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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
SIGISelective Insurance Group IncCOM972$7.88 萬<0.1%+126+14.9%加碼歷史
RDNRadian Group IncCOM2,170$7.86 萬<0.1%+310+16.7%加碼歷史
TREXTrex Co IncCOM1,517$7.84 萬<0.1%+1,318+662.3%加碼歷史
AGXArgan IncStock290$7.83 萬<0.1%−75−20.5%減碼歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$7.83 萬<0.1%+1,000+20.0%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR2,972$7.83 萬<0.1%+66+2.3%加碼歷史
FFINFirst Financial Bankshares IncCOM2,320$7.81 萬<0.1%+392+20.3%加碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS7,500$7.79 萬<0.1%+3,000+66.7%加碼歷史
PINCPremier, Inc.CL A2,798$7.78 萬<0.1%−170−5.7%減碼歷史
EEFTEuronet Worldwide, Inc.COM882$7.74 萬<0.1%−749−45.9%減碼歷史
ESSEssex Property Trust, Inc.COM289$7.74 萬<0.1%+10+3.6%加碼歷史
TMHCTaylor Morrison Home CorpCOM1,163$7.68 萬<0.1%+266+29.7%加碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$7.67 萬<0.1%00.0%不變歷史
SNSharkNinja, Inc.COM SHS741$7.64 萬<0.1%+46+6.6%加碼歷史
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$7.62 萬<0.1%+2,006新進–
USALiberty All Star Equity FundSH BEN INT12,000$7.61 萬<0.1%00.0%不變歷史
NENoble Corp plcORD SHS A2,688$7.60 萬<0.1%+87+3.3%加碼歷史
FHBFirst Hawaiian, Inc.COM3,059$7.60 萬<0.1%+300+10.9%加碼歷史
CACCCredit Acceptance CorpCOM162$7.56 萬<0.1%−29−15.2%減碼歷史
AVAAvista CorpCOM1,996$7.55 萬<0.1%−1,121−36.0%減碼歷史
MAAMid America Apartment Communities Inc.COM538$7.52 萬<0.1%−389−42.0%減碼歷史
VALValaris LtdCL A1,539$7.51 萬<0.1%−314−16.9%減碼歷史
PBHPrestige Consumer Healthcare Inc.COM1,202$7.50 萬<0.1%−252−17.3%減碼歷史
OGEOGE Energy Corp.COM1,610$7.45 萬<0.1%−16−1.0%減碼歷史
CELHCelsius Holdings, Inc.COM NEW1,293$7.43 萬<0.1%+174+15.5%加碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM14,000$7.42 萬<0.1%+3,500+33.3%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$7.41 萬<0.1%00.0%不變–
RGTIRigetti Computing, Inc.COMMON STOCK2,487$7.41 萬<0.1%+665+36.5%加碼歷史
BBTBeacon Financial CorpCOM3,123$7.40 萬<0.1%+1,285+69.9%加碼歷史
DSGXDescartes Systems Group IncCOM785$7.40 萬<0.1%+104+15.3%加碼歷史
DVADavita Inc.COM556$7.39 萬<0.1%−837−60.1%減碼歷史
CFRCullen/Frost Bankers, Inc.COM583$7.38 萬<0.1%−591−50.3%減碼歷史
BF.ABrown Forman CorpCL A2,743$7.38 萬<0.1%−622−18.5%減碼歷史
YUMCYum China Holdings, Inc.COM1,718$7.37 萬<0.1%+196+12.9%加碼歷史
BOILProShares Trust IIETF2,457$7.37 萬<0.1%+2,457新進歷史
EXPEagle Materials IncCOM316$7.37 萬<0.1%+144+83.7%加碼歷史
TRUTransUnionCOM872$7.31 萬<0.1%+344+65.2%加碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP13,984$7.30 萬<0.1%+1,137+8.9%加碼歷史
APGAPi Group CorpCOM STK2,121$7.29 萬<0.1%+846+66.4%加碼歷史
RPMRPM International IncCOM617$7.28 萬<0.1%+108+21.2%加碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR1,887$7.26 萬<0.1%+1,268+204.8%加碼歷史
OTEXOpen Text CorpCOM1,941$7.26 萬<0.1%−64−3.2%減碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT3,450$7.26 萬<0.1%−198−5.4%減碼歷史
ANFAbercrombie & Fitch CoCL A848$7.25 萬<0.1%+134+18.8%加碼歷史
TXG10x Genomics, Inc.CL A COM6,187$7.23 萬<0.1%−1,303−17.4%減碼歷史
HAYWHayward Holdings, Inc.COM4,780$7.23 萬<0.1%+80+1.7%加碼歷史
KFYKorn FerryCOM NEW1,029$7.20 萬<0.1%+175+20.5%加碼歷史
FSVFirstService CorpCOM378$7.20 萬<0.1%+13+3.6%加碼歷史
PBAPembina Pipeline CorpCOM1,778$7.19 萬<0.1%+12+0.7%加碼歷史
VNOVornado Realty TrustSH BEN INT1,772$7.18 萬<0.1%+60+3.5%加碼歷史
CSLCarlisle Companies IncCOM218$7.17 萬<0.1%+11+5.3%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD5,339$7.17 萬<0.1%+1,269+31.2%加碼–
HIWHighwoods Properties, Inc.COM2,251$7.16 萬<0.1%+9+0.4%加碼歷史
AGOAssured Guaranty LtdCOM845$7.15 萬<0.1%−23−2.6%減碼歷史
POSTPost Holdings, Inc.COM663$7.13 萬<0.1%−243−26.8%減碼歷史
GENGen Digital Inc.Stock2,510$7.12 萬<0.1%+69+2.8%加碼歷史
AAAlcoa CorpStock2,164$7.12 萬<0.1%+124+6.1%加碼歷史
OXLCOxford Lane Capital Corp.COM4,200$7.11 萬<0.1%+200+5.0%加碼依 1 比 5 拆股換算歷史
Vanguard Utilities ETF92204A876ETF375$7.10 萬<0.1%00.0%不變–
LRNStride, Inc.COM475$7.07 萬<0.1%−37−7.2%減碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$7.07 萬<0.1%00.0%不變歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD739$7.07 萬<0.1%−50−6.3%減碼–
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM5,000$7.07 萬<0.1%+5,000新進歷史
HRHealthcare Realty Trust IncCL A COM3,921$7.07 萬<0.1%+442+12.7%加碼歷史
HRBH&R Block IncCOM1,396$7.06 萬<0.1%+482+52.7%加碼歷史
MAPSWM Technology, Inc.COM60,760$7.05 萬<0.1%+326+0.5%加碼歷史
TTANServiceTitan, Inc.SHS CL A697$7.03 萬<0.1%−178−20.3%減碼歷史
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF281$7.01 萬<0.1%+267+1,907.1%加碼–
PRMPerimeter Solutions, Inc.COMMON STOCK3,129$7.01 萬<0.1%+119+4.0%加碼歷史
BGCBGC Group, Inc.CL A7,381$6.98 萬<0.1%+4,690+174.3%加碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK4,324$6.98 萬<0.1%+1,784+70.2%加碼歷史
RIVNRivian Automotive, Inc.Stock4,738$6.96 萬<0.1%−1,848−28.1%減碼歷史
HRLHormel Foods CorpCOM2,811$6.95 萬<0.1%−1,920−40.6%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF1,442$6.95 萬<0.1%−381−20.9%減碼–
MRCYMercury Systems IncCOM897$6.94 萬<0.1%−32−3.4%減碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$6.92 萬<0.1%00.0%不變歷史
TRNTrinity Industries IncCOM2,462$6.90 萬<0.1%+353+16.7%加碼歷史
PORPortland General Electric CoCOM NEW1,559$6.86 萬<0.1%−95−5.7%減碼歷史
CARAvis Budget Group, Inc.COM427$6.86 萬<0.1%00.0%不變歷史
ProShares Tr74347X823ULTRPRO DOW30638$6.83 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM563$6.82 萬<0.1%+506+887.7%加碼–
BGRBlackRock Energy & Resources TrustCOM5,020$6.81 萬<0.1%+4,000+392.2%加碼歷史
WALWestern Alliance BancorporationCOM785$6.81 萬<0.1%−55−6.5%減碼歷史
OPCHOption Care Health, Inc.COM NEW2,447$6.79 萬<0.1%+1,040+73.9%加碼歷史
NJRNew Jersey Resources CorpStock1,410$6.79 萬<0.1%+207+17.2%加碼歷史
OFGOfg BancorpCOM1,558$6.78 萬<0.1%+25+1.6%加碼歷史
SUPNSupernus Pharmaceuticals, Inc.COM1,417$6.77 萬<0.1%−215−13.2%減碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$6.72 萬<0.1%00.0%不變–
VLYValley National BancorpCOM6,337$6.72 萬<0.1%+453+7.7%加碼歷史
HUNHuntsman CORPCOM7,450$6.69 萬<0.1%−1,506−16.8%減碼歷史
GMABGenmab A/SSPONSORED ADS2,178$6.68 萬<0.1%+64+3.0%加碼歷史
CSWCCapital Southwest CorpCOM3,055$6.68 萬<0.1%+268+9.6%加碼歷史
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF2,509$6.67 萬<0.1%+2,509新進–
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK1,462$6.66 萬<0.1%+661+82.5%加碼–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,549$6.65 萬<0.1%+541+53.7%加碼–
RCIRogers Communications IncCL B1,928$6.65 萬<0.1%−53−2.7%減碼歷史
iShares Tr46432F388MSCI USA VALUE531$6.64 萬<0.1%+159+42.7%加碼–
GFSGLOBALFOUNDRIES Inc.Stock1,849$6.63 萬<0.1%+1,577+579.8%加碼歷史
ECCEagle Point Credit CoCOM10,000$6.61 萬<0.1%+1,750+21.2%加碼歷史
HAFCHanmi Financial CorpCOM NEW2,672$6.60 萬<0.1%+394+17.3%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