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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
HRTXHeron Therapeutics, Inc.COM195$404<0.1%+78+66.7%加碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$405<0.1%00.0%不變–
PKBKParke Bancorp, Inc.COM20$407<0.1%+12+150.0%加碼歷史
AVDLAvadel Pharmaceuticals PLCStock46$407<0.1%+19+70.4%加碼歷史
ZYXIZynex IncCOM159$410<0.1%+156+5,200.0%加碼歷史
iShares Tr46434V696CORE MSCI PAC6$412<0.1%00.0%不變–
CDRECadre Holdings, Inc.COM13$414<0.1%+13新進歷史
Pintec Technology Hldgs Ltd72352G107SPONSORED ADS462$416<0.1%+462新進–
LOBLive Oak Bancshares, Inc.COM14$417<0.1%+8+133.3%加碼歷史
UHGUnited Homes Group, Inc.CL A144$417<0.1%+81+128.6%加碼歷史
DBIDesigner Brands Inc.CL A177$421<0.1%−150−45.9%減碼歷史
ARDTArdent Health, Inc.COM31$423<0.1%+22+244.4%加碼歷史
Schwab International Small-Cap Equity ETF808524888ETF10$426<0.1%+10新進–
MDWDMediWound Ltd.SHS NEW22$426<0.1%+22新進歷史
VELVelocity Financial, Inc.COM23$426<0.1%+22+2,200.0%加碼歷史
CLNEClean Energy Fuels Corp.COM219$427<0.1%+173+376.1%加碼歷史
IQiQIYI, Inc.SPONSORED ADS241$427<0.1%−17−6.6%減碼歷史
KITTNauticus Robotics, Inc.COM473$428<0.1%+473新進歷史
BLZEBackblaze, Inc.COM CL A78$429<0.1%+50+178.6%加碼歷史
DHCDiversified Healthcare TrustCOM SH BEN INT120$429<0.1%+80+200.0%加碼歷史
INSEInspired Entertainment, Inc.COM53$433<0.1%+39+278.6%加碼歷史
CLFDClearfield, Inc.COM10$434<0.1%−1−9.1%減碼歷史
LFCRLifecore Biomedical, Inc.COM54$438<0.1%−11−16.9%減碼歷史
PLSEPulse Biosciences, Inc.COM29$438<0.1%+16+123.1%加碼歷史
CCCCC4 Therapeutics, Inc.COM STK310$444<0.1%+277+839.4%加碼歷史
LWAYLifeway Foods, Inc.COM18$444<0.1%+14+350.0%加碼歷史
GCT Semiconductor Holding, Inc.20607V106COM CL A298$444<0.1%+227+319.7%加碼–
KYTXKyverna Therapeutics, Inc.COM145$445<0.1%−370−71.8%減碼歷史
RAPTRAPT Therapeutics, Inc.COM NEW56$448<0.1%+56新進歷史
FDMT4D Molecular Therapeutics, Inc.COM121$449<0.1%+117+2,925.0%加碼歷史
ULCCFrontier Group Holdings, Inc.COM124$450<0.1%−93−42.9%減碼歷史
BDTXBlack Diamond Therapeutics, Inc.COM183$454<0.1%+117+177.3%加碼歷史
OGIOrganigram Global Inc.COM337$455<0.1%00.0%不變歷史
GUTSFractyl Health, Inc.COM285$462<0.1%+80+39.0%加碼歷史
ALTAltimmune, Inc.COM NEW120$464<0.1%+120新進歷史
MGTXMeiraGTx Holdings plcCOM72$469<0.1%−131−64.5%減碼歷史
ERIIEnergy Recovery, Inc.COM37$472<0.1%−36−49.3%減碼歷史
TSHATaysha Gene Therapies, Inc.COM SHS205$473<0.1%−167−44.9%減碼歷史
CNNECannae Holdings, Inc.COM23$480<0.1%+23新進歷史
ABOSAcumen Pharmaceuticals, Inc.COM415$481<0.1%−71−14.6%減碼歷史
WYHGWing Yip Food Holdings Group LtdADS324$483<0.1%+324新進歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$485<0.1%00.0%不變歷史
RNACCartesian Therapeutics, Inc.COM NEW47$488<0.1%+35+291.7%加碼歷史
TVTXTravere Therapeutics, Inc.COM33$489<0.1%−271−89.1%減碼歷史
FWRDForward Air CorpCOM20$490<0.1%−234−92.1%減碼歷史
CHGGChegg, IncCOM405$490<0.1%+382+1,660.9%加碼歷史
SMBCSouthern Missouri Bancorp, Inc.COM9$493<0.1%+9新進歷史
ALTIAlTi Global, Inc.CL A119$494<0.1%+36+43.4%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF6$498<0.1%00.0%不變–
EUenCore Energy Corp.COM NEW174$498<0.1%−21−10.8%減碼歷史
BHCBausch Health Companies Inc.Stock75$500<0.1%−5−6.3%減碼歷史
SPIRSpire Global, Inc.COM CL A42$500<0.1%−19−31.1%減碼歷史
GRPNGroupon, Inc.COM NEW15$502<0.1%00.0%不變歷史
SGSweetgreen, Inc.COM CL A34$506<0.1%+26+325.0%加碼歷史
KRTKarat Packaging Inc.COM18$507<0.1%−18−50.0%減碼歷史
FCBCFirst Community Bankshares IncCOM13$509<0.1%+9+225.0%加碼歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$510<0.1%00.0%不變–
SGRYSurgery Partners, Inc.Stock23$511<0.1%−41−64.1%減碼歷史
BLDPBallard Power Systems Inc.COM322$512<0.1%+23+7.7%加碼歷史
IBTAIbotta, Inc.CLASS A COM SHS14$512<0.1%+1+7.7%加碼歷史
ROOTRoot, Inc.CL A NEW4$512<0.1%+1+33.3%加碼歷史
VOCVOC Energy TrustTR UNIT180$515<0.1%+180新進歷史
COFSChoiceone Financial Services IncCOM18$517<0.1%+18新進歷史
CRD.ACrawford & CoCL A49$518<0.1%−21−30.0%減碼歷史
VNDAVanda Pharmaceuticals Inc.COM110$519<0.1%+110新進歷史
ABUSArbutus Biopharma CorpCOM169$522<0.1%+87+106.1%加碼歷史
VALNValneva SESPONSORED ADS93$527<0.1%+93新進歷史
IONRioneer LtdADS202$527<0.1%+202新進歷史
TRMLTourmaline Bio, Inc.COM33$528<0.1%+33新進歷史
BTMDbiote Corp.CLASS A COM132$531<0.1%+101+325.8%加碼歷史
CLVTClarivate PLCORD SHS125$537<0.1%+125新進歷史
KRKR36Kr Holdings Inc.SPONSORED ADS93$538<0.1%+93新進歷史
ABSIAbsci CorpCOM210$539<0.1%+81+62.8%加碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$545<0.1%00.0%不變–
ESCAEscalade IncCOM39$545<0.1%+29+290.0%加碼歷史
OMEROmeros CorpCOM183$549<0.1%+160+695.7%加碼歷史
PBYIPuma Biotechnology, Inc.COM161$552<0.1%+155+2,583.3%加碼歷史
FUNCFirst United CorpCOM18$558<0.1%+18新進歷史
ZBIOZenas BioPharma, Inc.COM58$562<0.1%+56+2,800.0%加碼歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$571<0.1%−88−89.8%減碼–
Fidelity High Dividend ETF316092840ETF11$575<0.1%00.0%不變–
SKYHSky Harbour Group CorpCOM CL A59$576<0.1%+27+84.4%加碼歷史
STFSStar Fashion Culture Holdings LtdSHS CL A541$579<0.1%+541新進歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$581<0.1%00.0%不變–
DFTXDefinium Therapeutics, Inc.Stock90$584<0.1%+34+60.7%加碼歷史
TASKTaskUs, Inc.CLASS A COM35$587<0.1%+20+133.3%加碼歷史
MFINMedallion Financial CorpCOM62$591<0.1%+61+6,100.0%加碼歷史
STEMStem, Inc.COM NEW95$592<0.1%−19−16.7%減碼依 1 比 20 拆股換算歷史
PMTSCPI Card Group Inc.COM NEW25$593<0.1%+21+525.0%加碼歷史
HPPHudson Pacific Properties, Inc.COM217$595<0.1%+48+28.4%加碼歷史
RDNWRideNow Group, Inc.COM CL B258$596<0.1%+220+578.9%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF8$600<0.1%00.0%不變–
RPDRapid7, Inc.COM26$601<0.1%−230−89.8%減碼歷史
PROKProkidney Corp.SHS CL A1,017$602<0.1%+1,017新進歷史
IRDMIridium Communications Inc.COM20$603<0.1%−367−94.8%減碼歷史
RXTRackspace Technology, Inc.COM471$603<0.1%+335+246.3%加碼歷史
ANNXAnnexon, Inc.COM252$605<0.1%+178+240.5%加碼歷史
SKYESkye Bioscience, Inc.COM NEW145$606<0.1%+140+2,800.0%加碼歷史
LACLithium Americas Corp.Stock227$608<0.1%00.0%不變歷史
MHDBlackRock Muniholdings Fund, Inc.COM54$608<0.1%00.0%不變歷史

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