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Livermore
Livermore
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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
AMXAmerica Movil SAB de CVSPON ADS RP CL B2,103$3.77 萬<0.1%+1,235+142.3%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM1,400$3.77 萬<0.1%00.0%不變歷史
ONLOrion Properties Inc.REIT17,666$3.76 萬<0.1%+3,217+22.3%加碼歷史
IVTInvenTrust Properties Corp.COM NEW1,369$3.75 萬<0.1%+418+44.0%加碼歷史
WHRWhirlpool CorpStock369$3.74 萬<0.1%+208+129.2%加碼歷史
MCMoelis & CoCL A597$3.72 萬<0.1%+282+89.5%加碼歷史
SEBSeaboard CorpCOM13$3.72 萬<0.1%+8+160.0%加碼歷史
DDSDillard's, Inc.CL A89$3.72 萬<0.1%+79+790.0%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$3.71 萬<0.1%00.0%不變歷史
MRNAModerna, Inc.Stock1,341$3.70 萬<0.1%+801+148.3%加碼歷史
COLDAmericold Realty TrustCOM2,224$3.70 萬<0.1%+1,593+252.5%加碼歷史
SCSSteelcase IncCL A3,546$3.70 萬<0.1%+3,289+1,279.8%加碼歷史
RBCRBC Bearings INCCOM96$3.69 萬<0.1%+53+123.3%加碼歷史
DRVNDriven Brands Holdings Inc.COM2,103$3.69 萬<0.1%+1,854+744.6%加碼歷史
CMCLCaledonia Mining Corp PlcSHS NEW1,910$3.69 萬<0.1%+1,881+6,486.2%加碼歷史
HLHecla Mining CoCOM6,156$3.69 萬<0.1%+4,425+255.6%加碼歷史
OISOil States International, IncCOM6,876$3.69 萬<0.1%+4,740+221.9%加碼歷史
RXRXRecursion Pharmaceuticals, Inc.CL A7,280$3.68 萬<0.1%−101,349−93.3%減碼歷史
NPOEnpro Inc.COM192$3.68 萬<0.1%+51+36.2%加碼歷史
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR9,580$3.67 萬<0.1%+9,580新進歷史
GFLGFL Environmental Inc.SUB VTG SHS727$3.67 萬<0.1%+219+43.1%加碼歷史
OKLOOklo Inc.COM CL A655$3.67 萬<0.1%+606+1,236.7%加碼歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$3.66 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF830$3.66 萬<0.1%00.0%不變–
MLRMiller Industries IncCOM NEW824$3.66 萬<0.1%+329+66.5%加碼歷史
SHCSotera Health CoCOM3,288$3.66 萬<0.1%+2,935+831.4%加碼歷史
GRNTGranite Ridge Resources, Inc.COM5,721$3.64 萬<0.1%+5,492+2,398.3%加碼歷史
DTDynatrace, Inc.Stock660$3.64 萬<0.1%−38−5.4%減碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR211$3.64 萬<0.1%−50−19.2%減碼歷史
KREFKKR Real Estate Finance Trust Inc.COM4,151$3.64 萬<0.1%+3,658+742.0%加碼歷史
SLGNSilgan Holdings IncCOM669$3.63 萬<0.1%+577+627.2%加碼歷史
FNBFNB CorpCOM2,485$3.62 萬<0.1%+2,420+3,723.1%加碼歷史
iShares Tr46434V803HDG MSCI EAFE954$3.62 萬<0.1%−3,277−77.5%減碼–
iShares Tr464288273EAFE SML CP ETF498$3.62 萬<0.1%−661−57.0%減碼–
American Centy ETF Tr025072885US EQT ETF358$3.61 萬<0.1%+208+138.7%加碼–
DHTDHT Holdings, Inc.SHS NEW3,334$3.60 萬<0.1%+1,596+91.8%加碼歷史
PLNTPlanet Fitness, Inc.CL A330$3.60 萬<0.1%+214+184.5%加碼歷史
DNOWDNOW Inc.COM2,423$3.59 萬<0.1%+1,589+190.5%加碼歷史
ALBAlbemarle CorpStock573$3.59 萬<0.1%+483+536.7%加碼歷史
AMTMAmentum Holdings, Inc.COM1,520$3.59 萬<0.1%−2,146−58.5%減碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,028$3.59 萬<0.1%00.0%不變–
GOLFAcushnet Holdings Corp.COM492$3.58 萬<0.1%+295+149.7%加碼歷史
BCPCBalchem CorpCOM225$3.58 萬<0.1%+168+294.7%加碼歷史
WDFCWD 40 CoCOM157$3.58 萬<0.1%+106+207.8%加碼歷史
SENEASeneca Foods CorpCL A353$3.58 萬<0.1%+353新進歷史
URBNUrban Outfitters IncCOM493$3.58 萬<0.1%+274+125.1%加碼歷史
ICFIICF International, Inc.Stock422$3.57 萬<0.1%+403+2,121.1%加碼歷史
IONQIonQ, Inc.COM831$3.57 萬<0.1%+279+50.5%加碼歷史
WESTWestrock Coffee CoCOM6,214$3.56 萬<0.1%+4,136+199.0%加碼歷史
CPBCAMPBELL'S CoCOM1,158$3.55 萬<0.1%−303−20.7%減碼歷史
STSensata Technologies Holding plcSHS1,178$3.55 萬<0.1%+836+244.4%加碼歷史
MIRMirion Technologies, Inc.COM CL A1,642$3.54 萬<0.1%+1,354+470.1%加碼歷史
SMSM Energy CoCOM1,428$3.53 萬<0.1%+196+15.9%加碼歷史
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR763$3.52 萬<0.1%+236+44.8%加碼–
iShares Tr464287341GLOBAL ENERG ETF896$3.52 萬<0.1%−666−42.6%減碼–
EFSCEnterprise Financial Services CorpCOM638$3.52 萬<0.1%+576+929.0%加碼歷史
HBMHudbay Minerals Inc.COM3,308$3.51 萬<0.1%−306−8.5%減碼歷史
TILEInterface IncCOM1,667$3.49 萬<0.1%+1,667新進歷史
HHHHoward Hughes Holdings Inc.COM516$3.48 萬<0.1%+339+191.5%加碼歷史
EXPEagle Materials IncCOM172$3.48 萬<0.1%+87+102.4%加碼歷史
JDJD.com, Inc.SPON ADS CL A1,065$3.48 萬<0.1%+227+27.1%加碼歷史
SMGScotts Miracle-Gro CoStock527$3.48 萬<0.1%−2,516−82.7%減碼歷史
ULSUL Solutions Inc.CLASS A COM SHS476$3.47 萬<0.1%−223−31.9%減碼歷史
TECHBIO-TECHNE CorpCOM673$3.46 萬<0.1%+562+506.3%加碼歷史
INDBIndependent Bank CorpCOM550$3.46 萬<0.1%+385+233.3%加碼歷史
ALKTAlkami Technology, Inc.Stock1,146$3.45 萬<0.1%+916+398.3%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,100$3.45 萬<0.1%00.0%不變–
NTBBank of N.T. Butterfield & Son LtdSHS NEW779$3.45 萬<0.1%+523+204.3%加碼歷史
CTRECareTrust REIT, Inc.COM1,124$3.44 萬<0.1%+644+134.2%加碼歷史
FRPTFreshpet, Inc.Stock506$3.44 萬<0.1%+472+1,388.2%加碼歷史
GSHDGoosehead Insurance, Inc.COM CL A325$3.43 萬<0.1%+269+480.4%加碼歷史
CASHPathward Financial, Inc.COM433$3.43 萬<0.1%+432+43,200.0%加碼歷史
STBAS&T Bancorp IncCOM905$3.42 萬<0.1%+888+5,223.5%加碼歷史
DKSDick's Sporting Goods, Inc.Stock173$3.42 萬<0.1%+34+24.5%加碼歷史
VIRTVirtu Financial, Inc.CL A760$3.40 萬<0.1%+387+103.8%加碼歷史
KWRQuaker Chemical CorpCOM304$3.40 萬<0.1%+225+284.8%加碼歷史
PRGSProgress Software CorpCOM532$3.40 萬<0.1%+115+27.6%加碼歷史
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS12,074$3.39 萬<0.1%+12,074新進歷史
Metals Acquisition CorpG60409110ORD SHS2,806$3.39 萬<0.1%+2,806新進–
AXAxos Financial, Inc.COM446$3.39 萬<0.1%+333+294.7%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,704$3.38 萬<0.1%+1,407+108.5%加碼歷史
CXTCrane NXT, Co.COM627$3.38 萬<0.1%+612+4,080.0%加碼歷史
HNRGHallador Energy CoStock2,130$3.37 萬<0.1%+2,111+11,110.5%加碼歷史
BLEBlackRock Municipal Income Trust IICOM3,354$3.37 萬<0.1%−700−17.3%減碼歷史
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK801$3.37 萬<0.1%+801新進–
AATAmerican Assets Trust, Inc.COM1,704$3.36 萬<0.1%+1,234+262.6%加碼歷史
ACMAecomCOM298$3.36 萬<0.1%+195+189.3%加碼歷史
WIXWix.com Ltd.SHS212$3.36 萬<0.1%+65+44.2%加碼歷史
GRNDGrindr Inc.COM1,479$3.36 萬<0.1%+1,385+1,473.4%加碼歷史
BCALCalifornia BanCorpCOM2,129$3.36 萬<0.1%+2,121+26,512.5%加碼歷史
KLICKulicke & Soffa Industries IncCOM968$3.35 萬<0.1%+933+2,665.7%加碼歷史
LZBLa-Z-Boy IncCOM901$3.35 萬<0.1%+670+290.0%加碼歷史
ACMRACM Research, Inc.Stock1,293$3.35 萬<0.1%+1,122+656.1%加碼歷史
CHYMChime Financial, Inc.COM SHS CL A970$3.35 萬<0.1%+970新進歷史
AIC3.ai, Inc.Stock1,362$3.35 萬<0.1%−950−41.1%減碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.35 萬<0.1%00.0%不變–
BDCBelden Inc.COM288$3.33 萬<0.1%+165+134.1%加碼歷史
ICUIIcu Medical IncCOM252$3.33 萬<0.1%+42+20.0%加碼歷史
SNNRFSunrise Communications AGADS CL A587$3.32 萬<0.1%+347+144.6%加碼歷史
MSAMSA Safety IncCOM198$3.32 萬<0.1%+96+94.1%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