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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
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2,636<0.1%00.0%不變–
VGVenture Global, Inc.COM CL A186$2,639<0.1%+186新進歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2,641<0.1%00.0%不變–
Fidelity Covington Trust316092113ENHANCED LARGE71$2,646<0.1%00.0%不變–
ANGOAngiodynamics IncCOM237$2,648<0.1%−134−36.1%減碼歷史
AMPHAmphastar Pharmaceuticals, Inc.COM100$2,665<0.1%−159−61.4%減碼歷史
FATEFate Therapeutics IncCOM2,117$2,668<0.1%+879+71.0%加碼歷史
ASANAsana, Inc.CL A201$2,685<0.1%−196−49.4%減碼歷史
First Trust Cloud Computing ETF33734X192ETF20$2,688<0.1%00.0%不變–
PRKSUnited Parks & Resorts Inc.COM52$2,689<0.1%00.0%不變歷史
DOMOHuckleberry.ai, Inc.Stock170$2,693<0.1%−109−39.1%減碼歷史
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2,702<0.1%+163+58.8%加碼歷史
AUTLAutolus Therapeutics plcSPON ADS1,665$2,714<0.1%+101+6.5%加碼歷史
XPERXperi Inc.COMMON STOCK419$2,715<0.1%+294+235.2%加碼歷史
TVTXTravere Therapeutics, Inc.COM114$2,725<0.1%+81+245.5%加碼歷史
SMRTSmartRent, Inc.COM CL A1,948$2,747<0.1%−3,526−64.4%減碼歷史
EVEXEve Holding, Inc.COM722$2,750<0.1%−85−10.5%減碼歷史
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS375$2,764<0.1%−110−22.7%減碼歷史
PMLPIMCO Municipal Income Fund IICOM350$2,769<0.1%00.0%不變歷史
NVAXNovavax IncCOM NEW321$2,783<0.1%+21+7.0%加碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM67$2,790<0.1%−36−35.0%減碼歷史
TRTXTPG RE Finance Trust, Inc.COM327$2,800<0.1%+65+24.8%加碼歷史
KRMNKarman Holdings Inc.COMMON STOCK39$2,816<0.1%+39新進歷史
KODKEastman Kodak CoCOM NEW440$2,821<0.1%+36+8.9%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM529$2,841<0.1%+91+20.8%加碼歷史
AKROAkero Therapeutics, Inc.COM60$2,849<0.1%−27−31.0%減碼歷史
iShares Tr464287796U.S. ENERGY ETF60$2,858<0.1%−19−24.1%減碼–
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2,875<0.1%00.0%不變–
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW228$2,884<0.1%−102−30.9%減碼歷史
NATRNatures Sunshine Products IncCOM186$2,887<0.1%+95+104.4%加碼歷史
BFLYButterfly Network, Inc.COM CL A1,500$2,895<0.1%+1,500新進歷史
QTWOQ2 Holdings, Inc.COM40$2,896<0.1%−21−34.4%減碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,898<0.1%00.0%不變–
GLIBKLiberty Capital CorpSER C GCI GROUP78$2,907<0.1%+78新進歷史
BHBiglari Holdings Inc.COM STK CL B9$2,913<0.1%00.0%不變歷史
SBGISinclair, Inc.CL A193$2,915<0.1%−539−73.6%減碼歷史
ANROAlto Neuroscience, Inc.COM SHS725$2,915<0.1%+101+16.2%加碼歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS44$2,923<0.1%+1+2.3%加碼歷史
ASLEAerSale CorpCOM359$2,940<0.1%00.0%不變歷史
MTWManitowoc Co IncCOM NEW294$2,943<0.1%−286−49.3%減碼歷史
ARHSArhaus, Inc.COM CL A277$2,944<0.1%−12−4.2%減碼歷史
AFYAAfya LtdCL A COM190$2,964<0.1%−96−33.6%減碼歷史
NMFCNew Mountain Finance CorpCOM308$2,969<0.1%00.0%不變歷史
IDTIdt CorpCL B NEW57$2,982<0.1%+2+3.6%加碼歷史
CATXPerspective Therapeutics, Inc.COM NEW871$2,987<0.1%00.0%不變歷史
LRMRLarimar Therapeutics, Inc.COM925$2,988<0.1%+191+26.0%加碼歷史
MGRMMonogram Technologies Inc.COM511$3,000<0.1%00.0%不變歷史
HRMYHarmony Biosciences Holdings, Inc.COM109$3,004<0.1%−193−63.9%減碼歷史
PIMCO ETF Tr72201R619PREFERRED AND CP58$3,004<0.1%−59−50.4%減碼–
MRUSMerus N.V.COM32$3,013<0.1%−14−30.4%減碼歷史
HNSTHonest Company, Inc.COM819$3,014<0.1%−248−23.2%減碼歷史
GHMGraham CorpCOM55$3,020<0.1%00.0%不變歷史
IMRXImmuneering CorpCLASS A COM432$3,024<0.1%+87+25.2%加碼歷史
HOFTHooker Furnishings CorpCOM298$3,024<0.1%−189−38.8%減碼歷史
TTAMTitan America SAStock203$3,033<0.1%+203新進歷史
ARRYArray Technologies, Inc.COM SHS373$3,040<0.1%+194+108.4%加碼歷史
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3,040<0.1%00.0%不變–
XOMAXOMA Royalty CorpCOM NEW79$3,045<0.1%00.0%不變歷史
OLPXOlaplex Holdings, Inc.COM2,326$3,047<0.1%+1,369+143.1%加碼歷史
AIRIAir Industries GroupCOM NEW977$3,058<0.1%+977新進歷史
HLLYHolley Inc.COM976$3,065<0.1%−187−16.1%減碼歷史
ALARAlarum Technologies Ltd.ADR205$3,071<0.1%+13+6.8%加碼歷史
MGPIMGP Ingredients IncCOM127$3,072<0.1%+29+29.6%加碼歷史
BKVBKV CorpCOM133$3,076<0.1%00.0%不變歷史
OTLYOatly Group ABSPONSORED ADS190$3,078<0.1%+190新進歷史
SNBRQSleep Number CorpCOM439$3,081<0.1%−63−12.5%減碼歷史
FUBOFuboTV Inc.COM745$3,091<0.1%+221+42.2%加碼歷史
iShares Inc464286400MSCI BRAZIL ETF100$3,100<0.1%00.0%不變–
ZIMVZimVie Inc.Stock164$3,107<0.1%+144+720.0%加碼歷史
VLGEAVillage Super Market IncCL A NEW83$3,108<0.1%−968−92.1%減碼歷史
ZYMEZymeworks Inc.COM182$3,109<0.1%+1+0.6%加碼歷史
First BK Williamstown New Je31931U102COM191$3,112<0.1%+44+29.9%加碼–
AIOTPowerfleet, Inc.COM596$3,123<0.1%−24−3.9%減碼歷史
CRTOCriteo S.A.SPONS ADS139$3,142<0.1%−507−78.5%減碼歷史
BXCBlueLinx Holdings Inc.COM NEW43$3,143<0.1%+10+30.3%加碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3,144<0.1%00.0%不變–
FVRRFiverr International Ltd.ORD SHS129$3,148<0.1%+23+21.7%加碼歷史
AOUTAmerican Outdoor Brands, Inc.COM363$3,151<0.1%+113+45.2%加碼歷史
LXULSB Industries, Inc.COM402$3,167<0.1%+34+9.2%加碼歷史
CHRSCoherus Oncology, Inc.COM1,935$3,173<0.1%−407−17.4%減碼歷史
DHDefinitive Healthcare Corp.CLASS A COM783$3,179<0.1%−75−8.7%減碼歷史
CNMDCONMED CorpCOM68$3,198<0.1%−153−69.2%減碼歷史
LINDLindblad Expeditions Holdings, Inc.Stock250$3,200<0.1%+19+8.2%加碼歷史
EVGOEVgo Inc.CL A COM679$3,212<0.1%+9+1.3%加碼歷史
CCNECNB Financial CorpCOM133$3,218<0.1%+33+33.0%加碼歷史
IFSIntercorp Financial Services Inc.SHS80$3,227<0.1%+80新進歷史
BILLBILL Holdings, Inc.Stock61$3,232<0.1%+8+15.1%加碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF57$3,240<0.1%−3−5.0%減碼–
CORZCore Scientific, Inc.COM181$3,247<0.1%+20+12.4%加碼歷史
Pgim ETF Tr69344A206ACTV HY BD ETF91$3,253<0.1%−2−2.2%減碼–
MASS908 Devices Inc.COM375$3,285<0.1%+199+113.1%加碼歷史
SLDBSolid Biosciences Inc.COM533$3,289<0.1%00.0%不變歷史
YQ17 Education & Technology Group Inc.SPONSORED ADR769$3,291<0.1%+82+11.9%加碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ24$3,293<0.1%00.0%不變–
TURBTurbo Energy, S.A.SPON ADS611$3,293<0.1%+611新進歷史
iShares Tr46435G334MSCI UK ETF NEW79$3,316<0.1%00.0%不變–
BSRRSierra BancorpCOM115$3,324<0.1%+27+30.7%加碼歷史
RBBRBB BancorpCOM178$3,339<0.1%+58+48.3%加碼歷史
CRONCronos Group Inc.COM1,204$3,347<0.1%−86−6.7%減碼歷史
SDGRSchrodinger, Inc.COM167$3,350<0.1%−52−23.7%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