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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 4 季持倉

持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
4,266
較 2025 年第 3 季 −53
總值
$27.1 億
較 2025 年第 3 季 +$1.87 億 (+7.4%)
申報日
2026/2/6
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HCWCHost Digital Inc.CL A1$00.0%00.0%不變歷史
USDPUSD Partners LPCOM UT REP LTD39$00.0%+39新進歷史
OPENLOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%+2新進歷史
OPENZOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%+2新進歷史
ZOMDFZomedica Corp.COM10$1<0.1%+10新進歷史
Bed Bath & Beyond Inc075896159*W EXP 10/07/2021$1<0.1%+1新進–
HRZNHorizon Technology Finance CorpCOM0$2<0.1%−943−100.0%減碼歷史
TXMDTherapeuticsMD, Inc.COM NEW1$2<0.1%00.0%不變歷史
OPENWOpendoor Technologies Inc.*W EXP 11/20/2022$2<0.1%+2新進歷史
RILYBRC Group Holdings, Inc.COM1$3<0.1%00.0%不變歷史
CATXPerspective Therapeutics, Inc.COM NEW1$3<0.1%−870−99.9%減碼歷史
SAFXXCF Global, Inc.COM CL A13$3<0.1%+13新進歷史
UHGUnited Homes Group, Inc.CL A2$3<0.1%−31−93.9%減碼歷史
CIRCCIRCLE8 Group IncCOM3$4<0.1%+2+200.0%加碼歷史
GALTGalectin Therapeutics IncCOM NEW1$4<0.1%−76−98.7%減碼歷史
TTECTTEC Holdings, Inc.COM1$4<0.1%−8−88.9%減碼歷史
ILAGIntelligent Living Application Group Inc.ORD SHS1$4<0.1%+1新進歷史
RBBNRibbon Communications Inc.COM2$6<0.1%−163−98.8%減碼歷史
JFINJiayin Group Inc.SPONSORED ADS1$6<0.1%00.0%不變歷史
IKTInhibikase Therapeutics, Inc.COM NEW4$8<0.1%+4新進歷史
SBCSBC Medical Group Holdings IncCOM2$8<0.1%−27−93.1%減碼歷史
CPSSConsumer Portfolio Services, Inc.COM1$9<0.1%00.0%不變歷史
WKHSWorkhorse Group Inc.COM NEW2$10<0.1%+2新進歷史
Victory Portfolios II92647N782VCSHS US 500 ENH0$11<0.1%−1−100.0%減碼–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I0$11<0.1%0不變–
RELLRichardson Electronics, Ltd.COM1$11<0.1%00.0%不變歷史
CANCanaan Inc.SPONSORED ADS17$12<0.1%00.0%不變歷史
OCSLOaktree Specialty Lending CorpCOM1$12<0.1%−519−99.8%減碼歷史
ACTUActuate Therapeutics, Inc.COM2$12<0.1%−68−97.1%減碼歷史
VGASVerde Clean Fuels, Inc.CLASS A COM6$12<0.1%−1−14.3%減碼歷史
CRESYCresud IncSPONSORED ADR1$13<0.1%00.0%不變歷史
CSPICSP IncCOM1$13<0.1%00.0%不變歷史
PNBKPatriot National Bancorp IncCOM NEW7$13<0.1%−23−76.7%減碼歷史
BBDOBank BradescoSPONSORED ADR5$14<0.1%00.0%不變歷史
CIACitizens, Inc.CL A3$14<0.1%−7−70.0%減碼歷史
OPBKOP BancorpCOM1$14<0.1%+1新進歷史
CANFCan-Fite BioPharma Ltd.SPONSORED ADR68$14<0.1%00.0%不變歷史
BRTBRT Apartments Corp.COM1$15<0.1%−9−90.0%減碼歷史
HFFGHF Foods Group Inc.COM7$15<0.1%−8−53.3%減碼歷史
MAGNMagnera CorpCOM SHS1$15<0.1%00.0%不變歷史
TUSKMammoth Energy Services, Inc.COM8$15<0.1%+4+100.0%加碼歷史
RSVRReservoir Media, Inc.COM2$15<0.1%+2新進歷史
MOGUMOGU Inc.SPON ADS7$15<0.1%00.0%不變歷史
TNXPTonix Pharmaceuticals Holding Corp.COM NEW1$16<0.1%+1新進歷史
BSETBassett Furniture Industries IncCOM1$17<0.1%−2−66.7%減碼歷史
WHGWestwood Holdings Group IncCOM1$17<0.1%00.0%不變歷史
SQFTPresidio Property Trust, Inc.COM CL A NEW5$17<0.1%+5新進歷史
TLRYTilray Brands, Inc.COM2$18<0.1%−2−44.4%減碼依 1 比 10 拆股換算歷史
USGOU.S. GoldMining Inc.COM2$18<0.1%+2新進歷史
SATLSatellogic Inc.COM CL A10$19<0.1%+10新進歷史
CDLRCadeler A/SSPON ADR1$19<0.1%+1新進歷史
RLGTRadiant Logistics, IncCOM3$19<0.1%−15−83.3%減碼歷史
RZLTRezolute, Inc.COM NEW8$19<0.1%−50−86.2%減碼歷史
MFINMedallion Financial CorpCOM2$21<0.1%−61−96.8%減碼歷史
OPFIOppFi Inc.COM CL A2$21<0.1%00.0%不變歷史
ATNMActinium Pharmaceuticals, Inc.COM16$22<0.1%−70−81.4%減碼歷史
TVRDTvardi Therapeutics, Inc.COM5$22<0.1%+5新進歷史
SMTISanara MedTech Inc.COM1$23<0.1%−15−93.8%減碼歷史
UNBUnion Bankshares IncCOM1$24<0.1%+1新進歷史
CMCMCheetah Mobile Inc.ADR4$24<0.1%00.0%不變歷史
MBAIMBody AI Ltd.SHS15$24<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q241BETABUILDERS US1$26<0.1%+1新進–
DDIDoubleDown Interactive Co., Ltd.ADS3$26<0.1%−63−95.5%減碼歷史
ELAEnvela CorpCOM2$27<0.1%+1+100.0%加碼歷史
DSGNDesign Therapeutics, Inc.COM3$28<0.1%−232−98.7%減碼歷史
AMBQAmbiq Micro, Inc.COMMON STOCK1$29<0.1%+1新進歷史
ULYXUrgent.ly Inc.COM10$29<0.1%00.0%不變歷史
WOWWideOpenWest, Inc.COM6$31<0.1%−19−76.0%減碼歷史
MYNDMynd.ai, Inc.SPON ADS70$31<0.1%+70新進歷史
MLPMaui Land & Pineapple Co IncCOM2$34<0.1%+1+100.0%加碼歷史
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$35<0.1%00.0%不變歷史
HTZWWHertz Global Holdings, IncCommon Stock13$35<0.1%00.0%不變歷史
VCELVericel CorpCOM1$36<0.1%+1新進歷史
DIBS1stdibs.com, Inc.COM6$36<0.1%−52−89.7%減碼歷史
KIDSOrthopediatrics CorpCOM2$36<0.1%−49−96.1%減碼歷史
VHIValhi IncCOM3$36<0.1%−2−40.0%減碼歷史
UXINUxin LtdSPONSORED ADS11$37<0.1%00.0%不變歷史
PPBTPurple Biotech Ltd.SPONSORED ADS56$37<0.1%00.0%不變歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU1$37<0.1%−390−99.7%減碼–
PESIPerma Fix Environmental Services IncCOM NEW3$38<0.1%−16−84.2%減碼歷史
PDEXPro Dex IncCOM NEW1$38<0.1%00.0%不變歷史
SPIRSpire Global, Inc.COM CL A5$38<0.1%−15−75.0%減碼歷史
RDHLRedHill Biopharma Ltd.SPONSORED ADR38$39<0.1%00.0%不變歷史
ARAYAccuray IncCOM48$40<0.1%−854−94.7%減碼歷史
VRMVroom, Inc.COM NEW2$40<0.1%00.0%不變歷史
CDRECadre Holdings, Inc.COM1$41<0.1%−26−96.3%減碼歷史
MRDNMeridian Holdings Inc.COM51$41<0.1%+51新進歷史
OPRAOpera LtdSPONSORED ADS3$42<0.1%−8,348−100.0%減碼歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS6$42<0.1%00.0%不變歷史
EPMEvolution Petroleum CorpCOM12$42<0.1%−120−90.9%減碼歷史
TECXTectonic Therapeutic, Inc.COM2$42<0.1%+2新進歷史
RNACCartesian Therapeutics, Inc.COM NEW6$43<0.1%−33−84.6%減碼歷史
LPALogistic Properties of the AmericasUSD ORD SHS16$43<0.1%+16新進歷史
First Tr Exch TRD Alphdx FD33737J125LATIN AMER ALP2$45<0.1%+2新進–
BTDRBitdeer Technologies GroupCL A ORD SHS4$45<0.1%00.0%不變歷史
Subversive Congressional Democrats Trading ETF886364199ETF1$46<0.1%−447−99.8%減碼–
SUNSSunrise Realty Trust, Inc.COM5$47<0.1%−1,166−99.6%減碼歷史
QRHCQuest Resource Holding CorpCOM NEW26$48<0.1%−56−68.3%減碼歷史
AIROAIRO Group Holdings, Inc.COM6$49<0.1%+6新進歷史
LFTLument Finance Trust, Inc.COM35$49<0.1%+9+34.6%加碼歷史

選擇權（6 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 4 季的選擇權部位
證券類別賣權買權
SPYSPDR S&P 500 ETF TrustETF$204.6 萬–
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$184.1 萬
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$127.8 萬–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$3.40 萬
PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WUStock–$3.19 萬
Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LHStock–$2.31 萬

2025 年第 3 季之後清倉（243 檔）

2025 年第 3 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 243 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
PNFPPinnacle Financial Partners, Inc.COM20,320$190.6 萬0.1%歷史
AMCRAmcor plcORD201,053$164.5 萬0.1%歷史
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$88.2 萬<0.1%–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$72.4 萬<0.1%–
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$60.2 萬<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF19,966$56.6 萬<0.1%–
AZNAstraZeneca PLCSPONSORED ADR7,232$55.5 萬<0.1%歷史
Emx Rty Corp26873J107COM97,900$50.4 萬<0.1%–
COOPMaverick Merger Sub 2, LLCCOM1,694$35.7 萬<0.1%歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$34.5 萬<0.1%–
ULUnilever PLCSPON ADR NEW4,531$26.9 萬<0.1%歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$23.0 萬<0.1%歷史
SORSource CapitalCEF4,916$22.1 萬<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS1,974$21.1 萬<0.1%歷史
TYTRI-CONTINENTAL CorpCOM6,137$20.9 萬<0.1%歷史
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$20.2 萬<0.1%歷史
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$17.2 萬<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$17.2 萬<0.1%歷史
Timothy Plan887432284US LARGE MID CP6,225$17.2 萬<0.1%–
KKellanovaStock1,438$11.8 萬<0.1%歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM7,392$11.8 萬<0.1%歷史
ALEAllete IncCOM NEW1,725$11.5 萬<0.1%歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$10.7 萬<0.1%歷史
iShares Tr464287515EXPANDED TECH920$10.6 萬<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$10.5 萬<0.1%–
LNWOLight & Wonder, Inc.COM1,170$9.82 萬<0.1%歷史
QGENQiagen N.V.COMMON STOCK2,184$9.76 萬<0.1%歷史
ETF Ser Solutions26922A321DISTILLATE US1,643$9.52 萬<0.1%–
Timothy Plan887432276HIGH DIVIDEND3,465$9.05 萬<0.1%–
WNSWNS (Holdings) LtdCOM SHS1,164$8.88 萬<0.1%歷史
ProShares Ultrapro Short S&P50074349Y845ETF6,354$8.58 萬<0.1%–
PINCPremier, Inc.CL A2,798$7.78 萬<0.1%歷史
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$7.62 萬<0.1%–
Dole PLC Ord Shs256603101Stock4,338$5.83 萬<0.1%–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$5.77 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$5.47 萬<0.1%–
VBTXVeritex Holdings, Inc.COM1,510$5.06 萬<0.1%歷史
BRYBerry Corp (bry)COM11,844$4.48 萬<0.1%歷史
HSIIHeidrick & Struggles International IncCOM819$4.08 萬<0.1%歷史
Copel-ADR20441B605ADR4,095$4.01 萬<0.1%–
INFAInformatica Inc.COM CL A1,574$3.91 萬<0.1%歷史
SCSSteelcase IncCL A2,209$3.80 萬<0.1%歷史
VRNTVerint Systems IncCOM1,855$3.76 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM1,283$3.58 萬<0.1%歷史
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF1,184$2.99 萬<0.1%–
HBIHanesbrands Inc.COM3,651$2.41 萬<0.1%歷史
Metals Acquisition CorpG60409110ORD SHS1,701$2.08 萬<0.1%–
MRCMRC Global Inc.COM1,301$1.88 萬<0.1%歷史
SRDXSurmodics IncCOM562$1.68 萬<0.1%歷史
GNTYGuaranty Bancshares IncCOM284$1.38 萬<0.1%歷史
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$1.36 萬<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW954$1.30 萬<0.1%歷史
iShares Tr464288117INTL TREA BD ETF267$1.14 萬<0.1%–
PROPROS Holdings, Inc.COM470$1.08 萬<0.1%歷史
PKEPark Aerospace CorpCOM504$1.03 萬<0.1%歷史
MSBMesabi TrustCTF BEN INT345$9,964<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9,920<0.1%歷史
SPDR Series Trust78464A292ST STR PFD ETF280$9,260<0.1%–
TRMLTourmaline Bio, Inc.COM183$8,753<0.1%歷史
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8,171<0.1%–
FOXFFox Factory Holding CorpCOM320$7,773<0.1%歷史
FCFranklin Covey CoCOM395$7,667<0.1%歷史
ODPODP CorpCOM269$7,492<0.1%歷史
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6,956<0.1%–
WYHGWing Yip Food Holdings Group LtdADS4,723$6,093<0.1%歷史
VTLEVital Energy, Inc.COM324$5,472<0.1%歷史
AVDXAvidXchange Holdings, Inc.COM537$5,343<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP112$4,850<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock372$4,657<0.1%–
SLMTBrera Holdings PLCCLASS B ORD150$4,500<0.1%歷史
ASPNAspen Aerogels IncCOM641$4,461<0.1%歷史
KOSKosmos Energy Ltd.COM2,682$4,452<0.1%歷史
Aris Water Solutions, Inc.04041L106CLASS A COM180$4,439<0.1%–
ETNB89bio, Inc.COM294$4,322<0.1%歷史
KRROKorro Bio, Inc.COM89$4,262<0.1%歷史
IASIntegral Ad Science Holding Corp.COM398$4,048<0.1%歷史
HNVRHanover Bancorp, Inc.COM NEW180$4,041<0.1%歷史
Global X FDS37954Y780INTERNET OF THNG103$4,022<0.1%–
PHLTPerformant Healthcare IncCOM507$3,919<0.1%歷史
HSAIHesai GroupSPONSORED ADS137$3,850<0.1%歷史
MTSRMetsera, Inc.COM72$3,768<0.1%歷史
PARPar Technology CorpCOM88$3,483<0.1%歷史
TURBTurbo Energy, S.A.SPON ADS611$3,293<0.1%歷史
AOUTAmerican Outdoor Brands, Inc.COM363$3,151<0.1%歷史
ZIMVZimVie Inc.Stock164$3,107<0.1%歷史
iShares Inc464286400MSCI BRAZIL ETF100$3,100<0.1%–
MGRMMonogram Technologies Inc.COM511$3,000<0.1%歷史
AKROAkero Therapeutics, Inc.COM60$2,849<0.1%歷史
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2,702<0.1%歷史
HTTHigh Templar Tech LtdSPON ADS610$2,605<0.1%歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2,582<0.1%–
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2,562<0.1%–
PBPBPotbelly CorpCOM149$2,539<0.1%歷史
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2,453<0.1%歷史
LMBLimbach Holdings, Inc.COM23$2,234<0.1%歷史
TICTIC Solutions, Inc.COM163$2,170<0.1%歷史
TOURTuniu CorpSPONSORED ADS A2,216$2,110<0.1%歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2,089<0.1%–
Global X FDS37954Y343GLBL X MLP ETF41$1,985<0.1%–
IROQIF Bancorp, Inc.COM75$1,937<0.1%歷史