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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 季到 2025 年第 3 季的持倉變化

只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
272 檔
估計 +$1,598 萬
加碼
1,951 檔
估計 +$2.21 億
減碼
1,600 檔
估計 −$7,862 萬
清倉
194 檔
估計 −$764.7 萬

總值從 $22.1 億變成 $25.3 億（+$3.14 億 (+14.2%)），持股從 4,241 檔變成 4,319 檔（+78）。

2025 年第 3 季全部持倉2025 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。

EverSource Wealth Advisors, LLC 在 2025 年第 2 季與 2025 年第 3 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化（百分點）
TXMDTherapeuticsMD, Inc.不變歷史1100.0%$1$1$0<0.1%<0.1%0.00
NOVASunnova Energy International Inc.不變歷史1,8221,82200.0%$1$1$0<0.1%<0.1%0.00
WKHSWorkhorse Group Inc.不變歷史1100.0%$1$1$0<0.1%<0.1%0.00
HOSTHost Digital Inc.不變歷史1100.0%$1$0$0<0.1%0.0%0.00
ATOSAtossa Therapeutics, Inc.減碼歷史2221−219−99.1%$2$183−$219<0.1%<0.1%0.00
RILYBRC Group Holdings, Inc.減碼歷史124−23−95.8%$3$70−$69<0.1%<0.1%0.00
CIRCCIRCLE8 Group Inc新進歷史10+1$3$0+$3<0.1%0.0%0.00
REAXReal REMAX Group Inc.減碼歷史118−17−94.4%$4$81−$68<0.1%<0.1%0.00
Xinyuan Real Estate Co Ltd98417P105不變–2200.0%$4$4$0<0.1%<0.1%0.00
LNAILunai Bioworks Inc.減碼依 1 比 10 拆股換算歷史546−41−89.1%$7$132−$57.12<0.1%<0.1%0.00
OECOrion S.A.減碼歷史1557−556−99.8%$8$5,843−$4,448<0.1%<0.1%0.00
TLYSTilly's, Inc.減碼歷史429−25−86.2%$8$40−$50<0.1%<0.1%0.00
CPSSConsumer Portfolio Services, Inc.新進歷史10+1$8$0+$8<0.1%0.0%0.00
ELAEnvela Corp新進歷史10+1$8$0+$8<0.1%0.0%0.00
GRSDGRANDSTAND Ltd新進歷史10+1$8$0+$8<0.1%0.0%0.00
JBIOJade Biosciences, Inc.減碼歷史17−6−85.7%$9$70−$54<0.1%<0.1%0.00
TUSKMammoth Energy Services, Inc.不變歷史4400.0%$9$11$0<0.1%<0.1%0.00
CRESYCresud Inc新進歷史10+1$9$0+$9<0.1%0.0%0.00
ILAGIntelligent Living Application Group Inc.不變歷史151500.0%$10$8$0<0.1%<0.1%0.00
RELLRichardson Electronics, Ltd.新進歷史10+1$10$0+$10<0.1%0.0%0.00
JFINJiayin Group Inc.新進歷史10+1$10$0+$10<0.1%0.0%0.00
ILLRTriller Group Inc.新進歷史120+12$10$0+$10<0.1%0.0%0.00
J P Morgan Exchange Traded F46641Q373減碼–0284−284−100.0%$11$1.92 萬–<0.1%<0.1%0.00
CBLLCeribell, Inc.減碼歷史19−8−88.9%$11$169−$88<0.1%<0.1%0.00
DLHCDLH Holdings Corp.減碼歷史211−9−81.8%$11$64−$49.5<0.1%<0.1%0.00
RBKBRhinebeck Bancorp, Inc.新進歷史10+1$11$0+$11<0.1%0.0%0.00
TBITrueBlue, Inc.減碼歷史219−17−89.5%$12$123−$102<0.1%<0.1%0.00
MAGNMagnera Corp減碼歷史17−6−85.7%$12$84−$72<0.1%<0.1%0.00
CSPICSP Inc新進歷史10+1$12$0+$12<0.1%0.0%0.00
ADAPYAdaptimmune Therapeutics PLC新進歷史1000+100$13$0+$13<0.1%0.0%0.00
IPSCCentury Therapeutics, Inc.減碼歷史28455−427−93.8%$14$254−$213.5<0.1%<0.1%0.00
SMXTSolarMax Technology, Inc.減碼歷史13112−99−88.4%$14$122−$106.62<0.1%<0.1%0.00
BBDOBank Bradesco減碼歷史53,630−3,625−99.9%$15$9,910−$1.09 萬<0.1%<0.1%0.00
PMTSCPI Card Group Inc.減碼歷史125−24−96.0%$15$593−$360<0.1%<0.1%0.00
CANCanaan Inc.不變歷史171700.0%$15$11$0<0.1%<0.1%0.00
XTIAXTI Aerospace, Inc.新進歷史100+10$15$0+$15<0.1%0.0%0.00
ASURAsure Software Inc減碼歷史2694−692−99.7%$16$6,773−$5,536<0.1%<0.1%0.00
WHGWestwood Holdings Group Inc新進歷史10+1$16$0+$16<0.1%0.0%0.00
MLPMaui Land & Pineapple Co Inc減碼歷史13−2−66.7%$19$55−$38<0.1%<0.1%0.00
KLCKinderCare Learning Companies, Inc.減碼歷史3183−180−98.4%$20$1,848−$1,200<0.1%<0.1%0.00
CXDOCrexendo, Inc.新進歷史30+3$20$0+$20<0.1%0.0%0.00
VGASVerde Clean Fuels, Inc.新進歷史70+7$21$0+$21<0.1%0.0%0.00
OPFIOppFi Inc.不變歷史2200.0%$23$28$0<0.1%<0.1%0.00
MOGUMOGU Inc.新進歷史70+7$24$0+$24<0.1%0.0%0.00
FBLGFibroBiologics, Inc.減碼歷史52122−70−57.4%$28$76−$37.69<0.1%<0.1%0.00
TTSHTile Shop Holdings, Inc.不變歷史5500.0%$30$32$0<0.1%<0.1%0.00
TTECTTEC Holdings, Inc.新進歷史90+9$30$0+$30<0.1%0.0%0.00
ULYXUrgent.ly Inc.不變歷史101000.0%$32$64$0<0.1%<0.1%0.00
PPBTPurple Biotech Ltd.加碼歷史5616+40+250.0%$32$38+$22.86<0.1%<0.1%0.00
MBAIMBody AI Ltd.不變歷史151500.0%$32$12$0<0.1%<0.1%0.00
CMCMCheetah Mobile Inc.新進歷史40+4$32$0+$32<0.1%0.0%0.00
PDEXPro Dex Inc新進歷史10+1$34$0+$34<0.1%0.0%0.00
UXINUxin Ltd新進歷史110+11$38$0+$38<0.1%0.0%0.00
SEI Exchange Traded Funds81589A106減碼–1255−254−99.6%$39$9,478−$9,906<0.1%<0.1%0.00
PNBKPatriot National Bancorp Inc新進歷史300+30$39$0+$39<0.1%0.0%0.00
HFFGHF Foods Group Inc.減碼歷史1526−11−42.3%$41$83−$30.07<0.1%<0.1%0.00
STRSStratus Properties Inc不變歷史2200.0%$42$38$0<0.1%<0.1%0.00
TWOAtwo新進歷史90+9$42$0+$42<0.1%0.0%0.00
CANFCan-Fite BioPharma Ltd.新進歷史680+68$42$0+$42<0.1%0.0%0.00
AKTXAkari Therapeutics Plc減碼歷史444,377−4,333−99.0%$44$5,121−$4,333<0.1%<0.1%0.00
SEI Exchange Traded Funds81589A205減碼–1522−521−99.8%$45$2.20 萬−$2.34 萬<0.1%<0.1%0.00
PRPLPurple Innovation, Inc.減碼歷史48278−230−82.7%$45$203−$215.63<0.1%<0.1%0.00
XBITXBiotech Inc.減碼歷史1731−14−45.2%$45$92−$37.06<0.1%<0.1%0.00
FXNCFirst National Corp新進歷史20+2$45$0+$45<0.1%0.0%0.00
BCYCBicycle Therapeutics PLC新進歷史60+6$46$0+$46<0.1%0.0%0.00
IMMPIMMUTEP Ltd新進歷史260+26$46$0+$46<0.1%0.0%0.00
BSETBassett Furniture Industries Inc新進歷史30+3$47$0+$47<0.1%0.0%0.00
HTZWWHertz Global Holdings, Inc不變歷史131300.0%$48$47$0<0.1%<0.1%0.00
HQIHireQuest, Inc.加碼歷史52+3+150.0%$48$20+$28.8<0.1%<0.1%0.00
GERNGeron Corp減碼歷史361,615−1,579−97.8%$49$2,277−$2,149.19<0.1%<0.1%0.00
Goldman Sachs ETF Tr381430230不變–1100.0%$51$51$0<0.1%<0.1%0.00
ICHRIchor Holdings, Ltd.減碼歷史3144−141−97.9%$53$2,828−$2,491<0.1%<0.1%0.00
CIACitizens, Inc.新進歷史100+10$53$0+$53<0.1%0.0%0.00
LFTLument Finance Trust, Inc.新進歷史260+26$53$0+$53<0.1%0.0%0.00
VRMVroom, Inc.新進歷史20+2$54$0+$54<0.1%0.0%0.00
MPTIM-tron Industries, Inc.新進歷史10+1$55$0+$55<0.1%0.0%0.00
CRBUCaribou Biosciences, Inc.減碼歷史24549−525−95.6%$56$691−$1,225<0.1%<0.1%0.00
HCKTHackett Group, Inc.減碼歷史314−11−78.6%$57$356−$209<0.1%<0.1%0.00
LVWRLiveWire Group, Inc.不變歷史121200.0%$57$55$0<0.1%<0.1%0.00
WOLFWolfspeed, Inc.新進歷史20+2$57$0+$57<0.1%0.0%0.00
MLTXMoonLake Immunotherapeutics新進歷史80+8$57$0+$57<0.1%0.0%0.00
TEADTeads Holding Co.減碼歷史36419−383−91.4%$59$1,039−$627.69<0.1%<0.1%0.00
MAXNQMaxeon Solar Technologies, Ltd.不變歷史181800.0%$60$55$0<0.1%<0.1%0.00
SRBKSR Bancorp, Inc.新進歷史40+4$60$0+$60<0.1%0.0%0.00
Northern LTS FD Tr IV66538H393新進–20+2$60$0+$60<0.1%0.0%0.00
GUTSFractyl Health, Inc.減碼歷史39285−246−86.3%$62$462−$391.08<0.1%<0.1%0.00
MNSBMainStreet Bancshares, Inc.新進歷史30+3$62$0+$62<0.1%0.0%0.00
TLRYTilray Brands, Inc.新進歷史360+36$62$0+$62<0.1%0.0%0.00
JYNTJOINT Corp減碼歷史719−12−63.2%$67$219−$114.86<0.1%<0.1%0.00
ZVRAZevra Therapeutics, Inc.減碼歷史710−3−30.0%$67$88−$28.71<0.1%<0.1%0.00
ARLAmerican Realty Investors Inc減碼歷史45−1−20.0%$67$71−$16.75<0.1%<0.1%0.00
MRXMarex Group Ltd新進歷史20+2$67$0+$67<0.1%0.0%0.00
BTDRBitdeer Technologies Group新進歷史40+4$68$0+$68<0.1%0.0%0.00
HOWLWerewolf Therapeutics, Inc.減碼歷史35167−132−79.0%$69$182−$260.23<0.1%<0.1%0.00
SUPVGrupo Supervielle S.A.新進歷史140+14$69$0+$69<0.1%0.0%0.00
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679不變–1100.0%$70$69$0<0.1%<0.1%0.00
LPSNLiveperson Inc新進歷史1270+127$74$0+$74<0.1%0.0%0.00
TALKTalkspace, Inc.減碼歷史28109−81−74.3%$77$303−$222.75<0.1%<0.1%0.00
Victory Portfolios II92647N782不變–1100.0%$77$75$0<0.1%<0.1%0.00
Vanguard Malvern FDS922020730新進–10+1$77$0+$77<0.1%0.0%0.00

估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。