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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
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.93 萬<0.1%00.0%不變–
SBLKStar Bulk Carriers Corp.SHS PAR1,001$1.92 萬<0.1%+73+7.9%加碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.92 萬<0.1%00.0%不變–
NESRNational Energy Services Reunited Corp.SHS1,226$1.92 萬<0.1%+56+4.8%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF496$1.92 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33741X102SMID RISNG ETF500$1.92 萬<0.1%+500新進–
BBWBuild-A-Bear Workshop IncCOM312$1.91 萬<0.1%−76−19.6%減碼歷史
NATLNCR Atleos CorpCOM SHS501$1.91 萬<0.1%−43−7.9%減碼歷史
ITGRInteger Holdings CorpCOM243$1.91 萬<0.1%−89−26.8%減碼歷史
NUSNu Skin Enterprises, Inc.CL A1,980$1.90 萬<0.1%+460+30.3%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF528$1.90 萬<0.1%00.0%不變–
INVAInnoviva, Inc.COM952$1.90 萬<0.1%−761−44.4%減碼歷史
AGLagilon health, inc.COM27,610$1.90 萬<0.1%+21,483+350.6%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW540$1.90 萬<0.1%+226+72.0%加碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A445$1.89 萬<0.1%−93−17.3%減碼歷史
LILi Auto Inc.SPONSORED ADS1,116$1.89 萬<0.1%+159+16.6%加碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$1.89 萬<0.1%00.0%不變歷史
SHLSShoals Technologies Group, Inc.CL A2,220$1.89 萬<0.1%00.0%不變歷史
DEIDouglas Emmett IncCOM1,716$1.89 萬<0.1%+264+18.2%加碼歷史
MTUSMetallus Inc.COM1,099$1.89 萬<0.1%−121−9.9%減碼歷史
UTLUnitil CorpCOM389$1.88 萬<0.1%+55+16.5%加碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG644$1.88 萬<0.1%−757−54.0%減碼歷史
BOOTBoot Barn Holdings, Inc.COM106$1.87 萬<0.1%−4−3.6%減碼歷史
RLAYRelay Therapeutics, Inc.COM2,211$1.87 萬<0.1%00.0%不變歷史
YORWYork Water CoCOM585$1.86 萬<0.1%−292−33.3%減碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,953$1.86 萬<0.1%00.0%不變歷史
Fidelity Covington Trust316092824LOW VOLITY ETF278$1.86 萬<0.1%00.0%不變–
CHWCalamos Global Dynamic Income FundCOM2,500$1.85 萬<0.1%00.0%不變歷史
NIONIO Inc.ADR3,632$1.85 萬<0.1%+1,248+52.3%加碼歷史
KRYSKrystal Biotech, Inc.COM75$1.85 萬<0.1%+12+19.0%加碼歷史
VREVeris Residential, Inc.COM1,242$1.85 萬<0.1%−48−3.7%減碼歷史
BANDBandwidth Inc.COM CL A1,192$1.84 萬<0.1%+16+1.4%加碼歷史
AMBPArdagh Metal Packaging S.A.SHS4,490$1.84 萬<0.1%+689+18.1%加碼歷史
TSBKTimberland Bancorp IncCOM514$1.84 萬<0.1%−4−0.8%減碼歷史
iShares Tr464288257MSCI ACWI ETF130$1.84 萬<0.1%00.0%不變–
PBIPitney Bowes IncCOM1,740$1.84 萬<0.1%−1,732−49.9%減碼歷史
CALYCallaway Golf CoCOM1,572$1.83 萬<0.1%+637+68.1%加碼歷史
PPLIPeople IncCOM NEW469$1.83 萬<0.1%+27+6.1%加碼歷史
HTBHomeTrust Bancshares, Inc.COM426$1.83 萬<0.1%−43−9.2%減碼歷史
NPKINPK International Inc.COM SHS1,528$1.82 萬<0.1%−460−23.1%減碼歷史
SNCYSun Country Airlines Holdings, LLCCOM1,261$1.81 萬<0.1%−37−2.9%減碼歷史
FEDUFour Seasons Education (Cayman) Inc.ADR1,649$1.81 萬<0.1%−978−37.2%減碼歷史
PRMBPrimo Brands CorpCLASS A COM SHS1,109$1.81 萬<0.1%−1,164−51.2%減碼歷史
MMIMarcus & Millichap, Inc.COM664$1.81 萬<0.1%+146+28.2%加碼歷史
ENTAEnanta Pharmaceuticals IncCOM1,148$1.81 萬<0.1%00.0%不變歷史
RDZNRoadzen Inc.ORD SHS7,510$1.81 萬<0.1%+7,510新進歷史
NFBKNorthfield Bancorp, Inc.COM1,582$1.81 萬<0.1%−65−3.9%減碼歷史
IBCPIndependent Bank CorpCOM NEW553$1.80 萬<0.1%−47−7.8%減碼歷史
WSWorthington Steel, Inc.COM SHS519$1.80 萬<0.1%−50−8.8%減碼歷史
SHOSunstone Hotel Investors, Inc.COM2,009$1.80 萬<0.1%+44+2.2%加碼歷史
CZNCCitizens & Northern CorpCOM888$1.79 萬<0.1%−141−13.7%減碼歷史
JBTMJBT Marel CorpCOM118$1.78 萬<0.1%−19−13.9%減碼歷史
TKTeekay Corp LtdSHS1,967$1.78 萬<0.1%+563+40.1%加碼歷史
WRLDWorld Acceptance CorpCOM126$1.77 萬<0.1%−29−18.7%減碼歷史
Tidal Trust II88636J600ROUNDHILL GENER300$1.77 萬<0.1%+300新進–
SPDR Index Shs FDS78463X848ST STR ACWI ETF492$1.77 萬<0.1%+492新進–
GNLGlobal Net Lease, Inc.COM NEW2,054$1.77 萬<0.1%−759−27.0%減碼歷史
MATWMatthews International CorpCL A676$1.77 萬<0.1%+64+10.5%加碼歷史
SLABSilicon Laboratories Inc.Stock135$1.76 萬<0.1%−139−50.7%減碼歷史
OBKOrigin Bancorp, Inc.COM469$1.76 萬<0.1%+150+47.0%加碼歷史
WHRWhirlpool CorpStock244$1.76 萬<0.1%−121−33.2%減碼歷史
AMRAlpha Metallurgical Resources, Inc.COM88$1.76 萬<0.1%+14+18.9%加碼歷史
VVXV2X, Inc.COM322$1.76 萬<0.1%+4+1.3%加碼歷史
GTLSChart Industries IncCOM85$1.75 萬<0.1%−60−41.4%減碼歷史
BHRBBurke & Herbert Financial Services Corp.COM281$1.75 萬<0.1%−62−18.1%減碼歷史
iShares Tr46435U796SYSTEMATIC BD ET195$1.75 萬<0.1%+195新進–
ETF Ser Solutions26922A503VIDENTCORE EQ FD265$1.75 萬<0.1%+18+7.3%加碼–
SMPLSimply Good Foods CoCOM870$1.75 萬<0.1%−114−11.6%減碼歷史
VNETVNET Group, Inc.SPONSORED ADS A2,056$1.74 萬<0.1%−2,101−50.5%減碼歷史
REZIResideo Technologies, Inc.Stock495$1.74 萬<0.1%+44+9.8%加碼歷史
ECEcopetrol S.A.SPONSORED ADS1,734$1.74 萬<0.1%+205+13.4%加碼歷史
iShares Tr464288521CRE U S REIT ETF305$1.74 萬<0.1%00.0%不變–
RRRRed Rock Resorts, Inc.CL A280$1.73 萬<0.1%−11−3.8%減碼歷史
MFAMfa Financial, Inc.COM1,862$1.73 萬<0.1%−52−2.7%減碼歷史
GSBCGreat Southern Bancorp, Inc.COM281$1.73 萬<0.1%−13−4.4%減碼歷史
CRAICra International, Inc.COM86$1.73 萬<0.1%−18−17.3%減碼歷史
SCLStepan CoCOM363$1.72 萬<0.1%−132−26.7%減碼歷史
VRNSVaronis Systems IncCOM521$1.71 萬<0.1%−1,040−66.6%減碼歷史
STKLSunOpta Inc.COM4,490$1.71 萬<0.1%00.0%不變歷史
RNSTRenasant CorpCOM484$1.70 萬<0.1%−373−43.5%減碼歷史
AZTAAzenta, Inc.COM512$1.70 萬<0.1%−126−19.7%減碼歷史
CSWCSW Industrials, Inc.COM58$1.70 萬<0.1%−33−36.3%減碼歷史
PLPlanet Labs PBCCOM CL A863$1.70 萬<0.1%+848+5,653.3%加碼歷史
TGTredegar CorpCOM2,368$1.70 萬<0.1%+497+26.6%加碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS349$1.70 萬<0.1%+66+23.3%加碼歷史
DACDanaos CorpSHS180$1.70 萬<0.1%+4+2.3%加碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG783$1.70 萬<0.1%−308−28.2%減碼–
LEN.BLennar CorpCL B178$1.70 萬<0.1%−13−6.8%減碼歷史
SBHSally Beauty Holdings, Inc.COM1,188$1.69 萬<0.1%−267−18.4%減碼歷史
JAMFJamf Holding Corp.COM1,301$1.69 萬<0.1%−1,019−43.9%減碼歷史
LADRLadder Capital CorpCL A1,539$1.69 萬<0.1%−76−4.7%減碼歷史
SCSCScansource, Inc.COM433$1.69 萬<0.1%−34−7.3%減碼歷史
NAVINavient CorpCOM1,294$1.68 萬<0.1%+232+21.8%加碼歷史
CUBECubeSmartREIT466$1.68 萬<0.1%+15+3.3%加碼歷史
WTWisdomTree, Inc.COM1,377$1.68 萬<0.1%+63+4.8%加碼歷史
WDWalker & Dunlop, Inc.COM279$1.68 萬<0.1%+76+37.4%加碼歷史
FLYWFlywire CorpCOM VTG1,184$1.68 萬<0.1%+574+94.1%加碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.68 萬<0.1%00.0%不變歷史
TRTXTPG RE Finance Trust, Inc.COM1,947$1.68 萬<0.1%+1,620+495.4%加碼歷史
CLFCleveland-Cliffs Inc.COM1,259$1.67 萬<0.1%+274+27.8%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