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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
KRGKite Realty Group TrustCOM NEW625$1.40 萬<0.1%+18+3.0%加碼歷史
QLYSQualys, Inc.COM111$1.40 萬<0.1%+67+152.3%加碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF273$1.40 萬<0.1%−4,517−94.3%減碼–
UMBFUmb Financial CorpCOM138$1.40 萬<0.1%+10+7.8%加碼歷史
RKTRocket Companies, Inc.Stock1,154$1.39 萬<0.1%−65−5.3%減碼歷史
BGRBlackRock Energy & Resources TrustCOM1,020$1.39 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072885US EQT ETF150$1.39 萬<0.1%−1,365−90.1%減碼–
RBCRBC Bearings INCCOM43$1.38 萬<0.1%+20+87.0%加碼歷史
GLBEGlobal-E Online Ltd.SHS388$1.38 萬<0.1%+46+13.5%加碼歷史
CVICVR Energy IncCOM713$1.38 萬<0.1%+11+1.6%加碼歷史
DGICADonegal Group IncCL A704$1.38 萬<0.1%−22−3.0%減碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME416$1.38 萬<0.1%00.0%不變–
WSFSWSFS Financial CorpCOM266$1.38 萬<0.1%+106+66.3%加碼歷史
LFUSLittelfuse IncCOM70$1.38 萬<0.1%+7+11.1%加碼歷史
PINCPremier, Inc.CL A713$1.37 萬<0.1%+32+4.7%加碼歷史
FERFerrovial N.V.ORD SHS306$1.37 萬<0.1%+246+410.0%加碼歷史
CTRECareTrust REIT, Inc.COM480$1.37 萬<0.1%−93−16.2%減碼歷史
FFINFirst Financial Bankshares IncCOM382$1.37 萬<0.1%+124+48.1%加碼歷史
HQYHealthequity, Inc.COM155$1.37 萬<0.1%+16+11.5%加碼歷史
HIHillenbrand, Inc.COM567$1.37 萬<0.1%+189+50.0%加碼歷史
PCTYPaylocity Holding CorpCOM73$1.37 萬<0.1%−198−73.1%減碼歷史
XPXP Inc.CL A988$1.36 萬<0.1%−251−20.3%減碼歷史
APOGApogee Enterprises, Inc.COM293$1.36 萬<0.1%+17+6.2%加碼歷史
OWLBlue Owl Capital Inc.COM CL A677$1.36 萬<0.1%+51+8.1%加碼歷史
COLDAmericold Realty TrustCOM631$1.35 萬<0.1%−5,237−89.2%減碼歷史
WFGWest Fraser Timber Co., LtdCOM176$1.35 萬<0.1%+41+30.4%加碼歷史
GOLFAcushnet Holdings Corp.COM197$1.35 萬<0.1%−17−7.9%減碼歷史
SEBSeaboard CorpCOM5$1.35 萬<0.1%+1+25.0%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM483$1.35 萬<0.1%+109+29.1%加碼歷史
FCNFti Consulting, IncCOM82$1.35 萬<0.1%−75−47.8%減碼歷史
MTZMastec IncCOM115$1.34 萬<0.1%−65−36.1%減碼歷史
OPLNOPENLANE, Inc.COM696$1.34 萬<0.1%+250+56.1%加碼歷史
CSWCSW Industrials, Inc.COM46$1.34 萬<0.1%+9+24.3%加碼歷史
WBWEIBO CorpSPONSORED ADR1,415$1.34 萬<0.1%−5−0.4%減碼歷史
BLCOBausch & Lomb CorpCOMMON SHARES924$1.34 萬<0.1%+513+124.8%加碼歷史
RRyder System IncCOM93$1.34 萬<0.1%−15−13.9%減碼歷史
SNDRSchneider National, Inc.CL B583$1.33 萬<0.1%+7+1.2%加碼歷史
AAONAaon, Inc.COM PAR $0.004170$1.33 萬<0.1%+21+14.1%加碼歷史
WMKWeis Markets IncCOM172$1.33 萬<0.1%+135+364.9%加碼歷史
MHKMohawk Industries IncCOM116$1.32 萬<0.1%+82+241.2%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A68$1.32 萬<0.1%+6+9.7%加碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,922$1.32 萬<0.1%−2−0.1%減碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS1,518$1.32 萬<0.1%−802−34.6%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS861$1.32 萬<0.1%−8,304−90.6%減碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,035$1.32 萬<0.1%−20,110−95.1%減碼歷史
ATRAptargroup, Inc.Stock89$1.32 萬<0.1%+1+1.1%加碼歷史
MGYMagnolia Oil & Gas CorpCL A522$1.32 萬<0.1%−11−2.1%減碼歷史
MDPediatrix Medical Group, Inc.COM907$1.31 萬<0.1%+224+32.8%加碼歷史
PIPRPiper Sandler CompaniesCOM53$1.31 萬<0.1%−322−85.9%減碼歷史
HHHHoward Hughes Holdings Inc.COM177$1.31 萬<0.1%+29+19.6%加碼歷史
PRPermian Resources CorpCLASS A COM946$1.31 萬<0.1%+677+251.7%加碼歷史
MIDDMIDDLEBY CorpCOM86$1.31 萬<0.1%+13+17.8%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR836$1.31 萬<0.1%−5−0.6%減碼歷史
HSTHost Hotels & Resorts, Inc.COM919$1.31 萬<0.1%+245+36.4%加碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US129$1.30 萬<0.1%00.0%不變–
SOBOSouth Bow CorpCOM510$1.30 萬<0.1%+53+11.6%加碼歷史
CVCOCavco Industries, Inc.COM25$1.30 萬<0.1%+9+56.3%加碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX161$1.30 萬<0.1%+97+151.6%加碼–
AWRAmerican States Water CoCOM165$1.30 萬<0.1%+59+55.7%加碼歷史
PNNTPennantpark Investment CorpCOM1,842$1.29 萬<0.1%00.0%不變歷史
CGNXCognex CorpCOM434$1.29 萬<0.1%+81+22.9%加碼歷史
FSMFortuna Mining Corp.Stock2,122$1.29 萬<0.1%−64−2.9%減碼歷史
ROGRogers CorpCOM191$1.29 萬<0.1%+174+1,023.5%加碼歷史
TALOTalos Energy Inc.COM1,324$1.29 萬<0.1%+1,221+1,185.4%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF132$1.29 萬<0.1%−13−9.0%減碼–
PIIPolaris Inc.Stock314$1.29 萬<0.1%+246+361.8%加碼歷史
BLKBBlackbaud IncCOM207$1.28 萬<0.1%+9+4.5%加碼歷史
LUMNLumen Technologies, Inc.Stock3,275$1.28 萬<0.1%+1,115+51.6%加碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD7,294$1.28 萬<0.1%−704−8.8%減碼歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$1.28 萬<0.1%00.0%不變–
USACUSA Compression Partners, LPCOMUNIT LTDPAR472$1.27 萬<0.1%+2+0.4%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A812$1.27 萬<0.1%+36+4.6%加碼歷史
SPNTSiriusPoint LtdCOM736$1.27 萬<0.1%+3+0.4%加碼歷史
PATKPatrick Industries IncCOM150$1.27 萬<0.1%+11+7.9%加碼歷史
REGRegency Centers CorpCOM171$1.26 萬<0.1%+103+151.5%加碼歷史
SXTSensient Technologies CorpCOM169$1.26 萬<0.1%+33+24.3%加碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT7,813$1.26 萬<0.1%+5,762+280.9%加碼歷史
VREVeris Residential, Inc.COM743$1.26 萬<0.1%+81+12.2%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF160$1.25 萬<0.1%+125+357.1%加碼–
WDFCWD 40 CoCOM51$1.24 萬<0.1%+20+64.5%加碼歷史
FBINFortune Brands Innovations, Inc.COM204$1.24 萬<0.1%+107+110.3%加碼歷史
PVHPVH Corp.COM192$1.24 萬<0.1%+7+3.8%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF190$1.24 萬<0.1%−1,650−89.7%減碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B868$1.23 萬<0.1%+55+6.8%加碼歷史
BDCBelden Inc.COM123$1.23 萬<0.1%+19+18.3%加碼歷史
LINELineage, Inc.COM210$1.23 萬<0.1%−35−14.3%減碼歷史
CNXCNX Resources CorpCOM390$1.23 萬<0.1%+156+66.7%加碼歷史
ALITAlight, Inc. / DelawareCOM CL A2,063$1.22 萬<0.1%+455+28.3%加碼歷史
SITMSITIME CorpCOM80$1.22 萬<0.1%+41+105.1%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF479$1.22 萬<0.1%−119−19.9%減碼–
SIISprott Inc.COM NEW272$1.22 萬<0.1%−44−13.9%減碼歷史
IONQIonQ, Inc.COM552$1.22 萬<0.1%+428+345.2%加碼歷史
AROCArchrock, Inc.COM463$1.21 萬<0.1%+60+14.9%加碼歷史
NOVTNovanta IncCOM95$1.21 萬<0.1%−40−29.6%減碼歷史
AMEDAmedisys IncCOM131$1.21 萬<0.1%+21+19.1%加碼歷史
FSVFirstService CorpCOM73$1.21 萬<0.1%+27+58.7%加碼歷史
SSRMSSR Mining Inc.Stock1,208$1.21 萬<0.1%+25+2.1%加碼歷史
MTCHMatch Group, Inc.COM388$1.21 萬<0.1%+246+173.2%加碼歷史
ATMUAtmus Filtration Technologies Inc.COM330$1.21 萬<0.1%−48−12.7%減碼歷史
INSPInspire Medical Systems, Inc.COM76$1.21 萬<0.1%+19+33.3%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