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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
HWKNHawkins IncCOM57$8,755<0.1%+29+103.6%加碼歷史
MBUUMalibu Boats, Inc.COM CL A339$8,787<0.1%+2+0.6%加碼歷史
HQHorizon Quantum Holdings Ltd.CL A ORD SHS1,000$8,790<0.1%+1,000新進歷史
iShares Tr46432F875MRNGSTR INC ETF406$8,822<0.1%00.0%不變–
BHRBraemar Hotels & Resorts Inc.COM3,744$8,835<0.1%+191+5.4%加碼歷史
INRInfinity Natural Resources, Inc.COM CL A502$8,839<0.1%+7+1.4%加碼歷史
SMTCSemtech CorpStock115$8,843<0.1%+37+47.4%加碼歷史
ALRMAlarm.com Holdings, Inc.COM205$8,855<0.1%+15+7.9%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM599$8,880<0.1%+261+77.2%加碼歷史
RXSTRxSight, Inc.COM1,443$8,890<0.1%+1,312+1,001.5%加碼歷史
NTLAIntellia Therapeutics, Inc.COM694$8,898<0.1%+390+128.3%加碼歷史
Goldman Sachs ETF Tr381430453ACCESS HIG YLD200$8,914<0.1%00.0%不變–
HIMSHims & Hers Health, Inc.Stock430$8,926<0.1%−182−29.7%減碼歷史
MQMarqeta, Inc.CLASS A COM2,191$8,939<0.1%+1,507+220.3%加碼歷史
ACLXArcellx, Inc.COMMON STOCK78$8,954<0.1%−32−29.1%減碼歷史
DAOYoudao, Inc.SPONSORED ADS912$8,965<0.1%−1−0.1%減碼歷史
VEONVEON Ltd.SPONSORED ADS194$8,983<0.1%+21+12.1%加碼歷史
iShares Tr464289446RUS TOP 200 ETF56$8,987<0.1%00.0%不變–
CZFSCitizens Financial Services IncCOM147$8,989<0.1%−62−29.7%減碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$9,003<0.1%00.0%不變–
RDZNRoadzen Inc.ORD SHS7,510$9,012<0.1%00.0%不變歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF186$9,037<0.1%+3+1.6%加碼–
RXRXRecursion Pharmaceuticals, Inc.CL A2,946$9,045<0.1%+141+5.0%加碼歷史
AXICYAXIA Energia S.A.SPON ADS PF CL C829$9,053<0.1%+98+13.4%加碼歷史
JLSNuveen Mortgage & Income FundCOM500$9,065<0.1%00.0%不變歷史
PRGPROG Holdings, Inc.Stock317$9,094<0.1%+116+57.7%加碼歷史
MGNIMagnite, Inc.COM766$9,100<0.1%+382+99.5%加碼歷史
BVSBioventus Inc.COM CL A998$9,113<0.1%+674+208.0%加碼歷史
ASIXAdvanSix Inc.COM376$9,174<0.1%+242+180.6%加碼歷史
CALXCalix, IncCOM188$9,211<0.1%+45+31.5%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US415$9,217<0.1%00.0%不變–
PHARPharming Group N.V.SPON ADS557$9,268<0.1%−347−38.4%減碼歷史
CTOCTO Realty Growth, Inc.COM504$9,319<0.1%−20−3.8%減碼歷史
AKO.BAndina Bottling Co IncSPON ADR B370$9,331<0.1%+57+18.2%加碼歷史
NCZVirtus Convertible & Income Fund IICOM NEW700$9,387<0.1%00.0%不變歷史
XERSXeris Biopharma Holdings, Inc.COM1,620$9,395<0.1%−1,198−42.5%減碼歷史
IIINInsteel Industries IncCOM280$9,411<0.1%+58+26.1%加碼歷史
ALKTAlkami Technology, Inc.Stock602$9,433<0.1%−777−56.3%減碼歷史
FMBHFirst Mid Bancshares, Inc.COM230$9,474<0.1%+13+6.0%加碼歷史
First Tr Exchng Traded FD VI33740F698FT VEST US EQT203$9,488<0.1%+203新進–
CURBCurbline Properties Corp.COM368$9,490<0.1%+203+123.0%加碼歷史
IBEXIBEX LtdSHS NEW354$9,494<0.1%−38−9.7%減碼歷史
SASeabridge Gold IncCOM336$9,523<0.1%+239+246.4%加碼歷史
GCTGigaCloud Technology IncStock210$9,530<0.1%+1+0.5%加碼歷史
GCMGGCM Grosvenor Inc.COM CL A977$9,575<0.1%+343+54.1%加碼歷史
BCRXBiocryst Pharmaceuticals IncCOM1,006$9,576<0.1%+442+78.4%加碼歷史
LOBLive Oak Bancshares, Inc.COM290$9,590<0.1%+228+367.7%加碼歷史
iShares Tr464287812US CONSM STAPLES137$9,594<0.1%+137新進–
ARTNAArtesian Resources CorpCL A303$9,651<0.1%+32+11.8%加碼歷史
ADAGAdagene Inc.ADS2,473$9,694<0.1%−5−0.2%減碼歷史
RMAXRE/MAX Holdings, Inc.CL A1,684$9,699<0.1%+97+6.1%加碼歷史
Tidal Tr II88636V728NICHOLAS CRYPTO750$9,713<0.1%+750新進–
HPPHudson Pacific Properties, Inc.COM1,646$9,727<0.1%+1,631+10,873.3%加碼歷史
PENGPenguin Solutions, Inc.Stock553$9,733<0.1%+18+3.4%加碼歷史
SANASana Biotechnology, Inc.COM3,385$9,748<0.1%−17−0.5%減碼歷史
BBWBuild-A-Bear Workshop IncCOM261$9,775<0.1%−51−16.3%減碼歷史
GOLDGold.com, Inc.COM245$9,820<0.1%+37+17.8%加碼歷史
ARCBArcbest CorpCOM100$9,835<0.1%−27−21.3%減碼歷史
LZLegalzoom.com, Inc.COM1,736$9,842<0.1%−3,443−66.5%減碼歷史
COHUCohu IncCOM322$9,860<0.1%−153−32.2%減碼歷史
AMPLAmplitude, Inc.Stock1,448$9,876<0.1%−491−25.3%減碼歷史
WNCWabash National CorpCOM1,148$9,896<0.1%−38−3.2%減碼歷史
BFSSaul Centers, Inc.COM304$9,905<0.1%00.0%不變歷史
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,349$9,936<0.1%−1,821−43.7%減碼歷史
UVEUniversal Insurance Holdings, Inc.COM292$9,975<0.1%+32+12.3%加碼歷史
LMNDLemonade, Inc.Stock160$1.00 萬<0.1%+24+17.6%加碼歷史
CWCOConsolidated Water Co. Ltd.ORD303$1.00 萬<0.1%+9+3.1%加碼歷史
VSHVishay Intertechnology IncCOM558$1.00 萬<0.1%+239+74.9%加碼歷史
AIC3.ai, Inc.Stock1,195$1.01 萬<0.1%+909+317.8%加碼歷史
SLNOSoleno Therapeutics IncCOM301$1.01 萬<0.1%+192+176.1%加碼歷史
TNCTennant CoCOM152$1.01 萬<0.1%+56+58.3%加碼歷史
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30372$1.01 萬<0.1%+372新進–
VITLVital Farms, Inc.COM719$1.02 萬<0.1%+270+60.1%加碼歷史
PTONPeloton Interactive, Inc.CL A COM2,368$1.02 萬<0.1%+1,268+115.3%加碼歷史
ENPHEnphase Energy, Inc.Stock269$1.02 萬<0.1%+72+36.5%加碼歷史
RXORXO, Inc.COMMON STOCK696$1.02 萬<0.1%+325+87.6%加碼歷史
UTIUniversal Technical Institute IncCOM282$1.02 萬<0.1%−61−17.8%減碼歷史
LTCLTC Properties IncREIT274$1.02 萬<0.1%+16+6.2%加碼歷史
AUGOAura Minerals Inc.SHS125$1.02 萬<0.1%+19+17.9%加碼歷史
BWBBridgewater Bancshares IncCOM577$1.02 萬<0.1%−127−18.0%減碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$1.02 萬<0.1%00.0%不變–
WINGWingstop Inc.COM66$1.02 萬<0.1%+27+69.2%加碼歷史
ALGAlamo Group IncCOM62$1.02 萬<0.1%+9+17.0%加碼歷史
APOGApogee Enterprises, Inc.COM305$1.02 萬<0.1%+39+14.7%加碼歷史
GRNTGranite Ridge Resources, Inc.COM1,743$1.02 萬<0.1%−562−24.4%減碼歷史
RMRRMR Group Inc.CL A662$1.02 萬<0.1%−21−3.1%減碼歷史
RRGBRed Robin Gourmet Burgers IncCOM3,500$1.03 萬<0.1%+3,000+600.0%加碼歷史
ABRArbor Realty Trust IncCOM1,332$1.03 萬<0.1%+882+196.0%加碼歷史
UNITUniti Group Inc.COM1,096$1.03 萬<0.1%+385+54.1%加碼歷史
iShares Tr46435U796SYSTEMATIC BD ET116$1.03 萬<0.1%−79−40.5%減碼–
VSTSVestis CorpCOM SHS1,314$1.03 萬<0.1%+469+55.5%加碼歷史
MLABMesa Laboratories IncCOM117$1.03 萬<0.1%+93+387.5%加碼歷史
ALXAlexanders IncCOM44$1.04 萬<0.1%−3−6.4%減碼歷史
PCRXPacira BioSciences, Inc.COM460$1.04 萬<0.1%+96+26.4%加碼歷史
OSWOnespaworld Holdings LtdCOM455$1.04 萬<0.1%−230−33.6%減碼歷史
EWCZEuropean Wax Center, Inc.CLASS A COM1,809$1.05 萬<0.1%+451+33.2%加碼歷史
HTFLHeartflow, Inc.COM431$1.05 萬<0.1%+431新進歷史
FUNSix Flags Entertainment CorporationCOM591$1.05 萬<0.1%+321+118.9%加碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS1,322$1.05 萬<0.1%−278−17.4%減碼歷史
WTBAWest Bancorporation IncCAP STK442$1.05 萬<0.1%+14+3.3%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