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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
Clearway Energy, Inc.18539C105CL A906$2.44 萬<0.1%−46−4.8%減碼–
LNTHLantheus Holdings, Inc.Stock476$2.44 萬<0.1%−589−55.3%減碼歷史
SMPLSimply Good Foods CoCOM984$2.44 萬<0.1%+17+1.8%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US326$2.44 萬<0.1%−55−14.4%減碼–
BATRAAtlanta Braves Holdings, Inc.COM SER A538$2.45 萬<0.1%+25+4.9%加碼歷史
MGEEMge Energy IncCOM291$2.45 萬<0.1%−9−3.0%減碼歷史
CHEFChefs' Warehouse, Inc.COM420$2.45 萬<0.1%+77+22.4%加碼歷史
RUSHBRush Enterprises IncCL B427$2.45 萬<0.1%+167+64.2%加碼歷史
TENBTenable Holdings, Inc.COM841$2.45 萬<0.1%+354+72.7%加碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C591$2.46 萬<0.1%−106−15.2%減碼歷史
MEIMethode Electronics IncCOM3,259$2.46 萬<0.1%+170+5.5%加碼歷史
BCPCBalchem CorpCOM164$2.46 萬<0.1%−61−27.1%減碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.47 萬<0.1%00.0%不變–
MTNVail Resorts IncCOM165$2.47 萬<0.1%−9−5.2%減碼歷史
NBTBNBT Bancorp IncCOM592$2.47 萬<0.1%−54−8.4%減碼歷史
DCOMDime Commercial Bancshares, Inc.COM829$2.47 萬<0.1%−71−7.9%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF246$2.48 萬<0.1%−2,421−90.8%減碼–
CABOCable One, Inc.COM140$2.48 萬<0.1%+90+180.0%加碼歷史
APPNAppian CorpCL A811$2.48 萬<0.1%+599+282.5%加碼歷史
CWHCamping World Holdings, Inc.CL A1,572$2.48 萬<0.1%+455+40.7%加碼歷史
JAMFJamf Holding Corp.COM2,320$2.48 萬<0.1%+152+7.0%加碼歷史
TCBKTrico BancsharesCOM559$2.48 萬<0.1%−5−0.9%減碼歷史
WAVEEco Wave Power Global AB (publ)SPONSORED ADS2,911$2.49 萬<0.1%+176+6.4%加碼歷史
EQBKEquity Bancshares IncCOM CL A612$2.49 萬<0.1%+25+4.3%加碼歷史
CLDTChatham Lodging TrustCOM3,715$2.49 萬<0.1%+384+11.5%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A89$2.50 萬<0.1%+23+34.8%加碼歷史
PCHPotlatchdeltic CorpCOM613$2.50 萬<0.1%+29+5.0%加碼歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$2.50 萬<0.1%+1+0.3%加碼–
MNDYmonday.com Ltd.SHS129$2.50 萬<0.1%−21−14.0%減碼歷史
GRBKGreen Brick Partners, Inc.COM339$2.50 萬<0.1%00.0%不變歷史
Global X FDS37960A529DEFENSE TECH ETF357$2.51 萬<0.1%+334+1,452.2%加碼–
RAMPLiveRamp Holdings, Inc.COM924$2.51 萬<0.1%+120+14.9%加碼歷史
BWXTBWX Technologies, Inc.COM136$2.51 萬<0.1%+17+14.3%加碼歷史
ACHCAcadia Healthcare Company, Inc.COM1,019$2.52 萬<0.1%−385−27.4%減碼歷史
UCTTUltra Clean Holdings, Inc.COM926$2.52 萬<0.1%+554+148.9%加碼歷史
CIBGrupo Cibest S.A.SPON ADS486$2.52 萬<0.1%+20+4.3%加碼歷史
ACADAcadia Pharmaceuticals IncCOM1,183$2.52 萬<0.1%+215+22.2%加碼歷史
ALDXAldeyra Therapeutics, Inc.COM4,840$2.53 萬<0.1%+291+6.4%加碼歷史
SMGScotts Miracle-Gro CoStock444$2.53 萬<0.1%−83−15.7%減碼歷史
DEAEasterly Government Properties, Inc.COM SHS1,103$2.53 萬<0.1%−27−2.4%減碼歷史
BBWBuild-A-Bear Workshop IncCOM388$2.53 萬<0.1%+56+16.9%加碼歷史
CMBTCmb.tech NVSHS2,695$2.53 萬<0.1%+806+42.7%加碼歷史
BTGB2GOLD CorpCOM5,113$2.53 萬<0.1%+1,679+48.9%加碼歷史
GLBEGlobal-E Online Ltd.SHS708$2.53 萬<0.1%+49+7.4%加碼歷史
WHDCactus, Inc.CL A642$2.53 萬<0.1%+259+67.6%加碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF509$2.53 萬<0.1%+4+0.8%加碼–
WMSAdvanced Drainage Systems, Inc.COM183$2.54 萬<0.1%+9+5.2%加碼歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD255$2.54 萬<0.1%+2+0.8%加碼–
MSGSMadison Square Garden Sports Corp.CL A112$2.54 萬<0.1%+20+21.7%加碼歷史
CCUUnited Breweries Co IncSPONSORED ADR2,109$2.56 萬<0.1%−1,124−34.8%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z910$2.56 萬<0.1%+43+5.0%加碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM377$2.56 萬<0.1%−1−0.3%減碼–
LIVNLivaNova PLCSHS489$2.56 萬<0.1%−214−30.4%減碼歷史
SDRLSEADRILL LtdCOM848$2.56 萬<0.1%−756−47.1%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A348$2.56 萬<0.1%+97+38.6%加碼歷史
IBPInstalled Building Products, Inc.COM104$2.57 萬<0.1%+1+1.0%加碼歷史
ALHCAlignment Healthcare, Inc.COM1,471$2.57 萬<0.1%+585+66.0%加碼歷史
NOMDNomad Foods LtdUSD ORD SHS1,953$2.57 萬<0.1%+43+2.3%加碼歷史
EFOREverforth IncCOM543$2.57 萬<0.1%+250+85.3%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS2,411$2.57 萬<0.1%00.0%不變歷史
LTCLTC Properties IncREIT698$2.57 萬<0.1%+27+4.0%加碼歷史
PNNTPennantpark Investment CorpCOM3,838$2.58 萬<0.1%+143+3.9%加碼歷史
IRTIndependence Realty Trust, Inc.COM1,577$2.58 萬<0.1%+261+19.8%加碼歷史
SENEASeneca Foods CorpCL A240$2.59 萬<0.1%−113−32.0%減碼歷史
Townebank Portsmouth Va89214P109COM751$2.60 萬<0.1%−2−0.3%減碼–
HASIHA Sustainable Infrastructure Capital, Inc.COM846$2.60 萬<0.1%+92+12.2%加碼歷史
QNSTQuinstreet, IncCOM1,687$2.61 萬<0.1%+652+63.0%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,418$2.61 萬<0.1%+97+7.3%加碼歷史
TFINTriumph Financial, Inc.COM522$2.61 萬<0.1%+209+66.8%加碼歷史
WRLDWorld Acceptance CorpCOM155$2.62 萬<0.1%+20+14.8%加碼歷史
ICLRIcon PLCCOM150$2.63 萬<0.1%+61+68.5%加碼歷史
STKLSunOpta Inc.COM4,490$2.63 萬<0.1%−12−0.3%減碼歷史
HOGHarley-Davidson, Inc.COM944$2.63 萬<0.1%+549+139.0%加碼歷史
GMEDGlobus Medical IncStock460$2.63 萬<0.1%−2−0.4%減碼歷史
ASTEAstec Industries IncCOM549$2.64 萬<0.1%+26+5.0%加碼歷史
KELYAKelly Services IncCL A2,015$2.64 萬<0.1%+1,135+129.0%加碼歷史
ENREnergizer Holdings, Inc.COM1,064$2.65 萬<0.1%+405+61.5%加碼歷史
PDPagerDuty, Inc.COM1,605$2.65 萬<0.1%+1,149+252.0%加碼歷史
ZZillow Group, Inc.CL C CAP STK345$2.66 萬<0.1%−9−2.5%減碼歷史
BLBDBlue Bird CorpCOM462$2.66 萬<0.1%+44+10.5%加碼歷史
NOGNorthern Oil & Gas, Inc.COM1,073$2.66 萬<0.1%−441−29.1%減碼歷史
REVGREV Group, Inc.COM470$2.66 萬<0.1%+5+1.1%加碼歷史
YORWYork Water CoCOM877$2.67 萬<0.1%+117+15.4%加碼歷史
FUSBFirst US Bancshares, Inc.COM2,161$2.67 萬<0.1%00.0%不變歷史
NICENICE Ltd.SPONSORED ADR185$2.68 萬<0.1%+30+19.4%加碼歷史
NSSCNapco Security Technologies, IncStock625$2.68 萬<0.1%+7+1.1%加碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM216$2.69 萬<0.1%+93+75.6%加碼歷史
AVTRAvantor, Inc.COM2,156$2.69 萬<0.1%−31−1.4%減碼歷史
RPCRidgepost Capital, Inc.CL A COM2,474$2.69 萬<0.1%+939+61.2%加碼歷史
HOMBHome Bancshares IncCOM955$2.70 萬<0.1%+253+36.0%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.71 萬<0.1%00.0%不變歷史
LITELumentum Holdings Inc.COM167$2.72 萬<0.1%+131+363.9%加碼歷史
STRLSterling Infrastructure, Inc.COM80$2.72 萬<0.1%−1−1.2%減碼歷史
MGAMagna International IncCOM574$2.72 萬<0.1%+78+15.7%加碼歷史
TTITetra Technologies IncCOM4,731$2.72 萬<0.1%+571+13.7%加碼歷史
CRKComstock Resources IncCOM1,372$2.72 萬<0.1%−1,453−51.4%減碼歷史
CVBFCVB Financial CorpCOM1,440$2.72 萬<0.1%+118+8.9%加碼歷史
SLVMSylvamo CorpCOMMON STOCK616$2.72 萬<0.1%−366−37.3%減碼歷史
KFRCKforce IncCOM910$2.73 萬<0.1%+492+117.7%加碼歷史
TECHBIO-TECHNE CorpCOM492$2.74 萬<0.1%−181−26.9%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