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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
CUBECubeSmartREIT451$1.83 萬<0.1%−2−0.4%減碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$1.83 萬<0.1%00.0%不變歷史
UECUranium Energy CorpCOM1,377$1.84 萬<0.1%+547+65.9%加碼歷史
SHOSunstone Hotel Investors, Inc.COM1,965$1.84 萬<0.1%−190−8.8%減碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS1,359$1.84 萬<0.1%−8−0.6%減碼歷史
OLNOLIN CorpStock737$1.84 萬<0.1%−74−9.1%減碼歷史
EGHT8X8 IncCOM8,695$1.84 萬<0.1%+2,049+30.8%加碼歷史
WSRWhitestone REITCOM1,504$1.85 萬<0.1%+78+5.5%加碼歷史
VVXV2X, Inc.COM318$1.85 萬<0.1%+7+2.3%加碼歷史
WKCWorld Kinect CorpCOM713$1.85 萬<0.1%−114−13.8%減碼歷史
NUSNu Skin Enterprises, Inc.CL A1,520$1.85 萬<0.1%−628−29.2%減碼歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS493$1.85 萬<0.1%−173−26.0%減碼歷史
FRPHFRP Holdings, Inc.COM761$1.85 萬<0.1%+33+4.5%加碼歷史
TBBKBancorp, Inc.COM248$1.86 萬<0.1%+34+15.9%加碼歷史
IBCPIndependent Bank CorpCOM NEW600$1.86 萬<0.1%−157−20.7%減碼歷史
STCStewart Information Services CorpCOM254$1.86 萬<0.1%−78−23.5%減碼歷史
HTZHertz Global Holdings, IncCOM NEW2,741$1.86 萬<0.1%−79−2.8%減碼歷史
OIO-I Glass, Inc.COM1,439$1.87 萬<0.1%+530+58.3%加碼歷史
IMKTAIngles Markets IncCL A269$1.87 萬<0.1%+36+15.5%加碼歷史
MRCMRC Global Inc.COM1,301$1.88 萬<0.1%−647−33.2%減碼歷史
CMPCompass Minerals International IncStock978$1.88 萬<0.1%−59−5.7%減碼歷史
CHWCalamos Global Dynamic Income FundCOM2,500$1.89 萬<0.1%00.0%不變歷史
DBX ETF Tr233051432XTRACK USD HIGH508$1.89 萬<0.1%00.0%不變–
HRIHerc Holdings IncCOM162$1.89 萬<0.1%+94+138.2%加碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF342$1.89 萬<0.1%+289+545.3%加碼–
CNMCore & Main, Inc.CL A352$1.89 萬<0.1%−102−22.5%減碼歷史
EPCEdgewell Personal Care CoCOM931$1.90 萬<0.1%−46−4.7%減碼歷史
RGNXREGENXBIO Inc.COM1,971$1.90 萬<0.1%+694+54.3%加碼歷史
PSFEPaysafe LtdSHS1,473$1.90 萬<0.1%+572+63.5%加碼歷史
IRWDIronwood Pharmaceuticals IncCOM CL A14,571$1.91 萬<0.1%+2,550+21.2%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF528$1.91 萬<0.1%00.0%不變–
CASSCass Information Systems IncCOM488$1.92 萬<0.1%+133+37.5%加碼歷史
HTBHomeTrust Bancshares, Inc.COM469$1.92 萬<0.1%+65+16.1%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF336$1.92 萬<0.1%00.0%不變–
JBTMJBT Marel CorpCOM137$1.92 萬<0.1%−95−40.9%減碼歷史
SXIStandex International CorpCOM91$1.93 萬<0.1%−14−13.3%減碼歷史
SITCSITE Centers Corp.COM2,141$1.93 萬<0.1%−1,620−43.1%減碼歷史
FFBCFirst Financial BancorpCOM764$1.93 萬<0.1%+172+29.1%加碼歷史
AHRTAH Realty Trust, Inc.COM2,754$1.93 萬<0.1%−30−1.1%減碼歷史
SFDSmithfield Foods IncCOM823$1.93 萬<0.1%+590+253.2%加碼歷史
HNIHni CorpStock413$1.93 萬<0.1%−54−11.6%減碼歷史
RLJRLJ Lodging TrustCOM2,693$1.94 萬<0.1%−777−22.4%減碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.94 萬<0.1%00.0%不變–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.94 萬<0.1%00.0%不變–
NOVTNovanta IncCOM194$1.94 萬<0.1%+62+47.0%加碼歷史
NFBKNorthfield Bancorp, Inc.COM1,647$1.94 萬<0.1%+177+12.0%加碼歷史
CVGWCalavo Growers IncCOM756$1.95 萬<0.1%−158−17.3%減碼歷史
PRGOPERRIGO Co plcSHS874$1.95 萬<0.1%−91−9.4%減碼歷史
REZIResideo Technologies, Inc.Stock451$1.95 萬<0.1%−551−55.0%減碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS2,067$1.95 萬<0.1%+1,574+319.3%加碼歷史
FFICFlushing Financial CorpCOM1,415$1.95 萬<0.1%+362+34.4%加碼歷史
CHYMChime Financial, Inc.COM SHS CL A970$1.96 萬<0.1%00.0%不變歷史
BANDBandwidth Inc.COM CL A1,176$1.96 萬<0.1%−181−13.3%減碼歷史
VREVeris Residential, Inc.COM1,290$1.96 萬<0.1%00.0%不變歷史
TRSTrimas CorpCOM NEW508$1.96 萬<0.1%−76−13.0%減碼歷史
RMRRMR Group Inc.CL A1,248$1.96 萬<0.1%+17+1.4%加碼歷史
FPIFarmland Partners Inc.COM1,806$1.97 萬<0.1%+173+10.6%加碼歷史
CARECarter Bankshares, Inc.COM NEW1,015$1.97 萬<0.1%00.0%不變歷史
JOYYJOYY Inc.ADS REPSTG COM A337$1.98 萬<0.1%−27−7.4%減碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.98 萬<0.1%00.0%不變–
SXCSunCoke Energy, Inc.COM2,425$1.98 萬<0.1%−567−19.0%減碼歷史
CTBICommunity Trust Bancorp IncCOM354$1.98 萬<0.1%+22+6.6%加碼歷史
OPLNOPENLANE, Inc.COM689$1.98 萬<0.1%−278−28.7%減碼歷史
iShares Inc464286608MSCI EURZONE ETF321$1.99 萬<0.1%00.0%不變–
CRCLCircle Internet Group, Inc.COM CL A150$1.99 萬<0.1%00.0%不變歷史
WINAWinmark CorpCOM40$1.99 萬<0.1%00.0%不變歷史
LEGNLegend Biotech CorpSPONSORED ADS611$1.99 萬<0.1%−223−26.7%減碼歷史
ATMUAtmus Filtration Technologies Inc.COM442$1.99 萬<0.1%+355+408.0%加碼歷史
AROWArrow Financial CorpCOM705$2.00 萬<0.1%+13+1.9%加碼歷史
PHARPharming Group N.V.SPON ADS1,377$2.00 萬<0.1%−1,602−53.8%減碼歷史
VICRVicor CorpCOM402$2.00 萬<0.1%+63+18.6%加碼歷史
PCVXVaxcyte, Inc.COM557$2.01 萬<0.1%+49+9.6%加碼歷史
Subversive Congressional Democrats Trading ETF886364199ETF448$2.01 萬<0.1%+137+44.1%加碼–
KTOSKratos Defense & Security Solutions, Inc.COM NEW220$2.01 萬<0.1%+40+22.2%加碼歷史
LEGLeggett & Platt IncStock2,265$2.01 萬<0.1%+128+6.0%加碼歷史
CMRECostamare Inc.SHS1,690$2.01 萬<0.1%−318−15.8%減碼歷史
MTUSMetallus Inc.COM1,220$2.02 萬<0.1%−39−3.1%減碼歷史
iShares Tr46429B333GNMA BOND ETF455$2.02 萬<0.1%00.0%不變–
SNEXStoneX Group Inc.COM200$2.02 萬<0.1%−38−16.0%減碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED653$2.02 萬<0.1%−147−18.4%減碼–
MANUManchester United plcORD CL A1,341$2.03 萬<0.1%+320+31.3%加碼歷史
PLUSEplus IncCOM286$2.03 萬<0.1%−43−13.1%減碼歷史
iShares Tr464288356CALIF MUN BD ETF356$2.03 萬<0.1%+2+0.6%加碼–
MBWMMercantile Bank CorpCOM452$2.03 萬<0.1%+215+90.7%加碼歷史
WGOWinnebago Industries IncCOM609$2.04 萬<0.1%−229−27.3%減碼歷史
CZNCCitizens & Northern CorpCOM1,029$2.04 萬<0.1%−98−8.7%減碼歷史
XPROExpro Group Holdings N.V.COM1,720$2.04 萬<0.1%−80−4.4%減碼歷史
NBHCNational Bank Holdings CorpCL A529$2.04 萬<0.1%+69+15.0%加碼歷史
LIONLionsgate Studios Corp.COM2,964$2.05 萬<0.1%−1,026−25.7%減碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ407$2.05 萬<0.1%00.0%不變–
SCSCScansource, Inc.COM467$2.05 萬<0.1%+18+4.0%加碼歷史
CARTMaplebear Inc.COM563$2.07 萬<0.1%+138+32.5%加碼歷史
BBDBank BradescoSP ADR PFD NEW6,136$2.07 萬<0.1%−2,549−29.3%減碼歷史
Metals Acquisition CorpG60409110ORD SHS1,701$2.08 萬<0.1%−1,105−39.4%減碼–
TRNOTerreno Realty CorpCOM368$2.09 萬<0.1%−79−17.7%減碼歷史
BCCBoise Cascade CoCOM272$2.10 萬<0.1%−172−38.7%減碼歷史
MACMacerich CoCOM1,157$2.11 萬<0.1%−177−13.3%減碼歷史
FROFrontline plcCOM925$2.11 萬<0.1%−4,827−83.9%減碼歷史
GBXGreenbrier Companies IncStock457$2.11 萬<0.1%−43−8.6%減碼歷史
BHRBBurke & Herbert Financial Services Corp.COM343$2.12 萬<0.1%+42+14.0%加碼歷史

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