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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
RDYDr Reddys Laboratories LtdADR1,806$2.38 萬<0.1%−57−3.1%減碼歷史
GNWGenworth Financial IncCOM SHS3,355$2.38 萬<0.1%+222+7.1%加碼歷史
OLNOLIN CorpStock981$2.38 萬<0.1%+363+58.7%加碼歷史
UCBUnited Community Banks IncCOM845$2.38 萬<0.1%+93+12.4%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.37 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF249$2.37 萬<0.1%+3+1.2%加碼–
TMETencent Music Entertainment GroupSPON ADS1,642$2.37 萬<0.1%−162−9.0%減碼歷史
NUNu Holdings Ltd.ORD SHS CL A2,304$2.36 萬<0.1%+1,078+87.9%加碼歷史
PENPenumbra IncCOM88$2.35 萬<0.1%+31+54.4%加碼歷史
Global X FDS37954Y343GLBL X MLP ETF442$2.35 萬<0.1%00.0%不變–
MMSMaximus, Inc.COM345$2.35 萬<0.1%+116+50.7%加碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.34 萬<0.1%00.0%不變歷史
PBFPBF Energy Inc.CL A1,226$2.34 萬<0.1%−1,237−50.2%減碼歷史
CALMCal-Maine Foods IncCOM NEW257$2.34 萬<0.1%−2−0.8%減碼歷史
ACIWAci Worldwide, Inc.Stock425$2.33 萬<0.1%+95+28.8%加碼歷史
PHINPhinia Inc.COMMON STOCK544$2.31 萬<0.1%+7+1.3%加碼歷史
SLVMSylvamo CorpCOMMON STOCK344$2.31 萬<0.1%−97−22.0%減碼歷史
MCYMercury General CorpCOM411$2.30 萬<0.1%−3−0.7%減碼歷史
Clearway Energy, Inc.18539C105CL A807$2.30 萬<0.1%+35+4.5%加碼–
LILi Auto Inc.SPONSORED ADS910$2.29 萬<0.1%+145+19.0%加碼歷史
HRBH&R Block IncCOM417$2.29 萬<0.1%+142+51.6%加碼歷史
GFIGold Fields LtdSPONSORED ADR1,035$2.29 萬<0.1%+203+24.4%加碼歷史
ONTOOnto Innovation Inc.COM188$2.28 萬<0.1%+123+189.2%加碼歷史
NPOEnpro Inc.COM141$2.28 萬<0.1%+30+27.0%加碼歷史
AAAlcoa CorpStock745$2.27 萬<0.1%+427+134.3%加碼歷史
GTGoodyear Tire & Rubber CoCOM2,454$2.27 萬<0.1%+1,070+77.3%加碼歷史
RELYRemitly Global, Inc.COM1,087$2.26 萬<0.1%−59−5.1%減碼歷史
GTLBGitlab Inc.CLASS A COM479$2.25 萬<0.1%−43−8.2%減碼歷史
MGAMagna International IncCOM661$2.25 萬<0.1%+380+135.2%加碼歷史
XMTRXometry, Inc.CLASS A COM900$2.24 萬<0.1%+20+2.3%加碼歷史
VNETVNET Group, Inc.SPONSORED ADS A2,731$2.24 萬<0.1%−355−11.5%減碼歷史
HSICHenry Schein IncCOM326$2.23 萬<0.1%+193+145.1%加碼歷史
DOCSDoximity, Inc.CL A384$2.23 萬<0.1%+72+23.1%加碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM395$2.23 萬<0.1%+395新進–
PBIPitney Bowes IncCOM2,457$2.22 萬<0.1%+349+16.6%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$2.20 萬<0.1%00.0%不變–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR1,488$2.20 萬<0.1%−504−25.3%減碼歷史
RMBSRambus IncCOM424$2.20 萬<0.1%−3,671−89.6%減碼歷史
CNOCNO Financial Group, Inc.COM527$2.19 萬<0.1%+58+12.4%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A605$2.19 萬<0.1%−76−11.2%減碼歷史
WMGWarner Music Group Corp.COM CL A698$2.19 萬<0.1%+292+71.9%加碼歷史
FCPTFour Corners Property Trust, Inc.COM760$2.18 萬<0.1%−406−34.8%減碼歷史
BKUBankUnited, Inc.COM633$2.18 萬<0.1%−7−1.1%減碼歷史
LSCCLattice Semiconductor CorpCOM415$2.18 萬<0.1%−1,699−80.4%減碼歷史
MDBMongoDB, Inc.CL A124$2.17 萬<0.1%−15−10.8%減碼歷史
ROIVRoivant Sciences Ltd.SHS2,150$2.17 萬<0.1%+715+49.8%加碼歷史
WERNWerner Enterprises IncCOM740$2.17 萬<0.1%+371+100.5%加碼歷史
ENOVEnovis CORPCOM564$2.15 萬<0.1%+492+683.3%加碼歷史
TXG10x Genomics, Inc.CL A COM2,465$2.15 萬<0.1%+2,291+1,316.7%加碼歷史
AZEKAZEK Co Inc.CL A440$2.15 萬<0.1%+264+150.0%加碼歷史
PRGSProgress Software CorpCOM417$2.15 萬<0.1%+200+92.2%加碼歷史
VALValaris LtdCL A545$2.14 萬<0.1%+116+27.0%加碼歷史
ORNOrion Group Holdings IncCOM4,089$2.14 萬<0.1%+37+0.9%加碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.13 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT339$2.13 萬<0.1%00.0%不變–
IRTIndependence Realty Trust, Inc.COM1,003$2.13 萬<0.1%+42+4.4%加碼歷史
ACTEnact Holdings, Inc.COM612$2.13 萬<0.1%+343+127.5%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR2,887$2.12 萬<0.1%+443+18.1%加碼歷史
CMRECostamare Inc.SHS2,154$2.12 萬<0.1%−171−7.4%減碼歷史
AGMFederal Agricultural Mortgage CorpCL C112$2.10 萬<0.1%+6+5.7%加碼歷史
MLRMiller Industries IncCOM NEW495$2.10 萬<0.1%+16+3.3%加碼歷史
SNAPSnap IncStock2,404$2.09 萬<0.1%+295+14.0%加碼歷史
SLABSilicon Laboratories Inc.Stock186$2.09 萬<0.1%+157+541.4%加碼歷史
LSTRLandstar System IncCOM139$2.09 萬<0.1%−66−32.2%減碼歷史
PAGPenske Automotive Group, Inc.COM145$2.09 萬<0.1%+27+22.9%加碼歷史
POSTPost Holdings, Inc.COM179$2.08 萬<0.1%+57+46.7%加碼歷史
EPRTEssential Properties Realty Trust, Inc.COM637$2.08 萬<0.1%+72+12.7%加碼歷史
WPPWPP plcADR546$2.07 萬<0.1%−315−36.6%減碼歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE195$2.07 萬<0.1%+195新進–
MNDYmonday.com Ltd.SHS85$2.07 萬<0.1%−41−32.5%減碼歷史
FAFFirst American Financial CorpStock315$2.07 萬<0.1%+135+75.0%加碼歷史
ZZillow Group, Inc.CL C CAP STK301$2.06 萬<0.1%+87+40.7%加碼歷史
CBZCBIZ, Inc.COM272$2.06 萬<0.1%+28+11.5%加碼歷史
HOPEHope Bancorp IncCOM1,955$2.05 萬<0.1%+180+10.1%加碼歷史
CRTOCriteo S.A.SPONS ADS577$2.04 萬<0.1%+81+16.3%加碼歷史
UDRUDR, Inc.COM452$2.04 萬<0.1%+151+50.2%加碼歷史
Franklin Templeton ETF Tr35473P686FTSE TAIWAN470$2.03 萬<0.1%+470新進–
ITGRInteger Holdings CorpCOM172$2.03 萬<0.1%+105+156.7%加碼歷史
EXLSExlService Holdings, Inc.COM427$2.02 萬<0.1%+47+12.4%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,052$2.01 萬<0.1%−2−0.2%減碼歷史
Motley Fool Small-Cap Growth ETF74933W874ETF620$2.01 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$2.01 萬<0.1%00.0%不變–
CRICarters IncCOM491$2.01 萬<0.1%−40−7.5%減碼歷史
MURMurphy Oil CorpCOM707$2.01 萬<0.1%+172+32.1%加碼歷史
CCJCameco CorpStock487$2.00 萬<0.1%−2,685−84.6%減碼歷史
FOXAFox CorpCL A COM354$2.00 萬<0.1%−311−46.8%減碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG697$2.00 萬<0.1%+264+61.0%加碼–
BROSDutch Bros Inc.CL A323$1.99 萬<0.1%+235+267.0%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH973$1.99 萬<0.1%+27+2.9%加碼–
ECHOEchoStar CORPCL A775$1.98 萬<0.1%+59+8.2%加碼歷史
UNFIUnited Natural Foods IncCOM723$1.98 萬<0.1%+129+21.7%加碼歷史
iShares Tr464288356CALIF MUN BD ETF351$1.97 萬<0.1%+351新進–
Chiron Real Estate Inc.37954A204COM NEW2,247$1.97 萬<0.1%+132+6.2%加碼–
YALAYalla Group LtdADS3,732$1.95 萬<0.1%+119+3.3%加碼歷史
VIKViking Holdings LtdORD SHS489$1.94 萬<0.1%+11+2.3%加碼歷史
NWNNorthwest Natural Holding CoCOM455$1.94 萬<0.1%+94+26.0%加碼歷史
MSMMSC Industrial Direct Co IncCL A250$1.94 萬<0.1%+163+187.4%加碼歷史
GMEDGlobus Medical IncStock265$1.94 萬<0.1%+5+1.9%加碼歷史
VIAVViavi Solutions Inc.COM1,729$1.93 萬<0.1%−207−10.7%減碼歷史
AEOAmerican Eagle Outfitters IncCOM1,665$1.93 萬<0.1%+1,284+337.0%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