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Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
4,241
較 2025 年第 1 季 +232
總值
$22.1 億
較 2025 年第 1 季 +$3.93 億 (+21.6%)
申報日
2025/8/13
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HCWCHost Digital Inc.CL A1$00.0%+1新進歷史
TXMDTherapeuticsMD, Inc.COM NEW1$1<0.1%00.0%不變歷史
NOVASunnova Energy International Inc.COM1,822$1<0.1%+1,313+258.0%加碼歷史
WKHSWorkhorse Group Inc.COM NEW1$1<0.1%−2−66.7%減碼歷史
BOLDBoundless Bio, Inc.COM2$2<0.1%−1−33.3%減碼歷史
OBIOOrchestra BioMed Holdings, Inc.COM1$3<0.1%−4−80.0%減碼歷史
Verde Clean Fuels, Inc.15130M102CLASS A ORD SHS1$3<0.1%−10−90.9%減碼–
CAMPCamp4 Therapeutics CorpCOM3$4<0.1%−13−81.3%減碼歷史
Xinyuan Real Estate Co Ltd98417P105SPONS ADR2$4<0.1%+2新進–
TRVITrevi Therapeutics, Inc.COM1$5<0.1%−9−90.0%減碼歷史
RDZNRoadzen Inc.ORD SHS6$6<0.1%−9−60.0%減碼歷史
COGTCogent Biosciences, Inc.COM1$7<0.1%−18−94.7%減碼歷史
DXLGDestination XL Group, Inc.COM7$8<0.1%−37−84.1%減碼歷史
FSPFranklin Street Properties CorpCOM5$8<0.1%−657−99.2%減碼歷史
OVIDOvid Therapeutics Inc.COM24$8<0.1%+7+41.2%加碼歷史
ILAGIntelligent Living Application Group Inc.ORD SHS15$8<0.1%+15新進歷史
LYELLyell Immunopharma, Inc.COM NEW1$9<0.1%−4−81.1%減碼依 1 比 20 拆股換算歷史
QIPTQuipt Home Medical Corp.COM5$9<0.1%−3−37.5%減碼歷史
BLFYBlue Foundry BancorpCOM1$10<0.1%+1新進歷史
CANCanaan Inc.SPONSORED ADS17$11<0.1%+17新進歷史
TUSKMammoth Energy Services, Inc.COM4$11<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW1$11<0.1%+1新進歷史
MBAIMBody AI Ltd.SHS15$12<0.1%+15新進歷史
DSPViant Technology Inc.COM CL A1$13<0.1%+1新進歷史
USCBUscb Financial Holdings, Inc.CLASS A COM1$17<0.1%00.0%不變歷史
HQIHireQuest, Inc.COM2$20<0.1%+2新進歷史
CLLSCellectis S.A.SPON ADS13$20<0.1%00.0%不變歷史
OCSLOaktree Specialty Lending CorpCOM2$21<0.1%+2新進歷史
ELEVElevation Acquisition Group Inc.COM56$21<0.1%+37+194.7%加碼歷史
SCWO374Water Inc.Common Stock72$23<0.1%−49−40.5%減碼歷史
PLRXPliant Therapeutics, Inc.COM21$24<0.1%−41−66.1%減碼歷史
BRCCBRC Inc.COM CL A19$25<0.1%−103−84.4%減碼歷史
FMAOFarmers & Merchants Bancorp IncCOM1$25<0.1%00.0%不變歷史
VRCAVerrica Pharmaceuticals Inc.COM SHS49$26<0.1%+49新進歷史
VERUVeru Inc.COM44$26<0.1%+18+69.2%加碼歷史
iShares Tr46432F859CORE 1 5 YR USD1$28<0.1%00.0%不變–
OPFIOppFi Inc.COM CL A2$28<0.1%−11−84.6%減碼歷史
EGANEGAIN CorpCOM NEW5$31<0.1%+5新進歷史
VHIValhi IncCOM2$32<0.1%+1+100.0%加碼歷史
TTSHTile Shop Holdings, Inc.COM5$32<0.1%+5新進歷史
VERVVerve Therapeutics, Inc.COM3$34<0.1%−519−99.4%減碼歷史
BIOABioAge Labs, Inc.COM9$37<0.1%−27−75.0%減碼歷史
PVBCProvident Bancorp, Inc.COM NEW3$37<0.1%00.0%不變歷史
STRSStratus Properties IncCOM NEW2$38<0.1%00.0%不變歷史
PPBTPurple Biotech Ltd.SPONSORED ADS16$38<0.1%+16新進歷史
TLYSTilly's, Inc.CL A29$40<0.1%+29新進歷史
EPMEvolution Petroleum CorpCOM9$42<0.1%−2,307−99.6%減碼歷史
CTNMContineum Therapeutics, Inc.CL A11$44<0.1%+3+37.5%加碼歷史
NCNacco Industries IncCL A1$44<0.1%+1新進歷史
XFORX4 Pharmaceuticals, IncCOM NEW23$44<0.1%+22+2,200.0%加碼依 1 比 30 拆股換算歷史
SVRASavara IncCOM20$46<0.1%−54−73.0%減碼歷史
AIRJAirJoule Technologies Corp.CL A10$46<0.1%+10新進歷史
TRDAEntrada Therapeutics, Inc.COM7$47<0.1%+7新進歷史
HTZWWHertz Global Holdings, IncCommon Stock13$47<0.1%00.0%不變歷史
LVOLiveOne, Inc.COMMON STOCK63$48<0.1%+10+18.9%加碼歷史
MDXGMimedx Group, Inc.COM8$49<0.1%+8新進歷史
NVANova Minerals CorpADS4$50<0.1%+4新進歷史
CDTCDT Equity Inc.COM18$50<0.1%+18新進歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF1$51<0.1%00.0%不變–
iShares Global Clean Energy ETF464288224ETF4$52<0.1%−137−97.2%減碼–
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$53<0.1%00.0%不變歷史
LVWRLiveWire Group, Inc.COM12$55<0.1%−22−64.7%減碼歷史
MLPMaui Land & Pineapple Co IncCOM3$55<0.1%+2+200.0%加碼歷史
OLMAOlema Pharmaceuticals, Inc.COM13$55<0.1%+4+44.4%加碼歷史
MAXNQMaxeon Solar Technologies, Ltd.Stock18$55<0.1%+17+1,700.0%加碼歷史
GOCOGoHealth, Inc.CL A NEW10$56<0.1%−5−33.3%減碼歷史
MGNXMacrogenics IncCOM47$57<0.1%−18−27.7%減碼歷史
TELOTelomir Pharmaceuticals, Inc.COM46$58<0.1%−42−47.7%減碼歷史
SLNSilence Therapeutics plcADS10$58<0.1%+10新進歷史
CWBCCommunity West BancsharesCOM3$59<0.1%+3新進歷史
DTIDrilling Tools International CorpCOM21$60<0.1%−6−22.2%減碼歷史
ABVXAbivax S.A.SPONSORED ADS8$61<0.1%+8新進歷史
SSTSystem1, Inc.CL A COM11$61<0.1%−2−15.4%減碼依 1 比 10 拆股換算歷史
OESXOrion Energy Systems, Inc.COM100$61<0.1%00.0%不變歷史
BYRNByrna Technologies Inc.COM NEW2$62<0.1%+2新進歷史
CABACabaletta Bio, Inc.COM41$62<0.1%−49−54.4%減碼歷史
CLYMClimb Bio, Inc.COM51$63<0.1%+42+466.7%加碼歷史
NRGVEnergy Vault Holdings, Inc.COM89$64<0.1%−250−73.7%減碼歷史
BTBTBit Digital, IncSHS29$64<0.1%−210−87.9%減碼歷史
DLHCDLH Holdings Corp.COM11$64<0.1%+9+450.0%加碼歷史
ULYXUrgent.ly Inc.COM10$64<0.1%+10新進歷史
AVAHAveanna Healthcare Holdings, Inc.COM13$68<0.1%00.0%不變歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1$69<0.1%00.0%不變–
NXHNeighborhood Intelligence, Inc.COM10$69<0.1%−83−89.2%減碼歷史
RILYBRC Group Holdings, Inc.COM24$70<0.1%−58−70.7%減碼歷史
JBIOJade Biosciences, Inc.COM NEW7$70<0.1%+7新進歷史
ARLAmerican Realty Investors IncCOM5$71<0.1%+5新進歷史
FVCBFVCBankcorp, Inc.COM6$71<0.1%+6新進歷史
IMNMImmunome Inc.COM8$74<0.1%−61−88.4%減碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH1$75<0.1%00.0%不變–
AOMRAngel Oak Mortgage REIT, Inc.COM8$75<0.1%−118−93.7%減碼歷史
FBLGFibroBiologics, Inc.COM SHS122$76<0.1%−32−20.8%減碼歷史
BRTBRT Apartments Corp.COM5$78<0.1%−3−37.5%減碼歷史
IVVDInvivyd, Inc.COM109$78<0.1%−513−82.5%減碼歷史
VALUValue Line IncCOM2$78<0.1%00.0%不變歷史
TRAKReposiTrak, Inc.COM NEW4$79<0.1%−7−63.6%減碼歷史
INOInovio Pharmaceuticals, Inc.COM SHS40$81<0.1%−156−79.6%減碼歷史
REAXReal REMAX Group Inc.COM NEW18$81<0.1%−148−89.2%減碼歷史
KODKodiak Sciences Inc.COM22$82<0.1%00.0%不變歷史
NKSHNational Bankshares IncCOM3$82<0.1%+1+50.0%加碼歷史

選擇權（8 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 2 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$197.7 萬–
Oracle Corp Put Opt7389689NLStock$19.7 萬–
Occidental Pete Corp CLL Opt7224939RRStock–$12.6 萬
Flagstar Financial Inc CLL Opt7503429OIStock–$10.5 萬
Energy Transfer L P CLL Opt7419209TPStock–$9.97 萬
Coreweave Inc CLL Opt7909339WUStock–$8.15 萬
Coinbase Global Inc Put Opt7647409FBStock$7.01 萬–
Alphabet Inc Cap STK6951179OIStock–$3.52 萬

2025 年第 1 季之後清倉（177 檔）

2025 年第 1 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 177 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
State Street SPDR S&P Regional Banking ETF78464A698ETF48,384$275.1 萬0.2%–
BERYBerry Global Group, Inc.COM25,657$179.1 萬0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF6,585$99.4 萬0.1%–
Direxion Shs ETF Tr25460G195DL FTSE BULL 3X12,915$53.6 萬<0.1%–
DFSDiscover Financial ServicesCOM2,292$39.1 萬<0.1%歷史
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$34.9 萬<0.1%–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,093$30.5 萬<0.1%–
JGHNuveen Global High Income FundSHS12,765$16.7 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF1,500$15.8 萬<0.1%–
Fidelity Covington Trust316092352BLUE CHIP GRWTH3,557$14.2 萬<0.1%–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY1,336$12.2 萬<0.1%–
Ea Series Trust02072L680STRIVE 500 ETF3,098$11.2 萬<0.1%–
iShares Tr46435G268RUSEL 2500 ETF1,723$10.8 萬<0.1%–
iShares Tr46434V4070-5YR HI YL CP2,417$10.3 萬<0.1%–
WisdomTree Tr97717X669US QTLY DIV GRT1,217$9.72 萬<0.1%–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$6.57 萬<0.1%–
ITCIIntra-Cellular Therapies, Inc.COM428$5.65 萬<0.1%歷史
Barrick Gold Corp067901108COM2,473$4.81 萬<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD956$4.18 萬<0.1%–
Veren Inc92340V107COM NEW6,156$4.08 萬<0.1%–
Tidal ETF Tr88634T824II YIELDMAX COIN OP5,075$3.89 萬<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF1,505$3.79 萬<0.1%–
MKZRMacKenzie Realty Capital, Inc.COM21,446$3.22 萬<0.1%歷史
JWNNordstrom IncStock1,126$2.75 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$2.41 萬<0.1%–
BECNQxo Building Products, Inc.COM151$1.87 萬<0.1%歷史
iShares Tr464287770U.S. FIN SVC ETF232$1.82 萬<0.1%–
ProShares Tr74347R842PSHS ULTRUSS2000535$1.79 萬<0.1%–
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$1.69 萬<0.1%–
WisdomTree Tr97717W604US SMALLCAP DIVD456$1.46 萬<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF226$1.42 萬<0.1%–
EQCEQC Liquidating TrustCOM SH BEN INT7,813$1.26 萬<0.1%歷史
Unified Ser Tr90470L295ONEA ENH SMA ETF406$1.00 萬<0.1%–
PYCRPaycor HCM, Inc.COM386$8,661<0.1%歷史
iShares Tr46435U366SELF DRIVNG EV283$8,272<0.1%–
XUnited States Steel CorpCOM190$8,030<0.1%歷史
PTVEPactiv Evergreen Inc.COM391$7,042<0.1%歷史
PDCOPatterson Companies, Inc.COM207$6,466<0.1%歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT131$6,440<0.1%–
iShares Tr46434V639CUR HD EURZN ETF164$6,391<0.1%–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$6,029<0.1%–
SASRSandy Spring Bancorp IncCOM208$5,813<0.1%歷史
SPDR Series Trust78464A516ST INTL BBG ETF259$5,652<0.1%–
OPENOpendoor Technologies Inc.COM5,205$5,309<0.1%歷史
Alps ETF Tr00162Q858SECTR DIV DOGS84$4,880<0.1%–
iShares Tr464287184CHINA LG-CAP ETF135$4,838<0.1%–
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4,361<0.1%–
ATSGAir Transport Services Group, Inc.COM187$4,196<0.1%歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG526$4,182<0.1%歷史
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$4,033<0.1%–
Amplify Blockchain Technology ETF032108607ETF108$3,983<0.1%–
Listed FD Tr53656F474TRUESHARES LW VO117$3,976<0.1%–
KRNTKornit Digital Ltd.SHS203$3,873<0.1%歷史
Despegar Com CorpG27358103ORD SHS202$3,796<0.1%–
PRTAProthena Corp Public Ltd CoSHS304$3,762<0.1%歷史
Tidal Trust I886364231FUND GRAN US ETF200$3,635<0.1%–
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF400$3,516<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF61$3,328<0.1%–
NFENew Fortress Energy Inc.COM CL A389$3,232<0.1%歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3,231<0.1%–
VOXXVOXX International CorpCL A425$3,188<0.1%歷史
ACCDAccolade, Inc.COM426$2,974<0.1%歷史
IMCRImmunocore Holdings plcADS96$2,848<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM357$2,817<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A4,621$2,796<0.1%歷史
PENGPenguin Solutions, Inc.SHS150$2,606<0.1%歷史
iShares Tr46436E403MSCI US GARP ETF50$2,551<0.1%–
MLMoneylion Inc.COMM STK29$2,509<0.1%歷史
SPDR Ser Tr78468R689S&P KENSHO SMART97$2,504<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF100$2,033<0.1%–
WOLFWolfspeed, Inc.Stock615$1,882<0.1%歷史
LULufax Holding LtdADS REP SHS CL A604$1,794<0.1%歷史
MTLSMaterialise NVSPONSORED ADS341$1,678<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1,643<0.1%–
NNENano Nuclear Energy Inc.COM59$1,561<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF75$1,557<0.1%–
Dada Nexus Ltd23344D108ADS841$1,556<0.1%–
TBRGTruBridge, Inc.COM56$1,541<0.1%歷史
AGYSAgilysys IncCOM20$1,451<0.1%歷史
RIGLRigel Pharmaceuticals IncCOM NEW79$1,421<0.1%歷史
SILASila Realty Trust, Inc.COMMON STOCK51$1,362<0.1%歷史
LAZRQLuminar Technologies, Inc.COM NEW CL A244$1,315<0.1%歷史
FLICFirst of Long Island CorpCOM106$1,309<0.1%歷史
SAILSailPoint, Inc.COM69$1,294<0.1%歷史
PLYAPlaya Hotels & Resorts N.V.SHS96$1,280<0.1%歷史
HEESH&E Equipment Services, Inc.COM13$1,232<0.1%歷史
PDSPrecision Drilling CorpCOM NEW26$1,212<0.1%歷史
PLPlanet Labs PBCCOM CL A338$1,142<0.1%歷史
ALLOAllogene Therapeutics, Inc.COM774$1,130<0.1%歷史
CHMICherry Hill Mortgage Investment CorpCOM333$1,099<0.1%歷史
IRENIREN LtdORDINARY SHARES180$1,096<0.1%歷史
ORGOOrganogenesis Holdings Inc.COM252$1,089<0.1%歷史
AMPSAltus Power, Inc.COM CL A209$1,035<0.1%歷史
VIVOVivoPower PLCSHS NEW255$1,020<0.1%歷史
ADEAAdeia Inc.COM75$992<0.1%歷史
UFIUnifi IncCOM NEW200$962<0.1%歷史
iShares Tr464288752US HOME CONS ETF10$954<0.1%–
Azul S A05501U106SPONSR ADR PFD571$937<0.1%–
LGTYLogility Supply Chain Solutions, IncCL A64$913<0.1%歷史
PNRGPrimeenergy Resources CorpCOM4$912<0.1%歷史