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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
American Centy ETF Tr025072885US EQT ETF754$8.43 萬<0.1%+219+40.9%加碼–
QGENQiagen N.V.ORD SHARES1,870$8.41 萬<0.1%+1,870新進歷史
ECGEverus Construction Group, Inc.Stock979$8.38 萬<0.1%+270+38.1%加碼歷史
MPMP Materials Corp.COM CL A1,657$8.37 萬<0.1%−9−0.5%減碼歷史
Kraneshares Trust500767306CSI CHI INTERNET2,453$8.35 萬<0.1%−508−17.2%減碼–
SMCISuper Micro Computer, Inc.Stock2,849$8.34 萬<0.1%−1,377−32.6%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,562$8.31 萬<0.1%+515+49.2%加碼歷史
CCJCameco CorpStock908$8.31 萬<0.1%+210+30.1%加碼歷史
AGXArgan IncStock265$8.30 萬<0.1%−25−8.6%減碼歷史
QQnity Electronics, Inc.COMMON STOCK1,015$8.29 萬<0.1%+1,015新進歷史
HOLXHologic IncCOM1,112$8.28 萬<0.1%−358−24.4%減碼歷史
TTMITTM Technologies IncCOM1,197$8.26 萬<0.1%+60+5.3%加碼歷史
Franklin Templeton ETF Tr35473P819FTSE CHINA3,470$8.26 萬<0.1%−1,475−29.8%減碼–
FOLDAmicus Therapeutics, Inc.COM5,796$8.25 萬<0.1%−2,520−30.3%減碼歷史
FFIVF5, Inc.Stock323$8.25 萬<0.1%−524−61.9%減碼歷史
OROR Royalties Inc.COM SHS2,330$8.25 萬<0.1%+225+10.7%加碼歷史
VALValaris LtdCL A1,636$8.25 萬<0.1%+97+6.3%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD6,204$8.22 萬<0.1%+865+16.2%加碼–
DEODiageo PLCSPON ADR NEW951$8.21 萬<0.1%−159−14.3%減碼歷史
HLNEHamilton Lane INCCL A610$8.19 萬<0.1%−115−15.9%減碼歷史
AMSFAmerisafe IncCOM2,129$8.18 萬<0.1%+1,434+206.3%加碼歷史
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM6,000$8.17 萬<0.1%+1,000+20.0%加碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM17,000$8.16 萬<0.1%+3,000+21.4%加碼歷史
PATHUiPath, Inc.Stock4,968$8.14 萬<0.1%+1,329+36.5%加碼歷史
SAICScience Applications International CorpCOM806$8.11 萬<0.1%−428−34.7%減碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG2,208$8.09 萬<0.1%+525+31.2%加碼–
PRIPrimerica, Inc.Stock313$8.09 萬<0.1%−285−47.7%減碼歷史
NMIHNMI Holdings, Inc.COM1,982$8.08 萬<0.1%−432−17.9%減碼歷史
PORPortland General Electric CoCOM NEW1,684$8.08 萬<0.1%+125+8.0%加碼歷史
WKWorkiva IncCOM CL A936$8.07 萬<0.1%+545+139.4%加碼歷史
DPZDominos Pizza IncCOM193$8.06 萬<0.1%+45+30.4%加碼歷史
GNWGenworth Financial IncCOM SHS8,903$8.04 萬<0.1%+1,561+21.3%加碼歷史
TELFYTelefonica S ASPONSORED ADR19,848$8.04 萬<0.1%−1,280−6.1%減碼歷史
GENGen Digital Inc.Stock2,949$8.02 萬<0.1%+439+17.5%加碼歷史
Innovator ETFs Trust45784N809EQUI DEFI 1 NOVE3,000$8.00 萬<0.1%+3,000新進–
GRFSGrifols SASP ADR REP B NVT8,558$8.00 萬<0.1%−226−2.6%減碼歷史
FNVFranco Nevada CorpStock386$8.00 萬<0.1%+95+32.6%加碼歷史
IDCCInterDigital, Inc.COM250$7.96 萬<0.1%+124+98.4%加碼歷史
SKYChampion Homes, Inc.Stock941$7.95 萬<0.1%+769+447.1%加碼歷史
CGCarlyle Group Inc.COM1,343$7.94 萬<0.1%−244−15.4%減碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$7.93 萬<0.1%00.0%不變–
XPEVXpeng Inc.ADS3,906$7.92 萬<0.1%+1,212+45.0%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM1,282$7.91 萬<0.1%+80+6.7%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF559$7.89 萬<0.1%+481+616.7%加碼–
REALTheRealReal, Inc.COM5,000$7.89 萬<0.1%00.0%不變歷史
WAYWaystar Holding Corp.COM2,400$7.86 萬<0.1%+287+13.6%加碼歷史
OGEOGE Energy Corp.COM1,833$7.83 萬<0.1%+223+13.9%加碼歷史
BRCBrady CorpCL A998$7.82 萬<0.1%+334+50.3%加碼歷史
RGTIRigetti Computing, Inc.COMMON STOCK3,530$7.82 萬<0.1%+1,043+41.9%加碼歷史
VSATViasat IncCOM2,260$7.79 萬<0.1%+827+57.7%加碼歷史
RDNRadian Group IncCOM2,150$7.74 萬<0.1%−20−0.9%減碼歷史
LNCLincoln National CorpCOM1,736$7.73 萬<0.1%+309+21.7%加碼歷史
LSTRLandstar System IncCOM537$7.72 萬<0.1%+22+4.3%加碼歷史
ESABESAB CorpCOM689$7.69 萬<0.1%−135−16.4%減碼歷史
FLUTFlutter Entertainment plcSHS357$7.68 萬<0.1%+157+78.5%加碼歷史
FELEFranklin Electric Co IncCOM802$7.66 萬<0.1%+166+26.1%加碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$7.65 萬<0.1%00.0%不變歷史
GRABGrab Holdings LtdCLASS A ORD15,300$7.63 萬<0.1%+1,735+12.8%加碼歷史
BBNXBeta Bionics, Inc.COM2,503$7.63 萬<0.1%+126+5.3%加碼歷史
Pacer FDS Tr69374H659CASH COWS ETF1,753$7.62 萬<0.1%−1,338−43.3%減碼–
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$7.60 萬<0.1%00.0%不變歷史
GGGGraco IncCOM926$7.59 萬<0.1%−882−48.8%減碼歷史
HTBKHeritage Commerce CorpCOM6,319$7.59 萬<0.1%+408+6.9%加碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS7,500$7.56 萬<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM361$7.56 萬<0.1%−13−3.5%減碼歷史
CFRCullen/Frost Bankers, Inc.COM597$7.55 萬<0.1%+14+2.4%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$7.55 萬<0.1%00.0%不變–
DBX ETF Tr233051432XTRACK USD HIGH2,047$7.54 萬<0.1%+1,539+303.0%加碼–
USALiberty All Star Equity FundSH BEN INT12,000$7.54 萬<0.1%00.0%不變歷史
STMSTMicroelectronics N.V.NY REGISTRY2,903$7.53 萬<0.1%−1,789−38.1%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK2,112$7.51 萬<0.1%−438−17.2%減碼歷史
Flexshares Tr33939L886ULTR SHO INC FD996$7.51 萬<0.1%−125−11.2%減碼–
ARIApollo Commercial Real Estate Finance, Inc.COM7,749$7.50 萬<0.1%−597−7.2%減碼歷史
FLOFlowers Foods IncCOM6,848$7.45 萬<0.1%+1,943+39.6%加碼歷史
SPXCSPX Technologies, Inc.COM370$7.40 萬<0.1%−55−12.9%減碼歷史
ProShares Tr74347X823ULTRPRO DOW301,276$7.39 萬<0.1%00.0%不變依 2 比 1 拆股換算–
HOUSAnywhere Real Estate Inc.COM5,210$7.38 萬<0.1%00.0%不變歷史
SBRASabra Health Care REIT, Inc.REIT3,891$7.37 萬<0.1%+1,267+48.3%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,483$7.33 萬<0.1%+232+7.1%加碼歷史
UTGReaves Utility Income FundCOM SH BEN INT2,000$7.32 萬<0.1%00.0%不變歷史
CARTMaplebear Inc.COM1,626$7.31 萬<0.1%+1,063+188.8%加碼歷史
Global X FDS37954Y384CYBRSCURTY ETF2,396$7.30 萬<0.1%+2,353+5,472.1%加碼–
QSRRestaurant Brands International Inc.COM1,067$7.28 萬<0.1%+706+195.6%加碼歷史
iShares Tr464287549EXPND TEC SC ETF561$7.25 萬<0.1%+54+10.7%加碼–
RVTRoyce Small-Cap Trust, Inc.COM4,500$7.25 萬<0.1%+1,000+28.6%加碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS6,104$7.24 萬<0.1%+959+18.6%加碼歷史
NENoble Corp plcORD SHS A2,559$7.23 萬<0.1%−129−4.8%減碼歷史
KNKnowles CorpCOM3,364$7.21 萬<0.1%+652+24.0%加碼歷史
Capital Group New Geography14021N105SHS2,251$7.19 萬<0.1%+2,203+4,589.6%加碼–
SPDR Series Trust78468R739ST NUVE TERM ETF1,495$7.17 萬<0.1%+53+3.7%加碼–
VLYValley National BancorpCOM6,137$7.17 萬<0.1%−200−3.2%減碼歷史
DLBDolby Laboratories, Inc.COM CL A1,116$7.17 萬<0.1%−815−42.2%減碼歷史
ALSNAllison Transmission Holdings IncStock732$7.17 萬<0.1%+105+16.7%加碼歷史
HTHTH World Group LtdSPONSORED ADS1,523$7.17 萬<0.1%+60+4.1%加碼歷史
BRBRBellring Brands, Inc.Stock2,679$7.16 萬<0.1%−973−26.6%減碼歷史
ESEEsco Technologies IncCOM366$7.15 萬<0.1%+62+20.4%加碼歷史
GBTCGrayscale Bitcoin Trust ETFETF1,044$7.14 萬<0.1%+154+17.3%加碼歷史
ADCAgree Realty CorpCOM989$7.12 萬<0.1%−308−23.7%減碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF250$7.12 萬<0.1%00.0%不變–
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$7.11 萬<0.1%00.0%不變歷史

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