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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
HFFGHF Foods Group Inc.COM26$83<0.1%−23−46.9%減碼歷史
AMPXAmprius Technologies, Inc.COMMON STOCK20$84<0.1%−67−77.0%減碼歷史
MAGNMagnera CorpCOM SHS7$84<0.1%−19−73.1%減碼歷史
EVIEvi Industries, Inc.COM4$87<0.1%+2+100.0%加碼歷史
Goldman Sachs ETF Tr381430396JUST US LRG CP1$88<0.1%+1新進–
ZVRAZevra Therapeutics, Inc.COM NEW10$88<0.1%−4−28.6%減碼歷史
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS43$88<0.1%+43新進歷史
PLBCPlumas BancorpCOM2$89<0.1%−1−33.3%減碼歷史
STTKShattuck Labs, Inc.COM112$89<0.1%+104+1,300.0%加碼歷史
BELFABel Fuse IncCL A1$90<0.1%−3−75.0%減碼歷史
ARQArq, Inc.COM17$91<0.1%+17新進歷史
MVISMicrovision, Inc.COM NEW81$92<0.1%−121−59.9%減碼歷史
XBITXBiotech Inc.COM31$92<0.1%+18+138.5%加碼歷史
MRDNMeridian Holdings Inc.COM54$92<0.1%+23+74.2%加碼歷史
CCOClear Channel Outdoor Holdings, Inc.COM80$94<0.1%−171−68.1%減碼歷史
DAREDare Bioscience, Inc.COM NEW42$100<0.1%00.0%不變歷史
Tevogen Inc.G8028L107CLASS A ORD80$100<0.1%+30+60.0%加碼–
WIMIWiMi Hologram Cloud Inc.COM36$100<0.1%+36新進歷史
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%不變–
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%00.0%不變–
LAWCS Disco, Inc.COM23$101<0.1%+23新進歷史
TCRXTScan Therapeutics, Inc.COM70$101<0.1%+49+233.3%加碼歷史
JILLJ.Jill, Inc.COM7$102<0.1%−5−41.7%減碼歷史
EZPZFranklin Crypto TrustETP4$102<0.1%+4新進歷史
NTICNorthern Technologies International CorpCOM14$104<0.1%+14新進歷史
SRTAStrata Critical Medical, Inc.CL A COM26$105<0.1%+26新進歷史
SPRYARS Pharmaceuticals, Inc.COM6$105<0.1%+6新進歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF4$106<0.1%00.0%不變–
BWFGBankwell Financial Group, Inc.COM3$108<0.1%−2−40.0%減碼歷史
FLXSFlexsteel Industries IncCOM3$108<0.1%+3新進歷史
CIFRCipher Digital Inc.COM23$110<0.1%−118−83.7%減碼歷史
MPBMid Penn Bancorp IncCOM4$113<0.1%+2+100.0%加碼歷史
SGCSuperior Group of Companies, Inc.COM11$113<0.1%00.0%不變歷史
PTLEPTL LtdCOM CL A381$114<0.1%+381新進歷史
PEBKPeoples Bancorp of North Carolina IncCOM4$115<0.1%+2+100.0%加碼歷史
PSQHPSQ Holdings, Inc.CL A56$115<0.1%−44−44.0%減碼歷史
OPADOfferpad Solutions Inc.COM CL A127$115<0.1%+78+159.2%加碼歷史
GDYNGrid Dynamics Holdings, Inc.CL A10$116<0.1%+10新進歷史
CYHCommunity Health Systems IncCOM34$116<0.1%+34新進歷史
PINEAlpine Income Property Trust, Inc.COM8$117<0.1%00.0%不變歷史
AVRAnteris Technologies Global Corp.COM31$117<0.1%+31新進歷史
PRLDPrelude Therapeutics IncCOM148$120<0.1%+139+1,544.4%加碼歷史
HCATHealth Catalyst, Inc.COM32$121<0.1%−59−64.8%減碼歷史
SMXTSolarMax Technology, Inc.COM SHS112$122<0.1%−27−19.4%減碼歷史
FUNDSprott Focus Trust Inc.COM16$122<0.1%00.0%不變歷史
TBITrueBlue, Inc.COM19$123<0.1%+19新進歷史
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$123<0.1%+4新進–
GBIOGeneration Bio Co.COMMON STOCK391$125<0.1%+391新進歷史
TCITranscontinental Realty Investors IncCOM NEW3$128<0.1%+3新進歷史
LPSNLiveperson IncCOM127$128<0.1%+127新進歷史
OBEObsidian Energy Ltd.COM23$128<0.1%00.0%不變歷史
SNDXSyndax Pharmaceuticals IncCOM14$131<0.1%−234−94.4%減碼歷史
METCRamaco Resources, Inc.COM CL A10$131<0.1%−4−28.6%減碼歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK7$131<0.1%+2+40.0%加碼歷史
LNAILunai Bioworks Inc.COM458$132<0.1%+431+1,596.3%加碼歷史
ISTRInvestar Holding CorpCOM7$135<0.1%+7新進歷史
CRMDCorMedix Inc.COM11$136<0.1%+7+175.0%加碼歷史
INNVInnovAge Holding Corp.COM38$140<0.1%+26+216.7%加碼歷史
GSATGlobalstar, Inc.COM NEW6$141<0.1%−51−89.5%減碼歷史
VERAVera Therapeutics, Inc.CL A6$141<0.1%+6新進歷史
PAMTPamt CorpCOM11$142<0.1%−4−26.7%減碼歷史
RCELAVITA Medical, Inc.COM27$143<0.1%−129−82.7%減碼歷史
ZURAZura Bio LtdSHS CL A136$143<0.1%+9+7.1%加碼歷史
BWMNBowman Consulting Group Ltd.COM5$144<0.1%−3−37.5%減碼歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES8$145<0.1%+6+300.0%加碼歷史
LCNBLCNB CorpCOM10$145<0.1%+9+900.0%加碼歷史
MPXMarine Products Group, LLCCOM17$145<0.1%−2−10.5%減碼歷史
BPRNPrinceton Bancorp, Inc.COM5$153<0.1%+3+150.0%加碼歷史
IIIInformation Services Group Inc.COM32$154<0.1%+10+45.5%加碼歷史
ESSAESSA Bancorp, Inc.COM8$155<0.1%+7+700.0%加碼歷史
AKAA.K.A. Brands Holding Corp.COM15$155<0.1%+12+400.0%加碼歷史
MOLNMolecular Partners AGADS41$157<0.1%+41新進歷史
AMLXAmylyx Pharmaceuticals, Inc.COM25$160<0.1%00.0%不變歷史
GRWGGrowGeneration Corp.COM178$166<0.1%+148+493.3%加碼歷史
Global X FDS37950E259GB MSCI AR ETF2$169<0.1%+2新進–
CBLLCeribell, Inc.COM9$169<0.1%−37−80.4%減碼歷史
SBDSSolo Brands, Inc.COM CL A579$174<0.1%−281−32.7%減碼歷史
NODKNI Holdings, Inc.COM14$178<0.1%−3−17.6%減碼歷史
NOTEFiscalNote Holdings, Inc.COMMON STOCK334$179<0.1%−68−16.9%減碼歷史
ATEXAnterix Inc.COM7$180<0.1%+6+600.0%加碼歷史
HOWLWerewolf Therapeutics, Inc.COM167$182<0.1%+132+377.1%加碼歷史
SHL Telemedicine Ltd78423T200ADS89$182<0.1%+89新進–
ATOSAtossa Therapeutics, Inc.COM221$183<0.1%+116+110.5%加碼歷史
ZIMVZimVie Inc.Stock20$187<0.1%−82−80.4%減碼歷史
BLNKBlink Charging Co.COM200$188<0.1%+175+700.0%加碼歷史
STRZStarz Entertainment CorpCOM12$193<0.1%+12新進歷史
PKOHPark Ohio Holdings CorpCOM11$197<0.1%+6+120.0%加碼歷史
TCXTucows IncCOM NEW10$197<0.1%−2−16.7%減碼歷史
XCHXCHG LtdADR147$197<0.1%+147新進歷史
SMTISanara MedTech Inc.COM7$199<0.1%−6−46.2%減碼歷史
PRPLPurple Innovation, Inc.COM278$203<0.1%+278新進歷史
STOKStoke Therapeutics, Inc.COM18$204<0.1%+18新進歷史
Capital Group Global Equity14020R107SHS7$205<0.1%+7新進–
SQNSSequans CommunicationsADR140$206<0.1%+140新進歷史
AKYAAkoya Biosciences, Inc.COM159$207<0.1%−52−24.6%減碼歷史
DMRCDigimarc CorpCOM16$211<0.1%−3−15.8%減碼歷史
LARLithium Argentina AGStock102$212<0.1%−132−56.4%減碼歷史
KGKestrel Group LtdCOM8$212<0.1%+8新進歷史
TWINTwin Disc IncCOM24$212<0.1%+24新進歷史
ERNAErnexa Therapeutics Inc.COM116$213<0.1%−1−0.8%減碼依 1 比 15 拆股換算歷史

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