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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
STRLSterling Infrastructure, Inc.COM81$1.87 萬<0.1%+16+24.6%加碼歷史
TNKTeekay Tankers Ltd.CL A448$1.87 萬<0.1%+290+183.5%加碼歷史
SHOSunstone Hotel Investors, Inc.COM2,155$1.87 萬<0.1%+2,155新進歷史
ARDXArdelyx, Inc.COM4,774$1.87 萬<0.1%+3,881+434.6%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH508$1.88 萬<0.1%−171−25.2%減碼–
SCSCScansource, Inc.COM449$1.88 萬<0.1%+282+168.9%加碼歷史
FPIFarmland Partners Inc.COM1,633$1.88 萬<0.1%+1,496+1,092.0%加碼歷史
HOUSAnywhere Real Estate Inc.COM5,203$1.88 萬<0.1%+259+5.2%加碼歷史
TACTransalta CorpCOM1,747$1.89 萬<0.1%−119−6.4%減碼歷史
VEONVEON Ltd.SPONSORED ADS410$1.89 萬<0.1%+410新進歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.90 萬<0.1%00.0%不變–
CIVICivitas Resources, Inc.EQUITY US CM690$1.90 萬<0.1%−820−54.3%減碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.90 萬<0.1%00.0%不變–
VETVermilion Energy Inc.COM2,618$1.91 萬<0.1%+510+24.2%加碼歷史
LEGLeggett & Platt IncStock2,137$1.91 萬<0.1%+1,351+171.9%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A251$1.91 萬<0.1%+112+80.6%加碼歷史
ASAmer Sports, Inc.COM SHS492$1.91 萬<0.1%+179+57.2%加碼歷史
iShares Inc464286608MSCI EURZONE ETF321$1.91 萬<0.1%00.0%不變–
CPACCementos Pacasmayo SaaSPONSORED ADR3,209$1.91 萬<0.1%+3,209新進歷史
ONTOnterris, Inc.COM873$1.91 萬<0.1%+854+4,494.7%加碼歷史
AHRTAH Realty Trust, Inc.COM2,784$1.91 萬<0.1%+2,545+1,064.9%加碼歷史
MGAMagna International IncCOM496$1.92 萬<0.1%−165−25.0%減碼歷史
CFLTConfluent, Inc.CLASS A COM769$1.92 萬<0.1%+378+96.7%加碼歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I284$1.92 萬<0.1%+4+1.4%加碼–
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.92 萬<0.1%00.0%不變–
GXOGXO Logistics, Inc.Stock394$1.92 萬<0.1%+339+616.4%加碼歷史
CWHCamping World Holdings, Inc.CL A1,117$1.92 萬<0.1%+678+154.4%加碼歷史
VREVeris Residential, Inc.COM1,290$1.92 萬<0.1%+547+73.6%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A92$1.92 萬<0.1%+24+35.3%加碼歷史
CARTMaplebear Inc.COM425$1.92 萬<0.1%+245+136.1%加碼歷史
LXFRLuxfer Holdings PLCSHS1,579$1.92 萬<0.1%+38+2.5%加碼歷史
DLXDeluxe CorpCOM1,209$1.92 萬<0.1%+768+174.1%加碼歷史
CUBECubeSmartREIT453$1.93 萬<0.1%+380+520.5%加碼歷史
HTZHertz Global Holdings, IncCOM NEW2,820$1.93 萬<0.1%−6,843−70.8%減碼歷史
EGBNEagle Bancorp IncCOM989$1.93 萬<0.1%+863+684.9%加碼歷史
New Gold Inc Cda644535106COM3,913$1.94 萬<0.1%+3,913新進–
CSANYCosan S.A.ADS3,840$1.94 萬<0.1%+238+6.6%加碼歷史
Kuke Music Hldg Ltd501229108SPONSORED ADS6,317$1.94 萬<0.1%+6,317新進–
MTUSMetallus Inc.COM1,259$1.94 萬<0.1%+1,182+1,535.1%加碼歷史
CNOBConnectOne Bancorp, Inc.COM839$1.94 萬<0.1%+740+747.5%加碼歷史
EXKEndeavour Silver CorpCOM3,969$1.95 萬<0.1%−465−10.5%減碼歷史
BLNDBlend Labs, Inc.CL A5,930$1.96 萬<0.1%+5,311+858.0%加碼歷史
FRPHFRP Holdings, Inc.COM728$1.96 萬<0.1%+675+1,273.6%加碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ407$1.96 萬<0.1%00.0%不變–
CSGSCSG Systems International IncCOM300$1.96 萬<0.1%+176+141.9%加碼歷史
VISNVistance Networks, Inc.COM2,372$1.96 萬<0.1%+2,292+2,865.0%加碼歷史
FLGFlagstar Bank, National AssociationStock1,854$1.97 萬<0.1%+1,598+624.2%加碼歷史
IPGInterpublic Group of Companies, Inc.COM803$1.97 萬<0.1%+143+21.7%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW742$1.97 萬<0.1%+570+331.4%加碼歷史
PVHPVH Corp.COM287$1.97 萬<0.1%+95+49.5%加碼歷史
iShares Tr464288356CALIF MUN BD ETF354$1.97 萬<0.1%+3+0.9%加碼–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$1.97 萬<0.1%00.0%不變歷史
TRCTejon Ranch CoCOM1,164$1.97 萬<0.1%+1,137+4,211.1%加碼歷史
EPRTEssential Properties Realty Trust, Inc.COM620$1.98 萬<0.1%−17−2.7%減碼歷史
AZTAAzenta, Inc.COM644$1.98 萬<0.1%+501+350.3%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A1,318$1.98 萬<0.1%+506+62.3%加碼歷史
MDPediatrix Medical Group, Inc.COM1,384$1.99 萬<0.1%+477+52.6%加碼歷史
LEN.BLennar CorpCL B189$1.99 萬<0.1%+176+1,353.8%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM427$1.99 萬<0.1%−89−17.2%減碼歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL559$2.00 萬<0.1%+2+0.4%加碼–
HOMBHome Bancshares IncCOM702$2.00 萬<0.1%+664+1,747.4%加碼歷史
WMSAdvanced Drainage Systems, Inc.COM174$2.00 萬<0.1%+101+138.4%加碼歷史
iShares Tr46429B333GNMA BOND ETF455$2.00 萬<0.1%−451−49.8%減碼–
HUBGHub Group, Inc.CL A601$2.01 萬<0.1%+146+32.1%加碼歷史
CCBGCapital City Bank Group IncCOM511$2.01 萬<0.1%+505+8,416.7%加碼歷史
ERIEErie Indemnity CoCL A58$2.01 萬<0.1%−1−1.7%減碼歷史
RMRRMR Group Inc.CL A1,231$2.01 萬<0.1%+1,001+435.2%加碼歷史
PLOWDouglas Dynamics, IncCOM683$2.01 萬<0.1%+504+281.6%加碼歷史
HEHawaiian Electric Industries IncCOM1,894$2.01 萬<0.1%+352+22.8%加碼歷史
MSBIMidland States Bancorp, Inc.COM1,166$2.02 萬<0.1%+1,091+1,454.7%加碼歷史
VFCV F CorpStock1,721$2.02 萬<0.1%−1,338−43.7%減碼歷史
AVOMission Produce, Inc.COM1,727$2.02 萬<0.1%+1,454+532.6%加碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM754$2.03 萬<0.1%+169+28.9%加碼歷史
BCRXBiocryst Pharmaceuticals IncCOM2,265$2.03 萬<0.1%+1,195+111.7%加碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW735$2.03 萬<0.1%+486+195.2%加碼歷史
DANDANA IncCOM1,184$2.03 萬<0.1%−141−10.6%減碼歷史
AVNSAvanos Medical, Inc.Stock1,662$2.03 萬<0.1%+1,504+951.9%加碼歷史
DRSLeonardo DRS, Inc.Stock438$2.04 萬<0.1%+419+2,205.3%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW2,697$2.04 萬<0.1%+1,709+173.0%加碼歷史
BBIOBridgeBio Pharma, Inc.COM472$2.04 萬<0.1%+244+107.0%加碼歷史
PCRXPacira BioSciences, Inc.COM853$2.04 萬<0.1%+781+1,084.7%加碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR619$2.04 萬<0.1%+619新進歷史
NEOGNeogen CorpCOM4,278$2.04 萬<0.1%+1,175+37.9%加碼歷史
PRDOPerdoceo Education CorpCOM626$2.05 萬<0.1%+558+820.6%加碼歷史
iShares Tr464287192US TRSPRTION300$2.06 萬<0.1%00.0%不變–
RUNSunrun Inc.COM2,514$2.06 萬<0.1%+1,484+144.1%加碼歷史
JAMFJamf Holding Corp.COM2,168$2.06 萬<0.1%+1,581+269.3%加碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM2,118$2.06 萬<0.1%−3,224−60.4%減碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$2.07 萬<0.1%00.0%不變–
BANCBanc of California, Inc.COM1,474$2.07 萬<0.1%+667+82.7%加碼歷史
CHCTCommunity Healthcare Trust IncCOM1,249$2.08 萬<0.1%+1,237+10,308.3%加碼歷史
JOUTJohnson Outdoors IncCL A688$2.08 萬<0.1%+688新進歷史
CMPCompass Minerals International IncStock1,037$2.08 萬<0.1%+570+122.1%加碼歷史
CVCOCavco Industries, Inc.COM48$2.09 萬<0.1%+23+92.0%加碼歷史
iShares Tr464287390LATN AMER 40 ETF796$2.09 萬<0.1%00.0%不變–
ACADAcadia Pharmaceuticals IncCOM968$2.09 萬<0.1%−717−42.6%減碼歷史
PEBOPeoples Bancorp IncCOM685$2.09 萬<0.1%+588+606.2%加碼歷史
NKTRNektar TherapeuticsCOM810$2.09 萬<0.1%+717+773.5%加碼依 1 比 15 拆股換算歷史
STELStellar Bancorp, Inc.COM751$2.10 萬<0.1%+618+464.7%加碼歷史
PLTKPlaytika Holding Corp.COM4,443$2.10 萬<0.1%+2,123+91.5%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