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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
HYHyster-Yale, Inc.CL A1$42<0.1%−4−80.0%減碼歷史
XBITXBiotech Inc.COM13$42<0.1%+13新進歷史
CLDTChatham Lodging TrustCOM6$43<0.1%+6新進歷史
LYRALyra Therapeutics, Inc.COM343$43<0.1%+224+188.2%加碼歷史
VMDViemed Healthcare, Inc.COM6$44<0.1%+6新進歷史
SWIMLatham Group, Inc.COM7$45<0.1%−5−41.7%減碼歷史
CATXPerspective Therapeutics, Inc.COM NEW21$45<0.1%+21新進歷史
NWFLNorwood Financial CorpCOM2$48<0.1%+2新進歷史
GENCGencor Industries IncCOM4$49<0.1%−10−71.4%減碼歷史
DLOdLocal LtdCLASS A COM6$50<0.1%00.0%不變歷史
LCTXLineage Cell Therapeutics, Inc.COM111$50<0.1%+111新進歷史
SSTSystem1, Inc.COMMON STOCK130$50<0.1%+130新進歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF1$51<0.1%+1新進–
IDTIdt CorpCL B NEW1$51<0.1%+1新進歷史
LENZLENZ Therapeutics, Inc.COM2$51<0.1%+2新進歷史
MPBMid Penn Bancorp IncCOM2$52<0.1%−27−93.1%減碼歷史
CCCCC4 Therapeutics, Inc.COM STK33$53<0.1%+29+725.0%加碼歷史
NKSHNational Bankshares IncCOM2$53<0.1%+2新進歷史
PEBKPeoples Bancorp of North Carolina IncCOM2$54<0.1%+1+100.0%加碼歷史
TSVT2seventy bio, Inc.COMMON STOCK11$54<0.1%+9+450.0%加碼歷史
Tevogen Inc.G8028L107CLASS A ORD50$54<0.1%+49+4,900.0%加碼–
MCBMetropolitan Bank Holding Corp.COM1$56<0.1%+1新進歷史
CTNMContineum Therapeutics, Inc.CL A8$56<0.1%+5+166.7%加碼歷史
VRCAVerrica Pharmaceuticals Inc.COM126$56<0.1%+126新進歷史
LYELLyell Immunopharma, Inc.COM106$57<0.1%+106新進歷史
REKRRekor Systems, Inc.COM65$58<0.1%+65新進歷史
PROPPrairie Operating Co.Stock11$59<0.1%+11新進歷史
LBTYKLiberty Global Ltd.COM CL C5$60<0.1%00.0%不變歷史
MNTKMontauk Renewables, Inc.COM29$61<0.1%+29新進歷史
BPRNPrinceton Bancorp, Inc.COM2$61<0.1%+2新進歷史
MRDNMeridian Holdings Inc.COM31$61<0.1%+31新進歷史
KODKodiak Sciences Inc.COM22$62<0.1%+22新進歷史
RGCORGC Resources IncCOM3$63<0.1%+3新進歷史
EVCEntravision Communications CorpCL A30$63<0.1%−766−96.2%減碼歷史
TRVITrevi Therapeutics, Inc.COM10$63<0.1%+10新進歷史
CAMPCamp4 Therapeutics CorpCOM16$64<0.1%+16新進歷史
DXLGDestination XL Group, Inc.COM44$64<0.1%+44新進歷史
DTIDrilling Tools International CorpCOM27$64<0.1%+27新進歷史
MBXMBX Biosciences, Inc.COM9$66<0.1%+9新進歷史
LVWRLiveWire Group, Inc.COM34$68<0.1%+24+240.0%加碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1$69<0.1%−10−90.9%減碼–
SYBTStock Yards Bancorp, Inc.COM1$69<0.1%−14−93.3%減碼歷史
AVAHAveanna Healthcare Holdings, Inc.COM13$70<0.1%+13新進歷史
INMBInmune Bio, Inc.COM9$70<0.1%+9新進歷史
CLNEClean Energy Fuels Corp.COM46$71<0.1%−254−84.7%減碼歷史
ATOSAtossa Therapeutics, Inc.COM105$71<0.1%+73+228.1%加碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH1$72<0.1%00.0%不變–
AIRSAirsculpt Technologies, Inc.COM31$72<0.1%+31新進歷史
OESXOrion Energy Systems, Inc.COM100$72<0.1%00.0%不變歷史
CASHPathward Financial, Inc.COM1$73<0.1%−10−90.9%減碼歷史
JBIOJade Biosciences, Inc.COM30$75<0.1%+30新進歷史
BSVNBank7 Corp.COM2$77<0.1%−6−75.0%減碼歷史
VALUValue Line IncCOM2$77<0.1%+2新進歷史
ENFNEnfusion, Inc.CL A7$78<0.1%−33−82.5%減碼歷史
RGLSRegulus Therapeutics Inc.COM46$81<0.1%−36−43.9%減碼歷史
OPADOfferpad Solutions Inc.COM CL A49$81<0.1%+6+14.0%加碼歷史
CIXCompx International IncCL A4$83<0.1%+4新進歷史
MGNXMacrogenics IncCOM65$83<0.1%+43+195.5%加碼歷史
INBXInhibrx Biosciences, Inc.COM6$84<0.1%00.0%不變歷史
PLRXPliant Therapeutics, Inc.COM62$84<0.1%+62新進歷史
TYRATyra Biosciences, Inc.COM9$84<0.1%+9新進歷史
WOWWideOpenWest, Inc.COM17$84<0.1%+17新進歷史
HUMAHumacyte, Inc.COM50$85<0.1%+47+1,566.7%加碼歷史
AFRIForafric Global PLCORDINARY SHARES10$86<0.1%+6+150.0%加碼歷史
IIIInformation Services Group Inc.COM22$86<0.1%+22新進歷史
USLMUnited States Lime & Minerals IncCOM1$88<0.1%−4−80.0%減碼歷史
AMLXAmylyx Pharmaceuticals, Inc.COM25$89<0.1%00.0%不變歷史
BHBBar Harbor BanksharesCOM3$89<0.1%+3新進歷史
FIRYFiry Inc.COM CL A20$90<0.1%+20新進歷史
PIImpinj IncCOM1$91<0.1%−7−87.5%減碼歷史
MAMAMama's Creations, Inc.COM14$91<0.1%00.0%不變歷史
EAFGraftech International LtdCOM107$94<0.1%+102+2,040.0%加碼歷史
NMRANeumora Therapeutics, Inc.COM95$95<0.1%+92+3,066.7%加碼歷史
PAYOPayoneer Global Inc.COM13$95<0.1%−133−91.1%減碼歷史
DHCDiversified Healthcare TrustCOM SH BEN INT40$96<0.1%−8−16.7%減碼歷史
SLNDSouthland Holdings, Inc.COM32$96<0.1%+32新進歷史
TEADTeads Holding Co.COM26$97<0.1%+23+766.7%加碼歷史
MYFWFirst Western Financial IncCOM5$98<0.1%+5新進歷史
LWAYLifeway Foods, Inc.COM4$98<0.1%+4新進歷史
LOGCContextLogic Holdings Inc.CL A NEW14$98<0.1%+14新進歷史
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%不變–
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%00.0%不變–
EVCMEverCommerce Inc.COM10$101<0.1%−32−76.2%減碼歷史
AEHRAehr Test SystemsCOM14$102<0.1%−29−67.4%減碼歷史
ATLCAtlanticus Holdings CorpCOM2$102<0.1%+2新進歷史
BDTXBlack Diamond Therapeutics, Inc.COM66$102<0.1%+66新進歷史
KROSKeros Therapeutics, Inc.COM10$102<0.1%+10新進歷史
BTMDbiote Corp.CLASS A COM31$103<0.1%+10+47.6%加碼歷史
RRBIRed River Bancshares IncCOM2$103<0.1%+2新進歷史
CGCCanopy Growth CorpCOM NEW113$103<0.1%00.0%不變歷史
ZVRAZevra Therapeutics, Inc.COM NEW14$105<0.1%+9+180.0%加碼歷史
RDNWRideNow Group, Inc.COM CL B38$107<0.1%+22+137.5%加碼歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK5$107<0.1%00.0%不變歷史
STRWStrawberry Fields REIT, Inc.COM9$107<0.1%+9新進歷史
PKEPark Aerospace CorpCOM8$108<0.1%+7+700.0%加碼歷史
PKOHPark Ohio Holdings CorpCOM5$108<0.1%+3+150.0%加碼歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS13$110<0.1%−11−45.8%減碼歷史
SLDPSolid Power, Inc.CLASS A COM106$111<0.1%+106新進歷史
MBCNMiddlefield Banc CorpCOM NEW4$112<0.1%+4新進歷史
COGTCogent Biosciences, Inc.COM19$114<0.1%+2+11.8%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