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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
ZGZillow Group, Inc.CL A160$1.10 萬<0.1%+82+105.1%加碼歷史
AAAUGoldman Sachs Physical Gold ETFUNIT336$1.10 萬<0.1%00.0%不變歷史
ALCOAlico, Inc.COM336$1.10 萬<0.1%+336新進歷史
MBWMMercantile Bank CorpCOM237$1.10 萬<0.1%+196+478.0%加碼歷史
RDFNRedfin CorpCOM983$1.10 萬<0.1%+118+13.6%加碼歷史
AMNAmn Healthcare Services IncCOM533$1.10 萬<0.1%+109+25.7%加碼歷史
WRBYWarby Parker Inc.CL A COM503$1.10 萬<0.1%+442+724.6%加碼歷史
STRSitio Royalties Corp.CLASS A COM602$1.11 萬<0.1%+18+3.1%加碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT190$1.11 萬<0.1%00.0%不變歷史
BTUPeabody Energy CorpCOM830$1.11 萬<0.1%−9−1.1%減碼歷史
BVBrightView Holdings, Inc.COM669$1.11 萬<0.1%+669新進歷史
OMCLOmnicell, Inc.COM379$1.11 萬<0.1%+289+321.1%加碼歷史
ZIPZiprecruiter, Inc.CL A2,242$1.12 萬<0.1%+2,175+3,246.3%加碼歷史
VITLVital Farms, Inc.COM292$1.12 萬<0.1%+122+71.8%加碼歷史
BOOTBoot Barn Holdings, Inc.COM74$1.12 萬<0.1%+68+1,133.3%加碼歷史
SOCSable Offshore Corp.COM SHS512$1.13 萬<0.1%+461+903.9%加碼歷史
CYRXCryoport, Inc.COM PAR $0.0011,509$1.13 萬<0.1%+929+160.2%加碼歷史
BYDBoyd Gaming CorpCOM144$1.13 萬<0.1%+101+234.9%加碼歷史
EBTCEnterprise Bancorp IncCOM286$1.13 萬<0.1%+283+9,433.3%加碼歷史
CMCOColumbus McKinnon CorpCOM744$1.14 萬<0.1%+618+490.5%加碼歷史
Goldman Sachs ETF Tr38149W788CMN301$1.14 萬<0.1%00.0%不變–
PSFEPaysafe LtdSHS901$1.14 萬<0.1%+880+4,190.5%加碼歷史
XRXXerox Holdings CorpCOM NEW2,160$1.14 萬<0.1%+1,447+202.9%加碼歷史
BBNXBeta Bionics, Inc.COM783$1.14 萬<0.1%+139+21.6%加碼歷史
PLMRPalomar Holdings, Inc.Stock74$1.14 萬<0.1%+41+124.2%加碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR408$1.14 萬<0.1%+408新進歷史
FSBWFS Bancorp, Inc.COM290$1.14 萬<0.1%+287+9,566.7%加碼歷史
iShares Tr4642874571 3 YR TREAS BD138$1.15 萬<0.1%+133+2,660.0%加碼–
VNOMViper Energy, Inc.COM301$1.15 萬<0.1%+301新進歷史
OSPNOneSpan Inc.COM688$1.15 萬<0.1%+401+139.7%加碼歷史
ACHAccendra Health IncStock1,262$1.15 萬<0.1%−8−0.6%減碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM4,060$1.15 萬<0.1%+3,235+392.1%加碼歷史
ROGRogers CorpCOM168$1.15 萬<0.1%−23−12.0%減碼歷史
BBSIBarrett Business Services IncCOM276$1.15 萬<0.1%+276新進歷史
CNMDCONMED CorpCOM221$1.15 萬<0.1%+138+166.3%加碼歷史
LAZLazard, Inc.COM240$1.15 萬<0.1%−24−9.1%減碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A269$1.15 萬<0.1%+185+220.2%加碼歷史
MCFTMasterCraft Boat Holdings, Inc.COM620$1.15 萬<0.1%+607+4,669.2%加碼歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR475$1.15 萬<0.1%+3+0.6%加碼歷史
NXDRNextdoor Holdings, Inc.COM CL A6,968$1.16 萬<0.1%+5,926+568.7%加碼歷史
MOFGMidWestOne Financial Group, Inc.COM402$1.16 萬<0.1%+402新進歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN497$1.16 萬<0.1%00.0%不變–
X Finl Sponsored ADS98372W103ADR665$1.16 萬<0.1%+665新進–
MARAMARA Holdings, Inc.COM741$1.16 萬<0.1%−765−50.8%減碼歷史
GPGIGPGI, Inc.COM CL A826$1.16 萬<0.1%+154+22.9%加碼歷史
PGNYProgyny, Inc.COM530$1.17 萬<0.1%+370+231.3%加碼歷史
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$1.17 萬<0.1%+18,050新進歷史
BRZEBraze, Inc.Stock417$1.17 萬<0.1%+242+138.3%加碼歷史
ASTSAST SpaceMobile, Inc.COM CL A251$1.17 萬<0.1%+39+18.4%加碼歷史
ESRTEmpire State Realty Trust, Inc.CL A1,454$1.18 萬<0.1%+1,454新進歷史
BWBBridgewater Bancshares IncCOM740$1.18 萬<0.1%+675+1,038.5%加碼歷史
MBINMerchants BancorpCOM356$1.18 萬<0.1%+306+612.0%加碼歷史
RKTRocket Companies, Inc.Stock832$1.18 萬<0.1%−322−27.9%減碼歷史
VENUVenu Holding CorpCOM1,001$1.18 萬<0.1%+1,001新進歷史
HBCPHome Bancorp, Inc.COM228$1.18 萬<0.1%+212+1,325.0%加碼歷史
ORCOrchid Island Capital, Inc.COM NEW1,693$1.19 萬<0.1%+1,508+815.1%加碼歷史
USLMUnited States Lime & Minerals IncCOM119$1.19 萬<0.1%+118+11,800.0%加碼歷史
MATVMativ Holdings, Inc.COM1,744$1.19 萬<0.1%+1,512+651.7%加碼歷史
THRThermon Group Holdings, Inc.COM424$1.19 萬<0.1%+345+436.7%加碼歷史
MBUUMalibu Boats, Inc.COM CL A380$1.19 萬<0.1%+380新進歷史
American Centy ETF Tr025072182AVANTIS MODERAT194$1.19 萬<0.1%+34+21.3%加碼–
PKEPark Aerospace CorpCOM808$1.19 萬<0.1%+800+10,000.0%加碼歷史
GEOGeo Group IncCOM500$1.20 萬<0.1%+262+110.1%加碼歷史
Flexshares Tr33939L779DISCP DUR MBS579$1.20 萬<0.1%−4−0.7%減碼–
KYMRKymera Therapeutics, Inc.COM275$1.20 萬<0.1%−153−35.7%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.20 萬<0.1%00.0%不變–
BHBBar Harbor BanksharesCOM401$1.20 萬<0.1%+398+13,266.7%加碼歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.20 萬<0.1%00.0%不變歷史
MEOHMethanex CorpCOM364$1.20 萬<0.1%−65−15.2%減碼歷史
Paramount Global92556H107CL A526$1.21 萬<0.1%+526新進–
DSGRDistribution Solutions Group, Inc.COM440$1.21 萬<0.1%+440新進歷史
KSSKOHLS CorpStock1,427$1.21 萬<0.1%+959+204.9%加碼歷史
DRHDiamondRock Hospitality CoCOM1,581$1.21 萬<0.1%+1,581新進歷史
BMRCBank of Marin BancorpCOM531$1.21 萬<0.1%+244+85.0%加碼歷史
GTLSChart Industries IncCOM74$1.22 萬<0.1%+36+94.7%加碼歷史
TBBKBancorp, Inc.COM214$1.22 萬<0.1%+77+56.2%加碼歷史
COURCoursera, Inc.COM1,394$1.22 萬<0.1%+1,089+357.0%加碼歷史
OLPOne Liberty Properties IncCOM512$1.22 萬<0.1%+425+488.5%加碼歷史
NNOXNano-X Imaging Ltd.ORD SHS2,374$1.23 萬<0.1%+2,055+644.2%加碼歷史
MCBSMetroCity Bankshares, Inc.COM430$1.23 萬<0.1%+404+1,553.8%加碼歷史
RVLVRevolve Group, Inc.CL A613$1.23 萬<0.1%+203+49.5%加碼歷史
LILAKLiberty Latin America Ltd.COM CL C1,976$1.23 萬<0.1%+1,861+1,618.3%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF485$1.24 萬<0.1%+6+1.3%加碼–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.24 萬<0.1%00.0%不變–
BTGB2GOLD CorpCOM3,434$1.24 萬<0.1%+1,027+42.7%加碼歷史
ALRSAlerus Financial CorpCOM573$1.24 萬<0.1%+553+2,765.0%加碼歷史
ALHCAlignment Healthcare, Inc.COM886$1.24 萬<0.1%+491+124.3%加碼歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS454$1.24 萬<0.1%+435+2,289.5%加碼歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN389$1.24 萬<0.1%+156+67.0%加碼歷史
TRIPTripAdvisor, Inc.COM956$1.25 萬<0.1%+763+395.3%加碼歷史
PTGXProtagonist Therapeutics, IncCOM226$1.25 萬<0.1%+137+153.9%加碼歷史
BCBPBCB Bancorp IncCOM1,484$1.25 萬<0.1%+1,152+347.0%加碼歷史
HBTHBT Financial, Inc.COM496$1.25 萬<0.1%+484+4,033.3%加碼歷史
FFICFlushing Financial CorpCOM1,053$1.25 萬<0.1%+838+389.8%加碼歷史
BURBurford Capital LtdORD SHS878$1.25 萬<0.1%+573+187.9%加碼歷史
TFPMTriple Flag Precious Metals Corp.Stock530$1.26 萬<0.1%00.0%不變歷史
GIIIG III Apparel Group LtdCOM562$1.26 萬<0.1%+483+611.4%加碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE386$1.26 萬<0.1%−616−61.5%減碼–
Vanguard Malvern FDS922020805STRM INFPROIDX251$1.26 萬<0.1%−1,255−83.3%減碼–
TPCTutor Perini CorpCOM271$1.27 萬<0.1%+271新進歷史

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