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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
ARLPAlliance Resource Partners LPStock1,002$2.77 萬<0.1%+23+2.3%加碼歷史
NBBKNB Bancorp, Inc.COM1,315$2.77 萬<0.1%+29+2.3%加碼歷史
LCIDLucid Group, Inc.Stock2,914$2.78 萬<0.1%+2,740+1,574.7%加碼歷史
ETOReToro Group Ltd.SHS CL A926$2.78 萬<0.1%+727+365.3%加碼歷史
HGHamilton Insurance Group, Ltd.CL B935$2.79 萬<0.1%+30+3.3%加碼歷史
KRYSKrystal Biotech, Inc.COM108$2.79 萬<0.1%+33+44.0%加碼歷史
CMCOColumbus McKinnon CorpCOM1,924$2.80 萬<0.1%+183+10.5%加碼歷史
CATYCathay General BancorpCOM561$2.80 萬<0.1%+104+22.8%加碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A1,278$2.80 萬<0.1%+900+238.1%加碼歷史
STKLSunOpta Inc.COM4,333$2.81 萬<0.1%−157−3.5%減碼歷史
UNFUnifirst CorpCOM112$2.82 萬<0.1%+2+1.8%加碼歷史
BAKBraskem SASP ADR PFD A7,704$2.82 萬<0.1%−875−10.2%減碼歷史
ONDSOndas Inc.COM NEW3,120$2.82 萬<0.1%+3,063+5,373.7%加碼歷史
TECHBIO-TECHNE CorpCOM540$2.82 萬<0.1%+39+7.8%加碼歷史
PSTLPostal Realty Trust, Inc.CL A1,527$2.83 萬<0.1%+61+4.2%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW3,040$2.85 萬<0.1%+986+48.0%加碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS1,500$2.85 萬<0.1%00.0%不變–
iShares Tr46435G102CONV BD ETF280$2.85 萬<0.1%−42−13.0%減碼–
Dimensional ETF Trust25434V757EMERGING MKTS HI846$2.86 萬<0.1%+846新進–
RLAYRelay Therapeutics, Inc.COM2,876$2.86 萬<0.1%+665+30.1%加碼歷史
Ea Series Trust02072L680STRIVE 500 ETF684$2.87 萬<0.1%00.0%不變–
CMPCompass Minerals International IncStock1,231$2.87 萬<0.1%−66−5.1%減碼歷史
CCUUnited Breweries Co IncSPONSORED ADR2,536$2.88 萬<0.1%+347+15.9%加碼歷史
GFFGriffon CorpCOM397$2.89 萬<0.1%−100−20.1%減碼歷史
EQXEquinox Gold Corp.COM1,997$2.89 萬<0.1%+982+96.7%加碼歷史
BTGB2GOLD CorpCOM6,382$2.89 萬<0.1%+985+18.3%加碼歷史
SMRNuscale Power CorpCL A COM2,668$2.89 萬<0.1%+504+23.3%加碼歷史
AIRAar CorpStock265$2.90 萬<0.1%+19+7.7%加碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS2,788$2.91 萬<0.1%+908+48.3%加碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR1,265$2.91 萬<0.1%+264+26.4%加碼歷史
NVRNVR IncCOM4$2.91 萬<0.1%−5−55.6%減碼歷史
NEOGNeogen CorpCOM3,141$2.92 萬<0.1%+184+6.2%加碼歷史
VRNSVaronis Systems IncCOM1,360$2.92 萬<0.1%+839+161.0%加碼歷史
MNDYmonday.com Ltd.SHS425$2.94 萬<0.1%+354+498.6%加碼歷史
STELStellar Bancorp, Inc.COM805$2.95 萬<0.1%+46+6.1%加碼歷史
American Centy ETF Tr025072885US EQT ETF266$2.96 萬<0.1%−488−64.7%減碼–
AVAVAeroVironment IncCOM162$2.97 萬<0.1%−3−1.8%減碼歷史
SMBKSmartfinancial Inc.COM NEW760$2.97 萬<0.1%−9−1.2%減碼歷史
QTTBQ32 Bio Inc.COM4,640$2.98 萬<0.1%00.0%不變歷史
AMPYAmplify Energy Corp.COM4,780$2.98 萬<0.1%−379−7.3%減碼歷史
TRINTrinity Capital Inc.COM2,034$2.99 萬<0.1%+78+4.0%加碼歷史
JOBYJoby Aviation, Inc.COMMON STOCK3,623$2.99 萬<0.1%+523+16.9%加碼歷史
ANDEAndersons, Inc.COM419$3.01 萬<0.1%+133+46.5%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD528$3.01 萬<0.1%00.0%不變歷史
PFBCPreferred BankCOM NEW333$3.02 萬<0.1%+34+11.4%加碼歷史
Capital Group International14021M107SHS893$3.02 萬<0.1%+893新進–
LBRDALiberty Broadband CorpCOM SER A602$3.02 萬<0.1%+321+114.2%加碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ425$3.03 萬<0.1%−1−0.2%減碼–
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,272$3.04 萬<0.1%+12+1.0%加碼–
ICLICL Group Ltd.SHS5,890$3.04 萬<0.1%−479−7.5%減碼歷史
NESRNational Energy Services Reunited Corp.SHS1,420$3.05 萬<0.1%+194+15.8%加碼歷史
CARTMaplebear Inc.COM814$3.05 萬<0.1%−812−49.9%減碼歷史
Innovator ETFs Trust45782C342US SML CP PWR ET843$3.06 萬<0.1%00.0%不變–
EDUNew Oriental Education & Technology Group Inc.SPON ADR540$3.06 萬<0.1%+279+106.9%加碼歷史
SXTSensient Technologies CorpCOM355$3.07 萬<0.1%+57+19.1%加碼歷史
TDOCTeladoc Health, Inc.COM5,657$3.08 萬<0.1%+4,945+694.5%加碼歷史
Global X FDS37954Y327GLBX MSCI COLUM782$3.09 萬<0.1%+782新進–
AALAmerican Airlines Group Inc.Stock2,884$3.10 萬<0.1%−1,392−32.6%減碼歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM2,552$3.10 萬<0.1%00.0%不變歷史
MIRMMirum Pharmaceuticals, Inc.COM336$3.10 萬<0.1%−114−25.3%減碼歷史
TNKTeekay Tankers Ltd.CL A424$3.11 萬<0.1%−2−0.5%減碼歷史
CROXCrocs, Inc.COM376$3.12 萬<0.1%−776−67.4%減碼歷史
Listed FD Tr53656F383SPEAR ALPHA ETF878$3.13 萬<0.1%−924−51.3%減碼–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$3.13 萬<0.1%00.0%不變歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A652$3.14 萬<0.1%+106+19.4%加碼歷史
OSBCOld Second Bancorp IncCOM1,562$3.15 萬<0.1%−42−2.6%減碼歷史
ITGRInteger Holdings CorpCOM360$3.17 萬<0.1%+117+48.1%加碼歷史
TPGTPG Inc.COM CL A783$3.17 萬<0.1%+108+16.0%加碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM467$3.17 萬<0.1%+90+23.9%加碼–
iShares Tr46429B499MSCI NORWAY ETF859$3.17 萬<0.1%+859新進–
iShares Tr464287341GLOBAL ENERG ETF551$3.17 萬<0.1%−73−11.7%減碼–
NBTBNBT Bancorp IncCOM746$3.18 萬<0.1%+207+38.4%加碼歷史
SKYWSkywest IncCOM346$3.18 萬<0.1%−27−7.2%減碼歷史
LYTSLsi Industries IncCOM1,711$3.18 萬<0.1%−318−15.7%減碼歷史
MSBIMidland States Bancorp, Inc.COM1,429$3.19 萬<0.1%+40+2.9%加碼歷史
AVNSAvanos Medical, Inc.Stock2,276$3.19 萬<0.1%−220−8.8%減碼歷史
PDPagerDuty, Inc.COM5,136$3.19 萬<0.1%+4,147+419.3%加碼歷史
HOMBHome Bancshares IncCOM1,189$3.20 萬<0.1%+63+5.6%加碼歷史
PFSProvident Financial Services IncCOM1,518$3.21 萬<0.1%−163−9.7%減碼歷史
NEXTNextDecade CorpCOM4,205$3.22 萬<0.1%+3,161+302.8%加碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,718$3.22 萬<0.1%−280−14.0%減碼歷史
SPSCSPS Commerce IncCOM580$3.23 萬<0.1%−554−48.9%減碼歷史
HGTYHagerty, Inc.CL A COM3,072$3.23 萬<0.1%+1,591+107.4%加碼歷史
ETHWBitwise Ethereum ETFSHS2,164$3.25 萬<0.1%+970+81.2%加碼歷史
CMPXCompass Therapeutics, Inc.COM6,142$3.25 萬<0.1%+1,772+40.5%加碼歷史
BTUPeabody Energy CorpCOM987$3.25 萬<0.1%+99+11.1%加碼歷史
INSPInspire Medical Systems, Inc.COM632$3.26 萬<0.1%+580+1,115.4%加碼歷史
KURAKura Oncology, Inc.COM4,010$3.26 萬<0.1%−1,732−30.2%減碼歷史
UNFIUnited Natural Foods IncCOM725$3.27 萬<0.1%−161−18.2%減碼歷史
KIOKKR Income Opportunities FundCOM2,971$3.27 萬<0.1%00.0%不變歷史
ProShares Tr74349Y498ULTRA XRP ETF8,888$3.28 萬<0.1%+8,888新進–
Fidelity Covington Trust316092113ENHANCED LARGE904$3.28 萬<0.1%+833+1,173.2%加碼–
CBTCabot CorpCOM436$3.28 萬<0.1%+57+15.0%加碼歷史
SBSISouthside Bancshares IncCOM1,058$3.29 萬<0.1%+71+7.2%加碼歷史
HRLHormel Foods CorpCOM1,455$3.30 萬<0.1%+531+57.5%加碼歷史
VETVermilion Energy Inc.COM2,397$3.30 萬<0.1%+1,714+251.0%加碼歷史
CRKComstock Resources IncCOM1,568$3.31 萬<0.1%+371+31.0%加碼歷史
BMIBadger Meter IncCOM217$3.31 萬<0.1%−2−0.9%減碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,442$3.31 萬<0.1%−484−25.1%減碼–
ANLAdlai Nortye Group Ltd.ADS4,794$3.32 萬<0.1%00.0%不變歷史

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