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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
Global X FDS37954Y715RBTCS ARTFL INTE1,002$2.85 萬<0.1%−221−18.1%減碼–
PEGAPegasystems IncCOM410$2.85 萬<0.1%+87+26.9%加碼歷史
WALWestern Alliance BancorporationCOM368$2.83 萬<0.1%+43+13.2%加碼歷史
IRTCiRhythm Holdings, Inc.COM269$2.82 萬<0.1%+85+46.2%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.82 萬<0.1%00.0%不變歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.81 萬<0.1%00.0%不變歷史
Fidelity MSCI Information Technology Index ETF316092808ETF174$2.81 萬<0.1%−731−80.8%減碼–
DKSDick's Sporting Goods, Inc.Stock139$2.80 萬<0.1%+64+85.3%加碼歷史
ACADAcadia Pharmaceuticals IncCOM1,685$2.80 萬<0.1%+815+93.7%加碼歷史
FRFirst Industrial Realty Trust IncCOM518$2.80 萬<0.1%+397+328.1%加碼歷史
IVTInvenTrust Properties Corp.COM NEW951$2.79 萬<0.1%−4,182−81.5%減碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B700$2.78 萬<0.1%−49−6.5%減碼歷史
DAYDayforce, Inc.COM475$2.77 萬<0.1%+69+17.0%加碼歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$2.77 萬<0.1%00.0%不變–
Unified Ser Tr90470L444ONEASCENT INTL828$2.77 萬<0.1%+828新進–
TIGOMillicom International Cellular SACOM STK911$2.76 萬<0.1%+214+30.7%加碼歷史
JWNNordstrom IncStock1,126$2.75 萬<0.1%−5,174−82.1%減碼歷史
ACHCAcadia Healthcare Company, Inc.COM907$2.75 萬<0.1%+379+71.8%加碼歷史
TRUTransUnionCOM331$2.75 萬<0.1%+212+178.2%加碼歷史
HBMHudbay Minerals Inc.COM3,614$2.74 萬<0.1%−242−6.3%減碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ480$2.74 萬<0.1%+1+0.2%加碼–
LABStandard Biotools Inc.COM25,348$2.74 萬<0.1%+1,537+6.5%加碼歷史
BCBrunswick CorpCOM508$2.74 萬<0.1%+315+163.2%加碼歷史
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$2.73 萬<0.1%+1,219新進–
COHRCoherent Corp.COM420$2.73 萬<0.1%+210+100.0%加碼歷史
MGEEMge Energy IncCOM292$2.71 萬<0.1%+72+32.7%加碼歷史
MDUMdu Resources Group IncStock1,604$2.71 萬<0.1%+365+29.5%加碼歷史
CARAvis Budget Group, Inc.COM357$2.71 萬<0.1%+6+1.7%加碼歷史
APLSApellis Pharmaceuticals, Inc.COM1,238$2.71 萬<0.1%+452+57.5%加碼歷史
NWSNews CorpCL B891$2.71 萬<0.1%+331+59.1%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,362$2.70 萬<0.1%+329+31.8%加碼歷史
BZKanzhun LtdSPONSORED ADS1,408$2.70 萬<0.1%+956+211.5%加碼歷史
NTESNetEase, Inc.SPONSORED ADS262$2.70 萬<0.1%+10+4.0%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF1,029$2.70 萬<0.1%00.0%不變–
NEOGNeogen CorpCOM3,103$2.69 萬<0.1%+1,575+103.1%加碼歷史
DLTRDollar Tree, Inc.COM358$2.69 萬<0.1%+235+191.1%加碼歷史
GRABGrab Holdings LtdCLASS A ORD5,931$2.69 萬<0.1%+1,624+37.7%加碼歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS825$2.68 萬<0.1%+825新進歷史
BENFranklin Templeton IncCOM1,392$2.68 萬<0.1%+664+91.2%加碼歷史
VVVValvoline IncCOM767$2.67 萬<0.1%+480+167.2%加碼歷史
GLNGGolar LNG LtdSHS699$2.66 萬<0.1%+118+20.3%加碼歷史
MTRXMatrix Service CoCOM2,130$2.65 萬<0.1%+81+4.0%加碼歷史
XPOXPO, Inc.COM246$2.65 萬<0.1%+9+3.8%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.64 萬<0.1%00.0%不變–
XRAYDentsply Sirona Inc.Stock1,765$2.64 萬<0.1%+585+49.6%加碼歷史
PHIPLDT Inc.SPONSORED ADR1,203$2.63 萬<0.1%−142−10.6%減碼歷史
LECOLincoln Electric Holdings IncCOM139$2.63 萬<0.1%+54+63.5%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM516$2.63 萬<0.1%+92+21.7%加碼歷史
HAYWHayward Holdings, Inc.COM1,886$2.63 萬<0.1%+696+58.5%加碼歷史
TGTXTG Therapeutics, Inc.COM664$2.62 萬<0.1%+264+66.0%加碼歷史
AVYAvery Dennison CorpCOM147$2.62 萬<0.1%+45+44.1%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW1,438$2.61 萬<0.1%+153+11.9%加碼歷史
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X420$2.61 萬<0.1%−15,035−97.3%減碼–
TSEMTower Semiconductor LtdSHS NEW731$2.61 萬<0.1%+62+9.3%加碼歷史
Innovator ETFs Trust45782C342US SML CP PWR ET843$2.60 萬<0.1%00.0%不變–
TXNMTXNM Energy IncCOM485$2.59 萬<0.1%−484−49.9%減碼歷史
PATHUiPath, Inc.Stock2,506$2.58 萬<0.1%−468−15.7%減碼歷史
GRFSGrifols SASP ADR REP B NVT3,615$2.57 萬<0.1%+503+16.2%加碼歷史
GATXGatx CorpCOM165$2.56 萬<0.1%+15+10.0%加碼歷史
BRCBrady CorpCL A362$2.56 萬<0.1%+62+20.7%加碼歷史
ALGMAllegro Microsystems, Inc.COM1,014$2.55 萬<0.1%+893+738.0%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS2,949$2.53 萬<0.1%−21,652−88.0%減碼歷史
NNINelnet IncCL A228$2.53 萬<0.1%+109+91.6%加碼歷史
FLSFlowserve CorpCOM518$2.53 萬<0.1%−397−43.4%減碼歷史
QSRRestaurant Brands International Inc.COM379$2.53 萬<0.1%+143+60.6%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF498$2.52 萬<0.1%−1,332−72.8%減碼–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW779$2.52 萬<0.1%+779新進–
XYZBlock, Inc.CL A464$2.52 萬<0.1%−56−10.8%減碼歷史
WTMWhite Mountains Insurance Group LtdCOM13$2.50 萬<0.1%+3+30.0%加碼歷史
SKYWSkywest IncCOM286$2.50 萬<0.1%+6+2.1%加碼歷史
RVTRoyce Small-Cap Trust, Inc.COM1,750$2.49 萬<0.1%00.0%不變歷史
BOKFBok Financial CorpCOM NEW239$2.49 萬<0.1%+22+10.1%加碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF501$2.49 萬<0.1%+501新進–
AMGAffiliated Managers Group, Inc.Stock148$2.49 萬<0.1%+37+33.3%加碼歷史
Global X FDS37954Y673US INFR DEV ETF659$2.49 萬<0.1%−12,302−94.9%減碼–
PBProsperity Bancshares IncCOM348$2.48 萬<0.1%+48+16.0%加碼歷史
ARLPAlliance Resource Partners LPStock910$2.48 萬<0.1%+24+2.7%加碼歷史
NWLNewell Brands Inc.Stock3,988$2.47 萬<0.1%+599+17.7%加碼歷史
ERIEErie Indemnity CoCL A59$2.47 萬<0.1%+29+96.7%加碼歷史
JBGSJBG Smith PropertiesCOM1,532$2.47 萬<0.1%+345+29.1%加碼歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD251$2.47 萬<0.1%+251新進–
AXTAAxalta Coating Systems Ltd.COM743$2.46 萬<0.1%+146+24.5%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH679$2.45 萬<0.1%+87+14.7%加碼–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR527$2.45 萬<0.1%+527新進–
GFLGFL Environmental Inc.SUB VTG SHS508$2.45 萬<0.1%+174+52.1%加碼歷史
APTVAptiv PLCStock411$2.45 萬<0.1%+290+239.7%加碼歷史
GTMZoomInfo Technologies Inc.Stock2,438$2.44 萬<0.1%+2,259+1,262.0%加碼歷史
NICENICE Ltd.SPONSORED ADR158$2.44 萬<0.1%+33+26.4%加碼歷史
RNRRenaissancere Holdings LtdCOM101$2.42 萬<0.1%−7−6.5%減碼歷史
CROXCrocs, Inc.COM228$2.42 萬<0.1%+49+27.4%加碼歷史
LEGNLegend Biotech CorpSPONSORED ADS713$2.42 萬<0.1%+6+0.8%加碼歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$2.41 萬<0.1%00.0%不變–
Goldman Sachs ETF Tr381430602ACTIVEBETA US380$2.41 萬<0.1%+1+0.3%加碼–
WIXWix.com Ltd.SHS147$2.40 萬<0.1%−62−29.7%減碼歷史
JHXJames Hardie Industries plcSPONSORED ADR1,019$2.40 萬<0.1%−23−2.2%減碼歷史
ONONOn Holding AGStock545$2.39 萬<0.1%−15−2.7%減碼歷史
DBXDropbox, Inc.CL A894$2.39 萬<0.1%+29+3.4%加碼歷史
CAKECheesecake Factory IncCOM490$2.39 萬<0.1%+41+9.1%加碼歷史
OMFOneMain Holdings, Inc.COM488$2.39 萬<0.1%+180+58.4%加碼歷史
ECGEverus Construction Group, Inc.Stock643$2.38 萬<0.1%−213−24.9%減碼歷史

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