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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
RGENRepligen CorpCOM38$4,835<0.1%+7+22.6%加碼歷史
iShares Tr464287184CHINA LG-CAP ETF135$4,838<0.1%−200−59.7%減碼–
BRSLBrightstar Lottery PLCSHS USD298$4,845<0.1%+188+170.9%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW164$4,869<0.1%−564−77.5%減碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock176$4,870<0.1%−249−58.6%減碼–
Alps ETF Tr00162Q858SECTR DIV DOGS84$4,880<0.1%00.0%不變–
TFIITFI International Inc.COM63$4,889<0.1%−13−17.1%減碼歷史
NIONIO Inc.ADR1,290$4,915<0.1%+456+54.7%加碼歷史
GNTXGentex CorpCOM211$4,916<0.1%+51+31.9%加碼歷史
MGNIMagnite, Inc.COM431$4,917<0.1%+357+482.4%加碼歷史
HCIHCI Group, Inc.COM33$4,925<0.1%+11+50.0%加碼歷史
ASRSoutheast Airport GroupSPON ADR SER B18$4,929<0.1%+5+38.5%加碼歷史
iShares Inc464286533MSCI EMERG MRKT85$4,931<0.1%−57−40.1%減碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$4,937<0.1%+90新進–
WASHWashington Trust Bancorp IncCOM160$4,937<0.1%+32+25.0%加碼歷史
NMRKNewmark Group, Inc.CL A407$4,954<0.1%+60+17.3%加碼歷史
AZTAAzenta, Inc.COM143$4,954<0.1%+35+32.4%加碼歷史
ALGAlamo Group IncCOM28$4,990<0.1%+23+460.0%加碼歷史
CNXNPC Connection IncCOM80$4,993<0.1%+20+33.3%加碼歷史
CNMDCONMED CorpCOM83$5,013<0.1%+43+107.5%加碼歷史
CURBCurbline Properties Corp.COM208$5,031<0.1%+9+4.5%加碼歷史
ALRMAlarm.com Holdings, Inc.COM91$5,065<0.1%+14+18.2%加碼歷史
UFCSUnited Fire Group IncCOM172$5,067<0.1%+130+309.5%加碼歷史
ETHEGrayscale Ethereum Staking ETFETF334$5,083<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM55$5,089<0.1%−171−75.7%減碼–
FWRDForward Air CorpCOM254$5,103<0.1%−12−4.5%減碼歷史
TENBTenable Holdings, Inc.COM146$5,107<0.1%+99+210.6%加碼歷史
UPSTUpstart Holdings, Inc.COM111$5,109<0.1%+77+226.5%加碼歷史
EXTRExtreme Networks IncCOM387$5,120<0.1%+29+8.1%加碼歷史
iShares Inc464286202MSCI AUSTRIA ETF204$5,124<0.1%+204新進–
FUNSix Flags Entertainment CorporationCOM144$5,137<0.1%+124+620.0%加碼歷史
RPCRidgepost Capital, Inc.CL A COM438$5,147<0.1%+82+23.0%加碼歷史
VOYAVoya Financial, Inc.COM76$5,150<0.1%−88−53.7%減碼歷史
RNSTRenasant CorpCOM152$5,157<0.1%+150+7,500.0%加碼歷史
iShares Inc464286749MSCI SWITZERLAND100$5,179<0.1%00.0%不變–
VITLVital Farms, Inc.COM170$5,181<0.1%+13+8.3%加碼歷史
NPKNational Presto Industries IncCOM59$5,186<0.1%+7+13.5%加碼歷史
RHPRyman Hospitality Properties, Inc.COM57$5,212<0.1%+43+307.1%加碼歷史
MTXMinerals Technologies IncCOM82$5,213<0.1%−6−6.8%減碼歷史
ZGZillow Group, Inc.CL A78$5,215<0.1%+76+3,800.0%加碼歷史
OFLXOmega Flex, Inc.COM150$5,217<0.1%+141+1,566.7%加碼歷史
TDWTidewater IncCOM124$5,241<0.1%−941−88.4%減碼歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5,241<0.1%00.0%不變–
BSACBanco Santander ChileSP ADR REP COM230$5,244<0.1%+55+31.4%加碼歷史
BUSEFirst Busey CorpCOM NEW243$5,249<0.1%+113+86.9%加碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR110$5,259<0.1%−36−24.7%減碼歷史
AUPHAurinia Pharmaceuticals Inc.COM659$5,298<0.1%+295+81.0%加碼歷史
OPENOpendoor Technologies Inc.COM5,205$5,309<0.1%+4,961+2,033.2%加碼歷史
CERTCertara, Inc.COM537$5,317<0.1%+378+237.7%加碼歷史
WWayfair Inc.CL A166$5,317<0.1%+91+121.3%加碼歷史
KREFKKR Real Estate Finance Trust Inc.COM493$5,324<0.1%−22−4.3%減碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD209$5,345<0.1%+1+0.5%加碼–
iShares Tr464287796U.S. ENERGY ETF108$5,348<0.1%−37−25.5%減碼–
RXORXO, Inc.COMMON STOCK283$5,405<0.1%+5+1.8%加碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 101,038$5,419<0.1%+893+615.9%加碼歷史
TENTsakos Energy Navigation LtdSHS318$5,425<0.1%−626−66.3%減碼歷史
iShares Tr464288489INTL DEV RE ETF275$5,426<0.1%00.0%不變–
FINVFinVolution GroupSPONSORED ADS564$5,431<0.1%−369−39.5%減碼歷史
TVTXTravere Therapeutics, Inc.COM304$5,448<0.1%+157+106.8%加碼歷史
ZLABZai Lab LtdADR151$5,457<0.1%+53+54.1%加碼歷史
iShares Tr464288794US BR DEL SE ETF39$5,464<0.1%00.0%不變–
GTLSChart Industries IncCOM38$5,486<0.1%+34+850.0%加碼歷史
SXIStandex International CorpCOM34$5,488<0.1%−2−5.6%減碼歷史
PANLPangaea Logistics Solutions Ltd.SHS1,154$5,494<0.1%+239+26.1%加碼歷史
GPRKGeoPark LtdUSD SHS681$5,502<0.1%+23+3.5%加碼歷史
BHEBenchmark Electronics IncCOM146$5,552<0.1%+34+30.4%加碼歷史
FISIFinancial Institutions IncCOM223$5,566<0.1%+22+10.9%加碼歷史
UNFUnifirst CorpCOM32$5,568<0.1%+6+23.1%加碼歷史
DNBDun & Bradstreet Holdings, Inc.COM623$5,570<0.1%−1,658−72.7%減碼歷史
MNROMonro, Inc.COM385$5,571<0.1%+180+87.8%加碼歷史
KRNYKearny Financial Corp.COM891$5,578<0.1%+127+16.6%加碼歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF113$5,597<0.1%+113新進–
TRTootsie Roll Industries IncCOM178$5,604<0.1%+32+21.9%加碼歷史
HOGHarley-Davidson, Inc.COM222$5,606<0.1%+88+65.7%加碼歷史
DXDynex Capital IncCOM431$5,612<0.1%−138−24.3%減碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A97$5,614<0.1%+77+385.0%加碼歷史
BJRIBJs RESTAURANTS INCCOM164$5,619<0.1%+24+17.1%加碼歷史
SPDR Series Trust78464A516ST INTL BBG ETF259$5,652<0.1%+1+0.4%加碼–
HELEHelen of Troy LtdStock106$5,669<0.1%+57+116.3%加碼歷史
SHLSShoals Technologies Group, Inc.CL A1,708$5,670<0.1%+1,628+2,035.0%加碼歷史
KBRKBR, Inc.COM114$5,678<0.1%+2+1.8%加碼歷史
EHABEnhabit, Inc.COM646$5,678<0.1%+87+15.6%加碼歷史
SCSCScansource, Inc.COM167$5,680<0.1%−28−14.4%減碼歷史
SEDGSolaredge Technologies, Inc.COM352$5,695<0.1%+159+82.4%加碼歷史
THFFFirst Financial CorpStock117$5,731<0.1%+55+88.7%加碼歷史
AUDCAudiocodes LtdORD610$5,746<0.1%+253+70.9%加碼歷史
Global X FDS37954Y657US PFD ETF302$5,749<0.1%−995−76.7%減碼–
EMBCEmbecta Corp.Stock455$5,802<0.1%+303+199.3%加碼歷史
PFSProvident Financial Services IncCOM338$5,804<0.1%+29+9.4%加碼歷史
SASRSandy Spring Bancorp IncCOM208$5,813<0.1%−29−12.2%減碼歷史
AUBNAuburn National Bancorporation, IncCOM270$5,829<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,840<0.1%00.0%不變–
TKTeekay Corp LtdSHS889$5,841<0.1%−75−7.8%減碼歷史
DNLIDenali Therapeutics Inc.COM431$5,859<0.1%+135+45.6%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL185$5,892<0.1%00.0%不變–
PIMCO ETF Tr72201R619PREFERRED AND CP117$5,915<0.1%00.0%不變–
UPBDUpbound Group, Inc.COM247$5,918<0.1%+150+154.6%加碼歷史
iShares Tr46435G474FALN ANGLS USD222$5,943<0.1%−436−66.3%減碼–
MGPIMGP Ingredients IncCOM203$5,964<0.1%+203新進歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW98$5,976<0.1%00.0%不變–

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