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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
DENNDENNY'S CorpCOM558$3,470<0.1%−126−18.4%減碼歷史
iShares Tr46435G334MSCI UK ETF NEW79$3,474<0.1%00.0%不變–
ABRArbor Realty Trust IncCOM450$3,490<0.1%−230−33.8%減碼歷史
RAPPRapport Therapeutics, Inc.COM115$3,490<0.1%00.0%不變歷史
CIMChimera Investment CorpCOM SHS281$3,493<0.1%−345−55.1%減碼歷史
FFWMFirst Foundation Inc.COM570$3,511<0.1%+115+25.3%加碼歷史
UNTYUnity Bancorp IncCOM68$3,517<0.1%+59+655.6%加碼歷史
CHRSCoherus Oncology, Inc.COM2,479$3,520<0.1%+544+28.1%加碼歷史
LIONLionsgate Studios Corp.COM387$3,534<0.1%−2,577−86.9%減碼歷史
CXWCoreCivic, Inc.COM185$3,535<0.1%−85−31.5%減碼歷史
USBCUSBC, Inc.COM NEW5,583$3,544<0.1%00.0%不變歷史
VTSVitesse Energy, Inc.COMMON STOCK184$3,544<0.1%−191−50.9%減碼歷史
WEAVWeave Communications, Inc.Stock470$3,568<0.1%+442+1,578.6%加碼歷史
AMSCAmerican Superconductor CorpStock124$3,569<0.1%−73−37.1%減碼歷史
HPKHighPeak Energy, Inc.COM755$3,578<0.1%−40−5.0%減碼歷史
ZLABZai Lab LtdADR203$3,581<0.1%+27+15.3%加碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,585<0.1%00.0%不變–
CYHCommunity Health Systems IncCOM1,151$3,592<0.1%+701+155.8%加碼歷史
SMBCSouthern Missouri Bancorp, Inc.COM61$3,607<0.1%+53+662.5%加碼歷史
BKVBKV CorpCOM133$3,611<0.1%00.0%不變歷史
ESRTEmpire State Realty Trust, Inc.CL A554$3,612<0.1%−658−54.3%減碼歷史
PRCHPorch Group, Inc.COM396$3,616<0.1%+115+40.9%加碼歷史
Matthews Asia FDS577125818EMER MKTS EQUITY101$3,617<0.1%00.0%不變–
GLDDGreat Lakes Dredge & Dock CORPCOM276$3,621<0.1%−50−15.3%減碼歷史
CNTBConnect Biopharma Holdings LtdADS1,288$3,632<0.1%−294−18.6%減碼歷史
SNBRQSleep Number CorpCOM432$3,655<0.1%−7−1.6%減碼歷史
BHBiglari Holdings Inc.COM STK CL B11$3,656<0.1%+2+22.2%加碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,662<0.1%00.0%不變–
ATKRAtkore Inc.COM58$3,669<0.1%+4+7.4%加碼歷史
BFSTBusiness First Bancshares, Inc.COM141$3,686<0.1%−40−22.1%減碼歷史
RWTRedwood Trust IncCOM667$3,688<0.1%−448−40.2%減碼歷史
NATRNatures Sunshine Products IncCOM171$3,691<0.1%−15−8.1%減碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF57$3,697<0.1%00.0%不變–
FMNBFarmers National Banc CorpCOM278$3,703<0.1%−29−9.4%減碼歷史
OABIOmniAb, Inc.COM2,003$3,705<0.1%+1,338+201.2%加碼歷史
HOVHovnanian Enterprises IncCL A NEW38$3,706<0.1%−6−13.6%減碼歷史
ANGOAngiodynamics IncCOM289$3,710<0.1%+52+21.9%加碼歷史
PLPCPreformed Line Products CoCOM18$3,721<0.1%−6−25.0%減碼歷史
CALCaleres IncCOM306$3,724<0.1%−834−73.2%減碼歷史
Tidal ETF Tr886364280SOFI ENHANCED YL248$3,775<0.1%+248新進–
PNNTPennantpark Investment CorpCOM639$3,805<0.1%−3,199−83.4%減碼歷史
SEDGSolaredge Technologies, Inc.COM132$3,808<0.1%−2−1.5%減碼歷史
WVEWave Life Sciences, Inc.SHS224$3,808<0.1%+24+12.0%加碼歷史
LBLandBridge Co LLCCL A78$3,822<0.1%+78新進歷史
Innovator ETFs Trust45783Y889US EQT ACLRTD 9100$3,826<0.1%+100新進–
CURBCurbline Properties Corp.COM165$3,830<0.1%+2+1.2%加碼歷史
NEONeogenomics IncCOM NEW326$3,834<0.1%−536−62.2%減碼歷史
SVVSavers Value Village, Inc.COM411$3,838<0.1%−461−52.9%減碼歷史
INBKFirst Internet BancorpCOM184$3,840<0.1%−13−6.6%減碼歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X84$3,846<0.1%00.0%不變–
AIC3.ai, Inc.Stock286$3,855<0.1%−601−67.8%減碼歷史
TRDAEntrada Therapeutics, Inc.COM376$3,865<0.1%−13−3.3%減碼歷史
EWTXEdgewise Therapeutics, Inc.COM156$3,871<0.1%+14+9.9%加碼歷史
WAVEEco Wave Power Global AB (publ)SPONSORED ADS665$3,883<0.1%−2,246−77.2%減碼歷史
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US49$3,893<0.1%+49新進–
KNTKKinetik Holdings Inc.COM NEW CL A108$3,893<0.1%−31−22.3%減碼歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT705$3,906<0.1%+34+5.1%加碼歷史
AEBIAebi Schmidt Holding AGCOM309$3,909<0.1%00.0%不變歷史
RGPResources Connection, Inc.COM776$3,911<0.1%−333−30.0%減碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A62$3,912<0.1%−142−69.6%減碼歷史
RBBRBB BancorpCOM190$3,922<0.1%+12+6.7%加碼歷史
TDUPThredUp Inc.CL A615$3,930<0.1%−103−14.3%減碼歷史
SAILSailPoint, Inc.COM195$3,945<0.1%+184+1,672.7%加碼歷史
SLDPSolid Power, Inc.CLASS A COM932$3,961<0.1%−43−4.4%減碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD60$3,972<0.1%+1+1.7%加碼–
HWKNHawkins IncCOM28$3,978<0.1%−72−72.0%減碼歷史
UFPTUfp Technologies IncCOM18$3,997<0.1%−31−63.3%減碼歷史
HDSNHudson Technologies IncCOM589$4,035<0.1%−175−22.9%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$4,038<0.1%00.0%不變–
WINAWinmark CorpCOM10$4,049<0.1%−30−75.0%減碼歷史
RRBIRed River Bancshares IncCOM57$4,071<0.1%−143−71.5%減碼歷史
HTLDHeartland Express IncCOM453$4,090<0.1%−401−47.0%減碼歷史
TCPCBlackRock TCP Capital Corp.COM750$4,103<0.1%00.0%不變歷史
RHLDResolute Holdings Management, Inc.COM20$4,128<0.1%00.0%不變歷史
HLMNHillman Solutions Corp.COM477$4,131<0.1%−2−0.4%減碼歷史
KROSKeros Therapeutics, Inc.COM203$4,133<0.1%−37−15.4%減碼歷史
FUNSix Flags Entertainment CorporationCOM270$4,142<0.1%+250+1,250.0%加碼歷史
LOARLoar Holdings Inc.COM SHS61$4,148<0.1%+53+662.5%加碼歷史
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR190$4,186<0.1%−10−5.0%減碼–
HESMHess Midstream LPCL A SHS122$4,209<0.1%+115+1,642.9%加碼歷史
ROADConstruction Partners, Inc.COM CL A39$4,234<0.1%+4+11.4%加碼歷史
EVCMEverCommerce Inc.COM351$4,251<0.1%−44−11.1%減碼歷史
Elevation Series Trust210322731OPAL DIVID INCOM117$4,254<0.1%00.0%不變–
RGENRepligen CorpCOM26$4,260<0.1%+14+116.7%加碼歷史
PAYPaymentus Holdings, Inc.Stock135$4,264<0.1%+135新進歷史
WALDWaldencast plcCOMMON STOCK2,272$4,271<0.1%−995−30.5%減碼歷史
RNWReNew Energy Global plcCL A SHS758$4,283<0.1%−180−19.2%減碼歷史
PLUGPlug Power IncStock2,178$4,291<0.1%+155+7.7%加碼歷史
BZHBeazer Homes USA IncCOM NEW212$4,297<0.1%−100−32.1%減碼歷史
FWRDForward Air CorpCOM172$4,300<0.1%+97+129.3%加碼歷史
Innovator ETFs Trust45784N528EQUITY DUAL DIRE200$4,323<0.1%+200新進–
NXENexGen Energy Ltd.COM470$4,324<0.1%+215+84.3%加碼歷史
OSPNOneSpan Inc.COM337$4,327<0.1%−231−40.7%減碼歷史
EXTRExtreme Networks IncCOM260$4,329<0.1%−69−21.0%減碼歷史
CPSCooper-Standard Holdings Inc.COM132$4,334<0.1%+38+40.4%加碼歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW509$4,336<0.1%−59−10.4%減碼歷史
VECOVeeco Instruments IncCOM152$4,345<0.1%−3−1.9%減碼歷史
SPFISouth Plains Financial, Inc.COM112$4,345<0.1%−32−22.2%減碼歷史
ALMSAlumis Inc.COM447$4,363<0.1%−657−59.5%減碼歷史
LZMLifezone Metals LtdORD SHS1,022$4,364<0.1%−102−9.1%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