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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 3 季持倉

持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
4,319
較 2025 年第 2 季 +78
總值
$25.3 億
較 2025 年第 2 季 +$3.14 億 (+14.2%)
申報日
2025/11/10
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HCWCHost Digital Inc.CL A1$1<0.1%00.0%不變歷史
TXMDTherapeuticsMD, Inc.COM NEW1$1<0.1%00.0%不變歷史
NOVASunnova Energy International Inc.COM1,822$1<0.1%00.0%不變歷史
WKHSWorkhorse Group Inc.COM NEW1$1<0.1%00.0%不變歷史
ATOSAtossa Therapeutics, Inc.COM2$2<0.1%−219−99.1%減碼歷史
CIRCCIRCLE8 Group IncCOM1$3<0.1%+1新進歷史
RILYBRC Group Holdings, Inc.COM1$3<0.1%−23−95.8%減碼歷史
REAXReal REMAX Group Inc.COM NEW1$4<0.1%−17−94.4%減碼歷史
Xinyuan Real Estate Co Ltd98417P105SPONS ADR2$4<0.1%00.0%不變–
LNAILunai Bioworks Inc.COM5$7<0.1%−41−89.1%減碼依 1 比 10 拆股換算歷史
OECOrion S.A.COM1$8<0.1%−556−99.8%減碼歷史
CPSSConsumer Portfolio Services, Inc.COM1$8<0.1%+1新進歷史
ELAEnvela CorpCOM1$8<0.1%+1新進歷史
TLYSTilly's, Inc.CL A4$8<0.1%−25−86.2%減碼歷史
GRSDGRANDSTAND LtdORDINARY SHARES1$8<0.1%+1新進歷史
CRESYCresud IncSPONSORED ADR1$9<0.1%+1新進歷史
JBIOJade Biosciences, Inc.COM NEW1$9<0.1%−6−85.7%減碼歷史
TUSKMammoth Energy Services, Inc.COM4$9<0.1%00.0%不變歷史
RELLRichardson Electronics, Ltd.COM1$10<0.1%+1新進歷史
JFINJiayin Group Inc.SPONSORED ADS1$10<0.1%+1新進歷史
ILAGIntelligent Living Application Group Inc.ORD SHS15$10<0.1%00.0%不變歷史
ILLRTriller Group Inc.COMMON STOCK12$10<0.1%+12新進歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I0$11<0.1%−284−100.0%減碼–
CBLLCeribell, Inc.COM1$11<0.1%−8−88.9%減碼歷史
DLHCDLH Holdings Corp.COM2$11<0.1%−9−81.8%減碼歷史
RBKBRhinebeck Bancorp, Inc.COM1$11<0.1%+1新進歷史
TBITrueBlue, Inc.COM2$12<0.1%−17−89.5%減碼歷史
CSPICSP IncCOM1$12<0.1%+1新進歷史
MAGNMagnera CorpCOM SHS1$12<0.1%−6−85.7%減碼歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR100$13<0.1%+100新進歷史
IPSCCentury Therapeutics, Inc.COM28$14<0.1%−427−93.8%減碼歷史
SMXTSolarMax Technology, Inc.COM SHS13$14<0.1%−99−88.4%減碼歷史
CANCanaan Inc.SPONSORED ADS17$15<0.1%00.0%不變歷史
BBDOBank BradescoSPONSORED ADR5$15<0.1%−3,625−99.9%減碼歷史
PMTSCPI Card Group Inc.COM NEW1$15<0.1%−24−96.0%減碼歷史
XTIAXTI Aerospace, Inc.COM NEW10$15<0.1%+10新進歷史
ASURAsure Software IncCOM2$16<0.1%−692−99.7%減碼歷史
WHGWestwood Holdings Group IncCOM1$16<0.1%+1新進歷史
MLPMaui Land & Pineapple Co IncCOM1$19<0.1%−2−66.7%減碼歷史
CXDOCrexendo, Inc.COM3$20<0.1%+3新進歷史
KLCKinderCare Learning Companies, Inc.COM3$20<0.1%−180−98.4%減碼歷史
VGASVerde Clean Fuels, Inc.CLASS A COM7$21<0.1%+7新進歷史
OPFIOppFi Inc.COM CL A2$23<0.1%00.0%不變歷史
MOGUMOGU Inc.SPON ADS7$24<0.1%+7新進歷史
FBLGFibroBiologics, Inc.COM SHS52$28<0.1%−70−57.4%減碼歷史
TTECTTEC Holdings, Inc.COM9$30<0.1%+9新進歷史
TTSHTile Shop Holdings, Inc.COM5$30<0.1%00.0%不變歷史
CMCMCheetah Mobile Inc.ADR4$32<0.1%+4新進歷史
PPBTPurple Biotech Ltd.SPONSORED ADS56$32<0.1%+40+250.0%加碼歷史
MBAIMBody AI Ltd.SHS15$32<0.1%00.0%不變歷史
ULYXUrgent.ly Inc.COM10$32<0.1%00.0%不變歷史
PDEXPro Dex IncCOM NEW1$34<0.1%+1新進歷史
UXINUxin LtdSPONSORED ADS11$38<0.1%+11新進歷史
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q1$39<0.1%−254−99.6%減碼–
PNBKPatriot National Bancorp IncCOM NEW30$39<0.1%+30新進歷史
HFFGHF Foods Group Inc.COM15$41<0.1%−11−42.3%減碼歷史
STRSStratus Properties IncCOM NEW2$42<0.1%00.0%不變歷史
TWOAtwoCOM CL A9$42<0.1%+9新進歷史
CANFCan-Fite BioPharma Ltd.SPONSORED ADR68$42<0.1%+68新進歷史
AKTXAkari Therapeutics PlcSPONSORED ADR44$44<0.1%−4,333−99.0%減碼歷史
SEI Exchange Traded Funds81589A205QIM US LARGE CAP1$45<0.1%−521−99.8%減碼–
FXNCFirst National CorpCOM2$45<0.1%+2新進歷史
PRPLPurple Innovation, Inc.COM48$45<0.1%−230−82.7%減碼歷史
XBITXBiotech Inc.COM17$45<0.1%−14−45.2%減碼歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS6$46<0.1%+6新進歷史
IMMPIMMUTEP LtdSPONSORED ADS26$46<0.1%+26新進歷史
BSETBassett Furniture Industries IncCOM3$47<0.1%+3新進歷史
HQIHireQuest, Inc.COM5$48<0.1%+3+150.0%加碼歷史
HTZWWHertz Global Holdings, IncCommon Stock13$48<0.1%00.0%不變歷史
GERNGeron CorpCOM36$49<0.1%−1,579−97.8%減碼歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF1$51<0.1%00.0%不變–
ICHRIchor Holdings, Ltd.SHS3$53<0.1%−141−97.9%減碼歷史
CIACitizens, Inc.CL A10$53<0.1%+10新進歷史
LFTLument Finance Trust, Inc.COM26$53<0.1%+26新進歷史
VRMVroom, Inc.COM NEW2$54<0.1%+2新進歷史
MPTIM-tron Industries, Inc.COM1$55<0.1%+1新進歷史
CRBUCaribou Biosciences, Inc.COM24$56<0.1%−525−95.6%減碼歷史
HCKTHackett Group, Inc.COM3$57<0.1%−11−78.6%減碼歷史
WOLFWolfspeed, Inc.COMMON STOCK2$57<0.1%+2新進歷史
LVWRLiveWire Group, Inc.COM12$57<0.1%00.0%不變歷史
MLTXMoonLake ImmunotherapeuticsCLASS A ORD8$57<0.1%+8新進歷史
TEADTeads Holding Co.COM36$59<0.1%−383−91.4%減碼歷史
SRBKSR Bancorp, Inc.COM4$60<0.1%+4新進歷史
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL2$60<0.1%+2新進–
MAXNQMaxeon Solar Technologies, Ltd.Stock18$60<0.1%00.0%不變歷史
GUTSFractyl Health, Inc.COM39$62<0.1%−246−86.3%減碼歷史
MNSBMainStreet Bancshares, Inc.COM3$62<0.1%+3新進歷史
TLRYTilray Brands, Inc.COM CL 236$62<0.1%+36新進歷史
MRXMarex Group LtdORD2$67<0.1%+2新進歷史
ARLAmerican Realty Investors IncCOM4$67<0.1%−1−20.0%減碼歷史
JYNTJOINT CorpCOM7$67<0.1%−12−63.2%減碼歷史
ZVRAZevra Therapeutics, Inc.COM NEW7$67<0.1%−3−30.0%減碼歷史
BTDRBitdeer Technologies GroupCL A ORD SHS4$68<0.1%+4新進歷史
HOWLWerewolf Therapeutics, Inc.COM35$69<0.1%−132−79.0%減碼歷史
SUPVGrupo Supervielle S.A.SPONSORED ADR14$69<0.1%+14新進歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1$70<0.1%00.0%不變–
LPSNLiveperson IncCOM127$74<0.1%+127新進歷史
Victory Portfolios II92647N782VCSHS US 500 ENH1$77<0.1%00.0%不變–
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$77<0.1%+1新進–
TALKTalkspace, Inc.COM28$77<0.1%−81−74.3%減碼歷史

選擇權（3 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 3 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$213.2 萬–
Amazon Com Inc CLL Opt7746619XRStock–$6.59 萬
Alphabet Inc Cap STK6951179OIStock–$4.86 萬

2025 年第 2 季之後清倉（194 檔）

2025 年第 2 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 194 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$298.8 萬0.1%歷史
iShares Tr46436E619ESG ADVAN ETF7,363$32.1 萬<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$29.8 萬<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$28.1 萬<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$27.4 萬<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$27.1 萬<0.1%歷史
HESHess CorpStock1,874$26.0 萬<0.1%歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$25.3 萬<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$19.9 萬<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$16.9 萬<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$14.7 萬<0.1%–
JNPRJuniper Networks IncCOM3,649$14.6 萬<0.1%歷史
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$14.3 萬<0.1%–
ANSSAnsys IncCOM380$13.3 萬<0.1%歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$10.3 萬<0.1%–
SPTNSpartanNash CoCOM3,685$9.76 萬<0.1%歷史
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$9.38 萬<0.1%–
SKXSkechers USA IncCL A1,360$8.58 萬<0.1%歷史
ESGREnstar Group LTDSHS225$7.57 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM5,623$6.46 萬<0.1%歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.26 萬<0.1%歷史
CHXChampionX CorpCOM2,317$5.76 萬<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM6,037$5.49 萬<0.1%歷史
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$4.74 萬<0.1%–
AMEDAmedisys IncCOM475$4.67 萬<0.1%歷史
ProShares Tr74347R776ULTRA MATERIALS1,850$4.39 萬<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$4.28 萬<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$4.20 萬<0.1%–
BPMCBlueprint Medicines CorpCOM315$4.04 萬<0.1%歷史
PPBIPacific Premier Bancorp IncCOM1,903$4.01 萬<0.1%歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$3.92 萬<0.1%–
SNNRFSunrise Communications AGADS CL A587$3.32 萬<0.1%歷史
BRKLBrookline Bancorp IncCOM3,130$3.30 萬<0.1%歷史
SMLRSemler Scientific, Inc.COM750$2.91 萬<0.1%歷史
Global X FDS37954Y673US INFR DEV ETF659$2.87 萬<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$2.75 萬<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$2.73 萬<0.1%–
GMSGMS Inc.COM245$2.66 萬<0.1%歷史
AZEKAZEK Co Inc.CL A490$2.66 萬<0.1%歷史
SAGESage Therapeutics, Inc.COM2,782$2.54 萬<0.1%歷史
FLFoot Locker, Inc.COM995$2.44 萬<0.1%歷史
BASECouchbase, Inc.COM980$2.39 萬<0.1%歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX338$1.82 萬<0.1%–
VPGVishay Precision Group, Inc.COM540$1.52 萬<0.1%歷史
Chiron Real Estate Inc.37954A204COM NEW2,113$1.46 萬<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$1.36 萬<0.1%–
RCReady Capital CorpCOM3,028$1.32 萬<0.1%歷史
BOCBoston Omaha CorpStock929$1.30 萬<0.1%歷史
TGITriumph Group IncCOM494$1.27 萬<0.1%歷史
Paramount Global92556H107CL A526$1.21 萬<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$1.17 萬<0.1%歷史
Goldman Sachs ETF Tr38149W788CMN301$1.14 萬<0.1%–
EBTCEnterprise Bancorp IncCOM286$1.13 萬<0.1%歷史
STRSitio Royalties Corp.CLASS A COM602$1.11 萬<0.1%歷史
RDFNRedfin CorpCOM983$1.10 萬<0.1%歷史
American Centy ETF Tr025072174AVANTIS ALL INT149$9,731<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9,411<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,398<0.1%歷史
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9,080<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8,201<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7,874<0.1%–
UNITUniti Group Inc.COM1,791$7,738<0.1%歷史
Blueprint Chesapk MLT88636J873TFPN335$7,686<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7,435<0.1%–
RDUSRadius Recycling, Inc.CL A245$7,275<0.1%歷史
MCIBarings Corporate InvestorsCOM328$7,104<0.1%歷史
SWTXSpringWorks Therapeutics, Inc.COM150$7,049<0.1%歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6,766<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6,514<0.1%–
NVEENV5 Global, Inc.COM282$6,511<0.1%歷史
ITOSiTeos Therapeutics, Inc.COM636$6,341<0.1%歷史
EPACEnerpac Tool Group CorpCL A COM154$6,246<0.1%歷史
KLGWK Kellogg CoCOM389$6,202<0.1%歷史
YMABY-mAbs Therapeutics, Inc.COM1,265$5,705<0.1%歷史
Paramount Global92556H206CL B441$5,695<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5,594<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5,430<0.1%–
VCELVericel CorpCOM112$4,766<0.1%歷史
EVRIEveri Holdings Inc.COM329$4,686<0.1%歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4,571<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4,535<0.1%–
SHYFShyft Group, Inc.COM356$4,464<0.1%歷史
CKXCKX Lands, Inc.COM400$4,280<0.1%歷史
CRGXCARGO Therapeutics, Inc.COM862$3,551<0.1%歷史
INMDInMode Ltd.SHS234$3,379<0.1%歷史
GNTAGenenta Science S.p.A.SPONSORED ADS982$2,990<0.1%歷史
PLLPiedmont Lithium Inc.Stock483$2,811<0.1%歷史
ETWOE2open Parent Holdings, Inc.COM CL A865$2,794<0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2,720<0.1%歷史
Tidal Trust II88636J204RET STCKD GL STK84$2,202<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2,064<0.1%–
OLOOlo Inc.CL A213$1,896<0.1%歷史
BNTCBenitec Biopharma Inc.COM NEW148$1,732<0.1%歷史
HLVXHilleVax, Inc.COM836$1,663<0.1%歷史
SPDR Series Trust78468R804ST STR R1K LOWV9$1,571<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1,469<0.1%歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,402<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1,338<0.1%歷史
EOLSEvolus, Inc.COM145$1,335<0.1%歷史
FAROFaro Technologies IncCOM30$1,318<0.1%歷史