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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
TPICQTpi Composites, IncCOM250$215<0.1%−25−9.1%減碼歷史
JYNTJOINT CorpCOM19$219<0.1%+16+533.3%加碼歷史
DIBS1stdibs.com, Inc.COM80$220<0.1%+80新進歷史
SLNDSouthland Holdings, Inc.COM53$221<0.1%+21+65.6%加碼歷史
RHLDResolute Holdings Management, Inc.COM7$223<0.1%+7新進歷史
GWRSGlobal Water Resources, Inc.COM22$224<0.1%+22新進歷史
SCPHscPharmaceuticals Inc.COM59$225<0.1%−33−35.9%減碼歷史
CRVOCervoMed Inc.COM36$226<0.1%00.0%不變歷史
QRHCQuest Resource Holding CorpCOM NEW112$226<0.1%+109+3,633.3%加碼歷史
CELCCelcuity Inc.COM17$227<0.1%00.0%不變歷史
GEOSGeospace Technologies CorpCOM16$228<0.1%+16新進歷史
PALProficient Auto Logistics, IncCOM32$232<0.1%+6+23.1%加碼歷史
WEYSWeyco Group IncCOM7$232<0.1%+6+600.0%加碼歷史
SEPNSepterna, Inc.COM22$233<0.1%+22新進歷史
GENVRGen Digital Inc.COM29$233<0.1%+29新進歷史
XNETXunlei LtdSPONSORED ADS58$235<0.1%+58新進歷史
WBTNWEBTOON Entertainment Inc.COM26$236<0.1%−13−33.3%減碼歷史
KLXEKLX Energy Services Holdings, Inc.COM NEW127$237<0.1%−349−73.3%減碼歷史
SRPTSarepta Therapeutics, Inc.COM14$239<0.1%−119−89.5%減碼歷史
JGAurora Mobile LtdSPON ADS23$248<0.1%+23新進歷史
BAKBraskem SASP ADR PFD A76$249<0.1%−149−66.2%減碼歷史
IPSCCentury Therapeutics, Inc.COM455$254<0.1%+414+1,009.8%加碼歷史
NGNENeurogene Inc.COM17$254<0.1%−1−5.6%減碼歷史
SAMGSilvercrest Asset Management Group Inc.CL A16$254<0.1%+7+77.8%加碼歷史
BEAMBeam Therapeutics Inc.COM15$255<0.1%−141−90.4%減碼歷史
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR12$255<0.1%+12新進歷史
IMVTImmunovant, Inc.COM16$256<0.1%−187−92.1%減碼歷史
ACICAmerican Coastal Insurance CorpCOM23$256<0.1%−24−51.1%減碼歷史
TAYDTaylor Devices, Inc.COM6$260<0.1%00.0%不變歷史
ALXOAlx Oncology Holdings IncCOM629$261<0.1%+99+18.7%加碼歷史
Oriental Rise Hldgs LtdG6781A102SHS478$262<0.1%+478新進–
AMCXAMC Global Media Inc.CL A42$263<0.1%+3+7.7%加碼歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS20$263<0.1%+20新進歷史
LNZALanzaTech Global, Inc.COMMON STOCK974$264<0.1%−534−35.4%減碼歷史
CURVTorrid Holdings Inc.COM91$268<0.1%+50+122.0%加碼歷史
BZUNBaozun Inc.SPONSORED ADR108$270<0.1%−84−43.8%減碼歷史
THRDThird Harmonic Bio, Inc.COM50$272<0.1%+50新進歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$273<0.1%00.0%不變–
NAUTNautilus Biotechnology, Inc.COM378$274<0.1%+233+160.7%加碼歷史
KRROKorro Bio, Inc.COM22$275<0.1%+22新進歷史
NWFLNorwood Financial CorpCOM11$284<0.1%+9+450.0%加碼歷史
CVLGCovenant Logistics Group, Inc.CL A12$289<0.1%−9−42.9%減碼歷史
GLSIGreenwich LifeSciences, Inc.COM32$290<0.1%+29+966.7%加碼歷史
SSBKSouthern States Bancshares, Inc.COM8$291<0.1%+8新進歷史
CIXCompx International IncCL A11$292<0.1%+7+175.0%加碼歷史
GDRXGoodRx Holdings, Inc.COM CL A59$294<0.1%−51−46.4%減碼歷史
FFFutureFuel Corp.COM76$295<0.1%−236−75.6%減碼歷史
iShares Inc464286665MSCI PAC JP ETF6$296<0.1%00.0%不變–
AFRIForafric Global PLCORDINARY SHARES38$296<0.1%+28+280.0%加碼歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF14$300<0.1%+14新進–
TSQTownsquare Media, Inc.CL A38$301<0.1%−202−84.2%減碼歷史
ATNMActinium Pharmaceuticals, Inc.COM215$301<0.1%+47+28.0%加碼歷史
WWRWestwater Resources, Inc.COM NEW500$301<0.1%00.0%不變歷史
LWLGLightwave Logic, Inc.COM243$302<0.1%−5−2.0%減碼歷史
TALKTalkspace, Inc.COM109$303<0.1%−173−61.3%減碼歷史
FSTRFoster L B CoCOM14$306<0.1%+14新進歷史
OSUROrasure Technologies IncCOM103$309<0.1%+98+1,960.0%加碼歷史
SWK Holdings Corp78501P203COM NEW21$310<0.1%+19+950.0%加碼–
LRELead Real Estate Co., LtdSPONS ADS172$310<0.1%+172新進歷史
FINVFinVolution GroupSPONSORED ADS33$313<0.1%−531−94.1%減碼歷史
INBXInhibrx Biosciences, Inc.COM22$314<0.1%+16+266.7%加碼歷史
iShares Tr46429B606MSCI POLAND ETF10$323<0.1%00.0%不變–
MBLYMobileye Global Inc.Stock18$324<0.1%00.0%不變歷史
Unified Ser Tr90470L527ONEASCENT LARGE10$325<0.1%−1,384−99.3%減碼–
MBXMBX Biosciences, Inc.COM29$331<0.1%+20+222.2%加碼歷史
GCBCGreene County Bancorp IncCOM15$334<0.1%+8+114.3%加碼歷史
ATHMAutohome Inc.SP ADS RP CL A13$335<0.1%−244−94.9%減碼歷史
AGSPlayAGS, Inc.COM27$337<0.1%+27新進歷史
GALTGalectin Therapeutics IncCOM NEW161$340<0.1%+141+705.0%加碼歷史
CAPRCapricor Therapeutics, Inc.COM NEW35$348<0.1%−4−10.3%減碼歷史
ALECAlector, Inc.COM249$349<0.1%−705−73.9%減碼歷史
GENCGencor Industries IncCOM25$350<0.1%+21+525.0%加碼歷史
CTGOContango Silver & Gold Inc.COM18$351<0.1%+6+50.0%加碼歷史
FHTXFoghorn Therapeutics Inc.COM75$353<0.1%−21−21.9%減碼歷史
NGVCNatural Grocers by Vitamin Cottage, Inc.COM9$354<0.1%−27−75.0%減碼歷史
TET1 Energy Inc.COM NEW288$354<0.1%+280+3,500.0%加碼歷史
IGMSIGM Biosciences, Inc.COM317$355<0.1%−20−5.9%減碼歷史
HCKTHackett Group, Inc.COM14$356<0.1%+3+27.3%加碼歷史
MBIMbia IncCOM82$356<0.1%00.0%不變歷史
ACREAres Commercial Real Estate CorpCOM75$358<0.1%−207−73.4%減碼歷史
ISPRIspire Technology Inc.COM140$358<0.1%+85+154.5%加碼歷史
SOLEmeren Group LtdSPONSORED ADS192$359<0.1%+192新進歷史
JSPRJasper Therapeutics, Inc.COM NEW65$361<0.1%+65新進歷史
OSGOctave Specialty Group IncCOM NEW51$362<0.1%+51新進歷史
KLTRKaltura IncCOM181$364<0.1%−20−10.0%減碼歷史
REKRRekor Systems, Inc.COM317$368<0.1%+252+387.7%加碼歷史
NWPXNWPX Infrastructure, Inc.COM9$369<0.1%+3+50.0%加碼歷史
EEXEmerald Holding, Inc.COM76$369<0.1%+10+15.2%加碼歷史
VABKVirginia National Bankshares CorpCOM10$370<0.1%+6+150.0%加碼歷史
PSECProspect Capital CorpCOM117$372<0.1%−105−47.3%減碼歷史
AISPAirship AI Holdings, Inc.COM64$377<0.1%+58+966.7%加碼歷史
NINENine Energy Service, Inc.COM490$378<0.1%−633−56.4%減碼歷史
TYRATyra Biosciences, Inc.COM40$383<0.1%+31+344.4%加碼歷史
MNTKMontauk Renewables, Inc.COM174$386<0.1%+145+500.0%加碼歷史
NGSNatural Gas Services Group IncCOM15$387<0.1%+3+25.0%加碼歷史
OPRXOptimizeRx CorpCOM NEW29$392<0.1%+6+26.1%加碼歷史
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$393<0.1%00.0%不變–
TCMDTactile Systems Technology IncCOM39$395<0.1%+18+85.7%加碼歷史
KEKimball Electronics, Inc.Stock21$404<0.1%−6−22.2%減碼歷史
CDZICadiz IncCOM NEW135$404<0.1%+135新進歷史

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