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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
RYANRyan Specialty Holdings, Inc.CL A441$1.49 萬<0.1%+393+818.8%加碼歷史
CAKECheesecake Factory IncCOM272$1.49 萬<0.1%+4+1.5%加碼歷史
PLUSEplus IncCOM198$1.49 萬<0.1%−56−22.0%減碼歷史
Pacer FDS Tr69374H311NASD IN PATE ETF525$1.49 萬<0.1%00.0%不變–
iShares Tr464287192US TRSPRTION200$1.49 萬<0.1%00.0%不變–
RNGRingCentral, Inc.CL A402$1.50 萬<0.1%−610−60.3%減碼歷史
MGRCMcGrath RentcorpCOM136$1.50 萬<0.1%−5−3.5%減碼歷史
CYRXCryoport, Inc.COM PAR $0.0011,825$1.51 萬<0.1%+125+7.4%加碼歷史
SONOSonos IncCOM1,128$1.51 萬<0.1%−359−24.1%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX64$1.51 萬<0.1%+32+100.0%加碼–
NIUNiu TechnologiesADS5,236$1.51 萬<0.1%+1,995+61.6%加碼歷史
LEN.BLennar CorpCL B180$1.52 萬<0.1%+2+1.1%加碼歷史
TPBTurning Point Brands, Inc.COM175$1.52 萬<0.1%−13−6.9%減碼歷史
EGHT8X8 IncCOM9,160$1.52 萬<0.1%+1,598+21.1%加碼歷史
JRVRJames River Group Holdings, Inc.COM SHS2,422$1.53 萬<0.1%+1,112+84.9%加碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW482$1.53 萬<0.1%+218+82.6%加碼歷史
MCFTMasterCraft Boat Holdings, Inc.COM746$1.53 萬<0.1%00.0%不變歷史
UAUnder Armour, Inc.CL C2,643$1.53 萬<0.1%+1,962+288.1%加碼歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF575$1.53 萬<0.1%+50+9.5%加碼–
Innovator ETFs Trust45783Y533INNOVATOR INTER467$1.53 萬<0.1%00.0%不變–
RGNXREGENXBIO Inc.COM1,829$1.53 萬<0.1%−676−27.0%減碼歷史
CCBGCapital City Bank Group IncCOM353$1.53 萬<0.1%+7+2.0%加碼歷史
NATLNCR Atleos CorpCOM SHS353$1.54 萬<0.1%−148−29.5%減碼歷史
PAGSPagSeguro Digital Ltd.COM CL A1,537$1.54 萬<0.1%+840+120.5%加碼歷史
BCALCalifornia BanCorpCOM870$1.54 萬<0.1%+47+5.7%加碼歷史
RNSTRenasant CorpCOM427$1.54 萬<0.1%−57−11.8%減碼歷史
AEHRAehr Test SystemsCOM417$1.55 萬<0.1%+107+34.5%加碼歷史
IRTIndependence Realty Trust, Inc.COM1,044$1.55 萬<0.1%+269+34.7%加碼歷史
ALLOAllogene Therapeutics, Inc.COM6,371$1.55 萬<0.1%+2,652+71.3%加碼歷史
ARQTArcutis Biotherapeutics, Inc.COM661$1.56 萬<0.1%−600−47.6%減碼歷史
CGEMCullinan Therapeutics, Inc.COM1,099$1.56 萬<0.1%−181−14.1%減碼歷史
ATHMAutohome Inc.SP ADS RP CL A901$1.56 萬<0.1%+621+221.8%加碼歷史
NSITInsight Enterprises IncCOM234$1.57 萬<0.1%+85+57.0%加碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME363$1.57 萬<0.1%00.0%不變–
WLDNWilldan Group, Inc.COM205$1.57 萬<0.1%−49−19.3%減碼歷史
BNTXBioNTech SESPONSORED ADS177$1.57 萬<0.1%+142+405.7%加碼歷史
CNKCinemark Holdings, Inc.COM554$1.58 萬<0.1%+4+0.7%加碼歷史
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE97$1.59 萬<0.1%00.0%不變–
NBTXNanobiotix S.A.SPONSORED ADS514$1.59 萬<0.1%00.0%不變歷史
MARAMARA Holdings, Inc.COM1,945$1.59 萬<0.1%+1,235+173.9%加碼歷史
FORForestar Group Inc.COM652$1.59 萬<0.1%+58+9.8%加碼歷史
APPFAppfolio IncCOM CL A101$1.59 萬<0.1%−10−9.0%減碼歷史
CNOBConnectOne Bancorp, Inc.COM596$1.60 萬<0.1%+192+47.5%加碼歷史
PZZAPapa Johns International IncStock494$1.60 萬<0.1%+281+131.9%加碼歷史
PDMPiedmont Realty Trust, Inc.COM CL A2,437$1.60 萬<0.1%−171−6.6%減碼歷史
TGTredegar CorpCOM2,020$1.61 萬<0.1%−348−14.7%減碼歷史
PJTPJT Partners Inc.COM CL A115$1.61 萬<0.1%+21+22.3%加碼歷史
VKTXViking Therapeutics, Inc.COM494$1.61 萬<0.1%+267+117.6%加碼歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.61 萬<0.1%00.0%不變歷史
PRAXPraxis Precision Medicines, Inc.COM NEW50$1.61 萬<0.1%+25+100.0%加碼歷史
GPRKGeoPark LtdUSD SHS1,698$1.61 萬<0.1%+849+100.0%加碼歷史
iShares Tr46435G433MSCI USA SMCP MN372$1.62 萬<0.1%+186+100.0%加碼–
AGLagilon health, inc.COM NEW2,057$1.63 萬<0.1%+953+86.3%加碼依 1 比 25 拆股換算歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF147$1.63 萬<0.1%00.0%不變–
SEDGSolaredge Technologies, Inc.COM319$1.63 萬<0.1%+187+141.7%加碼歷史
ENTAEnanta Pharmaceuticals IncCOM1,294$1.63 萬<0.1%+146+12.7%加碼歷史
DECDiversified Energy CoCOMMON STOCK940$1.64 萬<0.1%+268+39.9%加碼歷史
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$1.64 萬<0.1%00.0%不變歷史
TRTXTPG RE Finance Trust, Inc.COM2,104$1.64 萬<0.1%+157+8.1%加碼歷史
IBCPIndependent Bank CorpCOM NEW496$1.65 萬<0.1%−57−10.3%減碼歷史
MTNVail Resorts IncCOM129$1.66 萬<0.1%+35+37.2%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW210$1.66 萬<0.1%+105+100.0%加碼–
NTSTNETSTREIT Corp.COM883$1.66 萬<0.1%+109+14.1%加碼歷史
WKCWorld Kinect CorpCOM721$1.66 萬<0.1%−107−12.9%減碼歷史
CRGYCrescent Energy CoCL A COM1,232$1.66 萬<0.1%+105+9.3%加碼歷史
ETF Ser Solutions26922A503VIDENTCORE EQ FD265$1.66 萬<0.1%00.0%不變–
GSBCGreat Southern Bancorp, Inc.COM264$1.67 萬<0.1%−17−6.0%減碼歷史
GXOGXO Logistics, Inc.Stock322$1.67 萬<0.1%+76+30.9%加碼歷史
HTBHomeTrust Bancshares, Inc.COM392$1.67 萬<0.1%−34−8.0%減碼歷史
ATECAlphatec Holdings, Inc.COM NEW1,539$1.67 萬<0.1%−110−6.7%減碼歷史
MHDBlackRock Muniholdings Fund, Inc.COM1,490$1.68 萬<0.1%+1,490新進歷史
WSRWhitestone REITCOM1,042$1.68 萬<0.1%−29−2.7%減碼歷史
PLMRPalomar Holdings, Inc.Stock141$1.69 萬<0.1%+27+23.7%加碼歷史
ABMAbm Industries IncCOM438$1.69 萬<0.1%+312+247.6%加碼歷史
KENKenon Holdings Ltd.SHS205$1.69 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072364INTERNATIONAL LR226$1.69 萬<0.1%−351−60.8%減碼–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,953$1.69 萬<0.1%00.0%不變歷史
EHABEnhabit, Inc.COM1,202$1.69 萬<0.1%+33+2.8%加碼歷史
CTBICommunity Trust Bancorp IncCOM279$1.69 萬<0.1%+1+0.4%加碼歷史
CASSCass Information Systems IncCOM385$1.69 萬<0.1%+78+25.4%加碼歷史
SEBSeaboard CorpCOM3$1.70 萬<0.1%−2−40.0%減碼歷史
AMBPArdagh Metal Packaging S.A.SHS4,205$1.70 萬<0.1%−285−6.3%減碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.70 萬<0.1%00.0%不變歷史
HELEHelen of Troy LtdStock1,182$1.70 萬<0.1%+1,052+809.2%加碼歷史
RNGRRanger Energy Services, Inc.COM CL A995$1.71 萬<0.1%−41−4.0%減碼歷史
Innovator ETFs Trust45784N833US SMALL CAP PWR667$1.71 萬<0.1%−1,562−70.1%減碼–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM700$1.72 萬<0.1%−50−6.7%減碼歷史
CSWCSW Industrials, Inc.COM66$1.72 萬<0.1%+8+13.8%加碼歷史
CRICarters IncCOM482$1.72 萬<0.1%+81+20.2%加碼歷史
LAZLazard, Inc.COM406$1.72 萬<0.1%+175+75.8%加碼歷史
MFAMfa Financial, Inc.COM1,804$1.73 萬<0.1%−58−3.1%減碼歷史
ALITAlight, Inc. / DelawareCOM CL A29,702$1.73 萬<0.1%+25,869+674.9%加碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC689$1.73 萬<0.1%+451+189.5%加碼–
MIRMirion Technologies, Inc.COM CL A931$1.73 萬<0.1%−276−22.9%減碼歷史
INBXInhibrx Biosciences, Inc.COM258$1.73 萬<0.1%+96+59.3%加碼歷史
APEIAmerican Public Education IncStock305$1.73 萬<0.1%+160+110.3%加碼歷史
ALGMAllegro Microsystems, Inc.COM552$1.74 萬<0.1%+1+0.2%加碼歷史
VGVenture Global, Inc.COM CL A1,105$1.74 萬<0.1%+1,043+1,682.3%加碼歷史
COCOVita Coco Company, Inc.COM364$1.74 萬<0.1%−356−49.4%減碼歷史
WSWorthington Steel, Inc.COM SHS576$1.75 萬<0.1%+57+11.0%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