跳到主要內容
Livermore
Livermore
中文EN

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
ACHAccendra Health IncStock780$2,184<0.1%+354+83.1%加碼歷史
TLSTelos CorpCOM431$2,198<0.1%−211−32.9%減碼歷史
PRCTPROCEPT BioRobotics CorpCOM70$2,202<0.1%+25+55.6%加碼歷史
AMNAmn Healthcare Services IncCOM140$2,206<0.1%−119−45.9%減碼歷史
MNRMach Natural Resources LPCOM UN LT PA IN200$2,208<0.1%00.0%不變歷史
ZNTLZentalis Pharmaceuticals, Inc.COM1,644$2,219<0.1%−949−36.6%減碼歷史
VLGEAVillage Super Market IncCL A NEW63$2,236<0.1%−20−24.1%減碼歷史
CBLLCeribell, Inc.COM102$2,237<0.1%+101+10,100.0%加碼歷史
INDIindie Semiconductor, Inc.CLASS A COM634$2,238<0.1%00.0%不變歷史
OTLYOatly Group ABSPONSORED ADS212$2,266<0.1%+22+11.6%加碼歷史
IMRXImmuneering CorpCLASS A COM345$2,270<0.1%−87−20.1%減碼歷史
Hingham Instn SVGS Mass433323102COM8$2,272<0.1%+1+14.3%加碼–
JBSJBS N.V.ADR158$2,278<0.1%−275−63.5%減碼歷史
DBIDesigner Brands Inc.CL A307$2,281<0.1%+6+2.0%加碼歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS45$2,295<0.1%+1+2.3%加碼歷史
MCHBMechanics BancorpCL A157$2,297<0.1%−9−5.4%減碼歷史
EVCEntravision Communications CorpCL A786$2,303<0.1%−26−3.2%減碼歷史
MESOMesoblast LtdADR128$2,310<0.1%00.0%不變歷史
ADVAdvantage Solutions Inc.COM CL A2,632$2,317<0.1%−1,022−28.0%減碼歷史
LCUTLifetime Brands, IncCOM587$2,318<0.1%−19−3.1%減碼歷史
ASIXAdvanSix Inc.COM134$2,319<0.1%−87−39.4%減碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$2,320<0.1%00.0%不變歷史
NAGENiagen Bioscience, Inc.COM NEW368$2,340<0.1%−310−45.7%減碼歷史
CRSRCorsair Gaming, Inc.COM394$2,341<0.1%−308−43.9%減碼歷史
FULCFulcrum Therapeutics, Inc.COM207$2,341<0.1%+3+1.5%加碼歷史
KALVKalVista Pharmaceuticals, Inc.COM145$2,341<0.1%−316−68.5%減碼歷史
SBSafe Bulkers, Inc.COM487$2,348<0.1%−341−41.2%減碼歷史
SEZLSezzle Inc.COM37$2,349<0.1%−17−31.5%減碼歷史
EZPWEzcorp IncCL A NON VTG121$2,350<0.1%−129−51.6%減碼歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$2,351<0.1%00.0%不變–
iShares Future AI & Tech ETF46435U556ETF49$2,361<0.1%+49新進–
ALNTAllient IncCOM44$2,365<0.1%−113−72.0%減碼歷史
iShares Tr46434V860TRS FLT RT BD47$2,372<0.1%00.0%不變–
XNCRXencor IncCOM155$2,373<0.1%+97+167.2%加碼歷史
ARDTArdent Health, Inc.COM269$2,375<0.1%−297−52.5%減碼歷史
SABRSabre CorpCOM1,752$2,383<0.1%+1,232+236.9%加碼歷史
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF90$2,387<0.1%−2,419−96.4%減碼–
ORICOric Pharmaceuticals, Inc.COM292$2,389<0.1%−3−1.0%減碼歷史
BLDPBallard Power Systems Inc.COM942$2,392<0.1%+371+65.0%加碼歷史
AFCGAdvanced Flower Capital Inc.COM840$2,394<0.1%−198−19.1%減碼歷史
SKYTSkyWater Technology, LLCCOM132$2,396<0.1%+39+41.9%加碼歷史
SRIStoneridge IncCOM416$2,409<0.1%−38−8.4%減碼歷史
AMPHAmphastar Pharmaceuticals, Inc.COM90$2,410<0.1%−10−10.0%減碼歷史
BVSBioventus Inc.COM CL A324$2,410<0.1%+71+28.1%加碼歷史
EGYVaalco Energy IncCOM NEW663$2,414<0.1%−1,915−74.3%減碼歷史
iShares Tr464288687PFD AND INCM SEC78$2,418<0.1%+78新進–
ProShares Bitcoin ETF74347G440ETF199$2,420<0.1%−538−73.0%減碼–
CSIQCanadian Solar Inc.COM102$2,425<0.1%00.0%不變歷史
SMMTSummit Therapeutics Inc.COM139$2,432<0.1%+40+40.4%加碼歷史
MCBSMetroCity Bankshares, Inc.COM92$2,442<0.1%−132−58.9%減碼歷史
CENTCentral Garden & Pet CoCOM76$2,443<0.1%−413−84.5%減碼歷史
TARSTarsus Pharmaceuticals, Inc.COM30$2,456<0.1%−29−49.2%減碼歷史
Fidelity Covington Trust316092303CONSMR STAPLES50$2,460<0.1%00.0%不變–
KCKingsoft Cloud Holdings LtdADS238$2,461<0.1%00.0%不變歷史
iShares Tr46435G250HIGH YLD SYSTM B52$2,462<0.1%−129−71.3%減碼–
OVLYOak Valley BancorpCOM82$2,465<0.1%+1+1.2%加碼歷史
PTRNPattern Group Inc.COM SER A214$2,470<0.1%+214新進歷史
RYANRyan Specialty Holdings, Inc.CL A48$2,479<0.1%−213−81.6%減碼歷史
FVRFrontView REIT, Inc.COM168$2,480<0.1%−24−12.5%減碼歷史
CPRICapri Holdings LtdSHS102$2,488<0.1%−28−21.5%減碼歷史
Innov Prem Inc 20 Barr-July45783Y582ETP100$2,493<0.1%00.0%不變–
YQ17 Education & Technology Group Inc.SPONSORED ADR703$2,517<0.1%−66−8.6%減碼歷史
TSEOQTrinseo PLCCOM5,085$2,527<0.1%−5−0.1%減碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2,530<0.1%00.0%不變–
XRPNArmada Acquisition Corp. IICOM250$2,560<0.1%+250新進歷史
EYPTEyePoint, Inc.COM NEW141$2,576<0.1%−12−7.8%減碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A795$2,584<0.1%−379−32.3%減碼歷史
PINEAlpine Income Property Trust, Inc.COM155$2,592<0.1%+20+14.8%加碼歷史
RUMRUM Group Inc.Stock411$2,598<0.1%+311+311.0%加碼歷史
QUREuniQure N.V.SHS109$2,608<0.1%00.0%不變歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK854$2,613<0.1%+102+13.6%加碼歷史
VIOTViomi Technology Co., LtdSPONSORED ADS1,430$2,631<0.1%−146−9.3%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2,633<0.1%00.0%不變–
PMLPIMCO Municipal Income Fund IICOM350$2,639<0.1%00.0%不變歷史
LENZLENZ Therapeutics, Inc.COM165$2,640<0.1%−435−72.5%減碼歷史
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2,648<0.1%00.0%不變–
ZBIOZenas BioPharma, Inc.COM73$2,651<0.1%+15+25.9%加碼歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2,659<0.1%00.0%不變–
FCBCFirst Community Bankshares IncCOM79$2,665<0.1%+51+182.1%加碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS188$2,671<0.1%−79−29.6%減碼歷史
CNDTCONDUENT IncCOM1,392$2,673<0.1%−1,527−52.3%減碼歷史
TGSGas Transporter of the South IncSPONSORED ADS B86$2,674<0.1%00.0%不變歷史
Innovator ETFs Tr45783Y830US EQTY ACCELRTD80$2,678<0.1%+80新進–
NKTXNkarta, Inc.COM1,462$2,705<0.1%−309−17.4%減碼歷史
ANNXAnnexon, Inc.COM539$2,706<0.1%+243+82.1%加碼歷史
GDRXGoodRx Holdings, Inc.COM CL A1,000$2,709<0.1%+947+1,786.8%加碼歷史
Fidelity Covington Trust316092113ENHANCED LARGE71$2,710<0.1%00.0%不變–
Principal Exchange Traded FD74255Y607PRIN U S SMALL47$2,713<0.1%+47新進–
EZETFranklin Ethereum TrustETHEREUM ETF121$2,719<0.1%00.0%不變歷史
ARHSArhaus, Inc.COM CL A243$2,724<0.1%−34−12.3%減碼歷史
NTLAIntellia Therapeutics, Inc.COM304$2,733<0.1%−231−43.2%減碼歷史
TTGTTechTarget, Inc.COM NEW507$2,738<0.1%+140+38.1%加碼歷史
DNAGinkgo Bioworks Holdings, Inc.CL A NEW330$2,742<0.1%−4−1.2%減碼歷史
X Finl Sponsored ADS98372W103ADR490$2,744<0.1%−239−32.8%減碼–
RDWRRadware LtdORD114$2,747<0.1%+70+159.1%加碼歷史
HELEHelen of Troy LtdStock130$2,764<0.1%−89−40.6%減碼歷史
CLBKColumbia Financial, Inc.COM178$2,765<0.1%−768−81.2%減碼歷史
NEXNNexxen International Ltd.SHS NEW423$2,766<0.1%−4−0.9%減碼歷史
DSGRDistribution Solutions Group, Inc.COM101$2,766<0.1%−232−69.7%減碼歷史
LXULSB Industries, Inc.COM327$2,780<0.1%−75−18.7%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