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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
WisdomTree Tr97717X701EUROPE HEDGED EQ407$1.93 萬<0.1%−125−23.5%減碼–
MTDRMatador Resources CoCOM376$1.92 萬<0.1%−116−23.6%減碼歷史
iShares Tr464287192US TRSPRTION300$1.92 萬<0.1%+300新進–
WYNNWynn Resorts LtdCOM230$1.92 萬<0.1%+39+20.4%加碼歷史
PRGOPERRIGO Co plcSHS684$1.92 萬<0.1%+18+2.7%加碼歷史
HRIHerc Holdings IncCOM142$1.91 萬<0.1%−23−13.9%減碼歷史
MPMP Materials Corp.COM CL A781$1.91 萬<0.1%+270+52.8%加碼歷史
MACMacerich CoCOM1,110$1.91 萬<0.1%+498+81.4%加碼歷史
OSCROscar Health, Inc.CL A1,453$1.90 萬<0.1%+410+39.3%加碼歷史
REYNReynolds Consumer Products Inc.COM798$1.90 萬<0.1%−90−10.1%減碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.90 萬<0.1%00.0%不變–
Golden Ocean Group LtdG39637205SHS NEW2,378$1.90 萬<0.1%+91+4.0%加碼–
TMDXTransMedics Group, Inc.COM282$1.90 萬<0.1%+169+149.6%加碼歷史
MTArcelorMittalNY REGISTRY SH657$1.90 萬<0.1%+126+23.7%加碼歷史
CRCCalifornia Resources CorpCOM STOCK431$1.90 萬<0.1%+128+42.2%加碼歷史
EXKEndeavour Silver CorpCOM4,434$1.89 萬<0.1%+59+1.3%加碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$1.89 萬<0.1%00.0%不變–
EXPEagle Materials IncCOM85$1.89 萬<0.1%−8−8.6%減碼歷史
ZDZiff Davis, Inc.COM502$1.89 萬<0.1%+322+178.9%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A943$1.89 萬<0.1%−202−17.6%減碼歷史
CSANYCosan S.A.ADS3,602$1.88 萬<0.1%+3,081+591.4%加碼歷史
SEI Exchange Traded Funds81589A205QIM US LARGE CAP521$1.88 萬<0.1%−13−2.4%減碼–
iShares Tr464287390LATN AMER 40 ETF796$1.87 萬<0.1%+796新進–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.87 萬<0.1%00.0%不變–
BECNQxo Building Products, Inc.COM151$1.87 萬<0.1%−10−6.2%減碼歷史
IXOrix CorpSPONSORED ADR894$1.87 萬<0.1%−96−9.7%減碼依 5 比 1 拆股換算歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,297$1.86 萬<0.1%−66−4.8%減碼歷史
ABCBAmeris BancorpCOM322$1.85 萬<0.1%−52−13.9%減碼歷史
MATXMatson, Inc.COM144$1.85 萬<0.1%+31+27.4%加碼歷史
JEFJefferies Financial Group Inc.COM344$1.84 萬<0.1%−2−0.6%減碼歷史
GMABGenmab A/SSPONSORED ADS940$1.84 萬<0.1%−317−25.2%減碼歷史
MCMoelis & CoCL A315$1.84 萬<0.1%+125+65.8%加碼歷史
NHCNational Healthcare CorpCOM198$1.84 萬<0.1%−5−2.5%減碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$1.83 萬<0.1%00.0%不變歷史
LXFRLuxfer Holdings PLCSHS1,541$1.83 萬<0.1%−85−5.2%減碼歷史
DHTDHT Holdings, Inc.SHS NEW1,738$1.82 萬<0.1%+964+124.5%加碼歷史
iShares Tr464287770U.S. FIN SVC ETF232$1.82 萬<0.1%00.0%不變–
SMLRSemler Scientific, Inc.COM500$1.81 萬<0.1%+499+49,900.0%加碼歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL557$1.81 萬<0.1%00.0%不變–
BAPCredicorp LtdCOM97$1.81 萬<0.1%+3+3.2%加碼歷史
WINGWingstop Inc.COM80$1.80 萬<0.1%−7−8.0%減碼歷史
SONSonoco Products CoCOM382$1.80 萬<0.1%+277+263.8%加碼歷史
ALSNAllison Transmission Holdings IncStock188$1.80 萬<0.1%+8+4.4%加碼歷史
KCKingsoft Cloud Holdings LtdADS1,252$1.80 萬<0.1%+502+66.9%加碼歷史
IPGInterpublic Group of Companies, Inc.COM660$1.79 萬<0.1%−584−46.9%減碼歷史
LBTYALiberty Global Ltd.COM CL A1,557$1.79 萬<0.1%+48+3.2%加碼歷史
RPAYRepay Holdings CorpCOM CL A3,216$1.79 萬<0.1%+2,310+255.0%加碼歷史
ProShares Tr74347R842PSHS ULTRUSS2000535$1.79 萬<0.1%−86,159−99.4%減碼–
IPARInterparfums IncCOM157$1.79 萬<0.1%+52+49.5%加碼歷史
SBRASabra Health Care REIT, Inc.REIT1,019$1.78 萬<0.1%+18+1.8%加碼歷史
CASYCaseys General Stores IncCOM41$1.78 萬<0.1%+5+13.9%加碼歷史
CCSCentury Communities, Inc.COM265$1.78 萬<0.1%+194+273.2%加碼歷史
FIBKFirst Interstate Bancsystem IncCOM619$1.77 萬<0.1%+187+43.3%加碼歷史
AEISAdvanced Energy Industries IncCOM186$1.77 萬<0.1%+113+154.8%加碼歷史
DANDANA IncCOM1,325$1.77 萬<0.1%+1,325新進歷史
TEMTempus AI, Inc.CL A366$1.77 萬<0.1%+340+1,307.7%加碼歷史
OFGOfg BancorpCOM438$1.75 萬<0.1%+173+65.3%加碼歷史
Global X FDS37954Y293GLB X MLP ENRG I274$1.75 萬<0.1%+175+176.8%加碼–
DACDanaos CorpSHS224$1.75 萬<0.1%−10−4.3%減碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$1.75 萬<0.1%00.0%不變歷史
TACTransalta CorpCOM1,866$1.74 萬<0.1%−314−14.4%減碼歷史
TDSTelephone & Data Systems IncCOM NEW450$1.74 萬<0.1%+37+9.0%加碼歷史
FGF&G Annuities & Life, Inc.COMMON STOCK483$1.74 萬<0.1%+21+4.5%加碼歷史
GBXGreenbrier Companies IncStock339$1.74 萬<0.1%−6−1.7%減碼歷史
iShares Tr46435G433MSCI USA SMCP MN419$1.74 萬<0.1%−932−69.0%減碼–
CNRCore Natural Resources, Inc.COM SHS225$1.73 萬<0.1%−18−7.4%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM85$1.73 萬<0.1%−72−45.9%減碼歷史
MARAMARA Holdings, Inc.COM1,506$1.73 萬<0.1%−133,362−98.9%減碼歷史
TOLToll Brothers, Inc.COM164$1.73 萬<0.1%+80+95.2%加碼歷史
PSMTPricesmart IncCOM197$1.73 萬<0.1%+98+99.0%加碼歷史
KOPNKopin CorpCOM18,500$1.72 萬<0.1%−5,952−24.3%減碼歷史
BCOBrinks CoCOM200$1.72 萬<0.1%+96+92.3%加碼歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I280$1.72 萬<0.1%+1+0.4%加碼–
APPFAppfolio IncCOM CL A78$1.72 萬<0.1%−144−64.9%減碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG614$1.71 萬<0.1%+109+21.6%加碼歷史
RGRSturm Ruger & Co IncStock436$1.71 萬<0.1%+178+69.0%加碼歷史
MIRMMirum Pharmaceuticals, Inc.COM380$1.71 萬<0.1%+15+4.1%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM585$1.71 萬<0.1%+63+12.1%加碼歷史
iShares Inc464286608MSCI EURZONE ETF321$1.71 萬<0.1%−1−0.3%減碼–
VRNTVerint Systems IncCOM957$1.71 萬<0.1%+698+269.5%加碼歷史
VETVermilion Energy Inc.COM2,108$1.71 萬<0.1%+158+8.1%加碼歷史
EPAMEPAM Systems, Inc.COM101$1.71 萬<0.1%−13−11.4%減碼歷史
MHOM/I Homes, Inc.COM149$1.70 萬<0.1%+137+1,141.7%加碼歷史
NXTNextpower Inc.Stock403$1.70 萬<0.1%+72+21.8%加碼歷史
CFFNCapitol Federal Financial, Inc.COM3,031$1.70 萬<0.1%−55−1.8%減碼歷史
iShares Tr464288844US OIL EQ&SV ETF870$1.70 萬<0.1%00.0%不變–
HUBGHub Group, Inc.CL A455$1.69 萬<0.1%−62−12.0%減碼歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$1.69 萬<0.1%00.0%不變–
FORMFormfactor IncCOM597$1.69 萬<0.1%+517+646.3%加碼歷史
HEHawaiian Electric Industries IncCOM1,542$1.69 萬<0.1%+565+57.8%加碼歷史
BHFBrighthouse Financial, Inc.COM291$1.69 萬<0.1%−170−36.9%減碼歷史
Fidelity Covington Trust316092824LOW VOLITY ETF278$1.69 萬<0.1%+278新進–
BPMCBlueprint Medicines CorpCOM190$1.68 萬<0.1%+28+17.3%加碼歷史
MTHMeritage Homes CORPCOM237$1.68 萬<0.1%+21+9.7%加碼依 2 比 1 拆股換算歷史
PTCTPTC Therapeutics, Inc.COM329$1.68 萬<0.1%+221+204.6%加碼歷史
FIVEFive Below, IncCOM223$1.67 萬<0.1%−354−61.4%減碼歷史
TTMITTM Technologies IncCOM814$1.67 萬<0.1%+94+13.1%加碼歷史
ARRArmour Residential REIT, Inc.COM SHS976$1.67 萬<0.1%+763+358.2%加碼歷史
ALVOAlvotechORDINARY SHARES1,706$1.65 萬<0.1%+316+22.7%加碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR1,060$1.65 萬<0.1%+822+345.4%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