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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/18 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
4,380
較 2025 年第 4 季 +114
總值
$32.7 億
較 2025 年第 4 季 +$5.59 億 (+20.6%)
申報日
2026/5/18
修正SEC
EverSource Wealth Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HCWCHost Digital Inc.CL A1$00.0%00.0%不變歷史
OPENLOpendoor Technologies Inc.*W EXP 11/20/2022$00.0%00.0%不變歷史
OPENZOpendoor Technologies Inc.*W EXP 11/20/2022$00.0%00.0%不變歷史
OPENWOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%00.0%不變歷史
Bed Bath & Beyond Inc075896159*W EXP 10/07/2021$1<0.1%00.0%不變–
HRZNHorizon Technology Finance CorpCOM0$2<0.1%0不變歷史
TXMDTherapeuticsMD, Inc.COM NEW1$2<0.1%00.0%不變歷史
ILAGIntelligent Living Application Group Inc.ORD SHS1$2<0.1%00.0%不變歷史
VENUVenu Holding CorpCOM1$3<0.1%−3,000−100.0%減碼歷史
WKHSWorkhorse Group Inc.COM NEW1$3<0.1%−1−50.0%減碼歷史
RILYBRC Group Holdings, Inc.COM1$4<0.1%00.0%不變歷史
SLSNSolesence, Inc.COM5$5<0.1%+5新進歷史
CVCapsoVision, IncCOM1$7<0.1%+1新進歷史
HFFGHF Foods Group Inc.COM4$7<0.1%−3−42.9%減碼歷史
QRHCQuest Resource Holding CorpCOM NEW7$8<0.1%−19−73.1%減碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH0$11<0.1%0不變–
OCSLOaktree Specialty Lending CorpCOM1$11<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q373BETABUILDERS I0$12<0.1%0不變–
GENVRGen Digital Inc.COM29$13<0.1%00.0%不變歷史
JBIOJade Biosciences, Inc.COM NEW1$14<0.1%−88−98.9%減碼歷史
CIACitizens, Inc.CL A3$15<0.1%00.0%不變歷史
MLPMaui Land & Pineapple Co IncCOM1$15<0.1%−1−50.0%減碼歷史
OPFIOppFi Inc.COM CL A2$15<0.1%00.0%不變歷史
PNBKPatriot National Bancorp IncCOM NEW12$15<0.1%+5+71.4%加碼歷史
PAAIParadium.AI, Inc.COM7$15<0.1%+7新進歷史
NVCTNuvectis Pharma, Inc.COM2$16<0.1%+2新進歷史
ACRACRES Commercial Realty Corp.COM NEW1$19<0.1%−3−75.0%減碼歷史
RCMTRCM Technologies, Inc.COM NEW1$19<0.1%+1新進歷史
RSVRReservoir Media, Inc.COM2$20<0.1%00.0%不變歷史
TLSITriSalus Life Sciences, Inc.COM5$20<0.1%+5新進歷史
FWRGFirst Watch Restaurant Group, Inc.COM2$21<0.1%−142−98.6%減碼歷史
GYREGyre Therapeutics, Inc.COM3$21<0.1%+3新進歷史
PLXProtalix BioTherapeutics, Inc.COM11$24<0.1%+11新進歷史
MBAIMBody AI Ltd.SHS15$24<0.1%00.0%不變歷史
BRBSBlue Ridge Bankshares, Inc.COM6$25<0.1%−8−57.1%減碼歷史
LBRXLB Pharmaceuticals IncCOM SHS1$25<0.1%+1新進歷史
J P Morgan Exchange Traded F46641Q241BETABUILDERS US1$26<0.1%00.0%不變–
CBKCommercial Bancgroup, Inc.COM1$26<0.1%+1新進歷史
MFINMedallion Financial CorpCOM3$26<0.1%+1+50.0%加碼歷史
SAFXXCF Global, Inc.COM CL A77$27<0.1%+64+492.3%加碼歷史
BEEPMobile Infrastructure CorpCOM SHS13$28<0.1%+13新進歷史
OPADOfferpad Solutions Inc.COM CL A43$28<0.1%00.0%不變歷史
SBCSBC Medical Group Holdings IncCOM7$29<0.1%+5+250.0%加碼歷史
SIShoulder Innovations, Inc.COMMON STOCK2$29<0.1%−5−71.4%減碼歷史
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$30<0.1%00.0%不變歷史
HTZWWHertz Global Holdings, IncCommon Stock13$30<0.1%00.0%不變歷史
CDRECadre Holdings, Inc.COM1$31<0.1%00.0%不變歷史
FINWFinwise BancorpCOM2$32<0.1%+2新進歷史
MREOMereo BioPharma Group plcSPON ADS100$33<0.1%−317−76.0%減碼歷史
DMACDiaMedica Therapeutics Inc.COM NEW5$34<0.1%+5新進歷史
XRXDWXerox Holdings Corp*W EXP 02/11/202369$34<0.1%+369新進歷史
NCMINational CineMedia, Inc.COM NEW12$37<0.1%+12新進歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU1$38<0.1%00.0%不變–
STLNStarling Oncology, Inc.COM13$40<0.1%+13新進歷史
CLLSCellectis S.A.SPON ADS13$41<0.1%−183−93.4%減碼歷史
X Finl Sponsored ADS98372W103ADR10$41<0.1%−480−98.0%減碼–
SBDSSolo Brands, Inc.COM CL A NEW11$41<0.1%−1−8.3%減碼歷史
RLGTRadiant Logistics, IncCOM6$42<0.1%+3+100.0%加碼歷史
VHIValhi IncCOM3$43<0.1%00.0%不變歷史
BAERBridger Aerospace Group Holdings, Inc.COM22$44<0.1%−121−84.6%減碼歷史
CPSSConsumer Portfolio Services, Inc.COM6$46<0.1%+5+500.0%加碼歷史
WHGWestwood Holdings Group IncCOM3$48<0.1%+2+200.0%加碼歷史
CHPTChargePoint Holdings, Inc.Stock10$49<0.1%00.0%不變歷史
ASPIASP Isotopes Inc.COM11$49<0.1%+11新進歷史
PDEXPro Dex IncCOM NEW1$49<0.1%00.0%不變歷史
FOAFinance of America Companies Inc.CL A NEW3$50<0.1%+3新進歷史
AMBQAmbiq Micro, Inc.COMMON STOCK2$51<0.1%+1+100.0%加碼歷史
RNAAtrium Therapeutics, Inc.COM4$53<0.1%+4新進歷史
VGASVerde Clean Fuels, Inc.CLASS A COM32$53<0.1%+26+433.3%加碼歷史
VRMVroom, Inc.COM NEW4$53<0.1%+2+100.0%加碼歷史
SIEBSiebert Financial CorpCOM28$54<0.1%+28新進歷史
BSETBassett Furniture Industries IncCOM4$57<0.1%+3+300.0%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM1$58<0.1%00.0%不變–
PSIXPower Solutions International, Inc.Stock1$61<0.1%00.0%不變歷史
UAMYUnited States Antimony CorpCOM7$61<0.1%+7新進歷史
ARLAmerican Realty Investors IncCOM4$62<0.1%00.0%不變歷史
LNZALanzaTech Global, Inc.COM NEW4$64<0.1%00.0%不變歷史
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS51$64<0.1%−58−53.2%減碼歷史
BTMDbiote Corp.CLASS A COM48$65<0.1%−1−2.0%減碼歷史
EZPZFranklin Crypto TrustETP4$65<0.1%00.0%不變歷史
EOLSEvolus, Inc.COM16$66<0.1%+16新進歷史
SVRASavara IncCOM12$66<0.1%+12新進歷史
MPTIM-tron Industries, Inc.COM1$67<0.1%00.0%不變歷史
SRBKSR Bancorp, Inc.COM4$68<0.1%00.0%不變歷史
ELMDElectromed, Inc.Stock3$69<0.1%+3新進歷史
NAUTNautilus Biotechnology, Inc.COM18$70<0.1%−31−63.3%減碼歷史
TCITranscontinental Realty Investors IncCOM NEW2$70<0.1%−1−33.3%減碼歷史
iShares Tr46432F859CORE 1 5 YR USD2$72<0.1%−198−99.0%減碼–
LARKLandmark Bancorp IncCOM3$74<0.1%00.0%不變歷史
LOVELovesac CoCOM5$74<0.1%+5新進歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW48$75<0.1%−110−69.6%減碼歷史
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$76<0.1%00.0%不變–
KGKestrel Group LtdCOM7$76<0.1%+7新進歷史
SKYHSky Harbour Group CorpCOM CL A8$76<0.1%+8新進歷史
STRTStrattec Security CorpCOM1$78<0.1%+1新進歷史
CLFDClearfield, Inc.COM3$79<0.1%+3新進歷史
MNTKMontauk Renewables, Inc.COM69$79<0.1%−54−43.9%減碼歷史
BTAIQBioXcel Therapeutics, Inc.COM NEW60$80<0.1%00.0%不變歷史
NIQNIQ Global Intelligence plcORDINARY SHARES7$80<0.1%−165−95.9%減碼歷史
Thrivent ETF Trust88588G109SMAL MID CAP ETF2$83<0.1%00.0%不變–

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 2026 年第 1 季的選擇權部位
證券類別賣權買權
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$351.2 萬
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$238.6 萬–
SPYSPDR S&P 500 ETF TrustETF$195.1 萬–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$143.1 萬–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$17.3 萬
Alphabet Inc CLL Opt 12/27 300.0 Cal7743339LFStock–$12.5 萬

2025 年第 4 季之後清倉（152 檔）

2025 年第 4 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 152 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Cyberark Software LtdM2682V108SHS3,292$146.8 萬0.1%–
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$104.5 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999929,347$89.6 萬<0.1%歷史
EXASExact Sciences CorpCOM5,158$52.4 萬<0.1%歷史
CMAComerica IncCOM4,831$42.0 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW7,789$39.0 萬<0.1%歷史
CFLTConfluent, Inc.CLASS A COM11,451$34.6 萬<0.1%歷史
DAYDayforce, Inc.COM3,266$22.6 萬<0.1%歷史
LGOLargo Inc.COMMON STOCK126,561$11.9 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM2,505$10.7 萬<0.1%歷史
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$9.07 萬<0.1%–
FYBRFrontier Communications Parent, Inc.COM2,359$8.98 萬<0.1%歷史
TELFYTelefonica S ASPONSORED ADR19,848$8.04 萬<0.1%歷史
HOUSAnywhere Real Estate Inc.COM5,210$7.38 萬<0.1%歷史
REVGREV Group, Inc.COM1,152$7.01 萬<0.1%歷史
CDTXCidara Therapeutics, Inc.COM314$6.94 萬<0.1%歷史
SGNSigning Day Sports, Inc.COM67,300$6.36 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM2,203$5.97 萬<0.1%歷史
MVTBlackRock Munivest Fund II, Inc.COM4,250$4.59 萬<0.1%歷史
TGNATegna IncCOM2,293$4.45 萬<0.1%歷史
THSTreeHouse Foods, Inc.COM1,831$4.32 萬<0.1%歷史
New Gold Inc Cda644535106COM4,666$4.06 萬<0.1%–
BLEBlackRock Municipal Income Trust IICOM3,354$3.50 萬<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$3.10 萬<0.1%–
HIHillenbrand, Inc.COM916$2.91 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM708$2.82 萬<0.1%歷史
NUVNuveen Municipal Value Fund IncCOM3,100$2.81 萬<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM1,337$2.76 萬<0.1%歷史
ZEUSOlympic Steel IncCOM641$2.74 萬<0.1%歷史
Sapiens Intl Corp N VG7T16G103SHS623$2.71 萬<0.1%–
MOFGMidWestOne Financial Group, Inc.COM645$2.48 萬<0.1%歷史
PIMCO ETF Tr72201R88225YR+ ZERO U S350$2.25 萬<0.1%–
NUWNuveen AMT-Free Municipal Value FundCOM1,500$2.15 萬<0.1%歷史
JAMFJamf Holding Corp.COM1,301$1.69 萬<0.1%歷史
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$1.59 萬<0.1%–
GESGuess IncCOM874$1.46 萬<0.1%歷史
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$1.45 萬<0.1%–
FRGEForge Global Holdings, Inc.Stock320$1.43 萬<0.1%歷史
ProShares Tr74350P675ULTRAPRO SHORT200$1.37 萬<0.1%–
Zeekr Intelligent Technology98923K103SPON ADS522$1.36 萬<0.1%–
EBEventbrite, Inc.COM CL A2,709$1.21 萬<0.1%歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$1.12 萬<0.1%–
Putnam ETF Trust746729300FOCUSED LAR CAP228$1.04 萬<0.1%–
Innovator ETFs Trust45784N452EQUITY DUAL NOV500$9,585<0.1%–
Avidity Biosciences, Inc.05370A108COM121$8,728<0.1%–
CIOCity Office REIT, Inc.COM1,248$8,725<0.1%歷史
MKZRMacKenzie Realty Capital, Inc.Stock2,144$8,721<0.1%歷史
BlackRock ETF Trust II092528843ISH HIG MUN ETF169$8,227<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF300$8,163<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS341$7,800<0.1%–
MBCNMiddlefield Banc CorpCOM NEW194$6,701<0.1%歷史
Investment Managers Ser Tr I46144X131TRADR 2X SHORT209$6,324<0.1%–
ProShares Tr74350P667ULTRASHRT S&P50092$6,301<0.1%–
AVDLAvadel Pharmaceuticals PLCStock259$5,581<0.1%歷史
Curevac N VN2451R105COM1,095$4,950<0.1%–
CLBTCellebrite DI Ltd.ORDINARY SHARES267$4,814<0.1%歷史
MRUSMerus N.V.COM53$4,770<0.1%歷史
RNWReNew Energy Global plcCL A SHS758$4,283<0.1%歷史
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR190$4,186<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US49$3,893<0.1%–
DENNDENNY'S CorpCOM558$3,470<0.1%歷史
YSGYatsen Holding LtdADS850$3,307<0.1%歷史
AFYAAfya LtdCL A COM190$2,928<0.1%歷史
HKDAMTD Digital Inc.SPONSORED ADS2,249$2,856<0.1%歷史
iShares Tr46438G505IBONDS OCT 2026109$2,785<0.1%–
VIOTViomi Technology Co., LtdSPONSORED ADS1,430$2,631<0.1%歷史
PTRNPattern Group Inc.COM SER A214$2,470<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM840$2,394<0.1%歷史
PLYMPlymouth Industrial REIT, Inc.COM88$1,926<0.1%歷史
SHCOSoho House & Co Inc.COM CL A182$1,631<0.1%歷史
iShares Tr464288752US HOME CONS ETF14$1,348<0.1%–
FUBOFuboTV Inc.COM525$1,323<0.1%歷史
FSFGFirst Savings Financial Group, Inc.COM40$1,275<0.1%歷史
Tidal ETF Tr886364306SOFI NEXT 50076$1,237<0.1%–
TRUETrueCar, Inc.COM538$1,216<0.1%歷史
CANGCango Inc.ORD CL A765$1,148<0.1%歷史
LYRALyra Therapeutics, Inc.COM NEW338$1,041<0.1%歷史
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH50$995<0.1%–
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$899<0.1%歷史
BFINBankFinancial CORPCOM71$852<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW55$846<0.1%歷史
FETHFidelity Ethereum FundSHS28$835<0.1%歷史
GLLProShares Trust IIULTRASHORT GOLD27$706<0.1%歷史
RAPTRAPT Therapeutics, Inc.COM NEW20$678<0.1%歷史
GNLXGENELUX CorpCOM150$654<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF8$646<0.1%–
SRADSportradar Group AGCLASS A ORD SHS26$618<0.1%歷史
SSTKShutterstock, Inc.COM27$516<0.1%歷史
TELOTelomir Pharmaceuticals, Inc.COM379$504<0.1%歷史
NVXNOVONIX LtdSPONSORED ADS469$474<0.1%歷史
SNCRSynchronoss Technologies IncCOM NEW51$437<0.1%歷史
ALARAlarum Technologies Ltd.ADR50$429<0.1%歷史
TUYATuya Inc.SPONSERED ADS202$426<0.1%歷史
ICGIntchains Group LtdADS REPSTG CL A226$405<0.1%歷史
IHiHuman Inc.ADS COMMON191$401<0.1%歷史
REIRing Energy, Inc.COM444$386<0.1%歷史
VTYXVentyx Biosciences, Inc.COM40$361<0.1%歷史
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR7$338<0.1%–
FORTYFormula Systems (1985) LtdSPONSORED ADS2$335<0.1%歷史
GOTUGaotu Techedu Inc.SPONSORED ADS140$325<0.1%歷史