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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
PFGPrincipal Financial Group IncCOM2,429$20.1 萬<0.1%+151+6.6%加碼歷史
REYNReynolds Consumer Products Inc.COM8,228$20.1 萬<0.1%+2,773+50.8%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock844$20.1 萬<0.1%+14+1.7%加碼歷史
iShares Semiconductor ETF464287523ETF741$20.1 萬<0.1%+251+51.2%加碼–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,564$20.1 萬<0.1%−527−25.2%減碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW7,360$20.1 萬<0.1%+232+3.3%加碼歷史
RYNRayonier IncCOM7,556$20.1 萬<0.1%+403+5.6%加碼歷史
CPACopa Holdings, S.A.CL A1,686$20.0 萬<0.1%−89−5.0%減碼歷史
WCCWesco International IncCOM941$19.9 萬<0.1%+188+25.0%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,018$19.9 萬<0.1%−265−11.6%減碼歷史
RMBSRambus IncCOM1,904$19.8 萬<0.1%+1,127+145.0%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH2,882$19.8 萬<0.1%+592+25.9%加碼歷史
TGTTarget CorpStock2,199$19.7 萬<0.1%+1,258+133.7%加碼歷史
KVUEKenvue Inc.Stock12,151$19.7 萬<0.1%+2,575+26.9%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,247$19.6 萬<0.1%+19+0.9%加碼–
Capital Group Dividend Growe14021L109SHS ETF5,636$19.5 萬<0.1%+5,636新進–
GAPGap IncCOM9,123$19.5 萬<0.1%+2,107+30.0%加碼歷史
CHRDChord Energy CorpCOM NEW1,945$19.3 萬<0.1%+390+25.1%加碼歷史
LFUSLittelfuse IncCOM746$19.3 萬<0.1%+219+41.6%加碼歷史
HMYHarmony Gold Mining Co LtdADR10,644$19.3 萬<0.1%+128+1.2%加碼歷史
OCOwens CorningStock1,364$19.3 萬<0.1%+91+7.1%加碼歷史
DTEDte Energy CoCOM1,363$19.3 萬<0.1%+105+8.3%加碼歷史
AKAMAkamai Technologies IncCOM2,541$19.3 萬<0.1%+1,378+118.5%加碼歷史
BLDRBuilders FirstSource, Inc.Stock1,587$19.2 萬<0.1%+5+0.3%加碼歷史
CNXCConcentrix CorpStock4,146$19.1 萬<0.1%−287−6.5%減碼歷史
ONOn Semiconductor CorpStock3,874$19.1 萬<0.1%+3+0.1%加碼歷史
LGOLargo Inc.COMMON STOCK126,561$19.0 萬<0.1%+126,561新進歷史
NDSNNordson CorpCOM836$19.0 萬<0.1%−423−33.6%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,427$18.9 萬<0.1%−4,261−49.0%減碼–
MHKMohawk Industries IncCOM1,464$18.9 萬<0.1%+377+34.7%加碼歷史
TRIThomson Reuters CorpCOM NO PAR1,208$18.8 萬<0.1%+35+3.0%加碼歷史
NMRNomura Holdings IncSPONSORED ADR25,790$18.7 萬<0.1%+1,854+7.7%加碼歷史
FHNFirst Horizon CorpCOM8,284$18.7 萬<0.1%+95+1.2%加碼歷史
HEIHeico CorpCOM577$18.6 萬<0.1%−13−2.2%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF3,485$18.6 萬<0.1%00.0%不變–
NTRSNorthern Trust CorpCOM1,382$18.6 萬<0.1%+32+2.4%加碼歷史
MCHPMicrochip Technology IncStock2,897$18.6 萬<0.1%−44−1.5%減碼歷史
MMSMaximus, Inc.COM2,032$18.6 萬<0.1%+259+14.6%加碼歷史
XRAYDentsply Sirona Inc.Stock14,619$18.6 萬<0.1%−4,732−24.5%減碼歷史
SITESiteOne Landscape Supply, Inc.COM1,438$18.5 萬<0.1%−323−18.3%減碼歷史
YOUClear Secure, Inc.COM CL A5,547$18.5 萬<0.1%+1,981+55.6%加碼歷史
iShares Tr464287291GLOBAL TECH ETF1,794$18.5 萬<0.1%−8,605−82.7%減碼–
iShares Tr46436E221ESG AWR MSCI USA5,880$18.5 萬<0.1%+5,880新進–
SNASnap-on IncCOM533$18.5 萬<0.1%+69+14.9%加碼歷史
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,397$18.4 萬<0.1%+3,154+74.3%加碼–
RRCRange Resources CorpCOM4,901$18.4 萬<0.1%+1,969+67.2%加碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW5,073$18.4 萬<0.1%−188−3.6%減碼歷史
BURLBurlington Stores, Inc.COM723$18.4 萬<0.1%+25+3.6%加碼歷史
WWDWoodward, Inc.COM728$18.4 萬<0.1%+98+15.6%加碼歷史
NXPINXP Semiconductors N.V.COM806$18.3 萬<0.1%+29+3.7%加碼歷史
AWKAmerican Water Works Company, Inc.Stock1,318$18.3 萬<0.1%−365−21.7%減碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF5,743$18.3 萬<0.1%−382−6.2%減碼–
VanEck Semiconductor ETF92189F676ETF560$18.3 萬<0.1%+83+17.4%加碼–
ARMKAramarkCOM4,747$18.2 萬<0.1%+1,031+27.7%加碼歷史
Listed FDS Tr53656F599SWAN HEDGED EQTY7,312$18.2 萬<0.1%−554−7.0%減碼–
iShares Tr46435G516ESG AW MSCI EAFE1,956$18.2 萬<0.1%+644+49.1%加碼–
NSPInsperity, Inc.COM3,697$18.2 萬<0.1%+535+16.9%加碼歷史
BHPBHP Group LtdADR3,263$18.2 萬<0.1%−511−13.5%減碼歷史
NEUNewmarket CorpCOM219$18.1 萬<0.1%+68+45.0%加碼歷史
LUVSouthwest Airlines CoCOM5,659$18.1 萬<0.1%−31−0.5%減碼歷史
ALSumisho Air Lease CorpCL A2,836$18.1 萬<0.1%+1,491+110.9%加碼歷史
iShares Tr46434V647GLOBAL REIT ETF7,027$18.0 萬<0.1%+158+2.3%加碼–
ProShares Tr74347R107PSHS ULT S&P 5001,601$18.0 萬<0.1%+13+0.8%加碼–
GLXYGalaxy Digital Inc.CL A5,297$17.9 萬<0.1%00.0%不變歷史
PPGPPG Industries IncStock1,702$17.9 萬<0.1%−127−6.9%減碼歷史
PATKPatrick Industries IncCOM1,729$17.9 萬<0.1%+572+49.4%加碼歷史
TLNTalen Energy CorpCOM420$17.9 萬<0.1%+248+144.2%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,602$17.9 萬<0.1%−173−9.7%減碼–
CCICrown Castle Inc.REIT1,851$17.9 萬<0.1%−688−27.1%減碼歷史
EVRGEvergy, Inc.Stock2,339$17.8 萬<0.1%+474+25.4%加碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI8,659$17.8 萬<0.1%+5,243+153.5%加碼–
WPCW. P. Carey Inc.COM2,629$17.8 萬<0.1%+17+0.7%加碼歷史
AEMAgnico Eagle Mines LtdStock1,051$17.7 萬<0.1%+122+13.1%加碼歷史
LOPEGrand Canyon Education, Inc.COM807$17.7 萬<0.1%+49+6.5%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT3,273$17.7 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,464$17.6 萬<0.1%−20−0.8%減碼–
DECKDeckers Outdoor CorpCOM1,733$17.6 萬<0.1%−547−24.0%減碼歷史
ULSUL Solutions Inc.CLASS A COM SHS2,474$17.5 萬<0.1%+1,998+419.7%加碼歷史
PPLPPL CorpCOM4,702$17.5 萬<0.1%+7+0.1%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF567$17.5 萬<0.1%+567新進–
VNTVontier CorpStock4,155$17.4 萬<0.1%+252+6.5%加碼歷史
LVSLas Vegas Sands CorpCOM3,218$17.3 萬<0.1%+1,072+50.0%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF3,526$17.3 萬<0.1%+1,242+54.4%加碼–
DRIDarden Restaurants IncCOM907$17.3 萬<0.1%−369−28.9%減碼歷史
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$17.2 萬<0.1%+11+0.1%加碼–
OPRAOpera LtdSPONSORED ADS8,351$17.2 萬<0.1%+176+2.2%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$17.2 萬<0.1%00.0%不變–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$17.2 萬<0.1%+7,993新進歷史
iShares Tr464287630RUS 2000 VAL ETF972$17.2 萬<0.1%+972新進–
VICIVici Properties Inc.COM5,262$17.2 萬<0.1%−3,767−41.7%減碼歷史
Timothy Plan887432284US LARGE MID CP6,225$17.2 萬<0.1%−567−8.3%減碼–
PAHCPhibro Animal Health CorpCL A COM4,233$17.1 萬<0.1%+1,513+55.6%加碼歷史
AXTAAxalta Coating Systems Ltd.COM5,943$17.0 萬<0.1%+2,442+69.8%加碼歷史
PUKPrudential PLCADR6,047$16.9 萬<0.1%+915+17.8%加碼歷史
KMPRKEMPER CorpCOM3,278$16.9 萬<0.1%+277+9.2%加碼歷史
iShares Tr464287390LATN AMER 40 ETF5,836$16.9 萬<0.1%+5,040+633.2%加碼–
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$16.8 萬<0.1%00.0%不變–
FTSFortis Inc.COM3,317$16.8 萬<0.1%+415+14.3%加碼歷史
CHDNChurchill Downs IncCOM1,732$16.8 萬<0.1%−357−17.1%減碼歷史
TKOTKO Group Holdings, Inc.CL A828$16.7 萬<0.1%−31−3.6%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