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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
CALXCalix, IncCOM134$8,223<0.1%00.0%不變歷史
BLKBBlackbaud IncCOM128$8,231<0.1%+51+66.2%加碼歷史
USNAUsana Health Sciences IncCOM299$8,237<0.1%−118−28.3%減碼歷史
FLYWFlywire CorpCOM VTG610$8,260<0.1%+257+72.8%加碼歷史
EBEventbrite, Inc.COM CL A3,281$8,268<0.1%−272−7.7%減碼歷史
CIMChimera Investment CorpCOM SHS626$8,276<0.1%+310+98.1%加碼歷史
PENNPENN Entertainment, Inc.COM430$8,282<0.1%+119+38.3%加碼歷史
ABRArbor Realty Trust IncCOM680$8,300<0.1%00.0%不變歷史
MYRGMyr Group Inc.COM40$8,321<0.1%00.0%不變歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,347<0.1%00.0%不變歷史
PACSPACS Group, Inc.COM SHS608$8,348<0.1%−456−42.9%減碼歷史
LEUCentrus Energy CorpStock27$8,372<0.1%00.0%不變歷史
INGNInogen IncCOM1,025$8,374<0.1%−111−9.8%減碼歷史
NEXTNextDecade CorpCOM1,253$8,507<0.1%+577+85.4%加碼歷史
PLMRPalomar Holdings, Inc.Stock73$8,524<0.1%−1−1.4%減碼歷史
RYAMRayonier Advanced Materials Inc.COM1,186$8,563<0.1%+14+1.2%加碼歷史
WTBAWest Bancorporation IncCAP STK422$8,575<0.1%+34+8.8%加碼歷史
PRGPROG Holdings, Inc.Stock265$8,576<0.1%−293−52.5%減碼歷史
iShares Tr46432F875MRNGSTR INC ETF406$8,640<0.1%−363−47.2%減碼–
iShares Tr46435G250HIGH YLD SYSTM B181$8,660<0.1%−394−68.5%減碼–
NTGRNetgear, Inc.COM268$8,680<0.1%+127+90.1%加碼歷史
TALTAL Education GroupSPONSORED ADS775$8,681<0.1%+107+16.0%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW105$8,687<0.1%00.0%不變–
RHPRyman Hospitality Properties, Inc.COM97$8,690<0.1%−3−3.0%減碼歷史
LMNRLimoneira COCOM586$8,703<0.1%+89+17.9%加碼歷史
ENPHEnphase Energy, Inc.Stock246$8,706<0.1%+107+77.0%加碼歷史
STHOStar HoldingsSHS BEN INT1,058$8,707<0.1%+599+130.5%加碼歷史
VTSVitesse Energy, Inc.COMMON STOCK375$8,712<0.1%−1−0.3%減碼歷史
MGNIMagnite, Inc.COM401$8,734<0.1%−15−3.6%減碼歷史
REREATRenew Inc.SPONSORED ADS1,899$8,735<0.1%+159+9.1%加碼歷史
NNOXNano-X Imaging Ltd.ORD SHS2,363$8,743<0.1%−11−0.5%減碼歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$8,752<0.1%00.0%不變–
TRMLTourmaline Bio, Inc.COM183$8,753<0.1%+150+454.5%加碼歷史
LGIHLGI Homes, Inc.COM170$8,790<0.1%+87+104.8%加碼歷史
AORTArtivion, Inc.COM208$8,807<0.1%−6−2.8%減碼歷史
MSEXMiddlesex Water CoCOM163$8,822<0.1%+106+186.0%加碼歷史
CIOCity Office REIT, Inc.COM1,270$8,839<0.1%+111+9.6%加碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD3,288$8,845<0.1%+2,456+295.2%加碼歷史
CMRCCommerce.com, Inc.COM SER 11,779$8,877<0.1%+1,402+371.9%加碼歷史
CALYCallaway Golf CoCOM935$8,884<0.1%−1,939−67.5%減碼歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF180$8,891<0.1%−28−13.5%減碼–
PLURPluri Inc.COM2,000$8,959<0.1%00.0%不變歷史
HLFHerbalife Ltd.COM SHS1,068$9,014<0.1%+894+513.8%加碼歷史
OSPNOneSpan Inc.COM568$9,025<0.1%−120−17.4%減碼歷史
ACVAACV Auctions Inc.COM CL A911$9,028<0.1%+628+221.9%加碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR175$9,029<0.1%00.0%不變–
APPSDigital Turbine, Inc.COM NEW1,413$9,043<0.1%−34−2.3%減碼歷史
CCSIConsensus Cloud Solutions, Inc.COM308$9,046<0.1%−86−21.8%減碼歷史
WMKWeis Markets IncCOM126$9,055<0.1%−230−64.6%減碼歷史
HUTHut 8 Corp.COM261$9,085<0.1%00.0%不變歷史
GBDCGolub Capital BDC, Inc.COM666$9,117<0.1%+81+13.8%加碼歷史
Pacer FDS Tr69374H386DATA & DIGI REVO137$9,156<0.1%+137新進–
SLNOSoleno Therapeutics IncCOM136$9,193<0.1%+35+34.7%加碼歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS326$9,223<0.1%−128−28.2%減碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$9,227<0.1%00.0%不變–
EMBCEmbecta Corp.Stock654$9,228<0.1%+239+57.6%加碼歷史
NTLAIntellia Therapeutics, Inc.COM535$9,239<0.1%+73+15.8%加碼歷史
KOPKoppers Holdings Inc.COM330$9,240<0.1%−126−27.6%減碼歷史
SPDR Series Trust78464A292ST STR PFD ETF280$9,260<0.1%+280新進–
KENKenon Holdings Ltd.SHS205$9,260<0.1%00.0%不變歷史
MCSMarcus CorpCOM598$9,275<0.1%−414−40.9%減碼歷史
ESRTEmpire State Realty Trust, Inc.CL A1,212$9,284<0.1%−242−16.6%減碼歷史
iShares Tr464289446RUS TOP 200 ETF56$9,302<0.1%00.0%不變–
SERVServe Robotics Inc.COM800$9,304<0.1%+54+7.2%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US415$9,319<0.1%00.0%不變–
TFIITFI International Inc.COM106$9,350<0.1%−47−30.7%減碼歷史
LIFLife360, Inc.COM88$9,354<0.1%00.0%不變歷史
JLSNuveen Mortgage & Income FundCOM500$9,360<0.1%00.0%不變歷史
VACMarriott Vacations Worldwide CorpCOM141$9,385<0.1%+7+5.2%加碼歷史
CRCTCricut, Inc.COM CL A1,492$9,385<0.1%+674+82.4%加碼歷史
VREXVarex Imaging CorpCOM759$9,412<0.1%−249−24.7%減碼歷史
SNDXSyndax Pharmaceuticals IncCOM613$9,431<0.1%+599+4,278.6%加碼歷史
Fidelity MSCI Energy Index ETF316092402ETF382$9,452<0.1%+3+0.8%加碼–
APOGApogee Enterprises, Inc.COM217$9,455<0.1%−10−4.4%減碼歷史
TWITitan International IncCOM1,253$9,473<0.1%−267−17.6%減碼歷史
PCRXPacira BioSciences, Inc.COM368$9,484<0.1%−485−56.9%減碼歷史
LPROOpen Lending CorpCOM4,533$9,565<0.1%−215−4.5%減碼歷史
NCZVirtus Convertible & Income Fund IICOM NEW700$9,576<0.1%00.0%不變歷史
HKDAMTD Digital Inc.SPONSORED ADS5,321$9,578<0.1%+3,751+238.9%加碼歷史
LQDALiquidia CorpCOM NEW422$9,596<0.1%−163−27.9%減碼歷史
ONLOrion Properties Inc.REIT3,564$9,622<0.1%−14,102−79.8%減碼歷史
iShares Tr46432F859CORE 1 5 YR USD197$9,634<0.1%+196+19,600.0%加碼–
UDMYUdemy, Inc.COM1,375$9,639<0.1%−20−1.4%減碼歷史
PTONPeloton Interactive, Inc.CL A COM1,075$9,675<0.1%−312−22.5%減碼歷史
NBTXNanobiotix S.A.SPONSORED ADS514$9,709<0.1%−3−0.6%減碼歷史
VETVermilion Energy Inc.COM1,242$9,712<0.1%−1,376−52.6%減碼歷史
FLNGFlex LNG Ltd.SHS386$9,727<0.1%−85−18.0%減碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS283$9,735<0.1%−69−19.6%減碼歷史
PRMEPrime Medicine, Inc.COM1,762$9,762<0.1%+400+29.4%加碼歷史
UFPTUfp Technologies IncCOM49$9,781<0.1%−25−33.8%減碼歷史
PFISPeoples Financial Services Corp.COM202$9,819<0.1%+21+11.6%加碼歷史
EHABEnhabit, Inc.COM1,226$9,820<0.1%−104−7.8%減碼歷史
MEOHMethanex CorpCOM247$9,821<0.1%−117−32.1%減碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$9,830<0.1%00.0%不變–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$9,846<0.1%00.0%不變–
DSXDiana Shipping Inc.COM5,875$9,869<0.1%−1,113−15.9%減碼歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9,920<0.1%+46+21.8%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT559$9,933<0.1%00.0%不變–
QTTBQ32 Bio Inc.COM5,025$9,949<0.1%−276−5.2%減碼歷史
MSBMesabi TrustCTF BEN INT345$9,964<0.1%00.0%不變歷史

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