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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
PCTPureCycle Technologies, Inc.COM61$802<0.1%00.0%不變歷史
COGTCogent Biosciences, Inc.COM56$804<0.1%+55+5,500.0%加碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A107$808<0.1%00.0%不變歷史
SSTISoundthinking, Inc.COM67$808<0.1%+67新進歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$812<0.1%00.0%不變–
HAFNHafnia LtdORD SHS137$821<0.1%00.0%不變歷史
RICKRci Hospitality Holdings, Inc.COM27$824<0.1%+11+68.8%加碼歷史
MKTWMarketwise, Inc.COM NEW CL A50$827<0.1%+1+2.0%加碼歷史
VIRCVirco Mfg CorporationCOM107$829<0.1%−72−40.2%減碼歷史
APIAgora, Inc.ADS218$833<0.1%+2+0.9%加碼歷史
CDXSCodexis, Inc.COM342$835<0.1%00.0%不變歷史
PHATPhathom Pharmaceuticals, Inc.COM71$836<0.1%−8−10.1%減碼歷史
INGMIngram Micro Holding CorpCOM39$838<0.1%+39新進歷史
LWLGLightwave Logic, Inc.COM228$846<0.1%−15−6.2%減碼歷史
SPDR Series Trust78464A201ST STR SP600GRWO9$849<0.1%+9新進–
MREOMereo BioPharma Group plcSPON ADS417$859<0.1%−53−11.3%減碼歷史
WGSGeneDx Holdings Corp.COM CL A8$861<0.1%+1+14.3%加碼歷史
AOSLAlpha & Omega Semiconductor LtdSHS31$867<0.1%00.0%不變歷史
ACRSAclaris Therapeutics, Inc.COM458$870<0.1%00.0%不變歷史
MLABMesa Laboratories IncCOM13$871<0.1%−65−83.3%減碼歷史
PRTAProthena Corp Public Ltd CoSHS90$879<0.1%+90新進歷史
IHiHuman Inc.ADS COMMON305$881<0.1%00.0%不變歷史
PBYIPuma Biotechnology, Inc.COM167$887<0.1%+6+3.7%加碼歷史
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB13$890<0.1%+13新進歷史
BYNDBeyond Meat, Inc.COM472$892<0.1%+2+0.4%加碼歷史
Abrdn ETFs003261203BBRG ALL COMMDY26$893<0.1%00.0%不變–
UAAUnder Armour, Inc.Stock180$898<0.1%−1,072−85.6%減碼歷史
ANNXAnnexon, Inc.COM296$903<0.1%+44+17.5%加碼歷史
GCBCGreene County Bancorp IncCOM40$904<0.1%+25+166.7%加碼歷史
HIPOHippo Holdings Inc.COM NEW25$904<0.1%−14−35.9%減碼歷史
MECMayville Engineering Company, Inc.COM66$908<0.1%−49−42.6%減碼歷史
ALTGAlta Equipment Group Inc.COMMON STOCK126$912<0.1%00.0%不變歷史
ALXOAlx Oncology Holdings IncCOM499$913<0.1%−130−20.7%減碼歷史
FOCLEdap TMS SASPONSORED ADR400$916<0.1%−635−61.4%減碼歷史
NAMIJinxin Technology Holding CoADS898$916<0.1%+898新進歷史
BVFLBV Financial, Inc.COM NEW57$919<0.1%+7+14.0%加碼歷史
HUMAHumacyte, Inc.COM528$919<0.1%−478−47.5%減碼歷史
VELVelocity Financial, Inc.COM51$925<0.1%+28+121.7%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$926<0.1%00.0%不變–
DJCODaily Journal CorpCOM2$930<0.1%−8−80.0%減碼歷史
SPTSprout Social, Inc.COM CL A72$930<0.1%−2−2.7%減碼歷史
OCULOcular Therapeutix, IncCOM80$935<0.1%+2+2.6%加碼歷史
RDNWRideNow Group, Inc.COM CL B213$937<0.1%−45−17.4%減碼歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$944<0.1%00.0%不變–
KIDSOrthopediatrics CorpCOM51$945<0.1%−24−32.0%減碼歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM985$948<0.1%−3,191−76.4%減碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG69$952<0.1%+69新進歷史
SABRSabre CorpCOM520$952<0.1%−213−29.1%減碼歷史
NRIMNorthrim Bancorp IncCOM44$953<0.1%−4−8.3%減碼依 4 比 1 拆股換算歷史
PRAXPraxis Precision Medicines, Inc.COM NEW18$954<0.1%00.0%不變歷史
PKOHPark Ohio Holdings CorpCOM45$956<0.1%+34+309.1%加碼歷史
ABXAbacus Global Management, Inc.CL A168$963<0.1%+168新進歷史
PYXSPyxis Oncology, Inc.COMMON STOCK434$964<0.1%−157−26.6%減碼歷史
LUNRIntuitive Machines, Inc.CLASS A COM92$968<0.1%−16−14.8%減碼歷史
VKTXViking Therapeutics, Inc.COM37$972<0.1%−61−62.2%減碼歷史
FCBCFirst Community Bankshares IncCOM28$974<0.1%+15+115.4%加碼歷史
DGICBDonegal Group IncCL B59$981<0.1%−20−25.3%減碼歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF46$983<0.1%+32+228.6%加碼–
EMLEastern CoCOM42$985<0.1%+9+27.3%加碼歷史
CDRECadre Holdings, Inc.COM27$986<0.1%+14+107.7%加碼歷史
STXSStereotaxis, Inc.COM NEW322$1,001<0.1%−9−2.7%減碼歷史
UFIUnifi IncCOM NEW211$1,004<0.1%+211新進歷史
WisdomTree Tr97717W315EMER MKT HIGH FD22$1,012<0.1%−50−69.4%減碼–
SIBNSI-BONE, Inc.COM69$1,016<0.1%−2−2.8%減碼歷史
DNTHDianthus Therapeutics, Inc.COM26$1,023<0.1%+26新進歷史
WBTNWEBTOON Entertainment Inc.COM53$1,029<0.1%+27+103.8%加碼歷史
SPCEVirgin Galactic Holdings, IncStock268$1,034<0.1%−1,092−80.3%減碼歷史
GAMGeneral American Investors Co IncCOM17$1,036<0.1%00.0%不變歷史
LTBRLIGHTBRIDGE CorpCOM49$1,039<0.1%00.0%不變歷史
CLPRClipper Realty Inc.COM274$1,042<0.1%+8+3.0%加碼歷史
DDLDingdong (Cayman) LtdADS505$1,045<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1,047<0.1%00.0%不變–
AGENAgenus IncCOM NEW274$1,055<0.1%−567−67.4%減碼歷史
MYFWFirst Western Financial IncCOM46$1,059<0.1%−5−9.8%減碼歷史
OABIOmniAb, Inc.COM665$1,064<0.1%−460−40.9%減碼歷史
DBIDesigner Brands Inc.CL A301$1,066<0.1%+124+70.1%加碼歷史
QXOQXO, Inc.COM NEW56$1,067<0.1%−64−53.3%減碼歷史
EHTHeHealth, Inc.COM248$1,069<0.1%+248新進歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG36$1,070<0.1%+36新進–
FLWS1 800 Flowers Com IncCL A233$1,072<0.1%−19−7.5%減碼歷史
PSNLPersonalis, Inc.COM165$1,076<0.1%00.0%不變歷史
SBFGSB Financial Group, Inc.COM56$1,080<0.1%+13+30.2%加碼歷史
iShares Inc464286392MSCI WORLD ETF6$1,089<0.1%00.0%不變–
SYRESpyre Therapeutics, Inc.COM NEW65$1,089<0.1%00.0%不變歷史
MBOTMicrobot Medical Inc.COM NEW357$1,089<0.1%00.0%不變歷史
ASPSAltisource Portfolio Solutions S.A.SHS NEW94$1,096<0.1%+94新進歷史
ALVOAlvotechORDINARY SHARES134$1,097<0.1%−340−71.7%減碼歷史
NWPXNWPX Infrastructure, Inc.COM21$1,112<0.1%+12+133.3%加碼歷史
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS20$1,118<0.1%+20新進歷史
FNWDFinward BancorpCOM35$1,123<0.1%+35新進歷史
NVCRNovoCure LtdORD SHS87$1,124<0.1%+13+17.6%加碼歷史
VABKVirginia National Bankshares CorpCOM29$1,125<0.1%+19+190.0%加碼歷史
LTMLatam Airlines Group S.A.SPONSORED ADR25$1,131<0.1%00.0%不變歷史
INDVIndivior Pharmaceuticals, Inc.ORD47$1,133<0.1%+47新進歷史
SSPE.W. Scripps CoCL A NEW462$1,136<0.1%−25−5.1%減碼歷史
STGWStagwell IncCOM CL A202$1,138<0.1%+62+44.3%加碼歷史
ATEXAnterix Inc.COM53$1,138<0.1%+46+657.1%加碼歷史
CLARClarus CorpCOM327$1,145<0.1%−19−5.5%減碼歷史
MYDBlackRock Muniyield Fund, Inc.COM109$1,149<0.1%00.0%不變歷史
CURICuriosityStream Inc.COM CL A217$1,150<0.1%+13+6.4%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