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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
TSBKTimberland Bancorp IncCOM522$2.06 萬<0.1%+8+1.6%加碼歷史
MRTNMarten Transport LtdCOM1,570$2.06 萬<0.1%+695+79.4%加碼歷史
MMIMarcus & Millichap, Inc.COM777$2.07 萬<0.1%+113+17.0%加碼歷史
MSEXMiddlesex Water CoCOM397$2.07 萬<0.1%+374+1,626.1%加碼歷史
DAVEDave Inc.CLASS A COM NEW119$2.07 萬<0.1%+27+29.3%加碼歷史
SPHRSphere Entertainment Co.CL A177$2.08 萬<0.1%+99+126.9%加碼歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF544$2.08 萬<0.1%+16+3.0%加碼–
COURCoursera, Inc.COM3,581$2.08 萬<0.1%+2,801+359.1%加碼歷史
HURNHuron Consulting Group Inc.Stock164$2.09 萬<0.1%−43−20.8%減碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,683$2.09 萬<0.1%+68+4.2%加碼歷史
PRKPark National CorpCOM128$2.09 萬<0.1%−13−9.2%減碼歷史
iShares Tr464288521CRE U S REIT ETF355$2.10 萬<0.1%+50+16.4%加碼–
LILALiberty Latin America Ltd.COM CL A2,437$2.11 萬<0.1%+2,038+510.8%加碼歷史
TFIITFI International Inc.COM194$2.11 萬<0.1%+68+54.0%加碼歷史
TKTeekay Corp LtdSHS1,732$2.11 萬<0.1%−235−11.9%減碼歷史
PRGSProgress Software CorpCOM825$2.12 萬<0.1%+619+300.5%加碼歷史
PKSTPeakstone Realty TrustCommon Stock1,014$2.12 萬<0.1%−84−7.7%減碼歷史
UEUrban Edge PropertiesCOM1,063$2.12 萬<0.1%−1−0.1%減碼歷史
Fidelity Covington Trust316092824LOW VOLITY ETF329$2.12 萬<0.1%+51+18.3%加碼–
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF503$2.13 萬<0.1%+7+1.4%加碼–
DMCDel Monte CorpORD530$2.13 萬<0.1%−166−23.9%減碼歷史
SAILSailPoint, Inc.COM1,612$2.13 萬<0.1%+1,417+726.7%加碼歷史
HHyatt Hotels CorpCOM CL A149$2.14 萬<0.1%+10+7.2%加碼歷史
MVSTMicrovast Holdings, Inc.COM14,296$2.14 萬<0.1%+704+5.2%加碼歷史
UVSPUnivest Financial CorpCOM626$2.14 萬<0.1%+25+4.2%加碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG747$2.15 萬<0.1%−71−8.7%減碼–
MRNAModerna, Inc.Stock424$2.15 萬<0.1%+80+23.3%加碼歷史
UUnity Software Inc.COM983$2.16 萬<0.1%+175+21.7%加碼歷史
GEFGreif, IncCL A322$2.16 萬<0.1%−338−51.2%減碼歷史
SNCYSun Country Airlines Holdings, LLCCOM1,309$2.16 萬<0.1%+48+3.8%加碼歷史
ENLTEnlight Renewable Energy Ltd.SHS318$2.17 萬<0.1%+129+68.3%加碼歷史
GRALGRAIL, Inc.COM421$2.18 萬<0.1%−100−19.2%減碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I246$2.18 萬<0.1%−27−9.9%減碼歷史
DUOLDuolingo, Inc.CL A COM222$2.19 萬<0.1%−162−42.2%減碼歷史
NBISNebius Group N.V.Stock211$2.19 萬<0.1%+206+4,120.0%加碼歷史
TCBKTrico BancsharesCOM461$2.19 萬<0.1%−59−11.3%減碼歷史
GTLSChart Industries IncCOM106$2.19 萬<0.1%+21+24.7%加碼歷史
BANDBandwidth Inc.COM CL A1,231$2.19 萬<0.1%+39+3.3%加碼歷史
ASANAsana, Inc.CL A3,430$2.20 萬<0.1%+2,669+350.7%加碼歷史
GTXGarrett Motion Inc.Stock1,209$2.20 萬<0.1%+422+53.6%加碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH825$2.20 萬<0.1%−80−8.8%減碼–
BROSDutch Bros Inc.CL A435$2.20 萬<0.1%+299+219.9%加碼歷史
INVAInnoviva, Inc.COM946$2.20 萬<0.1%−6−0.6%減碼歷史
NMRKNewmark Group, Inc.CL A1,474$2.21 萬<0.1%+273+22.7%加碼歷史
CLDTChatham Lodging TrustCOM2,809$2.21 萬<0.1%−43−1.5%減碼歷史
PLTKPlaytika Holding Corp.COM7,964$2.21 萬<0.1%−4,138−34.2%減碼歷史
CALYCallaway Golf CoCOM1,596$2.22 萬<0.1%+24+1.5%加碼歷史
MATVMativ Holdings, Inc.COM2,547$2.22 萬<0.1%−90−3.4%減碼歷史
HRTGHeritage Insurance Holdings, Inc.COM845$2.22 萬<0.1%−344−28.9%減碼歷史
OGNOrganon & Co.Stock3,720$2.23 萬<0.1%−67−1.8%減碼歷史
Townebank Portsmouth Va89214P109COM663$2.23 萬<0.1%+30+4.7%加碼–
Northern LTS FD Tr IV66538H278MAIN THEMATC IN968$2.24 萬<0.1%+478+97.6%加碼–
RVMDRevolution Medicines, Inc.COM232$2.26 萬<0.1%+92+65.7%加碼歷史
NFBKNorthfield Bancorp, Inc.COM1,668$2.26 萬<0.1%+86+5.4%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM668$2.26 萬<0.1%−79−10.6%減碼歷史
GSHDGoosehead Insurance, Inc.COM CL A530$2.26 萬<0.1%+409+338.0%加碼歷史
DORMDorman Products, Inc.COM217$2.26 萬<0.1%−15−6.5%減碼歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH268$2.27 萬<0.1%−44−14.1%減碼–
WisdomTree Tr97717W703INTL EQUITY FD325$2.27 萬<0.1%00.0%不變–
OBKOrigin Bancorp, Inc.COM548$2.27 萬<0.1%+79+16.8%加碼歷史
LOCOEl Pollo Loco Holdings, Inc.COM1,640$2.27 萬<0.1%+59+3.7%加碼歷史
UECUranium Energy CorpCOM1,686$2.28 萬<0.1%+268+18.9%加碼歷史
REXRex American Resources CorpCOM500$2.28 萬<0.1%+99+24.7%加碼歷史
AROWArrow Financial CorpCOM679$2.28 萬<0.1%+17+2.6%加碼歷史
VACMarriott Vacations Worldwide CorpCOM351$2.29 萬<0.1%−53−13.1%減碼歷史
HBNCHorizon Bancorp IncCOM1,381$2.29 萬<0.1%−285−17.1%減碼歷史
MCRIMonarch Casino & Resort IncCOM240$2.29 萬<0.1%+75+45.5%加碼歷史
BMBLBumble Inc.COM CL A7,039$2.29 萬<0.1%+4,975+241.0%加碼歷史
VVXV2X, Inc.COM335$2.29 萬<0.1%+13+4.0%加碼歷史
CACCamden National CorpCOM484$2.30 萬<0.1%+11+2.3%加碼歷史
UTLUnitil CorpCOM442$2.31 萬<0.1%+53+13.6%加碼歷史
WisdomTree Tr97717Y329GLOBAL DEFENSE705$2.31 萬<0.1%+705新進–
LEGLeggett & Platt IncStock2,341$2.31 萬<0.1%−399−14.6%減碼歷史
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY549$2.31 萬<0.1%−977−64.0%減碼–
NPKINPK International Inc.COM SHS1,605$2.33 萬<0.1%+77+5.0%加碼歷史
VREVeris Residential, Inc.COM1,234$2.33 萬<0.1%−8−0.6%減碼歷史
GMEGameStop Corp.Stock1,011$2.33 萬<0.1%+209+26.1%加碼歷史
RGCRegencell Bioscience Holdings LtdORDINARY SHARES918$2.33 萬<0.1%+368+66.9%加碼歷史
DEIDouglas Emmett IncCOM2,485$2.34 萬<0.1%+769+44.8%加碼歷史
IOTSamsara Inc.Stock739$2.34 萬<0.1%+522+240.6%加碼歷史
FIZZNational Beverage CorpCOM697$2.35 萬<0.1%+433+164.0%加碼歷史
CMBTCmb.tech NVSHS1,856$2.35 萬<0.1%+224+13.7%加碼歷史
SCLStepan CoCOM470$2.35 萬<0.1%+107+29.5%加碼歷史
SAROStandardAero, Inc.COM911$2.35 萬<0.1%+90+11.0%加碼歷史
WENWendy's CoStock3,388$2.35 萬<0.1%−6,778−66.7%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A464$2.36 萬<0.1%+109+30.7%加碼歷史
ECVTEcovyst Inc.COM1,833$2.36 萬<0.1%+272+17.4%加碼歷史
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL822$2.36 萬<0.1%+820+41,000.0%加碼–
AQNAlgonquin Power & Utilities Corp.COM3,846$2.36 萬<0.1%+1,614+72.3%加碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C553$2.36 萬<0.1%+157+39.6%加碼歷史
KRGKite Realty Group TrustCOM NEW962$2.36 萬<0.1%+295+44.2%加碼歷史
ICUIIcu Medical IncCOM183$2.36 萬<0.1%+15+8.9%加碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG731$2.37 萬<0.1%+87+13.5%加碼歷史
SNDXSyndax Pharmaceuticals IncCOM1,015$2.37 萬<0.1%+28+2.8%加碼歷史
CXCemex SAB de CVSPON ADR NEW2,080$2.38 萬<0.1%+1,075+107.0%加碼歷史
PAYPaymentus Holdings, Inc.Stock940$2.39 萬<0.1%+805+596.3%加碼歷史
BGCBGC Group, Inc.CL A2,443$2.39 萬<0.1%+1,171+92.1%加碼歷史
HPKHighPeak Energy, Inc.COM3,465$2.39 萬<0.1%+2,710+358.9%加碼歷史
GRBKGreen Brick Partners, Inc.COM371$2.39 萬<0.1%+21+6.0%加碼歷史
FBPFirst BancorpCOM NEW1,123$2.40 萬<0.1%−309−21.6%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