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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
KALUKaiser Aluminum CorpCOM PAR $0.01414$3.31 萬<0.1%+342+475.0%加碼歷史
APLEApple Hospitality REIT, Inc.REIT2,832$3.30 萬<0.1%+2,640+1,375.0%加碼歷史
HCIHCI Group, Inc.COM217$3.30 萬<0.1%+184+557.6%加碼歷史
BRKLBrookline Bancorp IncCOM3,130$3.30 萬<0.1%+3,014+2,598.3%加碼歷史
XPXP Inc.CL A1,634$3.30 萬<0.1%+646+65.4%加碼歷史
NLOPNet Lease Office PropertiesCOM1,012$3.29 萬<0.1%−566−35.9%減碼歷史
CPFCentral Pacific Financial CorpCOM NEW1,175$3.29 萬<0.1%+1,174+117,400.0%加碼歷史
ASBAssociated Banc-CorpCOM1,350$3.29 萬<0.1%+1,047+345.5%加碼歷史
CWSTCasella Waste Systems IncCL A285$3.29 萬<0.1%+200+235.3%加碼歷史
HCSGHealthcare Services Group IncCOM2,186$3.29 萬<0.1%+1,356+163.4%加碼歷史
GTYGetty Realty CorpCOM1,188$3.28 萬<0.1%+1,159+3,996.6%加碼歷史
CENXCentury Aluminum CoCOM1,822$3.28 萬<0.1%+1,306+253.1%加碼歷史
MTXMinerals Technologies IncCOM596$3.28 萬<0.1%+514+626.8%加碼歷史
AXSMAxsome Therapeutics, Inc.COM314$3.28 萬<0.1%+55+21.2%加碼歷史
SWXSouthwest Gas Holdings, Inc.COM440$3.27 萬<0.1%+304+223.5%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A785$3.27 萬<0.1%+180+29.8%加碼歷史
Fidelity Covington Trust316092527SML MID MLTFCT787$3.26 萬<0.1%+787新進–
HTHHilltop Holdings Inc.COM1,075$3.26 萬<0.1%+918+584.7%加碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C697$3.26 萬<0.1%+631+956.1%加碼歷史
NOMDNomad Foods LtdUSD ORD SHS1,910$3.25 萬<0.1%−52−2.7%減碼歷史
ELFe.l.f. Beauty, Inc.COM260$3.24 萬<0.1%+128+97.0%加碼歷史
PPLIPeople IncCOM NEW862$3.22 萬<0.1%−5−0.6%減碼歷史
PDMPiedmont Realty Trust, Inc.COM CL A4,405$3.21 萬<0.1%+3,005+214.6%加碼歷史
DOCSDoximity, Inc.CL A523$3.21 萬<0.1%+139+36.2%加碼歷史
NWNNorthwest Natural Holding CoCOM807$3.21 萬<0.1%+352+77.4%加碼歷史
CMDBCostamare Bulkers Holdings LtdCOM SHS3,680$3.19 萬<0.1%+3,680新進歷史
ACHCAcadia Healthcare Company, Inc.COM1,404$3.19 萬<0.1%+497+54.8%加碼歷史
PHARPharming Group N.V.SPON ADS2,979$3.18 萬<0.1%+2,979新進歷史
MHOM/I Homes, Inc.COM284$3.18 萬<0.1%+135+90.6%加碼歷史
FBNCFirst BancorpCOM720$3.17 萬<0.1%+689+2,222.6%加碼歷史
THFFFirst Financial CorpStock585$3.17 萬<0.1%+468+400.0%加碼歷史
CWTCalifornia Water Service GroupCOM697$3.17 萬<0.1%+365+109.9%加碼歷史
LIVNLivaNova PLCSHS703$3.16 萬<0.1%+639+998.4%加碼歷史
MASIMasimo CorpCOM188$3.16 萬<0.1%−33−14.9%減碼歷史
SFNCSimmons First National CorpCL A $1 PAR1,663$3.15 萬<0.1%+1,104+197.5%加碼歷史
FSMFortuna Mining Corp.Stock4,813$3.15 萬<0.1%+2,691+126.8%加碼歷史
ACLSAxcelis Technologies IncStock451$3.14 萬<0.1%+267+145.1%加碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG1,001$3.13 萬<0.1%+817+444.0%加碼歷史
VSTSVestis CorpCOM SHS5,456$3.13 萬<0.1%+4,502+471.9%加碼歷史
HCCWarrior Met Coal, Inc.COM682$3.13 萬<0.1%+467+217.2%加碼歷史
SHBIShore Bancshares IncCOM1,988$3.13 萬<0.1%+1,988新進歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$3.12 萬<0.1%00.0%不變–
GGBGerdau S.A.SPON ADR REP PFD10,687$3.12 萬<0.1%+5,216+95.3%加碼歷史
MGRCMcGrath RentcorpCOM269$3.12 萬<0.1%+238+767.7%加碼歷史
DMCDel Monte CorpORD962$3.12 萬<0.1%+766+390.8%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ486$3.12 萬<0.1%+6+1.3%加碼–
MGYMagnolia Oil & Gas CorpCL A1,386$3.12 萬<0.1%+864+165.5%加碼歷史
GMEGameStop Corp.Stock1,277$3.11 萬<0.1%+886+226.6%加碼歷史
JOEST JOE CoCOM652$3.11 萬<0.1%+397+155.7%加碼歷史
UNFIUnited Natural Foods IncCOM1,332$3.10 萬<0.1%+609+84.2%加碼歷史
HSIIHeidrick & Struggles International IncCOM678$3.10 萬<0.1%+637+1,553.7%加碼歷史
CRLCharles River Laboratories International, Inc.COM204$3.10 萬<0.1%−1,314−86.6%減碼歷史
IDCCInterDigital, Inc.COM138$3.09 萬<0.1%−11−7.4%減碼歷史
KRGKite Realty Group TrustCOM NEW1,365$3.09 萬<0.1%+740+118.4%加碼歷史
RESRPC IncCOM6,533$3.09 萬<0.1%+4,495+220.6%加碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$3.08 萬<0.1%00.0%不變–
GBCIGlacier Bancorp, Inc.COM714$3.08 萬<0.1%+490+218.8%加碼歷史
LILi Auto Inc.SPONSORED ADS1,134$3.07 萬<0.1%+224+24.6%加碼歷史
IPARInterparfums IncCOM234$3.07 萬<0.1%+77+49.0%加碼歷史
NABLN-able, Inc.COMMON STOCK3,789$3.07 萬<0.1%+3,606+1,970.5%加碼歷史
HAEHaemonetics CorpCOM411$3.07 萬<0.1%+396+2,640.0%加碼歷史
AAMIAcadian Asset Management Inc.COM868$3.06 萬<0.1%+521+150.1%加碼歷史
SMPLSimply Good Foods CoCOM967$3.05 萬<0.1%+538+125.4%加碼歷史
NTSTNETSTREIT Corp.COM1,786$3.02 萬<0.1%+1,640+1,123.3%加碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$3.02 萬<0.1%00.0%不變歷史
LABStandard Biotools Inc.COM25,156$3.02 萬<0.1%−192−0.8%減碼歷史
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA1,231$3.01 萬<0.1%+674+121.0%加碼–
VTRSViatris IncStock3,364$3.00 萬<0.1%−565−14.4%減碼歷史
FULTFulton Financial CorpCOM1,662$3.00 萬<0.1%+1,311+373.5%加碼歷史
GTGoodyear Tire & Rubber CoCOM2,888$2.99 萬<0.1%+434+17.7%加碼歷史
ATROAstronics CorpCOM894$2.99 萬<0.1%+533+147.6%加碼歷史
OSCROscar Health, Inc.CL A1,396$2.99 萬<0.1%−57−3.9%減碼歷史
OIIOceaneering International IncStock1,442$2.99 萬<0.1%+1,111+335.6%加碼歷史
CDECoeur Mining, Inc.COM NEW3,368$2.98 萬<0.1%+1,435+74.2%加碼歷史
BROSDutch Bros Inc.CL A436$2.98 萬<0.1%+113+35.0%加碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.96 萬<0.1%00.0%不變–
ONONOn Holding AGStock569$2.96 萬<0.1%+24+4.4%加碼歷史
LEGNLegend Biotech CorpSPONSORED ADS834$2.96 萬<0.1%+121+17.0%加碼歷史
XMTRXometry, Inc.CLASS A COM875$2.96 萬<0.1%−25−2.8%減碼歷史
FRMEFirst Merchants CorpCOM771$2.95 萬<0.1%+604+361.7%加碼歷史
ABEVAmbev S.A.SPONSORED ADR12,248$2.95 萬<0.1%+11,721+2,224.1%加碼歷史
AVTRAvantor, Inc.COM2,187$2.94 萬<0.1%+1,189+119.1%加碼歷史
ALITAlight, Inc. / DelawareCOM CL A5,201$2.94 萬<0.1%+3,138+152.1%加碼歷史
MEIMethode Electronics IncCOM3,089$2.94 萬<0.1%+2,815+1,027.4%加碼歷史
AGCOAGCO CorpCOM284$2.93 萬<0.1%+257+951.9%加碼歷史
MTRXMatrix Service CoCOM2,168$2.93 萬<0.1%+38+1.8%加碼歷史
PRKPark National CorpCOM175$2.93 萬<0.1%+151+629.2%加碼歷史
IPIIntrepid Potash, Inc.COM819$2.93 萬<0.1%+544+197.8%加碼歷史
DAVAEndava plcADS1,909$2.92 萬<0.1%+1,680+733.6%加碼歷史
Fidelity Covington Trust31609A107ENHANCED LARGE919$2.92 萬<0.1%−2,053−69.1%減碼–
KBRKBR, Inc.COM607$2.91 萬<0.1%+493+432.5%加碼歷史
SMLRSemler Scientific, Inc.COM750$2.91 萬<0.1%+250+50.0%加碼歷史
CNRCore Natural Resources, Inc.COM SHS416$2.90 萬<0.1%+191+84.9%加碼歷史
SKTTanger Inc.COM948$2.90 萬<0.1%+531+127.3%加碼歷史
DORMDorman Products, Inc.COM236$2.90 萬<0.1%+202+594.1%加碼歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,238$2.89 萬<0.1%+11+0.9%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF1,029$2.89 萬<0.1%00.0%不變–
Clearway Energy, Inc.18539C105CL A952$2.88 萬<0.1%+145+18.0%加碼–
UNFUnifirst CorpCOM153$2.88 萬<0.1%+121+378.1%加碼歷史
LXPLXP Industrial TrustCOM3,481$2.88 萬<0.1%+1,755+101.7%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