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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
OCOwens CorningStock2,016$21.8 萬<0.1%+1,047+108.0%加碼歷史
LPLALPL Financial Holdings Inc.COM725$21.8 萬<0.1%−122−14.4%減碼歷史
DDDuPont de Nemours, Inc.COM4,744$21.7 萬<0.1%+368+8.4%加碼歷史
Nextplat Corp Com New68557F100Stock580,686$21.6 萬<0.1%00.0%不變–
FFord Motor CoStock18,714$21.6 萬<0.1%+511+2.8%加碼歷史
CVECenovus Energy Inc.COM8,107$21.5 萬<0.1%+1,843+29.4%加碼歷史
NXPINXP Semiconductors N.V.COM1,092$21.5 萬<0.1%+398+57.3%加碼歷史
ALCAlcon IncStock2,852$21.5 萬<0.1%+936+48.9%加碼歷史
CACICACI International IncCL A395$21.5 萬<0.1%+35+9.7%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF2,478$21.5 萬<0.1%+413+20.0%加碼–
DRIDarden Restaurants IncCOM1,095$21.5 萬<0.1%+31+2.9%加碼歷史
EVRGEvergy, Inc.Stock2,617$21.4 萬<0.1%+644+32.6%加碼歷史
TREXTrex Co IncCOM5,865$21.4 萬<0.1%+1,781+43.6%加碼歷史
VNTVontier CorpStock5,971$21.2 萬<0.1%+2,440+69.1%加碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM640$21.2 萬<0.1%−421−39.7%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$21.2 萬<0.1%00.0%不變–
AMCRAmcor plcCOM NEW5,318$21.1 萬<0.1%−677−11.3%減碼依 1 比 5 拆股換算歷史
RJFRaymond James Financial IncCOM1,455$21.1 萬<0.1%+113+8.4%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW34,834$21.0 萬<0.1%+14,293+69.6%加碼歷史
ASHAshland Inc.COM3,763$20.9 萬<0.1%−237−5.9%減碼歷史
IDAIdacorp IncCOM1,463$20.9 萬<0.1%+264+22.0%加碼歷史
UVXYProShares Trust IIULTRA VIX SHORT3,998$20.9 萬<0.1%00.0%不變歷史
HUBBHubbell IncCOM426$20.9 萬<0.1%−93−17.9%減碼歷史
PHMPultegroup IncCOM1,775$20.9 萬<0.1%+530+42.6%加碼歷史
CRUSCirrus Logic, Inc.Stock1,443$20.9 萬<0.1%+232+19.2%加碼歷史
DLTRDollar Tree, Inc.COM1,902$20.8 萬<0.1%+351+22.6%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,875$20.8 萬<0.1%+545+41.0%加碼歷史
KLICKulicke & Soffa Industries IncCOM3,157$20.7 萬<0.1%+2,380+306.3%加碼歷史
NWSANews CorpCL A8,299$20.7 萬<0.1%+1,739+26.5%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock7,532$20.7 萬<0.1%+2,007+36.3%加碼歷史
SESea LtdSPONSORD ADS2,493$20.6 萬<0.1%+751+43.1%加碼歷史
PIMCO ETF Tr72201R817INV GRD CRP BD2,129$20.6 萬<0.1%−499−19.0%減碼–
ProShares Tr74347R107PSHS ULT S&P 5003,972$20.6 萬<0.1%+377+10.5%加碼–
KEYKeycorpCOM10,265$20.6 萬<0.1%+522+5.4%加碼歷史
PPLPPL CorpCOM5,366$20.5 萬<0.1%+849+18.8%加碼歷史
ProShares Tr74349Y753SHOR S&P 500 NEW5,401$20.5 萬<0.1%+5,229+3,040.1%加碼–
BLDRBuilders FirstSource, Inc.Stock2,482$20.4 萬<0.1%+985+65.8%加碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW6,427$20.4 萬<0.1%+1,602+33.2%加碼歷史
INGRIngredion IncCOM1,812$20.4 萬<0.1%+784+76.3%加碼歷史
IRIngersoll Rand Inc.COM2,545$20.4 萬<0.1%+120+4.9%加碼歷史
iShares Russell Top 200 Growth ETF464289438ETF817$20.3 萬<0.1%+18+2.3%加碼–
AEEAmeren CorpCOM1,847$20.3 萬<0.1%+544+41.7%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,423$20.3 萬<0.1%−10−0.2%減碼–
ESTCElastic N.V.ORD SHS4,054$20.3 萬<0.1%−4,994−55.2%減碼歷史
OTISOtis Worldwide CorpStock2,618$20.2 萬<0.1%−2,288−46.6%減碼歷史
GILGildan Activewear Inc.Stock3,626$20.2 萬<0.1%+672+22.7%加碼歷史
VLTOVeralto CorpStock2,282$20.2 萬<0.1%−955−29.5%減碼歷史
LSTRLandstar System IncCOM1,256$20.1 萬<0.1%+719+133.9%加碼歷史
Neos ETF Trust78433H303NEOS S&P 500 HI4,075$20.1 萬<0.1%+1,975+94.0%加碼–
BTSGBrightSpring Health Services, Inc.COM4,718$20.1 萬<0.1%+892+23.3%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH4,961$20.1 萬<0.1%−18−0.4%減碼歷史
Pacer FDS Tr69374H436METAURUS CAP 4005,000$20.1 萬<0.1%00.0%不變–
MAAMid America Apartment Communities Inc.COM1,643$20.1 萬<0.1%+729+79.8%加碼歷史
MTDRMatador Resources CoCOM3,172$20.0 萬<0.1%+858+37.1%加碼歷史
iShares Inc464286327MSCI GLB SLV&MTL5,640$20.0 萬<0.1%+26+0.5%加碼–
ENSGEnsign Group, IncCOM992$20.0 萬<0.1%+232+30.5%加碼歷史
DOCUDocuSign, Inc.Stock4,217$20.0 萬<0.1%+2,681+174.5%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR3,443$19.9 萬<0.1%+811+30.8%加碼歷史
iShares Flexible Income Active ETF092528603ETF3,825$19.9 萬<0.1%−664−14.8%減碼–
IHGIntercontinental Hotels Group PLCSPONSORED ADS1,484$19.8 萬<0.1%+29+2.0%加碼歷史
VanEck Semiconductor ETF92189F676ETF515$19.8 萬<0.1%−531−50.8%減碼–
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF4,128$19.7 萬<0.1%+742+21.9%加碼–
KTKT CorpSPONSORED ADR9,122$19.6 萬<0.1%+2,653+41.0%加碼歷史
THGHanover Insurance Group, Inc.COM1,127$19.5 萬<0.1%+59+5.5%加碼歷史
HPQHP IncStock10,137$19.5 萬<0.1%−3,444−25.4%減碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF9,533$19.5 萬<0.1%00.0%不變–
TERNTerns Pharmaceuticals, Inc.COM3,689$19.4 萬<0.1%+1,482+67.1%加碼歷史
CFCF Industries Holdings, Inc.COM1,496$19.4 萬<0.1%+97+6.9%加碼歷史
AMKRAmkor Technology, Inc.COM4,311$19.4 萬<0.1%+943+28.0%加碼歷史
BROBrown & Brown, Inc.Stock2,976$19.4 萬<0.1%+2,134+253.4%加碼歷史
HALOHalozyme Therapeutics, Inc.COM3,001$19.4 萬<0.1%+48+1.6%加碼歷史
ARCCAres Capital CorpCEF10,731$19.3 萬<0.1%+469+4.6%加碼歷史
DPZDominos Pizza IncCOM537$19.3 萬<0.1%+344+178.2%加碼歷史
LUVSouthwest Airlines CoCOM5,131$19.3 萬<0.1%+508+11.0%加碼歷史
NOKNokia CorpSPONSORED ADR23,964$19.3 萬<0.1%+9,138+61.6%加碼歷史
OMFOneMain Holdings, Inc.COM3,576$19.1 萬<0.1%+1,006+39.1%加碼歷史
FEFirstenergy CorpCOM3,774$19.1 萬<0.1%+1,173+45.1%加碼歷史
CGNXCognex CorpCOM3,888$19.0 萬<0.1%+888+29.6%加碼歷史
ENSEnerSysCOM1,096$19.0 萬<0.1%+410+59.8%加碼歷史
MKLMarkel Group Inc.COM99$18.9 萬<0.1%+17+20.7%加碼歷史
MASIMasimo CorpCOM1,064$18.9 萬<0.1%+88+9.0%加碼歷史
TDToronto Dominion BankStock2,026$18.9 萬<0.1%+818+67.7%加碼歷史
ARGXArgenx SESPONSORED ADR258$18.8 萬<0.1%+53+25.9%加碼歷史
RMBSRambus IncCOM2,188$18.8 萬<0.1%+282+14.8%加碼歷史
CNHCNH Industrial N.V.SHS17,093$18.8 萬<0.1%+2,920+20.6%加碼歷史
CRCrane CoCOMMON STOCK1,099$18.8 萬<0.1%+102+10.2%加碼歷史
ATRAptargroup, Inc.Stock1,491$18.8 萬<0.1%+521+53.7%加碼歷史
PEGPublic Service Enterprise Group IncCOM2,319$18.8 萬<0.1%−448−16.2%減碼歷史
SNASnap-on IncCOM515$18.7 萬<0.1%+87+20.3%加碼歷史
POOLPool CorpCOM923$18.7 萬<0.1%+243+35.7%加碼歷史
Virtus ETF Tr II92790A868KAR MID-CAP ETF7,822$18.6 萬<0.1%−822−9.5%減碼–
LAURLaureate Education, Inc.COMMON STOCK5,349$18.6 萬<0.1%+2,007+60.1%加碼歷史
PBAPembina Pipeline CorpCOM4,154$18.6 萬<0.1%+1,590+62.0%加碼歷史
iShares Core S&P US Value ETF464287663ETF1,809$18.5 萬<0.1%−342−15.9%減碼–
VSATViasat IncCOM4,026$18.4 萬<0.1%+1,766+78.1%加碼歷史
JEFJefferies Financial Group Inc.COM4,462$18.4 萬<0.1%+499+12.6%加碼歷史
NLYAnnaly Capital Management IncREIT8,682$18.4 萬<0.1%−288−3.2%減碼歷史
STTState Street CorpCOM1,450$18.4 萬<0.1%+153+11.8%加碼歷史
PIIPolaris Inc.Stock3,367$18.4 萬<0.1%+552+19.6%加碼歷史
APAMArtisan Partners Asset Management Inc.CL A5,036$18.3 萬<0.1%+1,037+25.9%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