跳到主要內容
Livermore
Livermore
中文EN

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
LULufax Holding LtdSPONSORED ADR369$1,498<0.1%−183−33.2%減碼歷史
NGLNGL Energy Partners LPCOM UNIT REPST250$1,500<0.1%00.0%不變歷史
THTarget Hospitality Corp.COM177$1,501<0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,505<0.1%00.0%不變–
ARAYAccuray IncCOM902$1,506<0.1%−237−20.8%減碼歷史
PKBKParke Bancorp, Inc.COM70$1,509<0.1%+50+250.0%加碼歷史
Global X FDS37954Y384CYBRSCURTY ETF43$1,513<0.1%+7+19.4%加碼–
ULCCFrontier Group Holdings, Inc.COM344$1,519<0.1%+220+177.4%加碼歷史
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1,532<0.1%00.0%不變–
REIRing Energy, Inc.COM1,408$1,535<0.1%−20,859−93.7%減碼歷史
GPMTGranite Point Mortgage Trust Inc.COM STK512$1,536<0.1%−127−19.9%減碼歷史
ATLOAmes National CorpCOM76$1,536<0.1%+32+72.7%加碼歷史
GAMEGameSquare Holdings, Inc.COM2,265$1,537<0.1%+2,265新進歷史
KMTSKestra Medical Technologies, Ltd.SHS65$1,544<0.1%+65新進歷史
FSBCFive Star BancorpCOM48$1,546<0.1%+26+118.2%加碼歷史
FWRGFirst Watch Restaurant Group, Inc.COM99$1,548<0.1%00.0%不變歷史
DXFEason Technology LtdCOM421$1,549<0.1%−485−53.5%減碼歷史
ADArray Digital Infrastructure, Inc.COM31$1,550<0.1%+6+24.0%加碼歷史
EDITEditas Medicine, Inc.COM447$1,551<0.1%00.0%不變歷史
AB Active ETFs Inc00039J608HIGH YIELD ETF41$1,552<0.1%−31−43.1%減碼–
AGROAdecoagro S.A.COM198$1,552<0.1%−63−24.1%減碼歷史
AMRZAmrize LtdSHS32$1,553<0.1%+32新進歷史
BLDPBallard Power Systems Inc.COM571$1,553<0.1%+249+77.3%加碼歷史
AQSTAquestive Therapeutics, Inc.COM278$1,554<0.1%00.0%不變歷史
MVBFMVB Financial CorpCOM62$1,554<0.1%+17+37.8%加碼歷史
MOVMovado Group IncCOM82$1,556<0.1%−492−85.7%減碼歷史
NREFNexPoint Real Estate Finance, Inc.COM110$1,560<0.1%−3−2.7%減碼歷史
KWYKINGSWAY CorpCOM NEW107$1,564<0.1%00.0%不變歷史
GBTGGlobal Business Travel Group, Inc.COM CL A194$1,568<0.1%−7−3.5%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,569<0.1%00.0%不變歷史
MCBMetropolitan Bank Holding Corp.COM21$1,572<0.1%+2+10.5%加碼歷史
DMLPDorchester Minerals, L.P.COM UNIT61$1,579<0.1%00.0%不變歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1,590<0.1%00.0%不變–
UNITUniti Group Inc.COM SHS260$1,591<0.1%+260新進歷史
DFINDonnelley Financial Solutions, Inc.COM31$1,594<0.1%−6−16.2%減碼歷史
OPENOpendoor Technologies Inc.COM200$1,594<0.1%+200新進歷史
RGENRepligen CorpCOM12$1,604<0.1%−6−33.3%減碼歷史
PRCTPROCEPT BioRobotics CorpCOM45$1,606<0.1%−64−58.7%減碼歷史
XENEXenon Pharmaceuticals Inc.COM40$1,606<0.1%+14+53.8%加碼歷史
AAOIApplied Optoelectronics, Inc.COM62$1,608<0.1%00.0%不變歷史
MXCTMaxcyte, Inc.COM1,019$1,610<0.1%+205+25.2%加碼歷史
SHCOSoho House & Co Inc.COM CL A182$1,611<0.1%−3−1.6%減碼歷史
CLBCore Laboratories Inc.COM131$1,619<0.1%−800−85.9%減碼歷史
IEIvanhoe Electric Inc.COM129$1,619<0.1%00.0%不變歷史
iShares Inc464286806MSCI GERMANY ETF39$1,623<0.1%00.0%不變–
GRCGorman Rupp CoCOM35$1,624<0.1%+4+12.9%加碼歷史
DAWNDay One Biopharmaceuticals, Inc.Stock231$1,629<0.1%−65−22.0%減碼歷史
LAWCS Disco, Inc.COM254$1,641<0.1%+231+1,004.3%加碼歷史
AMALAmalgamated Financial Corp.COM61$1,656<0.1%−8−11.6%減碼歷史
NATHNathans Famous, Inc.COM15$1,661<0.1%−11−42.3%減碼歷史
CRMTAmericas Carmart IncCOM57$1,665<0.1%−214−79.0%減碼歷史
CLVTClarivate PLCORD SHS435$1,666<0.1%+310+248.0%加碼歷史
Global X FDS37954Y814FINTECH ETF50$1,676<0.1%00.0%不變–
BVSBioventus Inc.COM CL A253$1,693<0.1%+24+10.5%加碼歷史
ARCTArcturus Therapeutics Holdings Inc.COM93$1,714<0.1%00.0%不變歷史
ELVNEnliven Therapeutics, Inc.COM84$1,719<0.1%+21+33.3%加碼歷史
ICGIntchains Group LtdADS REPSTG CL A1,014$1,719<0.1%+1,014新進歷史
MGMistras Group, Inc.COM176$1,732<0.1%−10−5.4%減碼歷史
SKYTSkyWater Technology, LLCCOM93$1,735<0.1%00.0%不變歷史
GCOGenesco IncCOM60$1,739<0.1%+1+1.7%加碼歷史
ACDCProFrac Holding Corp.CLASS A COM472$1,746<0.1%−3,052−86.6%減碼歷史
LELands' End, Inc.COM124$1,748<0.1%00.0%不變歷史
CARSCars.com Inc.COM144$1,760<0.1%−131−47.6%減碼歷史
DSGNDesign Therapeutics, Inc.COM235$1,770<0.1%00.0%不變歷史
TITNTitan Machinery Inc.COM106$1,774<0.1%−27−20.3%減碼歷史
REPXRiley Exploration Permian, Inc.COM66$1,789<0.1%−8−10.8%減碼歷史
BSVNBank7 Corp.COM39$1,805<0.1%00.0%不變歷史
ONTFON24 Inc.COM316$1,808<0.1%−2,082−86.8%減碼歷史
TGSGas Transporter of the South IncSPONSORED ADS B86$1,809<0.1%−6−6.5%減碼歷史
BLZEBackblaze, Inc.COM CL A195$1,810<0.1%+117+150.0%加碼歷史
GTXGarrett Motion Inc.Stock133$1,811<0.1%+17+14.7%加碼歷史
ACUAcme United CorpCOM44$1,812<0.1%+5+12.8%加碼歷史
MBUUMalibu Boats, Inc.COM CL A56$1,817<0.1%−324−85.3%減碼歷史
FORTYFormula Systems (1985) LtdSPONSORED ADS13$1,824<0.1%+13新進歷史
Global X FDS37954Y632ARTIFICIAL ETF37$1,827<0.1%+5+15.6%加碼–
SRADSportradar Group AGCLASS A ORD SHS68$1,829<0.1%+14+25.9%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM4$1,835<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF23$1,835<0.1%−170−88.1%減碼–
RPTRithm Property Trust Inc.COM729$1,838<0.1%+165+29.3%加碼歷史
Xylo Technologies Ltd58471G508SPONSORED ADS363$1,840<0.1%00.0%不變–
CVGICommercial Vehicle Group, Inc.COM1,084$1,843<0.1%−108−9.1%減碼歷史
Hingham Instn SVGS Mass433323102COM7$1,846<0.1%+7新進–
MPAAMotorcar Parts of America IncCOM112$1,853<0.1%+112新進歷史
CRNCCerence Inc.COM149$1,857<0.1%+17+12.9%加碼歷史
NPBNorthpointe Bancshares IncCOM SHS109$1,862<0.1%+109新進歷史
ARKOARKO Corp.COM409$1,869<0.1%−1,814−81.6%減碼歷史
FULCFulcrum Therapeutics, Inc.COM204$1,877<0.1%−14−6.4%減碼歷史
ADEAAdeia Inc.COM112$1,882<0.1%+112新進歷史
ESTAEstablishment Labs Holdings Inc.COM46$1,886<0.1%00.0%不變歷史
OPTUOptimum Communications, Inc.CL A784$1,890<0.1%+277+54.6%加碼歷史
EVCEntravision Communications CorpCL A812$1,892<0.1%+26+3.3%加碼歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1,896<0.1%00.0%不變–
Global X FDS37960A735GBL X BLOCKCHAIN22$1,898<0.1%00.0%不變–
OXMOxford Industries IncCOM47$1,905<0.1%−22−31.9%減碼歷史
PINEAlpine Income Property Trust, Inc.COM135$1,913<0.1%+127+1,587.5%加碼歷史
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1,922<0.1%00.0%不變歷史
FWRDForward Air CorpCOM75$1,923<0.1%+55+275.0%加碼歷史
BLCOBausch & Lomb CorpCOMMON SHARES128$1,929<0.1%−13−9.2%減碼歷史
SIGASiga Technologies IncCOM211$1,931<0.1%+34+19.2%加碼歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN64$1,934<0.1%−325−83.5%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