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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
LDOSLeidos Holdings, Inc.COM1,533$27.7 萬<0.1%−76−4.7%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,238$27.7 萬<0.1%+394+46.7%加碼歷史
OHIOmega Healthcare Investors IncCOM6,235$27.6 萬<0.1%+692+12.5%加碼歷史
GDDYGoDaddy Inc.CL A2,214$27.5 萬<0.1%+1,497+208.8%加碼歷史
LADLithia Motors IncCOM826$27.4 萬<0.1%−121−12.8%減碼歷史
TTWOTake Two Interactive Software IncCOM1,071$27.4 萬<0.1%+524+95.8%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF5,902$27.4 萬<0.1%00.0%不變–
RACEFerrari N.V.COM741$27.4 萬<0.1%+5+0.7%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,324$27.4 萬<0.1%−32−1.4%減碼–
TWTradeweb Markets Inc.Stock2,540$27.3 萬<0.1%+2,101+478.6%加碼歷史
CBOECboe Global Markets, Inc.COM1,088$27.3 萬<0.1%+177+19.4%加碼歷史
EEni SpASPONSORED ADR7,191$27.3 萬<0.1%−75−1.0%減碼歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,490$27.1 萬<0.1%−5−0.2%減碼–
WWDWoodward, Inc.COM893$27.0 萬<0.1%+165+22.7%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE3,463$26.8 萬<0.1%−224−6.1%減碼歷史
MTBM&T Bank CorpCOM1,329$26.8 萬<0.1%−53−3.8%減碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF5,705$26.7 萬<0.1%−1,842−24.4%減碼–
WCCWesco International IncCOM1,089$26.6 萬<0.1%+148+15.7%加碼歷史
BURLBurlington Stores, Inc.COM921$26.6 萬<0.1%+198+27.4%加碼歷史
MTZMastec IncCOM1,223$26.6 萬<0.1%−25−2.0%減碼歷史
PRIMPrimoris Services CorpStock2,139$26.5 萬<0.1%+177+9.0%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR16,007$26.4 萬<0.1%−2,341−12.8%減碼歷史
YUMYum Brands IncStock1,742$26.4 萬<0.1%+9+0.5%加碼歷史
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION6,820$26.1 萬<0.1%+6,820新進–
SCIService Corp InternationalCOM3,334$26.0 萬<0.1%+844+33.9%加碼歷史
VRSKVerisk Analytics, Inc.COM1,160$26.0 萬<0.1%−507−30.4%減碼歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL7,069$25.9 萬<0.1%+118+1.7%加碼–
EATBrinker International, IncStock1,804$25.9 萬<0.1%+572+46.4%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF2,272$25.8 萬<0.1%+440+24.0%加碼–
PIMCO ETF Tr72201R817INV GRD CRP BD2,628$25.7 萬<0.1%−484−15.6%減碼–
GEHCGE HealthCare Technologies Inc.Stock3,119$25.6 萬<0.1%+221+7.6%加碼歷史
BLTEBelite Bio, IncSPONSORED ADS1,598$25.6 萬<0.1%−108−6.3%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR34,881$25.5 萬<0.1%+1,713+5.2%加碼歷史
GWWW.W. Grainger, Inc.Stock253$25.5 萬<0.1%−17−6.3%減碼歷史
DECKDeckers Outdoor CorpCOM2,448$25.4 萬<0.1%+715+41.3%加碼歷史
OSKOshkosh CorpCOM2,020$25.4 萬<0.1%−99−4.7%減碼歷史
TDYTeledyne Technologies IncCOM496$25.3 萬<0.1%−53−9.7%減碼歷史
EXCExelon CorpStock5,810$25.3 萬<0.1%−621−9.7%減碼歷史
ATOAtmos Energy CorpCOM1,502$25.2 萬<0.1%+175+13.2%加碼歷史
ESIElement Solutions IncCOM10,065$25.2 萬<0.1%+140+1.4%加碼歷史
GROBrazil Potash Corp.COMMON SHARES132,902$25.1 萬<0.1%+50,000+60.3%加碼歷史
AMCRAmcor plcCOM NEW29,973$25.0 萬<0.1%+29,973新進歷史
AEMAgnico Eagle Mines LtdStock1,463$24.8 萬<0.1%+412+39.2%加碼歷史
AXTAAxalta Coating Systems Ltd.COM7,673$24.8 萬<0.1%+1,730+29.1%加碼歷史
IEXIdex CorpCOM1,390$24.7 萬<0.1%+122+9.6%加碼歷史
HUBSHubSpot IncCOM616$24.7 萬<0.1%−73−10.6%減碼歷史
CHDChurch & Dwight Co IncCOM2,937$24.6 萬<0.1%−1,920−39.5%減碼歷史
MOSMosaic CoCOM10,223$24.6 萬<0.1%−7,412−42.0%減碼歷史
PBProsperity Bancshares IncCOM3,561$24.6 萬<0.1%+391+12.3%加碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$24.6 萬<0.1%00.0%不變–
JEFJefferies Financial Group Inc.COM3,963$24.6 萬<0.1%+3,147+385.7%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF5,298$24.5 萬<0.1%+2,104+65.9%加碼–
OKEONEOK IncCOM3,331$24.5 萬<0.1%−201−5.7%減碼歷史
AAAlcoa CorpStock4,597$24.4 萬<0.1%+2,433+112.4%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,622$24.4 萬<0.1%−1,344−33.9%減碼–
GVAGranite Construction IncCOM2,105$24.3 萬<0.1%−153−6.8%減碼歷史
FRFirst Industrial Realty Trust IncCOM4,230$24.2 萬<0.1%−86−2.0%減碼歷史
SUPNSupernus Pharmaceuticals, Inc.COM4,852$24.1 萬<0.1%+3,435+242.4%加碼歷史
American Centy ETF Tr025072232AVANTIS ALL EQT2,805$24.1 萬<0.1%+128+4.8%加碼–
CTSHCognizant Technology Solutions CorpCL A2,898$24.1 萬<0.1%−535−15.6%減碼歷史
PFGPrincipal Financial Group IncCOM2,724$24.0 萬<0.1%+295+12.1%加碼歷史
FFord Motor CoStock18,203$23.9 萬<0.1%+322+1.8%加碼歷史
HUMHumana IncStock930$23.8 萬<0.1%−633−40.5%減碼歷史
iShares Flexible Income Active ETF092528603ETF4,489$23.7 萬<0.1%−219−4.7%減碼–
FTAIFTAI Aviation Ltd.SHS1,202$23.7 萬<0.1%−9−0.7%減碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,783$23.6 萬<0.1%00.0%不變–
NWGNatWest Group plcSPONS ADR13,453$23.5 萬<0.1%−1,160−7.9%減碼歷史
ASHAshland Inc.COM4,000$23.5 萬<0.1%−1,223−23.4%減碼歷史
MCHPMicrochip Technology IncStock3,679$23.4 萬<0.1%+782+27.0%加碼歷史
TXRHTexas Roadhouse, Inc.COM1,411$23.4 萬<0.1%−396−21.9%減碼歷史
RBB Fund Trust75526L860TWEEDY BROWNE18,145$23.4 萬<0.1%+18,145新進–
FRTFederal Realty Investment TrustSH BEN INT NEW2,320$23.4 萬<0.1%+1,272+121.4%加碼歷史
NNNNNN REIT, Inc.REIT5,886$23.3 萬<0.1%−996−14.5%減碼歷史
SWSmurfit Westrock plcStock6,030$23.3 萬<0.1%+205+3.5%加碼歷史
TRPTC Energy CorpCOM4,223$23.2 萬<0.1%+232+5.8%加碼歷史
HEIHeico CorpCOM717$23.2 萬<0.1%+140+24.3%加碼歷史
SITESiteOne Landscape Supply, Inc.COM1,864$23.2 萬<0.1%+426+29.6%加碼歷史
IMOImperial Oil LtdCOM NEW2,683$23.2 萬<0.1%+84+3.2%加碼歷史
HUBBHubbell IncCOM519$23.1 萬<0.1%−13−2.4%減碼歷史
CMCanadian Imperial Bank of CommerceCOM2,527$22.9 萬<0.1%+565+28.8%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH4,979$22.9 萬<0.1%+2,097+72.8%加碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 503,848$22.8 萬<0.1%−59−1.5%減碼–
TNGXTango Therapeutics, Inc.COM25,646$22.7 萬<0.1%−1,007−3.8%減碼歷史
YOUClear Secure, Inc.COM CL A6,463$22.7 萬<0.1%+916+16.5%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,073$22.7 萬<0.1%−77−6.7%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,460$22.6 萬<0.1%+13+0.9%加碼–
CTVACorteva, Inc.Stock3,371$22.6 萬<0.1%+24+0.7%加碼歷史
DAYDayforce, Inc.COM3,266$22.6 萬<0.1%+2,836+659.5%加碼歷史
GTLBGitlab Inc.CLASS A COM6,018$22.6 萬<0.1%+5,840+3,280.9%加碼歷史
ARWArrow Electronics, Inc.COM2,047$22.6 萬<0.1%−1,479−41.9%減碼歷史
ETHAiShares Ethereum Trust ETFSHS10,035$22.5 萬<0.1%+6,174+159.9%加碼歷史
CNPCenterpoint Energy IncCOM5,864$22.5 萬<0.1%−282−4.6%減碼歷史
TSCOTractor Supply CoCOM4,483$22.4 萬<0.1%−3,487−43.8%減碼歷史
SESea LtdSPONSORD ADS1,742$22.2 萬<0.1%−93−5.1%減碼歷史
PEGPublic Service Enterprise Group IncCOM2,767$22.2 萬<0.1%−417−13.1%減碼歷史
ONOn Semiconductor CorpStock4,094$22.2 萬<0.1%+220+5.7%加碼歷史
LENLennar CorpCL A2,155$22.2 萬<0.1%−522−19.5%減碼歷史
iShares Russell Top 200 Growth ETF464289438ETF799$22.1 萬<0.1%+754+1,675.6%加碼–
NMRNomura Holdings IncSPONSORED ADR26,321$22.1 萬<0.1%+531+2.1%加碼歷史
iShares Core S&P US Value ETF464287663ETF2,151$22.1 萬<0.1%+1,184+122.4%加碼–

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