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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
WALDWaldencast plcCOMMON STOCK1,229$3,011<0.1%+1,216+9,353.8%加碼歷史
SMTCSemtech CorpStock67$3,025<0.1%−12−15.2%減碼歷史
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3,034<0.1%+20+20.6%加碼–
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT671$3,053<0.1%+542+420.2%加碼歷史
AMTBAmerant Bancorp Inc.CL A168$3,064<0.1%+73+76.8%加碼歷史
GPROGoPro, Inc.CL A4,046$3,064<0.1%+950+30.7%加碼歷史
TBLATaboola.com Ltd.ORD SHS838$3,067<0.1%+610+267.5%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF111$3,071<0.1%00.0%不變–
MSEXMiddlesex Water CoCOM57$3,088<0.1%−17−23.0%減碼歷史
SVCService Properties TrustCOM SH BEN INT1,294$3,093<0.1%−1,670−56.3%減碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3,099<0.1%+31+18.8%加碼–
ERASErasca, Inc.COM2,442$3,101<0.1%+927+61.2%加碼歷史
FVRRFiverr International Ltd.ORD SHS106$3,109<0.1%00.0%不變歷史
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS1,160$3,132<0.1%+1,160新進歷史
iShares Tr46435G334MSCI UK ETF NEW79$3,138<0.1%00.0%不變–
TNDMTandem Diabetes Care IncCOM NEW169$3,150<0.1%+130+333.3%加碼歷史
ATMUAtmus Filtration Technologies Inc.COM87$3,168<0.1%−243−73.6%減碼歷史
TBPHTheravance Biopharma, Inc.COM288$3,177<0.1%+246+585.7%加碼歷史
LYRALyra Therapeutics, Inc.COM NEW358$3,207<0.1%+351+5,118.7%加碼依 1 比 50 拆股換算歷史
BKVBKV CorpCOM133$3,208<0.1%+108+432.0%加碼歷史
Iclick Interactive Asia Grou45113Y104SPONSORED ADR291$3,210<0.1%+291新進–
TKLFTokyo Lifestyle Co., Ltd.SPONSORED ADS865$3,226<0.1%+865新進歷史
JANXJanux Therapeutics, Inc.COM140$3,234<0.1%+35+33.3%加碼歷史
INSPInspire Medical Systems, Inc.COM25$3,244<0.1%−51−67.1%減碼歷史
MLCOMelco Resorts & Entertainment LTDADR449$3,246<0.1%−256−36.3%減碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF14$3,248<0.1%−20−58.8%減碼–
NMFCNew Mountain Finance CorpCOM308$3,249<0.1%00.0%不變歷史
CARSCars.com Inc.COM275$3,259<0.1%+41+17.5%加碼歷史
WisdomTree Tr97717W315EMER MKT HIGH FD72$3,261<0.1%00.0%不變–
SFSTSouthern First Bancshares IncCOM86$3,270<0.1%+12+16.2%加碼歷史
Matthews Asia FDS577125818EMER MKTS EQUITY101$3,283<0.1%00.0%不變–
Pgim ETF Tr69344A206ACTV HY BD ETF93$3,301<0.1%+92+9,200.0%加碼–
NVECNve CorpCOM NEW45$3,312<0.1%+45新進歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,341<0.1%00.0%不變–
DHDefinitive Healthcare Corp.CLASS A COM858$3,346<0.1%+644+300.9%加碼歷史
FRHCFreedom Holding Corp.COM23$3,358<0.1%−7−23.3%減碼歷史
PRMEPrime Medicine, Inc.COM1,362$3,364<0.1%+350+34.6%加碼歷史
WNEBWestern New England Bancorp, Inc.COM365$3,369<0.1%00.0%不變歷史
INMDInMode Ltd.SHS234$3,379<0.1%−175−42.8%減碼歷史
SNBRQSleep Number CorpCOM502$3,391<0.1%+110+28.1%加碼歷史
UPBUpstream Bio, Inc.COM309$3,393<0.1%+174+128.9%加碼歷史
LITELumentum Holdings Inc.COM36$3,422<0.1%+27+300.0%加碼歷史
BHEBenchmark Electronics IncCOM89$3,456<0.1%−57−39.0%減碼歷史
AUPHAurinia Pharmaceuticals Inc.COM408$3,456<0.1%−251−38.1%減碼歷史
DENNDENNY'S CorpCOM847$3,473<0.1%+847新進歷史
CLDXCelldex Therapeutics, Inc.COM NEW171$3,480<0.1%−1,267−88.1%減碼歷史
INVXInnovex International, Inc.COM225$3,515<0.1%+67+42.4%加碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS982$3,515<0.1%+366+59.4%加碼歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS170$3,526<0.1%+170新進歷史
NXRTNexPoint Residential Trust, Inc.COM106$3,531<0.1%−16−13.1%減碼歷史
OPKOpko Health, Inc.COM2,677$3,534<0.1%+397+17.4%加碼歷史
EZPWEzcorp IncCL A NON VTG255$3,539<0.1%+103+67.8%加碼歷史
CRGXCARGO Therapeutics, Inc.COM862$3,551<0.1%+798+1,246.9%加碼歷史
AIRSAirsculpt Technologies, Inc.COM736$3,555<0.1%+705+2,274.2%加碼歷史
AUTLAutolus Therapeutics plcSPON ADS1,564$3,566<0.1%−4,548−74.4%減碼歷史
MQMarqeta, Inc.CLASS A COM613$3,574<0.1%+338+122.9%加碼歷史
STHOStar HoldingsSHS BEN INT459$3,585<0.1%+211+85.1%加碼歷史
iShares Tr464287796U.S. ENERGY ETF79$3,593<0.1%−29−26.9%減碼–
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,604<0.1%00.0%不變–
FMNBFarmers National Banc CorpCOM262$3,613<0.1%+250+2,083.3%加碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock176$3,645<0.1%00.0%不變–
VECOVeeco Instruments IncCOM181$3,678<0.1%+55+43.7%加碼歷史
ANGOAngiodynamics IncCOM371$3,680<0.1%+252+211.8%加碼歷史
AUDCAudiocodes LtdORD375$3,683<0.1%−235−38.5%減碼歷史
AEVAAeva Technologies, Inc.COM NEW98$3,703<0.1%+3+3.2%加碼歷史
CCOICogent Communications Holdings, Inc.COM NEW77$3,712<0.1%−46−37.4%減碼歷史
SPCEVirgin Galactic Holdings, IncStock1,360$3,713<0.1%+860+172.0%加碼歷史
DNAGinkgo Bioworks Holdings, Inc.CL A NEW330$3,713<0.1%−56−14.5%減碼歷史
ROADConstruction Partners, Inc.COM CL A35$3,721<0.1%+14+66.7%加碼歷史
LQDTLiquidity Services IncCOM158$3,727<0.1%+153+3,060.0%加碼歷史
PANLPangaea Logistics Solutions Ltd.SHS794$3,731<0.1%−360−31.2%減碼歷史
IDTIdt CorpCL B NEW55$3,757<0.1%+54+5,400.0%加碼歷史
ECVTEcovyst Inc.COM458$3,769<0.1%+433+1,732.0%加碼歷史
SDSandridge Energy IncCOM NEW349$3,776<0.1%+346+11,533.3%加碼歷史
BBAIBigBear.ai Holdings, Inc.COM557$3,782<0.1%+404+264.1%加碼歷史
ANIPAni Pharmaceuticals IncCOM58$3,785<0.1%+41+241.2%加碼歷史
ASPNAspen Aerogels IncCOM641$3,794<0.1%+518+421.1%加碼歷史
THRYThryv Holdings, Inc.COM NEW312$3,794<0.1%+291+1,385.7%加碼歷史
Avidity Biosciences, Inc.05370A108COM134$3,805<0.1%+84+168.0%加碼–
QBTSD-Wave Quantum Inc.Stock260$3,807<0.1%+186+251.4%加碼歷史
CURBCurbline Properties Corp.COM167$3,812<0.1%−41−19.7%減碼歷史
VYXNCR Voyix CorpCOM325$3,812<0.1%+200+160.0%加碼歷史
IRONDisc Medicine, Inc.COM72$3,813<0.1%+62+620.0%加碼歷史
GLDDGreat Lakes Dredge & Dock CORPCOM313$3,815<0.1%+133+73.9%加碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD58$3,834<0.1%+1+1.8%加碼–
AGENAgenus IncCOM NEW841$3,843<0.1%+500+146.6%加碼歷史
Global X Uranium ETF37954Y871ETF100$3,881<0.1%−100−50.0%減碼–
RXORXO, Inc.COMMON STOCK247$3,883<0.1%−36−12.7%減碼歷史
SVVSavers Value Village, Inc.COM381$3,886<0.1%+340+829.3%加碼歷史
Global X FDS37954Y780INTERNET OF THNG103$3,888<0.1%+103新進–
DOMOHuckleberry.ai, Inc.Stock279$3,898<0.1%+251+896.4%加碼歷史
RCKTRocket Pharmaceuticals, Inc.COM1,599$3,917<0.1%+1,376+617.0%加碼歷史
PKSTPeakstone Realty TrustCommon Stock298$3,937<0.1%−24−7.5%減碼歷史
UUUUEnergy Fuels IncCOM NEW685$3,939<0.1%−24−3.4%減碼歷史
HROWHarrow, Inc.COM129$3,940<0.1%+129新進歷史
CLMBClimb Global Solutions, Inc.COM37$3,956<0.1%+37新進歷史
SHENShenandoah Telecommunications CoCOM292$3,989<0.1%+292新進歷史
PCB Bancorp Com740163100Common Stock191$4,007<0.1%+177+1,264.3%加碼–
EMBCEmbecta Corp.Stock415$4,021<0.1%−40−8.8%減碼歷史
HNVRHanover Bancorp, Inc.COM NEW176$4,029<0.1%+176新進歷史

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