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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
CENTCentral Garden & Pet CoCOM489$1.60 萬<0.1%−26−5.0%減碼歷史
UTLUnitil CorpCOM334$1.60 萬<0.1%−121−26.6%減碼歷史
QSQuantumScape CorpCOM CL A1,299$1.60 萬<0.1%+5+0.4%加碼歷史
Northeast BK Portland Me66405S100COM160$1.60 萬<0.1%00.0%不變–
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$1.60 萬<0.1%+637新進–
KYMRKymera Therapeutics, Inc.COM284$1.61 萬<0.1%+9+3.3%加碼歷史
NRCNRC HealthCOM NEW1,259$1.61 萬<0.1%−379−23.1%減碼歷史
HBNCHorizon Bancorp IncCOM1,006$1.61 萬<0.1%+152+17.8%加碼歷史
FMCFMC CorpCOM NEW479$1.61 萬<0.1%−4,597−90.6%減碼歷史
SAROStandardAero, Inc.COM592$1.62 萬<0.1%+414+232.6%加碼歷史
MATXMatson, Inc.COM164$1.62 萬<0.1%−48−22.6%減碼歷史
TFPMTriple Flag Precious Metals Corp.Stock553$1.62 萬<0.1%+23+4.3%加碼歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.62 萬<0.1%00.0%不變歷史
CMPSCOMPASS Pathways plcSPONSORED ADS2,834$1.62 萬<0.1%+54+1.9%加碼歷史
ORCOrchid Island Capital, Inc.COM NEW2,328$1.63 萬<0.1%+635+37.5%加碼歷史
NVRIEnviri CorpCOM1,289$1.64 萬<0.1%−615−32.3%減碼歷史
COHUCohu IncCOM805$1.64 萬<0.1%−37−4.4%減碼歷史
TXTernium S.A.SPONSORED ADS472$1.64 萬<0.1%−13−2.7%減碼歷史
AAPAdvance Auto Parts IncCOM267$1.64 萬<0.1%−6−2.2%減碼歷史
BLNDBlend Labs, Inc.CL A4,494$1.64 萬<0.1%−1,436−24.2%減碼歷史
ETF Ser Solutions26922A503VIDENTCORE EQ FD247$1.64 萬<0.1%00.0%不變–
VCVisteon CorpCOM NEW137$1.64 萬<0.1%+20+17.1%加碼歷史
ODDOddity Tech LtdSHS CL A264$1.64 萬<0.1%+154+140.0%加碼歷史
SHLSShoals Technologies Group, Inc.CL A2,220$1.65 萬<0.1%−320−12.6%減碼歷史
GRNDGrindr Inc.COM1,097$1.65 萬<0.1%−382−25.8%減碼歷史
CBLCBL & Associates Properties IncCOMMON STOCK540$1.65 萬<0.1%+205+61.2%加碼歷史
COLDAmericold Realty TrustCOM1,349$1.65 萬<0.1%−875−39.3%減碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.66 萬<0.1%00.0%不變歷史
ENOVEnovis CORPCOM547$1.66 萬<0.1%−724−57.0%減碼歷史
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$1.66 萬<0.1%00.0%不變歷史
ELPCEnergy Co of ParanaSPONSORED ADS1,860$1.67 萬<0.1%+34+1.9%加碼歷史
ALRSAlerus Financial CorpCOM754$1.67 萬<0.1%+181+31.6%加碼歷史
CNKCinemark Holdings, Inc.COM596$1.67 萬<0.1%−339−36.3%減碼歷史
USLMUnited States Lime & Minerals IncCOM127$1.67 萬<0.1%+8+6.7%加碼歷史
CACCamden National CorpCOM434$1.67 萬<0.1%−1−0.2%減碼歷史
ALGMAllegro Microsystems, Inc.COM574$1.68 萬<0.1%−214−27.2%減碼歷史
GESGuess IncCOM1,004$1.68 萬<0.1%−76−7.0%減碼歷史
SRDXSurmodics IncCOM562$1.68 萬<0.1%+4+0.7%加碼歷史
CMCOColumbus McKinnon CorpCOM1,176$1.69 萬<0.1%+432+58.1%加碼歷史
ICUIIcu Medical IncCOM141$1.69 萬<0.1%−111−44.0%減碼歷史
CTOCTO Realty Growth, Inc.COM1,041$1.70 萬<0.1%−35−3.3%減碼歷史
WDWalker & Dunlop, Inc.COM203$1.70 萬<0.1%+17+9.1%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM1,238$1.70 萬<0.1%+35+2.9%加碼歷史
EYENational Vision Holdings, Inc.COM583$1.70 萬<0.1%+5+0.9%加碼歷史
HUBGHub Group, Inc.CL A499$1.72 萬<0.1%−102−17.0%減碼歷史
DBDDiebold Nixdorf, IncCOM SHS302$1.72 萬<0.1%+227+302.7%加碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A181$1.72 萬<0.1%+35+24.0%加碼歷史
TSBKTimberland Bancorp IncCOM518$1.72 萬<0.1%−299−36.6%減碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR928$1.73 萬<0.1%−386−29.4%減碼歷史
SUZSuzano S.A.SPON ADS1,837$1.73 萬<0.1%−565−23.5%減碼歷史
TREELendingTree, Inc.COM267$1.73 萬<0.1%+2+0.8%加碼歷史
SOUNSoundhound AI, Inc.CLASS A COM1,075$1.73 萬<0.1%+427+65.9%加碼歷史
WSWorthington Steel, Inc.COM SHS569$1.73 萬<0.1%+10+1.8%加碼歷史
CLSKCleanspark, Inc.COM NEW1,197$1.74 萬<0.1%+252+26.7%加碼歷史
Schwab Strategic Tr8085246985 10YR CORP BD754$1.74 萬<0.1%+754新進–
PMTPennyMac Mortgage Investment TrustCOM1,421$1.74 萬<0.1%−364−20.4%減碼歷史
SAHSonic Automotive IncCL A229$1.74 萬<0.1%−4−1.7%減碼歷史
VSECVse CorpCOM105$1.75 萬<0.1%−7−6.3%減碼歷史
BBSIBarrett Business Services IncCOM394$1.75 萬<0.1%+118+42.8%加碼歷史
FORForestar Group Inc.COM657$1.75 萬<0.1%−618−48.5%減碼歷史
PRDOPerdoceo Education CorpCOM465$1.75 萬<0.1%−161−25.7%減碼歷史
UVSPUnivest Financial CorpCOM584$1.75 萬<0.1%+147+33.6%加碼歷史
HGTYHagerty, Inc.CL A COM1,458$1.76 萬<0.1%+497+51.7%加碼歷史
NBRNabors Industries LtdSHS430$1.76 萬<0.1%+139+47.8%加碼歷史
MFAMfa Financial, Inc.COM1,914$1.76 萬<0.1%+839+78.0%加碼歷史
OFIXOrthofix Medical Inc.COM1,202$1.76 萬<0.1%+294+32.4%加碼歷史
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$1.76 萬<0.1%+2,025新進–
LADRLadder Capital CorpCL A1,615$1.76 萬<0.1%+141+9.6%加碼歷史
TGENTecogen Inc.COM NEW2,000$1.76 萬<0.1%+2,000新進歷史
ZDZiff Davis, Inc.COM463$1.76 萬<0.1%−341−42.4%減碼歷史
RSIRush Street Interactive, Inc.COM863$1.77 萬<0.1%00.0%不變歷史
ANDEAndersons, Inc.COM445$1.77 萬<0.1%−33−6.9%減碼歷史
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C183$1.77 萬<0.1%+23+14.4%加碼歷史
RRRRed Rock Resorts, Inc.CL A291$1.78 萬<0.1%+15+5.4%加碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,953$1.78 萬<0.1%−300−13.3%減碼歷史
BYDBoyd Gaming CorpCOM206$1.78 萬<0.1%+62+43.1%加碼歷史
HAEHaemonetics CorpCOM366$1.78 萬<0.1%−45−10.9%減碼歷史
OUSTOuster, Inc.COM NEW660$1.79 萬<0.1%+39+6.3%加碼歷史
RELYRemitly Global, Inc.COM1,097$1.79 萬<0.1%−323−22.7%減碼歷史
ELFe.l.f. Beauty, Inc.COM135$1.79 萬<0.1%−125−48.1%減碼歷史
iShares Tr464288521CRE U S REIT ETF305$1.79 萬<0.1%+305新進–
iShares Tr464288257MSCI ACWI ETF130$1.80 萬<0.1%−5−3.7%減碼–
GSBCGreat Southern Bancorp, Inc.COM294$1.80 萬<0.1%+27+10.1%加碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,524$1.80 萬<0.1%+231+17.9%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF496$1.81 萬<0.1%+3+0.6%加碼–
WLDNWilldan Group, Inc.COM187$1.81 萬<0.1%−101−35.1%減碼歷史
CAVACava Group, Inc.COM300$1.81 萬<0.1%+238+383.9%加碼歷史
Tidal Trust I886364645SONICSHARES GBL584$1.81 萬<0.1%00.0%不變–
ALEXAlexander & Baldwin, Inc.COM998$1.82 萬<0.1%+79+8.6%加碼歷史
NIONIO Inc.ADR2,384$1.82 萬<0.1%−103−4.1%減碼歷史
iShares Select U.S. REIT ETF464287564ETF295$1.82 萬<0.1%+203+220.7%加碼–
SPBSpectrum Brands Holdings, Inc.COM347$1.82 萬<0.1%−3−0.9%減碼歷史
BOOTBoot Barn Holdings, Inc.COM110$1.82 萬<0.1%+36+48.6%加碼歷史
AXIAYAXIA Energia S.A.SPONSORED ADR1,841$1.83 萬<0.1%−1,219−39.8%減碼歷史
WTWisdomTree, Inc.COM1,314$1.83 萬<0.1%−24−1.8%減碼歷史
HWKNHawkins IncCOM100$1.83 萬<0.1%+6+6.4%加碼歷史
ALXAlexanders IncCOM78$1.83 萬<0.1%−38−32.8%減碼歷史
Fidelity Covington Trust316092824LOW VOLITY ETF278$1.83 萬<0.1%00.0%不變–
Bank First Corporation Com05676F108Stock151$1.83 萬<0.1%−52−25.6%減碼–
AZTAAzenta, Inc.COM638$1.83 萬<0.1%−6−0.9%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