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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
GIBCgi IncCL A1,097$10.1 萬<0.1%−36−3.2%減碼歷史
ZIONZions Bancorporation, National AssociationCOM1,728$10.1 萬<0.1%00.0%不變歷史
COHRCoherent Corp.COM548$10.1 萬<0.1%+33+6.4%加碼歷史
SPSCSPS Commerce IncCOM1,134$10.1 萬<0.1%+218+23.8%加碼歷史
TXG10x Genomics, Inc.CL A COM6,174$10.1 萬<0.1%−13−0.2%減碼歷史
ENSEnerSysCOM686$10.1 萬<0.1%−19−2.7%減碼歷史
GPKGraphic Packaging Holding CoCOM6,631$9.99 萬<0.1%+4,966+298.3%加碼歷史
DXDynex Capital IncCOM7,118$9.97 萬<0.1%+4,792+206.0%加碼歷史
UHSUniversal Health Services IncCL B456$9.94 萬<0.1%+35+8.3%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR3,563$9.92 萬<0.1%−283−7.4%減碼歷史
TTEKTetra Tech IncCOM2,947$9.88 萬<0.1%+1,484+101.4%加碼歷史
Ssga Active ETF Tr78467V103ST STR REAL ETF3,140$9.88 萬<0.1%+3,140新進–
EXRExtra Space Storage Inc.COM757$9.86 萬<0.1%−1,385−64.7%減碼歷史
CROXCrocs, Inc.COM1,152$9.85 萬<0.1%−746−39.3%減碼歷史
RITMRithm Capital Corp.REIT9,035$9.85 萬<0.1%+567+6.7%加碼歷史
MTDRMatador Resources CoCOM2,314$9.82 萬<0.1%−2,297−49.8%減碼歷史
RBB FD Inc74933W536US TREASR 10 YR2,222$9.79 萬<0.1%−7−0.3%減碼–
PBAPembina Pipeline CorpCOM2,564$9.76 萬<0.1%+786+44.2%加碼歷史
HLHecla Mining CoCOM5,065$9.72 萬<0.1%−142−2.7%減碼歷史
SONSonoco Products CoCOM2,227$9.72 萬<0.1%−748−25.1%減碼歷史
Global X FDS37960A529DEFENSE TECH ETF1,500$9.72 萬<0.1%+1,143+320.2%加碼–
Etfis Ser Tr I26923G822VIRTUS INFRCAP4,500$9.70 萬<0.1%00.0%不變–
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$9.69 萬<0.1%00.0%不變歷史
SNSharkNinja, Inc.COM SHS864$9.67 萬<0.1%+123+16.6%加碼歷史
VMRKVivmark ResidentialSH BEN INT1,531$9.65 萬<0.1%−1,723−53.0%減碼歷史
CLXClorox CoStock956$9.65 萬<0.1%−143−13.0%減碼歷史
TTANServiceTitan, Inc.SHS CL A906$9.65 萬<0.1%+209+30.0%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,053$9.63 萬<0.1%00.0%不變–
ONCBeOne Medicines Ltd.ADR317$9.63 萬<0.1%+7+2.3%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM596$9.62 萬<0.1%+422+242.5%加碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$9.60 萬<0.1%00.0%不變歷史
NOKNokia CorpSPONSORED ADR14,826$9.59 萬<0.1%+2,886+24.2%加碼歷史
THWabrdn World Healthcare FundBEN INT SHS7,500$9.59 萬<0.1%00.0%不變歷史
SUISun Communities IncCOM773$9.58 萬<0.1%+90+13.2%加碼歷史
NGVTIngevity CorpCOM1,614$9.55 萬<0.1%−256−13.7%減碼歷史
SSBSouthState Bank CorpCOM1,012$9.52 萬<0.1%−1,616−61.5%減碼歷史
FHBFirst Hawaiian, Inc.COM3,762$9.52 萬<0.1%+703+23.0%加碼歷史
LNTAlliant Energy CorpStock1,459$9.48 萬<0.1%−131−8.2%減碼歷史
BAXBaxter International IncStock4,957$9.47 萬<0.1%−491−9.0%減碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$9.47 萬<0.1%00.0%不變歷史
WSMWilliams Sonoma IncCOM530$9.47 萬<0.1%−42−7.3%減碼歷史
iShares Tr464289420RUS TP200 VL ETF1,026$9.42 萬<0.1%+1,026新進–
GNRCGenerac Holdings Inc.Stock691$9.42 萬<0.1%−970−58.4%減碼歷史
AVYAvery Dennison CorpCOM518$9.42 萬<0.1%−50−8.8%減碼歷史
EQHEquitable Holdings, Inc.COM1,975$9.41 萬<0.1%+182+10.2%加碼歷史
FHIFederated Hermes, Inc.CL B1,807$9.41 萬<0.1%+54+3.1%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY2,070$9.41 萬<0.1%−1,259−37.8%減碼–
BCEBce IncCOM NEW3,945$9.40 萬<0.1%−857−17.8%減碼歷史
TECKTeck Resources LtdCL B1,961$9.39 萬<0.1%−256−11.5%減碼歷史
MZTIMarzetti CoCOM570$9.37 萬<0.1%+25+4.6%加碼歷史
EQNREquinor ASASPONSORED ADR3,961$9.36 萬<0.1%−1,421−26.4%減碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$9.34 萬<0.1%00.0%不變–
GMABGenmab A/SSPONSORED ADS3,032$9.34 萬<0.1%+854+39.2%加碼歷史
SWKSSkyworks Solutions, Inc.Stock1,469$9.31 萬<0.1%−507−25.7%減碼歷史
FERFerrovial N.V.ORD SHS1,441$9.31 萬<0.1%+770+114.8%加碼歷史
LBTYALiberty Global Ltd.COM CL A8,323$9.27 萬<0.1%+473+6.0%加碼歷史
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$9.27 萬<0.1%+8,323+496.0%加碼歷史
TDCTeradata CorpStock3,040$9.25 萬<0.1%−876−22.4%減碼歷史
NTESNetEase, Inc.SPONSORED ADS670$9.22 萬<0.1%+14+2.1%加碼歷史
PHIPLDT Inc.SPONSORED ADR4,235$9.21 萬<0.1%+1,530+56.6%加碼歷史
NVMINova Ltd.COM280$9.20 萬<0.1%+24+9.4%加碼歷史
BNLBroadstone Net Lease, Inc.COM5,287$9.18 萬<0.1%−24−0.5%減碼歷史
PODDInsulet CorpStock323$9.18 萬<0.1%+12+3.9%加碼歷史
NVSTEnvista Holdings CorpCOM4,223$9.17 萬<0.1%+1,654+64.4%加碼歷史
SNYSanofiSPONSORED ADR1,875$9.09 萬<0.1%−655−25.9%減碼歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$9.07 萬<0.1%00.0%不變–
Unified Ser Tr90470L519ONEA CORE BD ETF3,923$9.04 萬<0.1%+2,035+107.8%加碼–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF374$9.02 萬<0.1%−84−18.3%減碼–
KIMKimco Realty CorpCOM4,449$9.02 萬<0.1%−465−9.5%減碼歷史
PKPark Hotels & Resorts Inc.COM8,618$9.01 萬<0.1%−4,461−34.1%減碼歷史
IONSIonis Pharmaceuticals IncCOM1,137$8.99 萬<0.1%+310+37.5%加碼歷史
FYBRFrontier Communications Parent, Inc.COM2,359$8.98 萬<0.1%−303−11.4%減碼歷史
PENNPENN Entertainment, Inc.COM6,087$8.98 萬<0.1%+5,657+1,315.6%加碼歷史
WDSWoodside Energy Group LtdADR5,756$8.97 萬<0.1%+477+9.0%加碼歷史
CRWVCoreWeave, Inc.Stock1,251$8.96 萬<0.1%+295+30.9%加碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE2,466$8.93 萬<0.1%+2,074+529.1%加碼–
TERNTerns Pharmaceuticals, Inc.COM2,207$8.92 萬<0.1%+841+61.6%加碼歷史
SOFISoFi Technologies, Inc.Stock3,389$8.87 萬<0.1%−1,196−26.1%減碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,970$8.87 萬<0.1%−27−1.4%減碼–
PDIPIMCO Dynamic Income FundSHS5,000$8.86 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,859$8.84 萬<0.1%+45+1.2%加碼–
HEI.AHeico CorpCL A350$8.84 萬<0.1%+113+47.7%加碼歷史
LMATLemaitre Vascular IncCOM1,085$8.80 萬<0.1%+91+9.2%加碼歷史
Vanguard Energy ETF92204A306ETF698$8.79 萬<0.1%00.0%不變–
BXPBXP, Inc.COM1,303$8.79 萬<0.1%+67+5.4%加碼歷史
CRCCalifornia Resources CorpCOM STOCK1,966$8.79 萬<0.1%+479+32.2%加碼歷史
Vanguard Utilities ETF92204A876ETF475$8.79 萬<0.1%+100+26.7%加碼–
AVAAvista CorpCOM2,279$8.78 萬<0.1%+283+14.2%加碼歷史
STWDStarwood Property Trust, Inc.COM4,872$8.77 萬<0.1%00.0%不變歷史
FOXAFox CorpCL A COM1,200$8.77 萬<0.1%−124−9.4%減碼歷史
CNMCore & Main, Inc.CL A1,679$8.73 萬<0.1%+1,327+377.0%加碼歷史
RRCRange Resources CorpCOM2,474$8.72 萬<0.1%−2,427−49.5%減碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$8.61 萬<0.1%00.0%不變–
CPNGCoupang, Inc.CL A3,651$8.61 萬<0.1%+597+19.5%加碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$8.61 萬<0.1%00.0%不變–
BHFBrighthouse Financial, Inc.COM1,315$8.52 萬<0.1%+109+9.0%加碼歷史
WENWendy's CoStock10,166$8.47 萬<0.1%−2,995−22.8%減碼歷史
CORTCorcept Therapeutics IncCOM2,431$8.46 萬<0.1%−147−5.7%減碼歷史
BRSPBrightSpire Capital, Inc.COM CL A15,096$8.45 萬<0.1%−71−0.5%減碼歷史
HLFHerbalife Ltd.COM SHS6,544$8.44 萬<0.1%+5,476+512.7%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