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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
SMRTSmartRent, Inc.COM CL A832$1,248<0.1%−549−39.8%減碼歷史
EXTRExtreme Networks IncCOM83$1,252<0.1%−177−68.1%減碼歷史
SWBISmith & Wesson Brands, Inc.COM88$1,261<0.1%+78+780.0%加碼歷史
TET1 Energy Inc.COM NEW288$1,264<0.1%00.0%不變歷史
CDLXCardlytics, Inc.COM1,208$1,268<0.1%00.0%不變歷史
CRMTAmericas Carmart IncCOM100$1,273<0.1%+25+33.3%加碼歷史
EPACEnerpac Tool Group CorpCL A COM35$1,276<0.1%+33+1,650.0%加碼歷史
OPRXOptimizeRx CorpCOM NEW203$1,276<0.1%+174+600.0%加碼歷史
CVLGCovenant Logistics Group, Inc.CL A47$1,277<0.1%+20+74.1%加碼歷史
BARKBark, Inc.COM NEW2,538$1,286<0.1%+2,538新進歷史
iShares U.S. Medical Devices ETF464288810ETF24$1,287<0.1%00.0%不變–
AEVAAeva Technologies, Inc.COM NEW98$1,290<0.1%+3+3.2%加碼歷史
FVCBFVCBankcorp, Inc.COM85$1,290<0.1%+12+16.4%加碼歷史
DDD3D Systems CorpCOM NEW688$1,294<0.1%+688新進歷史
EHTHeHealth, Inc.COM1,004$1,295<0.1%+686+215.7%加碼歷史
RDNWRideNow Group, Inc.COM CL B184$1,299<0.1%−14−7.1%減碼歷史
VABKVirginia National Bankshares CorpCOM34$1,299<0.1%+1+3.0%加碼歷史
BVFLBV Financial, Inc.COM NEW68$1,301<0.1%+2+3.0%加碼歷史
Global X FDS37954Y483NASDAQ 100 COVER77$1,321<0.1%00.0%不變–
HYLNHyliion Holdings Corp.COMMON STOCK751$1,322<0.1%+117+18.5%加碼歷史
AIROAIRO Group Holdings, Inc.COM174$1,323<0.1%+168+2,800.0%加碼歷史
PIImpinj IncCOM13$1,336<0.1%−6−31.6%減碼歷史
KULRKULR Technology Group, Inc.COM567$1,343<0.1%+567新進歷史
EBMTEagle Bancorp Montana, Inc.COM66$1,358<0.1%+7+11.9%加碼歷史
ODCOil-Dri Corp of AmericaCOM21$1,367<0.1%+2+10.5%加碼歷史
OMEROmeros CorpCOM130$1,372<0.1%+15+13.0%加碼歷史
PARPar Technology CorpCOM103$1,373<0.1%+103新進歷史
ACELAccel Entertainment, Inc.COM CL A1126$1,376<0.1%−24−16.0%減碼歷史
DCGODocGo Inc.COM2,186$1,376<0.1%+1,722+371.1%加碼歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW65$1,382<0.1%−4−5.8%減碼歷史
MVISMicrovision, Inc.COM NEW2,161$1,387<0.1%+1,868+637.5%加碼歷史
MBIMbia IncCOM235$1,389<0.1%+153+186.6%加碼歷史
LELands' End, Inc.COM124$1,394<0.1%00.0%不變歷史
ICHRIchor Holdings, Ltd.SHS30$1,399<0.1%+12+66.7%加碼歷史
THRYThryv Holdings, Inc.COM NEW512$1,404<0.1%+262+104.8%加碼歷史
CSIQCanadian Solar Inc.COM102$1,413<0.1%00.0%不變歷史
BRCCBRC Inc.COM CL A1,829$1,419<0.1%+1,257+219.8%加碼歷史
CCNECNB Financial CorpCOM49$1,419<0.1%−66−57.4%減碼歷史
iShares Tr464287184CHINA LG-CAP ETF40$1,436<0.1%+40新進–
NPWRNet Power Inc.COM CL A928$1,447<0.1%+781+531.3%加碼歷史
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1,453<0.1%00.0%不變–
SYBTStock Yards Bancorp, Inc.COM22$1,458<0.1%+15+214.3%加碼歷史
LENZLENZ Therapeutics, Inc.COM160$1,463<0.1%−5−3.0%減碼歷史
PKOHPark Ohio Holdings CorpCOM61$1,467<0.1%+14+29.8%加碼歷史
DHDefinitive Healthcare Corp.CLASS A COM1,204$1,481<0.1%+652+118.1%加碼歷史
First BK Williamstown New Je31931U102COM93$1,488<0.1%−108−53.7%減碼–
PBFSPioneer Bancorp, Inc.COM107$1,489<0.1%+6+5.9%加碼歷史
ANGOAngiodynamics IncCOM131$1,490<0.1%−158−54.7%減碼歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$1,494<0.1%00.0%不變–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM76$1,500<0.1%+2+2.7%加碼歷史
DCDakota Gold Corp.COM297$1,500<0.1%+25+9.2%加碼歷史
OSCROscar Health, Inc.CL A131$1,501<0.1%−1,949−93.7%減碼歷史
KMTSKestra Medical Technologies, Ltd.SHS76$1,516<0.1%+11+16.9%加碼歷史
CCBCoastal Financial CorpCOM NEW20$1,522<0.1%−280−93.3%減碼歷史
AVRAnteris Technologies Global Corp.COM274$1,522<0.1%+234+585.0%加碼歷史
CORZCore Scientific, Inc.COM102$1,525<0.1%+10+10.9%加碼歷史
ASMBAssembly Biosciences, Inc.COM NEW55$1,526<0.1%00.0%不變歷史
IPXIPERIONX LtdSPONSORED ADS59$1,536<0.1%00.0%不變歷史
First Tr Exchange-Traded Alp33735B108COM SHS12$1,539<0.1%00.0%不變–
FNLCFirst Bancorp, IncCOM55$1,541<0.1%+12+27.9%加碼歷史
iShares Inc464286806MSCI GERMANY ETF39$1,547<0.1%00.0%不變–
AVDAmerican Vanguard CorpCOM624$1,553<0.1%−136−17.9%減碼歷史
GAMEGameSquare Holdings, Inc.COM5,750$1,553<0.1%+3,485+153.9%加碼歷史
PNTGPennant Group, Inc.COM51$1,554<0.1%+28+121.7%加碼歷史
PRTAProthena Corp Public Ltd CoSHS160$1,555<0.1%+70+77.8%加碼歷史
AGIOAgios Pharmaceuticals, Inc.COM46$1,555<0.1%+12+35.3%加碼歷史
RNACCartesian Therapeutics, Inc.COM NEW253$1,556<0.1%+247+4,116.7%加碼歷史
ARQArq, Inc.COM608$1,557<0.1%+490+415.3%加碼歷史
VanEck Vectors ETF Tr92189F205STEEL ETF17$1,561<0.1%+17新進–
VMDViemed Healthcare, Inc.COM170$1,566<0.1%+138+431.3%加碼歷史
MOBMobilicom LtdORD SHS NEW306$1,573<0.1%−744−70.9%減碼歷史
ATSATS CorpCOM56$1,580<0.1%−13−18.8%減碼歷史
KALVKalVista Pharmaceuticals, Inc.COM79$1,591<0.1%−66−45.5%減碼歷史
PDYNPalladyne AI Corp.COM NEW263$1,596<0.1%+263新進歷史
NNENano Nuclear Energy Inc.COM78$1,597<0.1%+28+56.0%加碼歷史
NREFNexPoint Real Estate Finance, Inc.COM119$1,602<0.1%+9+8.2%加碼歷史
KLCKinderCare Learning Companies, Inc.COM731$1,609<0.1%+643+730.7%加碼歷史
TARSTarsus Pharmaceuticals, Inc.COM23$1,612<0.1%−7−23.3%減碼歷史
SMTISanara MedTech Inc.COM94$1,616<0.1%+93+9,300.0%加碼歷史
MEDMedifast IncCOM159$1,621<0.1%−22−12.2%減碼歷史
DAVAEndava plcADS367$1,622<0.1%−140−27.6%減碼歷史
VYGRVoyager Therapeutics, Inc.COM421$1,626<0.1%+136+47.7%加碼歷史
SEPNSepterna, Inc.COM68$1,634<0.1%+5+7.9%加碼歷史
CPRICapri Holdings LtdSHS93$1,639<0.1%−9−8.8%減碼歷史
RICKRci Hospitality Holdings, Inc.COM72$1,642<0.1%+50+227.3%加碼歷史
EXFYExpensify, Inc.COM CL A1,900$1,653<0.1%+1,387+270.4%加碼歷史
CDXSCodexis, Inc.COM1,016$1,656<0.1%+1,016新進歷史
BHEBenchmark Electronics IncCOM30$1,682<0.1%+20+200.0%加碼歷史
XPELXPEL, Inc.COM38$1,682<0.1%+19+100.0%加碼歷史
AIRJAirJoule Technologies Corp.CL A671$1,684<0.1%+671新進歷史
FLOCFlowco Holdings Inc.COM CL A82$1,690<0.1%+3+3.8%加碼歷史
WLFCWillis Lease Finance CorpCOM10$1,702<0.1%+1+11.1%加碼歷史
SIMGRUPO SIMEC, S.A.B. de C.V.ADR58$1,702<0.1%00.0%不變歷史
VCELVericel CorpCOM53$1,704<0.1%+52+5,200.0%加碼歷史
BSVNBank7 Corp.COM43$1,715<0.1%+2+4.9%加碼歷史
ADEAAdeia Inc.COM72$1,729<0.1%+66+1,100.0%加碼歷史
BHCBausch Health Companies Inc.Stock321$1,733<0.1%+125+63.8%加碼歷史
JACKJack in the Box IncCOM180$1,740<0.1%−255−58.6%減碼歷史
DMRCDigimarc CorpCOM356$1,748<0.1%+332+1,383.3%加碼歷史
SSPE.W. Scripps CoCL A NEW471$1,751<0.1%−996−67.9%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