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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
OBTOrange County Bancorp, Inc.COM363$9,380<0.1%+363新進歷史
GEF.BGreif, IncCL B136$9,385<0.1%+134+6,700.0%加碼歷史
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,398<0.1%00.0%不變歷史
ARKOARKO Corp.COM2,223$9,403<0.1%+2,223新進歷史
WisdomTree Tr97717W208US HIGH DIVIDEND98$9,406<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9,411<0.1%+378新進–
RIGTransocean Ltd.REGISTERED SHS3,641$9,431<0.1%+176+5.1%加碼歷史
FAFirst Advantage CorpCOM569$9,451<0.1%+513+916.1%加碼歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q255$9,478<0.1%+1+0.4%加碼–
iShares Inc464286632MSCI ISRAEL ETF100$9,488<0.1%00.0%不變–
GKOSGLAUKOS CorpCOM92$9,503<0.1%+29+46.0%加碼歷史
Carnival Corp Ltd.14365C103ADR373$9,515<0.1%+175+88.4%加碼–
FORRForrester Research, Inc.COM963$9,534<0.1%+963新進歷史
HRMYHarmony Biosciences Holdings, Inc.COM302$9,543<0.1%+178+143.5%加碼歷史
THRMGentherm IncCOM338$9,562<0.1%+110+48.2%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT559$9,570<0.1%00.0%不變–
YEXTYext, Inc.COM1,128$9,588<0.1%+48+4.4%加碼歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW2,293$9,608<0.1%+2,246+4,778.7%加碼歷史
PTONPeloton Interactive, Inc.CL A COM1,387$9,626<0.1%+120+9.5%加碼歷史
HSTMHealthstream IncCOM348$9,629<0.1%+295+556.6%加碼歷史
DAKTDaktronics IncCOM639$9,662<0.1%+639新進歷史
KWKennedy-Wilson Holdings, Inc.COM1,423$9,676<0.1%+33+2.4%加碼歷史
VACMarriott Vacations Worldwide CorpCOM134$9,690<0.1%+115+605.3%加碼歷史
HGTYHagerty, Inc.CL A COM961$9,716<0.1%−233−19.5%減碼歷史
American Centy ETF Tr025072174AVANTIS ALL INT149$9,731<0.1%+149新進–
PEBPebblebrook Hotel TrustCOM975$9,741<0.1%+760+353.5%加碼歷史
PENGPenguin Solutions, Inc.Stock492$9,747<0.1%+492新進歷史
HONEHarborOne Bancorp, Inc.COM NEW835$9,753<0.1%+812+3,530.4%加碼歷史
SHOEShoe Station Group IncCOM522$9,767<0.1%+147+39.2%加碼歷史
UDMYUdemy, Inc.COM1,395$9,807<0.1%+1,202+622.8%加碼歷史
DOCNDigitalOcean Holdings, Inc.COM344$9,823<0.1%+122+55.0%加碼歷史
TREELendingTree, Inc.COM265$9,823<0.1%+142+115.4%加碼歷史
BFSSaul Centers, Inc.COM288$9,832<0.1%+252+700.0%加碼歷史
BMBLBumble Inc.COM CL A1,492$9,833<0.1%+428+40.2%加碼歷史
Alps ETF Tr00162Q726BARRONS 400 ETF128$9,847<0.1%00.0%不變–
FETForum Energy Technologies, Inc.COM506$9,852<0.1%00.0%不變歷史
IBEXIBEX LtdSHS NEW339$9,865<0.1%+256+308.4%加碼歷史
RHPRyman Hospitality Properties, Inc.COM100$9,867<0.1%+43+75.4%加碼歷史
PLURPluri Inc.COM2,000$9,900<0.1%00.0%不變歷史
BBDOBank BradescoSPONSORED ADR3,630$9,910<0.1%+3,630新進歷史
DAOYoudao, Inc.SPONSORED ADS1,153$9,915<0.1%+1,061+1,153.3%加碼歷史
TIPTTiptree Inc.COM422$9,951<0.1%+319+309.7%加碼歷史
BGSB&G Foods, Inc.COM2,369$1.00 萬<0.1%+1,778+300.8%加碼歷史
ATNIATN International, Inc.COM617$1.00 萬<0.1%+564+1,064.2%加碼歷史
MGNIMagnite, Inc.COM416$1.00 萬<0.1%−15−3.5%減碼歷史
FROGJFrog LtdStock229$1.00 萬<0.1%+152+197.4%加碼歷史
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.01 萬<0.1%00.0%不變歷史
LEVILevi Strauss & CoCL A COM STK545$1.01 萬<0.1%+441+424.0%加碼歷史
FNLCFirst Bancorp, IncCOM397$1.01 萬<0.1%+391+6,516.7%加碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS275$1.01 萬<0.1%−145,242−99.8%減碼歷史
SBGISinclair, Inc.CL A732$1.01 萬<0.1%+467+176.2%加碼歷史
OFIXOrthofix Medical Inc.COM908$1.01 萬<0.1%+795+703.5%加碼歷史
ESQEsquire Financial Holdings, Inc.COM107$1.01 萬<0.1%+95+791.7%加碼歷史
FUNSix Flags Entertainment CorporationCOM333$1.01 萬<0.1%+189+131.3%加碼歷史
CDNACareDx, Inc.COM519$1.01 萬<0.1%+306+143.7%加碼歷史
SVMSilvercorp Metals IncCOM2,404$1.01 萬<0.1%+188+8.5%加碼歷史
ACNBAcnb CorpCOM237$1.02 萬<0.1%+231+3,850.0%加碼歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF208$1.02 萬<0.1%+4+2.0%加碼–
MFAMfa Financial, Inc.COM1,075$1.02 萬<0.1%+921+598.1%加碼歷史
DINDine Brands Global, Inc.COM419$1.02 萬<0.1%+76+22.2%加碼歷史
DSXDiana Shipping Inc.COM6,988$1.02 萬<0.1%+2,311+49.4%加碼歷史
XERSXeris Biopharma Holdings, Inc.COM2,191$1.02 萬<0.1%+773+54.5%加碼歷史
PRLBProto Labs IncCOM256$1.02 萬<0.1%+222+652.9%加碼歷史
HOSHornbeck Offshore Services, Inc.Stock1,644$1.03 萬<0.1%+1,288+361.8%加碼歷史
KELYAKelly Services IncCL A880$1.03 萬<0.1%+743+542.3%加碼歷史
AGFirst Majestic Silver CorpCOM1,249$1.03 萬<0.1%00.0%不變歷史
KNTKKinetik Holdings Inc.COM NEW CL A235$1.03 萬<0.1%+202+612.1%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF389$1.03 萬<0.1%00.0%不變–
ACTGAcacia Research CorpACACIA TCH COM2,891$1.03 萬<0.1%+2,890+289,000.0%加碼歷史
FLNGFlex LNG Ltd.SHS471$1.04 萬<0.1%+471新進歷史
LNNLindsay CorpCOM72$1.04 萬<0.1%+50+227.3%加碼歷史
GFSGLOBALFOUNDRIES Inc.Stock272$1.04 萬<0.1%+3+1.1%加碼歷史
CLSKCleanspark, Inc.COM NEW945$1.04 萬<0.1%−80−7.8%減碼歷史
RGNXREGENXBIO Inc.COM1,277$1.05 萬<0.1%+983+334.4%加碼歷史
OSWOnespaworld Holdings LtdCOM515$1.05 萬<0.1%+515新進歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF41$1.05 萬<0.1%00.0%不變–
UVEUniversal Insurance Holdings, Inc.COM381$1.06 萬<0.1%+326+592.7%加碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,306$1.06 萬<0.1%+915+234.0%加碼歷史
MATWMatthews International CorpCL A442$1.06 萬<0.1%+235+113.5%加碼歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.06 萬<0.1%00.0%不變–
SOBOSouth Bow CorpCOM410$1.06 萬<0.1%−100−19.6%減碼歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU316$1.06 萬<0.1%+87+38.0%加碼–
PROPROS Holdings, Inc.COM679$1.06 萬<0.1%+583+607.3%加碼歷史
OBKOrigin Bancorp, Inc.COM298$1.07 萬<0.1%+268+893.3%加碼歷史
CSRCenterspaceCOM178$1.07 萬<0.1%+168+1,680.0%加碼歷史
CLBCore Laboratories Inc.COM931$1.07 萬<0.1%+798+600.0%加碼歷史
SPFISouth Plains Financial, Inc.COM298$1.07 萬<0.1%+286+2,383.3%加碼歷史
CRGYCrescent Energy CoCL A COM1,249$1.07 萬<0.1%+1,115+832.1%加碼歷史
SHLSShoals Technologies Group, Inc.CL A2,540$1.08 萬<0.1%+832+48.7%加碼歷史
CBANColony Bankcorp IncCOM656$1.08 萬<0.1%+19+3.0%加碼歷史
TREXTrex Co IncCOM199$1.08 萬<0.1%+58+41.1%加碼歷史
PGYPagaya Technologies Ltd.CL A NEW508$1.08 萬<0.1%+508新進歷史
OUTOUTFRONT Media Inc.REIT664$1.08 萬<0.1%+376+130.6%加碼歷史
PIPRPiper Sandler CompaniesCOM39$1.08 萬<0.1%−14−26.4%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS649$1.09 萬<0.1%−212−24.6%減碼歷史
CRVLCorvel CorpCOM106$1.09 萬<0.1%+77+265.5%加碼歷史
VCVisteon CorpCOM NEW117$1.09 萬<0.1%+7+6.4%加碼歷史
HELEHelen of Troy LtdStock385$1.09 萬<0.1%+279+263.2%加碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.09 萬<0.1%00.0%不變–
TRTootsie Roll Industries IncCOM327$1.09 萬<0.1%+149+83.7%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