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Livermore
Livermore
中文EN

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
SWSmurfit Westrock plcStock5,825$24.8 萬<0.1%+148+2.6%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR16,927$24.8 萬<0.1%+850+5.3%加碼歷史
GVAGranite Construction IncCOM2,258$24.8 萬<0.1%+60+2.7%加碼歷史
ARCCAres Capital CorpCEF12,125$24.7 萬<0.1%+1,817+17.6%加碼歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA6,633$24.7 萬<0.1%−256−3.7%減碼–
Vanguard Consumer Staples ETF92204A207ETF1,150$24.6 萬<0.1%−203−15.0%減碼–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF8,977$24.5 萬<0.1%+2,047+29.5%加碼–
ACGLArch Capital Group Ltd.Stock2,680$24.3 萬<0.1%−110−3.9%減碼歷史
POOLPool CorpCOM783$24.3 萬<0.1%−567−42.0%減碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,832$24.2 萬<0.1%+170+10.2%加碼歷史
PRUPrudential Financial IncStock2,332$24.2 萬<0.1%+12+0.5%加碼歷史
CADECadence BancorporationEQUITY US CM6,434$24.2 萬<0.1%+4,182+185.7%加碼歷史
ATIAti IncStock2,957$24.1 萬<0.1%−13−0.4%減碼歷史
MLMMartin Marietta Materials IncCOM381$24.0 萬<0.1%+121+46.5%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR18,348$23.9 萬<0.1%+1,161+6.8%加碼歷史
CNPCenterpoint Energy IncCOM6,146$23.8 萬<0.1%−71−1.1%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM827$23.8 萬<0.1%+462+126.6%加碼歷史
HLNHaleon plcADR26,541$23.8 萬<0.1%−19,893−42.8%減碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$23.8 萬<0.1%00.0%不變–
iShares MSCI USA Momentum Factor ETF46432F396ETF923$23.7 萬<0.1%−792−46.2%減碼–
OLEDUniversal Display CorpCOM1,647$23.7 萬<0.1%−811−33.0%減碼歷史
IMOImperial Oil LtdCOM NEW2,599$23.6 萬<0.1%+127+5.1%加碼歷史
BROBrown & Brown, Inc.Stock2,505$23.5 萬<0.1%+1,460+139.7%加碼歷史
CVSACovista Inc.COM1,521$23.5 萬<0.1%+464+43.9%加碼歷史
CINFCincinnati Financial CorpCOM1,485$23.5 萬<0.1%+84+6.0%加碼歷史
STLDSteel Dynamics IncCOM1,680$23.4 萬<0.1%−386−18.7%減碼歷史
OHIOmega Healthcare Investors IncCOM5,543$23.4 萬<0.1%−172−3.0%減碼歷史
AFRMAffirm Holdings, Inc.COM CL A3,195$23.3 萬<0.1%+457+16.7%加碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,783$23.2 萬<0.1%−179−9.1%減碼–
NUENucor CorpCOM1,708$23.1 萬<0.1%−66−3.7%減碼歷史
INGRIngredion IncCOM1,889$23.1 萬<0.1%+621+49.0%加碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$23.1 萬<0.1%00.0%不變–
CTSHCognizant Technology Solutions CorpCL A3,433$23.0 萬<0.1%−88−2.5%減碼歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$23.0 萬<0.1%+10,893新進歷史
HDBHDFC Bank LtdSPONSORED ADS6,727$23.0 萬<0.1%−531−7.3%減碼依 2 比 1 拆股換算歷史
ZWSZurn Elkay Water Solutions CorpCOM4,871$22.9 萬<0.1%−1,929−28.4%減碼歷史
HUBBHubbell IncCOM532$22.9 萬<0.1%+64+13.7%加碼歷史
Virtus ETF Tr II92790A868KAR MID-CAP ETF9,261$22.8 萬<0.1%+9,190+12,943.7%加碼–
GWREGuidewire Software, Inc.COM991$22.8 萬<0.1%+163+19.7%加碼歷史
PSNParsons CorpCOM2,738$22.7 萬<0.1%+670+32.4%加碼歷史
ATOAtmos Energy CorpCOM1,327$22.7 萬<0.1%−59−4.3%減碼歷史
CTVACorteva, Inc.Stock3,347$22.6 萬<0.1%+788+30.8%加碼歷史
ETSYEtsy IncCOM3,393$22.5 萬<0.1%−42−1.2%減碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C2,156$22.5 萬<0.1%−137−6.0%減碼歷史
RJFRaymond James Financial IncCOM1,303$22.5 萬<0.1%+119+10.1%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,907$22.5 萬<0.1%+814+26.3%加碼–
NFGNational Fuel Gas CoStock2,433$22.5 萬<0.1%+1,517+165.6%加碼歷史
TNGXTango Therapeutics, Inc.COM26,653$22.4 萬<0.1%+22+0.1%加碼歷史
HALOHalozyme Therapeutics, Inc.COM3,049$22.4 萬<0.1%+364+13.6%加碼歷史
CBOECboe Global Markets, Inc.COM911$22.4 萬<0.1%+63+7.4%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT2,677$22.3 萬<0.1%+141+5.6%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,447$22.3 萬<0.1%−2−0.1%減碼–
GROBrazil Potash Corp.COMMON SHARES82,902$22.3 萬<0.1%+82,902新進歷史
RIORio Tinto PLCADR3,376$22.3 萬<0.1%−165−4.7%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF2,692$22.2 萬<0.1%+167+6.6%加碼–
MFGMizuho Financial Group IncSPONSORED ADR33,168$22.2 萬<0.1%+2,650+8.7%加碼歷史
FLSFlowserve CorpCOM4,181$22.2 萬<0.1%+157+3.9%加碼歷史
FRFirst Industrial Realty Trust IncCOM4,316$22.2 萬<0.1%−844−16.4%減碼歷史
APTVAptiv PLCStock2,567$22.1 萬<0.1%+6+0.2%加碼歷史
SORSource CapitalCEF4,916$22.1 萬<0.1%+4,916新進歷史
IRIngersoll Rand Inc.COM2,662$22.0 萬<0.1%−16−0.6%減碼歷史
QRVOQorvo, Inc.Stock2,408$21.9 萬<0.1%+287+13.5%加碼歷史
KMXCarMax IncCOM4,858$21.8 萬<0.1%−4,267−46.8%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock2,898$21.8 萬<0.1%+405+16.2%加碼歷史
JKHYJack Henry & Associates IncStock1,458$21.7 萬<0.1%−424−22.5%減碼歷史
TRPTC Energy CorpCOM3,991$21.7 萬<0.1%+285+7.7%加碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF3,234$21.6 萬<0.1%−2,518−43.8%減碼–
LWLamb Weston Holdings, Inc.Stock3,718$21.6 萬<0.1%+228+6.5%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,038$21.5 萬<0.1%−94−2.3%減碼–
CORTCorcept Therapeutics IncCOM2,578$21.4 萬<0.1%+1,137+78.9%加碼歷史
MKLMarkel Group Inc.COM112$21.4 萬<0.1%+33+41.8%加碼歷史
FFord Motor CoStock17,881$21.4 萬<0.1%−1,443−7.5%減碼歷史
GHCGraham Holdings CoCOM CL B181$21.3 萬<0.1%+9+5.2%加碼歷史
WBSWebster Financial CorpCOM3,572$21.2 萬<0.1%+174+5.1%加碼歷史
RHIRobert Half Inc.COM6,241$21.2 萬<0.1%−1,778−22.2%減碼歷史
VRNAVerona Pharma plcSPONSORED ADS1,974$21.1 萬<0.1%−82−4.0%減碼歷史
VMRKVivmark ResidentialSH BEN INT3,254$21.1 萬<0.1%−776−19.3%減碼歷史
PBProsperity Bancshares IncCOM3,170$21.0 萬<0.1%−1,029−24.5%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$21.0 萬<0.1%00.0%不變–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF3,640$20.9 萬<0.1%−1,541−29.7%減碼–
TYTRI-CONTINENTAL CorpCOM6,137$20.9 萬<0.1%+6,137新進歷史
RMDResmed IncCOM760$20.8 萬<0.1%+10+1.3%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -4,242$20.8 萬<0.1%−1,009−19.2%減碼歷史
MELIMercadolibre IncCOM89$20.8 萬<0.1%+12+15.6%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM2,225$20.7 萬<0.1%−2,060−48.1%減碼歷史
SCIService Corp InternationalCOM2,490$20.7 萬<0.1%−71−2.8%減碼歷史
MTDRMatador Resources CoCOM4,611$20.7 萬<0.1%+1,350+41.4%加碼歷史
LOGILogitech International S.A.SHS1,886$20.7 萬<0.1%+107+6.0%加碼歷史
NWGNatWest Group plcSPONS ADR14,613$20.7 萬<0.1%+2,323+18.9%加碼歷史
IEXIdex CorpCOM1,268$20.6 萬<0.1%+225+21.6%加碼歷史
NVONovo Nordisk A SADR3,695$20.5 萬<0.1%−1,196−24.5%減碼歷史
RSReliance, Inc.COM729$20.5 萬<0.1%−49−6.3%減碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,027$20.4 萬<0.1%+10.0%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF1,232$20.3 萬<0.1%00.0%不變–
iShares S&P Small-Cap 600 Value ETF464287879ETF1,832$20.3 萬<0.1%+1,700+1,287.9%加碼–
SMCISuper Micro Computer, Inc.Stock4,226$20.3 萬<0.1%+747+21.5%加碼歷史
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$20.2 萬<0.1%+7,342新進歷史
GGenpact LTDSHS4,828$20.2 萬<0.1%+2,211+84.5%加碼歷史
FTAIFTAI Aviation Ltd.SHS1,211$20.2 萬<0.1%+57+4.9%加碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,197$20.1 萬<0.1%−5−0.2%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