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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
GNEGenie Energy Ltd.CL B32$452<0.1%−125−79.6%減碼歷史
OGIOrganigram Global Inc.COM337$452<0.1%00.0%不變歷史
BHBBar Harbor BanksharesCOM14$454<0.1%+5+55.6%加碼歷史
HYMCHycroft Mining Holding CorpCL A NEW13$458<0.1%+13新進歷史
FXNCFirst National CorpCOM17$459<0.1%+14+466.7%加碼歷史
LUCDLucid Diagnostics Inc.COM399$459<0.1%+399新進歷史
AISPAirship AI Holdings, Inc.COM204$461<0.1%+105+106.1%加碼歷史
MTLSMaterialise NVSPONSORED ADS94$464<0.1%00.0%不變歷史
AMPHAmphastar Pharmaceuticals, Inc.COM24$470<0.1%−66−73.3%減碼歷史
STROSutro Biopharma, Inc.COM19$473<0.1%−12−38.7%減碼歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS12$477<0.1%+5+71.4%加碼歷史
VOXRVox Royalty Corp.COM92$482<0.1%+17+22.7%加碼歷史
ARAYAccuray IncCOM1,247$484<0.1%+1,199+2,497.9%加碼歷史
KRUSKura Sushi USA, Inc.CL A COM7$488<0.1%+6+600.0%加碼歷史
CSTLCastle Biosciences IncCOM20$491<0.1%−8−28.6%減碼歷史
AVIRAtea Pharmaceuticals, Inc.COM91$491<0.1%−56,891−99.8%減碼歷史
TKNOAlpha Teknova, Inc.COM170$492<0.1%+170新進歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$494<0.1%00.0%不變–
MDVModiv Industrial, Inc.COM STK CL C35$500<0.1%+11+45.8%加碼歷史
GPMTGranite Point Mortgage Trust Inc.COM STK346$502<0.1%−40−10.4%減碼歷史
AFRIForafric Global PLCORDINARY SHARES52$502<0.1%+6+13.0%加碼歷史
USAUU.S. Gold Corp.COM NEW33$502<0.1%+33新進歷史
GameStop Corp Class36467W117*W EXP 10/30/202130$502<0.1%+5+4.0%加碼–
Thrivent ETF Trust88588G406SMALL CAP VALUE18$503<0.1%00.0%不變–
SBFGSB Financial Group, Inc.COM24$504<0.1%−1−4.0%減碼歷史
BQBoqii Holding LtdCOM SHS CL A664$508<0.1%00.0%不變歷史
TZOOTravelzooCOM NEW86$509<0.1%−184−68.1%減碼歷史
FFAIFaraday Future Intelligent Electric Inc.COM NEW CL A1,885$518<0.1%+1,885新進歷史
ISTRInvestar Holding CorpCOM19$518<0.1%+9+90.0%加碼歷史
PMTSCPI Card Group Inc.COM NEW36$522<0.1%+14+63.6%加碼歷史
AVTXAvalo Therapeutics, Inc.COM NEW35$523<0.1%+35新進歷史
PAMTPamt CorpCOM62$524<0.1%+51+463.6%加碼歷史
GBTGGlobal Business Travel Group, Inc.COM CL A94$525<0.1%−47−33.3%減碼歷史
NOAHNoah Holdings LtdSPON ADS53$525<0.1%00.0%不變歷史
GLDDGreat Lakes Dredge & Dock CORPCOM31$527<0.1%−245−88.8%減碼歷史
HSHPHimalaya Shipping Ltd.ORD SHS40$532<0.1%−4−9.1%減碼歷史
COFSChoiceone Financial Services IncCOM19$534<0.1%+10+111.1%加碼歷史
SPOKSpok Holdings, IncCOM49$535<0.1%+1+2.1%加碼歷史
NKSHNational Bankshares IncCOM15$546<0.1%+4+36.4%加碼歷史
CLPRClipper Realty Inc.COM181$547<0.1%+21+13.1%加碼歷史
GWRSGlobal Water Resources, Inc.COM73$555<0.1%+16+28.1%加碼歷史
CMTCore Molding Technologies IncCOM25$560<0.1%00.0%不變歷史
FRAFFranklin Financial Services CorpCOM11$562<0.1%+2+22.2%加碼歷史
FSPFranklin Street Properties CorpCOM848$564<0.1%+736+657.1%加碼歷史
PXEDPhoenix Education Partners, Inc.COM18$566<0.1%+18新進歷史
EPMEvolution Petroleum CorpCOM124$569<0.1%+112+933.3%加碼歷史
VALNValneva SESPONSORED ADS91$569<0.1%−7−7.1%減碼歷史
TSEOQTrinseo PLCCOM5,430$570<0.1%+345+6.8%加碼歷史
STXSStereotaxis, Inc.COM NEW310$571<0.1%−12−3.7%減碼歷史
ACNTAscent Industries Co.COM43$571<0.1%+11+34.4%加碼歷史
AAPGAscentage Pharma Group InternationalSPONSORED ADS24$573<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK69$574<0.1%+5+7.8%加碼歷史
ACNBAcnb CorpCOM12$574<0.1%+6+100.0%加碼歷史
LTBRLIGHTBRIDGE CorpCOM54$575<0.1%+5+10.2%加碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX2$576<0.1%+1+100.0%加碼–
NNDMNano Dimension Ltd.SPONSORD ADS NEW339$576<0.1%00.0%不變歷史
CRDFCardiff Oncology, Inc.COM355$576<0.1%+355新進歷史
ETF Ser Solutions26922A404VIDENT INTL EQ16$578<0.1%00.0%不變–
TBITrueBlue, Inc.COM148$579<0.1%+96+184.6%加碼歷史
MPBMid Penn Bancorp IncCOM18$579<0.1%+12+200.0%加碼歷史
NMRANeumora Therapeutics, Inc.COM298$582<0.1%−21−6.6%減碼歷史
BOWBowhead Specialty Holdings Inc.COM SHS26$583<0.1%−707−96.5%減碼歷史
TECXTectonic Therapeutic, Inc.COM19$588<0.1%+17+850.0%加碼歷史
NVECNve CorpCOM NEW9$590<0.1%−1−10.0%減碼歷史
Subversive Congressional Democrats Trading ETF886364199ETF14$591<0.1%+13+1,300.0%加碼–
SAMGSilvercrest Asset Management Group Inc.CL A44$592<0.1%+27+158.8%加碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$595<0.1%00.0%不變–
OPENOpendoor Technologies Inc.COM128$599<0.1%+128新進歷史
ASPSAltisource Portfolio Solutions S.A.SHS NEW94$599<0.1%00.0%不變歷史
ALHAlliance Laundry Holdings Inc.COM29$602<0.1%+29新進歷史
RMNIRimini Street, Inc.COM184$604<0.1%+48+35.3%加碼歷史
iShares Tr46434V878ULTRA SHORT DUR12$607<0.1%+10+500.0%加碼–
CAICaris Life Sciences, Inc.COM34$608<0.1%+34新進歷史
ABEOAbeona Therapeutics Inc.COM NEW136$609<0.1%+136新進歷史
ABUSArbutus Biopharma CorpCOM136$613<0.1%+17+14.3%加碼歷史
CURICuriosityStream Inc.COM CL A209$619<0.1%−2−0.9%減碼歷史
SEATVivid Seats Inc.COM CL A105$621<0.1%+94+854.5%加碼歷史
AVBPArriVent BioPharma, Inc.COM27$623<0.1%+16+145.5%加碼歷史
PRSUPursuit Attractions & Hospitality, Inc.COM17$623<0.1%+5+41.7%加碼歷史
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS20$624<0.1%00.0%不變歷史
LMBLimbach Holdings, Inc.COM8$624<0.1%+8新進歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$628<0.1%00.0%不變–
SPCEVirgin Galactic Holdings, IncStock259$629<0.1%−9−3.4%減碼歷史
TSHATaysha Gene Therapies, Inc.COM SHS141$630<0.1%+50+54.9%加碼歷史
BWFGBankwell Financial Group, Inc.COM13$631<0.1%+7+116.7%加碼歷史
FLWS1 800 Flowers Com IncCL A210$637<0.1%+210新進歷史
SPDR Series Trust78468R408ST TERM HIGH ETF26$638<0.1%−1−3.7%減碼–
KROKronos Worldwide IncCOM97$638<0.1%+79+438.9%加碼歷史
MAXNQMaxeon Solar Technologies, Ltd.Stock424$640<0.1%+424新進歷史
FBLAFB Bancorp, Inc.COM47$646<0.1%+21+80.8%加碼歷史
POWWOutdoor Holding CoCOM323$648<0.1%+161+99.4%加碼歷史
DCTHDelcath Systems, Inc.COM NEW70$650<0.1%+70新進歷史
IQiQIYI, Inc.SPONSORED ADS482$650<0.1%+95+24.5%加碼歷史
OPALOPAL Fuels Inc.CLASS A COM258$650<0.1%−23−8.2%減碼歷史
VanEck ETF Trust92189H201INTRMDT MUNI ETF14$653<0.1%+14新進–
AVBHAvidbank Holdings, Inc.COM23$657<0.1%+23新進歷史
CARSCars.com Inc.COM81$658<0.1%00.0%不變歷史
HUYAHUYA Inc.ADS REP SHS A201$663<0.1%00.0%不變歷史
PCYOPure Cycle CorpCOM NEW66$663<0.1%+41+164.0%加碼歷史
GLIBALiberty Capital CorpSER A GCI GROUP18$664<0.1%+11+157.1%加碼歷史

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