%加碼歷史
SONOSonos IncCOM207$2,209<0.1%+8+4.0%加碼歷史
GCMGGCM Grosvenor Inc.COM CL A167$2,209<0.1%+120+255.3%加碼歷史
POWLPowell Industries IncStock13$2,215<0.1%+10+333.3%加碼歷史
HDSNHudson Technologies IncCOM360$2,221<0.1%+161+80.9%加碼歷史
BHVNBiohaven Ltd.COM93$2,235<0.1%+52+126.8%加碼歷史
EZPWEzcorp IncCL A NON VTG152$2,238<0.1%+33+27.7%加碼歷史
PRIMPrimoris Services CorpStock39$2,239<0.1%+14+56.0%加碼歷史
MYRGMyr Group Inc.COM20$2,262<0.1%+18+900.0%加碼歷史
AVNSAvanos Medical, Inc.Stock158$2,264<0.1%−5−3.1%減碼歷史
RIOTRiot Platforms, Inc.COM318$2,265<0.1%+264+488.9%加碼歷史
PAXPatria Investments LtdCOM CL A201$2,269<0.1%+47+30.5%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2,275<0.1%−119−69.2%減碼–
APIAgora, Inc.ADS568$2,283<0.1%+13+2.3%加碼歷史
ALDXAldeyra Therapeutics, Inc.COM397$2,283<0.1%+382+2,546.7%加碼歷史
OLPOne Liberty Properties IncCOM87$2,285<0.1%+15+20.8%加碼歷史
DHILDiamond Hill Investment Group IncCOM NEW16$2,285<0.1%+16新進歷史
TLXTelix Pharmaceuticals LtdADS137$2,296<0.1%+137新進歷史
MLKNMillerknoll, Inc.COM120$2,297<0.1%+65+118.2%加碼歷史
HZOMarinemax IncCOM107$2,301<0.1%+107新進歷史
ATENA10 Networks, Inc.Stock141$2,304<0.1%+83+143.1%加碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A1,043$2,305<0.1%−1,393−57.2%減碼歷史
NTSTNETSTREIT Corp.COM146$2,314<0.1%+108+284.2%加碼歷史
SBSISouthside Bancshares IncCOM80$2,317<0.1%+60+300.0%加碼歷史
QTWOQ2 Holdings, Inc.COM29$2,320<0.1%−10−25.6%減碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2,326<0.1%−151−68.9%減碼–
Global X Lithium & Battery Tech ETF37954Y855ETF60$2,328<0.1%−128−68.1%減碼–
MCRIMonarch Casino & Resort IncCOM30$2,333<0.1%+22+275.0%加碼歷史
HPKHighPeak Energy, Inc.COM188$2,380<0.1%−584−75.6%減碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM71$2,381<0.1%−16−18.4%減碼歷史
iShares Tr46434V860TRS FLT RT BD47$2,381<0.1%00.0%不變–
BWXTBWX Technologies, Inc.COM24$2,382<0.1%−12−33.3%減碼歷史
VERVVerve Therapeutics, Inc.COM522$2,386<0.1%+430+467.4%加碼歷史
JAKKJakks Pacific IncCOM NEW97$2,393<0.1%+97新進歷史
WULFTerawulf Inc.COM879$2,400<0.1%−48−5.2%減碼歷史
CNOBConnectOne Bancorp, Inc.COM99$2,407<0.1%+99新進歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2,420<0.1%00.0%不變–
SFSTSouthern First Bancshares IncCOM74$2,436<0.1%+4+5.7%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW172$2,453<0.1%−12−6.5%減碼歷史
FROGJFrog LtdStock77$2,464<0.1%+46+148.4%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM480$2,467<0.1%−830−63.4%減碼歷史
BLBlackline, Inc.COM51$2,469<0.1%−2−3.8%減碼歷史
EQXEquinox Gold Corp.COM360$2,476<0.1%+168+87.5%加碼歷史
APLEApple Hospitality REIT, Inc.REIT192$2,479<0.1%−24−11.1%減碼歷史
TIPTTiptree Inc.COM103$2,482<0.1%+13+14.4%加碼歷史
Innov Prem Inc 20 Barr-July45783Y582ETP100$2,482<0.1%−63−38.7%減碼–
SNBRQSleep Number CorpCOM392$2,485<0.1%+32+8.9%加碼歷史
NUVBNuvation Bio Inc.COM CL A1,414$2,488<0.1%−10,010−87.6%減碼歷史
KFRCKforce IncCOM51$2,494<0.1%+15+41.7%加碼歷史
Townebank Portsmouth Va89214P109COM73$2,496<0.1%−23−24.0%減碼–
PRKSUnited Parks & Resorts Inc.COM55$2,500<0.1%+45+450.0%加碼歷史
AGCOAGCO CorpCOM27$2,500<0.1%−6−18.2%減碼歷史
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION97$2,504<0.1%+97新進–
SPDR Ser Tr78468R689S&P KENSHO SMART97$2,504<0.1%00.0%不變–
GICGlobal Industrial CoCOM112$2,509<0.1%+112新進歷史
MLMoneylion Inc.COMM STK29$2,509<0.1%+1+3.6%加碼歷史
FVRRFiverr International Ltd.ORD SHS106$2,510<0.1%+64+152.4%加碼歷史
LIVNLivaNova PLCSHS64$2,515<0.1%−94−59.5%減碼歷史
TKRTimken CoCOM35$2,516<0.1%−91−72.2%減碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM825$2,516<0.1%+787+2,071.1%加碼歷史
ARRYArray Technologies, Inc.COM SHS517$2,518<0.1%+464+875.5%加碼歷史
VECOVeeco Instruments IncCOM126$2,530<0.1%+95+306.5%加碼歷史
WWWWolverine World Wide IncCOM182$2,532<0.1%−10−5.2%減碼歷史
STKLSunOpta Inc.COM521$2,532<0.1%−2−0.4%減碼歷史
SSTKShutterstock, Inc.COM136$2,533<0.1%+112+466.7%加碼歷史
iShares Tr46436E403MSCI US GARP ETF50$2,551<0.1%00.0%不變–
Fidelity Covington Trust316092303CONSMR STAPLES50$2,557<0.1%00.0%不變–
SEISolaris Energy Infrastructure, Inc.COM CL A118$2,568<0.1%+24+25.5%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