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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
PRGOPERRIGO Co plcSHS1,888$2.63 萬<0.1%+1,014+116.0%加碼歷史
GTYGetty Realty CorpCOM958$2.62 萬<0.1%−495−34.1%減碼歷史
iShares Tr464287341GLOBAL ENERG ETF624$2.62 萬<0.1%−54−8.0%減碼–
CWTCalifornia Water Service GroupCOM603$2.61 萬<0.1%−295−32.9%減碼歷史
NBRNabors Industries LtdSHS481$2.61 萬<0.1%+51+11.9%加碼歷史
SONOSonos IncCOM1,487$2.61 萬<0.1%+2+0.1%加碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A572$2.60 萬<0.1%−901−61.2%減碼歷史
APPFAppfolio IncCOM CL A111$2.58 萬<0.1%+56+101.8%加碼歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD257$2.58 萬<0.1%+2+0.8%加碼–
FFICFlushing Financial CorpCOM1,699$2.58 萬<0.1%+284+20.1%加碼歷史
IAGIamgold CorpCOM1,562$2.58 萬<0.1%−94−5.7%減碼歷史
ASTEAstec Industries IncCOM594$2.57 萬<0.1%+45+8.2%加碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF513$2.57 萬<0.1%+4+0.8%加碼–
J P Morgan Exchange Traded F46641Q779US MOMENTUM377$2.57 萬<0.1%00.0%不變–
AXIAYAXIA Energia S.A.SPONSORED ADR2,801$2.57 萬<0.1%+960+52.1%加碼歷史
CWANClearwater Analytics Holdings, Inc.CL A1,061$2.56 萬<0.1%+720+211.1%加碼歷史
KRNYKearny Financial Corp.COM3,448$2.56 萬<0.1%+1,753+103.4%加碼歷史
AVNTAvient CorpCOM817$2.55 萬<0.1%+149+22.3%加碼歷史
NBBKNB Bancorp, Inc.COM1,286$2.55 萬<0.1%+553+75.4%加碼歷史
CMPCompass Minerals International IncStock1,297$2.55 萬<0.1%+319+32.6%加碼歷史
ETHWBitwise Ethereum ETFSHS1,194$2.54 萬<0.1%+1,008+541.9%加碼歷史
EFSCEnterprise Financial Services CorpCOM470$2.54 萬<0.1%−305−39.4%減碼歷史
HTOH2O AmericaCOM517$2.53 萬<0.1%−306−37.2%減碼歷史
BAKBraskem SASP ADR PFD A8,579$2.53 萬<0.1%+7,003+444.4%加碼歷史
VENUVenu Holding CorpCOM3,001$2.53 萬<0.1%00.0%不變歷史
HGHamilton Insurance Group, Ltd.CL B905$2.53 萬<0.1%−48−5.0%減碼歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$2.52 萬<0.1%00.0%不變–
ZZillow Group, Inc.CL C CAP STK369$2.52 萬<0.1%+24+7.0%加碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.52 萬<0.1%00.0%不變–
COGTCogent Biosciences, Inc.COM708$2.51 萬<0.1%+652+1,164.3%加碼歷史
PIPRPiper Sandler CompaniesCOM74$2.51 萬<0.1%+35+89.7%加碼歷史
CBTCabot CorpCOM379$2.51 萬<0.1%−853−69.2%減碼歷史
KGSKodiak Gas Services, Inc.COM671$2.51 萬<0.1%−527−44.0%減碼歷史
DIODDiodes IncCOM508$2.51 萬<0.1%−121−19.2%減碼歷史
DEAEasterly Government Properties, Inc.COM SHS1,180$2.50 萬<0.1%+77+7.0%加碼歷史
CNRCore Natural Resources, Inc.COM SHS282$2.50 萬<0.1%−357−55.9%減碼歷史
TFSLTFS Financial CORPCOM1,865$2.50 萬<0.1%+91+5.1%加碼歷史
VIRTVirtu Financial, Inc.CL A748$2.49 萬<0.1%−209−21.8%減碼歷史
SOHUSohu.com LtdSPONSORED ADS1,593$2.49 萬<0.1%−354−18.2%減碼歷史
ICFIICF International, Inc.Stock292$2.49 萬<0.1%−294−50.2%減碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS2,603$2.49 萬<0.1%+192+8.0%加碼歷史
MOFGMidWestOne Financial Group, Inc.COM645$2.48 萬<0.1%−213−24.8%減碼歷史
DMCDel Monte CorpORD696$2.48 萬<0.1%−275−28.3%減碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US327$2.48 萬<0.1%+1+0.3%加碼–
CASHPathward Financial, Inc.COM347$2.46 萬<0.1%−143−29.2%減碼歷史
TCBKTrico BancsharesCOM520$2.46 萬<0.1%−39−7.0%減碼歷史
SDGRSchrodinger, Inc.COM1,374$2.46 萬<0.1%+1,207+722.8%加碼歷史
PEBOPeoples Bancorp IncCOM817$2.45 萬<0.1%+12+1.5%加碼歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$2.45 萬<0.1%00.0%不變–
OWLBlue Owl Capital Inc.COM CL A1,636$2.44 萬<0.1%−83−4.8%減碼歷史
MANUManchester United plcORD CL A1,535$2.44 萬<0.1%+194+14.5%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,059$2.44 萬<0.1%−262−11.3%減碼歷史
BTGB2GOLD CorpCOM5,397$2.43 萬<0.1%+284+5.6%加碼歷史
MTRXMatrix Service CoCOM2,077$2.43 萬<0.1%−84−3.9%減碼歷史
CWENClearway Energy, Inc.CL C730$2.43 萬<0.1%−646−46.9%減碼歷史
NICENICE Ltd.SPONSORED ADR214$2.42 萬<0.1%+29+15.7%加碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I273$2.42 萬<0.1%−390−58.8%減碼歷史
UVVUniversal CorpCOM457$2.41 萬<0.1%−241−34.5%減碼歷史
SIISprott Inc.COM NEW246$2.41 萬<0.1%+117+90.7%加碼歷史
XPROExpro Group Holdings N.V.COM1,802$2.41 萬<0.1%+82+4.8%加碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG818$2.40 萬<0.1%+782+2,172.2%加碼–
QCRHQCR Holdings IncCOM288$2.40 萬<0.1%−89−23.6%減碼歷史
ALDXAldeyra Therapeutics, Inc.COM4,629$2.40 萬<0.1%−211−4.4%減碼歷史
ICUIIcu Medical IncCOM168$2.40 萬<0.1%+27+19.1%加碼歷史
RLJRLJ Lodging TrustCOM3,193$2.38 萬<0.1%+500+18.6%加碼歷史
TRTootsie Roll Industries IncCOM647$2.37 萬<0.1%+278+75.3%加碼歷史
ZGZillow Group, Inc.CL A347$2.37 萬<0.1%+190+121.0%加碼歷史
PSTLPostal Realty Trust, Inc.CL A1,466$2.37 萬<0.1%−15−1.0%減碼歷史
UDRUDR, Inc.COM645$2.37 萬<0.1%−225−25.9%減碼歷史
AMPYAmplify Energy Corp.COM5,159$2.36 萬<0.1%−335−6.1%減碼歷史
SAROStandardAero, Inc.COM821$2.35 萬<0.1%+229+38.7%加碼歷史
DGICADonegal Group IncCL A1,178$2.35 萬<0.1%−2,149−64.6%減碼歷史
STELStellar Bancorp, Inc.COM759$2.35 萬<0.1%−17−2.2%減碼歷史
CMPXCompass Therapeutics, Inc.COM4,370$2.35 萬<0.1%−1,859−29.8%減碼歷史
MXLMaxlinear, IncCOM1,346$2.35 萬<0.1%−764−36.2%減碼歷史
HRIHerc Holdings IncCOM158$2.34 萬<0.1%−4−2.5%減碼歷史
VACMarriott Vacations Worldwide CorpCOM404$2.33 萬<0.1%+263+186.5%加碼歷史
NVRIEnviri CorpCOM1,299$2.33 萬<0.1%+10+0.8%加碼歷史
SLGSL Green Realty CorpCOM507$2.33 萬<0.1%−163−24.3%減碼歷史
INTAIntapp, Inc.COM506$2.32 萬<0.1%+321+173.5%加碼歷史
NABLN-able, Inc.COMMON STOCK3,095$2.32 萬<0.1%−629−16.9%減碼歷史
FULTFulton Financial CorpCOM1,197$2.31 萬<0.1%−429−26.4%減碼歷史
LXFRLuxfer Holdings PLCSHS1,710$2.31 萬<0.1%+2+0.1%加碼歷史
GLREGreenlight Capital Re, Ltd.CLASS A1,586$2.31 萬<0.1%+577+57.2%加碼歷史
TNDMTandem Diabetes Care IncCOM NEW1,051$2.31 萬<0.1%+472+81.5%加碼歷史
DOCNDigitalOcean Holdings, Inc.COM480$2.31 萬<0.1%+130+37.1%加碼歷史
LLYVKLiberty Live Holdings, Inc.COM SHS SER C277$2.30 萬<0.1%+94+51.4%加碼歷史
ANGXAngel Studios, Inc.Stock4,925$2.30 萬<0.1%+4,925新進歷史
PACSPACS Group, Inc.COM SHS599$2.30 萬<0.1%−9−1.5%減碼歷史
CBLCBL & Associates Properties IncCOMMON STOCK621$2.30 萬<0.1%+81+15.0%加碼歷史
PRLBProto Labs IncCOM451$2.28 萬<0.1%+191+73.5%加碼歷史
TNKTeekay Tankers Ltd.CL A426$2.28 萬<0.1%+197+86.0%加碼歷史
LPGDorian LPG Ltd.SHS USD935$2.28 萬<0.1%−386−29.2%減碼歷史
RSIRush Street Interactive, Inc.COM1,171$2.28 萬<0.1%+308+35.7%加碼歷史
ARLPAlliance Resource Partners LPStock979$2.27 萬<0.1%+23+2.4%加碼歷史
VRTSVirtus Investment Partners, Inc.COM139$2.27 萬<0.1%−16−10.3%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z922$2.27 萬<0.1%+12+1.3%加碼歷史
HODLVanEck Bitcoin ETFSH BEN INT913$2.26 萬<0.1%00.0%不變歷史
BLBDBlue Bird CorpCOM480$2.26 萬<0.1%+18+3.9%加碼歷史
STNEStoneCo Ltd.COM1,525$2.26 萬<0.1%+274+21.9%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