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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
HTGCHercules Capital, Inc.COM3,322$6.25 萬<0.1%+3,000+931.7%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM941$6.25 萬<0.1%−76−7.5%減碼歷史
TALOTalos Energy Inc.COM5,656$6.23 萬<0.1%+362+6.8%加碼歷史
HTZHertz Global Holdings, IncCOM NEW12,097$6.22 萬<0.1%+9,356+341.3%加碼歷史
Vanguard Communication Services ETF92204A884ETF321$6.22 萬<0.1%00.0%不變–
HBMHudbay Minerals Inc.COM3,126$6.21 萬<0.1%+32+1.0%加碼歷史
CSWCCapital Southwest CorpCOM2,797$6.20 萬<0.1%−258−8.4%減碼歷史
TPHTri Pointe Homes, Inc.COM1,968$6.19 萬<0.1%−419−17.6%減碼歷史
RVTYRevvity, Inc.COM640$6.19 萬<0.1%+15+2.4%加碼歷史
SLRCSLR Investment Corp.COM4,000$6.18 萬<0.1%00.0%不變歷史
UCBUnited Community Banks IncCOM1,980$6.18 萬<0.1%−93−4.5%減碼歷史
FIBKFirst Interstate Bancsystem IncCOM1,784$6.17 萬<0.1%+249+16.2%加碼歷史
CNACna Financial CorpCOM1,293$6.17 萬<0.1%−66−4.9%減碼歷史
OGSONE Gas, Inc.COM799$6.17 萬<0.1%+161+25.2%加碼歷史
ATROAstronics CorpCOM1,137$6.17 萬<0.1%+188+19.8%加碼歷史
FNBFNB CorpCOM3,602$6.16 萬<0.1%+1,369+61.3%加碼歷史
iShares Select Dividend ETF464287168ETF432$6.09 萬<0.1%00.0%不變–
BCOBrinks CoCOM521$6.08 萬<0.1%+48+10.1%加碼歷史
MDUMdu Resources Group IncStock3,109$6.07 萬<0.1%+675+27.7%加碼歷史
NTRNutrien Ltd.COM983$6.07 萬<0.1%+176+21.8%加碼歷史
WUWestern Union COStock6,511$6.06 萬<0.1%−269−4.0%減碼歷史
BAHBooz Allen Hamilton Holding CorpCL A718$6.06 萬<0.1%−2,336−76.5%減碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR648$6.01 萬<0.1%+19+3.0%加碼歷史
VNOVornado Realty TrustSH BEN INT1,801$5.99 萬<0.1%+29+1.6%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW787$5.97 萬<0.1%+567+257.7%加碼歷史
XRAYDentsply Sirona Inc.Stock5,226$5.97 萬<0.1%−9,393−64.3%減碼歷史
NTCTNetscout Systems IncCOM2,206$5.97 萬<0.1%+57+2.7%加碼歷史
CIVICivitas Resources, Inc.EQUITY US CM2,203$5.97 萬<0.1%+363+19.7%加碼歷史
KURAKura Oncology, Inc.COM5,742$5.97 萬<0.1%+1,888+49.0%加碼歷史
CSTMConstellium SECL A SHS3,151$5.94 萬<0.1%+803+34.2%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$5.92 萬<0.1%00.0%不變–
WYWeyerhaeuser CoCOM NEW2,495$5.91 萬<0.1%+472+23.3%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS1,647$5.89 萬<0.1%+39+2.4%加碼–
Vanguard Consumer Discretionary ETF92204A108ETF149$5.87 萬<0.1%00.0%不變–
AROCArchrock, Inc.COM2,249$5.85 萬<0.1%−239−9.6%減碼歷史
TKRTimken CoCOM694$5.84 萬<0.1%+46+7.1%加碼歷史
OPCHOption Care Health, Inc.COM NEW1,830$5.83 萬<0.1%−617−25.2%減碼歷史
CRLCharles River Laboratories International, Inc.COM292$5.82 萬<0.1%−16−5.2%減碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD8,135$5.82 萬<0.1%+1,341+19.7%加碼歷史
TTITetra Technologies IncCOM6,204$5.81 萬<0.1%+1,473+31.1%加碼歷史
MRCYMercury Systems IncCOM796$5.81 萬<0.1%−101−11.3%減碼歷史
ORAOrmat Technologies, Inc.COM526$5.81 萬<0.1%−76−12.6%減碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,115$5.80 萬<0.1%−175−13.6%減碼–
CDPCopt Defense PropertiesREIT2,085$5.80 萬<0.1%+187+9.9%加碼歷史
MANManpowerGroup Inc.COM1,947$5.79 萬<0.1%−2,053−51.3%減碼歷史
MAINMain Street Capital CORPCEF955$5.77 萬<0.1%+24+2.6%加碼歷史
ECCEagle Point Credit CoCOM10,000$5.76 萬<0.1%00.0%不變歷史
RTORentokil Initial PLCSPONSORED ADR1,954$5.76 萬<0.1%+1,461+296.3%加碼歷史
BCHBank of ChileSPONSORED ADS1,511$5.74 萬<0.1%+189+14.3%加碼歷史
RBB FD Inc74933W601MOTLEY FOL ETF800$5.74 萬<0.1%+800新進–
AEOAmerican Eagle Outfitters IncCOM2,176$5.74 萬<0.1%+938+75.8%加碼歷史
AVTAvnet IncCOM1,192$5.73 萬<0.1%−813−40.5%減碼歷史
UBSIUnited Bankshares IncCOM1,492$5.73 萬<0.1%+292+24.3%加碼歷史
SIGSignet Jewelers LtdSHS691$5.73 萬<0.1%+86+14.2%加碼歷史
WAFDWafd IncStock1,783$5.71 萬<0.1%−47−2.6%減碼歷史
iShares Tr46434V787YLD OPTIM BD2,507$5.71 萬<0.1%+21+0.8%加碼–
ELPCEnergy Co of ParanaSPONSORED ADS5,994$5.70 萬<0.1%+4,134+222.3%加碼歷史
Innovator ETFs Trust45784N833US SMALL CAP PWR2,229$5.69 萬<0.1%+2,229新進–
ECHOEchoStar CORPCL A523$5.68 萬<0.1%−217−29.3%減碼歷史
CSGSCSG Systems International IncCOM738$5.66 萬<0.1%+367+98.9%加碼歷史
VTRSViatris IncStock4,537$5.65 萬<0.1%−366−7.5%減碼歷史
TSEMTower Semiconductor LtdSHS NEW481$5.65 萬<0.1%−190−28.3%減碼歷史
MCMoelis & CoCL A820$5.64 萬<0.1%+112+15.8%加碼歷史
CARAvis Budget Group, Inc.COM439$5.63 萬<0.1%+12+2.8%加碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD594$5.63 萬<0.1%−145−19.6%減碼–
REGRegency Centers CorpCOM813$5.61 萬<0.1%+339+71.5%加碼歷史
WABCWestamerica BancorporationCOM1,171$5.60 萬<0.1%+194+19.9%加碼歷史
IPGPIpg Photonics CorpCOM782$5.60 萬<0.1%−27−3.3%減碼歷史
BF.ABrown Forman CorpCL A2,128$5.60 萬<0.1%−615−22.4%減碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E1,692$5.57 萬<0.1%−51−2.9%減碼–
NWSNews CorpCL B1,881$5.57 萬<0.1%−560−22.9%減碼歷史
HUNHuntsman CORPCOM5,568$5.57 萬<0.1%−1,882−25.3%減碼歷史
AGIAlamos Gold IncStock1,441$5.56 萬<0.1%+25+1.8%加碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR2,330$5.56 萬<0.1%+282+13.8%加碼歷史
VISNVistance Networks, Inc.COM3,053$5.54 萬<0.1%+325+11.9%加碼歷史
MURMurphy Oil CorpCOM1,771$5.53 萬<0.1%+82+4.9%加碼歷史
KRCKilroy Realty CorpCOM1,481$5.53 萬<0.1%−417−22.0%減碼歷史
OFGOfg BancorpCOM1,349$5.53 萬<0.1%−209−13.4%減碼歷史
SSLSasol LtdSPONSORED ADR8,484$5.52 萬<0.1%−204−2.3%減碼歷史
EEFTEuronet Worldwide, Inc.COM725$5.52 萬<0.1%−157−17.8%減碼歷史
WFRDWeatherford International plcORD SHS704$5.51 萬<0.1%+137+24.2%加碼歷史
TRNTrinity Industries IncCOM2,076$5.49 萬<0.1%−386−15.7%減碼歷史
iShares Tips Bond ETF464287176ETF498$5.48 萬<0.1%+305+158.0%加碼–
BOHBank of Hawaii CorpCOM800$5.47 萬<0.1%+312+63.9%加碼歷史
IRTCiRhythm Holdings, Inc.COM308$5.47 萬<0.1%−4−1.3%減碼歷史
ROIVRoivant Sciences Ltd.SHS2,517$5.46 萬<0.1%+85+3.5%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM2,260$5.45 萬<0.1%−1,140−33.5%減碼歷史
XMTRXometry, Inc.CLASS A COM913$5.43 萬<0.1%+47+5.4%加碼歷史
CPFCentral Pacific Financial CorpCOM NEW1,742$5.43 萬<0.1%+567+48.3%加碼歷史
KALUKaiser Aluminum CorpCOM PAR $0.01471$5.41 萬<0.1%+73+18.3%加碼歷史
BAPCredicorp LtdCOM188$5.40 萬<0.1%+58+44.6%加碼歷史
Vanguard Financials ETF92204A405ETF403$5.38 萬<0.1%00.0%不變–
Capital Group Equity ETF Tr14022A201US LARGE GROWT1,882$5.38 萬<0.1%00.0%不變–
AMTMAmentum Holdings, Inc.COM1,853$5.37 萬<0.1%+481+35.1%加碼歷史
HIWHighwoods Properties, Inc.COM2,079$5.37 萬<0.1%−172−7.6%減碼歷史
CPTCamden Property TrustREIT488$5.37 萬<0.1%−330−40.3%減碼歷史
Defiance Quantum ETF26922A420ETF489$5.36 萬<0.1%+489新進–
SPNTSiriusPoint LtdCOM2,448$5.36 萬<0.1%+823+50.6%加碼歷史
FSVFirstService CorpCOM342$5.32 萬<0.1%−36−9.5%減碼歷史
HOPEHope Bancorp IncCOM4,850$5.32 萬<0.1%−77−1.6%減碼歷史

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