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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
GNEGenie Energy Ltd.CL B70$1,054<0.1%+45+180.0%加碼歷史
FIVNFive9, Inc.COM39$1,059<0.1%+13+50.0%加碼歷史
OKLOOklo Inc.COM CL A49$1,060<0.1%+23+88.5%加碼歷史
GCTGigaCloud Technology IncStock75$1,065<0.1%+70+1,400.0%加碼歷史
DXPEDXP Enterprises IncCOM NEW13$1,069<0.1%00.0%不變歷史
HOMBHome Bancshares IncCOM38$1,074<0.1%+38新進歷史
KRUSKura Sushi USA, Inc.CL A COM21$1,075<0.1%+20+2,000.0%加碼歷史
ATNIATN International, Inc.COM53$1,077<0.1%−11−17.2%減碼歷史
IBCPIndependent Bank CorpCOM NEW35$1,078<0.1%+7+25.0%加碼歷史
VVXV2X, Inc.COM22$1,079<0.1%+11+100.0%加碼歷史
ORGOOrganogenesis Holdings Inc.COM252$1,089<0.1%+252新進歷史
IRENIREN LtdORDINARY SHARES180$1,096<0.1%+180新進歷史
CHMICherry Hill Mortgage Investment CorpCOM333$1,099<0.1%+41+14.0%加碼歷史
ZIMVZimVie Inc.Stock102$1,101<0.1%+98+2,450.0%加碼歷史
Sandstorm Gold Ltd Com New80013R206Stock146$1,102<0.1%+61+71.8%加碼–
TDCTeradata CorpStock49$1,102<0.1%−111−69.4%減碼歷史
NVCRNovoCure LtdORD SHS62$1,105<0.1%−2−3.1%減碼歷史
OLOOlo Inc.CL A183$1,105<0.1%+31+20.4%加碼歷史
USNAUsana Health Sciences IncCOM41$1,106<0.1%+36+720.0%加碼歷史
PRCHPorch Group, Inc.COM152$1,108<0.1%+151+15,100.0%加碼歷史
WRBYWarby Parker Inc.CL A COM61$1,112<0.1%+48+369.2%加碼歷史
ANGOAngiodynamics IncCOM119$1,117<0.1%−8−6.3%減碼歷史
ALLOAllogene Therapeutics, Inc.COM774$1,130<0.1%+774新進歷史
MQMarqeta, Inc.CLASS A COM275$1,133<0.1%+168+157.0%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,134<0.1%00.0%不變–
NGLNGL Energy Partners LPCOM UNIT REPST250$1,135<0.1%00.0%不變歷史
SIBNSI-BONE, Inc.COM81$1,136<0.1%+59+268.2%加碼歷史
LZMLifezone Metals LtdORD SHS272$1,137<0.1%+272新進歷史
REPXRiley Exploration Permian, Inc.COM39$1,138<0.1%+5+14.7%加碼歷史
ANIPAni Pharmaceuticals IncCOM17$1,138<0.1%+10+142.9%加碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A26$1,141<0.1%+12+85.7%加碼歷史
PLPlanet Labs PBCCOM CL A338$1,142<0.1%+338新進歷史
BBTBeacon Financial CorpCOM44$1,148<0.1%−39−47.0%減碼歷史
MYDBlackRock Muniyield Fund, Inc.COM109$1,148<0.1%00.0%不變歷史
AEYEAudioeye IncCOM NEW104$1,154<0.1%+104新進歷史
QUREuniQure N.V.SHS109$1,155<0.1%00.0%不變歷史
KLICKulicke & Soffa Industries IncCOM35$1,155<0.1%−86−71.1%減碼歷史
SITCSITE Centers Corp.COM90$1,156<0.1%−12−11.8%減碼歷史
CTBICommunity Trust Bancorp IncCOM23$1,158<0.1%−11−32.4%減碼歷史
ERIIEnergy Recovery, Inc.COM73$1,160<0.1%+61+508.3%加碼歷史
CPSCooper-Standard Holdings Inc.COM76$1,164<0.1%+71+1,420.0%加碼歷史
ALECAlector, Inc.COM954$1,174<0.1%+111+13.2%加碼歷史
KALVKalVista Pharmaceuticals, Inc.COM102$1,177<0.1%+81+385.7%加碼歷史
FSPFranklin Street Properties CorpCOM662$1,178<0.1%−270−29.0%減碼歷史
ACLXArcellx, Inc.COMMON STOCK18$1,181<0.1%−3−14.3%減碼歷史
BKSYBlackSky Technology Inc.CL A NEW153$1,183<0.1%+153新進歷史
GSATGlobalstar, Inc.COM NEW57$1,189<0.1%+57新進歷史
PRLBProto Labs IncCOM34$1,191<0.1%+22+183.3%加碼歷史
DBIDesigner Brands Inc.CL A327$1,194<0.1%+313+2,235.7%加碼歷史
PFLTPennantPark Floating Rate Capital Ltd.COM107$1,197<0.1%+107新進歷史
AGIOAgios Pharmaceuticals, Inc.COM41$1,201<0.1%−6−12.8%減碼歷史
AOMRAngel Oak Mortgage REIT, Inc.COM126$1,201<0.1%+126新進歷史
Capital Group New Geography14021N105SHS48$1,203<0.1%+48新進–
ANIKAnika Therapeutics, Inc.COM80$1,203<0.1%−39−32.8%減碼歷史
PDSPrecision Drilling CorpCOM NEW26$1,212<0.1%+26新進歷史
FFFutureFuel Corp.COM312$1,217<0.1%−20−6.0%減碼歷史
VYXNCR Voyix CorpCOM125$1,219<0.1%+70+127.3%加碼歷史
RBRKRubrik, Inc.Stock20$1,220<0.1%+13+185.7%加碼歷史
VACMarriott Vacations Worldwide CorpCOM19$1,225<0.1%−242−92.7%減碼歷史
ABEVAmbev S.A.SPONSORED ADR527$1,228<0.1%−1,275−70.8%減碼歷史
SCHLScholastic CorpCOM65$1,228<0.1%+49+306.3%加碼歷史
HEESH&E Equipment Services, Inc.COM13$1,232<0.1%+2+18.2%加碼歷史
AVPTAvePoint, Inc.COM CL A86$1,242<0.1%+17+24.6%加碼歷史
BRYBerry Corp (bry)COM387$1,242<0.1%−92−19.2%減碼歷史
FBNCFirst BancorpCOM31$1,244<0.1%+11+55.0%加碼歷史
WEXWEX Inc.COM8$1,256<0.1%−117−93.6%減碼歷史
IRMDIradimed CorpCOM24$1,260<0.1%+8+50.0%加碼歷史
BRKLBrookline Bancorp IncCOM116$1,264<0.1%−26−18.3%減碼歷史
NINENine Energy Service, Inc.COM1,123$1,269<0.1%+199+21.5%加碼歷史
RCELAVITA Medical, Inc.COM156$1,270<0.1%+156新進歷史
WINAWinmark CorpCOM4$1,271<0.1%+2+100.0%加碼歷史
SFIXStitch Fix, Inc.Stock392$1,275<0.1%−1−0.3%減碼歷史
LBRDALiberty Broadband CorpCOM SER A15$1,275<0.1%+13+650.0%加碼歷史
PLYAPlaya Hotels & Resorts N.V.SHS96$1,280<0.1%−2,437−96.2%減碼歷史
KIDSOrthopediatrics CorpCOM52$1,281<0.1%+43+477.8%加碼歷史
MSBIMidland States Bancorp, Inc.COM75$1,284<0.1%−20−21.1%減碼歷史
GBTGGlobal Business Travel Group, Inc.COM CL A177$1,285<0.1%+122+221.8%加碼歷史
CHRSCoherus Oncology, Inc.COM1,593$1,286<0.1%+314+24.6%加碼歷史
ICHRIchor Holdings, Ltd.SHS57$1,289<0.1%+37+185.0%加碼歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,293<0.1%00.0%不變–
RUMRUM Group Inc.Stock183$1,294<0.1%+56+44.1%加碼歷史
SAILSailPoint, Inc.COM69$1,294<0.1%+69新進歷史
SOCSable Offshore Corp.COM SHS51$1,294<0.1%+44+628.6%加碼歷史
MXCTMaxcyte, Inc.COM475$1,297<0.1%+361+316.7%加碼歷史
NABLN-able, Inc.COMMON STOCK183$1,297<0.1%−1,464−88.9%減碼歷史
BFSSaul Centers, Inc.COM36$1,299<0.1%+22+157.1%加碼歷史
Dole PLC Ord Shs256603101Stock90$1,301<0.1%+38+73.1%加碼–
CXMSprinklr, Inc.CL A156$1,303<0.1%+64+69.6%加碼歷史
UVEUniversal Insurance Holdings, Inc.COM55$1,304<0.1%−26−32.1%減碼歷史
LXEOLexeo Therapeutics, Inc.COM376$1,304<0.1%+376新進歷史
ACREAres Commercial Real Estate CorpCOM282$1,306<0.1%−218−43.6%減碼歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,308<0.1%−3,472−99.7%減碼–
FFWMFirst Foundation Inc.COM252$1,308<0.1%00.0%不變歷史
FLICFirst of Long Island CorpCOM106$1,309<0.1%−52−32.9%減碼歷史
FUBOFuboTV Inc.COM449$1,311<0.1%−75−14.3%減碼歷史
LAZRQLuminar Technologies, Inc.COM NEW CL A244$1,315<0.1%+215+741.4%加碼歷史
ETNB89bio, Inc.COM181$1,316<0.1%+181新進歷史
NVTSNavitas Semiconductor CorpCOM644$1,320<0.1%+641+21,366.7%加碼歷史
ADVAdvantage Solutions Inc.COM CL A874$1,320<0.1%−5−0.6%減碼歷史
TDOCTeladoc Health, Inc.COM166$1,321<0.1%−67−28.8%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