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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
UGPUltrapar Holdings IncSP ADR REP COM4,401$1.66 萬<0.1%+1,614+57.9%加碼歷史
ICLRIcon PLCCOM91$1.66 萬<0.1%−59−39.3%減碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS352$1.66 萬<0.1%+10+2.9%加碼歷史
UECUranium Energy CorpCOM1,418$1.66 萬<0.1%+41+3.0%加碼歷史
LOCOEl Pollo Loco Holdings, Inc.COM1,581$1.65 萬<0.1%+356+29.1%加碼歷史
SYNASYNAPTICS IncStock222$1.64 萬<0.1%+10+4.7%加碼歷史
AUPHAurinia Pharmaceuticals Inc.COM1,028$1.64 萬<0.1%+301+41.4%加碼歷史
EPAMEPAM Systems, Inc.COM80$1.64 萬<0.1%−4−4.8%減碼歷史
TRNOTerreno Realty CorpCOM279$1.64 萬<0.1%−89−24.2%減碼歷史
RESRPC IncCOM3,009$1.64 萬<0.1%−345−10.3%減碼歷史
ERIEErie Indemnity CoCL A57$1.63 萬<0.1%−35−38.0%減碼歷史
LBTYKLiberty Global Ltd.COM CL C1,479$1.63 萬<0.1%−903−37.9%減碼歷史
CYRXCryoport, Inc.COM PAR $0.0011,700$1.63 萬<0.1%+191+12.7%加碼歷史
OFIXOrthofix Medical Inc.COM1,075$1.63 萬<0.1%−127−10.6%減碼歷史
SFLSFL Corp Ltd.SHS2,077$1.62 萬<0.1%−950−31.4%減碼歷史
American Centy ETF Tr025072182AVANTIS MODERAT244$1.62 萬<0.1%+25+11.4%加碼–
INVXInnovex International, Inc.COM740$1.62 萬<0.1%+377+103.9%加碼歷史
URBNUrban Outfitters IncCOM215$1.62 萬<0.1%−289−57.3%減碼歷史
TFINTriumph Financial, Inc.COM258$1.62 萬<0.1%−264−50.6%減碼歷史
OLPOne Liberty Properties IncCOM796$1.62 萬<0.1%+155+24.2%加碼歷史
ZDZiff Davis, Inc.COM459$1.61 萬<0.1%−4−0.9%減碼歷史
HVTHaverty Furniture Companies IncCOM690$1.61 萬<0.1%+467+209.4%加碼歷史
CCChemours CoStock1,366$1.61 萬<0.1%+979+253.0%加碼歷史
GMEGameStop Corp.Stock802$1.61 萬<0.1%−543−40.4%減碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK3,493$1.61 萬<0.1%−61−1.7%減碼歷史
FSLYFastly, Inc.CL A1,577$1.61 萬<0.1%−5−0.3%減碼歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.61 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US130$1.60 萬<0.1%00.0%不變–
KSSKOHLS CorpStock786$1.60 萬<0.1%−617−44.0%減碼歷史
AIPArteris, Inc.COM1,034$1.60 萬<0.1%+400+63.1%加碼歷史
KRGKite Realty Group TrustCOM NEW667$1.60 萬<0.1%+29+4.5%加碼歷史
PHARPharming Group N.V.SPON ADS904$1.60 萬<0.1%−473−34.4%減碼歷史
STCStewart Information Services CorpCOM227$1.59 萬<0.1%−27−10.6%減碼歷史
NRIMNorthrim Bancorp IncCOM599$1.59 萬<0.1%+555+1,261.4%加碼歷史
RUSHBRush Enterprises IncCL B283$1.59 萬<0.1%−144−33.7%減碼歷史
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$1.59 萬<0.1%00.0%不變–
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED498$1.59 萬<0.1%−155−23.7%減碼–
MCRIMonarch Casino & Resort IncCOM165$1.58 萬<0.1%+131+385.3%加碼歷史
PTENPatterson Uti Energy IncCOM2,584$1.58 萬<0.1%+349+15.6%加碼歷史
BMRCBank of Marin BancorpCOM606$1.58 萬<0.1%+52+9.4%加碼歷史
TWITitan International IncCOM2,013$1.58 萬<0.1%+760+60.7%加碼歷史
PKSTPeakstone Realty TrustCommon Stock1,098$1.58 萬<0.1%+836+319.1%加碼歷史
CMBTCmb.tech NVSHS1,632$1.57 萬<0.1%−1,063−39.4%減碼歷史
PJTPJT Partners Inc.COM CL A94$1.57 萬<0.1%−33−26.0%減碼歷史
CTBICommunity Trust Bancorp IncCOM278$1.57 萬<0.1%−76−21.5%減碼歷史
GTNGray Media, IncCOM3,232$1.56 萬<0.1%+1,323+69.3%加碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C396$1.56 萬<0.1%−195−33.0%減碼歷史
ENOVEnovis CORPCOM586$1.56 萬<0.1%+39+7.1%加碼歷史
AINAlbany International CorpCL A307$1.56 萬<0.1%+14+4.8%加碼歷史
HUBGHub Group, Inc.CL A364$1.55 萬<0.1%−135−27.1%減碼歷史
POSTPost Holdings, Inc.COM156$1.55 萬<0.1%−507−76.5%減碼歷史
Tidal Trust I886364645SONICSHARES GBL489$1.54 萬<0.1%−95−16.3%減碼–
ASAmer Sports, Inc.COM SHS413$1.54 萬<0.1%+22+5.6%加碼歷史
QTTBQ32 Bio Inc.COM4,640$1.54 萬<0.1%−385−7.7%減碼歷史
BCALCalifornia BanCorpCOM823$1.54 萬<0.1%−74−8.2%減碼歷史
PLMRPalomar Holdings, Inc.Stock114$1.54 萬<0.1%+41+56.2%加碼歷史
ADAMAdamas Trust, Inc.COM2,101$1.53 萬<0.1%−105−4.8%減碼歷史
SFDSmithfield Foods IncCOM684$1.53 萬<0.1%−139−16.9%減碼歷史
Innovator ETFs Trust45783Y533INNOVATOR INTER467$1.52 萬<0.1%00.0%不變–
ANDEAndersons, Inc.COM286$1.52 萬<0.1%−159−35.7%減碼歷史
ECVTEcovyst Inc.COM1,561$1.52 萬<0.1%+912+140.5%加碼歷史
SCHLScholastic CorpCOM512$1.52 萬<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME363$1.51 萬<0.1%+8+2.3%加碼–
USLMUnited States Lime & Minerals IncCOM126$1.51 萬<0.1%−1−0.8%減碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW982$1.51 萬<0.1%+63+6.9%加碼歷史
IBEXIBEX LtdSHS NEW392$1.50 萬<0.1%+17+4.5%加碼歷史
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR4,170$1.49 萬<0.1%+1,403+50.7%加碼歷史
iShares Tr464287192US TRSPRTION200$1.49 萬<0.1%00.0%不變–
EGHT8X8 IncCOM7,562$1.49 萬<0.1%−1,133−13.0%減碼歷史
ASTSAST SpaceMobile, Inc.COM CL A205$1.49 萬<0.1%−14−6.4%減碼歷史
Schwab Strategic Tr8085246985 10YR CORP BD648$1.49 萬<0.1%−106−14.1%減碼–
WSRWhitestone REITCOM1,071$1.49 萬<0.1%−433−28.8%減碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.49 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE97$1.48 萬<0.1%+97新進–
JOYYJOYY Inc.ADS REPSTG COM A229$1.48 萬<0.1%−108−32.0%減碼歷史
ORCOrchid Island Capital, Inc.COM NEW2,056$1.48 萬<0.1%−272−11.7%減碼歷史
IEIvanhoe Electric Inc.COM926$1.48 萬<0.1%+797+617.8%加碼歷史
MGRCMcGrath RentcorpCOM141$1.48 萬<0.1%−159−53.0%減碼歷史
CCBGCapital City Bank Group IncCOM346$1.47 萬<0.1%−168−32.7%減碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF525$1.47 萬<0.1%00.0%不變–
GESGuess IncCOM874$1.46 萬<0.1%−130−12.9%減碼歷史
FORForestar Group Inc.COM594$1.46 萬<0.1%−63−9.6%減碼歷史
NLOPNet Lease Office PropertiesCOM566$1.46 萬<0.1%−420−42.6%減碼歷史
CODICompass Diversified HoldingsSH BEN INT3,040$1.46 萬<0.1%+1,385+83.7%加碼歷史
CXTCrane NXT, Co.COM309$1.45 萬<0.1%−261−45.8%減碼歷史
ALGMAllegro Microsystems, Inc.COM551$1.45 萬<0.1%−23−4.0%減碼歷史
RNGRRanger Energy Services, Inc.COM CL A1,036$1.45 萬<0.1%+213+25.9%加碼歷史
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$1.45 萬<0.1%00.0%不變–
NECBNorthEast Community Bancorp, Inc.COM640$1.45 萬<0.1%+32+5.3%加碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM283$1.45 萬<0.1%+256+948.1%加碼歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF147$1.45 萬<0.1%+147新進–
WisdomTree Tr97717X701EUROPE HEDGED EQ272$1.44 萬<0.1%−135−33.2%減碼–
CSRCenterspaceCOM216$1.44 萬<0.1%+3+1.4%加碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR261$1.44 萬<0.1%+38+17.0%加碼歷史
VITLVital Farms, Inc.COM449$1.43 萬<0.1%+157+53.8%加碼歷史
CLBCore Laboratories Inc.COM893$1.43 萬<0.1%+762+581.7%加碼歷史
SFIXStitch Fix, Inc.Stock2,716$1.43 萬<0.1%+1,944+251.8%加碼歷史
FRGEForge Global Holdings, Inc.Stock320$1.43 萬<0.1%+181+130.2%加碼歷史
KELYAKelly Services IncCL A1,620$1.43 萬<0.1%−395−19.6%減碼歷史
EQXEquinox Gold Corp.COM1,015$1.43 萬<0.1%−122−10.7%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