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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
EXKEndeavour Silver CorpCOM3,969$1.95 萬<0.1%−465−10.5%減碼歷史
CNOBConnectOne Bancorp, Inc.COM839$1.94 萬<0.1%+740+747.5%加碼歷史
MTUSMetallus Inc.COM1,259$1.94 萬<0.1%+1,182+1,535.1%加碼歷史
Kuke Music Hldg Ltd501229108SPONSORED ADS6,317$1.94 萬<0.1%+6,317新進–
CSANYCosan S.A.ADS3,840$1.94 萬<0.1%+238+6.6%加碼歷史
New Gold Inc Cda644535106COM3,913$1.94 萬<0.1%+3,913新進–
EGBNEagle Bancorp IncCOM989$1.93 萬<0.1%+863+684.9%加碼歷史
HTZHertz Global Holdings, IncCOM NEW2,820$1.93 萬<0.1%−6,843−70.8%減碼歷史
CUBECubeSmartREIT453$1.93 萬<0.1%+380+520.5%加碼歷史
DLXDeluxe CorpCOM1,209$1.92 萬<0.1%+768+174.1%加碼歷史
LXFRLuxfer Holdings PLCSHS1,579$1.92 萬<0.1%+38+2.5%加碼歷史
CARTMaplebear Inc.COM425$1.92 萬<0.1%+245+136.1%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A92$1.92 萬<0.1%+24+35.3%加碼歷史
VREVeris Residential, Inc.COM1,290$1.92 萬<0.1%+547+73.6%加碼歷史
CWHCamping World Holdings, Inc.CL A1,117$1.92 萬<0.1%+678+154.4%加碼歷史
GXOGXO Logistics, Inc.Stock394$1.92 萬<0.1%+339+616.4%加碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.92 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I284$1.92 萬<0.1%+4+1.4%加碼–
CFLTConfluent, Inc.CLASS A COM769$1.92 萬<0.1%+378+96.7%加碼歷史
MGAMagna International IncCOM496$1.92 萬<0.1%−165−25.0%減碼歷史
AHRTAH Realty Trust, Inc.COM2,784$1.91 萬<0.1%+2,545+1,064.9%加碼歷史
ONTOnterris, Inc.COM873$1.91 萬<0.1%+854+4,494.7%加碼歷史
CPACCementos Pacasmayo SaaSPONSORED ADR3,209$1.91 萬<0.1%+3,209新進歷史
iShares Inc464286608MSCI EURZONE ETF321$1.91 萬<0.1%00.0%不變–
ASAmer Sports, Inc.COM SHS492$1.91 萬<0.1%+179+57.2%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A251$1.91 萬<0.1%+112+80.6%加碼歷史
LEGLeggett & Platt IncStock2,137$1.91 萬<0.1%+1,351+171.9%加碼歷史
VETVermilion Energy Inc.COM2,618$1.91 萬<0.1%+510+24.2%加碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.90 萬<0.1%00.0%不變–
CIVICivitas Resources, Inc.EQUITY US CM690$1.90 萬<0.1%−820−54.3%減碼歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.90 萬<0.1%00.0%不變–
VEONVEON Ltd.SPONSORED ADS410$1.89 萬<0.1%+410新進歷史
TACTransalta CorpCOM1,747$1.89 萬<0.1%−119−6.4%減碼歷史
HOUSAnywhere Real Estate Inc.COM5,203$1.88 萬<0.1%+259+5.2%加碼歷史
FPIFarmland Partners Inc.COM1,633$1.88 萬<0.1%+1,496+1,092.0%加碼歷史
SCSCScansource, Inc.COM449$1.88 萬<0.1%+282+168.9%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH508$1.88 萬<0.1%−171−25.2%減碼–
ARDXArdelyx, Inc.COM4,774$1.87 萬<0.1%+3,881+434.6%加碼歷史
SHOSunstone Hotel Investors, Inc.COM2,155$1.87 萬<0.1%+2,155新進歷史
TNKTeekay Tankers Ltd.CL A448$1.87 萬<0.1%+290+183.5%加碼歷史
STRLSterling Infrastructure, Inc.COM81$1.87 萬<0.1%+16+24.6%加碼歷史
VRTSVirtus Investment Partners, Inc.COM103$1.87 萬<0.1%+86+505.9%加碼歷史
GEFGreif, IncCL A287$1.87 萬<0.1%+113+64.9%加碼歷史
JMIAJumia Technologies AGSPONSORED ADS4,640$1.87 萬<0.1%+3,715+401.6%加碼歷史
SAHSonic Automotive IncCL A233$1.86 萬<0.1%+227+3,783.3%加碼歷史
BILIBilibili Inc.SPONS ADS REP Z867$1.86 萬<0.1%−185−17.6%減碼歷史
IBPInstalled Building Products, Inc.COM103$1.86 萬<0.1%+67+186.1%加碼歷史
CTOCTO Realty Growth, Inc.COM1,076$1.86 萬<0.1%+1,002+1,354.1%加碼歷史
BEBloom Energy CorpCOM CL A776$1.86 萬<0.1%+3+0.4%加碼歷史
ARCBArcbest CorpCOM241$1.86 萬<0.1%+126+109.6%加碼歷史
SPBSpectrum Brands Holdings, Inc.COM350$1.85 萬<0.1%−1,309−78.9%減碼歷史
UPBDUpbound Group, Inc.COM739$1.85 萬<0.1%+492+199.2%加碼歷史
JOYYJOYY Inc.ADS REPSTG COM A364$1.85 萬<0.1%+177+94.7%加碼歷史
POWLPowell Industries IncStock88$1.85 萬<0.1%+75+576.9%加碼歷史
IESCIES Holdings, Inc.COM62$1.84 萬<0.1%+17+37.8%加碼歷史
NSSCNapco Security Technologies, IncStock618$1.83 萬<0.1%+446+259.3%加碼歷史
MLKNMillerknoll, Inc.COM944$1.83 萬<0.1%+824+686.7%加碼歷史
ATECAlphatec Holdings, Inc.COM NEW1,649$1.83 萬<0.1%+962+140.0%加碼歷史
CMRECostamare Inc.SHS2,008$1.83 萬<0.1%−146−6.8%減碼歷史
AROWArrow Financial CorpCOM692$1.83 萬<0.1%+361+109.1%加碼歷史
RNSTRenasant CorpCOM508$1.83 萬<0.1%+356+234.2%加碼歷史
PSTLPostal Realty Trust, Inc.CL A1,239$1.82 萬<0.1%+1,212+4,488.9%加碼歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX338$1.82 萬<0.1%−211−38.4%減碼–
MANUManchester United plcORD CL A1,021$1.82 萬<0.1%+280+37.8%加碼歷史
MBCNMiddlefield Banc CorpCOM NEW603$1.82 萬<0.1%+599+14,975.0%加碼歷史
CENTCentral Garden & Pet CoCOM515$1.81 萬<0.1%+470+1,044.4%加碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$1.81 萬<0.1%00.0%不變歷史
UFPTUfp Technologies IncCOM74$1.81 萬<0.1%+66+825.0%加碼歷史
BLBDBlue Bird CorpCOM418$1.80 萬<0.1%+361+633.3%加碼歷史
STNEStoneCo Ltd.COM1,123$1.80 萬<0.1%+836+291.3%加碼歷史
WLDNWilldan Group, Inc.COM288$1.80 萬<0.1%+271+1,594.1%加碼歷史
BHRBBurke & Herbert Financial Services Corp.COM301$1.80 萬<0.1%+296+5,920.0%加碼歷史
TKTeekay Corp LtdSHS2,177$1.80 萬<0.1%+1,288+144.9%加碼歷史
YELPYelp IncCL A523$1.79 萬<0.1%+307+142.1%加碼歷史
ODPODP CorpCOM988$1.79 萬<0.1%+652+194.0%加碼歷史
Capital Group International14021T102SHS615$1.79 萬<0.1%+8+1.3%加碼–
MRTNMarten Transport LtdCOM1,377$1.79 萬<0.1%+1,118+431.7%加碼歷史
CHWCalamos Global Dynamic Income FundCOM2,500$1.78 萬<0.1%00.0%不變歷史
BHRBraemar Hotels & Resorts Inc.COM7,274$1.78 萬<0.1%+6,711+1,192.0%加碼歷史
WSRWhitestone REITCOM1,426$1.78 萬<0.1%+1,124+372.2%加碼歷史
EIGEmployers Holdings, Inc.COM377$1.78 萬<0.1%+357+1,785.0%加碼歷史
RNWReNew Energy Global plcCL A SHS2,564$1.77 萬<0.1%+2,471+2,657.0%加碼歷史
TMPTompkins Financial CorpCOM282$1.77 萬<0.1%+256+984.6%加碼歷史
REIRing Energy, Inc.COM22,267$1.77 萬<0.1%+20,781+1,398.5%加碼歷史
CACCamden National CorpCOM435$1.77 萬<0.1%+389+845.7%加碼歷史
SNAPSnap IncStock2,031$1.77 萬<0.1%−373−15.5%減碼歷史
MTCHMatch Group, Inc.COM571$1.76 萬<0.1%+183+47.2%加碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM123$1.76 萬<0.1%−38−23.6%減碼歷史
CARECarter Bankshares, Inc.COM NEW1,015$1.76 萬<0.1%+995+4,975.0%加碼歷史
TCBXThird Coast Bancshares, Inc.COM538$1.76 萬<0.1%+538新進歷史
CTBICommunity Trust Bancorp IncCOM332$1.76 萬<0.1%+309+1,343.5%加碼歷史
ANDEAndersons, Inc.COM478$1.76 萬<0.1%+205+75.1%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY265$1.76 萬<0.1%+148+126.5%加碼–
LENZLENZ Therapeutics, Inc.COM599$1.76 萬<0.1%+597+29,850.0%加碼歷史
CVICVR Energy IncCOM651$1.75 萬<0.1%−62−8.7%減碼歷史
Fidelity Covington Trust316092824LOW VOLITY ETF278$1.75 萬<0.1%00.0%不變–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF528$1.74 萬<0.1%00.0%不變–
ALDXAldeyra Therapeutics, Inc.COM4,549$1.74 萬<0.1%+4,152+1,045.8%加碼歷史
UAUnder Armour, Inc.CL C2,682$1.74 萬<0.1%+1,652+160.4%加碼歷史
iShares Tr464288257MSCI ACWI ETF135$1.74 萬<0.1%+130+2,600.0%加碼–

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