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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
LWLamb Weston Holdings, Inc.Stock3,490$18.1 萬<0.1%+567+19.4%加碼歷史
TRPTC Energy CorpCOM3,706$18.1 萬<0.1%+1,243+50.5%加碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF6,125$18.0 萬<0.1%+6,125新進–
QRVOQorvo, Inc.Stock2,121$18.0 萬<0.1%+1,301+158.7%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF6,930$17.8 萬<0.1%−540−7.2%減碼–
ESTCElastic N.V.ORD SHS2,110$17.8 萬<0.1%+1,688+400.0%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2,968$17.8 萬<0.1%+2,966+148,300.0%加碼–
HUBSHubSpot IncCOM317$17.6 萬<0.1%−45−12.4%減碼歷史
TTWOTake Two Interactive Software IncCOM726$17.6 萬<0.1%−25−3.3%減碼歷史
MORNMorningstar, Inc.COM561$17.6 萬<0.1%+539+2,450.0%加碼歷史
SSBSouthState Bank CorpCOM1,910$17.6 萬<0.1%+452+31.0%加碼歷史
OCOwens CorningStock1,273$17.5 萬<0.1%+1,190+1,433.7%加碼歷史
MTZMastec IncCOM1,027$17.5 萬<0.1%+912+793.0%加碼歷史
APTVAptiv PLCStock2,561$17.5 萬<0.1%+2,150+523.1%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT3,273$17.4 萬<0.1%00.0%不變–
PDDPDD Holdings Inc.SPONSORED ADS1,662$17.4 萬<0.1%+637+62.1%加碼歷史
NWGNatWest Group plcSPONS ADR12,290$17.4 萬<0.1%+6,575+115.0%加碼歷史
FHNFirst Horizon CorpCOM8,189$17.4 萬<0.1%+3,835+88.1%加碼歷史
GPNGlobal Payments IncStock2,166$17.3 萬<0.1%−420−16.2%減碼歷史
MATMattel IncCOM8,777$17.3 萬<0.1%+5,762+191.1%加碼歷史
EGOEldorado Gold CorpCOM8,498$17.3 萬<0.1%−124−1.4%減碼歷史
ETSYEtsy IncCOM3,435$17.2 萬<0.1%+2,183+174.4%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A88$17.2 萬<0.1%+21+31.3%加碼歷史
INGRIngredion IncCOM1,268$17.2 萬<0.1%+816+180.5%加碼歷史
SWKSSkyworks Solutions, Inc.Stock2,298$17.1 萬<0.1%+1,330+137.4%加碼歷史
NTRSNorthern Trust CorpCOM1,350$17.1 萬<0.1%+596+79.0%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW7,128$17.1 萬<0.1%−261−3.5%減碼歷史
SMCISuper Micro Computer, Inc.Stock3,479$17.1 萬<0.1%+1,036+42.4%加碼歷史
EXASExact Sciences CorpCOM3,204$17.0 萬<0.1%+2,159+206.6%加碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF7,149$17.0 萬<0.1%+10.0%加碼–
KHCKraft Heinz CoStock6,577$17.0 萬<0.1%−2,057−23.8%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR30,518$17.0 萬<0.1%+17,890+141.7%加碼歷史
NXPINXP Semiconductors N.V.COM777$17.0 萬<0.1%+187+31.7%加碼歷史
EXPOExponent IncCOM2,271$17.0 萬<0.1%−862−27.5%減碼歷史
iShares Tr46434V647GLOBAL REIT ETF6,869$17.0 萬<0.1%−21,035−75.4%減碼–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$16.9 萬<0.1%+300+16.2%加碼–
WINGWingstop Inc.COM503$16.9 萬<0.1%+423+528.8%加碼歷史
DOWDow Inc.Stock6,374$16.9 萬<0.1%+2,624+70.0%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF3,485$16.8 萬<0.1%−1,044−23.1%減碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,484$16.7 萬<0.1%−2,830−53.3%減碼–
Schwab U.S. Broad Market ETF808524102ETF7,005$16.7 萬<0.1%00.0%不變–
DTEDte Energy CoCOM1,258$16.7 萬<0.1%−407−24.4%減碼歷史
TSTenaris SASPONSORED ADS4,448$16.6 萬<0.1%+3,076+224.2%加碼歷史
DLTRDollar Tree, Inc.COM1,674$16.6 萬<0.1%+1,316+367.6%加碼歷史
BCMLBayCom CorpCOM5,979$16.6 萬<0.1%+5,974+119,480.0%加碼歷史
EEFTEuronet Worldwide, Inc.COM1,631$16.5 萬<0.1%+1,319+422.8%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$16.3 萬<0.1%00.0%不變–
THOThor Industries IncCOM1,836$16.3 萬<0.1%−825−31.0%減碼歷史
WPCW. P. Carey Inc.COM2,612$16.3 萬<0.1%−18,815−87.8%減碼歷史
GHCGraham Holdings CoCOM CL B172$16.3 萬<0.1%+81+89.0%加碼歷史
BURLBurlington Stores, Inc.COM698$16.2 萬<0.1%+334+91.8%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,633$16.2 萬<0.1%00.0%不變–
OKTAOkta, Inc.CL A1,621$16.2 萬<0.1%+893+122.7%加碼歷史
iShares Russell Midcap ETF464287499ETF1,761$16.2 萬<0.1%−759−30.1%減碼–
CRBGCorebridge Financial, Inc.COM4,558$16.2 萬<0.1%+1,688+58.8%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW21,111$16.1 萬<0.1%+7,138+51.1%加碼歷史
PCGPG&E CorpStock11,575$16.1 萬<0.1%−230−1.9%減碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$16.1 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,093$16.1 萬<0.1%−2,007−39.4%減碼–
SNNSmith & Nephew PLCSPDN ADR NEW5,261$16.1 萬<0.1%+3,613+219.2%加碼歷史
TWTradeweb Markets Inc.Stock1,100$16.1 萬<0.1%+763+226.4%加碼歷史
LOGILogitech International S.A.SHS1,779$16.0 萬<0.1%+206+13.1%加碼歷史
SNYSanofiSPONSORED ADR3,301$15.9 萬<0.1%+875+36.1%加碼歷史
PPLPPL CorpCOM4,695$15.9 萬<0.1%+1,848+64.9%加碼歷史
RYNRayonier IncCOM7,153$15.9 萬<0.1%+5,419+312.5%加碼歷史
MKLMarkel Group Inc.COM79$15.8 萬<0.1%+46+139.4%加碼歷史
NMRNomura Holdings IncSPONSORED ADR23,936$15.7 萬<0.1%+7,733+47.7%加碼歷史
FNFabrinetSHS533$15.7 萬<0.1%+454+574.7%加碼歷史
EMBJEmbraer S.A.ADR2,752$15.7 萬<0.1%−286−9.4%減碼歷史
SAIASaia IncCOM571$15.6 萬<0.1%−54−8.6%減碼歷史
TKOTKO Group Holdings, Inc.CL A859$15.6 萬<0.1%+120+16.2%加碼歷史
IBOCInternational Bancshares CorpCOM2,341$15.6 萬<0.1%+341+17.1%加碼歷史
MTDRMatador Resources CoCOM3,261$15.6 萬<0.1%+2,885+767.3%加碼歷史
ARMKAramarkCOM3,716$15.6 萬<0.1%+174+4.9%加碼歷史
CRUSCirrus Logic, Inc.Stock1,491$15.5 萬<0.1%+1,054+241.2%加碼歷史
ProShares Tr74347R107PSHS ULT S&P 5001,588$15.5 萬<0.1%+31+2.0%加碼–
Victory Portfolios II92647N865VCSHS US LRG CAP2,328$15.5 萬<0.1%−479−17.1%減碼–
Franklin Templeton ETF Tr35473P819FTSE CHINA7,127$15.5 萬<0.1%+5,762+422.1%加碼–
OPRAOpera LtdSPONSORED ADS8,175$15.5 萬<0.1%00.0%不變歷史
WWDWoodward, Inc.COM630$15.4 萬<0.1%+467+286.5%加碼歷史
XYLXylem Inc.COM1,192$15.4 萬<0.1%+635+114.0%加碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,182$15.4 萬<0.1%−7−0.1%減碼歷史
AUAngloGold Ashanti PLCCOM SHS3,367$15.3 萬<0.1%+1,734+106.2%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,230$15.3 萬<0.1%+591+36.1%加碼歷史
GAPGap IncCOM7,016$15.3 萬<0.1%+4,483+177.0%加碼歷史
EATBrinker International, IncStock846$15.3 萬<0.1%+618+271.1%加碼歷史
GIBCgi IncCL A1,452$15.2 萬<0.1%+505+53.3%加碼歷史
GGGGraco IncCOM1,765$15.2 萬<0.1%+870+97.2%加碼歷史
DOXAmdocs LtdSHS1,660$15.1 萬<0.1%+971+140.9%加碼歷史
ALCAlcon IncStock1,714$15.1 萬<0.1%+643+60.0%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,359$15.1 萬<0.1%+7+0.3%加碼–
PAGPenske Automotive Group, Inc.COM880$15.1 萬<0.1%+735+506.9%加碼歷史
CFRCullen/Frost Bankers, Inc.COM1,174$15.1 萬<0.1%+532+82.9%加碼歷史
CHRDChord Energy CorpCOM NEW1,555$15.1 萬<0.1%+1,220+364.2%加碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,596$15.0 萬<0.1%−520−16.7%減碼–
UNMUnum GroupStock1,851$14.9 萬<0.1%+1,132+157.4%加碼歷史
AEEAmeren CorpCOM1,555$14.9 萬<0.1%+505+48.1%加碼歷史
TROWPrice T Rowe Group IncStock1,546$14.9 萬<0.1%+478+44.8%加碼歷史
GTMZoomInfo Technologies Inc.Stock14,722$14.9 萬<0.1%+12,284+503.9%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A1,429$14.9 萬<0.1%+815+132.7%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