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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
iShares Tr46438G505IBONDS OCT 2026109$2,785<0.1%+109新進–
SMRTSmartRent, Inc.COM CL A1,381$2,790<0.1%−567−29.1%減碼歷史
EPCEdgewell Personal Care CoCOM164$2,796<0.1%−767−82.4%減碼歷史
HOFTHooker Furnishings CorpCOM248$2,800<0.1%−50−16.8%減碼歷史
VRDNViridian Therapeutics, Inc.COM90$2,800<0.1%−2−2.2%減碼歷史
IMKTAIngles Markets IncCL A41$2,811<0.1%−228−84.8%減碼歷史
OBTCOsprey Bitcoin TrustCommon Stock100$2,816<0.1%+100新進歷史
APLDApplied Digital Corp.COM NEW115$2,819<0.1%−133−53.6%減碼歷史
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS218$2,823<0.1%−157−41.9%減碼歷史
FNKOFunko, Inc.COM CL A831$2,825<0.1%+744+855.2%加碼歷史
NXQuanex Building Products CORPCOM184$2,830<0.1%−667−78.4%減碼歷史
NIQNIQ Global Intelligence plcORDINARY SHARES172$2,836<0.1%+172新進歷史
NMFCNew Mountain Finance CorpCOM308$2,837<0.1%00.0%不變歷史
STAAStaar Surgical CoCOM PAR $0.01123$2,841<0.1%+44+55.7%加碼歷史
AVNWAviat Networks, Inc.COM NEW133$2,843<0.1%−27−16.9%減碼歷史
PAYOPayoneer Global Inc.COM508$2,854<0.1%+412+429.2%加碼歷史
HKDAMTD Digital Inc.SPONSORED ADS2,249$2,856<0.1%−3,072−57.7%減碼歷史
AMCXAMC Global Media Inc.CL A301$2,866<0.1%+62+25.9%加碼歷史
SASeabridge Gold IncCOM97$2,870<0.1%00.0%不變歷史
AORTArtivion, Inc.COM63$2,874<0.1%−145−69.7%減碼歷史
JELDJELD-WEN Holding, Inc.COM1,175$2,889<0.1%−428−26.7%減碼歷史
CBNKCapital Bancorp IncCOM103$2,902<0.1%−24−18.9%減碼歷史
AVDAmerican Vanguard CorpCOM760$2,903<0.1%−116−13.2%減碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM5$2,911<0.1%+1+25.0%加碼歷史
STGSunlands Technology GroupSPONSRD ADS NEW492$2,913<0.1%−416−45.8%減碼歷史
NTGRNetgear, Inc.COM119$2,919<0.1%−149−55.6%減碼歷史
DJCODaily Journal CorpCOM6$2,924<0.1%+4+200.0%加碼歷史
AFYAAfya LtdCL A COM190$2,928<0.1%00.0%不變歷史
LZBLa-Z-Boy IncCOM79$2,944<0.1%−92−53.8%減碼歷史
LILALiberty Latin America Ltd.COM CL A399$2,948<0.1%−25−5.9%減碼歷史
DCODucommun IncCOM31$2,949<0.1%−119−79.3%減碼歷史
BORRBorr Drilling LtdSHS733$2,953<0.1%−227−23.6%減碼歷史
MTWManitowoc Co IncCOM NEW249$2,985<0.1%−45−15.3%減碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,987<0.1%00.0%不變–
First Trust Cloud Computing ETF33734X192ETF23$2,992<0.1%+3+15.0%加碼–
AIRIAir Industries GroupCOM NEW977$2,999<0.1%00.0%不變歷史
SLDBSolid Biosciences Inc.COM533$3,006<0.1%00.0%不變歷史
CCNECNB Financial CorpCOM115$3,010<0.1%−18−13.5%減碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$3,027<0.1%00.0%不變–
UISUnisys CorpCOM NEW1,098$3,030<0.1%−545−33.2%減碼歷史
FRHCFreedom Holding Corp.COM25$3,042<0.1%−8−24.2%減碼歷史
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3,043<0.1%00.0%不變–
HLLYHolley Inc.COM742$3,064<0.1%−234−24.0%減碼歷史
PAXPatria Investments LtdCOM CL A193$3,067<0.1%+57+41.9%加碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD133$3,081<0.1%−8−5.7%減碼–
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3,081<0.1%00.0%不變–
EVEXEve Holding, Inc.COM774$3,088<0.1%+52+7.2%加碼歷史
CTOSCustom Truck One Source, Inc.COM CL A537$3,093<0.1%+7+1.3%加碼歷史
SBGISinclair, Inc.CL A203$3,106<0.1%+10+5.2%加碼歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS102$3,110<0.1%−224−68.7%減碼歷史
IRENIREN LtdORDINARY SHARES83$3,135<0.1%+55+196.4%加碼歷史
WSCWillScot Holdings CorpCOM CL A167$3,144<0.1%−577−77.6%減碼歷史
WGOWinnebago Industries IncCOM78$3,161<0.1%−531−87.2%減碼歷史
LRMRLarimar Therapeutics, Inc.COM832$3,170<0.1%−93−10.1%減碼歷史
AIOTPowerfleet, Inc.COM596$3,171<0.1%00.0%不變歷史
MLCOMelco Resorts & Entertainment LTDADR419$3,171<0.1%−34−7.5%減碼歷史
Pgim ETF Tr69344A206ACTV HY BD ETF90$3,193<0.1%−1−1.1%減碼–
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR100$3,197<0.1%+100新進–
LACLithium Americas Corp.Stock734$3,201<0.1%+507+223.3%加碼歷史
DAVAEndava plcADS507$3,205<0.1%+100+24.6%加碼歷史
HCMHUTCHMED (China) LtdSPONSORED ADS241$3,213<0.1%−224−48.2%減碼歷史
TTAMTitan America SAStock195$3,214<0.1%−8−3.9%減碼歷史
GNKGenco Shipping & Trading LtdSHS175$3,225<0.1%−183−51.1%減碼歷史
INNSummit Hotel Properties, Inc.COM666$3,244<0.1%−116−14.8%減碼歷史
MQMarqeta, Inc.CLASS A COM684$3,250<0.1%−2,256−76.7%減碼歷史
OFLXOmega Flex, Inc.COM111$3,268<0.1%−76−40.6%減碼歷史
UAUnder Armour, Inc.CL C681$3,269<0.1%−1,495−68.7%減碼歷史
FMCFMC CorpCOM NEW237$3,287<0.1%−242−50.5%減碼歷史
iShares Tr464287796U.S. ENERGY ETF69$3,287<0.1%+9+15.0%加碼–
VSTMVerastem, Inc.COM NEW426$3,289<0.1%00.0%不變歷史
SKINSkinHealth Systems Inc.COM CL A2,369$3,293<0.1%−107−4.3%減碼歷史
PIImpinj IncCOM19$3,306<0.1%+11+137.5%加碼歷史
NRDSNerdwallet, Inc.COM CL A244$3,306<0.1%00.0%不變歷史
YSGYatsen Holding LtdADS850$3,307<0.1%−5,122−85.8%減碼歷史
ATENA10 Networks, Inc.Stock187$3,308<0.1%−208−52.7%減碼歷史
First BK Williamstown New Je31931U102COM201$3,308<0.1%+10+5.2%加碼–
RBCAARepublic Bancorp IncCL A48$3,312<0.1%−160−76.9%減碼歷史
BNTXBioNTech SESPONSORED ADS35$3,332<0.1%−27−43.5%減碼歷史
DGIIDigi International IncCOM77$3,333<0.1%+38+97.4%加碼歷史
KEKimball Electronics, Inc.Stock120$3,338<0.1%+99+471.4%加碼歷史
NVCRNovoCure LtdORD SHS259$3,349<0.1%+172+197.7%加碼歷史
ESTAEstablishment Labs Holdings Inc.COM46$3,352<0.1%00.0%不變歷史
ESQEsquire Financial Holdings, Inc.COM33$3,368<0.1%−2−5.7%減碼歷史
ESPREsperion Therapeutics, Inc.COM914$3,382<0.1%00.0%不變歷史
ADCTADC Therapeutics SASHS958$3,382<0.1%+11+1.2%加碼歷史
VELVelocity Financial, Inc.COM163$3,384<0.1%+112+219.6%加碼歷史
KWKennedy-Wilson Holdings, Inc.COM350$3,385<0.1%+323+1,196.3%加碼歷史
CCOClear Channel Outdoor Holdings, Inc.COM1,534$3,390<0.1%+298+24.1%加碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock176$3,391<0.1%00.0%不變–
DFTXDefinium Therapeutics, Inc.Stock254$3,401<0.1%+150+144.2%加碼歷史
GHMGraham CorpCOM53$3,404<0.1%−2−3.6%減碼歷史
LINDLindblad Expeditions Holdings, Inc.Stock237$3,417<0.1%−13−5.2%減碼歷史
DNLIDenali Therapeutics Inc.COM207$3,418<0.1%+41+24.7%加碼歷史
Alps ETF Tr00162Q726BARRONS 400 ETF42$3,420<0.1%+1+2.4%加碼–
ARRYArray Technologies, Inc.COM SHS373$3,439<0.1%00.0%不變歷史
TBLATaboola.com Ltd.ORD SHS746$3,439<0.1%+18+2.5%加碼歷史
HOGHarley-Davidson, Inc.COM169$3,462<0.1%−775−82.1%減碼歷史
BBBLACKBERRY LtdCOM914$3,464<0.1%+407+80.3%加碼歷史
DAWNDay One Biopharmaceuticals, Inc.Stock372$3,467<0.1%+141+61.0%加碼歷史
UTMDUtah Medical Products IncCOM62$3,470<0.1%−37−37.4%減碼歷史

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