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
DOVDOVER CorpCOM1,751$34.2 萬<0.1%−334−16.0%減碼歷史
PWRQuanta Services, Inc.COM807$34.1 萬<0.1%+142+21.4%加碼歷史
AYIAcuity Inc. (DE)Stock943$34.0 萬<0.1%−7−0.7%減碼歷史
RELXRELX PLCSPONSORED ADR8,383$33.9 萬<0.1%−2,344−21.9%減碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW118,109$33.8 萬<0.1%−468−5.5%減碼歷史
EGOEldorado Gold CorpCOM9,397$33.8 萬<0.1%−9−0.1%減碼歷史
ARESAres Management CorpCL A COM STK2,080$33.6 萬<0.1%−66−3.1%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,748$33.5 萬<0.1%+384+16.2%加碼–
Franklin Templeton ETF Tr35473P686FTSE TAIWAN5,486$33.4 萬<0.1%−10−0.2%減碼–
CARRCarrier Global CorpStock6,314$33.4 萬<0.1%+636+11.2%加碼歷史
ADMArcher-Daniels-Midland CoStock5,802$33.4 萬<0.1%−193−3.2%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,542$33.4 萬<0.1%+8+0.2%加碼–
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,845$33.1 萬<0.1%−25−0.4%減碼歷史
GGenpact LTDSHS7,072$33.1 萬<0.1%+2,244+46.5%加碼歷史
NTRSNorthern Trust CorpCOM2,405$32.9 萬<0.1%+1,023+74.0%加碼歷史
iShares Tr46436E221ESG AWR MSCI USA10,183$32.6 萬<0.1%+4,303+73.2%加碼–
MANHManhattan Associates IncStock1,871$32.4 萬<0.1%−687−26.9%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,292$32.3 萬<0.1%+369+40.0%加碼–
VLTOVeralto CorpStock3,237$32.3 萬<0.1%−329−9.2%減碼歷史
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX10,000$32.2 萬<0.1%−8,000−44.4%減碼–
DBDeutsche Bank AktiengesellschaftNAMEN AKT8,336$32.1 萬<0.1%+1,052+14.4%加碼歷史
PINSPinterest, Inc.CL A12,395$32.1 萬<0.1%−3,091−20.0%減碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,615$32.1 萬<0.1%+95+0.8%加碼–
DINOHF Sinclair CorpCOM6,954$32.0 萬<0.1%+302+4.5%加碼歷史
EBAYeBay IncCOM3,663$31.9 萬<0.1%−833−18.5%減碼歷史
SLBSLB LimitedStock8,298$31.8 萬<0.1%+955+13.0%加碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS1,708$31.8 萬<0.1%+1,171+218.1%加碼歷史
GLGlobe Life Inc.COM2,275$31.8 萬<0.1%−140−5.8%減碼歷史
TYLTyler Technologies IncCOM701$31.8 萬<0.1%+177+33.8%加碼歷史
FISFidelity National Information Services, Inc.Stock4,778$31.8 萬<0.1%+638+15.4%加碼歷史
EQTEQT CorpStock5,918$31.7 萬<0.1%+13+0.2%加碼歷史
iShares Inc464286517JP MORGAN EM ETF7,629$31.7 萬<0.1%+4,825+172.1%加碼–
SNPSSynopsys IncCOM673$31.6 萬<0.1%−193−22.3%減碼歷史
iShares Tr4642874407-10 YR TRSY BD3,286$31.6 萬<0.1%+1,967+149.1%加碼–
CCEPCoca-Cola Europacific Partners plcSHS3,465$31.4 萬<0.1%+74+2.2%加碼歷史
RGAReinsurance Group of America IncCOM NEW1,544$31.4 萬<0.1%+726+88.8%加碼歷史
COINCoinbase Global, Inc.COM CL A1,389$31.4 萬<0.1%−429−23.6%減碼歷史
LHLabcorp Holdings Inc.Stock1,248$31.3 萬<0.1%−135−9.8%減碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA9,941$31.3 萬<0.1%−1,359−12.0%減碼–
Nextplat Corp Com New68557F100Stock580,686$31.0 萬<0.1%00.0%不變–
ESEversource EnergyStock4,601$31.0 萬<0.1%−833−15.3%減碼歷史
WTWWillis Towers Watson PLCSHS935$30.7 萬<0.1%−61−6.1%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,827$30.7 萬<0.1%+595+48.3%加碼–
BFAMBright Horizons Family Solutions Inc.COM3,025$30.7 萬<0.1%+1,636+117.8%加碼歷史
FIVEFive Below, IncCOM1,625$30.6 萬<0.1%+795+95.8%加碼歷史
SFMSprouts Farmers Market, Inc.COM3,819$30.4 萬<0.1%+374+10.9%加碼歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF7,879$30.4 萬<0.1%−304−3.7%減碼–
BlackRock ETF Trust09290C780ISHA I IN TE ETF9,115$30.4 萬<0.1%+30.0%加碼–
SPDR Series Trust78468R721STATE STREET SPD6,636$30.3 萬<0.1%00.0%不變–
Strategy Shs86280R118EVENTIDE LARGE C12,133$30.3 萬<0.1%+12,133新進–
LPLALPL Financial Holdings Inc.COM847$30.3 萬<0.1%−150−15.0%減碼歷史
HPQHP IncStock13,581$30.3 萬<0.1%+3,448+34.0%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,746$30.3 萬<0.1%+1,144+71.4%加碼–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD9,027$30.2 萬<0.1%+9,027新進–
Global X FDS37954Y368S&P EX US ETF8,142$30.1 萬<0.1%−21−0.3%減碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE6,946$30.0 萬<0.1%−5,007−41.9%減碼–
DLRDigital Realty Trust, Inc.COM1,937$30.0 萬<0.1%−109−5.3%減碼歷史
KMXCarMax IncCOM7,734$29.9 萬<0.1%+2,876+59.2%加碼歷史
FLEXFlex Ltd.Stock4,905$29.6 萬<0.1%+45+0.9%加碼歷史
WSTWest Pharmaceutical Services IncCOM1,076$29.6 萬<0.1%+120+12.6%加碼歷史
LLoews CorpCOM2,804$29.5 萬<0.1%−174−5.8%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,151$29.5 萬<0.1%00.0%不變–
SFStifel Financial CorpCOM2,351$29.4 萬<0.1%+1,238+111.2%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF973$29.4 萬<0.1%+925+1,927.1%加碼–
EWBCEast West Bancorp IncCOM2,612$29.4 萬<0.1%+10+0.4%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 39,952$29.3 萬<0.1%−771−7.2%減碼歷史
EXLSExlService Holdings, Inc.COM6,907$29.3 萬<0.1%+880+14.6%加碼歷史
ALGNAlign Technology IncCOM1,871$29.2 萬<0.1%+1,115+147.5%加碼歷史
Strategy Shs86280R134EVENTIDE SMALL C11,270$29.2 萬<0.1%+11,270新進–
NINisource Inc.COM6,981$29.2 萬<0.1%+537+8.3%加碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR4,612$29.1 萬<0.1%+3,753+436.9%加碼–
INVHInvitation Homes Inc.COM10,471$29.1 萬<0.1%+6,103+139.7%加碼歷史
JJacobs Solutions Inc.COM2,186$29.0 萬<0.1%−297−12.0%減碼歷史
PEverpure, Inc.CL A4,317$28.9 萬<0.1%+531+14.0%加碼歷史
CAGConagra Brands Inc.Stock16,698$28.9 萬<0.1%−1,287−7.2%減碼歷史
JKHYJack Henry & Associates IncStock1,583$28.9 萬<0.1%+125+8.6%加碼歷史
First Tr Exchange-Traded FD336917109SHS6,502$28.8 萬<0.1%+100+1.6%加碼–
FLSFlowserve CorpCOM4,155$28.8 萬<0.1%−26−0.6%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF2,782$28.8 萬<0.1%+46+1.7%加碼–
RIORio Tinto PLCADR3,590$28.7 萬<0.1%+214+6.3%加碼歷史
GAPGap IncCOM11,192$28.7 萬<0.1%+2,069+22.7%加碼歷史
EDConsolidated Edison IncStock2,885$28.6 萬<0.1%−503−14.8%減碼歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA7,408$28.6 萬<0.1%+775+11.7%加碼–
EXEExpand Energy CorpCOM2,590$28.6 萬<0.1%+111+4.5%加碼歷史
NUENucor CorpCOM1,750$28.5 萬<0.1%+42+2.5%加碼歷史
CPRTCopart IncCOM7,252$28.4 萬<0.1%−1,332−15.5%減碼歷史
GPIGroup 1 Automotive IncCOM722$28.4 萬<0.1%−29−3.9%減碼歷史
CMSCMS Energy CorpCOM4,059$28.4 萬<0.1%−249−5.8%減碼歷史
FCFSFirstCash Holdings, Inc.COM1,775$28.3 萬<0.1%−6−0.3%減碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW5,733$28.1 萬<0.1%−31−0.5%減碼–
AUAngloGold Ashanti PLCCOM SHS3,290$28.1 萬<0.1%−238−6.7%減碼歷史
ITWIllinois Tool Works IncStock1,132$27.9 萬<0.1%−198−14.9%減碼歷史
PEGAPegasystems IncCOM4,668$27.9 萬<0.1%−130−2.7%減碼歷史
TFXTeleflex IncCOM2,284$27.9 萬<0.1%−252−9.9%減碼歷史
WDAYWorkday, Inc.CL A1,297$27.9 萬<0.1%−233−15.2%減碼歷史
ULUnilever PLCSPON ADR NEW4,255$27.8 萬<0.1%+4,255新進歷史
NVONovo Nordisk A SADR5,452$27.7 萬<0.1%+1,757+47.6%加碼歷史
STLDSteel Dynamics IncCOM1,636$27.7 萬<0.1%−44−2.6%減碼歷史
CINFCincinnati Financial CorpCOM1,697$27.7 萬<0.1%+212+14.3%加碼歷史
ZTSZoetis Inc.Stock2,202$27.7 萬<0.1%−1,005−31.3%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