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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
LUCKLucky Strike Entertainment CorpCL A COM81$791<0.1%+81新進歷史
CRD.ACrawford & CoCL A70$799<0.1%+43+159.3%加碼歷史
STEMStem, Inc.CL A2,282$799<0.1%+1,391+156.1%加碼歷史
JRVRJames River Group Holdings, Inc.COM191$802<0.1%−145−43.2%減碼歷史
RYZRyerson Holding CorpCOM35$804<0.1%+35新進歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$805<0.1%00.0%不變–
NCMINational CineMedia, Inc.COM NEW138$806<0.1%−66−32.4%減碼歷史
NRDYNerdy Inc.CL A COM570$809<0.1%+570新進歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$811<0.1%00.0%不變–
ULHUniversal Logistics Holdings, Inc.COM31$813<0.1%+31新進歷史
UCTTUltra Clean Holdings, Inc.COM38$814<0.1%−6−13.6%減碼歷史
HOFTHooker Furnishings CorpCOM81$814<0.1%+81新進歷史
AXIAYAXIA Energia S.A.SPONSORED ADR115$817<0.1%+61+113.0%加碼歷史
SABRSabre CorpCOM291$818<0.1%+230+377.0%加碼歷史
URGNUroGen Pharma Ltd.COM74$818<0.1%+66+825.0%加碼歷史
SWBISmith & Wesson Brands, Inc.COM88$820<0.1%+4+4.8%加碼歷史
UPBUpstream Bio, Inc.COM135$826<0.1%+135新進歷史
GEVOGevo, Inc.COM PAR714$828<0.1%00.0%不變歷史
DVAXDynavax Technologies CorpCOM NEW64$830<0.1%+64新進歷史
Starz Entertainment Corp535919500CL B NON VTG105$832<0.1%+94+854.5%加碼–
GAMGeneral American Investors Co IncCOM17$839<0.1%00.0%不變歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD480$840<0.1%+480新進歷史
VSECVse CorpCOM7$840<0.1%+7新進歷史
GDOTGreen Dot CorpCL A100$844<0.1%−39−28.1%減碼歷史
MGMistras Group, Inc.COM80$846<0.1%+42+110.5%加碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS616$856<0.1%+595+2,833.3%加碼歷史
HTBHomeTrust Bancshares, Inc.COM25$857<0.1%+10+66.7%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$859<0.1%−679−98.3%減碼–
PACBPacific Biosciences of California, Inc.COM730$861<0.1%+623+582.2%加碼歷史
AIVApartment Investment & Management CoCL A98$862<0.1%+93+1,860.0%加碼歷史
ARAYAccuray IncCOM482$863<0.1%+479+15,966.7%加碼歷史
RYAMRayonier Advanced Materials Inc.COM150$863<0.1%+142+1,775.0%加碼歷史
BAKBraskem SASP ADR PFD A225$866<0.1%+225新進歷史
LSEALandsea Homes CorpCOM135$867<0.1%+135新進歷史
FNBFNB CorpCOM65$874<0.1%−1−1.5%減碼歷史
DOOBRP Inc.COM SUN VTG26$879<0.1%−42−61.8%減碼歷史
CBLLCeribell, Inc.COM46$884<0.1%+46新進歷史
Abrdn ETFs003261203BBRG ALL COMMDY26$887<0.1%00.0%不變–
RAPTRAPT Therapeutics, Inc.COM728$888<0.1%+180+32.8%加碼歷史
RGPResources Connection, Inc.COM136$889<0.1%−872−86.5%減碼歷史
CODICompass Diversified HoldingsSH BEN INT48$896<0.1%+29+152.6%加碼歷史
BWBBridgewater Bancshares IncCOM65$903<0.1%+13+25.0%加碼歷史
SWISolarWinds CorpCOM49$903<0.1%−7−12.5%減碼歷史
GTYGetty Realty CorpCOM29$904<0.1%−17−37.0%減碼歷史
TLRYTilray Brands, Inc.COM CL 21,375$904<0.1%+1,373+68,650.0%加碼歷史
ESQEsquire Financial Holdings, Inc.COM12$905<0.1%+4+50.0%加碼歷史
OCGNOcugen, Inc.COM1,283$906<0.1%+33+2.6%加碼歷史
CASSCass Information Systems IncCOM21$908<0.1%−12−36.4%減碼歷史
PSECProspect Capital CorpCOM222$910<0.1%−183−45.2%減碼歷史
ETHAiShares Ethereum Trust ETFSHS66$912<0.1%−100−60.2%減碼歷史
PNRGPrimeenergy Resources CorpCOM4$912<0.1%+3+300.0%加碼歷史
LGTYLogility Supply Chain Solutions, IncCL A64$913<0.1%+43+204.8%加碼歷史
iShares Inc464286392MSCI WORLD ETF6$919<0.1%−1,557−99.6%減碼–
AMSCAmerican Superconductor CorpStock51$925<0.1%−79−60.8%減碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM200$928<0.1%+196+4,900.0%加碼歷史
MRSNMersana Therapeutics, Inc.COM2,698$929<0.1%+2,698新進歷史
IRWDIronwood Pharmaceuticals IncCOM CL A633$930<0.1%+586+1,246.8%加碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$931<0.1%−166−85.6%減碼–
Azul S A05501U106SPONSR ADR PFD571$937<0.1%+145+34.0%加碼–
CSTLCastle Biosciences IncCOM47$941<0.1%+38+422.2%加碼歷史
NATRNatures Sunshine Products IncCOM75$941<0.1%00.0%不變歷史
ULCCFrontier Group Holdings, Inc.COM217$942<0.1%+99+83.9%加碼歷史
TRSTTrustco Bank Corp N YCOM NEW31$945<0.1%+30+3,000.0%加碼歷史
NKTRNektar TherapeuticsCOM1,391$945<0.1%+1,220+713.5%加碼歷史
ACHRArcher Aviation Inc.Stock133$946<0.1%−2,921−95.6%減碼歷史
TNYATenaya Therapeutics, Inc.COM1,664$949<0.1%+1,664新進歷史
RDWRRadware LtdORD44$951<0.1%−13−22.8%減碼歷史
HAEHaemonetics CorpCOM15$953<0.1%−49−76.6%減碼歷史
iShares Tr464288752US HOME CONS ETF10$954<0.1%+10新進–
EBEventbrite, Inc.COM CL A452$954<0.1%+209+86.0%加碼歷史
PRSUPursuit Attractions & Hospitality, Inc.COM27$956<0.1%+23+575.0%加碼歷史
KRTKarat Packaging Inc.COM36$956<0.1%+28+350.0%加碼歷史
UFIUnifi IncCOM NEW200$962<0.1%+200新進歷史
RLJRLJ Lodging TrustCOM123$970<0.1%+97+373.1%加碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$979<0.1%00.0%不變–
APEIAmerican Public Education IncStock44$982<0.1%+32+266.7%加碼歷史
IHRTiHeartMedia, Inc.COM CL A597$985<0.1%+597新進歷史
LOARLoar Holdings Inc.COM SHS14$989<0.1%+14新進歷史
ADEAAdeia Inc.COM75$992<0.1%+53+240.9%加碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM110$994<0.1%−114−50.9%減碼歷史
KYTXKyverna Therapeutics, Inc.COM515$994<0.1%+515新進歷史
CTRICenturi Holdings, Inc.COM SHS61$1,000<0.1%+41+205.0%加碼歷史
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM26$1,002<0.1%00.0%不變–
RYTMRhythm Pharmaceuticals, Inc.COM19$1,006<0.1%+7+58.3%加碼歷史
CLPRClipper Realty Inc.COM262$1,007<0.1%+121+85.8%加碼歷史
LANDGladstone Land CorpCOM96$1,010<0.1%+96新進歷史
EIGEmployers Holdings, Inc.COM20$1,013<0.1%−39−66.1%減碼歷史
Tidal ETF Tr886364306SOFI NEXT 50075$1,015<0.1%00.0%不變–
Ssga Active ETF Tr78467V707ST STR UL BD ETF25$1,016<0.1%+25新進–
GOGOGogo Inc.COM118$1,017<0.1%−110−48.2%減碼歷史
RSIRush Street Interactive, Inc.COM95$1,018<0.1%−100−51.3%減碼歷史
VIVOVivoPower PLCSHS NEW255$1,020<0.1%00.0%不變歷史
KVYOKlaviyo, Inc.COM SER A34$1,029<0.1%+14+70.0%加碼歷史
MTUSMetallus Inc.COM77$1,029<0.1%−99−56.3%減碼歷史
AMPSAltus Power, Inc.COM CL A209$1,035<0.1%+209新進歷史
RNGRRanger Energy Services, Inc.COM CL A73$1,036<0.1%+58+386.7%加碼歷史
OBKOrigin Bancorp, Inc.COM30$1,040<0.1%+30新進歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW143$1,044<0.1%−155−52.0%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF38$1,048<0.1%00.0%不變–
Ea Series Trust02072L607FREEDOM 100 EM30$1,052<0.1%00.0%不變–

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