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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
AKO.BAndina Bottling Co IncSPON ADR B713$1.74 萬<0.1%+713新進歷史
American Centy ETF Tr025072323AVAN US SMAL ETF336$1.73 萬<0.1%00.0%不變–
SYNASYNAPTICS IncStock267$1.73 萬<0.1%+127+90.7%加碼歷史
PHRPhreesia, Inc.COM608$1.73 萬<0.1%+526+641.5%加碼歷史
NBHCNational Bank Holdings CorpCL A460$1.73 萬<0.1%+376+447.6%加碼歷史
TFINTriumph Financial, Inc.COM313$1.72 萬<0.1%+254+430.5%加碼歷史
RTORentokil Initial PLCSPONSORED ADR717$1.72 萬<0.1%+70+10.8%加碼歷史
KFRCKforce IncCOM418$1.72 萬<0.1%+367+719.6%加碼歷史
Global X FDS37954Y293GLB X MLP ENRG I274$1.72 萬<0.1%00.0%不變–
BWXTBWX Technologies, Inc.COM119$1.72 萬<0.1%+95+395.8%加碼歷史
NUSNu Skin Enterprises, Inc.CL A2,148$1.72 萬<0.1%+806+60.1%加碼歷史
COE51Talk Online Education GroupSPONSORED ADR520$1.72 萬<0.1%+520新進歷史
GAINGladstone Investment CorporationdeCEF1,200$1.71 萬<0.1%00.0%不變歷史
BBWBuild-A-Bear Workshop IncCOM332$1.71 萬<0.1%+332新進歷史
MCSMarcus CorpCOM1,012$1.71 萬<0.1%+385+61.4%加碼歷史
TPBTurning Point Brands, Inc.COM225$1.70 萬<0.1%+162+257.1%加碼歷史
EVHEvolent Health, Inc.CL A1,514$1.70 萬<0.1%+313+26.1%加碼歷史
CMBTCmb.tech NVSHS1,889$1.70 萬<0.1%−1,265−40.1%減碼歷史
MEDMedifast IncCOM1,212$1.70 萬<0.1%+978+417.9%加碼歷史
NOVTNovanta IncCOM132$1.70 萬<0.1%+37+38.9%加碼歷史
ATKRAtkore Inc.COM241$1.70 萬<0.1%+126+109.6%加碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR313$1.69 萬<0.1%+203+184.5%加碼歷史
NFBKNorthfield Bancorp, Inc.COM1,470$1.69 萬<0.1%+1,174+396.6%加碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS352$1.68 萬<0.1%−301−46.1%減碼歷史
WAVEEco Wave Power Global AB (publ)SPONSORED ADS2,735$1.68 萬<0.1%+2,234+445.9%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF493$1.68 萬<0.1%+3+0.6%加碼–
WHDCactus, Inc.CL A383$1.67 萬<0.1%+341+811.9%加碼歷史
TRSTrimas CorpCOM NEW584$1.67 萬<0.1%+564+2,820.0%加碼歷史
RGPResources Connection, Inc.COM3,111$1.67 萬<0.1%+2,975+2,187.5%加碼歷史
OCFCOceanfirst Financial CorpCOM947$1.67 萬<0.1%+824+669.9%加碼歷史
WSWorthington Steel, Inc.COM SHS559$1.67 萬<0.1%+382+215.8%加碼歷史
PUMPProPetro Holding Corp.COM2,792$1.67 萬<0.1%+2,252+417.0%加碼歷史
CAKECheesecake Factory IncCOM266$1.67 萬<0.1%−224−45.7%減碼歷史
AMPYAmplify Energy Corp.COM5,208$1.67 萬<0.1%+5,208新進歷史
QNSTQuinstreet, IncCOM1,035$1.67 萬<0.1%+847+450.5%加碼歷史
OTTROtter Tail CorpCOM216$1.67 萬<0.1%+94+77.0%加碼歷史
Tidal Trust I886364645SONICSHARES GBL584$1.66 萬<0.1%00.0%不變–
SRDXSurmodics IncCOM558$1.66 萬<0.1%+558新進歷史
NECBNorthEast Community Bancorp, Inc.COM711$1.65 萬<0.1%+645+977.3%加碼歷史
NVRIEnviri CorpCOM1,904$1.65 萬<0.1%+1,879+7,516.0%加碼歷史
PCVXVaxcyte, Inc.COM508$1.65 萬<0.1%+439+636.2%加碼歷史
STVNStevanato Group S.p.A.ORD SHS676$1.65 萬<0.1%+356+111.3%加碼歷史
TENBTenable Holdings, Inc.COM487$1.65 萬<0.1%+341+233.6%加碼歷史
FERFerrovial N.V.ORD SHS307$1.64 萬<0.1%+1+0.3%加碼歷史
SXIStandex International CorpCOM105$1.64 萬<0.1%+71+208.8%加碼歷史
CALCaleres IncCOM1,342$1.64 萬<0.1%+1,068+389.8%加碼歷史
ALEXAlexander & Baldwin, Inc.COM919$1.64 萬<0.1%+832+956.3%加碼歷史
CZFSCitizens Financial Services IncCOM279$1.64 萬<0.1%+276+9,200.0%加碼歷史
PRGPROG Holdings, Inc.Stock558$1.64 萬<0.1%+411+279.6%加碼歷史
LBTYKLiberty Global Ltd.COM CL C1,585$1.63 萬<0.1%+1,580+31,600.0%加碼歷史
LOCOEl Pollo Loco Holdings, Inc.COM1,480$1.63 萬<0.1%+1,480新進歷史
OLNOLIN CorpStock811$1.63 萬<0.1%−170−17.3%減碼歷史
JRVRJames River Group Holdings, Inc.COM2,779$1.63 萬<0.1%+2,588+1,355.0%加碼歷史
ACCOAcco Brands CorpCOM4,546$1.63 萬<0.1%+4,465+5,512.3%加碼歷史
BRSLBrightstar Lottery PLCSHS USD1,027$1.62 萬<0.1%+729+244.6%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF539$1.62 萬<0.1%+501+1,318.4%加碼–
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD492$1.62 萬<0.1%−78−13.7%減碼–
COHUCohu IncCOM842$1.62 萬<0.1%+697+480.7%加碼歷史
CMPXCompass Therapeutics, Inc.COM6,229$1.62 萬<0.1%+6,208+29,561.9%加碼歷史
AVNTAvient CorpCOM501$1.62 萬<0.1%+445+794.6%加碼歷史
EFCEllington Financial Inc.COM1,231$1.60 萬<0.1%+615+99.8%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF769$1.60 萬<0.1%00.0%不變–
ABMAbm Industries IncCOM338$1.60 萬<0.1%+111+48.9%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A66$1.59 萬<0.1%+55+500.0%加碼歷史
LSCCLattice Semiconductor CorpCOM325$1.59 萬<0.1%−90−21.7%減碼歷史
DACDanaos CorpSHS184$1.59 萬<0.1%−40−17.9%減碼歷史
LADRLadder Capital CorpCL A1,474$1.58 萬<0.1%+616+71.8%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,002$1.58 萬<0.1%+755+305.7%加碼歷史
UUnity Software Inc.COM654$1.58 萬<0.1%−1,366−67.6%減碼歷史
SITMSITIME CorpCOM74$1.58 萬<0.1%−6−7.5%減碼歷史
GSBCGreat Southern Bancorp, Inc.COM267$1.57 萬<0.1%+267新進歷史
RPCRidgepost Capital, Inc.CL A COM1,535$1.57 萬<0.1%+1,097+250.5%加碼歷史
TWITitan International IncCOM1,520$1.56 萬<0.1%+1,352+804.8%加碼歷史
NATNordic American Tankers LtdCOM5,932$1.56 萬<0.1%+3,441+138.1%加碼歷史
AGLagilon health, inc.COM6,781$1.56 萬<0.1%+6,308+1,333.6%加碼歷史
ETF Ser Solutions26922A503VIDENTCORE EQ FD247$1.56 萬<0.1%−5−2.0%減碼–
ELPCEnergy Co of ParanaSPONSORED ADS1,826$1.56 萬<0.1%+1,826新進歷史
KIOKKR Income Opportunities FundCOM1,235$1.55 萬<0.1%+1,235新進歷史
CRTOCriteo S.A.SPONS ADS646$1.55 萬<0.1%+69+12.0%加碼歷史
ARVNArvinas, Inc.COM2,103$1.55 萬<0.1%+2,084+10,968.4%加碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME416$1.55 萬<0.1%00.0%不變–
XPROExpro Group Holdings N.V.COM1,800$1.55 萬<0.1%+1,067+145.6%加碼歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW474$1.54 萬<0.1%−305−39.2%減碼–
CASSCass Information Systems IncCOM355$1.54 萬<0.1%+334+1,590.5%加碼歷史
WTWisdomTree, Inc.COM1,338$1.54 萬<0.1%+1,094+448.4%加碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.54 萬<0.1%00.0%不變歷史
VICRVicor CorpCOM339$1.54 萬<0.1%+251+285.2%加碼歷史
VTOLBristow Group Inc.COM466$1.54 萬<0.1%+413+779.2%加碼歷史
RBCAARepublic Bancorp IncCL A209$1.53 萬<0.1%+201+2,512.5%加碼歷史
QSRRestaurant Brands International Inc.COM230$1.52 萬<0.1%−149−39.3%減碼歷史
UTZUtz Brands, Inc.COM CL A1,214$1.52 萬<0.1%+422+53.3%加碼歷史
GTNGray Media, IncCOM3,361$1.52 萬<0.1%+2,511+295.4%加碼歷史
HHyatt Hotels CorpCOM CL A109$1.52 萬<0.1%−229−67.8%減碼歷史
MXLMaxlinear, IncCOM1,071$1.52 萬<0.1%+915+586.5%加碼歷史
CLBKColumbia Financial, Inc.COM1,048$1.52 萬<0.1%−30−2.8%減碼歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT2,789$1.52 萬<0.1%+2,732+4,793.0%加碼歷史
CRMTAmericas Carmart IncCOM271$1.52 萬<0.1%+194+251.9%加碼歷史
VPGVishay Precision Group, Inc.COM540$1.52 萬<0.1%+540新進歷史
BLMNBloomin' Brands, Inc.COM1,760$1.51 萬<0.1%+648+58.3%加碼歷史
PWPPerella Weinberg PartnersCLASS A COM780$1.51 萬<0.1%+780新進歷史

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