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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
HODLVanEck Bitcoin ETFSH BEN INT913$1.75 萬<0.1%00.0%不變歷史
TLXTelix Pharmaceuticals LtdADS1,832$1.75 萬<0.1%+934+104.0%加碼歷史
HZOMarinemax IncCOM649$1.76 萬<0.1%+84+14.9%加碼歷史
SFIXStitch Fix, Inc.Stock5,312$1.76 萬<0.1%+2,596+95.6%加碼歷史
EXKEndeavour Silver CorpCOM1,893$1.76 萬<0.1%+863+83.8%加碼歷史
MICCMagnum Ice Cream Co N.V.ORD SHS1,179$1.76 萬<0.1%−232−16.4%減碼歷史
QSQuantumScape CorpCOM CL A2,767$1.77 萬<0.1%+1,427+106.5%加碼歷史
TMETencent Music Entertainment GroupSPON ADS1,905$1.77 萬<0.1%+203+11.9%加碼歷史
USPHU S Physical Therapy IncCOM237$1.78 萬<0.1%−164−40.9%減碼歷史
BLSHBullishORD SHS498$1.78 萬<0.1%+498新進歷史
RDDTReddit, Inc.Stock133$1.79 萬<0.1%−594−81.7%減碼歷史
AESIAtlas Energy Solutions Inc.COM NEW1,365$1.79 萬<0.1%+34+2.6%加碼歷史
ADArray Digital Infrastructure, Inc.COM389$1.79 萬<0.1%+379+3,790.0%加碼歷史
CABOCable One, Inc.COM197$1.80 萬<0.1%+107+118.9%加碼歷史
OLPOne Liberty Properties IncCOM838$1.80 萬<0.1%+42+5.3%加碼歷史
iShares Tr464288257MSCI ACWI ETF130$1.80 萬<0.1%00.0%不變–
RLXRLX Technology Inc.SPONSORED ADS8,196$1.80 萬<0.1%+2,608+46.7%加碼歷史
CRVLCorvel CorpCOM330$1.80 萬<0.1%+303+1,122.2%加碼歷史
BMAMacro Bank Inc.SPON ADR B234$1.81 萬<0.1%−195−45.5%減碼歷史
CHWCalamos Global Dynamic Income FundCOM2,500$1.81 萬<0.1%00.0%不變歷史
MTUSMetallus Inc.COM1,111$1.82 萬<0.1%+12+1.1%加碼歷史
JBSSSanfilippo John B & Son IncCOM229$1.82 萬<0.1%+39+20.5%加碼歷史
PRCTPROCEPT BioRobotics CorpCOM727$1.82 萬<0.1%+657+938.6%加碼歷史
BYNDBeyond Meat, Inc.COM25,933$1.82 萬<0.1%+25,843+28,714.4%加碼歷史
Abrdn ETFs003261104BBRG ALL COMD K1750$1.82 萬<0.1%−638−46.0%減碼–
TEMTempus AI, Inc.CL A403$1.82 萬<0.1%−317−44.0%減碼歷史
ONTOnterris, Inc.COM833$1.82 萬<0.1%−32−3.7%減碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK3,703$1.83 萬<0.1%+210+6.0%加碼歷史
BANFBancfirst CorpCOM169$1.83 萬<0.1%−325−65.8%減碼歷史
NRCNRC HealthCOM NEW1,078$1.83 萬<0.1%−19−1.7%減碼歷史
PRVAPrivia Health Group, Inc.COM890$1.83 萬<0.1%+321+56.4%加碼歷史
SUZSuzano S.A.SPON ADS1,833$1.83 萬<0.1%+385+26.6%加碼歷史
JBTMJBT Marel CorpCOM144$1.84 萬<0.1%+26+22.0%加碼歷史
PRGOPERRIGO Co plcSHS1,715$1.84 萬<0.1%−173−9.2%減碼歷史
NUVBNuvation Bio Inc.COM CL A4,301$1.85 萬<0.1%+312+7.8%加碼歷史
NVTSNavitas Semiconductor CorpCOM2,107$1.85 萬<0.1%+319+17.8%加碼歷史
YELPYelp IncCL A747$1.85 萬<0.1%+388+108.1%加碼歷史
ARVNArvinas, Inc.COM1,748$1.85 萬<0.1%+90+5.4%加碼歷史
Carnival Corp Ltd.14365C103ADR719$1.85 萬<0.1%−261−26.6%減碼–
HBCPHome Bancorp, Inc.COM306$1.85 萬<0.1%+86+39.1%加碼歷史
UHALU-Haul Holding CoCOM388$1.85 萬<0.1%−494−56.0%減碼歷史
ZDZiff Davis, Inc.COM442$1.85 萬<0.1%−17−3.7%減碼歷史
Tidal Trust II88636J600ROUNDHILL GENER300$1.86 萬<0.1%00.0%不變–
UUUUEnergy Fuels IncCOM NEW1,019$1.86 萬<0.1%+236+30.1%加碼歷史
KYMRKymera Therapeutics, Inc.COM224$1.87 萬<0.1%−53−19.1%減碼歷史
NUSNu Skin Enterprises, Inc.CL A2,563$1.87 萬<0.1%+583+29.4%加碼歷史
SDSandridge Energy IncCOM NEW1,147$1.87 萬<0.1%+522+83.5%加碼歷史
SLVMSylvamo CorpCOMMON STOCK443$1.87 萬<0.1%−305−40.8%減碼歷史
MATWMatthews International CorpCL A726$1.87 萬<0.1%+50+7.4%加碼歷史
RUSHBRush Enterprises IncCL B292$1.88 萬<0.1%+9+3.2%加碼歷史
EIGEmployers Holdings, Inc.COM457$1.88 萬<0.1%−56−10.9%減碼歷史
LNNLindsay CorpCOM158$1.88 萬<0.1%+95+150.8%加碼歷史
Orla MNG Ltd New68634K106COM1,181$1.91 萬<0.1%+1,102+1,394.9%加碼–
AMRAlpha Metallurgical Resources, Inc.COM93$1.91 萬<0.1%+5+5.7%加碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.91 萬<0.1%00.0%不變–
AMTBAmerant Bancorp Inc.CL A867$1.91 萬<0.1%+523+152.0%加碼歷史
SIDNational Steel CoSPONSORED ADR15,450$1.92 萬<0.1%+14,502+1,529.7%加碼歷史
SYNASYNAPTICS IncStock274$1.92 萬<0.1%+52+23.4%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM237$1.92 萬<0.1%−56−19.1%減碼歷史
PEBPebblebrook Hotel TrustCOM1,523$1.92 萬<0.1%+554+57.2%加碼歷史
PGNYProgyny, Inc.COM1,135$1.93 萬<0.1%+734+183.0%加碼歷史
RCKTRocket Pharmaceuticals, Inc.COM5,392$1.93 萬<0.1%+2,581+91.8%加碼歷史
TEOTelecom Argentina SASPON ADR REP B1,652$1.93 萬<0.1%+686+71.0%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW1,254$1.93 萬<0.1%+272+27.7%加碼歷史
MEOHMethanex CorpCOM325$1.94 萬<0.1%+155+91.2%加碼歷史
RESRPC IncCOM2,737$1.94 萬<0.1%−272−9.0%減碼歷史
CGONCG Oncology, Inc.COM287$1.94 萬<0.1%+14+5.1%加碼歷史
ADNTAdient plcStock962$1.94 萬<0.1%−52−5.1%減碼歷史
FROGJFrog LtdStock415$1.95 萬<0.1%+85+25.8%加碼歷史
AIPArteris, Inc.COM1,193$1.96 萬<0.1%+159+15.4%加碼歷史
MLRMiller Industries IncCOM NEW432$1.97 萬<0.1%−280−39.3%減碼歷史
CNRCore Natural Resources, Inc.COM SHS188$1.97 萬<0.1%−94−33.3%減碼歷史
ALRSAlerus Financial CorpCOM831$1.97 萬<0.1%−63−7.0%減碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF500$1.97 萬<0.1%00.0%不變–
TDAYUSA TODAY Co., Inc.COM2,807$1.98 萬<0.1%+62+2.3%加碼歷史
Tidal Trust I886364645SONICSHARES GBL489$1.98 萬<0.1%00.0%不變–
WMKWeis Markets IncCOM290$1.98 萬<0.1%+181+166.1%加碼歷史
Motley Fool Small-Cap Growth ETF74933W874ETF620$1.98 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$1.98 萬<0.1%00.0%不變–
ENOVEnovis CORPCOM874$1.99 萬<0.1%+288+49.1%加碼歷史
PLABPhotronics IncCOM495$2.00 萬<0.1%+118+31.3%加碼歷史
QFINQfin Holdings, Inc.AMERICAN DEP1,551$2.00 萬<0.1%+147+10.5%加碼歷史
CZNCCitizens & Northern CorpCOM899$2.01 萬<0.1%+11+1.2%加碼歷史
GPREGreen Plains Inc.COM1,222$2.01 萬<0.1%+74+6.4%加碼歷史
iShares Inc464286608MSCI EURZONE ETF321$2.01 萬<0.1%00.0%不變–
AINAlbany International CorpCL A386$2.02 萬<0.1%+79+25.7%加碼歷史
RCATRed Cat Holdings, Inc.Stock1,541$2.02 萬<0.1%+1,541新進歷史
INVXInnovex International, Inc.COM827$2.02 萬<0.1%+87+11.8%加碼歷史
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL250$2.03 萬<0.1%+250新進–
WTWisdomTree, Inc.COM1,393$2.03 萬<0.1%+16+1.2%加碼歷史
DIODDiodes IncCOM298$2.03 萬<0.1%−210−41.3%減碼歷史
SHOSunstone Hotel Investors, Inc.COM2,258$2.03 萬<0.1%+249+12.4%加碼歷史
SDGRSchrodinger, Inc.COM1,791$2.03 萬<0.1%+417+30.3%加碼歷史
American Centy ETF Tr025072182AVANTIS MODERAT304$2.04 萬<0.1%+60+24.6%加碼–
VVVValvoline IncCOM606$2.04 萬<0.1%−101−14.3%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF876$2.04 萬<0.1%−3,646−80.6%減碼–
MBWMMercantile Bank CorpCOM405$2.05 萬<0.1%+2+0.5%加碼歷史
RRRRed Rock Resorts, Inc.CL A384$2.05 萬<0.1%+104+37.1%加碼歷史
SCHLScholastic CorpCOM525$2.05 萬<0.1%+13+2.5%加碼歷史
iShares Tr464288356CALIF MUN BD ETF362$2.06 萬<0.1%+2+0.6%加碼–

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