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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
CIG.CEnergy Co of Minas GeraisSPONSORED ADR29$79<0.1%+29新進歷史
LUNGPulmonx CorpCOM49$79<0.1%−354−87.8%減碼歷史
VHIValhi IncCOM5$79<0.1%+3+150.0%加碼歷史
SMPStandard Motor Products, Inc.Stock2$82<0.1%−216−99.1%減碼歷史
RDHLRedHill Biopharma Ltd.SPONSORED ADR38$82<0.1%+38新進歷史
ACRACRES Commercial Realty Corp.COM NEW4$85<0.1%+4新進歷史
JILLJ.Jill, Inc.COM5$86<0.1%−2−28.6%減碼歷史
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$86<0.1%00.0%不變–
BTBTBit Digital, IncSHS29$87<0.1%00.0%不變歷史
TRVGtrivago N.V.SPON ADS A SHS26$87<0.1%+26新進歷史
PDLBPonce Financial Group, Inc.COMMON STOCK6$88<0.1%+6新進歷史
OESXOrion Energy Systems, Inc.COM NEW10$88<0.1%00.0%不變依 1 比 10 拆股換算歷史
TYGTortoise Energy Infrastructure CorpCOM2$89<0.1%−66−97.1%減碼歷史
URGUr-Energy IncCOM51$91<0.1%−1,717−97.1%減碼歷史
PROKProkidney Corp.SHS CL A38$92<0.1%−979−96.3%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3$93<0.1%−1−25.0%減碼–
Goldman Sachs ETF Tr381430396JUST US LRG CP1$94<0.1%00.0%不變–
TAYDTaylor Devices, Inc.COM2$98<0.1%−4−66.7%減碼歷史
CBFVCB Financial Services, Inc.COM3$100<0.1%+3新進歷史
MVISMicrovision, Inc.COM NEW81$100<0.1%00.0%不變歷史
SPDR Series Trust78468R549SP O&G EQP SERV1$101<0.1%−36−97.3%減碼–
WisdomTree Tr97717W208US HIGH DIVIDEND1$101<0.1%−97−99.0%減碼–
iShares Inc464286509MSCI CDA ETF2$101<0.1%−51−96.2%減碼–
iShares Tr46434V1000-5YR INVT GR CP2$102<0.1%00.0%不變–
iShares Tr46434V878ULTRA SHORT DUR2$102<0.1%00.0%不變–
AMCAMC Entertainment Holdings, Inc.CL A NEW35$102<0.1%+35新進歷史
ZURAZura Bio LtdSHS CL A24$104<0.1%−112−82.4%減碼歷史
LESLLeslie's, Inc.COM19$105<0.1%−139−88.0%減碼依 1 比 20 拆股換算歷史
BWAYBrainsway Ltd.SPONSORED ADS7$105<0.1%+7新進歷史
RLGTRadiant Logistics, IncCOM18$106<0.1%+18新進歷史
LFVNLifevantage CorpCOM NEW11$107<0.1%+11新進歷史
LARKLandmark Bancorp IncCOM4$107<0.1%+4新進歷史
TSQTownsquare Media, Inc.CL A16$108<0.1%−22−57.9%減碼歷史
PUBMPubMatic, Inc.COM CL A13$108<0.1%−105−89.0%減碼歷史
CHPTChargePoint Holdings, Inc.Stock10$109<0.1%−119−92.3%減碼依 1 比 20 拆股換算歷史
CLPTClearPoint Neuro, Inc.COM5$109<0.1%+5新進歷史
FRDFriedman Industries IncCOM5$109<0.1%+5新進歷史
MRSNMersana Therapeutics, Inc.COM14$109<0.1%−206−93.6%減碼依 1 比 25 拆股換算歷史
Kraneshares Tr500767835MSCI ALL CHINA5$112<0.1%+5新進–
LUCKLucky Strike Entertainment CorpCL A COM11$113<0.1%−91−89.2%減碼歷史
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$113<0.1%00.0%不變歷史
MPBMid Penn Bancorp IncCOM4$115<0.1%00.0%不變歷史
BELFABel Fuse IncCL A1$116<0.1%00.0%不變歷史
EZPZFranklin Crypto TrustETP4$116<0.1%00.0%不變歷史
TCRXTScan Therapeutics, Inc.COM65$118<0.1%−5−7.1%減碼歷史
TRAKReposiTrak, Inc.COM NEW8$119<0.1%+4+100.0%加碼歷史
WEYSWeyco Group IncCOM4$120<0.1%−3−42.9%減碼歷史
UBFOUnited Security BancsharesCOM13$121<0.1%+13新進歷史
ARQArq, Inc.COM17$122<0.1%00.0%不變歷史
LNZALanzaTech Global, Inc.COM NEW5$123<0.1%+5新進歷史
MPXMarine Products Group, LLCCOM14$124<0.1%−3−17.6%減碼歷史
PAMTPamt CorpCOM11$125<0.1%00.0%不變歷史
EVIEvi Industries, Inc.COM4$126<0.1%00.0%不變歷史
KROKronos Worldwide IncCOM22$126<0.1%+22新進歷史
NCNacco Industries IncCL A3$126<0.1%+2+200.0%加碼歷史
SBCSBC Medical Group Holdings IncCOM29$126<0.1%+29新進歷史
OLMAOlema Pharmaceuticals, Inc.COM13$127<0.1%00.0%不變歷史
ERNAErnexa Therapeutics Inc.COM116$127<0.1%00.0%不變歷史
CRMDCorMedix Inc.COM11$128<0.1%00.0%不變歷史
PRLDPrelude Therapeutics IncCOM89$128<0.1%−59−39.9%減碼歷史
QRHCQuest Resource Holding CorpCOM NEW82$128<0.1%−30−26.8%減碼歷史
SKYHSky Harbour Group CorpCOM CL A13$128<0.1%−46−78.0%減碼歷史
WOWWideOpenWest, Inc.COM25$129<0.1%−137−84.6%減碼歷史
ZYXIZynex IncCOM90$131<0.1%−69−43.4%減碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US3$133<0.1%−196−98.5%減碼–
UHGUnited Homes Group, Inc.CL A33$136<0.1%−111−77.1%減碼歷史
FUNDSprott Focus Trust Inc.COM17$137<0.1%+1+6.3%加碼歷史
ATNMActinium Pharmaceuticals, Inc.COM86$138<0.1%−129−60.0%減碼歷史
TCITranscontinental Realty Investors IncCOM NEW3$138<0.1%00.0%不變歷史
TWINTwin Disc IncCOM10$139<0.1%−14−58.3%減碼歷史
WisdomTree Tr97717X172US HGH YLD CORP3$140<0.1%−175−98.3%減碼–
AVRAnteris Technologies Global Corp.COM31$140<0.1%00.0%不變歷史
AIRJAirJoule Technologies Corp.CL A30$141<0.1%+20+200.0%加碼歷史
KLTRKaltura IncCOM101$145<0.1%−80−44.2%減碼歷史
AKAA.K.A. Brands Holding Corp.COM15$145<0.1%00.0%不變歷史
FSPFranklin Street Properties CorpCOM91$146<0.1%+86+1,720.0%加碼歷史
NXHNeighborhood Intelligence, Inc.COM15$147<0.1%+5+50.0%加碼歷史
DIBS1stdibs.com, Inc.COM58$150<0.1%−22−27.5%減碼歷史
OBEObsidian Energy Ltd.COM23$150<0.1%00.0%不變歷史
ACREAres Commercial Real Estate CorpCOM34$153<0.1%−41−54.7%減碼歷史
BTAIQBioXcel Therapeutics, Inc.COM NEW60$154<0.1%+60新進歷史
SNFCASecurity National Financial CorpCL A NEW18$156<0.1%+18新進歷史
BRTBRT Apartments Corp.COM10$157<0.1%+5+100.0%加碼歷史
STRZStarz Entertainment CorpCOM11$162<0.1%−1−8.3%減碼歷史
WIMIWiMi Hologram Cloud Inc.COM36$164<0.1%00.0%不變歷史
Neos ETF Trust78433H675NASDAQ 100 HIGH3$165<0.1%+3新進–
BTMDbiote Corp.CLASS A COM55$165<0.1%−77−58.3%減碼歷史
ACNTAscent Industries Co.COM13$167<0.1%+13新進歷史
IIIInformation Services Group Inc.COM29$167<0.1%−3−9.4%減碼歷史
BEAMBeam Therapeutics Inc.COM7$170<0.1%−8−53.3%減碼歷史
EDNEdenorSPON ADR11$171<0.1%−48−81.4%減碼歷史
COTYCoty Inc.COM CL A43$174<0.1%−1,803−97.7%減碼歷史
HURATuHURA Biosciences, Inc.COM70$174<0.1%+70新進歷史
STEMStem, Inc.COM NEW10$175<0.1%−85−89.5%減碼歷史
NIPGNIP Group Inc.SPONSORED ADS102$176<0.1%−551−84.4%減碼歷史
BWFGBankwell Financial Group, Inc.COM4$177<0.1%+1+33.3%加碼歷史
MYOMyomo, Inc.COM NEW201$179<0.1%+201新進歷史
OPADOfferpad Solutions Inc.COM CL A43$179<0.1%−84−66.1%減碼歷史
FBLAFB Bancorp, Inc.COM15$180<0.1%+15新進歷史
SBDSSolo Brands, Inc.COM CL A NEW12$181<0.1%+12新進歷史

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