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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
EVCEntravision Communications CorpCL A800$2,376<0.1%+14+1.8%加碼歷史
FSBCFive Star BancorpCOM63$2,377<0.1%+12+23.5%加碼歷史
iShares Tr46434V860TRS FLT RT BD47$2,380<0.1%00.0%不變–
NMFCNew Mountain Finance CorpCOM308$2,390<0.1%00.0%不變歷史
CNXNPC Connection IncCOM41$2,396<0.1%−52−55.9%減碼歷史
Unified Ser Tr90470L527ONEASCENT LARGE70$2,399<0.1%+70新進–
Fidelity Covington Trust316092139DISRUPTIVE TECH65$2,400<0.1%00.0%不變–
MESOMesoblast LtdADR156$2,400<0.1%+28+21.9%加碼歷史
EMBCEmbecta Corp.Stock272$2,404<0.1%−287−51.3%減碼歷史
iShares Tr46435G250HIGH YLD SYSTM B52$2,419<0.1%00.0%不變–
DNTHDianthus Therapeutics, Inc.COM29$2,434<0.1%+3+11.5%加碼歷史
ARISAris Mining CorpCOM131$2,434<0.1%+131新進歷史
HUMAHumacyte, Inc.COM4,033$2,447<0.1%+4,033新進歷史
VLGEAVillage Super Market IncCL A NEW58$2,450<0.1%−5−7.9%減碼歷史
BYRNByrna Technologies Inc.COM NEW267$2,452<0.1%+267新進歷史
PKBKParke Bancorp, Inc.COM87$2,471<0.1%+20+29.9%加碼歷史
Earlyworks Co Ltd27030F103SPONSORED ADS500$2,475<0.1%−771−60.7%減碼–
FLYFirefly Aerospace Inc.COM87$2,478<0.1%+87新進歷史
RCKYRocky Brands, Inc.COM64$2,478<0.1%+17+36.2%加碼歷史
CVRXCVRx, Inc.COM262$2,479<0.1%+237+948.0%加碼歷史
WGSGeneDx Holdings Corp.COM CL A39$2,504<0.1%+28+254.5%加碼歷史
OXMOxford Industries IncCOM65$2,504<0.1%+29+80.6%加碼歷史
ATLOAmes National CorpCOM89$2,512<0.1%+4+4.7%加碼歷史
RHRHCOM18$2,516<0.1%+9+100.0%加碼歷史
BTDRBitdeer Technologies GroupCL A ORD SHS291$2,518<0.1%+287+7,175.0%加碼歷史
PROPPrairie Operating Co.Stock1,243$2,524<0.1%+1,243新進歷史
FPIFarmland Partners Inc.COM225$2,526<0.1%+122+118.4%加碼歷史
VSTMVerastem, Inc.COM NEW477$2,528<0.1%+51+12.0%加碼歷史
OCULOcular Therapeutix, IncCOM299$2,533<0.1%+221+283.3%加碼歷史
BBAIBigBear.ai Holdings, Inc.COM722$2,541<0.1%+344+91.0%加碼歷史
Tidal Trust II88636W221DEFIANCE DAILY T130$2,542<0.1%+130新進–
QXOQXO, Inc.COM NEW131$2,543<0.1%+54+70.1%加碼歷史
EVCMEverCommerce Inc.COM223$2,549<0.1%−128−36.5%減碼歷史
FFWMFirst Foundation Inc.COM434$2,561<0.1%−136−23.9%減碼歷史
Hingham Instn SVGS Mass433323102COM9$2,573<0.1%+1+12.5%加碼–
XRPNArmada Acquisition Corp. IICOM250$2,578<0.1%00.0%不變歷史
Innovator ETFs Tr45783Y830US EQTY ACCELRTD80$2,591<0.1%00.0%不變–
ESPREsperion Therapeutics, Inc.COM947$2,595<0.1%+33+3.6%加碼歷史
SSTISoundthinking, Inc.COM392$2,595<0.1%+354+931.6%加碼歷史
KROSKeros Therapeutics, Inc.COM236$2,605<0.1%+33+16.3%加碼歷史
Fidelity Covington Trust316092303CONSMR STAPLES50$2,617<0.1%00.0%不變–
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2,636<0.1%00.0%不變–
DXCDXC Technology CoStock210$2,638<0.1%−502−70.5%減碼歷史
CENTCentral Garden & Pet CoCOM72$2,648<0.1%−4−5.3%減碼歷史
PMLPIMCO Municipal Income Fund IICOM350$2,650<0.1%00.0%不變歷史
American Centy ETF Tr025072562AVANTIS CORE FI64$2,659<0.1%+64新進–
UPSTUpstart Holdings, Inc.COM104$2,668<0.1%−57−35.4%減碼歷史
CRCTCricut, Inc.COM CL A714$2,670<0.1%−428−37.5%減碼歷史
HAPNHappen, Inc.COM NEW187$2,679<0.1%+108+136.7%加碼歷史
DCODucommun IncCOM22$2,684<0.1%−9−29.0%減碼歷史
ATOMAtomera IncCOM705$2,686<0.1%+705新進歷史
INDIindie Semiconductor, Inc.CLASS A COM836$2,692<0.1%+202+31.9%加碼歷史
OVLYOak Valley BancorpCOM83$2,692<0.1%+1+1.2%加碼歷史
Principal Exchange Traded FD74255Y607PRIN U S SMALL47$2,694<0.1%00.0%不變–
TGSGas Transporter of the South IncSPONSORED ADS B78$2,700<0.1%−8−9.3%減碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A447$2,704<0.1%+340+317.8%加碼歷史
TCPCBlackRock TCP Capital Corp.COM750$2,708<0.1%00.0%不變歷史
OPRAOpera LtdSPONSORED ADS190$2,709<0.1%+187+6,233.3%加碼歷史
STAAStaar Surgical CoCOM PAR $0.01145$2,712<0.1%+22+17.9%加碼歷史
ETDEthan Allen Interiors IncCOM122$2,715<0.1%−85−41.1%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2,719<0.1%00.0%不變–
DBIDesigner Brands Inc.CL A479$2,726<0.1%+172+56.0%加碼歷史
FNKOFunko, Inc.COM CL A870$2,741<0.1%+39+4.7%加碼歷史
AORTArtivion, Inc.COM75$2,747<0.1%+12+19.0%加碼歷史
RUMRUM Group Inc.Stock541$2,760<0.1%+130+31.6%加碼歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS310$2,778<0.1%−102−24.8%減碼歷史
ONTFON24 Inc.COM343$2,778<0.1%+126+58.1%加碼歷史
ESTAEstablishment Labs Holdings Inc.COM49$2,782<0.1%+3+6.5%加碼歷史
First Tr Exchng Traded FD VI33740F730FT VEST US EQT62$2,786<0.1%+62新進–
ELDNEledon Pharmaceuticals, Inc.COM906$2,790<0.1%+557+159.6%加碼歷史
MNRMach Natural Resources LPCOM UN LT PA IN200$2,800<0.1%00.0%不變歷史
SBGISinclair, Inc.CL A217$2,808<0.1%+14+6.9%加碼歷史
IRENIREN LtdORDINARY SHARES82$2,811<0.1%−1−1.2%減碼歷史
CBNKCapital Bancorp IncCOM95$2,824<0.1%−8−7.8%減碼歷史
Invesco Exchange Traded FD T46137V118GBL LISTED PVT50$2,834<0.1%+50新進–
SHOEShoe Station Group IncCOM182$2,839<0.1%+128+237.0%加碼歷史
SPDR Index Shs FDS78463X756ST MARKE CAP ETF43$2,843<0.1%+43新進–
RPCRidgepost Capital, Inc.CL A COM392$2,847<0.1%+349+811.6%加碼歷史
PNNTPennantpark Investment CorpCOM639$2,867<0.1%00.0%不變歷史
HAINHain Celestial Group IncCOM4,110$2,869<0.1%+2,186+113.6%加碼歷史
NVAXNovavax IncCOM NEW353$2,874<0.1%+53+17.7%加碼歷史
SLDPSolid Power, Inc.CLASS A COM966$2,898<0.1%+34+3.6%加碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,903<0.1%00.0%不變–
DNAGinkgo Bioworks Holdings, Inc.CL A NEW474$2,906<0.1%+144+43.6%加碼歷史
Pgim ETF Tr69344A206ACTV HY BD ETF84$2,909<0.1%−6−6.7%減碼–
PALProficient Auto Logistics, IncCOM431$2,922<0.1%+340+373.6%加碼歷史
SBSafe Bulkers, Inc.COM463$2,932<0.1%−24−4.9%減碼歷史
FCBCFirst Community Bankshares IncCOM71$2,948<0.1%−8−10.1%減碼歷史
AEBIAebi Schmidt Holding AGCOM304$2,952<0.1%−5−1.6%減碼歷史
BIOABioAge Labs, Inc.COM169$2,954<0.1%+24+16.6%加碼歷史
THRThermon Group Holdings, Inc.COM59$2,974<0.1%+7+13.5%加碼歷史
GRCGorman Rupp CoCOM48$2,983<0.1%+13+37.1%加碼歷史
WESTWestrock Coffee CoCOM705$2,996<0.1%−672−48.8%減碼歷史
XNCRXencor IncCOM249$3,003<0.1%+94+60.6%加碼歷史
DOMOHuckleberry.ai, Inc.Stock983$3,008<0.1%+780+384.2%加碼歷史
DFHDream Finders Homes, Inc.COM CL A216$3,008<0.1%+200+1,250.0%加碼歷史
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3,017<0.1%00.0%不變–
WVEWave Life Sciences, Inc.SHS418$3,031<0.1%+194+86.6%加碼歷史
ARRYArray Technologies, Inc.COM SHS421$3,044<0.1%+48+12.9%加碼歷史
MNKDMannkind CorpCOM NEW1,247$3,055<0.1%+236+23.3%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