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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
AGCOAGCO CorpCOM383$4.00 萬<0.1%+43+12.6%加碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL439$3.99 萬<0.1%+1+0.2%加碼–
AVAVAeroVironment IncCOM165$3.99 萬<0.1%+2+1.2%加碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS3,718$3.99 萬<0.1%+388+11.7%加碼歷史
LASRNlight, Inc.COM1,062$3.98 萬<0.1%+647+155.9%加碼歷史
GBCIGlacier Bancorp, Inc.COM903$3.98 萬<0.1%+185+25.8%加碼歷史
HCCWarrior Met Coal, Inc.COM451$3.98 萬<0.1%−241−34.8%減碼歷史
VICRVicor CorpCOM362$3.97 萬<0.1%−40−10.0%減碼歷史
FBINFortune Brands Innovations, Inc.COM793$3.97 萬<0.1%−98−11.0%減碼歷史
HNRGHallador Energy CoStock2,075$3.95 萬<0.1%−49−2.3%減碼歷史
ONBOld National BancorpStock1,754$3.91 萬<0.1%−1,191−40.4%減碼歷史
JJSFJ&J Snack Foods CorpCOM433$3.91 萬<0.1%+13+3.1%加碼歷史
ALABAstera Labs, Inc.Stock235$3.91 萬<0.1%+35+17.5%加碼歷史
NNINelnet IncCL A294$3.91 萬<0.1%−94−24.2%減碼歷史
BDCBelden Inc.COM335$3.90 萬<0.1%+47+16.3%加碼歷史
BANCBanc of California, Inc.COM2,023$3.90 萬<0.1%+564+38.7%加碼歷史
Franklin Templeton ETF Tr35473P827FTSE CANADA807$3.90 萬<0.1%00.0%不變–
ECPGEncore Capital Group IncCOM717$3.90 萬<0.1%+466+185.7%加碼歷史
BLKBBlackbaud IncCOM615$3.89 萬<0.1%+487+380.5%加碼歷史
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA1,214$3.89 萬<0.1%+31+2.6%加碼–
HGVHilton Grand Vacations Inc.COM869$3.89 萬<0.1%−240−21.6%減碼歷史
RDYDr Reddys Laboratories LtdADR2,767$3.88 萬<0.1%−598−17.8%減碼歷史
TDWTidewater IncCOM768$3.88 萬<0.1%−23−2.9%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,354$3.88 萬<0.1%+1,399+47.3%加碼歷史
KNSLKinsale Capital Group, Inc.Stock99$3.87 萬<0.1%−5−4.8%減碼歷史
BMAMacro Bank Inc.SPON ADR B429$3.87 萬<0.1%−365−46.0%減碼歷史
BANRBanner CorpCOM NEW617$3.87 萬<0.1%−168−21.4%減碼歷史
GTESGates Industrial Corp Ltd.ORD SHS1,800$3.86 萬<0.1%−1,452−44.6%減碼歷史
iShares Tr464288273EAFE SML CP ETF498$3.86 萬<0.1%00.0%不變–
ACADAcadia Pharmaceuticals IncCOM1,441$3.85 萬<0.1%+258+21.8%加碼歷史
SRRKScholar Rock Holding CorpCOM872$3.84 萬<0.1%+525+151.3%加碼歷史
SHBIShore Bancshares IncCOM2,168$3.83 萬<0.1%+73+3.5%加碼歷史
ADPTAdaptive Biotechnologies CorpCOM2,359$3.83 萬<0.1%+1,565+197.1%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,965$3.82 萬<0.1%−25−0.8%減碼歷史
BMIBadger Meter IncCOM219$3.82 萬<0.1%+51+30.4%加碼歷史
DRVNDriven Brands Holdings Inc.COM2,578$3.82 萬<0.1%+510+24.7%加碼歷史
COCOVita Coco Company, Inc.COM720$3.82 萬<0.1%−565−44.0%減碼歷史
ALHCAlignment Healthcare, Inc.COM1,928$3.81 萬<0.1%+457+31.1%加碼歷史
MVSTMicrovast Holdings, Inc.COM13,592$3.81 萬<0.1%−10,000−42.4%減碼歷史
CAVACava Group, Inc.COM647$3.80 萬<0.1%+347+115.7%加碼歷史
FRMEFirst Merchants CorpCOM1,013$3.80 萬<0.1%+159+18.6%加碼歷史
TACTransalta CorpCOM3,000$3.79 萬<0.1%+812+37.1%加碼歷史
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR819$3.79 萬<0.1%+8+1.0%加碼–
BFHBread Financial Holdings, Inc.COM511$3.78 萬<0.1%−130−20.3%減碼歷史
Vanguard Fixed Income Secs F922031687HIGH-YIELD ACTV500$3.77 萬<0.1%+500新進–
MHOM/I Homes, Inc.COM294$3.76 萬<0.1%−23−7.3%減碼歷史
DANDANA IncCOM1,580$3.75 萬<0.1%+445+39.2%加碼歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE287$3.75 萬<0.1%00.0%不變–
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$3.75 萬<0.1%00.0%不變歷史
UHAL.BU-Haul Holding CoCOM SER N802$3.75 萬<0.1%−365−31.3%減碼歷史
SKYWSkywest IncCOM373$3.75 萬<0.1%−417−52.8%減碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$3.73 萬<0.1%00.0%不變–
ACMRACM Research, Inc.Stock945$3.73 萬<0.1%−119−11.2%減碼歷史
LYTSLsi Industries IncCOM2,029$3.72 萬<0.1%−755−27.1%減碼歷史
GSLGlobal Ship Lease, Inc.COM CL A1,057$3.70 萬<0.1%+68+6.9%加碼歷史
MSMMSC Industrial Direct Co IncCL A440$3.70 萬<0.1%−86−16.3%減碼歷史
FBNCFirst BancorpCOM728$3.70 萬<0.1%+8+1.1%加碼歷史
CAECae IncCOM1,211$3.68 萬<0.1%−646−34.8%減碼歷史
BRXBrixmor Property Group Inc.COM1,403$3.68 萬<0.1%−252−15.2%減碼歷史
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$3.68 萬<0.1%00.0%不變–
ENTGEntegris IncCOM436$3.68 萬<0.1%−103−19.1%減碼歷史
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,237$3.67 萬<0.1%−218−15.0%減碼–
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,028$3.67 萬<0.1%00.0%不變–
ARQTArcutis Biotherapeutics, Inc.COM1,261$3.66 萬<0.1%+698+124.0%加碼歷史
GFFGriffon CorpCOM497$3.66 萬<0.1%−51−9.3%減碼歷史
ICLICL Group Ltd.SHS6,369$3.65 萬<0.1%−980−13.3%減碼歷史
RELYRemitly Global, Inc.COM2,642$3.65 萬<0.1%+1,545+140.8%加碼歷史
SITMSITIME CorpCOM103$3.64 萬<0.1%+6+6.2%加碼歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW988$3.64 萬<0.1%+20+2.1%加碼–
SBCFSeacoast Banking Corp of FloridaCOM NEW1,154$3.63 萬<0.1%+214+22.8%加碼歷史
Capital Group Equity ETF Tr14022A102US SM MI CA ETF1,256$3.62 萬<0.1%+4+0.3%加碼–
SQMChemical & Mining Co of Chile IncSPON ADR SER B526$3.62 萬<0.1%−30−5.4%減碼歷史
NPOEnpro Inc.COM169$3.62 萬<0.1%+11+7.0%加碼歷史
AAMIAcadian Asset Management Inc.COM769$3.61 萬<0.1%−126−14.1%減碼歷史
LNTHLantheus Holdings, Inc.Stock543$3.61 萬<0.1%+67+14.1%加碼歷史
RGNXREGENXBIO Inc.COM2,505$3.61 萬<0.1%+534+27.1%加碼歷史
SLVMSylvamo CorpCOMMON STOCK748$3.60 萬<0.1%+132+21.4%加碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW12,333$3.60 萬<0.1%+429+3.6%加碼歷史
TPCTutor Perini CorpCOM536$3.59 萬<0.1%+188+54.0%加碼歷史
HURNHuron Consulting Group Inc.Stock207$3.58 萬<0.1%−145−41.2%減碼歷史
COLDAmericold Realty TrustCOM2,781$3.58 萬<0.1%+1,432+106.2%加碼歷史
NUVBNuvation Bio Inc.COM CL A3,989$3.57 萬<0.1%00.0%不變歷史
UUnity Software Inc.COM808$3.57 萬<0.1%−379−31.9%減碼歷史
MYEMyers Industries IncCOM1,904$3.56 萬<0.1%+505+36.1%加碼歷史
LSCCLattice Semiconductor CorpCOM484$3.56 萬<0.1%+8+1.7%加碼歷史
NHINational Health Investors IncCOM466$3.56 萬<0.1%+81+21.0%加碼歷史
MIRMMirum Pharmaceuticals, Inc.COM450$3.55 萬<0.1%−12−2.6%減碼歷史
AMGAffiliated Managers Group, Inc.Stock123$3.55 萬<0.1%−113−47.9%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK2,062$3.54 萬<0.1%+1,306+172.8%加碼歷史
KLICKulicke & Soffa Industries IncCOM777$3.54 萬<0.1%−65−7.7%減碼歷史
SRCE1st Source CorpCOM565$3.53 萬<0.1%+96+20.5%加碼歷史
ELMEElme CommunitiesSH BEN INT2,028$3.53 萬<0.1%−341−14.4%減碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF877$3.53 萬<0.1%−11,944−93.2%減碼–
BEPCBrookfield Renewable CorpCL A EX SUB VTG917$3.52 萬<0.1%+7+0.8%加碼歷史
DKSDick's Sporting Goods, Inc.Stock177$3.50 萬<0.1%−59−25.0%減碼歷史
BLEBlackRock Municipal Income Trust IICOM3,354$3.50 萬<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM1,514$3.49 萬<0.1%+313+26.1%加碼歷史
EMAEmera IncCOM708$3.49 萬<0.1%+660+1,375.0%加碼歷史
PRPermian Resources CorpCLASS A COM2,486$3.49 萬<0.1%−2,358−48.7%減碼歷史
HRTGHeritage Insurance Holdings, Inc.COM1,189$3.48 萬<0.1%+330+38.4%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