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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
SHGShinhan Financial Group Co LtdSPN ADR RESTRD7,732$38.9 萬<0.1%+279+3.7%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM7,151$38.7 萬<0.1%+235+3.4%加碼歷史
ESEversource EnergyStock5,434$38.7 萬<0.1%+2,069+61.5%加碼歷史
CPRTCopart IncCOM8,584$38.6 萬<0.1%+2,102+32.4%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$38.5 萬<0.1%00.0%不變歷史
Fidelity Covington Trust31609A305ENHANCED LARGE9,321$38.3 萬<0.1%+8+0.1%加碼–
SYFSynchrony FinancialCOM5,387$38.3 萬<0.1%+342+6.8%加碼歷史
NYTNew York Times CoCL A6,651$38.2 萬<0.1%+1,165+21.2%加碼歷史
VLTOVeralto CorpStock3,566$38.0 萬<0.1%+1,064+42.5%加碼歷史
TRMBTrimble Inc.COM4,613$37.7 萬<0.1%+1,437+45.2%加碼歷史
LAMRLamar Advertising CoREIT3,073$37.6 萬<0.1%+354+13.0%加碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$37.5 萬<0.1%00.0%不變–
SFMSprouts Farmers Market, Inc.COM3,445$37.5 萬<0.1%−46−1.3%減碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW118,577$37.4 萬<0.1%−564−6.2%減碼歷史
SRESempraStock4,150$37.3 萬<0.1%−530−11.3%減碼歷史
ITGartner IncCOM1,416$37.2 萬<0.1%+658+86.8%加碼歷史
JJacobs Solutions Inc.COM2,483$37.2 萬<0.1%−97−3.8%減碼歷史
FICOFair Isaac CorpCOM248$37.1 萬<0.1%−34−12.1%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF3,966$37.0 萬<0.1%−6,616−62.5%減碼–
HWMHowmet Aerospace Inc.Stock1,884$37.0 萬<0.1%+69+3.8%加碼歷史
EPDEnterprise Products Partners L.P.Stock11,813$36.9 萬<0.1%−158−1.3%減碼歷史
HCAHCA Healthcare, Inc.COM866$36.9 萬<0.1%+115+15.3%加碼歷史
WDAYWorkday, Inc.CL A1,530$36.8 萬<0.1%−404−20.9%減碼歷史
VRTXVertex Pharmaceuticals IncStock932$36.5 萬<0.1%−14−1.5%減碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA11,300$36.3 萬<0.1%−4,668−29.2%減碼–
LIILennox International IncCOM686$36.3 萬<0.1%−122−15.1%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR79,546$36.1 萬<0.1%+7,727+10.8%加碼歷史
MTDMettler Toledo International IncCOM294$36.1 萬<0.1%+7+2.4%加碼歷史
CFGCitizens Financial Group IncCOM6,784$36.1 萬<0.1%+219+3.3%加碼歷史
CHWYChewy, Inc.CL A8,915$36.1 萬<0.1%+7,824+717.1%加碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,664$36.0 萬<0.1%+20+0.1%加碼歷史
ZBRAZebra Technologies CorpCL A1,208$35.9 萬<0.1%−75−5.8%減碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,225$35.9 萬<0.1%00.0%不變–
Columbia ETF Tr II19762B202EM CORE EX ETF9,861$35.8 萬<0.1%+6,078+160.7%加碼–
ADMArcher-Daniels-Midland CoStock5,995$35.8 萬<0.1%−4−0.1%減碼歷史
ROSTRoss Stores, Inc.COM2,346$35.8 萬<0.1%+390+19.9%加碼歷史
RACEFerrari N.V.COM736$35.7 萬<0.1%+36+5.1%加碼歷史
TXTTextron IncCOM4,227$35.7 萬<0.1%+613+17.0%加碼歷史
COOPMaverick Merger Sub 2, LLCCOM1,694$35.7 萬<0.1%+26+1.6%加碼歷史
DLRDigital Realty Trust, Inc.COM2,046$35.4 萬<0.1%+33+1.6%加碼歷史
MLIMueller Industries IncCOM3,496$35.3 萬<0.1%+2,360+207.7%加碼歷史
ROKURoku, IncCOM CL A3,529$35.3 萬<0.1%+2,135+153.2%加碼歷史
CMAComerica IncCOM5,153$35.3 萬<0.1%+33+0.6%加碼歷史
FASTFastenal CoStock7,198$35.3 萬<0.1%+322+4.7%加碼歷史
PCARPaccar IncCOM3,590$35.3 萬<0.1%−187−5.0%減碼歷史
CTASCintas CorpStock1,711$35.1 萬<0.1%−441−20.5%減碼歷史
CHTRCharter Communications, Inc.CL A1,275$35.1 萬<0.1%+420+49.1%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF7,547$35.0 萬<0.1%−134−1.7%減碼–
ODFLOld Dominion Freight Line, Inc.COM2,478$34.9 萬<0.1%−604−19.6%減碼歷史
iShares Tr46435G409MSCI INTL VLU FT9,824$34.9 萬<0.1%−497−4.8%減碼–
SBUXStarbucks CorpStock4,120$34.9 萬<0.1%+40+1.0%加碼歷史
DINOHF Sinclair CorpCOM6,652$34.8 萬<0.1%−152−2.2%減碼歷史
TEAMAtlassian CorpCL A2,179$34.8 萬<0.1%+339+18.4%加碼歷史
DOVDOVER CorpCOM2,085$34.8 萬<0.1%+545+35.4%加碼歷史
OSISOsi Systems IncCOM1,393$34.7 萬<0.1%−45−3.1%減碼歷史
COKECoca-Cola Consolidated, Inc.COM2,963$34.7 萬<0.1%+252+9.3%加碼歷史
ITWIllinois Tool Works IncStock1,330$34.7 萬<0.1%+70+5.6%加碼歷史
GLGlobe Life Inc.COM2,415$34.5 萬<0.1%+3+0.1%加碼歷史
DDOGDatadog, Inc.CL A COM2,424$34.5 萬<0.1%+19+0.8%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$34.5 萬<0.1%00.0%不變–
WTWWillis Towers Watson PLCSHS996$34.4 萬<0.1%+7+0.7%加碼歷史
ARESAres Management CorpCL A COM STK2,146$34.3 萬<0.1%+18+0.8%加碼歷史
EWEdwards Lifesciences CorpStock4,410$34.3 萬<0.1%+1,230+38.7%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM7,859$34.1 萬<0.1%+29+0.4%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1735$34.1 萬<0.1%−336−31.4%減碼歷史
EDConsolidated Edison IncStock3,388$34.1 萬<0.1%+703+26.2%加碼歷史
MTCHMatch Group, Inc.COM9,615$34.0 萬<0.1%+9,044+1,583.9%加碼歷史
ROKRockwell Automation, IncStock971$33.9 萬<0.1%+172+21.5%加碼歷史
CARRCarrier Global CorpStock5,678$33.9 萬<0.1%−860−13.2%減碼歷史
BKRBaker Hughes CoCL A6,950$33.9 萬<0.1%−266−3.7%減碼歷史
AMTAmerican Tower CorpREIT1,758$33.8 萬<0.1%−1,124−39.0%減碼歷史
LENLennar CorpCL A2,677$33.7 萬<0.1%+50+1.9%加碼歷史
EGPEastgroup Properties IncCOM1,991$33.7 萬<0.1%+137+7.4%加碼歷史
NTRANatera, Inc.COM2,089$33.6 萬<0.1%+148+7.6%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,534$33.6 萬<0.1%+2,811+388.8%加碼–
Vanguard Health Care ETF92204A504ETF1,280$33.2 萬<0.1%+185+16.9%加碼–
LPLALPL Financial Holdings Inc.COM997$33.2 萬<0.1%−236−19.1%減碼歷史
iShares Tr464287861EUROPE ETF5,061$33.1 萬<0.1%−279−5.2%減碼–
HMCHonda Motor Co LtdADR ECH CNV IN 310,723$33.0 萬<0.1%+1,762+19.7%加碼歷史
CAGConagra Brands Inc.Stock17,985$32.9 萬<0.1%+6,022+50.3%加碼歷史
GPIGroup 1 Automotive IncCOM751$32.9 萬<0.1%+125+20.0%加碼歷史
KMBKimberly Clark CorpStock2,642$32.8 萬<0.1%−1,445−35.4%減碼歷史
CPAYCorpay, Inc.COM SHS1,139$32.8 萬<0.1%+22+2.0%加碼歷史
SESea LtdSPONSORD ADS1,835$32.8 萬<0.1%+160+9.6%加碼歷史
AXONAxon Enterprise, Inc.COM456$32.7 萬<0.1%+3+0.7%加碼歷史
AYIAcuity Inc. (DE)Stock950$32.7 萬<0.1%+86+10.0%加碼歷史
EXELExelixis, Inc.COM7,919$32.7 萬<0.1%+384+5.1%加碼歷史
CVNACarvana Co.CL A864$32.6 萬<0.1%+64+8.0%加碼歷史
MDBMongoDB, Inc.CL A1,049$32.6 萬<0.1%−231−18.0%減碼歷史
CWCurtiss Wright CorpStock597$32.4 萬<0.1%+137+29.8%加碼歷史
Franklin Templeton ETF Tr35473P686FTSE TAIWAN5,496$32.3 萬<0.1%−71−1.3%減碼–
WECWec Energy Group, Inc.Stock2,815$32.3 萬<0.1%+516+22.4%加碼歷史
HUBSHubSpot IncCOM689$32.2 萬<0.1%+372+117.4%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,607$32.2 萬<0.1%+184+12.9%加碼歷史
TDYTeledyne Technologies IncCOM549$32.2 萬<0.1%−130−19.1%減碼歷史
CICigna GroupStock1,115$32.2 萬<0.1%−428−27.7%減碼歷史
EQTEQT CorpStock5,905$32.1 萬<0.1%−804−12.0%減碼歷史
MARMarriott International IncStock1,233$32.1 萬<0.1%+16+1.3%加碼歷史
CAHCardinal Health IncStock2,038$32.0 萬<0.1%−310−13.2%減碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,520$32.0 萬<0.1%+236+2.1%加碼–

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