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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
BHFBrighthouse Financial, Inc.COM473$2.54 萬<0.1%+182+62.5%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,321$2.54 萬<0.1%+378+40.1%加碼歷史
SAGESage Therapeutics, Inc.COM2,782$2.54 萬<0.1%+1,404+101.9%加碼歷史
SNCYSun Country Airlines Holdings, LLCCOM2,158$2.54 萬<0.1%+2,040+1,728.8%加碼歷史
CYTKCytokinetics IncCOM NEW766$2.53 萬<0.1%+673+723.7%加碼歷史
PNNTPennantpark Investment CorpCOM3,695$2.53 萬<0.1%+1,853+100.6%加碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,061$2.53 萬<0.1%00.0%不變歷史
RLJRLJ Lodging TrustCOM3,470$2.53 萬<0.1%+3,347+2,721.1%加碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A513$2.52 萬<0.1%+487+1,873.1%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A911$2.52 萬<0.1%+532+140.4%加碼歷史
WLYJohn Wiley & Sons, Inc.CL A564$2.52 萬<0.1%+473+519.8%加碼歷史
TENTsakos Energy Navigation LtdSHS1,311$2.52 萬<0.1%+993+312.3%加碼歷史
DEAEasterly Government Properties, Inc.COM SHS1,130$2.51 萬<0.1%+987+689.1%加碼依 2 比 5 拆股換算歷史
TRNOTerreno Realty CorpCOM447$2.51 萬<0.1%+189+73.3%加碼歷史
SHOOSteven Madden, Ltd.COM1,045$2.51 萬<0.1%+485+86.6%加碼歷史
HPHelmerich & Payne, Inc.COM1,647$2.50 萬<0.1%+1,582+2,433.8%加碼歷史
NICNicolet Bankshares IncCOM202$2.50 萬<0.1%+197+3,940.0%加碼歷史
WYNNWynn Resorts LtdCOM266$2.49 萬<0.1%+36+15.7%加碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF505$2.49 萬<0.1%+4+0.8%加碼–
LINELineage, Inc.COM572$2.49 萬<0.1%+362+172.4%加碼歷史
DIODDiodes IncCOM470$2.49 萬<0.1%+205+77.4%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM160$2.48 萬<0.1%+92+135.3%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR924$2.48 萬<0.1%−95−9.3%減碼歷史
MYGNMyriad Genetics IncCOM4,672$2.48 萬<0.1%+4,480+2,333.3%加碼歷史
ZZillow Group, Inc.CL C CAP STK354$2.48 萬<0.1%+53+17.6%加碼歷史
ROIVRoivant Sciences Ltd.SHS2,190$2.47 萬<0.1%+40+1.9%加碼歷史
UEUrban Edge PropertiesCOM1,322$2.47 萬<0.1%+1,071+426.7%加碼歷史
AESIAtlas Energy Solutions Inc.COM NEW1,844$2.47 萬<0.1%+1,844新進歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD253$2.46 萬<0.1%+2+0.8%加碼–
AAONAaon, Inc.COM PAR $0.004334$2.46 萬<0.1%+164+96.5%加碼歷史
BAPCredicorp LtdCOM110$2.46 萬<0.1%+13+13.4%加碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK1,195$2.46 萬<0.1%+663+124.6%加碼歷史
IBCPIndependent Bank CorpCOM NEW757$2.45 萬<0.1%+722+2,062.9%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM384$2.45 萬<0.1%−1,912−83.3%減碼–
CMPRCIMPRESS plcSHS EURO521$2.45 萬<0.1%+482+1,235.9%加碼歷史
ARLPAlliance Resource Partners LPStock934$2.44 萬<0.1%+24+2.6%加碼歷史
FLFoot Locker, Inc.COM995$2.44 萬<0.1%+437+78.3%加碼歷史
CWENClearway Energy, Inc.CL C761$2.44 萬<0.1%−721−48.7%減碼歷史
ZDZiff Davis, Inc.COM804$2.43 萬<0.1%+302+60.2%加碼歷史
IMAXImax CorpCOM870$2.43 萬<0.1%+339+63.8%加碼歷史
CVGWCalavo Growers IncCOM914$2.43 萬<0.1%+797+681.2%加碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM378$2.43 萬<0.1%−17−4.3%減碼–
WGOWinnebago Industries IncCOM838$2.43 萬<0.1%+400+91.3%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM900$2.42 萬<0.1%+417+86.3%加碼歷史
REALTheRealReal, Inc.COM5,044$2.42 萬<0.1%−326−6.1%減碼歷史
WLKWestlake CorpCOM318$2.41 萬<0.1%+243+324.0%加碼歷史
ADNTAdient plcStock1,239$2.41 萬<0.1%+1,136+1,102.9%加碼歷史
HGHamilton Insurance Group, Ltd.CL B1,115$2.41 萬<0.1%+984+751.1%加碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B683$2.41 萬<0.1%−17−2.4%減碼歷史
ANABAnaptysbio, IncCOM1,082$2.40 萬<0.1%+1,040+2,476.2%加碼歷史
YORWYork Water CoCOM760$2.40 萬<0.1%+715+1,588.9%加碼歷史
WMGWarner Music Group Corp.COM CL A879$2.40 萬<0.1%+181+25.9%加碼歷史
EQBKEquity Bancshares IncCOM CL A587$2.40 萬<0.1%+570+3,352.9%加碼歷史
UWMCUWM Holdings CorpCOM CL A5,781$2.39 萬<0.1%−1,415−19.7%減碼歷史
AMSFAmerisafe IncCOM547$2.39 萬<0.1%+498+1,016.3%加碼歷史
BASECouchbase, Inc.COM980$2.39 萬<0.1%+880+880.0%加碼歷史
Bank First Corporation Com05676F108Stock203$2.39 萬<0.1%+183+915.0%加碼–
EVEREverQuote, Inc.COM CL A987$2.39 萬<0.1%+860+677.2%加碼歷史
SNDRSchneider National, Inc.CL B987$2.38 萬<0.1%+404+69.3%加碼歷史
TDUPThredUp Inc.CL A3,177$2.38 萬<0.1%+2,919+1,131.4%加碼歷史
UTLUnitil CorpCOM455$2.37 萬<0.1%+390+600.0%加碼歷史
PLUSEplus IncCOM329$2.37 萬<0.1%+197+149.2%加碼歷史
iShares MSCI India ETF46429B598ETF425$2.37 萬<0.1%+383+911.9%加碼–
OPLNOPENLANE, Inc.COM967$2.36 萬<0.1%+271+38.9%加碼歷史
MATXMatson, Inc.COM212$2.36 萬<0.1%+68+47.2%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$2.36 萬<0.1%00.0%不變–
PIMCO ETF Tr72201R88225YR+ ZERO U S350$2.35 萬<0.1%−650−65.0%減碼–
WKCWorld Kinect CorpCOM827$2.34 萬<0.1%+720+672.9%加碼歷史
GNEGenie Energy Ltd.CL B870$2.34 萬<0.1%+800+1,142.9%加碼歷史
IRTIndependence Realty Trust, Inc.COM1,316$2.33 萬<0.1%+313+31.2%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS2,411$2.33 萬<0.1%−538−18.2%減碼歷史
LTCLTC Properties IncREIT671$2.32 萬<0.1%+454+209.2%加碼歷史
CLDTChatham Lodging TrustCOM3,331$2.32 萬<0.1%+3,325+55,416.7%加碼歷史
LIONLionsgate Studios Corp.COM3,990$2.32 萬<0.1%+3,990新進歷史
CALYCallaway Golf CoCOM2,874$2.31 萬<0.1%+2,873+287,300.0%加碼歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE195$2.31 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT339$2.31 萬<0.1%00.0%不變–
OWLBlue Owl Capital Inc.COM CL A1,202$2.31 萬<0.1%+525+77.5%加碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.31 萬<0.1%00.0%不變–
MMacy's, Inc.COM1,977$2.31 萬<0.1%−1,258−38.9%減碼歷史
HRTGHeritage Insurance Holdings, Inc.COM924$2.30 萬<0.1%+637+222.0%加碼歷史
CATYCathay General BancorpCOM506$2.30 萬<0.1%+459+976.6%加碼歷史
GBXGreenbrier Companies IncStock500$2.30 萬<0.1%+161+47.5%加碼歷史
HNIHni CorpStock467$2.30 萬<0.1%+420+893.6%加碼歷史
PMTPennyMac Mortgage Investment TrustCOM1,785$2.30 萬<0.1%+1,157+184.2%加碼歷史
EPCEdgewell Personal Care CoCOM977$2.29 萬<0.1%+856+707.4%加碼歷史
TCBKTrico BancsharesCOM564$2.28 萬<0.1%+525+1,346.2%加碼歷史
EPAMEPAM Systems, Inc.COM129$2.28 萬<0.1%+28+27.7%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM1,049$2.28 萬<0.1%+788+301.9%加碼歷史
AXIAYAXIA Energia S.A.SPONSORED ADR3,060$2.27 萬<0.1%+2,945+2,560.9%加碼歷史
TFSLTFS Financial CORPCOM1,755$2.27 萬<0.1%+1,129+180.4%加碼歷史
HSICHenry Schein IncCOM311$2.27 萬<0.1%−15−4.6%減碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR1,314$2.27 萬<0.1%+254+24.0%加碼歷史
SUZSuzano S.A.SPON ADS2,402$2.26 萬<0.1%+2,102+700.7%加碼歷史
XYZBlock, Inc.CL A332$2.26 萬<0.1%−132−28.4%減碼歷史
TRINTrinity Capital Inc.COM1,598$2.25 萬<0.1%+587+58.1%加碼歷史
PCHPotlatchdeltic CorpCOM584$2.24 萬<0.1%+237+68.3%加碼歷史
QCRHQCR Holdings IncCOM330$2.24 萬<0.1%+294+816.7%加碼歷史
HPKHighPeak Energy, Inc.COM2,281$2.24 萬<0.1%+2,093+1,113.3%加碼歷史
WRLDWorld Acceptance CorpCOM135$2.23 萬<0.1%+130+2,600.0%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