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
HNIHni CorpStock536$2.25 萬<0.1%+123+29.8%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A546$2.25 萬<0.1%−41−7.0%減碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,998$2.25 萬<0.1%+474+31.1%加碼歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S350$2.25 萬<0.1%00.0%不變–
DCOMDime Commercial Bancshares, Inc.COM747$2.25 萬<0.1%−82−9.9%減碼歷史
AMPLAmplitude, Inc.Stock1,939$2.25 萬<0.1%+1,301+203.9%加碼歷史
VIAVViavi Solutions Inc.COM1,258$2.24 萬<0.1%+130+11.5%加碼歷史
NBTBNBT Bancorp IncCOM539$2.24 萬<0.1%−53−9.0%減碼歷史
MICCMagnum Ice Cream Co N.V.ORD SHS1,411$2.24 萬<0.1%+1,411新進歷史
WisdomTree Tr97717W703INTL EQUITY FD325$2.23 萬<0.1%00.0%不變–
AGFirst Majestic Silver CorpCOM1,341$2.23 萬<0.1%+42+3.2%加碼歷史
HHyatt Hotels CorpCOM CL A139$2.23 萬<0.1%−77−35.6%減碼歷史
PLUSEplus IncCOM254$2.23 萬<0.1%−32−11.2%減碼歷史
OUTOUTFRONT Media Inc.REIT924$2.23 萬<0.1%+297+47.4%加碼歷史
SENEASeneca Foods CorpCL A201$2.22 萬<0.1%−39−16.3%減碼歷史
STVNStevanato Group S.p.A.ORD SHS1,105$2.22 萬<0.1%+247+28.8%加碼歷史
SEBSeaboard CorpCOM5$2.22 萬<0.1%−5−50.0%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM293$2.22 萬<0.1%−118−28.7%減碼歷史
EIGEmployers Holdings, Inc.COM513$2.21 萬<0.1%−2−0.4%減碼歷史
XERSXeris Biopharma Holdings, Inc.COM2,818$2.21 萬<0.1%+941+50.1%加碼歷史
CATYCathay General BancorpCOM457$2.21 萬<0.1%−25−5.2%減碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH905$2.21 萬<0.1%−85−8.6%減碼–
GRBKGreen Brick Partners, Inc.COM350$2.19 萬<0.1%+11+3.2%加碼歷史
ACMAecomCOM230$2.19 萬<0.1%−67−22.6%減碼歷史
HRLHormel Foods CorpCOM924$2.19 萬<0.1%−1,887−67.1%減碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM693$2.18 萬<0.1%−153−18.1%減碼歷史
EVEREverQuote, Inc.COM CL A806$2.18 萬<0.1%−160−16.6%減碼歷史
PDMPiedmont Realty Trust, Inc.COM CL A2,608$2.18 萬<0.1%−1,482−36.2%減碼歷史
TEXTerex CorpStock406$2.17 萬<0.1%−31−7.1%減碼歷史
WHDCactus, Inc.CL A474$2.17 萬<0.1%−168−26.2%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A355$2.16 萬<0.1%+7+2.0%加碼歷史
Motley Fool Small-Cap Growth ETF74933W874ETF620$2.16 萬<0.1%00.0%不變–
CAMTCamtek LtdORD203$2.16 萬<0.1%+105+107.1%加碼歷史
KYMRKymera Therapeutics, Inc.COM277$2.16 萬<0.1%−7−2.5%減碼歷史
ONTOnterris, Inc.COM865$2.15 萬<0.1%+62+7.7%加碼歷史
NUWNuveen AMT-Free Municipal Value FundCOM1,500$2.15 萬<0.1%+1,500新進歷史
VTOLBristow Group Inc.COM586$2.15 萬<0.1%−21−3.5%減碼歷史
PRKPark National CorpCOM141$2.15 萬<0.1%−33−19.0%減碼歷史
FETForum Energy Technologies, Inc.COM578$2.14 萬<0.1%+53+10.1%加碼歷史
LKFNLakeland Financial CorpCOM373$2.13 萬<0.1%−274−42.3%減碼歷史
RIGTransocean Ltd.REGISTERED SHS5,145$2.12 萬<0.1%+1,254+32.2%加碼歷史
UNFUnifirst CorpCOM110$2.12 萬<0.1%−158−59.0%減碼歷史
RRXRegal Rexnord CorpCOM151$2.12 萬<0.1%−114−43.0%減碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF365$2.12 萬<0.1%−225−38.1%減碼–
Townebank Portsmouth Va89214P109COM633$2.11 萬<0.1%−118−15.7%減碼–
CPACCementos Pacasmayo SaaSPONSORED ADR2,021$2.11 萬<0.1%−118−5.5%減碼歷史
TGTXTG Therapeutics, Inc.COM703$2.10 萬<0.1%−306−30.3%減碼歷史
BOWBowhead Specialty Holdings Inc.COM SHS733$2.09 萬<0.1%+685+1,427.1%加碼歷史
SGHCSuper Group (SGHC) LtdORD SHS1,748$2.09 萬<0.1%+579+49.5%加碼歷史
NMRKNewmark Group, Inc.CL A1,201$2.08 萬<0.1%+30+2.6%加碼歷史
ONONOn Holding AGStock448$2.08 萬<0.1%−100−18.2%減碼歷史
AROWArrow Financial CorpCOM662$2.08 萬<0.1%−43−6.1%減碼歷史
WTMWhite Mountains Insurance Group LtdCOM10$2.08 萬<0.1%−20−66.7%減碼歷史
SNDXSyndax Pharmaceuticals IncCOM987$2.07 萬<0.1%+374+61.0%加碼歷史
WERNWerner Enterprises IncCOM689$2.07 萬<0.1%−379−35.5%減碼歷史
iShares Tr464288356CALIF MUN BD ETF360$2.07 萬<0.1%+4+1.1%加碼–
NEOGNeogen CorpCOM2,957$2.07 萬<0.1%−1,860−38.6%減碼歷史
FROGJFrog LtdStock330$2.06 萬<0.1%+88+36.4%加碼歷史
NRCNRC HealthCOM NEW1,097$2.06 萬<0.1%−162−12.9%減碼歷史
iShares Inc464286608MSCI EURZONE ETF321$2.06 萬<0.1%00.0%不變–
VVVValvoline IncCOM707$2.05 萬<0.1%−255−26.5%減碼歷史
KBRKBR, Inc.COM511$2.05 萬<0.1%−325−38.9%減碼歷史
CACCamden National CorpCOM473$2.05 萬<0.1%+39+9.0%加碼歷史
UEUrban Edge PropertiesCOM1,064$2.04 萬<0.1%−69−6.1%減碼歷史
TPBTurning Point Brands, Inc.COM188$2.04 萬<0.1%−37−16.4%減碼歷史
DAVEDave Inc.CLASS A COM NEW92$2.04 萬<0.1%+35+61.4%加碼歷史
AIRAar CorpStock246$2.04 萬<0.1%+76+44.7%加碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,615$2.04 萬<0.1%+32+2.0%加碼歷史
MBINMerchants BancorpCOM596$2.03 萬<0.1%+212+55.2%加碼歷史
MACMacerich CoCOM1,099$2.03 萬<0.1%−58−5.0%減碼歷史
BYDBoyd Gaming CorpCOM238$2.03 萬<0.1%+32+15.5%加碼歷史
CNSCohen & Steers, Inc.COM323$2.03 萬<0.1%+157+94.6%加碼歷史
FROFrontline plcCOM929$2.03 萬<0.1%+4+0.4%加碼歷史
iShares Tr46429B333GNMA BOND ETF455$2.03 萬<0.1%00.0%不變–
MEIMethode Electronics IncCOM3,051$2.03 萬<0.1%−208−6.4%減碼歷史
BUSEFirst Busey CorpCOM NEW848$2.02 萬<0.1%+182+27.3%加碼歷史
PLGOPelagos Insurance Capital LtdCOM1,030$2.02 萬<0.1%+312+43.5%加碼歷史
ALRSAlerus Financial CorpCOM894$2.01 萬<0.1%+140+18.6%加碼歷史
QNSTQuinstreet, IncCOM1,386$1.99 萬<0.1%−301−17.8%減碼歷史
HGTYHagerty, Inc.CL A COM1,481$1.99 萬<0.1%+23+1.6%加碼歷史
NATNordic American Tankers LtdCOM5,783$1.99 萬<0.1%+1,973+51.8%加碼歷史
HIMSHims & Hers Health, Inc.Stock612$1.99 萬<0.1%−386−38.7%減碼歷史
STOKStoke Therapeutics, Inc.COM622$1.97 萬<0.1%+605+3,558.8%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF336$1.97 萬<0.1%00.0%不變–
BWXTBWX Technologies, Inc.COM114$1.97 萬<0.1%−22−16.2%減碼歷史
UVSPUnivest Financial CorpCOM601$1.97 萬<0.1%+17+2.9%加碼歷史
ARVNArvinas, Inc.COM1,658$1.97 萬<0.1%00.0%不變歷史
BBUCBrookfield Business CorpCL A EXC SUB VTG548$1.97 萬<0.1%+343+167.3%加碼歷史
WPPWPP plcADR875$1.97 萬<0.1%+427+95.3%加碼歷史
SLGNSilgan Holdings IncCOM485$1.96 萬<0.1%−168−25.7%減碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS2,834$1.96 萬<0.1%00.0%不變歷史
ACVAACV Auctions Inc.COM CL A2,428$1.95 萬<0.1%+1,517+166.5%加碼歷史
ADNTAdient plcStock1,014$1.94 萬<0.1%−296−22.6%減碼歷史
CLDTChatham Lodging TrustCOM2,852$1.94 萬<0.1%−863−23.2%減碼歷史
CVICVR Energy IncCOM763$1.94 萬<0.1%+165+27.6%加碼歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$1.94 萬<0.1%00.0%不變–
WKCWorld Kinect CorpCOM828$1.94 萬<0.1%+115+16.1%加碼歷史
MBWMMercantile Bank CorpCOM403$1.94 萬<0.1%−49−10.8%減碼歷史
RVLVRevolve Group, Inc.CL A640$1.93 萬<0.1%+139+27.7%加碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS1,880$1.93 萬<0.1%−187−9.0%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