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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
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$11.6 萬<0.1%+11,214新進歷史
WWayfair Inc.CL A1,294$11.6 萬<0.1%+475+58.0%加碼歷史
iShares Inc464286517JP MORGAN EM ETF2,804$11.6 萬<0.1%+2,804新進–
CPBCAMPBELL'S CoCOM3,646$11.5 萬<0.1%+2,488+214.9%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE2,477$11.5 萬<0.1%00.0%不變–
FITBFifth Third BancorpCOM2,573$11.5 萬<0.1%+145+6.0%加碼歷史
ALEAllete IncCOM NEW1,725$11.5 萬<0.1%−104−5.7%減碼歷史
CHHChoice Hotels International IncCOM1,067$11.4 萬<0.1%−470−30.6%減碼歷史
CLSCelestica IncStock462$11.4 萬<0.1%−35−7.0%減碼歷史
BOXBox IncCL A3,506$11.3 萬<0.1%+1,243+54.9%加碼歷史
GATXGatx CorpCOM647$11.3 萬<0.1%−43−6.2%減碼歷史
TWLOTwilio IncCL A1,128$11.3 萬<0.1%−595−34.5%減碼歷史
ESNTEssent Group Ltd.COM1,775$11.3 萬<0.1%−305−14.7%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,974$11.2 萬<0.1%+1,053+114.3%加碼歷史
WTRGEssential Utilities, Inc.COM2,816$11.2 萬<0.1%+69+2.5%加碼歷史
BCEBce IncCOM NEW4,802$11.2 萬<0.1%+480+11.1%加碼歷史
MKTXMarketaxess Holdings IncCOM643$11.2 萬<0.1%−611−48.7%減碼歷史
WSMWilliams Sonoma IncCOM572$11.2 萬<0.1%+11+2.0%加碼歷史
MRPMillrose Properties, Inc.COM CL A3,327$11.2 萬<0.1%−113−3.3%減碼歷史
MPMP Materials Corp.COM CL A1,666$11.2 萬<0.1%−162−8.9%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$11.2 萬<0.1%00.0%不變–
SBSWSibanye Stillwater LtdSPONSORED ADR9,935$11.2 萬<0.1%−1,239−11.1%減碼歷史
VVRInvesco Senior Income TrustCOM32,227$11.2 萬<0.1%+9,235+40.2%加碼歷史
HSYHershey CoCOM595$11.1 萬<0.1%−102−14.6%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW834$11.0 萬<0.1%−269−24.4%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,620$11.0 萬<0.1%+44+1.7%加碼–
APLSApellis Pharmaceuticals, Inc.COM4,865$11.0 萬<0.1%−564−10.4%減碼歷史
DOWDow Inc.Stock4,793$11.0 萬<0.1%−1,581−24.8%減碼歷史
Vanguard Materials ETF92204A801ETF536$11.0 萬<0.1%00.0%不變–
SEISolaris Energy Infrastructure, Inc.COM CL A2,746$11.0 萬<0.1%00.0%不變歷史
ATRAptargroup, Inc.Stock821$11.0 萬<0.1%+256+45.3%加碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$11.0 萬<0.1%00.0%不變–
FXEInvesco CurrencyShares Euro TrustEURO SHS1,006$10.9 萬<0.1%+2+0.2%加碼歷史
EVTCEVERTEC, Inc.COM3,216$10.9 萬<0.1%+1,220+61.1%加碼歷史
BBarrick Mining CorpStock3,308$10.8 萬<0.1%+755+29.6%加碼歷史
PBFPBF Energy Inc.CL A3,586$10.8 萬<0.1%−147−3.9%減碼歷史
MTArcelorMittalNY REGISTRY SH2,988$10.8 萬<0.1%+566+23.4%加碼歷史
LCIILci IndustriesCOM1,155$10.8 萬<0.1%−17−1.5%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF458$10.8 萬<0.1%−82−15.2%減碼–
KIMKimco Realty CorpCOM4,914$10.7 萬<0.1%−155−3.1%減碼歷史
TELFYTelefonica S ASPONSORED ADR21,128$10.7 萬<0.1%+219+1.0%加碼歷史
LNTAlliant Energy CorpStock1,590$10.7 萬<0.1%+7+0.4%加碼歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$10.7 萬<0.1%+3,900新進歷史
GPNGlobal Payments IncStock1,286$10.7 萬<0.1%−880−40.6%減碼歷史
MMSIMerit Medical Systems IncCOM1,283$10.7 萬<0.1%+361+39.2%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,670$10.6 萬<0.1%+6+0.2%加碼–
MATMattel IncCOM6,320$10.6 萬<0.1%−2,457−28.0%減碼歷史
ADUSAddus HomeCare CorpCOM901$10.6 萬<0.1%+340+60.6%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW1,048$10.6 萬<0.1%+358+51.9%加碼歷史
DEODiageo PLCSPON ADR NEW1,110$10.6 萬<0.1%−124−10.0%減碼歷史
iShares Tr464287515EXPANDED TECH920$10.6 萬<0.1%+842+1,079.5%加碼–
BALLBALL CorpCOM2,098$10.6 萬<0.1%−2,045−49.4%減碼歷史
ONCBeOne Medicines Ltd.ADR310$10.6 萬<0.1%+30+10.7%加碼歷史
ACTEnact Holdings, Inc.COM2,745$10.5 萬<0.1%−483−15.0%減碼歷史
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$10.5 萬<0.1%+3,898新進–
AVTAvnet IncCOM2,005$10.5 萬<0.1%+87+4.5%加碼歷史
VALEVale S.A.SPONSORED ADS9,607$10.4 萬<0.1%−1,093−10.2%減碼歷史
TXNMTXNM Energy IncCOM1,839$10.4 萬<0.1%+311+20.4%加碼歷史
HWCHancock Whitney CorpCOM1,656$10.4 萬<0.1%+45+2.8%加碼歷史
NGVTIngevity CorpCOM1,870$10.3 萬<0.1%+254+15.7%加碼歷史
CASYCaseys General Stores IncCOM182$10.3 萬<0.1%−36−16.5%減碼歷史
PCTYPaylocity Holding CorpCOM646$10.3 萬<0.1%+181+38.9%加碼歷史
DOCHealthpeak Properties, Inc.COM5,362$10.3 萬<0.1%+121+2.3%加碼歷史
MCYMercury General CorpCOM1,205$10.2 萬<0.1%−4−0.3%減碼歷史
AVAHAveanna Healthcare Holdings, Inc.COM11,466$10.2 萬<0.1%+11,453+88,100.0%加碼歷史
LEALear CorpCOM NEW1,009$10.2 萬<0.1%+41+4.2%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A5,272$10.1 萬<0.1%+1,783+51.1%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 1012,224$10.1 萬<0.1%−1,909−13.5%減碼歷史
GIBCgi IncCL A1,133$10.1 萬<0.1%−319−22.0%減碼歷史
MORNMorningstar, Inc.COM435$10.1 萬<0.1%−126−22.5%減碼歷史
CVECenovus Energy Inc.COM5,933$10.1 萬<0.1%+1,021+20.8%加碼歷史
BEKEKE Holdings Inc.SPONSORED ADS5,302$10.1 萬<0.1%+1,490+39.1%加碼歷史
BF.BBrown Forman CorpStock3,714$10.1 萬<0.1%+24+0.7%加碼歷史
JXNJackson Financial Inc.COM CL A992$10.0 萬<0.1%+81+8.9%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,618$10.0 萬<0.1%+2+0.1%加碼歷史
NTESNetEase, Inc.SPONSORED ADS656$9.97 萬<0.1%+114+21.0%加碼歷史
CARGCarGurus, Inc.COM CL A2,675$9.96 萬<0.1%+1,036+63.2%加碼歷史
WATWaters CorpCOM332$9.95 萬<0.1%−54−14.0%減碼歷史
CGCarlyle Group Inc.COM1,587$9.95 萬<0.1%+33+2.1%加碼歷史
FYBRFrontier Communications Parent, Inc.COM2,662$9.94 萬<0.1%+147+5.8%加碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$9.93 萬<0.1%00.0%不變歷史
HOLXHologic IncCOM1,470$9.92 萬<0.1%−66−4.3%減碼歷史
ALVAutoliv IncCOM803$9.92 萬<0.1%+73+10.0%加碼歷史
PDIPIMCO Dynamic Income FundSHS5,000$9.90 萬<0.1%00.0%不變歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$9.88 萬<0.1%+1,500+27.3%加碼歷史
RBB FD Inc74933W536US TREASR 10 YR2,229$9.86 萬<0.1%+747+50.4%加碼–
OMFOneMain Holdings, Inc.COM1,742$9.84 萬<0.1%+619+55.1%加碼歷史
CPNGCoupang, Inc.CL A3,054$9.83 萬<0.1%−262−7.9%減碼歷史
LNWOLight & Wonder, Inc.COM1,170$9.82 萬<0.1%−136−10.4%減碼歷史
GDDYGoDaddy Inc.CL A717$9.81 萬<0.1%−413−36.5%減碼歷史
CPCanadian Pacific Kansas City LtdCOM1,316$9.80 萬<0.1%+9+0.7%加碼歷史
ZIONZions Bancorporation, National AssociationCOM1,728$9.78 萬<0.1%−88−4.8%減碼歷史
HLNEHamilton Lane INCCL A725$9.77 萬<0.1%−269−27.1%減碼歷史
Etfis Ser Tr I26923G822VIRTUS INFRCAP4,500$9.77 萬<0.1%+1,500+50.0%加碼–
INSMINSMED IncCOM PAR $.01678$9.76 萬<0.1%+14+2.1%加碼歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF9,477$9.76 萬<0.1%+750+8.6%加碼歷史
QGENQiagen N.V.COMMON STOCK2,184$9.76 萬<0.1%−414−15.9%減碼歷史
BKHBlack Hills CorpCOM1,584$9.76 萬<0.1%−2,058−56.5%減碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$9.75 萬<0.1%00.0%不變–
TECKTeck Resources LtdCL B2,217$9.73 萬<0.1%+1,004+82.8%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