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
EBEventbrite, Inc.COM CL A2,709$1.21 萬<0.1%−572−17.4%減碼歷史
RMAXRE/MAX Holdings, Inc.CL A1,587$1.20 萬<0.1%+1,016+177.9%加碼歷史
Flexshares Tr33939L779DISCP DUR MBS579$1.20 萬<0.1%00.0%不變–
CZFSCitizens Financial Services IncCOM209$1.19 萬<0.1%−30−12.6%減碼歷史
PGYPagaya Technologies Ltd.CL A NEW570$1.19 萬<0.1%+45+8.6%加碼歷史
AVOMission Produce, Inc.COM1,026$1.19 萬<0.1%−88−7.9%減碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.19 萬<0.1%00.0%不變–
NBTXNanobiotix S.A.SPONSORED ADS514$1.19 萬<0.1%00.0%不變歷史
AHRTAH Realty Trust, Inc.COM1,791$1.19 萬<0.1%−963−35.0%減碼歷史
ROGRogers CorpCOM129$1.18 萬<0.1%−47−26.7%減碼歷史
LEVILevi Strauss & CoCL A COM STK569$1.18 萬<0.1%+23+4.2%加碼歷史
CBANColony Bankcorp IncCOM662$1.18 萬<0.1%−16−2.4%減碼歷史
MLTXMoonLake ImmunotherapeuticsCLASS A ORD893$1.18 萬<0.1%+885+11,062.5%加碼歷史
ANROAlto Neuroscience, Inc.COM SHS661$1.18 萬<0.1%−64−8.8%減碼歷史
BSRRSierra BancorpCOM358$1.17 萬<0.1%+243+211.3%加碼歷史
PRDOPerdoceo Education CorpCOM398$1.17 萬<0.1%−67−14.4%減碼歷史
iShares Tr46435G326CORE MSCI INTL141$1.16 萬<0.1%00.0%不變–
MNROMonro, Inc.COM578$1.16 萬<0.1%+138+31.4%加碼歷史
RGCRegencell Bioscience Holdings LtdORDINARY SHARES550$1.16 萬<0.1%+550新進歷史
CXCemex SAB de CVSPON ADR NEW1,005$1.15 萬<0.1%+103+11.4%加碼歷史
RXRXRecursion Pharmaceuticals, Inc.CL A2,805$1.15 萬<0.1%−6,100−68.5%減碼歷史
HLITHarmonic Inc.COM1,156$1.14 萬<0.1%+129+12.6%加碼歷史
UUUUEnergy Fuels IncCOM NEW783$1.14 萬<0.1%+46+6.2%加碼歷史
BGCBGC Group, Inc.CL A1,272$1.14 萬<0.1%−6,109−82.8%減碼歷史
CGONCG Oncology, Inc.COM273$1.13 萬<0.1%00.0%不變歷史
ELFe.l.f. Beauty, Inc.COM149$1.13 萬<0.1%+14+10.4%加碼歷史
BGSB&G Foods, Inc.COM2,629$1.13 萬<0.1%−875−25.0%減碼歷史
GPREGreen Plains Inc.COM1,148$1.13 萬<0.1%−75−6.1%減碼歷史
FDBCFidelity D & D Bancorp IncCOM258$1.12 萬<0.1%−4−1.5%減碼歷史
LAZLazard, Inc.COM231$1.12 萬<0.1%+10+4.5%加碼歷史
TEOTelecom Argentina SASPON ADR REP B966$1.12 萬<0.1%−50−4.9%減碼歷史
TRUPTrupanion, Inc.COM300$1.12 萬<0.1%+56+23.0%加碼歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$1.12 萬<0.1%00.0%不變–
BRKRBruker CorpCOM237$1.12 萬<0.1%+21+9.7%加碼歷史
ORRFOrrstown Financial Services IncCOM315$1.12 萬<0.1%−120−27.6%減碼歷史
RVMDRevolution Medicines, Inc.COM140$1.12 萬<0.1%+8+6.1%加碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS1,600$1.11 萬<0.1%+618+62.9%加碼歷史
COHUCohu IncCOM475$1.11 萬<0.1%−330−41.0%減碼歷史
VCVisteon CorpCOM NEW116$1.10 萬<0.1%−21−15.3%減碼歷史
KREFKKR Real Estate Finance Trust Inc.COM1,342$1.10 萬<0.1%−1,997−59.8%減碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$1.10 萬<0.1%00.0%不變–
FTKFlotek Industries IncCOM NEW638$1.10 萬<0.1%+638新進歷史
ATNIATN International, Inc.COM482$1.10 萬<0.1%+144+42.6%加碼歷史
PEBPebblebrook Hotel TrustCOM969$1.10 萬<0.1%−32−3.2%減碼歷史
GDENNew Royal Holdco I Inc.COM403$1.10 萬<0.1%+403新進歷史
CNMDCONMED CorpCOM269$1.09 萬<0.1%+201+295.6%加碼歷史
YELPYelp IncCL A359$1.09 萬<0.1%+98+37.5%加碼歷史
CERSCerus CorpCOM5,289$1.09 萬<0.1%+519+10.9%加碼歷史
BCCBoise Cascade CoCOM148$1.09 萬<0.1%−124−45.6%減碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT277$1.09 萬<0.1%−57−17.1%減碼歷史
GRNTGranite Ridge Resources, Inc.COM2,305$1.08 萬<0.1%−2,898−55.7%減碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF125$1.08 萬<0.1%−2,930−95.9%減碼–
SPDR Series Trust78464A607ST STR DOW REIT110$1.08 萬<0.1%00.0%不變–
EHABEnhabit, Inc.COM1,169$1.08 萬<0.1%−57−4.6%減碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ152$1.07 萬<0.1%+104+216.7%加碼依 2 比 1 拆股換算–
AVTRAvantor, Inc.COM934$1.07 萬<0.1%−1,222−56.7%減碼歷史
OBTOrange County Bancorp, Inc.COM374$1.07 萬<0.1%+292+356.1%加碼歷史
DSXDiana Shipping Inc.COM6,392$1.06 萬<0.1%+517+8.8%加碼歷史
LFSTLifeStance Health Group, Inc.COM1,505$1.06 萬<0.1%+590+64.5%加碼歷史
CNOBConnectOne Bancorp, Inc.COM404$1.06 萬<0.1%−547−57.5%減碼歷史
MNDYmonday.com Ltd.SHS71$1.05 萬<0.1%−58−45.0%減碼歷史
TALTAL Education GroupSPONSORED ADS960$1.05 萬<0.1%+185+23.9%加碼歷史
PENGPenguin Solutions, Inc.Stock535$1.05 萬<0.1%+3+0.6%加碼歷史
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.05 萬<0.1%00.0%不變歷史
ASANAsana, Inc.CL A761$1.04 萬<0.1%+560+278.6%加碼歷史
DXCDXC Technology CoStock712$1.04 萬<0.1%−895−55.7%減碼歷史
RCUSArcus Biosciences, Inc.COM437$1.04 萬<0.1%00.0%不變歷史
ONITOnity Group Inc.COM NEW227$1.04 萬<0.1%+34+17.6%加碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP228$1.04 萬<0.1%+228新進–
APPSDigital Turbine, Inc.COM NEW2,078$1.04 萬<0.1%+665+47.1%加碼歷史
CWCOConsolidated Water Co. Ltd.ORD294$1.04 萬<0.1%+232+374.2%加碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$1.03 萬<0.1%00.0%不變–
PGNYProgyny, Inc.COM401$1.03 萬<0.1%−67−14.3%減碼歷史
COE51Talk Online Education GroupSPONSORED ADR322$1.03 萬<0.1%−176−35.3%減碼歷史
GPGIGPGI, Inc.COM CL A533$1.03 萬<0.1%−192−26.5%減碼歷史
MYRGMyr Group Inc.COM47$1.03 萬<0.1%+7+17.5%加碼歷史
WFGWest Fraser Timber Co., LtdCOM168$1.03 萬<0.1%+11+7.0%加碼歷史
WNCWabash National CorpCOM1,186$1.03 萬<0.1%+511+75.7%加碼歷史
ALXAlexanders IncCOM47$1.02 萬<0.1%−31−39.7%減碼歷史
LQDALiquidia CorpCOM NEW297$1.02 萬<0.1%−125−29.6%減碼歷史
BHRBraemar Hotels & Resorts Inc.COM3,553$1.02 萬<0.1%−345−8.9%減碼歷史
RMRRMR Group Inc.CL A683$1.02 萬<0.1%−565−45.3%減碼歷史
CABOCable One, Inc.COM90$1.02 萬<0.1%−50−35.7%減碼歷史
MRNAModerna, Inc.Stock344$1.01 萬<0.1%−167−32.7%減碼歷史
YEXTYext, Inc.COM1,259$1.01 萬<0.1%−4−0.3%減碼歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,651$1.01 萬<0.1%+387+30.6%加碼歷史
CARECarter Bankshares, Inc.COM NEW513$1.01 萬<0.1%−502−49.5%減碼歷史
MRTNMarten Transport LtdCOM875$9,957<0.1%+247+39.3%加碼歷史
CBZCBIZ, Inc.COM197$9,939<0.1%−596−75.2%減碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$9,938<0.1%00.0%不變–
HUTHut 8 Corp.COM216$9,923<0.1%−45−17.2%減碼歷史
RCKTRocket Pharmaceuticals, Inc.COM2,811$9,867<0.1%+297+11.8%加碼歷史
RYZRyerson Holding CorpCOM392$9,862<0.1%−91−18.8%減碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM1,239$9,850<0.1%−1,420−53.4%減碼歷史
GDOTGreen Dot CorpCL A767$9,825<0.1%+16+2.1%加碼歷史
NIUNiu TechnologiesADS3,241$9,820<0.1%+820+33.9%加碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM3,486$9,796<0.1%−10.0%減碼歷史
BURBurford Capital LtdORD SHS1,097$9,785<0.1%+412+60.1%加碼歷史
THRMGentherm IncCOM269$9,783<0.1%−128−32.2%減碼歷史
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP400$9,766<0.1%+400新進–

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