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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
VanEck ETF Trust92189H607OIL SERVICES ETF250$6.55 萬<0.1%+148+145.1%加碼–
TTDTrade Desk, Inc.Stock1,197$6.55 萬<0.1%−536−30.9%減碼歷史
USALiberty All Star Equity FundSH BEN INT10,000$6.55 萬<0.1%00.0%不變歷史
NWENorthWestern Energy Group, Inc.COM NEW1,131$6.55 萬<0.1%−72−6.0%減碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS597$6.54 萬<0.1%+90+17.8%加碼歷史
FITBFifth Third BancorpCOM1,669$6.54 萬<0.1%+541+48.0%加碼歷史
LCIILci IndustriesCOM746$6.52 萬<0.1%−11−1.5%減碼歷史
TXRHTexas Roadhouse, Inc.COM389$6.48 萬<0.1%+205+111.4%加碼歷史
PTCPTC Inc.Stock418$6.48 萬<0.1%+147+54.2%加碼歷史
MANHManhattan Associates IncStock374$6.47 萬<0.1%+66+21.4%加碼歷史
LOPEGrand Canyon Education, Inc.COM374$6.47 萬<0.1%−647−63.4%減碼歷史
iShares Select Dividend ETF464287168ETF482$6.47 萬<0.1%00.0%不變–
NNNNNN REIT, Inc.REIT1,510$6.44 萬<0.1%−3,443−69.5%減碼歷史
GENGen Digital Inc.Stock2,427$6.44 萬<0.1%+1,004+70.6%加碼歷史
BRSPBrightSpire Capital, Inc.COM CL A11,575$6.44 萬<0.1%+78+0.7%加碼歷史
CNHCNH Industrial N.V.SHS5,236$6.43 萬<0.1%+2,997+133.9%加碼歷史
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X1,098$6.43 萬<0.1%+1,000+1,020.4%加碼–
BAHBooz Allen Hamilton Holding CorpCL A614$6.42 萬<0.1%+387+170.5%加碼歷史
TAPMolson Coors Beverage CoCL B1,054$6.42 萬<0.1%+81+8.3%加碼歷史
NUENucor CorpCOM531$6.39 萬<0.1%−562−51.4%減碼歷史
SYFSynchrony FinancialCOM1,204$6.37 萬<0.1%+394+48.6%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,739$6.35 萬<0.1%+110+6.8%加碼歷史
BIDUBaidu, Inc.ADR689$6.34 萬<0.1%+9+1.3%加碼歷史
DOXAmdocs LtdSHS689$6.30 萬<0.1%+381+123.7%加碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$6.30 萬<0.1%00.0%不變–
RQICohen & Steers Quality Income Realty Fund IncCEF5,000$6.28 萬<0.1%−429−7.9%減碼歷史
SWKSSkyworks Solutions, Inc.Stock968$6.26 萬<0.1%+431+80.3%加碼歷史
BRBRBellring Brands, Inc.Stock840$6.25 萬<0.1%−78−8.5%減碼歷史
LEALear CorpCOM NEW706$6.23 萬<0.1%−82−10.4%減碼歷史
DPZDominos Pizza IncCOM135$6.21 萬<0.1%+44+48.4%加碼歷史
PBAPembina Pipeline CorpCOM1,551$6.21 萬<0.1%+145+10.3%加碼歷史
OBDCBlue Owl Capital CorpCOM4,234$6.21 萬<0.1%−22−0.5%減碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM10,500$6.21 萬<0.1%+1,000+10.5%加碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM6,468$6.19 萬<0.1%+263+4.2%加碼歷史
EEni SpASPONSORED ADR1,998$6.18 萬<0.1%+875+77.9%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$6.17 萬<0.1%−811−94.2%減碼–
MKLMarkel Group Inc.COM33$6.17 萬<0.1%+17+106.3%加碼歷史
UTHRUnited Therapeutics CorpCOM199$6.13 萬<0.1%+80+67.2%加碼歷史
MGMMGM Resorts InternationalStock2,066$6.12 萬<0.1%+588+39.8%加碼歷史
INGRIngredion IncCOM452$6.11 萬<0.1%+129+39.9%加碼歷史
JNPRJuniper Networks IncCOM1,684$6.09 萬<0.1%+561+50.0%加碼歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.07 萬<0.1%00.0%不變歷史
DRDDrdgold LtdSPON ADR REPSTG3,920$6.06 萬<0.1%+437+12.5%加碼歷史
AUAngloGold Ashanti PLCCOM SHS1,633$6.06 萬<0.1%+459+39.1%加碼歷史
SPTNSpartanNash CoCOM2,989$6.06 萬<0.1%+153+5.4%加碼歷史
NTRANatera, Inc.COM428$6.05 萬<0.1%+97+29.3%加碼歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V2,070$6.03 萬<0.1%00.0%不變–
RITMRithm Capital Corp.REIT5,263$6.03 萬<0.1%−2,299−30.4%減碼歷史
SJMJ M SMUCKER CoStock507$6.00 萬<0.1%+158+45.3%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY2,727$5.99 萬<0.1%+1,116+69.3%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF1,299$5.99 萬<0.1%+11+0.9%加碼–
WCCWesco International IncCOM385$5.98 萬<0.1%+243+171.1%加碼歷史
SLFSun Life Financial IncCOM1,042$5.97 萬<0.1%+254+32.2%加碼歷史
KMPRKEMPER CorpCOM892$5.96 萬<0.1%+292+48.7%加碼歷史
ZIONZions Bancorporation, National AssociationCOM1,191$5.94 萬<0.1%+650+120.1%加碼歷史
QRVOQorvo, Inc.Stock820$5.94 萬<0.1%+438+114.7%加碼歷史
AMCRAmcor plcORD6,118$5.93 萬<0.1%+1,123+22.5%加碼歷史
DKNGDraftKings Inc.Stock1,784$5.93 萬<0.1%+1,327+290.4%加碼歷史
OGSONE Gas, Inc.COM783$5.92 萬<0.1%+155+24.7%加碼歷史
MTGMgic Investment CorpCOM2,388$5.92 萬<0.1%+52+2.2%加碼歷史
ETSYEtsy IncCOM1,252$5.91 萬<0.1%+825+193.2%加碼歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM4,400$5.90 萬<0.1%00.0%不變歷史
KRPKimbell Royalty Partners, LPUNIT4,200$5.88 萬<0.1%+200+5.0%加碼歷史
MATMattel IncCOM3,015$5.86 萬<0.1%+1,472+95.4%加碼歷史
UNMUnum GroupStock719$5.86 萬<0.1%+65+9.9%加碼歷史
EWBCEast West Bancorp IncCOM652$5.86 萬<0.1%+145+28.6%加碼歷史
VLTOVeralto CorpStock599$5.84 萬<0.1%−455−43.2%減碼歷史
CPBCAMPBELL'S CoCOM1,461$5.83 萬<0.1%−2,078−58.7%減碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI2,891$5.82 萬<0.1%+2,788+2,706.8%加碼–
DOVDOVER CorpCOM330$5.80 萬<0.1%+133+67.5%加碼歷史
BXPBXP, Inc.COM863$5.80 萬<0.1%+245+39.6%加碼歷史
ACGLArch Capital Group Ltd.Stock598$5.76 萬<0.1%+248+70.9%加碼歷史
WBSWebster Financial CorpCOM1,114$5.75 萬<0.1%+135+13.8%加碼歷史
SOLVSolventum CorpStock749$5.70 萬<0.1%+62+9.0%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW581$5.68 萬<0.1%+71+13.9%加碼歷史
CNACna Financial CorpCOM1,117$5.67 萬<0.1%+346+44.9%加碼歷史
ITCIIntra-Cellular Therapies, Inc.COM428$5.65 萬<0.1%+221+106.8%加碼歷史
ESLTElbit Systems LtdStock147$5.64 萬<0.1%+14+10.5%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX571$5.64 萬<0.1%00.0%不變–
WSTWest Pharmaceutical Services IncCOM252$5.63 萬<0.1%−383−60.3%減碼歷史
UHSUniversal Health Services IncCL B299$5.62 萬<0.1%+212+243.7%加碼歷史
ProShares Tr74347X823ULTRPRO DOW30637$5.60 萬<0.1%00.0%不變–
DLBDolby Laboratories, Inc.COM CL A696$5.59 萬<0.1%+506+266.3%加碼歷史
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$5.59 萬<0.1%00.0%不變–
JHGJanus Henderson Group Ltd.ORD SHS1,543$5.58 萬<0.1%−329−17.6%減碼歷史
CMAComerica IncCOM944$5.58 萬<0.1%+25+2.7%加碼歷史
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,600$5.57 萬<0.1%+1,600新進–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF1,111$5.56 萬<0.1%−170−13.3%減碼–
RHIRobert Half Inc.COM1,018$5.55 萬<0.1%+224+28.2%加碼歷史
Vanguard Utilities ETF92204A876ETF325$5.55 萬<0.1%00.0%不變–
SUISun Communities IncCOM431$5.54 萬<0.1%−1,183−73.3%減碼歷史
ALKSAlkermes plc.SHS1,673$5.52 萬<0.1%+38+2.3%加碼歷史
UHALU-Haul Holding CoCOM845$5.52 萬<0.1%+46+5.8%加碼歷史
AIZAssurant, Inc.Stock263$5.52 萬<0.1%−101−27.7%減碼歷史
YETIYETI Holdings, Inc.COM1,662$5.50 萬<0.1%+684+69.9%加碼歷史
REXRRexford Industrial Realty, Inc.COM1,404$5.50 萬<0.1%−3,613−72.0%減碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$5.48 萬<0.1%00.0%不變歷史
THGHanover Insurance Group, Inc.COM314$5.46 萬<0.1%+101+47.4%加碼歷史
ALGNAlign Technology IncCOM341$5.42 萬<0.1%−219−39.1%減碼歷史
SLMSLM CorpCOM1,831$5.38 萬<0.1%+85+4.9%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