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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
EFSIEagle Financial Services IncCOM19$665<0.1%−7−26.9%減碼歷史
IVVDInvivyd, Inc.COM514$668<0.1%00.0%不變歷史
CRD.ACrawford & CoCL A67$669<0.1%+15+28.8%加碼歷史
ORGOOrganogenesis Holdings Inc.COM283$670<0.1%+238+528.9%加碼歷史
CTLPCantaloupe, Inc.COM62$671<0.1%−86−58.1%減碼歷史
HRTXHeron Therapeutics, Inc.COM840$672<0.1%+199+31.0%加碼歷史
IMMRImmersion CorpCOM123$672<0.1%+123新進歷史
TALKTalkspace, Inc.COM130$673<0.1%+102+364.3%加碼歷史
USGOU.S. GoldMining Inc.COM58$674<0.1%+56+2,800.0%加碼歷史
BRSLBrightstar Lottery PLCSHS USD53$676<0.1%−797−93.8%減碼歷史
TARAProtara Therapeutics, Inc.COM STK130$678<0.1%+130新進歷史
LARLithium Argentina AGStock102$681<0.1%−7−6.4%減碼歷史
ESCAEscalade IncCOM40$686<0.1%00.0%不變歷史
Schwab Strategic Tr808524649MUN BD ETF27$692<0.1%+27新進–
RGCORGC Resources IncCOM32$705<0.1%+4+14.3%加碼歷史
USCBUscb Financial Holdings, Inc.CLASS A COM38$705<0.1%+7+22.6%加碼歷史
STGSunlands Technology GroupSPONSRD ADS NEW202$709<0.1%−290−58.9%減碼歷史
LEGHLegacy Housing CorpCOM35$715<0.1%+35新進歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM53$716<0.1%+2+3.9%加碼歷史
KSCPKnightscope, Inc.CL A NEW172$717<0.1%00.0%不變歷史
NXDTNexpoint Diversified Real Estate TrustCOM NEW154$719<0.1%+65+73.0%加碼歷史
ZVIAZevia PBCCL A615$720<0.1%+615新進歷史
FOXFFox Factory Holding CorpCOM44$725<0.1%+44新進歷史
HSAIHesai GroupSPONSORED ADS38$726<0.1%+38新進歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK34$730<0.1%+24+240.0%加碼歷史
TTECTTEC Holdings, Inc.COM292$731<0.1%+291+29,100.0%加碼歷史
AKBAAkebia Therapeutics, Inc.COM527$732<0.1%+527新進歷史
MPAAMotorcar Parts of America IncCOM67$741<0.1%−19−22.1%減碼歷史
HOSHornbeck Offshore Services, Inc.Stock75$742<0.1%+39+108.3%加碼歷史
CCRNCross Country Healthcare IncCOM79$743<0.1%+79新進歷史
FFFutureFuel Corp.COM193$743<0.1%+47+32.2%加碼歷史
HCATHealth Catalyst, Inc.COM587$745<0.1%+566+2,695.2%加碼歷史
MBXMBX Biosciences, Inc.COM25$746<0.1%00.0%不變歷史
GENCGencor Industries IncCOM50$750<0.1%+7+16.3%加碼歷史
CZWICitizens Community Bancorp Inc.COM38$752<0.1%+8+26.7%加碼歷史
LFVNLifevantage CorpCOM NEW175$757<0.1%+152+660.9%加碼歷史
TNYATenaya Therapeutics, Inc.COM1,099$761<0.1%−442−28.7%減碼歷史
OSUROrasure Technologies IncCOM255$765<0.1%+225+750.0%加碼歷史
ARHSArhaus, Inc.COM CL A113$766<0.1%−130−53.5%減碼歷史
SNBRQSleep Number CorpCOM427$767<0.1%−5−1.2%減碼歷史
LULufax Holding LtdSPONSORED ADR411$768<0.1%−369−47.3%減碼歷史
GERNGeron CorpCOM517$770<0.1%+114+28.3%加碼歷史
FMAOFarmers & Merchants Bancorp IncCOM30$770<0.1%+3+11.1%加碼歷史
INSEInspired Entertainment, Inc.COM108$771<0.1%+18+20.0%加碼歷史
VOYGVoyager Technologies, Inc.COM CL A33$773<0.1%+33新進歷史
SPWRSunPower Inc.COM612$777<0.1%+612新進歷史
BFLYButterfly Network, Inc.COM CL A193$780<0.1%−1,307−87.1%減碼歷史
IIIInformation Services Group Inc.COM203$780<0.1%+142+232.8%加碼歷史
Global X FDS37960A735GBL X BLOCKCHAIN14$782<0.1%−8−36.4%減碼–
YQ17 Education & Technology Group Inc.SPONSORED ADR434$786<0.1%−269−38.3%減碼歷史
PLAYDave & Buster's Entertainment, Inc.COM73$790<0.1%+54+284.2%加碼歷史
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$795<0.1%00.0%不變–
MASS908 Devices Inc.COM130$795<0.1%+10+8.3%加碼歷史
XRXXerox Holdings CorpCOM NEW616$795<0.1%+233+60.8%加碼歷史
STIMNeuronetics, Inc.COM551$799<0.1%+551新進歷史
PFISPeoples Financial Services Corp.COM15$800<0.1%00.0%不變歷史
OABIOmniAb, Inc.COM510$801<0.1%−1,493−74.5%減碼歷史
REPXRiley Exploration Permian, Inc.COM22$802<0.1%−24−52.2%減碼歷史
LMNRLimoneira COCOM60$805<0.1%+1+1.7%加碼歷史
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM16$806<0.1%+16新進–
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$806<0.1%00.0%不變–
CAAPCorporacion America Airports S.A.COM32$809<0.1%−39−54.9%減碼歷史
BFRGBullFrog AI Holdings, Inc.COM486$816<0.1%00.0%不變歷史
BWLPBW LPG LtdCOM47$816<0.1%+14+42.4%加碼歷史
FCCOFirst Community CorpCOM28$819<0.1%+10+55.6%加碼歷史
OLMAOlema Pharmaceuticals, Inc.COM55$820<0.1%−1,190−95.6%減碼歷史
FVRRFiverr International Ltd.ORD SHS82$822<0.1%+7+9.3%加碼歷史
SNFCASecurity National Financial CorpCL A NEW87$824<0.1%+46+112.2%加碼歷史
ALVOAlvotechORDINARY SHARES240$824<0.1%+240新進歷史
INNVInnovAge Holding Corp.COM103$825<0.1%+18+21.2%加碼歷史
TEADTeads Holding Co.COM1,274$839<0.1%+1,109+672.1%加碼歷史
RBBNRibbon Communications Inc.COM397$842<0.1%+395+19,750.0%加碼歷史
AMPXAmprius Technologies, Inc.COMMON STOCK50$842<0.1%+30+150.0%加碼歷史
AOSLAlpha & Omega Semiconductor LtdSHS38$842<0.1%+25+192.3%加碼歷史
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS76$843<0.1%−142−65.1%減碼歷史
EVHEvolent Health, Inc.CL A371$845<0.1%−47−11.2%減碼歷史
ULCCFrontier Group Holdings, Inc.COM240$847<0.1%+106+79.1%加碼歷史
ALTIAlTi Global, Inc.CL A234$849<0.1%+105+81.4%加碼歷史
ARCTArcturus Therapeutics Holdings Inc.COM111$857<0.1%+111新進歷史
BNEDBarnes & Noble Education, Inc.COM NEW97$857<0.1%+97新進歷史
BBCPConcrete Pumping Holdings, Inc.COM120$857<0.1%−23−16.1%減碼歷史
MBOTMicrobot Medical Inc.COM NEW357$860<0.1%00.0%不變歷史
TCMDTactile Systems Technology IncCOM33$861<0.1%+9+37.5%加碼歷史
OPRTOportun Financial CorpCOM187$862<0.1%+187新進歷史
CLWClearwater Paper CorpCOM60$863<0.1%+24+66.7%加碼歷史
Meridian Bank587405101COM46$872<0.1%+5+12.2%加碼–
PVLAPalvella Therapeutics, Inc.COM7$873<0.1%+7新進歷史
CLPTClearPoint Neuro, Inc.COM96$873<0.1%+91+1,820.0%加碼歷史
WOLFWolfspeed, Inc.COMMON STOCK54$881<0.1%+29+116.0%加碼歷史
SLDESlide Insurance Holdings, Inc.COM49$882<0.1%−8−14.0%減碼歷史
ORKAOruka Therapeutics, Inc.COM18$883<0.1%+2+12.5%加碼歷史
GILTGilat Satellite Networks LtdSHS NEW59$886<0.1%+59新進歷史
LFMDLifeMD, Inc.COM246$888<0.1%+75+43.9%加碼歷史
NGNENeurogene Inc.COM44$888<0.1%00.0%不變歷史
VTSVitesse Energy, Inc.COMMON STOCK49$890<0.1%−135−73.4%減碼歷史
LACLithium Americas Corp.Stock227$897<0.1%−507−69.1%減碼歷史
MYOMyomo, Inc.COM NEW1,327$897<0.1%+1,101+487.2%加碼歷史
MKTWMarketwise, Inc.COM NEW CL A48$899<0.1%+5+11.6%加碼歷史
ACHAccendra Health IncStock398$907<0.1%−382−49.0%減碼歷史
CEPUCentral Puerto S.A.SPONSORED ADR54$909<0.1%−20−27.0%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