跳到主要內容
Livermore
Livermore
中文EN

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
IMAXImax CorpCOM941$3.48 萬<0.1%−25−2.6%減碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX311$3.48 萬<0.1%−60−16.2%減碼–
Fidelity Covington Trust316092527SML MID MLTFCT787$3.47 萬<0.1%00.0%不變–
MRXMarex Group LtdORD905$3.47 萬<0.1%+903+45,150.0%加碼歷史
ATECAlphatec Holdings, Inc.COM NEW1,649$3.47 萬<0.1%+22+1.4%加碼歷史
LXPLXP Industrial TrustCOM698$3.46 萬<0.1%+44+6.8%加碼依 1 比 5 拆股換算歷史
VRRMVerra Mobility CorpCL A COM STK1,539$3.45 萬<0.1%−481−23.8%減碼歷史
TDSTelephone & Data Systems IncCOM NEW840$3.44 萬<0.1%−306−26.7%減碼歷史
KIOKKR Income Opportunities FundCOM2,971$3.44 萬<0.1%+1,103+59.0%加碼歷史
CCBCoastal Financial CorpCOM NEW300$3.44 萬<0.1%+169+129.0%加碼歷史
CELCCelcuity Inc.COM343$3.42 萬<0.1%+319+1,329.2%加碼歷史
PCVXVaxcyte, Inc.COM741$3.42 萬<0.1%+184+33.0%加碼歷史
BYByline Bancorp, Inc.COM1,171$3.41 萬<0.1%+76+6.9%加碼歷史
DBXDropbox, Inc.CL A1,221$3.39 萬<0.1%+113+10.2%加碼歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM2,552$3.39 萬<0.1%+957+60.0%加碼歷史
SOLSSolstice Advanced Materials Inc.COM SHS696$3.38 萬<0.1%+696新進歷史
BBTBeacon Financial CorpCOM1,281$3.38 萬<0.1%−1,842−59.0%減碼歷史
FLGFlagstar Bank, National AssociationStock2,683$3.38 萬<0.1%+739+38.0%加碼歷史
CVCOCavco Industries, Inc.COM57$3.37 萬<0.1%+1+1.8%加碼歷史
WDFCWD 40 CoCOM171$3.37 萬<0.1%−85−33.2%減碼歷史
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,300$3.36 萬<0.1%−2,555−23.5%減碼歷史
PENPenumbra IncCOM108$3.36 萬<0.1%−53−32.9%減碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$3.34 萬<0.1%00.0%不變–
SFNCSimmons First National CorpCL A $1 PAR1,773$3.34 萬<0.1%−144−7.5%減碼歷史
PFSProvident Financial Services IncCOM1,681$3.32 萬<0.1%−108−6.0%減碼歷史
NHCNational Healthcare CorpCOM242$3.32 萬<0.1%−261−51.9%減碼歷史
CWKCushman & Wakefield Ltd.COMMON SHARES2,048$3.32 萬<0.1%−64−3.0%減碼歷史
SERVServe Robotics Inc.COM3,192$3.31 萬<0.1%+2,392+299.0%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM663$3.31 萬<0.1%−103−13.4%減碼歷史
ACLSAxcelis Technologies IncStock411$3.30 萬<0.1%−174−29.7%減碼歷史
CWSTCasella Waste Systems IncCL A337$3.30 萬<0.1%+98+41.0%加碼歷史
HEHawaiian Electric Industries IncCOM2,682$3.30 萬<0.1%+737+37.9%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF1,244$3.29 萬<0.1%+1,090+707.8%加碼–
VIPSVipshop Holdings LtdSPONSORED ADS A1,857$3.29 萬<0.1%+242+15.0%加碼歷史
POWLPowell Industries IncStock103$3.28 萬<0.1%+12+13.2%加碼歷史
SDRLSEADRILL LtdCOM947$3.28 萬<0.1%+99+11.7%加碼歷史
STRLSterling Infrastructure, Inc.COM107$3.28 萬<0.1%+27+33.8%加碼歷史
HPHelmerich & Payne, Inc.COM1,140$3.27 萬<0.1%−376−24.8%減碼歷史
KOPNKopin CorpCOM13,933$3.26 萬<0.1%−2,000−12.6%減碼歷史
BBDBank BradescoSP ADR PFD NEW9,784$3.26 萬<0.1%+3,648+59.5%加碼歷史
BOKFBok Financial CorpCOM NEW275$3.26 萬<0.1%−161−36.9%減碼歷史
NSSCNapco Security Technologies, IncStock781$3.26 萬<0.1%+156+25.0%加碼歷史
SKTTanger Inc.COM968$3.23 萬<0.1%−129−11.8%減碼歷史
JDJD.com, Inc.SPON ADS CL A1,124$3.23 萬<0.1%−61−5.1%減碼歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS818$3.22 萬<0.1%+325+65.9%加碼歷史
BSACBanco Santander ChileSP ADR REP COM1,035$3.22 萬<0.1%−282−21.4%減碼歷史
HHHHoward Hughes Holdings Inc.COM403$3.21 萬<0.1%−262−39.4%減碼歷史
THFFFirst Financial CorpStock532$3.21 萬<0.1%−106−16.6%減碼歷史
LABStandard Biotools Inc.COM25,078$3.21 萬<0.1%−113−0.4%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF313$3.21 萬<0.1%−131−29.5%減碼–
EFOREverforth IncCOM666$3.21 萬<0.1%+123+22.7%加碼歷史
WSBFWaterstone Financial, Inc.COM1,938$3.21 萬<0.1%−281−12.7%減碼歷史
MATVMativ Holdings, Inc.COM2,637$3.20 萬<0.1%+20+0.8%加碼歷史
MATXMatson, Inc.COM258$3.19 萬<0.1%+94+57.3%加碼歷史
TRSTTrustco Bank Corp N YCOM NEW771$3.19 萬<0.1%−19−2.4%減碼歷史
Fidelity Covington Trust31609A107ENHANCED LARGE919$3.18 萬<0.1%00.0%不變–
CVBFCVB Financial CorpCOM1,712$3.18 萬<0.1%+272+18.9%加碼歷史
ALKTAlkami Technology, Inc.Stock1,379$3.18 萬<0.1%−49−3.4%減碼歷史
iShares Tr46435G102CONV BD ETF322$3.18 萬<0.1%+4+1.3%加碼–
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$3.17 萬<0.1%00.0%不變歷史
ARDXArdelyx, Inc.COM5,436$3.17 萬<0.1%−354−6.1%減碼歷史
CIBGrupo Cibest S.A.SPON ADS498$3.17 萬<0.1%+12+2.5%加碼歷史
RBRKRubrik, Inc.Stock414$3.17 萬<0.1%+49+13.4%加碼歷史
CIGIColliers International Group Inc.SUB VTG SHS215$3.16 萬<0.1%−96−30.9%減碼歷史
MGEEMge Energy IncCOM403$3.16 萬<0.1%+112+38.5%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,011$3.15 萬<0.1%+345+51.8%加碼歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK1,185$3.15 萬<0.1%−162−12.0%減碼歷史
FSSFederal Signal CorpCOM289$3.14 萬<0.1%+37+14.7%加碼歷史
ASBAssociated Banc-CorpCOM1,218$3.14 萬<0.1%−105−7.9%減碼歷史
USPHU S Physical Therapy IncCOM401$3.13 萬<0.1%−70−14.9%減碼歷史
HOMBHome Bancshares IncCOM1,126$3.13 萬<0.1%+171+17.9%加碼歷史
OSBCOld Second Bancorp IncCOM1,604$3.13 萬<0.1%−6−0.4%減碼歷史
FTDRFrontdoor, Inc.COM541$3.12 萬<0.1%+3+0.6%加碼歷史
EICEagle Point Income CoCOM2,735$3.12 萬<0.1%+1,064+63.7%加碼歷史
KWRQuaker Chemical CorpCOM227$3.12 萬<0.1%−26−10.3%減碼歷史
OLMAOlema Pharmaceuticals, Inc.COM1,245$3.11 萬<0.1%+1,232+9,476.9%加碼歷史
MSGSMadison Square Garden Sports Corp.CL A120$3.10 萬<0.1%+8+7.1%加碼歷史
RLIRli CorpCOM485$3.10 萬<0.1%−111−18.6%減碼歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$3.10 萬<0.1%00.0%不變–
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,621$3.10 萬<0.1%+203+14.3%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD8,401$3.10 萬<0.1%−1,188−12.4%減碼歷史
DVADavita Inc.COM272$3.09 萬<0.1%−284−51.1%減碼歷史
IPARInterparfums IncCOM363$3.08 萬<0.1%+45+14.2%加碼歷史
DRHDiamondRock Hospitality CoCOM3,436$3.08 萬<0.1%+1,498+77.3%加碼歷史
SMRNuscale Power CorpCL A COM2,164$3.07 萬<0.1%+418+23.9%加碼歷史
Putnam ETF Trust746729508BDC INCOME ETF1,000$3.06 萬<0.1%+1,000新進–
DSGXDescartes Systems Group IncCOM348$3.05 萬<0.1%−437−55.7%減碼歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,260$3.04 萬<0.1%+11+0.9%加碼–
Global X Uranium ETF37954Y871ETF712$3.04 萬<0.1%+612+612.0%加碼–
NOMDNomad Foods LtdUSD ORD SHS2,432$3.04 萬<0.1%+479+24.5%加碼歷史
OTTROtter Tail CorpCOM376$3.04 萬<0.1%+212+129.3%加碼歷史
DTDynatrace, Inc.Stock701$3.04 萬<0.1%−98−12.3%減碼歷史
MDPediatrix Medical Group, Inc.COM1,415$3.03 萬<0.1%+45+3.3%加碼歷史
EBCEastern Bankshares, Inc.COM1,637$3.02 萬<0.1%+762+87.1%加碼歷史
Ea Series Trust02072L680STRIVE 500 ETF684$3.02 萬<0.1%+684新進–
LEGLeggett & Platt IncStock2,740$3.01 萬<0.1%+475+21.0%加碼歷史
APGEApogee Therapeutics, Inc.COM399$3.01 萬<0.1%+124+45.1%加碼歷史
QBTSD-Wave Quantum Inc.Stock1,151$3.01 萬<0.1%+838+267.7%加碼歷史
GLBEGlobal-E Online Ltd.SHS764$3.00 萬<0.1%+56+7.9%加碼歷史
CMCOColumbus McKinnon CorpCOM1,741$3.00 萬<0.1%+565+48.0%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