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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
LRMRLarimar Therapeutics, Inc.COM198$426<0.1%+198新進歷史
SESSES AI CorpCL A COM819$426<0.1%+819新進歷史
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$426<0.1%00.0%不變–
TRCTejon Ranch CoCOM27$428<0.1%+26+2,600.0%加碼歷史
WTIW&T Offshore IncCOM276$428<0.1%−100−26.6%減碼歷史
PCTPureCycle Technologies, Inc.COM62$429<0.1%+52+520.0%加碼歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW930$429<0.1%+898+2,806.3%加碼歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS19$433<0.1%00.0%不變歷史
BBAIBigBear.ai Holdings, Inc.COM153$438<0.1%+147+2,450.0%加碼歷史
SVCOSilvaco Group, Inc.COM96$438<0.1%+96新進歷史
IRBTiRobot CorpCOM162$438<0.1%+97+149.2%加碼歷史
KEKimball Electronics, Inc.Stock27$444<0.1%+15+125.0%加碼歷史
CHDNChurchill Downs IncCOM4$444<0.1%+4新進歷史
TTGTTechTarget, Inc.COM NEW30$444<0.1%−96−76.2%減碼歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT129$444<0.1%+129新進歷史
ESPREsperion Therapeutics, Inc.COM309$445<0.1%+152+96.8%加碼歷史
MLNKMeridianLink, Inc.COMMON STOCK24$445<0.1%−2−7.7%減碼歷史
VTYXVentyx Biosciences, Inc.COM387$445<0.1%+387新進歷史
RDNTRadNet, Inc.COM9$447<0.1%+9新進歷史
UTMDUtah Medical Products IncCOM8$448<0.1%00.0%不變歷史
FVRFrontView REIT, Inc.COM35$448<0.1%+35新進歷史
DDD3D Systems CorpCOM NEW212$449<0.1%+143+207.2%加碼歷史
RUSHBRush Enterprises IncCL B8$452<0.1%+3+60.0%加碼歷史
RPTRithm Property Trust Inc.COM159$456<0.1%00.0%不變歷史
LFCRLifecore Biomedical, Inc.COM65$458<0.1%+47+261.1%加碼歷史
HIPOHippo Holdings Inc.COM NEW18$460<0.1%+16+800.0%加碼歷史
NRDSNerdwallet, Inc.COM CL A51$462<0.1%+38+292.3%加碼歷史
IMNMImmunome Inc.COM69$464<0.1%+69新進歷史
SUNSSunrise Realty Trust, Inc.COM42$465<0.1%+8+23.5%加碼歷史
CVLGCovenant Logistics Group, Inc.CL A21$466<0.1%+5+31.3%加碼依 2 比 1 拆股換算歷史
MCRBSeres Therapeutics, Inc.COM NEW666$466<0.1%+666新進歷史
AKBAAkebia Therapeutics, Inc.COM243$467<0.1%+229+1,635.7%加碼歷史
GRDNGuardian Pharmacy Services, Inc.CL A22$468<0.1%+22新進歷史
UMHUmh Properties, Inc.COM25$468<0.1%−70−73.7%減碼歷史
TRSTrimas CorpCOM NEW20$469<0.1%+16+400.0%加碼歷史
MAGNMagnera CorpCOM SHS26$472<0.1%−346−93.0%減碼歷史
PYXSPyxis Oncology, Inc.COMMON STOCK484$474<0.1%+484新進歷史
BSRRSierra BancorpCOM17$474<0.1%00.0%不變歷史
GDENNew Royal Holdco I Inc.COM18$475<0.1%+18新進歷史
SAMBoston Beer Co IncCL A2$478<0.1%−91−97.8%減碼歷史
AIOTPowerfleet, Inc.COM88$483<0.1%+88新進歷史
BTBTBit Digital, IncSHS239$483<0.1%+172+256.7%加碼歷史
GDRXGoodRx Holdings, Inc.COM CL A110$485<0.1%+68+161.9%加碼歷史
GPMTGranite Point Mortgage Trust Inc.COM STK187$486<0.1%+55+41.7%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF6$487<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$487<0.1%−683−98.6%減碼–
SLPSimulations Plus, Inc.COM20$490<0.1%+20新進歷史
SPIRSpire Global, Inc.COM CL A61$493<0.1%+61新進歷史
FLYWFlywire CorpCOM VTG52$494<0.1%+10+23.8%加碼歷史
IRONDisc Medicine, Inc.COM10$496<0.1%+10新進歷史
HPPHudson Pacific Properties, Inc.COM169$499<0.1%−22−11.5%減碼歷史
AXGNAxogen, Inc.COM27$500<0.1%+22+440.0%加碼歷史
LARLithium Argentina AGStock234$501<0.1%+234新進歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$501<0.1%00.0%不變歷史
RBBNRibbon Communications Inc.COM128$502<0.1%+66+106.5%加碼歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$504<0.1%00.0%不變–
RMNIRimini Street, Inc.COM145$505<0.1%+145新進歷史
AIPArteris, Inc.COM74$511<0.1%+61+469.2%加碼歷史
RBCAARepublic Bancorp IncCL A8$511<0.1%+4+100.0%加碼歷史
AGENAgenus IncCOM NEW341$513<0.1%+225+194.0%加碼歷史
FETHFidelity Ethereum FundSHS28$515<0.1%+28新進歷史
TSHATaysha Gene Therapies, Inc.COM SHS372$517<0.1%+372新進歷史
EDITEditas Medicine, Inc.COM446$517<0.1%−93−17.3%減碼歷史
BHCBausch Health Companies Inc.Stock80$518<0.1%−445−84.8%減碼歷史
CLRBCellectar Biosciences, Inc.COM1,646$519<0.1%+1,646新進歷史
TRTXTPG RE Finance Trust, Inc.COM64$522<0.1%−102−61.4%減碼歷史
VYGRVoyager Therapeutics, Inc.COM155$523<0.1%+155新進歷史
IMRXImmuneering CorpCLASS A COM345$524<0.1%00.0%不變歷史
BZUNBaozun Inc.SPONSORED ADR192$524<0.1%+73+61.3%加碼歷史
BKVBKV CorpCOM25$525<0.1%+25新進歷史
ASMBAssembly Biosciences, Inc.COM NEW55$526<0.1%00.0%不變歷史
ITOSiTeos Therapeutics, Inc.COM88$526<0.1%+3+3.5%加碼歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$531<0.1%00.0%不變–
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW100$531<0.1%+99+9,900.0%加碼歷史
ABOSAcumen Pharmaceuticals, Inc.COM486$535<0.1%+486新進歷史
URGUr-Energy IncCOM794$535<0.1%+695+702.0%加碼歷史
ZUMZZumiez IncCOM36$536<0.1%+27+300.0%加碼歷史
MBOTMicrobot Medical Inc.COM NEW357$539<0.1%+357新進歷史
NXHNeighborhood Intelligence, Inc.COM93$539<0.1%+54+138.5%加碼歷史
RCKYRocky Brands, Inc.COM31$539<0.1%+2+6.9%加碼歷史
QUADQuad/Graphics, Inc.COM CL A99$540<0.1%+99新進歷史
OLPXOlaplex Holdings, Inc.COM426$541<0.1%+372+688.9%加碼歷史
ACICAmerican Coastal Insurance CorpCOM47$544<0.1%+33+235.7%加碼歷史
NICNicolet Bankshares IncCOM5$545<0.1%00.0%不變歷史
CURICuriosityStream Inc.COM CL A204$547<0.1%+204新進歷史
RNWReNew Energy Global plcCL A SHS93$548<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF8$548<0.1%−540−98.5%減碼–
Fidelity High Dividend ETF316092840ETF11$549<0.1%+11新進–
IBTAIbotta, Inc.CLASS A COM SHS13$549<0.1%+10+333.3%加碼歷史
ODCOil-Dri Corp of AmericaCOM12$551<0.1%−2−14.3%減碼依 2 比 1 拆股換算歷史
CRBUCaribou Biosciences, Inc.COM609$556<0.1%+609新進歷史
LILALiberty Latin America Ltd.COM CL A88$557<0.1%+37+72.5%加碼歷史
FLGTFulgent Genetics, Inc.COM33$558<0.1%−20−37.7%減碼歷史
STROSutro Biopharma, Inc.COM857$558<0.1%+796+1,304.9%加碼歷史
PLPCPreformed Line Products CoCOM4$560<0.1%00.0%不變歷史
GTXGarrett Motion Inc.Stock67$561<0.1%+1+1.5%加碼歷史
LITELumentum Holdings Inc.COM9$561<0.1%−1−10.0%減碼歷史
QBTSD-Wave Quantum Inc.Stock74$562<0.1%+70+1,750.0%加碼歷史
SRADSportradar Group AGCLASS A ORD SHS26$562<0.1%+26新進歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW33$568<0.1%00.0%不變歷史

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