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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
Timothy Plan887432334INTL ETF49,173$164.1 萬0.1%+18,219+58.9%加碼–
CATCaterpillar IncStock3,413$162.9 萬0.1%−57−1.6%減碼歷史
iShares Tr464288158SHRT NAT MUN ETF15,217$162.5 萬0.1%−2,931−16.2%減碼–
AB Active ETFs Inc00039J830SHOR DU YIEL ETF44,920$162.3 萬0.1%+8,733+24.1%加碼–
MPCMarathon Petroleum CorpStock8,391$161.7 萬0.1%+13+0.2%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV11,528$161.4 萬0.1%−911−7.3%減碼–
SCHWSchwab Charles CorpStock16,877$161.1 萬0.1%+326+2.0%加碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT47,068$160.8 萬0.1%+13,486+40.2%加碼–
BCBrunswick CorpCOM25,414$160.7 萬0.1%+4,231+20.0%加碼歷史
AMDAdvanced Micro Devices IncStock9,915$160.4 萬0.1%−58−0.6%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,401$159.4 萬0.1%+2,163+34.7%加碼–
PMPhilip Morris International Inc.Stock9,783$158.7 萬0.1%−1,898−16.2%減碼歷史
ARKBArk 21Shares Bitcoin ETFSHS BEN INT41,259$156.9 萬0.1%+10,856+35.7%加碼歷史
CBChubb LtdStock5,544$156.5 萬0.1%+703+14.5%加碼歷史
AXPAmerican Express CoStock4,706$156.3 萬0.1%−152−3.1%減碼歷史
PEPPepsiCo IncStock11,070$155.5 萬0.1%+2,283+26.0%加碼歷史
ANETArista Networks, Inc.Stock10,668$155.4 萬0.1%+929+9.5%加碼歷史
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF58,661$154.6 萬0.1%−3,055−5.0%減碼–
iShares S&P 100 ETF464287101ETF4,522$150.5 萬0.1%+598+15.2%加碼–
KLACKLA CorpCOM NEW1,390$149.9 萬0.1%+133+10.6%加碼歷史
TJXTJX Companies IncStock10,324$149.2 萬0.1%−192−1.8%減碼歷史
INTCIntel CorpStock44,090$147.9 萬0.1%+13,700+45.1%加碼歷史
RBLXRoblox CorpStock10,629$147.2 萬0.1%+1,732+19.5%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF18,602$145.7 萬0.1%+2,129+12.9%加碼–
Dimensional ETF Trust25434V781INTL SMALL CAP V40,557$144.7 萬0.1%−704−1.7%減碼–
American Centy ETF Tr025072349US LARGE CAP VLU20,002$144.5 萬0.1%−958−4.6%減碼–
MUMicron Technology IncStock8,630$144.4 萬0.1%+2,391+38.3%加碼歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF29,201$143.9 萬0.1%−15,338−34.4%減碼–
QCOMQualcomm IncStock8,640$143.7 萬0.1%−633−6.8%減碼歷史
ADBEAdobe Inc.Stock4,069$143.5 萬0.1%−61−1.5%減碼歷史
SLViShares Silver TrustETF33,850$143.4 萬0.1%+3,194+10.4%加碼歷史
PNCPNC Financial Services Group, Inc.Stock6,923$139.1 萬0.1%+1,088+18.6%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF11,704$139.1 萬0.1%+4,642+65.7%加碼–
GDGeneral Dynamics CorpStock4,036$137.6 萬0.1%+450+12.5%加碼歷史
NOWServiceNow, Inc.Stock1,492$137.3 萬0.1%+82+5.8%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY13,563$136.6 萬0.1%−2,211−14.0%減碼–
UNPUnion Pacific CorpStock5,759$136.1 萬0.1%+92+1.6%加碼歷史
LRCXLam Research CorpStock10,153$136.0 萬0.1%+1,703+20.2%加碼歷史
MCDMcDonalds CorpStock4,433$134.7 萬0.1%−104−2.3%減碼歷史
ARMArm Holdings PLCADR9,509$134.5 萬0.1%+1,145+13.7%加碼歷史
Schwab US Tips ETF808524870ETF49,877$134.4 萬0.1%+30,696+160.0%加碼–
OXYOccidental Petroleum CorpStock28,442$134.4 萬0.1%−1,915−6.3%減碼歷史
VLOValero Energy CorpStock7,888$134.3 萬0.1%−417−5.0%減碼歷史
iShares Russell 1000 Value ETF464287598ETF6,584$134.0 萬0.1%+3,649+124.3%加碼–
iShares S&P 500 Value ETF464287408ETF6,479$133.8 萬0.1%−147−2.2%減碼–
RSGRepublic Services, Inc.COM5,825$133.7 萬0.1%−559−8.8%減碼歷史
ProShares Tr74349Y704ULTRA BITCOIN ET25,007$133.5 萬0.1%00.0%不變–
Schwab International Equity ETF808524805ETF57,186$133.1 萬0.1%+51,006+825.3%加碼–
Vanguard Wellington FD921935870SHORT TRM TAX EX13,035$132.9 萬0.1%+4,078+45.5%加碼–
BKNGBooking Holdings Inc.Stock245$132.4 萬0.1%+35+16.7%加碼歷史
COFCapital One Financial CorpStock6,206$131.9 萬0.1%+562+10.0%加碼歷史
Strategy Shs86280R787EVENTIDE US MRKT48,237$131.1 萬0.1%+4,982+11.5%加碼–
ARK Innovation ETF00214Q104ETF15,179$131.0 萬0.1%+1,184+8.5%加碼–
Schwab U.S. Broad Market ETF808524102ETF50,881$130.8 萬0.1%+43,876+626.4%加碼–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET56,424$130.1 萬0.1%+16,420+41.0%加碼–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF4,407$129.5 萬0.1%−931−17.4%減碼–
iShares Tr46434V613CORE UNIVRSL USD27,628$129.1 萬0.1%−33,129−54.5%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,366$128.2 萬0.1%+156+3.7%加碼–
IBMInternational Business Machines CorpStock4,495$126.8 萬0.1%+191+4.4%加碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF26,854$125.7 萬<0.1%+815+3.1%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF6,003$125.7 萬<0.1%−433−6.7%減碼–
TTTrane Technologies plcSHS2,966$125.2 萬<0.1%−82−2.7%減碼歷史
CCitigroup IncStock12,280$124.6 萬<0.1%+275+2.3%加碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF37,175$124.2 萬<0.1%+310+0.8%加碼–
Schwab Strategic Tr808524862SHT TM US TRES50,807$124.0 萬<0.1%+15,643+44.5%加碼–
CVSCVS Health CorpStock16,255$122.6 萬<0.1%+3,225+24.8%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock6,020$121.3 萬<0.1%+137+2.3%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF13,423$119.9 萬<0.1%−4,161−23.7%減碼–
PSLVSprott Physical Silver TrustPHYSICAL SILVER76,090$119.5 萬<0.1%+31,914+72.2%加碼歷史
ORLYO Reilly Automotive IncStock11,044$119.1 萬<0.1%−1,407−11.3%減碼歷史
iShares Tr46428743220 YR TR BD ETF13,322$119.1 萬<0.1%+4,386+49.1%加碼–
HALHalliburton CoStock48,370$119.0 萬<0.1%−2,319−4.6%減碼歷史
ETNEaton Corp plcStock3,172$118.7 萬<0.1%−2−0.1%減碼歷史
DUKDuke Energy CORPStock9,559$118.3 萬<0.1%+341+3.7%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR39,609$117.3 萬<0.1%+13,879+53.9%加碼歷史
iShares Tr46435G425ESG AWR MSCI USA8,045$117.1 萬<0.1%+1,297+19.2%加碼–
WisdomTree Tr97717X578EM EX ST-OWNED30,757$116.7 萬<0.1%−6,554−17.6%減碼–
LMTLockheed Martin CorpStock2,301$114.9 萬<0.1%−312−11.9%減碼歷史
PKGPackaging Corp of AmericaStock5,269$114.8 萬<0.1%+261+5.2%加碼歷史
DGXQuest Diagnostics IncCOM6,023$114.8 萬<0.1%−30.0%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF13,641$114.7 萬<0.1%−8,158−37.4%減碼–
WMBWilliams Companies, Inc.COM17,940$113.6 萬<0.1%−67−0.4%減碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID29,049$112.9 萬<0.1%−1,373−4.5%減碼–
iShares Russell 2000 ETF464287655ETF4,661$112.8 萬<0.1%+473+11.3%加碼–
UBERUber Technologies, IncStock11,499$112.7 萬<0.1%+534+4.9%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF47,790$112.2 萬<0.1%+35,528+289.7%加碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN30,416$111.6 萬<0.1%00.0%不變歷史
VZVerizon Communications IncStock25,186$110.7 萬<0.1%+821+3.4%加碼歷史
APHAmphenol CorpCL A8,892$110.0 萬<0.1%+417+4.9%加碼歷史
PSXPhillips 66Stock8,088$110.0 萬<0.1%+1,230+17.9%加碼歷史
GMGeneral Motors CoCOM18,003$109.8 萬<0.1%+2,571+16.7%加碼歷史
NOCNorthrop Grumman CorpStock1,781$108.6 萬<0.1%−75−4.0%減碼歷史
BABoeing CoStock5,031$108.6 萬<0.1%−269−5.1%減碼歷史
AJGArthur J. Gallagher & Co.COM3,471$107.5 萬<0.1%+138+4.1%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF42,680$107.3 萬<0.1%+26,043+156.5%加碼–
INCYIncyte CorpCOM12,622$107.0 萬<0.1%+1,745+16.0%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF32,005$106.8 萬<0.1%+31,466+5,837.8%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF12,559$106.3 萬<0.1%−1,783−12.4%減碼–
UGLProShares Trust IIULTRA GOLD23,001$105.9 萬<0.1%−12,999−36.1%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,750$104.3 萬<0.1%−116−6.2%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