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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
IDTIdt CorpCL B NEW10$512<0.1%−47−82.5%減碼歷史
SSTKShutterstock, Inc.COM27$516<0.1%−675−96.2%減碼歷史
ACNTAscent Industries Co.COM32$518<0.1%+19+146.2%加碼歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW339$522<0.1%+339新進歷史
MTLSMaterialise NVSPONSORED ADS94$522<0.1%+94新進歷史
PCTPureCycle Technologies, Inc.COM61$524<0.1%00.0%不變歷史
RICKRci Hospitality Holdings, Inc.COM22$525<0.1%−5−18.5%減碼歷史
ELDNEledon Pharmaceuticals, Inc.COM349$527<0.1%+349新進歷史
RMNIRimini Street, Inc.COM136$528<0.1%00.0%不變歷史
GERNGeron CorpCOM403$532<0.1%+367+1,019.4%加碼歷史
NOAHNoah Holdings LtdSPON ADS53$532<0.1%+53新進歷史
FCCOFirst Community CorpCOM18$534<0.1%−1−5.3%減碼歷史
CZWICitizens Community Bancorp Inc.COM30$535<0.1%+12+66.7%加碼歷史
ADArray Digital Infrastructure, Inc.COM10$536<0.1%−21−67.7%減碼歷史
ESCAEscalade IncCOM40$539<0.1%−6−13.0%減碼歷史
ETF Ser Solutions26922A404VIDENT INTL EQ16$539<0.1%+16新進–
KLTRKaltura IncCOM334$548<0.1%+233+230.7%加碼歷史
ERIIEnergy Recovery, Inc.COM41$553<0.1%00.0%不變歷史
ONDSOndas Inc.COM NEW57$556<0.1%+57新進歷史
GENCGencor Industries IncCOM43$557<0.1%−39−47.6%減碼歷史
SBFGSB Financial Group, Inc.COM25$557<0.1%−31−55.4%減碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$563<0.1%00.0%不變–
NAVNNavan, Inc.CL A33$564<0.1%+33新進歷史
OGIOrganigram Global Inc.COM337$566<0.1%00.0%不變歷史
SVCOSilvaco Group, Inc.COM140$567<0.1%−73−34.3%減碼歷史
NMRANeumora Therapeutics, Inc.COM319$571<0.1%−17−5.1%減碼歷史
USCBUscb Financial Holdings, Inc.CLASS A COM31$571<0.1%+8+34.8%加碼歷史
ABUSArbutus Biopharma CorpCOM119$572<0.1%00.0%不變歷史
MGTXMeiraGTx Holdings plcCOM72$572<0.1%00.0%不變歷史
GCBCGreene County Bancorp IncCOM26$578<0.1%−14−35.0%減碼歷史
HUYAHUYA Inc.ADS REP SHS A201$579<0.1%+83+70.3%加碼歷史
DHCDiversified Healthcare TrustCOM SH BEN INT120$582<0.1%00.0%不變歷史
LFMDLifeMD, Inc.COM171$583<0.1%−178−51.0%減碼歷史
CRD.ACrawford & CoCL A52$585<0.1%−8−13.3%減碼歷史
MBIMbia IncCOM82$587<0.1%00.0%不變歷史
MDLNMedline Inc.COM CL A14$588<0.1%+14新進歷史
NVECNve CorpCOM NEW10$593<0.1%−24−70.6%減碼歷史
CVLGCovenant Logistics Group, Inc.CL A27$594<0.1%−7−20.6%減碼歷史
RGCORGC Resources IncCOM28$597<0.1%−7−20.0%減碼歷史
ALTIAlTi Global, Inc.CL A129$599<0.1%+4+3.2%加碼歷史
HSTMHealthstream IncCOM26$600<0.1%−354−93.2%減碼歷史
LARLithium Argentina AGStock109$608<0.1%+7+6.9%加碼歷史
CLPRClipper Realty Inc.COM160$611<0.1%−114−41.6%減碼歷史
PACKRanpak Holdings Corp.COM CL A114$617<0.1%−152−57.1%減碼歷史
SRADSportradar Group AGCLASS A ORD SHS26$618<0.1%−42−61.8%減碼歷史
LTBRLIGHTBRIDGE CorpCOM49$619<0.1%00.0%不變歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$623<0.1%00.0%不變–
ACREAres Commercial Real Estate CorpCOM131$626<0.1%+97+285.3%加碼歷史
CLWClearwater Paper CorpCOM36$626<0.1%−28−43.8%減碼歷史
Fidelity High Dividend ETF316092840ETF11$627<0.1%00.0%不變–
RXTRackspace Technology, Inc.COM647$628<0.1%−414−39.0%減碼歷史
AAPGAscentage Pharma Group InternationalSPONSORED ADS24$630<0.1%−43−64.2%減碼歷史
MASS908 Devices Inc.COM120$631<0.1%−255−68.0%減碼歷史
ULCCFrontier Group Holdings, Inc.COM134$631<0.1%−210−61.0%減碼歷史
SPOKSpok Holdings, IncCOM48$633<0.1%−85−63.9%減碼歷史
BRCCBRC Inc.COM CL A572$635<0.1%+180+45.9%加碼歷史
BLMNBloomin' Brands, Inc.COM103$636<0.1%−989−90.6%減碼歷史
KSCPKnightscope, Inc.CL A NEW172$638<0.1%−87−33.6%減碼歷史
FSUNFirstsun Capital BancorpCOM17$640<0.1%−80−82.5%減碼歷史
EVTLVertical Aerospace Ltd.SHS NEW120$640<0.1%00.0%不變歷史
OOMAOoma IncCOM55$645<0.1%+19+52.8%加碼歷史
MKTWMarketwise, Inc.COM NEW CL A43$646<0.1%−7−14.0%減碼歷史
iShares Inc46434G822MSCI JAPAN ETF8$646<0.1%00.0%不變–
PNTGPennant Group, Inc.COM23$647<0.1%+23新進歷史
APIAgora, Inc.ADS159$647<0.1%−59−27.1%減碼歷史
TCXTucows IncCOM NEW29$650<0.1%+8+38.1%加碼歷史
ASPSAltisource Portfolio Solutions S.A.SHS NEW94$653<0.1%00.0%不變歷史
GNLXGENELUX CorpCOM150$654<0.1%00.0%不變歷史
OPALOPAL Fuels Inc.CLASS A COM281$662<0.1%+113+67.3%加碼歷史
FMAOFarmers & Merchants Bancorp IncCOM27$667<0.1%+14+107.7%加碼歷史
RAPTRAPT Therapeutics, Inc.COM NEW20$678<0.1%−38−65.5%減碼歷史
SPDR Series Trust78468R408ST TERM HIGH ETF27$682<0.1%00.0%不變–
ACTGAcacia Research CorpACACIA TCH COM184$689<0.1%+22+13.6%加碼歷史
WBTNWEBTOON Entertainment Inc.COM53$691<0.1%00.0%不變歷史
TCMDTactile Systems Technology IncCOM24$696<0.1%+9+60.0%加碼歷史
EPSNEpsilon Energy Ltd.COM152$705<0.1%+30+24.6%加碼歷史
GLLProShares Trust IIULTRASHORT GOLD27$706<0.1%+27新進歷史
MBCMasterBrand, Inc.COMMON STOCK64$707<0.1%−497−88.6%減碼歷史
SIBNSI-BONE, Inc.COM36$710<0.1%−33−47.8%減碼歷史
ABSIAbsci CorpCOM204$712<0.1%00.0%不變歷史
MBOTMicrobot Medical Inc.COM NEW357$714<0.1%00.0%不變歷史
Meridian Bank587405101COM41$721<0.1%+19+86.4%加碼–
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM51$725<0.1%+1+2.0%加碼歷史
NWFLNorwood Financial CorpCOM26$729<0.1%+3+13.0%加碼歷史
HAFNHafnia LtdORD SHS137$730<0.1%00.0%不變歷史
PFISPeoples Financial Services Corp.COM15$731<0.1%−187−92.6%減碼歷史
MGMistras Group, Inc.COM58$734<0.1%−118−67.0%減碼歷史
STXSStereotaxis, Inc.COM NEW322$740<0.1%00.0%不變歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK74$742<0.1%+51+221.7%加碼歷史
IQiQIYI, Inc.SPONSORED ADS387$743<0.1%+146+60.6%加碼歷史
LMNRLimoneira COCOM59$745<0.1%−527−89.9%減碼歷史
HIPOHippo Holdings Inc.COM NEW25$752<0.1%00.0%不變歷史
LAWCS Disco, Inc.COM98$761<0.1%−156−61.4%減碼歷史
SVCService Properties TrustCOM SH BEN INT414$762<0.1%−1,232−74.8%減碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A107$766<0.1%00.0%不變歷史
LCNBLCNB CorpCOM47$771<0.1%−1−2.1%減碼歷史
JANXJanux Therapeutics, Inc.COM56$773<0.1%−100−64.1%減碼歷史
NGSNatural Gas Services Group IncCOM23$774<0.1%+11+91.7%加碼歷史
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$775<0.1%00.0%不變–
EXFYExpensify, Inc.COM CL A513$775<0.1%−175−25.4%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