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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
QCRHQCR Holdings IncCOM36$2,568<0.1%+26+260.0%加碼歷史
EVTCEVERTEC, Inc.COM70$2,574<0.1%−15−17.6%減碼歷史
AMSFAmerisafe IncCOM49$2,575<0.1%+20+69.0%加碼歷史
ALGTAllegiant Travel COCOM50$2,582<0.1%−53−51.5%減碼歷史
PENGPenguin Solutions, Inc.SHS150$2,606<0.1%+103+219.1%加碼歷史
PCVXVaxcyte, Inc.COM69$2,611<0.1%+18+35.3%加碼歷史
KURAKura Oncology, Inc.COM397$2,620<0.1%+390+5,571.4%加碼歷史
NBRNabors Industries LtdSHS63$2,628<0.1%+17+37.0%加碼歷史
GTESGates Industrial Corp Ltd.ORD SHS143$2,632<0.1%−33−18.8%減碼歷史
CPRICapri Holdings LtdSHS133$2,634<0.1%−33−19.9%減碼歷史
CARSCars.com Inc.COM234$2,637<0.1%−34−12.7%減碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C66$2,641<0.1%+48+266.7%加碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,645<0.1%00.0%不變–
UUUUEnergy Fuels IncCOM NEW709$2,645<0.1%+512+259.9%加碼歷史
EGBNEagle Bancorp IncCOM126$2,646<0.1%−21−14.3%減碼歷史
SPDR Series Trust78468R549SP O&G EQP SERV37$2,652<0.1%+37新進–
SAROStandardAero, Inc.COM100$2,664<0.1%+100新進歷史
WEAVWeave Communications, Inc.Stock241$2,673<0.1%+9+3.9%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A11$2,679<0.1%−32−74.4%減碼歷史
SNSharkNinja, Inc.COM SHS32$2,685<0.1%−3−8.6%減碼歷史
EOSEEos Energy Enterprises, Inc.COM CL A712$2,691<0.1%00.0%不變歷史
EBFEnnis, Inc.COM134$2,692<0.1%+30+28.8%加碼歷史
CALXCalix, IncCOM76$2,693<0.1%+72+1,800.0%加碼歷史
BGCBGC Group, Inc.CL A294$2,696<0.1%−104−26.1%減碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI165$2,698<0.1%+165新進–
iShares Select U.S. REIT ETF464287564ETF44$2,707<0.1%00.0%不變–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF53$2,707<0.1%+15+39.5%加碼–
HGHamilton Insurance Group, Ltd.CL B131$2,716<0.1%+70+114.8%加碼歷史
SMTCSemtech CorpStock79$2,718<0.1%+29+58.0%加碼歷史
SOUNSoundhound AI, Inc.CLASS A COM336$2,728<0.1%+105+45.5%加碼歷史
FFICFlushing Financial CorpCOM215$2,730<0.1%+55+34.4%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A37$2,733<0.1%00.0%不變歷史
TRIPTripAdvisor, Inc.COM193$2,735<0.1%+116+150.6%加碼歷史
DAWNDay One Biopharmaceuticals, Inc.Stock345$2,736<0.1%+332+2,553.8%加碼歷史
SAFTSafety Insurance Group IncCOM35$2,761<0.1%−8−18.6%減碼歷史
UISUnisys CorpCOM NEW602$2,763<0.1%+581+2,766.7%加碼歷史
KLCKinderCare Learning Companies, Inc.COM240$2,782<0.1%+240新進歷史
LNNLindsay CorpCOM22$2,783<0.1%+14+175.0%加碼歷史
DCODucommun IncCOM48$2,786<0.1%+12+33.3%加碼歷史
VSTMVerastem, Inc.COM NEW462$2,786<0.1%+453+5,033.3%加碼歷史
SUZSuzano S.A.SPON ADS300$2,787<0.1%+44+17.2%加碼歷史
BRF SA10552T107SPONSORED ADR811$2,790<0.1%−397−32.9%減碼–
CHPTChargePoint Holdings, Inc.COM CL A4,621$2,796<0.1%+4,338+1,532.9%加碼歷史
CVGWCalavo Growers IncCOM117$2,807<0.1%+24+25.8%加碼歷史
IVRInvesco Mortgage Capital Inc.COM357$2,817<0.1%+115+47.5%加碼歷史
SCSSteelcase IncCL A257$2,817<0.1%+178+225.3%加碼歷史
GPREGreen Plains Inc.COM582$2,823<0.1%+498+592.9%加碼歷史
FRPTFreshpet, Inc.Stock34$2,828<0.1%−43−55.8%減碼歷史
BYDBoyd Gaming CorpCOM43$2,831<0.1%00.0%不變歷史
AKROAkero Therapeutics, Inc.COM70$2,833<0.1%+61+677.8%加碼歷史
PMLPIMCO Municipal Income Fund IICOM350$2,835<0.1%00.0%不變歷史
JANXJanux Therapeutics, Inc.COM105$2,835<0.1%+97+1,212.5%加碼歷史
ZEUSOlympic Steel IncCOM90$2,837<0.1%−6−6.3%減碼歷史
INVXInnovex International, Inc.COM158$2,838<0.1%+26+19.7%加碼歷史
AMPLAmplitude, Inc.Stock279$2,843<0.1%+188+206.6%加碼歷史
HGVHilton Grand Vacations Inc.COM76$2,843<0.1%+62+442.9%加碼歷史
TYGTortoise Energy Infrastructure CorpCOM66$2,846<0.1%+66新進歷史
IMCRImmunocore Holdings plcADS96$2,848<0.1%+96新進歷史
LKFNLakeland Financial CorpCOM48$2,853<0.1%+41+585.7%加碼歷史
AVOMission Produce, Inc.COM273$2,861<0.1%+46+20.3%加碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS40$2,862<0.1%+1+2.6%加碼歷史
KGSKodiak Gas Services, Inc.COM77$2,872<0.1%+70+1,000.0%加碼歷史
SERVServe Robotics Inc.COM500$2,875<0.1%+500新進歷史
PEBOPeoples Bancorp IncCOM97$2,877<0.1%+28+40.6%加碼歷史
NTLAIntellia Therapeutics, Inc.COM405$2,879<0.1%+135+50.0%加碼歷史
EFOREverforth IncCOM46$2,898<0.1%−34−42.5%減碼歷史
Sapiens Intl Corp N VG7T16G103SHS107$2,899<0.1%+96+872.7%加碼–
EYENational Vision Holdings, Inc.COM227$2,901<0.1%+99+77.3%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$2,908<0.1%00.0%不變歷史
IBRXImmunityBio, Inc.COM968$2,913<0.1%+245+33.9%加碼歷史
LGIHLGI Homes, Inc.COM44$2,924<0.1%+27+158.8%加碼歷史
VRTSVirtus Investment Partners, Inc.COM17$2,930<0.1%−7−29.2%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF111$2,950<0.1%00.0%不變–
HOSHornbeck Offshore Services, Inc.Stock356$2,958<0.1%+318+836.8%加碼歷史
iShares Tr46435G334MSCI UK ETF NEW79$2,960<0.1%00.0%不變–
Matthews Asia FDS577125818EMER MKTS EQUITY101$2,960<0.1%00.0%不變–
ACCDAccolade, Inc.COM426$2,974<0.1%+210+97.2%加碼歷史
FLGFlagstar Bank, National AssociationStock256$2,975<0.1%+153+148.5%加碼歷史
STNEStoneCo Ltd.COM287$3,008<0.1%+245+583.3%加碼歷史
SEMRSEMrush Holdings, Inc.CL A COM323$3,014<0.1%+296+1,096.3%加碼歷史
PLUGPlug Power IncStock2,244$3,029<0.1%−173−7.2%減碼歷史
WisdomTree Tr97717W315EMER MKT HIGH FD72$3,030<0.1%+72新進–
EVEXEve Holding, Inc.COM913$3,032<0.1%+872+2,126.8%加碼歷史
WKCWorld Kinect CorpCOM107$3,035<0.1%+79+282.1%加碼歷史
AOUTAmerican Outdoor Brands, Inc.COM250$3,040<0.1%00.0%不變歷史
MTNVail Resorts IncCOM19$3,040<0.1%−54−74.0%減碼歷史
ADTNADTRAN Holdings, Inc.COM349$3,044<0.1%+312+843.2%加碼歷史
SNDXSyndax Pharmaceuticals IncCOM248$3,046<0.1%+185+293.7%加碼歷史
BEAMBeam Therapeutics Inc.COM156$3,047<0.1%+95+155.7%加碼歷史
SFLSFL Corp Ltd.SHS373$3,058<0.1%+42+12.7%加碼歷史
PDPagerDuty, Inc.COM168$3,069<0.1%+90+115.4%加碼歷史
TPGTPG Inc.COM CL A65$3,083<0.1%−13−16.7%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM416$3,091<0.1%+330+383.7%加碼歷史
ARLOArlo Technologies, Inc.COM315$3,109<0.1%+197+166.9%加碼歷史
CUBECubeSmartREIT73$3,119<0.1%−42−36.5%減碼歷史
NEONeogenomics IncCOM NEW329$3,122<0.1%−416−55.8%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM247$3,146<0.1%+129+109.3%加碼歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM214$3,146<0.1%+194+970.0%加碼歷史
GOODGladstone Commercial CorpCOM210$3,146<0.1%−19−8.3%減碼歷史
OMCLOmnicell, Inc.COM90$3,147<0.1%−87−49.2%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