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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
CORCencora, Inc.Stock1,633$55.2 萬<0.1%−70−4.1%減碼歷史
AMEAmetek IncCOM2,682$55.1 萬<0.1%−162−5.7%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS34,679$55.0 萬<0.1%+878+2.6%加碼歷史
HIGHartford Insurance Group, Inc.Stock3,986$54.9 萬<0.1%−125−3.0%減碼歷史
EHCEncompass Health CorpCOM5,172$54.9 萬<0.1%+505+10.8%加碼歷史
AITApplied Industrial Technologies IncCOM2,137$54.9 萬<0.1%+214+11.1%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF10,018$54.8 萬<0.1%+6,533+187.5%加碼–
SPGSimon Property Group Inc.REIT2,952$54.7 萬<0.1%+96+3.4%加碼歷史
EXELExelixis, Inc.COM12,411$54.4 萬<0.1%+4,492+56.7%加碼歷史
ALLAllstate CorpStock2,602$54.2 萬<0.1%−104−3.8%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK4,516$54.0 萬<0.1%−235−4.9%減碼歷史
CMECME Group Inc.COM1,978$54.0 萬<0.1%−63−3.1%減碼歷史
AAgilent Technologies, Inc.COM3,969$54.0 萬<0.1%+380+10.6%加碼歷史
KMIKinder Morgan, Inc.Stock19,643$54.0 萬<0.1%−1,375−6.5%減碼歷史
TELTE Connectivity plcStock2,372$54.0 萬<0.1%+241+11.3%加碼歷史
COLBColumbia Banking System, Inc.COM19,246$53.8 萬<0.1%−305−1.6%減碼歷史
MSCIMSCI Inc.Stock934$53.6 萬<0.1%−529−36.2%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF7,275$53.5 萬<0.1%+4,811+195.3%加碼–
PFEPfizer IncStock21,416$53.3 萬<0.1%−831−3.7%減碼歷史
NVTnVent Electric plcSHS5,210$53.1 萬<0.1%−38−0.7%減碼歷史
TMUST-Mobile US, Inc.Stock2,608$53.0 萬<0.1%−73−2.7%減碼歷史
SHELShell plcADR7,207$53.0 萬<0.1%−195−2.6%減碼歷史
KBKB Financial Group Inc.SPONSORED ADR6,126$52.7 萬<0.1%−1,122−15.5%減碼歷史
NVSNovartis AGADR3,823$52.7 萬<0.1%+622+19.4%加碼歷史
NYTNew York Times CoCL A7,556$52.5 萬<0.1%+905+13.6%加碼歷史
EXASExact Sciences CorpCOM5,158$52.4 萬<0.1%+2,213+75.1%加碼歷史
VRSNVerisign IncCOM2,154$52.3 萬<0.1%−982−31.3%減碼歷史
NRGNRG Energy, Inc.Stock3,256$51.8 萬<0.1%+212+7.0%加碼歷史
CMCSAComcast CorpStock17,157$51.3 萬<0.1%+1,177+7.4%加碼歷史
VTRVentas, Inc.REIT6,626$51.3 萬<0.1%+2,389+56.4%加碼歷史
MKTXMarketaxess Holdings IncCOM2,826$51.2 萬<0.1%+2,183+339.5%加碼歷史
TDGTransDigm Group INCCOM384$51.2 萬<0.1%+40+11.6%加碼歷史
Eventide International ETF86280R761ETF20,023$50.8 萬<0.1%+20,023新進–
GRMNGarmin LtdSHS2,505$50.8 萬<0.1%−750−23.0%減碼歷史
THCTenet Healthcare CorpCOM NEW2,533$50.3 萬<0.1%+513+25.4%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM1,479$50.3 萬<0.1%+652+78.8%加碼歷史
ADTADT Inc.COM62,309$50.3 萬<0.1%+11,344+22.3%加碼歷史
ECLEcolab Inc.Stock1,905$50.0 萬<0.1%−8−0.4%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF6,662$50.0 萬<0.1%+438+7.0%加碼–
VEEVVeeva Systems IncStock2,237$49.9 萬<0.1%−823−26.9%減碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF12,973$49.8 萬<0.1%+3,112+31.6%加碼–
IBNIcici Bank LtdADR16,609$49.5 萬<0.1%+70+0.4%加碼歷史
VRTXVertex Pharmaceuticals IncStock1,091$49.4 萬<0.1%+159+17.1%加碼歷史
ADSKAutodesk, Inc.COM1,669$49.4 萬<0.1%+340+25.6%加碼歷史
BPBP PLCADR14,177$49.2 萬<0.1%−447−3.1%減碼歷史
BWABorgwarner IncCOM10,917$49.2 萬<0.1%+1,343+14.0%加碼歷史
ITGartner IncCOM1,947$49.1 萬<0.1%+531+37.5%加碼歷史
CSXCSX CorpStock13,462$48.8 萬<0.1%+1,791+15.3%加碼歷史
ROSTRoss Stores, Inc.COM2,709$48.8 萬<0.1%+363+15.5%加碼歷史
Vanguard Mun BD FDS922907738INTERMEDIATE TRM4,816$48.6 萬<0.1%+3,191+196.4%加碼–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF5,411$48.3 萬<0.1%−3,149−36.8%減碼–
IDXXIDEXX Laboratories IncCOM713$48.2 萬<0.1%+92+14.8%加碼歷史
Schwab Fundamental International Equity ETF808524755ETF10,619$48.0 萬<0.1%−210−1.9%減碼–
URIUnited Rentals, Inc.COM591$47.9 萬<0.1%+74+14.3%加碼歷史
Schwab Strategic Tr8085247141 5YR CORP BD19,189$47.8 萬<0.1%+15,500+420.2%加碼–
JHGJanus Henderson Group Ltd.ORD SHS10,033$47.7 萬<0.1%+603+6.4%加碼歷史
STZConstellation Brands, Inc.Stock3,458$47.7 萬<0.1%−1,364−28.3%減碼歷史
BMOBank of MontrealCOM3,666$47.6 萬<0.1%+353+10.7%加碼歷史
MTGMgic Investment CorpCOM16,264$47.5 萬<0.1%+2,368+17.0%加碼歷史
MCOMoodys CorpStock927$47.3 萬<0.1%−32−3.3%減碼歷史
FISVFiserv IncStock6,988$46.9 萬<0.1%+3,222+85.6%加碼歷史
SYFSynchrony FinancialCOM5,618$46.9 萬<0.1%+231+4.3%加碼歷史
METMetlife IncStock5,908$46.6 萬<0.1%−729−11.0%減碼歷史
SPDR Series Trust78464A805ST STR PR SP15005,644$46.6 萬<0.1%−1,469−20.7%減碼–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD19,126$46.3 萬<0.1%+6,643+53.2%加碼–
SANBanco Santander, S.A.ADR39,375$46.2 萬<0.1%+1,440+3.8%加碼歷史
iShares Tr464288885EAFE GRWTH ETF4,040$46.0 萬<0.1%−1,214−23.1%減碼–
FDSFactset Research Systems IncStock1,579$45.8 萬<0.1%+1,421+899.4%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF7,942$45.7 萬<0.1%+310+4.1%加碼–
TOLToll Brothers, Inc.COM3,352$45.3 萬<0.1%−71−2.1%減碼歷史
OMCOmnicom Group Inc.COM5,610$45.3 萬<0.1%+3,668+188.9%加碼歷史
COKECoca-Cola Consolidated, Inc.COM2,955$45.3 萬<0.1%−8−0.3%減碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF6,892$45.1 萬<0.1%+6,892新進–
ODFLOld Dominion Freight Line, Inc.COM2,853$44.7 萬<0.1%+375+15.1%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR84,042$44.5 萬<0.1%+4,496+5.7%加碼歷史
WPMWheaton Precious Metals Corp.COM3,785$44.5 萬<0.1%+244+6.9%加碼歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$44.4 萬<0.1%00.0%不變–
ATIAti IncStock3,867$44.4 萬<0.1%+910+30.8%加碼歷史
WECWec Energy Group, Inc.Stock4,173$44.0 萬<0.1%+1,358+48.2%加碼歷史
FNFabrinetSHS964$43.9 萬<0.1%+240+33.1%加碼歷史
ORealty Income CorpREIT7,769$43.8 萬<0.1%−452−5.5%減碼歷史
HPEHewlett Packard Enterprise CoCOM18,143$43.6 萬<0.1%+2,214+13.9%加碼歷史
BABAAlibaba Group Holding LtdADR2,967$43.5 萬<0.1%+208+7.5%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF8,585$43.4 萬<0.1%+221+2.6%加碼–
HLIHoulihan Lokey, Inc.CL A2,478$43.2 萬<0.1%−49−1.9%減碼歷史
NSCNorfolk Southern CorpStock1,492$43.1 萬<0.1%−27−1.8%減碼歷史
SONYSony Group CorpSPONSORED ADR16,801$43.0 萬<0.1%+2,178+14.9%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$43.0 萬<0.1%00.0%不變歷史
OTISOtis Worldwide CorpStock4,906$42.9 萬<0.1%+18+0.4%加碼歷史
AXSAxis Capital Holdings LtdSHS3,988$42.7 萬<0.1%+876+28.1%加碼歷史
AFLAflac IncStock3,870$42.7 萬<0.1%−991−20.4%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,226$42.4 萬<0.1%−2−0.1%減碼–
BIIBBiogen Inc.COM2,398$42.2 萬<0.1%+151+6.7%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM1,061$42.2 萬<0.1%−69−6.1%減碼歷史
MTDMettler Toledo International IncCOM302$42.1 萬<0.1%+8+2.7%加碼歷史
SYYSysco CorpStock5,714$42.1 萬<0.1%+2,411+73.0%加碼歷史
AWIArmstrong World Industries IncCOM2,203$42.1 萬<0.1%+136+6.6%加碼歷史
ARMArm Holdings PLCADR3,851$42.1 萬<0.1%−5,658−59.5%減碼歷史
iShares Tr464288414NATIONAL MUN ETF3,929$42.1 萬<0.1%−3,572−47.6%減碼–
CMAComerica IncCOM4,831$42.0 萬<0.1%−322−6.2%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