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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
LVSLas Vegas Sands CorpCOM1,119$4.32 萬<0.1%+305+37.5%加碼歷史
KTBKontoor Brands, Inc.Stock672$4.31 萬<0.1%−50−6.9%減碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR1,016$4.30 萬<0.1%+62+6.5%加碼歷史
STLAStellantis N.V.SHS3,838$4.30 萬<0.1%−575−13.0%減碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF1,406$4.30 萬<0.1%−2,561−64.6%減碼–
PEOAdams Natural Resources Fund, Inc.COM1,873$4.27 萬<0.1%−165−8.1%減碼歷史
TTCToro CoCOM587$4.27 萬<0.1%+390+198.0%加碼歷史
CCDCalamos Dynamic Convertible & Income FundCOM2,000$4.26 萬<0.1%00.0%不變歷史
AFGAmerican Financial Group IncCOM324$4.26 萬<0.1%+121+59.6%加碼歷史
Etfis Ser Tr I26923G822VIRTUS INFRCAP2,000$4.24 萬<0.1%+2,000新進–
iShares Tr46436E601ESG MSCI EM LDRS868$4.23 萬<0.1%−24−2.7%減碼–
AWIArmstrong World Industries IncCOM300$4.23 萬<0.1%+160+114.3%加碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK1,874$4.23 萬<0.1%+788+72.6%加碼歷史
NGVTIngevity CorpCOM1,066$4.22 萬<0.1%+45+4.4%加碼歷史
CPNGCoupang, Inc.CL A1,921$4.21 萬<0.1%+545+39.6%加碼歷史
BLEBlackRock Municipal Income Trust IICOM4,054$4.21 萬<0.1%00.0%不變歷史
PHMPultegroup IncCOM408$4.19 萬<0.1%+116+39.7%加碼歷史
WisdomTree Tr97717W422INDIA ERNGS FD956$4.18 萬<0.1%00.0%不變–
ENSGEnsign Group, IncCOM323$4.17 萬<0.1%−1,865−85.2%減碼歷史
HEI.AHeico CorpCL A197$4.16 萬<0.1%+72+57.6%加碼歷史
HHyatt Hotels CorpCOM CL A338$4.14 萬<0.1%−5−1.5%減碼歷史
OSKOshkosh CorpCOM439$4.13 萬<0.1%+302+220.4%加碼歷史
FNVFranco Nevada CorpStock261$4.12 萬<0.1%+17+7.0%加碼歷史
MKSIMKS IncCOM513$4.11 萬<0.1%+289+129.0%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS1,458$4.10 萬<0.1%00.0%不變–
OROR Royalties Inc.COM1,940$4.10 萬<0.1%−32−1.6%減碼歷史
PAYCPaycom Software, Inc.Stock187$4.09 萬<0.1%−511−73.2%減碼歷史
ICLICL Group Ltd.SHS7,226$4.08 萬<0.1%+1,220+20.3%加碼歷史
Veren Inc92340V107COM NEW6,156$4.08 萬<0.1%+205+3.4%加碼–
ARWArrow Electronics, Inc.COM392$4.07 萬<0.1%−31−7.3%減碼歷史
DUOLDuolingo, Inc.CL A COM131$4.07 萬<0.1%+62+89.9%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR261$4.07 萬<0.1%+49+23.1%加碼歷史
MLMMartin Marietta Materials IncCOM85$4.07 萬<0.1%+14+19.7%加碼歷史
MMacy's, Inc.COM3,235$4.06 萬<0.1%+702+27.7%加碼歷史
WTRGEssential Utilities, Inc.COM1,024$4.05 萬<0.1%+382+59.5%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.04 萬<0.1%00.0%不變歷史
ELMEElme CommunitiesSH BEN INT2,313$4.02 萬<0.1%+675+41.2%加碼歷史
TRNTrinity Industries IncCOM1,433$4.02 萬<0.1%−27−1.8%減碼歷史
BNLBroadstone Net Lease, Inc.COM2,355$4.01 萬<0.1%−380−13.9%減碼歷史
ROKURoku, IncCOM CL A568$4.00 萬<0.1%+203+55.6%加碼歷史
FLOFlowers Foods IncCOM2,103$4.00 萬<0.1%−1,173−35.8%減碼歷史
GHGuardant Health, Inc.COM938$4.00 萬<0.1%+10+1.1%加碼歷史
ESABESAB CorpCOM343$3.99 萬<0.1%+125+57.3%加碼歷史
Unified Ser Tr90470L527ONEASCENT LARGE1,394$3.98 萬<0.1%+1,394新進–
PPLIPeople IncCOM NEW867$3.98 萬<0.1%+835+2,609.4%加碼歷史
iShares Tr46429B333GNMA BOND ETF906$3.98 萬<0.1%−134−12.9%減碼–
MVSTMicrovast Holdings, Inc.COM33,992$3.98 萬<0.1%−4,600−11.9%減碼歷史
TGNATegna IncCOM2,182$3.98 萬<0.1%+425+24.2%加碼歷史
CUZCousins Properties IncCOM NEW1,347$3.97 萬<0.1%+332+32.7%加碼歷史
iShares Tr46432F388MSCI USA VALUE372$3.97 萬<0.1%−2−0.5%減碼–
XPEVXpeng Inc.ADS1,914$3.97 萬<0.1%−594−23.7%減碼歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA1,075$3.96 萬<0.1%+1,075新進–
FDSFactset Research Systems IncStock87$3.96 萬<0.1%−175−66.8%減碼歷史
UUnity Software Inc.COM2,020$3.96 萬<0.1%+1,159+134.6%加碼歷史
SEESealed Air CorpCOM1,366$3.95 萬<0.1%+328+31.6%加碼歷史
iShares Core High Dividend ETF46429B663ETF326$3.95 萬<0.1%−501−60.6%減碼–
ULSUL Solutions Inc.CLASS A COM SHS699$3.94 萬<0.1%+11+1.6%加碼歷史
ADTADT Inc.COM4,837$3.94 萬<0.1%+2,780+135.1%加碼歷史
UWMCUWM Holdings CorpCOM CL A7,196$3.93 萬<0.1%+5,458+314.0%加碼歷史
PEverpure, Inc.CL A887$3.93 萬<0.1%+174+24.4%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C460$3.91 萬<0.1%−307−40.0%減碼歷史
CAECae IncCOM1,585$3.90 萬<0.1%+409+34.8%加碼歷史
Tidal ETF Tr88634T824II YIELDMAX COIN OP5,075$3.89 萬<0.1%+5,075新進–
CMCCommercial Metals CoStock842$3.87 萬<0.1%−34−3.9%減碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,008$3.87 萬<0.1%00.0%不變–
NFGNational Fuel Gas CoStock487$3.86 萬<0.1%+189+63.4%加碼歷史
NOMDNomad Foods LtdUSD ORD SHS1,962$3.86 萬<0.1%+132+7.2%加碼歷史
AGOAssured Guaranty LtdCOM435$3.83 萬<0.1%−36−7.6%減碼歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$3.83 萬<0.1%00.0%不變歷史
SGNSigning Day Sports, Inc.COM54,635$3.82 萬<0.1%−667−1.2%減碼歷史
NBIXNeurocrine Biosciences IncStock345$3.82 萬<0.1%−121−26.0%減碼歷史
SLGSL Green Realty CorpCOM660$3.81 萬<0.1%+18+2.8%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT5,778$3.81 萬<0.1%−18,628−76.3%減碼歷史
HTZHertz Global Holdings, IncCOM NEW9,663$3.81 萬<0.1%+612+6.8%加碼歷史
ALKAlaska Air Group, Inc.COM772$3.80 萬<0.1%−183−19.2%減碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF1,505$3.79 萬<0.1%00.0%不變–
UIUbiquiti Inc.COM122$3.78 萬<0.1%+46+60.5%加碼歷史
CHRDChord Energy CorpCOM NEW335$3.78 萬<0.1%−17−4.8%減碼歷史
ESTCElastic N.V.ORD SHS422$3.76 萬<0.1%+367+667.3%加碼歷史
OZKBank OZKCOM863$3.75 萬<0.1%+470+119.6%加碼歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$3.75 萬<0.1%00.0%不變–
KGCKinross Gold CorpCOM2,960$3.73 萬<0.1%+984+49.8%加碼歷史
PUKPrudential PLCADR1,728$3.72 萬<0.1%+1,224+242.9%加碼歷史
WENWendy's CoStock2,538$3.71 萬<0.1%+1,868+278.8%加碼歷史
AKAMAkamai Technologies IncCOM460$3.70 萬<0.1%+81+21.4%加碼歷史
MANManpowerGroup Inc.COM639$3.70 萬<0.1%+246+62.6%加碼歷史
iShares Tips Bond ETF464287176ETF333$3.70 萬<0.1%−959−74.2%減碼–
SMSM Energy CoCOM1,232$3.69 萬<0.1%+43+3.6%加碼歷史
MASIMasimo CorpCOM221$3.68 萬<0.1%−3−1.3%減碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL436$3.68 萬<0.1%−292−40.1%減碼–
PRMBPrimo Brands CorpCLASS A COM SHS1,033$3.67 萬<0.1%+51+5.2%加碼歷史
RIVNRivian Automotive, Inc.Stock2,932$3.65 萬<0.1%+249+9.3%加碼歷史
ABGAsbury Automotive Group IncCOM165$3.64 萬<0.1%+11+7.1%加碼歷史
iShares Russell Top 200 Growth ETF464289438ETF172$3.63 萬<0.1%00.0%不變–
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.63 萬<0.1%00.0%不變歷史
OTEXOpen Text CorpCOM1,435$3.62 萬<0.1%+761+112.9%加碼歷史
SPSCSPS Commerce IncCOM273$3.62 萬<0.1%+21+8.3%加碼歷史
FUTUFutu Holdings LtdSPON ADS CL A354$3.62 萬<0.1%−1,136−76.2%減碼歷史
NVRNVR IncCOM5$3.62 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF830$3.62 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