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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
Global X FDS37954Y384CYBRSCURTY ETF36$1,336<0.1%+36新進–
BKSYBlackSky Technology Inc.CL A NEW65$1,338<0.1%−88−57.5%減碼歷史
ZBAOZhibao Technology Inc.CL A SHS1,325$1,338<0.1%+1,325新進歷史
OLPXOlaplex Holdings, Inc.COM957$1,340<0.1%+531+124.6%加碼歷史
CPRICapri Holdings LtdSHS76$1,345<0.1%−57−42.9%減碼歷史
NATRNatures Sunshine Products IncCOM91$1,346<0.1%+16+21.3%加碼歷史
CRNCCerence Inc.COM132$1,348<0.1%+37+38.9%加碼歷史
FIVNFive9, Inc.COM51$1,350<0.1%+12+30.8%加碼歷史
DGIIDigi International IncCOM39$1,360<0.1%+18+85.7%加碼歷史
SHCOSoho House & Co Inc.COM CL A185$1,360<0.1%+164+781.0%加碼歷史
RVMDRevolution Medicines, Inc.COM37$1,362<0.1%−71−65.7%減碼歷史
CTSCTS CorpCOM32$1,363<0.1%+32新進歷史
TRMDTORM plcSHS CL A82$1,366<0.1%+82新進歷史
ESPEspey Mfg & Electronics CorpCOM30$1,371<0.1%+30新進歷史
ANROAlto Neuroscience, Inc.COM SHS624$1,372<0.1%+620+15,500.0%加碼歷史
Capital Group New Geography14021N105SHS48$1,377<0.1%00.0%不變–
First Tr Exchange-Traded Alp33735B108COM SHS12$1,378<0.1%00.0%不變–
DGICBDonegal Group IncCL B79$1,385<0.1%+79新進歷史
Global X FDS37960A529DEFENSE TECH ETF23$1,386<0.1%+23新進–
FATEFate Therapeutics IncCOM1,238$1,386<0.1%−1,284−50.9%減碼歷史
Global X FDS37954Y632ARTIFICIAL ETF32$1,398<0.1%+32新進–
MAZEMaze Therapeutics, Inc.COM114$1,399<0.1%+114新進歷史
BBCPConcrete Pumping Holdings, Inc.COM228$1,402<0.1%+153+204.0%加碼歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,402<0.1%00.0%不變–
CHMGChemung Financial CorpCOM29$1,405<0.1%+25+625.0%加碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1,407<0.1%00.0%不變–
SASeabridge Gold IncCOM97$1,408<0.1%+33+51.6%加碼歷史
SEVNSeven Hills Realty TrustCOM117$1,412<0.1%+117新進歷史
OVLYOak Valley BancorpCOM52$1,417<0.1%+45+642.9%加碼歷史
VIRCVirco Mfg CorporationCOM179$1,429<0.1%+163+1,018.8%加碼歷史
XPOFXponential Fitness, Inc.COM CL A191$1,431<0.1%+191新進歷史
SSPE.W. Scripps CoCL A NEW487$1,433<0.1%−14−2.8%減碼歷史
RUMRUM Group Inc.Stock160$1,437<0.1%−23−12.6%減碼歷史
EYPTEyePoint, Inc.COM NEW153$1,440<0.1%+48+45.7%加碼歷史
WEAVWeave Communications, Inc.Stock174$1,448<0.1%−67−27.8%減碼歷史
KWYKINGSWAY CorpCOM NEW107$1,449<0.1%+74+224.2%加碼歷史
MTSRMetsera, Inc.COM51$1,451<0.1%+51新進歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$1,453<0.1%+123新進–
SPHRSphere Entertainment Co.CL A35$1,462<0.1%+24+218.2%加碼歷史
PUBMPubMatic, Inc.COM CL A118$1,468<0.1%+77+187.8%加碼歷史
NRIXNurix Therapeutics, Inc.COM129$1,469<0.1%+129新進歷史
CEVACeva IncCOM67$1,473<0.1%+66+6,600.0%加碼歷史
MGRMMonogram Technologies Inc.COM511$1,477<0.1%+511新進歷史
DYNDyne Therapeutics, Inc.COM156$1,485<0.1%+121+345.7%加碼歷史
HBBHamilton Beach Brands Holding CoCOM CL A83$1,485<0.1%+68+453.3%加碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW121$1,485<0.1%−36−22.9%減碼歷史
MGMistras Group, Inc.COM186$1,490<0.1%+106+132.5%加碼歷史
HLFHerbalife Ltd.COM SHS174$1,500<0.1%+2+1.2%加碼歷史
FULCFulcrum Therapeutics, Inc.COM218$1,500<0.1%+218新進歷史
PLAYDave & Buster's Entertainment, Inc.COM50$1,504<0.1%+49+4,900.0%加碼歷史
OCGNOcugen, Inc.COM1,550$1,504<0.1%+267+20.8%加碼歷史
YQ17 Education & Technology Group Inc.SPONSORED ADR687$1,506<0.1%+687新進歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,508<0.1%00.0%不變–
BVSBioventus Inc.COM CL A229$1,516<0.1%+184+408.9%加碼歷史
SRADSportradar Group AGCLASS A ORD SHS54$1,516<0.1%+28+107.7%加碼歷史
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1,517<0.1%+60新進–
QUREuniQure N.V.SHS109$1,519<0.1%00.0%不變歷史
RPTRithm Property Trust Inc.COM564$1,523<0.1%+405+254.7%加碼歷史
QTRXQuanterix CorpCOM231$1,537<0.1%+231新進歷史
JMSBJohn Marshall Bancorp, Inc.COM83$1,538<0.1%+83新進歷史
LULufax Holding LtdSPONSORED ADR552$1,540<0.1%+552新進歷史
SPTSprout Social, Inc.COM CL A74$1,548<0.1%+40+117.6%加碼歷史
CNTBConnect Biopharma Holdings LtdADS1,582$1,550<0.1%+1,582新進歷史
Sandstorm Gold Ltd Com New80013R206Stock165$1,551<0.1%+19+13.0%加碼–
MERCMercer International Inc.COM443$1,551<0.1%+206+86.9%加碼歷史
SFIXStitch Fix, Inc.Stock420$1,554<0.1%+28+7.1%加碼歷史
NREFNexPoint Real Estate Finance, Inc.COM113$1,558<0.1%+103+1,030.0%加碼歷史
ARAYAccuray IncCOM1,139$1,560<0.1%+657+136.3%加碼歷史
EDNEdenorSPON ADR59$1,563<0.1%+59新進歷史
CSIQCanadian Solar Inc.COM142$1,568<0.1%+142新進歷史
SPDR Series Trust78468R804ST STR R1K LOWV9$1,571<0.1%00.0%不變–
GPMTGranite Point Mortgage Trust Inc.COM STK639$1,579<0.1%+452+241.7%加碼歷史
CCMConcord Medical Services Holdings LtdSPON ADR CL A277$1,587<0.1%+277新進歷史
FWRGFirst Watch Restaurant Group, Inc.COM99$1,588<0.1%+75+312.5%加碼歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR33$1,590<0.1%00.0%不變–
AAOIApplied Optoelectronics, Inc.COM62$1,593<0.1%+48+342.9%加碼歷史
ADArray Digital Infrastructure, Inc.COM25$1,599<0.1%+25新進歷史
NIPGNIP Group Inc.SPONSORED ADS653$1,600<0.1%+653新進歷史
DNLIDenali Therapeutics Inc.COM115$1,610<0.1%−316−73.3%減碼歷史
NNNextnav Inc.COMMON STOCK106$1,611<0.1%−259−71.0%減碼歷史
KIDSOrthopediatrics CorpCOM75$1,611<0.1%+23+44.2%加碼歷史
ACUAcme United CorpCOM39$1,617<0.1%00.0%不變歷史
QSIQuantum-Si IncCOM CL A828$1,623<0.1%+271+48.7%加碼歷史
MRSNMersana Therapeutics, Inc.COM5,494$1,626<0.1%+2,796+103.6%加碼歷史
BSVNBank7 Corp.COM39$1,631<0.1%+37+1,850.0%加碼歷史
BYNDBeyond Meat, Inc.COM470$1,639<0.1%−53−10.1%減碼歷史
iShares Inc464286806MSCI GERMANY ETF39$1,650<0.1%00.0%不變–
JACKJack in the Box IncCOM95$1,658<0.1%−60−38.7%減碼歷史
HLVXHilleVax, Inc.COM836$1,663<0.1%+828+10,350.0%加碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,671<0.1%00.0%不變歷史
EEExcelerate Energy, Inc.CL A COM57$1,672<0.1%−19−25.0%減碼歷史
BRBSBlue Ridge Bankshares, Inc.COM466$1,673<0.1%00.0%不變歷史
AMPLAmplitude, Inc.Stock136$1,686<0.1%−143−51.3%減碼歷史
DMLPDorchester Minerals, L.P.COM UNIT61$1,699<0.1%00.0%不變歷史
RYZRyerson Holding CorpCOM79$1,704<0.1%+44+125.7%加碼歷史
FOCLEdap TMS SASPONSORED ADR1,035$1,708<0.1%+1,035新進歷史
Global X FDS37954Y814FINTECH ETF50$1,711<0.1%00.0%不變–
CHRSCoherus Oncology, Inc.COM2,342$1,713<0.1%+749+47.0%加碼歷史
FRGEForge Global Holdings, Inc.Stock90$1,714<0.1%+48+116.3%加碼依 1 比 15 拆股換算歷史
TTGTTechTarget, Inc.COM NEW222$1,726<0.1%+192+640.0%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