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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
METMetlife IncStock5,536$44.5 萬<0.1%+1,780+47.4%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF1,960$44.5 萬<0.1%+1,103+128.7%加碼–
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,908$44.4 萬<0.1%+493+2.3%加碼歷史
ORIOld Republic International CorpCOM11,527$44.3 萬<0.1%+6,845+146.2%加碼歷史
VRSKVerisk Analytics, Inc.COM1,419$44.2 萬<0.1%+421+42.2%加碼歷史
iShares Flexible Income Active ETF092528603ETF8,352$44.1 萬<0.1%−2,999−26.4%減碼–
CDNSCadence Design Systems IncStock1,430$44.0 萬<0.1%+416+41.0%加碼歷史
SCCOSouthern Copper CorpStock4,343$43.9 萬<0.1%+2,120+95.4%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS31,996$43.9 萬<0.1%+11,078+53.0%加碼歷史
ZSZscaler, Inc.Stock1,398$43.9 萬<0.1%+711+103.5%加碼歷史
iShares Tr464288760US AER DEF ETF2,316$43.7 萬<0.1%+7+0.3%加碼–
Schwab Fundamental International Equity ETF808524755ETF10,829$43.3 萬<0.1%−839−7.2%減碼–
HLIHoulihan Lokey, Inc.CL A2,399$43.2 萬<0.1%+351+17.1%加碼歷史
Nextplat Corp Com New68557F100Stock580,686$43.1 萬<0.1%00.0%不變–
TSCOTractor Supply CoCOM8,168$43.1 萬<0.1%−1,352−14.2%減碼歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF9,075$43.0 萬<0.1%+9,075新進–
COLBColumbia Banking System, Inc.COM18,325$42.8 萬<0.1%+1,286+7.5%加碼歷史
Emx Rty Corp26873J107COM170,000$42.8 萬<0.1%+170,000新進–
CHTChunghwa Telecom Co LtdSPON ADR NEW119,141$42.6 萬<0.1%+5,124+127.6%加碼歷史
TDGTransDigm Group INCCOM277$42.1 萬<0.1%+18+6.9%加碼歷史
VRTXVertex Pharmaceuticals IncStock946$42.1 萬<0.1%+380+67.1%加碼歷史
SPGSimon Property Group Inc.REIT2,597$41.8 萬<0.1%+637+32.5%加碼歷史
USBUS Bancorp DECOM NEW9,216$41.7 萬<0.1%+3,507+61.4%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF16,637$41.6 萬<0.1%−473−2.8%減碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,342$41.3 萬<0.1%+1,436+75.3%加碼–
COOCooper Companies, Inc.COM5,793$41.2 萬<0.1%−724−11.1%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,715$41.2 萬<0.1%−496−22.4%減碼–
LYFTLyft, Inc.CL A COM26,065$41.1 萬<0.1%+23,494+913.8%加碼歷史
MANHManhattan Associates IncStock2,076$41.0 萬<0.1%+1,702+455.1%加碼歷史
SONYSony Group CorpSPONSORED ADR15,729$40.9 萬<0.1%+2,739+21.1%加碼歷史
BNYBank of New York Mellon CorpStock4,438$40.4 萬<0.1%+1,273+40.2%加碼歷史
CCKCrown Holdings, Inc.COM3,909$40.3 萬<0.1%+3,412+686.5%加碼歷史
AAgilent Technologies, Inc.COM3,400$40.1 萬<0.1%+2,023+146.9%加碼歷史
EVREvercore Inc.CLASS A1,483$40.0 萬<0.1%+729+96.7%加碼歷史
MOSMosaic CoCOM10,934$39.9 萬<0.1%+529+5.1%加碼歷史
BSYBentley Systems IncCOM CL B7,384$39.9 萬<0.1%−2,781−27.4%減碼歷史
KMIKinder Morgan, Inc.Stock13,519$39.7 萬<0.1%+2,329+20.8%加碼歷史
NSCNorfolk Southern CorpStock1,550$39.7 萬<0.1%+199+14.7%加碼歷史
PSAPublic StorageCOM1,349$39.6 萬<0.1%+854+172.5%加碼歷史
ZBRAZebra Technologies CorpCL A1,283$39.5 萬<0.1%−26−2.0%減碼歷史
CAHCardinal Health IncStock2,348$39.4 萬<0.1%+168+7.7%加碼歷史
CNCCentene CorpStock7,259$39.4 萬<0.1%+4,777+192.5%加碼歷史
POOLPool CorpCOM1,350$39.3 萬<0.1%−138−9.3%減碼歷史
PPCPilgrims Pride CorpStock8,735$39.3 萬<0.1%+3,099+55.0%加碼歷史
EQTEQT CorpStock6,709$39.1 萬<0.1%+5,042+302.5%加碼歷史
HBANHuntington Bancshares IncCOM23,328$39.1 萬<0.1%+5,655+32.0%加碼歷史
TSNTyson Foods, Inc.Stock6,952$38.9 萬<0.1%+4,265+158.7%加碼歷史
ProShares Tr74347X831ULTRAPRO QQQ4,674$38.8 萬<0.1%+1,971+72.9%加碼–
LHLabcorp Holdings Inc.Stock1,476$38.8 萬<0.1%+94+6.8%加碼歷史
IPInternational Paper CoCOM8,264$38.7 萬<0.1%+3,229+64.1%加碼歷史
SNPSSynopsys IncCOM750$38.5 萬<0.1%+157+26.5%加碼歷史
NTAPNetApp, Inc.Stock3,603$38.4 萬<0.1%+2,141+146.4%加碼歷史
APPAppLovin CorpCOM CL A1,096$38.4 萬<0.1%+239+27.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM524$38.3 萬<0.1%+53+11.3%加碼歷史
USFDUS Foods Holding Corp.COM4,941$38.1 萬<0.1%+3,836+347.1%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM6,916$38.0 萬<0.1%+5,479+381.3%加碼歷史
OLEDUniversal Display CorpCOM2,458$38.0 萬<0.1%−190−7.2%減碼歷史
EIXEdison InternationalStock7,328$37.8 萬<0.1%+4,868+197.9%加碼歷史
UBSUBS Group AGStock11,149$37.7 萬<0.1%+1,594+16.7%加碼歷史
SSNCSS&C Technologies Holdings IncCOM4,546$37.6 萬<0.1%+683+17.7%加碼歷史
iShares Tr46435G672CORE INTL AGGR7,367$37.6 萬<0.1%+3,552+93.1%加碼–
Vanguard Emerging Markets Government Bond ETF921946885ETF5,752$37.6 萬<0.1%+21+0.4%加碼–
AXONAxon Enterprise, Inc.COM453$37.5 萬<0.1%+79+21.1%加碼歷史
PLDPrologis, Inc.REIT3,557$37.4 萬<0.1%+1,555+77.7%加碼歷史
SBUXStarbucks CorpStock4,080$37.4 萬<0.1%−20−0.5%減碼歷史
TEAMAtlassian CorpCL A1,840$37.4 萬<0.1%+866+88.9%加碼歷史
MTGMgic Investment CorpCOM13,372$37.2 萬<0.1%+10,984+460.0%加碼歷史
TRGPTarga Resources Corp.COM2,134$37.2 萬<0.1%−181−7.8%減碼歷史
DDominion Energy, IncStock6,573$37.2 萬<0.1%−12,534−65.6%減碼歷史
EPDEnterprise Products Partners L.P.Stock11,971$37.1 萬<0.1%−834−6.5%減碼歷史
CPAYCorpay, Inc.COM SHS1,117$37.1 萬<0.1%+910+439.6%加碼歷史
JBHTHunt J B Transport Services IncCOM2,573$36.9 萬<0.1%+2,220+628.9%加碼歷史
ARESAres Management CorpCL A COM STK2,128$36.9 萬<0.1%−37−1.7%減碼歷史
CDWCDW CorpCOM2,060$36.8 萬<0.1%+376+22.3%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS6,933$36.6 萬<0.1%−1,534−18.1%減碼–
NVSNovartis AGADR3,021$36.6 萬<0.1%+855+39.5%加碼歷史
BMOBank of MontrealCOM3,303$36.5 萬<0.1%+1,021+44.7%加碼歷史
LNGCheniere Energy, Inc.COM NEW1,495$36.4 萬<0.1%+507+51.3%加碼歷史
EQIXEquinix IncCOM457$36.3 萬<0.1%+115+33.6%加碼歷史
AITApplied Industrial Technologies IncCOM1,557$36.2 萬<0.1%+652+72.0%加碼歷史
AONAon plcCL A1,009$36.0 萬<0.1%+89+9.7%加碼歷史
PCARPaccar IncCOM3,777$35.9 萬<0.1%+2,177+136.1%加碼歷史
TOLToll Brothers, Inc.COM3,143$35.9 萬<0.1%+2,979+1,816.5%加碼歷史
NVTnVent Electric plcSHS4,889$35.8 萬<0.1%+850+21.0%加碼歷史
VMCVulcan Materials COCOM1,371$35.8 萬<0.1%+404+41.8%加碼歷史
ANAutonation, Inc.COM1,797$35.7 萬<0.1%+817+83.4%加碼歷史
SRESempraStock4,680$35.5 萬<0.1%+513+12.3%加碼歷史
CFCF Industries Holdings, Inc.COM3,836$35.3 萬<0.1%+1,755+84.3%加碼歷史
iShares Tr464287556ISHARES BIOTECH2,782$35.2 萬<0.1%−50−1.8%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF8,688$35.2 萬<0.1%+1,523+21.3%加碼–
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$35.1 萬<0.1%00.0%不變–
WFWoori Financial Group Inc.SPONSORED ADS7,058$35.1 萬<0.1%+64+0.9%加碼歷史
DLRDigital Realty Trust, Inc.COM2,013$35.1 萬<0.1%+101+5.3%加碼歷史
CHTRCharter Communications, Inc.CL A855$35.0 萬<0.1%+242+39.5%加碼歷史
TDYTeledyne Technologies IncCOM679$34.8 萬<0.1%−63−8.5%減碼歷史
UGIUgi CorpStock9,544$34.8 萬<0.1%+385+4.2%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD14,366$34.5 萬<0.1%−3,635−20.2%減碼–
Fidelity Covington Trust31609A305ENHANCED LARGE9,313$34.5 萬<0.1%−155−1.6%減碼–
MOHMolina Healthcare, Inc.COM1,156$34.4 萬<0.1%+759+191.2%加碼歷史
HASHasbro, Inc.COM4,664$34.4 萬<0.1%+3,448+283.6%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