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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
EMEEMCOR Group, Inc.Stock1,057$68.7 萬<0.1%+108+11.4%加碼歷史
RFRegions Financial CorpCOM25,997$68.6 萬<0.1%+1,533+6.3%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,523$68.1 萬<0.1%−227−13.0%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD7,819$68.0 萬<0.1%−10−0.1%減碼–
HONHoneywell International IncCOM3,217$67.7 萬<0.1%−155−4.6%減碼歷史
SHOPShopify Inc.Stock4,545$67.5 萬<0.1%+385+9.3%加碼歷史
AEPAmerican Electric Power Co IncStock6,002$67.5 萬<0.1%+1,213+25.3%加碼歷史
MOHMolina Healthcare, Inc.COM3,500$67.0 萬<0.1%+2,344+202.8%加碼歷史
ENBEnbridge IncStock13,272$67.0 萬<0.1%+611+4.8%加碼歷史
iShares Tr4642886613 7 YR TREAS BD5,604$67.0 萬<0.1%+3+0.1%加碼–
ELVElevance Health, Inc.Stock2,064$66.7 萬<0.1%−397−16.1%減碼歷史
VRTVertiv Holdings CoCOM CL A4,413$66.6 萬<0.1%+413+10.3%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,960$66.5 萬<0.1%+468+18.8%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF4,746$66.3 萬<0.1%−13−0.3%減碼–
SAPSAP SEADR2,479$66.3 萬<0.1%+78+3.2%加碼歷史
ZSZscaler, Inc.Stock2,205$66.1 萬<0.1%+807+57.7%加碼歷史
AMPAmeriprise Financial IncCOM1,345$66.0 萬<0.1%−24−1.8%減碼歷史
PNRPENTAIR plcSHS5,945$65.8 萬<0.1%+1,138+23.7%加碼歷史
STZConstellation Brands, Inc.Stock4,822$64.9 萬<0.1%+490+11.3%加碼歷史
Vanguard Information Technology ETF92204A702ETF862$64.3 萬<0.1%−19−2.2%減碼–
CBRECbre Group, Inc.CL A4,080$64.3 萬<0.1%+2,385+140.7%加碼歷史
Direxion Shs ETF Tr25459W862DRX S&P500BULL3,032$64.2 萬<0.1%00.0%不變–
iShares Inc464286764MSCI SPAIN ETF12,969$64.2 萬<0.1%+895+7.4%加碼–
TMUST-Mobile US, Inc.Stock2,681$64.2 萬<0.1%−34−1.3%減碼歷史
TRVTravelers Companies, Inc.Stock2,234$62.4 萬<0.1%+182+8.9%加碼歷史
LYFTLyft, Inc.CL A COM28,056$61.8 萬<0.1%+1,991+7.6%加碼歷史
MMM3M CoStock3,973$61.6 萬<0.1%+99+2.6%加碼歷史
COINCoinbase Global, Inc.COM CL A1,818$61.3 萬<0.1%+57+3.2%加碼歷史
MOSMosaic CoCOM17,635$61.2 萬<0.1%+6,701+61.3%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$60.8 萬<0.1%00.0%不變–
CLColgate Palmolive CoStock7,596$60.7 萬<0.1%+1,519+25.0%加碼歷史
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$60.2 萬<0.1%+23,059+139.8%加碼–
KBKB Financial Group Inc.SPONSORED ADR7,248$60.1 萬<0.1%+556+8.3%加碼歷史
iShares Tr464288885EAFE GRWTH ETF5,254$59.8 萬<0.1%−3,751−41.7%減碼–
LHXL3HARRIS Technologies, Inc.Stock1,951$59.6 萬<0.1%−220−10.1%減碼歷史
KMIKinder Morgan, Inc.Stock21,018$59.5 萬<0.1%+7,499+55.5%加碼歷史
First Tr Exchange-Traded FD33734H106SHS12,826$59.3 萬<0.1%+1,566+13.9%加碼–
EHCEncompass Health CorpCOM4,667$59.3 萬<0.1%+213+4.8%加碼歷史
SYKStryker CorpStock1,599$59.1 萬<0.1%−1−0.1%減碼歷史
MNSTMonster Beverage CorpCOM8,728$58.7 萬<0.1%−2,208−20.2%減碼歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,169$58.7 萬<0.1%+70+0.9%加碼–
iShares Tr464288760US AER DEF ETF2,800$58.6 萬<0.1%+484+20.9%加碼–
PLDPrologis, Inc.REIT5,107$58.5 萬<0.1%+1,550+43.6%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,037$58.3 萬<0.1%+616+146.3%加碼歷史
ALLAllstate CorpStock2,706$58.1 萬<0.1%−136−4.8%減碼歷史
EIXEdison InternationalStock10,475$57.9 萬<0.1%+3,147+42.9%加碼歷史
EVREvercore Inc.CLASS A1,716$57.9 萬<0.1%+233+15.7%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$57.8 萬<0.1%00.0%不變–
IQVIQVIA Holdings Inc.Stock3,041$57.8 萬<0.1%+134+4.6%加碼歷史
TMToyota Motor CorpADS3,021$57.7 萬<0.1%+280+10.2%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW8,096$57.5 萬<0.1%−70−0.9%減碼歷史
SPDR Series Trust78464A805ST STR PR SP15007,113$57.4 萬<0.1%−3,144−30.7%減碼–
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX18,000$57.2 萬<0.1%−3,000−14.3%減碼–
BBYBest Buy Co IncStock7,562$57.2 萬<0.1%+3,857+104.1%加碼歷史
PFEPfizer IncStock22,247$56.7 萬<0.1%+1,012+4.8%加碼歷史
ULTAUlta Beauty, Inc.Stock1,036$56.6 萬<0.1%+34+3.4%加碼歷史
iShares Inc46434G780MSCI SINGPOR ETF19,966$56.6 萬<0.1%+1,723+9.4%加碼–
ABNBAirbnb, Inc.Stock4,615$56.0 萬<0.1%+2,026+78.3%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR7,232$55.5 萬<0.1%−426−5.6%減碼歷史
IIIVi3 Verticals, Inc.COM CL A17,077$55.4 萬<0.1%+16,536+3,056.6%加碼歷史
TSNTyson Foods, Inc.Stock10,203$55.4 萬<0.1%+3,251+46.8%加碼歷史
EMREmerson Electric CoStock4,212$55.3 萬<0.1%+100+2.4%加碼歷史
KEYSKeysight Technologies, Inc.Stock3,155$55.2 萬<0.1%+133+4.4%加碼歷史
CMECME Group Inc.COM2,041$55.1 萬<0.1%−92−4.3%減碼歷史
HIGHartford Insurance Group, Inc.Stock4,111$54.8 萬<0.1%−121−2.9%減碼歷史
METMetlife IncStock6,637$54.7 萬<0.1%+1,101+19.9%加碼歷史
AFLAflac IncStock4,861$54.3 萬<0.1%+114+2.4%加碼歷史
TRGPTarga Resources Corp.COM3,231$54.1 萬<0.1%+1,097+51.4%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS33,801$53.9 萬<0.1%+1,805+5.6%加碼歷史
CDNSCadence Design Systems IncStock1,533$53.8 萬<0.1%+103+7.2%加碼歷史
CNCCentene CorpStock15,072$53.8 萬<0.1%+7,813+107.6%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK4,751$53.7 萬<0.1%−110−2.3%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR32,081$53.7 萬<0.1%−41−0.1%減碼歷史
SPGSimon Property Group Inc.REIT2,856$53.6 萬<0.1%+259+10.0%加碼歷史
BNYBank of New York Mellon CorpStock4,912$53.5 萬<0.1%+474+10.7%加碼歷史
AMEAmetek IncCOM2,844$53.5 萬<0.1%+321+12.7%加碼歷史
CORCencora, Inc.Stock1,703$53.2 萬<0.1%−88−4.9%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,529$53.0 萬<0.1%−379−1.7%減碼歷史
GILDGilead Sciences, Inc.Stock4,774$53.0 萬<0.1%−151−3.1%減碼歷史
ALLEAllegion plcORD SHS2,985$53.0 萬<0.1%−641−17.7%減碼歷史
SHELShell plcADR7,402$52.9 萬<0.1%+887+13.6%加碼歷史
DKNGDraftKings Inc.Stock14,022$52.4 萬<0.1%+3,258+30.3%加碼歷史
MANHManhattan Associates IncStock2,558$52.4 萬<0.1%+482+23.2%加碼歷史
ECLEcolab Inc.Stock1,913$52.4 萬<0.1%+8+0.4%加碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF11,260$52.1 萬<0.1%+809+7.7%加碼–
iShares Tr46435U218ESG MSCI LEADR4,445$52.0 萬<0.1%00.0%不變–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,821$52.0 萬<0.1%−70−0.5%減碼–
IBKRInteractive Brokers Group, Inc.Stock7,549$51.9 萬<0.1%−2,286−23.2%減碼歷史
HLIHoulihan Lokey, Inc.CL A2,527$51.9 萬<0.1%+128+5.3%加碼歷史
NVTnVent Electric plcSHS5,248$51.8 萬<0.1%+359+7.3%加碼歷史
NBIXNeurocrine Biosciences IncStock3,685$51.7 萬<0.1%+1,899+106.3%加碼歷史
CBSHCommerce Bancshares IncStock8,643$51.6 萬<0.1%−115−1.3%減碼歷史
JBHTHunt J B Transport Services IncCOM3,841$51.5 萬<0.1%+1,268+49.3%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM1,130$51.5 萬<0.1%+693+158.6%加碼歷史
NWSANews CorpCL A16,735$51.4 萬<0.1%+1,289+8.3%加碼歷史
RELXRELX PLCSPONSORED ADR10,727$51.2 萬<0.1%−264−2.4%減碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE11,953$50.8 萬<0.1%−1,271−9.6%減碼–
ORIOld Republic International CorpCOM11,938$50.7 萬<0.1%+411+3.6%加碼歷史
HASHasbro, Inc.COM6,650$50.4 萬<0.1%+1,986+42.6%加碼歷史
Emx Rty Corp26873J107COM97,900$50.4 萬<0.1%−72,100−42.4%減碼–

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