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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
BKDBrookdale Senior Living Inc.COM647$5,480<0.1%+337+108.7%加碼歷史
TNETTrinet Group, Inc.COM82$5,485<0.1%+2+2.5%加碼歷史
CXWCoreCivic, Inc.COM270$5,495<0.1%−8−2.9%減碼歷史
HELEHelen of Troy LtdStock219$5,518<0.1%−166−43.1%減碼歷史
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV100$5,522<0.1%+100新進–
iShares Inc464286749MSCI SWITZERLAND100$5,524<0.1%00.0%不變–
AURAurora Innovation, Inc.CLASS A COM1,026$5,531<0.1%+103+11.2%加碼歷史
VSHVishay Intertechnology IncCOM362$5,539<0.1%+200+123.5%加碼歷史
ETHWBitwise Ethereum ETFSHS186$5,547<0.1%+186新進歷史
RALRalliant CorpStock127$5,553<0.1%−615−82.9%減碼歷史
SPFISouth Plains Financial, Inc.COM144$5,565<0.1%−154−51.7%減碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$5,573<0.1%00.0%不變–
ANIPAni Pharmaceuticals IncCOM61$5,588<0.1%+3+5.2%加碼歷史
ADVAdvantage Solutions Inc.COM CL A3,654$5,590<0.1%−1,501−29.1%減碼歷史
RGPResources Connection, Inc.COM1,109$5,600<0.1%−2,002−64.4%減碼歷史
KALVKalVista Pharmaceuticals, Inc.COM461$5,615<0.1%+12+2.7%加碼歷史
HPKHighPeak Energy, Inc.COM795$5,621<0.1%−1,486−65.1%減碼歷史
HOVHovnanian Enterprises IncCL A NEW44$5,653<0.1%−3−6.4%減碼歷史
FRHCFreedom Holding Corp.COM33$5,681<0.1%+10+43.5%加碼歷史
ECVTEcovyst Inc.COM649$5,686<0.1%+191+41.7%加碼歷史
APLDApplied Digital Corp.COM NEW248$5,689<0.1%+49+24.6%加碼歷史
FIGSFIGS, Inc.CL A854$5,713<0.1%+354+70.8%加碼歷史
APEIAmerican Public Education IncStock145$5,723<0.1%+51+54.3%加碼歷史
iShares Tr4642874571 3 YR TREAS BD69$5,724<0.1%−69−50.0%減碼–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$5,742<0.1%00.0%不變–
HRZNHorizon Technology Finance CorpCOM943$5,755<0.1%+282+42.7%加碼歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100161$5,759<0.1%00.0%不變–
MLYSMineralys Therapeutics, Inc.COM152$5,763<0.1%−205−57.4%減碼歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5,773<0.1%00.0%不變–
USACUSA Compression Partners, LPCOMUNIT LTDPAR242$5,815<0.1%−233−49.1%減碼歷史
VNDAVanda Pharmaceuticals Inc.COM1,166$5,818<0.1%+1,056+960.0%加碼歷史
BCAXBicara Therapeutics Inc.COM369$5,827<0.1%+291+373.1%加碼歷史
UPBUpstream Bio, Inc.COM310$5,831<0.1%+1+0.3%加碼歷史
OFLXOmega Flex, Inc.COM187$5,832<0.1%+110+142.9%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP125$5,866<0.1%00.0%不變–
LZBLa-Z-Boy IncCOM171$5,869<0.1%−730−81.0%減碼歷史
ALGTAllegiant Travel COCOM97$5,894<0.1%00.0%不變歷史
AIRSAirsculpt Technologies, Inc.COM736$5,902<0.1%00.0%不變歷史
Curevac N VN2451R105COM1,095$5,902<0.1%00.0%不變–
CGEMCullinan Therapeutics, Inc.COM996$5,906<0.1%+645+183.8%加碼歷史
TIPTTiptree Inc.COM309$5,924<0.1%−113−26.8%減碼歷史
RCUSArcus Biosciences, Inc.COM437$5,944<0.1%+133+43.8%加碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A139$5,948<0.1%−96−40.9%減碼歷史
ZLABZai Lab LtdADR176$5,965<0.1%+14+8.6%加碼歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,988<0.1%00.0%不變–
BLBlackline, Inc.COM113$6,000<0.1%−115−50.4%減碼歷史
WTTRSelect Water Solutions, Inc.CL A COM567$6,061<0.1%+352+163.7%加碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC238$6,071<0.1%00.0%不變–
HTGCHercules Capital, Inc.COM322$6,083<0.1%00.0%不變歷史
WYHGWing Yip Food Holdings Group LtdADS4,723$6,093<0.1%+4,399+1,357.7%加碼歷史
Avidity Biosciences, Inc.05370A108COM140$6,101<0.1%+6+4.5%加碼–
AHCOAdaptHealth Corp.COMMON STOCK682$6,104<0.1%−211−23.6%減碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS982$6,108<0.1%00.0%不變歷史
BNTXBioNTech SESPONSORED ADS62$6,115<0.1%+5+8.8%加碼歷史
CCChemours CoStock387$6,132<0.1%+199+105.9%加碼歷史
VSXYVictoria's Secret & Co.COMMON STOCK226$6,134<0.1%−186−45.1%減碼歷史
GPRKGeoPark LtdUSD SHS964$6,141<0.1%−10−1.0%減碼歷史
CWANClearwater Analytics Holdings, Inc.CL A341$6,145<0.1%+211+162.3%加碼歷史
LZMLifezone Metals LtdORD SHS1,124$6,159<0.1%+589+110.1%加碼歷史
LILAKLiberty Latin America Ltd.COM CL C730$6,161<0.1%−1,246−63.1%減碼歷史
RVMDRevolution Medicines, Inc.COM132$6,165<0.1%+95+256.8%加碼歷史
RXORXO, Inc.COMMON STOCK401$6,167<0.1%+154+62.3%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6,171<0.1%00.0%不變歷史
SESSES AI CorpCL A COM3,703$6,184<0.1%−2,732−42.5%減碼歷史
CTKBCytek Biosciences, Inc.COM1,785$6,194<0.1%+5+0.3%加碼歷史
MCBSMetroCity Bankshares, Inc.COM224$6,202<0.1%−206−47.9%減碼歷史
IRSIrsa Investments & Representations IncGLOBL DEP RCPT524$6,204<0.1%−12−2.2%減碼歷史
Global X FDS37954Y293GLB X MLP ENRG I99$6,208<0.1%−175−63.9%減碼–
PZZAPapa Johns International IncStock129$6,223<0.1%−2−1.5%減碼歷史
Ssga Active Tr78470P309ST STR MARKE ETF142$6,224<0.1%−23−13.9%減碼–
UTMDUtah Medical Products IncCOM99$6,234<0.1%−135−57.7%減碼歷史
CIVBCivista Bancshares, Inc.COM NO PAR307$6,236<0.1%−20−6.1%減碼歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF127$6,247<0.1%+103+429.2%加碼–
GCTGigaCloud Technology IncStock220$6,248<0.1%+11+5.3%加碼歷史
NKTRNektar TherapeuticsCOM110$6,259<0.1%−700−86.4%減碼歷史
CRSRCorsair Gaming, Inc.COM702$6,262<0.1%−178−20.2%減碼歷史
iShares Tr46435G474FALN ANGLS USD227$6,304<0.1%+2+0.9%加碼–
AGLagilon health, inc.COM6,127$6,311<0.1%−654−9.6%減碼歷史
VIRVir Biotechnology, Inc.COM1,107$6,321<0.1%−441−28.5%減碼歷史
iShares Inc464286202MSCI AUSTRIA ETF204$6,322<0.1%00.0%不變–
NAGENiagen Bioscience, Inc.COM NEW678$6,326<0.1%−341−33.5%減碼歷史
iShares Tr464288489INTL DEV RE ETF275$6,332<0.1%00.0%不變–
QUREuniQure N.V.SHS109$6,362<0.1%00.0%不變歷史
GNKGenco Shipping & Trading LtdSHS358$6,373<0.1%+195+119.6%加碼歷史
AIPArteris, Inc.COM634$6,403<0.1%+4+0.6%加碼歷史
UISUnisys CorpCOM NEW1,643$6,408<0.1%−1,383−45.7%減碼歷史
USOUnited States Oil Fund, LPUNITS87$6,416<0.1%00.0%不變歷史
Fidelity Covington Trust316092162DISRU COMMU ETF130$6,441<0.1%00.0%不變–
HYHyster-Yale, Inc.CL A175$6,451<0.1%−13−6.9%減碼歷史
RWTRedwood Trust IncCOM1,115$6,456<0.1%+29+2.7%加碼歷史
JBSJBS N.V.ADR433$6,464<0.1%−1,534−78.0%減碼歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE455$6,466<0.1%−1−0.2%減碼–
WALDWaldencast plcCOMMON STOCK3,267$6,469<0.1%+2,038+165.8%加碼歷史
GOLDGold.com, Inc.COM251$6,493<0.1%−385−60.5%減碼歷史
CCOICogent Communications Holdings, Inc.COM NEW170$6,520<0.1%+93+120.8%加碼歷史
KVYOKlaviyo, Inc.COM SER A237$6,561<0.1%+29+13.9%加碼歷史
WULFTerawulf Inc.COM576$6,578<0.1%+23+4.2%加碼歷史
PRGSProgress Software CorpCOM150$6,590<0.1%−382−71.8%減碼歷史
HAPNHappen, Inc.COM NEW434$6,593<0.1%+369+567.7%加碼歷史
NEONeogenomics IncCOM NEW862$6,655<0.1%−65−7.0%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