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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
SOCSable Offshore Corp.COM SHS232$3,834<0.1%+134+136.7%加碼歷史
ZIPZiprecruiter, Inc.CL A2,086$3,838<0.1%+673+47.6%加碼歷史
AVXLAnavex Life Sciences Corp.COM NEW1,253$3,848<0.1%+1,253新進歷史
SPFISouth Plains Financial, Inc.COM92$3,854<0.1%−20−17.9%減碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD135$3,862<0.1%+2+1.5%加碼–
CBLLCeribell, Inc.COM211$3,866<0.1%+109+106.9%加碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS87$3,874<0.1%−68−43.9%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF41$3,878<0.1%−1,196−96.7%減碼–
CCOClear Channel Outdoor Holdings, Inc.COM1,641$3,889<0.1%+107+7.0%加碼歷史
FRHCFreedom Holding Corp.COM27$3,912<0.1%+2+8.0%加碼歷史
UTZUtz Brands, Inc.COM CL A495$3,919<0.1%+336+211.3%加碼歷史
PINEAlpine Income Property Trust, Inc.COM218$3,924<0.1%+63+40.6%加碼歷史
MITKMitek Systems IncCOM NEW291$3,929<0.1%+122+72.2%加碼歷史
SILASila Realty Trust, Inc.COMMON STOCK166$3,931<0.1%+150+937.5%加碼歷史
UISUnisys CorpCOM NEW1,901$3,934<0.1%+803+73.1%加碼歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT122$3,935<0.1%+100+454.5%加碼歷史
OLPXOlaplex Holdings, Inc.COM1,939$3,936<0.1%+1,342+224.8%加碼歷史
SITCSITE Centers Corp.COM730$3,942<0.1%+2+0.3%加碼歷史
ELVRElevra Lithium LtdSPONSORED ADS67$3,946<0.1%−25−27.2%減碼歷史
ORBSEightco Holdings Inc.COM4,244$3,956<0.1%+4,244新進歷史
DSGRDistribution Solutions Group, Inc.COM151$3,962<0.1%+50+49.5%加碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD61$3,965<0.1%+1+1.7%加碼–
ZNTLZentalis Pharmaceuticals, Inc.COM1,699$3,976<0.1%+55+3.3%加碼歷史
SYRESpyre Therapeutics, Inc.COM NEW79$3,984<0.1%+14+21.5%加碼歷史
CWHCamping World Holdings, Inc.CL A585$3,995<0.1%+562+2,443.5%加碼歷史
STGWStagwell IncCOM CL A638$4,013<0.1%−475−42.7%減碼歷史
ENVXEnovix CorpCOM777$4,026<0.1%+510+191.0%加碼歷史
OPKOpko Health, Inc.COM3,534$4,029<0.1%−2,091−37.2%減碼歷史
OMOutset Medical, Inc.COM NEW1,051$4,035<0.1%+801+320.4%加碼歷史
PANLPangaea Logistics Solutions Ltd.SHS574$4,064<0.1%−90−13.6%減碼歷史
KRTKarat Packaging Inc.COM146$4,076<0.1%+79+117.9%加碼歷史
ACHRArcher Aviation Inc.Stock790$4,085<0.1%+576+269.2%加碼歷史
FEDUFour Seasons Education (Cayman) Inc.ADR382$4,095<0.1%−1,267−76.8%減碼歷史
BKKTBakkt, Inc.COM CL A NEW558$4,107<0.1%+558新進歷史
iShares Tr46434V886HDG MSCI JAPAN73$4,108<0.1%+73新進–
SLPSimulations Plus, Inc.COM348$4,113<0.1%+279+404.3%加碼歷史
EGYVaalco Energy IncCOM NEW649$4,114<0.1%−14−2.1%減碼歷史
FRMIFermi Inc.COM706$4,124<0.1%−803−53.2%減碼歷史
LUNRIntuitive Machines, Inc.CLASS A COM223$4,140<0.1%+126+129.9%加碼歷史
ANGIAngi Inc.CL A NEW605$4,144<0.1%+571+1,679.4%加碼歷史
CLVTClarivate PLCORD SHS1,639$4,147<0.1%+1,184+260.2%加碼歷史
OPTUOptimum Communications, Inc.CL A3,208$4,170<0.1%+2,023+170.7%加碼歷史
WKWorkiva IncCOM CL A70$4,175<0.1%−866−92.5%減碼歷史
BTQBTQ Technologies Corp.COM1,575$4,205<0.1%00.0%不變歷史
QSIQuantum-Si IncCOM CL A5,455$4,222<0.1%+5,028+1,177.5%加碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF57$4,238<0.1%00.0%不變–
WSCWillScot Holdings CorpCOM CL A247$4,289<0.1%+80+47.9%加碼歷史
SAFESafehold Inc.COM317$4,289<0.1%−3−0.9%減碼歷史
Innovator ETFs Trust45784N528EQUITY DUAL DIRE200$4,290<0.1%00.0%不變–
KRROKorro Bio, Inc.COM379$4,291<0.1%+379新進歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT756$4,295<0.1%+51+7.2%加碼歷史
KLARKlarna Group plcStock329$4,307<0.1%+61+22.8%加碼歷史
FLNAFilana Therapeutics, Inc.COM2,559$4,324<0.1%−551−17.7%減碼歷史
LANDGladstone Land CorpCOM424$4,325<0.1%+213+100.9%加碼歷史
ABSIAbsci CorpCOM1,449$4,347<0.1%+1,245+610.3%加碼歷史
Elevation Series Trust210322731OPAL DIVID INCOM117$4,356<0.1%00.0%不變–
LIONLionsgate Studios Corp.COM455$4,364<0.1%+68+17.6%加碼歷史
NEONeogenomics IncCOM NEW592$4,392<0.1%+266+81.6%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST41$4,393<0.1%+41新進–
RDWRedwire CorpStock517$4,396<0.1%+506+4,600.0%加碼歷史
LQDTLiquidity Services IncCOM144$4,402<0.1%−1−0.7%減碼歷史
APPSDigital Turbine, Inc.COM NEW1,537$4,426<0.1%−541−26.0%減碼歷史
LPROOpen Lending CorpCOM3,547$4,434<0.1%−84−2.3%減碼歷史
SVVSavers Value Village, Inc.COM596$4,434<0.1%+185+45.0%加碼歷史
HOVHovnanian Enterprises IncCL A NEW40$4,437<0.1%+2+5.3%加碼歷史
IMXIInternational Money Express, Inc.COM281$4,440<0.1%+226+410.9%加碼歷史
BTBTBit Digital, IncSHS3,404$4,460<0.1%+3,404新進歷史
CALCaleres IncCOM424$4,470<0.1%+118+38.6%加碼歷史
HLITHarmonic Inc.COM498$4,472<0.1%−658−56.9%減碼歷史
XENEXenon Pharmaceuticals Inc.COM77$4,478<0.1%−135−63.7%減碼歷史
AIOTPowerfleet, Inc.COM1,455$4,481<0.1%+859+144.1%加碼歷史
IPIIntrepid Potash, Inc.COM105$4,490<0.1%−73−41.0%減碼歷史
INBKFirst Internet BancorpCOM222$4,523<0.1%+38+20.7%加碼歷史
IDYAIDEAYA Biosciences, Inc.COM136$4,531<0.1%−140−50.7%減碼歷史
AIRSAirsculpt Technologies, Inc.COM1,601$4,531<0.1%+905+130.0%加碼歷史
BBBLACKBERRY LtdCOM1,401$4,540<0.1%+487+53.3%加碼歷史
IRONDisc Medicine, Inc.COM71$4,540<0.1%+4+6.0%加碼歷史
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF97$4,582<0.1%+97新進–
IHRTiHeartMedia, Inc.COM CL A1,571$4,587<0.1%−57−3.5%減碼歷史
WGOWinnebago Industries IncCOM148$4,587<0.1%+70+89.7%加碼歷史
LXEOLexeo Therapeutics, Inc.COM801$4,599<0.1%+70+9.6%加碼歷史
RAPPRapport Therapeutics, Inc.COM147$4,599<0.1%+32+27.8%加碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A59$4,608<0.1%+36+156.5%加碼歷史
NFENew Fortress Energy Inc.COM CL A7,848$4,630<0.1%+7,714+5,756.7%加碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4,638<0.1%00.0%不變–
GHMGraham CorpCOM59$4,657<0.1%+6+11.3%加碼歷史
IMKTAIngles Markets IncCL A52$4,674<0.1%+11+26.8%加碼歷史
NKTXNkarta, Inc.COM2,217$4,677<0.1%+755+51.6%加碼歷史
HYHyster-Yale, Inc.CL A144$4,681<0.1%+75+108.7%加碼歷史
KSSKOHLS CorpStock363$4,684<0.1%−423−53.8%減碼歷史
ANIPAni Pharmaceuticals IncCOM61$4,692<0.1%00.0%不變歷史
BLBlackline, Inc.COM127$4,699<0.1%+39+44.3%加碼歷史
WINAWinmark CorpCOM11$4,704<0.1%+1+10.0%加碼歷史
UAAUnder Armour, Inc.Stock799$4,721<0.1%+701+715.3%加碼歷史
COE51Talk Online Education GroupSPONSORED ADR238$4,739<0.1%−84−26.1%減碼歷史
Smart SH Global Ltd ADS83193E102ADR4,207$4,754<0.1%+4,207新進–
TBCHTurtle Beach CorpCOM NEW469$4,756<0.1%−30−6.0%減碼歷史
BXCBlueLinx Holdings Inc.COM NEW88$4,767<0.1%+3+3.5%加碼歷史
ROADConstruction Partners, Inc.COM CL A43$4,778<0.1%+4+10.3%加碼歷史
WNEBWestern New England Bancorp, Inc.COM371$4,797<0.1%+1+0.3%加碼歷史

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 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