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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
SAFESafehold Inc.COM320$4,381<0.1%−125−28.1%減碼歷史
LQDTLiquidity Services IncCOM145$4,395<0.1%−51−26.0%減碼歷史
BCRXBiocryst Pharmaceuticals IncCOM564$4,400<0.1%−518−47.9%減碼歷史
CTSCTS CorpCOM103$4,416<0.1%+16+18.4%加碼歷史
NOGNorthern Oil & Gas, Inc.COM206$4,416<0.1%−867−80.8%減碼歷史
ARKOARKO Corp.COM978$4,441<0.1%+569+139.1%加碼歷史
RHPRyman Hospitality Properties, Inc.COM47$4,447<0.1%−50−51.5%減碼歷史
ACHCAcadia Healthcare Company, Inc.COM316$4,484<0.1%−703−69.0%減碼歷史
CSVCarriage Services IncCOM106$4,484<0.1%−247−70.0%減碼歷史
NVGSNavigator Holdings Ltd.SHS259$4,486<0.1%+181+232.1%加碼歷史
AURAurora Innovation, Inc.CLASS A COM1,175$4,512<0.1%+149+14.5%加碼歷史
PHRPhreesia, Inc.COM268$4,535<0.1%−238−47.0%減碼歷史
CRONCronos Group Inc.COM1,726$4,539<0.1%+522+43.4%加碼歷史
DBDDiebold Nixdorf, IncCOM SHS67$4,548<0.1%−235−77.8%減碼歷史
PANLPangaea Logistics Solutions Ltd.SHS664$4,569<0.1%−246−27.0%減碼歷史
VSHVishay Intertechnology IncCOM319$4,623<0.1%−43−11.9%減碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4,626<0.1%00.0%不變–
NKTRNektar TherapeuticsCOM110$4,651<0.1%00.0%不變歷史
WNEBWestern New England Bancorp, Inc.COM370$4,669<0.1%+5+1.4%加碼歷史
SITCSITE Centers Corp.COM728$4,674<0.1%−1,413−66.0%減碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$4,680<0.1%00.0%不變–
ADAGAdagene Inc.ADS2,478$4,683<0.1%−4,026−61.9%減碼歷史
RXORXO, Inc.COMMON STOCK371$4,690<0.1%−30−7.5%減碼歷史
ENICEnel Chile S.A.SPONSORED ADR1,172$4,711<0.1%−111−8.7%減碼歷史
FRSTPrimis Financial Corp.COM339$4,716<0.1%+20+6.3%加碼歷史
ETDEthan Allen Interiors IncCOM207$4,728<0.1%−252−54.9%減碼歷史
SFSTSouthern First Bancshares IncCOM92$4,740<0.1%00.0%不變歷史
MRUSMerus N.V.COM53$4,770<0.1%+21+65.6%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM338$4,778<0.1%−900−72.7%減碼歷史
ZYMEZymeworks Inc.COM182$4,792<0.1%00.0%不變歷史
CXMSprinklr, Inc.CL A616$4,793<0.1%+24+4.1%加碼歷史
INSPInspire Medical Systems, Inc.COM52$4,796<0.1%+42+420.0%加碼歷史
BILLBILL Holdings, Inc.Stock88$4,799<0.1%+27+44.3%加碼歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES267$4,814<0.1%+267新進歷史
ANIPAni Pharmaceuticals IncCOM61$4,815<0.1%00.0%不變歷史
CDNACareDx, Inc.COM256$4,823<0.1%−41−13.8%減碼歷史
ELVRElevra Lithium LtdSPONSORED ADS92$4,836<0.1%−120−56.6%減碼歷史
BLBlackline, Inc.COM88$4,866<0.1%−25−22.1%減碼歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR212$4,875<0.1%−30−12.4%減碼歷史
SMSM Energy CoCOM261$4,881<0.1%−616−70.2%減碼歷史
EWCZEuropean Wax Center, Inc.CLASS A COM1,358$4,889<0.1%+99+7.9%加碼歷史
QUADQuad/Graphics, Inc.COM CL A780$4,891<0.1%−19−2.4%減碼歷史
LILAKLiberty Latin America Ltd.COM CL C657$4,901<0.1%−73−10.0%減碼歷史
WULFTerawulf Inc.COM428$4,918<0.1%−148−25.7%減碼歷史
PMTPennyMac Mortgage Investment TrustCOM392$4,919<0.1%−1,029−72.4%減碼歷史
IPIIntrepid Potash, Inc.COM178$4,936<0.1%−600−77.1%減碼歷史
TGENTecogen Inc.COM NEW1,000$4,940<0.1%−1,000−50.0%減碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,942<0.1%00.0%不變–
Curevac N VN2451R105COM1,095$4,950<0.1%00.0%不變–
Dimensional ETF Trust25434V203INTL CORE EQT MK130$4,971<0.1%00.0%不變–
LSPDLightspeed Commerce Inc.SUB VTG SHS412$4,977<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM712$4,984<0.1%+111+18.5%加碼歷史
UNITUniti Group Inc.COM711$4,984<0.1%+711新進歷史
FLGTFulgent Genetics, Inc.COM191$5,018<0.1%−24−11.2%減碼歷史
TRSTrimas CorpCOM NEW142$5,034<0.1%−366−72.0%減碼歷史
PAYSPaysign, Inc.COM979$5,041<0.1%−309−24.0%減碼歷史
NGNovagold Resources IncCOM NEW541$5,041<0.1%+77+16.6%加碼歷史
SLNOSoleno Therapeutics IncCOM109$5,047<0.1%−27−19.9%減碼歷史
BELFBBel Fuse IncCL B30$5,089<0.1%−19−38.8%減碼歷史
GRNDGrindr Inc.COM376$5,091<0.1%−721−65.7%減碼歷史
ALLOAllogene Therapeutics, Inc.COM3,719$5,094<0.1%+1,768+90.6%加碼歷史
HNSTHonest Company, Inc.COM1,978$5,103<0.1%+1,159+141.5%加碼歷史
ENREnergizer Holdings, Inc.COM257$5,112<0.1%−807−75.8%減碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM110$5,121<0.1%+43+64.2%加碼歷史
KAIKadant IncCOM18$5,130<0.1%+5+38.5%加碼歷史
MVBFMVB Financial CorpCOM200$5,166<0.1%+138+222.6%加碼歷史
CHEFChefs' Warehouse, Inc.COM83$5,173<0.1%−337−80.2%減碼歷史
BCAXBicara Therapeutics Inc.COM309$5,201<0.1%−60−16.3%減碼歷史
BXCBlueLinx Holdings Inc.COM NEW85$5,221<0.1%+42+97.7%加碼歷史
HROWHarrow, Inc.COM107$5,243<0.1%−37−25.7%減碼歷史
ATMUAtmus Filtration Technologies Inc.COM102$5,294<0.1%−340−76.9%減碼歷史
IRONDisc Medicine, Inc.COM67$5,320<0.1%−8−10.7%減碼歷史
ABMAbm Industries IncCOM126$5,330<0.1%−165−56.7%減碼歷史
AUGOAura Minerals Inc.SHS106$5,344<0.1%+90+562.5%加碼歷史
CNXNPC Connection IncCOM93$5,372<0.1%−371−80.0%減碼歷史
INGMIngram Micro Holding CorpCOM252$5,378<0.1%+213+546.2%加碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN300$5,388<0.1%00.0%不變歷史
VERXVertex, Inc.Stock270$5,392<0.1%+60+28.6%加碼歷史
RDNTRadNet, Inc.COM76$5,423<0.1%+30+65.2%加碼歷史
SESSES AI CorpCL A COM3,013$5,423<0.1%−690−18.6%減碼歷史
STGWStagwell IncCOM CL A1,113$5,443<0.1%+911+451.0%加碼歷史
APEIAmerican Public Education IncStock145$5,481<0.1%00.0%不變歷史
iShares Select U.S. REIT ETF464287564ETF92$5,490<0.1%−203−68.8%減碼–
NEXTNextDecade CorpCOM1,044$5,502<0.1%−209−16.7%減碼歷史
ZIPZiprecruiter, Inc.CL A1,413$5,511<0.1%+608+75.5%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$5,556<0.1%00.0%不變–
AVDLAvadel Pharmaceuticals PLCStock259$5,581<0.1%+208+407.8%加碼歷史
MLYSMineralys Therapeutics, Inc.COM154$5,588<0.1%+2+1.3%加碼歷史
WESTWestrock Coffee CoCOM1,377$5,605<0.1%−3,625−72.5%減碼歷史
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK122$5,614<0.1%−1,340−91.7%減碼–
LPROOpen Lending CorpCOM3,631$5,628<0.1%−902−19.9%減碼歷史
FINVFinVolution GroupSPONSORED ADS1,077$5,632<0.1%+976+966.3%加碼歷史
VSTSVestis CorpCOM SHS845$5,636<0.1%+266+45.9%加碼歷史
KVYOKlaviyo, Inc.COM SER A174$5,649<0.1%−63−26.6%減碼歷史
CRCTCricut, Inc.COM CL A1,142$5,653<0.1%−350−23.5%減碼歷史
DAKTDaktronics IncCOM286$5,655<0.1%−360−55.7%減碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$5,663<0.1%00.0%不變–
GICGlobal Industrial CoCOM194$5,669<0.1%+6+3.2%加碼歷史
PDFSPDF Solutions IncCOM199$5,678<0.1%00.0%不變歷史
PPTAPerpetua Resources Corp.COM235$5,689<0.1%−110−31.9%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