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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
TROXTronox Holdings plcSHS1,021$7,187<0.1%+984+2,659.5%加碼歷史
CARTMaplebear Inc.COM180$7,180<0.1%+22+13.9%加碼歷史
KMTKennametal IncCOM336$7,157<0.1%+208+162.5%加碼歷史
First Trust Cloud Computing ETF33734X192ETF70$7,156<0.1%+70新進–
INSWInternational Seaways, Inc.COM215$7,138<0.1%−307−58.8%減碼歷史
JAMFJamf Holding Corp.COM587$7,132<0.1%+520+776.1%加碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$7,129<0.1%+107+172.6%加碼–
ATHMAutohome Inc.SP ADS RP CL A257$7,124<0.1%+110+74.8%加碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS962$7,119<0.1%+831+634.4%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW806$7,111<0.1%+89+12.4%加碼歷史
CWHCamping World Holdings, Inc.CL A439$7,094<0.1%+272+162.9%加碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK556$7,083<0.1%+453+439.8%加碼歷史
Ssga Active Tr78470P309ST STR MARKE ETF164$7,055<0.1%+2+1.2%加碼–
GNKGenco Shipping & Trading LtdSHS528$7,054<0.1%+491+1,327.0%加碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF34$7,049<0.1%+1+3.0%加碼–
APGAPi Group CorpCOM STK197$7,044<0.1%+48+32.2%加碼歷史
PTVEPactiv Evergreen Inc.COM391$7,042<0.1%+66+20.3%加碼歷史
PLABPhotronics IncCOM339$7,037<0.1%+281+484.5%加碼歷史
VERXVertex, Inc.Stock200$7,002<0.1%+13+7.0%加碼歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU229$7,002<0.1%+39+20.5%加碼–
DLXDeluxe CorpCOM441$6,972<0.1%−12−2.6%減碼歷史
LPGDorian LPG Ltd.SHS USD312$6,970<0.1%−14−4.3%減碼歷史
ATECAlphatec Holdings, Inc.COM NEW687$6,966<0.1%+425+162.2%加碼歷史
ENSEnerSysCOM76$6,960<0.1%+18+31.0%加碼歷史
GEOGeo Group IncCOM238$6,952<0.1%+6+2.6%加碼歷史
iShares Tr464287515EXPANDED TECH78$6,941<0.1%00.0%不變–
AFYAAfya LtdCL A COM387$6,939<0.1%−62−13.8%減碼歷史
CHWYChewy, Inc.CL A213$6,925<0.1%+107+100.9%加碼歷史
BIRKBirkenstock Holding plcCOM SHS151$6,924<0.1%+151新進歷史
BZHBeazer Homes USA IncCOM NEW339$6,912<0.1%+326+2,507.7%加碼歷史
EGHT8X8 IncCOM3,451$6,902<0.1%−2,781−44.6%減碼歷史
ATKRAtkore Inc.COM115$6,899<0.1%+63+121.2%加碼歷史
CLSKCleanspark, Inc.COM NEW1,025$6,888<0.1%+757+282.5%加碼歷史
AMWDAmerican Woodmark CorpCOM117$6,883<0.1%+108+1,200.0%加碼歷史
INFAInformatica Inc.COM CL A394$6,875<0.1%−275−41.1%減碼歷史
BTGB2GOLD CorpCOM2,407$6,860<0.1%−157−6.1%減碼歷史
GBDCGolub Capital BDC, Inc.COM453$6,859<0.1%−229−33.6%減碼歷史
ASBAssociated Banc-CorpCOM303$6,827<0.1%+169+126.1%加碼歷史
SKXSkechers USA IncCL A120$6,813<0.1%−416−77.6%減碼歷史
RKLBRocket Lab CorpCOM380$6,795<0.1%+323+566.7%加碼歷史
RPDRapid7, Inc.COM256$6,787<0.1%+79+44.6%加碼歷史
NVEENV5 Global, Inc.COM351$6,764<0.1%+351新進歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6,760<0.1%00.0%不變–
FRMEFirst Merchants CorpCOM167$6,755<0.1%+130+351.4%加碼歷史
CRDOCredo Technology Group Holding LtdStock168$6,747<0.1%+128+320.0%加碼歷史
USOUnited States Oil Fund, LPUNITS87$6,728<0.1%00.0%不變歷史
NENoble Corp plcORD SHS A283$6,708<0.1%+201+245.1%加碼歷史
WAFDWafd IncStock234$6,688<0.1%+204+680.0%加碼歷史
AURAurora Innovation, Inc.CLASS A COM994$6,685<0.1%+588+144.8%加碼歷史
YEXTYext, Inc.COM1,080$6,653<0.1%+66+6.5%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM20$6,624<0.1%+2+11.1%加碼歷史
GSHDGoosehead Insurance, Inc.COM CL A56$6,612<0.1%+9+19.1%加碼歷史
MORNMorningstar, Inc.COM22$6,597<0.1%+2+10.0%加碼歷史
FSLYFastly, Inc.CL A1,042$6,596<0.1%−115−9.9%減碼歷史
OXMOxford Industries IncCOM112$6,571<0.1%+76+211.1%加碼歷史
STVNStevanato Group S.p.A.ORD SHS320$6,534<0.1%+3+0.9%加碼歷史
WKWorkiva IncCOM CL A86$6,528<0.1%−799−90.3%減碼歷史
TECHBIO-TECHNE CorpCOM111$6,509<0.1%00.0%不變歷史
Alps ETF Tr00162Q452ALERIAN MLP125$6,493<0.1%00.0%不變–
UBSIUnited Bankshares IncCOM187$6,483<0.1%+139+289.6%加碼歷史
ALBAlbemarle CorpStock90$6,481<0.1%−192−68.1%減碼歷史
SAFESafehold Inc.COM346$6,477<0.1%+73+26.7%加碼歷史
PDCOPatterson Companies, Inc.COM207$6,466<0.1%+176+567.7%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX32$6,444<0.1%+23+255.6%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT131$6,440<0.1%+131新進–
iShares Tr46435G326CORE MSCI INTL93$6,428<0.1%00.0%不變–
TXTernium S.A.SPONSORED ADS206$6,419<0.1%−63−23.4%減碼歷史
RDUSRadius Recycling, Inc.CL A222$6,411<0.1%+193+665.5%加碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW249$6,407<0.1%+249新進歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6,395<0.1%00.0%不變–
iShares Tr46434V639CUR HD EURZN ETF164$6,391<0.1%+164新進–
EBCEastern Bankshares, Inc.COM388$6,363<0.1%+262+207.9%加碼歷史
ODDOddity Tech LtdSHS CL A147$6,359<0.1%+147新進歷史
FULTFulton Financial CorpCOM351$6,350<0.1%+121+52.6%加碼歷史
FOLDAmicus Therapeutics, Inc.COM778$6,349<0.1%−416−34.8%減碼歷史
TTEKTetra Tech IncCOM217$6,347<0.1%+11+5.3%加碼歷史
IAGIamgold CorpCOM1,014$6,337<0.1%−151−13.0%減碼歷史
BMRCBank of Marin BancorpCOM287$6,334<0.1%+1+0.3%加碼歷史
UHAL.BU-Haul Holding CoCOM SER N107$6,332<0.1%+50+87.7%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM261$6,330<0.1%+162+163.6%加碼歷史
OIO-I Glass, Inc.COM551$6,320<0.1%+500+980.4%加碼歷史
BRZEBraze, Inc.Stock175$6,314<0.1%−764−81.4%減碼歷史
COMPCompass, Inc.CL A720$6,285<0.1%+497+222.9%加碼歷史
AZZAzz IncCOM75$6,271<0.1%+17+29.3%加碼歷史
ONCBeOne Medicines Ltd.ADR23$6,261<0.1%+2+9.5%加碼歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE456$6,261<0.1%−2−0.4%減碼–
VRRMVerra Mobility CorpCL A COM STK277$6,236<0.1%+39+16.4%加碼歷史
LEGLeggett & Platt IncStock786$6,222<0.1%−670−46.0%減碼歷史
Paramount Global92556H206CL B519$6,210<0.1%−453−46.6%減碼–
GKOSGLAUKOS CorpCOM63$6,201<0.1%+50+384.6%加碼歷史
TREELendingTree, Inc.COM123$6,183<0.1%+76+161.7%加碼歷史
IBPInstalled Building Products, Inc.COM36$6,173<0.1%+29+414.3%加碼歷史
HTGCHercules Capital, Inc.COM321$6,166<0.1%00.0%不變歷史
MUSAMurphy USA Inc.COM13$6,135<0.1%−335−96.3%減碼歷史
NATNordic American Tankers LtdCOM2,491$6,128<0.1%+1,851+289.2%加碼歷史
UAUnder Armour, Inc.CL C1,030$6,128<0.1%−40−3.7%減碼歷史
THRMGentherm IncCOM228$6,097<0.1%+228新進歷史
TNKTeekay Tankers Ltd.CL A158$6,047<0.1%+33+26.4%加碼歷史
DMCDel Monte CorpORD196$6,042<0.1%+59+43.1%加碼歷史
ALKTAlkami Technology, Inc.Stock230$6,038<0.1%+46+25.0%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