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Livermore
Livermore
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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
EMLEastern CoCOM11$221<0.1%−9−45.0%減碼歷史
OTLYOatly Group ABSPONSORED ADS22$223<0.1%−190−89.6%減碼歷史
LVWRLiveWire Group, Inc.COM136$226<0.1%+124+1,033.3%加碼歷史
METCRamaco Resources, Inc.COM CL A15$232<0.1%+5+50.0%加碼歷史
HNVRHanover Bancorp, Inc.COM11$237<0.1%+1+10.0%加碼歷史
NPCENeuroPace IncCOM18$237<0.1%+18新進歷史
EDNEdenorSPON ADR8$240<0.1%−2−20.0%減碼歷史
GBFHGBank Financial Holdings Inc.COM9$241<0.1%+7+350.0%加碼歷史
MCBMetropolitan Bank Holding Corp.COM3$250<0.1%+3新進歷史
PDLBPonce Financial Group, Inc.COMMON STOCK15$251<0.1%+7+87.5%加碼歷史
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10$254<0.1%00.0%不變歷史
METCBRamaco Resources, Inc.COM CL B25$255<0.1%00.0%不變歷史
PMIPicard Medical, Inc.COM SHS248$259<0.1%+248新進歷史
CTEVClaritev CorpCL A NEW16$261<0.1%+16新進歷史
COOKTraeger, Inc.COM NEW9$261<0.1%+4+82.2%加碼依 1 比 50 拆股換算歷史
XNETXunlei LtdSPONSORED ADS47$261<0.1%+47新進歷史
PRZOParaZero Technologies Ltd.SHS341$263<0.1%00.0%不變歷史
AXGNAxogen, Inc.COM8$265<0.1%+8新進歷史
HBBHamilton Beach Brands Holding CoCOM CL A14$265<0.1%+5+55.6%加碼歷史
EVTLVertical Aerospace Ltd.SHS NEW120$265<0.1%00.0%不變歷史
VUZIVuzix CorpCOM NEW115$266<0.1%+115新進歷史
FCELFuelcell Energy IncCOM NEW41$268<0.1%+41新進歷史
TWINTwin Disc IncCOM18$271<0.1%+18新進歷史
BLFYBlue Foundry BancorpCOM21$278<0.1%+6+40.0%加碼歷史
FLDFold Holdings, Inc.COM CL A211$279<0.1%+211新進歷史
SMHISEACOR Marine Holdings Inc.COM39$279<0.1%+39新進歷史
CTGOContango Silver & Gold Inc.COM15$281<0.1%−3−16.7%減碼歷史
BWMNBowman Consulting Group Ltd.COM10$284<0.1%+5+100.0%加碼歷史
EAFGraftech International LtdCOM NEW42$285<0.1%+42新進歷史
BLFSBiolife Solutions IncCOM NEW15$286<0.1%+15新進歷史
MGTXMeiraGTx Holdings plcCOM33$287<0.1%−39−54.2%減碼歷史
SPRYARS Pharmaceuticals, Inc.COM36$288<0.1%+27+300.0%加碼歷史
BALYBally's CorpCOMMON STOCK30$289<0.1%+6+25.0%加碼歷史
DBVTDBV Technologies S.A.SPONSORED ADS14$292<0.1%−465−97.1%減碼歷史
BRTBRT Apartments Corp.COM22$293<0.1%+21+2,100.0%加碼歷史
EEXEmerald Holding, Inc.COM65$294<0.1%−4−5.8%減碼歷史
BVBrightView Holdings, Inc.COM25$295<0.1%−57−69.5%減碼歷史
ISPRIspire Technology Inc.COM160$295<0.1%+47+41.6%加碼歷史
MGPIMGP Ingredients IncCOM16$295<0.1%+8+100.0%加碼歷史
GOGrocery Outlet Holding Corp.COM42$296<0.1%−81−65.9%減碼歷史
ASICAtegrity Specialty Insurance Co HoldingsCOM15$297<0.1%+5+50.0%加碼歷史
SGRYSurgery Partners, Inc.Stock25$298<0.1%+25新進歷史
GOGOGogo Inc.COM74$298<0.1%+32+76.2%加碼歷史
SBRSabine Royalty TrustUNIT BEN INT4$300<0.1%+4新進歷史
SWIMLatham Group, Inc.COM56$300<0.1%−79−58.5%減碼歷史
SRTAStrata Critical Medical, Inc.CL A COM73$304<0.1%+15+25.9%加碼歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM27$305<0.1%−13−32.5%減碼歷史
XRPZFranklin XRP TrustFRANKLIN XRP ETF21$306<0.1%00.0%不變歷史
CIRCCIRCLE8 Group IncCOM102$308<0.1%+99+3,300.0%加碼歷史
MBLYMobileye Global Inc.Stock45$309<0.1%+22+95.7%加碼歷史
EVIEvi Industries, Inc.COM15$310<0.1%+11+275.0%加碼歷史
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS3$311<0.1%00.0%不變–
DLOdLocal LtdCLASS A COM24$311<0.1%+24新進歷史
AOMRAngel Oak Mortgage REIT, Inc.COM38$313<0.1%+26+216.7%加碼歷史
ECBKECB Bancorp, Inc.COM19$318<0.1%+2+11.8%加碼歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM677$318<0.1%+527+351.3%加碼歷史
COSOCoastalSouth Bancshares, Inc.COM NEW13$319<0.1%+2+18.2%加碼歷史
ATYRaTYR PHARMA INCCOM NEW415$324<0.1%+254+157.8%加碼歷史
WWRWestwater Resources, Inc.COM NEW500$327<0.1%00.0%不變歷史
CIFMFS Intermediate High Income FundSH BEN INT202$327<0.1%00.0%不變歷史
FLGTFulgent Genetics, Inc.COM21$334<0.1%−170−89.0%減碼歷史
ARAIArrive AI Inc.COM NEW420$336<0.1%+329+361.5%加碼歷史
FBYDFalcon's Beyond Global, Inc.COM CL A24$338<0.1%+24新進歷史
LFTLument Finance Trust, Inc.COM272$342<0.1%+237+677.1%加碼歷史
JCAPJefferson Capital, Inc.COM18$345<0.1%+11+157.1%加碼歷史
ATEXAnterix Inc.COM9$345<0.1%+5+125.0%加碼歷史
AEYEAudioeye IncCOM NEW55$350<0.1%−29−34.5%減碼歷史
AGYSAgilysys IncCOM5$355<0.1%+5新進歷史
MCHBMechanics BancorpCL A24$355<0.1%−133−84.7%減碼歷史
INSGInseego Corp.COM32$355<0.1%+5+18.5%加碼歷史
IKTInhibikase Therapeutics, Inc.COM NEW213$357<0.1%+209+5,225.0%加碼歷史
NAVNNavan, Inc.CL A27$357<0.1%−6−18.2%減碼歷史
BELFABel Fuse IncCL A2$360<0.1%+1+100.0%加碼歷史
AMLXAmylyx Pharmaceuticals, Inc.COM26$361<0.1%+1+4.0%加碼歷史
TBRGTruBridge, Inc.COM25$366<0.1%+25新進歷史
SIBNSI-BONE, Inc.COM30$379<0.1%−6−16.7%減碼歷史
SNDSmart Sand, Inc.COM74$379<0.1%+74新進歷史
XPOFXponential Fitness, Inc.COM CL A63$379<0.1%−92−59.4%減碼歷史
BEAMBeam Therapeutics Inc.COM16$381<0.1%+4+33.3%加碼歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES12$384<0.1%+4+50.0%加碼歷史
SVIISpring Valley Acquisition Corp. IICLASS A ORD50$384<0.1%+50新進歷史
AUDCAudiocodes LtdORD46$386<0.1%−150−76.5%減碼歷史
PEBKPeoples Bancorp of North Carolina IncCOM10$391<0.1%+3+42.9%加碼歷史
FHTXFoghorn Therapeutics Inc.COM82$392<0.1%+7+9.3%加碼歷史
GSITGsi Technology IncCOM77$396<0.1%+77新進歷史
FCAPFirst Capital IncCOM8$397<0.1%00.0%不變歷史
FDMT4D Molecular Therapeutics, Inc.COM43$401<0.1%+11+34.4%加碼歷史
EGANEGAIN CorpCOM NEW51$403<0.1%+12+30.8%加碼歷史
GLIBKLiberty Capital CorpSER C GCI GROUP11$409<0.1%−29−72.5%減碼歷史
WEYSWeyco Group IncCOM13$416<0.1%+10+333.3%加碼歷史
JAKKJakks Pacific IncCOM NEW21$418<0.1%00.0%不變歷史
BETRBetter Home & Finance Holding CoCOM NEW CL A12$427<0.1%+3+33.3%加碼歷史
DOUGDouglas Elliman Inc.COM264$434<0.1%+230+676.5%加碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$434<0.1%00.0%不變–
FSUNFirstsun Capital BancorpCOM12$438<0.1%−5−29.4%減碼歷史
NODKNI Holdings, Inc.COM34$439<0.1%−4−10.5%減碼歷史
BOEBlackRock Enhanced Global Dividend TrustCOM41$445<0.1%+41新進歷史
CEVACeva IncCOM24$448<0.1%+19+380.0%加碼歷史
ASURAsure Software IncCOM52$448<0.1%+33+173.7%加碼歷史
MECMayville Engineering Company, Inc.COM25$449<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