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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
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM57$6,411<0.1%+2+3.6%加碼–
PZZAPapa Johns International IncStock131$6,418<0.1%−60−31.4%減碼歷史
RWTRedwood Trust IncCOM1,086$6,418<0.1%+820+308.3%加碼歷史
NVEENV5 Global, Inc.COM282$6,511<0.1%−69−19.7%減碼歷史
Global Blue Group Holding AGH33700107ORD SHS872$6,514<0.1%+872新進–
ONITOnity Group Inc.COM NEW171$6,527<0.1%+171新進歷史
PPTAPerpetua Resources Corp.COM538$6,531<0.1%+538新進歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6,566<0.1%00.0%不變–
Aris Water Solutions, Inc.04041L106CLASS A COM278$6,575<0.1%+227+445.1%加碼–
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6,577<0.1%00.0%不變–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6,593<0.1%00.0%不變–
iShares Tr464288794US BR DEL SE ETF39$6,596<0.1%00.0%不變–
AORTArtivion, Inc.COM214$6,656<0.1%+214新進歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER107$6,688<0.1%+107新進–
SMPStandard Motor Products, Inc.Stock218$6,697<0.1%−109−33.3%減碼歷史
TNCTennant CoCOM87$6,740<0.1%−15−14.7%減碼歷史
PAGSPagSeguro Digital Ltd.COM CL A701$6,758<0.1%+278+65.7%加碼歷史
PRVAPrivia Health Group, Inc.COM294$6,762<0.1%+103+53.9%加碼歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6,766<0.1%+43新進–
ARQTArcutis Biotherapeutics, Inc.COM483$6,772<0.1%+246+103.8%加碼歷史
ASURAsure Software IncCOM694$6,773<0.1%+679+4,526.7%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC150$6,774<0.1%−916−85.9%減碼–
NEONeogenomics IncCOM NEW927$6,777<0.1%+598+181.8%加碼歷史
AMSCAmerican Superconductor CorpStock185$6,788<0.1%+134+262.7%加碼歷史
CABOCable One, Inc.COM50$6,791<0.1%+22+78.6%加碼歷史
ADVAdvantage Solutions Inc.COM CL A5,155$6,805<0.1%+4,281+489.8%加碼歷史
TALTAL Education GroupSPONSORED ADS668$6,827<0.1%−518−43.7%減碼歷史
ACLXArcellx, Inc.COMMON STOCK104$6,849<0.1%+86+477.8%加碼歷史
iShares Tr464288109MORNINGSTAR VALU83$6,921<0.1%−269−76.4%減碼–
MLNKMeridianLink, Inc.COMMON STOCK427$6,930<0.1%+403+1,679.2%加碼歷史
FOURShift4 Payments, Inc.CL A70$6,938<0.1%−36−34.0%減碼歷史
RLXRLX Technology Inc.SPONSORED ADS3,143$6,946<0.1%+3,143新進歷史
SOUNSoundhound AI, Inc.CLASS A COM648$6,954<0.1%+312+92.9%加碼歷史
SPOKSpok Holdings, IncCOM394$6,966<0.1%+386+4,825.0%加碼歷史
ETHEGrayscale Ethereum Staking ETFETF334$6,967<0.1%00.0%不變歷史
PDPagerDuty, Inc.COM456$6,967<0.1%+288+171.4%加碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK652$6,969<0.1%+96+17.3%加碼歷史
MTWManitowoc Co IncCOM NEW580$6,972<0.1%+580新進歷史
FSLYFastly, Inc.CL A988$6,975<0.1%−54−5.2%減碼歷史
INRInfinity Natural Resources, Inc.COM CL A381$6,976<0.1%+381新進歷史
KVYOKlaviyo, Inc.COM SER A208$6,984<0.1%+174+511.8%加碼歷史
AUBNAuburn National Bancorporation, IncCOM270$6,993<0.1%00.0%不變歷史
UHTUniversal Health Realty Income TrustSH BEN INT175$6,994<0.1%+139+386.1%加碼歷史
EWCZEuropean Wax Center, Inc.CLASS A COM1,250$7,037<0.1%+1,206+2,740.9%加碼歷史
CERSCerus CorpCOM4,992$7,038<0.1%+3,446+222.9%加碼歷史
TBCHTurtle Beach CorpCOM NEW509$7,039<0.1%+509新進歷史
SWTXSpringWorks Therapeutics, Inc.COM150$7,049<0.1%+46+44.2%加碼歷史
DECDiversified Energy CoSHS NEW482$7,071<0.1%+182+60.7%加碼歷史
LASRNlight, Inc.COM360$7,085<0.1%+360新進歷史
BZHBeazer Homes USA IncCOM NEW317$7,092<0.1%−22−6.5%減碼歷史
CGONCG Oncology, Inc.COM273$7,098<0.1%+129+89.6%加碼歷史
MCIBarings Corporate InvestorsCOM328$7,104<0.1%00.0%不變歷史
Ssga Active Tr78470P309ST STR MARKE ETF165$7,113<0.1%+1+0.6%加碼–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$7,126<0.1%−213−55.6%減碼–
CALXCalix, IncCOM134$7,128<0.1%+58+76.3%加碼歷史
ETDEthan Allen Interiors IncCOM258$7,186<0.1%+202+360.7%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX32$7,197<0.1%00.0%不變–
MYRGMyr Group Inc.COM40$7,259<0.1%+20+100.0%加碼歷史
CAMTCamtek LtdORD86$7,272<0.1%+57+196.6%加碼歷史
ABRArbor Realty Trust IncCOM680$7,274<0.1%−596−46.7%減碼歷史
RDUSRadius Recycling, Inc.CL A245$7,275<0.1%+23+10.4%加碼歷史
LQDALiquidia CorpCOM NEW585$7,289<0.1%+533+1,025.0%加碼歷史
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$7,334<0.1%00.0%不變–
MLABMesa Laboratories IncCOM78$7,349<0.1%+49+169.0%加碼歷史
SEZLSezzle Inc.COM41$7,349<0.1%+29+241.7%加碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF300$7,362<0.1%−45−13.0%減碼–
SCHLScholastic CorpCOM352$7,385<0.1%+287+441.5%加碼歷史
SRIStoneridge IncCOM1,053$7,413<0.1%+725+221.0%加碼歷史
BRF SA10552T107SPONSORED ADR2,037$7,435<0.1%+1,226+151.2%加碼–
LCUTLifetime Brands, IncCOM1,458$7,436<0.1%+1,416+3,371.4%加碼歷史
IRSIrsa Investments & Representations IncGLOBL DEP RCPT536$7,466<0.1%+536新進歷史
HYHyster-Yale, Inc.CL A188$7,479<0.1%+187+18,700.0%加碼歷史
JBLUJetBlue Airways CorpCOM1,790$7,572<0.1%−1,243−41.0%減碼歷史
CIVBCivista Bancshares, Inc.COM NO PAR327$7,587<0.1%+81+32.9%加碼歷史
APPFAppfolio IncCOM CL A33$7,599<0.1%−45−57.7%減碼歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$7,600<0.1%00.0%不變–
WTBAWest Bancorporation IncCAP STK388$7,616<0.1%+353+1,008.6%加碼歷史
VSXYVictoria's Secret & Co.COMMON STOCK412$7,631<0.1%−18−4.2%減碼歷史
Blueprint Chesapk MLT88636J873TFPN335$7,686<0.1%+335新進–
LILALiberty Latin America Ltd.COM CL A1,262$7,699<0.1%+1,174+1,334.1%加碼歷史
UNITUniti Group Inc.COM1,791$7,738<0.1%+1,445+417.6%加碼歷史
SLQTSelectQuote, Inc.COM3,262$7,763<0.1%+3,159+3,067.0%加碼歷史
LMNRLimoneira COCOM497$7,778<0.1%+464+1,406.1%加碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS2,780$7,784<0.1%−849−23.4%減碼歷史
VIRVir Biotechnology, Inc.COM1,548$7,802<0.1%+1,237+397.7%加碼歷史
GCMGGCM Grosvenor Inc.COM CL A675$7,803<0.1%+508+304.2%加碼歷史
ONEWOneWater Marine Inc.CL A COM583$7,806<0.1%+583新進歷史
iShares Tr46435G433MSCI USA SMCP MN187$7,856<0.1%−232−55.4%減碼–
Summit Therapeutics Inc Com86627R102Stock370$7,874<0.1%−83−18.3%減碼–
METCBRamaco Resources, Inc.COM CL B964$7,885<0.1%+946+5,255.6%加碼歷史
iShares Tr46435G524INTL DIV GRWTH100$7,889<0.1%00.0%不變–
QTTBQ32 Bio Inc.COM5,301$7,898<0.1%+5,209+5,662.0%加碼歷史
PARPar Technology CorpCOM114$7,908<0.1%−59−34.1%減碼歷史
SIDNational Steel CoSPONSORED ADR5,674$7,943<0.1%+5,211+1,125.5%加碼歷史
RDDTReddit, Inc.Stock53$7,980<0.1%−40−43.0%減碼歷史
INGNInogen IncCOM1,136$7,986<0.1%+677+147.5%加碼歷史
iShares Tr464288174GL TIMB FORE ETF109$8,005<0.1%+109新進–
Sapiens Intl Corp N VG7T16G103SHS274$8,014<0.1%+167+156.1%加碼–
SPRSpirit AeroSystems Holdings, Inc.COM CL A211$8,050<0.1%−6−2.8%減碼歷史
URGNUroGen Pharma Ltd.COM589$8,069<0.1%+515+695.9%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