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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
YALAYalla Group LtdADS6,481$4.37 萬<0.1%+2,749+73.7%加碼歷史
GMABGenmab A/SSPONSORED ADS2,114$4.37 萬<0.1%+1,174+124.9%加碼歷史
IONSIonis Pharmaceuticals IncCOM1,101$4.35 萬<0.1%−56−4.8%減碼歷史
FNVFranco Nevada CorpStock265$4.35 萬<0.1%+4+1.5%加碼歷史
BTSGBrightSpring Health Services, Inc.COM1,841$4.34 萬<0.1%+1,841新進歷史
BKEBuckle IncCOM957$4.34 萬<0.1%+592+162.2%加碼歷史
ACIWAci Worldwide, Inc.Stock944$4.33 萬<0.1%+519+122.1%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,042$4.32 萬<0.1%−814−43.9%減碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF491$4.31 萬<0.1%−70−12.5%減碼–
SPNTSiriusPoint LtdCOM2,113$4.31 萬<0.1%+1,377+187.1%加碼歷史
NOGNorthern Oil & Gas, Inc.COM1,514$4.29 萬<0.1%+1,228+429.4%加碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$4.28 萬<0.1%−1,046−75.9%減碼–
UBSIUnited Bankshares IncCOM1,175$4.28 萬<0.1%+988+528.3%加碼歷史
FIBKFirst Interstate Bancsystem IncCOM1,481$4.27 萬<0.1%+862+139.3%加碼歷史
UMBFUmb Financial CorpCOM405$4.26 萬<0.1%+267+193.5%加碼歷史
SITCSITE Centers Corp.COM3,761$4.25 萬<0.1%+3,671+4,078.9%加碼歷史
iShares Russell Top 200 Growth ETF464289438ETF172$4.24 萬<0.1%00.0%不變–
MODModine Manufacturing CoCOM430$4.24 萬<0.1%+4+0.9%加碼歷史
FCFFirst Commonwealth Financial CorpCOM2,609$4.23 萬<0.1%+2,498+2,250.5%加碼歷史
MCWMister Car Wash, Inc.COM7,038$4.23 萬<0.1%+3,027+75.5%加碼歷史
KGSKodiak Gas Services, Inc.COM1,233$4.23 萬<0.1%+1,156+1,501.3%加碼歷史
iShares Tr464287762US HLTHCARE ETF748$4.22 萬<0.1%−588−44.0%減碼–
XPOXPO, Inc.COM334$4.22 萬<0.1%+88+35.8%加碼歷史
iShares Tr46432F388MSCI USA VALUE372$4.21 萬<0.1%00.0%不變–
SDRLSEADRILL LtdCOM1,604$4.21 萬<0.1%+1,604新進歷史
BOHBank of Hawaii CorpCOM623$4.21 萬<0.1%+512+461.3%加碼歷史
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$4.20 萬<0.1%−800−15.4%減碼–
PRMPerimeter Solutions, Inc.COMMON STOCK3,010$4.19 萬<0.1%+3,010新進歷史
WWayfair Inc.CL A819$4.19 萬<0.1%+653+393.4%加碼歷史
UVVUniversal CorpCOM719$4.19 萬<0.1%+522+265.0%加碼歷史
UHALU-Haul Holding CoCOM691$4.18 萬<0.1%−154−18.2%減碼歷史
MDUMdu Resources Group IncStock2,508$4.18 萬<0.1%+904+56.4%加碼歷史
CCUUnited Breweries Co IncSPONSORED ADR3,233$4.18 萬<0.1%+2,994+1,252.7%加碼歷史
COLMColumbia Sportswear CoCOM683$4.17 萬<0.1%+491+255.7%加碼歷史
MOG.AMoog Inc.CL A230$4.16 萬<0.1%+54+30.7%加碼歷史
TIMBTim S.A.SPONSORED ADR2,060$4.14 萬<0.1%+1,345+188.1%加碼歷史
GFFGriffon CorpCOM572$4.14 萬<0.1%+142+33.0%加碼歷史
WABCWestamerica BancorporationCOM854$4.14 萬<0.1%+666+354.3%加碼歷史
AEISAdvanced Energy Industries IncCOM312$4.13 萬<0.1%+126+67.7%加碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,008$4.12 萬<0.1%00.0%不變–
XPEVXpeng Inc.ADS2,305$4.12 萬<0.1%+391+20.4%加碼歷史
OGSONE Gas, Inc.COM573$4.12 萬<0.1%−210−26.8%減碼歷史
BRYBerry Corp (bry)COM14,861$4.12 萬<0.1%+14,474+3,740.1%加碼歷史
CCSCentury Communities, Inc.COM730$4.11 萬<0.1%+465+175.5%加碼歷史
DXPEDXP Enterprises IncCOM NEW469$4.11 萬<0.1%+456+3,507.7%加碼歷史
TCOMTrip.com Group LtdADS701$4.11 萬<0.1%+215+44.2%加碼歷史
VBTXVeritex Holdings, Inc.COM1,571$4.10 萬<0.1%+1,135+260.3%加碼歷史
LZLegalzoom.com, Inc.COM4,564$4.07 萬<0.1%+4,140+976.4%加碼歷史
BFHBread Financial Holdings, Inc.COM711$4.06 萬<0.1%+398+127.2%加碼歷史
Vanguard Industrials ETF92204A603ETF145$4.06 萬<0.1%00.0%不變–
REGRegency Centers CorpCOM570$4.06 萬<0.1%+399+233.3%加碼歷史
MNSOMINISO Group Holding LtdSPONSORED ADS2,223$4.05 萬<0.1%+608+37.6%加碼歷史
VLGEAVillage Super Market IncCL A NEW1,051$4.05 萬<0.1%+147+16.3%加碼歷史
VRNTVerint Systems IncCOM2,055$4.04 萬<0.1%+1,098+114.7%加碼歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$4.04 萬<0.1%00.0%不變–
BPMCBlueprint Medicines CorpCOM315$4.04 萬<0.1%+125+65.8%加碼歷史
CCDCalamos Dynamic Convertible & Income FundCOM2,000$4.03 萬<0.1%00.0%不變歷史
LPGDorian LPG Ltd.SHS USD1,652$4.03 萬<0.1%+1,340+429.5%加碼歷史
RUSHARush Enterprises IncCL A781$4.02 萬<0.1%+633+427.7%加碼歷史
PPBIPacific Premier Bancorp IncCOM1,903$4.01 萬<0.1%+1,423+296.5%加碼歷史
PEOAdams Natural Resources Fund, Inc.COM1,873$4.00 萬<0.1%00.0%不變歷史
KGCKinross Gold CorpCOM2,558$4.00 萬<0.1%−402−13.6%減碼歷史
ENOVEnovis CORPCOM1,271$3.99 萬<0.1%+707+125.4%加碼歷史
American Centy ETF Tr025072364INTERNATIONAL LR640$3.98 萬<0.1%+640新進–
JJSFJ&J Snack Foods CorpCOM351$3.98 萬<0.1%+316+902.9%加碼歷史
DAYDayforce, Inc.COM715$3.96 萬<0.1%+240+50.5%加碼歷史
SSLSasol LtdSPONSORED ADR8,960$3.96 萬<0.1%+6,957+347.3%加碼歷史
CIGIColliers International Group Inc.SUB VTG SHS303$3.96 萬<0.1%+63+26.3%加碼歷史
Copel-ADR20441B605ADR4,318$3.94 萬<0.1%+3,179+279.1%加碼–
WORWorthington Enterprises, Inc.COM619$3.94 萬<0.1%+541+693.6%加碼歷史
SAFTSafety Insurance Group IncCOM496$3.94 萬<0.1%+461+1,317.1%加碼歷史
DYDycom Industries IncCOM161$3.93 萬<0.1%+68+73.1%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$3.93 萬<0.1%00.0%不變歷史
BSACBanco Santander ChileSP ADR REP COM1,559$3.93 萬<0.1%+1,329+577.8%加碼歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$3.92 萬<0.1%00.0%不變–
FBKFB Financial CorpCOM864$3.91 萬<0.1%+795+1,152.2%加碼歷史
VOYAVoya Financial, Inc.COM551$3.91 萬<0.1%+475+625.0%加碼歷史
NTRNutrien Ltd.COM671$3.91 萬<0.1%−289−30.1%減碼歷史
HMNHorace Mann Educators CorpCOM909$3.91 萬<0.1%+627+222.3%加碼歷史
FBPFirst BancorpCOM NEW1,873$3.90 萬<0.1%+1,129+151.7%加碼歷史
RALRalliant CorpStock742$3.88 萬<0.1%+742新進歷史
ORNOrion Group Holdings IncCOM4,278$3.88 萬<0.1%+189+4.6%加碼歷史
LKFNLakeland Financial CorpCOM630$3.87 萬<0.1%+582+1,212.5%加碼歷史
LAURLaureate Education, Inc.COMMON STOCK1,650$3.86 萬<0.1%+1,265+328.6%加碼歷史
BCCBoise Cascade CoCOM444$3.85 萬<0.1%−269−37.7%減碼歷史
DARDarling Ingredients Inc.COM1,016$3.85 萬<0.1%+886+681.5%加碼歷史
Unified Ser Tr90470L444ONEASCENT INTL1,009$3.85 萬<0.1%+181+21.9%加碼–
Fidelity Covington Trust31609A206ENHANCED SML CAP1,204$3.85 萬<0.1%+1+0.1%加碼–
OMABCentral North Airport GroupSPON ADR365$3.85 萬<0.1%+271+288.3%加碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL437$3.84 萬<0.1%+1+0.2%加碼–
IAUXi-80 Gold Corp.COM64,167$3.84 萬<0.1%+63,840+19,522.9%加碼歷史
YETIYETI Holdings, Inc.COM1,212$3.82 萬<0.1%−450−27.1%減碼歷史
iShares Core High Dividend ETF46429B663ETF326$3.82 萬<0.1%00.0%不變–
CNXNPC Connection IncCOM580$3.82 萬<0.1%+500+625.0%加碼歷史
FELEFranklin Electric Co IncCOM425$3.81 萬<0.1%+101+31.2%加碼歷史
AALAmerican Airlines Group Inc.Stock3,389$3.80 萬<0.1%+83+2.5%加碼歷史
VRRMVerra Mobility CorpCL A COM STK1,494$3.79 萬<0.1%+1,217+439.4%加碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG1,157$3.79 萬<0.1%+543+88.4%加碼歷史
PBIPitney Bowes IncCOM3,472$3.79 萬<0.1%+1,015+41.3%加碼歷史
AINAlbany International CorpCL A540$3.79 萬<0.1%+375+227.3%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