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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
iShares Core S&P US Value ETF464287663ETF967$9.67 萬<0.1%00.0%不變–
RITMRithm Capital Corp.REIT8,468$9.65 萬<0.1%+1,818+27.3%加碼歷史
BTSGBrightSpring Health Services, Inc.COM3,261$9.64 萬<0.1%+1,420+77.1%加碼歷史
PODDInsulet CorpStock311$9.60 萬<0.1%+18+6.1%加碼歷史
SPSCSPS Commerce IncCOM916$9.54 萬<0.1%+267+41.1%加碼歷史
ETF Ser Solutions26922A321DISTILLATE US1,643$9.52 萬<0.1%00.0%不變–
BNLBroadstone Net Lease, Inc.COM5,311$9.49 萬<0.1%+1,050+24.6%加碼歷史
ALGNAlign Technology IncCOM756$9.47 萬<0.1%+225+42.4%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$9.47 萬<0.1%−389−17.7%減碼–
NWENorthWestern Energy Group, Inc.COM NEW1,613$9.45 萬<0.1%−11−0.7%減碼歷史
THWabrdn World Healthcare FundBEN INT SHS7,500$9.45 萬<0.1%00.0%不變歷史
FLRFluor CorpStock2,245$9.44 萬<0.1%+178+8.6%加碼歷史
STWDStarwood Property Trust, Inc.COM4,872$9.44 萬<0.1%−663−12.0%減碼歷史
MZTIMarzetti CoCOM545$9.42 萬<0.1%−29−5.1%減碼歷史
Neos ETF Trust78433H303NEOS S&P 500 HI1,800$9.41 萬<0.1%00.0%不變–
CNHCNH Industrial N.V.SHS8,648$9.38 萬<0.1%+442+5.4%加碼歷史
UIUbiquiti Inc.COM142$9.38 萬<0.1%+34+31.5%加碼歷史
AMKRAmkor Technology, Inc.COM3,302$9.38 萬<0.1%+584+21.5%加碼歷史
CBTCabot CorpCOM1,232$9.37 萬<0.1%+419+51.5%加碼歷史
CRDOCredo Technology Group Holding LtdStock643$9.36 萬<0.1%+142+28.3%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR3,846$9.36 萬<0.1%−607−13.6%減碼歷史
OZKBank OZKCOM1,822$9.29 萬<0.1%+33+1.8%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,053$9.28 萬<0.1%00.0%不變–
NMIHNMI Holdings, Inc.COM2,414$9.26 萬<0.1%+401+19.9%加碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$9.23 萬<0.1%00.0%不變歷史
ADCAgree Realty CorpCOM1,297$9.21 萬<0.1%−61−4.5%減碼歷史
AVYAvery Dennison CorpCOM568$9.21 萬<0.1%+179+46.0%加碼歷史
Schwab Strategic Tr8085247141 5YR CORP BD3,689$9.20 萬<0.1%+3,689新進–
ESABESAB CorpCOM824$9.20 萬<0.1%−148−15.2%減碼歷史
KEYKeycorpCOM4,920$9.20 萬<0.1%−228−4.4%減碼歷史
BXPBXP, Inc.COM1,236$9.19 萬<0.1%+116+10.4%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,997$9.14 萬<0.1%+1,167+140.6%加碼–
MKSIMKS IncCOM737$9.12 萬<0.1%−101−12.1%減碼歷史
TGNATegna IncCOM4,480$9.11 萬<0.1%+517+13.0%加碼歷史
EQHEquitable Holdings, Inc.COM1,793$9.11 萬<0.1%+9+0.5%加碼歷史
FHIFederated Hermes, Inc.CL B1,753$9.10 萬<0.1%+186+11.9%加碼歷史
MVSTMicrovast Holdings, Inc.COM23,592$9.08 萬<0.1%−8,000−25.3%減碼歷史
TCBITexas Capital Bancshares IncCOM1,073$9.07 萬<0.1%+327+43.8%加碼歷史
TIGOMillicom International Cellular SACOM STK1,867$9.06 萬<0.1%+454+32.1%加碼歷史
TPLTexas Pacific Land CorpStock97$9.06 萬<0.1%+29+42.6%加碼歷史
Timothy Plan887432276HIGH DIVIDEND3,465$9.05 萬<0.1%+22+0.6%加碼–
SLMSLM CorpCOM3,267$9.04 萬<0.1%−728−18.2%減碼歷史
LBTYALiberty Global Ltd.COM CL A7,850$9.00 萬<0.1%+5,055+180.9%加碼歷史
NOVNOV Inc.COM6,773$8.97 萬<0.1%−746−9.9%減碼歷史
VRNSVaronis Systems IncCOM1,561$8.97 萬<0.1%+348+28.7%加碼歷史
FRSHFreshworks Inc.Stock7,612$8.96 萬<0.1%+3,133+69.9%加碼歷史
SUNSunoco LPCOM UT REP LP1,777$8.89 萬<0.1%−107−5.7%減碼歷史
WNSWNS (Holdings) LtdCOM SHS1,164$8.88 萬<0.1%−268−18.7%減碼歷史
PFGCPerformance Food Group CoCOM852$8.86 萬<0.1%+193+29.3%加碼歷史
DOCUDocuSign, Inc.Stock1,229$8.86 萬<0.1%+161+15.1%加碼歷史
SUISun Communities IncCOM683$8.81 萬<0.1%+68+11.1%加碼歷史
KGCKinross Gold CorpCOM3,544$8.81 萬<0.1%+986+38.5%加碼歷史
FAFFirst American Financial CorpStock1,369$8.79 萬<0.1%+457+50.1%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,058$8.79 萬<0.1%+135+14.6%加碼歷史
Vanguard Energy ETF92204A306ETF698$8.78 萬<0.1%00.0%不變–
ELEstee Lauder Companies IncCL A996$8.77 萬<0.1%−1−0.1%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK2,550$8.75 萬<0.1%−54−2.1%減碼歷史
GRFSGrifols SASP ADR REP B NVT8,784$8.75 萬<0.1%+565+6.9%加碼歷史
SWKStanley Black & Decker, Inc.COM1,177$8.75 萬<0.1%+188+19.0%加碼歷史
CPTCamden Property TrustREIT818$8.74 萬<0.1%−1,476−64.3%減碼歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,814$8.73 萬<0.1%+34+0.9%加碼–
LMATLemaitre Vascular IncCOM994$8.70 萬<0.1%+427+75.3%加碼歷史
NXTNextpower Inc.Stock1,171$8.66 萬<0.1%+44+3.9%加碼歷史
INFYInfosys LtdSPONSORED ADR5,298$8.62 萬<0.1%−798−13.1%減碼歷史
UHSUniversal Health Services IncCL B421$8.61 萬<0.1%−162−27.8%減碼歷史
PSMTPricesmart IncCOM709$8.59 萬<0.1%−67−8.6%減碼歷史
ProShares Ultrapro Short S&P50074349Y845ETF6,354$8.58 萬<0.1%+154+2.5%加碼–
ENSGEnsign Group, IncCOM495$8.55 萬<0.1%−41−7.6%減碼歷史
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY1,974$8.49 萬<0.1%+1,974新進–
Flexshares Tr33939L886ULTR SHO INC FD1,121$8.48 萬<0.1%00.0%不變–
ARIApollo Commercial Real Estate Finance, Inc.COM8,346$8.45 萬<0.1%+1,308+18.6%加碼歷史
ALKSAlkermes plc.SHS2,817$8.45 萬<0.1%−466−14.2%減碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$8.44 萬<0.1%00.0%不變–
ASCArdmore Shipping CorpCOM7,112$8.44 萬<0.1%−1,332−15.8%減碼歷史
OROR Royalties Inc.COM SHS2,105$8.44 萬<0.1%+151+7.7%加碼歷史
NWSNews CorpCL B2,441$8.43 萬<0.1%−466−16.0%減碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM3,400$8.43 萬<0.1%+2,000+142.9%加碼歷史
TDCTeradata CorpStock3,916$8.42 萬<0.1%−379−8.8%減碼歷史
FTREFortrea Holdings Inc.COMMON STOCK9,964$8.39 萬<0.1%−1,999−16.7%減碼歷史
FOXAFox CorpCL A COM1,324$8.35 萬<0.1%−44−3.2%減碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$8.34 萬<0.1%00.0%不變–
AOSSmith A O CorpCOM1,130$8.30 萬<0.1%+167+17.3%加碼歷史
BRSPBrightSpire Capital, Inc.COM CL A15,167$8.24 萬<0.1%+3,712+32.4%加碼歷史
CALMCal-Maine Foods IncCOM NEW872$8.21 萬<0.1%−215−19.8%減碼歷史
NVMINova Ltd.COM256$8.18 萬<0.1%−4−1.5%減碼歷史
GRABGrab Holdings LtdCLASS A ORD13,565$8.17 萬<0.1%+1,768+15.0%加碼歷史
ABGAsbury Automotive Group IncCOM333$8.14 萬<0.1%−4−1.2%減碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$8.12 萬<0.1%00.0%不變–
TPHTri Pointe Homes, Inc.COM2,387$8.11 萬<0.1%+230+10.7%加碼歷史
SEESealed Air CorpCOM2,284$8.07 萬<0.1%−234−9.3%減碼歷史
GTESGates Industrial Corp Ltd.ORD SHS3,252$8.07 萬<0.1%+282+9.5%加碼歷史
KRCKilroy Realty CorpCOM1,898$8.02 萬<0.1%+10+0.5%加碼歷史
WAYWaystar Holding Corp.COM2,113$8.01 萬<0.1%+719+51.6%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF890$7.99 萬<0.1%−120−11.9%減碼歷史
ENSEnerSysCOM705$7.96 萬<0.1%+153+27.7%加碼歷史
SKYWSkywest IncCOM790$7.95 萬<0.1%+165+26.4%加碼歷史
WDSWoodside Energy Group LtdADR5,279$7.95 萬<0.1%+142+2.8%加碼歷史
SPXCSPX Technologies, Inc.COM425$7.94 萬<0.1%00.0%不變歷史
UTGReaves Utility Income FundCOM SH BEN INT2,000$7.92 萬<0.1%−500−20.0%減碼歷史
CRCCalifornia Resources CorpCOM STOCK1,487$7.91 萬<0.1%+11+0.7%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