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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
LBRTLiberty Energy Inc.COM CL A1,041$1.65 萬<0.1%+9+0.9%加碼歷史
HOUSAnywhere Real Estate Inc.COM4,944$1.65 萬<0.1%+16+0.3%加碼歷史
VSHVishay Intertechnology IncCOM1,035$1.65 萬<0.1%+566+120.7%加碼歷史
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD570$1.65 萬<0.1%+570新進–
NJRNew Jersey Resources CorpStock335$1.64 萬<0.1%+201+150.0%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM181$1.64 萬<0.1%+96+112.9%加碼歷史
TRNOTerreno Realty CorpCOM258$1.63 萬<0.1%+226+706.3%加碼歷史
ROCKGibraltar Industries, Inc.COM278$1.63 萬<0.1%+55+24.7%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF528$1.63 萬<0.1%+299+130.6%加碼–
American Centy ETF Tr025072323AVAN US SMAL ETF336$1.63 萬<0.1%−329−49.5%減碼–
WFRDWeatherford International plcORD SHS303$1.62 萬<0.1%+114+60.3%加碼歷史
ASHAshland Inc.COM273$1.62 萬<0.1%+2+0.7%加碼歷史
AVTRAvantor, Inc.COM998$1.62 萬<0.1%−174−14.8%減碼歷史
INTAIntapp, Inc.COM277$1.62 萬<0.1%−12−4.2%減碼歷史
CLBKColumbia Financial, Inc.COM1,078$1.62 萬<0.1%+665+161.0%加碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM161$1.62 萬<0.1%+39+32.0%加碼歷史
CRSCarpenter Technology CorpCOM89$1.61 萬<0.1%−580−86.7%減碼歷史
CWTCalifornia Water Service GroupCOM332$1.61 萬<0.1%+3+0.9%加碼歷史
CBUCommunity Financial System, Inc.COM282$1.60 萬<0.1%+60+27.0%加碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.60 萬<0.1%00.0%不變歷史
CHWCalamos Global Dynamic Income FundCOM2,500$1.60 萬<0.1%−1,059−29.8%減碼歷史
ESGREnstar Group LTDSHS48$1.60 萬<0.1%+20+71.4%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$1.59 萬<0.1%−1−0.1%減碼歷史
CRCrane CoCOMMON STOCK103$1.58 萬<0.1%+31+43.1%加碼歷史
Capital Group International14021T102SHS607$1.58 萬<0.1%+607新進–
WSBCWesbanco IncCOM509$1.58 萬<0.1%+487+2,213.6%加碼歷史
CVBFCVB Financial CorpCOM852$1.57 萬<0.1%+216+34.0%加碼歷史
BFHBread Financial Holdings, Inc.COM313$1.57 萬<0.1%+60+23.7%加碼歷史
TALTAL Education GroupSPONSORED ADS1,186$1.57 萬<0.1%−3,687−75.7%減碼歷史
PCHPotlatchdeltic CorpCOM347$1.57 萬<0.1%+115+49.6%加碼歷史
PKPark Hotels & Resorts Inc.COM1,465$1.56 萬<0.1%+317+27.6%加碼歷史
FNFabrinetSHS79$1.56 萬<0.1%+41+107.9%加碼歷史
RRXRegal Rexnord CorpCOM137$1.56 萬<0.1%+40+41.2%加碼歷史
CWCurtiss Wright CorpStock49$1.55 萬<0.1%−209−81.0%減碼歷史
FHBFirst Hawaiian, Inc.COM636$1.55 萬<0.1%−12−1.9%減碼歷史
GGBGerdau S.A.SPON ADR REP PFD5,471$1.55 萬<0.1%+35+0.6%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL383$1.55 萬<0.1%−344−47.3%減碼–
iShares Tr46432F875MRNGSTR INC ETF769$1.54 萬<0.1%00.0%不變–
GRALGRAIL, Inc.COM604$1.54 萬<0.1%+326+117.3%加碼歷史
VMIValmont Industries IncCOM54$1.54 萬<0.1%+17+45.9%加碼歷史
FLRFluor CorpStock430$1.54 萬<0.1%+395+1,128.6%加碼歷史
RGTIRigetti Computing, Inc.COMMON STOCK1,943$1.54 萬<0.1%+98+5.3%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF490$1.54 萬<0.1%−24−4.7%減碼–
Tidal Trust I886364645SONICSHARES GBL584$1.54 萬<0.1%00.0%不變–
ENREnergizer Holdings, Inc.COM513$1.53 萬<0.1%+83+19.3%加碼歷史
TRINTrinity Capital Inc.COM1,011$1.53 萬<0.1%−257−20.3%減碼歷史
MRNAModerna, Inc.Stock540$1.53 萬<0.1%+365+208.6%加碼歷史
BCHBank of ChileSPONSORED ADS575$1.52 萬<0.1%−80−12.2%減碼歷史
STNGScorpio Tankers Inc.SHS405$1.52 萬<0.1%−574−58.6%減碼歷史
CBTCabot CorpCOM183$1.52 萬<0.1%−625−77.4%減碼歷史
BEBloom Energy CorpCOM CL A773$1.52 萬<0.1%+484+167.5%加碼歷史
VLYValley National BancorpCOM1,707$1.52 萬<0.1%+1,192+231.5%加碼歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.51 萬<0.1%00.0%不變歷史
ProShares Bitcoin ETF74347G440ETF825$1.51 萬<0.1%−482−36.9%減碼–
WGOWinnebago Industries IncCOM438$1.51 萬<0.1%+311+244.9%加碼歷史
ARAntero Resources CorpCOM373$1.51 萬<0.1%+229+159.0%加碼歷史
MEOHMethanex CorpCOM429$1.51 萬<0.1%00.0%不變歷史
SIGISelective Insurance Group IncCOM164$1.50 萬<0.1%−90−35.4%減碼歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK497$1.50 萬<0.1%+153+44.5%加碼歷史
WESTWestrock Coffee CoCOM2,078$1.50 萬<0.1%+665+47.1%加碼歷史
ABRArbor Realty Trust IncCOM1,276$1.50 萬<0.1%+171+15.5%加碼歷史
MSAMSA Safety IncCOM102$1.50 萬<0.1%+46+82.1%加碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.50 萬<0.1%00.0%不變歷史
GSLGlobal Ship Lease, Inc.COM CL A655$1.50 萬<0.1%+169+34.8%加碼歷史
STEPStepStone Group Inc.COM CL A286$1.49 萬<0.1%+249+673.0%加碼歷史
LXPLXP Industrial TrustCOM1,726$1.49 萬<0.1%+403+30.5%加碼歷史
SOHUSohu.com LtdSPONSORED ADS1,133$1.49 萬<0.1%−151−11.8%減碼歷史
SHOOSteven Madden, Ltd.COM560$1.49 萬<0.1%+382+214.6%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK83$1.49 萬<0.1%+26+45.6%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.48 萬<0.1%00.0%不變歷史
Schwab U.S. Small-Cap ETF808524607ETF633$1.48 萬<0.1%−4,665−88.1%減碼–
CVLTCommvault Systems IncCOM94$1.48 萬<0.1%+30+46.9%加碼歷史
RTORentokil Initial PLCSPONSORED ADR647$1.48 萬<0.1%+335+107.4%加碼歷史
PAASPan American Silver CorpStock573$1.48 萬<0.1%+246+75.2%加碼歷史
SMPLSimply Good Foods CoCOM429$1.48 萬<0.1%+39+10.0%加碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS159$1.48 萬<0.1%−5−3.0%減碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.48 萬<0.1%00.0%不變歷史
UGPUltrapar Holdings IncSP ADR REP COM4,786$1.47 萬<0.1%+591+14.1%加碼歷史
LPXLouisiana-Pacific CorpCOM160$1.47 萬<0.1%−30−15.8%減碼歷史
CPKChesapeake Utilities CorpCOM114$1.46 萬<0.1%+10+9.6%加碼歷史
JBLUJetBlue Airways CorpCOM3,033$1.46 萬<0.1%+541+21.7%加碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD456$1.46 萬<0.1%00.0%不變–
COLMColumbia Sportswear CoCOM192$1.45 萬<0.1%−16−7.7%減碼歷史
SIGSignet Jewelers LtdSHS250$1.45 萬<0.1%+121+93.8%加碼歷史
WHRWhirlpool CorpStock161$1.45 萬<0.1%−49−23.3%減碼歷史
MKTXMarketaxess Holdings IncCOM67$1.45 萬<0.1%+50+294.1%加碼歷史
TWSTTwist Bioscience CorpCOM364$1.43 萬<0.1%+291+398.6%加碼歷史
PACPacific Airport GroupSPON ADS B77$1.43 萬<0.1%+7+10.0%加碼歷史
ETF Ser Solutions26922A503VIDENTCORE EQ FD252$1.43 萬<0.1%+252新進–
FBPFirst BancorpCOM NEW744$1.43 萬<0.1%+137+22.6%加碼歷史
DNOWDNOW Inc.COM834$1.42 萬<0.1%+77+10.2%加碼歷史
VIRTVirtu Financial, Inc.CL A373$1.42 萬<0.1%+138+58.7%加碼歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF226$1.42 萬<0.1%+226新進–
CHXChampionX CorpCOM477$1.42 萬<0.1%+372+354.3%加碼歷史
DYDycom Industries IncCOM93$1.42 萬<0.1%−248−72.7%減碼歷史
AKRAcadia Realty TrustCOM SH BEN INT675$1.41 萬<0.1%+63+10.3%加碼歷史
SKTTanger Inc.COM417$1.41 萬<0.1%−198−32.2%減碼歷史
STAGSTAG Industrial, Inc.COM388$1.40 萬<0.1%+234+151.9%加碼歷史
IMAXImax CorpCOM531$1.40 萬<0.1%+95+21.8%加碼歷史
BKEBuckle IncCOM365$1.40 萬<0.1%+240+192.0%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