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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
INDIindie Semiconductor, Inc.CLASS A COM95$193<0.1%+87+1,087.5%加碼歷史
TAYDTaylor Devices, Inc.COM6$194<0.1%+6新進歷史
TLSTelos CorpCOM82$195<0.1%+75+1,071.4%加碼歷史
YMABY-mAbs Therapeutics, Inc.COM44$195<0.1%+44新進歷史
OPRXOptimizeRx CorpCOM NEW23$199<0.1%+23新進歷史
PBFSPioneer Bancorp, Inc.COM17$199<0.1%+17新進歷史
VCSAVacasa, Inc.CLASS A COM37$199<0.1%+37新進歷史
SGSweetgreen, Inc.COM CL A8$200<0.1%−34−81.0%減碼歷史
TCXTucows IncCOM NEW12$203<0.1%+12新進歷史
TASKTaskUs, Inc.CLASS A COM15$204<0.1%+9+150.0%加碼歷史
TITNTitan Machinery Inc.COM12$204<0.1%+12新進歷史
SVRASavara IncCOM74$205<0.1%+74新進歷史
KPLTKatapult Holdings, Inc.COM20$205<0.1%+20新進歷史
LCUTLifetime Brands, IncCOM42$207<0.1%−444−91.4%減碼歷史
PLSEPulse Biosciences, Inc.COM13$209<0.1%+11+550.0%加碼歷史
NGNENeurogene Inc.COM18$211<0.1%+18新進歷史
AVDLAvadel Pharmaceuticals PLCStock27$211<0.1%−250−90.3%減碼歷史
AAOIApplied Optoelectronics, Inc.COM14$215<0.1%+8+133.3%加碼歷史
CADLCandel Therapeutics, Inc.COM38$215<0.1%+38新進歷史
CCBGCapital City Bank Group IncCOM6$216<0.1%−9−60.0%減碼歷史
DOMOHuckleberry.ai, Inc.Stock28$217<0.1%+25+833.3%加碼歷史
NRCNRC HealthCOM NEW17$218<0.1%+9+112.5%加碼歷史
CHCTCommunity Healthcare Trust IncCOM12$218<0.1%+12新進歷史
PALProficient Auto Logistics, IncCOM26$218<0.1%+26新進歷史
TPICQTpi Composites, IncCOM275$221<0.1%−186−40.3%減碼歷史
TRNSTranscat IncCOM3$223<0.1%00.0%不變歷史
TRAKReposiTrak, Inc.COM NEW11$223<0.1%+11新進歷史
MCFTMasterCraft Boat Holdings, Inc.COM13$224<0.1%00.0%不變歷史
CURVTorrid Holdings Inc.COM41$225<0.1%+26+173.3%加碼歷史
CBNKCapital Bancorp IncCOM8$227<0.1%+8新進歷史
ASIXAdvanSix Inc.COM10$228<0.1%−6−37.5%減碼歷史
PSQHPSQ Holdings, Inc.CL A100$229<0.1%00.0%不變歷史
MKTWMarketwise, Inc.COM NEW CL A466$230<0.1%+466新進歷史
RXTRackspace Technology, Inc.COM136$230<0.1%+105+338.7%加碼歷史
RDWRedwire CorpStock28$232<0.1%+28新進歷史
PHATPhathom Pharmaceuticals, Inc.COM37$232<0.1%+16+76.2%加碼歷史
HNRGHallador Energy CoStock19$233<0.1%+18+1,800.0%加碼歷史
AMPXAmprius Technologies, Inc.COMMON STOCK87$233<0.1%+87新進歷史
JILLJ.Jill, Inc.COM12$234<0.1%+8+200.0%加碼歷史
PROKProkidney Corp.COMMON STOCK267$234<0.1%+230+621.6%加碼歷史
UPWKUpwork, IncCOM18$235<0.1%+15+500.0%加碼歷史
DNTHDianthus Therapeutics, Inc.COM13$236<0.1%+13新進歷史
NRGVEnergy Vault Holdings, Inc.COM339$236<0.1%+321+1,783.3%加碼歷史
LUNGPulmonx CorpCOM35$236<0.1%+19+118.8%加碼歷史
SLRNACELYRIN, Inc.COM96$237<0.1%+96新進歷史
LINCLincoln Educational Services CorpCOM15$238<0.1%+15新進歷史
HONEHarborOne Bancorp, Inc.COM NEW23$239<0.1%+23新進歷史
HFFGHF Foods Group Inc.COM49$240<0.1%+49新進歷史
MITKMitek Systems IncCOM NEW29$240<0.1%+11+61.1%加碼歷史
KLRSKalaris Therapeutics, Inc.COM30$241<0.1%−0−0.7%減碼依 1 比 23 拆股換算歷史
NODKNI Holdings, Inc.COM17$242<0.1%−4−19.0%減碼歷史
SCPHscPharmaceuticals Inc.COM92$242<0.1%+46+100.0%加碼歷史
GUTSFractyl Health, Inc.COM205$244<0.1%+205新進歷史
DMRCDigimarc CorpCOM19$244<0.1%+15+375.0%加碼歷史
KSCPKnightscope, Inc.CL A NEW87$245<0.1%+87新進歷史
ATLOAmes National CorpCOM14$245<0.1%+14新進歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$247<0.1%00.0%不變–
NCNOnCino, Inc.COM9$247<0.1%−93−91.2%減碼歷史
ACNBAcnb CorpCOM6$247<0.1%+6新進歷史
NWPXNWPX Infrastructure, Inc.COM6$248<0.1%−4−40.0%減碼歷史
SKYTSkyWater Technology, LLCCOM35$248<0.1%+13+59.1%加碼歷史
Metals Acquisition CorpG60405100SHS CL A26$248<0.1%−23−46.9%減碼–
RLAYRelay Therapeutics, Inc.COM95$249<0.1%−2,433−96.2%減碼歷史
MVISMicrovision, Inc.COM NEW202$250<0.1%+202新進歷史
ALTIAlTi Global, Inc.CL A83$252<0.1%+66+388.2%加碼歷史
LWLGLightwave Logic, Inc.COM248$254<0.1%+248新進歷史
MLYSMineralys Therapeutics, Inc.COM16$254<0.1%+16新進歷史
BRCCBRC Inc.COM CL A122$255<0.1%+87+248.6%加碼歷史
ELVNEnliven Therapeutics, Inc.COM13$256<0.1%+11+550.0%加碼歷史
HRTXHeron Therapeutics, Inc.COM117$257<0.1%+84+254.5%加碼歷史
POWWOutdoor Holding CoCOM186$257<0.1%+186新進歷史
MBLYMobileye Global Inc.Stock18$259<0.1%00.0%不變歷史
EEXEmerald Holding, Inc.COM66$259<0.1%+45+214.3%加碼歷史
CRGXCARGO Therapeutics, Inc.COM64$260<0.1%+64新進歷史
KWYKINGSWAY CorpCOM NEW33$261<0.1%+4+13.8%加碼歷史
APGEApogee Therapeutics, Inc.COM7$262<0.1%−4−36.4%減碼歷史
PCB Bancorp Com740163100Common Stock14$262<0.1%+9+180.0%加碼–
NGSNatural Gas Services Group IncCOM12$264<0.1%+12新進歷史
iShares Inc464286665MSCI PAC JP ETF6$265<0.1%00.0%不變–
EUenCore Energy Corp.COM NEW195$267<0.1%+91+87.5%加碼歷史
AMCXAMC Global Media Inc.CL A39$268<0.1%−381−90.7%減碼歷史
ENICEnel Chile S.A.SPONSORED ADR82$268<0.1%00.0%不變歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT57$268<0.1%+57新進歷史
HBTHBT Financial, Inc.COM12$269<0.1%−2−14.3%減碼歷史
THRYThryv Holdings, Inc.COM NEW21$269<0.1%−6−22.2%減碼歷史
VRDNViridian Therapeutics, Inc.COM20$270<0.1%+14+233.3%加碼歷史
ONTOnterris, Inc.COM19$271<0.1%+17+850.0%加碼歷史
ATNMActinium Pharmaceuticals, Inc.COM168$271<0.1%+94+127.0%加碼歷史
OOMAOoma IncCOM21$275<0.1%+20+2,000.0%加碼歷史
WWRWestwater Resources, Inc.COM NEW500$276<0.1%00.0%不變歷史
TCMDTactile Systems Technology IncCOM21$278<0.1%−1−4.5%減碼歷史
CCOClear Channel Outdoor Holdings, Inc.COM251$279<0.1%+251新進歷史
OCULOcular Therapeutix, IncCOM38$279<0.1%+38新進歷史
iShares Tr46429B606MSCI POLAND ETF10$280<0.1%+10新進–
AURAAura Biosciences, Inc.COM48$281<0.1%+48新進歷史
BHRBBurke & Herbert Financial Services Corp.COM5$281<0.1%+5新進歷史
GRPNGroupon, Inc.COM NEW15$282<0.1%+15新進歷史
AVXLAnavex Life Sciences Corp.COM NEW33$283<0.1%+33新進歷史
SVVSavers Value Village, Inc.COM41$283<0.1%+41新進歷史
WTTRSelect Water Solutions, Inc.CL A COM27$284<0.1%−125−82.2%減碼歷史

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