跳到主要內容
Livermore
Livermore
中文EN

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
SSentinelOne, Inc.CL A665$1.21 萬<0.1%+280+72.7%加碼歷史
COTYCoty Inc.COM CL A2,209$1.21 萬<0.1%+1,262+133.3%加碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR676$1.21 萬<0.1%−32−4.5%減碼歷史
KWKennedy-Wilson Holdings, Inc.COM1,390$1.21 萬<0.1%+54+4.0%加碼歷史
PRCTPROCEPT BioRobotics CorpCOM207$1.21 萬<0.1%+188+989.5%加碼歷史
HMNHorace Mann Educators CorpCOM282$1.20 萬<0.1%+4+1.4%加碼歷史
Flexshares Tr33939L779DISCP DUR MBS583$1.20 萬<0.1%−617−51.4%減碼–
WTSWatts Water Technologies IncCL A59$1.20 萬<0.1%+23+63.9%加碼歷史
EPMEvolution Petroleum CorpCOM2,316$1.20 萬<0.1%+1,846+392.8%加碼歷史
PLTKPlaytika Holding Corp.COM2,320$1.20 萬<0.1%+1,678+261.4%加碼歷史
JOEST JOE CoCOM255$1.20 萬<0.1%−833−76.6%減碼歷史
FRSHFreshworks Inc.Stock849$1.20 萬<0.1%+294+53.0%加碼歷史
PTENPatterson Uti Energy IncCOM1,450$1.19 萬<0.1%+374+34.8%加碼歷史
PJTPJT Partners Inc.COM CL A86$1.19 萬<0.1%+10+13.2%加碼歷史
OCOwens CorningStock83$1.19 萬<0.1%−40−32.5%減碼歷史
AMKRAmkor Technology, Inc.COM656$1.18 萬<0.1%−58−8.1%減碼歷史
FTREFortrea Holdings Inc.COMMON STOCK1,568$1.18 萬<0.1%+362+30.0%加碼歷史
ANDEAndersons, Inc.COM273$1.17 萬<0.1%−2,593−90.5%減碼歷史
POWIPower Integrations IncCOM232$1.17 萬<0.1%+97+71.9%加碼歷史
KYMRKymera Therapeutics, Inc.COM428$1.17 萬<0.1%+402+1,546.2%加碼歷史
CZRCaesars Entertainment, Inc.COM467$1.17 萬<0.1%+9+2.0%加碼歷史
HAFCHanmi Financial CorpCOM NEW514$1.16 萬<0.1%−73−12.4%減碼歷史
STRSitio Royalties Corp.CLASS A COM584$1.16 萬<0.1%+430+279.2%加碼歷史
FTDRFrontdoor, Inc.COM302$1.16 萬<0.1%−125−29.3%減碼歷史
SNNRFSunrise Communications AGADS CL A240$1.16 萬<0.1%−193−44.6%減碼歷史
CELHCelsius Holdings, Inc.COM NEW325$1.16 萬<0.1%+240+282.4%加碼歷史
PSNParsons CorpCOM195$1.15 萬<0.1%+92+89.3%加碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK532$1.15 萬<0.1%+43+8.8%加碼歷史
MMSIMerit Medical Systems IncCOM109$1.15 萬<0.1%+15+16.0%加碼歷史
SFNCSimmons First National CorpCL A $1 PAR559$1.15 萬<0.1%+100+21.8%加碼歷史
URBNUrban Outfitters IncCOM219$1.15 萬<0.1%+50+29.6%加碼歷史
HCMHUTCHMED (China) LtdSPONSORED ADS763$1.15 萬<0.1%+221+40.8%加碼歷史
ACHAccendra Health IncStock1,270$1.15 萬<0.1%+1,270新進歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS1,309$1.15 萬<0.1%+1,282+4,748.1%加碼歷史
BANCBanc of California, Inc.COM807$1.15 萬<0.1%+182+29.1%加碼歷史
CDECoeur Mining, Inc.COM NEW1,933$1.14 萬<0.1%+1,608+494.8%加碼歷史
DIODDiodes IncCOM265$1.14 萬<0.1%+93+54.1%加碼歷史
LAZLazard, Inc.COM264$1.14 萬<0.1%+92+53.5%加碼歷史
Fidelity Covington Trust31609A404ENHANCED INTL384$1.14 萬<0.1%+384新進–
AINAlbany International CorpCL A165$1.14 萬<0.1%+72+77.4%加碼歷史
EVHEvolent Health, Inc.CL A1,201$1.14 萬<0.1%+676+128.8%加碼歷史
BTUPeabody Energy CorpCOM839$1.14 萬<0.1%+116+16.0%加碼歷史
ALLYAlly Financial Inc.Stock311$1.13 萬<0.1%+120+62.8%加碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.13 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.13 萬<0.1%00.0%不變–
ADMAAdma Biologics, Inc.COM565$1.12 萬<0.1%+89+18.7%加碼歷史
RESRPC IncCOM2,038$1.12 萬<0.1%−83−3.9%減碼歷史
PLNTPlanet Fitness, Inc.CL A116$1.12 萬<0.1%+36+45.0%加碼歷史
TIMBTim S.A.SPONSORED ADR715$1.12 萬<0.1%−100−12.3%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A139$1.12 萬<0.1%−720−83.8%減碼歷史
KOSKosmos Energy Ltd.COM4,895$1.12 萬<0.1%+2,433+98.8%加碼歷史
UTZUtz Brands, Inc.COM CL A792$1.12 萬<0.1%+548+224.6%加碼歷史
LRNStride, Inc.COM88$1.11 萬<0.1%+34+63.0%加碼歷史
ANFAbercrombie & Fitch CoCL A145$1.11 萬<0.1%+21+16.9%加碼歷史
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$1.11 萬<0.1%−800−66.6%減碼–
RAMPLiveRamp Holdings, Inc.COM423$1.11 萬<0.1%+106+33.4%加碼歷史
VRNSVaronis Systems IncCOM273$1.10 萬<0.1%+211+340.3%加碼歷史
UVVUniversal CorpCOM197$1.10 萬<0.1%+49+33.1%加碼歷史
OISOil States International, IncCOM2,136$1.10 萬<0.1%+842+65.1%加碼歷史
RIGTransocean Ltd.REGISTERED SHS3,465$1.10 萬<0.1%+1,433+70.5%加碼歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.10 萬<0.1%00.0%不變歷史
SAGESage Therapeutics, Inc.COM1,378$1.10 萬<0.1%+1,377+137,700.0%加碼歷史
INVAInnoviva, Inc.COM603$1.09 萬<0.1%−25−4.0%減碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR216$1.09 萬<0.1%+10+4.9%加碼歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.09 萬<0.1%00.0%不變–
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C160$1.09 萬<0.1%+22+15.9%加碼歷史
VBTXVeritex Holdings, Inc.COM436$1.09 萬<0.1%+60+16.0%加碼歷史
KLGWK Kellogg CoCOM546$1.09 萬<0.1%−24−4.2%減碼歷史
TXTTextron IncCOM150$1.08 萬<0.1%+9+6.4%加碼歷史
HBIHanesbrands Inc.COM1,873$1.08 萬<0.1%−18−1.0%減碼歷史
HGTYHagerty, Inc.CL A COM1,194$1.08 萬<0.1%+179+17.6%加碼歷史
PLXSPlexus CorpCOM84$1.08 萬<0.1%−33−28.2%減碼歷史
ABMAbm Industries IncCOM227$1.07 萬<0.1%+77+51.3%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM68$1.07 萬<0.1%+35+106.1%加碼歷史
CWKCushman & Wakefield Ltd.SHS1,043$1.07 萬<0.1%−95−8.3%減碼歷史
CNKCinemark Holdings, Inc.COM428$1.07 萬<0.1%−11−2.5%減碼歷史
TMHCTaylor Morrison Home CorpCOM177$1.06 萬<0.1%+47+36.2%加碼歷史
PARPar Technology CorpCOM173$1.06 萬<0.1%+169+4,225.0%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF389$1.06 萬<0.1%−537−58.0%減碼–
IRDMIridium Communications Inc.COM387$1.06 萬<0.1%−96−19.9%減碼歷史
ORAOrmat Technologies, Inc.COM149$1.05 萬<0.1%+50+50.5%加碼歷史
IPGPIpg Photonics CorpCOM166$1.05 萬<0.1%+139+514.8%加碼歷史
MWAMueller Water Products, Inc.COM SER A412$1.05 萬<0.1%+93+29.2%加碼歷史
MCSMarcus CorpCOM627$1.05 萬<0.1%−92−12.8%減碼歷史
ENPHEnphase Energy, Inc.Stock168$1.04 萬<0.1%+135+409.1%加碼歷史
SEMSelect Medical Holdings CorpCOM624$1.04 萬<0.1%+90+16.9%加碼歷史
SRRKScholar Rock Holding CorpCOM323$1.04 萬<0.1%−8−2.4%減碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS3,629$1.04 萬<0.1%+3,629新進歷史
AAAUGoldman Sachs Physical Gold ETFUNIT336$1.04 萬<0.1%−57,584−99.4%減碼歷史
AMNAmn Healthcare Services IncCOM424$1.04 萬<0.1%+277+188.4%加碼歷史
INDBIndependent Bank CorpCOM165$1.03 萬<0.1%+40+32.0%加碼歷史
PDMPiedmont Realty Trust, Inc.COM CL A1,400$1.03 萬<0.1%−112−7.4%減碼歷史
VKTXViking Therapeutics, Inc.COM427$1.03 萬<0.1%+354+484.9%加碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.03 萬<0.1%00.0%不變–
CBANColony Bankcorp IncCOM637$1.03 萬<0.1%+5+0.8%加碼歷史
CRSRCorsair Gaming, Inc.COM1,160$1.03 萬<0.1%+958+474.3%加碼歷史
HCCWarrior Met Coal, Inc.COM215$1.03 萬<0.1%−6−2.7%減碼歷史
BNTXBioNTech SESPONSORED ADS112$1.02 萬<0.1%+2+1.8%加碼歷史
PPBIPacific Premier Bancorp IncCOM480$1.02 萬<0.1%+145+43.3%加碼歷史
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA557$1.02 萬<0.1%+557新進–

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