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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
BBYBest Buy Co IncStock11,280$75.5 萬<0.1%+3,718+49.2%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF5,848$75.3 萬<0.1%+147+2.6%加碼–
MMM3M CoStock4,673$74.8 萬<0.1%+700+17.6%加碼歷史
WCNWaste Connections, Inc.COM4,247$74.5 萬<0.1%+1,795+73.2%加碼歷史
SFBSServisFirst Bancshares, Inc.COM10,280$73.8 萬<0.1%−21,622−67.8%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW9,356$73.6 萬<0.1%+1,260+15.6%加碼歷史
EMEEMCOR Group, Inc.Stock1,201$73.5 萬<0.1%+144+13.6%加碼歷史
BSXBoston Scientific CorpStock7,700$73.4 萬<0.1%−660−7.9%減碼歷史
AZNAstraZeneca PLCADR7,954$73.1 萬<0.1%+7,954新進歷史
SAPSAP SEADR2,998$72.8 萬<0.1%+519+20.9%加碼歷史
TERTeradyne, IncStock3,756$72.7 萬<0.1%+697+22.8%加碼歷史
GILDGilead Sciences, Inc.Stock5,913$72.6 萬<0.1%+1,139+23.9%加碼歷史
JCIJohnson Controls International plcStock6,052$72.5 萬<0.1%−897−12.9%減碼歷史
AJGArthur J. Gallagher & Co.COM2,795$72.3 萬<0.1%−676−19.5%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF12,717$72.2 萬<0.1%+12,375+3,618.4%加碼–
iShares Tr464287721U.S. TECH ETF3,601$71.9 萬<0.1%−18−0.5%減碼–
LVSLas Vegas Sands CorpCOM11,005$71.6 萬<0.1%+7,787+242.0%加碼歷史
iShares Tr464288513IBOXX HI YD ETF8,869$71.5 萬<0.1%−804−8.3%減碼–
ETREntergy CorpCOM7,720$71.4 萬<0.1%−13−0.2%減碼歷史
VSTVistra Corp.Stock4,410$71.1 萬<0.1%−396−8.2%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock11,061$71.1 萬<0.1%+3,512+46.5%加碼歷史
TRGPTarga Resources Corp.COM3,854$71.1 萬<0.1%+623+19.3%加碼歷史
NTRANatera, Inc.COM3,089$70.8 萬<0.1%+1,000+47.9%加碼歷史
ROLRollins IncCOM11,789$70.8 萬<0.1%−492−4.0%減碼歷史
TMToyota Motor CorpADS3,305$70.7 萬<0.1%+284+9.4%加碼歷史
ELVElevance Health, Inc.Stock2,001$70.2 萬<0.1%−63−3.1%減碼歷史
AB Active ETFs Inc00039J103ULTRA SHORT INCM13,871$70.0 萬<0.1%+13,871新進–
iShares Inc464286764MSCI SPAIN ETF12,965$69.9 萬<0.1%−40.0%減碼–
ADPAutomatic Data Processing IncStock2,705$69.6 萬<0.1%−206−7.1%減碼歷史
AEPAmerican Electric Power Co IncStock6,020$69.4 萬<0.1%+18+0.3%加碼歷史
RFRegions Financial CorpCOM25,461$69.0 萬<0.1%−536−2.1%減碼歷史
SYKStryker CorpStock1,946$68.4 萬<0.1%+347+21.7%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD7,759$68.3 萬<0.1%−60−0.8%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,837$68.3 萬<0.1%+3,896+132.5%加碼–
ESTCElastic N.V.ORD SHS9,048$68.3 萬<0.1%+5,817+180.0%加碼歷史
MPWRMonolithic Power Systems, Inc.COM749$67.8 萬<0.1%+207+38.2%加碼歷史
AMTAmerican Tower CorpREIT3,859$67.8 萬<0.1%+2,101+119.5%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF4,795$67.6 萬<0.1%+49+1.0%加碼–
TSNTyson Foods, Inc.Stock11,479$67.3 萬<0.1%+1,276+12.5%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM2,412$67.3 萬<0.1%+59+2.5%加碼歷史
American Centy ETF Tr025072349US LARGE CAP VLU8,829$66.9 萬<0.1%−11,173−55.9%減碼–
SHWSherwin Williams CoCOM2,052$66.5 萬<0.1%−258−11.2%減碼歷史
TXNTexas Instruments IncStock3,827$66.4 萬<0.1%−769−16.7%減碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF14,415$66.4 萬<0.1%+3,155+28.0%加碼–
ENBEnbridge IncStock13,836$66.2 萬<0.1%+564+4.2%加碼歷史
MNSTMonster Beverage CorpCOM8,611$66.0 萬<0.1%−117−1.3%減碼歷史
SNDKSandisk CorpCOM2,776$65.9 萬<0.1%+108+4.0%加碼歷史
KEYSKeysight Technologies, Inc.Stock3,237$65.8 萬<0.1%+82+2.6%加碼歷史
BNYBank of New York Mellon CorpStock5,664$65.8 萬<0.1%+752+15.3%加碼歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF18,971$65.4 萬<0.1%−4,655−19.7%減碼–
GISGeneral Mills IncStock14,033$65.3 萬<0.1%+4,158+42.1%加碼歷史
UALUnited Airlines Holdings, Inc.COM5,822$65.1 萬<0.1%+1,018+21.2%加碼歷史
KDPKeurig Dr Pepper Inc.COM23,232$65.1 萬<0.1%+13,241+132.5%加碼歷史
HONHoneywell International IncCOM3,321$64.8 萬<0.1%+104+3.2%加碼歷史
RBB FD Inc74933W452F/M US TREASURY12,722$63.5 萬<0.1%+6,745+112.8%加碼–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,844$63.3 萬<0.1%−116−3.9%減碼歷史
CBRECbre Group, Inc.CL A3,911$62.9 萬<0.1%−169−4.1%減碼歷史
Unified Ser Tr90470L444ONEASCENT INTL15,194$62.9 萬<0.1%+14,129+1,326.7%加碼–
CBSHCommerce Bancshares IncStock12,012$62.9 萬<0.1%+3,369+39.0%加碼歷史
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,497$62.9 萬<0.1%+328+4.0%加碼–
UTHRUnited Therapeutics CorpCOM1,288$62.8 萬<0.1%+595+85.9%加碼歷史
UBSUBS Group AGStock13,500$62.5 萬<0.1%+1,516+12.7%加碼歷史
ULTAUlta Beauty, Inc.Stock1,033$62.5 萬<0.1%−3−0.3%減碼歷史
iShares Tr464288760US AER DEF ETF2,905$62.4 萬<0.1%+105+3.8%加碼–
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$62.1 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33734H106SHS13,461$62.0 萬<0.1%+635+5.0%加碼–
NBIXNeurocrine Biosciences IncStock4,355$61.8 萬<0.1%+670+18.2%加碼歷史
PYPLPayPal Holdings, Inc.Stock10,577$61.7 萬<0.1%+3,797+56.0%加碼歷史
EMREmerson Electric CoStock4,640$61.6 萬<0.1%+428+10.2%加碼歷史
MLIMueller Industries IncCOM5,361$61.5 萬<0.1%+1,865+53.3%加碼歷史
Vanguard Information Technology ETF92204A702ETF816$61.5 萬<0.1%−46−5.3%減碼–
MDLZMondelez International, Inc.Stock11,376$61.2 萬<0.1%−1,486−11.6%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS27,382$61.1 萬<0.1%+5,853+27.2%加碼歷史
STXSeagate Technology Holdings plcORD SHS2,202$60.7 萬<0.1%+186+9.2%加碼歷史
HASHasbro, Inc.COM7,374$60.5 萬<0.1%+724+10.9%加碼歷史
EVREvercore Inc.CLASS A1,774$60.4 萬<0.1%+58+3.4%加碼歷史
FTNTFortinet, Inc.Stock7,580$60.2 萬<0.1%+4,629+156.9%加碼歷史
MOAltria Group, Inc.Stock10,435$60.2 萬<0.1%−498−4.6%減碼歷史
PNRPENTAIR plcSHS5,762$60.0 萬<0.1%−183−3.1%減碼歷史
LYFTLyft, Inc.CL A COM30,852$59.8 萬<0.1%+2,796+10.0%加碼歷史
MSIMotorola Solutions, Inc.Stock1,556$59.7 萬<0.1%−164−9.5%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR30,862$59.7 萬<0.1%−1,219−3.8%減碼歷史
iShares Tr46435U218ESG MSCI LEADR4,864$59.0 萬<0.1%+419+9.4%加碼–
TTETotalEnergies SEACT8,970$58.7 萬<0.1%+1,156+14.8%加碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$58.6 萬<0.1%00.0%不變–
TRVTravelers Companies, Inc.Stock2,012$58.3 萬<0.1%−222−9.9%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD11,636$57.7 萬<0.1%−7,069−37.8%減碼–
SCCOSouthern Copper CorpStock3,979$57.1 萬<0.1%+22+0.6%加碼歷史
MDBMongoDB, Inc.CL A1,358$57.0 萬<0.1%+309+29.5%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,933$56.7 萬<0.1%−18−0.9%減碼歷史
APPAppLovin CorpCOM CL A841$56.7 萬<0.1%−182−17.8%減碼歷史
TXTTextron IncCOM6,495$56.6 萬<0.1%+2,268+53.7%加碼歷史
CLColgate Palmolive CoStock7,147$56.5 萬<0.1%−449−5.9%減碼歷史
CFGCitizens Financial Group IncCOM9,607$56.1 萬<0.1%+2,823+41.6%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF21,767$56.0 萬<0.1%−6,643−23.4%減碼–
CDNSCadence Design Systems IncStock1,791$56.0 萬<0.1%+258+16.8%加碼歷史
AONAon plcCL A1,584$55.9 萬<0.1%+426+36.8%加碼歷史
MRVLMarvell Technology, Inc.COM6,532$55.5 萬<0.1%+1,456+28.7%加碼歷史
HBANHuntington Bancshares IncCOM31,896$55.3 萬<0.1%+6,328+24.7%加碼歷史
ORIOld Republic International CorpCOM12,110$55.3 萬<0.1%+172+1.4%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