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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
Vanguard Malvern FDS922020805STRM INFPROIDX920$4.55 萬<0.1%−301−24.7%減碼–
BHVNBiohaven Ltd.COM4,031$4.55 萬<0.1%+2,583+178.4%加碼歷史
CRCLCircle Internet Group, Inc.COM CL A572$4.54 萬<0.1%+422+281.3%加碼歷史
JBGSJBG Smith PropertiesCOM2,663$4.53 萬<0.1%−127−4.6%減碼歷史
ACIWAci Worldwide, Inc.Stock944$4.51 萬<0.1%−57−5.7%減碼歷史
PLOWDouglas Dynamics, IncCOM1,380$4.51 萬<0.1%+114+9.0%加碼歷史
DHTDHT Holdings, Inc.SHS NEW3,671$4.48 萬<0.1%+655+21.7%加碼歷史
ALKAlaska Air Group, Inc.COM890$4.48 萬<0.1%−1,944−68.6%減碼歷史
FLNGFlex LNG Ltd.SHS1,794$4.48 萬<0.1%+1,408+364.8%加碼歷史
ARRArmour Residential REIT, Inc.COM SHS2,529$4.47 萬<0.1%−364−12.6%減碼歷史
PFSIPennyMac Financial Services, Inc.COM339$4.47 萬<0.1%+45+15.3%加碼歷史
GEFGreif, IncCL A660$4.47 萬<0.1%−273−29.3%減碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,926$4.47 萬<0.1%+2+0.1%加碼–
GRALGRAIL, Inc.COM521$4.46 萬<0.1%−46−8.1%減碼歷史
VSECVse CorpCOM258$4.46 萬<0.1%+153+145.7%加碼歷史
CBUCommunity Financial System, Inc.COM776$4.46 萬<0.1%+44+6.0%加碼歷史
TGNATegna IncCOM2,293$4.45 萬<0.1%−2,187−48.8%減碼歷史
KBHKB HomeCOM789$4.45 萬<0.1%+64+8.8%加碼歷史
NWBINorthwest Bancshares, Inc.COM3,707$4.45 萬<0.1%−718−16.2%減碼歷史
UHALU-Haul Holding CoCOM882$4.45 萬<0.1%+251+39.8%加碼歷史
LPXLouisiana-Pacific CorpCOM549$4.43 萬<0.1%−189−25.6%減碼歷史
RAMPLiveRamp Holdings, Inc.COM1,507$4.43 萬<0.1%+583+63.1%加碼歷史
DXPEDXP Enterprises IncCOM NEW403$4.42 萬<0.1%−56−12.2%減碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF965$4.42 萬<0.1%+965新進–
RUNSunrun Inc.COM2,397$4.41 萬<0.1%+67+2.9%加碼歷史
HMNHorace Mann Educators CorpCOM955$4.41 萬<0.1%−38−3.8%減碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN1,218$4.40 萬<0.1%00.0%不變–
PLNTPlanet Fitness, Inc.CL A406$4.40 萬<0.1%+48+13.4%加碼歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS650$4.40 萬<0.1%−175−21.2%減碼歷史
CENXCentury Aluminum CoCOM1,122$4.40 萬<0.1%−601−34.9%減碼歷史
PRAAPra Group IncCOM2,481$4.39 萬<0.1%+1,471+145.6%加碼歷史
BENFranklin Templeton IncCOM1,837$4.39 萬<0.1%+524+39.9%加碼歷史
BLDQXO Insulation, LLCStock105$4.38 萬<0.1%+31+41.9%加碼歷史
PAASPan American Silver CorpStock842$4.36 萬<0.1%−186−18.1%減碼歷史
UMBFUmb Financial CorpCOM379$4.36 萬<0.1%+7+1.9%加碼歷史
ABGAsbury Automotive Group IncCOM187$4.35 萬<0.1%−146−43.8%減碼歷史
GDSGDS Holdings LtdSPONSORED ADS1,245$4.35 萬<0.1%−132−9.6%減碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR203$4.33 萬<0.1%−16−7.3%減碼歷史
AUBAtlantic Union Bankshares CorpCOM1,226$4.33 萬<0.1%−228−15.7%減碼歷史
Vanguard Industrials ETF92204A603ETF145$4.33 萬<0.1%00.0%不變–
GNTXGentex CorpCOM1,859$4.33 萬<0.1%−2,757−59.7%減碼歷史
PACPacific Airport GroupSPON ADS B164$4.32 萬<0.1%+65+65.7%加碼歷史
LUMNLumen Technologies, Inc.Stock5,563$4.32 萬<0.1%+816+17.2%加碼歷史
THSTreeHouse Foods, Inc.COM1,831$4.32 萬<0.1%+462+33.7%加碼歷史
TPGTPG Inc.COM CL A675$4.31 萬<0.1%+649+2,496.2%加碼歷史
DHILDiamond Hill Investment Group IncCOM NEW254$4.31 萬<0.1%+38+17.6%加碼歷史
TILEInterface IncCOM1,538$4.29 萬<0.1%−50−3.1%減碼歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF846$4.27 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$4.27 萬<0.1%00.0%不變–
OKLOOklo Inc.COM CL A594$4.26 萬<0.1%+73+14.0%加碼歷史
CMPRCIMPRESS plcSHS EURO640$4.26 萬<0.1%+1+0.2%加碼歷史
TEMTempus AI, Inc.CL A720$4.25 萬<0.1%+11+1.6%加碼歷史
BKEBuckle IncCOM795$4.25 萬<0.1%−237−23.0%減碼歷史
ANABAnaptysbio, IncCOM875$4.24 萬<0.1%−90−9.3%減碼歷史
SWXSouthwest Gas Holdings, Inc.COM530$4.24 萬<0.1%−15−2.8%減碼歷史
MCWMister Car Wash, Inc.COM7,626$4.24 萬<0.1%+346+4.8%加碼歷史
GIIIG III Apparel Group LtdCOM1,462$4.23 萬<0.1%+309+26.8%加碼歷史
YALAYalla Group LtdADS6,090$4.23 萬<0.1%−1,065−14.9%減碼歷史
NWNNorthwest Natural Holding CoCOM904$4.23 萬<0.1%−28−3.0%減碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT888$4.22 萬<0.1%+643+262.4%加碼歷史
WTIW&T Offshore IncCOM25,909$4.22 萬<0.1%−593−2.2%減碼歷史
iShares Tr464289867CORE 60 BALA ETF646$4.20 萬<0.1%00.0%不變–
CMCLCaledonia Mining Corp PlcSHS NEW1,605$4.20 萬<0.1%+64+4.2%加碼歷史
OPLNOPENLANE, Inc.COM1,409$4.20 萬<0.1%+720+104.5%加碼歷史
NICNicolet Bankshares IncCOM346$4.20 萬<0.1%−1−0.3%減碼歷史
NWLNewell Brands Inc.Stock11,275$4.19 萬<0.1%+3,532+45.6%加碼歷史
GFLGFL Environmental Inc.SUB VTG SHS975$4.19 萬<0.1%+211+27.6%加碼歷史
ORNOrion Group Holdings IncCOM4,210$4.18 萬<0.1%00.0%不變歷史
OMABCentral North Airport GroupSPON ADR384$4.18 萬<0.1%+78+25.5%加碼歷史
ABEVAmbev S.A.SPONSORED ADR16,905$4.18 萬<0.1%+2,686+18.9%加碼歷史
FLNCFluence Energy, Inc.COM CL A2,110$4.17 萬<0.1%−16−0.8%減碼歷史
CCDCalamos Dynamic Convertible & Income FundCOM2,000$4.17 萬<0.1%00.0%不變歷史
EYENational Vision Holdings, Inc.COM1,614$4.17 萬<0.1%+1,031+176.8%加碼歷史
STBAS&T Bancorp IncCOM1,057$4.16 萬<0.1%+66+6.7%加碼歷史
RUSHARush Enterprises IncCL A771$4.16 萬<0.1%−100−11.5%減碼歷史
MGAMagna International IncCOM779$4.15 萬<0.1%+205+35.7%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.15 萬<0.1%00.0%不變歷史
LITELumentum Holdings Inc.COM112$4.13 萬<0.1%−55−32.9%減碼歷史
CMCCommercial Metals CoStock596$4.12 萬<0.1%−253−29.8%減碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR5,025$4.12 萬<0.1%−791−13.6%減碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP9,767$4.11 萬<0.1%−4,217−30.2%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,893$4.11 萬<0.1%+363+23.7%加碼歷史
American Centy ETF Tr025072364INTERNATIONAL LR577$4.11 萬<0.1%00.0%不變–
TMPTompkins Financial CorpCOM566$4.10 萬<0.1%+15+2.7%加碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK3,100$4.09 萬<0.1%−1,224−28.3%減碼歷史
PEOAdams Natural Resources Fund, Inc.COM1,873$4.07 萬<0.1%00.0%不變歷史
BBIOBridgeBio Pharma, Inc.COM532$4.07 萬<0.1%+74+16.2%加碼歷史
New Gold Inc Cda644535106COM4,666$4.06 萬<0.1%+1,343+40.4%加碼–
DRSLeonardo DRS, Inc.Stock1,191$4.06 萬<0.1%−19−1.6%減碼歷史
KFRCKforce IncCOM1,313$4.06 萬<0.1%+403+44.3%加碼歷史
CPKChesapeake Utilities CorpCOM325$4.05 萬<0.1%+78+31.6%加碼歷史
APPNAppian CorpCL A1,143$4.05 萬<0.1%+332+40.9%加碼歷史
TFPMTriple Flag Precious Metals Corp.Stock1,217$4.04 萬<0.1%+664+120.1%加碼歷史
JOEST JOE CoCOM679$4.03 萬<0.1%+193+39.7%加碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK2,011$4.02 萬<0.1%−3,412−62.9%減碼歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS578$4.02 萬<0.1%−493−46.0%減碼歷史
MTRNMATERION CorpCOM323$4.02 萬<0.1%−29−8.2%減碼歷史
UFPIUfp Industries IncCOM441$4.02 萬<0.1%−49−10.0%減碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF993$4.01 萬<0.1%−27−2.6%減碼–
NPKNational Presto Industries IncCOM375$4.00 萬<0.1%−184−32.9%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