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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
MNSTMonster Beverage CorpCOM2,309$13.5 萬<0.1%+854+58.7%加碼歷史
SNYSanofiSPONSORED ADR2,426$13.5 萬<0.1%−491−16.8%減碼歷史
GVAGranite Construction IncCOM1,784$13.5 萬<0.1%−9−0.5%減碼歷史
KDPKeurig Dr Pepper Inc.COM3,911$13.4 萬<0.1%+1,813+86.4%加碼歷史
SANBanco Santander, S.A.ADR19,955$13.4 萬<0.1%+2,303+13.0%加碼歷史
IEXIdex CorpCOM739$13.4 萬<0.1%+149+25.3%加碼歷史
ProShares Ultrapro Short S&P50074349Y845ETF5,225$13.3 萬<0.1%+5,225新進–
LOGILogitech International S.A.SHS1,573$13.3 萬<0.1%+79+5.3%加碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.2 萬<0.1%00.0%不變歷史
MCHPMicrochip Technology IncStock2,725$13.2 萬<0.1%−263−8.8%減碼歷史
TGTTarget CorpStock1,259$13.1 萬<0.1%+6+0.5%加碼歷史
DOWDow Inc.Stock3,750$13.1 萬<0.1%−4−0.1%減碼歷史
NGGNational Grid PLCSPONSORED ADR NE1,995$13.1 萬<0.1%+1,014+103.4%加碼歷史
MOHMolina Healthcare, Inc.COM397$13.1 萬<0.1%+201+102.6%加碼歷史
OPRAOpera LtdSPONSORED ADS8,175$13.0 萬<0.1%+175+2.2%加碼歷史
WDCWestern Digital CorpCOM3,214$13.0 萬<0.1%+795+32.9%加碼歷史
DOCHealthpeak Properties, Inc.COM6,412$13.0 萬<0.1%+1,137+21.6%加碼歷史
ProShares Tr74347R107PSHS ULT S&P 5001,557$12.9 萬<0.1%−1,268−44.9%減碼–
NTAPNetApp, Inc.Stock1,462$12.8 萬<0.1%−180−11.0%減碼歷史
KEPKorea Electric Power CorpSPONSORED ADR17,281$12.8 萬<0.1%+9,192+113.6%加碼歷史
CBRECbre Group, Inc.CL A970$12.7 萬<0.1%+286+41.8%加碼歷史
FTAIFTAI Aviation Ltd.SHS1,142$12.7 萬<0.1%−1,372−54.6%減碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR2,326$12.7 萬<0.1%−4,972−68.1%減碼歷史
RMDResmed IncCOM564$12.6 萬<0.1%+157+38.6%加碼歷史
IBOCInternational Bancshares CorpCOM2,000$12.6 萬<0.1%+2,000新進歷史
IIIVi3 Verticals, Inc.COM CL A5,091$12.6 萬<0.1%−179,020−97.2%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,534$12.5 萬<0.1%00.0%不變–
AXSAxis Capital Holdings LtdSHS1,249$12.5 萬<0.1%+578+86.1%加碼歷史
EXELExelixis, Inc.COM3,389$12.5 萬<0.1%+120+3.7%加碼歷史
GNRCGenerac Holdings Inc.Stock988$12.5 萬<0.1%−30−2.9%減碼歷史
KKellanovaStock1,516$12.5 萬<0.1%+270+21.7%加碼歷史
NLYAnnaly Capital Management IncREIT6,124$12.4 萬<0.1%+285+4.9%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A67$12.4 萬<0.1%+19+39.6%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,367$12.4 萬<0.1%+496+26.5%加碼歷史
Schwab Strategic Tr808524680LONG TERM US3,772$12.4 萬<0.1%00.0%不變–
ATOAtmos Energy CorpCOM796$12.3 萬<0.1%+551+224.9%加碼歷史
CPTCamden Property TrustREIT1,007$12.3 萬<0.1%−1,706−62.9%減碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM455$12.3 萬<0.1%+39+9.4%加碼歷史
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$12.2 萬<0.1%00.0%不變–
ARMKAramarkCOM3,542$12.2 萬<0.1%+3,190+906.3%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,025$12.1 萬<0.1%+200+24.2%加碼歷史
DELLDell Technologies Inc.Stock1,327$12.1 萬<0.1%+891+204.4%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR31,495$12.0 萬<0.1%+10,258+48.3%加碼歷史
EVRGEvergy, Inc.Stock1,736$12.0 萬<0.1%+1,257+262.4%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR7,738$12.0 萬<0.1%−8,580−52.6%減碼歷史
CBOECboe Global Markets, Inc.COM527$11.9 萬<0.1%+225+74.5%加碼歷史
KBHKB HomeCOM2,048$11.9 萬<0.1%+53+2.7%加碼歷史
Timothy Plan887432276HIGH DIVIDEND4,637$11.9 萬<0.1%−128−2.7%減碼–
Pacer Trendpilot 100 ETF69374H303ETF1,672$11.9 萬<0.1%+18+1.1%加碼–
SPBSpectrum Brands Holdings, Inc.COM1,659$11.9 萬<0.1%+169+11.3%加碼歷史
AGNCAGNC Investment Corp.REIT12,354$11.8 萬<0.1%+2,405+24.2%加碼歷史
HUBBHubbell IncCOM357$11.8 萬<0.1%+54+17.8%加碼歷史
INGING Groep NVSPONSORED ADR5,950$11.7 萬<0.1%−8,029−57.4%減碼歷史
TRPTC Energy CorpCOM2,463$11.6 萬<0.1%+334+15.7%加碼歷史
DNPDNP Select Income Fund IncCOM11,745$11.6 萬<0.1%−250−2.1%減碼歷史
CPACopa Holdings, S.A.CL A1,249$11.5 萬<0.1%+258+26.0%加碼歷史
PSOPearson PLCSPONSORED ADR7,185$11.5 萬<0.1%+378+5.6%加碼歷史
NWSANews CorpCL A4,219$11.5 萬<0.1%+1,077+34.3%加碼歷史
FEFirstenergy CorpCOM2,839$11.5 萬<0.1%+732+34.7%加碼歷史
AVBAvalonbay Communities IncCOM529$11.4 萬<0.1%−1,227−69.9%減碼歷史
Schwab International Equity ETF808524805ETF5,735$11.3 萬<0.1%+881+18.1%加碼–
PNWPinnacle West Capital CorpCOM1,190$11.3 萬<0.1%+425+55.6%加碼歷史
TKOTKO Group Holdings, Inc.CL A739$11.3 萬<0.1%+39+5.6%加碼歷史
STLDSteel Dynamics IncCOM898$11.2 萬<0.1%+162+22.0%加碼歷史
GILGildan Activewear Inc.Stock2,539$11.2 萬<0.1%+85+3.5%加碼歷史
AMAntero Midstream CorpStock6,233$11.2 萬<0.1%+1,473+30.9%加碼歷史
NXPINXP Semiconductors N.V.COM590$11.2 萬<0.1%+112+23.4%加碼歷史
IDAIdacorp IncCOM962$11.2 萬<0.1%+237+32.7%加碼歷史
Ea Series Trust02072L680STRIVE 500 ETF3,098$11.2 萬<0.1%00.0%不變–
INCYIncyte CorpCOM1,842$11.2 萬<0.1%+567+44.5%加碼歷史
LUVSouthwest Airlines CoCOM3,282$11.0 萬<0.1%−16−0.5%減碼歷史
PRAProassurance CorpCOM4,719$11.0 萬<0.1%+43+0.9%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR5,172$11.0 萬<0.1%+1,357+35.6%加碼歷史
KTKT CorpSPONSORED ADR6,208$11.0 萬<0.1%−7,281−54.0%減碼歷史
SNVSynovus Financial CorpCOM NEW2,350$11.0 萬<0.1%+584+33.1%加碼歷史
CHKPCheck Point Software Technologies LtdORD481$11.0 萬<0.1%−607−55.8%減碼歷史
SUNSunoco LPCOM UT REP LP1,884$10.9 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF2,284$10.9 萬<0.1%−3−0.1%減碼–
Pacer FDS Tr69374H634AMERICAN ENERGY2,658$10.9 萬<0.1%+57+2.2%加碼–
WisdomTree Tr97717W505US MIDCAP DIVID2,199$10.9 萬<0.1%+389+21.5%加碼–
iShares Tr46435G268RUSEL 2500 ETF1,723$10.8 萬<0.1%+4+0.2%加碼–
ANSSAnsys IncCOM338$10.7 萬<0.1%−133−28.2%減碼歷史
STXSeagate Technology Holdings plcORD SHS1,258$10.7 萬<0.1%+199+18.8%加碼歷史
TRIThomson Reuters CorpCOM NO PAR614$10.6 萬<0.1%+253+70.1%加碼歷史
EXPEExpedia Group, Inc.Stock630$10.6 萬<0.1%+358+131.6%加碼歷史
iShares Core S&P US Value ETF464287663ETF1,147$10.6 萬<0.1%+180+18.6%加碼–
AEEAmeren CorpCOM1,050$10.5 萬<0.1%+383+57.4%加碼歷史
CACCCredit Acceptance CorpCOM204$10.5 萬<0.1%−2,626−92.8%減碼歷史
MAAMid America Apartment Communities Inc.COM628$10.5 萬<0.1%+227+56.6%加碼歷史
HOODRobinhood Markets, Inc.Stock2,515$10.5 萬<0.1%+1,108+78.7%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A2,311$10.4 萬<0.1%+179+8.4%加碼歷史
SBACSba Communications CorpCL A474$10.4 萬<0.1%−619−56.6%減碼歷史
EXEExpand Energy CorpCOM929$10.3 萬<0.1%−62−6.3%減碼歷史
GPCGenuine Parts CoStock868$10.3 萬<0.1%+290+50.2%加碼歷史
EXPDExpeditors International of Washington IncCOM858$10.3 萬<0.1%−6,578−88.5%減碼歷史
PPLPPL CorpCOM2,847$10.3 萬<0.1%+775+37.4%加碼歷史
WUWestern Union COStock9,716$10.3 萬<0.1%−9,962−50.6%減碼歷史
iShares Tr46434V4070-5YR HI YL CP2,417$10.3 萬<0.1%−59−2.4%減碼–
DBDeutsche Bank AktiengesellschaftNAMEN AKT4,305$10.3 萬<0.1%+1,149+36.4%加碼歷史
ULUnilever PLCSPON ADR NEW1,720$10.2 萬<0.1%−15−0.9%減碼歷史

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