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
LEVILevi Strauss & CoCL A COM STK693$1.28 萬<0.1%+124+21.8%加碼歷史
AVTRAvantor, Inc.COM1,639$1.29 萬<0.1%+705+75.5%加碼歷史
OLNOLIN CorpStock433$1.29 萬<0.1%+2+0.5%加碼歷史
CBANColony Bankcorp IncCOM645$1.29 萬<0.1%−17−2.6%減碼歷史
SCSCScansource, Inc.COM355$1.29 萬<0.1%−78−18.0%減碼歷史
AUBNAuburn National Bancorporation, IncCOM540$1.29 萬<0.1%+270+100.0%加碼歷史
BHRBBurke & Herbert Financial Services Corp.COM207$1.29 萬<0.1%−74−26.3%減碼歷史
Vanguard World FD921910733ESG US STK ETF115$1.29 萬<0.1%00.0%不變–
AHCOAdaptHealth Corp.COMMON STOCK1,086$1.29 萬<0.1%+508+87.9%加碼歷史
VCVisteon CorpCOM NEW142$1.29 萬<0.1%+26+22.4%加碼歷史
HUTHut 8 Corp.COM276$1.29 萬<0.1%+60+27.8%加碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN223$1.29 萬<0.1%00.0%不變–
GBXGreenbrier Companies IncStock246$1.30 萬<0.1%−25−9.2%減碼歷史
PVHPVH Corp.COM186$1.30 萬<0.1%−23−11.0%減碼歷史
JBLUJetBlue Airways CorpCOM2,939$1.30 萬<0.1%+800+37.4%加碼歷史
SGSweetgreen, Inc.COM CL A2,510$1.30 萬<0.1%+2,352+1,488.6%加碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.31 萬<0.1%00.0%不變–
NLOPNet Lease Office PropertiesCOM1,141$1.31 萬<0.1%+575+101.6%加碼歷史
Fidelity MSCI Energy Index ETF316092402ETF387$1.32 萬<0.1%+2+0.5%加碼–
USLMUnited States Lime & Minerals IncCOM101$1.32 萬<0.1%−25−19.8%減碼歷史
DGICADonegal Group IncCL A768$1.32 萬<0.1%−410−34.8%減碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR441$1.32 萬<0.1%+409+1,278.1%加碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$1.32 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X848ST STR ACWI ETF362$1.32 萬<0.1%−130−26.4%減碼–
HBTHBT Financial, Inc.COM497$1.33 萬<0.1%−4−0.8%減碼歷史
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$1.33 萬<0.1%00.0%不變–
WLYJohn Wiley & Sons, Inc.CL A351$1.34 萬<0.1%+48+15.8%加碼歷史
CXMSprinklr, Inc.CL A2,231$1.34 萬<0.1%+1,615+262.2%加碼歷史
PAYOPayoneer Global Inc.COM2,780$1.34 萬<0.1%+2,272+447.2%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.34 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R556SP O&G EXPL PRO74$1.35 萬<0.1%−1,670−95.8%減碼–
NXDRNextdoor Holdings, Inc.COM CL A9,620$1.35 萬<0.1%+2,896+43.1%加碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 101,861$1.35 萬<0.1%+927+99.3%加碼歷史
ADPTAdaptive Biotechnologies CorpCOM976$1.35 萬<0.1%−1,383−58.6%減碼歷史
MYRGMyr Group Inc.COM48$1.36 萬<0.1%+1+2.1%加碼歷史
ATNIATN International, Inc.COM498$1.36 萬<0.1%+16+3.3%加碼歷史
HNIHni CorpStock406$1.36 萬<0.1%−130−24.3%減碼歷史
NMAXNewsmax Inc.Stock2,610$1.36 萬<0.1%+2,610新進歷史
DAWNDay One Biopharmaceuticals, Inc.Stock637$1.37 萬<0.1%+265+71.2%加碼歷史
SEZLSezzle Inc.COM216$1.37 萬<0.1%+179+483.8%加碼歷史
AHRTAH Realty Trust, Inc.COM2,491$1.37 萬<0.1%+700+39.1%加碼歷史
CORTCorcept Therapeutics IncCOM340$1.37 萬<0.1%−2,091−86.0%減碼歷史
ZUMZZumiez IncCOM619$1.37 萬<0.1%+88+16.6%加碼歷史
MNTNMNTN, Inc.CL A1,559$1.37 萬<0.1%+1,559新進歷史
TBPHTheravance Biopharma, Inc.COM852$1.38 萬<0.1%+119+16.2%加碼歷史
VIRVir Biotechnology, Inc.COM1,544$1.38 萬<0.1%+387+33.4%加碼歷史
TNETTrinet Group, Inc.COM380$1.38 萬<0.1%+145+61.7%加碼歷史
AVOMission Produce, Inc.COM1,012$1.39 萬<0.1%−14−1.4%減碼歷史
OCFCOceanfirst Financial CorpCOM772$1.39 萬<0.1%+59+8.3%加碼歷史
NWGLCL Workshop Group LtdADS16,584$1.40 萬<0.1%+15,437+1,345.9%加碼歷史
REZIResideo Technologies, Inc.Stock415$1.40 萬<0.1%−80−16.2%減碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,810$1.40 萬<0.1%−32−0.7%減碼歷史
WIXWix.com Ltd.SHS156$1.41 萬<0.1%+32+25.8%加碼歷史
STCStewart Information Services CorpCOM229$1.41 萬<0.1%+2+0.9%加碼歷史
ALCOAlico, Inc.COM342$1.41 萬<0.1%+1+0.3%加碼歷史
ANROAlto Neuroscience, Inc.COM SHS628$1.41 萬<0.1%−33−5.0%減碼歷史
TRMDTORM plcSHS CL A506$1.41 萬<0.1%+181+55.7%加碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM27$1.41 萬<0.1%+22+440.0%加碼歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW85$1.41 萬<0.1%+75+750.0%加碼–
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.42 萬<0.1%00.0%不變歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF166$1.42 萬<0.1%+83+100.0%加碼–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG681$1.42 萬<0.1%−102−13.0%減碼–
WisdomTree Tr97717X701EUROPE HEDGED EQ272$1.42 萬<0.1%00.0%不變–
TREELendingTree, Inc.COM332$1.42 萬<0.1%+89+36.6%加碼歷史
NGNovagold Resources IncCOM NEW1,587$1.43 萬<0.1%+1,046+193.3%加碼歷史
XRNChiron Real Estate Inc.COM NEW431$1.43 萬<0.1%+21+5.1%加碼歷史
WTTRSelect Water Solutions, Inc.CL A COM932$1.43 萬<0.1%+141+17.8%加碼歷史
INTAIntapp, Inc.COM556$1.43 萬<0.1%+50+9.9%加碼歷史
APLDApplied Digital Corp.COM NEW604$1.43 萬<0.1%+489+425.2%加碼歷史
FINVFinVolution GroupSPONSORED ADS2,996$1.44 萬<0.1%+1,919+178.2%加碼歷史
MEIMethode Electronics IncCOM2,601$1.44 萬<0.1%−450−14.7%減碼歷史
BMRCBank of Marin BancorpCOM561$1.44 萬<0.1%−45−7.4%減碼歷史
ATMUAtmus Filtration Technologies Inc.COM254$1.44 萬<0.1%+152+149.0%加碼歷史
WEAVWeave Communications, Inc.Stock3,123$1.44 萬<0.1%+2,653+564.5%加碼歷史
NECBNorthEast Community Bancorp, Inc.COM608$1.45 萬<0.1%−32−5.0%減碼歷史
PRDOPerdoceo Education CorpCOM389$1.45 萬<0.1%−9−2.3%減碼歷史
SATLSatellogic Inc.COM CL A2,661$1.45 萬<0.1%+2,651+26,510.0%加碼歷史
NRIMNorthrim Bancorp IncCOM633$1.45 萬<0.1%+34+5.7%加碼歷史
HLIOHelios Technologies, Inc.COM224$1.45 萬<0.1%−30−11.8%減碼歷史
VRTSVirtus Investment Partners, Inc.COM108$1.45 萬<0.1%−31−22.3%減碼歷史
LKFNLakeland Financial CorpCOM253$1.45 萬<0.1%−120−32.2%減碼歷史
ORCOrchid Island Capital, Inc.COM NEW2,065$1.45 萬<0.1%+9+0.4%加碼歷史
IDRIdaho Strategic Resources, Inc.COM NEW453$1.46 萬<0.1%+446+6,371.4%加碼歷史
VNOMViper Energy, Inc.CL A310$1.46 萬<0.1%+284+1,092.3%加碼歷史
AURAurora Innovation, Inc.CLASS A COM3,537$1.46 萬<0.1%+2,362+201.0%加碼歷史
OECOrion S.A.COM2,252$1.46 萬<0.1%+1,080+92.2%加碼歷史
CLBKColumbia Financial, Inc.COM837$1.47 萬<0.1%+659+370.2%加碼歷史
TIGRUP Fintech Holding LtdSPONSORED ADS2,327$1.47 萬<0.1%−276−10.6%減碼歷史
BLKBBlackbaud IncCOM380$1.47 萬<0.1%−235−38.2%減碼歷史
PBIPitney Bowes IncCOM1,328$1.47 萬<0.1%−412−23.7%減碼歷史
Schwab Strategic Tr8085246985 10YR CORP BD648$1.47 萬<0.1%00.0%不變–
ELMEElme CommunitiesSH BEN INT7,313$1.47 萬<0.1%+5,285+260.6%加碼歷史
TWITitan International IncCOM2,130$1.47 萬<0.1%+117+5.8%加碼歷史
MLKNMillerknoll, Inc.COM1,018$1.47 萬<0.1%+293+40.4%加碼歷史
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.47 萬<0.1%00.0%不變歷史
ADAMAdamas Trust, Inc.COM2,001$1.47 萬<0.1%−100−4.8%減碼歷史
GTNGray Media, IncCOM3,405$1.48 萬<0.1%+173+5.4%加碼歷史
HVTHaverty Furniture Companies IncCOM698$1.48 萬<0.1%+8+1.2%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED473$1.48 萬<0.1%−25−5.0%減碼–
AGMFederal Agricultural Mortgage CorpCL C100$1.48 萬<0.1%−55−35.5%減碼歷史

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