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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
ProShares Bitcoin ETF74347G440ETF704$1.51 萬<0.1%−121−14.7%減碼–
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.51 萬<0.1%00.0%不變歷史
XHRXenia Hotels & Resorts, Inc.COM1,203$1.51 萬<0.1%+1,059+735.4%加碼歷史
HTBHomeTrust Bancshares, Inc.COM404$1.51 萬<0.1%+379+1,516.0%加碼歷史
ECEcopetrol S.A.SPONSORED ADS1,707$1.51 萬<0.1%+1,555+1,023.0%加碼歷史
WINAWinmark CorpCOM40$1.51 萬<0.1%+36+900.0%加碼歷史
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$1.51 萬<0.1%+5,000新進歷史
VVXV2X, Inc.COM311$1.51 萬<0.1%+289+1,313.6%加碼歷史
PAASPan American Silver CorpStock531$1.51 萬<0.1%−42−7.3%減碼歷史
OUSTOuster, Inc.COM NEW621$1.51 萬<0.1%+240+63.0%加碼歷史
TWSTTwist Bioscience CorpCOM409$1.50 萬<0.1%+45+12.4%加碼歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM1,057$1.50 萬<0.1%+1,057新進歷史
iShares Tr46435G326CORE MSCI INTL198$1.50 萬<0.1%+105+112.9%加碼–
PFLTPennantPark Floating Rate Capital Ltd.COM1,452$1.50 萬<0.1%+1,345+1,257.0%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF193$1.50 萬<0.1%+142+278.4%加碼–
Dimensional ETF Trust25434V823US REAL ESTA ETF637$1.49 萬<0.1%−2,445−79.3%減碼–
TGTredegar CorpCOM1,697$1.49 萬<0.1%+1,272+299.3%加碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,293$1.49 萬<0.1%+1,293新進歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$1.49 萬<0.1%00.0%不變–
NMRKNewmark Group, Inc.CL A1,227$1.49 萬<0.1%+820+201.5%加碼歷史
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$1.49 萬<0.1%−220−52.4%減碼–
IIIVi3 Verticals, Inc.COM CL A541$1.49 萬<0.1%−4,550−89.4%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF52$1.49 萬<0.1%−4,066−98.7%減碼–
MAXMediaAlpha, Inc.CL A1,352$1.48 萬<0.1%+1,113+465.7%加碼歷史
IMKTAIngles Markets IncCL A233$1.48 萬<0.1%+212+1,009.5%加碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM3,274$1.48 萬<0.1%+3,074+1,537.0%加碼歷史
NAGENiagen Bioscience, Inc.COM NEW1,019$1.47 萬<0.1%+815+399.5%加碼歷史
GDOTGreen Dot CorpCL A1,362$1.47 萬<0.1%+1,262+1,262.0%加碼歷史
GSLGlobal Ship Lease, Inc.COM CL A558$1.47 萬<0.1%−97−14.8%減碼歷史
AMWDAmerican Woodmark CorpCOM275$1.47 萬<0.1%+158+135.0%加碼歷史
BYByline Bancorp, Inc.COM549$1.47 萬<0.1%+534+3,560.0%加碼歷史
LBRDALiberty Broadband CorpCOM SER A150$1.47 萬<0.1%+135+900.0%加碼歷史
VSECVse CorpCOM112$1.47 萬<0.1%+105+1,500.0%加碼歷史
HBIHanesbrands Inc.COM3,202$1.47 萬<0.1%+1,329+71.0%加碼歷史
ENLTEnlight Renewable Energy Ltd.SHS645$1.47 萬<0.1%+645新進歷史
KOPKoppers Holdings Inc.COM456$1.47 萬<0.1%+110+31.8%加碼歷史
CZRCaesars Entertainment, Inc.COM516$1.46 萬<0.1%+49+10.5%加碼歷史
PSNYPolestar Automotive Holding UK PLCADS A13,691$1.46 萬<0.1%+13,691新進歷史
Chiron Real Estate Inc.37954A204COM NEW2,113$1.46 萬<0.1%−134−6.0%減碼–
ALGAlamo Group IncCOM67$1.46 萬<0.1%+39+139.3%加碼歷史
EFOREverforth IncCOM293$1.46 萬<0.1%+247+537.0%加碼歷史
EICEagle Point Income CoCOM1,070$1.46 萬<0.1%+1,070新進歷史
TXTernium S.A.SPONSORED ADS485$1.46 萬<0.1%+279+135.4%加碼歷史
PAXPatria Investments LtdCOM CL A1,034$1.45 萬<0.1%+833+414.4%加碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A228$1.45 萬<0.1%+131+135.1%加碼歷史
VIAVViavi Solutions Inc.COM1,440$1.45 萬<0.1%−289−16.7%減碼歷史
DAVEDave Inc.CLASS A COM NEW54$1.45 萬<0.1%+54新進歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US129$1.45 萬<0.1%00.0%不變–
NIUNiu TechnologiesADS4,290$1.44 萬<0.1%+2,203+105.6%加碼歷史
ZUMZZumiez IncCOM1,086$1.44 萬<0.1%+1,050+2,916.7%加碼歷史
SONOSonos IncCOM1,331$1.44 萬<0.1%+1,124+543.0%加碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF525$1.44 萬<0.1%+485+1,212.5%加碼–
ADAMAdamas Trust, Inc.COM2,145$1.44 萬<0.1%+1,827+574.5%加碼歷史
MKZRMacKenzie Realty Capital, Inc.Stock21,446$1.44 萬<0.1%+21,446新進歷史
FFBCFirst Financial BancorpCOM592$1.44 萬<0.1%+438+284.4%加碼歷史
RRRRed Rock Resorts, Inc.CL A276$1.44 萬<0.1%+261+1,740.0%加碼歷史
BUSEFirst Busey CorpCOM NEW624$1.43 萬<0.1%+381+156.8%加碼歷史
CNSCohen & Steers, Inc.COM189$1.42 萬<0.1%+95+101.1%加碼歷史
Northeast BK Portland Me66405S100COM160$1.42 萬<0.1%+160新進–
SBHSally Beauty Holdings, Inc.COM1,536$1.42 萬<0.1%+1,087+242.1%加碼歷史
EBCEastern Bankshares, Inc.COM924$1.41 萬<0.1%+536+138.1%加碼歷史
ALABAstera Labs, Inc.Stock156$1.41 萬<0.1%+102+188.9%加碼歷史
GOLDGold.com, Inc.COM636$1.41 萬<0.1%+575+942.6%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$1.41 萬<0.1%00.0%不變歷史
NXQuanex Building Products CORPCOM746$1.41 萬<0.1%+334+81.1%加碼歷史
WASHWashington Trust Bancorp IncCOM496$1.40 萬<0.1%+336+210.0%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK456$1.40 萬<0.1%00.0%不變歷史
JRSNuveen Real Estate Income FundCOM1,800$1.40 萬<0.1%00.0%不變歷史
TTITetra Technologies IncCOM4,160$1.40 萬<0.1%+4,074+4,737.2%加碼歷史
KMTKennametal IncCOM608$1.40 萬<0.1%+272+81.0%加碼歷史
FRSTPrimis Financial Corp.COM1,284$1.39 萬<0.1%+1,215+1,760.9%加碼歷史
HIHillenbrand, Inc.COM692$1.39 萬<0.1%+125+22.0%加碼歷史
TROXTronox Holdings plcSHS2,735$1.39 萬<0.1%+1,714+167.9%加碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A146$1.39 萬<0.1%+141+2,820.0%加碼歷史
RRBIRed River Bancshares IncCOM236$1.39 萬<0.1%+234+11,700.0%加碼歷史
PGREParamount Group, Inc.COM2,265$1.38 萬<0.1%+2,265新進歷史
CCCCCC Intelligent Solutions Holdings Inc.COM1,467$1.38 萬<0.1%+1,357+1,233.6%加碼歷史
GLREGreenlight Capital Re, Ltd.CLASS A960$1.38 萬<0.1%+911+1,859.2%加碼歷史
PACSPACS Group, Inc.COM SHS1,064$1.37 萬<0.1%+1,049+6,993.3%加碼歷史
TFIITFI International Inc.COM153$1.37 萬<0.1%+90+142.9%加碼歷史
PRAAPra Group IncCOM931$1.37 萬<0.1%+845+982.6%加碼歷史
UISUnisys CorpCOM NEW3,026$1.37 萬<0.1%+2,424+402.7%加碼歷史
BENFranklin Templeton IncCOM573$1.37 萬<0.1%−819−58.8%減碼歷史
CLFCleveland-Cliffs Inc.COM1,798$1.37 萬<0.1%−3,478−65.9%減碼歷史
NUVLNuvalent, Inc.COM179$1.37 萬<0.1%+130+265.3%加碼歷史
PLGOPelagos Insurance Capital LtdCOM823$1.36 萬<0.1%+823新進歷史
RUSHBRush Enterprises IncCL B260$1.36 萬<0.1%+252+3,150.0%加碼歷史
ORRFOrrstown Financial Services IncCOM428$1.36 萬<0.1%+428新進歷史
PRTHPriority Technology Holdings, Inc.COM1,746$1.36 萬<0.1%+1,527+697.3%加碼歷史
CCBCoastal Financial CorpCOM NEW140$1.36 萬<0.1%+117+508.7%加碼歷史
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$1.36 萬<0.1%+403新進–
BGRBlackRock Energy & Resources TrustCOM1,020$1.35 萬<0.1%00.0%不變歷史
ITICInvestors Title CoCOM64$1.35 萬<0.1%+55+611.1%加碼歷史
TRUPTrupanion, Inc.COM244$1.35 萬<0.1%+226+1,255.6%加碼歷史
AMRAlpha Metallurgical Resources, Inc.COM120$1.35 萬<0.1%+82+215.8%加碼歷史
OIO-I Glass, Inc.COM909$1.34 萬<0.1%+358+65.0%加碼歷史
HWKNHawkins IncCOM94$1.34 萬<0.1%+81+623.1%加碼歷史
UTMDUtah Medical Products IncCOM234$1.33 萬<0.1%+226+2,825.0%加碼歷史
EYENational Vision Holdings, Inc.COM578$1.33 萬<0.1%+351+154.6%加碼歷史
ENREnergizer Holdings, Inc.COM659$1.33 萬<0.1%+146+28.5%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