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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
BETRBetter Home & Finance Holding CoCOM NEW CL A9$293<0.1%00.0%不變歷史
METCBRamaco Resources, Inc.COM CL B25$294<0.1%00.0%不變歷史
ECBKECB Bancorp, Inc.COM17$296<0.1%+4+30.8%加碼歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF14$299<0.1%−32−69.6%減碼–
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$300<0.1%00.0%不變–
EDNEdenorSPON ADR10$300<0.1%−1−9.1%減碼歷史
DDLDingdong (Cayman) LtdADS121$301<0.1%−384−76.0%減碼歷史
AMLXAmylyx Pharmaceuticals, Inc.COM25$302<0.1%00.0%不變歷史
iShares Inc464286665MSCI PAC JP ETF6$303<0.1%00.0%不變–
SSTISoundthinking, Inc.COM38$305<0.1%−29−43.3%減碼歷史
PLAYDave & Buster's Entertainment, Inc.COM19$308<0.1%−25−56.8%減碼歷史
EEXEmerald Holding, Inc.COM69$308<0.1%−7−9.2%減碼歷史
NRDYNerdy Inc.CL A COM299$311<0.1%+38+14.6%加碼歷史
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS3$314<0.1%+3新進–
HCKTHackett Group, Inc.COM16$314<0.1%+13+433.3%加碼歷史
ISPRIspire Technology Inc.COM113$316<0.1%−55−32.7%減碼歷史
MRSNMersana Therapeutics, Inc.COM11$318<0.1%−3−21.4%減碼歷史
Solana ETF92864M822ETP25$319<0.1%+15+150.0%加碼–
PMTSCPI Card Group Inc.COM NEW22$323<0.1%+21+2,100.0%加碼歷史
AUTLAutolus Therapeutics plcSPON ADS163$324<0.1%−1,502−90.2%減碼歷史
GOTUGaotu Techedu Inc.SPONSORED ADS140$325<0.1%−52−27.1%減碼歷史
ICHRIchor Holdings, Ltd.SHS18$331<0.1%+15+500.0%加碼歷史
BEAMBeam Therapeutics Inc.COM12$333<0.1%+5+71.4%加碼歷史
FBLAFB Bancorp, Inc.COM26$334<0.1%+11+73.3%加碼歷史
FLLFull House Resorts IncCOM128$334<0.1%−76−37.3%減碼歷史
BOOMDMC Global Inc.COM50$335<0.1%−207−80.5%減碼歷史
NPWRNet Power Inc.COM CL A147$335<0.1%−24−14.0%減碼歷史
FORTYFormula Systems (1985) LtdSPONSORED ADS2$335<0.1%−11−84.6%減碼歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR7$338<0.1%−26−78.8%減碼–
NXDTNexpoint Diversified Real Estate TrustCOM NEW89$341<0.1%−80−47.3%減碼歷史
CIFMFS Intermediate High Income FundSH BEN INT202$343<0.1%+202新進歷史
MDVModiv Industrial, Inc.COM STK CL C24$345<0.1%−59−71.1%減碼歷史
IIIInformation Services Group Inc.COM61$352<0.1%+32+110.3%加碼歷史
JAKKJakks Pacific IncCOM NEW21$354<0.1%−48−69.6%減碼歷史
OPRXOptimizeRx CorpCOM NEW29$355<0.1%−2−6.5%減碼歷史
VOXRVox Royalty Corp.COM75$356<0.1%00.0%不變歷史
STROSutro Biopharma, Inc.COM31$359<0.1%−14−31.7%減碼依 1 比 10 拆股換算歷史
VTYXVentyx Biosciences, Inc.COM40$361<0.1%−90−69.2%減碼歷史
JYNTJOINT CorpCOM42$367<0.1%+35+500.0%加碼歷史
NKSHNational Bankshares IncCOM11$369<0.1%+4+57.1%加碼歷史
SNFCASecurity National Financial CorpCL A NEW41$369<0.1%+23+127.8%加碼歷史
SILASila Realty Trust, Inc.COMMON STOCK16$373<0.1%−70−81.4%減碼歷史
WWRWestwater Resources, Inc.COM NEW500$375<0.1%00.0%不變歷史
GameStop Corp Class36467W117*W EXP 10/30/202125$376<0.1%+125新進–
FSTRFoster L B CoCOM14$377<0.1%00.0%不變歷史
KLCKinderCare Learning Companies, Inc.COM88$380<0.1%+85+2,833.3%加碼歷史
PSECProspect Capital CorpCOM148$384<0.1%−1,661−91.8%減碼歷史
ARQArq, Inc.COM118$386<0.1%+101+594.1%加碼歷史
REIRing Energy, Inc.COM444$386<0.1%−964−68.5%減碼歷史
EMLEastern CoCOM20$393<0.1%−22−52.4%減碼歷史
BALYBally's CorpCOMMON STOCK24$397<0.1%+4+20.0%加碼歷史
HSHPHimalaya Shipping Ltd.ORD SHS44$400<0.1%+10+29.4%加碼歷史
IHiHuman Inc.ADS COMMON191$401<0.1%−114−37.4%減碼歷史
EGANEGAIN CorpCOM NEW39$402<0.1%00.0%不變歷史
PRSUPursuit Attractions & Hospitality, Inc.COM12$404<0.1%−28−70.0%減碼歷史
FHTXFoghorn Therapeutics Inc.COM75$405<0.1%00.0%不變歷史
ICGIntchains Group LtdADS REPSTG CL A226$405<0.1%−788−77.7%減碼歷史
DCGODocGo Inc.COM464$407<0.1%+263+130.8%加碼歷史
AIVApartment Investment & Management CoCL A69$410<0.1%+69新進歷史
XRPZFranklin XRP TrustFRANKLIN XRP ETF21$418<0.1%+21新進歷史
NBISNebius Group N.V.Stock5$419<0.1%+5新進歷史
RPCRidgepost Capital, Inc.CL A COM43$422<0.1%−2,431−98.3%減碼歷史
VGVenture Global, Inc.COM CL A62$423<0.1%−124−66.7%減碼歷史
TUYATuya Inc.SPONSERED ADS202$426<0.1%−737−78.5%減碼歷史
BHEBenchmark Electronics IncCOM10$428<0.1%−48−82.8%減碼歷史
ALARAlarum Technologies Ltd.ADR50$429<0.1%−155−75.6%減碼歷史
BFRGBullFrog AI Holdings, Inc.COM486$429<0.1%+486新進歷史
EUenCore Energy Corp.COM NEW174$432<0.1%00.0%不變歷史
BWLPBW LPG LtdCOM33$432<0.1%+33新進歷史
WOLFWolfspeed, Inc.COMMON STOCK25$435<0.1%+23+1,150.0%加碼歷史
FLXBingEx LtdSPONSORED ADS A137$436<0.1%−295−68.3%減碼歷史
COTYCoty Inc.COM CL A142$437<0.1%+99+230.2%加碼歷史
SNCRSynchronoss Technologies IncCOM NEW51$437<0.1%+17+50.0%加碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$440<0.1%00.0%不變–
ANGIAngi Inc.CL A NEW34$440<0.1%−655−95.1%減碼歷史
INNVInnovAge Holding Corp.COM85$441<0.1%+4+4.9%加碼歷史
CDZICadiz IncCOM NEW79$443<0.1%00.0%不變歷史
GEF.BGreif, IncCL B6$449<0.1%−178−96.7%減碼歷史
OSGOctave Specialty Group IncCOM NEW58$451<0.1%−14−19.4%減碼歷史
FRAFFranklin Financial Services CorpCOM9$452<0.1%+3+50.0%加碼歷史
SYBTStock Yards Bancorp, Inc.COM7$455<0.1%−187−96.4%減碼歷史
FFFutureFuel Corp.COM146$465<0.1%−159−52.1%減碼歷史
MECMayville Engineering Company, Inc.COM25$468<0.1%−41−62.1%減碼歷史
QSIQuantum-Si IncCOM CL A427$470<0.1%00.0%不變歷史
FCAPFirst Capital IncCOM8$474<0.1%+1+14.3%加碼歷史
NVXNOVONIX LtdSPONSORED ADS469$474<0.1%−441−48.5%減碼歷史
CTGOContango Silver & Gold Inc.COM18$475<0.1%+3+20.0%加碼歷史
Thrivent ETF Trust88588G406SMALL CAP VALUE18$478<0.1%+18新進–
GWRSGlobal Water Resources, Inc.COM57$482<0.1%−69−54.8%減碼歷史
ORKAOruka Therapeutics, Inc.COM16$485<0.1%00.0%不變歷史
UAAUnder Armour, Inc.Stock98$486<0.1%−82−45.6%減碼歷史
VOCVOC Energy TrustTR UNIT180$486<0.1%00.0%不變歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM40$491<0.1%−4,493−99.1%減碼歷史
TSHATaysha Gene Therapies, Inc.COM SHS91$501<0.1%00.0%不變歷史
CMTCore Molding Technologies IncCOM25$501<0.1%−70−73.7%減碼歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$503<0.1%00.0%不變–
TELOTelomir Pharmaceuticals, Inc.COM379$504<0.1%00.0%不變歷史
NODKNI Holdings, Inc.COM38$506<0.1%00.0%不變歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$507<0.1%−509−95.9%減碼歷史
AFRIForafric Global PLCORDINARY SHARES46$507<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