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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
SCPHscPharmaceuticals Inc.COM63$357<0.1%+4+6.8%加碼歷史
LGVNLongeveron Inc.COM481$361<0.1%00.0%不變歷史
POWWOutdoor Holding CoCOM246$364<0.1%−256−51.0%減碼歷史
KLARKlarna Group plcStock10$367<0.1%+10新進歷史
FHTXFoghorn Therapeutics Inc.COM75$367<0.1%00.0%不變歷史
OPALOPAL Fuels Inc.CLASS A COM168$370<0.1%+168新進歷史
CDZICadiz IncCOM NEW79$373<0.1%−56−41.5%減碼歷史
CTGOContango Silver & Gold Inc.COM15$374<0.1%−3−16.7%減碼歷史
FSTRFoster L B CoCOM14$377<0.1%00.0%不變歷史
EEXEmerald Holding, Inc.COM76$387<0.1%00.0%不變歷史
RCELAVITA Medical, Inc.COM76$388<0.1%+49+181.5%加碼歷史
TCXTucows IncCOM NEW21$390<0.1%+11+110.0%加碼歷史
SWBISmith & Wesson Brands, Inc.COM40$393<0.1%−162−80.2%減碼歷史
HUYAHUYA Inc.ADS REP SHS A118$393<0.1%−176−59.9%減碼歷史
STROSutro Biopharma, Inc.COM454$394<0.1%−1,017−69.1%減碼歷史
RMBIRichmond Mutual Bancorporation, Inc.COM28$398<0.1%+28新進歷史
RNACCartesian Therapeutics, Inc.COM NEW39$399<0.1%−8−17.0%減碼歷史
AFRIForafric Global PLCORDINARY SHARES46$400<0.1%+8+21.1%加碼歷史
STOKStoke Therapeutics, Inc.COM17$400<0.1%−1−5.6%減碼歷史
USCBUscb Financial Holdings, Inc.CLASS A COM23$401<0.1%+22+2,200.0%加碼歷史
MBXMBX Biosciences, Inc.COM23$403<0.1%−6−20.7%減碼歷史
INSGInseego Corp.COM27$404<0.1%−116−81.1%減碼歷史
VTYXVentyx Biosciences, Inc.COM130$404<0.1%−1,911−93.6%減碼歷史
PONYPony AI Inc.SPONSORED ADS18$405<0.1%+18新進歷史
ONEWOneWater Marine Inc.CL A COM26$412<0.1%−557−95.5%減碼歷史
MLGOMicroAlgo Inc.COM45$412<0.1%+45新進歷史
PERIPerion Network Ltd.SHS NEW43$413<0.1%+43新進歷史
LDIloanDepot, Inc.COM CL A135$414<0.1%+135新進歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$418<0.1%00.0%不變–
INNVInnovAge Holding Corp.COM81$418<0.1%+43+113.2%加碼歷史
REPLReplimune Group, Inc.COM100$419<0.1%00.0%不變歷史
SMBCSouthern Missouri Bancorp, Inc.COM8$420<0.1%−1−11.1%減碼歷史
COOKTraeger, Inc.COMMON STOCK344$420<0.1%−64−15.7%減碼歷史
METCBRamaco Resources, Inc.COM CL B25$421<0.1%−939−97.4%減碼歷史
SLPSimulations Plus, Inc.COM28$422<0.1%+28新進歷史
PLSEPulse Biosciences, Inc.COM24$425<0.1%−5−17.2%減碼歷史
ISPRIspire Technology Inc.COM168$430<0.1%+28+20.0%加碼歷史
OOMAOoma IncCOM36$432<0.1%−447−92.5%減碼歷史
COYACoya Therapeutics, Inc.COMMON STOCK76$433<0.1%−53−41.1%減碼歷史
TZOOTravelzooCOM NEW44$433<0.1%+44新進歷史
CADLCandel Therapeutics, Inc.COM86$439<0.1%+86新進歷史
UNTYUnity Bancorp IncCOM9$440<0.1%−119−93.0%減碼歷史
ALTIAlTi Global, Inc.CL A125$445<0.1%+6+5.0%加碼歷史
TriSalus Life Sciences, Inc.58507N105COM CL A96$446<0.1%+96新進–
Tevogen Inc.G8028L107CLASS A ORD569$447<0.1%+489+611.3%加碼–
LFCRLifecore Biomedical, Inc.COM61$449<0.1%+7+13.0%加碼歷史
AOMRAngel Oak Mortgage REIT, Inc.COM48$450<0.1%+40+500.0%加碼歷史
CLYMClimb Bio, Inc.COM224$450<0.1%+173+339.2%加碼歷史
ANIKAnika Therapeutics, Inc.COM48$451<0.1%−64−57.1%減碼歷史
JACKJack in the Box IncCOM23$454<0.1%−72−75.8%減碼歷史
FUNSix Flags Entertainment CorporationCOM20$454<0.1%−313−94.0%減碼歷史
CSTLCastle Biosciences IncCOM20$455<0.1%−27−57.4%減碼歷史
ARTVArtiva Biotherapeutics, Inc.COM159$456<0.1%+159新進歷史
NVCTNuvectis Pharma, Inc.COM76$458<0.1%−20−20.8%減碼歷史
MLNKMeridianLink, Inc.COMMON STOCK23$458<0.1%−404−94.6%減碼歷史
VMEOVimeo, Inc.COMMON STOCK60$465<0.1%−569−90.5%減碼歷史
ACTUActuate Therapeutics, Inc.COM70$469<0.1%+70新進歷史
OMEROmeros CorpCOM115$472<0.1%−68−37.2%減碼歷史
WWRWestwater Resources, Inc.COM NEW500$474<0.1%00.0%不變歷史
BHCBausch Health Companies Inc.Stock75$484<0.1%00.0%不變歷史
MERCMercer International Inc.COM168$484<0.1%−275−62.1%減碼歷史
INRInfinity Natural Resources, Inc.COM CL A37$485<0.1%−344−90.3%減碼歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS20$485<0.1%00.0%不變歷史
LCTXLineage Cell Therapeutics, Inc.COM288$487<0.1%−714−71.3%減碼歷史
NNNextnav Inc.COMMON STOCK34$487<0.1%−72−67.9%減碼歷史
AVXLAnavex Life Sciences Corp.COM NEW55$490<0.1%−23−29.5%減碼歷史
RANIRani Therapeutics Holdings, Inc.COM CL A980$490<0.1%+980新進歷史
COFSChoiceone Financial Services IncCOM17$492<0.1%−1−5.6%減碼歷史
LOBLive Oak Bancshares, Inc.COM14$493<0.1%00.0%不變歷史
EVOEvotec SESPONSORED ADS136$494<0.1%+136新進歷史
MIRAMira Pharmaceuticals, Inc.COM365$496<0.1%+365新進歷史
INSEInspired Entertainment, Inc.COM53$497<0.1%00.0%不變歷史
LWAYLifeway Foods, Inc.COM18$500<0.1%00.0%不變歷史
MURAMural Oncology plcORD SHS243$503<0.1%+243新進歷史
BMGLBasel Medical Group LtdORD SHS277$504<0.1%+277新進歷史
BETRBetter Home & Finance Holding CoCOM NEW CL A9$505<0.1%+9新進歷史
ESOAEnergy Services of America CORPCOM49$507<0.1%+49新進歷史
SMTISanara MedTech Inc.COM16$508<0.1%+9+128.6%加碼歷史
SIDNational Steel CoSPONSORED ADR340$510<0.1%−5,334−94.0%減碼歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$511<0.1%00.0%不變–
NPWRNet Power Inc.COM CL A171$515<0.1%−132−43.6%減碼歷史
NODKNI Holdings, Inc.COM38$515<0.1%+24+171.4%加碼歷史
ATSATS CorpCOM20$524<0.1%00.0%不變歷史
ACTGAcacia Research CorpACACIA TCH COM162$527<0.1%−2,729−94.4%減碼歷史
TELOTelomir Pharmaceuticals, Inc.COM379$527<0.1%+333+723.9%加碼歷史
VOCVOC Energy TrustTR UNIT180$527<0.1%00.0%不變歷史
CEVACeva IncCOM20$528<0.1%−47−70.1%減碼歷史
DHCDiversified Healthcare TrustCOM SH BEN INT120$529<0.1%00.0%不變歷史
HBIOHarvard Bioscience IncCOM1,219$535<0.1%−158−11.5%減碼歷史
FCCOFirst Community CorpCOM19$536<0.1%+19新進歷史
GRPNGroupon, Inc.COM NEW23$537<0.1%+8+53.3%加碼歷史
PALProficient Auto Logistics, IncCOM78$537<0.1%+46+143.8%加碼歷史
CLMBClimb Global Solutions, Inc.COM4$539<0.1%−33−89.2%減碼歷史
ABUSArbutus Biopharma CorpCOM119$540<0.1%−50−29.6%減碼歷史
RZLTRezolute, Inc.COM NEW58$545<0.1%+58新進歷史
DVAXDynavax Technologies CorpCOM NEW55$546<0.1%−59−51.8%減碼歷史
SCLXScilex Holding CoCOM NEW28$551<0.1%+28新進歷史
SOLEmeren Group LtdSPONSORED ADS293$554<0.1%+101+52.6%加碼歷史
CTRNCiti Trends IncCOM18$558<0.1%+18新進歷史
EUenCore Energy Corp.COM NEW174$559<0.1%00.0%不變歷史

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