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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
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,799<0.1%00.0%不變–
Pgim ETF Tr69344A800TOTA RETU BD ETF116$4,815<0.1%+116新進–
SOUNSoundhound AI, Inc.CLASS A COM703$4,829<0.1%−24−3.3%減碼歷史
HLMNHillman Solutions Corp.COM585$4,867<0.1%+108+22.6%加碼歷史
OMCLOmnicell, Inc.COM146$4,874<0.1%−138−48.6%減碼歷史
REPLReplimune Group, Inc.COM639$4,887<0.1%+539+539.0%加碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$4,893<0.1%00.0%不變–
BORRBorr Drilling LtdSHS849$4,898<0.1%+116+15.8%加碼歷史
TYRATyra Biosciences, Inc.COM128$4,903<0.1%+86+204.8%加碼歷史
REREATRenew Inc.SPONSORED ADS1,046$4,906<0.1%−40−3.7%減碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT280$4,911<0.1%−43−13.3%減碼–
DNLIDenali Therapeutics Inc.COM256$4,913<0.1%+49+23.7%加碼歷史
FRSTPrimis Financial Corp.COM370$4,913<0.1%+31+9.1%加碼歷史
TICTIC Solutions, Inc.COM748$4,922<0.1%+748新進歷史
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK122$4,941<0.1%00.0%不變–
CXWCoreCivic, Inc.COM262$4,955<0.1%+77+41.6%加碼歷史
Fidelity Covington Trust316092527SML MID MLTFCT111$4,965<0.1%−676−85.9%減碼–
ASPNAspen Aerogels IncCOM1,464$5,008<0.1%+1,464新進歷史
MLCOMelco Resorts & Entertainment LTDADR882$5,010<0.1%+463+110.5%加碼歷史
RDNTRadNet, Inc.COM90$5,030<0.1%+14+18.4%加碼歷史
JHXJames Hardie Industries plcStock266$5,037<0.1%−80−23.1%減碼歷史
AMSCAmerican Superconductor CorpStock149$5,044<0.1%+25+20.2%加碼歷史
CTSCTS CorpCOM106$5,063<0.1%+3+2.9%加碼歷史
GEOGeo Group IncCOM303$5,094<0.1%−87−22.3%減碼歷史
RXTRackspace Technology, Inc.COM5,204$5,100<0.1%+4,557+704.3%加碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK239$5,125<0.1%−160−40.1%減碼歷史
EDITEditas Medicine, Inc.COM2,080$5,138<0.1%+1,654+388.3%加碼歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW536$5,140<0.1%−250−31.8%減碼歷史
PLPCPreformed Line Products CoCOM19$5,145<0.1%+1+5.6%加碼歷史
HCMHUTCHMED (China) LtdSPONSORED ADS344$5,146<0.1%+103+42.7%加碼歷史
VECOVeeco Instruments IncCOM152$5,147<0.1%00.0%不變歷史
TNXPTonix Pharmaceuticals Holding Corp.COM NEW376$5,169<0.1%+375+37,500.0%加碼歷史
BILLBILL Holdings, Inc.Stock135$5,170<0.1%+47+53.4%加碼歷史
ENREnergizer Holdings, Inc.COM315$5,171<0.1%+58+22.6%加碼歷史
Sprott FDS Tr85208P881COPPER MINER ETF145$5,179<0.1%+145新進–
BWBabcock & Wilcox Enterprises, Inc.COM354$5,200<0.1%+354新進歷史
RDVTRed Violet, Inc.COM151$5,224<0.1%−317−67.7%減碼歷史
ARDTArdent Health, Inc.COM611$5,230<0.1%+342+127.1%加碼歷史
LXULSB Industries, Inc.COM351$5,231<0.1%+24+7.3%加碼歷史
SAHSonic Automotive IncCL A77$5,280<0.1%−18−18.9%減碼歷史
iShares Tr464288802ESG OPTIMIZED40$5,284<0.1%+40新進–
Fidelity MSCI Information Technology Index ETF316092808ETF25$5,285<0.1%−5−16.7%減碼–
SFSTSouthern First Bancshares IncCOM97$5,288<0.1%+5+5.4%加碼歷史
QUADQuad/Graphics, Inc.COM CL A800$5,289<0.1%+20+2.6%加碼歷史
BLZEBackblaze, Inc.COM CL A1,536$5,300<0.1%+1,298+545.4%加碼歷史
TRDAEntrada Therapeutics, Inc.COM420$5,301<0.1%+44+11.7%加碼歷史
AMRCAmeresco, Inc.CL A208$5,305<0.1%+5+2.5%加碼歷史
ATRCAtriCure, Inc.COM186$5,306<0.1%+154+481.3%加碼歷史
MLYSMineralys Therapeutics, Inc.COM196$5,309<0.1%+42+27.3%加碼歷史
SPDR Index Shs FDS78463X871ST INTL CAP ETF126$5,321<0.1%+126新進–
TLSTelos CorpCOM1,275$5,343<0.1%+844+195.8%加碼歷史
AMNAmn Healthcare Services IncCOM292$5,356<0.1%+152+108.6%加碼歷史
GPGIGPGI, Inc.COM CL A317$5,421<0.1%−216−40.5%減碼歷史
ATENA10 Networks, Inc.Stock235$5,433<0.1%+48+25.7%加碼歷史
AMRNAmarin Corp PLCSPONSORED ADR376$5,437<0.1%+376新進歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$5,439<0.1%00.0%不變–
ANIKAnika Therapeutics, Inc.COM376$5,454<0.1%+208+123.8%加碼歷史
ZYMEZymeworks Inc.COM218$5,457<0.1%+36+19.8%加碼歷史
TTGTTechTarget, Inc.COM NEW1,407$5,458<0.1%+900+177.5%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$5,501<0.1%00.0%不變–
PSFEPaysafe LtdSHS808$5,502<0.1%−739−47.8%減碼歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW5,615$5,503<0.1%+5,562+10,494.3%加碼歷史
EWTXEdgewise Therapeutics, Inc.COM175$5,514<0.1%+19+12.2%加碼歷史
IMCRImmunocore Holdings plcADS183$5,517<0.1%+183新進歷史
DINDine Brands Global, Inc.COM211$5,537<0.1%−18−7.9%減碼歷史
DFINDonnelley Financial Solutions, Inc.COM118$5,563<0.1%+95+413.0%加碼歷史
USNAUsana Health Sciences IncCOM319$5,572<0.1%−21−6.2%減碼歷史
DFTXDefinium Therapeutics, Inc.COM SHS295$5,577<0.1%+41+16.1%加碼歷史
Fidelity Covington Trust316092162DISRU COMMU ETF130$5,596<0.1%00.0%不變–
MSGEMadison Square Garden Entertainment Corp.COM CL A95$5,597<0.1%−79−45.4%減碼歷史
VZLAVizsla Silver Corp.COM NEW1,700$5,610<0.1%+1,700新進歷史
OFLXOmega Flex, Inc.COM181$5,618<0.1%+70+63.1%加碼歷史
BBUCBrookfield Business CorpCL A SUB VTG SH178$5,632<0.1%−370−67.5%減碼歷史
INNSummit Hotel Properties, Inc.COM1,278$5,648<0.1%+612+91.9%加碼歷史
BURBurford Capital LtdORD SHS1,251$5,653<0.1%+154+14.0%加碼歷史
ARKOARKO Corp.COM1,023$5,688<0.1%+45+4.6%加碼歷史
NRDSNerdwallet, Inc.COM CL A548$5,688<0.1%+304+124.6%加碼歷史
iShares Select U.S. REIT ETF464287564ETF92$5,694<0.1%00.0%不變–
iShares Tr4642874571 3 YR TREAS BD69$5,697<0.1%00.0%不變–
iShares Tr464287291GLOBAL TECH ETF57$5,698<0.1%−1,009−94.7%減碼–
Listed FD Tr53656F789ROUNDHILL SPORTS320$5,717<0.1%00.0%不變–
ETHEGrayscale Ethereum Staking ETFETF336$5,728<0.1%+2+0.6%加碼歷史
DAKTDaktronics IncCOM293$5,729<0.1%+7+2.4%加碼歷史
ACHCAcadia Healthcare Company, Inc.COM245$5,731<0.1%−71−22.5%減碼歷史
SPDR Series Trust78464A516ST INTL BBG ETF262$5,751<0.1%00.0%不變–
AXTIAxt IncCOM101$5,754<0.1%+101新進歷史
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE136$5,761<0.1%+136新進–
Fidelity Covington Trust316092295FUN SMA MID ETF181$5,773<0.1%+181新進–
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5,775<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$5,781<0.1%00.0%不變–
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$5,788<0.1%00.0%不變–
NXHNeighborhood Intelligence, Inc.COM1,249$5,795<0.1%+1,249新進歷史
WALDWaldencast plcCOMMON STOCK6,125$5,817<0.1%+3,853+169.6%加碼歷史
DGIIDigi International IncCOM121$5,833<0.1%+44+57.1%加碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF140$5,856<0.1%+140新進–
ADTNADTRAN Holdings, Inc.COM466$5,862<0.1%+266+133.0%加碼歷史
RRBIRed River Bancshares IncCOM65$5,878<0.1%+8+14.0%加碼歷史
iShares Inc464286749MSCI SWITZERLAND100$5,881<0.1%00.0%不變–
LZBLa-Z-Boy IncCOM183$5,882<0.1%+104+131.6%加碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US50$5,892<0.1%−80−61.5%減碼–

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 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