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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
FGF&G Annuities & Life, Inc.COMMON STOCK659$2.11 萬<0.1%+176+36.4%加碼歷史
INFAInformatica Inc.COM CL A869$2.12 萬<0.1%+475+120.6%加碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK3,430$2.12 萬<0.1%+508+17.4%加碼歷史
FEDUFour Seasons Education (Cayman) Inc.ADR2,074$2.13 萬<0.1%+2,074新進歷史
GRBKGreen Brick Partners, Inc.COM339$2.13 萬<0.1%+177+109.3%加碼歷史
VSATViasat IncCOM1,460$2.13 萬<0.1%+586+67.0%加碼歷史
IIINInsteel Industries IncCOM573$2.13 萬<0.1%+432+306.4%加碼歷史
CZNCCitizens & Northern CorpCOM1,127$2.13 萬<0.1%+1,120+16,000.0%加碼歷史
BLDQXO Insulation, LLCStock66$2.14 萬<0.1%+36+120.0%加碼歷史
PJTPJT Partners Inc.COM CL A130$2.15 萬<0.1%+44+51.2%加碼歷史
AMBPArdagh Metal Packaging S.A.SHS5,020$2.15 萬<0.1%+3,831+322.2%加碼歷史
LUMNLumen Technologies, Inc.Stock4,908$2.15 萬<0.1%+1,633+49.9%加碼歷史
CIBGrupo Cibest S.A.SPON ADS466$2.15 萬<0.1%+418+870.8%加碼歷史
EGYVaalco Energy IncCOM NEW5,964$2.15 萬<0.1%+3,787+174.0%加碼歷史
BANDBandwidth Inc.COM CL A1,357$2.16 萬<0.1%+1,244+1,100.9%加碼歷史
MACMacerich CoCOM1,334$2.16 萬<0.1%+224+20.2%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM6,586$2.16 萬<0.1%+1,800+37.6%加碼歷史
RGTIRigetti Computing, Inc.COMMON STOCK1,822$2.16 萬<0.1%−121−6.2%減碼歷史
STCStewart Information Services CorpCOM332$2.16 萬<0.1%+269+427.0%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH979$2.16 萬<0.1%+6+0.6%加碼–
ATATAtour Lifestyle Holdings LtdSPONSORED ADS666$2.17 萬<0.1%+666新進歷史
SNEXStoneX Group Inc.COM238$2.17 萬<0.1%−209−46.8%減碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF700$2.17 萬<0.1%−706−50.2%減碼–
ASTEAstec Industries IncCOM523$2.18 萬<0.1%+512+4,654.5%加碼歷史
USPHU S Physical Therapy IncCOM279$2.18 萬<0.1%+258+1,228.6%加碼歷史
CHEFChefs' Warehouse, Inc.COM343$2.19 萬<0.1%+263+328.8%加碼歷史
Motley Fool Small-Cap Growth ETF74933W874ETF620$2.19 萬<0.1%00.0%不變–
SHAKShake Shack Inc.CL A156$2.19 萬<0.1%+63+67.7%加碼歷史
AIRAar CorpStock319$2.19 萬<0.1%+150+88.8%加碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS1,367$2.20 萬<0.1%+1,131+479.2%加碼歷史
SEI Exchange Traded Funds81589A205QIM US LARGE CAP522$2.20 萬<0.1%+1+0.2%加碼–
ARRArmour Residential REIT, Inc.COM SHS1,310$2.20 萬<0.1%+334+34.2%加碼歷史
MIRMMirum Pharmaceuticals, Inc.COM433$2.20 萬<0.1%+53+13.9%加碼歷史
ADAGAdagene Inc.ADS11,307$2.20 萬<0.1%+11,307新進歷史
GLBEGlobal-E Online Ltd.SHS659$2.21 萬<0.1%+271+69.8%加碼歷史
REZIResideo Technologies, Inc.Stock1,002$2.21 萬<0.1%+503+100.8%加碼歷史
REVGREV Group, Inc.COM465$2.21 萬<0.1%+324+229.8%加碼歷史
DXDynex Capital IncCOM1,811$2.21 萬<0.1%+1,380+320.2%加碼歷史
AGIAlamos Gold IncStock835$2.22 萬<0.1%−262−23.9%減碼歷史
WSCWillScot Holdings CorpCOM CL A812$2.23 萬<0.1%+663+445.0%加碼歷史
WPPWPP plcADR636$2.23 萬<0.1%+90+16.5%加碼歷史
WRLDWorld Acceptance CorpCOM135$2.23 萬<0.1%+130+2,600.0%加碼歷史
HPKHighPeak Energy, Inc.COM2,281$2.24 萬<0.1%+2,093+1,113.3%加碼歷史
QCRHQCR Holdings IncCOM330$2.24 萬<0.1%+294+816.7%加碼歷史
PCHPotlatchdeltic CorpCOM584$2.24 萬<0.1%+237+68.3%加碼歷史
TRINTrinity Capital Inc.COM1,598$2.25 萬<0.1%+587+58.1%加碼歷史
XYZBlock, Inc.CL A332$2.26 萬<0.1%−132−28.4%減碼歷史
SUZSuzano S.A.SPON ADS2,402$2.26 萬<0.1%+2,102+700.7%加碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR1,314$2.27 萬<0.1%+254+24.0%加碼歷史
HSICHenry Schein IncCOM311$2.27 萬<0.1%−15−4.6%減碼歷史
TFSLTFS Financial CORPCOM1,755$2.27 萬<0.1%+1,129+180.4%加碼歷史
AXIAYAXIA Energia S.A.SPONSORED ADR3,060$2.27 萬<0.1%+2,945+2,560.9%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM1,049$2.28 萬<0.1%+788+301.9%加碼歷史
EPAMEPAM Systems, Inc.COM129$2.28 萬<0.1%+28+27.7%加碼歷史
TCBKTrico BancsharesCOM564$2.28 萬<0.1%+525+1,346.2%加碼歷史
EPCEdgewell Personal Care CoCOM977$2.29 萬<0.1%+856+707.4%加碼歷史
PMTPennyMac Mortgage Investment TrustCOM1,785$2.30 萬<0.1%+1,157+184.2%加碼歷史
HNIHni CorpStock467$2.30 萬<0.1%+420+893.6%加碼歷史
GBXGreenbrier Companies IncStock500$2.30 萬<0.1%+161+47.5%加碼歷史
CATYCathay General BancorpCOM506$2.30 萬<0.1%+459+976.6%加碼歷史
HRTGHeritage Insurance Holdings, Inc.COM924$2.30 萬<0.1%+637+222.0%加碼歷史
MMacy's, Inc.COM1,977$2.31 萬<0.1%−1,258−38.9%減碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.31 萬<0.1%00.0%不變–
OWLBlue Owl Capital Inc.COM CL A1,202$2.31 萬<0.1%+525+77.5%加碼歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT339$2.31 萬<0.1%00.0%不變–
BNY Mellon ETF Trust09661T107US LRG CP CORE195$2.31 萬<0.1%00.0%不變–
CALYCallaway Golf CoCOM2,874$2.31 萬<0.1%+2,873+287,300.0%加碼歷史
LIONLionsgate Studios Corp.COM3,990$2.32 萬<0.1%+3,990新進歷史
CLDTChatham Lodging TrustCOM3,331$2.32 萬<0.1%+3,325+55,416.7%加碼歷史
LTCLTC Properties IncREIT671$2.32 萬<0.1%+454+209.2%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS2,411$2.33 萬<0.1%−538−18.2%減碼歷史
IRTIndependence Realty Trust, Inc.COM1,316$2.33 萬<0.1%+313+31.2%加碼歷史
GNEGenie Energy Ltd.CL B870$2.34 萬<0.1%+800+1,142.9%加碼歷史
WKCWorld Kinect CorpCOM827$2.34 萬<0.1%+720+672.9%加碼歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S350$2.35 萬<0.1%−650−65.0%減碼–
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$2.36 萬<0.1%00.0%不變–
MATXMatson, Inc.COM212$2.36 萬<0.1%+68+47.2%加碼歷史
OPLNOPENLANE, Inc.COM967$2.36 萬<0.1%+271+38.9%加碼歷史
iShares MSCI India ETF46429B598ETF425$2.37 萬<0.1%+383+911.9%加碼–
PLUSEplus IncCOM329$2.37 萬<0.1%+197+149.2%加碼歷史
UTLUnitil CorpCOM455$2.37 萬<0.1%+390+600.0%加碼歷史
TDUPThredUp Inc.CL A3,177$2.38 萬<0.1%+2,919+1,131.4%加碼歷史
SNDRSchneider National, Inc.CL B987$2.38 萬<0.1%+404+69.3%加碼歷史
EVEREverQuote, Inc.COM CL A987$2.39 萬<0.1%+860+677.2%加碼歷史
Bank First Corporation Com05676F108Stock203$2.39 萬<0.1%+183+915.0%加碼–
BASECouchbase, Inc.COM980$2.39 萬<0.1%+880+880.0%加碼歷史
AMSFAmerisafe IncCOM547$2.39 萬<0.1%+498+1,016.3%加碼歷史
UWMCUWM Holdings CorpCOM CL A5,781$2.39 萬<0.1%−1,415−19.7%減碼歷史
WMGWarner Music Group Corp.COM CL A879$2.40 萬<0.1%+181+25.9%加碼歷史
EQBKEquity Bancshares IncCOM CL A587$2.40 萬<0.1%+570+3,352.9%加碼歷史
YORWYork Water CoCOM760$2.40 萬<0.1%+715+1,588.9%加碼歷史
ANABAnaptysbio, IncCOM1,082$2.40 萬<0.1%+1,040+2,476.2%加碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B683$2.41 萬<0.1%−17−2.4%減碼歷史
HGHamilton Insurance Group, Ltd.CL B1,115$2.41 萬<0.1%+984+751.1%加碼歷史
ADNTAdient plcStock1,239$2.41 萬<0.1%+1,136+1,102.9%加碼歷史
WLKWestlake CorpCOM318$2.41 萬<0.1%+243+324.0%加碼歷史
REALTheRealReal, Inc.COM5,044$2.42 萬<0.1%−326−6.1%減碼歷史
DCOMDime Commercial Bancshares, Inc.COM900$2.42 萬<0.1%+417+86.3%加碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM378$2.43 萬<0.1%−17−4.3%減碼–
WGOWinnebago Industries IncCOM838$2.43 萬<0.1%+400+91.3%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