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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
KMIKinder Morgan, Inc.Stock11,190$31.9 萬<0.1%+1,655+17.4%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,612$31.8 萬<0.1%+359+28.7%加碼–
ZWSZurn Elkay Water Solutions CorpCOM9,650$31.8 萬<0.1%−250−2.5%減碼歷史
NDSNNordson CorpCOM1,577$31.8 萬<0.1%−12−0.8%減碼歷史
ARESAres Management CorpCL A COM STK2,165$31.7 萬<0.1%−3−0.1%減碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,346$31.7 萬<0.1%00.0%不變–
CARRCarrier Global CorpStock4,970$31.5 萬<0.1%−961−16.2%減碼歷史
OTISOtis Worldwide CorpStock3,050$31.5 萬<0.1%+169+5.9%加碼歷史
JCIJohnson Controls International plcStock3,920$31.4 萬<0.1%+1,879+92.1%加碼歷史
IQVIQVIA Holdings Inc.Stock1,777$31.3 萬<0.1%+295+19.9%加碼歷史
LDOSLeidos Holdings, Inc.COM2,318$31.3 萬<0.1%+279+13.7%加碼歷史
SFMSprouts Farmers Market, Inc.COM2,046$31.2 萬<0.1%+71+3.6%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$31.2 萬<0.1%00.0%不變歷史
iShares Tr464287861EUROPE ETF5,349$31.1 萬<0.1%−1,170−17.9%減碼–
CHEChemed CorpCOM503$30.9 萬<0.1%+5+1.0%加碼歷史
PPCPilgrims Pride CorpStock5,636$30.7 萬<0.1%+182+3.3%加碼歷史
PWRQuanta Services, Inc.COM1,201$30.5 萬<0.1%+114+10.5%加碼歷史
American Centy ETF Tr025072349US LARGE CAP VLU4,676$30.5 萬<0.1%+4,676新進–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,093$30.5 萬<0.1%−186−2.6%減碼–
NVONovo Nordisk A SADR4,380$30.4 萬<0.1%−1,037−19.1%減碼歷史
UGIUgi CorpStock9,159$30.3 萬<0.1%+1,096+13.6%加碼歷史
CHDChurch & Dwight Co IncCOM2,751$30.3 萬<0.1%+359+15.0%加碼歷史
WITWipro LtdSPON ADR 1 SH98,629$30.2 萬<0.1%−1,058−1.1%減碼歷史
METMetlife IncStock3,756$30.2 萬<0.1%+727+24.0%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM2,373$30.1 萬<0.1%+203+9.4%加碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,622$30.1 萬<0.1%+20+0.1%加碼歷史
CAHCardinal Health IncStock2,180$30.0 萬<0.1%+96+4.6%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,316$30.0 萬<0.1%+50+3.9%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD6,636$29.9 萬<0.1%+6,636新進–
Fidelity Covington Trust31609A305ENHANCED LARGE9,468$29.8 萬<0.1%+11+0.1%加碼–
SRESempraStock4,167$29.7 萬<0.1%+778+23.0%加碼歷史
VRSKVerisk Analytics, Inc.COM998$29.7 萬<0.1%−125−11.1%減碼歷史
MKCMcCormick & Co IncStock3,601$29.6 萬<0.1%+1,541+74.8%加碼歷史
TERTeradyne, IncStock3,579$29.6 萬<0.1%+786+28.1%加碼歷史
DVADavita Inc.COM1,930$29.5 萬<0.1%+105+5.8%加碼歷史
UBSUBS Group AGStock9,555$29.3 萬<0.1%−5,560−36.8%減碼歷史
iShares Tr46435G409MSCI INTL VLU FT9,644$29.2 萬<0.1%−1,301−11.9%減碼–
iShares Tr4642874407-10 YR TRSY BD3,047$29.1 萬<0.1%+1,598+110.3%加碼–
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH3,929$29.0 萬<0.1%+3,929新進–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$28.7 萬<0.1%00.0%不變–
GRMNGarmin LtdSHS1,319$28.6 萬<0.1%+280+26.9%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS20,918$28.5 萬<0.1%−10,810−34.1%減碼歷史
MOSMosaic CoCOM10,405$28.1 萬<0.1%+154+1.5%加碼歷史
ECLEcolab Inc.Stock1,098$27.8 萬<0.1%+404+58.2%加碼歷史
EQIXEquinix IncCOM342$27.8 萬<0.1%−189−35.6%減碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF4,748$27.8 萬<0.1%+2,250+90.1%加碼–
iShares Tr46436E759ESG EAFE ETF4,127$27.8 萬<0.1%−4,181−50.3%減碼–
TRVTravelers Companies, Inc.Stock1,050$27.8 萬<0.1%+333+46.4%加碼歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,752$27.7 萬<0.1%−143−4.9%減碼–
MTDMettler Toledo International IncCOM233$27.5 萬<0.1%+81+53.3%加碼歷史
OSISOsi Systems IncCOM1,414$27.5 萬<0.1%+35+2.5%加碼歷史
MARMarriott International IncStock1,151$27.4 萬<0.1%+538+87.8%加碼歷史
VRTXVertex Pharmaceuticals IncStock566$27.4 萬<0.1%+161+39.8%加碼歷史
FISFidelity National Information Services, Inc.Stock3,671$27.4 萬<0.1%+566+18.2%加碼歷史
DLRDigital Realty Trust, Inc.COM1,912$27.4 萬<0.1%−744−28.0%減碼歷史
MPWRMonolithic Power Systems, Inc.COM471$27.3 萬<0.1%+101+27.3%加碼歷史
VMRKVivmark ResidentialSH BEN INT3,773$27.0 萬<0.1%+2,840+304.4%加碼歷史
CDWCDW CorpCOM1,684$27.0 萬<0.1%+971+136.2%加碼歷史
EXCExelon CorpStock5,839$26.9 萬<0.1%+1,309+28.9%加碼歷史
EGPEastgroup Properties IncCOM1,526$26.9 萬<0.1%+401+35.6%加碼歷史
IPInternational Paper CoCOM5,035$26.9 萬<0.1%+1,287+34.3%加碼歷史
SHOPShopify Inc.Stock2,810$26.8 萬<0.1%+639+29.4%加碼歷史
CNPCenterpoint Energy IncCOM7,388$26.8 萬<0.1%+793+12.0%加碼歷史
BNYBank of New York Mellon CorpStock3,165$26.5 萬<0.1%+1,870+144.4%加碼歷史
HBANHuntington Bancshares IncCOM17,673$26.5 萬<0.1%+8,217+86.9%加碼歷史
CAGConagra Brands Inc.Stock9,890$26.4 萬<0.1%−3,431−25.8%減碼歷史
LENLennar CorpCL A2,296$26.4 萬<0.1%+89+4.0%加碼歷史
NKENIKE, Inc.Stock4,141$26.3 萬<0.1%−6,797−62.1%減碼歷史
KHCKraft Heinz CoStock8,634$26.3 萬<0.1%−2,304−21.1%減碼歷史
PEGPublic Service Enterprise Group IncCOM3,172$26.1 萬<0.1%+678+27.2%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,165$26.1 萬<0.1%+6,673+1,356.3%加碼–
FASTFastenal CoStock3,332$25.8 萬<0.1%−1,374−29.2%減碼歷史
CDNSCadence Design Systems IncStock1,014$25.8 萬<0.1%−334−24.8%減碼歷史
AMEAmetek IncCOM1,495$25.7 萬<0.1%+39+2.7%加碼歷史
COKECoca-Cola Consolidated, Inc.COM190$25.6 萬<0.1%−118−38.3%減碼歷史
GLWCorning IncCOM5,583$25.6 萬<0.1%+783+16.3%加碼歷史
iShares Tr46436E619ESG ADVAN ETF5,886$25.5 萬<0.1%−81−1.4%減碼–
SNPSSynopsys IncCOM593$25.4 萬<0.1%+159+36.6%加碼歷史
EXPOExponent IncCOM3,133$25.4 萬<0.1%+228+7.8%加碼歷史
GPNGlobal Payments IncStock2,586$25.3 萬<0.1%−1,237−32.4%減碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,163$25.2 萬<0.1%+31+1.5%加碼歷史
EBAYeBay IncCOM3,670$24.9 萬<0.1%+796+27.7%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF9,846$24.7 萬<0.1%+9,370+1,968.5%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF6,021$24.5 萬<0.1%−2,971−33.0%減碼–
iShares Tr46428743220 YR TR BD ETF2,674$24.3 萬<0.1%−47,131−94.6%減碼–
iShares Tr464287150CORE S&P TTL STK1,985$24.2 萬<0.1%+1,020+105.7%加碼–
NRGNRG Energy, Inc.Stock2,532$24.2 萬<0.1%−601−19.2%減碼歷史
NVSNovartis AGADR2,166$24.2 萬<0.1%−961−30.7%減碼歷史
USBUS Bancorp DECOM NEW5,709$24.1 萬<0.1%−1,612−22.0%減碼歷史
iShares Tr46428865310-20 YR TRS ETF2,323$24.1 萬<0.1%+1,918+473.6%加碼–
VRSNVerisign IncCOM936$23.8 萬<0.1%+556+146.3%加碼歷史
ESEversource EnergyStock3,815$23.7 萬<0.1%+1,434+60.2%加碼歷史
EDConsolidated Edison IncStock2,138$23.6 萬<0.1%+518+32.0%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 505,100$23.5 萬<0.1%+74+1.5%加碼–
DASHDoorDash, Inc.Stock1,284$23.5 萬<0.1%+733+133.0%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR9,727$23.4 萬<0.1%−1,700−14.9%減碼歷史
WFWoori Financial Group Inc.SPONSORED ADS6,994$23.3 萬<0.1%+840+13.6%加碼歷史
PRUPrudential Financial IncStock2,066$23.1 萬<0.1%+262+14.5%加碼歷史
DTEDte Energy CoCOM1,665$23.0 萬<0.1%+460+38.2%加碼歷史
CPRTCopart IncCOM4,062$23.0 萬<0.1%+1,342+49.3%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