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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
FHIFederated Hermes, Inc.CL B888$3.62 萬<0.1%+324+57.4%加碼歷史
Vanguard Industrials ETF92204A603ETF145$3.59 萬<0.1%−200−58.0%減碼–
LNTHLantheus Holdings, Inc.Stock367$3.58 萬<0.1%+41+12.6%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM1,400$3.58 萬<0.1%−701−33.4%減碼歷史
LAMRLamar Advertising CoREIT313$3.56 萬<0.1%+169+117.4%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,028$3.56 萬<0.1%+9+0.9%加碼–
Fidelity Covington Trust31609A206ENHANCED SML CAP1,203$3.55 萬<0.1%+6+0.5%加碼–
RGAReinsurance Group of America IncCOM NEW180$3.54 萬<0.1%−104−36.6%減碼歷史
AOSSmith A O CorpCOM541$3.54 萬<0.1%+180+49.9%加碼歷史
ProShares Tr74347R768ULTRA CONSU STAP1,835$3.53 萬<0.1%+1,835新進–
ARMArm Holdings PLCADR330$3.52 萬<0.1%+272+469.0%加碼歷史
IONSIonis Pharmaceuticals IncCOM1,157$3.49 萬<0.1%+689+147.2%加碼歷史
AALAmerican Airlines Group Inc.Stock3,306$3.49 萬<0.1%−469−12.4%減碼歷史
LNCLincoln National CorpCOM971$3.49 萬<0.1%−206−17.5%減碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,100$3.48 萬<0.1%00.0%不變–
RCIRogers Communications IncCL B1,298$3.47 萬<0.1%+439+51.1%加碼歷史
JDJD.com, Inc.SPON ADS CL A838$3.44 萬<0.1%+12+1.5%加碼歷史
VLGEAVillage Super Market IncCL A NEW904$3.44 萬<0.1%+21+2.4%加碼歷史
VTRSViatris IncStock3,929$3.42 萬<0.1%+59+1.5%加碼歷史
SNEXStoneX Group Inc.COM447$3.41 萬<0.1%+182+68.7%加碼歷史
OGEOGE Energy Corp.COM742$3.41 萬<0.1%+248+50.2%加碼歷史
EATBrinker International, IncStock228$3.40 萬<0.1%+14+6.5%加碼歷史
BRXBrixmor Property Group Inc.COM1,278$3.39 萬<0.1%−4,633−78.4%減碼歷史
TPHTri Pointe Homes, Inc.COM1,057$3.37 萬<0.1%+140+15.3%加碼歷史
HIWHighwoods Properties, Inc.COM1,136$3.37 萬<0.1%−1,836−61.8%減碼歷史
SPXCSPX Technologies, Inc.COM261$3.36 萬<0.1%+16+6.5%加碼歷史
PCORProcore Technologies, Inc.COM508$3.35 萬<0.1%+317+166.0%加碼歷史
ITRIItron, Inc.COM320$3.35 萬<0.1%+33+11.5%加碼歷史
WDSWoodside Energy Group LtdADR2,312$3.35 萬<0.1%+412+21.7%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM731$3.33 萬<0.1%+442+152.9%加碼歷史
EEFTEuronet Worldwide, Inc.COM312$3.33 萬<0.1%+155+98.7%加碼歷史
STRAStrategic Education, Inc.COM397$3.33 萬<0.1%+114+40.3%加碼歷史
ITTItt Inc.COM258$3.33 萬<0.1%−1,021−79.8%減碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$3.30 萬<0.1%00.0%不變歷史
NMIHNMI Holdings, Inc.COM914$3.29 萬<0.1%+76+9.1%加碼歷史
BMIBadger Meter IncCOM173$3.29 萬<0.1%+31+21.8%加碼歷史
DTDynatrace, Inc.Stock698$3.29 萬<0.1%+491+237.2%加碼歷史
ProShares Tr74347R776ULTRA MATERIALS1,400$3.28 萬<0.1%+1,400新進–
MODModine Manufacturing CoCOM426$3.27 萬<0.1%+49+13.0%加碼歷史
FIXComfort Systems USA IncCOM101$3.26 萬<0.1%+20+24.7%加碼歷史
iShares Tr46429B7470-5 YR TIPS ETF313$3.24 萬<0.1%−1,544−83.1%減碼–
FYBRFrontier Communications Parent, Inc.COM902$3.23 萬<0.1%+353+64.3%加碼歷史
GDSGDS Holdings LtdSPONSORED ADS1,275$3.23 萬<0.1%+89+7.5%加碼歷史
QDELQuidelOrtho CorpCOM921$3.22 萬<0.1%+478+107.9%加碼歷史
GRCGorman Rupp CoCOM917$3.22 萬<0.1%−15−1.6%減碼歷史
MKZRMacKenzie Realty Capital, Inc.COM21,446$3.22 萬<0.1%00.0%不變歷史
ACAArcosa, Inc.COM417$3.22 萬<0.1%+65+18.5%加碼歷史
CVSACovista Inc.COM319$3.21 萬<0.1%+28+9.6%加碼歷史
QGENQiagen N.V.COMMON STOCK796$3.20 萬<0.1%+796新進歷史
SMBKSmartfinancial Inc.COM NEW1,027$3.19 萬<0.1%+23+2.3%加碼歷史
LNTAlliant Energy CorpStock494$3.18 萬<0.1%+56+12.8%加碼歷史
BGBunge Global SACOM SHS416$3.18 萬<0.1%+168+67.7%加碼歷史
RDNRadian Group IncCOM959$3.17 萬<0.1%−61−6.0%減碼歷史
BWABorgwarner IncCOM1,105$3.17 萬<0.1%+487+78.8%加碼歷史
MCWMister Car Wash, Inc.COM4,011$3.16 萬<0.1%+1,206+43.0%加碼歷史
FLUTFlutter Entertainment plcSHS142$3.15 萬<0.1%+117+468.0%加碼歷史
KFYKorn FerryCOM NEW464$3.15 萬<0.1%−30−6.1%減碼歷史
BEKEKE Holdings Inc.SPONSORED ADS1,555$3.12 萬<0.1%−238−13.3%減碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$3.12 萬<0.1%00.0%不變–
iShares Tr464288505MRGSTR SM CP ETF574$3.11 萬<0.1%00.0%不變–
ONLOrion Properties Inc.REIT14,449$3.09 萬<0.1%+13,232+1,087.3%加碼歷史
TCOMTrip.com Group LtdADS486$3.09 萬<0.1%−1,933−79.9%減碼歷史
IDCCInterDigital, Inc.COM149$3.08 萬<0.1%+30+25.2%加碼歷史
GFFGriffon CorpCOM430$3.07 萬<0.1%+80+22.9%加碼歷史
TDToronto Dominion BankStock511$3.06 萬<0.1%−468−47.8%減碼歷史
INSMINSMED IncCOM PAR $.01401$3.06 萬<0.1%+84+26.5%加碼歷史
MOG.AMoog Inc.CL A176$3.05 萬<0.1%−8−4.3%減碼歷史
UFPIUfp Industries IncCOM285$3.05 萬<0.1%+4+1.4%加碼歷史
LYFTLyft, Inc.CL A COM2,571$3.05 萬<0.1%+874+51.5%加碼歷史
FELEFranklin Electric Co IncCOM324$3.04 萬<0.1%+185+133.1%加碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS653$3.04 萬<0.1%+3+0.5%加碼歷史
BPOPPopular, Inc.COM NEW329$3.04 萬<0.1%+302+1,118.5%加碼歷史
ADCAgree Realty CorpCOM393$3.03 萬<0.1%+48+13.9%加碼歷史
AXSMAxsome Therapeutics, Inc.COM259$3.02 萬<0.1%+81+45.5%加碼歷史
CADECadence BancorporationEQUITY US CM994$3.02 萬<0.1%+120+13.7%加碼歷史
EMNEastman Chemical CoStock340$3.00 萬<0.1%+104+44.1%加碼歷史
MRCYMercury Systems IncCOM695$2.99 萬<0.1%+35+5.3%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR1,202$2.99 萬<0.1%+397+49.3%加碼歷史
MNSOMINISO Group Holding LtdSPONSORED ADS1,615$2.99 萬<0.1%−3−0.2%減碼歷史
WWDWoodward, Inc.COM163$2.98 萬<0.1%+42+34.7%加碼歷史
FULFuller H B CoStock530$2.97 萬<0.1%+313+144.2%加碼歷史
TNLTravel & Leisure Co.COM641$2.97 萬<0.1%−45−6.6%減碼歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX549$2.97 萬<0.1%+549新進–
HTHTH World Group LtdSPONSORED ADS801$2.96 萬<0.1%+79+10.9%加碼歷史
CECelanese CorpStock521$2.96 萬<0.1%−225−30.2%減碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$2.96 萬<0.1%00.0%不變–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.96 萬<0.1%00.0%不變–
NVMINova Ltd.COM160$2.95 萬<0.1%+44+37.9%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP322$2.94 萬<0.1%+10+3.2%加碼歷史
AGIAlamos Gold IncStock1,097$2.93 萬<0.1%+594+118.1%加碼歷史
ALSumisho Air Lease CorpCL A607$2.93 萬<0.1%+169+38.6%加碼歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,227$2.93 萬<0.1%+1,227新進–
ICUIIcu Medical IncCOM210$2.92 萬<0.1%+103+96.3%加碼歷史
Franklin Templeton ETF Tr35473P819FTSE CHINA1,365$2.92 萬<0.1%+1,365新進–
CIGIColliers International Group Inc.SUB VTG SHS240$2.91 萬<0.1%+16+7.1%加碼歷史
REALTheRealReal, Inc.COM5,370$2.89 萬<0.1%+5,331+13,669.2%加碼歷史
KNSLKinsale Capital Group, Inc.Stock59$2.87 萬<0.1%−443−88.2%減碼歷史
WNSWNS (Holdings) LtdCOM SHS467$2.87 萬<0.1%−1−0.2%減碼歷史
iShares Tr464288109MORNINGSTAR VALU352$2.87 萬<0.1%+352新進–
CMBTCmb.tech NVSHS3,154$2.86 萬<0.1%+1,154+57.7%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