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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
HTHHilltop Holdings Inc.COM1,566$5.32 萬<0.1%+289+22.6%加碼歷史
YETIYETI Holdings, Inc.COM1,202$5.31 萬<0.1%−44−3.5%減碼歷史
MSAMSA Safety IncCOM331$5.30 萬<0.1%+94+39.7%加碼歷史
ENVAEnova International, Inc.COM337$5.30 萬<0.1%−117−25.8%減碼歷史
ESSEssex Property Trust, Inc.COM202$5.29 萬<0.1%−87−30.1%減碼歷史
SOLVSolventum CorpStock667$5.28 萬<0.1%+8+1.2%加碼歷史
CHRDChord Energy CorpCOM NEW568$5.27 萬<0.1%−1,377−70.8%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK1,912$5.26 萬<0.1%−1,217−38.9%減碼歷史
KFYKorn FerryCOM NEW797$5.26 萬<0.1%−232−22.5%減碼歷史
FSMFortuna Mining Corp.Stock5,363$5.26 萬<0.1%−39−0.7%減碼歷史
U.S. Global Jets ETF26922A842ETF1,874$5.26 萬<0.1%−226−10.8%減碼–
BCPCBalchem CorpCOM342$5.24 萬<0.1%+178+108.5%加碼歷史
OISOil States International, IncCOM7,746$5.24 萬<0.1%−267−3.3%減碼歷史
BANFBancfirst CorpCOM494$5.24 萬<0.1%−13−2.6%減碼歷史
TRMKTrustmark CorpCOM1,343$5.23 萬<0.1%−60−4.3%減碼歷史
IOSPInnospec Inc.COM683$5.23 萬<0.1%+90+15.2%加碼歷史
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$5.22 萬<0.1%00.0%不變–
MTHMeritage Homes CORPCOM792$5.21 萬<0.1%+20+2.6%加碼歷史
BKUBankUnited, Inc.COM1,169$5.21 萬<0.1%−209−15.2%減碼歷史
JMIAJumia Technologies AGSPONSORED ADS4,167$5.20 萬<0.1%−492−10.6%減碼歷史
FCNFti Consulting, IncCOM304$5.19 萬<0.1%+38+14.3%加碼歷史
ACAArcosa, Inc.COM488$5.19 萬<0.1%−214−30.5%減碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD25,894$5.18 萬<0.1%+3,327+14.7%加碼歷史
MODModine Manufacturing CoCOM387$5.17 萬<0.1%−42−9.8%減碼歷史
TAPMolson Coors Beverage CoCL B1,104$5.15 萬<0.1%−107−8.8%減碼歷史
INDBIndependent Bank CorpCOM705$5.15 萬<0.1%+146+26.1%加碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM3,281$5.14 萬<0.1%+294+9.8%加碼歷史
LZLegalzoom.com, Inc.COM5,179$5.14 萬<0.1%+1,403+37.2%加碼歷史
FISIFinancial Institutions IncCOM1,649$5.14 萬<0.1%−9−0.5%減碼歷史
WYNNWynn Resorts LtdCOM427$5.13 萬<0.1%+176+70.1%加碼歷史
NJRNew Jersey Resources CorpStock1,111$5.12 萬<0.1%−299−21.2%減碼歷史
PAYCPaycom Software, Inc.Stock321$5.12 萬<0.1%+60+23.0%加碼歷史
INSWInternational Seaways, Inc.COM1,051$5.10 萬<0.1%−58−5.2%減碼歷史
TIMBTim S.A.SPONSORED ADR2,619$5.09 萬<0.1%+504+23.8%加碼歷史
MOG.AMoog Inc.CL A209$5.09 萬<0.1%+12+6.1%加碼歷史
NOVTNovanta IncCOM427$5.08 萬<0.1%+233+120.1%加碼歷史
SNEXStoneX Group Inc.COM534$5.08 萬<0.1%+334+167.0%加碼歷史
ABVXAbivax S.A.SPONSORED ADS375$5.06 萬<0.1%−2−0.5%減碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,220$5.05 萬<0.1%−182−13.0%減碼–
FBKFB Financial CorpCOM905$5.05 萬<0.1%−13−1.4%減碼歷史
MAPSWM Technology, Inc.COM61,156$5.05 萬<0.1%+396+0.7%加碼歷史
ASRSoutheast Airport GroupSPON ADR SER B156$5.04 萬<0.1%+1+0.6%加碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX506$5.04 萬<0.1%+358+241.9%加碼–
iShares Tr46436E601ESG MSCI EM LDRS866$5.03 萬<0.1%00.0%不變–
AREAlexandria Real Estate Equities, Inc.COM1,027$5.03 萬<0.1%−3,848−78.9%減碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D1,384$5.00 萬<0.1%−1,087−44.0%減碼歷史
OBDCBlue Owl Capital CorpCOM4,025$5.00 萬<0.1%−245−5.7%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,212$5.00 萬<0.1%+1,179+3,572.7%加碼–
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF786$4.99 萬<0.1%+610+346.6%加碼–
STRAStrategic Education, Inc.COM618$4.96 萬<0.1%−104−14.4%減碼歷史
UWMCUWM Holdings CorpCOM CL A11,309$4.95 萬<0.1%+6,574+138.8%加碼歷史
GMEDGlobus Medical IncStock567$4.95 萬<0.1%+107+23.3%加碼歷史
XPOXPO, Inc.COM363$4.93 萬<0.1%−66−15.4%減碼歷史
Capital Group Conservative E14020U100SHS1,613$4.92 萬<0.1%+338+26.5%加碼–
AKRAcadia Realty TrustCOM SH BEN INT2,393$4.92 萬<0.1%−311−11.5%減碼歷史
STSensata Technologies Holding plcSHS1,476$4.91 萬<0.1%+689+87.5%加碼歷史
OSOneStream, Inc.CL A2,673$4.91 萬<0.1%+2,532+1,795.7%加碼歷史
DJTTrump Media & Technology Group Corp.Stock3,708$4.91 萬<0.1%−138−3.6%減碼歷史
LIVNLivaNova PLCSHS797$4.90 萬<0.1%+308+63.0%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$4.90 萬<0.1%00.0%不變歷史
DVDoubleVerify Holdings, Inc.COM4,278$4.89 萬<0.1%+357+9.1%加碼歷史
FULFuller H B CoStock822$4.89 萬<0.1%−230−21.9%減碼歷史
PTGXProtagonist Therapeutics, IncCOM559$4.88 萬<0.1%+19+3.5%加碼歷史
CTRECareTrust REIT, Inc.COM1,349$4.88 萬<0.1%+95+7.6%加碼歷史
GLNGGolar LNG LtdSHS1,309$4.87 萬<0.1%−38−2.8%減碼歷史
DLXDeluxe CorpCOM2,179$4.87 萬<0.1%+552+33.9%加碼歷史
MNSOMINISO Group Holding LtdSPONSORED ADS2,592$4.86 萬<0.1%+5+0.2%加碼歷史
FGF&G Annuities & Life, Inc.COMMON STOCK1,574$4.86 萬<0.1%+363+30.0%加碼歷史
CHCOCity Holding CoCOM406$4.84 萬<0.1%−30−6.9%減碼歷史
DNOWDNOW Inc.COM3,629$4.81 萬<0.1%+1,216+50.4%加碼歷史
BGBunge Global SACOM SHS539$4.80 萬<0.1%−171−24.1%減碼歷史
FCFFirst Commonwealth Financial CorpCOM2,847$4.80 萬<0.1%−77−2.6%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS916$4.80 萬<0.1%−1,058−53.6%減碼歷史
DARDarling Ingredients Inc.COM1,331$4.79 萬<0.1%+416+45.5%加碼歷史
RKLBRocket Lab CorpCOM686$4.79 萬<0.1%+13+1.9%加碼歷史
PLTKPlaytika Holding Corp.COM12,102$4.78 萬<0.1%+9,382+344.9%加碼歷史
STAGSTAG Industrial, Inc.COM1,298$4.77 萬<0.1%−298−18.7%減碼歷史
JOUTJohnson Outdoors IncCL A1,122$4.76 萬<0.1%+811+260.8%加碼歷史
CNXCNX Resources CorpCOM1,290$4.74 萬<0.1%−645−33.3%減碼歷史
PHINPhinia Inc.COMMON STOCK756$4.74 萬<0.1%−112−12.9%減碼歷史
iShares Tr464287762US HLTHCARE ETF726$4.73 萬<0.1%00.0%不變–
AESAES CorpStock3,290$4.72 萬<0.1%+149+4.7%加碼歷史
PNWPinnacle West Capital CorpCOM532$4.72 萬<0.1%−14−2.6%減碼歷史
iShares Inc464286533MSCI EMERG MRKT735$4.71 萬<0.1%+652+785.5%加碼–
CCSCentury Communities, Inc.COM790$4.69 萬<0.1%+17+2.2%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$4.68 萬<0.1%00.0%不變歷史
MMYTMakeMyTrip LtdStock568$4.66 萬<0.1%−39−6.4%減碼歷史
HXLHexcel CorpCOM631$4.66 萬<0.1%−175−21.7%減碼歷史
AXAxos Financial, Inc.COM537$4.63 萬<0.1%+60+12.6%加碼歷史
HFWAHeritage Financial CorpCOM1,955$4.62 萬<0.1%−185−8.6%減碼歷史
IRWDIronwood Pharmaceuticals IncCOM CL A13,680$4.61 萬<0.1%−891−6.1%減碼歷史
VanEck ETF Trust92189F411BDC INCOME ETF3,250$4.61 萬<0.1%00.0%不變–
XYZBlock, Inc.CL A707$4.60 萬<0.1%+179+33.9%加碼歷史
MVTBlackRock Munivest Fund II, Inc.COM4,250$4.59 萬<0.1%00.0%不變歷史
HCSGHealthcare Services Group IncCOM2,399$4.59 萬<0.1%−1,417−37.1%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF1,007$4.57 萬<0.1%−57−5.4%減碼依 2 比 1 拆股換算–
Fidelity Covington Trust31609A206ENHANCED SML CAP1,208$4.57 萬<0.1%+2+0.2%加碼–
MIDDMIDDLEBY CorpCOM307$4.56 萬<0.1%+8+2.7%加碼歷史
WTFCWintrust Financial CorpCOM326$4.56 萬<0.1%−69−17.5%減碼歷史
SAFTSafety Insurance Group IncCOM585$4.56 萬<0.1%+18+3.2%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