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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
SBSISouthside Bancshares IncCOM987$3.00 萬<0.1%−11−1.1%減碼歷史
WASHWashington Trust Bancorp IncCOM1,015$3.00 萬<0.1%+542+114.6%加碼歷史
PCORProcore Technologies, Inc.COM412$3.00 萬<0.1%+33+8.7%加碼歷史
SHOOSteven Madden, Ltd.COM719$2.99 萬<0.1%−143−16.6%減碼歷史
OSCROscar Health, Inc.CL A2,080$2.99 萬<0.1%+633+43.7%加碼歷史
TMETencent Music Entertainment GroupSPON ADS1,702$2.98 萬<0.1%−803−32.1%減碼歷史
AATAmerican Assets Trust, Inc.COM1,576$2.98 萬<0.1%−713−31.1%減碼歷史
UNFIUnited Natural Foods IncCOM886$2.98 萬<0.1%−175−16.5%減碼歷史
IBPInstalled Building Products, Inc.COM115$2.98 萬<0.1%+11+10.6%加碼歷史
TTDTrade Desk, Inc.Stock784$2.98 萬<0.1%−25−3.1%減碼歷史
Carnival Corp Ltd.14365C103ADR980$2.97 萬<0.1%+536+120.7%加碼–
GOLFAcushnet Holdings Corp.COM372$2.97 萬<0.1%−63−14.5%減碼歷史
FBPFirst BancorpCOM NEW1,432$2.97 萬<0.1%−385−21.2%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.97 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C342US SML CP PWR ET843$2.96 萬<0.1%00.0%不變–
WMSAdvanced Drainage Systems, Inc.COM204$2.96 萬<0.1%+21+11.5%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C607$2.95 萬<0.1%+99+19.5%加碼歷史
AMBAAmbarella IncSHS416$2.95 萬<0.1%−36−8.0%減碼歷史
TECHBIO-TECHNE CorpCOM501$2.95 萬<0.1%+9+1.8%加碼歷史
MGYMagnolia Oil & Gas CorpCL A1,346$2.95 萬<0.1%−426−24.0%減碼歷史
TENTsakos Energy Navigation LtdSHS1,312$2.94 萬<0.1%00.0%不變歷史
MSBIMidland States Bancorp, Inc.COM1,389$2.94 萬<0.1%−386−21.7%減碼歷史
WMGWarner Music Group Corp.COM CL A958$2.94 萬<0.1%−65−6.4%減碼歷史
MTXMinerals Technologies IncCOM482$2.94 萬<0.1%−428−47.0%減碼歷史
RNGRingCentral, Inc.CL A1,012$2.92 萬<0.1%+738+269.3%加碼歷史
SNAPSnap IncStock3,618$2.92 萬<0.1%+3,071+561.4%加碼歷史
SOBOSouth Bow CorpCOM1,062$2.92 萬<0.1%+7+0.7%加碼歷史
OIIOceaneering International IncStock1,212$2.91 萬<0.1%−378−23.8%減碼歷史
BIOBio-Rad Laboratories, Inc.CL A96$2.91 萬<0.1%+7+7.9%加碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS1,500$2.91 萬<0.1%+1,500新進–
HIHillenbrand, Inc.COM916$2.91 萬<0.1%+394+75.5%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ426$2.91 萬<0.1%+9+2.2%加碼–
NBHCNational Bank Holdings CorpCL A764$2.90 萬<0.1%+235+44.4%加碼歷史
WORWorthington Enterprises, Inc.COM563$2.90 萬<0.1%+15+2.7%加碼歷史
RZLVRezolve AI PLCORD SHS11,278$2.90 萬<0.1%+8,497+305.5%加碼歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH312$2.90 萬<0.1%00.0%不變–
Aim ETF Products Trust00888H794ALLIANZIM US EQT853$2.90 萬<0.1%−135−13.7%減碼–
BSTBlackRock Science & Technology TrustSHS710$2.88 萬<0.1%00.0%不變歷史
DKDelek US Holdings, Inc.COM968$2.87 萬<0.1%+614+173.4%加碼歷史
TRINTrinity Capital Inc.COM1,956$2.87 萬<0.1%−33−1.7%減碼歷史
DORMDorman Products, Inc.COM232$2.86 萬<0.1%−118−33.7%減碼歷史
RYTMRhythm Pharmaceuticals, Inc.COM266$2.85 萬<0.1%+200+303.0%加碼歷史
SMBKSmartfinancial Inc.COM NEW769$2.84 萬<0.1%−729−48.7%減碼歷史
APLEApple Hospitality REIT, Inc.REIT2,398$2.84 萬<0.1%−550−18.7%減碼歷史
AAONAaon, Inc.COM PAR $0.004371$2.83 萬<0.1%−64−14.7%減碼歷史
MIRMirion Technologies, Inc.COM CL A1,207$2.83 萬<0.1%−849−41.3%減碼歷史
BRZEBraze, Inc.Stock824$2.83 萬<0.1%+372+82.3%加碼歷史
HBNCHorizon Bancorp IncCOM1,666$2.83 萬<0.1%+660+65.6%加碼歷史
KRMNKarman Holdings Inc.COMMON STOCK386$2.82 萬<0.1%+347+889.7%加碼歷史
PFBCPreferred BankCOM NEW299$2.82 萬<0.1%−47−13.6%減碼歷史
MPLXMPLX LPCOM UNIT REP LTD528$2.82 萬<0.1%−85−13.9%減碼歷史
PCHPotlatchdeltic CorpCOM708$2.82 萬<0.1%+95+15.5%加碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM752$2.81 萬<0.1%+643+589.9%加碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM164$2.81 萬<0.1%−52−24.1%減碼歷史
NUVNuveen Municipal Value Fund IncCOM3,100$2.81 萬<0.1%+3,100新進歷史
AVNSAvanos Medical, Inc.Stock2,496$2.80 萬<0.1%+1,423+132.6%加碼歷史
SXTSensient Technologies CorpCOM298$2.80 萬<0.1%−123−29.2%減碼歷史
IVTInvenTrust Properties Corp.COM NEW991$2.80 萬<0.1%−373−27.3%減碼歷史
CCUUnited Breweries Co IncSPONSORED ADR2,189$2.79 萬<0.1%+80+3.8%加碼歷史
SXIStandex International CorpCOM128$2.78 萬<0.1%+37+40.7%加碼歷史
Clearway Energy, Inc.18539C105CL A885$2.78 萬<0.1%−21−2.3%減碼–
ZIMZIM Integrated Shipping Services Ltd.SHS1,309$2.78 萬<0.1%−50−3.7%減碼歷史
CRKComstock Resources IncCOM1,197$2.77 萬<0.1%−175−12.8%減碼歷史
CMRECostamare Inc.SHS1,757$2.77 萬<0.1%+67+4.0%加碼歷史
KODKodiak Sciences Inc.COM991$2.77 萬<0.1%+916+1,221.3%加碼歷史
EQBKEquity Bancshares IncCOM CL A620$2.77 萬<0.1%+8+1.3%加碼歷史
XPXP Inc.CL A1,690$2.77 萬<0.1%+99+6.2%加碼歷史
CHYMChime Financial, Inc.COM SHS CL A1,098$2.76 萬<0.1%+128+13.2%加碼歷史
CZRCaesars Entertainment, Inc.COM1,180$2.76 萬<0.1%+361+44.1%加碼歷史
ALEXAlexander & Baldwin, Inc.COM1,337$2.76 萬<0.1%+339+34.0%加碼歷史
ZEUSOlympic Steel IncCOM641$2.74 萬<0.1%−356−35.7%減碼歷史
KMTKennametal IncCOM961$2.73 萬<0.1%−197−17.0%減碼歷史
SNDRSchneider National, Inc.CL B1,027$2.72 萬<0.1%−354−25.6%減碼歷史
AGMFederal Agricultural Mortgage CorpCL C155$2.72 萬<0.1%−44−22.1%減碼歷史
IESCIES Holdings, Inc.COM70$2.72 萬<0.1%+10+16.7%加碼歷史
RPAYRepay Holdings CorpCOM CL A7,460$2.72 萬<0.1%−4,150−35.7%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF271$2.72 萬<0.1%+25+10.2%加碼–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$2.72 萬<0.1%00.0%不變歷史
OGNOrganon & Co.Stock3,787$2.72 萬<0.1%−2,244−37.2%減碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,012$2.71 萬<0.1%−28−2.7%減碼–
Abrdn ETFs003261104BBRG ALL COMD K11,388$2.71 萬<0.1%+1,388新進–
Sapiens Intl Corp N VG7T16G103SHS623$2.71 萬<0.1%+122+24.4%加碼–
QFINQfin Holdings, Inc.AMERICAN DEP1,404$2.71 萬<0.1%−185−11.6%減碼歷史
FFBCFirst Financial BancorpCOM1,079$2.70 萬<0.1%+315+41.2%加碼歷史
SJMJ M SMUCKER CoStock276$2.70 萬<0.1%−1,150−80.6%減碼歷史
TXTernium S.A.SPONSORED ADS704$2.69 萬<0.1%+232+49.2%加碼歷史
LINELineage, Inc.COM764$2.67 萬<0.1%−11−1.4%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM899$2.67 萬<0.1%+405+82.0%加碼歷史
CECelanese CorpStock631$2.67 萬<0.1%−374−37.2%減碼歷史
RDVTRed Violet, Inc.COM468$2.67 萬<0.1%+377+414.3%加碼歷史
Vanguard S&P 500 Value ETF921932703ETF130$2.66 萬<0.1%+130新進–
MLRMiller Industries IncCOM NEW712$2.66 萬<0.1%−304−29.9%減碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF1,157$2.65 萬<0.1%+3+0.3%加碼–
MAXMediaAlpha, Inc.CL A2,045$2.65 萬<0.1%+151+8.0%加碼歷史
HSICHenry Schein IncCOM350$2.65 萬<0.1%+13+3.9%加碼歷史
BTUPeabody Energy CorpCOM888$2.64 萬<0.1%+78+9.6%加碼歷史
INDVIndivior Pharmaceuticals, Inc.COM734$2.63 萬<0.1%+734新進歷史
WLDNWilldan Group, Inc.COM254$2.63 萬<0.1%+67+35.8%加碼歷史
ELSEquity Lifestyle Properties IncCOM434$2.63 萬<0.1%−522−54.6%減碼歷史
TENBTenable Holdings, Inc.COM1,117$2.63 萬<0.1%+276+32.8%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