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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
CERSCerus CorpCOM5,788$1.05 萬<0.1%+499+9.4%加碼歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF511$1.05 萬<0.1%+497+3,550.0%加碼–
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.06 萬<0.1%00.0%不變歷史
Schwab Strategic Tr808524581GOVERNMENT MONEY105$1.06 萬<0.1%+105新進–
CTRNCiti Trends IncCOM245$1.06 萬<0.1%+68+38.4%加碼歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD384$1.07 萬<0.1%−7,479−95.1%減碼歷史
ACVAACV Auctions Inc.COM CL A2,517$1.07 萬<0.1%+89+3.7%加碼歷史
FIGSFIGS, Inc.CL A723$1.07 萬<0.1%+19+2.7%加碼歷史
URGNUroGen Pharma Ltd.COM596$1.07 萬<0.1%+12+2.1%加碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ176$1.08 萬<0.1%+24+15.8%加碼–
UDMYUdemy, Inc.COM2,328$1.08 萬<0.1%+2,024+665.8%加碼歷史
GDENNew Royal Holdco I Inc.COM403$1.08 萬<0.1%00.0%不變歷史
CLBCore Laboratories Inc.COM642$1.08 萬<0.1%−251−28.1%減碼歷史
VNDAVanda Pharmaceuticals Inc.COM1,560$1.08 萬<0.1%+516+49.4%加碼歷史
EZPWEzcorp IncCL A NON VTG425$1.08 萬<0.1%+304+251.2%加碼歷史
SEMSelect Medical Holdings CorpCOM664$1.08 萬<0.1%−188−22.1%減碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$1.08 萬<0.1%00.0%不變–
ITICInvestors Title CoCOM50$1.09 萬<0.1%−1−2.0%減碼歷史
OFIXOrthofix Medical Inc.COM952$1.09 萬<0.1%−123−11.4%減碼歷史
CSANYCosan S.A.ADS2,651$1.09 萬<0.1%+970+57.7%加碼歷史
HTZHertz Global Holdings, IncCOM NEW2,370$1.09 萬<0.1%−9,727−80.4%減碼歷史
CRNCCerence Inc.COM1,733$1.09 萬<0.1%+1,584+1,063.1%加碼歷史
HRIHerc Holdings IncCOM110$1.10 萬<0.1%−48−30.4%減碼歷史
GRNDGrindr Inc.COM912$1.10 萬<0.1%+536+142.6%加碼歷史
KOSKosmos Energy Ltd.COM3,980$1.11 萬<0.1%+3,980新進歷史
CPRXCatalyst Pharmaceuticals, Inc.COM447$1.11 萬<0.1%+192+75.3%加碼歷史
USOUnited States Oil Fund, LPUNITS87$1.11 萬<0.1%00.0%不變歷史
BLMNBloomin' Brands, Inc.COM2,052$1.11 萬<0.1%+1,949+1,892.2%加碼歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.11 萬<0.1%00.0%不變–
PGCPeapack Gladstone Financial CorpCOM316$1.11 萬<0.1%+89+39.2%加碼歷史
Two Harbors Investment Corp.90187B804COM975$1.11 萬<0.1%+369+60.9%加碼–
HOGHarley-Davidson, Inc.COM552$1.12 萬<0.1%+383+226.6%加碼歷史
EVEREverQuote, Inc.COM CL A724$1.12 萬<0.1%−82−10.2%減碼歷史
CRAICra International, Inc.COM69$1.12 萬<0.1%−17−19.8%減碼歷史
FOURShift4 Payments, Inc.CL A256$1.12 萬<0.1%+154+151.0%加碼歷史
ODDOddity Tech LtdSHS CL A837$1.12 萬<0.1%+603+257.7%加碼歷史
ICFIICF International, Inc.Stock172$1.12 萬<0.1%−120−41.1%減碼歷史
INGMIngram Micro Holding CorpCOM482$1.12 萬<0.1%+230+91.3%加碼歷史
CARECarter Bankshares, Inc.COM NEW482$1.12 萬<0.1%−31−6.0%減碼歷史
BOOTBoot Barn Holdings, Inc.COM77$1.13 萬<0.1%−29−27.4%減碼歷史
CUBICustomers Bancorp, Inc.COM163$1.13 萬<0.1%+62+61.4%加碼歷史
FDBCFidelity D & D Bancorp IncCOM263$1.14 萬<0.1%+5+1.9%加碼歷史
LQDALiquidia CorpCOM NEW302$1.14 萬<0.1%+5+1.7%加碼歷史
EBFEnnis, Inc.COM536$1.15 萬<0.1%+23+4.5%加碼歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE92$1.15 萬<0.1%−195−67.9%減碼–
BBNXBeta Bionics, Inc.COM1,151$1.15 萬<0.1%−1,352−54.0%減碼歷史
iShares Tr46435G326CORE MSCI INTL138$1.15 萬<0.1%−3−2.1%減碼–
DBDDiebold Nixdorf, IncCOM SHS153$1.15 萬<0.1%+86+128.4%加碼歷史
CSRCenterspaceCOM201$1.15 萬<0.1%−15−6.9%減碼歷史
OKLOOklo Inc.COM CL A233$1.16 萬<0.1%−361−60.8%減碼歷史
NEWTNewtekOne, Inc.COM NEW1,057$1.16 萬<0.1%−6−0.6%減碼歷史
GBDCGolub Capital BDC, Inc.COM916$1.16 萬<0.1%+22+2.5%加碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$1.16 萬<0.1%00.0%不變–
CPACCementos Pacasmayo SaaSPONSORED ADR1,163$1.16 萬<0.1%−858−42.5%減碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.17 萬<0.1%00.0%不變–
MAXMediaAlpha, Inc.CL A1,261$1.17 萬<0.1%−784−38.3%減碼歷史
SGHCSuper Group (SGHC) LtdORD SHS1,087$1.17 萬<0.1%−661−37.8%減碼歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF36$1.17 萬<0.1%−5−12.2%減碼–
RIOTRiot Platforms, Inc.COM952$1.18 萬<0.1%+401+72.8%加碼歷史
PUMPProPetro Holding Corp.COM819$1.18 萬<0.1%+20+2.5%加碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM422$1.18 萬<0.1%−330−43.9%減碼歷史
CLFCleveland-Cliffs Inc.COM1,407$1.19 萬<0.1%+148+11.8%加碼歷史
IMVTImmunovant, Inc.COM479$1.19 萬<0.1%+192+66.9%加碼歷史
BGSB&G Foods, Inc.COM2,476$1.19 萬<0.1%−153−5.8%減碼歷史
SPBSpectrum Brands Holdings, Inc.COM162$1.19 萬<0.1%+26+19.1%加碼歷史
Flexshares Tr33939L779DISCP DUR MBS579$1.20 萬<0.1%00.0%不變–
PLUGPlug Power IncStock5,313$1.20 萬<0.1%+3,135+143.9%加碼歷史
APPNAppian CorpCL A500$1.21 萬<0.1%−643−56.3%減碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A249$1.21 萬<0.1%+141+130.6%加碼歷史
ENICEnel Chile S.A.SPONSORED ADR3,061$1.21 萬<0.1%+1,889+161.2%加碼歷史
CNNECannae Holdings, Inc.COM1,062$1.21 萬<0.1%+442+71.3%加碼歷史
URBNUrban Outfitters IncCOM191$1.21 萬<0.1%−24−11.2%減碼歷史
VSXYVictoria's Secret & Co.COMMON STOCK261$1.21 萬<0.1%+85+48.3%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK311$1.21 萬<0.1%+181+139.2%加碼–
LADRLadder Capital CorpCL A1,240$1.21 萬<0.1%−299−19.4%減碼歷史
FSBWFS Bancorp, Inc.COM314$1.21 萬<0.1%+1+0.3%加碼歷史
CRSRCorsair Gaming, Inc.COM2,191$1.22 萬<0.1%+1,797+456.1%加碼歷史
FLYWFlywire CorpCOM VTG1,046$1.22 萬<0.1%−138−11.7%減碼歷史
ECEcopetrol S.A.SPONSORED ADS814$1.22 萬<0.1%−920−53.1%減碼歷史
OBTOrange County Bancorp, Inc.COM382$1.22 萬<0.1%+8+2.1%加碼歷史
ROGRogers CorpCOM114$1.22 萬<0.1%−15−11.6%減碼歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE870$1.23 萬<0.1%+425+95.5%加碼–
SLGSL Green Realty CorpCOM333$1.23 萬<0.1%−174−34.3%減碼歷史
VRRMVerra Mobility CorpCL A COM STK861$1.23 萬<0.1%−678−44.1%減碼歷史
OMDAOmada Health, Inc.COM981$1.23 萬<0.1%+981新進歷史
MNROMonro, Inc.COM769$1.23 萬<0.1%+191+33.0%加碼歷史
ACDCProFrac Holding Corp.CLASS A COM1,989$1.23 萬<0.1%+377+23.4%加碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT305$1.23 萬<0.1%+28+10.1%加碼歷史
BSRRSierra BancorpCOM364$1.23 萬<0.1%+6+1.7%加碼歷史
GOODGladstone Commercial CorpCOM1,082$1.24 萬<0.1%+277+34.4%加碼歷史
NAVINavient CorpCOM1,513$1.24 萬<0.1%+219+16.9%加碼歷史
LBTYKLiberty Global Ltd.COM CL C1,060$1.24 萬<0.1%−419−28.3%減碼歷史
CVGWCalavo Growers IncCOM483$1.25 萬<0.1%−95−16.4%減碼歷史
TBBKBancorp, Inc.COM232$1.25 萬<0.1%+21+10.0%加碼歷史
RPAYRepay Holdings CorpCOM CL A4,807$1.25 萬<0.1%−2,653−35.6%減碼歷史
RVLVRevolve Group, Inc.CL A554$1.25 萬<0.1%−86−13.4%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.27 萬<0.1%00.0%不變–
SHLSShoals Technologies Group, Inc.CL A1,926$1.27 萬<0.1%−294−13.2%減碼歷史
Vanguard S&P 500 Value ETF921932703ETF62$1.27 萬<0.1%−68−52.3%減碼–
OUSTOuster, Inc.COM NEW696$1.28 萬<0.1%+75+12.1%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