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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
DVDoubleVerify Holdings, Inc.COM4,635$6.94 萬<0.1%+3,995+624.2%加碼歷史
FFINFirst Financial Bankshares IncCOM1,928$6.94 萬<0.1%+1,546+404.7%加碼歷史
DSGXDescartes Systems Group IncCOM681$6.92 萬<0.1%−215−24.0%減碼歷史
SONSonoco Products CoCOM1,587$6.91 萬<0.1%+1,205+315.4%加碼歷史
NENoble Corp plcORD SHS A2,601$6.91 萬<0.1%+2,318+819.1%加碼歷史
TPHTri Pointe Homes, Inc.COM2,157$6.89 萬<0.1%+1,100+104.1%加碼歷史
FHBFirst Hawaiian, Inc.COM2,759$6.89 萬<0.1%+2,123+333.8%加碼歷史
SNSharkNinja, Inc.COM SHS695$6.88 萬<0.1%+663+2,071.9%加碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI3,416$6.87 萬<0.1%+525+18.2%加碼–
STEPStepStone Group Inc.COM CL A1,236$6.86 萬<0.1%+950+332.2%加碼歷史
GTESGates Industrial Corp Ltd.ORD SHS2,970$6.84 萬<0.1%+2,827+1,976.9%加碼歷史
BNLBroadstone Net Lease, Inc.COM4,261$6.84 萬<0.1%+1,906+80.9%加碼歷史
AVYAvery Dennison CorpCOM389$6.83 萬<0.1%+242+164.6%加碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM7,038$6.81 萬<0.1%+570+8.8%加碼歷史
DPZDominos Pizza IncCOM151$6.81 萬<0.1%+16+11.9%加碼歷史
YUMCYum China Holdings, Inc.COM1,522$6.81 萬<0.1%+576+60.9%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF723$6.79 萬<0.1%−4−0.6%減碼–
ONCBeOne Medicines Ltd.ADR280$6.78 萬<0.1%+257+1,117.4%加碼歷史
NHCNational Healthcare CorpCOM633$6.77 萬<0.1%+435+219.7%加碼歷史
BEKEKE Holdings Inc.SPONSORED ADS3,812$6.76 萬<0.1%+2,257+145.1%加碼歷史
CRCCalifornia Resources CorpCOM STOCK1,476$6.74 萬<0.1%+1,045+242.5%加碼歷史
PORPortland General Electric CoCOM NEW1,654$6.72 萬<0.1%+155+10.3%加碼歷史
AROCArchrock, Inc.COM2,699$6.70 萬<0.1%+2,236+482.9%加碼歷史
SMRNuscale Power CorpCL A COM1,694$6.70 萬<0.1%+1,105+187.6%加碼歷史
RDNRadian Group IncCOM1,860$6.70 萬<0.1%+901+94.0%加碼歷史
SWKStanley Black & Decker, Inc.COM989$6.70 萬<0.1%+345+53.6%加碼歷史
LBRTLiberty Energy Inc.COM CL A5,832$6.70 萬<0.1%+4,791+460.2%加碼歷史
INSMINSMED IncCOM PAR $.01664$6.68 萬<0.1%+263+65.6%加碼歷史
CVECenovus Energy Inc.COM4,912$6.68 萬<0.1%+1,800+57.8%加碼歷史
FRSHFreshworks Inc.Stock4,479$6.68 萬<0.1%+3,630+427.6%加碼歷史
PHIPLDT Inc.SPONSORED ADR3,069$6.68 萬<0.1%+1,866+155.1%加碼歷史
CNACna Financial CorpCOM1,435$6.68 萬<0.1%+318+28.5%加碼歷史
TTEKTetra Tech IncCOM1,855$6.67 萬<0.1%+1,638+754.8%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,695$6.67 萬<0.1%−85−2.2%減碼歷史
TGNATegna IncCOM3,963$6.64 萬<0.1%+1,781+81.6%加碼歷史
PBAPembina Pipeline CorpCOM1,766$6.62 萬<0.1%+215+13.9%加碼歷史
Vanguard Utilities ETF92204A876ETF375$6.62 萬<0.1%+50+15.4%加碼–
ACIAlbertsons Companies, Inc.COMMON STOCK3,075$6.61 萬<0.1%−186−5.7%減碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$6.60 萬<0.1%00.0%不變歷史
ITGRInteger Holdings CorpCOM534$6.57 萬<0.1%+362+210.5%加碼歷史
OFGOfg BancorpCOM1,533$6.56 萬<0.1%+1,095+250.0%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW690$6.55 萬<0.1%+109+18.8%加碼歷史
NNINelnet IncCL A541$6.55 萬<0.1%+313+137.3%加碼歷史
WALWestern Alliance BancorporationCOM840$6.55 萬<0.1%+472+128.3%加碼歷史
VNOVornado Realty TrustSH BEN INT1,712$6.55 萬<0.1%−767−30.9%減碼歷史
FBIZFirst Business Financial Services, Inc.COM1,291$6.54 萬<0.1%+1,287+32,175.0%加碼歷史
APGAPi Group CorpCOM STK1,275$6.51 萬<0.1%+1,078+547.2%加碼歷史
PINCPremier, Inc.CL A2,968$6.51 萬<0.1%+2,255+316.3%加碼歷史
RBB FD Inc74933W536US TREASR 10 YR1,482$6.51 萬<0.1%−95−6.0%減碼–
TMDXTransMedics Group, Inc.COM485$6.50 萬<0.1%+203+72.0%加碼歷史
HAYWHayward Holdings, Inc.COM4,700$6.49 萬<0.1%+2,814+149.2%加碼歷史
CNXCNX Resources CorpCOM1,925$6.48 萬<0.1%+1,535+393.6%加碼歷史
KRCKilroy Realty CorpCOM1,888$6.48 萬<0.1%+502+36.2%加碼歷史
ADUSAddus HomeCare CorpCOM561$6.46 萬<0.1%+476+560.0%加碼歷史
SLRCSLR Investment Corp.COM4,000$6.46 萬<0.1%00.0%不變歷史
WBAWalgreens Boots Alliance, Inc.COM5,623$6.46 萬<0.1%−1,413−20.1%減碼歷史
NWLNewell Brands Inc.Stock11,930$6.44 萬<0.1%+7,942+199.1%加碼歷史
SKYWSkywest IncCOM625$6.44 萬<0.1%+339+118.5%加碼歷史
MPTMedical Properties Trust IncCOM14,885$6.42 萬<0.1%+3,286+28.3%加碼歷史
ACAArcosa, Inc.COM739$6.41 萬<0.1%+322+77.2%加碼歷史
OMFOneMain Holdings, Inc.COM1,123$6.40 萬<0.1%+635+130.1%加碼歷史
COHRCoherent Corp.COM716$6.39 萬<0.1%+296+70.5%加碼歷史
FSVFirstService CorpCOM365$6.37 萬<0.1%+292+400.0%加碼歷史
FORMFormfactor IncCOM1,843$6.34 萬<0.1%+1,246+208.7%加碼歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM5,000$6.32 萬<0.1%+600+13.6%加碼歷史
ECCEagle Point Credit CoCOM8,250$6.32 萬<0.1%00.0%不變歷史
AOSSmith A O CorpCOM963$6.31 萬<0.1%+422+78.0%加碼歷史
CUZCousins Properties IncCOM NEW2,100$6.31 萬<0.1%+753+55.9%加碼歷史
STLAStellantis N.V.SHS6,286$6.30 萬<0.1%+2,448+63.8%加碼歷史
iShares Tr464287549EXPND TEC SC ETF561$6.30 萬<0.1%−22−3.8%減碼–
GNWGenworth Financial IncCOM SHS8,063$6.27 萬<0.1%+4,708+140.3%加碼歷史
KFYKorn FerryCOM NEW854$6.26 萬<0.1%+390+84.1%加碼歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.26 萬<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock3,436$6.26 萬<0.1%−816−19.2%減碼歷史
Dole PLC Ord Shs256603101Stock4,470$6.25 萬<0.1%+4,380+4,866.7%加碼–
Etfis Ser Tr I26923G822VIRTUS INFRCAP3,000$6.25 萬<0.1%+1,000+50.0%加碼–
RQICohen & Steers Quality Income Realty Fund IncCEF5,000$6.22 萬<0.1%00.0%不變歷史
ASOAcademy Sports & Outdoors, Inc.COM1,388$6.22 萬<0.1%+657+89.9%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock5,417$6.21 萬<0.1%−2,159−28.5%減碼歷史
PRMBPrimo Brands CorpCLASS A COM SHS2,091$6.19 萬<0.1%+1,058+102.4%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A3,489$6.19 萬<0.1%+2,127+156.2%加碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I892$6.19 萬<0.1%−48−5.1%減碼歷史
NPKNational Presto Industries IncCOM631$6.18 萬<0.1%+572+969.5%加碼歷史
OGNOrganon & Co.Stock6,385$6.18 萬<0.1%+396+6.6%加碼歷史
FDSFactset Research Systems IncStock138$6.18 萬<0.1%+51+58.6%加碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$6.17 萬<0.1%00.0%不變–
KNKnowles CorpCOM3,495$6.16 萬<0.1%+137+4.1%加碼歷史
VRNSVaronis Systems IncCOM1,213$6.16 萬<0.1%+940+344.3%加碼歷史
RRyder System IncCOM387$6.15 萬<0.1%+294+316.1%加碼歷史
HEREHere Group LtdADS6,508$6.15 萬<0.1%+6,508新進歷史
CSWCCapital Southwest CorpCOM2,787$6.14 萬<0.1%+428+18.1%加碼歷史
NXTNextpower Inc.Stock1,127$6.13 萬<0.1%+724+179.7%加碼歷史
CBTCabot CorpCOM813$6.10 萬<0.1%+630+344.3%加碼歷史
MPMP Materials Corp.COM CL A1,828$6.08 萬<0.1%+1,047+134.1%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$6.07 萬<0.1%00.0%不變–
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$6.05 萬<0.1%00.0%不變–
AAAlcoa CorpStock2,040$6.02 萬<0.1%+1,295+173.8%加碼歷史
ProShares Tr74347X823ULTRPRO DOW30638$6.02 萬<0.1%+1+0.2%加碼–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,511$5.95 萬<0.1%+2,023+136.0%加碼歷史
GRABGrab Holdings LtdCLASS A ORD11,797$5.93 萬<0.1%+5,866+98.9%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