跳到主要內容
Livermore
Livermore
中文EN

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
ATIAti IncStock1,541$8.02 萬<0.1%−188−10.9%減碼歷史
SRSpire IncCOM1,018$7.97 萬<0.1%+247+32.0%加碼歷史
TOSTToast, Inc.Stock2,402$7.97 萬<0.1%−1,033−30.1%減碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$7.94 萬<0.1%00.0%不變–
ZMZoom Communications, Inc.Stock1,072$7.91 萬<0.1%−836−43.8%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM7,036$7.86 萬<0.1%+1,724+32.5%加碼歷史
VanEck Semiconductor ETF92189F676ETF371$7.85 萬<0.1%−138−27.1%減碼–
IFFInternational Flavors & Fragrances IncCOM1,008$7.83 萬<0.1%−775−43.5%減碼歷史
SEICSEI Investments CoCOM1,006$7.81 萬<0.1%+146+17.0%加碼歷史
SNASnap-on IncCOM231$7.79 萬<0.1%+2+0.9%加碼歷史
WATWaters CorpCOM211$7.78 萬<0.1%+86+68.8%加碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$7.77 萬<0.1%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,856$7.77 萬<0.1%+1,839+10,817.6%加碼–
OHIOmega Healthcare Investors IncCOM2,034$7.75 萬<0.1%+449+28.3%加碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$7.71 萬<0.1%00.0%不變–
iShares U S ETF Tr46431W507SHOR DURA BD ETF1,510$7.68 萬<0.1%+1,505+30,100.0%加碼–
STWDStarwood Property Trust, Inc.COM3,878$7.67 萬<0.1%−195−4.8%減碼歷史
OKTAOkta, Inc.CL A728$7.66 萬<0.1%+278+61.8%加碼歷史
CNXCConcentrix CorpStock1,376$7.66 萬<0.1%+957+228.4%加碼歷史
QFINQfin Holdings, Inc.AMERICAN DEP1,701$7.64 萬<0.1%−5,601−76.7%減碼歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS5,500$7.63 萬<0.1%+1,000+22.2%加碼歷史
BRKRBruker CorpCOM1,828$7.63 萬<0.1%+498+37.4%加碼歷史
RVTYRevvity, Inc.COM715$7.57 萬<0.1%+193+37.0%加碼歷史
PODDInsulet CorpStock288$7.56 萬<0.1%+140+94.6%加碼歷史
OXLCOxford Lane Capital Corp.COM16,000$7.55 萬<0.1%00.0%不變歷史
SNXTD Synnex CorpCOM726$7.55 萬<0.1%+165+29.4%加碼歷史
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT3,017$7.52 萬<0.1%+3,017新進–
Vanguard Malvern FDS922020805STRM INFPROIDX1,506$7.52 萬<0.1%−4−0.3%減碼–
Pacer FDS Tr69374H659CASH COWS ETF2,002$7.50 萬<0.1%+174+9.5%加碼–
VALEVale S.A.SPONSORED ADS7,500$7.48 萬<0.1%−2,238−23.0%減碼歷史
HASHasbro, Inc.COM1,216$7.48 萬<0.1%+175+16.8%加碼歷史
GGGGraco IncCOM895$7.47 萬<0.1%+35+4.1%加碼歷史
ELSEquity Lifestyle Properties IncCOM1,119$7.46 萬<0.1%+1,011+936.1%加碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$7.46 萬<0.1%00.0%不變–
TECKTeck Resources LtdCL B2,043$7.44 萬<0.1%−764−27.2%減碼歷史
TUTelus CorpCOM5,188$7.44 萬<0.1%+448+9.5%加碼歷史
NTRSNorthern Trust CorpCOM754$7.44 萬<0.1%+260+52.6%加碼歷史
TPLTexas Pacific Land CorpStock56$7.42 萬<0.1%+25+80.6%加碼歷史
BALLBALL CorpCOM1,423$7.41 萬<0.1%+435+44.0%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,780$7.39 萬<0.1%+679+21.9%加碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$7.37 萬<0.1%00.0%不變歷史
DCIDonaldson Co IncStock1,099$7.37 萬<0.1%−38−3.3%減碼歷史
GGenpact LTDSHS1,461$7.36 萬<0.1%+16+1.1%加碼歷史
iShares Tr464288273EAFE SML CP ETF1,159$7.36 萬<0.1%−224−16.2%減碼–
AERAerCap Holdings N.V.SHS718$7.34 萬<0.1%−82−10.3%減碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF3,082$7.33 萬<0.1%−1,707−35.6%減碼–
JAZZJazz Pharmaceuticals plcSHS USD589$7.31 萬<0.1%−31−5.0%減碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I940$7.26 萬<0.1%−4,429−82.5%減碼歷史
iShares Tr46435G102CONV BD ETF868$7.26 萬<0.1%+570+191.3%加碼–
USFDUS Foods Holding Corp.COM1,105$7.24 萬<0.1%+628+131.7%加碼歷史
CPAYCorpay, Inc.COM SHS207$7.22 萬<0.1%+74+55.6%加碼歷史
GLGlobe Life Inc.COM546$7.19 萬<0.1%+181+49.6%加碼歷史
BNSBank of Nova ScotiaCOM1,516$7.19 萬<0.1%−6−0.4%減碼歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN617$7.19 萬<0.1%+81+15.1%加碼–
ACIAlbertsons Companies, Inc.COMMON STOCK3,261$7.17 萬<0.1%+1,474+82.5%加碼歷史
CNICanadian National Railway CoStock735$7.16 萬<0.1%+92+14.3%加碼歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S1,000$7.16 萬<0.1%+1,000新進–
RRCRange Resources CorpCOM1,793$7.16 萬<0.1%+1,570+704.0%加碼歷史
HRHealthcare Realty Trust IncCL A COM4,236$7.16 萬<0.1%−8,169−65.9%減碼歷史
NETCloudflare, Inc.CL A COM633$7.13 萬<0.1%+183+40.7%加碼歷史
FMCFMC CorpCOM NEW1,685$7.11 萬<0.1%+939+125.9%加碼歷史
SAICScience Applications International CorpCOM630$7.08 萬<0.1%−41−6.1%減碼歷史
BLDRBuilders FirstSource, Inc.Stock565$7.06 萬<0.1%−5−0.9%減碼歷史
VODVodafone Group Public Ltd CoADR7,498$7.03 萬<0.1%+1,711+29.6%加碼歷史
STTState Street CorpCOM784$7.02 萬<0.1%−692−46.9%減碼歷史
Vanguard Communication Services ETF92204A884ETF473$7.02 萬<0.1%00.0%不變–
FMXMexican Economic Development IncSPON ADR UNITS718$7.01 萬<0.1%+46+6.8%加碼歷史
MPTMedical Properties Trust IncCOM11,599$6.99 萬<0.1%+1,520+15.1%加碼歷史
BCCBoise Cascade CoCOM713$6.99 萬<0.1%−2−0.3%減碼歷史
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$6.98 萬<0.1%00.0%不變歷史
IVZInvesco Ltd.Stock4,600$6.98 萬<0.1%+863+23.1%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR12,628$6.96 萬<0.1%+3,421+37.2%加碼歷史
OVVOvintiv Inc.COM1,623$6.95 萬<0.1%+475+41.4%加碼歷史
ARGXArgenx SESPONSORED ADR117$6.93 萬<0.1%−4−3.3%減碼歷史
RJFRaymond James Financial IncCOM499$6.93 萬<0.1%+137+37.8%加碼歷史
RBB FD Inc74933W536US TREASR 10 YR1,577$6.92 萬<0.1%−66−4.0%減碼–
DEODiageo PLCSPON ADR NEW659$6.90 萬<0.1%−1,264−65.7%減碼歷史
MZTIMarzetti CoCOM392$6.86 萬<0.1%+13+3.4%加碼歷史
MAPSWM Technology, Inc.COM60,427$6.83 萬<0.1%+164+0.3%加碼歷史
NWGNatWest Group plcSPONS ADR5,715$6.81 萬<0.1%+559+10.8%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF727$6.81 萬<0.1%−637−46.7%減碼–
MMYTMakeMyTrip LtdStock691$6.77 萬<0.1%−88−11.3%減碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS1,092$6.76 萬<0.1%+734+205.0%加碼歷史
SLRCSLR Investment Corp.COM4,000$6.74 萬<0.1%00.0%不變歷史
FTITechnipFMC plcCOM2,116$6.71 萬<0.1%+438+26.1%加碼歷史
BHPBHP Group LtdADR1,379$6.69 萬<0.1%−351−20.3%減碼歷史
PORPortland General Electric CoCOM NEW1,499$6.69 萬<0.1%+92+6.5%加碼歷史
ECCEagle Point Credit CoCOM8,250$6.68 萬<0.1%+750+10.0%加碼歷史
AMTMAmentum Holdings, Inc.COM3,666$6.67 萬<0.1%−312−7.8%減碼歷史
TFXTeleflex IncCOM482$6.66 萬<0.1%+353+273.6%加碼歷史
AESAES CorpStock5,360$6.66 萬<0.1%−935−14.9%減碼歷史
XYLXylem Inc.COM557$6.65 萬<0.1%+285+104.8%加碼歷史
Global X FDS37954Y368S&P EX US ETF1,982$6.65 萬<0.1%+1,802+1,001.1%加碼–
RLRalph Lauren CorpCL A301$6.64 萬<0.1%+164+119.7%加碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF413$6.64 萬<0.1%+56+15.7%加碼–
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$6.59 萬<0.1%00.0%不變–
NOKNokia CorpSPONSORED ADR12,507$6.59 萬<0.1%+4,213+50.8%加碼歷史
CPCanadian Pacific Kansas City LtdCOM938$6.59 萬<0.1%+422+81.8%加碼歷史
iShares Tr464287341GLOBAL ENERG ETF1,562$6.57 萬<0.1%−230−12.8%減碼–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$6.57 萬<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