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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
SHL Telemedicine Ltd78423T200ADS89$182<0.1%00.0%不變–
FLXSFlexsteel Industries IncCOM4$185<0.1%+1+33.3%加碼歷史
ISTRInvestar Holding CorpCOM8$186<0.1%+1+14.3%加碼歷史
WEAVWeave Communications, Inc.Stock28$187<0.1%−146−83.9%減碼歷史
CIXCompx International IncCL A8$187<0.1%−3−27.3%減碼歷史
PESIPerma Fix Environmental Services IncCOM NEW19$192<0.1%−41−68.3%減碼歷史
NAUTNautilus Biotechnology, Inc.COM229$193<0.1%−149−39.4%減碼歷史
PLPlanet Labs PBCCOM CL A15$195<0.1%+15新進歷史
VALUValue Line IncCOM5$195<0.1%+3+150.0%加碼歷史
ASTHAstrana Health, Inc.COM NEW7$198<0.1%+7新進歷史
SEATVivid Seats Inc.COM CL A12$199<0.1%+12新進歷史
PVBCProvident Bancorp, Inc.COM NEW16$200<0.1%+13+433.3%加碼歷史
KRTKarat Packaging Inc.COM8$202<0.1%−10−55.6%減碼歷史
ECBKECB Bancorp, Inc.COM13$206<0.1%+13新進歷史
NKSHNational Bankshares IncCOM7$206<0.1%+4+133.3%加碼歷史
VTEXVtexSHS CL A47$206<0.1%+47新進歷史
RDWRedwire CorpStock23$207<0.1%−36−61.0%減碼歷史
STEXStreamex Corp.COM36$207<0.1%+36新進歷史
SNCRSynchronoss Technologies IncCOM NEW34$207<0.1%+34新進歷史
TCMDTactile Systems Technology IncCOM15$208<0.1%−24−61.5%減碼歷史
SVRESaverOne 2014 Ltd.COM127$208<0.1%−529−80.6%減碼歷史
AMPXAmprius Technologies, Inc.COMMON STOCK20$210<0.1%00.0%不變歷史
BWMNBowman Consulting Group Ltd.COM5$212<0.1%00.0%不變歷史
GENVRGen Digital Inc.COM29$214<0.1%00.0%不變歷史
PEBKPeoples Bancorp of North Carolina IncCOM7$215<0.1%+3+75.0%加碼歷史
SGRYSurgery Partners, Inc.Stock10$216<0.1%−13−56.5%減碼歷史
Capital Group Global Equity14020R107SHS7$216<0.1%00.0%不變–
CHGGChegg, IncCOM144$217<0.1%−261−64.4%減碼歷史
GSATGlobalstar, Inc.COM NEW6$218<0.1%00.0%不變歷史
KGKestrel Group LtdCOM8$218<0.1%00.0%不變歷史
SLNDSouthland Holdings, Inc.COM51$219<0.1%−2−3.8%減碼歷史
TRNSTranscat IncCOM3$220<0.1%−20−87.0%減碼歷史
SPIRSpire Global, Inc.COM CL A20$220<0.1%−22−52.4%減碼歷史
Solana ETF92864M822ETP10$221<0.1%+10新進–
BALYBally's CorpCOMMON STOCK20$222<0.1%+20新進歷史
GDRXGoodRx Holdings, Inc.COM CL A53$224<0.1%−6−10.2%減碼歷史
KWKennedy-Wilson Holdings, Inc.COM27$225<0.1%−1,396−98.1%減碼歷史
GOCOGoHealth, Inc.CL A NEW47$227<0.1%+37+370.0%加碼歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES8$228<0.1%00.0%不變歷史
DBVTDBV Technologies S.A.SPONSORED ADS23$230<0.1%−501−95.6%減碼歷史
VMDViemed Healthcare, Inc.COM34$231<0.1%−62−64.6%減碼歷史
CVRXCVRx, Inc.COM29$234<0.1%+29新進歷史
GCT Semiconductor Holding, Inc.20607V106COM CL A155$236<0.1%−143−48.0%減碼–
AIXIXiao-I CorpADS190$238<0.1%+190新進歷史
BNEDBarnes & Noble Education, Inc.COM NEW24$239<0.1%+24新進歷史
YIBOPlanet Image International LtdCOMMON177$239<0.1%+177新進歷史
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10$240<0.1%−2−16.7%減碼歷史
HESMHess Midstream LPCL A SHS7$242<0.1%+7新進歷史
CCRDCoreCard CorpCOM9$242<0.1%+9新進歷史
SAILSailPoint, Inc.COM11$243<0.1%+11新進歷史
NCNOnCino, Inc.COM9$244<0.1%+9新進歷史
KLXEKLX Energy Services Holdings, Inc.COM NEW127$244<0.1%00.0%不變歷史
SGCSuperior Group of Companies, Inc.COM23$247<0.1%+12+109.1%加碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK23$250<0.1%−629−96.5%減碼歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK11$252<0.1%+4+57.1%加碼歷史
MBLYMobileye Global Inc.Stock18$254<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW23$255<0.1%+22+2,200.0%加碼歷史
Cohen & Steers Infrastructur19248A117RIGHT 10/16/20253,400$265<0.1%+3,400新進–
SEVNSeven Hills Realty TrustCOM26$268<0.1%−91−77.8%減碼歷史
ROOTRoot, Inc.CL A NEW3$269<0.1%−1−25.0%減碼歷史
DCGODocGo Inc.COM201$273<0.1%−316−61.1%減碼歷史
SKILSkillsoft Corp.CL A21$273<0.1%+21新進歷史
GBFHGBank Financial Holdings Inc.COM7$275<0.1%+7新進歷史
FRAFFranklin Financial Services CorpCOM6$276<0.1%+6新進歷史
JFU9F Inc.SPONSORED ADS105$277<0.1%+105新進歷史
FDMT4D Molecular Therapeutics, Inc.COM32$278<0.1%−89−73.6%減碼歷史
HSHPHimalaya Shipping Ltd.ORD SHS34$280<0.1%+34新進歷史
NXXTNextnrg, Inc.COM154$282<0.1%+154新進歷史
Global X FDS37954Y137HEALTHTECH ETF9$288<0.1%+9新進–
CZWICitizens Community Bancorp Inc.COM18$289<0.1%+18新進歷史
SRTAStrata Critical Medical, Inc.CL A COM58$293<0.1%+32+123.1%加碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$294<0.1%00.0%不變–
TSHATaysha Gene Therapies, Inc.COM SHS91$298<0.1%−114−55.6%減碼歷史
FNKOFunko, Inc.COM CL A87$299<0.1%−1,095−92.6%減碼歷史
ORKAOruka Therapeutics, Inc.COM16$308<0.1%+16新進歷史
iShares Inc464286665MSCI PAC JP ETF6$309<0.1%00.0%不變–
NINENine Energy Service, Inc.COM490$310<0.1%00.0%不變歷史
MNTKMontauk Renewables, Inc.COM155$311<0.1%−19−10.9%減碼歷史
GLSIGreenwich LifeSciences, Inc.COM32$318<0.1%00.0%不變歷史
FCAPFirst Capital IncCOM7$321<0.1%+7新進歷史
AMBOAmbow Education Holding Ltd.SPONSORED ADS89$322<0.1%+89新進歷史
iShares Tr46429B606MSCI POLAND ETF10$322<0.1%00.0%不變–
VOXRVox Royalty Corp.COM75$323<0.1%+75新進歷史
FMAOFarmers & Merchants Bancorp IncCOM13$325<0.1%+12+1,200.0%加碼歷史
GALTGalectin Therapeutics IncCOM NEW77$326<0.1%−84−52.2%減碼歷史
BLNKBlink Charging Co.COM200$328<0.1%00.0%不變歷史
NRDYNerdy Inc.CL A COM261$329<0.1%−147−36.0%減碼歷史
AISPAirship AI Holdings, Inc.COM64$331<0.1%00.0%不變歷史
ARAIArrive AI Inc.COM NEW91$331<0.1%00.0%不變歷史
METCRamaco Resources, Inc.COM CL A10$332<0.1%00.0%不變歷史
NGSNatural Gas Services Group IncCOM12$336<0.1%−3−20.0%減碼歷史
AMLXAmylyx Pharmaceuticals, Inc.COM25$340<0.1%00.0%不變歷史
EGANEGAIN CorpCOM NEW39$340<0.1%+34+680.0%加碼歷史
LARLithium Argentina AGStock102$341<0.1%00.0%不變歷史
RCMTRCM Technologies, Inc.COM NEW13$345<0.1%+13新進歷史
Unified Ser Tr90470L527ONEASCENT LARGE10$348<0.1%00.0%不變–
Meridian Bank587405101COM22$348<0.1%+22新進–
IRDMIridium Communications Inc.COM20$349<0.1%00.0%不變歷史
LINCLincoln Educational Services CorpCOM15$353<0.1%−16−51.6%減碼歷史
BMEABiomea Fusion, Inc.COM177$357<0.1%−999−84.9%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