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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
NSSCNapco Security Technologies, IncStock172$3,959<0.1%+160+1,333.3%加碼歷史
AGROAdecoagro S.A.COM355$3,965<0.1%+112+46.1%加碼歷史
FRHCFreedom Holding Corp.COM30$3,965<0.1%+24+400.0%加碼歷史
PUMPProPetro Holding Corp.COM540$3,969<0.1%−25−4.4%減碼歷史
XNCRXencor IncCOM373$3,969<0.1%+371+18,550.0%加碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK660$3,973<0.1%−2,032−75.5%減碼歷史
Listed FD Tr53656F474TRUESHARES LW VO117$3,976<0.1%00.0%不變–
IOSPInnospec Inc.COM42$3,979<0.1%+7+20.0%加碼歷史
OECOrion S.A.COM308$3,982<0.1%+283+1,132.0%加碼歷史
Amplify Blockchain Technology ETF032108607ETF108$3,983<0.1%−214−66.5%減碼–
ACMRACM Research, Inc.Stock171$3,991<0.1%+152+800.0%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK128$3,999<0.1%−30−19.0%減碼–
BURBurford Capital LtdORD SHS305$4,028<0.1%+149+95.5%加碼歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4,033<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN72$4,041<0.1%−618−89.6%減碼–
WLYJohn Wiley & Sons, Inc.CL A91$4,054<0.1%+55+152.8%加碼歷史
SBHSally Beauty Holdings, Inc.COM449$4,055<0.1%+21+4.9%加碼歷史
DECDiversified Energy CoSHS NEW300$4,056<0.1%+300新進歷史
PKSTPeakstone Realty TrustCommon Stock322$4,057<0.1%+322新進歷史
BGSB&G Foods, Inc.COM591$4,060<0.1%−4−0.7%減碼歷史
DARDarling Ingredients Inc.COM130$4,061<0.1%+129+12,900.0%加碼歷史
DORMDorman Products, Inc.COM34$4,098<0.1%+13+61.9%加碼歷史
VICRVicor CorpCOM88$4,116<0.1%+25+39.7%加碼歷史
SHCSotera Health CoCOM353$4,116<0.1%+2+0.6%加碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM124$4,116<0.1%−8−6.1%減碼歷史
HRTGHeritage Insurance Holdings, Inc.COM287$4,139<0.1%+147+105.0%加碼歷史
WSCWillScot Holdings CorpCOM CL A149$4,142<0.1%−32−17.7%減碼歷史
PLOWDouglas Dynamics, IncCOM179$4,159<0.1%+36+25.2%加碼歷史
BANFBancfirst CorpCOM38$4,175<0.1%+12+46.2%加碼歷史
MIRMirion Technologies, Inc.COM CL A288$4,176<0.1%+207+255.6%加碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG526$4,182<0.1%+526新進歷史
JBIJanus International Group, Inc.COMMON STOCK582$4,190<0.1%+532+1,064.0%加碼歷史
ATSGAir Transport Services Group, Inc.COM187$4,196<0.1%+36+23.8%加碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,204<0.1%00.0%不變–
JACKJack in the Box IncCOM155$4,214<0.1%+133+604.5%加碼歷史
SBGISinclair, Inc.CL A265$4,221<0.1%+41+18.3%加碼歷史
IOTSamsara Inc.Stock111$4,255<0.1%+61+122.0%加碼歷史
DRVNDriven Brands Holdings Inc.COM249$4,267<0.1%+107+75.4%加碼歷史
SXCSunCoke Energy, Inc.COM464$4,269<0.1%+76+19.6%加碼歷史
Global X FDS37954Y483NASDAQ 100 COVER257$4,274<0.1%+257新進–
YOUClear Secure, Inc.COM CL A165$4,275<0.1%+110+200.0%加碼歷史
PRVAPrivia Health Group, Inc.COM191$4,288<0.1%−2,189−92.0%減碼歷史
CWANClearwater Analytics Holdings, Inc.CL A160$4,288<0.1%+92+135.3%加碼歷史
PTGXProtagonist Therapeutics, IncCOM89$4,303<0.1%+79+790.0%加碼歷史
CMPCompass Minerals International IncStock467$4,338<0.1%−66−12.4%減碼歷史
CHEFChefs' Warehouse, Inc.COM80$4,356<0.1%+29+56.9%加碼歷史
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4,361<0.1%00.0%不變–
KALUKaiser Aluminum CorpCOM PAR $0.0172$4,365<0.1%−2−2.7%減碼歷史
OSPNOneSpan Inc.COM287$4,377<0.1%+195+212.0%加碼歷史
ARDXArdelyx, Inc.COM893$4,385<0.1%+362+68.2%加碼歷史
WSRWhitestone REITCOM302$4,400<0.1%00.0%不變歷史
OSBCOld Second Bancorp IncCOM265$4,410<0.1%+251+1,792.9%加碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC186$4,438<0.1%00.0%不變–
NNNextnav Inc.COMMON STOCK365$4,443<0.1%+46+14.4%加碼歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4,447<0.1%00.0%不變–
CRKComstock Resources IncCOM219$4,454<0.1%−1−0.5%減碼歷史
REVGREV Group, Inc.COM141$4,455<0.1%+38+36.9%加碼歷史
APPNAppian CorpCL A155$4,466<0.1%+87+127.9%加碼歷史
DAVAEndava plcADS229$4,468<0.1%+2+0.9%加碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4,482<0.1%−1−2.0%減碼–
WSWorthington Steel, Inc.COM SHS177$4,483<0.1%+169+2,112.5%加碼歷史
HXLHexcel CorpCOM82$4,490<0.1%−53−39.3%減碼歷史
STCStewart Information Services CorpCOM63$4,495<0.1%+27+75.0%加碼歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4,500<0.1%+169新進–
TGITriumph Group IncCOM178$4,510<0.1%+45+33.8%加碼歷史
PLMRPalomar Holdings, Inc.Stock33$4,524<0.1%+20+153.8%加碼歷史
CCSIConsensus Cloud Solutions, Inc.COM196$4,524<0.1%+13+7.1%加碼歷史
AMBAAmbarella IncSHS90$4,530<0.1%+50+125.0%加碼歷史
HNSTHonest Company, Inc.COM970$4,559<0.1%+796+457.5%加碼歷史
AHCOAdaptHealth Corp.COMMON STOCK421$4,564<0.1%+201+91.4%加碼歷史
Global X Uranium ETF37954Y871ETF200$4,584<0.1%+100+100.0%加碼–
SWTXSpringWorks Therapeutics, Inc.COM104$4,589<0.1%+54+108.0%加碼歷史
MATWMatthews International CorpCL A207$4,604<0.1%+127+158.8%加碼歷史
GESGuess IncCOM416$4,605<0.1%−345−45.3%減碼歷史
JJSFJ&J Snack Foods CorpCOM35$4,610<0.1%−40−53.3%減碼歷史
BMBLBumble Inc.COM CL A1,064$4,617<0.1%−398−27.2%減碼歷史
ASCArdmore Shipping CorpCOM472$4,620<0.1%−256−35.2%減碼歷史
LGNDLigand Pharmaceuticals IncCOM NEW44$4,625<0.1%+12+37.5%加碼歷史
OUTOUTFRONT Media Inc.REIT288$4,645<0.1%+288新進歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100160$4,650<0.1%00.0%不變–
SLGNSilgan Holdings IncCOM92$4,711<0.1%+1+1.1%加碼歷史
MMIMarcus & Millichap, Inc.COM137$4,719<0.1%−112−45.0%減碼歷史
CALCaleres IncCOM274$4,721<0.1%+270+6,750.0%加碼歷史
HURNHuron Consulting Group Inc.Stock33$4,734<0.1%+33新進歷史
MSEXMiddlesex Water CoCOM74$4,743<0.1%+22+42.3%加碼歷史
CKXCKX Lands, Inc.COM400$4,748<0.1%00.0%不變歷史
HAINHain Celestial Group IncCOM1,146$4,756<0.1%+916+398.3%加碼歷史
AMRAlpha Metallurgical Resources, Inc.COM38$4,760<0.1%+16+72.7%加碼歷史
UEUrban Edge PropertiesCOM251$4,769<0.1%+175+230.3%加碼歷史
HTHHilltop Holdings Inc.COM157$4,781<0.1%+154+5,133.3%加碼歷史
Fidelity Covington Trust316092162DISRU COMMU ETF130$4,785<0.1%+130新進–
MYEMyers Industries IncCOM402$4,796<0.1%+402新進歷史
CIVBCivista Bancshares, Inc.COM NO PAR246$4,807<0.1%+28+12.8%加碼歷史
LMNDLemonade, Inc.Stock153$4,809<0.1%+105+218.8%加碼歷史
iShares Tr464288372GLB INFRASTR ETF88$4,811<0.1%00.0%不變–
ODPODP CorpCOM336$4,815<0.1%+336新進歷史
ASTSAST SpaceMobile, Inc.COM CL A212$4,820<0.1%−3−1.4%減碼歷史
NXRTNexPoint Residential Trust, Inc.COM122$4,822<0.1%−24−16.4%減碼歷史
GLOBGlobant S.A.COM41$4,826<0.1%−790−95.1%減碼歷史
GMSGMS Inc.COM66$4,830<0.1%+2+3.1%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