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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
Pacer FDS Tr69374H287METAURUS NASDAQ50$1,752<0.1%00.0%不變–
iShares Tr46436E171LITHIUM MINRS102$1,758<0.1%+102新進–
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS45$1,778<0.1%00.0%不變歷史
GLREGreenlight Capital Re, Ltd.CLASS A103$1,782<0.1%−1,483−93.5%減碼歷史
IVRInvesco Mortgage Capital Inc.COM221$1,785<0.1%+54+32.3%加碼歷史
ACRSAclaris Therapeutics, Inc.COM477$1,789<0.1%+19+4.1%加碼歷史
ROOTRoot, Inc.CL A NEW41$1,811<0.1%+41新進歷史
ALXOAlx Oncology Holdings IncCOM905$1,815<0.1%+905新進歷史
IMRXImmuneering CorpCLASS A COM345$1,818<0.1%00.0%不變歷史
KREFKKR Real Estate Finance Trust Inc.COM297$1,818<0.1%−1,045−77.9%減碼歷史
QDELQuidelOrtho CorpCOM111$1,824<0.1%+105+1,750.0%加碼歷史
LLYVALiberty Live Holdings, Inc.COM SER A20$1,833<0.1%+5+33.3%加碼歷史
JMSBJohn Marshall Bancorp, Inc.COM91$1,845<0.1%−1−1.1%減碼歷史
PONYPony AI Inc.SPONSORED ADS196$1,850<0.1%+196新進歷史
XOMAXOMA Royalty CorpCOM NEW59$1,850<0.1%−10−14.5%減碼歷史
ProShares Bitcoin ETF74347G440ETF199$1,853<0.1%00.0%不變–
LNKBLINKBANCORP, Inc.COMMON STOCK223$1,859<0.1%+54+32.0%加碼歷史
NPBNorthpointe Bancshares IncCOM SHS108$1,864<0.1%+12+12.5%加碼歷史
CSVCarriage Services IncCOM41$1,872<0.1%−65−61.3%減碼歷史
COTYCoty Inc.COM CL A932$1,874<0.1%+790+556.3%加碼歷史
VELVelocity Financial, Inc.COM104$1,881<0.1%−59−36.2%減碼歷史
Ea Series Trust02072L714BRIDGEWAY BLUE129$1,898<0.1%00.0%不變–
FIGFigma, Inc.Stock90$1,902<0.1%+62+221.4%加碼歷史
ALECAlector, Inc.COM887$1,907<0.1%+383+76.0%加碼歷史
JBIJanus International Group, Inc.COMMON STOCK371$1,911<0.1%+125+50.8%加碼歷史
ZBIOZenas BioPharma, Inc.COM98$1,915<0.1%+25+34.2%加碼歷史
GRPNGroupon, Inc.COM NEW161$1,916<0.1%+116+257.8%加碼歷史
EZETFranklin Ethereum TrustETHEREUM ETF121$1,920<0.1%00.0%不變歷史
EYPTEyePoint, Inc.COM NEW149$1,921<0.1%+8+5.7%加碼歷史
SESSES AI CorpCL A COM2,003$1,927<0.1%−1,010−33.5%減碼歷史
INODInnodata IncCOM NEW50$1,933<0.1%+8+19.0%加碼歷史
QUREuniQure N.V.SHS119$1,946<0.1%+10+9.2%加碼歷史
MAMAMama's Creations, Inc.COM127$1,948<0.1%+1+0.8%加碼歷史
ALTGAlta Equipment Group Inc.COMMON STOCK363$1,948<0.1%+173+91.1%加碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG178$1,952<0.1%+159+836.8%加碼歷史
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW208$1,953<0.1%−5−2.3%減碼歷史
ESRTEmpire State Realty Trust, Inc.CL A376$1,956<0.1%−178−32.1%減碼歷史
GOSSGossamer Bio, Inc.COM5,957$1,957<0.1%+5,302+809.5%加碼歷史
MDLNMedline Inc.COM CL A44$1,959<0.1%+30+214.3%加碼歷史
FNWDFinward BancorpCOM54$1,961<0.1%00.0%不變歷史
SRIStoneridge IncCOM406$1,961<0.1%−10−2.4%減碼歷史
Innov Prem Inc 20 Barr-July45783Y582ETP80$1,975<0.1%−20−20.0%減碼–
REAXReal REMAX Group Inc.COM NEW790$1,977<0.1%+723+1,079.1%加碼歷史
BRCBBlack Rock Coffee Bar, Inc.CL A154$1,990<0.1%+154新進歷史
AMWDAmerican Woodmark CorpCOM50$1,992<0.1%−66−56.9%減碼歷史
UPBUpstream Bio, Inc.COM222$1,998<0.1%−60−21.3%減碼歷史
GEVOGevo, Inc.COM PAR740$2,020<0.1%+26+3.6%加碼歷史
NWPXNWPX Infrastructure, Inc.COM26$2,025<0.1%+7+36.8%加碼歷史
HLLYHolley Inc.COM662$2,033<0.1%−80−10.8%減碼歷史
LAWCS Disco, Inc.COM533$2,035<0.1%+435+443.9%加碼歷史
CHMGChemung Financial CorpCOM38$2,044<0.1%00.0%不變歷史
NTGRNetgear, Inc.COM94$2,053<0.1%−25−21.0%減碼歷史
NEXNNexxen International Ltd.SHS NEW315$2,054<0.1%−108−25.5%減碼歷史
TRNSTranscat IncCOM28$2,056<0.1%+14+100.0%加碼歷史
CVGICommercial Vehicle Group, Inc.COM603$2,057<0.1%−114−15.9%減碼歷史
CFBKCF Bankshares Inc.COM74$2,066<0.1%+20+37.0%加碼歷史
MDXGMimedx Group, Inc.COM523$2,066<0.1%+352+205.8%加碼歷史
DYNDyne Therapeutics, Inc.COM115$2,084<0.1%+18+18.6%加碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$2,088<0.1%00.0%不變歷史
HURATuHURA Biosciences, Inc.COM1,167$2,088<0.1%+1,102+1,695.4%加碼歷史
WBTNWEBTOON Entertainment Inc.COM229$2,105<0.1%+176+332.1%加碼歷史
UTMDUtah Medical Products IncCOM34$2,108<0.1%−28−45.2%減碼歷史
ERIIEnergy Recovery, Inc.COM210$2,115<0.1%+169+412.2%加碼歷史
PAXPatria Investments LtdCOM CL A168$2,118<0.1%−25−13.0%減碼歷史
CLNEClean Energy Fuels Corp.COM856$2,123<0.1%+268+45.6%加碼歷史
SPIRSpire Global, Inc.COM CL A169$2,127<0.1%+164+3,280.0%加碼歷史
Global X FDS37954Y657US PFD ETF116$2,139<0.1%+1+0.9%加碼–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10059$2,143<0.1%00.0%不變–
GRSDGRANDSTAND LtdORDINARY SHARES553$2,146<0.1%+322+139.4%加碼歷史
WAVEEco Wave Power Global AB (publ)SPONSORED ADS341$2,148<0.1%−324−48.7%減碼歷史
USBCUSBC, Inc.COM NEW5,583$2,156<0.1%00.0%不變歷史
GAMGeneral American Investors Co IncCOM36$2,160<0.1%+18+100.0%加碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2,177<0.1%00.0%不變–
OBTCOsprey Bitcoin TrustCommon Stock100$2,182<0.1%00.0%不變歷史
MCBSMetroCity Bankshares, Inc.COM77$2,208<0.1%−15−16.3%減碼歷史
IRMDIradimed CorpCOM23$2,214<0.1%−109−82.6%減碼歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$2,216<0.1%00.0%不變–
EUenCore Energy Corp.COM NEW1,231$2,216<0.1%+1,057+607.5%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$2,220<0.1%00.0%不變歷史
WisdomTree Tr97717W851JAPN HEDGE EQT14$2,226<0.1%00.0%不變–
PMTPennyMac Mortgage Investment TrustCOM191$2,227<0.1%−201−51.3%減碼歷史
HCKTHackett Group, Inc.COM172$2,237<0.1%+156+975.0%加碼歷史
NXENexGen Energy Ltd.COM195$2,262<0.1%−275−58.5%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM80$2,262<0.1%−174−68.5%減碼歷史
OCGNOcugen, Inc.COM1,250$2,263<0.1%00.0%不變歷史
BNTCBenitec Biopharma Inc.COM NEW213$2,269<0.1%+213新進歷史
iShares Future AI & Tech ETF46435U556ETF49$2,280<0.1%00.0%不變–
CYHCommunity Health Systems IncCOM781$2,296<0.1%−370−32.1%減碼歷史
PBYIPuma Biotechnology, Inc.COM360$2,301<0.1%+123+51.9%加碼歷史
CWBCCommunity West BancsharesCOM99$2,306<0.1%+22+28.6%加碼歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A820$2,320<0.1%+25+3.1%加碼歷史
SIDUSidus Space Inc.CLASS A COM1,000$2,320<0.1%+1,000新進歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW65$2,326<0.1%−220−77.2%減碼歷史
SPTSprout Social, Inc.COM CL A408$2,326<0.1%−286−41.2%減碼歷史
HROWHarrow, Inc.COM66$2,327<0.1%−41−38.3%減碼歷史
KEKimball Electronics, Inc.Stock99$2,346<0.1%−21−17.5%減碼歷史
VRDNViridian Therapeutics, Inc.COM120$2,347<0.1%+30+33.3%加碼歷史
CERTCertara, Inc.COM413$2,355<0.1%+306+286.0%加碼歷史
SHENShenandoah Telecommunications CoCOM153$2,359<0.1%+11+7.7%加碼歷史
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF90$2,363<0.1%00.0%不變–

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