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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
PIMCO ETF Tr72201R619PREFERRED AND CP18$912<0.1%00.0%不變–
AGENAgenus IncCOM NEW274$915<0.1%00.0%不變歷史
APIAgora, Inc.ADS260$920<0.1%+101+63.5%加碼歷史
JYNTJOINT CorpCOM104$920<0.1%+62+147.6%加碼歷史
SIONSionna Therapeutics, Inc.COM23$922<0.1%+3+15.0%加碼歷史
DHCDiversified Healthcare TrustCOM SH BEN INT139$923<0.1%+19+15.8%加碼歷史
CURVTorrid Holdings Inc.COM520$926<0.1%+335+181.1%加碼歷史
ASLEAerSale CorpCOM149$927<0.1%−7−4.5%減碼歷史
Abrdn ETFs003261203BBRG ALL COMMDY26$930<0.1%00.0%不變–
RVSBRiverview Bancorp IncCOM170$936<0.1%+4+2.4%加碼歷史
RMRegional Management Corp.COM29$937<0.1%−3−9.4%減碼歷史
ETONEton Pharmaceuticals, Inc.COM38$938<0.1%+38新進歷史
SENSSenseonics Holdings, Inc.COM141$939<0.1%+141新進歷史
TRAKReposiTrak, Inc.COM NEW124$942<0.1%+119+2,380.0%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$946<0.1%00.0%不變–
KWYKINGSWAY CorpCOM NEW91$949<0.1%−16−15.0%減碼歷史
LDIloanDepot, Inc.COM CL A671$952<0.1%+536+397.0%加碼歷史
SKINSkinHealth Systems Inc.COM CL A1,073$956<0.1%−1,296−54.7%減碼歷史
DNNDenison Mines Corp.COM271$957<0.1%−546−66.8%減碼歷史
ABOSAcumen Pharmaceuticals, Inc.COM407$961<0.1%00.0%不變歷史
GEF.BGreif, IncCL B11$964<0.1%+5+83.3%加碼歷史
PSQHPSQ Holdings, Inc.CL A1,822$966<0.1%+598+48.9%加碼歷史
LOARLoar Holdings Inc.COM SHS17$973<0.1%−44−72.1%減碼歷史
PLBCPlumas BancorpCOM20$977<0.1%00.0%不變歷史
MXCTMaxcyte, Inc.COM1,395$980<0.1%+619+79.8%加碼歷史
TRCTejon Ranch CoCOM52$980<0.1%−21−28.8%減碼歷史
ACREAres Commercial Real Estate CorpCOM205$984<0.1%+74+56.5%加碼歷史
SGHTSight Sciences, Inc.COM261$984<0.1%+49+23.1%加碼歷史
TMCITreace Medical Concepts, Inc.COM735$985<0.1%+710+2,840.0%加碼歷史
ACTGAcacia Research CorpACACIA TCH COM205$986<0.1%+21+11.4%加碼歷史
FORRForrester Research, Inc.COM175$990<0.1%+66+60.6%加碼歷史
MGMistras Group, Inc.COM67$990<0.1%+9+15.5%加碼歷史
NATHNathans Famous, Inc.COM10$1,008<0.1%+8+400.0%加碼歷史
TLRYTilray Brands, Inc.COM156$1,010<0.1%+154+7,700.0%加碼歷史
ACICAmerican Coastal Insurance CorpCOM90$1,013<0.1%−15−14.3%減碼歷史
DSPViant Technology Inc.COM CL A91$1,019<0.1%+86+1,720.0%加碼歷史
LCNBLCNB CorpCOM66$1,029<0.1%+19+40.4%加碼歷史
Invesco Exch Traded FD Tr II46138E628KBW BK ETF13$1,035<0.1%+13新進–
ProShares Tr74347B680S&P MDCP 400 DIV12$1,037<0.1%+12新進–
HAFNHafnia LtdORD SHS137$1,041<0.1%00.0%不變歷史
PACKRanpak Holdings Corp.COM CL A292$1,042<0.1%+178+156.1%加碼歷史
RCELAVITA Medical, Inc.COM284$1,050<0.1%+284新進歷史
GETYGetty Images Holdings, Inc.CL A COM1,328$1,054<0.1%+738+125.1%加碼歷史
ABXAbacus Global Management, Inc.CL A134$1,056<0.1%+39+41.1%加碼歷史
NWFLNorwood Financial CorpCOM36$1,059<0.1%+10+38.5%加碼歷史
INMBInmune Bio, Inc.COM938$1,060<0.1%+857+1,058.0%加碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1,065<0.1%00.0%不變–
VYXNCR Voyix CorpCOM169$1,070<0.1%−10−5.6%減碼歷史
AURAAura Biosciences, Inc.COM161$1,077<0.1%−127−44.1%減碼歷史
EPSNEpsilon Energy Ltd.COM175$1,077<0.1%+23+15.1%加碼歷史
NXXTNextnrg, Inc.COM2,693$1,077<0.1%+2,577+2,221.6%加碼歷史
ADVAdvantage Solutions Inc.COM NEW CL A51$1,078<0.1%−54−51.6%減碼依 1 比 25 拆股換算歷史
CLARClarus CorpCOM397$1,079<0.1%+103+35.0%加碼歷史
KLTRKaltura IncCOM885$1,079<0.1%+551+165.0%加碼歷史
iShares Inc464286392MSCI WORLD ETF6$1,080<0.1%00.0%不變–
TCXTucows IncCOM NEW63$1,080<0.1%+34+117.2%加碼歷史
SIGASiga Technologies IncCOM202$1,081<0.1%−113−35.9%減碼歷史
RPTRithm Property Trust Inc.COM NEW SHS81$1,084<0.1%+14+20.9%加碼歷史
WisdomTree Tr97717W315EMER MKT HIGH FD22$1,093<0.1%00.0%不變–
First Trust Cloud Computing ETF33734X192ETF10$1,094<0.1%−13−56.5%減碼–
AIVApartment Investment & Management CoCL A269$1,094<0.1%+200+289.9%加碼歷史
HIPOHippo Holdings Inc.COM NEW42$1,094<0.1%+17+68.0%加碼歷史
PSNLPersonalis, Inc.COM172$1,096<0.1%+7+4.2%加碼歷史
OSGOctave Specialty Group IncCOM NEW237$1,102<0.1%+179+308.6%加碼歷史
Federated Hermes ETF Trust31423L883ENHANCED INCOME21$1,103<0.1%+1+5.0%加碼–
FENCFennec Pharmaceuticals Inc.COM180$1,107<0.1%+45+33.3%加碼歷史
BPRNPrinceton Bancorp, Inc.COM33$1,114<0.1%+5+17.9%加碼歷史
STRZStarz Entertainment CorpCOM97$1,116<0.1%+85+708.3%加碼歷史
FSTRFoster L B CoCOM40$1,117<0.1%+26+185.7%加碼歷史
GCBCGreene County Bancorp IncCOM50$1,120<0.1%+24+92.3%加碼歷史
FLXSFlexsteel Industries IncCOM25$1,123<0.1%−19−43.2%減碼歷史
Global X FDS37954Y467E COMMERCE ETF42$1,124<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1,129<0.1%00.0%不變–
NLNli Holdings, Inc.COM NEW194$1,131<0.1%−2−1.0%減碼歷史
NGSNatural Gas Services Group IncCOM30$1,132<0.1%+7+30.4%加碼歷史
AARDAardvark Therapeutics, Inc.COM301$1,135<0.1%+241+401.7%加碼歷史
CLOVClover Health Investments, Corp.COM CL A646$1,137<0.1%+646新進歷史
BTCGrayscale Bitcoin Mini Trust ETFETF38$1,140<0.1%00.0%不變歷史
STVNStevanato Group S.p.A.ORD SHS83$1,142<0.1%−1,022−92.5%減碼歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK480$1,142<0.1%−374−43.8%減碼歷史
CXDOCrexendo, Inc.COM185$1,142<0.1%+176+1,955.6%加碼歷史
SLQTSelectQuote, Inc.COM1,817$1,144<0.1%+1,119+160.3%加碼歷史
Global X FDS37954Y814FINTECH ETF50$1,155<0.1%00.0%不變–
PNRGPrimeenergy Resources CorpCOM5$1,164<0.1%+5新進歷史
KYTXKyverna Therapeutics, Inc.COM135$1,165<0.1%−28−17.2%減碼歷史
iShares MSCI India ETF46429B598ETF25$1,171<0.1%00.0%不變–
SWK Holdings Corp78501P203COM NEW70$1,191<0.1%−2−2.8%減碼–
AB Active ETFs Inc00039J608HIGH YIELD ETF32$1,197<0.1%−10−23.8%減碼–
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1,206<0.1%00.0%不變–
THTarget Hospitality Corp.COM130$1,207<0.1%+19+17.1%加碼歷史
PRKSUnited Parks & Resorts Inc.COM37$1,209<0.1%+33+825.0%加碼歷史
SKILSkillsoft Corp.CL A282$1,210<0.1%+257+1,028.0%加碼歷史
NRDYNerdy Inc.CL A COM1,482$1,211<0.1%+1,183+395.7%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1,214<0.1%00.0%不變–
NGVCNatural Grocers by Vitamin Cottage, Inc.COM47$1,215<0.1%+47新進歷史
Fidelity High Dividend ETF316092840ETF22$1,222<0.1%+11+100.0%加碼–
Iclick Interactive Asia Grou45113Y104SPONSORED ADR520$1,228<0.1%−193−27.1%減碼–
MYFWFirst Western Financial IncCOM50$1,230<0.1%+2+4.2%加碼歷史
PRTHPriority Technology Holdings, Inc.COM261$1,233<0.1%+90+52.6%加碼歷史
VOCVOC Energy TrustTR UNIT360$1,246<0.1%+180+100.0%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