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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
SWKStanley Black & Decker, Inc.COM957$7.11 萬<0.1%−220−18.7%減碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT3,450$7.11 萬<0.1%00.0%不變歷史
ASCArdmore Shipping CorpCOM6,678$7.07 萬<0.1%−434−6.1%減碼歷史
OTEXOpen Text CorpCOM2,164$7.05 萬<0.1%+223+11.5%加碼歷史
DOWDow Inc.Stock3,000$7.01 萬<0.1%−1,793−37.4%減碼歷史
WALWestern Alliance BancorporationCOM834$7.01 萬<0.1%+49+6.2%加碼歷史
REVGREV Group, Inc.COM1,152$7.01 萬<0.1%+682+145.1%加碼歷史
Global X FDS37954Y137HEALTHTECH ETF2,396$7.00 萬<0.1%+2,387+26,522.2%加碼–
SLMSLM CorpCOM2,580$6.98 萬<0.1%−687−21.0%減碼歷史
Listed FD Tr53656F383SPEAR ALPHA ETF1,802$6.94 萬<0.1%+1,802新進–
FUSBFirst US Bancshares, Inc.COM4,966$6.94 萬<0.1%+2,805+129.8%加碼歷史
CDTXCidara Therapeutics, Inc.COM314$6.94 萬<0.1%+314新進歷史
CFFNCapitol Federal Financial, Inc.COM10,144$6.91 萬<0.1%+624+6.6%加碼歷史
HRHealthcare Realty Trust IncCL A COM4,068$6.90 萬<0.1%+147+3.7%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF2,993$6.89 萬<0.1%+1,286+75.3%加碼–
GHIGreystone Housing Impact Investors LPBEN UNIT CTF10,000$6.89 萬<0.1%+523+5.5%加碼歷史
ACTEnact Holdings, Inc.COM1,737$6.89 萬<0.1%−1,008−36.7%減碼歷史
AGOAssured Guaranty LtdCOM766$6.88 萬<0.1%−79−9.3%減碼歷史
SEESealed Air CorpCOM1,660$6.88 萬<0.1%−624−27.3%減碼歷史
ALKSAlkermes plc.SHS2,455$6.87 萬<0.1%−362−12.9%減碼歷史
CELHCelsius Holdings, Inc.COM NEW1,501$6.87 萬<0.1%+208+16.1%加碼歷史
DYDycom Industries IncCOM203$6.86 萬<0.1%+30+17.3%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A4,091$6.85 萬<0.1%+307+8.1%加碼歷史
DMLPDorchester Minerals, L.P.COM UNIT3,061$6.84 萬<0.1%+3,000+4,918.0%加碼歷史
HSYHershey CoCOM376$6.84 萬<0.1%−219−36.8%減碼歷史
MMacy's, Inc.COM3,099$6.83 萬<0.1%+1,170+60.7%加碼歷史
BEBloom Energy CorpCOM CL A785$6.82 萬<0.1%+8+1.0%加碼歷史
BF.BBrown Forman CorpStock2,614$6.81 萬<0.1%−1,100−29.6%減碼歷史
SSentinelOne, Inc.CL A4,538$6.81 萬<0.1%+1,979+77.3%加碼歷史
CHHChoice Hotels International IncCOM714$6.80 萬<0.1%−353−33.1%減碼歷史
BGRBlackRock Energy & Resources TrustCOM5,020$6.80 萬<0.1%00.0%不變歷史
COLMColumbia Sportswear CoCOM1,233$6.79 萬<0.1%+139+12.7%加碼歷史
PTCTPTC Therapeutics, Inc.COM894$6.79 萬<0.1%+47+5.5%加碼歷史
CUZCousins Properties IncCOM NEW2,634$6.79 萬<0.1%+526+25.0%加碼歷史
iShares Tr46435U713US INFRASTRUC1,290$6.79 萬<0.1%+47+3.8%加碼–
PFGCPerformance Food Group CoCOM755$6.79 萬<0.1%−97−11.4%減碼歷史
IBOCInternational Bancshares CorpCOM1,020$6.78 萬<0.1%−1,321−56.4%減碼歷史
GPORGulfport Energy CorpCOMMON SHARES325$6.76 萬<0.1%+120+58.5%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF209$6.75 萬<0.1%+38+22.2%加碼–
Invesco Exch Traded FD Tr II46138E511PFD ETF6,003$6.75 萬<0.1%+2,903+93.6%加碼–
DUOLDuolingo, Inc.CL A COM384$6.74 萬<0.1%−487−55.9%減碼歷史
NVRNVR IncCOM9$6.72 萬<0.1%+2+28.6%加碼歷史
iShares Inc46434G889EMNG MKTS EQT1,161$6.72 萬<0.1%+90+8.4%加碼–
BROBrown & Brown, Inc.Stock842$6.71 萬<0.1%−1,663−66.4%減碼歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW1,346$6.71 萬<0.1%+701+108.7%加碼歷史
EXPEagle Materials IncCOM324$6.70 萬<0.1%+8+2.5%加碼歷史
CACCCredit Acceptance CorpCOM151$6.70 萬<0.1%−11−6.8%減碼歷史
SAMBoston Beer Co IncCL A343$6.69 萬<0.1%−291−45.9%減碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR1,237$6.67 萬<0.1%−783−38.8%減碼歷史
DDSDillard's, Inc.CL A110$6.67 萬<0.1%+16+17.0%加碼歷史
VOYAVoya Financial, Inc.COM895$6.67 萬<0.1%+278+45.1%加碼歷史
DOCHealthpeak Properties, Inc.COM4,132$6.64 萬<0.1%−1,230−22.9%減碼歷史
UIUbiquiti Inc.COM120$6.64 萬<0.1%−22−15.5%減碼歷史
FBIZFirst Business Financial Services, Inc.COM1,219$6.62 萬<0.1%−65−5.1%減碼歷史
KNFKnife River CorpStock940$6.61 萬<0.1%+345+58.0%加碼歷史
DOLEDole plcORD SHS4,403$6.60 萬<0.1%+4,403新進歷史
ALLYAlly Financial Inc.Stock1,456$6.59 萬<0.1%+144+11.0%加碼歷史
iShares Tr464288372GLB INFRASTR ETF1,071$6.57 萬<0.1%+35+3.4%加碼–
FMSFresenius Medical Care AGSPONSORED ADR2,752$6.56 萬<0.1%−220−7.4%減碼歷史
AALAmerican Airlines Group Inc.Stock4,276$6.56 萬<0.1%+766+21.8%加碼歷史
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$6.55 萬<0.1%00.0%不變–
TCOMTrip.com Group LtdADS909$6.54 萬<0.1%+124+15.8%加碼歷史
APLSApellis Pharmaceuticals, Inc.COM2,602$6.54 萬<0.1%−2,263−46.5%減碼歷史
KMPRKEMPER CorpCOM1,612$6.54 萬<0.1%−1,666−50.8%減碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B3,157$6.53 萬<0.1%+902+40.0%加碼歷史
CNOCNO Financial Group, Inc.COM1,536$6.52 萬<0.1%−17−1.1%減碼歷史
PSMTPricesmart IncCOM531$6.51 萬<0.1%−178−25.1%減碼歷史
FRPTFreshpet, Inc.Stock1,068$6.51 萬<0.1%+460+75.7%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 106,735$6.50 萬<0.1%−5,489−44.9%減碼歷史
RRyder System IncCOM339$6.49 萬<0.1%−7−2.0%減碼歷史
BEKEKE Holdings Inc.SPONSORED ADS4,104$6.47 萬<0.1%−1,198−22.6%減碼歷史
APGAPi Group CorpCOM STK1,690$6.47 萬<0.1%−431−20.3%減碼歷史
CALMCal-Maine Foods IncCOM NEW812$6.46 萬<0.1%−60−6.9%減碼歷史
CNXCConcentrix CorpStock1,549$6.44 萬<0.1%−2,597−62.6%減碼歷史
MYGNMyriad Genetics IncCOM10,469$6.44 萬<0.1%+6,097+139.5%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK2,440$6.42 萬<0.1%+1,939+387.0%加碼歷史
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY1,526$6.42 萬<0.1%−448−22.7%減碼–
KRPKimbell Royalty Partners, LPUNIT5,450$6.41 萬<0.1%+1,250+29.8%加碼歷史
OZKBank OZKCOM1,387$6.38 萬<0.1%−435−23.9%減碼歷史
ALTAltimmune, Inc.COM NEW17,683$6.38 萬<0.1%+1,650+10.3%加碼歷史
FFINFirst Financial Bankshares IncCOM2,133$6.37 萬<0.1%−187−8.1%減碼歷史
HAFCHanmi Financial CorpCOM NEW2,355$6.37 萬<0.1%−317−11.9%減碼歷史
FORMFormfactor IncCOM1,141$6.36 萬<0.1%−393−25.6%減碼歷史
IAUXi-80 Gold Corp.COM43,585$6.36 萬<0.1%−8,682−16.6%減碼歷史
SGNSigning Day Sports, Inc.COM67,300$6.36 萬<0.1%00.0%不變歷史
WSBCWesbanco IncCOM1,912$6.36 萬<0.1%+27+1.4%加碼歷史
CYTKCytokinetics IncCOM NEW999$6.35 萬<0.1%+110+12.4%加碼歷史
WSFSWSFS Financial CorpCOM1,148$6.34 萬<0.1%+221+23.8%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock705$6.34 萬<0.1%−1,313−65.1%減碼歷史
STLAStellantis N.V.SHS5,813$6.33 萬<0.1%−921−13.7%減碼歷史
AXSMAxsome Therapeutics, Inc.COM346$6.32 萬<0.1%−9−2.5%減碼歷史
TXNMTXNM Energy IncCOM1,073$6.32 萬<0.1%−766−41.7%減碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,443$6.31 萬<0.1%−106−6.8%減碼–
OXLCOxford Lane Capital Corp.COM4,300$6.30 萬<0.1%+100+2.4%加碼歷史
EMNEastman Chemical CoStock986$6.29 萬<0.1%+48+5.1%加碼歷史
UFCSUnited Fire Group IncCOM1,726$6.27 萬<0.1%+329+23.6%加碼歷史
TMDXTransMedics Group, Inc.COM515$6.26 萬<0.1%+21+4.3%加碼歷史
CDECoeur Mining, Inc.COM NEW3,512$6.26 萬<0.1%+121+3.6%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$6.26 萬<0.1%00.0%不變–
SVMSilvercorp Metals IncCOM7,503$6.26 萬<0.1%+1,170+18.5%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