跳到主要內容
Livermore
Livermore
中文EN

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 Tr464288794US BR DEL SE ETF39$6,995<0.1%00.0%不變–
TBCHTurtle Beach CorpCOM NEW499$7,001<0.1%−13−2.5%減碼歷史
GTGoodyear Tire & Rubber CoCOM800$7,009<0.1%−949−54.3%減碼歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$7,026<0.1%00.0%不變–
IIINInsteel Industries IncCOM222$7,030<0.1%−142−39.0%減碼歷史
UPSTUpstart Holdings, Inc.COM161$7,042<0.1%+70+76.9%加碼歷史
TNCTennant CoCOM96$7,075<0.1%−93−49.2%減碼歷史
GOLDGold.com, Inc.COM208$7,083<0.1%−43−17.1%減碼歷史
OPKOpko Health, Inc.COM5,625$7,087<0.1%−1,168−17.2%減碼歷史
BLCOBausch & Lomb CorpCOMMON SHARES415$7,088<0.1%+287+224.2%加碼歷史
ONLOrion Properties Inc.REIT3,147$7,112<0.1%−417−11.7%減碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW264$7,170<0.1%+2+0.8%加碼歷史
ACLXArcellx, Inc.COMMON STOCK110$7,173<0.1%−36−24.7%減碼歷史
LEGNLegend Biotech CorpSPONSORED ADS330$7,175<0.1%−281−46.0%減碼歷史
GCMGGCM Grosvenor Inc.COM CL A634$7,177<0.1%−12−1.9%減碼歷史
JHXJames Hardie Industries plcStock346$7,181<0.1%−475−57.9%減碼歷史
CCSIConsensus Cloud Solutions, Inc.COM330$7,200<0.1%+22+7.1%加碼歷史
iShares Inc464286202MSCI AUSTRIA ETF204$7,236<0.1%00.0%不變–
FIVNFive9, Inc.COM361$7,238<0.1%+198+121.5%加碼歷史
SOUNSoundhound AI, Inc.CLASS A COM727$7,248<0.1%−348−32.4%減碼歷史
LXEOLexeo Therapeutics, Inc.COM731$7,259<0.1%00.0%不變歷史
AUBNAuburn National Bancorporation, IncCOM270$7,277<0.1%00.0%不變歷史
INRInfinity Natural Resources, Inc.COM CL A495$7,291<0.1%+458+1,237.8%加碼歷史
IMVTImmunovant, Inc.COM287$7,296<0.1%+242+537.8%加碼歷史
GKOSGLAUKOS CorpCOM65$7,338<0.1%−87−57.2%減碼歷史
CTRNCiti Trends IncCOM177$7,357<0.1%+159+883.3%加碼歷史
DINDine Brands Global, Inc.COM229$7,360<0.1%+33+16.8%加碼歷史
PRAXPraxis Precision Medicines, Inc.COM NEW25$7,368<0.1%+7+38.9%加碼歷史
BMBLBumble Inc.COM CL A2,064$7,369<0.1%−98−4.5%減碼歷史
LGNDLigand Pharmaceuticals IncCOM NEW39$7,373<0.1%−35−47.3%減碼歷史
CUBICustomers Bancorp, Inc.COM101$7,385<0.1%−3−2.9%減碼歷史
RAREUltragenyx Pharmaceutical Inc.COM322$7,406<0.1%+298+1,241.7%加碼歷史
SPHRSphere Entertainment Co.CL A78$7,417<0.1%+10+14.7%加碼歷史
LNNLindsay CorpCOM63$7,426<0.1%+31+96.9%加碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7,434<0.1%00.0%不變–
PWPPerella Weinberg PartnersCLASS A COM431$7,457<0.1%−307−41.6%減碼歷史
ALITAlight, Inc. / DelawareCOM CL A3,833$7,475<0.1%+2,678+231.9%加碼歷史
STHOStar HoldingsSHS BEN INT912$7,506<0.1%−146−13.8%減碼歷史
BOCBoston Omaha CorpStock608$7,521<0.1%+608新進歷史
GABCGerman American Bancorp, Inc.Stock192$7,522<0.1%−156−44.8%減碼歷史
CRTOCriteo S.A.SPONS ADS365$7,522<0.1%+226+162.6%加碼歷史
RYAMRayonier Advanced Materials Inc.COM1,282$7,551<0.1%+96+8.1%加碼歷史
SXCSunCoke Energy, Inc.COM1,049$7,553<0.1%−1,376−56.7%減碼歷史
CALXCalix, IncCOM143$7,568<0.1%+9+6.7%加碼歷史
PUMPProPetro Holding Corp.COM799$7,599<0.1%+24+3.1%加碼歷史
MCSMarcus CorpCOM490$7,600<0.1%−108−18.1%減碼歷史
UPBUpstream Bio, Inc.COM282$7,657<0.1%−28−9.0%減碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$7,659<0.1%00.0%不變–
IOTSamsara Inc.Stock217$7,693<0.1%+108+99.1%加碼歷史
KLARKlarna Group plcStock268$7,748<0.1%+258+2,580.0%加碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS155$7,800<0.1%−41−20.9%減碼歷史
iShares Tr46436E858IBONDS 26 TRM TS341$7,800<0.1%+341新進–
SPTSprout Social, Inc.COM CL A694$7,821<0.1%+622+863.9%加碼歷史
SEMRSEMrush Holdings, Inc.CL A COM660$7,848<0.1%−8−1.2%減碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK399$7,852<0.1%−671−62.7%減碼歷史
iShares Tr464288174GL TIMB FORE ETF111$7,974<0.1%+2+1.8%加碼–
CTKBCytek Biosciences, Inc.COM1,579$7,974<0.1%−206−11.5%減碼歷史
VKTXViking Therapeutics, Inc.COM227$7,986<0.1%+190+513.5%加碼歷史
FIGSFIGS, Inc.CL A704$7,997<0.1%−150−17.6%減碼歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8,001<0.1%00.0%不變歷史
LEUCentrus Energy CorpStock33$8,012<0.1%+6+22.2%加碼歷史
ALGTAllegiant Travel COCOM94$8,016<0.1%−3−3.1%減碼歷史
SPBSpectrum Brands Holdings, Inc.COM136$8,035<0.1%−211−60.8%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX32$8,037<0.1%00.0%不變–
ROCKGibraltar Industries, Inc.COM163$8,058<0.1%−279−63.1%減碼歷史
iShares Tr46435G433MSCI USA SMCP MN186$8,059<0.1%−1−0.5%減碼–
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$8,062<0.1%00.0%不變–
BTQBTQ Technologies Corp.COM1,575$8,064<0.1%00.0%不變歷史
SPDR Series Trust78464A656ST STR TIPS ETF311$8,070<0.1%00.0%不變–
ETHEGrayscale Ethereum Staking ETFETF334$8,140<0.1%00.0%不變歷史
CVLTCommvault Systems IncCOM65$8,148<0.1%−187−74.2%減碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW657$8,160<0.1%+397+152.7%加碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF300$8,163<0.1%00.0%不變–
RPDRapid7, Inc.COM538$8,177<0.1%+337+167.7%加碼歷史
FRPHFRP Holdings, Inc.COM360$8,205<0.1%−401−52.7%減碼歷史
GCTGigaCloud Technology IncStock209$8,209<0.1%−11−5.0%減碼歷史
PZZAPapa Johns International IncStock213$8,214<0.1%+84+65.1%加碼歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF169$8,227<0.1%+42+33.1%加碼–
Earlyworks Co Ltd27030F103SPONSORED ADS1,271$8,230<0.1%+733+136.2%加碼–
JACKJack in the Box IncCOM435$8,244<0.1%+412+1,791.3%加碼歷史
iShares Tr46435G524INTL DIV GRWTH100$8,277<0.1%00.0%不變–
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10934$8,294<0.1%−149−13.8%減碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$8,306<0.1%00.0%不變–
MOMOHello Group Inc.ADS1,269$8,312<0.1%+173+15.8%加碼歷史
WTTRSelect Water Solutions, Inc.CL A COM791$8,321<0.1%+224+39.5%加碼歷史
BROSDutch Bros Inc.CL A136$8,325<0.1%−15−9.9%減碼歷史
JRVRJames River Group Holdings, Inc.COM SHS1,310$8,331<0.1%−565−30.1%減碼歷史
iShares Tr464288307MRGSTR MD CP GRW105$8,383<0.1%00.0%不變–
EFCEllington Financial Inc.COM619$8,406<0.1%−440−41.5%減碼歷史
MHMcGraw Hill, Inc.COM510$8,416<0.1%+510新進歷史
FIZZNational Beverage CorpCOM264$8,418<0.1%+69+35.4%加碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW285$8,444<0.1%−96−25.2%減碼歷史
VREXVarex Imaging CorpCOM726$8,458<0.1%−33−4.3%減碼歷史
FMBHFirst Mid Bancshares, Inc.COM217$8,463<0.1%+40+22.6%加碼歷史
GLOBGlobant S.A.COM131$8,564<0.1%+52+65.8%加碼歷史
ARTNAArtesian Resources CorpCL A271$8,566<0.1%+271新進歷史
GOODGladstone Commercial CorpCOM805$8,590<0.1%−251−23.8%減碼歷史
ENLTEnlight Renewable Energy Ltd.SHS189$8,592<0.1%+76+67.3%加碼歷史
CLSKCleanspark, Inc.COM NEW853$8,632<0.1%−344−28.7%減碼歷史
GLOOGloo Holdings, Inc.CL A1,517$8,632<0.1%+1,517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