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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
EXRExtra Space Storage Inc.COM689$10.2 萬<0.1%−177−20.4%減碼歷史
BROBrown & Brown, Inc.Stock822$10.2 萬<0.1%+332+67.8%加碼歷史
BBYBest Buy Co IncStock1,384$10.2 萬<0.1%+537+63.4%加碼歷史
ALCAlcon IncStock1,071$10.2 萬<0.1%+238+28.6%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM1,437$10.2 萬<0.1%+803+126.7%加碼歷史
Vanguard Materials ETF92204A801ETF536$10.1 萬<0.1%00.0%不變–
BUDAnheuser-Busch InBev SA/NVADR1,639$10.1 萬<0.1%−2,414−59.6%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$10.1 萬<0.1%00.0%不變–
APOApollo Global Management, Inc.COM735$10.1 萬<0.1%+318+76.3%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,614$10.0 萬<0.1%+3+0.1%加碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS1,001$10.0 萬<0.1%+3+0.3%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW13,973$9.99 萬<0.1%+3,249+30.3%加碼歷史
NMRNomura Holdings IncSPONSORED ADR16,203$9.96 萬<0.1%+1,028+6.8%加碼歷史
CTVACorteva, Inc.Stock1,579$9.94 萬<0.1%−111−6.6%減碼歷史
NTNXNutanix, Inc.Stock1,423$9.93 萬<0.1%+197+16.1%加碼歷史
EPREpr PropertiesCOM SH BEN INT1,888$9.93 萬<0.1%+358+23.4%加碼歷史
HSYHershey CoCOM580$9.92 萬<0.1%+20+3.6%加碼歷史
FNFFidelity National Financial, Inc.COM SHS1,523$9.91 萬<0.1%+204+15.5%加碼歷史
PDIPIMCO Dynamic Income FundSHS5,000$9.90 萬<0.1%+1,000+25.0%加碼歷史
TROWPrice T Rowe Group IncStock1,068$9.81 萬<0.1%−479−31.0%減碼歷史
DDOGDatadog, Inc.CL A COM988$9.80 萬<0.1%+570+136.4%加碼歷史
PFGPrincipal Financial Group IncCOM1,161$9.80 萬<0.1%+443+61.7%加碼歷史
STNStantec IncCOM1,181$9.78 萬<0.1%+164+16.1%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR6,541$9.73 萬<0.1%+1,351+26.0%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT1,217$9.72 萬<0.1%+1,217新進–
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$9.70 萬<0.1%00.0%不變歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$9.70 萬<0.1%00.0%不變–
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$9.69 萬<0.1%00.0%不變歷史
VNTVontier CorpStock2,943$9.67 萬<0.1%+121+4.3%加碼歷史
iShares Inc46434G889EMNG MKTS EQT2,039$9.54 萬<0.1%−47−2.3%減碼–
GIBCgi IncCL A947$9.45 萬<0.1%+47+5.2%加碼歷史
BF.BBrown Forman CorpStock2,744$9.31 萬<0.1%−1,478−35.0%減碼歷史
CTRACoterra Energy Inc.Stock3,209$9.27 萬<0.1%+943+41.6%加碼歷史
JLLJones Lang Lasalle IncCOM373$9.25 萬<0.1%+32+9.4%加碼歷史
NSITInsight Enterprises IncCOM615$9.22 萬<0.1%+133+27.6%加碼歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF7,477$9.22 萬<0.1%00.0%不變歷史
EQNREquinor ASASPONSORED ADR3,479$9.20 萬<0.1%+1,864+115.4%加碼歷史
VNOVornado Realty TrustSH BEN INT2,479$9.17 萬<0.1%+188+8.2%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW14,732$9.16 萬<0.1%+369+2.6%加碼歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF1,400$9.14 萬<0.1%+1,400新進–
Fidelity Covington Trust31609A107ENHANCED LARGE2,972$9.14 萬<0.1%+849+40.0%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF3,967$9.12 萬<0.1%+2,013+103.0%加碼–
NYTNew York Times CoCL A1,833$9.09 萬<0.1%+607+49.5%加碼歷史
CRBGCorebridge Financial, Inc.COM2,870$9.06 萬<0.1%+1,228+74.8%加碼歷史
FFIVF5, Inc.Stock340$9.05 萬<0.1%+137+67.5%加碼歷史
CMCanadian Imperial Bank of CommerceCOM1,608$9.05 萬<0.1%+325+25.3%加碼歷史
Vanguard Energy ETF92204A306ETF697$9.04 萬<0.1%−80−10.3%減碼–
DSGXDescartes Systems Group IncCOM896$9.03 萬<0.1%+49+5.8%加碼歷史
LYVLive Nation Entertainment, Inc.COM689$9.00 萬<0.1%+113+19.6%加碼歷史
RGLDRoyal Gold IncStock550$8.99 萬<0.1%+421+326.4%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,224$8.99 萬<0.1%−144−6.1%減碼–
CAPLCrossAmerica Partners LPUT LTD PTN INT3,648$8.96 萬<0.1%−83−2.2%減碼歷史
OGNOrganon & Co.Stock5,989$8.92 萬<0.1%−419−6.5%減碼歷史
ERICEricsson LM Telephone CoADR B SEK 1011,482$8.91 萬<0.1%−20,488−64.1%減碼歷史
EQTEQT CorpStock1,667$8.91 萬<0.1%+691+70.8%加碼歷史
AVAAvista CorpCOM2,119$8.87 萬<0.1%−302−12.5%減碼歷史
Direxion Shs ETF Tr25460E737DLY INDL BU 3X1,700$8.86 萬<0.1%+1,700新進–
APAAPA CorpStock4,208$8.85 萬<0.1%−1,506−26.4%減碼歷史
FTVFortive CorpStock1,208$8.84 萬<0.1%+588+94.8%加碼歷史
GSKGSK plcADR2,282$8.84 萬<0.1%−1,907−45.5%減碼歷史
iShares Semiconductor ETF464287523ETF469$8.83 萬<0.1%+17+3.8%加碼–
IRMIron Mountain IncCOM1,022$8.79 萬<0.1%−1,405−57.9%減碼歷史
HEIHeico CorpCOM328$8.78 萬<0.1%−709−68.4%減碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D2,499$8.76 萬<0.1%−7,365−74.7%減碼歷史
GHCGraham Holdings CoCOM CL B91$8.74 萬<0.1%+3+3.4%加碼歷史
OMCOmnicom Group Inc.COM1,048$8.69 萬<0.1%+194+22.7%加碼歷史
BMAMacro Bank Inc.SPON ADR B1,150$8.68 萬<0.1%−3,150−73.3%減碼歷史
BURLBurlington Stores, Inc.COM364$8.68 萬<0.1%+47+14.8%加碼歷史
THWabrdn World Healthcare FundBEN INT SHS7,500$8.65 萬<0.1%+1,500+25.0%加碼歷史
FROFrontline plcCOM5,792$8.60 萬<0.1%+701+13.8%加碼歷史
RLIRli CorpCOM1,066$8.56 萬<0.1%+72+7.2%加碼依 2 比 1 拆股換算歷史
WSMWilliams Sonoma IncCOM541$8.56 萬<0.1%+145+36.6%加碼歷史
FORForestar Group Inc.COM4,047$8.56 萬<0.1%−2,515−38.3%減碼歷史
SUSuncor Energy IncStock2,203$8.53 萬<0.1%−436−16.5%減碼歷史
CSGPCostar Group, Inc.COM1,076$8.53 萬<0.1%−1,641−60.4%減碼歷史
iShares Tr46435U713US INFRASTRUC1,888$8.51 萬<0.1%−1,379−42.2%減碼–
INFYInfosys LtdSPONSORED ADR4,636$8.46 萬<0.1%−6,170−57.1%減碼歷史
FHNFirst Horizon CorpCOM4,354$8.45 萬<0.1%−2,397−35.5%減碼歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,746$8.42 萬<0.1%+3,746新進–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL2,418$8.42 萬<0.1%+2,418新進–
CNQCanadian Natural Resources LtdCOM2,727$8.40 萬<0.1%+740+37.2%加碼歷史
SMCISuper Micro Computer, Inc.Stock2,443$8.37 萬<0.1%+12+0.5%加碼歷史
EGEverest Group, Ltd.COM230$8.36 萬<0.1%+19+9.0%加碼歷史
DXCMDexcom IncCOM1,222$8.35 萬<0.1%+525+75.3%加碼歷史
DOCUDocuSign, Inc.Stock1,023$8.33 萬<0.1%−12−1.2%減碼歷史
KIMKimco Realty CorpCOM3,899$8.28 萬<0.1%−157−3.9%減碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$8.26 萬<0.1%00.0%不變歷史
AREAlexandria Real Estate Equities, Inc.COM892$8.25 萬<0.1%+594+199.3%加碼歷史
AWKAmerican Water Works Company, Inc.Stock557$8.22 萬<0.1%+264+90.1%加碼歷史
ProShares Tr74347R263PSHS UL TELE ETF1,000$8.17 萬<0.1%+1,000新進–
CINFCincinnati Financial CorpCOM551$8.14 萬<0.1%+216+64.5%加碼歷史
iShares Tr464287762US HLTHCARE ETF1,336$8.14 萬<0.1%+501+60.0%加碼–
UTGReaves Utility Income FundCOM SH BEN INT2,500$8.13 萬<0.1%00.0%不變歷史
WBDWarner Bros. Discovery, Inc.Stock7,576$8.13 萬<0.1%−9,725−56.2%減碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$8.12 萬<0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM432$8.09 萬<0.1%−432−50.0%減碼歷史
BF.ABrown Forman CorpCL A2,405$8.05 萬<0.1%+515+27.2%加碼歷史
AEMAgnico Eagle Mines LtdStock742$8.04 萬<0.1%+258+53.3%加碼歷史
CFRCullen/Frost Bankers, Inc.COM642$8.04 萬<0.1%+106+19.8%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,656$8.02 萬<0.1%+35+2.2%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