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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
RICKRci Hospitality Holdings, Inc.COM16$610<0.1%+1+6.7%加碼歷史
HBIOHarvard Bioscience IncCOM1,377$611<0.1%+1,143+488.5%加碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW26$617<0.1%−7−21.2%減碼歷史
CFFIC & F Financial CorpCOM10$617<0.1%+10新進歷史
LGVNLongeveron Inc.COM481$625<0.1%00.0%不變歷史
FSBCFive Star BancorpCOM22$628<0.1%+22新進歷史
VYGRVoyager Therapeutics, Inc.COM202$629<0.1%+47+30.3%加碼歷史
STGWStagwell IncCOM CL A140$631<0.1%−161−53.5%減碼歷史
PESIPerma Fix Environmental Services IncCOM NEW60$631<0.1%+60新進歷史
AEHRAehr Test SystemsCOM49$634<0.1%+35+250.0%加碼歷史
RMNIRimini Street, Inc.COM169$637<0.1%+24+16.6%加碼歷史
ATSATS CorpCOM20$638<0.1%−5−20.0%減碼歷史
POWWOutdoor Holding CoCOM502$643<0.1%+316+169.9%加碼歷史
MYNDMynd.ai, Inc.SPON ADS723$643<0.1%+723新進歷史
WGSGeneDx Holdings Corp.COM CL A7$646<0.1%00.0%不變歷史
RGCORGC Resources IncCOM29$649<0.1%+26+866.7%加碼歷史
ACRSAclaris Therapeutics, Inc.COM458$650<0.1%+458新進歷史
PYXSPyxis Oncology, Inc.COMMON STOCK591$650<0.1%+107+22.1%加碼歷史
ENVXEnovix CorpCOM63$651<0.1%−154−71.0%減碼歷史
LTBRLIGHTBRIDGE CorpCOM49$655<0.1%00.0%不變歷史
WOWWideOpenWest, Inc.COM162$658<0.1%+145+852.9%加碼歷史
VMDViemed Healthcare, Inc.COM96$663<0.1%+90+1,500.0%加碼歷史
NRDYNerdy Inc.CL A COM408$665<0.1%−162−28.4%減碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A107$668<0.1%+6+5.9%加碼歷史
KROSKeros Therapeutics, Inc.COM50$668<0.1%+40+400.0%加碼歷史
XPELXPEL, Inc.COM19$682<0.1%+19新進歷史
PACKRanpak Holdings Corp.COM CL A191$682<0.1%+191新進歷史
HAFNHafnia LtdORD SHS137$684<0.1%+137新進歷史
VRDNViridian Therapeutics, Inc.COM49$685<0.1%+29+145.0%加碼歷史
UPWheels Up Experience Inc.COM CL A640$685<0.1%−28−4.2%減碼歷史
CRBUCaribou Biosciences, Inc.COM549$691<0.1%−60−9.9%減碼歷史
SPDR Series Trust78468R408ST TERM HIGH ETF27$696<0.1%−1−3.6%減碼–
COOKTraeger, Inc.COMMON STOCK408$698<0.1%+386+1,754.5%加碼歷史
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$699<0.1%−1−5.3%減碼–
STXSStereotaxis, Inc.COM NEW331$702<0.1%+231+231.0%加碼歷史
FETHFidelity Ethereum FundSHS28$710<0.1%00.0%不變歷史
ULBIUltralife CorpCOM79$710<0.1%+72+1,028.6%加碼歷史
LINCLincoln Educational Services CorpCOM31$715<0.1%+16+106.7%加碼歷史
NVCTNuvectis Pharma, Inc.COM96$717<0.1%+96新進歷史
AVXLAnavex Life Sciences Corp.COM NEW78$719<0.1%+45+136.4%加碼歷史
GOTUGaotu Techedu Inc.SPONSORED ADS200$722<0.1%−313−61.0%減碼歷史
BCAXBicara Therapeutics Inc.COM78$724<0.1%−24−23.5%減碼歷史
OCULOcular Therapeutix, IncCOM78$724<0.1%+40+105.3%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM49$726<0.1%+1+2.1%加碼歷史
INFUInfuSystem Holdings, IncCOM117$730<0.1%+117新進歷史
RXSTRxSight, Inc.COM57$741<0.1%+33+137.5%加碼歷史
COYACoya Therapeutics, Inc.COMMON STOCK129$742<0.1%+129新進歷史
NPWRNet Power Inc.COM CL A303$748<0.1%−205−40.4%減碼歷史
EMLEastern CoCOM33$753<0.1%+32+3,200.0%加碼歷史
DFHDream Finders Homes, Inc.COM CL A30$754<0.1%−45−60.0%減碼歷史
PRAXPraxis Precision Medicines, Inc.COM NEW18$757<0.1%+7+63.6%加碼歷史
PHATPhathom Pharmaceuticals, Inc.COM79$758<0.1%+42+113.5%加碼歷史
RMRegional Management Corp.COM26$760<0.1%+3+13.0%加碼歷史
AIVApartment Investment & Management CoCL A88$761<0.1%−10−10.2%減碼歷史
BVFLBV Financial, Inc.COM NEW50$762<0.1%+50新進歷史
IHiHuman Inc.ADS COMMON305$763<0.1%+305新進歷史
PBFSPioneer Bancorp, Inc.COM64$770<0.1%+47+276.5%加碼歷史
DNUTKrispy Kreme, Inc.COM266$774<0.1%−56−17.4%減碼歷史
HAPNHappen, Inc.COM NEW65$782<0.1%+30+85.7%加碼歷史
ATLOAmes National CorpCOM44$784<0.1%+30+214.3%加碼歷史
DSGNDesign Therapeutics, Inc.COM235$792<0.1%+204+658.1%加碼歷史
AOSLAlpha & Omega Semiconductor LtdSHS31$796<0.1%+31新進歷史
ALTGAlta Equipment Group Inc.COMMON STOCK126$796<0.1%+120+2,000.0%加碼歷史
EWTXEdgewise Therapeutics, Inc.COM61$800<0.1%+61新進歷史
AVBPArriVent BioPharma, Inc.COM37$805<0.1%+37新進歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW497$805<0.1%+497新進歷史
DCGODocGo Inc.COM517$811<0.1%+453+707.8%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$812<0.1%00.0%不變–
XENEXenon Pharmaceuticals Inc.COM26$814<0.1%−32−55.2%減碼歷史
SBFGSB Financial Group, Inc.COM43$821<0.1%+43新進歷史
APIAgora, Inc.ADS216$823<0.1%−352−62.0%減碼歷史
DDIDoubleDown Interactive Co., Ltd.ADS87$833<0.1%+87新進歷史
NMRANeumora Therapeutics, Inc.COM1,137$834<0.1%+1,042+1,096.8%加碼歷史
CDXSCodexis, Inc.COM342$835<0.1%+235+219.6%加碼歷史
PCTPureCycle Technologies, Inc.COM61$836<0.1%−1−1.6%減碼歷史
SWIMLatham Group, Inc.COM131$836<0.1%+124+1,771.4%加碼歷史
IDRIdaho Strategic Resources, Inc.COM NEW64$837<0.1%+64新進歷史
TDOCTeladoc Health, Inc.COM97$845<0.1%−69−41.6%減碼歷史
LNKBLINKBANCORP, Inc.COMMON STOCK116$848<0.1%+116新進歷史
RBBNRibbon Communications Inc.COM213$854<0.1%+85+66.4%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$856<0.1%00.0%不變–
Abrdn ETFs003261203BBRG ALL COMMDY26$862<0.1%00.0%不變–
ESPREsperion Therapeutics, Inc.COM877$863<0.1%+568+183.8%加碼歷史
BAERBridger Aerospace Group Holdings, Inc.COM452$872<0.1%+348+334.6%加碼歷史
CCRNCross Country Healthcare IncCOM67$874<0.1%+67新進歷史
TCToken Cat LtdADS NEW1,146$894<0.1%+1,146新進歷史
MBOTMicrobot Medical Inc.COM NEW357$900<0.1%00.0%不變歷史
BOWBowhead Specialty Holdings Inc.COM SHS24$901<0.1%−17−41.5%減碼歷史
LCTXLineage Cell Therapeutics, Inc.COM1,002$909<0.1%+891+802.7%加碼歷史
SGHTSight Sciences, Inc.COM221$913<0.1%+67+43.5%加碼歷史
LANDGladstone Land CorpCOM90$915<0.1%−6−6.3%減碼歷史
SKYTSkyWater Technology, LLCCOM93$916<0.1%+58+165.7%加碼歷史
AQSTAquestive Therapeutics, Inc.COM278$920<0.1%+134+93.1%加碼歷史
REPLReplimune Group, Inc.COM100$929<0.1%−73−42.2%減碼歷史
LUCKLucky Strike Entertainment CorpCL A COM102$931<0.1%+21+25.9%加碼歷史
GAMGeneral American Investors Co IncCOM17$933<0.1%00.0%不變歷史
GEVOGevo, Inc.COM PAR714$942<0.1%00.0%不變歷史
AAPGAscentage Pharma Group InternationalSPONSORED ADS24$945<0.1%+24新進歷史
CSTLCastle Biosciences IncCOM47$960<0.1%00.0%不變歷史
CWCOConsolidated Water Co. Ltd.ORD32$961<0.1%−53−62.4%減碼歷史

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