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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
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$23.0 萬<0.1%00.0%不變–
LNGCheniere Energy, Inc.COM NEW988$22.9 萬<0.1%+36+3.8%加碼歷史
CCEPCoca-Cola Europacific Partners plcSHS2,625$22.8 萬<0.1%+67+2.6%加碼歷史
CRLCharles River Laboratories International, Inc.COM1,518$22.8 萬<0.1%−155−9.3%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,906$22.8 萬<0.1%−206−9.8%減碼–
COINCoinbase Global, Inc.COM CL A1,325$22.8 萬<0.1%+209+18.7%加碼歷史
RACEFerrari N.V.COM532$22.8 萬<0.1%+101+23.4%加碼歷史
SYYSysco CorpStock3,032$22.8 萬<0.1%+194+6.8%加碼歷史
APPAppLovin CorpCOM CL A857$22.7 萬<0.1%+403+88.8%加碼歷史
CTASCintas CorpStock1,104$22.7 萬<0.1%+232+26.6%加碼歷史
CHTRCharter Communications, Inc.CL A613$22.6 萬<0.1%−9−1.4%減碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$22.6 萬<0.1%00.0%不變–
VMCVulcan Materials COCOM967$22.6 萬<0.1%+246+34.1%加碼歷史
PNRPENTAIR plcSHS2,577$22.5 萬<0.1%+121+4.9%加碼歷史
PLDPrologis, Inc.REIT2,002$22.4 萬<0.1%−1,251−38.5%減碼歷史
ULTAUlta Beauty, Inc.Stock610$22.4 萬<0.1%+9+1.5%加碼歷史
SITESiteOne Landscape Supply, Inc.COM1,837$22.3 萬<0.1%+34+1.9%加碼歷史
DECKDeckers Outdoor CorpCOM1,992$22.3 萬<0.1%−1,064−34.8%減碼歷史
LULUlululemon athletica inc.Stock785$22.2 萬<0.1%+192+32.4%加碼歷史
ARCCAres Capital CorpCEF10,022$22.2 萬<0.1%−1,151−10.3%減碼歷史
Vanguard S&P 500 Growth ETF921932505ETF663$22.2 萬<0.1%+191+40.5%加碼–
HLNHaleon plcADR21,474$22.1 萬<0.1%+6,873+47.1%加碼歷史
SWSmurfit Westrock plcStock4,903$22.1 萬<0.1%+443+9.9%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,289$22.1 萬<0.1%+144+6.7%加碼–
NSPInsperity, Inc.COM2,468$22.0 萬<0.1%+67+2.8%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW3,834$22.0 萬<0.1%+1,361+55.0%加碼歷史
HCAHCA Healthcare, Inc.COM636$22.0 萬<0.1%+87+15.8%加碼歷史
HWMHowmet Aerospace Inc.Stock1,687$21.9 萬<0.1%+804+91.1%加碼歷史
SESea LtdSPONSORD ADS1,677$21.9 萬<0.1%−1,094−39.5%減碼歷史
SLBSLB LimitedStock5,225$21.8 萬<0.1%+980+23.1%加碼歷史
SAIASaia IncCOM625$21.8 萬<0.1%−119−16.0%減碼歷史
BDXBecton Dickinson & CoStock952$21.8 萬<0.1%−310−24.6%減碼歷史
BMOBank of MontrealCOM2,282$21.8 萬<0.1%+768+50.7%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF5,402$21.7 萬<0.1%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,644$21.6 萬<0.1%+2,124+408.5%加碼–
HPQHP IncStock7,760$21.5 萬<0.1%+2,872+58.8%加碼歷史
iShares Russell Midcap ETF464287499ETF2,520$21.4 萬<0.1%+34+1.4%加碼–
BKRBaker Hughes CoCL A4,848$21.3 萬<0.1%+876+22.1%加碼歷史
PINSPinterest, Inc.CL A6,862$21.3 萬<0.1%+1,752+34.3%加碼歷史
VICIVici Properties Inc.COM6,497$21.2 萬<0.1%−1,629−20.0%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock2,624$21.2 萬<0.1%+530+25.3%加碼歷史
NVTnVent Electric plcSHS4,039$21.2 萬<0.1%−116−2.8%減碼歷史
ADMArcher-Daniels-Midland CoStock4,371$21.0 萬<0.1%−206−4.5%減碼歷史
ADSKAutodesk, Inc.COM797$20.9 萬<0.1%+294+58.4%加碼歷史
SCCOSouthern Copper CorpStock2,223$20.8 萬<0.1%+673+43.4%加碼歷史
TEAMAtlassian CorpCL A974$20.7 萬<0.1%+185+23.4%加碼歷史
HUBSHubSpot IncCOM362$20.7 萬<0.1%+65+21.9%加碼歷史
HLNEHamilton Lane INCCL A1,389$20.7 萬<0.1%+1,332+2,336.8%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,611$20.6 萬<0.1%+1,580+153.2%加碼–
iShares Tr464287622RUS 1000 ETF667$20.5 萬<0.1%−390−36.9%減碼–
AITApplied Industrial Technologies IncCOM905$20.4 萬<0.1%+253+38.8%加碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC3,009$20.3 萬<0.1%+2,789+1,267.7%加碼–
MFCManulife Financial CorpCOM6,511$20.3 萬<0.1%+451+7.4%加碼歷史
PCGPG&E CorpStock11,805$20.3 萬<0.1%+3,834+48.1%加碼歷史
KMXCarMax IncCOM2,597$20.2 萬<0.1%−1,270−32.8%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,859$20.2 萬<0.1%−13,090−87.6%減碼–
THOThor Industries IncCOM2,661$20.2 萬<0.1%−44−1.6%減碼歷史
TYLTyler Technologies IncCOM346$20.1 萬<0.1%−131−27.5%減碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD6,245$20.0 萬<0.1%+802+14.7%加碼歷史
CMSCMS Energy CorpCOM2,647$19.9 萬<0.1%+856+47.8%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF5,968$19.8 萬<0.1%−53−0.9%減碼–
AYIAcuity Inc. (DE)Stock752$19.8 萬<0.1%−139−15.6%減碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,593$19.8 萬<0.1%+46+0.5%加碼–
iShares Tr464287234MSCI EMG MKT ETF4,529$19.8 萬<0.1%−2,712−37.5%減碼–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL1,850$19.7 萬<0.1%+1,850新進–
FSKFS KKR Capital CorpCOM9,398$19.7 萬<0.1%−9,827−51.1%減碼歷史
AXONAxon Enterprise, Inc.COM374$19.7 萬<0.1%+63+20.3%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,237$19.6 萬<0.1%−734−14.8%減碼–
WTWWillis Towers Watson PLCSHS578$19.6 萬<0.1%+116+25.1%加碼歷史
HUMHumana IncStock733$19.4 萬<0.1%+254+53.0%加碼歷史
MRVLMarvell Technology, Inc.COM3,148$19.4 萬<0.1%+1,222+63.4%加碼歷史
DGDollar General CorpCOM2,196$19.3 萬<0.1%+230+11.7%加碼歷史
IDXXIDEXX Laboratories IncCOM459$19.3 萬<0.1%+6+1.3%加碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP2,807$19.2 萬<0.1%−786−21.9%減碼–
UALUnited Airlines Holdings, Inc.COM2,784$19.2 萬<0.1%−918−24.8%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,466$19.2 萬<0.1%+218+17.5%加碼–
iShares Tr46435G672CORE INTL AGGR3,815$19.1 萬<0.1%−1,887−33.1%減碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$19.0 萬<0.1%00.0%不變–
COOPMaverick Merger Sub 2, LLCCOM1,586$19.0 萬<0.1%+534+50.8%加碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,105$18.9 萬<0.1%−67−3.1%減碼歷史
WECWec Energy Group, Inc.Stock1,737$18.9 萬<0.1%+670+62.8%加碼歷史
KRKroger CoStock2,793$18.9 萬<0.1%+651+30.4%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,470$18.9 萬<0.1%−382−4.9%減碼–
Timothy Plan887432284US LARGE MID CP7,434$18.9 萬<0.1%−142−1.9%減碼–
SPDR Series Trust78468R739ST NUVE TERM ETF3,954$18.8 萬<0.1%+7+0.2%加碼–
PHGKoninklijke Philips NVNY REGIS SHS NEW7,389$18.8 萬<0.1%+977+15.2%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF2,686$18.8 萬<0.1%−3,250−54.8%減碼–
YUMYum Brands IncStock1,183$18.6 萬<0.1%+222+23.1%加碼歷史
TRMBTrimble Inc.COM2,824$18.5 萬<0.1%+563+24.9%加碼歷史
ORIOld Republic International CorpCOM4,682$18.4 萬<0.1%+693+17.4%加碼歷史
First Tr Exchange-Traded FD33734H106SHS4,118$18.4 萬<0.1%+2,658+182.1%加碼–
BRBroadridge Financial Solutions, Inc.Stock756$18.3 萬<0.1%+34+4.7%加碼歷史
RBB FD Inc74933W452F/M US TREASURY3,616$18.1 萬<0.1%+84+2.4%加碼–
TELTE Connectivity plcStock1,278$18.1 萬<0.1%+337+35.8%加碼歷史
VTRVentas, Inc.REIT2,617$18.0 萬<0.1%−2,650−50.3%減碼歷史
Kraneshares Trust500767306CSI CHI INTERNET5,105$17.8 萬<0.1%−400−7.3%減碼–
ITGartner IncCOM423$17.8 萬<0.1%−1−0.2%減碼歷史
ESIElement Solutions IncCOM7,826$17.7 萬<0.1%+2,177+38.5%加碼歷史
CTSHCognizant Technology Solutions CorpCL A2,307$17.7 萬<0.1%+405+21.3%加碼歷史
ABNBAirbnb, Inc.Stock1,474$17.6 萬<0.1%+594+67.5%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