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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
CSGPCostar Group, Inc.COM1,850$14.9 萬<0.1%+774+71.9%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY4,883$14.8 萬<0.1%+2,156+79.1%加碼歷史
PSNParsons CorpCOM2,068$14.8 萬<0.1%+1,873+960.5%加碼歷史
STNStantec IncCOM1,361$14.8 萬<0.1%+180+15.2%加碼歷史
ProShares Tr74347R768ULTRA CONSU STAP7,935$14.7 萬<0.1%+6,100+332.4%加碼–
IDAIdacorp IncCOM1,276$14.7 萬<0.1%+314+32.6%加碼歷史
BLTEBelite Bio, IncSPONSORED ADS2,550$14.7 萬<0.1%+2,550新進歷史
WENWendy's CoStock12,875$14.7 萬<0.1%+10,337+407.3%加碼歷史
HMYHarmony Gold Mining Co LtdADR10,516$14.7 萬<0.1%+1,280+13.9%加碼歷史
JNPRJuniper Networks IncCOM3,649$14.6 萬<0.1%+1,965+116.7%加碼歷史
AGNTAGNT, Inc.COM15,948$14.5 萬<0.1%+2,053+14.8%加碼歷史
SNASnap-on IncCOM464$14.4 萬<0.1%+233+100.9%加碼歷史
BAXBaxter International IncStock4,762$14.4 萬<0.1%−12−0.3%減碼歷史
VNTVontier CorpStock3,903$14.4 萬<0.1%+960+32.6%加碼歷史
IXOrix CorpSPONSORED ADR6,364$14.3 萬<0.1%+5,470+611.9%加碼歷史
LOPEGrand Canyon Education, Inc.COM758$14.3 萬<0.1%+384+102.7%加碼歷史
AMAntero Midstream CorpStock7,556$14.3 萬<0.1%+1,323+21.2%加碼歷史
HRLHormel Foods CorpCOM4,731$14.3 萬<0.1%+3,226+214.4%加碼歷史
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$14.3 萬<0.1%+400+23.5%加碼–
MLMMartin Marietta Materials IncCOM260$14.3 萬<0.1%+175+205.9%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM437$14.3 萬<0.1%−18−4.0%減碼歷史
CNQCanadian Natural Resources LtdCOM4,513$14.2 萬<0.1%+1,786+65.5%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,290$14.2 萬<0.1%−77−3.3%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,944$14.2 萬<0.1%−68−3.4%減碼–
TNLTravel & Leisure Co.COM2,741$14.1 萬<0.1%+2,100+327.6%加碼歷史
HLNEHamilton Lane INCCL A994$14.1 萬<0.1%−395−28.4%減碼歷史
DCIDonaldson Co IncStock2,032$14.1 萬<0.1%+933+84.9%加碼歷史
CTRACoterra Energy Inc.Stock5,537$14.1 萬<0.1%+2,328+72.5%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,727$14.0 萬<0.1%−917−34.7%減碼–
TUTelus CorpCOM8,698$14.0 萬<0.1%+3,510+67.7%加碼歷史
HALOHalozyme Therapeutics, Inc.COM2,685$14.0 萬<0.1%+174+6.9%加碼歷史
WCCWesco International IncCOM753$13.9 萬<0.1%+368+95.6%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS14,703$13.9 萬<0.1%00.0%不變歷史
FTSFortis Inc.COM2,902$13.9 萬<0.1%+1,732+148.0%加碼歷史
OMCOmnicom Group Inc.COM1,917$13.8 萬<0.1%+869+82.9%加碼歷史
KTKT CorpSPONSORED ADR6,621$13.8 萬<0.1%+413+6.7%加碼歷史
PKPark Hotels & Resorts Inc.COM13,447$13.8 萬<0.1%+11,982+817.9%加碼歷史
MAAMid America Apartment Communities Inc.COM927$13.7 萬<0.1%+299+47.6%加碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK5,950$13.7 萬<0.1%+4,076+217.5%加碼歷史
Schwab International Equity ETF808524805ETF6,180$13.7 萬<0.1%+445+7.8%加碼–
TNGXTango Therapeutics, Inc.COM26,631$13.6 萬<0.1%+26,605+102,326.9%加碼歷史
IRMIron Mountain IncCOM1,322$13.6 萬<0.1%+300+29.4%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW22,358$13.5 萬<0.1%+7,626+51.8%加碼歷史
WATWaters CorpCOM386$13.5 萬<0.1%+175+82.9%加碼歷史
SEICSEI Investments CoCOM1,499$13.5 萬<0.1%+493+49.0%加碼歷史
CVSACovista Inc.COM1,057$13.4 萬<0.1%+738+231.3%加碼歷史
KBHKB HomeCOM2,530$13.4 萬<0.1%+482+23.5%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR5,732$13.4 萬<0.1%+560+10.8%加碼歷史
AERAerCap Holdings N.V.SHS1,143$13.4 萬<0.1%+425+59.2%加碼歷史
BBWIBath & Body Works, Inc.COM4,456$13.4 萬<0.1%+2,714+155.8%加碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.3 萬<0.1%00.0%不變歷史
ANSSAnsys IncCOM380$13.3 萬<0.1%+42+12.4%加碼歷史
VanEck Semiconductor ETF92189F676ETF477$13.3 萬<0.1%+106+28.6%加碼–
FTAIFTAI Aviation Ltd.SHS1,154$13.3 萬<0.1%+12+1.1%加碼歷史
VODVodafone Group Public Ltd CoADR12,433$13.3 萬<0.1%+4,935+65.8%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK766$13.2 萬<0.1%+683+822.9%加碼歷史
CHKPCheck Point Software Technologies LtdORD598$13.2 萬<0.1%+117+24.3%加碼歷史
FLEXFlex Ltd.Stock2,646$13.2 萬<0.1%+1,031+63.8%加碼歷史
EQNREquinor ASASPONSORED ADR5,230$13.1 萬<0.1%+1,751+50.3%加碼歷史
AGNCAGNC Investment Corp.REIT14,278$13.1 萬<0.1%+1,924+15.6%加碼歷史
SLMSLM CorpCOM3,995$13.1 萬<0.1%+2,164+118.2%加碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF3,783$12.9 萬<0.1%+3,783新進–
EVRGEvergy, Inc.Stock1,865$12.9 萬<0.1%+129+7.4%加碼歷史
PUKPrudential PLCADR5,132$12.8 萬<0.1%+3,404+197.0%加碼歷史
PHMPultegroup IncCOM1,212$12.8 萬<0.1%+804+197.1%加碼歷史
JLLJones Lang Lasalle IncCOM499$12.8 萬<0.1%+126+33.8%加碼歷史
CMCanadian Imperial Bank of CommerceCOM1,801$12.8 萬<0.1%+193+12.0%加碼歷史
EXPDExpeditors International of Washington IncCOM1,113$12.7 萬<0.1%+255+29.7%加碼歷史
iShares Tr4642874407-10 YR TRSY BD1,321$12.7 萬<0.1%−1,726−56.6%減碼–
ESNTEssent Group Ltd.COM2,080$12.6 萬<0.1%+1,280+160.0%加碼歷史
EXLSExlService Holdings, Inc.COM2,883$12.6 萬<0.1%+2,456+575.2%加碼歷史
LNWOLight & Wonder, Inc.COM1,306$12.6 萬<0.1%+790+153.1%加碼歷史
OVVOvintiv Inc.COM3,298$12.6 萬<0.1%+1,675+103.2%加碼歷史
OBDCBlue Owl Capital CorpCOM8,728$12.5 萬<0.1%+4,494+106.1%加碼歷史
QGENQiagen N.V.COMMON STOCK2,598$12.5 萬<0.1%+1,802+226.4%加碼歷史
MMSMaximus, Inc.COM1,773$12.4 萬<0.1%+1,428+413.9%加碼歷史
DEODiageo PLCSPON ADR NEW1,234$12.4 萬<0.1%+575+87.3%加碼歷史
CRSCarpenter Technology CorpCOM450$12.4 萬<0.1%+361+405.6%加碼歷史
SRSpire IncCOM1,699$12.4 萬<0.1%+681+66.9%加碼歷史
GILGildan Activewear Inc.Stock2,511$12.4 萬<0.1%−28−1.1%減碼歷史
THGHanover Insurance Group, Inc.COM726$12.3 萬<0.1%+412+131.2%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY2,836$12.3 萬<0.1%−700−19.8%減碼–
ROKURoku, IncCOM CL A1,394$12.3 萬<0.1%+826+145.4%加碼歷史
VanEck ETF Trust92189F601URANI NUCLE ETF1,100$12.2 萬<0.1%+413+60.1%加碼–
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,376$12.2 萬<0.1%+2,376新進–
GPCGenuine Parts CoStock1,005$12.2 萬<0.1%+137+15.8%加碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR2,419$12.2 萬<0.1%+93+4.0%加碼歷史
PTCPTC Inc.Stock705$12.1 萬<0.1%+287+68.7%加碼歷史
LYVLive Nation Entertainment, Inc.COM798$12.1 萬<0.1%+109+15.8%加碼歷史
ARAntero Resources CorpCOM2,989$12.0 萬<0.1%+2,616+701.3%加碼歷史
Schwab Strategic Tr808524680LONG TERM US3,772$12.0 萬<0.1%00.0%不變–
IFFInternational Flavors & Fragrances IncCOM1,633$12.0 萬<0.1%+625+62.0%加碼歷史
SANMSanmina CorpCOM1,227$12.0 萬<0.1%+570+86.8%加碼歷史
ACTEnact Holdings, Inc.COM3,228$12.0 萬<0.1%+2,616+427.5%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 1014,133$12.0 萬<0.1%+2,651+23.1%加碼歷史
BNSBank of Nova ScotiaCOM2,165$12.0 萬<0.1%+649+42.8%加碼歷史
LFUSLittelfuse IncCOM527$11.9 萬<0.1%+457+652.9%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,672$11.9 萬<0.1%00.0%不變–
RRCRange Resources CorpCOM2,932$11.9 萬<0.1%+1,139+63.5%加碼歷史
PNWPinnacle West Capital CorpCOM1,330$11.9 萬<0.1%+140+11.8%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