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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
FMXMexican Economic Development IncSPON ADR UNITS1,156$11.9 萬<0.1%+438+61.0%加碼歷史
BlackRock ETF Trust09290C780ISHA I IN TE ETF4,121$11.9 萬<0.1%+4,121新進–
FOXFox CorpCL B COM2,300$11.9 萬<0.1%+1,301+130.2%加碼歷史
TFXTeleflex IncCOM1,003$11.9 萬<0.1%+521+108.1%加碼歷史
FTVFortive CorpStock2,270$11.8 萬<0.1%+1,062+87.9%加碼歷史
AVAAvista CorpCOM3,117$11.8 萬<0.1%+998+47.1%加碼歷史
NLYAnnaly Capital Management IncREIT6,256$11.8 萬<0.1%+132+2.2%加碼歷史
GRALGRAIL, Inc.COM2,288$11.8 萬<0.1%+1,684+278.8%加碼歷史
CLXClorox CoStock977$11.7 萬<0.1%−2,224−69.5%減碼歷史
ALEAllete IncCOM NEW1,829$11.7 萬<0.1%+1,128+160.9%加碼歷史
ESABESAB CorpCOM972$11.7 萬<0.1%+629+183.4%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,312$11.7 萬<0.1%−222−14.5%減碼–
RYAAYRyanair Holdings PLCSPONSORED ADR2,029$11.7 萬<0.1%+1,013+99.7%加碼歷史
iShares Semiconductor ETF464287523ETF490$11.7 萬<0.1%+21+4.5%加碼–
REYNReynolds Consumer Products Inc.COM5,455$11.7 萬<0.1%+4,657+583.6%加碼歷史
CNICanadian National Railway CoStock1,118$11.6 萬<0.1%+383+52.1%加碼歷史
PRAProassurance CorpCOM5,086$11.6 萬<0.1%+367+7.8%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM1,454$11.6 萬<0.1%+876+151.6%加碼歷史
GLXYGalaxy Digital Inc.CL A5,297$11.6 萬<0.1%+5,297新進歷史
BROBrown & Brown, Inc.Stock1,045$11.6 萬<0.1%+223+27.1%加碼歷史
REXRRexford Industrial Realty, Inc.COM3,252$11.6 萬<0.1%+1,848+131.6%加碼歷史
HSYHershey CoCOM697$11.6 萬<0.1%+117+20.2%加碼歷史
SNXTD Synnex CorpCOM852$11.6 萬<0.1%+126+17.4%加碼歷史
SLFSun Life Financial IncCOM1,734$11.5 萬<0.1%+692+66.4%加碼歷史
GGenpact LTDSHS2,617$11.5 萬<0.1%+1,156+79.1%加碼歷史
DNPDNP Select Income Fund IncCOM11,745$11.5 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH1,333$11.5 萬<0.1%−2,596−66.1%減碼–
MVSTMicrovast Holdings, Inc.COM31,592$11.5 萬<0.1%−2,400−7.1%減碼歷史
KKellanovaStock1,439$11.4 萬<0.1%−77−5.1%減碼歷史
BRKRBruker CorpCOM2,770$11.4 萬<0.1%+942+51.5%加碼歷史
MHKMohawk Industries IncCOM1,087$11.4 萬<0.1%+971+837.1%加碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF540$11.4 萬<0.1%+127+30.8%加碼–
iShares Inc464286327MSCI GLB SLV&MTL6,379$11.4 萬<0.1%+6,379新進–
STTState Street CorpCOM1,067$11.4 萬<0.1%+283+36.1%加碼歷史
INFYInfosys LtdSPONSORED ADR6,096$11.3 萬<0.1%+1,460+31.5%加碼歷史
APAMArtisan Partners Asset Management Inc.CL A2,545$11.3 萬<0.1%+1,216+91.5%加碼歷史
ALKAlaska Air Group, Inc.COM2,276$11.3 萬<0.1%+1,504+194.8%加碼歷史
RLIRli CorpCOM1,559$11.3 萬<0.1%+493+46.2%加碼歷史
MGMMGM Resorts InternationalStock3,248$11.2 萬<0.1%+1,182+57.2%加碼歷史
CASYCaseys General Stores IncCOM218$11.1 萬<0.1%+177+431.7%加碼歷史
STWDStarwood Property Trust, Inc.COM5,535$11.1 萬<0.1%+1,657+42.7%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF2,284$11.1 萬<0.1%00.0%不變–
ABCBAmeris BancorpCOM1,716$11.1 萬<0.1%+1,394+432.9%加碼歷史
AEMAgnico Eagle Mines LtdStock929$11.0 萬<0.1%+187+25.2%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID2,199$11.0 萬<0.1%00.0%不變–
ITTItt Inc.COM700$11.0 萬<0.1%+442+171.3%加碼歷史
STNGScorpio Tankers Inc.SHS2,807$11.0 萬<0.1%+2,402+593.1%加碼歷史
TELFYTelefonica S ASPONSORED ADR20,909$10.9 萬<0.1%+10,859+108.0%加碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS1,004$10.9 萬<0.1%+3+0.3%加碼歷史
TOSTToast, Inc.Stock2,463$10.9 萬<0.1%+61+2.5%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,664$10.8 萬<0.1%+6+0.2%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE2,477$10.8 萬<0.1%+2,300+1,299.4%加碼–
CALMCal-Maine Foods IncCOM NEW1,087$10.8 萬<0.1%+830+323.0%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,576$10.8 萬<0.1%+2,540+7,055.6%加碼–
PRIMPrimoris Services CorpStock1,381$10.8 萬<0.1%+1,342+3,441.0%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS933$10.8 萬<0.1%+336+56.3%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$10.7 萬<0.1%00.0%不變–
NSITInsight Enterprises IncCOM775$10.7 萬<0.1%+160+26.0%加碼歷史
LCIILci IndustriesCOM1,172$10.7 萬<0.1%+426+57.1%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,616$10.7 萬<0.1%+2+0.1%加碼歷史
PATKPatrick Industries IncCOM1,157$10.7 萬<0.1%+1,007+671.3%加碼歷史
KIMKimco Realty CorpCOM5,069$10.7 萬<0.1%+1,170+30.0%加碼歷史
CNHCNH Industrial N.V.SHS8,206$10.6 萬<0.1%+2,970+56.7%加碼歷史
FLRFluor CorpStock2,067$10.6 萬<0.1%+1,637+380.7%加碼歷史
GATXGatx CorpCOM690$10.6 萬<0.1%+525+318.2%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,103$10.6 萬<0.1%−2,085−65.4%減碼歷史
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT4,243$10.6 萬<0.1%+1,226+40.6%加碼–
CORTCorcept Therapeutics IncCOM1,441$10.6 萬<0.1%+1,055+273.3%加碼歷史
UHSUniversal Health Services IncCL B583$10.6 萬<0.1%+284+95.0%加碼歷史
SNDKSandisk CorpCOM2,324$10.5 萬<0.1%+1,213+109.2%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT14,548$10.5 萬<0.1%+8,770+151.8%加碼歷史
SJMJ M SMUCKER CoStock1,071$10.5 萬<0.1%+564+111.2%加碼歷史
APOApollo Global Management, Inc.COM738$10.5 萬<0.1%+3+0.4%加碼歷史
Vanguard Materials ETF92204A801ETF536$10.4 萬<0.1%00.0%不變–
BZKanzhun LtdSPONSORED ADS5,850$10.4 萬<0.1%+4,442+315.5%加碼歷史
NEUNewmarket CorpCOM151$10.4 萬<0.1%+71+88.8%加碼歷史
ESLTElbit Systems LtdStock232$10.4 萬<0.1%+85+57.8%加碼歷史
ProShares Ultrapro Short S&P50074349Y845ETF6,200$10.4 萬<0.1%+975+18.7%加碼–
AXTAAxalta Coating Systems Ltd.COM3,501$10.4 萬<0.1%+2,758+371.2%加碼歷史
VALEVale S.A.SPONSORED ADS10,700$10.4 萬<0.1%+3,200+42.7%加碼歷史
AIZAssurant, Inc.Stock525$10.4 萬<0.1%+262+99.6%加碼歷史
CPCanadian Pacific Kansas City LtdCOM1,307$10.4 萬<0.1%+369+39.3%加碼歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$10.3 萬<0.1%−674−38.4%減碼–
AVPTAvePoint, Inc.COM CL A5,342$10.3 萬<0.1%+5,256+6,111.6%加碼歷史
CRCrane CoCOMMON STOCK538$10.2 萬<0.1%+435+422.3%加碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E3,420$10.2 萬<0.1%−3,137−47.8%減碼–
WTRGEssential Utilities, Inc.COM2,747$10.2 萬<0.1%+1,723+168.3%加碼歷史
AVTAvnet IncCOM1,918$10.2 萬<0.1%+863+81.8%加碼歷史
BIDUBaidu, Inc.ADR1,182$10.1 萬<0.1%+493+71.6%加碼歷史
SFStifel Financial CorpCOM974$10.1 萬<0.1%+503+106.8%加碼歷史
SUNSunoco LPCOM UT REP LP1,884$10.1 萬<0.1%00.0%不變歷史
FEFirstenergy CorpCOM2,501$10.1 萬<0.1%−338−11.9%減碼歷史
ALGNAlign Technology IncCOM531$10.1 萬<0.1%+190+55.7%加碼歷史
EQHEquitable Holdings, Inc.COM1,784$10.0 萬<0.1%−1,120−38.6%減碼歷史
AFGAmerican Financial Group IncCOM793$10.0 萬<0.1%+469+144.8%加碼歷史
HOLXHologic IncCOM1,536$10.0 萬<0.1%+721+88.5%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN2,284$10.0 萬<0.1%+2,284新進–
SUSuncor Energy IncStock2,667$9.99 萬<0.1%+464+21.1%加碼歷史
FITBFifth Third BancorpCOM2,428$9.98 萬<0.1%+759+45.5%加碼歷史
NWSNews CorpCL B2,907$9.97 萬<0.1%+2,016+226.3%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