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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
RIGLRigel Pharmaceuticals IncCOM NEW218$5,894<0.1%+191+707.4%加碼歷史
IRSIrsa Investments & Representations IncGLOBL DEP RCPT364$5,900<0.1%−4−1.1%減碼歷史
PGYPagaya Technologies Ltd.CL A NEW507$5,907<0.1%−63−11.1%減碼歷史
ULHUniversal Logistics Holdings, Inc.COM280$5,919<0.1%+210+300.0%加碼歷史
KODKEastman Kodak CoCOM NEW658$5,955<0.1%+501+319.1%加碼歷史
CIVBCivista Bancshares, Inc.COM NO PAR262$5,971<0.1%−19−6.8%減碼歷史
KBRKBR, Inc.COM162$5,972<0.1%−349−68.3%減碼歷史
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV100$5,974<0.1%00.0%不變–
NVGSNavigator Holdings Ltd.SHS310$5,994<0.1%+51+19.7%加碼歷史
HTLDHeartland Express IncCOM580$6,032<0.1%+127+28.0%加碼歷史
TRSTrimas CorpCOM NEW168$6,038<0.1%+26+18.3%加碼歷史
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,046<0.1%00.0%不變–
FWRDForward Air CorpCOM362$6,049<0.1%+190+110.5%加碼歷史
CHRSCoherus Oncology, Inc.COM3,580$6,050<0.1%+1,101+44.4%加碼歷史
MAZEMaze Therapeutics, Inc.COM203$6,060<0.1%+54+36.2%加碼歷史
PCB Bancorp Com740163100Common Stock270$6,072<0.1%−13−4.6%減碼–
BJRIBJs RESTAURANTS INCCOM173$6,073<0.1%+10+6.1%加碼歷史
DCHDauch CorpCOM1,028$6,096<0.1%00.0%不變歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN162$6,114<0.1%+133+458.6%加碼歷史
iShares Tr464288489INTL DEV RE ETF275$6,149<0.1%00.0%不變–
BCBPBCB Bancorp IncCOM686$6,161<0.1%−469−40.6%減碼歷史
Ssga Active Tr78470P309ST STR MARKE ETF145$6,180<0.1%+1+0.7%加碼–
LEGNLegend Biotech CorpSPONSORED ADS343$6,204<0.1%+13+3.9%加碼歷史
LUNGPulmonx CorpCOM4,825$6,225<0.1%+3,993+479.9%加碼歷史
iShares Tr464287796U.S. ENERGY ETF96$6,228<0.1%+27+39.1%加碼–
INGNInogen IncCOM1,009$6,236<0.1%+95+10.4%加碼歷史
BCAXBicara Therapeutics Inc.COM315$6,266<0.1%+6+1.9%加碼歷史
UNTYUnity Bancorp IncCOM121$6,272<0.1%+53+77.9%加碼歷史
RWTRedwood Trust IncCOM1,127$6,322<0.1%+460+69.0%加碼歷史
NXRTNexPoint Residential Trust, Inc.COM253$6,325<0.1%+48+23.4%加碼歷史
AMRZAmrize LtdSHS113$6,331<0.1%+84+289.7%加碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS376$6,340<0.1%+188+100.0%加碼歷史
AAOIApplied Optoelectronics, Inc.COM75$6,345<0.1%+13+21.0%加碼歷史
NVCRNovoCure LtdORD SHS582$6,345<0.1%+323+124.7%加碼歷史
UMHUmh Properties, Inc.COM440$6,349<0.1%+47+12.0%加碼歷史
CHYMChime Financial, Inc.COM SHS CL A339$6,349<0.1%−759−69.1%減碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM2,292$6,372<0.1%−1,194−34.3%減碼歷史
SABRSabre CorpCOM4,403$6,385<0.1%+2,651+151.3%加碼歷史
TGENTecogen Inc.COM NEW2,500$6,400<0.1%+1,500+150.0%加碼歷史
iShares Tr464288794US BR DEL SE ETF39$6,403<0.1%00.0%不變–
EOSEEos Energy Enterprises, Inc.COM CL A1,291$6,404<0.1%+496+62.4%加碼歷史
CCSIConsensus Cloud Solutions, Inc.COM270$6,409<0.1%−60−18.2%減碼歷史
THRMGentherm IncCOM231$6,417<0.1%−38−14.1%減碼歷史
ONITOnity Group Inc.COM NEW164$6,440<0.1%−63−27.8%減碼歷史
UPBDUpbound Group, Inc.COM357$6,444<0.1%+11+3.2%加碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock151$6,478<0.1%−25−14.2%減碼–
PAYSPaysign, Inc.COM1,100$6,491<0.1%+121+12.4%加碼歷史
PDFSPDF Solutions IncCOM199$6,509<0.1%00.0%不變歷史
HESMHess Midstream LPCL A SHS168$6,531<0.1%+46+37.7%加碼歷史
LIFLife360, Inc.COM160$6,533<0.1%+55+52.4%加碼歷史
PLGOPelagos Insurance Capital LtdCOM342$6,535<0.1%−688−66.8%減碼歷史
ONLOrion Properties Inc.REIT3,049$6,554<0.1%−98−3.1%減碼歷史
PTLOPortillo's Inc.COM CL A1,240$6,559<0.1%+844+213.1%加碼歷史
CMRCCommerce.com, Inc.COM SER 12,457$6,560<0.1%−625−20.3%減碼歷史
TVTXTravere Therapeutics, Inc.COM221$6,566<0.1%−10−4.3%減碼歷史
Alps ETF Tr00162Q452ALERIAN MLP125$6,580<0.1%00.0%不變–
LGNDLigand Pharmaceuticals IncCOM NEW33$6,589<0.1%−6−15.4%減碼歷史
EBSEmergent BioSolutions Inc.COM794$6,589<0.1%+68+9.4%加碼歷史
LEUCentrus Energy CorpStock38$6,597<0.1%+5+15.2%加碼歷史
ACCOAcco Brands CorpCOM2,199$6,597<0.1%−1,156−34.5%減碼歷史
NATRNatures Sunshine Products IncCOM275$6,597<0.1%+104+60.8%加碼歷史
STHOStar HoldingsSHS BEN INT878$6,647<0.1%−34−3.7%減碼歷史
GDRXGoodRx Holdings, Inc.COM CL A3,393$6,650<0.1%+2,393+239.3%加碼歷史
CIMChimera Investment CorpCOM SHS531$6,665<0.1%+250+89.0%加碼歷史
BKVBKV CorpCOM234$6,675<0.1%+101+75.9%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6,680<0.1%00.0%不變–
FATEFate Therapeutics IncCOM5,570$6,684<0.1%+3,437+161.1%加碼歷史
GENIGenius Sports LtdSHARES CL A1,509$6,685<0.1%+1,509新進歷史
SMBCSouthern Missouri Bancorp, Inc.COM105$6,715<0.1%+44+72.1%加碼歷史
KWKennedy-Wilson Holdings, Inc.COM623$6,740<0.1%+273+78.0%加碼歷史
PPTAPerpetua Resources Corp.COM240$6,748<0.1%+5+2.1%加碼歷史
TRUPTrupanion, Inc.COM265$6,787<0.1%−35−11.7%減碼歷史
PLURPluri Inc.COM2,000$6,790<0.1%00.0%不變歷史
SENEASeneca Foods CorpCL A45$6,801<0.1%−156−77.6%減碼歷史
TDUPThredUp Inc.CL A2,080$6,822<0.1%+1,465+238.2%加碼歷史
NNNNAnbio BiotechnologySHS CL A266$6,834<0.1%+266新進歷史
GICGlobal Industrial CoCOM217$6,841<0.1%+23+11.9%加碼歷史
RCUSArcus Biosciences, Inc.COM317$6,847<0.1%−120−27.5%減碼歷史
IFSIntercorp Financial Services Inc.SHS137$6,877<0.1%+93+211.4%加碼歷史
BCCBoise Cascade CoCOM91$6,902<0.1%−57−38.5%減碼歷史
Ea Series Trust02072L607FREEDOM 100 EM127$6,941<0.1%+97+323.3%加碼–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6,950<0.1%00.0%不變–
PRMEPrime Medicine, Inc.COM2,000$6,961<0.1%+238+13.5%加碼歷史
OSPNOneSpan Inc.COM666$7,013<0.1%+329+97.6%加碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$7,022<0.1%00.0%不變–
CECOCeco Environmental CorpCOM118$7,030<0.1%+16+15.7%加碼歷史
CRTOCriteo S.A.SPONS ADS393$7,047<0.1%+28+7.7%加碼歷史
ITRIItron, Inc.COM79$7,082<0.1%−62−44.0%減碼歷史
MCSMarcus CorpCOM413$7,091<0.1%−77−15.7%減碼歷史
ROCKGibraltar Industries, Inc.COM178$7,097<0.1%+15+9.2%加碼歷史
ALDXAldeyra Therapeutics, Inc.COM4,216$7,125<0.1%−413−8.9%減碼歷史
Fidelity Covington Trust316092352BLUE CHIP GRWTH143$7,167<0.1%+143新進–
Invesco Actively Managed Exc46090A101ACTIVE US REAL78$7,178<0.1%+1+1.3%加碼–
CLSKCleanspark, Inc.COM NEW844$7,182<0.1%−9−1.1%減碼歷史
BBARBanco BBVA Argentina S.A.SPONSORED ADS448$7,195<0.1%−33−6.9%減碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7,200<0.1%00.0%不變–
CTOSCustom Truck One Source, Inc.COM CL A1,098$7,213<0.1%+561+104.5%加碼歷史
VCYTVeracyte, Inc.COM224$7,215<0.1%+77+52.4%加碼歷史
BOCBoston Omaha CorpStock618$7,218<0.1%+10+1.6%加碼歷史
IOVAIovance Biotherapeutics, Inc.COM2,058$7,225<0.1%+1,526+286.8%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