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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
BLNKBlink Charging Co.COM200$133<0.1%00.0%不變歷史
PAMTPamt CorpCOM11$133<0.1%00.0%不變歷史
BWAYBrainsway Ltd.SPONSORED ADS7$133<0.1%00.0%不變歷史
WisdomTree Tr97717X172US HGH YLD CORP3$139<0.1%00.0%不變–
LFVNLifevantage CorpCOM NEW23$141<0.1%+12+109.1%加碼歷史
STRZStarz Entertainment CorpCOM12$141<0.1%+1+9.1%加碼歷史
BARKBark, Inc.COM239$144<0.1%−1,431−85.7%減碼歷史
PRKSUnited Parks & Resorts Inc.COM4$145<0.1%−48−92.3%減碼歷史
NCNacco Industries IncCL A3$147<0.1%00.0%不變歷史
FUNDSprott Focus Trust Inc.COM17$147<0.1%00.0%不變歷史
HBBHamilton Beach Brands Holding CoCOM CL A9$148<0.1%−34−79.1%減碼歷史
BELFABel Fuse IncCL A1$152<0.1%00.0%不變歷史
NFENew Fortress Energy Inc.COM CL A134$153<0.1%+134新進歷史
RMBIRichmond Mutual Bancorporation, Inc.COM11$154<0.1%−17−60.7%減碼歷史
OESXOrion Energy Systems, Inc.COM NEW10$154<0.1%00.0%不變歷史
SMASmartStop Self Storage REIT, Inc.COMMON STOCK5$155<0.1%−120−96.0%減碼歷史
JCAPJefferson Capital, Inc.COM7$157<0.1%+7新進歷史
DMRCDigimarc CorpCOM24$157<0.1%+24新進歷史
AMPXAmprius Technologies, Inc.COMMON STOCK20$158<0.1%00.0%不變歷史
HPPHudson Pacific Properties, Inc.COM15$162<0.1%−112−88.2%減碼依 1 比 7 拆股換算歷史
JILLJ.Jill, Inc.COM12$164<0.1%+7+140.0%加碼歷史
BWMNBowman Consulting Group Ltd.COM5$165<0.1%00.0%不變歷史
SUPVGrupo Supervielle S.A.SPONSORED ADR14$165<0.1%00.0%不變歷史
YIBOPlanet Image International LtdCOMMON177$168<0.1%00.0%不變歷史
NXXTNextnrg, Inc.COM116$169<0.1%−38−24.7%減碼歷史
QDELQuidelOrtho CorpCOM6$171<0.1%−758−99.2%減碼歷史
MREOMereo BioPharma Group plcSPON ADS417$174<0.1%00.0%不變歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS7$175<0.1%−13−65.0%減碼歷史
TCITranscontinental Realty Investors IncCOM NEW3$176<0.1%00.0%不變歷史
NTZNatuzzi S P ASPON ADS75$177<0.1%−127−62.9%減碼歷史
CVRXCVRx, Inc.COM25$178<0.1%−4−13.8%減碼歷史
ASURAsure Software IncCOM19$179<0.1%+17+850.0%加碼歷史
METCRamaco Resources, Inc.COM CL A10$180<0.1%00.0%不變歷史
CURVTorrid Holdings Inc.COM185$181<0.1%+185新進歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW158$182<0.1%−297−65.3%減碼歷史
NNNextnav Inc.COMMON STOCK11$183<0.1%−23−67.6%減碼歷史
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS109$184<0.1%−240−68.8%減碼歷史
MPBMid Penn Bancorp IncCOM6$186<0.1%+2+50.0%加碼歷史
BLFYBlue Foundry BancorpCOM15$186<0.1%−2,466−99.4%減碼歷史
Aspen Insurance Holdings LtdG05384501ORD SHS CL A5$186<0.1%+5新進–
NATHNathans Famous, Inc.COM2$188<0.1%−13−86.7%減碼歷史
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS9$192<0.1%−70−88.6%減碼依 1 比 30 拆股換算歷史
AMBOAmbow Education Holding Ltd.SPONSORED ADS70$193<0.1%−19−21.3%減碼歷史
MGPIMGP Ingredients IncCOM8$194<0.1%−119−93.7%減碼歷史
GOGOGogo Inc.COM42$196<0.1%−543−92.8%減碼歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK10$198<0.1%−1−9.1%減碼歷史
AVRAnteris Technologies Global Corp.COM40$200<0.1%+9+29.0%加碼歷史
MNTKMontauk Renewables, Inc.COM123$205<0.1%−32−20.6%減碼歷史
MYOMyomo, Inc.COM NEW226$206<0.1%+25+12.4%加碼歷史
CBNAChain Bridge Bancorp IncCL A6$208<0.1%+6新進歷史
CBFVCB Financial Services, Inc.COM6$209<0.1%+3+100.0%加碼歷史
ASICAtegrity Specialty Insurance Co HoldingsCOM10$210<0.1%+10新進歷史
VIRCVirco Mfg CorporationCOM33$211<0.1%−74−69.2%減碼歷史
AVBPArriVent BioPharma, Inc.COM11$221<0.1%−26−70.3%減碼歷史
Neos ETF Trust78433H675NASDAQ 100 HIGH4$223<0.1%+1+33.3%加碼–
Capital Group Global Equity14020R107SHS7$223<0.1%00.0%不變–
CWHCamping World Holdings, Inc.CL A23$224<0.1%−1,549−98.5%減碼歷史
HOSHornbeck Offshore Services, Inc.Stock36$226<0.1%−67−65.0%減碼歷史
GPROGoPro, Inc.CL A163$230<0.1%−201−55.2%減碼歷史
HNVRHanover Bancorp, Inc.COM10$231<0.1%+10新進歷史
ORGOOrganogenesis Holdings Inc.COM45$233<0.1%+45新進歷史
SKILSkillsoft Corp.CL A25$233<0.1%+4+19.0%加碼歷史
TBITrueBlue, Inc.COM52$237<0.1%+50+2,500.0%加碼歷史
VMDViemed Healthcare, Inc.COM32$237<0.1%−2−5.9%減碼歷史
ARAIArrive AI Inc.COM NEW91$239<0.1%00.0%不變歷史
MBLYMobileye Global Inc.Stock23$240<0.1%+5+27.8%加碼歷史
FDMT4D Molecular Therapeutics, Inc.COM32$240<0.1%00.0%不變歷史
NNOXNano-X Imaging Ltd.ORD SHS86$240<0.1%−2,277−96.4%減碼歷史
MVISMicrovision, Inc.COM NEW293$243<0.1%+212+261.7%加碼歷史
REAXReal REMAX Group Inc.COM NEW67$245<0.1%+66+6,600.0%加碼歷史
GOCOGoHealth, Inc.CL A NEW114$245<0.1%+67+142.6%加碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG19$246<0.1%−50−72.5%減碼歷史
PEBKPeoples Bancorp of North Carolina IncCOM7$253<0.1%00.0%不變歷史
COSOCoastalSouth Bancshares, Inc.COM NEW11$256<0.1%+11新進歷史
AOSLAlpha & Omega Semiconductor LtdSHS13$258<0.1%−18−58.1%減碼歷史
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10$258<0.1%00.0%不變歷史
GLIBALiberty Capital CorpSER A GCI GROUP7$258<0.1%−32−82.1%減碼歷史
SAMGSilvercrest Asset Management Group Inc.CL A17$258<0.1%−25−59.5%減碼歷史
BAERBridger Aerospace Group Holdings, Inc.COM143$262<0.1%−166−53.7%減碼歷史
COFSChoiceone Financial Services IncCOM9$266<0.1%−8−47.1%減碼歷史
ISTRInvestar Holding CorpCOM10$267<0.1%+2+25.0%加碼歷史
COOKTraeger, Inc.COMMON STOCK247$267<0.1%−97−28.2%減碼歷史
BZAIBlaize Holdings, Inc.COM138$269<0.1%+138新進歷史
VALUValue Line IncCOM7$269<0.1%+2+40.0%加碼歷史
LFCRLifecore Biomedical, Inc.COM33$270<0.1%−28−45.9%減碼歷史
DFHDream Finders Homes, Inc.COM CL A16$274<0.1%−14−46.7%減碼歷史
BWFGBankwell Financial Group, Inc.COM6$275<0.1%+2+50.0%加碼歷史
PCYOPure Cycle CorpCOM NEW25$275<0.1%+2+8.7%加碼歷史
POWWOutdoor Holding CoCOM162$277<0.1%−84−34.1%減碼歷史
INSGInseego Corp.COM27$277<0.1%00.0%不變歷史
PRZOParaZero Technologies Ltd.SHS341$278<0.1%+341新進歷史
SRTAStrata Critical Medical, Inc.CL A COM58$279<0.1%00.0%不變歷史
LDIloanDepot, Inc.COM CL A135$279<0.1%00.0%不變歷史
BHBBar Harbor BanksharesCOM9$279<0.1%−397−97.8%減碼歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES8$281<0.1%00.0%不變歷史
HEREHere Group LtdADS55$281<0.1%−5,939−99.1%減碼歷史
IDRIdaho Strategic Resources, Inc.COM NEW7$282<0.1%−57−89.1%減碼歷史
AISPAirship AI Holdings, Inc.COM99$286<0.1%+35+54.7%加碼歷史
BZUNBaozun Inc.SPONSORED ADR108$287<0.1%+108新進歷史
ACNBAcnb CorpCOM6$290<0.1%−231−97.5%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