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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
AEOAmerican Eagle Outfitters IncCOM1,238$2.12 萬<0.1%+294+31.1%加碼歷史
SRPTSarepta Therapeutics, Inc.COM1,105$2.13 萬<0.1%+1,091+7,792.9%加碼歷史
NATLNCR Atleos CorpCOM SHS544$2.14 萬<0.1%+85+18.5%加碼歷史
Motley Fool Small-Cap Growth ETF74933W874ETF620$2.14 萬<0.1%00.0%不變–
IAGIamgold CorpCOM1,656$2.14 萬<0.1%+518+45.5%加碼歷史
iShares Tips Bond ETF464287176ETF193$2.14 萬<0.1%−50−20.6%減碼–
HEHawaiian Electric Industries IncCOM1,945$2.15 萬<0.1%+51+2.7%加碼歷史
BTUPeabody Energy CorpCOM810$2.15 萬<0.1%−20−2.4%減碼歷史
CCBGCapital City Bank Group IncCOM514$2.15 萬<0.1%+3+0.6%加碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$2.15 萬<0.1%00.0%不變–
Sprott ETF Trust85210B201JR GOLD MINERS E300$2.15 萬<0.1%00.0%不變–
Sapiens Intl Corp N VG7T16G103SHS501$2.15 萬<0.1%+227+82.8%加碼–
MAXMediaAlpha, Inc.CL A1,894$2.16 萬<0.1%+542+40.1%加碼歷史
KSSKOHLS CorpStock1,403$2.16 萬<0.1%−24−1.7%減碼歷史
HRTGHeritage Insurance Holdings, Inc.COM859$2.16 萬<0.1%−65−7.0%減碼歷史
CRAICra International, Inc.COM104$2.17 萬<0.1%+34+48.6%加碼歷史
BHVNBiohaven Ltd.COM1,448$2.17 萬<0.1%+1,371+1,780.5%加碼歷史
CMPXCompass Therapeutics, Inc.COM6,229$2.18 萬<0.1%00.0%不變歷史
CVICVR Energy IncCOM598$2.18 萬<0.1%−53−8.1%減碼歷史
NMRKNewmark Group, Inc.CL A1,171$2.18 萬<0.1%−56−4.6%減碼歷史
EIGEmployers Holdings, Inc.COM515$2.19 萬<0.1%+138+36.6%加碼歷史
GXOGXO Logistics, Inc.Stock414$2.19 萬<0.1%+20+5.1%加碼歷史
SMSM Energy CoCOM877$2.19 萬<0.1%−551−38.6%減碼歷史
VTOLBristow Group Inc.COM607$2.19 萬<0.1%+141+30.3%加碼歷史
DXCDXC Technology CoStock1,607$2.19 萬<0.1%−130−7.5%減碼歷史
AVNTAvient CorpCOM668$2.20 萬<0.1%+167+33.3%加碼歷史
COE51Talk Online Education GroupSPONSORED ADR498$2.20 萬<0.1%−22−4.2%減碼歷史
ONTOnterris, Inc.COM803$2.21 萬<0.1%−70−8.0%減碼歷史
CSWCSW Industrials, Inc.COM91$2.21 萬<0.1%+1+1.1%加碼歷史
EVEREverQuote, Inc.COM CL A966$2.21 萬<0.1%−21−2.1%減碼歷史
STVNStevanato Group S.p.A.ORD SHS858$2.21 萬<0.1%+182+26.9%加碼歷史
CZRCaesars Entertainment, Inc.COM819$2.21 萬<0.1%+303+58.7%加碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM2,987$2.21 萬<0.1%−287−8.8%減碼歷史
JBLUJetBlue Airways CorpCOM4,516$2.22 萬<0.1%+2,726+152.3%加碼歷史
TPBTurning Point Brands, Inc.COM225$2.22 萬<0.1%00.0%不變歷史
VEONVEON Ltd.SPONSORED ADS409$2.23 萬<0.1%−1−0.2%減碼歷史
MOBMobilicom LtdSPON ADS2,399$2.23 萬<0.1%+21+0.9%加碼歷史
HSICHenry Schein IncCOM337$2.24 萬<0.1%+26+8.4%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF680$2.24 萬<0.1%−20−2.9%減碼–
CONConcentra Group Holdings Parent, Inc.COMMON STOCK1,070$2.24 萬<0.1%−125−10.5%減碼歷史
TEXTerex CorpStock437$2.24 萬<0.1%−153−25.9%減碼歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM1,595$2.24 萬<0.1%+538+50.9%加碼歷史
FLGFlagstar Bank, National AssociationStock1,944$2.25 萬<0.1%+90+4.9%加碼歷史
NPKINPK International Inc.COM SHS1,988$2.25 萬<0.1%−1,034−34.2%減碼歷史
EICEagle Point Income CoCOM1,671$2.25 萬<0.1%+601+56.2%加碼歷史
QDELQuidelOrtho CorpCOM764$2.25 萬<0.1%−2,466−76.3%減碼歷史
WLYJohn Wiley & Sons, Inc.CL A556$2.25 萬<0.1%−8−1.4%減碼歷史
BLFYBlue Foundry BancorpCOM2,481$2.26 萬<0.1%+2,480+248,000.0%加碼歷史
PJTPJT Partners Inc.COM CL A127$2.26 萬<0.1%−3−2.3%減碼歷史
DEIDouglas Emmett IncCOM1,452$2.26 萬<0.1%−242−14.3%減碼歷史
CWSTCasella Waste Systems IncCL A239$2.27 萬<0.1%−46−16.1%減碼歷史
DANDANA IncCOM1,135$2.27 萬<0.1%−49−4.1%減碼歷史
SFLSFL Corp Ltd.SHS3,027$2.28 萬<0.1%−290−8.7%減碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A587$2.28 萬<0.1%−324−35.6%減碼歷史
TPCTutor Perini CorpCOM348$2.28 萬<0.1%+77+28.4%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW2,813$2.29 萬<0.1%+116+4.3%加碼歷史
LEN.BLennar CorpCL B191$2.29 萬<0.1%+2+1.1%加碼歷史
MDPediatrix Medical Group, Inc.COM1,370$2.29 萬<0.1%−14−1.0%減碼歷史
FLNCFluence Energy, Inc.COM CL A2,126$2.30 萬<0.1%+178+9.1%加碼歷史
CATYCathay General BancorpCOM482$2.31 萬<0.1%−24−4.7%減碼歷史
QSRRestaurant Brands International Inc.COM361$2.32 萬<0.1%+131+57.0%加碼歷史
WLFCWillis Lease Finance CorpCOM169$2.32 萬<0.1%−208−55.2%減碼歷史
UEUrban Edge PropertiesCOM1,133$2.32 萬<0.1%−189−14.3%減碼歷史
ONONOn Holding AGStock548$2.32 萬<0.1%−21−3.7%減碼歷史
PSTLPostal Realty Trust, Inc.CL A1,481$2.32 萬<0.1%+242+19.5%加碼歷史
TFSLTFS Financial CORPCOM1,774$2.34 萬<0.1%+19+1.1%加碼歷史
SONOSonos IncCOM1,485$2.35 萬<0.1%+154+11.6%加碼歷史
PACPacific Airport GroupSPON ADS B99$2.35 萬<0.1%−13−11.6%減碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG1,091$2.35 萬<0.1%+1,091新進–
KIOKKR Income Opportunities FundCOM1,868$2.35 萬<0.1%+633+51.3%加碼歷史
STELStellar Bancorp, Inc.COM776$2.35 萬<0.1%+25+3.3%加碼歷史
JBSSSanfilippo John B & Son IncCOM367$2.36 萬<0.1%−48−11.6%減碼歷史
CNOBConnectOne Bancorp, Inc.COM951$2.36 萬<0.1%+112+13.3%加碼歷史
SCLStepan CoCOM495$2.36 萬<0.1%−26−5.0%減碼歷史
HGHamilton Insurance Group, Ltd.CL B953$2.36 萬<0.1%−162−14.5%減碼歷史
ATECAlphatec Holdings, Inc.COM NEW1,627$2.37 萬<0.1%−22−1.3%減碼歷史
STNEStoneCo Ltd.COM1,251$2.37 萬<0.1%+128+11.4%加碼歷史
SBHSally Beauty Holdings, Inc.COM1,455$2.37 萬<0.1%−81−5.3%減碼歷史
MYEMyers Industries IncCOM1,399$2.37 萬<0.1%−501−26.4%減碼歷史
LXFRLuxfer Holdings PLCSHS1,708$2.37 萬<0.1%+129+8.2%加碼歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S350$2.38 萬<0.1%00.0%不變–
BBIOBridgeBio Pharma, Inc.COM458$2.38 萬<0.1%−14−3.0%減碼歷史
IPIIntrepid Potash, Inc.COM778$2.38 萬<0.1%−41−5.0%減碼歷史
VNOMViper Energy, Inc.CL A624$2.38 萬<0.1%+323+107.3%加碼歷史
IESCIES Holdings, Inc.COM60$2.39 萬<0.1%−2−3.2%減碼歷史
New Gold Inc Cda644535106COM3,323$2.39 萬<0.1%−590−15.1%減碼–
CSGSCSG Systems International IncCOM371$2.39 萬<0.1%+71+23.7%加碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B556$2.39 萬<0.1%−127−18.6%減碼歷史
JOEST JOE CoCOM486$2.40 萬<0.1%−166−25.5%減碼歷史
STSensata Technologies Holding plcSHS787$2.40 萬<0.1%−391−33.2%減碼歷史
HBIHanesbrands Inc.COM3,651$2.41 萬<0.1%+449+14.0%加碼歷史
PEBOPeoples Bancorp IncCOM805$2.41 萬<0.1%+120+17.5%加碼歷史
BANCBanc of California, Inc.COM1,459$2.41 萬<0.1%−15−1.0%減碼歷史
ARLPAlliance Resource Partners LPStock956$2.42 萬<0.1%+22+2.4%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH990$2.42 萬<0.1%+11+1.1%加碼–
CCCCCC Intelligent Solutions Holdings Inc.COM2,659$2.42 萬<0.1%+1,192+81.3%加碼歷史
KMTKennametal IncCOM1,158$2.42 萬<0.1%+550+90.5%加碼歷史
LILi Auto Inc.SPONSORED ADS957$2.43 萬<0.1%−177−15.6%減碼歷史
MOFGMidWestOne Financial Group, Inc.COM858$2.43 萬<0.1%+456+113.4%加碼歷史
WESTWestrock Coffee CoCOM5,002$2.43 萬<0.1%−1,212−19.5%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