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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
ARK ETF Tr00214Q807SPACE & DEFENSE3$88<0.1%+3新進–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3$90<0.1%−1−25.0%減碼–
GSMFerroglobe PLCSHS22$91<0.1%+22新進歷史
VIRCVirco Mfg CorporationCOM15$91<0.1%−18−54.5%減碼歷史
HEREHere Group LtdADS26$92<0.1%−29−52.7%減碼歷史
Goldman Sachs ETF Tr381430396JUST US LRG CP1$93<0.1%00.0%不變–
SLSSELLAS Life Sciences Group, Inc.COM NEW22$93<0.1%+22新進歷史
BOOMDMC Global Inc.COM18$94<0.1%−32−64.0%減碼歷史
ACTUActuate Therapeutics, Inc.COM35$95<0.1%+33+1,650.0%加碼歷史
KIDSOrthopediatrics CorpCOM6$95<0.1%+4+200.0%加碼歷史
Kraneshares Tr500767835MSCI ALL CHINA6$95<0.1%00.0%不變–
RMBIRichmond Mutual Bancorporation, Inc.COM7$96<0.1%−4−36.4%減碼歷史
UNBUnion Bankshares IncCOM4$98<0.1%+3+300.0%加碼歷史
RELLRichardson Electronics, Ltd.COM9$99<0.1%+8+800.0%加碼歷史
SLNDSouthland Holdings, Inc.COM77$99<0.1%+52+208.0%加碼歷史
Goldman Sachs ETF Tr381430529ACCES TREASURY1$100<0.1%+1新進–
SUNSSunrise Realty Trust, Inc.COM13$100<0.1%+8+160.0%加碼歷史
TITNTitan Machinery Inc.COM6$100<0.1%+6新進歷史
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%不變–
FLXBingEx LtdSPONSORED ADS A38$101<0.1%−99−72.3%減碼歷史
MPXMarine Products Group, LLCCOM14$102<0.1%+4+40.0%加碼歷史
NEONNeonode Inc.COM PAR74$103<0.1%+74新進歷史
SKYXSKYX Platforms Corp.COM95$106<0.1%+95新進歷史
DSGNDesign Therapeutics, Inc.COM10$107<0.1%+7+233.3%加碼歷史
OPBKOP BancorpCOM8$107<0.1%+7+700.0%加碼歷史
MRDNMeridian Holdings Inc.COM15$108<0.1%+11+252.9%加碼依 1 比 12 拆股換算歷史
WisdomTree Tr97717W208US HIGH DIVIDEND1$109<0.1%00.0%不變–
TYGTortoise Energy Infrastructure CorpCOM2$109<0.1%00.0%不變歷史
LGNLegence Corp.CL A2$113<0.1%+2新進歷史
BLNKBlink Charging Co.COM200$113<0.1%00.0%不變歷史
Ea Series Trust02072Q887EFFICIENT MARKET4$117<0.1%+4新進–
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$117<0.1%00.0%不變–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2$120<0.1%−16,033−100.0%減碼–
HQIHireQuest, Inc.COM12$120<0.1%+12新進歷史
SNWVSANUWAVE Health, Inc.COM7$121<0.1%+7新進歷史
SGCSuperior Group of Companies, Inc.COM12$121<0.1%+6+100.0%加碼歷史
LPALogistic Properties of the AmericasUSD ORD SHS37$121<0.1%+21+131.3%加碼歷史
MPLTMapLight Therapeutics, Inc.COM6$122<0.1%+6新進歷史
STRSStratus Properties IncCOM NEW4$123<0.1%+1+33.3%加碼歷史
FRDFriedman Industries IncCOM7$124<0.1%+2+40.0%加碼歷史
AKAA.K.A. Brands Holding Corp.COM12$124<0.1%00.0%不變歷史
JANXJanux Therapeutics, Inc.COM9$126<0.1%−47−83.9%減碼歷史
MDWDMediWound Ltd.SHS NEW8$129<0.1%+8新進歷史
WisdomTree Tr97717X511YIELD ENHANCD US3$130<0.1%00.0%不變–
IMNMImmunome Inc.COM6$131<0.1%+6新進歷史
TRVITrevi Therapeutics, Inc.COM11$131<0.1%+11新進歷史
ONEWOneWater Marine Inc.CL A COM14$132<0.1%+8+133.3%加碼歷史
ELAEnvela CorpCOM8$133<0.1%+6+300.0%加碼歷史
PHATPhathom Pharmaceuticals, Inc.COM12$134<0.1%+7+140.0%加碼歷史
WisdomTree Tr97717X172US HGH YLD CORP3$137<0.1%00.0%不變–
RZLTRezolute, Inc.COM NEW45$137<0.1%+37+462.5%加碼歷史
GAIAGaia, IncCL A50$139<0.1%+50新進歷史
CIXCompx International IncCL A6$141<0.1%+2+50.0%加碼歷史
OTLKOutlook Therapeutics, Inc.Stock696$143<0.1%00.0%不變歷史
STRWStrawberry Fields REIT, Inc.COM12$144<0.1%+5+71.4%加碼歷史
CATXPerspective Therapeutics, Inc.COM NEW35$146<0.1%+34+3,400.0%加碼歷史
LFCRLifecore Biomedical, Inc. DECOM40$148<0.1%+7+21.2%加碼歷史
BKTIBK Technologies CorpCOM NEW2$149<0.1%+1+100.0%加碼歷史
NRIXNurix Therapeutics, Inc.COM10$155<0.1%+10新進歷史
SSYSStratasys Ltd.SHS20$156<0.1%+20新進歷史
ELVNEnliven Therapeutics, Inc.COM4$156<0.1%+4新進歷史
FLLFull House Resorts IncCOM71$160<0.1%−57−44.5%減碼歷史
ASSTStrive, Inc.CL A COM16$160<0.1%+16新進歷史
Neos ETF Trust78433H675NASDAQ 100 HIGH3$162<0.1%−1−25.0%減碼–
ZSPCzSpace, Inc.Stock1,442$163<0.1%+1,442新進歷史
SPDR Series Trust78468R549SP O&G EQP SERV1$164<0.1%00.0%不變–
FUNDSprott Focus Trust Inc.COM17$164<0.1%00.0%不變歷史
UBFOUnited Security BancsharesCOM16$169<0.1%+4+33.3%加碼歷史
CBFVCB Financial Services, Inc.COM5$171<0.1%−1−16.7%減碼歷史
CSPICSP IncCOM20$172<0.1%+19+1,900.0%加碼歷史
JILLJ.Jill, Inc.COM15$172<0.1%+3+25.0%加碼歷史
LAKELakeland Industries IncCOM21$172<0.1%+21新進歷史
NTZNatuzzi S P ASPON ADS57$174<0.1%−18−24.0%減碼歷史
VALUValue Line IncCOM5$176<0.1%−2−28.6%減碼歷史
MUXMcEwen Inc.COM NEW9$184<0.1%+9新進歷史
FUNCFirst United CorpCOM5$184<0.1%+3+150.0%加碼歷史
ZVRAZevra Therapeutics, Inc.COM NEW20$185<0.1%+11+122.2%加碼歷史
GRDNGuardian Pharmacy Services, Inc.CL A5$188<0.1%+5新進歷史
TCBXThird Coast Bancshares, Inc.COM5$189<0.1%−23−82.1%減碼歷史
CRMDCorMedix Inc.COM28$190<0.1%+18+180.0%加碼歷史
MAGNMagnera CorpCOM SHS20$190<0.1%+19+1,900.0%加碼歷史
PKEPark Aerospace CorpCOM7$192<0.1%+7新進歷史
GLSIGreenwich LifeSciences, Inc.COM8$192<0.1%+3+60.0%加碼歷史
GOCOGoHealth, Inc.CL A NEW128$192<0.1%+14+12.3%加碼歷史
AIIAmerican Integrity Insurance Group, Inc.COM10$193<0.1%+10新進歷史
QTRXQuanterix CorpCOM55$193<0.1%−168−75.3%減碼歷史
MIAXMiami International Holdings, Inc.COM5$195<0.1%+5新進歷史
BZUNBaozun Inc.SPONSORED ADR82$196<0.1%−26−24.1%減碼歷史
VERAVera Therapeutics, Inc.CL A5$201<0.1%+4+400.0%加碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK24$204<0.1%−50−67.6%減碼歷史
TUSKMammoth Energy Services, Inc.COM84$205<0.1%+76+950.0%加碼歷史
KGEIKolibri Global Energy Inc.COM NEW38$208<0.1%+38新進歷史
NCNacco Industries IncCL A4$208<0.1%+1+33.3%加碼歷史
CBNAChain Bridge Bancorp IncCL A6$209<0.1%00.0%不變歷史
Solana ETF92864M822ETP25$209<0.1%00.0%不變–
ATLCAtlanticus Holdings CorpCOM4$210<0.1%+4新進歷史
TVRDTvardi Therapeutics, Inc.COM67$213<0.1%+62+1,240.0%加碼歷史
FLYXFlyexclusive Inc.COM CL A95$214<0.1%+95新進歷史
SEVNSeven Hills Realty TrustCOM26$214<0.1%+26新進歷史
Capital Group Global Equity14020R107SHS7$215<0.1%00.0%不變–

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