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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 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
MBCMasterBrand, Inc.COMMON STOCK369$4,033<0.1%−258−41.1%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$4,040<0.1%00.0%不變–
GICGlobal Industrial CoCOM151$4,078<0.1%+39+34.8%加碼歷史
Elevation Series Trust210322731OPAL DIVID INCOM117$4,098<0.1%+117新進–
NTGRNetgear, Inc.COM141$4,099<0.1%+67+90.5%加碼歷史
INNSummit Hotel Properties, Inc.COM806$4,103<0.1%+496+160.0%加碼歷史
RYTMRhythm Pharmaceuticals, Inc.COM65$4,108<0.1%+46+242.1%加碼歷史
DCHDauch CorpCOM1,012$4,129<0.1%+584+136.4%加碼歷史
FLYWFlywire CorpCOM VTG353$4,130<0.1%+301+578.8%加碼歷史
GCTGigaCloud Technology IncStock209$4,134<0.1%+134+178.7%加碼歷史
UPSTUpstart Holdings, Inc.COM64$4,140<0.1%−47−42.3%減碼歷史
HLMNHillman Solutions Corp.COM580$4,142<0.1%+509+716.9%加碼歷史
DBDDiebold Nixdorf, IncCOM SHS75$4,155<0.1%+66+733.3%加碼歷史
PLPCPreformed Line Products CoCOM26$4,155<0.1%+22+550.0%加碼歷史
FFWMFirst Foundation Inc.COM817$4,167<0.1%+565+224.2%加碼歷史
AVDAmerican Vanguard CorpCOM1,064$4,170<0.1%+907+577.7%加碼歷史
CERTCertara, Inc.COM360$4,212<0.1%−177−33.0%減碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS493$4,216<0.1%−469−48.8%減碼歷史
DJCODaily Journal CorpCOM10$4,223<0.1%+5+100.0%加碼歷史
ACELAccel Entertainment, Inc.COM CL A1360$4,237<0.1%+360新進歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10892$4,237<0.1%−146−14.1%減碼歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG136$4,243<0.1%+112+466.7%加碼歷史
KRYSKrystal Biotech, Inc.COM31$4,261<0.1%−24−43.6%減碼歷史
LGIHLGI Homes, Inc.COM83$4,276<0.1%+39+88.6%加碼歷史
CKXCKX Lands, Inc.COM400$4,280<0.1%00.0%不變歷史
Global X FDS37954Y483NASDAQ 100 COVER257$4,297<0.1%00.0%不變–
ALVOAlvotechORDINARY SHARES474$4,323<0.1%−1,232−72.2%減碼歷史
NUVBNuvation Bio Inc.COM CL A2,218$4,325<0.1%+804+56.9%加碼歷史
TUYATuya Inc.SPONSERED ADS1,874$4,329<0.1%+1,874新進歷史
NTLAIntellia Therapeutics, Inc.COM462$4,333<0.1%+57+14.1%加碼歷史
SKINSkinHealth Systems Inc.COM CL A2,272$4,340<0.1%+1,809+390.7%加碼歷史
DKDelek US Holdings, Inc.COM206$4,363<0.1%+186+930.0%加碼歷史
VTYXVentyx Biosciences, Inc.COM2,041$4,368<0.1%+1,654+427.4%加碼歷史
FLGTFulgent Genetics, Inc.COM220$4,373<0.1%+187+566.7%加碼歷史
CIMChimera Investment CorpCOM SHS316$4,383<0.1%+152+92.7%加碼歷史
CBNKCapital Bancorp IncCOM131$4,399<0.1%+123+1,537.5%加碼歷史
SDGRSchrodinger, Inc.COM219$4,406<0.1%−169−43.6%減碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL52$4,431<0.1%−19,344−99.7%減碼–
EVCMEverCommerce Inc.COM423$4,442<0.1%+413+4,130.0%加碼歷史
NEXNNexxen International Ltd.SHS NEW427$4,445<0.1%+268+168.6%加碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN72$4,448<0.1%00.0%不變–
SHYFShyft Group, Inc.COM356$4,464<0.1%+354+17,700.0%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK129$4,472<0.1%+1+0.8%加碼–
RDVTRed Violet, Inc.COM91$4,477<0.1%+36+65.5%加碼歷史
BFSTBusiness First Bancshares, Inc.COM182$4,487<0.1%+36+24.7%加碼歷史
GPREGreen Plains Inc.COM746$4,498<0.1%+164+28.2%加碼歷史
KURAKura Oncology, Inc.COM782$4,512<0.1%+385+97.0%加碼歷史
RYAMRayonier Advanced Materials Inc.COM1,172$4,512<0.1%+1,022+681.3%加碼歷史
DXFEason Technology LtdCOM906$4,530<0.1%+906新進歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4,535<0.1%00.0%不變–
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,545<0.1%00.0%不變–
ADTNADTRAN Holdings, Inc.COM507$4,548<0.1%+158+45.3%加碼歷史
PGENPrecigen, Inc.COM3,217$4,568<0.1%+2,265+237.9%加碼歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4,571<0.1%00.0%不變–
HVTHaverty Furniture Companies IncCOM225$4,579<0.1%+148+192.2%加碼歷史
ACVAACV Auctions Inc.COM CL A283$4,590<0.1%+40+16.5%加碼歷史
CSTMConstellium SECL A SHS346$4,602<0.1%−44−11.3%減碼歷史
IRMDIradimed CorpCOM77$4,604<0.1%+53+220.8%加碼歷史
QUADQuad/Graphics, Inc.COM CL A821$4,639<0.1%+722+729.3%加碼歷史
AKROAkero Therapeutics, Inc.COM87$4,642<0.1%+17+24.3%加碼歷史
NRDSNerdwallet, Inc.COM CL A426$4,674<0.1%+375+735.3%加碼歷史
iShares Tr464288372GLB INFRASTR ETF79$4,677<0.1%−9−10.2%減碼–
EVRIEveri Holdings Inc.COM329$4,686<0.1%+74+29.0%加碼歷史
ACHRArcher Aviation Inc.Stock433$4,698<0.1%+300+225.6%加碼歷史
ASIXAdvanSix Inc.COM198$4,703<0.1%+188+1,880.0%加碼歷史
CRWVCoreWeave, Inc.Stock29$4,729<0.1%+29新進歷史
RNGRingCentral, Inc.CL A167$4,734<0.1%+101+153.0%加碼歷史
VIKViking Holdings LtdORD SHS89$4,743<0.1%−400−81.8%減碼歷史
KOSKosmos Energy Ltd.COM2,764$4,754<0.1%−2,131−43.5%減碼歷史
HRZNHorizon Technology Finance CorpCOM661$4,762<0.1%+661新進歷史
VCELVericel CorpCOM112$4,766<0.1%+112新進歷史
SAFESafehold Inc.COM307$4,777<0.1%−39−11.3%減碼歷史
BELFBBel Fuse IncCL B49$4,787<0.1%+45+1,125.0%加碼歷史
TERNTerns Pharmaceuticals, Inc.COM1,285$4,793<0.1%+1,285新進歷史
DBVTDBV Technologies S.A.SPONSORED ADS524$4,800<0.1%+524新進歷史
PDFSPDF Solutions IncCOM225$4,810<0.1%+225新進歷史
MLYSMineralys Therapeutics, Inc.COM357$4,831<0.1%+341+2,131.3%加碼歷史
AURAurora Innovation, Inc.CLASS A COM923$4,837<0.1%−71−7.1%減碼歷史
CANGCango Inc.ADS998$4,840<0.1%+998新進歷史
HUTHut 8 Corp.COM261$4,854<0.1%+209+401.9%加碼歷史
HCMHUTCHMED (China) LtdSPONSORED ADS325$4,891<0.1%−438−57.4%減碼歷史
LFMDLifeMD, Inc.COM360$4,903<0.1%−43−10.7%減碼歷史
FLNAFilana Therapeutics, Inc.COM2,710$4,906<0.1%+2,213+445.3%加碼歷史
HOVHovnanian Enterprises IncCL A NEW47$4,914<0.1%+15+46.9%加碼歷史
IOTSamsara Inc.Stock124$4,932<0.1%+13+11.7%加碼歷史
BLKBBlackbaud IncCOM77$4,944<0.1%−130−62.8%減碼歷史
LEUCentrus Energy CorpStock27$4,946<0.1%+16+145.5%加碼歷史
EOSEEos Energy Enterprises, Inc.COM CL A973$4,981<0.1%+261+36.7%加碼歷史
CUBICustomers Bancorp, Inc.COM85$4,993<0.1%+42+97.7%加碼歷史
AVNWAviat Networks, Inc.COM NEW208$5,002<0.1%+187+890.5%加碼歷史
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR200$5,018<0.1%+200新進–
MSGEMadison Square Garden Entertainment Corp.COM CL A126$5,036<0.1%+113+869.2%加碼歷史
INODInnodata IncCOM NEW99$5,071<0.1%+60+153.8%加碼歷史
KALVKalVista Pharmaceuticals, Inc.COM449$5,076<0.1%+347+340.2%加碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS66$5,106<0.1%+26+65.0%加碼歷史
AFYAAfya LtdCL A COM286$5,108<0.1%−101−26.1%減碼歷史
AVDXAvidXchange Holdings, Inc.COM523$5,121<0.1%+277+112.6%加碼歷史
AKTXAkari Therapeutics PlcSPONSORED ADR4,377$5,121<0.1%+4,377新進歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100161$5,135<0.1%+1+0.6%加碼–
HOFTHooker Furnishings CorpCOM487$5,153<0.1%+406+501.2%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