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Livermore
Livermore
中文EN

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
TIGOMillicom International Cellular SACOM STK3,568$26.7 萬<0.1%+1,098+44.5%加碼歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA8,039$26.7 萬<0.1%+631+8.5%加碼–
CPACopa Holdings, S.A.CL A2,338$26.6 萬<0.1%+660+39.3%加碼歷史
iShares Semiconductor ETF464287523ETF807$26.5 萬<0.1%−469−36.8%減碼–
VFCV F CorpStock15,604$26.5 萬<0.1%+8,689+125.7%加碼歷史
CTRACoterra Energy Inc.Stock7,515$26.4 萬<0.1%+289+4.0%加碼歷史
iShares Tr46436E759ESG EAFE ETF3,497$26.4 萬<0.1%+3,497新進–
TRMBTrimble Inc.COM4,010$26.2 萬<0.1%−630−13.6%減碼歷史
NTAPNetApp, Inc.Stock2,542$26.0 萬<0.1%−818−24.3%減碼歷史
FTSFortis Inc.COM4,658$26.0 萬<0.1%+1,355+41.0%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,340$25.9 萬<0.1%+16+0.7%加碼–
RMDResmed IncCOM1,154$25.9 萬<0.1%+363+45.9%加碼歷史
TRPTC Energy CorpCOM4,133$25.9 萬<0.1%−90−2.1%減碼歷史
MKSIMKS IncCOM1,120$25.7 萬<0.1%+365+48.3%加碼歷史
MANHManhattan Associates IncStock1,927$25.7 萬<0.1%+56+3.0%加碼歷史
DARDarling Ingredients Inc.COM4,147$25.6 萬<0.1%+2,816+211.6%加碼歷史
PCORProcore Technologies, Inc.COM4,498$25.6 萬<0.1%+4,086+991.7%加碼歷史
BLTEBelite Bio, IncSPONSORED ADS1,608$25.6 萬<0.1%+10+0.6%加碼歷史
SUSuncor Energy IncStock3,874$25.6 萬<0.1%+788+25.5%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,539$25.6 萬<0.1%+517+50.6%加碼歷史
Global X Uranium ETF37954Y871ETF5,226$25.3 萬<0.1%+4,514+634.0%加碼–
American Centy ETF Tr025072232AVANTIS ALL EQT2,871$25.3 萬<0.1%+66+2.4%加碼–
CNPCenterpoint Energy IncCOM5,821$25.1 萬<0.1%−43−0.7%減碼歷史
TKOTKO Group Holdings, Inc.CL A1,246$25.1 萬<0.1%+445+55.6%加碼歷史
SUPNSupernus Pharmaceuticals, Inc.COM4,859$25.1 萬<0.1%+7+0.1%加碼歷史
Advisorshares Tr00768Y768STAR GLOB BUYW5,200$25.1 萬<0.1%−533−9.3%減碼–
ZWSZurn Elkay Water Solutions CorpCOM5,584$25.0 萬<0.1%+1,924+52.6%加碼歷史
JKHYJack Henry & Associates IncStock1,580$25.0 萬<0.1%−3−0.2%減碼歷史
PEverpure, Inc.CL A4,215$24.9 萬<0.1%−102−2.4%減碼歷史
iShares Tr464289867CORE 60 BALA ETF3,842$24.7 萬<0.1%+3,196+494.7%加碼–
EXPDExpeditors International of Washington IncCOM1,724$24.7 萬<0.1%+502+41.1%加碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF4,658$24.6 萬<0.1%−2,234−32.4%減碼–
SNXTD Synnex CorpCOM1,456$24.6 萬<0.1%+535+58.1%加碼歷史
AZZAzz IncCOM1,961$24.5 萬<0.1%+251+14.7%加碼歷史
WBSWebster Financial CorpCOM3,527$24.5 萬<0.1%+22+0.6%加碼歷史
OHIOmega Healthcare Investors IncCOM5,584$24.5 萬<0.1%−651−10.4%減碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM2,479$24.4 萬<0.1%+651+35.6%加碼歷史
ONTOOnto Innovation Inc.COM1,189$24.4 萬<0.1%+183+18.2%加碼歷史
SRSpire IncCOM2,692$24.4 萬<0.1%+917+51.7%加碼歷史
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$24.4 萬<0.1%00.0%不變–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION6,820$24.3 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF4,354$24.3 萬<0.1%+4,354新進–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL7,069$24.1 萬<0.1%00.0%不變–
MWAMueller Water Products, Inc.COM SER A8,768$24.1 萬<0.1%+1,751+25.0%加碼歷史
SCIService Corp InternationalCOM2,919$24.1 萬<0.1%−415−12.4%減碼歷史
Vanguard Energy ETF92204A306ETF1,389$24.0 萬<0.1%+691+99.0%加碼–
STNGScorpio Tankers Inc.SHS3,218$24.0 萬<0.1%+350+12.2%加碼歷史
PLXSPlexus CorpCOM1,182$23.9 萬<0.1%+163+16.0%加碼歷史
OVVOvintiv Inc.COM4,032$23.9 萬<0.1%−1,488−27.0%減碼歷史
BlackRock ETF Trust09290C699ISHARES DEFENSE7,300$23.9 萬<0.1%+7,300新進–
SSNCSS&C Technologies Holdings IncCOM3,529$23.8 萬<0.1%−606−14.7%減碼歷史
MTArcelorMittalNY REGISTRY SH4,580$23.8 萬<0.1%+1,019+28.6%加碼歷史
IFFInternational Flavors & Fragrances IncCOM3,277$23.8 萬<0.1%+114+3.6%加碼歷史
Unified Ser Tr90470L519ONEA CORE BD ETF10,459$23.8 萬<0.1%+6,536+166.6%加碼–
AMAntero Midstream CorpStock10,422$23.8 萬<0.1%+3,222+44.8%加碼歷史
KMBKimberly Clark CorpStock2,455$23.7 萬<0.1%+632+34.7%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,460$23.6 萬<0.1%00.0%不變–
EXLSExlService Holdings, Inc.COM7,751$23.6 萬<0.1%+844+12.2%加碼歷史
HUBSHubSpot IncCOM964$23.5 萬<0.1%+348+56.5%加碼歷史
VRSKVerisk Analytics, Inc.COM1,239$23.5 萬<0.1%+79+6.8%加碼歷史
RSReliance, Inc.COM772$23.5 萬<0.1%+146+23.3%加碼歷史
UMCUnited Microelectronics CorpSPON ADR NEW26,119$23.5 萬<0.1%+8,139+45.3%加碼歷史
ADTADT Inc.COM35,483$23.3 萬<0.1%−26,826−43.1%減碼歷史
APAAPA CorpStock5,482$23.3 萬<0.1%+1,181+27.5%加碼歷史
WATWaters CorpCOM779$23.2 萬<0.1%+412+112.3%加碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS2,503$23.2 萬<0.1%+601+31.6%加碼歷史
DASHDoorDash, Inc.Stock1,540$23.1 萬<0.1%−81−5.0%減碼歷史
GVAGranite Construction IncCOM1,925$23.1 萬<0.1%−180−8.6%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF762$23.0 萬<0.1%−211−21.7%減碼–
CDWCDW CorpCOM1,904$23.0 萬<0.1%+808+73.7%加碼歷史
WEXWEX Inc.COM1,502$23.0 萬<0.1%+415+38.2%加碼歷史
CVSACovista Inc.COM1,993$23.0 萬<0.1%+96+5.1%加碼歷史
CHTRCharter Communications, Inc.CL A1,063$22.9 萬<0.1%+112+11.8%加碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,390$22.9 萬<0.1%+407+20.5%加碼–
RNRRenaissancere Holdings LtdCOM765$22.7 萬<0.1%+76+11.0%加碼歷史
MLMMartin Marietta Materials IncCOM385$22.7 萬<0.1%+45+13.2%加碼歷史
ETHAiShares Ethereum Trust ETFSHS14,323$22.7 萬<0.1%+4,288+42.7%加碼歷史
ARWArrow Electronics, Inc.COM1,580$22.7 萬<0.1%−467−22.8%減碼歷史
LOGILogitech International S.A.SHS2,485$22.6 萬<0.1%+320+14.8%加碼歷史
GPIGroup 1 Automotive IncCOM684$22.6 萬<0.1%−38−5.3%減碼歷史
FNFFidelity National Financial, Inc.COM SHS4,875$22.6 萬<0.1%−2,018−29.3%減碼歷史
EQNREquinor ASASPONSORED ADR5,357$22.6 萬<0.1%+1,396+35.2%加碼歷史
ELANElanco Animal Health IncCOM9,415$22.5 萬<0.1%+3,215+51.9%加碼歷史
PBFPBF Energy Inc.CL A4,728$22.5 萬<0.1%+931+24.5%加碼歷史
HEIHeico CorpCOM820$22.5 萬<0.1%+103+14.4%加碼歷史
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD6,058$22.5 萬<0.1%+1,963+47.9%加碼–
MELIMercadolibre IncCOM130$22.5 萬<0.1%+26+25.0%加碼歷史
WPCW. P. Carey Inc.COM3,303$22.4 萬<0.1%+626+23.4%加碼歷史
SLFSun Life Financial IncCOM3,567$22.3 萬<0.1%+1,101+44.6%加碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,783$22.3 萬<0.1%00.0%不變–
GEHCGE HealthCare Technologies Inc.Stock3,128$22.3 萬<0.1%+9+0.3%加碼歷史
TNLTravel & Leisure Co.COM3,216$22.2 萬<0.1%+406+14.4%加碼歷史
TSCOTractor Supply CoCOM4,904$22.2 萬<0.1%+421+9.4%加碼歷史
GHCGraham Holdings CoCOM CL B210$22.2 萬<0.1%+22+11.7%加碼歷史
STNStantec IncCOM2,568$22.2 萬<0.1%+1,052+69.4%加碼歷史
ROKURoku, IncCOM CL A2,328$22.0 萬<0.1%−1,336−36.5%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A8,729$22.0 萬<0.1%+3,045+53.6%加碼歷史
LIILennox International IncCOM471$21.9 萬<0.1%+126+36.5%加碼歷史
Vanguard Materials ETF92204A801ETF969$21.8 萬<0.1%+433+80.8%加碼–
KGCKinross Gold CorpCOM7,154$21.8 萬<0.1%+2,312+47.7%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