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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
EYPTEyePoint, Inc.COM NEW105$569<0.1%+105新進歷史
SLNOSoleno Therapeutics IncCOM8$572<0.1%+8新進歷史
AMALAmalgamated Financial Corp.COM20$575<0.1%−29−59.2%減碼歷史
CDTCDT Equity Inc.COM737$576<0.1%+737新進歷史
iShares Tr464288257MSCI ACWI ETF5$582<0.1%00.0%不變–
DGIIDigi International IncCOM21$584<0.1%+6+40.0%加碼歷史
IQiQIYI, Inc.SPONSORED ADS258$584<0.1%−9−3.4%減碼歷史
LMNRLimoneira COCOM33$585<0.1%+18+120.0%加碼歷史
RAPPRapport Therapeutics, Inc.COM59$592<0.1%+58+5,800.0%加碼歷史
FAROFaro Technologies IncCOM22$601<0.1%+22新進歷史
OTLKOutlook Therapeutics, Inc.Stock494$602<0.1%+306+162.8%加碼歷史
CAVACava Group, Inc.COM7$604<0.1%−552−98.7%減碼歷史
HUTHut 8 Corp.COM52$604<0.1%+39+300.0%加碼歷史
RXSTRxSight, Inc.COM24$606<0.1%+2+9.1%加碼歷史
FCFranklin Covey CoCOM22$608<0.1%+22新進歷史
ORICOric Pharmaceuticals, Inc.COM109$608<0.1%+109新進歷史
LACLithium Americas Corp.Stock227$615<0.1%00.0%不變歷史
DHDefinitive Healthcare Corp.CLASS A COM214$618<0.1%+133+164.2%加碼歷史
MOVMovado Group IncCOM37$619<0.1%+37新進歷史
WGSGeneDx Holdings Corp.COM CL A7$620<0.1%+7新進歷史
SKINSkinHealth Systems Inc.COM CL A463$620<0.1%+463新進歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS13$621<0.1%+10+333.3%加碼歷史
TDUPThredUp Inc.CL A258$622<0.1%+258新進歷史
QXOQXO, Inc.COM NEW46$623<0.1%+46新進歷史
ATSATS CorpCOM25$623<0.1%+8+47.1%加碼歷史
DRSLeonardo DRS, Inc.Stock19$624<0.1%−54−74.0%減碼歷史
HLMNHillman Solutions Corp.COM71$624<0.1%−25−26.0%減碼歷史
EZETFranklin Ethereum TrustETHEREUM ETF45$624<0.1%+35+350.0%加碼歷史
STBAS&T Bancorp IncCOM17$630<0.1%−27−61.4%減碼歷史
MRUSMerus N.V.COM15$631<0.1%+13+650.0%加碼歷史
WRLDWorld Acceptance CorpCOM5$633<0.1%+1+25.0%加碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW35$634<0.1%00.0%不變歷史
MHDBlackRock Muniholdings Fund, Inc.COM54$638<0.1%00.0%不變歷史
MODVModivCare IncCOM485$638<0.1%+485新進歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG24$639<0.1%+17+242.9%加碼歷史
RICKRci Hospitality Holdings, Inc.COM15$644<0.1%+15新進歷史
BOOTBoot Barn Holdings, Inc.COM6$645<0.1%+2+50.0%加碼歷史
CSRCenterspaceCOM10$648<0.1%+3+42.9%加碼歷史
RRRRed Rock Resorts, Inc.CL A15$650<0.1%−5−25.0%減碼歷史
BHBiglari Holdings Inc.COM STK CL B3$650<0.1%+3新進歷史
CNDTCONDUENT IncCOM243$656<0.1%+201+478.6%加碼歷史
LTMLatam Airlines Group S.A.SPONSORED ADR21$657<0.1%00.0%不變歷史
Bitwise Funds Trust091748509BITC STD COR ETF30$658<0.1%+30新進–
RBBRBB BancorpCOM40$660<0.1%+13+48.1%加碼歷史
First Tr Exchange-Traded FD33739Q507SSI STRG ETF19$663<0.1%+19新進–
GLREGreenlight Capital Re, Ltd.CLASS A49$664<0.1%−1−2.0%減碼歷史
AEVAAeva Technologies, Inc.COM NEW95$665<0.1%+75+375.0%加碼歷史
QSIQuantum-Si IncCOM CL A557$668<0.1%+531+2,042.3%加碼歷史
NEXTNextDecade CorpCOM86$669<0.1%+74+616.7%加碼歷史
EQBKEquity Bancshares IncCOM CL A17$670<0.1%+5+41.7%加碼歷史
TRUPTrupanion, Inc.COM18$671<0.1%+6+50.0%加碼歷史
TBLATaboola.com Ltd.ORD SHS228$673<0.1%+83+57.2%加碼歷史
FRSTPrimis Financial Corp.COM69$674<0.1%+4+6.2%加碼歷史
REAXReal REMAX Group Inc.COM NEW166$674<0.1%+156+1,560.0%加碼歷史
UPWheels Up Experience Inc.COM CL A668$675<0.1%+666+33,300.0%加碼歷史
Starz Entertainment Corp535919401CL A VTG77$681<0.1%+74+2,466.7%加碼–
SGHCSuper Group (SGHC) LtdORD SHS106$683<0.1%+81+324.0%加碼歷史
LEUCentrus Energy CorpStock11$684<0.1%+8+266.7%加碼歷史
BFLYButterfly Network, Inc.COM CL A300$684<0.1%+300新進歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM48$688<0.1%−367−88.4%減碼歷史
AVDAmerican Vanguard CorpCOM157$691<0.1%+60+61.9%加碼歷史
WLDNWilldan Group, Inc.COM17$692<0.1%+17新進歷史
RMRegional Management Corp.COM23$692<0.1%+3+15.0%加碼歷史
WTBAWest Bancorporation IncCAP STK35$698<0.1%+4+12.9%加碼歷史
OPTUOptimum Communications, Inc.CL A263$700<0.1%00.0%不變歷史
SPDR Series Trust78468R408ST TERM HIGH ETF28$701<0.1%−184−86.8%減碼–
AMWLAmerican Well CorpCOM CL A NEW89$701<0.1%00.0%不變歷史
DAOYoudao, Inc.SPONSORED ADS92$702<0.1%−87−48.6%減碼歷史
BMEABiomea Fusion, Inc.COM334$711<0.1%+322+2,683.3%加碼歷史
Hingham Instn SVGS Mass433323102COM3$713<0.1%+3新進–
LILAKLiberty Latin America Ltd.COM CL C115$714<0.1%+76+194.9%加碼歷史
HBCPHome Bancorp, Inc.COM16$717<0.1%+13+433.3%加碼歷史
MCBSMetroCity Bankshares, Inc.COM26$717<0.1%−13−33.3%減碼歷史
TARSTarsus Pharmaceuticals, Inc.COM14$719<0.1%+7+100.0%加碼歷史
TALKTalkspace, Inc.COM282$722<0.1%+282新進歷史
Global X FDS37960A735GBL X BLOCKCHAIN22$727<0.1%00.0%不變–
CTLPCantaloupe, Inc.COM93$732<0.1%+69+287.5%加碼歷史
FIGSFIGS, Inc.CL A160$734<0.1%+3+1.9%加碼歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A11$740<0.1%+11新進歷史
FBMSFirst Bancshares IncCOM22$744<0.1%+22新進歷史
FLNAFilana Therapeutics, Inc.COM497$746<0.1%+52+11.7%加碼歷史
LGVNLongeveron Inc.COM481$746<0.1%00.0%不變歷史
PAHCPhibro Animal Health CorpCL A COM35$747<0.1%−47−57.3%減碼歷史
TNDMTandem Diabetes Care IncCOM NEW39$747<0.1%−229−85.4%減碼歷史
SASeabridge Gold IncCOM64$747<0.1%+14+28.0%加碼歷史
SPTSprout Social, Inc.COM CL A34$748<0.1%+17+100.0%加碼歷史
CRNCCerence Inc.COM95$751<0.1%+40+72.7%加碼歷史
COCOVita Coco Company, Inc.COM25$766<0.1%+3+13.6%加碼歷史
LQDALiquidia CorpCOM NEW52$767<0.1%+48+1,200.0%加碼歷史
SIDNational Steel CoSPONSORED ADR463$773<0.1%−1,630−77.9%減碼歷史
ENTAEnanta Pharmaceuticals IncCOM140$773<0.1%+110+366.7%加碼歷史
HTLDHeartland Express IncCOM84$774<0.1%−205−70.9%減碼歷史
CXTCrane NXT, Co.COM15$775<0.1%00.0%不變歷史
ANABAnaptysbio, IncCOM42$781<0.1%+32+320.0%加碼歷史
PWODPenns Woods Bancorp IncCOM28$781<0.1%00.0%不變歷史
FNAParagon 28, Inc.COM60$784<0.1%+56+1,400.0%加碼歷史
ASPNAspen Aerogels IncCOM123$786<0.1%+108+720.0%加碼歷史
TDAYUSA TODAY Co., Inc.COM273$789<0.1%+242+780.6%加碼歷史
HYLNHyliion Holdings Corp.COMMON STOCK564$790<0.1%+564新進歷史
FAFirst Advantage CorpCOM56$790<0.1%+28+100.0%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