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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
iShares Tr46428865310-20 YR TRS ETF3,099$31.9 萬<0.1%+559+22.0%加碼–
COOCooper Companies, Inc.COM4,630$31.7 萬<0.1%−1,163−20.1%減碼歷史
PEverpure, Inc.CL A3,786$31.7 萬<0.1%+583+18.2%加碼歷史
CMSCMS Energy CorpCOM4,308$31.6 萬<0.1%−152−3.4%減碼歷史
BIIBBiogen Inc.COM2,247$31.5 萬<0.1%+243+12.1%加碼歷史
LECOLincoln Electric Holdings IncCOM1,324$31.2 萬<0.1%+138+11.6%加碼歷史
DDDuPont de Nemours, Inc.COM4,007$31.2 萬<0.1%+628+18.6%加碼歷史
UGIUgi CorpStock9,386$31.2 萬<0.1%−158−1.7%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,870$31.2 萬<0.1%+260+4.6%加碼歷史
IVZInvesco Ltd.Stock13,582$31.2 萬<0.1%+636+4.9%加碼歷史
BlackRock ETF Trust09290C780ISHA I IN TE ETF9,112$31.1 萬<0.1%+4,991+121.1%加碼–
CDWCDW CorpCOM1,954$31.1 萬<0.1%−106−5.1%減碼歷史
MFCManulife Financial CorpCOM9,989$31.1 萬<0.1%+103+1.0%加碼歷史
TFXTeleflex IncCOM2,536$31.0 萬<0.1%+1,533+152.8%加碼歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF8,183$31.0 萬<0.1%+132+1.6%加碼–
MGMMGM Resorts InternationalStock8,897$30.8 萬<0.1%+5,649+173.9%加碼歷史
FNFFidelity National Financial, Inc.COM SHS5,085$30.8 萬<0.1%+1,518+42.6%加碼歷史
PIMCO ETF Tr72201R817INV GRD CRP BD3,112$30.7 萬<0.1%−3,904−55.6%減碼–
CCEPCoca-Cola Europacific Partners plcSHS3,391$30.7 萬<0.1%+107+3.3%加碼歷史
VanEck ETF Trust92189F528VANECK SHRT MUNI17,582$30.6 萬<0.1%+5,512+45.7%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF2,151$30.6 萬<0.1%+10.0%加碼–
Vanguard Real Estate ETF922908553ETF3,349$30.6 萬<0.1%−35−1.0%減碼–
BAHBooz Allen Hamilton Holding CorpCL A3,054$30.5 萬<0.1%+1,625+113.7%加碼歷史
LDOSLeidos Holdings, Inc.COM1,609$30.4 萬<0.1%+288+21.8%加碼歷史
iShares Tr464287150CORE S&P TTL STK2,079$30.3 萬<0.1%+118+6.0%加碼–
SPDR Series Trust78468R721STATE STREET SPD6,636$30.2 萬<0.1%00.0%不變–
EXRExtra Space Storage Inc.COM2,142$30.2 萬<0.1%−1,411−39.7%減碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD12,483$30.1 萬<0.1%−1,883−13.1%減碼–
TXRHTexas Roadhouse, Inc.COM1,807$30.0 萬<0.1%−630−25.9%減碼歷史
INGING Groep NVSPONSORED ADR11,479$29.9 萬<0.1%+286+2.6%加碼歷史
LADLithia Motors IncCOM947$29.9 萬<0.1%+126+15.3%加碼歷史
SNDKSandisk CorpCOM2,668$29.9 萬<0.1%+344+14.8%加碼歷史
LLoews CorpCOM2,978$29.9 萬<0.1%+66+2.3%加碼歷史
RBB FD Inc74933W452F/M US TREASURY5,977$29.9 萬<0.1%+1,229+25.9%加碼–
AXSAxis Capital Holdings LtdSHS3,112$29.8 萬<0.1%−1,287−29.3%減碼歷史
VTRVentas, Inc.REIT4,237$29.7 萬<0.1%+982+30.2%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A8,381$29.6 萬<0.1%−249−2.9%減碼歷史
iShares Tr464287556ISHARES BIOTECH2,047$29.6 萬<0.1%−735−26.4%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,941$29.5 萬<0.1%−21,021−87.7%減碼–
Global X FDS37954Y368S&P EX US ETF8,163$29.4 萬<0.1%+2,770+51.4%加碼–
NNNNNN REIT, Inc.REIT6,882$29.3 萬<0.1%+1,342+24.2%加碼歷史
UTHRUnited Therapeutics CorpCOM693$29.1 萬<0.1%−47−6.4%減碼歷史
EXCExelon CorpStock6,431$28.9 萬<0.1%−320−4.7%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,364$28.5 萬<0.1%+10.0%加碼–
FCFSFirstCash Holdings, Inc.COM1,781$28.2 萬<0.1%+31+1.8%加碼歷史
FLEXFlex Ltd.Stock4,860$28.2 萬<0.1%+2,214+83.7%加碼歷史
BCSBarclays PLCADR13,588$28.1 萬<0.1%+833+6.5%加碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW5,764$28.0 萬<0.1%−181−3.0%減碼–
DUOLDuolingo, Inc.CL A COM871$28.0 萬<0.1%+362+71.1%加碼歷史
NINisource Inc.COM6,444$27.9 萬<0.1%+177+2.8%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,356$27.9 萬<0.1%+120+5.4%加碼–
GNRCGenerac Holdings Inc.Stock1,661$27.8 萬<0.1%+237+16.6%加碼歷史
First Tr Exchange-Traded FD336917109SHS6,402$27.8 萬<0.1%+600+10.3%加碼–
EPREpr PropertiesCOM SH BEN INT4,788$27.8 萬<0.1%−194−3.9%減碼歷史
EWBCEast West Bancorp IncCOM2,602$27.7 萬<0.1%+108+4.3%加碼歷史
RLRalph Lauren CorpCL A882$27.7 萬<0.1%+69+8.5%加碼歷史
HPQHP IncStock10,133$27.6 萬<0.1%+2,043+25.3%加碼歷史
PEGAPegasystems IncCOM4,798$27.6 萬<0.1%+228+5.0%加碼歷史
PWRQuanta Services, Inc.COM665$27.6 萬<0.1%+100+17.7%加碼歷史
OSKOshkosh CorpCOM2,119$27.5 萬<0.1%−19−0.9%減碼歷史
TYLTyler Technologies IncCOM524$27.4 萬<0.1%+140+36.5%加碼歷史
FFIVF5, Inc.Stock847$27.4 萬<0.1%+153+22.0%加碼歷史
MTBM&T Bank CorpCOM1,382$27.3 萬<0.1%−4−0.3%減碼歷史
ESTCElastic N.V.ORD SHS3,231$27.3 萬<0.1%+1,121+53.1%加碼歷史
FISFidelity National Information Services, Inc.Stock4,140$27.3 萬<0.1%−2,451−37.2%減碼歷史
OVVOvintiv Inc.COM6,755$27.3 萬<0.1%+3,457+104.8%加碼歷史
SYYSysco CorpStock3,303$27.2 萬<0.1%−98−2.9%減碼歷史
EGOEldorado Gold CorpCOM9,406$27.2 萬<0.1%+908+10.7%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF2,736$27.1 萬<0.1%−21−0.8%減碼–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,495$27.1 萬<0.1%−81−3.1%減碼–
PRIMPrimoris Services CorpStock1,962$26.9 萬<0.1%+581+42.1%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF5,902$26.9 萬<0.1%+500+9.3%加碼–
ULUnilever PLCSPON ADR NEW4,531$26.9 萬<0.1%−163−3.5%減碼歷史
NGGNational Grid PLCSPONSORED ADR NE3,687$26.8 萬<0.1%+124+3.5%加碼歷史
NKENIKE, Inc.Stock3,832$26.7 萬<0.1%−102−2.6%減碼歷史
PEGPublic Service Enterprise Group IncCOM3,184$26.6 萬<0.1%+93+3.0%加碼歷史
MTZMastec IncCOM1,248$26.6 萬<0.1%+221+21.5%加碼歷史
EXLSExlService Holdings, Inc.COM6,027$26.5 萬<0.1%+3,144+109.1%加碼歷史
FNFabrinetSHS724$26.4 萬<0.1%+191+35.8%加碼歷史
YUMYum Brands IncStock1,733$26.3 萬<0.1%+28+1.6%加碼歷史
EXEExpand Energy CorpCOM2,479$26.3 萬<0.1%+557+29.0%加碼歷史
SSBSouthState Bank CorpCOM2,628$26.0 萬<0.1%+718+37.6%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,055$25.9 萬<0.1%00.0%不變–
DBDeutsche Bank AktiengesellschaftNAMEN AKT7,284$25.8 萬<0.1%+381+5.5%加碼歷史
OKEONEOK IncCOM3,532$25.8 萬<0.1%−212−5.7%減碼歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL6,951$25.8 萬<0.1%−48−0.7%減碼–
GWWW.W. Grainger, Inc.Stock270$25.7 萬<0.1%+18+7.1%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS23,154$25.7 萬<0.1%+460+2.0%加碼歷史
KDPKeurig Dr Pepper Inc.COM9,991$25.5 萬<0.1%−373−3.6%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,060$25.4 萬<0.1%+59+5.9%加碼–
EEni SpASPONSORED ADR7,266$25.4 萬<0.1%−441−5.7%減碼歷史
SLBSLB LimitedStock7,343$25.2 萬<0.1%−1,308−15.1%減碼歷史
KRKroger CoStock3,725$25.1 萬<0.1%−235−5.9%減碼歷史
WSTWest Pharmaceutical Services IncCOM956$25.1 萬<0.1%+507+112.9%加碼歷史
iShares Flexible Income Active ETF092528603ETF4,708$25.1 萬<0.1%−3,644−43.6%減碼–
ASHAshland Inc.COM5,223$25.0 萬<0.1%−143−2.7%減碼歷史
ESIElement Solutions IncCOM9,925$25.0 萬<0.1%+779+8.5%加碼歷史
BSYBentley Systems IncCOM CL B4,838$24.9 萬<0.1%−2,546−34.5%減碼歷史
FTNTFortinet, Inc.Stock2,951$24.8 萬<0.1%−3,903−56.9%減碼歷史
AUAngloGold Ashanti PLCCOM SHS3,528$24.8 萬<0.1%+161+4.8%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