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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
PHRPhreesia, Inc.COM506$1.19 萬<0.1%−102−16.8%減碼歷史
EVHEvolent Health, Inc.CL A1,407$1.19 萬<0.1%−107−7.1%減碼歷史
DOCNDigitalOcean Holdings, Inc.COM350$1.20 萬<0.1%+6+1.7%加碼歷史
TSEOQTrinseo PLCCOM5,090$1.20 萬<0.1%+5,090新進歷史
NATNordic American Tankers LtdCOM3,810$1.20 萬<0.1%−2,122−35.8%減碼歷史
ACLXArcellx, Inc.COMMON STOCK146$1.20 萬<0.1%+42+40.4%加碼歷史
NESRNational Energy Services Reunited Corp.SHS1,170$1.20 萬<0.1%+1,170新進歷史
VITLVital Farms, Inc.COM292$1.20 萬<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM985$1.20 萬<0.1%−813−45.2%減碼歷史
BRSLBrightstar Lottery PLCSHS USD698$1.20 萬<0.1%−329−32.0%減碼歷史
WBWEIBO CorpSPONSORED ADR972$1.21 萬<0.1%+312+47.3%加碼歷史
SANASana Biotechnology, Inc.COM3,402$1.21 萬<0.1%−19−0.6%減碼歷史
Flexshares Tr33939L779DISCP DUR MBS579$1.21 萬<0.1%00.0%不變–
PSKYParamount Skydance CorpCOM CL B639$1.21 萬<0.1%+639新進歷史
ALCOAlico, Inc.COM349$1.21 萬<0.1%+13+3.9%加碼歷史
NXQuanex Building Products CORPCOM851$1.21 萬<0.1%+105+14.1%加碼歷史
RIGTransocean Ltd.REGISTERED SHS3,891$1.21 萬<0.1%+250+6.9%加碼歷史
AMRAlpha Metallurgical Resources, Inc.COM74$1.21 萬<0.1%−46−38.3%減碼歷史
SUNSSunrise Realty Trust, Inc.COM1,171$1.22 萬<0.1%+1,171新進歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT531$1.22 萬<0.1%+509+2,313.6%加碼歷史
MBINMerchants BancorpCOM384$1.22 萬<0.1%+28+7.9%加碼歷史
FSBWFS Bancorp, Inc.COM307$1.23 萬<0.1%+17+5.9%加碼歷史
MBCNMiddlefield Banc CorpCOM NEW409$1.23 萬<0.1%−194−32.2%減碼歷史
LASRNlight, Inc.COM415$1.23 萬<0.1%+55+15.3%加碼歷史
iShares Russell Top 200 Growth ETF464289438ETF45$1.23 萬<0.1%−127−73.8%減碼–
BHBBar Harbor BanksharesCOM406$1.24 萬<0.1%+5+1.2%加碼歷史
GKOSGLAUKOS CorpCOM152$1.24 萬<0.1%+60+65.2%加碼歷史
AVNSAvanos Medical, Inc.Stock1,073$1.24 萬<0.1%−589−35.4%減碼歷史
ALGAlamo Group IncCOM65$1.24 萬<0.1%−2−3.0%減碼歷史
RTORentokil Initial PLCSPONSORED ADR493$1.24 萬<0.1%−224−31.2%減碼歷史
ZETAZeta Global Holdings Corp.CL A627$1.25 萬<0.1%+73+13.2%加碼歷史
NECBNorthEast Community Bancorp, Inc.COM608$1.25 萬<0.1%−103−14.5%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.25 萬<0.1%00.0%不變–
CSRCenterspaceCOM213$1.25 萬<0.1%+35+19.7%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF491$1.26 萬<0.1%+6+1.2%加碼–
JOUTJohnson Outdoors IncCL A311$1.26 萬<0.1%−377−54.8%減碼歷史
SPDR Series Trust78464A516ST INTL BBG ETF548$1.26 萬<0.1%+548新進–
HBTHBT Financial, Inc.COM501$1.26 萬<0.1%+5+1.0%加碼歷史
TROXTronox Holdings plcSHS3,148$1.27 萬<0.1%+413+15.1%加碼歷史
EPAMEPAM Systems, Inc.COM84$1.27 萬<0.1%−45−34.9%減碼歷史
LEVILevi Strauss & CoCL A COM STK546$1.27 萬<0.1%+1+0.2%加碼歷史
EQXEquinox Gold Corp.COM1,137$1.28 萬<0.1%+633+125.6%加碼歷史
AAAUGoldman Sachs Physical Gold ETFUNIT336$1.28 萬<0.1%00.0%不變歷史
GLREGreenlight Capital Re, Ltd.CLASS A1,009$1.28 萬<0.1%+49+5.1%加碼歷史
BRZEBraze, Inc.Stock452$1.29 萬<0.1%+35+8.4%加碼歷史
SRRKScholar Rock Holding CorpCOM347$1.29 萬<0.1%−25−6.7%減碼歷史
WWWWolverine World Wide IncCOM471$1.29 萬<0.1%00.0%不變歷史
NBBKNB Bancorp, Inc.COM733$1.29 萬<0.1%+2+0.3%加碼歷史
ADAGAdagene Inc.ADS6,504$1.29 萬<0.1%−4,803−42.5%減碼歷史
RRBIRed River Bancshares IncCOM200$1.30 萬<0.1%−36−15.3%減碼歷史
HONEHarborOne Bancorp, Inc.COM NEW954$1.30 萬<0.1%+119+14.3%加碼歷史
PRLBProto Labs IncCOM260$1.30 萬<0.1%+4+1.6%加碼歷史
GOODGladstone Commercial CorpCOM1,056$1.30 萬<0.1%−732−40.9%減碼歷史
PLGOPelagos Insurance Capital LtdCOM718$1.30 萬<0.1%−105−12.8%減碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK501$1.31 萬<0.1%+45+9.9%加碼歷史
GTGoodyear Tire & Rubber CoCOM1,749$1.31 萬<0.1%−1,139−39.4%減碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT334$1.31 萬<0.1%+159+90.9%加碼歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF41$1.31 萬<0.1%00.0%不變–
LGNDLigand Pharmaceuticals IncCOM NEW74$1.31 萬<0.1%−2−2.6%減碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS196$1.31 萬<0.1%+130+197.0%加碼歷史
SKYChampion Homes, Inc.Stock172$1.31 萬<0.1%−3,789−95.7%減碼歷史
BMBLBumble Inc.COM CL A2,162$1.32 萬<0.1%+670+44.9%加碼歷史
MRNAModerna, Inc.Stock511$1.32 萬<0.1%−830−61.9%減碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A204$1.32 萬<0.1%−24−10.5%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK756$1.32 萬<0.1%−2,319−75.4%減碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.32 萬<0.1%00.0%不變–
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$1.33 萬<0.1%00.0%不變–
OCFCOceanfirst Financial CorpCOM759$1.33 萬<0.1%−188−19.9%減碼歷史
HBCPHome Bancorp, Inc.COM246$1.34 萬<0.1%+18+7.9%加碼歷史
AVOMission Produce, Inc.COM1,114$1.34 萬<0.1%−613−35.5%減碼歷史
ABMAbm Industries IncCOM291$1.34 萬<0.1%−47−13.9%減碼歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN496$1.34 萬<0.1%−1−0.2%減碼–
Victory Portfolios II92647N824VCSHS US EQ INCM201$1.34 萬<0.1%−183−47.7%減碼–
OTTROtter Tail CorpCOM164$1.34 萬<0.1%−52−24.1%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS666$1.35 萬<0.1%+17+2.6%加碼歷史
BMRCBank of Marin BancorpCOM554$1.35 萬<0.1%+23+4.3%加碼歷史
SHAKShake Shack Inc.CL A144$1.35 萬<0.1%−12−7.7%減碼歷史
NUVLNuvalent, Inc.COM156$1.35 萬<0.1%−23−12.8%減碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM3,487$1.35 萬<0.1%−573−14.1%減碼歷史
DAKTDaktronics IncCOM646$1.35 萬<0.1%+7+1.1%加碼歷史
THRMGentherm IncCOM397$1.35 萬<0.1%+59+17.5%加碼歷史
ETDEthan Allen Interiors IncCOM459$1.35 萬<0.1%+201+77.9%加碼歷史
FSLYFastly, Inc.CL A1,582$1.35 萬<0.1%+594+60.1%加碼歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.35 萬<0.1%00.0%不變歷史
MARAMARA Holdings, Inc.COM741$1.35 萬<0.1%00.0%不變歷史
PIPRPiper Sandler CompaniesCOM39$1.35 萬<0.1%00.0%不變歷史
SYBTStock Yards Bancorp, Inc.COM194$1.36 萬<0.1%+83+74.8%加碼歷史
ASAmer Sports, Inc.COM SHS391$1.36 萬<0.1%−101−20.5%減碼歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$1.36 萬<0.1%−209−37.4%減碼–
ITICInvestors Title CoCOM51$1.37 萬<0.1%−13−20.3%減碼歷史
GABCGerman American Bancorp, Inc.Stock348$1.37 萬<0.1%+5+1.5%加碼歷史
WASHWashington Trust Bancorp IncCOM473$1.37 萬<0.1%−23−4.6%減碼歷史
NEWTNewtekOne, Inc.COM NEW1,195$1.37 萬<0.1%+411+52.4%加碼歷史
AKO.BAndina Bottling Co IncSPON ADR B578$1.37 萬<0.1%−135−18.9%減碼歷史
ENTAEnanta Pharmaceuticals IncCOM1,148$1.37 萬<0.1%−5−0.4%減碼歷史
EFCEllington Financial Inc.COM1,059$1.37 萬<0.1%−172−14.0%減碼歷史
Two Harbors Investment Corp.90187B804COM1,395$1.38 萬<0.1%+625+81.2%加碼–
EGBNEagle Bancorp IncCOM682$1.38 萬<0.1%−307−31.0%減碼歷史
HAINHain Celestial Group IncCOM8,729$1.38 萬<0.1%+373+4.5%加碼歷史
REXRex American Resources CorpCOM452$1.38 萬<0.1%+78+20.9%加碼依 2 比 1 拆股換算歷史

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