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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
RYNRayonier IncCOM5,684$12.3 萬<0.1%−1,872−24.8%減碼歷史
KTKT CorpSPONSORED ADR6,469$12.3 萬<0.1%−566−8.0%減碼歷史
VICIVici Properties Inc.COM4,363$12.3 萬<0.1%−899−17.1%減碼歷史
TOSTToast, Inc.Stock3,446$12.2 萬<0.1%+163+5.0%加碼歷史
AWRAmerican States Water CoCOM1,687$12.2 萬<0.1%+107+6.8%加碼歷史
Schwab Strategic Tr808524680LONG TERM US3,851$12.2 萬<0.1%00.0%不變–
MKCMcCormick & Co IncStock1,789$12.2 萬<0.1%−67−3.6%減碼歷史
PRAProassurance CorpCOM5,040$12.2 萬<0.1%−58−1.1%減碼歷史
BBWIBath & Body Works, Inc.COM6,053$12.2 萬<0.1%−275−4.3%減碼歷史
BIDUBaidu, Inc.ADR929$12.1 萬<0.1%−31−3.2%減碼歷史
MKSIMKS IncCOM755$12.1 萬<0.1%+18+2.4%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,270$12.0 萬<0.1%+212+20.0%加碼歷史
GLXYGalaxy Digital Inc.CL A5,342$11.9 萬<0.1%+45+0.8%加碼歷史
VALEVale S.A.SPONSORED ADS9,167$11.9 萬<0.1%−440−4.6%減碼歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$11.9 萬<0.1%00.0%不變歷史
DBX ETF Tr233051200XTRACK MSCI EAFE2,477$11.9 萬<0.1%00.0%不變–
GATXGatx CorpCOM702$11.9 萬<0.1%+55+8.5%加碼歷史
TCBITexas Capital Bancshares IncCOM1,315$11.9 萬<0.1%+242+22.6%加碼歷史
FAFFirst American Financial CorpStock1,935$11.9 萬<0.1%+566+41.3%加碼歷史
CHDNChurchill Downs IncCOM1,044$11.9 萬<0.1%−688−39.7%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A5,684$11.9 萬<0.1%+412+7.8%加碼歷史
LGOLargo Inc.COMMON STOCK126,561$11.9 萬<0.1%00.0%不變歷史
ALVAutoliv IncCOM997$11.8 萬<0.1%+194+24.2%加碼歷史
ATRAptargroup, Inc.Stock970$11.8 萬<0.1%+149+18.1%加碼歷史
AVBAvalonbay Communities IncCOM651$11.8 萬<0.1%−148−18.5%減碼歷史
MMSIMerit Medical Systems IncCOM1,335$11.8 萬<0.1%+52+4.1%加碼歷史
AVAHAveanna Healthcare Holdings, Inc.COM14,380$11.7 萬<0.1%+2,914+25.4%加碼歷史
DNPDNP Select Income Fund IncCOM11,745$11.7 萬<0.1%00.0%不變歷史
LULUlululemon athletica inc.Stock562$11.7 萬<0.1%−152−21.3%減碼歷史
KDKyndryl Holdings, Inc.Stock4,396$11.7 萬<0.1%+47+1.1%加碼歷史
TUTelus CorpCOM8,860$11.7 萬<0.1%−327−3.6%減碼歷史
ADMAAdma Biologics, Inc.COM6,397$11.7 萬<0.1%+3,925+158.8%加碼歷史
FEFirstenergy CorpCOM2,601$11.6 萬<0.1%−417−13.8%減碼歷史
SBACSba Communications CorpCL A602$11.6 萬<0.1%−69−10.3%減碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM8,950$11.5 萬<0.1%00.0%不變歷史
PTCPTC Inc.Stock663$11.5 萬<0.1%+75+12.8%加碼歷史
NOVNOV Inc.COM7,384$11.5 萬<0.1%+611+9.0%加碼歷史
BOXBox IncCL A3,858$11.5 萬<0.1%+352+10.0%加碼歷史
iShares Core High Dividend ETF46429B663ETF945$11.5 萬<0.1%+619+189.9%加碼–
NXTNextpower Inc.Stock1,314$11.4 萬<0.1%+143+12.2%加碼歷史
PSNParsons CorpCOM1,852$11.4 萬<0.1%−886−32.4%減碼歷史
AEGAegon Ltd.AMER REG 1 CERT14,785$11.4 萬<0.1%−2,195−12.9%減碼歷史
CSGPCostar Group, Inc.COM1,695$11.4 萬<0.1%−167−9.0%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$11.4 萬<0.1%00.0%不變–
TDToronto Dominion BankStock1,208$11.4 萬<0.1%+462+61.9%加碼歷史
INGRIngredion IncCOM1,028$11.3 萬<0.1%−861−45.6%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,945$11.3 萬<0.1%−1,695−46.6%減碼–
CARGCarGurus, Inc.COM CL A2,944$11.3 萬<0.1%+269+10.1%加碼歷史
GFSGLOBALFOUNDRIES Inc.Stock3,225$11.3 萬<0.1%+1,376+74.4%加碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$11.3 萬<0.1%00.0%不變–
LAURLaureate Education, Inc.COMMON STOCK3,342$11.3 萬<0.1%+1,735+108.0%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW20,541$11.2 萬<0.1%+287+1.4%加碼歷史
YUMCYum China Holdings, Inc.COM2,349$11.2 萬<0.1%+631+36.7%加碼歷史
iShares Tr464287291GLOBAL TECH ETF1,066$11.2 萬<0.1%−728−40.6%減碼–
CPCanadian Pacific Kansas City LtdCOM1,518$11.2 萬<0.1%+202+15.3%加碼歷史
LYVLive Nation Entertainment, Inc.COM783$11.2 萬<0.1%−38−4.6%減碼歷史
ADUSAddus HomeCare CorpCOM1,039$11.2 萬<0.1%+138+15.3%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,662$11.1 萬<0.1%+42+1.6%加碼–
Vanguard Materials ETF92204A801ETF536$11.1 萬<0.1%00.0%不變–
FTVFortive CorpStock2,008$11.1 萬<0.1%−453−18.4%減碼歷史
EXPOExponent IncCOM1,589$11.0 萬<0.1%−173−9.8%減碼歷史
Neos ETF Trust78433H303NEOS S&P 500 HI2,100$11.0 萬<0.1%+300+16.7%加碼–
EVTCEVERTEC, Inc.COM3,778$11.0 萬<0.1%+562+17.5%加碼歷史
KTBKontoor Brands, Inc.Stock1,795$11.0 萬<0.1%+162+9.9%加碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM919$11.0 萬<0.1%+356+63.2%加碼–
FXEInvesco CurrencyShares Euro TrustEURO SHS1,008$10.9 萬<0.1%+2+0.2%加碼歷史
OCOwens CorningStock969$10.8 萬<0.1%−395−29.0%減碼歷史
CFCF Industries Holdings, Inc.COM1,399$10.8 萬<0.1%−339−19.5%減碼歷史
TRUTransUnionCOM1,262$10.8 萬<0.1%+390+44.7%加碼歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF2,143$10.8 萬<0.1%+2,142+214,200.0%加碼–
CGNXCognex CorpCOM3,000$10.8 萬<0.1%+50+1.7%加碼歷史
MCYMercury General CorpCOM1,145$10.8 萬<0.1%−60−5.0%減碼歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW3,962$10.8 萬<0.1%+1,432+56.6%加碼歷史
CADECadence BancorporationEQUITY US CM2,505$10.7 萬<0.1%−3,929−61.1%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF4,522$10.7 萬<0.1%−664−12.8%減碼–
HCIHCI Group, Inc.COM558$10.7 萬<0.1%+236+73.3%加碼歷史
LCIILci IndustriesCOM874$10.6 萬<0.1%−281−24.3%減碼歷史
LEALear CorpCOM NEW925$10.6 萬<0.1%−84−8.3%減碼歷史
CVECenovus Energy Inc.COM6,264$10.6 萬<0.1%+331+5.6%加碼歷史
APAAPA CorpStock4,301$10.5 萬<0.1%−662−13.3%減碼歷史
DOCUDocuSign, Inc.Stock1,536$10.5 萬<0.1%+307+25.0%加碼歷史
INFYInfosys LtdSPONSORED ADR5,892$10.5 萬<0.1%+594+11.2%加碼歷史
CRDOCredo Technology Group Holding LtdStock727$10.5 萬<0.1%+84+13.1%加碼歷史
AGNTAGNT, Inc.COM11,510$10.4 萬<0.1%−335−2.8%減碼歷史
OKTAOkta, Inc.CL A1,204$10.4 萬<0.1%−468−28.0%減碼歷史
THOThor Industries IncCOM1,013$10.4 萬<0.1%−311−23.5%減碼歷史
CHKPCheck Point Software Technologies LtdORD560$10.4 萬<0.1%−65−10.4%減碼歷史
RIVNRivian Automotive, Inc.Stock5,254$10.4 萬<0.1%+516+10.9%加碼歷史
AOSSmith A O CorpCOM1,548$10.4 萬<0.1%+418+37.0%加碼歷史
HWCHancock Whitney CorpCOM1,625$10.4 萬<0.1%−31−1.9%減碼歷史
MOHMolina Healthcare, Inc.COM595$10.3 萬<0.1%−2,905−83.0%減碼歷史
PBFPBF Energy Inc.CL A3,797$10.3 萬<0.1%+211+5.9%加碼歷史
HRBH&R Block IncCOM2,361$10.3 萬<0.1%+965+69.1%加碼歷史
ELEstee Lauder Companies IncCL A979$10.3 萬<0.1%−17−1.7%減碼歷史
HAYWHayward Holdings, Inc.COM6,615$10.2 萬<0.1%+1,835+38.4%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,676$10.2 萬<0.1%+6+0.2%加碼–
TMHCTaylor Morrison Home CorpCOM1,728$10.2 萬<0.1%+565+48.6%加碼歷史
RCIRogers Communications IncCL B2,689$10.1 萬<0.1%+761+39.5%加碼歷史
GTMZoomInfo Technologies Inc.Stock9,971$10.1 萬<0.1%−1,453−12.7%減碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,634$10.1 萬<0.1%+16+0.6%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