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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
VETVermilion Energy Inc.COM683$5,696<0.1%−559−45.0%減碼歷史
BFLYButterfly Network, Inc.COM CL A1,500$5,700<0.1%00.0%不變歷史
TIPTTiptree Inc.COM312$5,700<0.1%+3+1.0%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT323$5,704<0.1%−236−42.2%減碼–
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV100$5,714<0.1%00.0%不變–
iShares Tr4642874571 3 YR TREAS BD69$5,715<0.1%00.0%不變–
MNKDMannkind CorpCOM NEW1,011$5,732<0.1%+4+0.4%加碼歷史
COURCoursera, Inc.COM780$5,741<0.1%−501−39.1%減碼歷史
SMTCSemtech CorpStock78$5,748<0.1%+9+13.0%加碼歷史
REREATRenew Inc.SPONSORED ADS1,086$5,756<0.1%−813−42.8%減碼歷史
AHCOAdaptHealth Corp.COMMON STOCK578$5,758<0.1%−104−15.2%減碼歷史
LGIHLGI Homes, Inc.COM136$5,844<0.1%−34−20.0%減碼歷史
Bank First Corporation Com05676F108Stock48$5,847<0.1%−103−68.2%減碼–
SSPE.W. Scripps CoCL A NEW1,467$5,854<0.1%+1,005+217.5%加碼歷史
SAHSonic Automotive IncCL A95$5,877<0.1%−134−58.5%減碼歷史
Alps ETF Tr00162Q452ALERIAN MLP125$5,878<0.1%00.0%不變–
SPDR Series Trust78464A516ST INTL BBG ETF262$5,903<0.1%−286−52.2%減碼–
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5,906<0.1%00.0%不變–
PRGPROG Holdings, Inc.Stock201$5,927<0.1%−64−24.2%減碼歷史
KOPKoppers Holdings Inc.COM219$5,930<0.1%−111−33.6%減碼歷史
AMRCAmeresco, Inc.CL A203$5,947<0.1%+40+24.5%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM255$5,952<0.1%+14+5.8%加碼歷史
CTRICenturi Holdings, Inc.COM SHS236$5,960<0.1%+4+1.7%加碼歷史
PLURPluri Inc.COM2,000$5,980<0.1%00.0%不變歷史
Dimensional ETF Trust25434V666US LARG VALU ETF175$5,989<0.1%−505−74.3%減碼–
Global X FDS37954Y293GLB X MLP ENRG I99$5,992<0.1%00.0%不變–
iShares Inc464286749MSCI SWITZERLAND100$5,996<0.1%00.0%不變–
USOUnited States Oil Fund, LPUNITS87$6,017<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$6,037<0.1%00.0%不變–
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6,060<0.1%00.0%不變歷史
UPBDUpbound Group, Inc.COM346$6,076<0.1%+130+60.2%加碼歷史
IRSIrsa Investments & Representations IncGLOBL DEP RCPT368$6,087<0.1%−156−29.8%減碼歷史
CECOCeco Environmental CorpCOM102$6,104<0.1%+24+30.8%加碼歷史
PRMEPrime Medicine, Inc.COM1,762$6,114<0.1%00.0%不變歷史
PCB Bancorp Com740163100Common Stock283$6,127<0.1%+26+10.1%加碼–
INGNInogen IncCOM914$6,142<0.1%−111−10.8%減碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC238$6,145<0.1%00.0%不變–
FLNAFilana Therapeutics, Inc.COM3,110$6,158<0.1%−659−17.5%減碼歷史
EGBNEagle Bancorp IncCOM288$6,169<0.1%−394−57.8%減碼歷史
NXRTNexPoint Residential Trust, Inc.COM205$6,171<0.1%−44−17.7%減碼歷史
MAZEMaze Therapeutics, Inc.COM149$6,173<0.1%00.0%不變歷史
OECOrion S.A.COM1,172$6,188<0.1%+1,171+117,100.0%加碼歷史
VCYTVeracyte, Inc.COM147$6,189<0.1%−167−53.2%減碼歷史
ProShares Tr74349Y753SHOR S&P 500 NEW172$6,197<0.1%+172新進–
WWWWolverine World Wide IncCOM342$6,207<0.1%−129−27.4%減碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,217<0.1%00.0%不變–
MGNIMagnite, Inc.COM384$6,232<0.1%−17−4.2%減碼歷史
ATHMAutohome Inc.SP ADS RP CL A280$6,233<0.1%+188+204.3%加碼歷史
Ssga Active Tr78470P309ST STR MARKE ETF144$6,242<0.1%+2+1.4%加碼–
CIVBCivista Bancshares, Inc.COM NO PAR281$6,244<0.1%−26−8.5%減碼歷史
Fidelity Covington Trust316092162DISRU COMMU ETF130$6,250<0.1%00.0%不變–
AMWDAmerican Woodmark CorpCOM116$6,252<0.1%−101−46.5%減碼歷史
UMHUmh Properties, Inc.COM393$6,253<0.1%+68+20.9%加碼歷史
AEHRAehr Test SystemsCOM310$6,259<0.1%+261+532.7%加碼歷史
ACDCProFrac Holding Corp.CLASS A COM1,612$6,270<0.1%+1,140+241.5%加碼歷史
GEOGeo Group IncCOM390$6,286<0.1%−110−22.0%減碼歷史
GPRKGeoPark LtdUSD SHS849$6,291<0.1%−115−11.9%減碼歷史
American Centy ETF Tr025072372EMERGING MKT VAL108$6,297<0.1%+108新進–
ProShares Tr74350P667ULTRASHRT S&P50092$6,301<0.1%+92新進–
AXICYAXIA Energia S.A.SPON ADS PF CL C731$6,302<0.1%+731新進歷史
ENPHEnphase Energy, Inc.Stock197$6,314<0.1%−49−19.9%減碼歷史
PGCPeapack Gladstone Financial CorpCOM227$6,322<0.1%−24−9.6%減碼歷史
Investment Managers Ser Tr I46144X131TRADR 2X SHORT209$6,324<0.1%+209新進–
iShares Tr46435G474FALN ANGLS USD232$6,329<0.1%+5+2.2%加碼–
iShares Tr464288489INTL DEV RE ETF275$6,350<0.1%00.0%不變–
TRMDTORM plcSHS CL A325$6,364<0.1%+126+63.3%加碼歷史
Two Harbors Investment Corp.90187B804COM606$6,368<0.1%−789−56.6%減碼–
FOSLFossil Group, Inc.COM1,694$6,369<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE445$6,372<0.1%−10−2.2%減碼–
MARAMARA Holdings, Inc.COM710$6,375<0.1%−31−4.2%減碼歷史
MOBMobilicom LtdORD SHS NEW1,050$6,405<0.1%−1,349−56.2%減碼歷史
CHCTCommunity Healthcare Trust IncCOM391$6,420<0.1%−648−62.4%減碼歷史
BJRIBJs RESTAURANTS INCCOM163$6,422<0.1%+5+3.2%加碼歷史
FOURShift4 Payments, Inc.CL A102$6,423<0.1%+33+47.8%加碼歷史
CBRLCracker Barrel Old Country Store, IncCOM254$6,462<0.1%+210+477.3%加碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6,580<0.1%00.0%不變–
DCHDauch CorpCOM1,028$6,590<0.1%−98−8.7%減碼歷史
CSANYCosan S.A.ADS1,681$6,640<0.1%−32−1.9%減碼歷史
EMBCEmbecta Corp.Stock559$6,641<0.1%−95−14.5%減碼歷史
TRIPTripAdvisor, Inc.COM457$6,654<0.1%+21+4.8%加碼歷史
USNAUsana Health Sciences IncCOM340$6,674<0.1%+41+13.7%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6,699<0.1%00.0%不變–
MBCNMiddlefield Banc CorpCOM NEW194$6,701<0.1%−215−52.6%減碼歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$6,714<0.1%00.0%不變–
AMTBAmerant Bancorp Inc.CL A344$6,715<0.1%−241−41.2%減碼歷史
PAGSPagSeguro Digital Ltd.COM CL A697$6,719<0.1%+245+54.2%加碼歷史
TLXTelix Pharmaceuticals LtdADS898$6,726<0.1%+773+618.4%加碼歷史
LIFLife360, Inc.COM105$6,735<0.1%+17+19.3%加碼歷史
MEOHMethanex CorpCOM170$6,752<0.1%−77−31.2%減碼歷史
IHRTiHeartMedia, Inc.COM CL A1,628$6,772<0.1%+93+6.1%加碼歷史
PTONPeloton Interactive, Inc.CL A COM1,100$6,776<0.1%+25+2.3%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF30$6,785<0.1%00.0%不變–
ANLAdlai Nortye Group Ltd.ADS4,794$6,807<0.1%+4,075+566.8%加碼歷史
BKDBrookdale Senior Living Inc.COM632$6,819<0.1%−15−2.3%減碼歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6,849<0.1%+2+1.9%加碼–
Invesco Actively Managed Exc46090A101ACTIVE US REAL77$6,951<0.1%+1+1.3%加碼–
VIRVir Biotechnology, Inc.COM1,157$6,977<0.1%+50+4.5%加碼歷史
RIOTRiot Platforms, Inc.COM551$6,982<0.1%−62−10.1%減碼歷史
WMKWeis Markets IncCOM109$6,986<0.1%−17−13.5%減碼歷史
ETOReToro Group Ltd.SHS CL A199$6,991<0.1%+199新進歷史

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