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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
HURATuHURA Biosciences, Inc.COM65$49<0.1%−5−7.1%減碼歷史
HCATHealth Catalyst, Inc.COM21$50<0.1%+21新進歷史
VERAVera Therapeutics, Inc.CL A1$51<0.1%+1新進歷史
KRUSKura Sushi USA, Inc.CL A COM1$52<0.1%−67−98.5%減碼歷史
EVOEvotec SESPONSORED ADS17$52<0.1%−119−87.5%減碼歷史
OPADOfferpad Solutions Inc.COM CL A43$52<0.1%00.0%不變歷史
LVWRLiveWire Group, Inc.COM12$53<0.1%00.0%不變歷史
MPTIM-tron Industries, Inc.COM1$53<0.1%00.0%不變歷史
LNZALanzaTech Global, Inc.COM NEW4$55<0.1%−1−20.0%減碼歷史
AIRTAir T IncCOM3$56<0.1%+3新進歷史
PSIXPower Solutions International, Inc.Stock1$57<0.1%+1新進歷史
CXDOCrexendo, Inc.COM9$58<0.1%+6+200.0%加碼歷史
SGCSuperior Group of Companies, Inc.COM6$58<0.1%−17−73.9%減碼歷史
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL2$58<0.1%00.0%不變–
DSPViant Technology Inc.COM CL A5$60<0.1%+5新進歷史
BRBSBlue Ridge Bankshares, Inc.COM14$60<0.1%−464−97.1%減碼歷史
TMCITreace Medical Concepts, Inc.COM25$61<0.1%−280−91.8%減碼歷史
CARLCarlsmed, Inc.COM5$62<0.1%+5新進歷史
TRAKReposiTrak, Inc.COM NEW5$62<0.1%−3−37.5%減碼歷史
SRBKSR Bancorp, Inc.COM4$63<0.1%00.0%不變歷史
ARLAmerican Realty Investors IncCOM4$64<0.1%00.0%不變歷史
ONEWOneWater Marine Inc.CL A COM6$65<0.1%−20−76.9%減碼歷史
CHPTChargePoint Holdings, Inc.Stock10$66<0.1%00.0%不變歷史
CLPTClearPoint Neuro, Inc.COM5$68<0.1%00.0%不變歷史
GBFHGBank Financial Holdings Inc.COM2$68<0.1%−5−71.4%減碼歷史
IBTAIbotta, Inc.CLASS A COM SHS3$68<0.1%−80−96.4%減碼歷史
STRSStratus Properties IncCOM NEW3$72<0.1%+1+50.0%加碼歷史
OSUROrasure Technologies IncCOM30$73<0.1%−1,078−97.3%減碼歷史
SBDSSolo Brands, Inc.COM CL A NEW12$73<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM90$74<0.1%−382−80.9%減碼歷史
IMMPIMMUTEP LtdSPONSORED ADS26$74<0.1%00.0%不變歷史
CIG.CEnergy Co of Minas GeraisSPONSORED ADR29$75<0.1%00.0%不變歷史
BKTIBK Technologies CorpCOM NEW1$75<0.1%+1新進歷史
FUNCFirst United CorpCOM2$75<0.1%−16−88.9%減碼歷史
TRVGtrivago N.V.SPON ADS A SHS26$75<0.1%00.0%不變歷史
EPACEnerpac Tool Group CorpCL A COM2$76<0.1%+2新進歷史
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$76<0.1%00.0%不變–
CHGGChegg, IncCOM82$76<0.1%−62−43.1%減碼歷史
FXNCFirst National CorpCOM3$76<0.1%+1+50.0%加碼歷史
GCT Semiconductor Holding, Inc.20607V106COM CL A65$78<0.1%−90−58.1%減碼–
AIXIXiao-I CorpADS190$78<0.1%00.0%不變歷史
LARKLandmark Bancorp IncCOM3$79<0.1%−1−25.0%減碼歷史
SEATVivid Seats Inc.COM CL A11$79<0.1%−1−8.3%減碼歷史
KROKronos Worldwide IncCOM18$80<0.1%−4−18.2%減碼歷史
DOUGDouglas Elliman Inc.COM34$81<0.1%+34新進歷史
ZVRAZevra Therapeutics, Inc.COM NEW9$81<0.1%+2+28.6%加碼歷史
Thrivent ETF Trust88588G109SMAL MID CAP ETF2$83<0.1%+2新進–
AMCAMC Entertainment Holdings, Inc.CL A NEW53$83<0.1%+18+51.4%加碼歷史
PHATPhathom Pharmaceuticals, Inc.COM5$83<0.1%−66−93.0%減碼歷史
SLNDSouthland Holdings, Inc.COM25$83<0.1%−26−51.0%減碼歷史
RDWRedwire CorpStock11$84<0.1%−12−52.2%減碼歷史
ACRACRES Commercial Realty Corp.COM NEW4$85<0.1%00.0%不變歷史
Victory Portfolios II92647N824VCSHS US EQ INCM1$86<0.1%−200−99.5%減碼–
EZPZFranklin Crypto TrustETP4$86<0.1%00.0%不變歷史
ATEXAnterix Inc.COM4$87<0.1%−49−92.5%減碼歷史
TYGTortoise Energy Infrastructure CorpCOM2$87<0.1%00.0%不變歷史
MPXMarine Products Group, LLCCOM10$88<0.1%−4−28.6%減碼歷史
STRWStrawberry Fields REIT, Inc.COM7$91<0.1%−266−97.4%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF4$92<0.1%+1+33.3%加碼–
WEYSWeyco Group IncCOM3$92<0.1%−1−25.0%減碼歷史
CIXCompx International IncCL A4$94<0.1%−4−50.0%減碼歷史
Kraneshares Tr500767835MSCI ALL CHINA6$95<0.1%+1+20.0%加碼–
BTAIQBioXcel Therapeutics, Inc.COM NEW60$96<0.1%00.0%不變歷史
NAUTNautilus Biotechnology, Inc.COM49$96<0.1%−180−78.6%減碼歷史
Goldman Sachs ETF Tr381430396JUST US LRG CP1$97<0.1%00.0%不變–
MYPSPLAYSTUDIOS, Inc.CLASS A COM150$98<0.1%−835−84.8%減碼歷史
SWBISmith & Wesson Brands, Inc.COM10$99<0.1%−30−75.0%減碼歷史
EVIEvi Industries, Inc.COM4$99<0.1%00.0%不變歷史
SIShoulder Innovations, Inc.COMMON STOCK7$100<0.1%+7新進歷史
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%不變–
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%00.0%不變–
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$101<0.1%00.0%不變–
WisdomTree Tr97717W208US HIGH DIVIDEND1$102<0.1%00.0%不變–
FRDFriedman Industries IncCOM5$102<0.1%00.0%不變歷史
TALKTalkspace, Inc.COM28$102<0.1%00.0%不變歷史
AOMRAngel Oak Mortgage REIT, Inc.COM12$103<0.1%−36−75.0%減碼歷史
ADEAAdeia Inc.COM6$104<0.1%−106−94.6%減碼歷史
SPRYARS Pharmaceuticals, Inc.COM9$105<0.1%+9新進歷史
GLSIGreenwich LifeSciences, Inc.COM5$105<0.1%−27−84.4%減碼歷史
MOLNMolecular Partners AGADS24$105<0.1%−131−84.5%減碼歷史
FSPFranklin Street Properties CorpCOM112$106<0.1%+21+23.1%加碼歷史
CEVACeva IncCOM5$108<0.1%−15−75.0%減碼歷史
iShares Inc464286509MSCI CDA ETF2$108<0.1%00.0%不變–
BBSIBarrett Business Services IncCOM3$109<0.1%−391−99.2%減碼歷史
STEXStreamex Corp.COM36$109<0.1%00.0%不變歷史
SPDR Series Trust78468R549SP O&G EQP SERV1$115<0.1%00.0%不變–
CRMDCorMedix Inc.COM10$116<0.1%−1−9.1%減碼歷史
TEADTeads Holding Co.COM165$116<0.1%+129+358.3%加碼歷史
Kuke Music Hldg Ltd501229108SPONSORED ADS5,831$117<0.1%−1,460−20.0%減碼–
UBFOUnited Security BancsharesCOM12$121<0.1%−1−7.7%減碼歷史
DXFEason Technology LtdCOM80$122<0.1%−341−81.0%減碼歷史
ZSPCzSpace, Inc.COM263$123<0.1%+263新進歷史
ATYRaTYR PHARMA INCCOM NEW161$126<0.1%+161新進歷史
INMBInmune Bio, Inc.COM81$126<0.1%+81新進歷史
BTMDbiote Corp.CLASS A COM49$128<0.1%−6−10.9%減碼歷史
AKAA.K.A. Brands Holding Corp.COM12$128<0.1%−3−20.0%減碼歷史
IONRioneer LtdADS27$130<0.1%−1,034−97.5%減碼歷史
PDLBPonce Financial Group, Inc.COMMON STOCK8$131<0.1%+2+33.3%加碼歷史
WisdomTree Tr97717X511YIELD ENHANCD US3$132<0.1%00.0%不變–
GENVRGen Digital Inc.COM29$132<0.1%00.0%不變歷史

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