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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
IBRXImmunityBio, Inc.COM815$1,614<0.1%−162−16.6%減碼歷史
ANIKAnika Therapeutics, Inc.COM168$1,614<0.1%+120+250.0%加碼歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$1,616<0.1%00.0%不變–
XPERXperi Inc.COMMON STOCK278$1,629<0.1%−141−33.7%減碼歷史
CLMTCalumet, Inc.COM82$1,629<0.1%+82新進歷史
NWGLCL Workshop Group LtdADS1,147$1,629<0.1%−719−38.5%減碼歷史
SHCOSoho House & Co Inc.COM CL A182$1,631<0.1%00.0%不變歷史
SHENShenandoah Telecommunications CoCOM142$1,642<0.1%−150−51.4%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1,646<0.1%00.0%不變歷史
UTZUtz Brands, Inc.COM CL A159$1,651<0.1%−1,018−86.5%減碼歷史
FAFirst Advantage CorpCOM114$1,657<0.1%−384−77.1%減碼歷史
iShares Inc464286806MSCI GERMANY ETF39$1,658<0.1%00.0%不變–
GRCGorman Rupp CoCOM35$1,671<0.1%00.0%不變歷史
EVHEvolent Health, Inc.CL A418$1,672<0.1%−989−70.3%減碼歷史
VTEXVtexSHS CL A445$1,673<0.1%+398+846.8%加碼歷史
PKBKParke Bancorp, Inc.COM67$1,677<0.1%−3−4.3%減碼歷史
BSVNBank7 Corp.COM41$1,680<0.1%+2+5.1%加碼歷史
SGHTSight Sciences, Inc.COM212$1,681<0.1%−15−6.6%減碼歷史
OCGNOcugen, Inc.COM1,250$1,688<0.1%00.0%不變歷史
MAMAMama's Creations, Inc.COM126$1,700<0.1%00.0%不變歷史
DNUTKrispy Kreme, Inc.COM424$1,704<0.1%−225−34.7%減碼歷史
DOMOHuckleberry.ai, Inc.Stock203$1,711<0.1%+33+19.4%加碼歷史
AUDCAudiocodes LtdORD196$1,711<0.1%−179−47.7%減碼歷史
ACELAccel Entertainment, Inc.COM CL A1150$1,712<0.1%−155−50.8%減碼歷史
SIMGRUPO SIMEC, S.A.B. de C.V.ADR58$1,720<0.1%00.0%不變歷史
KMTSKestra Medical Technologies, Ltd.SHS65$1,724<0.1%00.0%不變歷史
ONTFON24 Inc.COM217$1,727<0.1%−99−31.3%減碼歷史
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW213$1,734<0.1%−15−6.6%減碼歷史
CWBCCommunity West BancsharesCOM77$1,734<0.1%+6+8.5%加碼歷史
FLXSFlexsteel Industries IncCOM44$1,737<0.1%+40+1,000.0%加碼歷史
ADTNADTRAN Holdings, Inc.COM200$1,738<0.1%−352−63.8%減碼歷史
SEPNSepterna, Inc.COM63$1,756<0.1%00.0%不變歷史
UDMYUdemy, Inc.COM304$1,779<0.1%−1,071−77.9%減碼歷史
MITKMitek Systems IncCOM NEW169$1,783<0.1%−320−65.4%減碼歷史
AQSTAquestive Therapeutics, Inc.COM278$1,796<0.1%00.0%不變歷史
PTLOPortillo's Inc.COM CL A396$1,798<0.1%+285+256.8%加碼歷史
LELands' End, Inc.COM124$1,801<0.1%00.0%不變歷史
FSBCFive Star BancorpCOM51$1,824<0.1%+3+6.3%加碼歷史
VYXNCR Voyix CorpCOM179$1,826<0.1%+69+62.7%加碼歷史
CRVLCorvel CorpCOM27$1,827<0.1%−153−85.0%減碼歷史
XOMAXOMA Royalty CorpCOM NEW69$1,835<0.1%−10−12.7%減碼歷史
JMSBJohn Marshall Bancorp, Inc.COM92$1,839<0.1%−13−12.4%減碼歷史
LUNGPulmonx CorpCOM832$1,839<0.1%+783+1,598.0%加碼歷史
LCIDLucid Group, Inc.Stock174$1,840<0.1%−26−13.0%減碼歷史
CAAPCorporacion America Airports S.A.COM71$1,846<0.1%+32+82.1%加碼歷史
IFSIntercorp Financial Services Inc.SHS44$1,864<0.1%−36−45.0%減碼歷史
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1,866<0.1%00.0%不變歷史
ASMBAssembly Biosciences, Inc.COM NEW55$1,871<0.1%00.0%不變歷史
TWSTTwist Bioscience CorpCOM59$1,872<0.1%−109−64.9%減碼歷史
Pacer FDS Tr69374H287METAURUS NASDAQ50$1,875<0.1%+50新進–
MLABMesa Laboratories IncCOM24$1,884<0.1%+11+84.6%加碼歷史
CRMTAmericas Carmart IncCOM75$1,895<0.1%+18+31.6%加碼歷史
DYNDyne Therapeutics, Inc.COM97$1,897<0.1%00.0%不變歷史
FNWDFinward BancorpCOM54$1,900<0.1%+19+54.3%加碼歷史
ATSATS CorpCOM69$1,900<0.1%+49+245.0%加碼歷史
BIOABioAge Labs, Inc.COM145$1,918<0.1%+35+31.8%加碼歷史
TZOOTravelzooCOM NEW270$1,922<0.1%+226+513.6%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF23$1,923<0.1%00.0%不變–
SIGASiga Technologies IncCOM315$1,924<0.1%+104+49.3%加碼歷史
TET1 Energy Inc.COM NEW288$1,924<0.1%00.0%不變歷史
PLYMPlymouth Industrial REIT, Inc.COM88$1,926<0.1%−80−47.6%減碼歷史
LANDGladstone Land CorpCOM211$1,930<0.1%−15−6.6%減碼歷史
THRThermon Group Holdings, Inc.COM52$1,932<0.1%+8+18.2%加碼歷史
MEDMedifast IncCOM181$1,933<0.1%−872−82.8%減碼歷史
EVGOEVgo Inc.CL A COM670$1,949<0.1%−9−1.3%減碼歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1,952<0.1%00.0%不變–
ENVXEnovix CorpCOM267$1,952<0.1%+133+99.3%加碼歷史
ATLOAmes National CorpCOM85$1,952<0.1%+9+11.8%加碼歷史
GSATGlobalstar, Inc.COM NEW32$1,952<0.1%+26+433.3%加碼歷史
OPTUOptimum Communications, Inc.CL A1,185$1,955<0.1%+401+51.1%加碼歷史
CMDBCostamare Bulkers Holdings LtdCOM SHS127$1,957<0.1%−2,403−95.0%減碼歷史
Ea Series Trust02072L714BRIDGEWAY BLUE129$1,963<0.1%+129新進–
OMEROmeros CorpCOM115$1,975<0.1%00.0%不變歷史
LULufax Holding LtdSPONSORED ADR780$1,997<0.1%+411+111.4%加碼歷史
MOVMovado Group IncCOM97$1,999<0.1%+15+18.3%加碼歷史
BLNDBlend Labs, Inc.CL A659$2,004<0.1%−3,835−85.3%減碼歷史
NVAXNovavax IncCOM NEW300$2,016<0.1%−21−6.5%減碼歷史
WisdomTree Tr97717W851JAPN HEDGE EQT14$2,024<0.1%+14新進–
RRGBRed Robin Gourmet Burgers IncCOM500$2,025<0.1%00.0%不變歷史
GOSSGossamer Bio, Inc.COM655$2,031<0.1%+187+40.0%加碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW69$2,036<0.1%00.0%不變歷史
BBAIBigBear.ai Holdings, Inc.COM378$2,042<0.1%−326−46.3%減碼歷史
TROXTronox Holdings plcSHS490$2,043<0.1%−2,658−84.4%減碼歷史
HYHyster-Yale, Inc.CL A69$2,050<0.1%−106−60.6%減碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A23$2,055<0.1%−158−87.3%減碼歷史
HAINHain Celestial Group IncCOM1,924$2,059<0.1%−6,805−78.0%減碼歷史
FATEFate Therapeutics IncCOM2,133$2,096<0.1%+16+0.8%加碼歷史
EEExcelerate Energy, Inc.CL A COM75$2,104<0.1%+23+44.2%加碼歷史
CHMGChemung Financial CorpCOM38$2,120<0.1%00.0%不變歷史
SYRESpyre Therapeutics, Inc.COM NEW65$2,129<0.1%00.0%不變歷史
LOBLive Oak Bancshares, Inc.COM62$2,130<0.1%+48+342.9%加碼歷史
IPXIPERIONX LtdSPONSORED ADS59$2,135<0.1%−19−24.4%減碼歷史
INODInnodata IncCOM NEW42$2,140<0.1%−11−20.8%減碼歷史
TASKTaskUs, Inc.CLASS A COM183$2,158<0.1%+148+422.9%加碼歷史
AAOIApplied Optoelectronics, Inc.COM62$2,161<0.1%00.0%不變歷史
GNEGenie Energy Ltd.CL B157$2,164<0.1%−162−50.8%減碼歷史
FWRGFirst Watch Restaurant Group, Inc.COM144$2,171<0.1%+45+45.5%加碼歷史
DNNDenison Mines Corp.COM817$2,173<0.1%+817新進歷史
Global X FDS37954Y657US PFD ETF115$2,176<0.1%−101−46.8%減碼–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10059$2,178<0.1%−102−63.4%減碼–

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