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
TSTenaris SASPONSORED ADS1,372$5.37 萬<0.1%+288+26.6%加碼歷史
Direxion Shs ETF Tr25459W755DLY R/E BULL3X5,200$5.37 萬<0.1%+5,200新進–
NOVNOV Inc.COM3,524$5.36 萬<0.1%+1,139+47.8%加碼歷史
WPMWheaton Precious Metals Corp.COM688$5.34 萬<0.1%+364+112.3%加碼歷史
FLEXFlex Ltd.Stock1,615$5.34 萬<0.1%+62+4.0%加碼歷史
ELEstee Lauder Companies IncCL A809$5.34 萬<0.1%−1,133−58.3%減碼歷史
FTSFortis Inc.COM1,170$5.33 萬<0.1%+230+24.5%加碼歷史
ELANElanco Animal Health IncCOM5,047$5.30 萬<0.1%+544+12.1%加碼歷史
ESEEsco Technologies IncCOM333$5.30 萬<0.1%+34+11.4%加碼歷史
WYWeyerhaeuser CoCOM NEW1,807$5.29 萬<0.1%+218+13.7%加碼歷史
SNDKSandisk CorpCOM1,111$5.29 萬<0.1%+1,111新進歷史
iShares Tr464287549EXPND TEC SC ETF583$5.29 萬<0.1%−32−5.2%減碼–
BBWIBath & Body Works, Inc.COM1,742$5.28 萬<0.1%+113+6.9%加碼歷史
CIVICivitas Resources, Inc.EQUITY US CM1,510$5.27 萬<0.1%+33+2.2%加碼歷史
FOXFox CorpCL B COM999$5.27 萬<0.1%+110+12.4%加碼歷史
MAINMain Street Capital CORPCEF931$5.27 萬<0.1%−152−14.0%減碼歷史
CSWCCapital Southwest CorpCOM2,359$5.27 萬<0.1%−6−0.3%減碼歷史
KNFKnife River CorpStock583$5.26 萬<0.1%+90+18.3%加碼歷史
MLIMueller Industries IncCOM687$5.23 萬<0.1%+51+8.0%加碼歷史
JBHTHunt J B Transport Services IncCOM353$5.22 萬<0.1%+24+7.3%加碼歷史
GAPGap IncCOM2,533$5.22 萬<0.1%+969+62.0%加碼歷史
KEYKeycorpCOM3,258$5.21 萬<0.1%+1,916+142.8%加碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT1,224$5.20 萬<0.1%00.0%不變–
APAMArtisan Partners Asset Management Inc.CL A1,329$5.20 萬<0.1%+701+111.6%加碼歷史
DINOHF Sinclair CorpCOM1,578$5.19 萬<0.1%+644+69.0%加碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP16,674$5.19 萬<0.1%+4,575+37.8%加碼歷史
KDKyndryl Holdings, Inc.Stock1,650$5.18 萬<0.1%+526+46.8%加碼歷史
RPMRPM International IncCOM445$5.15 萬<0.1%+209+88.6%加碼歷史
BCEBce IncCOM NEW2,241$5.14 萬<0.1%+1,361+154.7%加碼歷史
CGCarlyle Group Inc.COM1,178$5.13 萬<0.1%+115+10.8%加碼歷史
PRIPrimerica, Inc.Stock180$5.12 萬<0.1%+54+42.9%加碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$5.12 萬<0.1%00.0%不變歷史
KNKnowles CorpCOM3,358$5.10 萬<0.1%+1,263+60.3%加碼歷史
AVTAvnet IncCOM1,055$5.07 萬<0.1%+98+10.2%加碼歷史
ESSEssex Property Trust, Inc.COM164$5.04 萬<0.1%+77+88.5%加碼歷史
HOLXHologic IncCOM815$5.03 萬<0.1%+229+39.1%加碼歷史
VanEck ETF Trust92189F601URANI NUCLE ETF687$5.03 萬<0.1%+687新進–
HUNHuntsman CORPCOM3,177$5.02 萬<0.1%+2,792+725.2%加碼歷史
SCIService Corp InternationalCOM625$5.01 萬<0.1%+266+74.1%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,402$5.01 萬<0.1%00.0%不變–
SANMSanmina CorpCOM657$5.00 萬<0.1%+34+5.5%加碼歷史
TWTradeweb Markets Inc.Stock337$5.00 萬<0.1%+279+481.0%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF198$4.99 萬<0.1%−7−3.4%減碼–
THCTenet Healthcare CorpCOM NEW370$4.98 萬<0.1%−570−60.6%減碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW11,153$4.97 萬<0.1%+163+1.5%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM578$4.97 萬<0.1%+40+7.4%加碼歷史
MEDPMedpace Holdings, Inc.COM163$4.97 萬<0.1%−278−63.0%減碼歷史
SWKStanley Black & Decker, Inc.COM644$4.95 萬<0.1%+274+74.1%加碼歷史
NLOPNet Lease Office PropertiesCOM1,578$4.95 萬<0.1%−205−11.5%減碼歷史
SOFISoFi Technologies, Inc.Stock4,252$4.95 萬<0.1%−4,739−52.7%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,040$4.94 萬<0.1%+639+159.4%加碼歷史
U.S. Global Jets ETF26922A842ETF2,375$4.93 萬<0.1%−1,008−29.8%減碼–
YUMCYum China Holdings, Inc.COM946$4.93 萬<0.1%+68+7.7%加碼歷史
JXNJackson Financial Inc.COM CL A586$4.91 萬<0.1%+56+10.6%加碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$4.91 萬<0.1%00.0%不變歷史
AIC3.ai, Inc.Stock2,312$4.87 萬<0.1%−10,153−81.5%減碼歷史
FCFSFirstCash Holdings, Inc.COM404$4.86 萬<0.1%+13+3.3%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF149$4.85 萬<0.1%00.0%不變–
RYNRayonier IncCOM1,734$4.83 萬<0.1%+988+132.4%加碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF561$4.82 萬<0.1%+495+750.0%加碼–
Barrick Gold Corp067901108COM2,473$4.81 萬<0.1%+557+29.1%加碼–
GDDYGoDaddy Inc.CL A266$4.79 萬<0.1%+142+114.5%加碼歷史
NTRNutrien Ltd.COM960$4.77 萬<0.1%−844−46.8%減碼歷史
VFCV F CorpStock3,059$4.75 萬<0.1%+94+3.2%加碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN1,484$4.75 萬<0.1%00.0%不變–
HWCHancock Whitney CorpCOM901$4.73 萬<0.1%+188+26.4%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD878$4.70 萬<0.1%+58+7.1%加碼歷史
TELFYTelefonica S ASPONSORED ADR10,050$4.68 萬<0.1%+2,961+41.8%加碼歷史
MRPMillrose Properties, Inc.COM CL A1,766$4.68 萬<0.1%+1,766新進歷史
SNNSmith & Nephew PLCSPDN ADR NEW1,648$4.68 萬<0.1%+334+25.4%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$4.67 萬<0.1%00.0%不變歷史
HRLHormel Foods CorpCOM1,505$4.66 萬<0.1%+619+69.9%加碼歷史
iShares Tr464289867CORE 60 BALA ETF802$4.62 萬<0.1%−86−9.7%減碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$4.62 萬<0.1%00.0%不變–
ESNTEssent Group Ltd.COM800$4.62 萬<0.1%+105+15.1%加碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS4,500$4.62 萬<0.1%00.0%不變歷史
ALEAllete IncCOM NEW701$4.61 萬<0.1%+174+33.0%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,155$4.55 萬<0.1%−45−2.0%減碼歷史
KRCKilroy Realty CorpCOM1,386$4.54 萬<0.1%+178+14.7%加碼歷史
NEUNewmarket CorpCOM80$4.53 萬<0.1%+39+95.1%加碼歷史
EXASExact Sciences CorpCOM1,045$4.52 萬<0.1%+324+44.9%加碼歷史
MVTBlackRock Munivest Fund II, Inc.COM4,250$4.49 萬<0.1%00.0%不變歷史
CWENClearway Energy, Inc.CL C1,482$4.49 萬<0.1%+1,119+308.3%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD3,289$4.48 萬<0.1%−875−21.0%減碼–
LNWOLight & Wonder, Inc.COM516$4.47 萬<0.1%+103+24.9%加碼歷史
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,683$4.47 萬<0.1%−79−4.5%減碼–
Innovator ETFs Trust45782C557US EQTY BUF DEC1,066$4.46 萬<0.1%00.0%不變–
Vanguard Financials ETF92204A405ETF372$4.44 萬<0.1%00.0%不變–
SFStifel Financial CorpCOM471$4.44 萬<0.1%+417+772.2%加碼歷史
CCKCrown Holdings, Inc.COM497$4.44 萬<0.1%+391+368.9%加碼歷史
CLSCelestica IncStock562$4.43 萬<0.1%+6+1.1%加碼歷史
iShares Tr46435G250HIGH YLD SYSTM B938$4.42 萬<0.1%+853+1,003.5%加碼–
CORTCorcept Therapeutics IncCOM386$4.41 萬<0.1%+289+297.9%加碼歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$4.40 萬<0.1%+1,000新進–
ILMNIllumina, Inc.COM549$4.36 萬<0.1%−559−50.5%減碼歷史
CRUSCirrus Logic, Inc.Stock437$4.35 萬<0.1%+317+264.2%加碼歷史
CLFCleveland-Cliffs Inc.COM5,276$4.34 萬<0.1%+495+10.4%加碼歷史
CVECenovus Energy Inc.COM3,112$4.33 萬<0.1%+1,674+116.4%加碼歷史
INVHInvitation Homes Inc.COM1,242$4.33 萬<0.1%−3,211−72.1%減碼歷史
FSLRFirst Solar, Inc.Stock342$4.32 萬<0.1%+131+62.1%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