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
DDDuPont de Nemours, Inc.COM3,379$23.2 萬<0.1%+1,193+54.6%加碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$23.0 萬<0.1%00.0%不變–
NUENucor CorpCOM1,774$23.0 萬<0.1%+1,243+234.1%加碼歷史
CNPCenterpoint Energy IncCOM6,217$22.8 萬<0.1%−1,171−15.9%減碼歷史
TYLTyler Technologies IncCOM384$22.8 萬<0.1%+38+11.0%加碼歷史
ARCCAres Capital CorpCEF10,308$22.6 萬<0.1%+286+2.9%加碼歷史
LULUlululemon athletica inc.Stock950$22.6 萬<0.1%+165+21.0%加碼歷史
EXEExpand Energy CorpCOM1,922$22.5 萬<0.1%+993+106.9%加碼歷史
CWCurtiss Wright CorpStock460$22.5 萬<0.1%+411+838.8%加碼歷史
NBIXNeurocrine Biosciences IncStock1,786$22.4 萬<0.1%+1,441+417.7%加碼歷史
RLRalph Lauren CorpCL A813$22.3 萬<0.1%+512+170.1%加碼歷史
IRIngersoll Rand Inc.COM2,678$22.3 萬<0.1%+714+36.4%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM421$22.1 萬<0.1%−122−22.5%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$21.9 萬<0.1%00.0%不變–
Kraneshares Trust500767306CSI CHI INTERNET6,361$21.8 萬<0.1%+1,256+24.6%加碼–
SAICScience Applications International CorpCOM1,936$21.8 萬<0.1%+1,306+207.3%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,001$21.8 萬<0.1%−611−37.9%減碼–
ELSEquity Lifestyle Properties IncCOM3,509$21.6 萬<0.1%+2,390+213.6%加碼歷史
PATHUiPath, Inc.Stock16,836$21.6 萬<0.1%+14,330+571.8%加碼歷史
THCTenet Healthcare CorpCOM NEW1,220$21.5 萬<0.1%+850+229.7%加碼歷史
TWLOTwilio IncCL A1,723$21.4 萬<0.1%−25−1.4%減碼歷史
ESEversource EnergyStock3,365$21.4 萬<0.1%−450−11.8%減碼歷史
ATOAtmos Energy CorpCOM1,386$21.4 萬<0.1%+590+74.1%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,449$21.4 萬<0.1%−17−1.2%減碼–
PWRQuanta Services, Inc.COM565$21.4 萬<0.1%−636−53.0%減碼歷史
SITESiteOne Landscape Supply, Inc.COM1,761$21.3 萬<0.1%−76−4.1%減碼歷史
UTHRUnited Therapeutics CorpCOM740$21.3 萬<0.1%+541+271.9%加碼歷史
FMCFMC CorpCOM NEW5,076$21.2 萬<0.1%+3,391+201.2%加碼歷史
CHDNChurchill Downs IncCOM2,089$21.1 萬<0.1%+2,085+52,125.0%加碼歷史
FLSFlowserve CorpCOM4,024$21.1 萬<0.1%+3,506+676.8%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,132$21.0 萬<0.1%−105−2.5%減碼–
FFord Motor CoStock19,324$21.0 萬<0.1%+3,331+20.8%加碼歷史
OHIOmega Healthcare Investors IncCOM5,715$20.9 萬<0.1%+3,681+181.0%加碼歷史
DUOLDuolingo, Inc.CL A COM509$20.9 萬<0.1%+378+288.5%加碼歷史
CINFCincinnati Financial CorpCOM1,401$20.9 萬<0.1%+850+154.3%加碼歷史
SCIService Corp InternationalCOM2,561$20.8 萬<0.1%+1,936+309.8%加碼歷史
LDOSLeidos Holdings, Inc.COM1,321$20.8 萬<0.1%−997−43.0%減碼歷史
VanEck ETF Trust92189F528VANECK SHRT MUNI12,070$20.8 萬<0.1%+1,890+18.6%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock2,283$20.8 萬<0.1%+1,079+89.6%加碼歷史
PPGPPG Industries IncStock1,829$20.8 萬<0.1%−4,384−70.6%減碼歷史
ESIElement Solutions IncCOM9,146$20.7 萬<0.1%+1,320+16.9%加碼歷史
MCHPMicrochip Technology IncStock2,941$20.7 萬<0.1%+216+7.9%加碼歷史
RIORio Tinto PLCADR3,541$20.7 萬<0.1%+721+25.6%加碼歷史
VTRVentas, Inc.REIT3,255$20.6 萬<0.1%+638+24.4%加碼歷史
GVAGranite Construction IncCOM2,198$20.6 萬<0.1%+414+23.2%加碼歷史
FFIVF5, Inc.Stock694$20.4 萬<0.1%+354+104.1%加碼歷史
BKHBlack Hills CorpCOM3,642$20.4 萬<0.1%+762+26.5%加碼歷史
IVZInvesco Ltd.Stock12,946$20.4 萬<0.1%+8,346+181.4%加碼歷史
GNRCGenerac Holdings Inc.Stock1,424$20.4 萬<0.1%+436+44.1%加碼歷史
GDDYGoDaddy Inc.CL A1,130$20.4 萬<0.1%+864+324.8%加碼歷史
ONOn Semiconductor CorpStock3,871$20.3 萬<0.1%−326−7.8%減碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,026$20.2 萬<0.1%+58+1.0%加碼–
INVHInvitation Homes Inc.COM6,167$20.2 萬<0.1%+4,925+396.5%加碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$20.2 萬<0.1%00.0%不變–
DBDeutsche Bank AktiengesellschaftNAMEN AKT6,903$20.2 萬<0.1%+2,598+60.3%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock830$20.2 萬<0.1%+74+9.8%加碼歷史
MELIMercadolibre IncCOM77$20.1 萬<0.1%00.0%不變歷史
KVUEKenvue Inc.Stock9,576$20.0 萬<0.1%+2,321+32.0%加碼歷史
FNFFidelity National Financial, Inc.COM SHS3,567$20.0 萬<0.1%+2,044+134.2%加碼歷史
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$19.9 萬<0.1%+2,382+98.5%加碼–
DVADavita Inc.COM1,393$19.8 萬<0.1%−537−27.8%減碼歷史
HPQHP IncStock8,090$19.8 萬<0.1%+330+4.3%加碼歷史
CBOECboe Global Markets, Inc.COM848$19.8 萬<0.1%+321+60.9%加碼歷史
PSOPearson PLCSPONSORED ADR13,197$19.7 萬<0.1%+6,012+83.7%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT2,536$19.7 萬<0.1%+73+3.0%加碼–
IMOImperial Oil LtdCOM NEW2,472$19.6 萬<0.1%+206+9.1%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF2,525$19.5 萬<0.1%−161−6.0%減碼–
CPACopa Holdings, S.A.CL A1,775$19.5 萬<0.1%+526+42.1%加碼歷史
FSKFS KKR Capital CorpCOM9,399$19.5 萬<0.1%+10.0%加碼歷史
CHHChoice Hotels International IncCOM1,537$19.5 萬<0.1%−2,691−63.6%減碼歷史
GWREGuidewire Software, Inc.COM828$19.5 萬<0.1%+396+91.7%加碼歷史
RGAReinsurance Group of America IncCOM NEW982$19.5 萬<0.1%+802+445.6%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,775$19.5 萬<0.1%−84−4.5%減碼–
VRNAVerona Pharma plcSPONSORED ADS2,056$19.4 萬<0.1%−230−10.1%減碼歷史
KMPRKEMPER CorpCOM3,001$19.4 萬<0.1%+2,109+236.4%加碼歷史
HEIHeico CorpCOM590$19.4 萬<0.1%+262+79.9%加碼歷史
RMDResmed IncCOM750$19.4 萬<0.1%+186+33.0%加碼歷史
DLBDolby Laboratories, Inc.COM CL A2,598$19.3 萬<0.1%+1,902+273.3%加碼歷史
HUBBHubbell IncCOM468$19.1 萬<0.1%+111+31.1%加碼歷史
CTVACorteva, Inc.Stock2,559$19.1 萬<0.1%+980+62.1%加碼歷史
NSPInsperity, Inc.COM3,162$19.0 萬<0.1%+694+28.1%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A2,738$18.9 萬<0.1%+427+18.5%加碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,202$18.6 萬<0.1%−11−0.3%減碼–
WBSWebster Financial CorpCOM3,398$18.6 萬<0.1%+2,284+205.0%加碼歷史
Vanguard Mun BD FDS922907738INTERMEDIATE TRM1,881$18.5 萬<0.1%−1,858−49.7%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF1,232$18.5 萬<0.1%−29−2.3%減碼–
Global X FDS37954Y368S&P EX US ETF5,393$18.5 萬<0.1%+3,411+172.1%加碼–
BWABorgwarner IncCOM5,531$18.5 萬<0.1%+4,426+400.5%加碼歷史
Listed FDS Tr53656F599SWAN HEDGED EQTY7,866$18.5 萬<0.1%+1,689+27.3%加碼–
GEHCGE HealthCare Technologies Inc.Stock2,493$18.5 萬<0.1%−131−5.0%減碼歷史
BLDRBuilders FirstSource, Inc.Stock1,582$18.5 萬<0.1%+1,017+180.0%加碼歷史
LUVSouthwest Airlines CoCOM5,690$18.5 萬<0.1%+2,408+73.4%加碼歷史
PEverpure, Inc.CL A3,203$18.4 萬<0.1%+2,316+261.1%加碼歷史
IEXIdex CorpCOM1,043$18.3 萬<0.1%+304+41.1%加碼歷史
ADTADT Inc.COM21,483$18.2 萬<0.1%+16,646+344.1%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,228$18.2 萬<0.1%−383−14.7%減碼–
Timothy Plan887432284US LARGE MID CP6,792$18.2 萬<0.1%−642−8.6%減碼–
RJFRaymond James Financial IncCOM1,184$18.2 萬<0.1%+685+137.3%加碼歷史
BHPBHP Group LtdADR3,774$18.2 萬<0.1%+2,395+173.7%加碼歷史
PFGPrincipal Financial Group IncCOM2,278$18.1 萬<0.1%+1,117+96.2%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