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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
SVCOSilvaco Group, Inc.COM213$1,152<0.1%−18−7.8%減碼歷史
IOVAIovance Biotherapeutics, Inc.COM537$1,165<0.1%−117−17.9%減碼歷史
NVXNOVONIX LtdSPONSORED ADS910$1,165<0.1%+910新進歷史
RDWRRadware LtdORD44$1,166<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1,166<0.1%+1+3.8%加碼–
PNRGPrimeenergy Resources CorpCOM7$1,169<0.1%+7新進歷史
CIFRCipher Digital Inc.COM93$1,171<0.1%+70+304.3%加碼歷史
FETHFidelity Ethereum FundSHS28$1,171<0.1%00.0%不變歷史
THRThermon Group Holdings, Inc.COM44$1,176<0.1%−380−89.6%減碼歷史
FFFutureFuel Corp.COM305$1,183<0.1%+229+301.3%加碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A42$1,185<0.1%−227−84.4%減碼歷史
SEPNSepterna, Inc.COM63$1,185<0.1%+41+186.4%加碼歷史
CELCCelcuity Inc.COM24$1,186<0.1%+7+41.2%加碼歷史
ESPEspey Mfg & Electronics CorpCOM30$1,188<0.1%00.0%不變歷史
ACICAmerican Coastal Insurance CorpCOM105$1,196<0.1%+82+356.5%加碼歷史
TLXTelix Pharmaceuticals LtdADS125$1,196<0.1%+58+86.6%加碼歷史
GENCGencor Industries IncCOM82$1,200<0.1%+57+228.0%加碼歷史
KYTXKyverna Therapeutics, Inc.COM200$1,200<0.1%+55+37.9%加碼歷史
NVGSNavigator Holdings Ltd.SHS78$1,208<0.1%+78新進歷史
EFSIEagle Financial Services IncCOM32$1,210<0.1%+32新進歷史
PBFSPioneer Bancorp, Inc.COM93$1,215<0.1%+29+45.3%加碼歷史
MDVModiv Industrial, Inc.COM STK CL C83$1,216<0.1%+83新進歷史
Tidal ETF Tr886364306SOFI NEXT 50076$1,216<0.1%00.0%不變–
ODCOil-Dri Corp of AmericaCOM20$1,220<0.1%−137−87.3%減碼歷史
VALNValneva SESPONSORED ADS100$1,220<0.1%+7+7.5%加碼歷史
DFTXDefinium Therapeutics, Inc.Stock104$1,226<0.1%+14+15.6%加碼歷史
DYNDyne Therapeutics, Inc.COM97$1,227<0.1%−59−37.8%減碼歷史
KODKodiak Sciences Inc.COM75$1,228<0.1%+53+240.9%加碼歷史
GOSSGossamer Bio, Inc.COM468$1,231<0.1%+468新進歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,235<0.1%00.0%不變–
DCDakota Gold Corp.COM272$1,238<0.1%00.0%不變歷史
RMRegional Management Corp.COM32$1,247<0.1%+6+23.1%加碼歷史
HYLNHyliion Holdings Corp.COMMON STOCK634$1,249<0.1%−158−19.9%減碼歷史
NLNli Holdings, Inc.COM NEW205$1,261<0.1%−145−41.4%減碼歷史
LNKBLINKBANCORP, Inc.COMMON STOCK177$1,262<0.1%+61+52.6%加碼歷史
FENCFennec Pharmaceuticals Inc.COM135$1,264<0.1%00.0%不變歷史
SWIMLatham Group, Inc.COM166$1,264<0.1%+35+26.7%加碼歷史
EXFYExpensify, Inc.COM CL A688$1,273<0.1%+688新進歷史
AEYEAudioeye IncCOM NEW92$1,275<0.1%−22−19.3%減碼歷史
AKBAAkebia Therapeutics, Inc.COM469$1,280<0.1%−64−12.0%減碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM27$1,285<0.1%−64−70.3%減碼歷史
ZBIOZenas BioPharma, Inc.COM58$1,288<0.1%00.0%不變歷史
JAKKJakks Pacific IncCOM NEW69$1,293<0.1%−74−51.7%減碼歷史
ANLAdlai Nortye Group Ltd.ADS719$1,293<0.1%+719新進歷史
LACLithium Americas Corp.Stock227$1,296<0.1%00.0%不變歷史
BOWBowhead Specialty Holdings Inc.COM SHS48$1,298<0.1%+24+100.0%加碼歷史
GWRSGlobal Water Resources, Inc.COM126$1,298<0.1%+104+472.7%加碼歷史
iShares MSCI India ETF46429B598ETF25$1,302<0.1%−400−94.1%減碼–
LAKELakeland Industries IncCOM88$1,302<0.1%+88新進歷史
ZHZhihu Inc.SPONSORED ADS257$1,303<0.1%00.0%不變歷史
EEExcelerate Energy, Inc.CL A COM52$1,310<0.1%−5−8.8%減碼歷史
Global X FDS37954Y483NASDAQ 100 COVER77$1,310<0.1%−180−70.0%減碼–
BKSYBlackSky Technology Inc.CL A NEW65$1,310<0.1%00.0%不變歷史
NNENano Nuclear Energy Inc.COM34$1,311<0.1%+34新進歷史
IRENIREN LtdORDINARY SHARES28$1,314<0.1%+28新進歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A14$1,320<0.1%00.0%不變歷史
MAMAMama's Creations, Inc.COM126$1,324<0.1%00.0%不變歷史
CLWClearwater Paper CorpCOM64$1,328<0.1%−135−67.8%減碼歷史
Ea Series Trust02072L607FREEDOM 100 EM30$1,329<0.1%00.0%不變–
MDBHMDB Capital Holdings, LLCCL A395$1,329<0.1%+395新進歷史
CSIQCanadian Solar Inc.COM102$1,330<0.1%−40−28.2%減碼歷史
VYGRVoyager Therapeutics, Inc.COM285$1,331<0.1%+83+41.1%加碼歷史
ENVXEnovix CorpCOM134$1,336<0.1%+71+112.7%加碼歷史
INBXInhibrx Biosciences, Inc.COM40$1,347<0.1%+18+81.8%加碼歷史
BRIDBridgford Foods CorpCOM172$1,367<0.1%+172新進歷史
BBCPConcrete Pumping Holdings, Inc.COM194$1,368<0.1%−34−14.9%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF33$1,372<0.1%−110−76.9%減碼–
Earlyworks Co Ltd27030F103SPONSORED ADS538$1,375<0.1%+538新進–
AEVAAeva Technologies, Inc.COM NEW95$1,378<0.1%−3−3.1%減碼歷史
VYXNCR Voyix CorpCOM110$1,381<0.1%−215−66.2%減碼歷史
FSFGFirst Savings Financial Group, Inc.COM44$1,383<0.1%+44新進歷史
SPDR Series Trust78468R515ST STR USD ETF55$1,386<0.1%+55新進–
BARKBark, Inc.COM1,670$1,387<0.1%−862−34.0%減碼歷史
FLXBingEx LtdSPONSORED ADS A432$1,387<0.1%+16+3.8%加碼歷史
GEVOGevo, Inc.COM PAR714$1,399<0.1%00.0%不變歷史
RCKYRocky Brands, Inc.COM47$1,400<0.1%+1+2.2%加碼歷史
SPDR Series Trust78468R440STATE STRET SPDR49$1,404<0.1%+49新進–
ASMBAssembly Biosciences, Inc.COM NEW55$1,408<0.1%00.0%不變歷史
DGIIDigi International IncCOM39$1,422<0.1%00.0%不變歷史
RHLDResolute Holdings Management, Inc.COM20$1,443<0.1%+13+185.7%加碼歷史
CYHCommunity Health Systems IncCOM450$1,445<0.1%+416+1,223.5%加碼歷史
PIImpinj IncCOM8$1,446<0.1%+8新進歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,447<0.1%00.0%不變–
PRSUPursuit Attractions & Hospitality, Inc.COM40$1,447<0.1%+4+11.1%加碼歷史
GLIBALiberty Capital CorpSER A GCI GROUP39$1,464<0.1%+39新進歷史
WVEWave Life Sciences, Inc.SHS200$1,464<0.1%−2−1.0%減碼歷史
Global X FDS37954Y467E COMMERCE ETF42$1,472<0.1%00.0%不變–
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR33$1,473<0.1%00.0%不變–
AEHRAehr Test SystemsCOM49$1,475<0.1%00.0%不變歷史
TKLFTokyo Lifestyle Co., Ltd.SPONSORED ADS383$1,475<0.1%−482−55.7%減碼歷史
Capital Group New Geography14021N105SHS48$1,477<0.1%00.0%不變–
PGREParamount Group, Inc.COM226$1,478<0.1%−2,039−90.0%減碼歷史
CWBCCommunity West BancsharesCOM71$1,479<0.1%+68+2,266.7%加碼歷史
SIMGRUPO SIMEC, S.A.B. de C.V.ADR58$1,479<0.1%−13−18.3%減碼歷史
XPOFXponential Fitness, Inc.COM CL A191$1,487<0.1%00.0%不變歷史
TPGTPG Inc.COM CL A26$1,494<0.1%+4+18.2%加碼歷史
KSCPKnightscope, Inc.CL A NEW259$1,494<0.1%00.0%不變歷史
PACKRanpak Holdings Corp.COM CL A266$1,495<0.1%+75+39.3%加碼歷史
RXTRackspace Technology, Inc.COM1,061$1,496<0.1%+590+125.3%加碼歷史
RAPTRAPT Therapeutics, Inc.COM NEW58$1,496<0.1%+2+3.6%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