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

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
FVRFrontView REIT, Inc.COM198$3,064<0.1%+30+17.9%加碼歷史
BZHBeazer Homes USA IncCOM NEW161$3,097<0.1%−51−24.1%減碼歷史
XPERXperi Inc.COMMON STOCK553$3,098<0.1%+275+98.9%加碼歷史
HOFTHooker Furnishings CorpCOM241$3,104<0.1%−7−2.8%減碼歷史
AMALAmalgamated Financial Corp.COM80$3,111<0.1%+49+158.1%加碼歷史
SVCOSilvaco Group, Inc.COM440$3,115<0.1%+300+214.3%加碼歷史
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR100$3,128<0.1%00.0%不變–
FULCFulcrum Therapeutics, Inc.COM409$3,137<0.1%+202+97.6%加碼歷史
NAGENiagen Bioscience, Inc.COM NEW713$3,144<0.1%+345+93.8%加碼歷史
AIRIAir Industries GroupCOM NEW977$3,156<0.1%00.0%不變歷史
CNDTCONDUENT IncCOM2,470$3,162<0.1%+1,078+77.4%加碼歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3,169<0.1%00.0%不變–
BLNDBlend Labs, Inc.CL A1,867$3,174<0.1%+1,208+183.3%加碼歷史
RBCAARepublic Bancorp IncCL A45$3,174<0.1%−3−6.3%減碼歷史
CPSCooper-Standard Holdings Inc.COM114$3,176<0.1%−18−13.6%減碼歷史
ATKRAtkore Inc.COM54$3,180<0.1%−4−6.9%減碼歷史
FTKFlotek Industries IncCOM NEW188$3,190<0.1%−450−70.5%減碼歷史
FIGRFigure Technology Solutions, Inc.Stock94$3,192<0.1%+94新進歷史
IDTIdt CorpCL B NEW65$3,192<0.1%+55+550.0%加碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$3,193<0.1%00.0%不變–
MTWManitowoc Co IncCOM NEW276$3,216<0.1%+27+10.8%加碼歷史
HDSNHudson Technologies IncCOM554$3,257<0.1%−35−5.9%減碼歷史
CNTBConnect Biopharma Holdings LtdADS1,247$3,267<0.1%−41−3.2%減碼歷史
SUNCSunocoCorp LLCCOM SHS LLC53$3,268<0.1%+53新進歷史
FCFranklin Covey CoCOM207$3,268<0.1%+207新進歷史
FAFirst Advantage CorpCOM278$3,269<0.1%+164+143.9%加碼歷史
LINDLindblad Expeditions Holdings, Inc.Stock189$3,271<0.1%−48−20.3%減碼歷史
SHAKShake Shack Inc.CL A37$3,273<0.1%+26+236.4%加碼歷史
ANNXAnnexon, Inc.COM591$3,274<0.1%+52+9.6%加碼歷史
SVCService Properties TrustCOM SH BEN INT2,417$3,275<0.1%+2,003+483.8%加碼歷史
UFPTUfp Technologies IncCOM17$3,291<0.1%−1−5.6%減碼歷史
GNKGenco Shipping & Trading LtdSHS146$3,292<0.1%−29−16.6%減碼歷史
RGENRepligen CorpCOM28$3,298<0.1%+2+7.7%加碼歷史
RCReady Capital CorpCOM2,039$3,305<0.1%+1,623+390.1%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF40$3,307<0.1%+17+73.9%加碼–
MOVMovado Group IncCOM136$3,322<0.1%+39+40.2%加碼歷史
CLMTCalumet, Inc.COM93$3,339<0.1%+11+13.4%加碼歷史
IVAInventiva S.A.ADS604$3,352<0.1%+604新進歷史
TTAMTitan America SAStock225$3,370<0.1%+30+15.4%加碼歷史
JBSJBS N.V.ADR188$3,377<0.1%+30+19.0%加碼歷史
AVNWAviat Networks, Inc.COM NEW150$3,392<0.1%+17+12.8%加碼歷史
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS102$3,401<0.1%00.0%不變歷史
TFINTriumph Financial, Inc.COM57$3,401<0.1%−201−77.9%減碼歷史
GDYNGrid Dynamics Holdings, Inc.CL A598$3,408<0.1%+598新進歷史
RHLDResolute Holdings Management, Inc.COM21$3,408<0.1%+1+5.0%加碼歷史
BLDPBallard Power Systems Inc.COM1,418$3,433<0.1%+476+50.5%加碼歷史
TSSITSS, Inc.COM264$3,434<0.1%+264新進歷史
EVEXEve Holding, Inc.COM1,386$3,436<0.1%+612+79.1%加碼歷史
RPDRapid7, Inc.COM625$3,443<0.1%+87+16.2%加碼歷史
BKSYBlackSky Technology Inc.CL A NEW137$3,447<0.1%+72+110.8%加碼歷史
Alps ETF Tr00162Q726BARRONS 400 ETF42$3,447<0.1%00.0%不變–
CMDBCostamare Bulkers Holdings LtdCOM SHS223$3,450<0.1%+96+75.6%加碼歷史
LCUTLifetime Brands, IncCOM602$3,456<0.1%+15+2.6%加碼歷史
ZLABZai Lab LtdADR184$3,459<0.1%−19−9.4%減碼歷史
OOMAOoma IncCOM238$3,462<0.1%+183+332.7%加碼歷史
BZAIBlaize Holdings, Inc.COM1,904$3,465<0.1%+1,766+1,279.7%加碼歷史
iShares Tr464288687PFD AND INCM SEC114$3,466<0.1%+36+46.2%加碼–
PCTPureCycle Technologies, Inc.COM668$3,467<0.1%+607+995.1%加碼歷史
VIAVia Transportation, Inc.COM CL A232$3,480<0.1%+232新進歷史
HSTMHealthstream IncCOM169$3,501<0.1%+143+550.0%加碼歷史
TIPTTiptree Inc.COM207$3,501<0.1%−105−33.7%減碼歷史
NNOXNano-X Imaging Ltd.ORD SHS1,544$3,504<0.1%+1,458+1,695.3%加碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$3,510<0.1%00.0%不變–
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,516<0.1%00.0%不變–
CRNXCrinetics Pharmaceuticals, Inc.COM97$3,524<0.1%−13−11.8%減碼歷史
BBSIBarrett Business Services IncCOM121$3,530<0.1%+118+3,933.3%加碼歷史
EVGOEVgo Inc.CL A COM2,058$3,539<0.1%+1,388+207.2%加碼歷史
DHYUBS Asset Management High Yield Credit FundSH BEN INT1,866$3,546<0.1%+933+100.0%加碼歷史
ESQEsquire Financial Holdings, Inc.COM33$3,548<0.1%00.0%不變歷史
RBBRBB BancorpCOM167$3,568<0.1%−23−12.1%減碼歷史
LZMLifezone Metals LtdORD SHS1,064$3,574<0.1%+42+4.1%加碼歷史
IBRXImmunityBio, Inc.COM467$3,582<0.1%−348−42.7%減碼歷史
AMCXAMC Global Media Inc.CL A529$3,591<0.1%+228+75.7%加碼歷史
iShares Tr46435G334MSCI UK ETF NEW79$3,599<0.1%00.0%不變–
ADCTADC Therapeutics SASHS966$3,624<0.1%+8+0.8%加碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF72$3,626<0.1%−6,771−98.9%減碼–
BHBiglari Holdings Inc.COM STK CL B11$3,626<0.1%00.0%不變歷史
TASKTaskUs, Inc.CLASS A COM542$3,636<0.1%+359+196.2%加碼歷史
JELDJELD-WEN Holding, Inc.COM2,941$3,647<0.1%+1,766+150.3%加碼歷史
BFSTBusiness First Bancshares, Inc.COM135$3,650<0.1%−6−4.3%減碼歷史
YEXTYext, Inc.COM956$3,671<0.1%−303−24.1%減碼歷史
KCKingsoft Cloud Holdings LtdADS275$3,674<0.1%+37+15.5%加碼歷史
PACBPacific Biosciences of California, Inc.COM2,785$3,677<0.1%+2,785新進歷史
EFCEllington Financial Inc.COM311$3,686<0.1%−308−49.8%減碼歷史
LTMLatam Airlines Group S.A.SPONSORED ADR75$3,707<0.1%+49+188.5%加碼歷史
IIPRInnovative Industrial Properties IncCOM74$3,711<0.1%+56+311.1%加碼歷史
SLDBSolid Biosciences Inc.COM517$3,722<0.1%−16−3.0%減碼歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X84$3,729<0.1%00.0%不變–
RGPResources Connection, Inc.COM1,003$3,742<0.1%+227+29.3%加碼歷史
CDZICadiz IncCOM NEW763$3,745<0.1%+684+865.8%加碼歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW513$3,751<0.1%+4+0.8%加碼歷史
Matthews Asia FDS577125818EMER MKTS EQUITY101$3,751<0.1%00.0%不變–
PUBMPubMatic, Inc.COM CL A460$3,763<0.1%+307+200.7%加碼歷史
ORICOric Pharmaceuticals, Inc.COM298$3,776<0.1%+6+2.1%加碼歷史
VERXVertex, Inc.Stock318$3,780<0.1%+48+17.8%加碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3,789<0.1%00.0%不變–
RDWRRadware LtdORD144$3,791<0.1%+30+26.3%加碼歷史
GCOGenesco IncCOM131$3,798<0.1%+73+125.9%加碼歷史
Innovator ETFs Trust45783Y889US EQT ACLRTD 9100$3,802<0.1%00.0%不變–
Tidal ETF Tr886364280SOFI ENHANCED YL248$3,819<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