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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
WTRGEssential Utilities, Inc.COM4,549$18.3 萬<0.1%+1,250+37.9%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY5,293$18.3 萬<0.1%+2,390+82.3%加碼歷史
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,342$18.3 萬<0.1%+85+1.2%加碼–
APTVAptiv PLCStock2,624$18.2 萬<0.1%+141+5.7%加碼歷史
TYLTyler Technologies IncCOM532$18.2 萬<0.1%−169−24.1%減碼歷史
YUMCYum China Holdings, Inc.COM3,719$18.1 萬<0.1%+1,370+58.3%加碼歷史
CCICrown Castle Inc.REIT2,230$18.1 萬<0.1%+739+49.6%加碼歷史
iShares Tr4642874407-10 YR TRSY BD1,898$18.1 萬<0.1%−1,388−42.2%減碼–
CLXClorox CoStock1,739$18.0 萬<0.1%+783+81.9%加碼歷史
Pacer FDS Tr69374H659CASH COWS ETF3,931$18.0 萬<0.1%+2,178+124.2%加碼–
TROWPrice T Rowe Group IncStock1,993$18.0 萬<0.1%+319+19.1%加碼歷史
SAICScience Applications International CorpCOM1,887$17.9 萬<0.1%+1,081+134.1%加碼歷史
PRPermian Resources CorpCLASS A COM8,386$17.9 萬<0.1%+5,900+237.3%加碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP2,388$17.8 萬<0.1%+14+0.6%加碼–
EPREpr PropertiesCOM SH BEN INT3,544$17.7 萬<0.1%−171−4.6%減碼歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$17.7 萬<0.1%00.0%不變歷史
TWLOTwilio IncCL A1,405$17.7 萬<0.1%+324+30.0%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,869$17.7 萬<0.1%+32+0.8%加碼–
PSOPearson PLCSPONSORED ADR13,350$17.5 萬<0.1%+3,080+30.0%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW2,646$17.4 萬<0.1%+458+20.9%加碼歷史
WSMWilliams Sonoma IncCOM953$17.4 萬<0.1%+423+79.8%加碼歷史
DRDDrdgold LtdSPON ADR REPSTG5,895$17.3 萬<0.1%+1,059+21.9%加碼歷史
OROR Royalties Inc.COM SHS4,539$17.3 萬<0.1%+2,209+94.8%加碼歷史
ANFAbercrombie & Fitch CoCL A1,886$17.2 萬<0.1%+677+56.0%加碼歷史
CNICanadian National Railway CoStock1,677$17.2 萬<0.1%+159+10.5%加碼歷史
iShares Tr46434V647GLOBAL REIT ETF6,849$17.2 萬<0.1%+68+1.0%加碼–
BKHBlack Hills CorpCOM2,479$17.2 萬<0.1%+440+21.6%加碼歷史
Capital Group Dividend Growe14021L109SHS ETF4,786$17.2 萬<0.1%+550+13.0%加碼–
FWONKLiberty Media CorpCOM LBTY ONE S C2,015$17.1 萬<0.1%−43−2.1%減碼歷史
OGEOGE Energy Corp.COM3,571$17.1 萬<0.1%+1,738+94.8%加碼歷史
FHIFederated Hermes, Inc.CL B3,012$17.1 萬<0.1%+1,205+66.7%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN2,162$17.1 萬<0.1%−46−2.1%減碼–
VMIValmont Industries IncCOM426$17.0 萬<0.1%−33−7.2%減碼歷史
PPGPPG Industries IncStock1,588$17.0 萬<0.1%+147+10.2%加碼歷史
ZSZscaler, Inc.Stock1,210$17.0 萬<0.1%−630−34.2%減碼歷史
NDSNNordson CorpCOM638$17.0 萬<0.1%−48−7.0%減碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,772$16.9 萬<0.1%+12+0.7%加碼–
Vanguard Morningstar Large-Cap ETF922908637ETF567$16.9 萬<0.1%00.0%不變–
WDAYWorkday, Inc.CL A1,304$16.9 萬<0.1%+7+0.5%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,649$16.8 萬<0.1%+102+6.6%加碼歷史
HLHecla Mining CoCOM9,025$16.8 萬<0.1%+3,960+78.2%加碼歷史
LDOSLeidos Holdings, Inc.COM1,080$16.8 萬<0.1%−453−29.5%減碼歷史
CHWYChewy, Inc.CL A6,216$16.8 萬<0.1%+863+16.1%加碼歷史
iShares Tr46432F388MSCI USA VALUE1,179$16.8 萬<0.1%+208+21.4%加碼–
ALVAutoliv IncCOM1,593$16.8 萬<0.1%+596+59.8%加碼歷史
FORMFormfactor IncCOM1,727$16.8 萬<0.1%+586+51.4%加碼歷史
CPCanadian Pacific Kansas City LtdCOM2,128$16.7 萬<0.1%+610+40.2%加碼歷史
GTLBGitlab Inc.CLASS A COM7,731$16.7 萬<0.1%+1,713+28.5%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF3,023$16.7 萬<0.1%−37−1.2%減碼–
BBWIBath & Body Works, Inc.COM8,938$16.7 萬<0.1%+2,885+47.7%加碼歷史
COLLCollegium Pharmaceutical, IncCOM5,035$16.7 萬<0.1%+861+20.6%加碼歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,798$16.5 萬<0.1%+318+21.5%加碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR2,697$16.5 萬<0.1%−1,915−41.5%減碼–
SHCSotera Health CoCOM11,518$16.5 萬<0.1%+3,946+52.1%加碼歷史
NFGNational Fuel Gas CoStock1,757$16.5 萬<0.1%−169−8.8%減碼歷史
NVMINova Ltd.COM379$16.5 萬<0.1%+99+35.4%加碼歷史
FUTUFutu Holdings LtdSPON ADS CL A1,203$16.5 萬<0.1%+443+58.3%加碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD4,900$16.4 萬<0.1%−4,127−45.7%減碼–
AGNCAGNC Investment Corp.REIT16,273$16.3 萬<0.1%+2,576+18.8%加碼歷史
FERFerrovial N.V.ORD SHS2,505$16.3 萬<0.1%+1,064+73.8%加碼歷史
CPNGCoupang, Inc.CL A8,621$16.3 萬<0.1%+4,970+136.1%加碼歷史
PACSPACS Group, Inc.COM SHS5,064$16.3 萬<0.1%+4,465+745.4%加碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,264$16.2 萬<0.1%−16−0.7%減碼–
BCEBce IncCOM NEW6,393$16.1 萬<0.1%+2,448+62.1%加碼歷史
WSOWatsco IncCOM443$16.1 萬<0.1%+14+3.3%加碼歷史
VVRInvesco Senior Income TrustCOM50,046$16.1 萬<0.1%00.0%不變歷史
COHRCoherent Corp.COM676$16.1 萬<0.1%+128+23.4%加碼歷史
VALValaris LtdCL A1,639$16.1 萬<0.1%+3+0.2%加碼歷史
ARLOArlo Technologies, Inc.COM11,281$16.1 萬<0.1%+1,884+20.0%加碼歷史
Global X FDS37954Y632ARTIFICIAL ETF3,432$16.0 萬<0.1%+13+0.4%加碼–
CLSCelestica IncStock569$16.0 萬<0.1%+43+8.2%加碼歷史
XYLXylem Inc.COM1,338$16.0 萬<0.1%+282+26.7%加碼歷史
FLRFluor CorpStock3,404$15.9 萬<0.1%−1,090−24.3%減碼歷史
ALSumisho Air Lease CorpCL A2,436$15.8 萬<0.1%−653−21.1%減碼歷史
SNYSanofiSPONSORED ADR3,283$15.8 萬<0.1%+1,408+75.1%加碼歷史
WSTWest Pharmaceutical Services IncCOM630$15.8 萬<0.1%−446−41.4%減碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,087$15.8 萬<0.1%+1,087新進–
LEALear CorpCOM NEW1,298$15.7 萬<0.1%+373+40.3%加碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS9,840$15.7 萬<0.1%+3,736+61.2%加碼歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD2,092$15.6 萬<0.1%+1,046+100.0%加碼–
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,157$15.6 萬<0.1%00.0%不變歷史
BCMLBayCom CorpCOM5,241$15.6 萬<0.1%−169−3.1%減碼歷史
FMCFMC CorpCOM NEW9,041$15.6 萬<0.1%+8,804+3,714.8%加碼歷史
PHIPLDT Inc.SPONSORED ADR7,390$15.5 萬<0.1%+3,155+74.5%加碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC1,989$15.5 萬<0.1%00.0%不變–
LADLithia Motors IncCOM622$15.5 萬<0.1%−204−24.7%減碼歷史
CRCCalifornia Resources CorpCOM STOCK2,234$15.5 萬<0.1%+268+13.6%加碼歷史
TECKTeck Resources LtdCL B2,987$15.5 萬<0.1%+1,026+52.3%加碼歷史
SEISolaris Energy Infrastructure, Inc.COM CL A2,723$15.4 萬<0.1%+9+0.3%加碼歷史
TLNTalen Energy CorpCOM482$15.4 萬<0.1%+7+1.5%加碼歷史
CHEChemed CorpCOM406$15.3 萬<0.1%+35+9.4%加碼歷史
MZTIMarzetti CoCOM1,106$15.3 萬<0.1%+536+94.0%加碼歷史
TXG10x Genomics, Inc.CL A COM7,186$15.3 萬<0.1%+1,012+16.4%加碼歷史
SVMSilvercorp Metals IncCOM14,177$15.2 萬<0.1%+6,674+89.0%加碼歷史
LMATLemaitre Vascular IncCOM1,393$15.2 萬<0.1%+308+28.4%加碼歷史
FUSBFirst US Bancshares, Inc.COM9,932$15.2 萬<0.1%+4,966+100.0%加碼歷史
PCTYPaylocity Holding CorpCOM1,404$15.2 萬<0.1%+180+14.7%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR2,591$15.2 萬<0.1%+1,029+65.9%加碼歷史
FTVFortive CorpStock2,738$15.1 萬<0.1%+730+36.4%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,640$15.1 萬<0.1%−982−37.5%減碼–

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