跳到主要內容
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
WAVEEco Wave Power Global AB (publ)SPONSORED ADS501$3,151<0.1%00.0%不變歷史
HBNCHorizon Bancorp IncCOM209$3,152<0.1%−103−33.0%減碼歷史
MEDMedifast IncCOM234$3,154<0.1%+17+7.8%加碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,185<0.1%00.0%不變–
VOXXVOXX International CorpCL A425$3,188<0.1%00.0%不變歷史
FBKFB Financial CorpCOM69$3,199<0.1%+46+200.0%加碼歷史
NBHCNational Bank Holdings CorpCL A84$3,215<0.1%+54+180.0%加碼歷史
FENCFennec Pharmaceuticals Inc.COM529$3,221<0.1%−163−23.6%減碼歷史
ALABAstera Labs, Inc.Stock54$3,222<0.1%−61−53.0%減碼歷史
PAGSPagSeguro Digital Ltd.COM CL A423$3,227<0.1%−2,697−86.4%減碼歷史
STAAStaar Surgical CoCOM PAR $0.01183$3,227<0.1%+96+110.3%加碼歷史
NFBKNorthfield Bancorp, Inc.COM296$3,230<0.1%−101−25.4%減碼歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3,231<0.1%00.0%不變–
NFENew Fortress Energy Inc.COM CL A389$3,232<0.1%+138+55.0%加碼歷史
CRVLCorvel CorpCOM29$3,248<0.1%−4−12.1%減碼歷史
MOMOHello Group Inc.ADS515$3,250<0.1%+17+3.4%加碼歷史
INGNInogen IncCOM459$3,273<0.1%+27+6.3%加碼歷史
TGTredegar CorpCOM425$3,273<0.1%−27−6.0%減碼歷史
BCBPBCB Bancorp IncCOM332$3,274<0.1%−327−49.6%減碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A391$3,277<0.1%+362+1,248.3%加碼歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES170$3,303<0.1%+170新進歷史
EVEREverQuote, Inc.COM CL A127$3,327<0.1%+118+1,311.1%加碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF61$3,328<0.1%+61新進–
First Trust Dow Jones Internet Index Fund33733E302ETF15$3,332<0.1%00.0%不變–
EFSCEnterprise Financial Services CorpCOM62$3,332<0.1%+32+106.7%加碼歷史
BOXBox IncCL A108$3,333<0.1%−29−21.2%減碼歷史
ALXAlexanders IncCOM16$3,346<0.1%+1+6.7%加碼歷史
HOVHovnanian Enterprises IncCL A NEW32$3,351<0.1%+32新進歷史
QNSTQuinstreet, IncCOM188$3,354<0.1%+95+102.2%加碼歷史
GOGrocery Outlet Holding Corp.COM241$3,369<0.1%−1,164−82.8%減碼歷史
LCIDLucid Group, Inc.COM1,396$3,378<0.1%+915+190.2%加碼歷史
WNEBWestern New England Bancorp, Inc.COM365$3,395<0.1%00.0%不變歷史
NMFCNew Mountain Finance CorpCOM308$3,397<0.1%−617−66.7%減碼歷史
TFINTriumph Financial, Inc.COM59$3,410<0.1%+40+210.5%加碼歷史
OUSTOuster, Inc.COM NEW381$3,422<0.1%+350+1,129.0%加碼歷史
ACVAACV Auctions Inc.COM CL A243$3,423<0.1%+102+72.3%加碼歷史
MLABMesa Laboratories IncCOM29$3,441<0.1%+9+45.0%加碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS236$3,443<0.1%+71+43.0%加碼歷史
XRXXerox Holdings CorpCOM NEW713$3,444<0.1%+663+1,326.0%加碼歷史
ATRCAtriCure, Inc.COM107$3,452<0.1%+61+132.6%加碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW157$3,452<0.1%+91+137.9%加碼歷史
MGRCMcGrath RentcorpCOM31$3,453<0.1%+13+72.2%加碼歷史
IMVTImmunovant, Inc.COM203$3,469<0.1%+186+1,094.1%加碼歷史
Carnival Corp Ltd.14365C103ADR198$3,471<0.1%+50+33.8%加碼–
NUVLNuvalent, Inc.COM49$3,476<0.1%+25+104.2%加碼歷史
EVRIEveri Holdings Inc.COM255$3,486<0.1%+71+38.6%加碼歷史
CRMTAmericas Carmart IncCOM77$3,495<0.1%+20+35.1%加碼歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF400$3,516<0.1%+400新進歷史
RHRHCOM15$3,516<0.1%+11+275.0%加碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,516<0.1%00.0%不變–
CGONCG Oncology, Inc.COM144$3,527<0.1%+138+2,300.0%加碼歷史
CYRXCryoport, Inc.COM PAR $0.001580$3,527<0.1%+447+336.1%加碼歷史
MRTNMarten Transport LtdCOM259$3,553<0.1%+220+564.1%加碼歷史
BFSTBusiness First Bancshares, Inc.COM146$3,555<0.1%−12−7.6%減碼歷史
RCReady Capital CorpCOM699$3,558<0.1%+229+48.7%加碼歷史
PGNYProgyny, Inc.COM160$3,575<0.1%+123+332.4%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF51$3,581<0.1%00.0%不變–
DDSDillard's, Inc.CL A10$3,581<0.1%−1−9.1%減碼歷史
AMBPArdagh Metal Packaging S.A.SHS1,189$3,591<0.1%−903−43.2%減碼歷史
CDPCopt Defense PropertiesREIT132$3,599<0.1%−11−7.7%減碼歷史
CCUUnited Breweries Co IncSPONSORED ADR239$3,633<0.1%+149+165.6%加碼歷史
PRKPark National CorpCOM24$3,633<0.1%−2−7.7%減碼歷史
Tidal Trust I886364231FUND GRAN US ETF200$3,635<0.1%−300−60.0%減碼–
LZLegalzoom.com, Inc.COM424$3,651<0.1%+379+842.2%加碼歷史
GTNGray Media, IncCOM850$3,672<0.1%+675+385.7%加碼歷史
BXCBlueLinx Holdings Inc.COM NEW49$3,674<0.1%+45+1,125.0%加碼歷史
APPSDigital Turbine, Inc.COM NEW1,355$3,679<0.1%+583+75.5%加碼歷史
STELStellar Bancorp, Inc.COM133$3,679<0.1%+121+1,008.3%加碼歷史
ARQTArcutis Biotherapeutics, Inc.COM237$3,707<0.1%+153+182.1%加碼歷史
MESOMesoblast LtdADR297$3,707<0.1%+182+158.3%加碼歷史
IIINInsteel Industries IncCOM141$3,708<0.1%+91+182.0%加碼歷史
MLCOMelco Resorts & Entertainment LTDADR705$3,716<0.1%+585+487.5%加碼歷史
CYTKCytokinetics IncCOM NEW93$3,738<0.1%+42+82.4%加碼歷史
TPBTurning Point Brands, Inc.COM63$3,745<0.1%−6−8.7%減碼歷史
UTLUnitil CorpCOM65$3,749<0.1%+1+1.6%加碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD57$3,751<0.1%00.0%不變–
CXWCoreCivic, Inc.COM185$3,754<0.1%−5−2.6%減碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A84$3,754<0.1%+60+250.0%加碼歷史
PRTAProthena Corp Public Ltd CoSHS304$3,762<0.1%+200+192.3%加碼歷史
EPCEdgewell Personal Care CoCOM121$3,776<0.1%+97+404.2%加碼歷史
FIZZNational Beverage CorpCOM91$3,780<0.1%+21+30.0%加碼歷史
CDNACareDx, Inc.COM213$3,781<0.1%+189+787.5%加碼歷史
OPKOpko Health, Inc.COM2,280$3,785<0.1%+1,134+99.0%加碼歷史
DEAEasterly Government Properties, Inc.COM SHS358$3,795<0.1%+358新進歷史
Despegar Com CorpG27358103ORD SHS202$3,796<0.1%+88+77.2%加碼–
PENNPENN Entertainment, Inc.COM233$3,800<0.1%−106−31.3%減碼歷史
RVMDRevolution Medicines, Inc.COM108$3,818<0.1%+51+89.5%加碼歷史
KSSKOHLS CorpStock468$3,828<0.1%−44−8.6%減碼歷史
RMRRMR Group Inc.CL A230$3,829<0.1%+230新進歷史
WSBFWaterstone Financial, Inc.COM285$3,833<0.1%+3+1.1%加碼歷史
FFBCFirst Financial BancorpCOM154$3,846<0.1%+68+79.1%加碼歷史
WNCWabash National CorpCOM349$3,857<0.1%−61−14.9%減碼歷史
KRNTKornit Digital Ltd.SHS203$3,873<0.1%+200+6,666.7%加碼歷史
WORWorthington Enterprises, Inc.COM78$3,907<0.1%+63+420.0%加碼歷史
PRGPROG Holdings, Inc.Stock147$3,910<0.1%00.0%不變歷史
CSTMConstellium SECL A SHS390$3,935<0.1%+237+154.9%加碼歷史
AGXArgan IncStock30$3,936<0.1%+3+11.1%加碼歷史
ZNTLZentalis Pharmaceuticals, Inc.COM2,477$3,939<0.1%−879−26.2%減碼歷史
SYMSymbotic Inc.Stock195$3,940<0.1%+162+490.9%加碼歷史
SRCE1st Source CorpCOM66$3,947<0.1%+47+247.4%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