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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
BPBP PLCADR14,624$50.4 萬<0.1%−913−5.9%減碼歷史
COLBColumbia Banking System, Inc.COM19,551$50.3 萬<0.1%+1,226+6.7%加碼歷史
CMCSAComcast CorpStock15,980$50.2 萬<0.1%−4,932−23.6%減碼歷史
AITApplied Industrial Technologies IncCOM1,923$50.2 萬<0.1%+366+23.5%加碼歷史
IBNIcici Bank LtdADR16,539$50.0 萬<0.1%−844−4.9%減碼歷史
ORealty Income CorpREIT8,221$50.0 萬<0.1%−284−3.3%減碼歷史
MPWRMonolithic Power Systems, Inc.COM542$49.9 萬<0.1%+18+3.4%加碼歷史
PINSPinterest, Inc.CL A15,486$49.8 萬<0.1%+2,326+17.7%加碼歷史
GISGeneral Mills IncStock9,875$49.8 萬<0.1%+262+2.7%加碼歷史
ZMZoom Communications, Inc.Stock6,020$49.7 萬<0.1%+1,745+40.8%加碼歷史
URIUnited Rentals, Inc.COM517$49.4 萬<0.1%+144+38.6%加碼歷史
BABAAlibaba Group Holding LtdADR2,759$49.3 萬<0.1%−26−0.9%減碼歷史
NRGNRG Energy, Inc.Stock3,044$49.3 萬<0.1%−20−0.7%減碼歷史
UBSUBS Group AGStock11,984$49.1 萬<0.1%+835+7.5%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF1,988$49.1 萬<0.1%+28+1.4%加碼–
FISVFiserv IncStock3,766$48.5 萬<0.1%+29+0.8%加碼歷史
Nextplat Corp Com New68557F100Stock580,686$48.1 萬<0.1%00.0%不變–
SCCOSouthern Copper CorpStock3,957$48.0 萬<0.1%−386−8.9%減碼歷史
NTAPNetApp, Inc.Stock4,033$47.8 萬<0.1%+430+11.9%加碼歷史
STXSeagate Technology Holdings plcORD SHS2,016$47.6 萬<0.1%+386+23.7%加碼歷史
TOLToll Brothers, Inc.COM3,423$47.3 萬<0.1%+280+8.9%加碼歷史
ZTSZoetis Inc.Stock3,207$46.9 萬<0.1%+175+5.8%加碼歷史
TELTE Connectivity plcStock2,131$46.8 萬<0.1%+270+14.5%加碼歷史
CMGChipotle Mexican Grill IncCOM11,908$46.7 萬<0.1%−1,048−8.1%減碼歷史
TTETotalEnergies SESPONSORED ADS7,814$46.6 萬<0.1%−879−10.1%減碼歷史
DGDollar General CorpCOM4,511$46.6 萬<0.1%+617+15.8%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF10,829$46.5 萬<0.1%00.0%不變–
UALUnited Airlines Holdings, Inc.COM4,804$46.4 萬<0.1%+525+12.3%加碼歷史
AAgilent Technologies, Inc.COM3,589$46.1 萬<0.1%+189+5.6%加碼歷史
MCOMoodys CorpStock959$45.7 萬<0.1%−6−0.6%減碼歷史
NSCNorfolk Southern CorpStock1,519$45.6 萬<0.1%−31−2.0%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF6,224$45.6 萬<0.1%−477−7.1%減碼–
PYPLPayPal Holdings, Inc.Stock6,780$45.5 萬<0.1%−577−7.8%減碼歷史
TDGTransDigm Group INCCOM344$45.4 萬<0.1%+67+24.2%加碼歷史
TSCOTractor Supply CoCOM7,970$45.3 萬<0.1%−198−2.4%減碼歷史
USBUS Bancorp DECOM NEW9,317$45.0 萬<0.1%+101+1.1%加碼歷史
BPOPPopular, Inc.COM NEW3,545$45.0 萬<0.1%+795+28.9%加碼歷史
DELLDell Technologies Inc.Stock3,168$44.9 萬<0.1%+584+22.6%加碼歷史
OTISOtis Worldwide CorpStock4,888$44.7 萬<0.1%+371+8.2%加碼歷史
IPInternational Paper CoCOM9,593$44.5 萬<0.1%+1,329+16.1%加碼歷史
WSOWatsco IncCOM1,101$44.5 萬<0.1%−3,046−73.5%減碼歷史
ADTADT Inc.COM50,965$44.4 萬<0.1%+29,482+137.2%加碼歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$44.2 萬<0.1%+140+1.5%加碼–
HBANHuntington Bancshares IncCOM25,568$44.2 萬<0.1%+2,240+9.6%加碼歷史
VMCVulcan Materials COCOM1,430$44.0 萬<0.1%+59+4.3%加碼歷史
PAYXPaychex IncStock3,467$43.9 萬<0.1%−1,109−24.2%減碼歷史
AVIRAtea Pharmaceuticals, Inc.COM150,881$43.8 萬<0.1%+56,954+60.6%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF7,632$43.7 萬<0.1%−2,555−25.1%減碼–
ANAutonation, Inc.COM1,998$43.7 萬<0.1%+201+11.2%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,599$43.6 萬<0.1%+7+0.4%加碼歷史
BMOBank of MontrealCOM3,313$43.1 萬<0.1%+10+0.3%加碼歷史
WCNWaste Connections, Inc.COM2,452$43.1 萬<0.1%+13+0.5%加碼歷史
NTNXNutanix, Inc.Stock5,755$42.8 萬<0.1%+1,989+52.8%加碼歷史
SNPSSynopsys IncCOM866$42.7 萬<0.1%+116+15.5%加碼歷史
MRVLMarvell Technology, Inc.COM5,076$42.7 萬<0.1%−823−14.0%減碼歷史
ARWArrow Electronics, Inc.COM3,526$42.7 萬<0.1%+852+31.9%加碼歷史
CHDChurch & Dwight Co IncCOM4,857$42.6 萬<0.1%+150+3.2%加碼歷史
EAElectronic Arts Inc.COM2,108$42.5 萬<0.1%+50+2.4%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF8,364$42.4 萬<0.1%+7,370+741.4%加碼–
WRBBerkley W R CorpCOM5,524$42.3 萬<0.1%−2,784−33.5%減碼歷史
EQIXEquinix IncCOM540$42.3 萬<0.1%+83+18.2%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF14,260$42.3 萬<0.1%+13,231+1,285.8%加碼–
ADSKAutodesk, Inc.COM1,329$42.2 萬<0.1%−214−13.9%減碼歷史
CCKCrown Holdings, Inc.COM4,369$42.2 萬<0.1%+460+11.8%加碼歷史
SONYSony Group CorpSPONSORED ADR14,623$42.1 萬<0.1%−1,106−7.0%減碼歷史
TERTeradyne, IncStock3,059$42.1 萬<0.1%+34+1.1%加碼歷史
BWABorgwarner IncCOM9,574$42.1 萬<0.1%+4,043+73.1%加碼歷史
JHGJanus Henderson Group Ltd.ORD SHS9,430$42.0 萬<0.1%+1,223+14.9%加碼歷史
VRSKVerisk Analytics, Inc.COM1,667$41.9 萬<0.1%+248+17.5%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,228$41.9 萬<0.1%−114−3.4%減碼–
PPCPilgrims Pride CorpStock10,238$41.7 萬<0.1%+1,503+17.2%加碼歷史
DDominion Energy, IncStock6,808$41.6 萬<0.1%+235+3.6%加碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF8,173$41.6 萬<0.1%−3,179−28.0%減碼–
CSXCSX CorpStock11,671$41.4 萬<0.1%+1,204+11.5%加碼歷史
iShares Tr464288281JPMORGAN USD EMG4,344$41.4 萬<0.1%−1,520−25.9%減碼–
AONAon plcCL A1,158$41.3 萬<0.1%+149+14.8%加碼歷史
NVSNovartis AGADR3,201$41.0 萬<0.1%+180+6.0%加碼歷史
THCTenet Healthcare CorpCOM NEW2,020$41.0 萬<0.1%+800+65.6%加碼歷史
EBAYeBay IncCOM4,496$40.9 萬<0.1%+36+0.8%加碼歷史
BMYBristol Myers Squibb CoStock9,063$40.9 萬<0.1%+1,632+22.0%加碼歷史
HUMHumana IncStock1,563$40.7 萬<0.1%+213+15.8%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM4,875$40.6 萬<0.1%+173+3.7%加碼歷史
EFXEquifax IncCOM1,582$40.6 萬<0.1%−148−8.6%減碼歷史
USFDUS Foods Holding Corp.COM5,291$40.5 萬<0.1%+350+7.1%加碼歷史
ILMNIllumina, Inc.COM4,267$40.5 萬<0.1%+671+18.7%加碼歷史
AWIArmstrong World Industries IncCOM2,067$40.5 萬<0.1%+567+37.8%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS7,162$40.2 萬<0.1%+104+1.5%加碼歷史
TTCToro CoCOM5,262$40.1 萬<0.1%+1,167+28.5%加碼歷史
SSNCSS&C Technologies Holdings IncCOM4,505$40.0 萬<0.1%−41−0.9%減碼歷史
SANBanco Santander, S.A.ADR37,935$39.8 萬<0.1%+5,086+15.5%加碼歷史
LHLabcorp Holdings Inc.Stock1,383$39.7 萬<0.1%−93−6.3%減碼歷史
IDXXIDEXX Laboratories IncCOM621$39.7 萬<0.1%+15+2.5%加碼歷史
PSAPublic StorageCOM1,371$39.6 萬<0.1%+22+1.6%加碼歷史
WPMWheaton Precious Metals Corp.COM3,541$39.6 萬<0.1%+498+16.4%加碼歷史
AIGAmerican International Group, Inc.Stock5,033$39.5 萬<0.1%−2,431−32.6%減碼歷史
MTGMgic Investment CorpCOM13,896$39.4 萬<0.1%+524+3.9%加碼歷史
iShares Tr46435G672CORE INTL AGGR7,660$39.2 萬<0.1%+293+4.0%加碼–
HPEHewlett Packard Enterprise CoCOM15,929$39.1 萬<0.1%+653+4.3%加碼歷史
LNGCheniere Energy, Inc.COM NEW1,665$39.1 萬<0.1%+170+11.4%加碼歷史
SNVSynovus Financial CorpCOM NEW7,937$39.0 萬<0.1%+2,543+47.1%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