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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
ALECAlector, Inc.COM504$786<0.1%−684−57.6%減碼歷史
AARDAardvark Therapeutics, Inc.COM60$788<0.1%00.0%不變歷史
MBXMBX Biosciences, Inc.COM25$789<0.1%+2+8.7%加碼歷史
GETYGetty Images Holdings, Inc.CL A COM590$791<0.1%−438−42.6%減碼歷史
GRPNGroupon, Inc.COM NEW45$792<0.1%+22+95.7%加碼歷史
TRNSTranscat IncCOM14$794<0.1%+11+366.7%加碼歷史
OLPXOlaplex Holdings, Inc.COM597$800<0.1%−1,729−74.3%減碼歷史
CURICuriosityStream Inc.COM CL A211$802<0.1%−6−2.8%減碼歷史
Abrdn ETFs003261203BBRG ALL COMMDY26$805<0.1%00.0%不變–
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$809<0.1%00.0%不變–
ABXAbacus Global Management, Inc.CL A95$813<0.1%−73−43.5%減碼歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN29$818<0.1%−35−54.7%減碼歷史
SIONSionna Therapeutics, Inc.COM20$823<0.1%00.0%不變歷史
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS20$826<0.1%00.0%不變歷史
HRTXHeron Therapeutics, Inc.COM641$833<0.1%−1,104−63.3%減碼歷史
RVSBRiverview Bancorp IncCOM166$833<0.1%+38+29.7%加碼歷史
FETHFidelity Ethereum FundSHS28$835<0.1%00.0%不變歷史
AEYEAudioeye IncCOM NEW84$839<0.1%−8−8.7%減碼歷史
INSEInspired Entertainment, Inc.COM90$843<0.1%+37+69.8%加碼歷史
IMXIInternational Money Express, Inc.COM55$845<0.1%+5+10.0%加碼歷史
DVAXDynavax Technologies CorpCOM NEW55$846<0.1%00.0%不變歷史
IIPRInnovative Industrial Properties IncCOM18$852<0.1%−78−81.3%減碼歷史
BFINBankFinancial CORPCOM71$852<0.1%+22+44.9%加碼歷史
SWIMLatham Group, Inc.COM135$857<0.1%−31−18.7%減碼歷史
ABOSAcumen Pharmaceuticals, Inc.COM407$859<0.1%00.0%不變歷史
SPCEVirgin Galactic Holdings, IncStock268$860<0.1%00.0%不變歷史
PRTAProthena Corp Public Ltd CoSHS90$860<0.1%00.0%不變歷史
AGENAgenus IncCOM NEW274$860<0.1%00.0%不變歷史
VALNValneva SESPONSORED ADS98$864<0.1%−2−2.0%減碼歷史
GAMEGameSquare Holdings, Inc.COM2,265$872<0.1%00.0%不變歷史
EDITEditas Medicine, Inc.COM426$873<0.1%−21−4.7%減碼歷史
ALTGAlta Equipment Group Inc.COMMON STOCK190$874<0.1%+64+50.8%加碼歷史
PALProficient Auto Logistics, IncCOM91$878<0.1%+13+16.7%加碼歷史
SOCSable Offshore Corp.COM SHS98$884<0.1%−285−74.4%減碼歷史
FORRForrester Research, Inc.COM109$885<0.1%−133−55.0%減碼歷史
THTarget Hospitality Corp.COM111$889<0.1%−66−37.3%減碼歷史
PLBCPlumas BancorpCOM20$893<0.1%−878−97.8%減碼歷史
SHAKShake Shack Inc.CL A11$893<0.1%−133−92.4%減碼歷史
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$899<0.1%00.0%不變歷史
RCReady Capital CorpCOM416$907<0.1%+416新進歷史
NGNENeurogene Inc.COM44$907<0.1%00.0%不變歷史
XRXXerox Holdings CorpCOM NEW383$908<0.1%−144−27.3%減碼歷史
SHOEShoe Station Group IncCOM54$912<0.1%−136−71.6%減碼歷史
GPMTGranite Point Mortgage Trust Inc.COM STK386$926<0.1%−126−24.6%減碼歷史
AGIOAgios Pharmaceuticals, Inc.COM34$926<0.1%−28−45.2%減碼歷史
PIMCO ETF Tr72201R619PREFERRED AND CP18$927<0.1%−40−69.0%減碼–
OMOutset Medical, Inc.COM NEW250$927<0.1%+206+468.2%加碼歷史
ODCOil-Dri Corp of AmericaCOM19$930<0.1%−1−5.0%減碼歷史
PRTHPriority Technology Holdings, Inc.COM171$932<0.1%−1,389−89.0%減碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$938<0.1%00.0%不變–
CERTCertara, Inc.COM107$943<0.1%−331−75.6%減碼歷史
OCULOcular Therapeutix, IncCOM78$947<0.1%−2−2.5%減碼歷史
XPELXPEL, Inc.COM19$948<0.1%00.0%不變歷史
CLLSCellectis S.A.SPON ADS196$949<0.1%00.0%不變歷史
BBCPConcrete Pumping Holdings, Inc.COM143$960<0.1%−51−26.3%減碼歷史
CCOICogent Communications Holdings, Inc.COM NEW45$970<0.1%−125−73.5%減碼歷史
BPRNPrinceton Bancorp, Inc.COM28$971<0.1%+9+47.4%加碼歷史
REPLReplimune Group, Inc.COM100$972<0.1%00.0%不變歷史
PKOHPark Ohio Holdings CorpCOM47$984<0.1%+2+4.4%加碼歷史
SLQTSelectQuote, Inc.COM698$984<0.1%−1,651−70.3%減碼歷史
CLARClarus CorpCOM294$985<0.1%−33−10.1%減碼歷史
CARSCars.com Inc.COM81$988<0.1%−63−43.8%減碼歷史
AMALAmalgamated Financial Corp.COM31$993<0.1%−30−49.2%減碼歷史
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH50$995<0.1%+50新進–
FPIFarmland Partners Inc.COM103$998<0.1%−1,703−94.3%減碼歷史
VNOMViper Energy, Inc.CL A26$1,005<0.1%−598−95.8%減碼歷史
FVCBFVCBankcorp, Inc.COM73$1,015<0.1%+18+32.7%加碼歷史
Federated Hermes ETF Trust31423L883ENHANCED INCOME20$1,020<0.1%+20新進–
WisdomTree Tr97717W315EMER MKT HIGH FD22$1,028<0.1%00.0%不變–
CVGICommercial Vehicle Group, Inc.COM717$1,033<0.1%−367−33.9%減碼歷史
EFSIEagle Financial Services IncCOM26$1,034<0.1%−6−18.8%減碼歷史
BVBrightView Holdings, Inc.COM82$1,039<0.1%−241−74.6%減碼歷史
FENCFennec Pharmaceuticals Inc.COM135$1,039<0.1%00.0%不變歷史
LYRALyra Therapeutics, Inc.COM NEW338$1,041<0.1%−7−2.0%減碼歷史
FIGFigma, Inc.Stock28$1,046<0.1%+28新進歷史
LKFTLakefront Biotherapeutics NVSPON ADR32$1,046<0.1%−277−89.6%減碼歷史
MPAAMotorcar Parts of America IncCOM86$1,061<0.1%−26−23.2%減碼歷史
ULHUniversal Logistics Holdings, Inc.COM70$1,063<0.1%−28−28.6%減碼歷史
TCBXThird Coast Bancshares, Inc.COM28$1,064<0.1%−187−87.0%減碼歷史
Orla MNG Ltd New68634K106COM79$1,064<0.1%+79新進–
SGSweetgreen, Inc.COM CL A158$1,068<0.1%+158新進歷史
DNTHDianthus Therapeutics, Inc.COM26$1,071<0.1%00.0%不變歷史
NLNli Holdings, Inc.COM NEW196$1,072<0.1%−9−4.4%減碼歷史
DFINDonnelley Financial Solutions, Inc.COM23$1,074<0.1%−8−25.8%減碼歷史
GBTGGlobal Business Travel Group, Inc.COM CL A141$1,079<0.1%−53−27.3%減碼歷史
GAMGeneral American Investors Co IncCOM18$1,085<0.1%+1+5.9%加碼歷史
CSTLCastle Biosciences IncCOM28$1,089<0.1%+8+40.0%加碼歷史
RDNWRideNow Group, Inc.COM CL B198$1,093<0.1%−15−7.0%減碼歷史
TNYATenaya Therapeutics, Inc.COM1,541$1,096<0.1%−1,088−41.4%減碼歷史
OTLKOutlook Therapeutics, Inc.Stock696$1,100<0.1%00.0%不變歷史
TYRATyra Biosciences, Inc.COM42$1,105<0.1%−2−4.5%減碼歷史
ASLEAerSale CorpCOM156$1,109<0.1%−203−56.5%減碼歷史
SLDESlide Insurance Holdings, Inc.COM57$1,110<0.1%+57新進歷史
BLZEBackblaze, Inc.COM CL A238$1,110<0.1%+43+22.1%加碼歷史
RPTRithm Property Trust Inc.COM NEW SHS67$1,111<0.1%−55−44.9%減碼依 1 比 6 拆股換算歷史
iShares Inc464286392MSCI WORLD ETF6$1,115<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1,116<0.1%00.0%不變–
VYGRVoyager Therapeutics, Inc.COM285$1,121<0.1%00.0%不變歷史
FNLCFirst Bancorp, IncCOM43$1,137<0.1%−385−90.0%減碼歷史
CANGCango Inc.ORD CL A765$1,148<0.1%−1,231−61.7%減碼依 2 比 1 拆股換算歷史

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