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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
Alps ETF Tr00162Q726BARRONS 400 ETF41$3,352<0.1%−87−68.0%減碼–
FRSTPrimis Financial Corp.COM319$3,353<0.1%−965−75.2%減碼歷史
SFIXStitch Fix, Inc.Stock772$3,358<0.1%+352+83.8%加碼歷史
STRWStrawberry Fields REIT, Inc.COM273$3,358<0.1%+273新進歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A1,174$3,370<0.1%+321+37.6%加碼歷史
ACELAccel Entertainment, Inc.COM CL A1305$3,376<0.1%−55−15.3%減碼歷史
SLDPSolid Power, Inc.CLASS A COM975$3,384<0.1%−67−6.4%減碼歷史
ATKRAtkore Inc.COM54$3,388<0.1%−187−77.6%減碼歷史
ZIPZiprecruiter, Inc.CL A805$3,397<0.1%−1,437−64.1%減碼歷史
RXSTRxSight, Inc.COM378$3,398<0.1%+321+563.2%加碼歷史
CTOSCustom Truck One Source, Inc.COM CL A530$3,403<0.1%00.0%不變歷史
RAPPRapport Therapeutics, Inc.COM115$3,416<0.1%+30+35.3%加碼歷史
RRGBRed Robin Gourmet Burgers IncCOM500$3,430<0.1%00.0%不變歷史
PKSTPeakstone Realty TrustCommon Stock262$3,438<0.1%−36−12.1%減碼歷史
SRIStoneridge IncCOM454$3,460<0.1%−599−56.9%減碼歷史
CPSCooper-Standard Holdings Inc.COM94$3,472<0.1%00.0%不變歷史
CTSCTS CorpCOM87$3,475<0.1%+55+171.9%加碼歷史
PARPar Technology CorpCOM88$3,483<0.1%−26−22.8%減碼歷史
RDNTRadNet, Inc.COM46$3,506<0.1%+24+109.1%加碼歷史
TARSTarsus Pharmaceuticals, Inc.COM59$3,506<0.1%−10−14.5%減碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS43$3,512<0.1%−55−56.1%減碼歷史
LILALiberty Latin America Ltd.COM CL A424$3,515<0.1%−838−66.4%減碼歷史
ALECAlector, Inc.COM1,188$3,517<0.1%+939+377.1%加碼歷史
ENLTEnlight Renewable Energy Ltd.SHS113$3,521<0.1%−532−82.5%減碼歷史
ORICOric Pharmaceuticals, Inc.COM295$3,540<0.1%+3+1.0%加碼歷史
KCKingsoft Cloud Holdings LtdADS238$3,551<0.1%+14+6.3%加碼歷史
OSUROrasure Technologies IncCOM1,108$3,557<0.1%+1,005+975.7%加碼歷史
AUDCAudiocodes LtdORD375$3,570<0.1%00.0%不變歷史
ESQEsquire Financial Holdings, Inc.COM35$3,572<0.1%−72−67.3%減碼歷史
DENNDENNY'S CorpCOM684$3,577<0.1%−163−19.2%減碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS267$3,591<0.1%+6+2.3%加碼歷史
MCRIMonarch Casino & Resort IncCOM34$3,599<0.1%00.0%不變歷史
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,614<0.1%00.0%不變–
CURBCurbline Properties Corp.COM163$3,635<0.1%−4−2.4%減碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,646<0.1%00.0%不變–
Matthews Asia FDS577125818EMER MKTS EQUITY101$3,661<0.1%00.0%不變–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD141$3,664<0.1%−70−33.2%減碼–
NKTXNkarta, Inc.COM1,771$3,667<0.1%+3+0.2%加碼歷史
AVNWAviat Networks, Inc.COM NEW160$3,669<0.1%−48−23.1%減碼歷史
SBSafe Bulkers, Inc.COM828$3,677<0.1%−1,478−64.1%減碼歷史
DAVAEndava plcADS407$3,704<0.1%−1,502−78.7%減碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW260$3,726<0.1%+139+114.9%加碼歷史
PLYMPlymouth Industrial REIT, Inc.COM168$3,758<0.1%+44+35.5%加碼歷史
UVEUniversal Insurance Holdings, Inc.COM143$3,761<0.1%−238−62.5%減碼歷史
VSTMVerastem, Inc.COM NEW426$3,762<0.1%−24−5.3%減碼歷史
FSUNFirstsun Capital BancorpCOM97$3,763<0.1%+97新進歷史
ALITAlight, Inc. / DelawareCOM CL A1,155$3,765<0.1%−4,046−77.8%減碼歷史
MTSRMetsera, Inc.COM72$3,768<0.1%+21+41.2%加碼歷史
RPDRapid7, Inc.COM201$3,769<0.1%+175+673.1%加碼歷史
ADCTADC Therapeutics SASHS947$3,788<0.1%+83+9.6%加碼歷史
KROSKeros Therapeutics, Inc.COM240$3,797<0.1%+190+380.0%加碼歷史
JANXJanux Therapeutics, Inc.COM156$3,813<0.1%+16+11.4%加碼歷史
BAKBraskem SASP ADR PFD A1,576$3,814<0.1%+1,500+1,973.7%加碼歷史
EZETFranklin Ethereum TrustETHEREUM ETF121$3,814<0.1%00.0%不變歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X84$3,818<0.1%00.0%不變–
IPXIPERIONX LtdSPONSORED ADS78$3,849<0.1%−14−15.2%減碼歷史
HSAIHesai GroupSPONSORED ADS137$3,850<0.1%+137新進歷史
AEBIAebi Schmidt Holding AGCOM309$3,853<0.1%+309新進歷史
MAZEMaze Therapeutics, Inc.COM149$3,864<0.1%+35+30.7%加碼歷史
KAIKadant IncCOM13$3,868<0.1%+4+44.4%加碼歷史
GLDDGreat Lakes Dredge & Dock CORPCOM326$3,908<0.1%+13+4.2%加碼歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT671$3,912<0.1%00.0%不變歷史
ZNTLZentalis Pharmaceuticals, Inc.COM2,593$3,915<0.1%+243+10.3%加碼歷史
SHENShenandoah Telecommunications CoCOM292$3,919<0.1%00.0%不變歷史
PHLTPerformant Healthcare IncCOM507$3,919<0.1%+2+0.4%加碼歷史
FIVNFive9, Inc.COM163$3,945<0.1%+112+219.6%加碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD59$3,946<0.1%+1+1.7%加碼–
NEXNNexxen International Ltd.SHS NEW427$3,950<0.1%00.0%不變歷史
SHOEShoe Station Group IncCOM190$3,950<0.1%−332−63.6%減碼歷史
AFCGAdvanced Flower Capital Inc.COM1,038$3,976<0.1%+403+63.5%加碼歷史
CECOCeco Environmental CorpCOM78$3,994<0.1%00.0%不變歷史
BBARBanco BBVA Argentina S.A.SPONSORED ADS482$4,010<0.1%−67−12.2%減碼歷史
Global X FDS37954Y780INTERNET OF THNG103$4,022<0.1%00.0%不變–
KRUSKura Sushi USA, Inc.CL A COM68$4,040<0.1%00.0%不變歷史
HNVRHanover Bancorp, Inc.COM NEW180$4,041<0.1%+4+2.3%加碼歷史
IASIntegral Ad Science Holding Corp.COM398$4,048<0.1%−628−61.2%減碼歷史
CBNKCapital Bancorp IncCOM127$4,051<0.1%−4−3.1%減碼歷史
SFSTSouthern First Bancshares IncCOM92$4,059<0.1%+6+7.0%加碼歷史
IOTSamsara Inc.Stock109$4,060<0.1%−15−12.1%減碼歷史
PUMPProPetro Holding Corp.COM775$4,061<0.1%−2,017−72.2%減碼歷史
NGNovagold Resources IncCOM NEW464$4,083<0.1%−1,594−77.5%減碼歷史
INODInnodata IncCOM NEW53$4,085<0.1%−46−46.5%減碼歷史
VIKViking Holdings LtdORD SHS66$4,102<0.1%−23−25.8%減碼歷史
TRMDTORM plcSHS CL A199$4,103<0.1%+117+142.7%加碼歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW568$4,112<0.1%+215+60.9%加碼歷史
SEMSelect Medical Holdings CorpCOM321$4,122<0.1%−219−40.6%減碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF154$4,150<0.1%−235−60.4%減碼–
MLCOMelco Resorts & Entertainment LTDADR453$4,154<0.1%+4+0.9%加碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$4,198<0.1%00.0%不變–
Global X FDS37954Y657US PFD ETF216$4,205<0.1%−89−29.2%減碼–
SNAPSnap IncStock547$4,220<0.1%−1,484−73.1%減碼歷史
SPHRSphere Entertainment Co.CL A68$4,224<0.1%+33+94.3%加碼歷史
Kuke Music Hldg Ltd501229108SPONSORED ADS7,291$4,231<0.1%+974+15.4%加碼–
CANGCango Inc.ADS998$4,232<0.1%00.0%不變歷史
Elevation Series Trust210322731OPAL DIVID INCOM117$4,257<0.1%00.0%不變–
TNYATenaya Therapeutics, Inc.COM2,629$4,259<0.1%−6,031−69.6%減碼歷史
KRROKorro Bio, Inc.COM89$4,262<0.1%+67+304.5%加碼歷史
BFSTBusiness First Bancshares, Inc.COM181$4,273<0.1%−1−0.5%減碼歷史
ASIXAdvanSix Inc.COM221$4,283<0.1%+23+11.6%加碼歷史
INNSummit Hotel Properties, Inc.COM782$4,293<0.1%−24−3.0%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