跳到主要內容
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
OSCROscar Health, Inc.CL A1,447$2.74 萬<0.1%+51+3.7%加碼歷史
NEOGNeogen CorpCOM4,817$2.75 萬<0.1%+539+12.6%加碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF1,154$2.75 萬<0.1%+517+81.2%加碼–
PCORProcore Technologies, Inc.COM379$2.76 萬<0.1%−5−1.3%減碼歷史
THSTreeHouse Foods, Inc.COM1,369$2.77 萬<0.1%+14+1.0%加碼歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW645$2.77 萬<0.1%−134−17.2%減碼歷史
ACCOAcco Brands CorpCOM6,944$2.77 萬<0.1%+2,398+52.7%加碼歷史
POWLPowell Industries IncStock91$2.77 萬<0.1%+3+3.4%加碼歷史
ROCKGibraltar Industries, Inc.COM442$2.78 萬<0.1%−39−8.1%減碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ417$2.78 萬<0.1%−69−14.2%減碼–
OSBCOld Second Bancorp IncCOM1,610$2.78 萬<0.1%+130+8.8%加碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$2.79 萬<0.1%00.0%不變–
LENZLENZ Therapeutics, Inc.COM600$2.79 萬<0.1%+1+0.2%加碼歷史
LBTYKLiberty Global Ltd.COM CL C2,382$2.80 萬<0.1%+797+50.3%加碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM2,955$2.81 萬<0.1%+837+39.5%加碼歷史
SLGNSilgan Holdings IncCOM653$2.81 萬<0.1%−16−2.4%減碼歷史
WERNWerner Enterprises IncCOM1,068$2.81 萬<0.1%+43+4.2%加碼歷史
GRNTGranite Ridge Resources, Inc.COM5,203$2.81 萬<0.1%−518−9.1%減碼歷史
SBSISouthside Bancshares IncCOM998$2.82 萬<0.1%+51+5.4%加碼歷史
DARDarling Ingredients Inc.COM915$2.82 萬<0.1%−101−9.9%減碼歷史
MTRXMatrix Service CoCOM2,161$2.83 萬<0.1%−7−0.3%減碼歷史
PRKPark National CorpCOM174$2.83 萬<0.1%−1−0.6%減碼歷史
iShares Tr464287341GLOBAL ENERG ETF678$2.83 萬<0.1%−218−24.3%減碼–
QCRHQCR Holdings IncCOM377$2.85 萬<0.1%+47+14.2%加碼歷史
DXDynex Capital IncCOM2,326$2.86 萬<0.1%+515+28.4%加碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW940$2.86 萬<0.1%+205+27.9%加碼歷史
TRSTTrustco Bank Corp N YCOM NEW790$2.87 萬<0.1%+4+0.5%加碼歷史
WHRWhirlpool CorpStock365$2.87 萬<0.1%−4−1.1%減碼歷史
CNXNPC Connection IncCOM464$2.88 萬<0.1%−116−20.0%減碼歷史
Innovator ETFs Trust45782C342US SML CP PWR ET843$2.88 萬<0.1%00.0%不變–
UWMCUWM Holdings CorpCOM CL A4,735$2.88 萬<0.1%−1,046−18.1%減碼歷史
AMPYAmplify Energy Corp.COM5,494$2.88 萬<0.1%+286+5.5%加碼歷史
SHOOSteven Madden, Ltd.COM862$2.89 萬<0.1%−183−17.5%減碼歷史
SRCE1st Source CorpCOM469$2.89 萬<0.1%+32+7.3%加碼歷史
BLDQXO Insulation, LLCStock74$2.89 萬<0.1%+8+12.1%加碼歷史
GTLSChart Industries IncCOM145$2.90 萬<0.1%+71+95.9%加碼歷史
NABLN-able, Inc.COMMON STOCK3,724$2.90 萬<0.1%−65−1.7%減碼歷史
LUMNLumen Technologies, Inc.Stock4,747$2.91 萬<0.1%−161−3.3%減碼歷史
OWLBlue Owl Capital Inc.COM CL A1,719$2.91 萬<0.1%+517+43.0%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM174$2.91 萬<0.1%+14+8.8%加碼歷史
TENTsakos Energy Navigation LtdSHS1,312$2.92 萬<0.1%+1+0.1%加碼歷史
SNDRSchneider National, Inc.CL B1,381$2.92 萬<0.1%+394+39.9%加碼歷史
SITMSITIME CorpCOM97$2.92 萬<0.1%+23+31.1%加碼歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH312$2.92 萬<0.1%−1,021−76.6%減碼–
NLOPNet Lease Office PropertiesCOM986$2.93 萬<0.1%−26−2.6%減碼歷史
ERIEErie Indemnity CoCL A92$2.93 萬<0.1%+34+58.6%加碼歷史
LXPLXP Industrial TrustCOM3,268$2.93 萬<0.1%−213−6.1%減碼歷史
FCPTFour Corners Property Trust, Inc.COM1,201$2.93 萬<0.1%+226+23.2%加碼歷史
BSTBlackRock Science & Technology TrustSHS710$2.94 萬<0.1%00.0%不變歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,321$2.94 萬<0.1%−383−14.2%減碼歷史
SPNTSiriusPoint LtdCOM1,625$2.94 萬<0.1%−488−23.1%減碼歷史
VRTSVirtus Investment Partners, Inc.COM155$2.95 萬<0.1%+52+50.5%加碼歷史
ANABAnaptysbio, IncCOM965$2.95 萬<0.1%−117−10.8%減碼歷史
HODLVanEck Bitcoin ETFSH BEN INT913$2.96 萬<0.1%00.0%不變歷史
MATVMativ Holdings, Inc.COM2,617$2.96 萬<0.1%+873+50.1%加碼歷史
DAYDayforce, Inc.COM430$2.96 萬<0.1%−285−39.9%減碼歷史
GGBGerdau S.A.SPON ADR REP PFD9,589$2.97 萬<0.1%−1,098−10.3%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.97 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$2.98 萬<0.1%00.0%不變–
SOBOSouth Bow CorpCOM1,055$2.98 萬<0.1%+645+157.3%加碼歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,249$2.99 萬<0.1%+11+0.9%加碼–
XPXP Inc.CL A1,591$2.99 萬<0.1%−43−2.6%減碼歷史
TACTransalta CorpCOM2,188$2.99 萬<0.1%+441+25.2%加碼歷史
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF1,184$2.99 萬<0.1%+1,184新進–
LINELineage, Inc.COM775$2.99 萬<0.1%+203+35.5%加碼歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS1,071$3.00 萬<0.1%+901+530.0%加碼歷史
FSSFederal Signal CorpCOM252$3.00 萬<0.1%+9+3.7%加碼歷史
BMIBadger Meter IncCOM168$3.00 萬<0.1%−39−18.8%減碼歷史
RBRKRubrik, Inc.Stock365$3.00 萬<0.1%+340+1,360.0%加碼歷史
KREFKKR Real Estate Finance Trust Inc.COM3,339$3.01 萬<0.1%−812−19.6%減碼歷史
EBFEnnis, Inc.COM1,644$3.01 萬<0.1%+120+7.9%加碼歷史
DHILDiamond Hill Investment Group IncCOM NEW216$3.02 萬<0.1%+37+20.7%加碼歷史
FULTFulton Financial CorpCOM1,626$3.03 萬<0.1%−36−2.2%減碼歷史
ZEUSOlympic Steel IncCOM997$3.04 萬<0.1%+166+20.0%加碼歷史
GSLGlobal Ship Lease, Inc.COM CL A989$3.04 萬<0.1%+431+77.2%加碼歷史
BYByline Bancorp, Inc.COM1,095$3.04 萬<0.1%+546+99.5%加碼歷史
BENFranklin Templeton IncCOM1,313$3.04 萬<0.1%+740+129.1%加碼歷史
WORWorthington Enterprises, Inc.COM548$3.04 萬<0.1%−71−11.5%減碼歷史
MSBIMidland States Bancorp, Inc.COM1,775$3.04 萬<0.1%+609+52.2%加碼歷史
SOHUSohu.com LtdSPONSORED ADS1,947$3.04 萬<0.1%−46−2.3%減碼歷史
AMSFAmerisafe IncCOM695$3.05 萬<0.1%+148+27.1%加碼歷史
NHINational Health Investors IncCOM385$3.06 萬<0.1%−21−5.2%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD613$3.06 萬<0.1%−266−30.3%減碼歷史
HHyatt Hotels CorpCOM CL A216$3.07 萬<0.1%+107+98.2%加碼歷史
GIIIG III Apparel Group LtdCOM1,153$3.07 萬<0.1%+591+105.2%加碼歷史
KALUKaiser Aluminum CorpCOM PAR $0.01398$3.07 萬<0.1%−16−3.9%減碼歷史
PVHPVH Corp.COM367$3.07 萬<0.1%+80+27.9%加碼歷史
TRINTrinity Capital Inc.COM1,989$3.08 萬<0.1%+391+24.5%加碼歷史
Fidelity Covington Trust31609A107ENHANCED LARGE919$3.08 萬<0.1%00.0%不變–
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$3.09 萬<0.1%00.0%不變–
EXKEndeavour Silver CorpCOM3,969$3.11 萬<0.1%00.0%不變歷史
INVAInnoviva, Inc.COM1,713$3.13 萬<0.1%−685−28.6%減碼歷史
PFBCPreferred BankCOM NEW346$3.13 萬<0.1%+15+4.5%加碼歷史
IPARInterparfums IncCOM318$3.13 萬<0.1%+84+35.9%加碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG910$3.13 萬<0.1%−247−21.3%減碼歷史
DLXDeluxe CorpCOM1,627$3.15 萬<0.1%+418+34.6%加碼歷史
ADNTAdient plcStock1,310$3.15 萬<0.1%+71+5.7%加碼歷史
MYGNMyriad Genetics IncCOM4,372$3.16 萬<0.1%−300−6.4%減碼歷史
RNSTRenasant CorpCOM857$3.16 萬<0.1%+349+68.7%加碼歷史
IMAXImax CorpCOM966$3.16 萬<0.1%+96+11.0%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