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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
DCIDonaldson Co IncStock2,041$16.7 萬<0.1%+9+0.4%加碼歷史
PRIPrimerica, Inc.Stock598$16.6 萬<0.1%+288+92.9%加碼歷史
SSRMSSR Mining Inc.Stock6,791$16.6 萬<0.1%−640−8.6%減碼歷史
RGLDRoyal Gold IncStock826$16.6 萬<0.1%−1,063−56.3%減碼歷史
XYLXylem Inc.COM1,110$16.4 萬<0.1%−82−6.9%減碼歷史
PAGPenske Automotive Group, Inc.COM940$16.3 萬<0.1%+60+6.8%加碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP2,347$16.3 萬<0.1%+19+0.8%加碼–
TNLTravel & Leisure Co.COM2,741$16.3 萬<0.1%00.0%不變歷史
BBWIBath & Body Works, Inc.COM6,328$16.3 萬<0.1%+1,872+42.0%加碼歷史
Vanguard Mun BD FDS922907738INTERMEDIATE TRM1,625$16.3 萬<0.1%−256−13.6%減碼–
VMIValmont Industries IncCOM420$16.3 萬<0.1%+148+54.4%加碼歷史
GPCGenuine Parts CoStock1,175$16.3 萬<0.1%+170+16.9%加碼歷史
IDAIdacorp IncCOM1,231$16.3 萬<0.1%−45−3.5%減碼歷史
BCMLBayCom CorpCOM5,610$16.1 萬<0.1%−369−6.2%減碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC1,989$16.1 萬<0.1%−1,903−48.9%減碼–
EXASExact Sciences CorpCOM2,945$16.1 萬<0.1%−259−8.1%減碼歷史
IBOCInternational Bancshares CorpCOM2,341$16.1 萬<0.1%00.0%不變歷史
HSTHost Hotels & Resorts, Inc.COM9,441$16.1 萬<0.1%+4,723+100.1%加碼歷史
UNMUnum GroupStock2,064$16.1 萬<0.1%+213+11.5%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,321$16.0 萬<0.1%−38−1.6%減碼–
EMBJEmbraer S.A.ADR2,643$16.0 萬<0.1%−109−4.0%減碼歷史
STEPStepStone Group Inc.COM CL A2,443$16.0 萬<0.1%+1,207+97.7%加碼歷史
PHMPultegroup IncCOM1,207$16.0 萬<0.1%−5−0.4%減碼歷史
WITWipro LtdSPON ADR 1 SH60,626$15.9 萬<0.1%−34,475−36.3%減碼歷史
STNGScorpio Tankers Inc.SHS2,835$15.9 萬<0.1%+28+1.0%加碼歷史
PSOPearson PLCSPONSORED ADR11,213$15.9 萬<0.1%−1,984−15.0%減碼歷史
CROXCrocs, Inc.COM1,898$15.9 萬<0.1%+1,036+120.2%加碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,157$15.9 萬<0.1%−25−0.2%減碼歷史
AEEAmeren CorpCOM1,518$15.8 萬<0.1%−37−2.4%減碼歷史
OMCOmnicom Group Inc.COM1,942$15.8 萬<0.1%+25+1.3%加碼歷史
CNQCanadian Natural Resources LtdCOM4,939$15.8 萬<0.1%+426+9.4%加碼歷史
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD3,043$15.7 萬<0.1%+3,043新進歷史
RGAReinsurance Group of America IncCOM NEW818$15.7 萬<0.1%−164−16.7%減碼歷史
CSGPCostar Group, Inc.COM1,862$15.7 萬<0.1%+12+0.6%加碼歷史
CMCanadian Imperial Bank of CommerceCOM1,962$15.7 萬<0.1%+161+8.9%加碼歷史
EATBrinker International, IncStock1,232$15.6 萬<0.1%+386+45.6%加碼歷史
AZZAzz IncCOM1,429$15.6 萬<0.1%+495+53.0%加碼歷史
CFCF Industries Holdings, Inc.COM1,738$15.6 萬<0.1%−2,098−54.7%減碼歷史
STNStantec IncCOM1,445$15.6 萬<0.1%+84+6.2%加碼歷史
ARLOArlo Technologies, Inc.COM9,189$15.6 萬<0.1%+3,573+63.6%加碼歷史
JLLJones Lang Lasalle IncCOM522$15.6 萬<0.1%+23+4.6%加碼歷史
MWAMueller Water Products, Inc.COM SER A6,083$15.5 萬<0.1%+2,879+89.9%加碼歷史
SJMJ M SMUCKER CoStock1,426$15.5 萬<0.1%+355+33.1%加碼歷史
AVBAvalonbay Communities IncCOM799$15.4 萬<0.1%−445−35.8%減碼歷史
GGGGraco IncCOM1,808$15.4 萬<0.1%+43+2.4%加碼歷史
CRUSCirrus Logic, Inc.Stock1,226$15.4 萬<0.1%−265−17.8%減碼歷史
BNSBank of Nova ScotiaCOM2,373$15.3 萬<0.1%+208+9.6%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,574$15.3 萬<0.1%+344+15.4%加碼歷史
OKTAOkta, Inc.CL A1,672$15.3 萬<0.1%+51+3.1%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,288$15.3 萬<0.1%−345−6.1%減碼–
IHGIntercontinental Hotels Group PLCSPONSORED ADS1,256$15.2 萬<0.1%+323+34.6%加碼歷史
SWKSSkyworks Solutions, Inc.Stock1,976$15.2 萬<0.1%−322−14.0%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK768$15.2 萬<0.1%+2+0.3%加碼歷史
MANManpowerGroup Inc.COM4,000$15.2 萬<0.1%+2,227+125.6%加碼歷史
CRBGCorebridge Financial, Inc.COM4,726$15.1 萬<0.1%+168+3.7%加碼歷史
BFAMBright Horizons Family Solutions Inc.COM1,389$15.1 萬<0.1%−822−37.2%減碼歷史
AERAerCap Holdings N.V.SHS1,242$15.0 萬<0.1%+99+8.7%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR6,952$15.0 萬<0.1%+1,220+21.3%加碼歷史
QLYSQualys, Inc.COM1,130$15.0 萬<0.1%+484+74.9%加碼歷史
WTSWatts Water Technologies IncCL A535$14.9 萬<0.1%+196+57.8%加碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$14.9 萬<0.1%−15−0.1%減碼歷史
TROWPrice T Rowe Group IncStock1,455$14.9 萬<0.1%−91−5.9%減碼歷史
VanEck ETF Trust92189F601URANI NUCLE ETF1,100$14.9 萬<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,472$14.9 萬<0.1%−124−4.8%減碼–
DRDDrdgold LtdSPON ADR REPSTG5,387$14.9 萬<0.1%+1,070+24.8%加碼歷史
CRSCarpenter Technology CorpCOM605$14.9 萬<0.1%+155+34.4%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF3,194$14.8 萬<0.1%+1,552+94.5%加碼–
iShares Inc464286327MSCI GLB SLV&MTL5,395$14.8 萬<0.1%−984−15.4%減碼–
BZKanzhun LtdSPONSORED ADS6,320$14.8 萬<0.1%+470+8.0%加碼歷史
RDDTReddit, Inc.Stock641$14.7 萬<0.1%+588+1,109.4%加碼歷史
THGHanover Insurance Group, Inc.COM811$14.7 萬<0.1%+85+11.7%加碼歷史
TSTenaris SASPONSORED ADS4,113$14.7 萬<0.1%−335−7.5%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY3,329$14.7 萬<0.1%+493+17.4%加碼–
FCNCAFirst Citizens Bancshares IncCL A82$14.7 萬<0.1%−6−6.8%減碼歷史
SAIASaia IncCOM489$14.6 萬<0.1%−82−14.4%減碼歷史
CRCrane CoCOMMON STOCK794$14.6 萬<0.1%+256+47.6%加碼歷史
IXOrix CorpSPONSORED ADR5,597$14.6 萬<0.1%−767−12.1%減碼歷史
ITTItt Inc.COM812$14.5 萬<0.1%+112+16.0%加碼歷史
PKPark Hotels & Resorts Inc.COM13,079$14.5 萬<0.1%−368−2.7%減碼歷史
TUTelus CorpCOM9,187$14.5 萬<0.1%+489+5.6%加碼歷史
REXRRexford Industrial Realty, Inc.COM3,493$14.4 萬<0.1%+241+7.4%加碼歷史
STTState Street CorpCOM1,233$14.3 萬<0.1%+166+15.6%加碼歷史
FOXFox CorpCL B COM2,493$14.3 萬<0.1%+193+8.4%加碼歷史
ARAntero Resources CorpCOM4,253$14.3 萬<0.1%+1,264+42.3%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,941$14.3 萬<0.1%−3−0.2%減碼–
SEICSEI Investments CoCOM1,679$14.2 萬<0.1%+180+12.0%加碼歷史
TTWOTake Two Interactive Software IncCOM547$14.1 萬<0.1%−179−24.7%減碼歷史
ALKAlaska Air Group, Inc.COM2,834$14.1 萬<0.1%+558+24.5%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN2,175$14.1 萬<0.1%−109−4.8%減碼–
FSKFS KKR Capital CorpCOM9,407$14.0 萬<0.1%+8+0.1%加碼歷史
AMAntero Midstream CorpStock7,214$14.0 萬<0.1%−342−4.5%減碼歷史
DLBDolby Laboratories, Inc.COM CL A1,931$14.0 萬<0.1%−667−25.7%減碼歷史
SANMSanmina CorpCOM1,210$13.9 萬<0.1%−17−1.4%減碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW18,366$13.9 萬<0.1%−2,745−13.0%減碼歷史
VODVodafone Group Public Ltd CoADR11,939$13.8 萬<0.1%−494−4.0%減碼歷史
FEFirstenergy CorpCOM3,018$13.8 萬<0.1%+517+20.7%加碼歷史
DOXAmdocs LtdSHS1,681$13.8 萬<0.1%+21+1.3%加碼歷史
NLYAnnaly Capital Management IncREIT6,813$13.8 萬<0.1%+557+8.9%加碼歷史
APAMArtisan Partners Asset Management Inc.CL A3,170$13.8 萬<0.1%+625+24.6%加碼歷史
THOThor Industries IncCOM1,324$13.7 萬<0.1%−512−27.9%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