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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
TBBKBancorp, Inc.COM211$1.42 萬<0.1%−37−14.9%減碼歷史
OSWOnespaworld Holdings LtdCOM685$1.42 萬<0.1%+465+211.4%加碼歷史
Pacer FDS Tr69374H311NASD IN PATE ETF525$1.42 萬<0.1%+525新進–
TDAYUSA TODAY Co., Inc.COM2,745$1.41 萬<0.1%+94+3.5%加碼歷史
NXDRNextdoor Holdings, Inc.COM CL A6,724$1.41 萬<0.1%−380−5.3%減碼歷史
MCFTMasterCraft Boat Holdings, Inc.COM746$1.41 萬<0.1%+538+258.7%加碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,842$1.41 萬<0.1%+1,554+47.3%加碼歷史
QTWOQ2 Holdings, Inc.COM195$1.41 萬<0.1%+155+387.5%加碼歷史
ZETAZeta Global Holdings Corp.CL A689$1.40 萬<0.1%+62+9.9%加碼歷史
PVHPVH Corp.COM209$1.40 萬<0.1%−158−43.1%減碼歷史
QSQuantumScape CorpCOM CL A1,340$1.40 萬<0.1%+41+3.2%加碼歷史
Vanguard World FD921910733ESG US STK ETF115$1.39 萬<0.1%+115新進–
BIRKBirkenstock Holding plcCOM SHS340$1.39 萬<0.1%+119+53.8%加碼歷史
TNETTrinet Group, Inc.COM235$1.39 萬<0.1%+153+186.6%加碼歷史
NUVLNuvalent, Inc.COM138$1.39 萬<0.1%−18−11.5%減碼歷史
WRBYWarby Parker Inc.CL A COM637$1.39 萬<0.1%+124+24.2%加碼歷史
SANASana Biotechnology, Inc.COM3,402$1.38 萬<0.1%00.0%不變歷史
XRNChiron Real Estate Inc.COM NEW410$1.38 萬<0.1%−35−7.9%減碼歷史
ZUMZZumiez IncCOM531$1.38 萬<0.1%+128+31.8%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.38 萬<0.1%00.0%不變歷史
CIFRCipher Digital Inc.COM934$1.38 萬<0.1%+841+904.3%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM2,232$1.37 萬<0.1%+1,703+321.9%加碼歷史
GTXGarrett Motion Inc.Stock787$1.37 萬<0.1%+654+491.7%加碼歷史
TBPHTheravance Biopharma, Inc.COM733$1.37 萬<0.1%+272+59.0%加碼歷史
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$1.37 萬<0.1%00.0%不變–
ProShares Tr74350P675ULTRAPRO SHORT200$1.37 萬<0.1%+200新進–
HZOMarinemax IncCOM565$1.37 萬<0.1%−4−0.7%減碼歷史
URGNUroGen Pharma Ltd.COM584$1.37 萬<0.1%−5−0.8%減碼歷史
NTSTNETSTREIT Corp.COM774$1.37 萬<0.1%−1,001−56.4%減碼歷史
IONQIonQ, Inc.COM303$1.36 萬<0.1%−1,622−84.3%減碼歷史
KENKenon Holdings Ltd.SHS205$1.36 萬<0.1%00.0%不變歷史
HLIOHelios Technologies, Inc.COM254$1.36 萬<0.1%−22−8.0%減碼歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.36 萬<0.1%00.0%不變歷史
Zeekr Intelligent Technology98923K103SPON ADS522$1.36 萬<0.1%+261+100.0%加碼–
LBRDALiberty Broadband CorpCOM SER A281$1.36 萬<0.1%+99+54.4%加碼歷史
IRTIndependence Realty Trust, Inc.COM775$1.35 萬<0.1%−802−50.9%減碼歷史
CAKECheesecake Factory IncCOM268$1.35 萬<0.1%+2+0.8%加碼歷史
SUZSuzano S.A.SPON ADS1,448$1.35 萬<0.1%−389−21.2%減碼歷史
PRVAPrivia Health Group, Inc.COM569$1.35 萬<0.1%−2−0.4%減碼歷史
LRNStride, Inc.COM207$1.34 萬<0.1%−268−56.4%減碼歷史
OUSTOuster, Inc.COM NEW621$1.34 萬<0.1%−39−5.9%減碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.34 萬<0.1%00.0%不變–
JBSSSanfilippo John B & Son IncCOM190$1.34 萬<0.1%−177−48.2%減碼歷史
BULLWebull CorpORD SHS1,716$1.33 萬<0.1%+1,216+243.2%加碼歷史
UCTTUltra Clean Holdings, Inc.COM525$1.33 萬<0.1%−401−43.3%減碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN223$1.33 萬<0.1%+223新進–
MLKNMillerknoll, Inc.COM725$1.33 萬<0.1%+275+61.1%加碼歷史
CGEMCullinan Therapeutics, Inc.COM1,280$1.32 萬<0.1%+284+28.5%加碼歷史
IRDMIridium Communications Inc.COM762$1.32 萬<0.1%+742+3,710.0%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$1.32 萬<0.1%00.0%不變歷史
COMPCompass, Inc.CL A1,250$1.32 萬<0.1%−112−8.2%減碼歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF41$1.32 萬<0.1%00.0%不變–
BRSLBrightstar Lottery PLCSHS USD850$1.32 萬<0.1%+152+21.8%加碼歷史
ITRIItron, Inc.COM141$1.31 萬<0.1%−120−46.0%減碼歷史
TFIITFI International Inc.COM126$1.30 萬<0.1%+20+18.9%加碼歷史
RLXRLX Technology Inc.SPONSORED ADS5,588$1.30 萬<0.1%+1,279+29.7%加碼歷史
CRICarters IncCOM401$1.30 萬<0.1%+34+9.3%加碼歷史
PDPagerDuty, Inc.COM989$1.30 萬<0.1%−616−38.4%減碼歷史
REXRex American Resources CorpCOM401$1.30 萬<0.1%−51−11.3%減碼歷史
HBTHBT Financial, Inc.COM501$1.30 萬<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock246$1.29 萬<0.1%−168−40.6%減碼歷史
EVAXEvaxion A/SADR2,707$1.29 萬<0.1%+2,707新進歷史
TREELendingTree, Inc.COM243$1.29 萬<0.1%−24−9.0%減碼歷史
FSBWFS Bancorp, Inc.COM313$1.29 萬<0.1%+6+2.0%加碼歷史
WIXWix.com Ltd.SHS124$1.29 萬<0.1%−114−47.9%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.29 萬<0.1%00.0%不變–
OMCLOmnicell, Inc.COM284$1.29 萬<0.1%−54−16.0%減碼歷史
IRMDIradimed CorpCOM132$1.28 萬<0.1%+65+97.0%加碼歷史
POWIPower Integrations IncCOM361$1.28 萬<0.1%−21−5.5%減碼歷史
OCFCOceanfirst Financial CorpCOM713$1.28 萬<0.1%−46−6.1%減碼歷史
INBXInhibrx Biosciences, Inc.COM162$1.28 萬<0.1%+122+305.0%加碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW456$1.28 萬<0.1%+400+714.3%加碼歷史
CNKCinemark Holdings, Inc.COM550$1.28 萬<0.1%−46−7.7%減碼歷史
NVTSNavitas Semiconductor CorpCOM1,788$1.28 萬<0.1%+777+76.9%加碼歷史
CASSCass Information Systems IncCOM307$1.27 萬<0.1%−181−37.1%減碼歷史
ITICInvestors Title CoCOM51$1.27 萬<0.1%00.0%不變歷史
HBCPHome Bancorp, Inc.COM220$1.27 萬<0.1%−26−10.6%減碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF499$1.27 萬<0.1%+8+1.6%加碼–
CMRCCommerce.com, Inc.COM SER 13,082$1.27 萬<0.1%+1,303+73.2%加碼歷史
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB276$1.27 萬<0.1%+263+2,023.1%加碼歷史
GBXGreenbrier Companies IncStock271$1.27 萬<0.1%−186−40.7%減碼歷史
SEMSelect Medical Holdings CorpCOM852$1.27 萬<0.1%+531+165.4%加碼歷史
CVGWCalavo Growers IncCOM578$1.26 萬<0.1%−178−23.5%減碼歷史
WLKWestlake CorpCOM170$1.26 萬<0.1%−27−13.7%減碼歷史
AESIAtlas Energy Solutions Inc.COM NEW1,331$1.25 萬<0.1%+43+3.3%加碼歷史
ACCOAcco Brands CorpCOM3,355$1.25 萬<0.1%−3,589−51.7%減碼歷史
PSFEPaysafe LtdSHS1,547$1.25 萬<0.1%+74+5.0%加碼歷史
MTNVail Resorts IncCOM94$1.25 萬<0.1%−71−43.0%減碼歷史
ALCOAlico, Inc.COM341$1.24 萬<0.1%−8−2.3%減碼歷史
BWBBridgewater Bancshares IncCOM704$1.23 萬<0.1%−156−18.1%減碼歷史
PGENPrecigen, Inc.COM2,951$1.23 萬<0.1%−108−3.5%減碼歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN490$1.23 萬<0.1%−6−1.2%減碼–
RALRalliant CorpStock240$1.22 萬<0.1%+113+89.0%加碼歷史
LINCLincoln Educational Services CorpCOM504$1.22 萬<0.1%+489+3,260.0%加碼歷史
NSITInsight Enterprises IncCOM149$1.21 萬<0.1%−378−71.7%減碼歷史
GBDCGolub Capital BDC, Inc.COM894$1.21 萬<0.1%+228+34.2%加碼歷史
DOCSDoximity, Inc.CL A273$1.21 萬<0.1%−364−57.1%減碼歷史
FRMIFermi Inc.COM1,509$1.21 萬<0.1%+1,509新進歷史
NEWTNewtekOne, Inc.COM NEW1,063$1.21 萬<0.1%−132−11.0%減碼歷史
PLABPhotronics IncCOM377$1.21 萬<0.1%+44+13.2%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