跳到主要內容
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
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,338$151.8 萬0.1%−305−5.4%減碼–
SCHWSchwab Charles CorpStock16,551$151.0 萬0.1%+3,814+29.9%加碼歷史
SYMSymbotic Inc.Stock38,866$151.0 萬0.1%+38,671+19,831.3%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF17,584$149.1 萬0.1%−3,009−14.6%減碼–
QCOMQualcomm IncStock9,273$147.7 萬0.1%−738−7.4%減碼歷史
NOWServiceNow, Inc.Stock1,410$144.9 萬0.1%+278+24.6%加碼歷史
American Centy ETF Tr025072349US LARGE CAP VLU20,960$143.0 萬0.1%+16,284+348.2%加碼–
AMDAdvanced Micro Devices IncStock9,973$141.5 萬0.1%+343+3.6%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,473$141.2 萬0.1%−2,269−17.8%減碼–
Vanguard S&P 500 Growth ETF921932505ETF3,550$140.8 萬0.1%+2,887+435.4%加碼–
CBChubb LtdStock4,841$140.3 萬0.1%+2,232+85.6%加碼歷史
MPCMarathon Petroleum CorpStock8,378$139.2 萬0.1%+401+5.0%加碼歷史
Dimensional ETF Trust25434V781INTL SMALL CAP V41,261$135.8 萬0.1%+39,191+1,893.3%加碼–
ARMArm Holdings PLCADR8,364$135.3 萬0.1%+8,034+2,434.5%加碼歷史
CATCaterpillar IncStock3,470$134.7 萬0.1%−1,174−25.3%減碼歷史
CEGConstellation Energy CorpStock4,146$133.8 萬0.1%+118+2.9%加碼歷史
TTTrane Technologies plcSHS3,048$133.4 萬0.1%+853+38.9%加碼歷史
MRKMerck & Co., Inc.Stock16,796$133.0 萬0.1%+2,720+19.3%加碼歷史
MCDMcDonalds CorpStock4,537$132.6 萬0.1%−1,464−24.4%減碼歷史
UNPUnion Pacific CorpStock5,667$130.4 萬0.1%+662+13.2%加碼歷史
AB Active ETFs Inc00039J830SHOR DU YIEL ETF36,187$130.1 萬0.1%−8,874−19.7%減碼–
TJXTJX Companies IncStock10,516$129.9 萬0.1%+1,762+20.1%加碼歷史
iShares S&P 500 Value ETF464287408ETF6,626$129.5 萬0.1%−62−0.9%減碼–
ProShares Tr74349Y704ULTRA BITCOIN ET25,007$129.4 萬0.1%+5,692+29.5%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED37,311$128.6 萬0.1%−3,723−9.1%減碼–
MRSHMarsh & McLennan Companies, Inc.Stock5,883$128.6 萬0.1%+148+2.6%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF15,378$128.4 萬0.1%−639−4.0%減碼–
OXYOccidental Petroleum CorpStock30,357$127.5 萬0.1%−263−0.9%減碼歷史
IBMInternational Business Machines CorpStock4,304$126.9 萬0.1%−338−7.3%減碼歷史
UGLProShares Trust IIULTRA GOLD36,000$124.8 萬0.1%−12,748−26.2%減碼依 4 比 1 拆股換算歷史
Vanguard Index FDS922908652EXTEND MKT ETF6,436$124.0 萬0.1%−470−6.8%減碼–
Ea Series Trust02072L375TBG DIVID FO ETF38,076$122.5 萬0.1%+15,081+65.6%加碼–
BKNGBooking Holdings Inc.Stock210$121.6 萬0.1%+48+29.6%加碼歷史
LMTLockheed Martin CorpStock2,613$121.1 萬0.1%+84+3.3%加碼歷史
COFCapital One Financial CorpStock5,644$120.1 萬0.1%+2,905+106.1%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF16,473$119.7 萬0.1%+311+1.9%加碼–
iShares S&P 100 ETF464287101ETF3,924$119.4 萬0.1%+139+3.7%加碼–
iShares Russell 1000 Growth ETF464287614ETF2,789$118.4 萬0.1%−11,204−80.1%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,210$117.8 萬0.1%−54−1.3%減碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF36,865$117.2 萬0.1%+2,450+7.1%加碼–
BCBrunswick CorpCOM21,183$117.0 萬0.1%+20,675+4,069.9%加碼歷史
PEPPepsiCo IncStock8,787$116.0 萬0.1%+2,484+39.4%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF14,342$114.9 萬0.1%+3,738+35.3%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,238$113.4 萬0.1%+707+12.8%加碼–
ETNEaton Corp plcStock3,174$113.3 萬0.1%+729+29.8%加碼歷史
WMBWilliams Companies, Inc.COM18,007$113.1 萬0.1%+6,573+57.5%加碼歷史
KLACKLA CorpCOM NEW1,257$112.6 萬0.1%+171+15.7%加碼歷史
Strategy Shs86280R787EVENTIDE US MRKT43,255$112.4 萬0.1%+1,443+3.5%加碼–
ORLYO Reilly Automotive IncStock12,451$112.2 萬0.1%+3,856+44.9%加碼依 15 比 1 拆股換算歷史
VLOValero Energy CorpStock8,305$111.6 萬0.1%+1,411+20.5%加碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF26,039$111.3 萬0.1%+26,001+68,423.7%加碼–
BABoeing CoStock5,300$111.0 萬0.1%−761−12.6%減碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT30,403$108.8 萬<0.1%+4,063+15.4%加碼依 3 比 1 拆股換算歷史
DUKDuke Energy CORPStock9,218$108.8 萬<0.1%−4,502−32.8%減碼歷史
PNCPNC Financial Services Group, Inc.Stock5,835$108.8 萬<0.1%+3,371+136.8%加碼歷史
BSXBoston Scientific CorpStock10,118$108.7 萬<0.1%+5,173+104.6%加碼歷史
DGXQuest Diagnostics IncCOM6,026$108.2 萬<0.1%+525+9.5%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID30,422$108.1 萬<0.1%−551−1.8%減碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT33,582$107.4 萬<0.1%−77−0.2%減碼–
EOGEOG Resources IncStock8,950$107.0 萬<0.1%+2,349+35.6%加碼歷史
AJGArthur J. Gallagher & Co.COM3,333$106.7 萬<0.1%+475+16.6%加碼歷史
TAT&T Inc.Stock36,712$106.2 萬<0.1%−6,474−15.0%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,866$105.7 萬<0.1%−102−5.2%減碼歷史
VZVerizon Communications IncStock24,365$105.4 萬<0.1%+1,669+7.4%加碼歷史
GDGeneral Dynamics CorpStock3,586$104.6 萬<0.1%+682+23.5%加碼歷史
TXNTexas Instruments IncStock5,026$104.4 萬<0.1%−436−8.0%減碼歷史
HALHalliburton CoStock50,689$103.3 萬<0.1%+12,850+34.0%加碼歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF31,945$102.7 萬<0.1%+554+1.8%加碼–
UBERUber Technologies, IncStock10,965$102.3 萬<0.1%−644−5.5%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999936,343$102.2 萬<0.1%+2,965+8.9%加碼歷史
CCitigroup IncStock12,005$102.2 萬<0.1%+3,218+36.6%加碼歷史
AGQProShares Trust IIULTRA SILVER NEW21,450$101.9 萬<0.1%+21,450新進歷史
SPGIS&P Global Inc.Stock1,930$101.8 萬<0.1%+537+38.5%加碼歷史
INTUIntuit Inc.Stock1,285$101.3 萬<0.1%+434+51.0%加碼歷史
iShares Tr464288885EAFE GRWTH ETF9,005$100.9 萬<0.1%−825−8.4%減碼–
ETEnergy Transfer LPCOM UT LTD PTN55,616$100.8 萬<0.1%+140.0%加碼歷史
SLViShares Silver TrustETF30,656$100.6 萬<0.1%−2,025−6.2%減碼歷史
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$100.3 萬<0.1%+26,089新進歷史
Timothy Plan887432334INTL ETF30,954$100.0 萬<0.1%+8,912+40.4%加碼–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,816$99.7 萬<0.1%+299+2.1%加碼–
ANETArista Networks, Inc.Stock9,739$99.6 萬<0.1%+5,330+120.9%加碼歷史
ICEIntercontinental Exchange, Inc.Stock5,417$99.4 萬<0.1%+684+14.5%加碼歷史
GDXUBank of MontrealMICROSCTR 3X LEV13,625$99.1 萬<0.1%+895+7.0%加碼歷史
ARK Innovation ETF00214Q104ETF13,995$98.4 萬<0.1%−149−1.1%減碼–
DISWalt Disney CoStock7,892$97.9 萬<0.1%−1,322−14.3%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF10,582$97.5 萬<0.1%−5,822−35.5%減碼–
iShares Tr464287721U.S. TECH ETF5,588$96.8 萬<0.1%−812−12.7%減碼–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF20,273$96.4 萬<0.1%+828+4.3%加碼–
iShares Tr464287291GLOBAL TECH ETF10,399$96.0 萬<0.1%+40.0%加碼–
ELVElevance Health, Inc.Stock2,461$95.7 萬<0.1%+764+45.0%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,750$95.1 萬<0.1%+406+30.2%加碼歷史
PKGPackaging Corp of AmericaStock5,008$94.4 萬<0.1%+1,176+30.7%加碼歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT17,415$94.1 萬<0.1%+4,521+35.1%加碼–
RBLXRoblox CorpStock8,897$93.6 萬<0.1%+6,333+247.0%加碼歷史
NOCNorthrop Grumman CorpStock1,856$92.8 萬<0.1%+792+74.4%加碼歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$91.6 萬<0.1%00.0%不變歷史
Etfis Ser Tr I26923G707VIRTUS NEWFLEET40,004$91.3 萬<0.1%+11,983+42.8%加碼–
iShares Tr46435G425ESG AWR MSCI USA6,748$91.3 萬<0.1%−12−0.2%減碼–
BLKBlackRock, Inc.Stock868$91.1 萬<0.1%+155+21.7%加碼歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA18,176$90.6 萬<0.1%+168+0.9%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