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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
CPNGCoupang, Inc.CL A3,316$9.93 萬<0.1%+1,395+72.6%加碼歷史
BF.BBrown Forman CorpStock3,690$9.93 萬<0.1%+946+34.5%加碼歷史
GNTXGentex CorpCOM4,512$9.92 萬<0.1%+4,301+2,038.4%加碼歷史
ADCAgree Realty CorpCOM1,358$9.92 萬<0.1%+965+245.5%加碼歷史
DXCMDexcom IncCOM1,136$9.92 萬<0.1%−86−7.0%減碼歷史
MZTIMarzetti CoCOM574$9.92 萬<0.1%+182+46.4%加碼歷史
FIVEFive Below, IncCOM755$9.90 萬<0.1%+532+238.6%加碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$9.90 萬<0.1%00.0%不變歷史
YOUClear Secure, Inc.COM CL A3,566$9.90 萬<0.1%+3,401+2,061.2%加碼歷史
STRAStrategic Education, Inc.COM1,162$9.89 萬<0.1%+765+192.7%加碼歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF8,727$9.88 萬<0.1%+1,250+16.7%加碼歷史
POSTPost Holdings, Inc.COM906$9.88 萬<0.1%+727+406.1%加碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$9.87 萬<0.1%00.0%不變–
Pacer FDS Tr69374H659CASH COWS ETF2,471$9.84 萬<0.1%+469+23.4%加碼–
WSTWest Pharmaceutical Services IncCOM449$9.84 萬<0.1%+197+78.2%加碼歷史
MRPMillrose Properties, Inc.COM CL A3,440$9.81 萬<0.1%+1,674+94.8%加碼歷史
SPTNSpartanNash CoCOM3,685$9.76 萬<0.1%+696+23.3%加碼歷史
CACCCredit Acceptance CorpCOM191$9.73 萬<0.1%−13−6.4%減碼歷史
KTBKontoor Brands, Inc.Stock1,469$9.69 萬<0.1%+797+118.6%加碼歷史
ALSNAllison Transmission Holdings IncStock1,018$9.67 萬<0.1%+830+441.5%加碼歷史
ARGXArgenx SESPONSORED ADR175$9.65 萬<0.1%+58+49.6%加碼歷史
TDCTeradata CorpStock4,295$9.58 萬<0.1%+4,246+8,665.3%加碼歷史
BCEBce IncCOM NEW4,322$9.58 萬<0.1%+2,081+92.9%加碼歷史
TTDTrade Desk, Inc.Stock1,331$9.58 萬<0.1%+134+11.2%加碼歷史
LNTAlliant Energy CorpStock1,583$9.57 萬<0.1%+1,089+220.4%加碼歷史
JAZZJazz Pharmaceuticals plcSHS USD902$9.57 萬<0.1%+313+53.1%加碼歷史
ARLOArlo Technologies, Inc.COM5,616$9.52 萬<0.1%+5,301+1,682.9%加碼歷史
PDIPIMCO Dynamic Income FundSHS5,000$9.48 萬<0.1%00.0%不變歷史
SSRMSSR Mining Inc.Stock7,431$9.48 萬<0.1%+6,223+515.1%加碼歷史
GSKGSK plcADR2,461$9.45 萬<0.1%+179+7.8%加碼歷史
FROFrontline plcCOM5,752$9.44 萬<0.1%−40−0.7%減碼歷史
ZIONZions Bancorporation, National AssociationCOM1,816$9.43 萬<0.1%+625+52.5%加碼歷史
APLSApellis Pharmaceuticals, Inc.COM5,429$9.40 萬<0.1%+4,191+338.5%加碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$9.39 萬<0.1%00.0%不變–
ALKSAlkermes plc.SHS3,283$9.39 萬<0.1%+1,610+96.2%加碼歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM6,722$9.38 萬<0.1%+6,508+3,041.1%加碼歷史
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$9.38 萬<0.1%+19,998新進–
TTANServiceTitan, Inc.SHS CL A875$9.38 萬<0.1%+875新進歷史
NOVNOV Inc.COM7,519$9.35 萬<0.1%+3,995+113.4%加碼歷史
LVSLas Vegas Sands CorpCOM2,146$9.34 萬<0.1%+1,027+91.8%加碼歷史
HUNHuntsman CORPCOM8,956$9.33 萬<0.1%+5,779+181.9%加碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$9.32 萬<0.1%00.0%不變歷史
QDELQuidelOrtho CorpCOM3,230$9.31 萬<0.1%+2,309+250.7%加碼歷史
AKAMAkamai Technologies IncCOM1,163$9.28 萬<0.1%+703+152.8%加碼歷史
TGTTarget CorpStock941$9.27 萬<0.1%−318−25.3%減碼歷史
HWCHancock Whitney CorpCOM1,611$9.25 萬<0.1%+710+78.8%加碼歷史
BF.ABrown Forman CorpCL A3,365$9.24 萬<0.1%+960+39.9%加碼歷史
BRBRBellring Brands, Inc.Stock1,595$9.24 萬<0.1%+755+89.9%加碼歷史
QLYSQualys, Inc.COM646$9.23 萬<0.1%+535+482.0%加碼歷史
PODDInsulet CorpStock293$9.21 萬<0.1%+5+1.7%加碼歷史
LEALear CorpCOM NEW968$9.19 萬<0.1%+262+37.1%加碼歷史
DOCHealthpeak Properties, Inc.COM5,241$9.18 萬<0.1%−1,171−18.3%減碼歷史
WSMWilliams Sonoma IncCOM561$9.17 萬<0.1%+20+3.7%加碼歷史
FYBRFrontier Communications Parent, Inc.COM2,515$9.15 萬<0.1%+1,613+178.8%加碼歷史
iShares Core S&P US Value ETF464287663ETF967$9.15 萬<0.1%−180−15.7%減碼–
PECOPhillips Edison & Company, Inc.COMMON STOCK2,604$9.12 萬<0.1%+865+49.7%加碼歷史
ELANElanco Animal Health IncCOM6,379$9.11 萬<0.1%+1,332+26.4%加碼歷史
ETF Ser Solutions26922A321DISTILLATE US1,643$9.09 萬<0.1%+1,614+5,565.5%加碼–
Neos ETF Trust78433H303NEOS S&P 500 HI1,800$9.06 萬<0.1%+1,800新進–
WNSWNS (Holdings) LtdCOM SHS1,432$9.06 萬<0.1%+965+206.6%加碼歷史
RIVNRivian Automotive, Inc.Stock6,586$9.05 萬<0.1%+3,654+124.6%加碼歷史
UTGReaves Utility Income FundCOM SH BEN INT2,500$9.04 萬<0.1%00.0%不變歷史
MLIMueller Industries IncCOM1,136$9.03 萬<0.1%+449+65.4%加碼歷史
KEYKeycorpCOM5,148$8.97 萬<0.1%+1,890+58.0%加碼歷史
WUWestern Union COStock10,621$8.94 萬<0.1%+905+9.3%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP923$8.93 萬<0.1%+601+186.6%加碼歷史
FUTUFutu Holdings LtdSPON ADS CL A720$8.90 萬<0.1%+366+103.4%加碼歷史
VMIValmont Industries IncCOM272$8.88 萬<0.1%+218+403.7%加碼歷史
ATRAptargroup, Inc.Stock565$8.84 萬<0.1%+476+534.8%加碼歷史
SPSCSPS Commerce IncCOM649$8.83 萬<0.1%+376+137.7%加碼歷史
AZZAzz IncCOM934$8.82 萬<0.1%+859+1,145.3%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM365$8.82 萬<0.1%+280+329.4%加碼歷史
VVRInvesco Senior Income TrustCOM22,992$8.74 萬<0.1%+20,492+819.7%加碼歷史
CROXCrocs, Inc.COM862$8.73 萬<0.1%+634+278.1%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF1,823$8.72 萬<0.1%−2,131−53.9%減碼–
LNTHLantheus Holdings, Inc.Stock1,065$8.72 萬<0.1%+698+190.2%加碼歷史
PIIPolaris Inc.Stock2,144$8.72 萬<0.1%+1,830+582.8%加碼歷史
RVTYRevvity, Inc.COM900$8.70 萬<0.1%+185+25.9%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,053$8.68 萬<0.1%−171−7.7%減碼–
TXG10x Genomics, Inc.CL A COM7,490$8.67 萬<0.1%+5,025+203.9%加碼歷史
Timothy Plan887432276HIGH DIVIDEND3,443$8.67 萬<0.1%−1,194−25.7%減碼–
MMSIMerit Medical Systems IncCOM922$8.62 萬<0.1%+813+745.9%加碼歷史
TXNMTXNM Energy IncCOM1,528$8.61 萬<0.1%+1,043+215.1%加碼歷史
SKXSkechers USA IncCL A1,360$8.58 萬<0.1%+1,240+1,033.3%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF1,010$8.57 萬<0.1%+820+431.6%加碼歷史
MURMurphy Oil CorpCOM3,802$8.55 萬<0.1%+3,095+437.8%加碼歷史
FSLRFirst Solar, Inc.Stock516$8.54 萬<0.1%+174+50.9%加碼歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,780$8.54 萬<0.1%+34+0.9%加碼–
RNRRenaissancere Holdings LtdCOM350$8.50 萬<0.1%+249+246.5%加碼歷史
NMIHNMI Holdings, Inc.COM2,013$8.49 萬<0.1%+1,099+120.2%加碼歷史
PRIPrimerica, Inc.Stock310$8.48 萬<0.1%+130+72.2%加碼歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF1,650$8.48 萬<0.1%+250+17.9%加碼–
Flexshares Tr33939L886ULTR SHO INC FD1,121$8.46 萬<0.1%+1,121新進–
PCTYPaylocity Holding CorpCOM465$8.43 萬<0.1%+392+537.0%加碼歷史
OZKBank OZKCOM1,789$8.42 萬<0.1%+926+107.3%加碼歷史
OXLCOxford Lane Capital Corp.COM20,000$8.40 萬<0.1%+4,000+25.0%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,862$8.38 萬<0.1%−9,201−76.3%減碼–
WTSWatts Water Technologies IncCL A339$8.34 萬<0.1%+280+474.6%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW1,624$8.33 萬<0.1%+493+43.6%加碼歷史
MKSIMKS IncCOM838$8.33 萬<0.1%+325+63.4%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