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
DJCODaily Journal CorpCOM15$7,234<0.1%+9+150.0%加碼歷史
PSKYParamount Skydance CorpCOM CL B802$7,236<0.1%+139+21.0%加碼歷史
IBTAIbotta, Inc.CLASS A COM SHS242$7,253<0.1%+239+7,966.7%加碼歷史
SMASmartStop Self Storage REIT, Inc.COMMON STOCK240$7,267<0.1%+235+4,700.0%加碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW772$7,271<0.1%+115+17.5%加碼歷史
QBTSD-Wave Quantum Inc.Stock506$7,302<0.1%−645−56.0%減碼歷史
FRPHFRP Holdings, Inc.COM334$7,309<0.1%−26−7.2%減碼歷史
Global X FDS37954Y293GLB X MLP ENRG I99$7,320<0.1%00.0%不變–
TBLATaboola.com Ltd.ORD SHS2,365$7,331<0.1%+1,619+217.0%加碼歷史
iShares Tr46438G448LONG TERM MUNI148$7,390<0.1%+148新進–
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$7,399<0.1%00.0%不變–
ASTHAstrana Health, Inc.COM NEW303$7,429<0.1%+303新進歷史
CCOICogent Communications Holdings, Inc.COM NEW395$7,442<0.1%+350+777.8%加碼歷史
SEMRSEMrush Holdings, Inc.CL A COM624$7,451<0.1%−36−5.5%減碼歷史
DNUTKrispy Kreme, Inc.COM2,209$7,490<0.1%+1,785+421.0%加碼歷史
BELFBBel Fuse IncCL B38$7,523<0.1%+8+26.7%加碼歷史
TRIPTripAdvisor, Inc.COM706$7,527<0.1%+249+54.5%加碼歷史
EGBNEagle Bancorp IncCOM303$7,535<0.1%+15+5.2%加碼歷史
PLSEPulse Biosciences, Inc.COM349$7,535<0.1%+349新進歷史
HUBGHub Group, Inc.CL A210$7,568<0.1%−154−42.3%減碼歷史
NXQuanex Building Products CORPCOM423$7,602<0.1%+239+129.9%加碼歷史
CDNACareDx, Inc.COM440$7,639<0.1%+184+71.9%加碼歷史
TURBTurbo Energy, S.A.SPON ADS2,861$7,639<0.1%+2,861新進歷史
HNSTHonest Company, Inc.COM2,602$7,649<0.1%+624+31.5%加碼歷史
LRMRLarimar Therapeutics, Inc.COM1,706$7,680<0.1%+874+105.0%加碼歷史
ORRFOrrstown Financial Services IncCOM213$7,684<0.1%−102−32.4%減碼歷史
WWWWolverine World Wide IncCOM471$7,686<0.1%+129+37.7%加碼歷史
PWPPerella Weinberg PartnersCLASS A COM424$7,700<0.1%−7−1.6%減碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$7,735<0.1%00.0%不變–
WULFTerawulf Inc.COM537$7,748<0.1%+109+25.5%加碼歷史
GKOSGLAUKOS CorpCOM72$7,754<0.1%+7+10.8%加碼歷史
ALGTAllegiant Travel COCOM96$7,779<0.1%+2+2.1%加碼歷史
CHCTCommunity Healthcare Trust IncCOM490$7,786<0.1%+99+25.3%加碼歷史
PGENPrecigen, Inc.COM2,015$7,796<0.1%−936−31.7%減碼歷史
FOSLFossil Group, Inc.COM1,816$7,827<0.1%+122+7.2%加碼歷史
RHPRyman Hospitality Properties, Inc.COM85$7,845<0.1%+38+80.9%加碼歷史
iShares Tr464288174GL TIMB FORE ETF111$7,856<0.1%00.0%不變–
IEIvanhoe Electric Inc.COM665$7,861<0.1%−261−28.2%減碼歷史
PSECProspect Capital CorpCOM3,015$7,868<0.1%+2,867+1,937.2%加碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR150$7,873<0.1%−25−14.3%減碼–
CAPRCapricor Therapeutics, Inc.COM NEW259$7,874<0.1%+259新進歷史
iShares Tr46436E569ESG SELECT SCRE160$7,875<0.1%+160新進–
WPPWPP plcADR507$7,889<0.1%−368−42.1%減碼歷史
CRONCronos Group Inc.COM3,144$7,891<0.1%+1,418+82.2%加碼歷史
KAIKadant IncCOM27$7,892<0.1%+9+50.0%加碼歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$7,896<0.1%00.0%不變–
CTKBCytek Biosciences, Inc.COM1,821$7,958<0.1%+242+15.3%加碼歷史
EEExcelerate Energy, Inc.CL A COM239$7,986<0.1%+164+218.7%加碼歷史
LGIHLGI Homes, Inc.COM202$7,986<0.1%+66+48.5%加碼歷史
NKTRNektar TherapeuticsCOM111$7,987<0.1%+1+0.9%加碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A122$7,988<0.1%+60+96.8%加碼歷史
iShares Tr46435G474FALN ANGLS USD300$8,026<0.1%+68+29.3%加碼–
WFGWest Fraser Timber Co., LtdCOM123$8,030<0.1%−45−26.8%減碼歷史
IONRioneer LtdADS1,888$8,033<0.1%+1,861+6,892.6%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF225$8,047<0.1%+50+28.6%加碼–
SMMTSummit Therapeutics Inc.COM426$8,078<0.1%+287+206.5%加碼歷史
RYAMRayonier Advanced Materials Inc.COM730$8,080<0.1%−552−43.1%減碼歷史
SPDR Series Trust78464A656ST STR TIPS ETF311$8,089<0.1%00.0%不變–
Bank First Corporation Com05676F108Stock60$8,104<0.1%+12+25.0%加碼–
KELYAKelly Services IncCL A917$8,115<0.1%−703−43.4%減碼歷史
SXCSunCoke Energy, Inc.COM1,247$8,118<0.1%+198+18.9%加碼歷史
CNMDCONMED CorpCOM230$8,132<0.1%−39−14.5%減碼歷史
AQSTAquestive Therapeutics, Inc.COM1,962$8,144<0.1%+1,684+605.8%加碼歷史
MVBFMVB Financial CorpCOM328$8,144<0.1%+128+64.0%加碼歷史
VNETVNET Group, Inc.SPONSORED ADS A975$8,180<0.1%−1,081−52.6%減碼歷史
CTRICenturi Holdings, Inc.COM SHS281$8,208<0.1%+45+19.1%加碼歷史
SKYTSkyWater Technology, LLCCOM300$8,222<0.1%+168+127.3%加碼歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR303$8,229<0.1%+91+42.9%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$8,232<0.1%00.0%不變–
VTEXVtexSHS CL A2,070$8,280<0.1%+1,625+365.2%加碼歷史
AZTAAzenta, Inc.COM393$8,304<0.1%−119−23.2%減碼歷史
Northeast BK Portland Me66405S100COM74$8,316<0.1%−18−19.6%減碼–
SCOProShares Trust IIULSHT BLOOMB OIL1,000$8,320<0.1%+1,000新進歷史
RGRSturm Ruger & Co IncStock208$8,339<0.1%−79−27.5%減碼歷史
KOPKoppers Holdings Inc.COM216$8,354<0.1%−3−1.4%減碼歷史
INVInnventure, Inc.COM2,139$8,364<0.1%+2,139新進歷史
BLCOBausch & Lomb CorpCOMMON SHARES526$8,364<0.1%+111+26.7%加碼歷史
iShares Tr46435G524INTL DIV GRWTH100$8,377<0.1%00.0%不變–
AAPAdvance Auto Parts IncCOM159$8,388<0.1%−81−33.8%減碼歷史
NOGNorthern Oil & Gas, Inc.COM287$8,396<0.1%+81+39.3%加碼歷史
RALRalliant CorpStock202$8,401<0.1%−38−15.8%減碼歷史
MHMcGraw Hill, Inc.COM614$8,413<0.1%+104+20.4%加碼歷史
EVAXEvaxion A/SADR2,266$8,430<0.1%−441−16.3%減碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW426$8,460<0.1%−30−6.6%減碼歷史
Sprott FDS Tr85208P303URANIUM MINERS E134$8,462<0.1%+134新進–
TWSTTwist Bioscience CorpCOM179$8,505<0.1%+120+203.4%加碼歷史
Pacer FDS Tr69374H386DATA & DIGI REVO137$8,517<0.1%00.0%不變–
VREXVarex Imaging CorpCOM805$8,541<0.1%+79+10.9%加碼歷史
NABLN-able, Inc.COMMON STOCK1,830$8,546<0.1%−1,265−40.9%減碼歷史
AIBAIB Data Centers Inc.COM8,221$8,550<0.1%+8,221新進歷史
GDOTGreen Dot CorpCL A768$8,617<0.1%+1+0.1%加碼歷史
ICLRIcon PLCCOM78$8,633<0.1%−13−14.3%減碼歷史
BKDBrookdale Senior Living Inc.COM632$8,645<0.1%00.0%不變歷史
TROXTronox Holdings plcSHS885$8,647<0.1%+395+80.6%加碼歷史
GABCGerman American Bancorp, Inc.Stock207$8,651<0.1%+15+7.8%加碼歷史
iShares Tr464288109MORNINGSTAR VALU93$8,662<0.1%−3−3.1%減碼–
FOCLEdap TMS SASPONSORED ADR2,330$8,668<0.1%+2,330新進歷史
CXTCrane NXT, Co.COM215$8,727<0.1%−94−30.4%減碼歷史
FMNBFarmers National Banc CorpCOM664$8,738<0.1%+386+138.8%加碼歷史
CHEFChefs' Warehouse, Inc.COM147$8,740<0.1%+64+77.1%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