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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
GNTYGuaranty Bancshares IncCOM284$1.38 萬<0.1%+63+28.5%加碼歷史
RZLVRezolve AI PLCORD SHS2,781$1.39 萬<0.1%+2,781新進歷史
Global X FDS37954Y715RBTCS ARTFL INTE392$1.39 萬<0.1%+6+1.6%加碼–
CRVLCorvel CorpCOM180$1.39 萬<0.1%+74+69.8%加碼歷史
IIINInsteel Industries IncCOM364$1.40 萬<0.1%−209−36.5%減碼歷史
NAVINavient CorpCOM1,062$1.40 萬<0.1%+438+70.2%加碼歷史
PENGPenguin Solutions, Inc.Stock532$1.40 萬<0.1%+40+8.1%加碼歷史
SCHLScholastic CorpCOM512$1.40 萬<0.1%+160+45.5%加碼歷史
FETForum Energy Technologies, Inc.COM525$1.40 萬<0.1%+19+3.8%加碼歷史
ECEcopetrol S.A.SPONSORED ADS1,529$1.41 萬<0.1%−178−10.4%減碼歷史
ARVNArvinas, Inc.COM1,658$1.41 萬<0.1%−445−21.2%減碼歷史
HIHillenbrand, Inc.COM522$1.41 萬<0.1%−170−24.6%減碼歷史
WRBYWarby Parker Inc.CL A COM513$1.41 萬<0.1%+10+2.0%加碼歷史
ROGRogers CorpCOM176$1.42 萬<0.1%+8+4.8%加碼歷史
CCBCoastal Financial CorpCOM NEW131$1.42 萬<0.1%−9−6.4%減碼歷史
OLPOne Liberty Properties IncCOM641$1.42 萬<0.1%+129+25.2%加碼歷史
CLBKColumbia Financial, Inc.COM946$1.42 萬<0.1%−102−9.7%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF48$1.42 萬<0.1%+18+60.0%加碼–
PRVAPrivia Health Group, Inc.COM571$1.42 萬<0.1%+277+94.2%加碼歷史
KRGKite Realty Group TrustCOM NEW638$1.42 萬<0.1%−727−53.3%減碼歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU391$1.42 萬<0.1%+75+23.7%加碼–
American Centy ETF Tr025072182AVANTIS MODERAT219$1.42 萬<0.1%+25+12.9%加碼–
ARCBArcbest CorpCOM204$1.43 萬<0.1%−37−15.4%減碼歷史
UTZUtz Brands, Inc.COM CL A1,177$1.43 萬<0.1%−37−3.0%減碼歷史
CYRXCryoport, Inc.COM PAR $0.0011,509$1.43 萬<0.1%00.0%不變歷史
VIAVViavi Solutions Inc.COM1,128$1.43 萬<0.1%−312−21.7%減碼歷史
iShares Tr464287192US TRSPRTION200$1.43 萬<0.1%−100−33.3%減碼–
AHRAmerican Healthcare REIT, Inc.COM SHS342$1.44 萬<0.1%+67+24.4%加碼歷史
HLIOHelios Technologies, Inc.COM276$1.44 萬<0.1%+5+1.8%加碼歷史
MEDMedifast IncCOM1,053$1.44 萬<0.1%−159−13.1%減碼歷史
CZFSCitizens Financial Services IncCOM239$1.44 萬<0.1%−40−14.3%減碼歷史
HZOMarinemax IncCOM569$1.44 萬<0.1%+217+61.6%加碼歷史
DCODucommun IncCOM150$1.44 萬<0.1%−195−56.5%減碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME355$1.45 萬<0.1%−61−14.7%減碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX148$1.45 萬<0.1%00.0%不變–
AMWDAmerican Woodmark CorpCOM217$1.45 萬<0.1%−58−21.1%減碼歷史
SYNASYNAPTICS IncStock212$1.45 萬<0.1%−55−20.6%減碼歷史
ProShares Bitcoin ETF74347G440ETF737$1.45 萬<0.1%+33+4.7%加碼–
CAKECheesecake Factory IncCOM266$1.45 萬<0.1%00.0%不變歷史
ALRMAlarm.com Holdings, Inc.COM274$1.45 萬<0.1%+162+144.6%加碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF525$1.46 萬<0.1%00.0%不變–
SSTKShutterstock, Inc.COM702$1.46 萬<0.1%+20+2.9%加碼歷史
AESIAtlas Energy Solutions Inc.COM NEW1,288$1.46 萬<0.1%−556−30.2%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM494$1.47 萬<0.1%−126−20.3%減碼歷史
RYANRyan Specialty Holdings, Inc.CL A261$1.47 萬<0.1%+128+96.2%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.47 萬<0.1%00.0%不變歷史
NUVBNuvation Bio Inc.COM CL A3,989$1.48 萬<0.1%+1,771+79.8%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$1.48 萬<0.1%00.0%不變歷史
ORRFOrrstown Financial Services IncCOM435$1.48 萬<0.1%+7+1.6%加碼歷史
NXDRNextdoor Holdings, Inc.COM CL A7,104$1.48 萬<0.1%+136+2.0%加碼歷史
MATWMatthews International CorpCL A612$1.49 萬<0.1%+170+38.5%加碼歷史
CALCaleres IncCOM1,140$1.49 萬<0.1%−202−15.1%減碼歷史
Innovator ETFs Trust45783Y533INNOVATOR INTER467$1.49 萬<0.1%+467新進–
CPACCementos Pacasmayo SaaSPONSORED ADR2,139$1.49 萬<0.1%−1,070−33.3%減碼歷史
PFLTPennantPark Floating Rate Capital Ltd.COM1,678$1.49 萬<0.1%+226+15.6%加碼歷史
BCALCalifornia BanCorpCOM897$1.50 萬<0.1%−1,232−57.9%減碼歷史
COURCoursera, Inc.COM1,281$1.50 萬<0.1%−113−8.1%減碼歷史
XRNChiron Real Estate Inc.COM NEW445$1.50 萬<0.1%+445新進歷史
TGTredegar CorpCOM1,871$1.50 萬<0.1%+174+10.3%加碼歷史
RBCAARepublic Bancorp IncCL A208$1.50 萬<0.1%−1−0.5%減碼歷史
PPLIPeople IncCOM NEW442$1.51 萬<0.1%−420−48.7%減碼歷史
JBIJanus International Group, Inc.COMMON STOCK1,526$1.51 萬<0.1%−102−6.3%減碼歷史
GPGIGPGI, Inc.COM CL A725$1.51 萬<0.1%−101−12.2%減碼歷史
BWBBridgewater Bancshares IncCOM860$1.51 萬<0.1%+120+16.2%加碼歷史
APPFAppfolio IncCOM CL A55$1.52 萬<0.1%+22+66.7%加碼歷史
AMBPArdagh Metal Packaging S.A.SHS3,801$1.52 萬<0.1%−1,219−24.3%減碼歷史
WLKWestlake CorpCOM197$1.52 萬<0.1%−121−38.1%減碼歷史
IBEXIBEX LtdSHS NEW375$1.52 萬<0.1%+36+10.6%加碼歷史
MMIMarcus & Millichap, Inc.COM518$1.52 萬<0.1%+88+20.5%加碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.52 萬<0.1%00.0%不變歷史
BITBBitwise Bitcoin ETFSHS BEN INT245$1.52 萬<0.1%+55+28.9%加碼歷史
AIRAar CorpStock170$1.52 萬<0.1%−149−46.7%減碼歷史
XERSXeris Biopharma Holdings, Inc.COM1,877$1.53 萬<0.1%−314−14.3%減碼歷史
TNCTennant CoCOM189$1.53 萬<0.1%+102+117.2%加碼歷史
SNCYSun Country Airlines Holdings, LLCCOM1,298$1.53 萬<0.1%−860−39.9%減碼歷史
POWIPower Integrations IncCOM382$1.54 萬<0.1%+148+63.2%加碼歷史
ADAMAdamas Trust, Inc.COM2,206$1.54 萬<0.1%+61+2.8%加碼歷史
AIC3.ai, Inc.Stock887$1.54 萬<0.1%−475−34.9%減碼歷史
BUSEFirst Busey CorpCOM NEW666$1.54 萬<0.1%+42+6.7%加碼歷史
DRHDiamondRock Hospitality CoCOM1,938$1.54 萬<0.1%+357+22.6%加碼歷史
SGHCSuper Group (SGHC) LtdORD SHS1,169$1.54 萬<0.1%00.0%不變歷史
BCBPBCB Bancorp IncCOM1,782$1.55 萬<0.1%+298+20.1%加碼歷史
TRTootsie Roll Industries IncCOM369$1.55 萬<0.1%+42+12.8%加碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK3,554$1.55 萬<0.1%+124+3.6%加碼歷史
BGSB&G Foods, Inc.COM3,504$1.55 萬<0.1%+1,135+47.9%加碼歷史
MQMarqeta, Inc.CLASS A COM2,940$1.55 萬<0.1%+2,327+379.6%加碼歷史
PGYPagaya Technologies Ltd.CL A NEW525$1.56 萬<0.1%+17+3.3%加碼歷史
PRAAPra Group IncCOM1,010$1.56 萬<0.1%+79+8.5%加碼歷史
AINAlbany International CorpCL A293$1.56 萬<0.1%−247−45.7%減碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US130$1.57 萬<0.1%+1+0.8%加碼–
WSCWillScot Holdings CorpCOM CL A744$1.57 萬<0.1%−68−8.4%減碼歷史
CSVCarriage Services IncCOM353$1.57 萬<0.1%+219+163.4%加碼歷史
PWPPerella Weinberg PartnersCLASS A COM738$1.57 萬<0.1%−42−5.4%減碼歷史
JHXJames Hardie Industries plcStock821$1.58 萬<0.1%−103−11.1%減碼歷史
DACDanaos CorpSHS176$1.58 萬<0.1%−8−4.3%減碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,583$1.58 萬<0.1%+277+21.2%加碼歷史
EBCEastern Bankshares, Inc.COM875$1.59 萬<0.1%−49−5.3%減碼歷史
CHCTCommunity Healthcare Trust IncCOM1,039$1.59 萬<0.1%−210−16.8%減碼歷史
AGFirst Majestic Silver CorpCOM1,299$1.60 萬<0.1%+50+4.0%加碼歷史
RESRPC IncCOM3,354$1.60 萬<0.1%−3,179−48.7%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