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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
USBCUSBC, Inc.COM NEW2,610$5,168<0.1%+2,610新進歷史
ECPGEncore Capital Group IncCOM134$5,187<0.1%+134新進歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD211$5,198<0.1%+2+1.0%加碼–
LSPDLightspeed Commerce Inc.SUB VTG SHS445$5,211<0.1%−864−66.0%減碼歷史
CXMSprinklr, Inc.CL A616$5,212<0.1%+460+294.9%加碼歷史
CAVACava Group, Inc.COM62$5,222<0.1%+55+785.7%加碼歷史
SEMRSEMrush Holdings, Inc.CL A COM579$5,240<0.1%+256+79.3%加碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM91$5,259<0.1%+57+167.6%加碼歷史
GLOBGlobant S.A.COM58$5,269<0.1%+17+41.5%加碼歷史
iShares Inc464286533MSCI EMERG MRKT84$5,270<0.1%−1−1.2%減碼–
TNYATenaya Therapeutics, Inc.COM8,660$5,293<0.1%+6,996+420.4%加碼歷史
CXCemex SAB de CVSPON ADR NEW766$5,309<0.1%+697+1,010.1%加碼歷史
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS485$5,320<0.1%+485新進歷史
INBKFirst Internet BancorpCOM198$5,326<0.1%+191+2,728.6%加碼歷史
ALGTAllegiant Travel COCOM97$5,330<0.1%+47+94.0%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$5,333<0.1%00.0%不變–
STGSunlands Technology GroupSPONSRD ADS NEW936$5,354<0.1%+936新進歷史
ASANAsana, Inc.CL A397$5,361<0.1%−266−40.1%減碼歷史
SMRTSmartRent, Inc.COM CL A5,474$5,419<0.1%+3,912+250.4%加碼歷史
CLWClearwater Paper CorpCOM199$5,421<0.1%+199新進歷史
iShares Tr464288844US OIL EQ&SV ETF320$5,430<0.1%−550−63.2%減碼–
HNSTHonest Company, Inc.COM1,067$5,431<0.1%+97+10.0%加碼歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM4,176$5,471<0.1%+4,029+2,740.8%加碼歷史
FMBHFirst Mid Bancshares, Inc.COM146$5,474<0.1%−108−42.5%減碼歷史
PLABPhotronics IncCOM291$5,479<0.1%−48−14.2%減碼歷史
iShares Inc464286749MSCI SWITZERLAND100$5,481<0.1%00.0%不變–
SFDSmithfield Foods IncCOM233$5,482<0.1%+233新進歷史
STAAStaar Surgical CoCOM PAR $0.01327$5,488<0.1%+144+78.7%加碼歷史
ENPHEnphase Energy, Inc.Stock139$5,511<0.1%−29−17.3%減碼歷史
EVEXEve Holding, Inc.COM807$5,536<0.1%−106−11.6%減碼歷史
CRCTCricut, Inc.COM CL A818$5,538<0.1%+519+173.6%加碼歷史
PENNPENN Entertainment, Inc.COM311$5,558<0.1%+78+33.5%加碼歷史
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5,594<0.1%−1,118−91.3%減碼–
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5,606<0.1%00.0%不變–
FNKOFunko, Inc.COM CL A1,182$5,626<0.1%+1,182新進歷史
iShares Select U.S. REIT ETF464287564ETF92$5,627<0.1%+48+109.1%加碼–
CODICompass Diversified HoldingsSH BEN INT896$5,627<0.1%+848+1,766.7%加碼歷史
SAROStandardAero, Inc.COM178$5,633<0.1%+78+78.0%加碼歷史
UECUranium Energy CorpCOM830$5,644<0.1%+378+83.6%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$5,663<0.1%00.0%不變–
PLUGPlug Power IncStock3,802$5,665<0.1%+1,558+69.4%加碼歷史
ZLABZai Lab LtdADR162$5,665<0.1%+11+7.3%加碼歷史
UTIUniversal Technical Institute IncCOM168$5,693<0.1%+106+171.0%加碼歷史
Paramount Global92556H206CL B441$5,695<0.1%−78−15.0%減碼–
ALNTAllient IncCOM157$5,701<0.1%+83+112.2%加碼歷史
YMABY-mAbs Therapeutics, Inc.COM1,265$5,705<0.1%+1,221+2,775.0%加碼歷史
QTWOQ2 Holdings, Inc.COM61$5,709<0.1%+32+110.3%加碼歷史
SESSES AI CorpCL A COM6,435$5,716<0.1%+5,616+685.7%加碼歷史
CTRICenturi Holdings, Inc.COM SHS255$5,722<0.1%+194+318.0%加碼歷史
Global X FDS37954Y657US PFD ETF305$5,738<0.1%+3+1.0%加碼–
LIFLife360, Inc.COM88$5,742<0.1%+46+109.5%加碼歷史
REREATRenew Inc.SPONSORED ADS1,740$5,759<0.1%+1,740新進歷史
TCPCBlackRock TCP Capital Corp.COM750$5,775<0.1%00.0%不變歷史
Fidelity Covington Trust316092162DISRU COMMU ETF130$5,777<0.1%00.0%不變–
HDSNHudson Technologies IncCOM717$5,822<0.1%+357+99.2%加碼歷史
RIOTRiot Platforms, Inc.COM517$5,842<0.1%+199+62.6%加碼歷史
OECOrion S.A.COM557$5,843<0.1%+249+80.8%加碼歷史
TNETTrinet Group, Inc.COM80$5,851<0.1%+76+1,900.0%加碼歷史
KRUSKura Sushi USA, Inc.CL A COM68$5,853<0.1%+47+223.8%加碼歷史
CXWCoreCivic, Inc.COM278$5,858<0.1%+93+50.3%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5,871<0.1%00.0%不變歷史
HTGCHercules Capital, Inc.COM322$5,880<0.1%+1+0.3%加碼歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,898<0.1%00.0%不變–
WNCWabash National CorpCOM557$5,921<0.1%+208+59.6%加碼歷史
IIPRInnovative Industrial Properties IncCOM107$5,935<0.1%−63−37.1%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF143$5,938<0.1%+143新進–
Curevac N VN2451R105COM1,095$5,946<0.1%+429+64.4%加碼–
AMPHAmphastar Pharmaceuticals, Inc.COM259$5,947<0.1%+255+6,375.0%加碼歷史
MNROMonro, Inc.COM399$5,949<0.1%+14+3.6%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF30$5,956<0.1%−144−82.8%減碼–
RLAYRelay Therapeutics, Inc.COM1,722$5,958<0.1%+1,627+1,712.6%加碼歷史
PIMCO ETF Tr72201R619PREFERRED AND CP117$5,963<0.1%00.0%不變–
MOBMobilicom LtdSPON ADS2,378$5,993<0.1%+2,378新進歷史
iShares Inc464286202MSCI AUSTRIA ETF204$5,998<0.1%00.0%不變–
AIPArteris, Inc.COM630$6,004<0.1%+556+751.4%加碼歷史
IDYAIDEAYA Biosciences, Inc.COM286$6,012<0.1%+264+1,200.0%加碼歷史
NEXTNextDecade CorpCOM676$6,023<0.1%+590+686.0%加碼歷史
UNTYUnity Bancorp IncCOM128$6,026<0.1%+127+12,700.0%加碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC238$6,033<0.1%+52+28.0%加碼–
GTLBGitlab Inc.CLASS A COM134$6,044<0.1%−345−72.0%減碼歷史
CTKBCytek Biosciences, Inc.COM1,780$6,052<0.1%+1,246+233.3%加碼歷史
BNTXBioNTech SESPONSORED ADS57$6,069<0.1%−55−49.1%減碼歷史
Alps ETF Tr00162Q452ALERIAN MLP125$6,108<0.1%00.0%不變–
iShares Tr46435G474FALN ANGLS USD225$6,120<0.1%+3+1.4%加碼–
CSVCarriage Services IncCOM134$6,129<0.1%+124+1,240.0%加碼歷史
CIOCity Office REIT, Inc.COM1,159$6,188<0.1%+823+244.9%加碼歷史
KLGWK Kellogg CoCOM389$6,202<0.1%−157−28.8%減碼歷史
EXTRExtreme Networks IncCOM346$6,211<0.1%−41−10.6%減碼歷史
OOMAOoma IncCOM483$6,231<0.1%+462+2,200.0%加碼歷史
EPACEnerpac Tool Group CorpCL A COM154$6,246<0.1%+119+340.0%加碼歷史
iShares Tr464288489INTL DEV RE ETF275$6,248<0.1%00.0%不變–
PRCTPROCEPT BioRobotics CorpCOM109$6,278<0.1%−98−47.3%減碼歷史
WBWEIBO CorpSPONSORED ADR660$6,290<0.1%−755−53.4%減碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,321<0.1%00.0%不變–
APPNAppian CorpCL A212$6,330<0.1%+57+36.8%加碼歷史
ALRMAlarm.com Holdings, Inc.COM112$6,336<0.1%+21+23.1%加碼歷史
ITOSiTeos Therapeutics, Inc.COM636$6,341<0.1%+548+622.7%加碼歷史
GPRKGeoPark LtdUSD SHS974$6,351<0.1%+293+43.0%加碼歷史
USOUnited States Oil Fund, LPUNITS87$6,361<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE456$6,402<0.1%00.0%不變–

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