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Livermore
Livermore
中文EN

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
BIRKBirkenstock Holding plcCOM SHS221$1.00 萬<0.1%−39−15.0%減碼歷史
CRGYCrescent Energy CoCL A COM1,122$1.00 萬<0.1%−127−10.2%減碼歷史
DSGRDistribution Solutions Group, Inc.COM333$1.00 萬<0.1%−107−24.3%減碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$1.00 萬<0.1%00.0%不變–
X Finl Sponsored ADS98372W103ADR729$1.00 萬<0.1%+64+9.6%加碼–
PGENPrecigen, Inc.COM3,059$1.01 萬<0.1%−158−4.9%減碼歷史
PGNYProgyny, Inc.COM468$1.01 萬<0.1%−62−11.7%減碼歷史
GDOTGreen Dot CorpCL A751$1.01 萬<0.1%−611−44.9%減碼歷史
TRCTejon Ranch CoCOM637$1.02 萬<0.1%−527−45.3%減碼歷史
GEOGeo Group IncCOM500$1.02 萬<0.1%00.0%不變歷史
PKEPark Aerospace CorpCOM504$1.03 萬<0.1%−304−37.6%減碼歷史
TERNTerns Pharmaceuticals, Inc.COM1,366$1.03 萬<0.1%+81+6.3%加碼歷史
OMCLOmnicell, Inc.COM338$1.03 萬<0.1%−41−10.8%減碼歷史
CAMTCamtek LtdORD98$1.03 萬<0.1%+12+14.0%加碼歷史
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.03 萬<0.1%00.0%不變歷史
CRICarters IncCOM367$1.04 萬<0.1%−1,119−75.3%減碼歷史
EGYVaalco Energy IncCOM NEW2,578$1.04 萬<0.1%−3,386−56.8%減碼歷史
JRVRJames River Group Holdings, Inc.COM1,875$1.04 萬<0.1%−904−32.5%減碼歷史
ACNBAcnb CorpCOM237$1.04 萬<0.1%00.0%不變歷史
HLITHarmonic Inc.COM1,027$1.05 萬<0.1%+135+15.1%加碼歷史
ECPGEncore Capital Group IncCOM251$1.05 萬<0.1%+117+87.3%加碼歷史
LMNDLemonade, Inc.Stock196$1.05 萬<0.1%−16−7.5%減碼歷史
UAUnder Armour, Inc.CL C2,176$1.05 萬<0.1%−506−18.9%減碼歷史
OPKOpko Health, Inc.COM6,793$1.05 萬<0.1%+4,116+153.8%加碼歷史
MKZRMacKenzie Realty Capital, Inc.Stock2,144$1.05 萬<0.1%00.0%不變依 1 比 10 拆股換算歷史
TRUPTrupanion, Inc.COM244$1.06 萬<0.1%00.0%不變歷史
PLTKPlaytika Holding Corp.COM2,720$1.06 萬<0.1%−1,723−38.8%減碼歷史
ARQTArcutis Biotherapeutics, Inc.COM563$1.06 萬<0.1%+80+16.6%加碼歷史
BHRBraemar Hotels & Resorts Inc.COM3,898$1.06 萬<0.1%−3,376−46.4%減碼歷史
RVLVRevolve Group, Inc.CL A501$1.07 萬<0.1%−112−18.3%減碼歷史
WFGWest Fraser Timber Co., LtdCOM157$1.07 萬<0.1%−16−9.2%減碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR309$1.07 萬<0.1%−99−24.3%減碼歷史
PRTHPriority Technology Holdings, Inc.COM1,560$1.07 萬<0.1%−186−10.7%減碼歷史
HSTMHealthstream IncCOM380$1.07 萬<0.1%+32+9.2%加碼歷史
SIISprott Inc.COM NEW129$1.07 萬<0.1%+6+4.9%加碼歷史
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,767$1.07 萬<0.1%−6,813−71.1%減碼歷史
ASTSAST SpaceMobile, Inc.COM CL A219$1.07 萬<0.1%−32−12.7%減碼歷史
GPREGreen Plains Inc.COM1,223$1.08 萬<0.1%+477+63.9%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW919$1.08 萬<0.1%+126+15.9%加碼歷史
YEXTYext, Inc.COM1,263$1.08 萬<0.1%+135+12.0%加碼歷史
PROPROS Holdings, Inc.COM470$1.08 萬<0.1%−209−30.8%減碼歷史
VCYTVeracyte, Inc.COM314$1.08 萬<0.1%−32−9.2%減碼歷史
CNSCohen & Steers, Inc.COM166$1.09 萬<0.1%−23−12.2%減碼歷史
BTQBTQ Technologies Corp.COM1,575$1.09 萬<0.1%+1,575新進歷史
APGEApogee Therapeutics, Inc.COM275$1.09 萬<0.1%+221+409.3%加碼歷史
COMPCompass, Inc.CL A1,362$1.09 萬<0.1%+25+1.9%加碼歷史
TDAYUSA TODAY Co., Inc.COM2,651$1.09 萬<0.1%+179+7.2%加碼歷史
CODICompass Diversified HoldingsSH BEN INT1,655$1.10 萬<0.1%+759+84.7%加碼歷史
FLNAFilana Therapeutics, Inc.COM3,769$1.10 萬<0.1%+1,059+39.1%加碼歷史
CGONCG Oncology, Inc.COM273$1.10 萬<0.1%00.0%不變歷史
OBKOrigin Bancorp, Inc.COM319$1.10 萬<0.1%+21+7.0%加碼歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.10 萬<0.1%00.0%不變–
GTNGray Media, IncCOM1,909$1.10 萬<0.1%−1,452−43.2%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF78$1.10 萬<0.1%+17+27.9%加碼–
RYZRyerson Holding CorpCOM483$1.10 萬<0.1%+404+511.4%加碼歷史
EOSEEos Energy Enterprises, Inc.COM CL A973$1.11 萬<0.1%00.0%不變歷史
KRYSKrystal Biotech, Inc.COM63$1.11 萬<0.1%+32+103.2%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW314$1.11 萬<0.1%−428−57.7%減碼歷史
KRNYKearny Financial Corp.COM1,695$1.11 萬<0.1%+389+29.8%加碼歷史
ANGIAngi Inc.CL A NEW689$1.12 萬<0.1%−180−20.7%減碼歷史
WPPWPP plcADR448$1.12 萬<0.1%−188−29.6%減碼歷史
FNLCFirst Bancorp, IncCOM428$1.12 萬<0.1%+31+7.8%加碼歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$1.13 萬<0.1%−1,450−87.9%減碼–
AMTBAmerant Bancorp Inc.CL A585$1.13 萬<0.1%+417+248.2%加碼歷史
iShares Tr46435G326CORE MSCI INTL141$1.13 萬<0.1%−57−28.8%減碼–
UUUUEnergy Fuels IncCOM NEW737$1.13 萬<0.1%+52+7.6%加碼歷史
RLXRLX Technology Inc.SPONSORED ADS4,309$1.13 萬<0.1%+1,166+37.1%加碼歷史
GEF.BGreif, IncCL B184$1.13 萬<0.1%+48+35.3%加碼歷史
NIUNiu TechnologiesADS2,421$1.14 萬<0.1%−1,869−43.6%減碼歷史
DAVEDave Inc.CLASS A COM NEW57$1.14 萬<0.1%+3+5.6%加碼歷史
iShares Tr464288117INTL TREA BD ETF267$1.14 萬<0.1%+267新進–
PEBPebblebrook Hotel TrustCOM1,001$1.14 萬<0.1%+26+2.7%加碼歷史
DKDelek US Holdings, Inc.COM354$1.14 萬<0.1%+148+71.8%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM2,787$1.14 萬<0.1%−3,799−57.7%減碼歷史
ETHEGrayscale Ethereum Staking ETFETF334$1.14 萬<0.1%00.0%不變歷史
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF176$1.14 萬<0.1%+176新進–
FROGJFrog LtdStock242$1.15 萬<0.1%+13+5.7%加碼歷史
DAOYoudao, Inc.SPONSORED ADS1,153$1.15 萬<0.1%00.0%不變歷史
FDBCFidelity D & D Bancorp IncCOM262$1.15 萬<0.1%+64+32.3%加碼歷史
TKTeekay Corp LtdSHS1,404$1.15 萬<0.1%−773−35.5%減碼歷史
OUTOUTFRONT Media Inc.REIT627$1.15 萬<0.1%−37−5.6%減碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.15 萬<0.1%00.0%不變–
LBRDALiberty Broadband CorpCOM SER A182$1.15 萬<0.1%+32+21.3%加碼歷史
CBANColony Bankcorp IncCOM678$1.15 萬<0.1%+22+3.4%加碼歷史
RLAYRelay Therapeutics, Inc.COM2,211$1.15 萬<0.1%+489+28.4%加碼歷史
SVVSavers Value Village, Inc.COM872$1.16 萬<0.1%+491+128.9%加碼歷史
RNGRRanger Energy Services, Inc.COM CL A823$1.16 萬<0.1%+146+21.6%加碼歷史
TNKTeekay Tankers Ltd.CL A229$1.16 萬<0.1%−219−48.9%減碼歷史
PTENPatterson Uti Energy IncCOM2,235$1.16 萬<0.1%−6,386−74.1%減碼歷史
BFSSaul Centers, Inc.COM364$1.16 萬<0.1%+76+26.4%加碼歷史
LAZLazard, Inc.COM221$1.17 萬<0.1%−19−7.9%減碼歷史
RIOTRiot Platforms, Inc.COM613$1.17 萬<0.1%+96+18.6%加碼歷史
GOGrocery Outlet Holding Corp.COM727$1.17 萬<0.1%+42+6.1%加碼歷史
ZGZillow Group, Inc.CL A157$1.17 萬<0.1%−3−1.9%減碼歷史
AMSCAmerican Superconductor CorpStock197$1.17 萬<0.1%+12+6.5%加碼歷史
Carnival Corp Ltd.14365C103ADR444$1.17 萬<0.1%+71+19.0%加碼–
URGNUroGen Pharma Ltd.COM589$1.18 萬<0.1%00.0%不變歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR223$1.18 萬<0.1%−90−28.8%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM794$1.19 萬<0.1%+36+4.7%加碼歷史
LOCOEl Pollo Loco Holdings, Inc.COM1,225$1.19 萬<0.1%−255−17.2%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