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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
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$104.0 萬<0.1%00.0%不變歷史
TAT&T Inc.Stock36,488$103.0 萬<0.1%−224−0.6%減碼歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA32,280$102.9 萬<0.1%+6,262+24.1%加碼–
iShares Tr46435G193ESG AWRE USD ETF43,576$102.7 萬<0.1%+5,694+15.0%加碼–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,120$102.5 萬<0.1%−696−4.7%減碼–
Schwab International Small-Cap Equity ETF808524888ETF22,298$101.5 萬<0.1%+22,288+222,880.0%加碼–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF21,040$101.1 萬<0.1%+767+3.8%加碼–
First Tr Exchange-Traded FD33738D879FT VEST RIS38,901$100.6 萬<0.1%+5,776+17.4%加碼–
FDXFedEx CorpStock4,229$99.7 萬<0.1%+1,359+47.4%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999934,186$98.8 萬<0.1%−2,157−5.9%減碼歷史
INTUIntuit Inc.Stock1,441$98.4 萬<0.1%+156+12.1%加碼歷史
LOWLowes Companies IncStock3,915$98.4 萬<0.1%+55+1.4%加碼歷史
iShares Tr46435U853BROAD USD HIGH25,917$97.9 萬<0.1%+2,231+9.4%加碼–
SGOLabrdn Gold ETF TrustETF26,544$97.7 萬<0.1%−757−2.8%減碼歷史
DVNDevon Energy CorpStock27,866$97.7 萬<0.1%+827+3.1%加碼歷史
UPSUnited Parcel Service IncStock11,695$97.7 萬<0.1%+4,990+74.4%加碼歷史
Strategy Shs86280R811EVEN HIGH DI ETF36,067$96.5 萬<0.1%+3,269+10.0%加碼–
Volatility Shs Tr92864M3012X BITCOIN STRAT17,457$96.2 萬<0.1%+42+0.2%加碼–
Vanguard BD Index FDS92203C303VANGUARD ULTRA19,120$95.6 萬<0.1%+944+5.2%加碼–
EOGEOG Resources IncStock8,449$94.7 萬<0.1%−501−5.6%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,525$94.3 萬<0.1%+500+5.5%加碼–
VSTVistra Corp.Stock4,806$94.2 萬<0.1%+919+23.6%加碼歷史
FIXComfort Systems USA IncCOM1,140$94.1 萬<0.1%+219+23.8%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR48,661$93.7 萬<0.1%−813−1.6%減碼歷史
DASHDoorDash, Inc.Stock3,443$93.6 萬<0.1%+127+3.8%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD18,705$93.2 萬<0.1%+5,957+46.7%加碼–
MDTMedtronic plcStock9,753$92.9 萬<0.1%+1,963+25.2%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF6,487$92.5 萬<0.1%+196+3.1%加碼–
SPGIS&P Global Inc.Stock1,892$92.1 萬<0.1%−38−2.0%減碼歷史
XELXcel Energy IncStock11,390$91.9 萬<0.1%−85−0.7%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS17,240$91.4 萬<0.1%+10,307+148.7%加碼–
VEEVVeeva Systems IncStock3,060$91.2 萬<0.1%+836+37.6%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,874$90.9 萬<0.1%+125+7.1%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW15,021$90.0 萬<0.1%+12,053+406.1%加碼–
WELLWelltower Inc.REIT5,042$89.8 萬<0.1%+382+8.2%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,422$89.4 萬<0.1%−4,051−38.7%減碼–
Schwab U.S. REIT ETF808524847ETF41,388$89.3 萬<0.1%+41,286+40,476.5%加碼–
BLKBlackRock, Inc.Stock765$89.2 萬<0.1%−103−11.9%減碼歷史
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$88.2 萬<0.1%+35,246+340.5%加碼–
VRSNVerisign IncCOM3,136$87.7 萬<0.1%+205+7.0%加碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF15,391$87.5 萬<0.1%−19,339−55.7%減碼–
NEMNEWMONT CorpStock10,343$87.2 萬<0.1%+1,821+21.4%加碼歷史
DISWalt Disney CoStock7,583$86.8 萬<0.1%−309−3.9%減碼歷史
PHParker-Hannifin CorpStock1,138$86.3 萬<0.1%+27+2.4%加碼歷史
iShares Tr464289859CORE 80 20 ETF9,762$86.0 萬<0.1%+73+0.8%加碼–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF31,486$85.9 萬<0.1%−134−0.4%減碼–
EXPEExpedia Group, Inc.Stock4,001$85.5 萬<0.1%+1,067+36.4%加碼歷史
ADPAutomatic Data Processing IncStock2,911$85.4 萬<0.1%−14−0.5%減碼歷史
Pacer FDS Tr69374H709GLOBL CASH ETF21,351$84.6 萬<0.1%+21+0.1%加碼–
TXNTexas Instruments IncStock4,596$84.4 萬<0.1%−430−8.6%減碼歷史
DHRDanaher CorpStock4,252$84.3 萬<0.1%+279+7.0%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN49,072$84.2 萬<0.1%−6,544−11.8%減碼歷史
NDAQNasdaq, Inc.COM9,438$83.5 萬<0.1%+1,672+21.5%加碼歷史
ADIAnalog Devices IncStock3,391$83.3 萬<0.1%+245+7.8%加碼歷史
WMWaste Management IncStock3,770$83.3 萬<0.1%−164−4.2%減碼歷史
GDXUBank of MontrealMICROSCTR 3X LEV4,060$83.2 萬<0.1%−9,565−70.2%減碼歷史
MSCIMSCI Inc.Stock1,463$83.0 萬<0.1%+58+4.1%加碼歷史
ICEIntercontinental Exchange, Inc.Stock4,882$82.3 萬<0.1%−535−9.9%減碼歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF23,626$81.7 萬<0.1%−8,319−26.0%減碼–
BSXBoston Scientific CorpStock8,360$81.6 萬<0.1%−1,758−17.4%減碼歷史
ACNAccenture plcStock3,284$81.0 萬<0.1%+326+11.0%加碼歷史
MDLZMondelez International, Inc.Stock12,862$80.3 萬<0.1%−464−3.5%減碼歷史
GRMNGarmin LtdSHS3,255$80.1 萬<0.1%+522+19.1%加碼歷史
SHWSherwin Williams CoCOM2,310$80.0 萬<0.1%+82+3.7%加碼歷史
iShares Tr464288414NATIONAL MUN ETF7,501$79.9 萬<0.1%−510−6.4%減碼–
CMICummins IncStock1,888$79.8 萬<0.1%+216+12.9%加碼歷史
MEDPMedpace Holdings, Inc.COM1,539$79.1 萬<0.1%+626+68.6%加碼歷史
MSIMotorola Solutions, Inc.Stock1,720$78.7 萬<0.1%+85+5.2%加碼歷史
iShares Tr464288513IBOXX HI YD ETF9,673$78.5 萬<0.1%−159−1.6%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF11,596$78.0 萬<0.1%+992+9.4%加碼–
iShares Tr46434V803HDG MSCI EAFE19,592$77.6 萬<0.1%+18,638+1,953.7%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT10,326$77.6 萬<0.1%+1,394+15.6%加碼–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF8,560$77.5 萬<0.1%−390−4.4%減碼–
JCIJohnson Controls International plcStock6,949$76.4 萬<0.1%+120+1.8%加碼歷史
SPOTSpotify Technology S.A.Stock1,092$76.2 萬<0.1%−25−2.2%減碼歷史
PCGPG&E CorpStock50,535$76.2 萬<0.1%+38,960+336.6%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM2,353$76.1 萬<0.1%+252+12.0%加碼歷史
GLWCorning IncCOM9,271$76.0 萬<0.1%−183−1.9%減碼歷史
ROPRoper Technologies IncStock1,520$75.8 萬<0.1%+151+11.0%加碼歷史
NEENextera Energy IncStock9,946$75.1 萬<0.1%−565−5.4%減碼歷史
TPRTapestry, Inc.COM6,592$74.6 萬<0.1%+938+16.6%加碼歷史
WDCWestern Digital CorpCOM6,163$74.0 萬<0.1%+986+19.0%加碼歷史
STESTERIS plcSHS USD2,979$73.7 萬<0.1%+989+49.7%加碼歷史
APPAppLovin CorpCOM CL A1,023$73.5 萬<0.1%−73−6.7%減碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF28,410$73.4 萬<0.1%−31,371−52.5%減碼–
DALDelta Air Lines, Inc.COM NEW12,890$73.2 萬<0.1%+490+4.0%加碼歷史
FCXFreeport-McMoran IncStock18,598$72.9 萬<0.1%+600+3.3%加碼歷史
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$72.4 萬<0.1%+68,529+95.9%加碼–
MOAltria Group, Inc.Stock10,933$72.2 萬<0.1%+656+6.4%加碼歷史
ROLRollins IncCOM12,281$72.1 萬<0.1%−794−6.1%減碼歷史
TFCTruist Financial CorpCOM15,766$72.1 萬<0.1%−200−1.3%減碼歷史
ETREntergy CorpCOM7,733$72.1 萬<0.1%+313+4.2%加碼歷史
AGQProShares Trust IIULTRA SILVER NEW9,451$72.1 萬<0.1%−11,999−55.9%減碼歷史
iShares Tr464288570ESG MSCI KLD ETF5,701$71.8 萬<0.1%−285−4.8%減碼–
BDXBecton Dickinson & CoStock3,811$71.3 萬<0.1%+296+8.4%加碼歷史
RYRoyal Bank of CanadaStock4,836$71.3 萬<0.1%+74+1.6%加碼歷史
iShares Tr464287721U.S. TECH ETF3,619$70.9 萬<0.1%−1,969−35.2%減碼–
HLTHilton Worldwide Holdings Inc.COM2,693$69.9 萬<0.1%−160−5.6%減碼歷史
EGEverest Group, Ltd.COM1,970$69.0 萬<0.1%+1,011+105.4%加碼歷史
FTITechnipFMC plcCOM17,406$68.7 萬<0.1%+3,916+29.0%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