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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
WBSWebster Financial CorpCOM3,505$22.1 萬<0.1%−67−1.9%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$22.0 萬<0.1%00.0%不變–
PATKPatrick Industries IncCOM2,006$21.7 萬<0.1%+277+16.0%加碼歷史
LOGILogitech International S.A.SHS2,165$21.7 萬<0.1%+279+14.8%加碼歷史
OVVOvintiv Inc.COM5,520$21.6 萬<0.1%−1,235−18.3%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$21.6 萬<0.1%00.0%不變–
RJFRaymond James Financial IncCOM1,342$21.5 萬<0.1%+39+3.0%加碼歷史
IAUMiShares Gold Trust MicroSHS REPSTG UN TR5,005$21.5 萬<0.1%+3,118+165.2%加碼歷史
NKENIKE, Inc.Stock3,376$21.5 萬<0.1%−456−11.9%減碼歷史
MGMMGM Resorts InternationalStock5,894$21.5 萬<0.1%−3,003−33.8%減碼歷史
KVUEKenvue Inc.Stock12,457$21.5 萬<0.1%+306+2.5%加碼歷史
KRKroger CoStock3,436$21.5 萬<0.1%−289−7.8%減碼歷史
IFFInternational Flavors & Fragrances IncCOM3,163$21.3 萬<0.1%+1,211+62.0%加碼歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD7,863$21.3 萬<0.1%+7,863新進歷史
Pacer FDS Tr69374H436METAURUS CAP 4005,000$21.2 萬<0.1%+3,500+233.3%加碼–
Dimensional Ultrashort Fixed Income ETF25434V591ETF4,188$21.2 萬<0.1%+4,188新進–
MLMMartin Marietta Materials IncCOM340$21.2 萬<0.1%−41−10.8%減碼歷史
Virtus ETF Tr II92790A868KAR MID-CAP ETF8,644$21.1 萬<0.1%−617−6.7%減碼–
PHGKoninklijke Philips NVNY REGIS SHS NEW7,759$21.0 萬<0.1%+399+5.4%加碼歷史
Capital Group International14021T102SHS6,460$21.0 萬<0.1%+2,451+61.1%加碼–
MELIMercadolibre IncCOM104$20.9 萬<0.1%+15+16.9%加碼歷史
ETSYEtsy IncCOM3,774$20.9 萬<0.1%+381+11.2%加碼歷史
SEICSEI Investments CoCOM2,544$20.9 萬<0.1%+865+51.5%加碼歷史
ProShares Tr74347R107PSHS ULT S&P 5003,595$20.8 萬<0.1%+393+12.3%加碼依 2 比 1 拆股換算–
AFRMAffirm Holdings, Inc.COM CL A2,796$20.8 萬<0.1%−399−12.5%減碼歷史
HSTHost Hotels & Resorts, Inc.COM11,710$20.8 萬<0.1%+2,269+24.0%加碼歷史
ARCCAres Capital CorpCEF10,262$20.8 萬<0.1%−1,863−15.4%減碼歷史
GHCGraham Holdings CoCOM CL B188$20.7 萬<0.1%+7+3.9%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR13,227$20.6 萬<0.1%−3,700−21.9%減碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,195$20.6 萬<0.1%−2−0.1%減碼–
AERAerCap Holdings N.V.SHS1,431$20.6 萬<0.1%+189+15.2%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS1,455$20.5 萬<0.1%+199+15.8%加碼歷史
ARAntero Resources CorpCOM5,909$20.4 萬<0.1%+1,656+38.9%加碼歷史
AVIRAtea Pharmaceuticals, Inc.COM56,982$20.3 萬<0.1%−93,899−62.2%減碼歷史
RGLDRoyal Gold IncStock914$20.3 萬<0.1%+88+10.7%加碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,001$20.3 萬<0.1%−26−0.4%減碼–
FWONKLiberty Media CorpCOM LBTY ONE S C2,058$20.3 萬<0.1%−98−4.5%減碼歷史
VIKViking Holdings LtdORD SHS2,839$20.3 萬<0.1%+2,773+4,201.5%加碼歷史
BNSBank of Nova ScotiaCOM2,748$20.2 萬<0.1%+375+15.8%加碼歷史
BHPBHP Group LtdADR3,353$20.2 萬<0.1%+90+2.8%加碼歷史
CPACopa Holdings, S.A.CL A1,678$20.2 萬<0.1%−8−0.5%減碼歷史
KEYKeycorpCOM9,743$20.1 萬<0.1%+4,823+98.0%加碼歷史
NLYAnnaly Capital Management IncREIT8,970$20.1 萬<0.1%+2,157+31.7%加碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF9,533$20.0 萬<0.1%+9,533新進–
AKAMAkamai Technologies IncCOM2,286$19.9 萬<0.1%−255−10.0%減碼歷史
PUKPrudential PLCADR6,406$19.9 萬<0.1%+359+5.9%加碼歷史
CNQCanadian Natural Resources LtdCOM5,889$19.9 萬<0.1%+950+19.2%加碼歷史
HALOHalozyme Therapeutics, Inc.COM2,953$19.9 萬<0.1%−96−3.1%減碼歷史
CHTRCharter Communications, Inc.CL A951$19.9 萬<0.1%−324−25.4%減碼歷史
ALSumisho Air Lease CorpCL A3,089$19.8 萬<0.1%+253+8.9%加碼歷史
TNLTravel & Leisure Co.COM2,810$19.8 萬<0.1%+69+2.5%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF1,090$19.8 萬<0.1%+118+12.1%加碼–
CVSACovista Inc.COM1,897$19.6 萬<0.1%+376+24.7%加碼歷史
DRIDarden Restaurants IncCOM1,064$19.6 萬<0.1%+157+17.3%加碼歷史
THGHanover Insurance Group, Inc.COM1,068$19.5 萬<0.1%+257+31.7%加碼歷史
RNRRenaissancere Holdings LtdCOM689$19.4 萬<0.1%+195+39.5%加碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI9,388$19.3 萬<0.1%+729+8.4%加碼–
COLLCollegium Pharmaceutical, IncCOM4,174$19.3 萬<0.1%+611+17.1%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF1,983$19.3 萬<0.1%+590+42.4%加碼–
iShares Inc464286327MSCI GLB SLV&MTL5,614$19.2 萬<0.1%+219+4.1%加碼–
IRIngersoll Rand Inc.COM2,425$19.2 萬<0.1%−237−8.9%減碼歷史
CACICACI International IncCL A360$19.2 萬<0.1%+88+32.4%加碼歷史
LUVSouthwest Airlines CoCOM4,623$19.1 萬<0.1%−1,036−18.3%減碼歷史
DLTRDollar Tree, Inc.COM1,551$19.1 萬<0.1%+300+24.0%加碼歷史
RMDResmed IncCOM791$19.1 萬<0.1%+31+4.1%加碼歷史
CTRACoterra Energy Inc.Stock7,226$19.0 萬<0.1%+1,648+29.5%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR2,632$19.0 萬<0.1%+620+30.8%加碼歷史
WWayfair Inc.CL A1,888$19.0 萬<0.1%+594+45.9%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,433$18.9 萬<0.1%−61−1.4%減碼依 2 比 1 拆股換算–
BUDAnheuser-Busch InBev SA/NVADR2,954$18.9 萬<0.1%+380+14.8%加碼歷史
APTVAptiv PLCStock2,483$18.9 萬<0.1%−84−3.3%減碼歷史
BBarrick Mining CorpStock4,330$18.9 萬<0.1%+1,022+30.9%加碼歷史
DCIDonaldson Co IncStock2,107$18.7 萬<0.1%+66+3.2%加碼歷史
PCTYPaylocity Holding CorpCOM1,224$18.7 萬<0.1%+578+89.5%加碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL2,012$18.6 萬<0.1%+1,960+3,769.2%加碼–
PAHCPhibro Animal Health CorpCL A COM4,964$18.5 萬<0.1%+731+17.3%加碼歷史
EPREpr PropertiesCOM SH BEN INT3,715$18.5 萬<0.1%−1,073−22.4%減碼歷史
VMIValmont Industries IncCOM459$18.5 萬<0.1%+39+9.3%加碼歷史
GILGildan Activewear Inc.Stock2,954$18.5 萬<0.1%+591+25.0%加碼歷史
CRCrane CoCOMMON STOCK997$18.4 萬<0.1%+203+25.6%加碼歷史
KMBKimberly Clark CorpStock1,823$18.4 萬<0.1%−819−31.0%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -4,238$18.4 萬<0.1%−4−0.1%減碼歷史
AZZAzz IncCOM1,710$18.3 萬<0.1%+281+19.7%加碼歷史
EXPDExpeditors International of Washington IncCOM1,222$18.2 萬<0.1%+182+17.5%加碼歷史
MUSAMurphy USA Inc.COM451$18.2 萬<0.1%+323+252.3%加碼歷史
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,257$18.1 萬<0.1%−140−1.9%減碼–
BALLBALL CorpCOM3,418$18.1 萬<0.1%+1,320+62.9%加碼歷史
RSReliance, Inc.COM626$18.1 萬<0.1%−103−14.1%減碼歷史
LBRTLiberty Energy Inc.COM CL A9,753$18.0 萬<0.1%+6,354+186.9%加碼歷史
STEPStepStone Group Inc.COM CL A2,790$17.9 萬<0.1%+347+14.2%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF567$17.8 萬<0.1%00.0%不變–
FITBFifth Third BancorpCOM3,810$17.8 萬<0.1%+1,237+48.1%加碼歷史
GSKGSK plcADR3,635$17.8 萬<0.1%+781+27.4%加碼歷史
FLRFluor CorpStock4,494$17.8 萬<0.1%+2,249+100.2%加碼歷史
PIIPolaris Inc.Stock2,815$17.8 萬<0.1%+819+41.0%加碼歷史
TLNTalen Energy CorpCOM475$17.8 萬<0.1%+55+13.1%加碼歷史
MORNMorningstar, Inc.COM819$17.8 萬<0.1%+384+88.3%加碼歷史
DXCMDexcom IncCOM2,672$17.7 萬<0.1%+1,804+207.8%加碼歷史
CHWYChewy, Inc.CL A5,353$17.7 萬<0.1%−3,562−40.0%減碼歷史
NSPInsperity, Inc.COM4,566$17.7 萬<0.1%+869+23.5%加碼歷史

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