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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
RNGRRanger Energy Services, Inc.COM CL A677$8,083<0.1%+604+827.4%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF61$8,115<0.1%00.0%不變–
ATENA10 Networks, Inc.Stock420$8,127<0.1%+279+197.9%加碼歷史
NBRNabors Industries LtdSHS291$8,153<0.1%+228+361.9%加碼歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$8,183<0.1%00.0%不變–
IMOSChipmos Technologies IncSPONSORD ADS NEW452$8,185<0.1%+430+1,954.5%加碼歷史
SEMSelect Medical Holdings CorpCOM540$8,198<0.1%−84−13.5%減碼歷史
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8,201<0.1%+166新進–
WisdomTree Tr97717X172US HGH YLD CORP178$8,206<0.1%00.0%不變–
BJRIBJs RESTAURANTS INCCOM184$8,207<0.1%+20+12.2%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW793$8,208<0.1%−13−1.6%減碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL90$8,216<0.1%+1+1.1%加碼–
MSBMesabi TrustCTF BEN INT345$8,266<0.1%00.0%不變歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK2,903$8,273<0.1%+2,485+594.5%加碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS98$8,287<0.1%−61−38.4%減碼歷史
Two Harbors Investment Corp.90187B804COM770$8,298<0.1%+103+15.4%加碼–
CRSRCorsair Gaming, Inc.COM880$8,298<0.1%−280−24.1%減碼歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,300<0.1%00.0%不變歷史
ODDOddity Tech LtdSHS CL A110$8,301<0.1%−37−25.2%減碼歷史
VTSVitesse Energy, Inc.COMMON STOCK376$8,306<0.1%+65+20.9%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF30$8,320<0.1%−168−84.8%減碼–
SBSafe Bulkers, Inc.COM2,306$8,325<0.1%+2,300+38,333.3%加碼歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$8,328<0.1%00.0%不變–
UMHUmh Properties, Inc.COM496$8,328<0.1%+471+1,884.0%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW180$8,361<0.1%+16+9.8%加碼歷史
IAGIamgold CorpCOM1,138$8,364<0.1%+124+12.2%加碼歷史
UCTTUltra Clean Holdings, Inc.COM372$8,396<0.1%+334+878.9%加碼歷史
COMPCompass, Inc.CL A1,337$8,397<0.1%+617+85.7%加碼歷史
VTLEVital Energy, Inc.COM522$8,399<0.1%+522新進歷史
NGNovagold Resources IncCOM NEW2,058$8,416<0.1%+1,383+204.9%加碼歷史
WKWorkiva IncCOM CL A123$8,420<0.1%+37+43.0%加碼歷史
AHCOAdaptHealth Corp.COMMON STOCK893$8,422<0.1%+472+112.1%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW105$8,424<0.1%00.0%不變–
NVTSNavitas Semiconductor CorpCOM1,287$8,430<0.1%+643+99.8%加碼歷史
KRNYKearny Financial Corp.COM1,306$8,436<0.1%+415+46.6%加碼歷史
HLITHarmonic Inc.COM892$8,447<0.1%+700+364.6%加碼歷史
SLNOSoleno Therapeutics IncCOM101$8,461<0.1%+93+1,162.5%加碼歷史
SIISprott Inc.COM NEW123$8,498<0.1%−149−54.8%減碼歷史
CBLCBL & Associates Properties IncCOMMON STOCK335$8,506<0.1%+335新進歷史
GOGrocery Outlet Holding Corp.COM685$8,508<0.1%+444+184.2%加碼歷史
WWWWolverine World Wide IncCOM471$8,516<0.1%+289+158.8%加碼歷史
KENKenon Holdings Ltd.SHS205$8,518<0.1%+205新進歷史
IASIntegral Ad Science Holding Corp.COM1,026$8,526<0.1%+1,011+6,740.0%加碼歷史
NIONIO Inc.ADR2,487$8,531<0.1%+1,197+92.8%加碼歷史
SERVServe Robotics Inc.COM746$8,534<0.1%+246+49.2%加碼歷史
APPSDigital Turbine, Inc.COM NEW1,447$8,538<0.1%+92+6.8%加碼歷史
iShares Tr464287515EXPANDED TECH78$8,541<0.1%00.0%不變–
UAAUnder Armour, Inc.Stock1,252$8,551<0.1%+956+323.0%加碼歷史
GBDCGolub Capital BDC, Inc.COM585$8,571<0.1%+132+29.1%加碼歷史
iShares Tr464289446RUS TOP 200 ETF56$8,575<0.1%00.0%不變–
ZETAZeta Global Holdings Corp.CL A554$8,581<0.1%+418+307.4%加碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR175$8,582<0.1%00.0%不變–
COTYCoty Inc.COM CL A1,846$8,584<0.1%−363−16.4%減碼歷史
GOGOGogo Inc.COM585$8,588<0.1%+467+395.8%加碼歷史
IRWDIronwood Pharmaceuticals IncCOM CL A12,021$8,622<0.1%+11,388+1,799.1%加碼歷史
PAYSPaysign, Inc.COM1,199$8,633<0.1%+1,186+9,123.1%加碼歷史
LGNDLigand Pharmaceuticals IncCOM NEW76$8,641<0.1%+32+72.7%加碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US199$8,682<0.1%00.0%不變–
QSQuantumScape CorpCOM CL A1,294$8,696<0.1%−747−36.6%減碼歷史
FOXFFox Factory Holding CorpCOM336$8,715<0.1%+258+330.8%加碼歷史
ENTAEnanta Pharmaceuticals IncCOM1,153$8,717<0.1%+1,013+723.6%加碼歷史
LCIDLucid Group, Inc.COM4,135$8,725<0.1%+2,739+196.2%加碼歷史
VREXVarex Imaging CorpCOM1,008$8,740<0.1%+835+482.7%加碼歷史
MOVMovado Group IncCOM574$8,753<0.1%+537+1,451.4%加碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$8,760<0.1%00.0%不變–
SYBTStock Yards Bancorp, Inc.COM111$8,767<0.1%+110+11,000.0%加碼歷史
NAVINavient CorpCOM624$8,799<0.1%+613+5,572.7%加碼歷史
ADPTAdaptive Biotechnologies CorpCOM758$8,831<0.1%+342+82.2%加碼歷史
NEWTNewtekOne, Inc.COM NEW784$8,843<0.1%+784新進歷史
HZOMarinemax IncCOM352$8,850<0.1%+245+229.0%加碼歷史
TDAYUSA TODAY Co., Inc.COM2,472$8,850<0.1%+2,199+805.5%加碼歷史
Fidelity MSCI Energy Index ETF316092402ETF379$8,897<0.1%+3+0.8%加碼–
PFISPeoples Financial Services Corp.COM181$8,936<0.1%+178+5,933.3%加碼歷史
HRIHerc Holdings IncCOM68$8,955<0.1%−74−52.1%減碼歷史
NCZVirtus Convertible & Income Fund IICOM NEW700$8,988<0.1%00.0%不變歷史
VERXVertex, Inc.Stock255$9,010<0.1%+55+27.5%加碼歷史
BBARBanco BBVA Argentina S.A.SPONSORED ADS549$9,037<0.1%+549新進歷史
HLIOHelios Technologies, Inc.COM271$9,043<0.1%+271新進歷史
RYANRyan Specialty Holdings, Inc.CL A133$9,043<0.1%+96+259.5%加碼歷史
AEOAmerican Eagle Outfitters IncCOM944$9,080<0.1%−721−43.3%減碼歷史
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9,080<0.1%+1,098新進–
CCSIConsensus Cloud Solutions, Inc.COM394$9,086<0.1%+198+101.0%加碼歷史
FDBCFidelity D & D Bancorp IncCOM198$9,108<0.1%+195+6,500.0%加碼歷史
REXRex American Resources CorpCOM187$9,109<0.1%+149+392.1%加碼歷史
CNDTCONDUENT IncCOM3,474$9,172<0.1%+3,231+1,329.6%加碼歷史
LPROOpen Lending CorpCOM4,748$9,212<0.1%+4,242+838.3%加碼歷史
APOGApogee Enterprises, Inc.COM227$9,216<0.1%−66−22.5%減碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US415$9,238<0.1%00.0%不變–
MOMOHello Group Inc.ADS1,096$9,250<0.1%+581+112.8%加碼歷史
ODCOil-Dri Corp of AmericaCOM157$9,262<0.1%+145+1,208.3%加碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$9,267<0.1%00.0%不變–
LMNDLemonade, Inc.Stock212$9,287<0.1%+59+38.6%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$9,301<0.1%00.0%不變–
HOGHarley-Davidson, Inc.COM395$9,322<0.1%+173+77.9%加碼歷史
FCFranklin Covey CoCOM409$9,333<0.1%+387+1,759.1%加碼歷史
SANASana Biotechnology, Inc.COM3,421$9,339<0.1%+2,261+194.9%加碼歷史
EBEventbrite, Inc.COM CL A3,553$9,344<0.1%+3,101+686.1%加碼歷史
VCYTVeracyte, Inc.COM346$9,353<0.1%−15,604−97.8%減碼歷史
JLSNuveen Mortgage & Income FundCOM500$9,370<0.1%00.0%不變歷史
GNTYGuaranty Bancshares IncCOM221$9,379<0.1%+220+22,000.0%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