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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
RDWRedwire CorpStock59$962<0.1%+31+110.7%加碼歷史
RAPPRapport Therapeutics, Inc.COM85$966<0.1%+26+44.1%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$968<0.1%00.0%不變–
MKTWMarketwise, Inc.COM NEW CL A49$970<0.1%+26+110.3%加碼依 1 比 20 拆股換算歷史
LFSTLifeStance Health Group, Inc.COM188$972<0.1%−54−22.3%減碼歷史
SYRESpyre Therapeutics, Inc.COM NEW65$973<0.1%+41+170.8%加碼歷史
CLPRClipper Realty Inc.COM266$976<0.1%+4+1.5%加碼歷史
EDITEditas Medicine, Inc.COM447$983<0.1%+1+0.2%加碼歷史
XPERXperi Inc.COMMON STOCK125$989<0.1%+125新進歷史
ASMBAssembly Biosciences, Inc.COM NEW55$997<0.1%00.0%不變歷史
DCDakota Gold Corp.COM272$1,004<0.1%+114+72.2%加碼歷史
FLLFull House Resorts IncCOM275$1,007<0.1%+275新進歷史
MVBFMVB Financial CorpCOM45$1,013<0.1%−41−47.7%減碼歷史
PNTGPennant Group, Inc.COM34$1,015<0.1%+34新進歷史
iShares Inc464286392MSCI WORLD ETF6$1,016<0.1%00.0%不變–
LTMLatam Airlines Group S.A.SPONSORED ADR25$1,016<0.1%+4+19.0%加碼歷史
Ssga Active ETF Tr78467V707ST STR UL BD ETF25$1,017<0.1%00.0%不變–
DDLDingdong (Cayman) LtdADS505$1,020<0.1%+505新進歷史
RCKYRocky Brands, Inc.COM46$1,021<0.1%+15+48.4%加碼歷史
ZHZhihu Inc.SPONSORED ADS257$1,023<0.1%+257新進歷史
MODVModivCare IncCOM330$1,030<0.1%−155−32.0%減碼歷史
HUYAHUYA Inc.ADS REP SHS A294$1,035<0.1%−313−51.6%減碼歷史
PRSUPursuit Attractions & Hospitality, Inc.COM36$1,038<0.1%+9+33.3%加碼歷史
TEADTeads Holding Co.COM419$1,039<0.1%+393+1,511.5%加碼歷史
LUNGPulmonx CorpCOM403$1,044<0.1%+368+1,051.4%加碼歷史
HYLNHyliion Holdings Corp.COMMON STOCK792$1,045<0.1%+228+40.4%加碼歷史
MAMAMama's Creations, Inc.COM126$1,046<0.1%+112+800.0%加碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW69$1,047<0.1%+34+97.1%加碼歷史
STROSutro Biopharma, Inc.COM1,471$1,050<0.1%+614+71.6%加碼歷史
ARRYArray Technologies, Inc.COM SHS179$1,056<0.1%−338−65.4%減碼歷史
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM26$1,059<0.1%00.0%不變–
ARAIArrive AI Inc.COM NEW91$1,063<0.1%+91新進歷史
IMMRImmersion CorpCOM135$1,064<0.1%+135新進歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$1,068<0.1%00.0%不變歷史
TLXTelix Pharmaceuticals LtdADS67$1,077<0.1%−70−51.1%減碼歷史
INZYInozyme Pharma, Inc.COM270$1,080<0.1%−125−31.6%減碼歷史
PSNLPersonalis, Inc.COM165$1,082<0.1%+165新進歷史
OPTUOptimum Communications, Inc.CL A507$1,085<0.1%+244+92.8%加碼歷史
BHVNBiohaven Ltd.COM77$1,086<0.1%−16−17.2%減碼歷史
HIPOHippo Holdings Inc.COM NEW39$1,089<0.1%+21+116.7%加碼歷史
SVCOSilvaco Group, Inc.COM231$1,090<0.1%+135+140.6%加碼歷史
MYDBlackRock Muniyield Fund, Inc.COM109$1,092<0.1%00.0%不變歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW1,163$1,100<0.1%+233+25.1%加碼歷史
PBPBPotbelly CorpCOM90$1,103<0.1%+76+542.9%加碼歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A14$1,113<0.1%+3+27.3%加碼歷史
TRUETrueCar, Inc.COM587$1,115<0.1%+566+2,695.2%加碼歷史
NRIMNorthrim Bancorp IncCOM12$1,119<0.1%+12新進歷史
FENCFennec Pharmaceuticals Inc.COM135$1,121<0.1%−394−74.5%減碼歷史
IOVAIovance Biotherapeutics, Inc.COM654$1,125<0.1%+150+29.8%加碼歷史
Tidal ETF Tr886364306SOFI NEXT 50076$1,128<0.1%+1+1.3%加碼–
DVAXDynavax Technologies CorpCOM NEW114$1,132<0.1%+50+78.1%加碼歷史
GRCGorman Rupp CoCOM31$1,138<0.1%−886−96.6%減碼歷史
ATRCAtriCure, Inc.COM35$1,147<0.1%−72−67.3%減碼歷史
CURICuriosityStream Inc.COM CL A204$1,149<0.1%00.0%不變歷史
MYFWFirst Western Financial IncCOM51$1,151<0.1%+46+920.0%加碼歷史
TPGTPG Inc.COM CL A22$1,154<0.1%−43−66.2%減碼歷史
SIGASiga Technologies IncCOM177$1,154<0.1%−120−40.4%減碼歷史
Global X FDS37960A735GBL X BLOCKCHAIN22$1,159<0.1%00.0%不變–
GCOGenesco IncCOM59$1,162<0.1%+59新進歷史
IMRXImmuneering CorpCLASS A COM345$1,163<0.1%00.0%不變歷史
ALMSAlumis Inc.COM388$1,164<0.1%+388新進歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF24$1,167<0.1%−89−78.8%減碼–
IEIvanhoe Electric Inc.COM129$1,170<0.1%+79+158.0%加碼歷史
LUNRIntuitive Machines, Inc.CLASS A COM108$1,174<0.1%+54+100.0%加碼歷史
INSGInseego Corp.COM143$1,178<0.1%+143新進歷史
ANIKAnika Therapeutics, Inc.COM112$1,185<0.1%+32+40.0%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,189<0.1%00.0%不變–
PTLOPortillo's Inc.COM CL A102$1,190<0.1%−54−34.6%減碼歷史
CLARClarus CorpCOM346$1,201<0.1%+308+810.5%加碼歷史
LOARLoar Holdings Inc.COM SHS14$1,206<0.1%00.0%不變歷史
ARCTArcturus Therapeutics Holdings Inc.COM93$1,210<0.1%+93新進歷史
MDGLMadrigal Pharmaceuticals, Inc.COM4$1,211<0.1%−16−80.0%減碼歷史
Ea Series Trust02072L607FREEDOM 100 EM30$1,212<0.1%00.0%不變–
GTXGarrett Motion Inc.Stock116$1,219<0.1%+49+73.1%加碼歷史
FLWS1 800 Flowers Com IncCL A252$1,240<0.1%+252新進歷史
RDNTRadNet, Inc.COM22$1,252<0.1%+13+144.4%加碼歷史
MASS908 Devices Inc.COM176$1,255<0.1%−307−63.6%減碼歷史
ETHAiShares Ethereum Trust ETFSHS66$1,259<0.1%00.0%不變歷史
THTarget Hospitality Corp.COM177$1,261<0.1%+177新進歷史
ELVNEnliven Therapeutics, Inc.COM63$1,264<0.1%+50+384.6%加碼歷史
GBTGGlobal Business Travel Group, Inc.COM CL A201$1,266<0.1%+24+13.6%加碼歷史
MREOMereo BioPharma Group plcSPON ADS470$1,274<0.1%+470新進歷史
EBSEmergent BioSolutions Inc.COM200$1,276<0.1%+114+132.6%加碼歷史
KSCPKnightscope, Inc.CL A NEW259$1,279<0.1%+172+197.7%加碼歷史
Global X FDS37954Y467E COMMERCE ETF42$1,285<0.1%+42新進–
RDWRRadware LtdORD44$1,295<0.1%00.0%不變歷史
EAFGraftech International LtdCOM1,335$1,299<0.1%+1,228+1,147.7%加碼歷史
NTZNatuzzi S P ASPON ADS401$1,303<0.1%+401新進歷史
FLXBingEx LtdSPONSORED ADS A416$1,310<0.1%+416新進歷史
WVEWave Life Sciences, Inc.SHS202$1,313<0.1%+197+3,940.0%加碼歷史
UGUnited Guardian IncCOM165$1,313<0.1%+165新進歷史
OTLKOutlook Therapeutics, Inc.Stock822$1,316<0.1%+328+66.4%加碼歷史
NVCRNovoCure LtdORD SHS74$1,317<0.1%+12+19.4%加碼歷史
FAROFaro Technologies IncCOM30$1,318<0.1%+8+36.4%加碼歷史
AEYEAudioeye IncCOM NEW114$1,328<0.1%+10+9.6%加碼歷史
LELands' End, Inc.COM124$1,328<0.1%+121+4,033.3%加碼歷史
MCBMetropolitan Bank Holding Corp.COM19$1,330<0.1%+18+1,800.0%加碼歷史
LESLLeslie's, Inc.COM3,166$1,330<0.1%+2,769+697.5%加碼歷史
EOLSEvolus, Inc.COM145$1,335<0.1%+118+437.0%加碼歷史
SIBNSI-BONE, Inc.COM71$1,336<0.1%−10−12.3%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