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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
IROQIF Bancorp, Inc.COM75$1,937<0.1%00.0%不變歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW69$1,941<0.1%00.0%不變歷史
CCOClear Channel Outdoor Holdings, Inc.COM1,236$1,953<0.1%+1,156+1,445.0%加碼歷史
CMTCore Molding Technologies IncCOM95$1,953<0.1%−50−34.5%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM44$1,954<0.1%00.0%不變歷史
AMCXAMC Global Media Inc.CL A239$1,969<0.1%+197+469.0%加碼歷史
XRXXerox Holdings CorpCOM NEW527$1,982<0.1%−1,633−75.6%減碼歷史
Global X FDS37954Y343GLBL X MLP ETF41$1,985<0.1%00.0%不變–
PAXPatria Investments LtdCOM CL A136$1,986<0.1%−898−86.8%減碼歷史
VRDNViridian Therapeutics, Inc.COM92$1,986<0.1%+43+87.8%加碼歷史
CHMGChemung Financial CorpCOM38$1,996<0.1%+9+31.0%加碼歷史
BRBSBlue Ridge Bankshares, Inc.COM478$2,022<0.1%+12+2.6%加碼歷史
GETYGetty Images Holdings, Inc.CL A COM1,028$2,036<0.1%−36−3.4%減碼歷史
OCGNOcugen, Inc.COM1,250$2,038<0.1%−300−19.4%減碼歷史
PSQHPSQ Holdings, Inc.CL A1,067$2,038<0.1%+1,011+1,805.4%加碼歷史
ACHAccendra Health IncStock426$2,045<0.1%−836−66.2%減碼歷史
SMMTSummit Therapeutics Inc.COM99$2,045<0.1%+99新進歷史
TMCITreace Medical Concepts, Inc.COM305$2,047<0.1%−144−32.1%減碼歷史
MESOMesoblast LtdADR128$2,062<0.1%−31−19.5%減碼歷史
OBTOrange County Bancorp, Inc.COM82$2,067<0.1%−281−77.4%減碼歷史
LANDGladstone Land CorpCOM226$2,070<0.1%+136+151.1%加碼歷史
AURAAura Biosciences, Inc.COM336$2,076<0.1%+28+9.1%加碼歷史
JMSBJohn Marshall Bancorp, Inc.COM105$2,081<0.1%+22+26.5%加碼歷史
UTIUniversal Technical Institute IncCOM64$2,083<0.1%−104−61.9%減碼歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2,089<0.1%+52新進–
IVRInvesco Mortgage Capital Inc.COM277$2,094<0.1%+277新進歷史
TOURTuniu CorpSPONSORED ADS A2,216$2,110<0.1%−70−3.1%減碼歷史
STAAStaar Surgical CoCOM PAR $0.0179$2,123<0.1%−248−75.8%減碼歷史
TTGTTechTarget, Inc.COM NEW367$2,132<0.1%+145+65.3%加碼歷史
ATRCAtriCure, Inc.COM61$2,151<0.1%+26+74.3%加碼歷史
SILASila Realty Trust, Inc.COMMON STOCK86$2,159<0.1%+86新進歷史
IDRIdaho Strategic Resources, Inc.COM NEW64$2,163<0.1%00.0%不變歷史
TICTIC Solutions, Inc.COM163$2,170<0.1%+163新進歷史
BOOMDMC Global Inc.COM257$2,171<0.1%+26+11.3%加碼歷史
EYPTEyePoint, Inc.COM NEW153$2,179<0.1%00.0%不變歷史
CWCOConsolidated Water Co. Ltd.ORD62$2,187<0.1%+30+93.8%加碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW56$2,194<0.1%+30+115.4%加碼歷史
HRTXHeron Therapeutics, Inc.COM1,745$2,199<0.1%+1,550+794.9%加碼歷史
MCHBMechanics BancorpCL A166$2,209<0.1%+17+11.4%加碼歷史
NVECNve CorpCOM NEW34$2,219<0.1%−11−24.4%減碼歷史
PSNYPolestar Automotive Holding UK PLCADS A2,369$2,227<0.1%−11,322−82.7%減碼歷史
LMBLimbach Holdings, Inc.COM23$2,234<0.1%+3+15.0%加碼歷史
BHEBenchmark Electronics IncCOM58$2,236<0.1%−31−34.8%減碼歷史
LYRALyra Therapeutics, Inc.COM NEW345$2,251<0.1%−13−3.6%減碼歷史
TRDAEntrada Therapeutics, Inc.COM389$2,256<0.1%+382+5,457.1%加碼歷史
MDXGMimedx Group, Inc.COM325$2,268<0.1%+317+3,962.5%加碼歷史
NXENexGen Energy Ltd.COM255$2,282<0.1%+255新進歷史
OVLYOak Valley BancorpCOM81$2,282<0.1%+29+55.8%加碼歷史
SPOKSpok Holdings, IncCOM133$2,294<0.1%−261−66.2%減碼歷史
ULHUniversal Logistics Holdings, Inc.COM98$2,297<0.1%−9−8.4%減碼歷史
EMAEmera IncCOM48$2,302<0.1%+48新進歷史
EWTXEdgewise Therapeutics, Inc.COM142$2,303<0.1%+81+132.8%加碼歷史
IBTAIbotta, Inc.CLASS A COM SHS83$2,312<0.1%+69+492.9%加碼歷史
TUYATuya Inc.SPONSERED ADS939$2,319<0.1%−935−49.9%減碼歷史
SASeabridge Gold IncCOM97$2,343<0.1%00.0%不變歷史
LCUTLifetime Brands, IncCOM606$2,345<0.1%−852−58.4%減碼歷史
FRGEForge Global Holdings, Inc.Stock139$2,350<0.1%+49+54.4%加碼歷史
FLOCFlowco Holdings Inc.COM CL A159$2,361<0.1%+33+26.2%加碼歷史
LFMDLifeMD, Inc.COM349$2,370<0.1%−11−3.1%減碼歷史
iShares Tr46434V860TRS FLT RT BD47$2,378<0.1%00.0%不變–
CNTBConnect Biopharma Holdings LtdADS1,582$2,389<0.1%00.0%不變歷史
IBRXImmunityBio, Inc.COM977$2,404<0.1%−34−3.4%減碼歷史
DNLIDenali Therapeutics Inc.COM166$2,411<0.1%+51+44.3%加碼歷史
ALLOAllogene Therapeutics, Inc.COM1,951$2,419<0.1%+1,951新進歷史
ESPREsperion Therapeutics, Inc.COM914$2,422<0.1%+37+4.2%加碼歷史
BTCGrayscale Bitcoin Mini Trust ETFETF48$2,430<0.1%+10+26.3%加碼歷史
RHRHCOM12$2,438<0.1%00.0%不變歷史
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2,453<0.1%−248−21.4%減碼歷史
HPPHudson Pacific Properties, Inc.COM891$2,459<0.1%+674+310.6%加碼歷史
BBBLACKBERRY LtdCOM507$2,474<0.1%00.0%不變歷史
TBLATaboola.com Ltd.ORD SHS728$2,482<0.1%−110−13.1%減碼歷史
AGIOAgios Pharmaceuticals, Inc.COM62$2,489<0.1%00.0%不變歷史
Fidelity Covington Trust316092303CONSMR STAPLES50$2,492<0.1%00.0%不變–
CMTGClaros Mortgage Trust, Inc.COMMON STOCK752$2,496<0.1%−2,151−74.1%減碼歷史
Innov Prem Inc 20 Barr-July45783Y582ETP100$2,503<0.1%00.0%不變–
DNUTKrispy Kreme, Inc.COM649$2,512<0.1%+383+144.0%加碼歷史
CTLPCantaloupe, Inc.COM239$2,526<0.1%00.0%不變歷史
FFWMFirst Foundation Inc.COM455$2,535<0.1%−362−44.3%減碼歷史
PBPBPotbelly CorpCOM149$2,539<0.1%+59+65.6%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$2,543<0.1%00.0%不變歷史
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2,562<0.1%+30+9.7%加碼–
FORRForrester Research, Inc.COM242$2,565<0.1%−721−74.9%減碼歷史
NWGLCL Workshop Group LtdADS1,866$2,575<0.1%+1,866新進歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2,580<0.1%00.0%不變–
INDIindie Semiconductor, Inc.CLASS A COM634$2,580<0.1%00.0%不變歷史
BORRBorr Drilling LtdSHS960$2,582<0.1%−9−0.9%減碼歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2,582<0.1%00.0%不變–
CPRICapri Holdings LtdSHS130$2,590<0.1%+54+71.1%加碼歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$2,597<0.1%00.0%不變–
OSOneStream, Inc.CL A141$2,599<0.1%+141新進歷史
HTTHigh Templar Tech LtdSPON ADS610$2,605<0.1%00.0%不變歷史
AAPGAscentage Pharma Group InternationalSPONSORED ADS67$2,616<0.1%+43+179.2%加碼歷史
THRYThryv Holdings, Inc.COM NEW217$2,618<0.1%−95−30.4%減碼歷史
VSTSVestis CorpCOM SHS579$2,623<0.1%−4,877−89.4%減碼歷史
NRDSNerdwallet, Inc.COM CL A244$2,625<0.1%−182−42.7%減碼歷史
ATHMAutohome Inc.SP ADS RP CL A92$2,627<0.1%+79+607.7%加碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2,631<0.1%00.0%不變–
FVRFrontView REIT, Inc.COM192$2,632<0.1%+16+9.1%加碼歷史
ACHRArcher Aviation Inc.Stock275$2,635<0.1%−158−36.5%減碼歷史
MNRMach Natural Resources LPCOM UN LT PA IN200$2,636<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