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
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.02 萬<0.1%00.0%不變歷史
FETForum Energy Technologies, Inc.COM506$1.02 萬<0.1%00.0%不變歷史
TFPMTriple Flag Precious Metals Corp.Stock530$1.01 萬<0.1%00.0%不變歷史
TCBITexas Capital Bancshares IncCOM135$1.01 萬<0.1%+121+864.3%加碼歷史
NWBINorthwest Bancshares, Inc.COM839$1.01 萬<0.1%+289+52.5%加碼歷史
MTRNMATERION CorpCOM123$1.00 萬<0.1%+33+36.7%加碼歷史
Unified Ser Tr90470L295ONEA ENH SMA ETF406$1.00 萬<0.1%+406新進–
NTBBank of N.T. Butterfield & Son LtdSHS NEW256$9,964<0.1%+117+84.2%加碼歷史
GPORGulfport Energy CorpCOMMON SHARES54$9,943<0.1%−18−25.0%減碼歷史
GFSGLOBALFOUNDRIES Inc.Stock269$9,929<0.1%+87+47.8%加碼歷史
KRYSKrystal Biotech, Inc.COM55$9,916<0.1%+32+139.1%加碼歷史
GBCIGlacier Bancorp, Inc.COM224$9,906<0.1%+67+42.7%加碼歷史
Goldman Sachs ETF Tr38149W788CMN301$9,904<0.1%00.0%不變–
Fidelity Covington Trust316092618ENHA HIGH YI ETF204$9,821<0.1%+3+1.5%加碼–
OTTROtter Tail CorpCOM122$9,805<0.1%+91+293.5%加碼歷史
HTOH2O AmericaCOM179$9,790<0.1%+94+110.6%加碼歷史
LADRLadder Capital CorpCL A858$9,790<0.1%−595−40.9%減碼歷史
SWXSouthwest Gas Holdings, Inc.COM136$9,766<0.1%+13+10.6%加碼歷史
KWRQuaker Chemical CorpCOM79$9,765<0.1%+64+426.7%加碼歷史
RDDTReddit, Inc.Stock93$9,761<0.1%−78−45.6%減碼歷史
NUSNu Skin Enterprises, Inc.CL A1,342$9,744<0.1%+750+126.7%加碼歷史
WisdomTree Tr97717W208US HIGH DIVIDEND98$9,718<0.1%+98新進–
MANUManchester United plcORD CL A741$9,700<0.1%−1,368−64.9%減碼歷史
KOPKoppers Holdings Inc.COM346$9,688<0.1%+182+111.0%加碼歷史
BBDBank BradescoSP ADR PFD NEW4,332$9,660<0.1%+4,101+1,775.3%加碼歷史
ASANAsana, Inc.CL A663$9,659<0.1%+618+1,373.3%加碼歷史
ENVAEnova International, Inc.COM100$9,656<0.1%+54+117.4%加碼歷史
HLHecla Mining CoCOM1,731$9,624<0.1%+358+26.1%加碼歷史
Fidelity MSCI Energy Index ETF316092402ETF376$9,605<0.1%+3+0.8%加碼–
PFGCPerformance Food Group CoCOM122$9,592<0.1%+28+29.8%加碼歷史
CENXCentury Aluminum CoCOM516$9,577<0.1%+66+14.7%加碼歷史
GEFGreif, IncCL A174$9,569<0.1%+44+33.8%加碼歷史
ACMAecomCOM103$9,550<0.1%+42+68.9%加碼歷史
WABCWestamerica BancorporationCOM188$9,519<0.1%+98+108.9%加碼歷史
ALVAutoliv IncCOM107$9,480<0.1%+87+435.0%加碼歷史
CWSTCasella Waste Systems IncCL A85$9,478<0.1%+48+129.7%加碼歷史
AUTLAutolus Therapeutics plcSPON ADS6,112$9,474<0.1%+6,112新進歷史
AIRAar CorpStock169$9,462<0.1%+24+16.6%加碼歷史
BCPCBalchem CorpCOM57$9,462<0.1%+11+23.9%加碼歷史
AATAmerican Assets Trust, Inc.COM470$9,459<0.1%−29−5.8%減碼歷史
GRBKGreen Brick Partners, Inc.COM162$9,446<0.1%+85+110.4%加碼歷史
VSTSVestis CorpCOM SHS954$9,445<0.1%+913+2,226.8%加碼歷史
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,439<0.1%00.0%不變歷史
JLSNuveen Mortgage & Income FundCOM500$9,385<0.1%00.0%不變歷史
TLNTalen Energy CorpCOM47$9,384<0.1%+32+213.3%加碼歷史
VVRInvesco Senior Income TrustCOM2,500$9,375<0.1%00.0%不變歷史
VanEck ETF Trust92189F429PREFERRED SECURT559$9,369<0.1%00.0%不變–
SCLStepan CoCOM170$9,356<0.1%+155+1,033.3%加碼歷史
MSBMesabi TrustCTF BEN INT345$9,308<0.1%00.0%不變歷史
American Centy ETF Tr025072182AVANTIS MODERAT160$9,269<0.1%+16+11.1%加碼–
Nushares ETF Tr67092P870NUVEEN ESG US415$9,207<0.1%00.0%不變–
PMTPennyMac Mortgage Investment TrustCOM628$9,200<0.1%+181+40.5%加碼歷史
IIPRInnovative Industrial Properties IncCOM170$9,195<0.1%+31+22.3%加碼歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN233$9,180<0.1%+192+468.3%加碼歷史
CFLTConfluent, Inc.CLASS A COM391$9,165<0.1%−406−50.9%減碼歷史
BLDQXO Insulation, LLCStock30$9,149<0.1%+10+50.0%加碼歷史
ACLSAxcelis Technologies IncStock184$9,140<0.1%+78+73.6%加碼歷史
VSATViasat IncCOM874$9,107<0.1%−422−32.6%減碼歷史
LZBLa-Z-Boy IncCOM231$9,030<0.1%+8+3.6%加碼歷史
WTFCWintrust Financial CorpCOM80$8,997<0.1%−10−11.1%減碼歷史
AAMIAcadian Asset Management Inc.COM347$8,973<0.1%+1+0.3%加碼歷史
CNMCore & Main, Inc.CL A185$8,937<0.1%+69+59.5%加碼歷史
CHCOCity Holding CoCOM76$8,928<0.1%+24+46.2%加碼歷史
SYNASYNAPTICS IncStock140$8,921<0.1%+105+300.0%加碼歷史
Two Harbors Investment Corp.90187B804COM667$8,911<0.1%+248+59.2%加碼–
NATLNCR Atleos CorpCOM SHS337$8,890<0.1%+43+14.6%加碼歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q254$8,883<0.1%00.0%不變–
Alps ETF Tr00162Q726BARRONS 400 ETF128$8,880<0.1%00.0%不變–
CCChemours CoStock656$8,876<0.1%+335+104.4%加碼歷史
FMBHFirst Mid Bancshares, Inc.COM254$8,865<0.1%+67+35.8%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,611$8,863<0.1%−424−20.8%減碼歷史
REZIResideo Technologies, Inc.Stock499$8,833<0.1%+34+7.3%加碼歷史
RVLVRevolve Group, Inc.CL A410$8,811<0.1%+58+16.5%加碼歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN497$8,787<0.1%−3−0.6%減碼–
COLLCollegium Pharmaceutical, IncCOM294$8,776<0.1%−20−6.4%減碼歷史
Summit Therapeutics Inc Com86627R102Stock453$8,738<0.1%+35+8.4%加碼–
GMEGameStop Corp.Stock391$8,727<0.1%+87+28.6%加碼歷史
ATROAstronics CorpCOM361$8,726<0.1%+104+40.5%加碼歷史
THSTreeHouse Foods, Inc.COM322$8,723<0.1%+299+1,300.0%加碼歷史
NHINational Health Investors IncCOM118$8,716<0.1%−62−34.4%減碼歷史
NVSTEnvista Holdings CorpCOM505$8,716<0.1%−395−43.9%減碼歷史
AROWArrow Financial CorpCOM331$8,702<0.1%+6+1.8%加碼歷史
DXCDXC Technology CoStock510$8,696<0.1%−384−43.0%減碼歷史
FOURShift4 Payments, Inc.CL A106$8,661<0.1%−2,166−95.3%減碼歷史
PYCRPaycor HCM, Inc.COM386$8,661<0.1%+112+40.9%加碼歷史
NOGNorthern Oil & Gas, Inc.COM286$8,645<0.1%+140+95.9%加碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US199$8,643<0.1%+199新進–
SBSWSibanye Stillwater LtdSPONSORED ADR1,882$8,620<0.1%−2,030−51.9%減碼歷史
PLURPluri Inc.COM2,000$8,600<0.1%00.0%不變歷史
SVMSilvercorp Metals IncCOM2,216$8,576<0.1%+37+1.7%加碼歷史
ICLRIcon PLCCOM49$8,575<0.1%−16−24.6%減碼歷史
Subversive Congressional Democrats Trading ETF886364199ETF238$8,563<0.1%+62+35.2%加碼–
DVDoubleVerify Holdings, Inc.COM640$8,557<0.1%−422−39.7%減碼歷史
VCVisteon CorpCOM NEW110$8,539<0.1%+14+14.6%加碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT190$8,526<0.1%+190新進歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$8,526<0.1%00.0%不變–
NIUNiu TechnologiesADS2,087$8,515<0.1%+190+10.0%加碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$8,492<0.1%00.0%不變–
QSQuantumScape CorpCOM CL A2,041$8,490<0.1%−11,117−84.5%減碼歷史
SRPTSarepta Therapeutics, Inc.COM133$8,489<0.1%+17+14.7%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