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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
FSBWFS Bancorp, Inc.COM3$114<0.1%−3−50.0%減碼歷史
GHMGraham CorpCOM4$115<0.1%−12−75.0%減碼歷史
BCALCalifornia BanCorpCOM8$115<0.1%+8新進歷史
METCRamaco Resources, Inc.COM CL A14$115<0.1%+14新進歷史
AMPHAmphastar Pharmaceuticals, Inc.COM4$116<0.1%+3+300.0%加碼歷史
GCT Semiconductor Holding, Inc.20607V106COM CL A71$116<0.1%+71新進–
PMTSCPI Card Group Inc.COM NEW4$117<0.1%+4新進歷史
EBTCEnterprise Bancorp IncCOM3$117<0.1%+3新進歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF4$118<0.1%−72−94.7%減碼–
RCUSArcus Biosciences, Inc.COM15$118<0.1%−6−28.6%減碼歷史
BAERBridger Aerospace Group Holdings, Inc.COM104$118<0.1%+104新進歷史
GEF.BGreif, IncCL B2$119<0.1%−1−33.3%減碼歷史
FUNDSprott Focus Trust Inc.COM16$119<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2$120<0.1%−50−96.2%減碼–
DSGNDesign Therapeutics, Inc.COM31$120<0.1%+31新進歷史
INSEInspired Entertainment, Inc.COM14$120<0.1%+14新進歷史
SGCSuperior Group of Companies, Inc.COM11$120<0.1%+11新進歷史
DAREDare Bioscience, Inc.COM NEW42$121<0.1%00.0%不變歷史
OPFIOppFi Inc.COM CL A13$121<0.1%+11+550.0%加碼歷史
TSBKTimberland Bancorp IncCOM4$121<0.1%+4新進歷史
IASIntegral Ad Science Holding Corp.COM15$121<0.1%−19−55.9%減碼歷史
ANGIAngi Inc.CL A NEW8$123<0.1%+8新進歷史
CTGOContango Silver & Gold Inc.COM12$123<0.1%−14−53.8%減碼歷史
ARDTArdent Health, Inc.COM9$124<0.1%+7+350.0%加碼歷史
NAUTNautilus Biotechnology, Inc.COM145$124<0.1%+45+45.0%加碼歷史
CABACabaletta Bio, Inc.COM90$125<0.1%+90新進歷史
FDBCFidelity D & D Bancorp IncCOM3$125<0.1%+3新進歷史
CLOVClover Health Investments, Corp.COM CL A35$126<0.1%+35新進歷史
BCMLBayCom CorpCOM5$126<0.1%+5新進歷史
NBISNebius Group N.V.Stock6$127<0.1%+6新進歷史
METCBRamaco Resources, Inc.COM CL B18$128<0.1%+18新進歷史
PLBCPlumas BancorpCOM3$130<0.1%+3新進歷史
SHCOSoho House & Co Inc.COM CL A21$130<0.1%+21新進歷史
SPOKSpok Holdings, IncCOM8$132<0.1%−22−73.3%減碼歷史
HBIOHarvard Bioscience IncCOM234$132<0.1%−714−75.3%減碼歷史
ARVNArvinas, Inc.COM19$133<0.1%+6+46.2%加碼歷史
PFISPeoples Financial Services Corp.COM3$133<0.1%+3新進歷史
PBPBPotbelly CorpCOM14$133<0.1%+14新進歷史
PINEAlpine Income Property Trust, Inc.COM8$134<0.1%+8新進歷史
BLZEBackblaze, Inc.COM CL A28$135<0.1%+10+55.6%加碼歷史
BIOABioAge Labs, Inc.COM36$135<0.1%+36新進歷史
OBEObsidian Energy Ltd.COM23$135<0.1%+23新進歷史
BRTBRT Apartments Corp.COM8$136<0.1%+8新進歷史
AMTXAemetis, IncCOM NEW80$139<0.1%−103−56.3%減碼歷史
NAVINavient CorpCOM11$139<0.1%−35−76.1%減碼歷史
FBLGFibroBiologics, Inc.COM SHS154$139<0.1%+154新進歷史
CZNCCitizens & Northern CorpCOM7$141<0.1%+7新進歷史
ANNXAnnexon, Inc.COM74$143<0.1%+64+640.0%加碼歷史
ASURAsure Software IncCOM15$143<0.1%+15新進歷史
CLARClarus CorpCOM38$143<0.1%−471−92.5%減碼歷史
VABKVirginia National Bankshares CorpCOM4$144<0.1%+4新進歷史
SBDSSolo Brands, Inc.COM CL A860$144<0.1%+578+205.0%加碼歷史
SAMGSilvercrest Asset Management Group Inc.CL A9$147<0.1%+9新進歷史
FNLCFirst Bancorp, IncCOM6$148<0.1%+6新進歷史
First BK Williamstown New Je31931U102COM10$148<0.1%+10新進–
GABCGerman American Bancorp, Inc.Stock4$150<0.1%−35−89.7%減碼歷史
ISPRIspire Technology Inc.COM55$150<0.1%+45+450.0%加碼歷史
KROKronos Worldwide IncCOM20$150<0.1%−72−78.3%減碼歷史
BWFGBankwell Financial Group, Inc.COM5$151<0.1%+5新進歷史
FCBCFirst Community Bankshares IncCOM4$151<0.1%−1−20.0%減碼歷史
PKBKParke Bancorp, Inc.COM8$151<0.1%+8新進歷史
VIRCVirco Mfg CorporationCOM16$151<0.1%+1+6.7%加碼歷史
QTTBQ32 Bio Inc.COM92$152<0.1%+90+4,500.0%加碼歷史
ESCAEscalade IncCOM10$153<0.1%+7+233.3%加碼歷史
NREFNexPoint Real Estate Finance, Inc.COM10$153<0.1%−69−87.3%減碼歷史
ZYMEZymeworks Inc.COM13$155<0.1%+3+30.0%加碼歷史
ECVTEcovyst Inc.COM25$155<0.1%+8+47.1%加碼歷史
LQDTLiquidity Services IncCOM5$155<0.1%−4−44.4%減碼歷史
SMIDSmith Midland CorpCOM5$155<0.1%+5新進歷史
FMNBFarmers National Banc CorpCOM12$157<0.1%+12新進歷史
RNACCartesian Therapeutics, Inc.COM NEW12$158<0.1%+12新進歷史
FFNWFirst Financial Northwest, Inc.COM7$159<0.1%+7新進歷史
MPXMarine Products Group, LLCCOM19$159<0.1%−5−20.8%減碼歷史
LOBLive Oak Bancshares, Inc.COM6$160<0.1%+1+20.0%加碼歷史
ZURAZura Bio LtdSHS CL A127$164<0.1%+127新進歷史
NVRIEnviri CorpCOM25$166<0.1%+25新進歷史
SMXTSolarMax Technology, Inc.COM SHS139$167<0.1%+133+2,216.7%加碼歷史
PACSPACS Group, Inc.COM SHS15$169<0.1%+15新進歷史
DCGODocGo Inc.COM64$169<0.1%+64新進歷史
GCBCGreene County Bancorp IncCOM7$169<0.1%+7新進歷史
HFWAHeritage Financial CorpCOM7$170<0.1%−34−82.9%減碼歷史
GYREGyre Therapeutics, Inc.COM NEW22$170<0.1%+22新進歷史
CELCCelcuity Inc.COM17$172<0.1%+8+88.9%加碼歷史
CZFSCitizens Financial Services IncCOM3$174<0.1%+3新進歷史
EWCZEuropean Wax Center, Inc.CLASS A COM44$174<0.1%+44新進歷史
BWMNBowman Consulting Group Ltd.COM8$175<0.1%+8新進歷史
OVLYOak Valley BancorpCOM7$175<0.1%+7新進歷史
STXSStereotaxis, Inc.COM NEW100$176<0.1%+100新進歷史
UHGUnited Homes Group, Inc.CL A63$176<0.1%+63新進歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW62$178<0.1%+26+72.2%加碼歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW47$180<0.1%−225−82.7%減碼歷史
PAMTPamt CorpCOM15$182<0.1%+15新進歷史
GOCOGoHealth, Inc.CL A NEW15$184<0.1%+11+275.0%加碼歷史
INBKFirst Internet BancorpCOM7$187<0.1%+2+40.0%加碼歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM147$187<0.1%+128+673.7%加碼歷史
FBIZFirst Business Financial Services, Inc.COM4$189<0.1%+2+100.0%加碼歷史
OMEROmeros CorpCOM23$189<0.1%+23新進歷史
NOVASunnova Energy International Inc.COM509$189<0.1%+350+220.1%加碼歷史
IAUXi-80 Gold Corp.COM327$190<0.1%+327新進歷史
CHMGChemung Financial CorpCOM4$190<0.1%+4新進歷史

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