跳到主要內容
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
DOCUDocuSign, Inc.Stock1,068$8.32 萬<0.1%+45+4.4%加碼歷史
Vanguard Energy ETF92204A306ETF698$8.31 萬<0.1%+1+0.1%加碼–
FMSFresenius Medical Care AGSPONSORED ADR2,906$8.30 萬<0.1%+1,704+141.8%加碼歷史
ENSGEnsign Group, IncCOM536$8.26 萬<0.1%+213+65.9%加碼歷史
LPXLouisiana-Pacific CorpCOM954$8.20 萬<0.1%+794+496.3%加碼歷史
UHAL.BU-Haul Holding CoCOM SER N1,505$8.18 萬<0.1%+1,398+1,306.5%加碼歷史
NOKNokia CorpSPONSORED ADR15,783$8.18 萬<0.1%+3,276+26.2%加碼歷史
USALiberty All Star Equity FundSH BEN INT12,000$8.17 萬<0.1%+2,000+20.0%加碼歷史
ALVAutoliv IncCOM730$8.17 萬<0.1%+623+582.2%加碼歷史
PSMTPricesmart IncCOM776$8.15 萬<0.1%+579+293.9%加碼歷史
MCYMercury General CorpCOM1,209$8.14 萬<0.1%+798+194.2%加碼歷史
ASCArdmore Shipping CorpCOM8,444$8.11 萬<0.1%+7,972+1,689.0%加碼歷史
PBFPBF Energy Inc.CL A3,733$8.09 萬<0.1%+2,507+204.5%加碼歷史
Vanguard Communication Services ETF92204A884ETF473$8.09 萬<0.1%00.0%不變–
JXNJackson Financial Inc.COM CL A911$8.09 萬<0.1%+325+55.5%加碼歷史
FLOFlowers Foods IncCOM5,061$8.09 萬<0.1%+2,958+140.7%加碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR11,174$8.07 萬<0.1%+9,292+493.7%加碼歷史
ELEstee Lauder Companies IncCL A997$8.06 萬<0.1%+188+23.2%加碼歷史
AGXArgan IncStock365$8.05 萬<0.1%+335+1,116.7%加碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$8.05 萬<0.1%00.0%不變–
ABGAsbury Automotive Group IncCOM337$8.04 萬<0.1%+172+104.2%加碼歷史
CGCarlyle Group Inc.COM1,554$7.99 萬<0.1%+376+31.9%加碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$7.94 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$7.94 萬<0.1%00.0%不變–
WDSWoodside Energy Group LtdADR5,137$7.93 萬<0.1%+2,825+122.2%加碼歷史
BMAMacro Bank Inc.SPON ADR B1,128$7.92 萬<0.1%−22−1.9%減碼歷史
ESSEssex Property Trust, Inc.COM279$7.91 萬<0.1%+115+70.1%加碼歷史
ALSumisho Air Lease CorpCL A1,345$7.87 萬<0.1%+738+121.6%加碼歷史
CRKComstock Resources IncCOM2,825$7.82 萬<0.1%+2,606+1,190.0%加碼歷史
QFINQfin Holdings, Inc.AMERICAN DEP1,802$7.81 萬<0.1%+101+5.9%加碼歷史
SEESealed Air CorpCOM2,518$7.81 萬<0.1%+1,152+84.3%加碼歷史
VALValaris LtdCL A1,853$7.80 萬<0.1%+1,308+240.0%加碼歷史
SSentinelOne, Inc.CL A4,258$7.78 萬<0.1%+3,593+540.3%加碼歷史
SUISun Communities IncCOM615$7.78 萬<0.1%+184+42.7%加碼歷史
SEISolaris Energy Infrastructure, Inc.COM CL A2,746$7.77 萬<0.1%+2,628+2,227.1%加碼歷史
PLXSPlexus CorpCOM574$7.77 萬<0.1%+490+583.3%加碼歷史
NFGNational Fuel Gas CoStock916$7.76 萬<0.1%+429+88.1%加碼歷史
CLSCelestica IncStock497$7.76 萬<0.1%−65−11.6%減碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D2,465$7.75 萬<0.1%−34−1.4%減碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$7.75 萬<0.1%00.0%不變歷史
BOXBox IncCL A2,263$7.73 萬<0.1%+2,155+1,995.4%加碼歷史
CSLCarlisle Companies IncCOM207$7.73 萬<0.1%−2,576−92.6%減碼歷史
WTMWhite Mountains Insurance Group LtdCOM43$7.72 萬<0.1%+30+230.8%加碼歷史
MWAMueller Water Products, Inc.COM SER A3,204$7.70 萬<0.1%+2,792+677.7%加碼歷史
THWabrdn World Healthcare FundBEN INT SHS7,500$7.70 萬<0.1%00.0%不變歷史
SGNSigning Day Sports, Inc.COM73,967$7.69 萬<0.1%+19,332+35.4%加碼歷史
FOXAFox CorpCL A COM1,368$7.67 萬<0.1%+1,014+286.4%加碼歷史
MTArcelorMittalNY REGISTRY SH2,422$7.65 萬<0.1%+1,765+268.6%加碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT3,648$7.63 萬<0.1%00.0%不變歷史
ONBOld National BancorpStock3,568$7.61 萬<0.1%+3,169+794.2%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF1,642$7.61 萬<0.1%+343+26.4%加碼–
CMCCommercial Metals CoStock1,550$7.58 萬<0.1%+708+84.1%加碼歷史
ESGREnstar Group LTDSHS225$7.57 萬<0.1%+177+368.8%加碼歷史
AGOAssured Guaranty LtdCOM868$7.56 萬<0.1%+433+99.5%加碼歷史
BXPBXP, Inc.COM1,120$7.56 萬<0.1%+257+29.8%加碼歷史
NVRNVR IncCOM10$7.54 萬<0.1%+5+100.0%加碼歷史
RITMRithm Capital Corp.REIT6,650$7.51 萬<0.1%+1,387+26.4%加碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD789$7.50 萬<0.1%−822−51.0%減碼–
APAAPA CorpStock4,093$7.49 萬<0.1%−115−2.7%減碼歷史
iShares Tr46435U713US INFRASTRUC1,516$7.46 萬<0.1%−372−19.7%減碼–
LRNStride, Inc.COM512$7.43 萬<0.1%+424+481.8%加碼歷史
GRFSGrifols SASP ADR REP B NVT8,219$7.43 萬<0.1%+4,604+127.4%加碼歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS5,500$7.41 萬<0.1%00.0%不變歷史
NWBINorthwest Bancshares, Inc.COM5,791$7.40 萬<0.1%+4,952+590.2%加碼歷史
DGICADonegal Group IncCL A3,679$7.37 萬<0.1%+2,975+422.6%加碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$7.36 萬<0.1%00.0%不變歷史
COLLCollegium Pharmaceutical, IncCOM2,484$7.35 萬<0.1%+2,190+744.9%加碼歷史
SIGISelective Insurance Group IncCOM846$7.33 萬<0.1%+682+415.9%加碼歷史
FULFuller H B CoStock1,218$7.33 萬<0.1%+688+129.8%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR4,453$7.31 萬<0.1%+3,617+432.7%加碼歷史
CGNXCognex CorpCOM2,305$7.31 萬<0.1%+1,871+431.1%加碼歷史
BGBunge Global SACOM SHS910$7.31 萬<0.1%+494+118.8%加碼歷史
NTESNetEase, Inc.SPONSORED ADS542$7.29 萬<0.1%+280+106.9%加碼歷史
HSTHost Hotels & Resorts, Inc.COM4,718$7.25 萬<0.1%+3,799+413.4%加碼歷史
CARAvis Budget Group, Inc.COM427$7.22 萬<0.1%+70+19.6%加碼歷史
OGEOGE Energy Corp.COM1,626$7.22 萬<0.1%+884+119.1%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C733$7.21 萬<0.1%+273+59.3%加碼歷史
CADECadence BancorporationEQUITY US CM2,252$7.20 萬<0.1%+1,258+126.6%加碼歷史
EVTCEVERTEC, Inc.COM1,996$7.20 萬<0.1%+1,926+2,751.4%加碼歷史
TPLTexas Pacific Land CorpStock68$7.18 萬<0.1%+12+21.4%加碼歷史
GENGen Digital Inc.Stock2,441$7.18 萬<0.1%+14+0.6%加碼歷史
MANManpowerGroup Inc.COM1,773$7.16 萬<0.1%+1,134+177.5%加碼歷史
NVMINova Ltd.COM260$7.16 萬<0.1%+100+62.5%加碼歷史
EMNEastman Chemical CoStock958$7.15 萬<0.1%+618+181.8%加碼歷史
SPXCSPX Technologies, Inc.COM425$7.13 萬<0.1%+164+62.8%加碼歷史
ESEEsco Technologies IncCOM371$7.12 萬<0.1%+38+11.4%加碼歷史
FLUTFlutter Entertainment plcSHS248$7.09 萬<0.1%+106+74.6%加碼歷史
CECelanese CorpStock1,276$7.06 萬<0.1%+755+144.9%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$7.06 萬<0.1%00.0%不變–
PAYCPaycom Software, Inc.Stock304$7.04 萬<0.1%+117+62.6%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF3,061$7.04 萬<0.1%−906−22.8%減碼–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$7.01 萬<0.1%00.0%不變歷史
PENPenumbra IncCOM272$6.98 萬<0.1%+184+209.1%加碼歷史
HIWHighwoods Properties, Inc.COM2,242$6.97 萬<0.1%+1,106+97.4%加碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$6.97 萬<0.1%00.0%不變歷史
NGVTIngevity CorpCOM1,616$6.96 萬<0.1%+550+51.6%加碼歷史
CACICACI International IncCL A146$6.96 萬<0.1%+125+595.2%加碼歷史
PAHCPhibro Animal Health CorpCL A COM2,720$6.95 萬<0.1%+2,685+7,671.4%加碼歷史
GFIGold Fields LtdSPONSORED ADR2,935$6.95 萬<0.1%+1,900+183.6%加碼歷史
FHIFederated Hermes, Inc.CL B1,567$6.94 萬<0.1%+679+76.5%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