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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
BKNGBooking Holdings Inc.Stock162$74.7 萬<0.1%+27+20.0%加碼歷史
STZConstellation Brands, Inc.Stock4,040$74.1 萬<0.1%+1,824+82.3%加碼歷史
TTTrane Technologies plcSHS2,195$74.0 萬<0.1%+576+35.6%加碼歷史
iShares Tr464289859CORE 80 20 ETF9,659$73.9 萬<0.1%+9,659新進–
KLACKLA CorpCOM NEW1,086$73.9 萬<0.1%+194+21.7%加碼歷史
ELVElevance Health, Inc.Stock1,697$73.8 萬<0.1%+244+16.8%加碼歷史
CMCSAComcast CorpStock19,760$72.9 萬<0.1%−11,316−36.4%減碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT8,780$72.2 萬<0.1%+4,238+93.3%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF9,357$71.7 萬<0.1%−13,608−59.3%減碼–
XELXcel Energy IncStock10,112$71.6 萬<0.1%+870+9.4%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD8,956$71.1 萬<0.1%00.0%不變–
PFEPfizer IncStock27,995$70.9 萬<0.1%−7,440−21.0%減碼歷史
SPGIS&P Global Inc.Stock1,393$70.8 萬<0.1%+264+23.4%加碼歷史
HONHoneywell International IncCOM3,320$70.3 萬<0.1%+259+8.5%加碼歷史
MMM3M CoStock4,728$69.4 萬<0.1%+718+17.9%加碼歷史
DVNDevon Energy CorpStock18,487$69.1 萬<0.1%+533+3.0%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF14,751$68.8 萬<0.1%−1,892−11.4%減碼–
First Tr Exchange-Traded FD33738D879FT VEST RIS28,977$68.7 萬<0.1%+3,725+14.8%加碼–
WMBWilliams Companies, Inc.COM11,434$68.3 萬<0.1%+2,473+27.6%加碼歷史
PPGPPG Industries IncStock6,213$67.9 萬<0.1%−31,617−83.6%減碼歷史
iShares Tr46434V647GLOBAL REIT ETF27,904$67.7 萬<0.1%+296+1.1%加碼–
BLKBlackRock, Inc.Stock713$67.5 萬<0.1%−33−4.4%減碼歷史
PSXPhillips 66Stock5,460$67.4 萬<0.1%+526+10.7%加碼歷史
ARK Innovation ETF00214Q104ETF14,144$67.3 萬<0.1%+5,999+73.7%加碼–
ISRGIntuitive Surgical IncCOM NEW1,344$66.6 萬<0.1%+134+11.1%加碼歷史
ETNEaton Corp plcStock2,445$66.5 萬<0.1%+390+19.0%加碼歷史
TMUST-Mobile US, Inc.Stock2,481$66.2 萬<0.1%+962+63.3%加碼歷史
Vanguard Instl Index FD9220408450 3 MO TR BI ETF8,753$66.0 萬<0.1%+8,753新進–
SYKStryker CorpStock1,756$65.4 萬<0.1%+287+19.5%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999933,378$65.2 萬<0.1%−31,369−48.4%減碼歷史
iShares Russell 2000 ETF464287655ETF3,241$64.6 萬<0.1%−2,396−42.5%減碼–
Schwab U.S. Large-Cap ETF808524201ETF29,201$64.5 萬<0.1%−9,010−23.6%減碼–
ProShares Tr74349Y704ULTRA BITCOIN ET19,315$64.3 萬<0.1%+12,514+184.0%加碼–
PAYXPaychex IncStock4,154$64.1 萬<0.1%+1,587+61.8%加碼歷史
LIILennox International IncCOM1,141$64.0 萬<0.1%+191+20.1%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF6,226$63.8 萬<0.1%−638−9.3%減碼–
Timothy Plan887432334INTL ETF22,042$63.4 萬<0.1%−1,897−7.9%減碼–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET28,021$63.2 萬<0.1%+18,507+194.5%加碼–
ROLRollins IncCOM11,681$63.1 萬<0.1%−1,563−11.8%減碼歷史
CCitigroup IncStock8,787$62.4 萬<0.1%+3,429+64.0%加碼歷史
MOAltria Group, Inc.Stock10,379$62.3 萬<0.1%+639+6.6%加碼歷史
ROPRoper Technologies IncStock1,044$61.6 萬<0.1%+166+18.9%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD12,350$61.4 萬<0.1%+7,276+143.4%加碼–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF11,746$60.8 萬<0.1%+7,613+184.2%加碼–
iShares Tr464288281JPMORGAN USD EMG6,679$60.5 萬<0.1%−13,090−66.2%減碼–
iShares Flexible Income Active ETF092528603ETF11,351$59.5 萬<0.1%+2,253+24.8%加碼–
FDXFedEx CorpStock2,422$59.1 萬<0.1%−4,453−64.8%減碼歷史
SAPSAP SEADR2,199$59.0 萬<0.1%−465−17.5%減碼歷史
WRBBerkley W R CorpCOM8,122$57.8 萬<0.1%−494−5.7%減碼歷史
Vanguard Information Technology ETF92204A702ETF1,061$57.6 萬<0.1%−120−10.2%減碼–
RXRXRecursion Pharmaceuticals, Inc.CL A108,629$57.5 萬<0.1%+108,514+94,360.0%加碼歷史
CMGChipotle Mexican Grill IncCOM11,277$56.6 萬<0.1%−402−3.4%減碼歷史
MSIMotorola Solutions, Inc.Stock1,284$56.2 萬<0.1%+232+22.1%加碼歷史
WELLWelltower Inc.REIT3,670$56.2 萬<0.1%−83−2.2%減碼歷史
CHHChoice Hotels International IncCOM4,228$56.1 萬<0.1%+24+0.6%加碼歷史
Schwab US Tips ETF808524870ETF20,848$56.1 萬<0.1%−1,312−5.9%減碼–
MDLZMondelez International, Inc.Stock8,195$55.6 萬<0.1%+3,228+65.0%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG13,062$55.4 萬<0.1%00.0%不變–
AMPAmeriprise Financial IncCOM1,143$55.3 萬<0.1%+111+10.8%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT9,153$55.1 萬<0.1%+2,286+33.3%加碼–
COOCooper Companies, Inc.COM6,517$55.0 萬<0.1%+220+3.5%加碼歷史
KMBKimberly Clark CorpStock3,842$54.6 萬<0.1%+746+24.1%加碼歷史
ETREntergy CorpCOM6,390$54.6 萬<0.1%+1,261+24.6%加碼歷史
NOCNorthrop Grumman CorpStock1,064$54.4 萬<0.1%+362+51.6%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$54.3 萬<0.1%+8,232+355.0%加碼–
PHParker-Hannifin CorpStock891$54.2 萬<0.1%+207+30.3%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR39,389$53.6 萬<0.1%−11,635−22.8%減碼歷史
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X12,915$53.6 萬<0.1%−10,139−44.0%減碼–
DHRDanaher CorpStock2,593$53.2 萬<0.1%+153+6.3%加碼歷史
SPOTSpotify Technology S.A.Stock962$52.9 萬<0.1%+211+28.1%加碼歷史
LPLALPL Financial Holdings Inc.COM1,613$52.8 萬<0.1%+72+4.7%加碼歷史
FICOFair Isaac CorpCOM285$52.6 萬<0.1%−35−10.9%減碼歷史
TSCOTractor Supply CoCOM9,520$52.5 萬<0.1%+554+6.2%加碼歷史
INTUIntuit Inc.Stock851$52.3 萬<0.1%+250+41.6%加碼歷史
CBSHCommerce Bancshares IncStock8,362$52.0 萬<0.1%+386+4.8%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,889$51.9 萬<0.1%+48+0.4%加碼–
CLColgate Palmolive CoStock5,541$51.9 萬<0.1%+675+13.9%加碼歷史
EFXEquifax IncCOM2,128$51.8 萬<0.1%−387−15.4%減碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE13,570$51.2 萬<0.1%−2,081−13.3%減碼–
JJacobs Solutions Inc.COM4,230$51.1 萬<0.1%+227+5.7%加碼歷史
MUMicron Technology IncStock5,818$50.5 萬<0.1%+1,566+36.8%加碼歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,151$50.0 萬<0.1%+739+10.0%加碼–
BSXBoston Scientific CorpStock4,945$49.9 萬<0.1%+2,095+73.5%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,682$49.6 萬<0.1%−3−0.2%減碼歷史
GISGeneral Mills IncStock8,244$49.3 萬<0.1%−1,141−12.2%減碼歷史
COFCapital One Financial CorpStock2,739$49.1 萬<0.1%+661+31.8%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,575$49.0 萬<0.1%+4,400+105.4%加碼–
ADIAnalog Devices IncStock2,428$49.0 萬<0.1%−295−10.8%減碼歷史
Nextplat Corp Com New68557F100Stock580,686$48.2 萬<0.1%+137,298+31.0%加碼–
ENBEnbridge IncStock10,810$47.9 萬<0.1%+628+6.2%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock2,888$47.8 萬<0.1%+34+1.2%加碼歷史
POOLPool CorpCOM1,488$47.4 萬<0.1%+24+1.6%加碼歷史
VCYTVeracyte, Inc.COM15,950$47.3 萬<0.1%+15,832+13,416.9%加碼歷史
CLXClorox CoStock3,201$47.1 萬<0.1%+309+10.7%加碼歷史
ALLEAllegion plcORD SHS3,569$46.6 萬<0.1%+29+0.8%加碼歷史
TRGPTarga Resources Corp.COM2,315$46.4 萬<0.1%+519+28.9%加碼歷史
MDTMedtronic plcStock5,139$46.2 萬<0.1%+284+5.8%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM2,784$46.1 萬<0.1%−763−21.5%減碼歷史
UPSUnited Parcel Service IncStock4,184$46.0 萬<0.1%+299+7.7%加碼歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT12,894$45.7 萬<0.1%+12,751+8,916.8%加碼–

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