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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
CLLSCellectis S.A.SPON ADS196$559<0.1%+183+1,407.7%加碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$563<0.1%00.0%不變–
CTNMContineum Therapeutics, Inc.CL A48$564<0.1%+37+336.4%加碼歷史
CLNEClean Energy Fuels Corp.COM219$565<0.1%00.0%不變歷史
IVVDInvivyd, Inc.COM514$565<0.1%+405+371.6%加碼歷史
BAERBridger Aerospace Group Holdings, Inc.COM309$572<0.1%−143−31.6%減碼歷史
MOLNMolecular Partners AGADS155$575<0.1%+114+278.0%加碼歷史
ESCAEscalade IncCOM46$578<0.1%+7+17.9%加碼歷史
PAYOPayoneer Global Inc.COM96$581<0.1%−307−76.2%減碼歷史
NWFLNorwood Financial CorpCOM23$585<0.1%+12+109.1%加碼歷史
SIONSionna Therapeutics, Inc.COM20$588<0.1%+20新進歷史
BFINBankFinancial CORPCOM49$589<0.1%+49新進歷史
MGTXMeiraGTx Holdings plcCOM72$593<0.1%00.0%不變歷史
CEPUCentral Puerto S.A.SPONSORED ADR74$593<0.1%−123−62.4%減碼歷史
AUGOAura Minerals Inc.SHS16$595<0.1%+16新進歷史
OSGOctave Specialty Group IncCOM NEW72$600<0.1%+21+41.2%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF6$601<0.1%00.0%不變–
QSIQuantum-Si IncCOM CL A427$602<0.1%−401−48.4%減碼歷史
BPRNPrinceton Bancorp, Inc.COM19$605<0.1%+14+280.0%加碼歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$608<0.1%00.0%不變–
MBIMbia IncCOM82$611<0.1%00.0%不變歷史
BRCCBRC Inc.COM CL A392$612<0.1%+373+1,963.2%加碼歷史
NMRANeumora Therapeutics, Inc.COM336$612<0.1%−801−70.4%減碼歷史
EPSNEpsilon Energy Ltd.COM122$615<0.1%+122新進歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW455$615<0.1%−708−60.9%減碼歷史
Fidelity High Dividend ETF316092840ETF11$616<0.1%00.0%不變–
TYRATyra Biosciences, Inc.COM44$616<0.1%+4+10.0%加碼歷史
DDIDoubleDown Interactive Co., Ltd.ADS66$616<0.1%−21−24.1%減碼歷史
IQiQIYI, Inc.SPONSORED ADS241$617<0.1%00.0%不變歷史
HBBHamilton Beach Brands Holding CoCOM CL A43$618<0.1%−40−48.2%減碼歷史
ABSIAbsci CorpCOM204$620<0.1%−6−2.9%減碼歷史
OMOutset Medical, Inc.COM NEW44$621<0.1%+44新進歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW169$623<0.1%−2,124−92.6%減碼歷史
EVTLVertical Aerospace Ltd.SHS NEW120$623<0.1%+120新進歷史
TASKTaskUs, Inc.CLASS A COM35$625<0.1%00.0%不變歷史
GOTUGaotu Techedu Inc.SPONSORED ADS192$626<0.1%−8−4.0%減碼歷史
KEKimball Electronics, Inc.Stock21$627<0.1%00.0%不變歷史
RBBNRibbon Communications Inc.COM165$627<0.1%−48−22.5%減碼歷史
XPELXPEL, Inc.COM19$628<0.1%00.0%不變歷史
TET1 Energy Inc.COM NEW288$628<0.1%00.0%不變歷史
GNLXGENELUX CorpCOM150$630<0.1%+150新進歷史
ERIIEnergy Recovery, Inc.COM41$632<0.1%+4+10.8%加碼歷史
EPMEvolution Petroleum CorpCOM132$636<0.1%+123+1,366.7%加碼歷史
MFINMedallion Financial CorpCOM63$636<0.1%+1+1.6%加碼歷史
OPRXOptimizeRx CorpCOM NEW31$636<0.1%+2+6.9%加碼歷史
RMNIRimini Street, Inc.COM136$636<0.1%−33−19.5%減碼歷史
MHDBlackRock Muniholdings Fund, Inc.COM54$638<0.1%00.0%不變歷史
LOARLoar Holdings Inc.COM SHS8$640<0.1%−6−42.9%減碼歷史
iShares Inc46434G822MSCI JAPAN ETF8$642<0.1%00.0%不變–
CRD.ACrawford & CoCL A60$642<0.1%+11+22.4%加碼歷史
BIOABioAge Labs, Inc.COM110$647<0.1%+101+1,122.2%加碼歷史
NTZNatuzzi S P ASPON ADS202$650<0.1%−199−49.6%減碼歷史
KRKR36Kr Holdings Inc.SPONSORED ADS93$653<0.1%00.0%不變歷史
FLLFull House Resorts IncCOM204$655<0.1%−71−25.8%減碼歷史
FUNCFirst United CorpCOM18$662<0.1%00.0%不變歷史
SAMGSilvercrest Asset Management Group Inc.CL A42$662<0.1%+26+162.5%加碼歷史
ATHEAlterity Therapeutics LtdSPONSORED ADS177$666<0.1%−451−71.8%減碼歷史
CFFIC & F Financial CorpCOM10$672<0.1%00.0%不變歷史
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$675<0.1%+373新進歷史
XCHXCHG LtdADR523$675<0.1%+376+255.8%加碼歷史
HOSHornbeck Offshore Services, Inc.Stock103$676<0.1%−1,541−93.7%減碼歷史
XNCRXencor IncCOM58$680<0.1%−298−83.7%減碼歷史
AVBPArriVent BioPharma, Inc.COM37$683<0.1%00.0%不變歷史
OGIOrganigram Global Inc.COM337$684<0.1%00.0%不變歷史
SPDR Series Trust78468R408ST TERM HIGH ETF27$688<0.1%00.0%不變–
RVSBRiverview Bancorp IncCOM128$688<0.1%+128新進歷史
CTEVClaritev CorpCL A NEW13$690<0.1%+13新進歷史
MDCXMedicus Pharma Ltd.COM300$695<0.1%+300新進歷史
ABOSAcumen Pharmaceuticals, Inc.COM407$696<0.1%−8−1.9%減碼歷史
IMXIInternational Money Express, Inc.COM50$699<0.1%−169−77.2%減碼歷史
CAAPCorporacion America Airports S.A.COM39$707<0.1%+39新進歷史
LOVELovesac CoCOM42$711<0.1%−67−61.5%減碼歷史
FVCBFVCBankcorp, Inc.COM55$714<0.1%+49+816.7%加碼歷史
PTLOPortillo's Inc.COM CL A111$716<0.1%+9+8.8%加碼歷史
CFBKCF Bankshares Inc.COM30$719<0.1%+30新進歷史
LCNBLCNB CorpCOM48$720<0.1%+38+380.0%加碼歷史
Iclick Interactive Asia Grou45113Y104SPONSORED ADR215$720<0.1%−76−26.1%減碼–
RAREUltragenyx Pharmaceutical Inc.COM24$722<0.1%−335−93.3%減碼歷史
RUMRUM Group Inc.Stock100$724<0.1%−60−37.5%減碼歷史
IMVTImmunovant, Inc.COM45$726<0.1%+29+181.3%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM50$727<0.1%+1+2.0%加碼歷史
CVLGCovenant Logistics Group, Inc.CL A34$737<0.1%+22+183.3%加碼歷史
OTLKOutlook Therapeutics, Inc.Stock696$738<0.1%−126−15.3%減碼歷史
INSPInspire Medical Systems, Inc.COM10$742<0.1%−15−60.0%減碼歷史
QTRXQuanterix CorpCOM137$744<0.1%−94−40.7%減碼歷史
FINVFinVolution GroupSPONSORED ADS101$745<0.1%+68+206.1%加碼歷史
TRUETrueCar, Inc.COM410$754<0.1%−177−30.2%減碼歷史
NGNENeurogene Inc.COM44$762<0.1%+27+158.8%加碼歷史
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS349$768<0.1%+306+711.6%加碼歷史
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$770<0.1%00.0%不變–
GPROGoPro, Inc.CL A364$772<0.1%−3,682−91.0%減碼歷史
SWK Holdings Corp78501P203COM NEW53$772<0.1%+32+152.4%加碼–
DFHDream Finders Homes, Inc.COM CL A30$778<0.1%00.0%不變歷史
AVDLAvadel Pharmaceuticals PLCStock51$779<0.1%+5+10.9%加碼歷史
SGHTSight Sciences, Inc.COM227$781<0.1%+6+2.7%加碼歷史
RGCORGC Resources IncCOM35$785<0.1%+6+20.7%加碼歷史
LVOLiveOne, Inc.COM NEW191$789<0.1%+185+2,931.7%加碼依 1 比 10 拆股換算歷史
EBMTEagle Bancorp Montana, Inc.COM46$794<0.1%+46新進歷史
AARDAardvark Therapeutics, Inc.COM60$797<0.1%+60新進歷史
PLAYDave & Buster's Entertainment, Inc.COM44$799<0.1%−6−12.0%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