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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
URIUnited Rentals, Inc.COM280$17.6 萬<0.1%+57+25.6%加碼歷史
CFGCitizens Financial Group IncCOM4,291$17.6 萬<0.1%+658+18.1%加碼歷史
MTBM&T Bank CorpCOM982$17.5 萬<0.1%−73−6.9%減碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT2,463$17.5 萬<0.1%+648+35.7%加碼–
BKHBlack Hills CorpCOM2,880$17.5 萬<0.1%−39−1.3%減碼歷史
EAElectronic Arts Inc.COM1,207$17.4 萬<0.1%−78−6.1%減碼歷史
VanEck ETF Trust92189F528VANECK SHRT MUNI10,180$17.4 萬<0.1%+10,180新進–
KVUEKenvue Inc.Stock7,255$17.4 萬<0.1%+2,233+44.5%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A5,527$17.2 萬<0.1%+1,415+34.4%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT3,273$17.2 萬<0.1%00.0%不變–
VEEVVeeva Systems IncStock742$17.2 萬<0.1%−392−34.6%減碼歷史
ENTGEntegris IncCOM1,961$17.2 萬<0.1%+513+35.4%加碼歷史
TSNTyson Foods, Inc.Stock2,687$17.1 萬<0.1%+791+41.7%加碼歷史
TWLOTwilio IncCL A1,748$17.1 萬<0.1%+28+1.6%加碼歷史
ONOn Semiconductor CorpStock4,197$17.1 萬<0.1%+485+13.1%加碼歷史
RIORio Tinto PLCADR2,820$16.9 萬<0.1%+262+10.2%加碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E6,557$16.9 萬<0.1%−21,813−76.9%減碼–
HESHess CorpStock1,056$16.9 萬<0.1%+258+32.3%加碼歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,753$16.8 萬<0.1%+1,753新進–
DALDelta Air Lines, Inc.COM NEW3,852$16.8 萬<0.1%−1,004−20.7%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF7,148$16.7 萬<0.1%00.0%不變–
SMGScotts Miracle-Gro CoStock3,043$16.7 萬<0.1%−85−2.7%減碼歷史
JGHNuveen Global High Income FundSHS12,765$16.7 萬<0.1%+196+1.6%加碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM3,116$16.6 萬<0.1%+529+20.4%加碼–
NINisource Inc.COM4,132$16.6 萬<0.1%+1,930+87.6%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF857$16.5 萬<0.1%+5+0.6%加碼–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,502$16.5 萬<0.1%−38−2.5%減碼–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,213$16.4 萬<0.1%−15−0.5%減碼–
GWWW.W. Grainger, Inc.Stock166$16.4 萬<0.1%+38+29.7%加碼歷史
IMOImperial Oil LtdCOM NEW2,266$16.4 萬<0.1%+254+12.6%加碼歷史
CCICrown Castle Inc.REIT1,570$16.4 萬<0.1%−1,261−44.5%減碼歷史
BAXBaxter International IncStock4,774$16.3 萬<0.1%−1,681−26.0%減碼歷史
DDDuPont de Nemours, Inc.COM2,186$16.3 萬<0.1%−751−25.6%減碼歷史
CFCF Industries Holdings, Inc.COM2,081$16.3 萬<0.1%+107+5.4%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS2,441$16.2 萬<0.1%−18−0.7%減碼歷史
HPEHewlett Packard Enterprise CoCOM10,450$16.1 萬<0.1%+3,126+42.7%加碼歷史
AAgilent Technologies, Inc.COM1,377$16.1 萬<0.1%+420+43.9%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,633$16.1 萬<0.1%−2,778−33.0%減碼–
EWEdwards Lifesciences CorpStock2,221$16.1 萬<0.1%+917+70.3%加碼歷史
LADLithia Motors IncCOM548$16.1 萬<0.1%+47+9.4%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock886$16.1 萬<0.1%+73+9.0%加碼歷史
FFord Motor CoStock15,993$16.0 萬<0.1%+2,011+14.4%加碼歷史
GPIGroup 1 Automotive IncCOM420$16.0 萬<0.1%+74+21.4%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,261$16.0 萬<0.1%−32−2.5%減碼–
HALOHalozyme Therapeutics, Inc.COM2,511$16.0 萬<0.1%+211+9.2%加碼歷史
ANAutonation, Inc.COM980$15.9 萬<0.1%+102+11.6%加碼歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,500$15.8 萬<0.1%+1,500新進–
CHTChunghwa Telecom Co LtdSPON ADR NEW114,017$15.8 萬<0.1%+370+10.1%加碼歷史
IRIngersoll Rand Inc.COM1,964$15.7 萬<0.1%+369+23.1%加碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,379$15.7 萬<0.1%+1,308+1,842.3%加碼–
ROKRockwell Automation, IncStock607$15.7 萬<0.1%+36+6.3%加碼歷史
EMEEMCOR Group, Inc.Stock423$15.6 萬<0.1%+9+2.2%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF714$15.6 萬<0.1%+491+220.2%加碼–
LWLamb Weston Holdings, Inc.Stock2,923$15.6 萬<0.1%+305+11.7%加碼歷史
PCARPaccar IncCOM1,600$15.6 萬<0.1%+750+88.2%加碼歷史
TTWOTake Two Interactive Software IncCOM751$15.6 萬<0.1%+164+27.9%加碼歷史
BCSBarclays PLCADR10,092$15.5 萬<0.1%−10,860−51.8%減碼歷史
ProShares Tr74347X831ULTRAPRO QQQ2,703$15.5 萬<0.1%−12,221−81.9%減碼–
iShares Tr46434V803HDG MSCI EAFE4,231$15.4 萬<0.1%+2,977+237.4%加碼–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS17,474$15.3 萬<0.1%−886−4.8%減碼歷史
ROSTRoss Stores, Inc.COM1,185$15.1 萬<0.1%+432+57.4%加碼歷史
EQHEquitable Holdings, Inc.COM2,904$15.1 萬<0.1%+148+5.4%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM2,296$15.1 萬<0.1%−2,452−51.6%減碼–
PIMCO ETF Tr72201R7830-5 HIGH YIELD1,611$15.1 萬<0.1%+995+161.5%加碼–
Schwab U.S. Broad Market ETF808524102ETF7,005$15.1 萬<0.1%00.0%不變–
CNCCentene CorpStock2,482$15.1 萬<0.1%+897+56.6%加碼歷史
EVREvercore Inc.CLASS A754$15.1 萬<0.1%+42+5.9%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,012$15.0 萬<0.1%00.0%不變–
MELIMercadolibre IncCOM77$15.0 萬<0.1%−68−46.9%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$14.9 萬<0.1%−198−9.9%減碼–
RBLXRoblox CorpStock2,564$14.9 萬<0.1%+1,595+164.6%加碼歷史
PSAPublic StorageCOM495$14.8 萬<0.1%−419−45.8%減碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,189$14.7 萬<0.1%−16−0.1%減碼歷史
VRNAVerona Pharma plcSPONSORED ADS2,286$14.5 萬<0.1%−3,872−62.9%減碼歷史
EGOEldorado Gold CorpCOM8,622$14.5 萬<0.1%−41−0.5%減碼歷史
EIXEdison InternationalStock2,460$14.5 萬<0.1%+1,494+154.7%加碼歷史
RSReliance, Inc.COM501$14.5 萬<0.1%+78+18.4%加碼歷史
DRIDarden Restaurants IncCOM690$14.3 萬<0.1%+369+115.0%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -2,025$14.3 萬<0.1%+1,045+106.6%加碼歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW900$14.2 萬<0.1%+865+2,471.4%加碼–
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$14.2 萬<0.1%00.0%不變–
Fidelity Covington Trust316092352BLUE CHIP GRWTH3,557$14.2 萬<0.1%+3,557新進–
HMCHonda Motor Co LtdADR ECH CNV IN 35,195$14.1 萬<0.1%+1,084+26.4%加碼歷史
NEMNEWMONT CorpStock2,918$14.1 萬<0.1%+1,377+89.4%加碼歷史
EMBJEmbraer S.A.ADR3,038$14.0 萬<0.1%−5,932−66.1%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY3,536$14.0 萬<0.1%−457−11.4%減碼–
CVNACarvana Co.CL A671$14.0 萬<0.1%+245+57.5%加碼歷史
LLoews CorpCOM1,519$14.0 萬<0.1%+361+31.2%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR3,342$13.8 萬<0.1%−2,133−39.0%減碼歷史
VRTVertiv Holdings CoCOM CL A1,908$13.8 萬<0.1%+489+34.5%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS14,703$13.7 萬<0.1%00.0%不變歷史
HMYHarmony Gold Mining Co LtdADR9,236$13.6 萬<0.1%−15,142−62.1%減碼歷史
ZSZscaler, Inc.Stock687$13.6 萬<0.1%+252+57.9%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock1,204$13.6 萬<0.1%−914−43.2%減碼歷史
iShares Tr46434V282U S EQUITY FACTR2,352$13.6 萬<0.1%+6+0.3%加碼–
iShares Tr46434V787YLD OPTIM BD6,065$13.6 萬<0.1%+11+0.2%加碼–
AGNTAGNT, Inc.COM13,895$13.6 萬<0.1%+2,355+20.4%加碼歷史
BIIBBiogen Inc.COM992$13.6 萬<0.1%−456−31.5%減碼歷史
SSBSouthState Bank CorpCOM1,458$13.5 萬<0.1%+144+11.0%加碼歷史
Listed FDS Tr53656F599SWAN HEDGED EQTY6,177$13.5 萬<0.1%+6,177新進–

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