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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
DINOHF Sinclair CorpCOM6,804$28.0 萬<0.1%+5,226+331.2%加碼歷史
NKENIKE, Inc.Stock3,934$27.9 萬<0.1%−207−5.0%減碼歷史
SNVSynovus Financial CorpCOM NEW5,394$27.9 萬<0.1%+3,044+129.5%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS3,629$27.8 萬<0.1%+1,188+48.7%加碼歷史
DRIDarden Restaurants IncCOM1,276$27.8 萬<0.1%+586+84.9%加碼歷史
LADLithia Motors IncCOM821$27.7 萬<0.1%+273+49.8%加碼歷史
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY10,350$27.7 萬<0.1%+10,350新進–
BKRBaker Hughes CoCL A7,216$27.7 萬<0.1%+2,368+48.8%加碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,091$27.6 萬<0.1%−72−3.3%減碼歷史
CTSHCognizant Technology Solutions CorpCL A3,521$27.5 萬<0.1%+1,214+52.6%加碼歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA6,889$27.4 萬<0.1%+5,814+540.8%加碼–
Advisorshares Tr00768Y768STAR GLOB BUYW5,945$27.4 萬<0.1%−1,956−24.8%減碼–
ProShares Tr74347R263PSHS UL TELE ETF2,750$27.4 萬<0.1%+1,750+175.0%加碼–
GPIGroup 1 Automotive IncCOM626$27.3 萬<0.1%+206+49.0%加碼歷史
WPMWheaton Precious Metals Corp.COM3,043$27.3 萬<0.1%+2,355+342.3%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM2,211$27.3 萬<0.1%−162−6.8%減碼歷史
SANBanco Santander, S.A.ADR32,849$27.3 萬<0.1%+12,894+64.6%加碼歷史
VMRKVivmark ResidentialSH BEN INT4,030$27.2 萬<0.1%+257+6.8%加碼歷史
TERTeradyne, IncStock3,025$27.2 萬<0.1%−554−15.5%減碼歷史
Vanguard Health Care ETF92204A504ETF1,095$27.2 萬<0.1%−2,035−65.0%減碼–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$27.1 萬<0.1%+14,999新進歷史
NDSNNordson CorpCOM1,259$27.0 萬<0.1%−318−20.2%減碼歷史
ASHAshland Inc.COM5,366$27.0 萬<0.1%+5,093+1,865.6%加碼歷史
CVNACarvana Co.CL A800$27.0 萬<0.1%+129+19.2%加碼歷史
EDConsolidated Edison IncStock2,685$26.9 萬<0.1%+547+25.6%加碼歷史
MTBM&T Bank CorpCOM1,386$26.9 萬<0.1%+404+41.1%加碼歷史
MDBMongoDB, Inc.CL A1,280$26.9 萬<0.1%+1,156+932.3%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,667$26.8 萬<0.1%−981−26.9%減碼–
SESea LtdSPONSORD ADS1,675$26.8 萬<0.1%−2−0.1%減碼歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,576$26.7 萬<0.1%−176−6.4%減碼–
LLoews CorpCOM2,912$26.7 萬<0.1%+1,393+91.7%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,610$26.6 萬<0.1%+2,268+67.9%加碼歷史
ROKRockwell Automation, IncStock799$26.5 萬<0.1%+192+31.6%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE3,563$26.5 萬<0.1%+1,568+78.6%加碼歷史
iShares Tr464287150CORE S&P TTL STK1,961$26.5 萬<0.1%−24−1.2%減碼–
STLDSteel Dynamics IncCOM2,066$26.4 萬<0.1%+1,168+130.1%加碼歷史
GWWW.W. Grainger, Inc.Stock252$26.2 萬<0.1%+86+51.8%加碼歷史
CCICrown Castle Inc.REIT2,539$26.1 萬<0.1%+969+61.7%加碼歷史
PEGPublic Service Enterprise Group IncCOM3,091$26.0 萬<0.1%−81−2.6%減碼歷史
HESHess CorpStock1,874$26.0 萬<0.1%+818+77.5%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF2,757$25.9 萬<0.1%+2,737+13,685.0%加碼–
CPTCamden Property TrustREIT2,294$25.9 萬<0.1%+1,287+127.8%加碼歷史
SBACSba Communications CorpCL A1,101$25.8 萬<0.1%+627+132.3%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 38,961$25.8 萬<0.1%+3,766+72.5%加碼歷史
iShares Tr46428865310-20 YR TRS ETF2,540$25.8 萬<0.1%+217+9.3%加碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,363$25.8 萬<0.1%−17,417−88.1%減碼–
AYIAcuity Inc. (DE)Stock864$25.8 萬<0.1%+112+14.9%加碼歷史
SYYSysco CorpStock3,401$25.8 萬<0.1%+369+12.2%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,055$25.7 萬<0.1%+2,895+1,809.4%加碼–
ATIAti IncStock2,970$25.6 萬<0.1%+1,429+92.7%加碼歷史
ACGLArch Capital Group Ltd.Stock2,790$25.4 萬<0.1%+2,192+366.6%加碼歷史
AVBAvalonbay Communities IncCOM1,244$25.3 萬<0.1%+715+135.2%加碼歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$25.3 萬<0.1%+600+66.7%加碼–
NINisource Inc.COM6,267$25.3 萬<0.1%+2,135+51.7%加碼歷史
YUMYum Brands IncStock1,705$25.3 萬<0.1%+522+44.1%加碼歷史
VLTOVeralto CorpStock2,502$25.3 萬<0.1%+1,903+317.7%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF9,978$25.2 萬<0.1%+9,345+1,476.3%加碼–
EWBCEast West Bancorp IncCOM2,494$25.2 萬<0.1%+1,842+282.5%加碼歷史
BIIBBiogen Inc.COM2,004$25.2 萬<0.1%+1,012+102.0%加碼歷史
EEni SpASPONSORED ADR7,707$25.0 萬<0.1%+5,709+285.7%加碼歷史
ROSTRoss Stores, Inc.COM1,956$24.9 萬<0.1%+771+65.1%加碼歷史
PRUPrudential Financial IncStock2,320$24.9 萬<0.1%+254+12.3%加碼歷史
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR20,998$24.9 萬<0.1%+20,998新進–
COOPMaverick Merger Sub 2, LLCCOM1,668$24.9 萬<0.1%+82+5.2%加碼歷史
BBYBest Buy Co IncStock3,705$24.9 萬<0.1%+2,321+167.7%加碼歷史
EWEdwards Lifesciences CorpStock3,180$24.9 萬<0.1%+959+43.2%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM6,800$24.9 萬<0.1%−2,850−29.5%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR16,077$24.9 萬<0.1%+9,536+145.8%加碼歷史
FRFirst Industrial Realty Trust IncCOM5,160$24.8 萬<0.1%+4,642+896.1%加碼歷史
SKYChampion Homes, Inc.Stock3,961$24.8 萬<0.1%+129+3.4%加碼歷史
PEGAPegasystems IncCOM4,570$24.7 萬<0.1%+4,160+1,014.6%加碼歷史
LECOLincoln Electric Holdings IncCOM1,186$24.6 萬<0.1%+1,047+753.2%加碼歷史
SWSmurfit Westrock plcStock5,677$24.5 萬<0.1%+774+15.8%加碼歷史
CAGConagra Brands Inc.Stock11,963$24.5 萬<0.1%+2,073+21.0%加碼歷史
INGING Groep NVSPONSORED ADR11,193$24.5 萬<0.1%+5,243+88.1%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR17,187$24.5 萬<0.1%−94−0.5%減碼歷史
RSReliance, Inc.COM778$24.4 萬<0.1%+277+55.3%加碼歷史
AWIArmstrong World Industries IncCOM1,500$24.4 萬<0.1%+1,200+400.0%加碼歷史
First Tr Exchange-Traded FD336917109SHS5,802$24.3 萬<0.1%+5,802新進–
OSKOshkosh CorpCOM2,138$24.3 萬<0.1%+1,699+387.0%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,236$24.3 萬<0.1%−53−2.3%減碼–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL6,999$24.3 萬<0.1%+6,999新進–
TRMBTrimble Inc.COM3,176$24.1 萬<0.1%+352+12.5%加碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,293$24.0 萬<0.1%+188+8.9%加碼歷史
WECWec Energy Group, Inc.Stock2,299$24.0 萬<0.1%+562+32.4%加碼歷史
NNNNNN REIT, Inc.REIT5,540$23.9 萬<0.1%+4,030+266.9%加碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,962$23.8 萬<0.1%+460+30.6%加碼–
CBRECbre Group, Inc.CL A1,695$23.8 萬<0.1%+725+74.7%加碼歷史
RBB FD Inc74933W452F/M US TREASURY4,748$23.7 萬<0.1%+1,132+31.3%加碼–
BCSBarclays PLCADR12,755$23.7 萬<0.1%+2,663+26.4%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF5,402$23.7 萬<0.1%00.0%不變–
FCFSFirstCash Holdings, Inc.COM1,750$23.6 萬<0.1%+1,346+333.2%加碼歷史
iShares U S ETF Tr46431W507SHOR DURA BD ETF4,627$23.6 萬<0.1%+3,117+206.4%加碼–
TRIThomson Reuters CorpCOM NO PAR1,173$23.6 萬<0.1%+559+91.0%加碼歷史
STXSeagate Technology Holdings plcORD SHS1,630$23.5 萬<0.1%+372+29.6%加碼歷史
DECKDeckers Outdoor CorpCOM2,280$23.5 萬<0.1%+288+14.5%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS22,694$23.4 萬<0.1%+5,220+29.9%加碼歷史
CNXCConcentrix CorpStock4,433$23.4 萬<0.1%+3,057+222.2%加碼歷史
AWKAmerican Water Works Company, Inc.Stock1,683$23.4 萬<0.1%+1,126+202.2%加碼歷史
BALLBALL CorpCOM4,143$23.2 萬<0.1%+2,720+191.1%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