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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
CVGWCalavo Growers IncCOM914$2.43 萬<0.1%+797+681.2%加碼歷史
IMAXImax CorpCOM870$2.43 萬<0.1%+339+63.8%加碼歷史
ZDZiff Davis, Inc.COM804$2.43 萬<0.1%+302+60.2%加碼歷史
CWENClearway Energy, Inc.CL C761$2.44 萬<0.1%−721−48.7%減碼歷史
FLFoot Locker, Inc.COM995$2.44 萬<0.1%+437+78.3%加碼歷史
ARLPAlliance Resource Partners LPStock934$2.44 萬<0.1%+24+2.6%加碼歷史
CMPRCIMPRESS plcSHS EURO521$2.45 萬<0.1%+482+1,235.9%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM384$2.45 萬<0.1%−1,912−83.3%減碼–
IBCPIndependent Bank CorpCOM NEW757$2.45 萬<0.1%+722+2,062.9%加碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK1,195$2.46 萬<0.1%+663+124.6%加碼歷史
BAPCredicorp LtdCOM110$2.46 萬<0.1%+13+13.4%加碼歷史
AAONAaon, Inc.COM PAR $0.004334$2.46 萬<0.1%+164+96.5%加碼歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD253$2.46 萬<0.1%+2+0.8%加碼–
AESIAtlas Energy Solutions Inc.COM NEW1,844$2.47 萬<0.1%+1,844新進歷史
UEUrban Edge PropertiesCOM1,322$2.47 萬<0.1%+1,071+426.7%加碼歷史
ROIVRoivant Sciences Ltd.SHS2,190$2.47 萬<0.1%+40+1.9%加碼歷史
ZZillow Group, Inc.CL C CAP STK354$2.48 萬<0.1%+53+17.6%加碼歷史
MYGNMyriad Genetics IncCOM4,672$2.48 萬<0.1%+4,480+2,333.3%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR924$2.48 萬<0.1%−95−9.3%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM160$2.48 萬<0.1%+92+135.3%加碼歷史
DIODDiodes IncCOM470$2.49 萬<0.1%+205+77.4%加碼歷史
LINELineage, Inc.COM572$2.49 萬<0.1%+362+172.4%加碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF505$2.49 萬<0.1%+4+0.8%加碼–
WYNNWynn Resorts LtdCOM266$2.49 萬<0.1%+36+15.7%加碼歷史
NICNicolet Bankshares IncCOM202$2.50 萬<0.1%+197+3,940.0%加碼歷史
HPHelmerich & Payne, Inc.COM1,647$2.50 萬<0.1%+1,582+2,433.8%加碼歷史
SHOOSteven Madden, Ltd.COM1,045$2.51 萬<0.1%+485+86.6%加碼歷史
TRNOTerreno Realty CorpCOM447$2.51 萬<0.1%+189+73.3%加碼歷史
DEAEasterly Government Properties, Inc.COM SHS1,130$2.51 萬<0.1%+987+689.1%加碼依 2 比 5 拆股換算歷史
TENTsakos Energy Navigation LtdSHS1,311$2.52 萬<0.1%+993+312.3%加碼歷史
WLYJohn Wiley & Sons, Inc.CL A564$2.52 萬<0.1%+473+519.8%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A911$2.52 萬<0.1%+532+140.4%加碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A513$2.52 萬<0.1%+487+1,873.1%加碼歷史
RLJRLJ Lodging TrustCOM3,470$2.53 萬<0.1%+3,347+2,721.1%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.53 萬<0.1%00.0%不變歷史
PNNTPennantpark Investment CorpCOM3,695$2.53 萬<0.1%+1,853+100.6%加碼歷史
CYTKCytokinetics IncCOM NEW766$2.53 萬<0.1%+673+723.7%加碼歷史
SNCYSun Country Airlines Holdings, LLCCOM2,158$2.54 萬<0.1%+2,040+1,728.8%加碼歷史
SAGESage Therapeutics, Inc.COM2,782$2.54 萬<0.1%+1,404+101.9%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,321$2.54 萬<0.1%+378+40.1%加碼歷史
BHFBrighthouse Financial, Inc.COM473$2.54 萬<0.1%+182+62.5%加碼歷史
DEIDouglas Emmett IncCOM1,694$2.55 萬<0.1%+1,166+220.8%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM314$2.55 萬<0.1%+133+73.5%加碼歷史
TSBKTimberland Bancorp IncCOM817$2.55 萬<0.1%+813+20,325.0%加碼歷史
FORForestar Group Inc.COM1,275$2.55 萬<0.1%−2,772−68.5%減碼歷史
FOLDAmicus Therapeutics, Inc.COM4,455$2.55 萬<0.1%+3,677+472.6%加碼歷史
GOODGladstone Commercial CorpCOM1,788$2.56 萬<0.1%+1,578+751.4%加碼歷史
SXCSunCoke Energy, Inc.COM2,992$2.57 萬<0.1%+2,528+544.8%加碼歷史
PACPacific Airport GroupSPON ADS B112$2.57 萬<0.1%+35+45.5%加碼歷史
NPKINPK International Inc.COM SHS3,022$2.57 萬<0.1%+3,022新進歷史
Townebank Portsmouth Va89214P109COM753$2.57 萬<0.1%+680+931.5%加碼–
PRGOPERRIGO Co plcSHS965$2.58 萬<0.1%+281+41.1%加碼歷史
WMKWeis Markets IncCOM356$2.58 萬<0.1%+184+107.0%加碼歷史
CSWCSW Industrials, Inc.COM90$2.58 萬<0.1%+44+95.7%加碼歷史
FSSFederal Signal CorpCOM243$2.59 萬<0.1%+142+140.6%加碼歷史
WSBFWaterstone Financial, Inc.COM1,875$2.59 萬<0.1%+1,590+557.9%加碼歷史
ECHOEchoStar CORPCL A938$2.60 萬<0.1%+163+21.0%加碼歷史
DHILDiamond Hill Investment Group IncCOM NEW179$2.60 萬<0.1%+163+1,018.8%加碼歷史
STKLSunOpta Inc.COM4,502$2.61 萬<0.1%+3,981+764.1%加碼歷史
ALXAlexanders IncCOM116$2.61 萬<0.1%+100+625.0%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US381$2.61 萬<0.1%+1+0.3%加碼–
CVBFCVB Financial CorpCOM1,322$2.62 萬<0.1%+470+55.2%加碼歷史
CWKCushman & Wakefield Ltd.SHS2,364$2.62 萬<0.1%+1,321+126.7%加碼歷史
NICENICE Ltd.SPONSORED ADR155$2.62 萬<0.1%−3−1.9%減碼歷史
FCPTFour Corners Property Trust, Inc.COM975$2.62 萬<0.1%+215+28.3%加碼歷史
JBSSSanfilippo John B & Son IncCOM415$2.62 萬<0.1%+384+1,238.7%加碼歷史
OSBCOld Second Bancorp IncCOM1,480$2.63 萬<0.1%+1,215+458.5%加碼歷史
TRSTTrustco Bank Corp N YCOM NEW786$2.63 萬<0.1%+755+2,435.5%加碼歷史
PCORProcore Technologies, Inc.COM384$2.63 萬<0.1%−124−24.4%減碼歷史
PFSIPennyMac Financial Services, Inc.COM264$2.63 萬<0.1%+264新進歷史
THSTreeHouse Foods, Inc.COM1,355$2.63 萬<0.1%+1,033+320.8%加碼歷史
RVTRoyce Small-Cap Trust, Inc.COM1,750$2.63 萬<0.1%00.0%不變歷史
SOHUSohu.com LtdSPONSORED ADS1,993$2.65 萬<0.1%+860+75.9%加碼歷史
MGEEMge Energy IncCOM300$2.65 萬<0.1%+8+2.7%加碼歷史
DXCDXC Technology CoStock1,737$2.66 萬<0.1%+1,227+240.6%加碼歷史
RAMPLiveRamp Holdings, Inc.COM804$2.66 萬<0.1%+381+90.1%加碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG822$2.66 萬<0.1%+125+17.9%加碼–
HGVHilton Grand Vacations Inc.COM641$2.66 萬<0.1%+565+743.4%加碼歷史
AZEKAZEK Co Inc.CL A490$2.66 萬<0.1%+50+11.4%加碼歷史
GMSGMS Inc.COM245$2.66 萬<0.1%+179+271.2%加碼歷史
RELYRemitly Global, Inc.COM1,420$2.67 萬<0.1%+333+30.6%加碼歷史
CPKChesapeake Utilities CorpCOM222$2.67 萬<0.1%+108+94.7%加碼歷史
MRCMRC Global Inc.COM1,948$2.67 萬<0.1%+1,948新進歷史
iShares Tips Bond ETF464287176ETF243$2.67 萬<0.1%−90−27.0%減碼–
JOBYJoby Aviation, Inc.COMMON STOCK2,540$2.68 萬<0.1%+1,880+284.8%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.68 萬<0.1%00.0%不變–
BBDBank BradescoSP ADR PFD NEW8,685$2.68 萬<0.1%+4,353+100.5%加碼歷史
NBTBNBT Bancorp IncCOM646$2.68 萬<0.1%+609+1,645.9%加碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF296$2.69 萬<0.1%+246+492.0%加碼–
ALGMAllegro Microsystems, Inc.COM788$2.69 萬<0.1%−226−22.3%減碼歷史
RRXRegal Rexnord CorpCOM186$2.70 萬<0.1%+49+35.8%加碼歷史
ZEUSOlympic Steel IncCOM831$2.71 萬<0.1%+741+823.3%加碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.71 萬<0.1%00.0%不變歷史
SRCE1st Source CorpCOM437$2.71 萬<0.1%+371+562.1%加碼歷史
FBINFortune Brands Innovations, Inc.COM527$2.71 萬<0.1%+323+158.3%加碼歷史
PFSProvident Financial Services IncCOM1,548$2.71 萬<0.1%+1,210+358.0%加碼歷史
CRCLCircle Internet Group, Inc.COM CL A150$2.72 萬<0.1%+150新進歷史
GMEDGlobus Medical IncStock462$2.73 萬<0.1%+197+74.3%加碼歷史
iShares Tr46435G250HIGH YLD SYSTM B575$2.73 萬<0.1%−363−38.7%減碼–
Innovator ETFs Trust45782C342US SML CP PWR ET843$2.73 萬<0.1%00.0%不變–

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