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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
FSLRFirst Solar, Inc.Stock571$14.9 萬<0.1%+19+3.4%加碼歷史
LOPEGrand Canyon Education, Inc.COM895$14.9 萬<0.1%+88+10.9%加碼歷史
PPGPPG Industries IncStock1,441$14.8 萬<0.1%−261−15.3%減碼歷史
SNASnap-on IncCOM428$14.8 萬<0.1%−105−19.7%減碼歷史
FRSHFreshworks Inc.Stock12,043$14.8 萬<0.1%+4,431+58.2%加碼歷史
AVPTAvePoint, Inc.COM CL A10,611$14.7 萬<0.1%+1,551+17.1%加碼歷史
AGNCAGNC Investment Corp.REIT13,697$14.7 萬<0.1%−107−0.8%減碼歷史
SRSpire IncCOM1,775$14.7 萬<0.1%+169+10.5%加碼歷史
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD4,095$14.7 萬<0.1%+2,497+156.3%加碼–
PHMPultegroup IncCOM1,245$14.6 萬<0.1%+38+3.1%加碼歷史
STNGScorpio Tankers Inc.SHS2,868$14.6 萬<0.1%+33+1.2%加碼歷史
ProShares Tr74347X831ULTRAPRO QQQ2,762$14.6 萬<0.1%+182+7.1%加碼依 2 比 1 拆股換算–
WSOWatsco IncCOM429$14.5 萬<0.1%−672−61.0%減碼歷史
FOXFox CorpCL B COM2,225$14.4 萬<0.1%−268−10.8%減碼歷史
BSYBentley Systems IncCOM CL B3,783$14.4 萬<0.1%−1,055−21.8%減碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,359$14.4 萬<0.1%−113−4.6%減碼–
PSOPearson PLCSPONSORED ADR10,270$14.4 萬<0.1%−943−8.4%減碼歷史
VanEck ETF Trust92189F601URANI NUCLE ETF1,159$14.4 萬<0.1%+59+5.4%加碼–
XYLXylem Inc.COM1,056$14.4 萬<0.1%−54−4.9%減碼歷史
UVXYProShares Trust IIULTRA VIX SHORT3,998$14.4 萬<0.1%+3,998新進歷史
Global X FDS37954Y830GLOBAL X COPPER2,000$14.4 萬<0.1%+2,000新進–
MRPMillrose Properties, Inc.COM CL A4,806$14.4 萬<0.1%+1,479+44.5%加碼歷史
CRUSCirrus Logic, Inc.Stock1,211$14.4 萬<0.1%−15−1.2%減碼歷史
BTSGBrightSpring Health Services, Inc.COM3,826$14.3 萬<0.1%+565+17.3%加碼歷史
TREXTrex Co IncCOM4,084$14.3 萬<0.1%+2,567+169.2%加碼歷史
SSRMSSR Mining Inc.Stock6,526$14.3 萬<0.1%−265−3.9%減碼歷史
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN913$14.3 萬<0.1%−17,601−95.1%減碼–
STNStantec IncCOM1,516$14.3 萬<0.1%+71+4.9%加碼歷史
EVRGEvergy, Inc.Stock1,973$14.3 萬<0.1%−366−15.6%減碼歷史
FSKFS KKR Capital CorpCOM9,631$14.3 萬<0.1%+224+2.4%加碼歷史
LNGCheniere Energy, Inc.COM NEW729$14.2 萬<0.1%−936−56.2%減碼歷史
BKHBlack Hills CorpCOM2,039$14.2 萬<0.1%+455+28.7%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW17,980$14.1 萬<0.1%−386−2.1%減碼歷史
IRMIron Mountain IncCOM1,704$14.1 萬<0.1%+401+30.8%加碼歷史
DTEDte Energy CoCOM1,096$14.1 萬<0.1%−267−19.6%減碼歷史
NWENorthWestern Energy Group, Inc.COM NEW2,188$14.1 萬<0.1%+575+35.6%加碼歷史
OLEDUniversal Display CorpCOM1,209$14.1 萬<0.1%−438−26.6%減碼歷史
ELANElanco Animal Health IncCOM6,200$14.0 萬<0.1%−362−5.5%減碼歷史
IXOrix CorpSPONSORED ADR4,799$14.0 萬<0.1%−798−14.3%減碼歷史
SAIASaia IncCOM428$14.0 萬<0.1%−61−12.5%減碼歷史
WATWaters CorpCOM367$13.9 萬<0.1%+35+10.5%加碼歷史
RBCRBC Bearings INCCOM310$13.9 萬<0.1%+188+154.1%加碼歷史
BZKanzhun LtdSPONSORED ADS6,820$13.9 萬<0.1%+500+7.9%加碼歷史
SIGISelective Insurance Group IncCOM1,657$13.9 萬<0.1%+685+70.5%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR6,750$13.9 萬<0.1%−202−2.9%減碼歷史
SNXTD Synnex CorpCOM921$13.8 萬<0.1%+141+18.1%加碼歷史
TRIThomson Reuters CorpCOM NO PAR1,042$13.7 萬<0.1%−166−13.7%減碼歷史
DOXAmdocs LtdSHS1,705$13.7 萬<0.1%+24+1.4%加碼歷史
HAEHaemonetics CorpCOM1,709$13.7 萬<0.1%+1,343+366.9%加碼歷史
TIGOMillicom International Cellular SACOM STK2,470$13.7 萬<0.1%+603+32.3%加碼歷史
SUSuncor Energy IncStock3,086$13.7 萬<0.1%+139+4.7%加碼歷史
Gmo ETF Trust90139K100US QUALITY ETF3,550$13.7 萬<0.1%+3,550新進–
KGCKinross Gold CorpCOM4,842$13.6 萬<0.1%+1,298+36.6%加碼歷史
MMSMaximus, Inc.COM1,574$13.6 萬<0.1%−458−22.5%減碼歷史
ALBAlbemarle CorpStock960$13.6 萬<0.1%+283+41.8%加碼歷史
ESLTElbit Systems LtdStock234$13.5 萬<0.1%−16−6.4%減碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.5 萬<0.1%00.0%不變歷史
FMXMexican Economic Development IncSPON ADR UNITS1,330$13.4 萬<0.1%+96+7.8%加碼歷史
SHCSotera Health CoCOM7,572$13.4 萬<0.1%+4,038+114.3%加碼歷史
AMKRAmkor Technology, Inc.COM3,368$13.3 萬<0.1%+66+2.0%加碼歷史
iShares Tr46432F388MSCI USA VALUE971$13.3 萬<0.1%+440+82.9%加碼–
JAZZJazz Pharmaceuticals plcSHS USD781$13.3 萬<0.1%−202−20.5%減碼歷史
NEUNewmarket CorpCOM193$13.3 萬<0.1%−26−11.9%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,856$13.3 萬<0.1%−85−4.4%減碼–
CCICrown Castle Inc.REIT1,491$13.2 萬<0.1%−360−19.4%減碼歷史
ENSGEnsign Group, IncCOM760$13.2 萬<0.1%+265+53.5%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,672$13.2 萬<0.1%00.0%不變–
ARLOArlo Technologies, Inc.COM9,397$13.1 萬<0.1%+208+2.3%加碼歷史
VNTVontier CorpStock3,531$13.1 萬<0.1%−624−15.0%減碼歷史
CNHCNH Industrial N.V.SHS14,173$13.1 萬<0.1%+5,525+63.9%加碼歷史
MATMattel IncCOM6,580$13.1 萬<0.1%+260+4.1%加碼歷史
REXRRexford Industrial Realty, Inc.COM3,363$13.0 萬<0.1%−130−3.7%減碼歷史
AEEAmeren CorpCOM1,303$13.0 萬<0.1%−215−14.2%減碼歷史
INSMINSMED IncCOM PAR $.01747$13.0 萬<0.1%+69+10.2%加碼歷史
SUNSunoco LPCOM UT REP LP2,477$13.0 萬<0.1%+700+39.4%加碼歷史
JXNJackson Financial Inc.COM CL A1,210$12.9 萬<0.1%+218+22.0%加碼歷史
PSAPublic StorageCOM496$12.9 萬<0.1%−875−63.8%減碼歷史
EMBJEmbraer S.A.ADR1,998$12.9 萬<0.1%−645−24.4%減碼歷史
GFIGold Fields LtdSPONSORED ADR2,944$12.9 萬<0.1%−38−1.3%減碼歷史
AMAntero Midstream CorpStock7,200$12.8 萬<0.1%−14−0.2%減碼歷史
GPCGenuine Parts CoStock1,041$12.8 萬<0.1%−134−11.4%減碼歷史
PAGPenske Automotive Group, Inc.COM806$12.8 萬<0.1%−134−14.3%減碼歷史
SRPTSarepta Therapeutics, Inc.COM5,922$12.7 萬<0.1%+4,817+435.9%加碼歷史
ABCBAmeris BancorpCOM1,715$12.7 萬<0.1%+1+0.1%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,637$12.7 萬<0.1%−40−2.4%減碼–
CPBCAMPBELL'S CoCOM4,559$12.7 萬<0.1%+913+25.0%加碼歷史
MAAMid America Apartment Communities Inc.COM914$12.7 萬<0.1%+376+69.9%加碼歷史
MASIMasimo CorpCOM976$12.7 萬<0.1%+749+330.0%加碼歷史
GHGuardant Health, Inc.COM1,242$12.7 萬<0.1%+209+20.2%加碼歷史
WTRGEssential Utilities, Inc.COM3,299$12.7 萬<0.1%+483+17.2%加碼歷史
AIZAssurant, Inc.Stock524$12.6 萬<0.1%−19−3.5%減碼歷史
OIO-I Glass, Inc.COM8,543$12.6 萬<0.1%+7,104+493.7%加碼歷史
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,446$12.6 萬<0.1%+20+0.8%加碼–
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$12.6 萬<0.1%00.0%不變歷史
AFGAmerican Financial Group IncCOM918$12.5 萬<0.1%+34+3.8%加碼歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF3,000$12.5 萬<0.1%+3,000新進–
VFCV F CorpStock6,915$12.5 萬<0.1%+4,167+151.6%加碼歷史
FUTUFutu Holdings LtdSPON ADS CL A760$12.5 萬<0.1%−5−0.7%減碼歷史
SEISolaris Energy Infrastructure, Inc.COM CL A2,714$12.5 萬<0.1%−32−1.2%減碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF4,431$12.4 萬<0.1%−4,546−50.6%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