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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
TELOTelomir Pharmaceuticals, Inc.COM88$284<0.1%+88新進歷史
ABUSArbutus Biopharma CorpCOM82$286<0.1%+82新進歷史
CDXSCodexis, Inc.COM107$288<0.1%+72+205.7%加碼歷史
BELFABel Fuse IncCL A4$288<0.1%+4新進歷史
TTITetra Technologies IncCOM86$289<0.1%−1,166−93.1%減碼歷史
HBBHamilton Beach Brands Holding CoCOM CL A15$291<0.1%+11+275.0%加碼歷史
IEIvanhoe Electric Inc.COM50$291<0.1%+30+150.0%加碼歷史
LESLLeslie's, Inc.COM397$292<0.1%+205+106.8%加碼歷史
AKYAAkoya Biosciences, Inc.COM211$293<0.1%+189+859.1%加碼歷史
OCEAOcean Biomedical, Inc.CLASS A COM5,435$293<0.1%+5,435新進歷史
LMBLimbach Holdings, Inc.COM4$298<0.1%+2+100.0%加碼歷史
BELFBBel Fuse IncCL B4$299<0.1%00.0%不變歷史
WBTNWEBTOON Entertainment Inc.COM39$299<0.1%+10+34.5%加碼歷史
DKDelek US Holdings, Inc.COM20$301<0.1%−60−75.0%減碼歷史
GRSDGRANDSTAND LtdORDINARY SHARES24$303<0.1%+24新進歷史
ERNAErnexa Therapeutics Inc.COM NEW1,754$312<0.1%+1,754新進歷史
HTBKHeritage Commerce CorpCOM33$314<0.1%+2+6.5%加碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A101$315<0.1%+101新進歷史
TNETTrinet Group, Inc.COM4$317<0.1%−2−33.3%減碼歷史
RILYBRC Group Holdings, Inc.COM82$317<0.1%+82新進歷史
INOInovio Pharmaceuticals, Inc.COM SHS196$319<0.1%+5+2.6%加碼歷史
HCKTHackett Group, Inc.COM11$322<0.1%+8+266.7%加碼歷史
CIFRCipher Digital Inc.COM141$324<0.1%+113+403.6%加碼歷史
ABSIAbsci CorpCOM129$324<0.1%+129新進歷史
CARECarter Bankshares, Inc.COM NEW20$324<0.1%−6−23.1%減碼歷史
EOLSEvolus, Inc.COM27$325<0.1%+14+107.7%加碼歷史
ADCTADC Therapeutics SASHS231$325<0.1%+154+200.0%加碼歷史
NOTEFiscalNote Holdings, Inc.COMMON STOCK402$325<0.1%+402新進歷史
CLFDClearfield, Inc.COM11$327<0.1%00.0%不變歷史
DFTXDefinium Therapeutics, Inc.Stock56$328<0.1%+43+330.8%加碼歷史
PSFEPaysafe LtdSHS21$329<0.1%−4−16.0%減碼歷史
BLDPBallard Power Systems Inc.COM299$329<0.1%00.0%不變歷史
CRVOCervoMed Inc.COM36$329<0.1%+36新進歷史
ALXOAlx Oncology Holdings IncCOM530$330<0.1%+530新進歷史
ACCOAcco Brands CorpCOM81$339<0.1%+81新進歷史
OGIOrganigram Global Inc.Stock337$340<0.1%00.0%不變歷史
ASTHAstrana Health, Inc.COM NEW11$341<0.1%+11新進歷史
SAHSonic Automotive IncCL A6$342<0.1%+6新進歷史
SLQTSelectQuote, Inc.COM103$344<0.1%+103新進歷史
CRONCronos Group Inc.COM190$344<0.1%−316−62.5%減碼歷史
AVIRAtea Pharmaceuticals, Inc.COM116$347<0.1%+116新進歷史
FHTXFoghorn Therapeutics Inc.COM96$350<0.1%+96新進歷史
FRGEForge Global Holdings, Inc.Stock624$351<0.1%+624新進歷史
AVAVAeroVironment IncCOM3$358<0.1%−1−25.0%減碼歷史
INZYInozyme Pharma, Inc.COM395$359<0.1%+390+7,800.0%加碼歷史
BARKBark, Inc.COM258$359<0.1%+258新進歷史
IDYAIDEAYA Biosciences, Inc.COM22$360<0.1%+19+633.3%加碼歷史
SPHRSphere Entertainment Co.CL A11$360<0.1%−7−38.9%減碼歷史
HAPNHappen, Inc.COM NEW35$361<0.1%−35−50.0%減碼歷史
SSYSStratasys Ltd.SHS37$362<0.1%+37新進歷史
CMCLCaledonia Mining Corp PlcSHS NEW29$362<0.1%+25+625.0%加碼歷史
ACDCProFrac Holding Corp.CLASS A COM48$364<0.1%+48新進歷史
ETWOE2open Parent Holdings, Inc.COM CL A182$364<0.1%+72+65.5%加碼歷史
LNZALanzaTech Global, Inc.COMMON STOCK1,508$365<0.1%+1,508新進歷史
DYNDyne Therapeutics, Inc.COM35$366<0.1%+32+1,066.7%加碼歷史
LTBRLIGHTBRIDGE CorpCOM49$366<0.1%+49新進歷史
ALRSAlerus Financial CorpCOM20$369<0.1%+16+400.0%加碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW22$370<0.1%00.0%不變歷史
CAPRCapricor Therapeutics, Inc.COM NEW39$370<0.1%+39新進歷史
SGHTSight Sciences, Inc.COM154$370<0.1%+135+710.5%加碼歷史
VGVenture Global, Inc.COM CL A36$371<0.1%+36新進歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$371<0.1%−570−99.0%減碼–
iShares Tr46434V696CORE MSCI PAC6$373<0.1%00.0%不變–
PUBMPubMatic, Inc.COM CL A41$375<0.1%+22+115.8%加碼歷史
TBPHTheravance Biopharma, Inc.COM42$375<0.1%−38−47.5%減碼歷史
IVVDInvivyd, Inc.COM622$376<0.1%+551+776.1%加碼歷史
KLTRKaltura IncCOM201$378<0.1%+191+1,910.0%加碼歷史
ASTEAstec Industries IncCOM11$379<0.1%+7+175.0%加碼歷史
PSTLPostal Realty Trust, Inc.CL A27$386<0.1%−7−20.6%減碼歷史
SYRESpyre Therapeutics, Inc.COM NEW24$387<0.1%+16+200.0%加碼歷史
CXCemex SAB de CVSPON ADR NEW69$387<0.1%+54+360.0%加碼歷史
IGMSIGM Biosciences, Inc.COM337$387<0.1%+337新進歷史
CSVCarriage Services IncCOM10$388<0.1%+4+66.7%加碼歷史
BYByline Bancorp, Inc.COM15$392<0.1%+15新進歷史
MNKDMannkind CorpCOM NEW78$392<0.1%−30−27.8%減碼歷史
DBDDiebold Nixdorf, IncCOM SHS9$393<0.1%+9新進歷史
ZIPZiprecruiter, Inc.CL A67$395<0.1%+41+157.7%加碼歷史
SPFISouth Plains Financial, Inc.COM12$397<0.1%+12新進歷史
FWRGFirst Watch Restaurant Group, Inc.COM24$400<0.1%+11+84.6%加碼歷史
ROOTRoot, Inc.CL A NEW3$400<0.1%−1−25.0%減碼歷史
SMTISanara MedTech Inc.COM13$401<0.1%+12+1,200.0%加碼歷史
LUNRIntuitive Machines, Inc.CLASS A COM54$402<0.1%+40+285.7%加碼歷史
AVNWAviat Networks, Inc.COM NEW21$403<0.1%+21新進歷史
FWONALiberty Media CorpCOM LBTY ONE S A5$407<0.1%+5新進歷史
ESTAEstablishment Labs Holdings Inc.COM10$408<0.1%00.0%不變歷史
MBIMbia IncCOM82$408<0.1%−75−47.8%減碼歷史
BBCPConcrete Pumping Holdings, Inc.COM75$410<0.1%+72+2,400.0%加碼歷史
BVSBioventus Inc.COM CL A45$412<0.1%+37+462.5%加碼歷史
HCATHealth Catalyst, Inc.COM91$412<0.1%+76+506.7%加碼歷史
BKDBrookdale Senior Living Inc.COM66$413<0.1%+66新進歷史
iShares Tr4642874571 3 YR TREAS BD5$414<0.1%−7,257−99.9%減碼–
SKYHSky Harbour Group CorpCOM CL A32$416<0.1%+27+540.0%加碼歷史
PRAXPraxis Precision Medicines, Inc.COM NEW11$417<0.1%+11新進歷史
EBSEmergent BioSolutions Inc.COM86$418<0.1%+86新進歷史
AQSTAquestive Therapeutics, Inc.COM144$418<0.1%+144新進歷史
LOVELovesac CoCOM23$418<0.1%+13+130.0%加碼歷史
DCDakota Gold Corp.COM158$419<0.1%+108+216.0%加碼歷史
SEZLSezzle Inc.COM12$419<0.1%+12新進歷史
VISNVistance Networks, Inc.COM80$425<0.1%+43+116.2%加碼歷史
MSGEMadison Square Garden Entertainment Corp.COM CL A13$426<0.1%−3−18.8%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