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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
SSLSasol LtdSPONSORED ADR2,003$8,472<0.1%−944−32.0%減碼歷史
ONBOld National BancorpStock399$8,455<0.1%+96+31.7%加碼歷史
DEIDouglas Emmett IncCOM528$8,448<0.1%−59−10.1%減碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A379$8,417<0.1%+366+2,815.4%加碼歷史
ADUSAddus HomeCare CorpCOM85$8,406<0.1%−4−4.5%減碼歷史
ASAmer Sports, Inc.COM SHS313$8,367<0.1%+313新進歷史
HCSGHealthcare Services Group IncCOM830$8,366<0.1%+69+9.1%加碼歷史
AGFirst Majestic Silver CorpCOM1,249$8,356<0.1%+12+1.0%加碼歷史
TEXTerex CorpStock221$8,350<0.1%+110+99.1%加碼歷史
SMRNuscale Power CorpCL A COM589$8,340<0.1%+578+5,254.5%加碼歷史
Copel-ADR20441B605ADR1,139$8,326<0.1%+441+63.2%加碼–
AAPAdvance Auto Parts IncCOM212$8,313<0.1%−234−52.5%減碼歷史
STSensata Technologies Holding plcSHS342$8,300<0.1%−55−13.9%減碼歷史
ELFe.l.f. Beauty, Inc.COM132$8,288<0.1%+34+34.7%加碼歷史
iShares Tr46435U366SELF DRIVNG EV283$8,272<0.1%00.0%不變–
Invesco Actively Managed Exc46090A101ACTIVE US REAL89$8,272<0.1%00.0%不變–
SHOEShoe Station Group IncCOM375$8,246<0.1%+368+5,257.1%加碼歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF41$8,232<0.1%00.0%不變–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,206<0.1%00.0%不變歷史
SHAKShake Shack Inc.CL A93$8,199<0.1%+12+14.8%加碼歷史
TREXTrex Co IncCOM141$8,192<0.1%+102+261.5%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK627$8,188<0.1%+134+27.2%加碼歷史
EGYVaalco Energy IncCOM NEW2,177$8,185<0.1%+650+42.6%加碼歷史
EFCEllington Financial Inc.COM616$8,168<0.1%+207+50.6%加碼歷史
SMPStandard Motor Products, Inc.Stock327$8,152<0.1%−238−42.1%減碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF345$8,145<0.1%+45+15.0%加碼–
TNCTennant CoCOM102$8,135<0.1%+83+436.8%加碼歷史
ARCBArcbest CorpCOM115$8,117<0.1%−7−5.7%減碼歷史
NCZVirtus Convertible & Income Fund IICOM NEW700$8,092<0.1%00.0%不變依 1 比 4 拆股換算歷史
IPIIntrepid Potash, Inc.COM275$8,082<0.1%00.0%不變歷史
CARGCarGurus, Inc.COM CL A277$8,069<0.1%−5,797−95.4%減碼歷史
PLUSEplus IncCOM132$8,056<0.1%−14−9.6%減碼歷史
Fidelity Covington Trust316092113ENHANCED LARGE258$8,047<0.1%+71+38.0%加碼–
XUnited States Steel CorpCOM190$8,030<0.1%−136−41.7%減碼歷史
WisdomTree Tr97717X172US HGH YLD CORP178$8,027<0.1%+178新進–
BCRXBiocryst Pharmaceuticals IncCOM1,070$8,026<0.1%+920+613.3%加碼歷史
PTONPeloton Interactive, Inc.CL A COM1,267$8,007<0.1%+1,116+739.1%加碼歷史
YELPYelp IncCL A216$7,999<0.1%+76+54.3%加碼歷史
VSXYVictoria's Secret & Co.COMMON STOCK430$7,989<0.1%−24−5.3%減碼歷史
DINDine Brands Global, Inc.COM343$7,981<0.1%+224+188.2%加碼歷史
BLMNBloomin' Brands, Inc.COM1,112$7,977<0.1%−530−32.3%減碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR175$7,969<0.1%00.0%不變–
RDFNRedfin CorpCOM865$7,966<0.1%+774+850.5%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW988$7,943<0.1%+238+31.7%加碼歷史
JBTMJBT Marel CorpCOM65$7,943<0.1%+29+80.6%加碼歷史
AUBAtlantic Union Bankshares CorpCOM255$7,941<0.1%+72+39.3%加碼歷史
WMSAdvanced Drainage Systems, Inc.COM73$7,932<0.1%+52+247.6%加碼歷史
RUSHARush Enterprises IncCL A148$7,905<0.1%+28+23.3%加碼歷史
BBNXBeta Bionics, Inc.COM644$7,883<0.1%+644新進歷史
BBIOBridgeBio Pharma, Inc.COM228$7,882<0.1%+64+39.0%加碼歷史
LAURLaureate Education, Inc.COMMON STOCK385$7,873<0.1%+367+2,038.9%加碼歷史
FLFoot Locker, Inc.COM558$7,868<0.1%+283+102.9%加碼歷史
WDWalker & Dunlop, Inc.COM92$7,853<0.1%+18+24.3%加碼歷史
JOYYJOYY Inc.ADS REPSTG COM A187$7,850<0.1%+4+2.2%加碼歷史
PZZAPapa Johns International IncStock191$7,846<0.1%+117+158.1%加碼歷史
OPCHOption Care Health, Inc.COM NEW224$7,829<0.1%−23−9.3%減碼歷史
TRMKTrustmark CorpCOM226$7,795<0.1%+78+52.7%加碼歷史
XERSXeris Biopharma Holdings, Inc.COM1,418$7,785<0.1%+889+168.1%加碼歷史
TFSLTFS Financial CORPCOM626$7,757<0.1%+300+92.0%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$7,750<0.1%00.0%不變–
SVCService Properties TrustCOM SH BEN INT2,964$7,736<0.1%+1,218+69.8%加碼歷史
HLLYHolley Inc.COM3,003$7,718<0.1%+63+2.1%加碼歷史
CACICACI International IncCL A21$7,705<0.1%−16−43.2%減碼歷史
iShares Tr464289446RUS TOP 200 ETF56$7,695<0.1%00.0%不變–
LTCLTC Properties IncREIT217$7,692<0.1%−165−43.2%減碼歷史
MCIBarings Corporate InvestorsCOM328$7,688<0.1%−49−13.0%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE177$7,664<0.1%−83−31.9%減碼–
NXQuanex Building Products CORPCOM412$7,659<0.1%+396+2,475.0%加碼歷史
SDGRSchrodinger, Inc.COM388$7,659<0.1%+367+1,747.6%加碼歷史
BOHBank of Hawaii CorpCOM111$7,656<0.1%+100+909.1%加碼歷史
VTSVitesse Energy, Inc.COMMON STOCK311$7,648<0.1%+45+16.9%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF61$7,595<0.1%+9+17.3%加碼–
BOOMDMC Global Inc.COM901$7,586<0.1%−21−2.3%減碼歷史
CNSCohen & Steers, Inc.COM94$7,544<0.1%+37+64.9%加碼歷史
CCOICogent Communications Holdings, Inc.COM NEW123$7,541<0.1%−5−3.9%減碼歷史
FLNCFluence Energy, Inc.COM CL A1,554$7,538<0.1%+931+149.4%加碼歷史
WLKWestlake CorpCOM75$7,502<0.1%+19+33.9%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW105$7,500<0.1%00.0%不變–
CSGSCSG Systems International IncCOM124$7,499<0.1%+69+125.5%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$7,497<0.1%00.0%不變–
SPRSpirit AeroSystems Holdings, Inc.COM CL A217$7,493<0.1%+50+29.9%加碼歷史
HODLVanEck Bitcoin ETFSH BEN INT320$7,459<0.1%−300−48.4%減碼依 4 比 1 拆股換算歷史
CABOCable One, Inc.COM28$7,441<0.1%+15+115.4%加碼歷史
FSSFederal Signal CorpCOM101$7,438<0.1%−25−19.8%減碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$7,436<0.1%00.0%不變–
IESCIES Holdings, Inc.COM45$7,431<0.1%−506−91.8%減碼歷史
HIMSHims & Hers Health, Inc.Stock251$7,417<0.1%+156+164.2%加碼歷史
DOCNDigitalOcean Holdings, Inc.COM222$7,413<0.1%+112+101.8%加碼歷史
OMABCentral North Airport GroupSPON ADR94$7,391<0.1%+11+13.3%加碼歷史
STRLSterling Infrastructure, Inc.COM65$7,358<0.1%+37+132.1%加碼歷史
ALHCAlignment Healthcare, Inc.COM395$7,355<0.1%+301+320.2%加碼歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$7,327<0.1%−76−42.0%減碼–
GPGIGPGI, Inc.COM CL A672$7,305<0.1%−3−0.4%減碼歷史
DSXDiana Shipping Inc.COM4,677$7,296<0.1%+2,095+81.1%加碼歷史
AXAxos Financial, Inc.COM113$7,291<0.1%+81+253.1%加碼歷史
XPROExpro Group Holdings N.V.COM733$7,286<0.1%−87−10.6%減碼歷史
INMDInMode Ltd.SHS409$7,256<0.1%+349+581.7%加碼歷史
iShares Tr46435G524INTL DIV GRWTH100$7,244<0.1%00.0%不變–
TBBKBancorp, Inc.COM137$7,240<0.1%−3,644−96.4%減碼歷史
OIIOceaneering International IncStock331$7,219<0.1%+115+53.2%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