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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
TRCTejon Ranch CoCOM73$1,152<0.1%−564−88.5%減碼歷史
RIGLRigel Pharmaceuticals IncCOM NEW27$1,157<0.1%+27新進歷史
MDXGMimedx Group, Inc.COM171$1,158<0.1%−154−47.4%減碼歷史
MSEXMiddlesex Water CoCOM23$1,160<0.1%−140−85.9%減碼歷史
HYLNHyliion Holdings Corp.COMMON STOCK634$1,167<0.1%00.0%不變歷史
EBMTEagle Bancorp Montana, Inc.COM59$1,174<0.1%+13+28.3%加碼歷史
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1,181<0.1%00.0%不變–
NWPXNWPX Infrastructure, Inc.COM19$1,187<0.1%−2−9.5%減碼歷史
BVFLBV Financial, Inc.COM NEW66$1,197<0.1%+9+15.8%加碼歷史
NNENano Nuclear Energy Inc.COM50$1,201<0.1%+16+47.1%加碼歷史
MXCTMaxcyte, Inc.COM776$1,203<0.1%−243−23.8%減碼歷史
REPXRiley Exploration Permian, Inc.COM46$1,214<0.1%−20−30.3%減碼歷史
TRUETrueCar, Inc.COM538$1,216<0.1%+128+31.2%加碼歷史
BKSYBlackSky Technology Inc.CL A NEW65$1,219<0.1%00.0%不變歷史
WLFCWillis Lease Finance CorpCOM9$1,221<0.1%−160−94.7%減碼歷史
LLYVALiberty Live Holdings, Inc.COM SER A15$1,224<0.1%+1+7.1%加碼歷史
OXMOxford Industries IncCOM36$1,231<0.1%−11−23.4%減碼歷史
Iclick Interactive Asia Grou45113Y104SPONSORED ADR713$1,233<0.1%+498+231.6%加碼–
CLNEClean Energy Fuels Corp.COM588$1,235<0.1%+369+168.5%加碼歷史
Tidal ETF Tr886364306SOFI NEXT 50076$1,237<0.1%00.0%不變–
SWK Holdings Corp78501P203COM NEW72$1,238<0.1%+19+35.8%加碼–
RMRegional Management Corp.COM32$1,241<0.1%00.0%不變歷史
GOGrocery Outlet Holding Corp.COM123$1,243<0.1%−604−83.1%減碼歷史
SLPSimulations Plus, Inc.COM69$1,258<0.1%+41+146.4%加碼歷史
PSQHPSQ Holdings, Inc.CL A1,224$1,261<0.1%+157+14.7%加碼歷史
GRSDGRANDSTAND LtdORDINARY SHARES231$1,261<0.1%+230+23,000.0%加碼歷史
AEVAAeva Technologies, Inc.COM NEW95$1,262<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,262<0.1%00.0%不變–
ATRCAtriCure, Inc.COM32$1,266<0.1%−29−47.5%減碼歷史
IVVDInvivyd, Inc.COM514$1,270<0.1%00.0%不變歷史
FSFGFirst Savings Financial Group, Inc.COM40$1,275<0.1%−4−9.1%減碼歷史
XPOFXponential Fitness, Inc.COM CL A155$1,276<0.1%−36−18.8%減碼歷史
MYFWFirst Western Financial IncCOM48$1,287<0.1%+2+4.3%加碼歷史
CEPUCentral Puerto S.A.SPONSORED ADR74$1,295<0.1%00.0%不變歷史
PSNLPersonalis, Inc.COM165$1,313<0.1%00.0%不變歷史
VABKVirginia National Bankshares CorpCOM33$1,316<0.1%+4+13.8%加碼歷史
FUBOFuboTV Inc.COM525$1,323<0.1%−220−29.5%減碼歷史
ACICAmerican Coastal Insurance CorpCOM105$1,327<0.1%00.0%不變歷史
KODKEastman Kodak CoCOM NEW157$1,328<0.1%−283−64.3%減碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1,335<0.1%00.0%不變–
CORZCore Scientific, Inc.COM92$1,340<0.1%−89−49.2%減碼歷史
iShares Tr464288752US HOME CONS ETF14$1,348<0.1%+14新進–
CFBKCF Bankshares Inc.COM54$1,348<0.1%+24+80.0%加碼歷史
BQBoqii Holding LtdCOM SHS CL A664$1,348<0.1%+664新進歷史
iShares MSCI India ETF46429B598ETF25$1,351<0.1%00.0%不變–
PUBMPubMatic, Inc.COM CL A153$1,357<0.1%+140+1,076.9%加碼歷史
Global X FDS37954Y483NASDAQ 100 COVER77$1,361<0.1%00.0%不變–
BHCBausch Health Companies Inc.Stock196$1,362<0.1%+121+161.3%加碼歷史
PBFSPioneer Bancorp, Inc.COM101$1,362<0.1%+8+8.6%加碼歷史
Global X FDS37954Y467E COMMERCE ETF42$1,365<0.1%00.0%不變–
RXSTRxSight, Inc.COM131$1,365<0.1%−247−65.3%減碼歷史
JBIOJade Biosciences, Inc.COM NEW89$1,373<0.1%+88+8,800.0%加碼歷史
AIRSAirsculpt Technologies, Inc.COM696$1,378<0.1%−40−5.4%減碼歷史
ACRSAclaris Therapeutics, Inc.COM458$1,379<0.1%00.0%不變歷史
RCKYRocky Brands, Inc.COM47$1,379<0.1%00.0%不變歷史
CDLXCardlytics, Inc.COM1,208$1,389<0.1%+1,208新進歷史
LNKBLINKBANCORP, Inc.COMMON STOCK169$1,397<0.1%−8−4.5%減碼歷史
IVRInvesco Mortgage Capital Inc.COM167$1,404<0.1%−110−39.7%減碼歷史
LTMLatam Airlines Group S.A.SPONSORED ADR26$1,404<0.1%+1+4.0%加碼歷史
Global X FDS37960A735GBL X BLOCKCHAIN22$1,405<0.1%00.0%不變–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS18$1,406<0.1%−25−58.1%減碼歷史
PBYIPuma Biotechnology, Inc.COM237$1,410<0.1%+70+41.9%加碼歷史
QTRXQuanterix CorpCOM223$1,418<0.1%+86+62.8%加碼歷史
GEVOGevo, Inc.COM PAR714$1,428<0.1%00.0%不變歷史
WGSGeneDx Holdings Corp.COM CL A11$1,430<0.1%+3+37.5%加碼歷史
GCOGenesco IncCOM58$1,437<0.1%−2−3.3%減碼歷史
KWYKINGSWAY CorpCOM NEW107$1,439<0.1%00.0%不變歷史
IOVAIovance Biotherapeutics, Inc.COM532$1,453<0.1%−5−0.9%減碼歷史
EHTHeHealth, Inc.COM318$1,463<0.1%+70+28.2%加碼歷史
BTCGrayscale Bitcoin Mini Trust ETFETF38$1,472<0.1%−10−20.8%減碼歷史
Global X FDS37954Y814FINTECH ETF50$1,472<0.1%00.0%不變–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM74$1,478<0.1%+74新進歷史
FLOCFlowco Holdings Inc.COM CL A79$1,480<0.1%−80−50.3%減碼歷史
FVRRFiverr International Ltd.ORD SHS75$1,481<0.1%−54−41.9%減碼歷史
QXOQXO, Inc.COM NEW77$1,485<0.1%+21+37.5%加碼歷史
GLIBKLiberty Capital CorpSER C GCI GROUP40$1,489<0.1%−38−48.7%減碼歷史
HAPNHappen, Inc.COM NEW79$1,496<0.1%−355−81.8%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,498<0.1%00.0%不變–
First Tr Exchange-Traded Alp33735B108COM SHS12$1,512<0.1%00.0%不變–
KRTKarat Packaging Inc.COM67$1,512<0.1%+59+737.5%加碼歷史
THRYThryv Holdings, Inc.COM NEW250$1,513<0.1%+33+15.2%加碼歷史
SIDNational Steel CoSPONSORED ADR948$1,517<0.1%+608+178.8%加碼歷史
CLVTClarivate PLCORD SHS455$1,520<0.1%+20+4.6%加碼歷史
KYTXKyverna Therapeutics, Inc.COM163$1,532<0.1%−37−18.5%減碼歷史
Ea Series Trust02072L607FREEDOM 100 EM30$1,538<0.1%00.0%不變–
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1,540<0.1%00.0%不變–
DCDakota Gold Corp.COM272$1,545<0.1%00.0%不變歷史
NREFNexPoint Real Estate Finance, Inc.COM110$1,548<0.1%00.0%不變歷史
AB Active ETFs Inc00039J608HIGH YIELD ETF42$1,562<0.1%+1+2.4%加碼–
AMRZAmrize LtdSHS29$1,569<0.1%−3−9.4%減碼歷史
AURAAura Biosciences, Inc.COM288$1,570<0.1%−48−14.3%減碼歷史
CTLPCantaloupe, Inc.COM148$1,571<0.1%−91−38.1%減碼歷史
LUNRIntuitive Machines, Inc.CLASS A COM97$1,574<0.1%+5+5.4%加碼歷史
DHDefinitive Healthcare Corp.CLASS A COM552$1,584<0.1%−231−29.5%減碼歷史
NCNOnCino, Inc.COM62$1,590<0.1%+53+588.9%加碼歷史
CRNCCerence Inc.COM149$1,593<0.1%00.0%不變歷史
ACHRArcher Aviation Inc.Stock214$1,609<0.1%−61−22.2%減碼歷史
JBIJanus International Group, Inc.COMMON STOCK246$1,609<0.1%−1,280−83.9%減碼歷史
NPBNorthpointe Bancshares IncCOM SHS96$1,611<0.1%−13−11.9%減碼歷史
RHRHCOM9$1,612<0.1%−3−25.0%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