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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
MNDYmonday.com Ltd.SHS150$4.72 萬<0.1%+65+76.5%加碼歷史
CVLTCommvault Systems IncCOM271$4.72 萬<0.1%+177+188.3%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD6,966$4.73 萬<0.1%+5,355+332.4%加碼歷史
ENSEnerSysCOM552$4.73 萬<0.1%+476+626.3%加碼歷史
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$4.74 萬<0.1%−320−20.0%減碼–
FCNFti Consulting, IncCOM294$4.75 萬<0.1%+212+258.5%加碼歷史
BRXBrixmor Property Group Inc.COM1,835$4.78 萬<0.1%+557+43.6%加碼歷史
DBXDropbox, Inc.CL A1,681$4.81 萬<0.1%+787+88.0%加碼歷史
INVAInnoviva, Inc.COM2,398$4.82 萬<0.1%+1,795+297.7%加碼歷史
AUBAtlantic Union Bankshares CorpCOM1,542$4.82 萬<0.1%+1,287+504.7%加碼歷史
U.S. Global Jets ETF26922A842ETF2,100$4.82 萬<0.1%−275−11.6%減碼–
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$4.84 萬<0.1%−155−7.2%減碼歷史
CAECae IncCOM1,660$4.86 萬<0.1%+75+4.7%加碼歷史
SLGSL Green Realty CorpCOM788$4.88 萬<0.1%+128+19.4%加碼歷史
JEFJefferies Financial Group Inc.COM892$4.88 萬<0.1%+548+159.3%加碼歷史
BOKFBok Financial CorpCOM NEW500$4.88 萬<0.1%+261+109.2%加碼歷史
MSMMSC Industrial Direct Co IncCL A576$4.90 萬<0.1%+326+130.4%加碼歷史
TECKTeck Resources LtdCL B1,213$4.90 萬<0.1%−830−40.6%減碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$4.91 萬<0.1%00.0%不變–
HTHTH World Group LtdSPONSORED ADS1,450$4.92 萬<0.1%+649+81.0%加碼歷史
SLVMSylvamo CorpCOMMON STOCK982$4.92 萬<0.1%+638+185.5%加碼歷史
KNSLKinsale Capital Group, Inc.Stock102$4.94 萬<0.1%+43+72.9%加碼歷史
iShares Tr464289867CORE 60 BALA ETF802$4.94 萬<0.1%00.0%不變–
COCOVita Coco Company, Inc.COM1,369$4.94 萬<0.1%+1,344+5,376.0%加碼歷史
WTFCWintrust Financial CorpCOM400$4.96 萬<0.1%+320+400.0%加碼歷史
BANFBancfirst CorpCOM402$4.97 萬<0.1%+364+957.9%加碼歷史
RMBSRambus IncCOM777$4.97 萬<0.1%+353+83.3%加碼歷史
ASRSoutheast Airport GroupSPON ADR SER B156$4.97 萬<0.1%+138+766.7%加碼歷史
KNFKnife River CorpStock612$5.00 萬<0.1%+29+5.0%加碼歷史
AESAES CorpStock4,750$5.00 萬<0.1%−610−11.4%減碼歷史
ADMAAdma Biologics, Inc.COM2,745$5.00 萬<0.1%+2,180+385.8%加碼歷史
TLNTalen Energy CorpCOM172$5.00 萬<0.1%+125+266.0%加碼歷史
NTCTNetscout Systems IncCOM2,016$5.00 萬<0.1%+1,917+1,936.4%加碼歷史
MRCYMercury Systems IncCOM929$5.00 萬<0.1%+234+33.7%加碼歷史
HXLHexcel CorpCOM886$5.00 萬<0.1%+804+980.5%加碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI2,237$5.01 萬<0.1%−6,356−74.0%減碼–
HRBH&R Block IncCOM914$5.02 萬<0.1%+497+119.2%加碼歷史
ENVAEnova International, Inc.COM450$5.02 萬<0.1%+350+350.0%加碼歷史
OROR Royalties Inc.COM SHS1,954$5.02 萬<0.1%+14+0.7%加碼歷史
RPAYRepay Holdings CorpCOM CL A10,433$5.03 萬<0.1%+7,217+224.4%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF994$5.04 萬<0.1%+496+99.6%加碼–
GPORGulfport Energy CorpCOMMON SHARES251$5.05 萬<0.1%+197+364.8%加碼歷史
SMBKSmartfinancial Inc.COM NEW1,499$5.06 萬<0.1%+472+46.0%加碼歷史
BMIBadger Meter IncCOM207$5.07 萬<0.1%+34+19.7%加碼歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF1,022$5.07 萬<0.1%−89−8.0%減碼–
HURNHuron Consulting Group Inc.Stock369$5.08 萬<0.1%+336+1,018.2%加碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN1,484$5.08 萬<0.1%00.0%不變–
TTMITTM Technologies IncCOM1,244$5.08 萬<0.1%+430+52.8%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS921$5.09 萬<0.1%−735−44.4%減碼歷史
IPGPIpg Photonics CorpCOM744$5.11 萬<0.1%+578+348.2%加碼歷史
PTENPatterson Uti Energy IncCOM8,621$5.11 萬<0.1%+7,171+494.6%加碼歷史
Vanguard Financials ETF92204A405ETF403$5.13 萬<0.1%+31+8.3%加碼–
ELMEElme CommunitiesSH BEN INT3,235$5.14 萬<0.1%+922+39.9%加碼歷史
SUPNSupernus Pharmaceuticals, Inc.COM1,632$5.14 萬<0.1%+1,632新進歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR2,342$5.15 萬<0.1%+1,666+246.4%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A3,768$5.17 萬<0.1%+1,464+63.5%加碼歷史
CBZCBIZ, Inc.COM722$5.18 萬<0.1%+450+165.4%加碼歷史
CFFNCapitol Federal Financial, Inc.COM8,501$5.19 萬<0.1%+5,470+180.5%加碼歷史
CELHCelsius Holdings, Inc.COM NEW1,119$5.19 萬<0.1%+794+244.3%加碼歷史
ENTGEntegris IncCOM644$5.20 萬<0.1%−1,317−67.2%減碼歷史
STAGSTAG Industrial, Inc.COM1,436$5.21 萬<0.1%+1,048+270.1%加碼歷史
TKRTimken CoCOM719$5.22 萬<0.1%+684+1,954.3%加碼歷史
CHCOCity Holding CoCOM428$5.24 萬<0.1%+352+463.2%加碼歷史
VLYValley National BancorpCOM5,884$5.25 萬<0.1%+4,177+244.7%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,402$5.25 萬<0.1%00.0%不變–
ITRIItron, Inc.COM401$5.28 萬<0.1%+81+25.3%加碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW12,305$5.28 萬<0.1%+1,152+10.3%加碼歷史
LNCLincoln National CorpCOM1,526$5.28 萬<0.1%+555+57.2%加碼歷史
TIGOMillicom International Cellular SACOM STK1,413$5.29 萬<0.1%+502+55.1%加碼歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$5.30 萬<0.1%+860新進–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD4,070$5.31 萬<0.1%+781+23.7%加碼–
BBarrick Mining CorpStock2,553$5.32 萬<0.1%+2,553新進歷史
WSFSWSFS Financial CorpCOM972$5.35 萬<0.1%+706+265.4%加碼歷史
HTBKHeritage Commerce CorpCOM5,403$5.37 萬<0.1%+5,370+16,272.7%加碼歷史
WLFCWillis Lease Finance CorpCOM377$5.38 萬<0.1%+377新進歷史
NJRNew Jersey Resources CorpStock1,203$5.39 萬<0.1%+868+259.1%加碼歷史
HOPEHope Bancorp IncCOM5,026$5.39 萬<0.1%+3,071+157.1%加碼歷史
SIGSignet Jewelers LtdSHS678$5.39 萬<0.1%+428+171.2%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF149$5.40 萬<0.1%00.0%不變–
WYWeyerhaeuser CoCOM NEW2,105$5.41 萬<0.1%+298+16.5%加碼歷史
UFPIUfp Industries IncCOM544$5.41 萬<0.1%+259+90.9%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR6,056$5.41 萬<0.1%+3,169+109.8%加碼歷史
MAPSWM Technology, Inc.COM60,434$5.41 萬<0.1%+70.0%加碼歷史
iShares Tr46435G102CONV BD ETF602$5.43 萬<0.1%−266−30.6%減碼–
VIVTelefonica Brasil S.A.SPONSORED ADS4,766$5.43 萬<0.1%+3,248+214.0%加碼歷史
BKUBankUnited, Inc.COM1,531$5.45 萬<0.1%+898+141.9%加碼歷史
GHGuardant Health, Inc.COM1,048$5.45 萬<0.1%+110+11.7%加碼歷史
CARGCarGurus, Inc.COM CL A1,639$5.49 萬<0.1%+1,362+491.7%加碼歷史
DNBDun & Bradstreet Holdings, Inc.COM6,037$5.49 萬<0.1%+5,414+869.0%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX523$5.49 萬<0.1%−48−8.4%減碼–
INSWInternational Seaways, Inc.COM1,508$5.50 萬<0.1%+1,293+601.4%加碼歷史
MAINMain Street Capital CORPCEF931$5.50 萬<0.1%00.0%不變歷史
TMHCTaylor Morrison Home CorpCOM897$5.51 萬<0.1%+720+406.8%加碼歷史
HRHealthcare Realty Trust IncCL A COM3,479$5.52 萬<0.1%−757−17.9%減碼歷史
GDSGDS Holdings LtdSPONSORED ADS1,806$5.52 萬<0.1%+531+41.6%加碼歷史
VVVValvoline IncCOM1,458$5.52 萬<0.1%+691+90.1%加碼歷史
AWRAmerican States Water CoCOM721$5.53 萬<0.1%+556+337.0%加碼歷史
AMGAffiliated Managers Group, Inc.Stock281$5.53 萬<0.1%+133+89.9%加碼歷史
AKRAcadia Realty TrustCOM SH BEN INT2,984$5.54 萬<0.1%+2,309+342.1%加碼歷史
TALOTalos Energy Inc.COM6,560$5.56 萬<0.1%+5,236+395.5%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