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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
WNCWabash National CorpCOM675$6,663<0.1%+118+21.2%加碼歷史
RYTMRhythm Pharmaceuticals, Inc.COM66$6,666<0.1%+1+1.5%加碼歷史
SOCSable Offshore Corp.COM SHS383$6,686<0.1%−129−25.2%減碼歷史
MRTNMarten Transport LtdCOM628$6,694<0.1%−749−54.4%減碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,703<0.1%00.0%不變–
FMBHFirst Mid Bancshares, Inc.COM177$6,705<0.1%+31+21.2%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF30$6,710<0.1%00.0%不變–
INVXInnovex International, Inc.COM363$6,730<0.1%+138+61.3%加碼歷史
TBPHTheravance Biopharma, Inc.COM461$6,730<0.1%+173+60.1%加碼歷史
DCHDauch CorpCOM1,126$6,767<0.1%+114+11.3%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW262$6,778<0.1%+91+53.2%加碼歷史
OCSLOaktree Specialty Lending CorpCOM520$6,786<0.1%+518+25,900.0%加碼歷史
TDUPThredUp Inc.CL A718$6,786<0.1%−2,459−77.4%減碼歷史
EXTRExtreme Networks IncCOM329$6,794<0.1%−17−4.9%減碼歷史
CUBICustomers Bancorp, Inc.COM104$6,798<0.1%+19+22.4%加碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6,821<0.1%00.0%不變–
AMPLAmplitude, Inc.Stock638$6,839<0.1%+502+369.1%加碼歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG205$6,873<0.1%+69+50.7%加碼歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER107$6,875<0.1%00.0%不變–
SAFESafehold Inc.COM445$6,893<0.1%+138+45.0%加碼歷史
GICGlobal Industrial CoCOM188$6,894<0.1%+37+24.5%加碼歷史
iShares Tr464288794US BR DEL SE ETF39$6,898<0.1%00.0%不變–
BELFBBel Fuse IncCL B49$6,910<0.1%00.0%不變歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6,923<0.1%00.0%不變–
PGCPeapack Gladstone Financial CorpCOM251$6,927<0.1%+152+153.5%加碼歷史
HROWHarrow, Inc.COM144$6,938<0.1%+15+11.6%加碼歷史
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6,956<0.1%00.0%不變–
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6,960<0.1%00.0%不變–
PPTAPerpetua Resources Corp.COM345$6,979<0.1%−193−35.9%減碼歷史
BRKRBruker CorpCOM216$7,020<0.1%−2,554−92.2%減碼歷史
ALNTAllient IncCOM157$7,026<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW579$7,029<0.1%+410+242.6%加碼歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,264$7,065<0.1%−1,525−54.7%減碼歷史
Invesco Actively Managed Exc46090A101ACTIVE US REAL76$7,084<0.1%−14−15.6%減碼–
TRIPTripAdvisor, Inc.COM436$7,090<0.1%−520−54.4%減碼歷史
HTLDHeartland Express IncCOM854$7,156<0.1%+592+226.0%加碼歷史
ATENA10 Networks, Inc.Stock395$7,169<0.1%−25−6.0%減碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7,190<0.1%00.0%不變–
FIZZNational Beverage CorpCOM195$7,200<0.1%−108−35.6%減碼歷史
RNWReNew Energy Global plcCL A SHS938$7,223<0.1%−1,626−63.4%減碼歷史
STGSunlands Technology GroupSPONSRD ADS NEW908$7,264<0.1%−28−3.0%減碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW381$7,280<0.1%−71−15.7%減碼歷史
NVTSNavitas Semiconductor CorpCOM1,011$7,299<0.1%−276−21.4%減碼歷史
AUBNAuburn National Bancorporation, IncCOM270$7,320<0.1%00.0%不變歷史
HCMHUTCHMED (China) LtdSPONSORED ADS465$7,324<0.1%+140+43.1%加碼歷史
TEOTelecom Argentina SASPON ADR REP B1,016$7,386<0.1%+735+261.6%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK561$7,388<0.1%+192+52.0%加碼歷史
BULLWebull CorpORD SHS500$7,395<0.1%+500新進歷史
IDYAIDEAYA Biosciences, Inc.COM272$7,401<0.1%−14−4.9%減碼歷史
MSGEMadison Square Garden Entertainment Corp.COM CL A164$7,419<0.1%+38+30.2%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$7,451<0.1%00.0%不變–
iShares Tr464288109MORNINGSTAR VALU83$7,472<0.1%00.0%不變–
USBCUSBC, Inc.COM NEW5,583$7,481<0.1%+2,973+113.9%加碼歷史
ODPODP CorpCOM269$7,492<0.1%−719−72.8%減碼歷史
ARDTArdent Health, Inc.COM566$7,500<0.1%+535+1,725.8%加碼歷史
INTAIntapp, Inc.COM185$7,566<0.1%−72−28.0%減碼歷史
CERSCerus CorpCOM4,770$7,584<0.1%−222−4.4%減碼歷史
HDSNHudson Technologies IncCOM764$7,586<0.1%+47+6.6%加碼歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$7,639<0.1%00.0%不變–
PLABPhotronics IncCOM333$7,642<0.1%+42+14.4%加碼歷史
BZHBeazer Homes USA IncCOM NEW312$7,659<0.1%−5−1.6%減碼歷史
FAFirst Advantage CorpCOM498$7,664<0.1%−71−12.5%減碼歷史
FCFranklin Covey CoCOM395$7,667<0.1%−14−3.4%減碼歷史
ONITOnity Group Inc.COM NEW193$7,712<0.1%+22+12.9%加碼歷史
QBTSD-Wave Quantum Inc.Stock313$7,734<0.1%+53+20.4%加碼歷史
RNGRingCentral, Inc.CL A274$7,765<0.1%+107+64.1%加碼歷史
FOXFFox Factory Holding CorpCOM320$7,773<0.1%−16−4.8%減碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 101,083$7,776<0.1%+191+21.4%加碼歷史
GCMGGCM Grosvenor Inc.COM CL A646$7,797<0.1%−29−4.3%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX32$7,811<0.1%00.0%不變–
BLMNBloomin' Brands, Inc.COM1,092$7,829<0.1%−668−38.0%減碼歷史
JELDJELD-WEN Holding, Inc.COM1,603$7,871<0.1%+837+109.3%加碼歷史
CSANCosan S.A.ADS1,713$7,880<0.1%−2,127−55.4%減碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF300$7,890<0.1%00.0%不變–
ZUMZZumiez IncCOM403$7,903<0.1%−683−62.9%減碼歷史
BROSDutch Bros Inc.CL A151$7,904<0.1%−285−65.4%減碼歷史
MNROMonro, Inc.COM440$7,907<0.1%+41+10.3%加碼歷史
Zeekr Intelligent Technology98923K103SPON ADS261$7,955<0.1%+261新進–
iShares Tr46435G524INTL DIV GRWTH100$7,967<0.1%00.0%不變–
MLKNMillerknoll, Inc.COM450$7,983<0.1%−494−52.3%減碼歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$7,983<0.1%00.0%不變–
iShares Tr464288174GL TIMB FORE ETF109$8,010<0.1%00.0%不變–
NXRTNexPoint Residential Trust, Inc.COM249$8,023<0.1%+143+134.9%加碼歷史
GTLBGitlab Inc.CLASS A COM178$8,025<0.1%+44+32.8%加碼歷史
AUPHAurinia Pharmaceuticals Inc.COM727$8,034<0.1%+319+78.2%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN187$8,050<0.1%00.0%不變–
PAYSPaysign, Inc.COM1,288$8,102<0.1%+89+7.4%加碼歷史
CXCemex SAB de CVSPON ADR NEW902$8,109<0.1%+136+17.8%加碼歷史
MOMOHello Group Inc.ADS1,096$8,133<0.1%00.0%不變歷史
DECDiversified Energy CoSHS NEW581$8,140<0.1%+99+20.5%加碼歷史
TBCHTurtle Beach CorpCOM NEW512$8,141<0.1%+3+0.6%加碼歷史
YELPYelp IncCL A261$8,143<0.1%−262−50.1%減碼歷史
TCBXThird Coast Bancshares, Inc.COM215$8,164<0.1%−323−60.0%減碼歷史
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8,171<0.1%+250新進–
CNDTCONDUENT IncCOM2,919$8,173<0.1%−555−16.0%減碼歷史
SPDR Series Trust78464A656ST STR TIPS ETF311$8,184<0.1%+242+350.7%加碼–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$8,184<0.1%−148−55.8%減碼–
BURBurford Capital LtdORD SHS685$8,193<0.1%−193−22.0%減碼歷史
RCKTRocket Pharmaceuticals, Inc.COM2,514$8,196<0.1%+915+57.2%加碼歷史
BCRXBiocryst Pharmaceuticals IncCOM1,082$8,213<0.1%−1,183−52.2%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