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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
MKLMarkel Group Inc.COM82$17.6 萬<0.1%−30−26.8%減碼歷史
DDDuPont de Nemours, Inc.COM4,376$17.6 萬<0.1%+369+9.2%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,547$17.5 萬<0.1%−285−15.6%減碼歷史
iShares Tr464288638ISHS 5-10YR INVT3,255$17.5 萬<0.1%−18−0.5%減碼–
RMBSRambus IncCOM1,906$17.5 萬<0.1%+2+0.1%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF2,065$17.5 萬<0.1%−627−23.3%減碼–
CASYCaseys General Stores IncCOM315$17.4 萬<0.1%+133+73.1%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$17.4 萬<0.1%00.0%不變–
Global X FDS37954Y632ARTIFICIAL ETF3,419$17.4 萬<0.1%+3,382+9,140.5%加碼–
OMFOneMain Holdings, Inc.COM2,570$17.4 萬<0.1%+828+47.5%加碼歷史
KHCKraft Heinz CoStock7,158$17.4 萬<0.1%+2,085+41.1%加碼歷史
HMYHarmony Gold Mining Co LtdADR8,703$17.3 萬<0.1%−1,941−18.2%減碼歷史
ARGXArgenx SESPONSORED ADR205$17.2 萬<0.1%+30+17.1%加碼歷史
WPCW. P. Carey Inc.COM2,677$17.2 萬<0.1%+48+1.8%加碼歷史
FTREFortrea Holdings Inc.COMMON STOCK9,983$17.2 萬<0.1%+19+0.2%加碼歷史
ZBRAZebra Technologies CorpCL A709$17.2 萬<0.1%−499−41.3%減碼歷史
WTSWatts Water Technologies IncCL A623$17.2 萬<0.1%+88+16.4%加碼歷史
FTSFortis Inc.COM3,303$17.2 萬<0.1%−14−0.4%減碼歷史
MHKMohawk Industries IncCOM1,569$17.1 萬<0.1%+105+7.2%加碼歷史
TROWPrice T Rowe Group IncStock1,674$17.1 萬<0.1%+219+15.1%加碼歷史
NWSANews CorpCL A6,560$17.1 萬<0.1%−10,175−60.8%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,837$17.0 萬<0.1%−590−13.3%減碼–
ZWSZurn Elkay Water Solutions CorpCOM3,660$17.0 萬<0.1%−1,211−24.9%減碼歷史
iShares Tr46434V647GLOBAL REIT ETF6,781$16.9 萬<0.1%−246−3.5%減碼–
ITTItt Inc.COM973$16.9 萬<0.1%+161+19.8%加碼歷史
LFUSLittelfuse IncCOM663$16.8 萬<0.1%−83−11.1%減碼歷史
ULSUL Solutions Inc.CLASS A COM SHS2,124$16.7 萬<0.1%−350−14.1%減碼歷史
LIILennox International IncCOM345$16.7 萬<0.1%−341−49.7%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,760$16.7 萬<0.1%−196−10.0%減碼–
TKOTKO Group Holdings, Inc.CL A801$16.7 萬<0.1%−27−3.3%減碼歷史
STTState Street CorpCOM1,297$16.7 萬<0.1%+64+5.2%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF3,060$16.7 萬<0.1%−978−24.2%減碼–
MWAMueller Water Products, Inc.COM SER A7,017$16.7 萬<0.1%+934+15.4%加碼歷史
RDDTReddit, Inc.Stock727$16.7 萬<0.1%+86+13.4%加碼歷史
CRBGCorebridge Financial, Inc.COM5,529$16.7 萬<0.1%+803+17.0%加碼歷史
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD2,880$16.6 萬<0.1%−163−5.4%減碼歷史
RPMRPM International IncCOM1,593$16.6 萬<0.1%+976+158.2%加碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,280$16.6 萬<0.1%−89−3.8%減碼–
ESNTEssent Group Ltd.COM2,540$16.5 萬<0.1%+765+43.1%加碼歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF3,386$16.5 萬<0.1%−140−4.0%減碼–
NDSNNordson CorpCOM686$16.5 萬<0.1%−150−17.9%減碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM1,828$16.5 萬<0.1%−397−17.8%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,022$16.4 萬<0.1%+188+22.5%加碼歷史
VVRInvesco Senior Income TrustCOM50,046$16.4 萬<0.1%+17,819+55.3%加碼歷史
QLYSQualys, Inc.COM1,231$16.4 萬<0.1%+101+8.9%加碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC1,989$16.4 萬<0.1%00.0%不變–
Victory Portfolios II92647N865VCSHS US LRG CAP2,374$16.3 萬<0.1%+27+1.2%加碼–
APAMArtisan Partners Asset Management Inc.CL A3,999$16.3 萬<0.1%+829+26.2%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN2,208$16.3 萬<0.1%+33+1.5%加碼–
CRSCarpenter Technology CorpCOM516$16.2 萬<0.1%−89−14.7%減碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS1,902$16.2 萬<0.1%+1,338+237.2%加碼歷史
MTArcelorMittalNY REGISTRY SH3,561$16.2 萬<0.1%+573+19.2%加碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,480$16.2 萬<0.1%−84−5.4%減碼歷史
WEXWEX Inc.COM1,087$16.2 萬<0.1%+675+163.8%加碼歷史
VODVodafone Group Public Ltd CoADR12,246$16.2 萬<0.1%+307+2.6%加碼歷史
REYNReynolds Consumer Products Inc.COM7,041$16.1 萬<0.1%−1,187−14.4%減碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$16.1 萬<0.1%00.0%不變歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,157$16.0 萬<0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM796$16.0 萬<0.1%−195−19.7%減碼歷史
UGAUnited States Gasoline Fund, LPUNITS2,581$15.9 萬<0.1%+664+34.6%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock5,525$15.9 萬<0.1%−436−7.3%減碼歷史
BCMLBayCom CorpCOM5,410$15.9 萬<0.1%−200−3.6%減碼歷史
CHEChemed CorpCOM371$15.9 萬<0.1%+80+27.5%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A74$15.9 萬<0.1%−8−9.8%減碼歷史
ONTOOnto Innovation Inc.COM1,006$15.9 萬<0.1%+499+98.4%加碼歷史
QRVOQorvo, Inc.Stock1,879$15.9 萬<0.1%−529−22.0%減碼歷史
UPWKUpwork, IncCOM8,003$15.9 萬<0.1%+1,771+28.4%加碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW4,825$15.8 萬<0.1%−248−4.9%減碼歷史
PPLPPL CorpCOM4,517$15.8 萬<0.1%−185−3.9%減碼歷史
RHIRobert Half Inc.COM5,819$15.8 萬<0.1%−422−6.8%減碼歷史
LWLamb Weston Holdings, Inc.Stock3,758$15.7 萬<0.1%+40+1.1%加碼歷史
AWKAmerican Water Works Company, Inc.Stock1,200$15.7 萬<0.1%−118−9.0%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK768$15.6 萬<0.1%00.0%不變歷史
GPNGlobal Payments IncStock2,012$15.6 萬<0.1%+726+56.5%加碼歷史
MPTMedical Properties Trust IncCOM31,138$15.6 萬<0.1%+7,212+30.1%加碼歷史
POOLPool CorpCOM680$15.6 萬<0.1%−103−13.2%減碼歷史
CLSCelestica IncStock526$15.5 萬<0.1%+64+13.9%加碼歷史
WITWipro LtdSPON ADR 1 SH54,491$15.5 萬<0.1%−6,135−10.1%減碼歷史
NFGNational Fuel Gas CoStock1,926$15.4 萬<0.1%−507−20.8%減碼歷史
BLDRBuilders FirstSource, Inc.Stock1,497$15.4 萬<0.1%−90−5.7%減碼歷史
UNMUnum GroupStock1,986$15.4 萬<0.1%−78−3.8%減碼歷史
SLFSun Life Financial IncCOM2,466$15.4 萬<0.1%+360+17.1%加碼歷史
TWLOTwilio IncCL A1,081$15.4 萬<0.1%−47−4.2%減碼歷史
GLPIGaming & Leisure Properties, Inc.COM3,438$15.4 萬<0.1%+2,551+287.6%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,288$15.3 萬<0.1%00.0%不變–
ANFAbercrombie & Fitch CoCL A1,209$15.2 萬<0.1%+361+42.6%加碼歷史
TSTenaris SASPONSORED ADS3,958$15.2 萬<0.1%−155−3.8%減碼歷史
IDAIdacorp IncCOM1,199$15.2 萬<0.1%−32−2.6%減碼歷史
iShares Tr46434V282U S EQUITY FACTR2,185$15.2 萬<0.1%−136−5.9%減碼–
ALCAlcon IncStock1,916$15.1 萬<0.1%+187+10.8%加碼歷史
Capital Group Dividend Growe14021L109SHS ETF4,236$15.1 萬<0.1%−1,400−24.8%減碼–
SBSWSibanye Stillwater LtdSPONSORED ADR10,591$15.1 萬<0.1%+656+6.6%加碼歷史
CSLCarlisle Companies IncCOM471$15.1 萬<0.1%+253+116.1%加碼歷史
NXPINXP Semiconductors N.V.COM694$15.1 萬<0.1%−112−13.9%減碼歷史
CNICanadian National Railway CoStock1,518$15.0 萬<0.1%+287+23.3%加碼歷史
DRDDrdgold LtdSPON ADR REPSTG4,836$15.0 萬<0.1%−551−10.2%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF2,223$15.0 萬<0.1%−1,011−31.3%減碼–
PLXSPlexus CorpCOM1,019$15.0 萬<0.1%+168+19.7%加碼歷史
CDWCDW CorpCOM1,096$14.9 萬<0.1%−858−43.9%減碼歷史
SANMSanmina CorpCOM994$14.9 萬<0.1%−216−17.9%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