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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
BNTCBenitec Biopharma Inc.COM NEW148$1,732<0.1%+148新進歷史
MESOMesoblast LtdADR159$1,732<0.1%−138−46.5%減碼歷史
SWBISmith & Wesson Brands, Inc.COM202$1,753<0.1%+114+129.5%加碼歷史
GETYGetty Images Holdings, Inc.CL A COM1,064$1,766<0.1%−187−14.9%減碼歷史
BORRBorr Drilling LtdSHS969$1,773<0.1%+170+21.3%加碼歷史
MXCTMaxcyte, Inc.COM814$1,774<0.1%+339+71.4%加碼歷史
Virtus ETF Tr II92790A868KAR MID-CAP ETF71$1,780<0.1%00.0%不變–
SPDR Series Trust78464A656ST STR TIPS ETF69$1,798<0.1%00.0%不變–
BTCGrayscale Bitcoin Mini Trust ETFETF38$1,815<0.1%00.0%不變歷史
CHPTChargePoint Holdings, Inc.Stock2,587$1,820<0.1%+2,587新進歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD832$1,822<0.1%+352+73.3%加碼歷史
EVCEntravision Communications CorpCL A786$1,824<0.1%+756+2,520.0%加碼歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1,826<0.1%00.0%不變–
BLCOBausch & Lomb CorpCOMMON SHARES141$1,834<0.1%−783−84.7%減碼歷史
MECMayville Engineering Company, Inc.COM115$1,835<0.1%+115新進歷史
Xylo Technologies Ltd58471G508SPONSORED ADS363$1,844<0.1%+363新進–
KLCKinderCare Learning Companies, Inc.COM183$1,848<0.1%−57−23.8%減碼歷史
IROQIF Bancorp, Inc.COM75$1,850<0.1%+75新進歷史
URGUr-Energy IncCOM1,768$1,856<0.1%+974+122.7%加碼歷史
WTTRSelect Water Solutions, Inc.CL A COM215$1,857<0.1%+188+696.3%加碼歷史
BOOMDMC Global Inc.COM231$1,862<0.1%−670−74.4%減碼歷史
VSTMVerastem, Inc.COM NEW450$1,868<0.1%−12−2.6%減碼歷史
CMRCCommerce.com, Inc.COM SER 1377$1,885<0.1%+105+38.6%加碼歷史
NVAXNovavax IncCOM NEW300$1,890<0.1%+300新進歷史
OLOOlo Inc.CL A213$1,896<0.1%+30+16.4%加碼歷史
HTTHigh Templar Tech LtdSPON ADS610$1,915<0.1%+610新進歷史
SIMGRUPO SIMEC, S.A.B. de C.V.ADR71$1,917<0.1%+71新進歷史
DAWNDay One Biopharmaceuticals, Inc.Stock296$1,924<0.1%−49−14.2%減碼歷史
TOURTuniu CorpSPONSORED ADS A2,286$1,925<0.1%+2,286新進歷史
AURAAura Biosciences, Inc.COM308$1,928<0.1%+260+541.7%加碼歷史
AKBAAkebia Therapeutics, Inc.COM533$1,940<0.1%+290+119.3%加碼歷史
REPXRiley Exploration Permian, Inc.COM74$1,941<0.1%+35+89.7%加碼歷史
MCHBMechanics BancorpCL A149$1,947<0.1%+149新進歷史
SVRESaverOne 2014 Ltd.COM656$1,948<0.1%+656新進歷史
OABIOmniAb, Inc.COM1,125$1,957<0.1%+1,125新進歷史
ESTAEstablishment Labs Holdings Inc.COM46$1,965<0.1%+36+360.0%加碼歷史
TRNSTranscat IncCOM23$1,977<0.1%+20+666.7%加碼歷史
CVGICommercial Vehicle Group, Inc.COM1,192$1,978<0.1%+1,192新進歷史
LOVELovesac CoCOM109$1,984<0.1%+86+373.9%加碼歷史
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1,987<0.1%+933新進歷史
XOMAXOMA Royalty CorpCOM NEW79$1,991<0.1%+79新進歷史
PLYMPlymouth Industrial REIT, Inc.COM124$1,996<0.1%+26+26.5%加碼歷史
APLDApplied Digital Corp.COM NEW199$2,004<0.1%+199新進歷史
PHLTPerformant Healthcare IncCOM505$2,020<0.1%+505新進歷史
CPSCooper-Standard Holdings Inc.COM94$2,021<0.1%+18+23.7%加碼歷史
FUBOFuboTV Inc.COM524$2,023<0.1%+75+16.7%加碼歷史
TRTXTPG RE Finance Trust, Inc.COM262$2,023<0.1%+198+309.4%加碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A853$2,056<0.1%−190−18.2%減碼歷史
Global X FDS37954Y343GLBL X MLP ETF41$2,058<0.1%−401−90.7%減碼–
AGIOAgios Pharmaceuticals, Inc.COM62$2,062<0.1%+21+51.2%加碼歷史
Strategic Trust48817R870RUNNING GWTH ETF61$2,064<0.1%+61新進–
RBBRBB BancorpCOM120$2,066<0.1%+80+200.0%加碼歷史
SAMBoston Beer Co IncCL A11$2,099<0.1%+9+450.0%加碼歷史
HUMAHumacyte, Inc.COM1,006$2,103<0.1%+956+1,912.0%加碼歷史
FVRFrontView REIT, Inc.COM176$2,112<0.1%+141+402.9%加碼歷史
VIOTViomi Technology Co., LtdSPONSORED ADS1,567$2,115<0.1%+1,567新進歷史
BMEABiomea Fusion, Inc.COM1,176$2,117<0.1%+842+252.1%加碼歷史
LRMRLarimar Therapeutics, Inc.COM734$2,121<0.1%+536+270.7%加碼歷史
SEDGSolaredge Technologies, Inc.COM104$2,122<0.1%−248−70.5%減碼歷史
GNKGenco Shipping & Trading LtdSHS163$2,130<0.1%−365−69.1%減碼歷史
AMALAmalgamated Financial Corp.COM69$2,153<0.1%+49+245.0%加碼歷史
CCChemours CoStock188$2,156<0.1%−468−71.3%減碼歷史
BKDBrookdale Senior Living Inc.COM310$2,158<0.1%+244+369.7%加碼歷史
ASLEAerSale CorpCOM359$2,158<0.1%+359新進歷史
Schwab U.S. REIT ETF808524847ETF102$2,164<0.1%00.0%不變–
TLSTelos CorpCOM688$2,181<0.1%+606+739.0%加碼歷史
Tidal Trust II88636J204RET STCKD GL STK84$2,202<0.1%00.0%不變–
LZMLifezone Metals LtdORD SHS535$2,204<0.1%+263+96.7%加碼歷史
CECOCeco Environmental CorpCOM78$2,208<0.1%+78新進歷史
IMXIInternational Money Express, Inc.COM219$2,209<0.1%+219新進歷史
Oneconnect Finl Technology C68248T204SPONSORED ADS308$2,218<0.1%+308新進–
BARKBark, Inc.COM2,532$2,226<0.1%+2,274+881.4%加碼歷史
RBRKRubrik, Inc.Stock25$2,239<0.1%+5+25.0%加碼歷史
RGENRepligen CorpCOM18$2,239<0.1%−20−52.6%減碼歷史
NLNli Holdings, Inc.COM NEW350$2,240<0.1%+148+73.3%加碼歷史
FLOCFlowco Holdings Inc.COM CL A126$2,244<0.1%+126新進歷史
INDIindie Semiconductor, Inc.CLASS A COM634$2,257<0.1%+539+567.4%加碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS261$2,258<0.1%+91+53.5%加碼歷史
HTLDHeartland Express IncCOM262$2,264<0.1%+178+211.9%加碼歷史
RHRHCOM12$2,268<0.1%−3−20.0%減碼歷史
ZYMEZymeworks Inc.COM181$2,272<0.1%+168+1,292.3%加碼歷史
First BK Williamstown New Je31931U102COM147$2,274<0.1%+137+1,370.0%加碼–
GERNGeron CorpCOM1,615$2,277<0.1%+767+90.4%加碼歷史
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW330$2,277<0.1%+230+230.0%加碼歷史
DFINDonnelley Financial Solutions, Inc.COM37$2,281<0.1%+37新進歷史
SLDPSolid Power, Inc.CLASS A COM1,042$2,282<0.1%+936+883.0%加碼歷史
KODKEastman Kodak CoCOM NEW404$2,283<0.1%+404新進歷史
CCNECNB Financial CorpCOM100$2,286<0.1%+100新進歷史
RMAXRE/MAX Holdings, Inc.CL A281$2,299<0.1%+64+29.5%加碼歷史
CEPUCentral Puerto S.A.SPONSORED ADR197$2,301<0.1%+197新進歷史
Global X Lithium & Battery Tech ETF37954Y855ETF60$2,304<0.1%00.0%不變–
EZETFranklin Ethereum TrustETHEREUM ETF121$2,310<0.1%+76+168.9%加碼歷史
ADCTADC Therapeutics SASHS864$2,315<0.1%+633+274.0%加碼歷史
SABRSabre CorpCOM733$2,316<0.1%+442+151.9%加碼歷史
BBBLACKBERRY LtdCOM507$2,322<0.1%+507新進歷史
HLLYHolley Inc.COM1,163$2,326<0.1%−1,840−61.3%減碼歷史
APGEApogee Therapeutics, Inc.COM54$2,345<0.1%+47+671.4%加碼歷史
SPDR Series Trust78468R549SP O&G EQP SERV37$2,372<0.1%00.0%不變–
iShares Tr46434V860TRS FLT RT BD47$2,381<0.1%00.0%不變–
TGSGas Transporter of the South IncSPONSORED ADS B92$2,383<0.1%+92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