跳到主要內容
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
Fidelity Covington Trust31609A404ENHANCED INTL1,867$6.59 萬<0.1%+1,483+386.2%加碼–
FBIZFirst Business Financial Services, Inc.COM1,284$6.58 萬<0.1%−7−0.5%減碼歷史
ACAArcosa, Inc.COM702$6.58 萬<0.1%−37−5.0%減碼歷史
LYTSLsi Industries IncCOM2,784$6.57 萬<0.1%+15+0.5%加碼歷史
BEBloom Energy CorpCOM CL A777$6.57 萬<0.1%+1+0.1%加碼歷史
iShares Tr46435U713US INFRASTRUC1,243$6.57 萬<0.1%−273−18.0%減碼–
VIVTelefonica Brasil S.A.SPONSORED ADS5,145$6.56 萬<0.1%+379+8.0%加碼歷史
LPXLouisiana-Pacific CorpCOM738$6.56 萬<0.1%−216−22.6%減碼歷史
FOLDAmicus Therapeutics, Inc.COM8,316$6.55 萬<0.1%+3,861+86.7%加碼歷史
ONTOOnto Innovation Inc.COM507$6.55 萬<0.1%−70−12.1%減碼歷史
TTMITTM Technologies IncCOM1,137$6.55 萬<0.1%−107−8.6%減碼歷史
AROCArchrock, Inc.COM2,488$6.55 萬<0.1%−211−7.8%減碼歷史
GNWGenworth Financial IncCOM SHS7,342$6.53 萬<0.1%−721−8.9%減碼歷史
RRyder System IncCOM346$6.53 萬<0.1%−41−10.6%減碼歷史
UCBUnited Community Banks IncCOM2,073$6.50 萬<0.1%+122+6.3%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF250$6.50 萬<0.1%00.0%不變–
WEXWEX Inc.COM412$6.49 萬<0.1%+17+4.3%加碼歷史
FNVFranco Nevada CorpStock291$6.49 萬<0.1%+26+9.8%加碼歷史
ONBOld National BancorpStock2,945$6.46 萬<0.1%−623−17.5%減碼歷史
GHGuardant Health, Inc.COM1,033$6.45 萬<0.1%−15−1.4%減碼歷史
DGICADonegal Group IncCL A3,327$6.45 萬<0.1%−352−9.6%減碼歷史
OGNOrganon & Co.Stock6,031$6.44 萬<0.1%−354−5.5%減碼歷史
HCSGHealthcare Services Group IncCOM3,816$6.42 萬<0.1%+1,630+74.6%加碼歷史
ESEEsco Technologies IncCOM304$6.42 萬<0.1%−67−18.1%減碼歷史
BANFBancfirst CorpCOM507$6.41 萬<0.1%+105+26.1%加碼歷史
IPGPIpg Photonics CorpCOM809$6.41 萬<0.1%+65+8.7%加碼歷史
DPZDominos Pizza IncCOM148$6.40 萬<0.1%−3−2.0%減碼歷史
BHFBrighthouse Financial, Inc.COM1,206$6.40 萬<0.1%+733+155.0%加碼歷史
FLOFlowers Foods IncCOM4,905$6.40 萬<0.1%−156−3.1%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$6.40 萬<0.1%00.0%不變–
iShares Tr464287549EXPND TEC SC ETF507$6.39 萬<0.1%−54−9.6%減碼–
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$6.38 萬<0.1%00.0%不變–
AEISAdvanced Energy Industries IncCOM374$6.36 萬<0.1%+62+19.9%加碼歷史
CDECoeur Mining, Inc.COM NEW3,391$6.36 萬<0.1%+23+0.7%加碼歷史
iShares Tr464288372GLB INFRASTR ETF1,036$6.33 萬<0.1%+957+1,211.4%加碼–
KNKnowles CorpCOM2,712$6.32 萬<0.1%−783−22.4%減碼歷史
DJTTrump Media & Technology Group Corp.Stock3,846$6.32 萬<0.1%+151+4.1%加碼歷史
CNACna Financial CorpCOM1,359$6.31 萬<0.1%−76−5.3%減碼歷史
LSTRLandstar System IncCOM515$6.31 萬<0.1%+200+63.5%加碼歷史
XPEVXpeng Inc.ADS2,694$6.31 萬<0.1%+389+16.9%加碼歷史
HLHecla Mining CoCOM5,207$6.30 萬<0.1%−949−15.4%減碼歷史
STLAStellantis N.V.SHS6,734$6.29 萬<0.1%+448+7.1%加碼歷史
SMRNuscale Power CorpCL A COM1,746$6.29 萬<0.1%+52+3.1%加碼歷史
Pacer FDS Tr69374H436METAURUS CAP 4001,500$6.29 萬<0.1%00.0%不變–
NPKNational Presto Industries IncCOM559$6.27 萬<0.1%−72−11.4%減碼歷史
FULFuller H B CoStock1,052$6.24 萬<0.1%−166−13.6%減碼歷史
CNXCNX Resources CorpCOM1,935$6.22 萬<0.1%+10+0.5%加碼歷史
STRAStrategic Education, Inc.COM722$6.21 萬<0.1%−440−37.9%減碼歷史
JBGSJBG Smith PropertiesCOM2,790$6.21 萬<0.1%−483−14.8%減碼歷史
PRPermian Resources CorpCLASS A COM4,844$6.20 萬<0.1%+674+16.2%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX1,221$6.18 萬<0.1%+970+386.5%加碼–
HCIHCI Group, Inc.COM322$6.18 萬<0.1%+105+48.4%加碼歷史
CNOCNO Financial Group, Inc.COM1,553$6.14 萬<0.1%+377+32.1%加碼歷史
iShares Select Dividend ETF464287168ETF432$6.13 萬<0.1%00.0%不變–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,251$6.12 萬<0.1%−260−7.4%減碼歷史
SLRCSLR Investment Corp.COM4,000$6.12 萬<0.1%00.0%不變歷史
NHCNational Healthcare CorpCOM503$6.11 萬<0.1%−130−20.5%減碼歷史
CUZCousins Properties IncCOM NEW2,108$6.10 萬<0.1%+8+0.4%加碼歷史
MODModine Manufacturing CoCOM429$6.10 萬<0.1%−1−0.2%減碼歷史
ECGEverus Construction Group, Inc.Stock709$6.08 萬<0.1%00.0%不變歷史
RPAYRepay Holdings CorpCOM CL A11,610$6.07 萬<0.1%+1,177+11.3%加碼歷史
iShares Inc46434G889EMNG MKTS EQT1,071$6.06 萬<0.1%00.0%不變–
NUNu Holdings Ltd.ORD SHS CL A3,784$6.06 萬<0.1%+16+0.4%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A1,473$6.06 萬<0.1%+688+87.6%加碼歷史
FELEFranklin Electric Co IncCOM636$6.05 萬<0.1%+211+49.6%加碼歷史
BKEBuckle IncCOM1,032$6.05 萬<0.1%+75+7.8%加碼歷史
CFFNCapitol Federal Financial, Inc.COM9,520$6.05 萬<0.1%+1,019+12.0%加碼歷史
ALTAltimmune, Inc.COM NEW16,033$6.04 萬<0.1%+15,913+13,260.8%加碼歷史
Vanguard Communication Services ETF92204A884ETF321$6.03 萬<0.1%−152−32.1%減碼–
HEI.AHeico CorpCL A237$6.02 萬<0.1%+11+4.9%加碼歷史
WSBCWesbanco IncCOM1,885$6.02 萬<0.1%+49+2.7%加碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D2,471$6.00 萬<0.1%+6+0.2%加碼歷史
CIVICivitas Resources, Inc.EQUITY US CM1,840$5.98 萬<0.1%+1,150+166.7%加碼歷史
NSITInsight Enterprises IncCOM527$5.98 萬<0.1%−248−32.0%減碼歷史
TDToronto Dominion BankStock746$5.97 萬<0.1%+119+19.0%加碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR629$5.96 萬<0.1%+47+8.1%加碼歷史
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD1,598$5.95 萬<0.1%+1,106+224.8%加碼–
UHAL.BU-Haul Holding CoCOM SER N1,167$5.94 萬<0.1%−338−22.5%減碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$5.93 萬<0.1%−839−29.3%減碼–
MAINMain Street Capital CORPCEF931$5.92 萬<0.1%00.0%不變歷史
EMNEastman Chemical CoStock938$5.91 萬<0.1%−20−2.1%減碼歷史
TCOMTrip.com Group LtdADS785$5.90 萬<0.1%+84+12.0%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF149$5.90 萬<0.1%00.0%不變–
HTBKHeritage Commerce CorpCOM5,911$5.87 萬<0.1%+508+9.4%加碼歷史
CCJCameco CorpStock698$5.85 萬<0.1%+92+15.2%加碼歷史
TMETencent Music Entertainment GroupSPON ADS2,505$5.85 萬<0.1%−500−16.6%減碼歷史
DXCMDexcom IncCOM868$5.84 萬<0.1%−268−23.6%減碼歷史
Dole PLC Ord Shs256603101Stock4,338$5.83 萬<0.1%−132−3.0%減碼–
MNSOMINISO Group Holding LtdSPONSORED ADS2,587$5.82 萬<0.1%+364+16.4%加碼歷史
OKLOOklo Inc.COM CL A521$5.82 萬<0.1%−134−20.5%減碼歷史
American Centy ETF Tr025072885US EQT ETF535$5.82 萬<0.1%+177+49.4%加碼–
SIGSignet Jewelers LtdSHS605$5.81 萬<0.1%−73−10.8%減碼歷史
ELSEquity Lifestyle Properties IncCOM956$5.80 萬<0.1%−2,553−72.8%減碼歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM4,533$5.80 萬<0.1%−2,189−32.6%減碼歷史
ORAOrmat Technologies, Inc.COM602$5.79 萬<0.1%+79+15.1%加碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG1,683$5.79 萬<0.1%+861+104.7%加碼–
NVRNVR IncCOM7$5.79 萬<0.1%−3−30.0%減碼歷史
DDSDillard's, Inc.CL A94$5.78 萬<0.1%+5+5.6%加碼歷史
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$5.77 萬<0.1%00.0%不變歷史
BGBunge Global SACOM SHS710$5.77 萬<0.1%−200−22.0%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