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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
NENoble Corp plcORD SHS A3,080$15.1 萬<0.1%+521+20.4%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT20,797$15.1 萬<0.1%+6,012+40.7%加碼歷史
GFIGold Fields LtdSPONSORED ADR3,324$15.1 萬<0.1%+380+12.9%加碼歷史
FOXFox CorpCL B COM2,838$15.1 萬<0.1%+613+27.6%加碼歷史
FFIVF5, Inc.Stock517$15.0 萬<0.1%+194+60.1%加碼歷史
FDSFactset Research Systems IncStock690$15.0 萬<0.1%−889−56.3%減碼歷史
LNTAlliant Energy CorpStock2,082$14.9 萬<0.1%+623+42.7%加碼歷史
PSAPublic StorageCOM550$14.9 萬<0.1%+54+10.9%加碼歷史
Vanguard Utilities ETF92204A876ETF750$14.9 萬<0.1%+275+57.9%加碼–
INVHInvitation Homes Inc.COM5,975$14.8 萬<0.1%−4,496−42.9%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,360$14.8 萬<0.1%−1,386−50.5%減碼–
IXOrix CorpSPONSORED ADR4,919$14.8 萬<0.1%+120+2.5%加碼歷史
NOVNOV Inc.COM7,833$14.7 萬<0.1%+449+6.1%加碼歷史
DOXAmdocs LtdSHS2,255$14.7 萬<0.1%+550+32.3%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR4,078$14.7 萬<0.1%+515+14.5%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM3,312$14.7 萬<0.1%−126−3.7%減碼歷史
QRVOQorvo, Inc.Stock1,892$14.6 萬<0.1%+13+0.7%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK810$14.6 萬<0.1%+42+5.5%加碼歷史
RRyder System IncCOM713$14.6 萬<0.1%+374+110.3%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,450$14.6 萬<0.1%−345−19.2%減碼–
UNMUnum GroupStock1,995$14.6 萬<0.1%+9+0.5%加碼歷史
BOXBox IncCL A6,150$14.5 萬<0.1%+2,292+59.4%加碼歷史
KTBKontoor Brands, Inc.Stock2,064$14.5 萬<0.1%+269+15.0%加碼歷史
WAYWaystar Holding Corp.COM5,998$14.5 萬<0.1%+3,598+149.9%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,191$14.5 萬<0.1%+6+0.3%加碼–
EGEverest Group, Ltd.COM441$14.4 萬<0.1%−623−58.6%減碼歷史
CDECoeur Mining, Inc.COM NEW7,641$14.3 萬<0.1%+4,129+117.6%加碼歷史
Unified Ser Tr90470L469ONEASCENT EMGRG3,555$14.3 萬<0.1%+1,347+61.0%加碼–
FNVFranco Nevada CorpStock579$14.3 萬<0.1%+193+50.0%加碼歷史
TCBITexas Capital Bancshares IncCOM1,504$14.3 萬<0.1%+189+14.4%加碼歷史
CSLCarlisle Companies IncCOM427$14.2 萬<0.1%−44−9.3%減碼歷史
PORPortland General Electric CoCOM NEW2,695$14.2 萬<0.1%+1,011+60.0%加碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,365$14.2 萬<0.1%+6+0.3%加碼–
GATXGatx CorpCOM832$14.2 萬<0.1%+130+18.5%加碼歷史
STEPStepStone Group Inc.COM CL A2,974$14.2 萬<0.1%+184+6.6%加碼歷史
AGXArgan IncStock260$14.2 萬<0.1%−5−1.9%減碼歷史
VALEVale S.A.SPONSORED ADS8,853$14.1 萬<0.1%−314−3.4%減碼歷史
DXCMDexcom IncCOM2,229$14.0 萬<0.1%−443−16.6%減碼歷史
ALSNAllison Transmission Holdings IncStock1,190$13.9 萬<0.1%+458+62.6%加碼歷史
BEBloom Energy CorpCOM CL A1,027$13.9 萬<0.1%+242+30.8%加碼歷史
PEGAPegasystems IncCOM3,254$13.8 萬<0.1%−1,414−30.3%減碼歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,724$13.8 萬<0.1%−1,464−35.0%減碼–
KNFKnife River CorpStock1,677$13.7 萬<0.1%+737+78.4%加碼歷史
AVPTAvePoint, Inc.COM CL A14,379$13.7 萬<0.1%+3,768+35.5%加碼歷史
VLYValley National BancorpCOM11,109$13.6 萬<0.1%+4,972+81.0%加碼歷史
ABCBAmeris BancorpCOM1,745$13.6 萬<0.1%+30+1.7%加碼歷史
SANMSanmina CorpCOM1,048$13.6 萬<0.1%+54+5.4%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,856$13.6 萬<0.1%00.0%不變–
CPBCAMPBELL'S CoCOM6,094$13.6 萬<0.1%+1,535+33.7%加碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,352$13.5 萬<0.1%+846+167.2%加碼–
ALNTAllient IncCOM2,289$13.5 萬<0.1%+2,245+5,102.3%加碼歷史
LYVLive Nation Entertainment, Inc.COM886$13.5 萬<0.1%+103+13.2%加碼歷史
GFSGLOBALFOUNDRIES Inc.Stock3,037$13.5 萬<0.1%−188−5.8%減碼歷史
INSMINSMED IncCOM PAR $.01826$13.5 萬<0.1%+79+10.6%加碼歷史
OGSONE Gas, Inc.COM1,566$13.5 萬<0.1%+767+96.0%加碼歷史
IONSIonis Pharmaceuticals IncCOM1,794$13.5 萬<0.1%+657+57.8%加碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR10,932$13.5 萬<0.1%+341+3.2%加碼歷史
QTWOQ2 Holdings, Inc.COM2,842$13.4 萬<0.1%+2,647+1,357.4%加碼歷史
LOPEGrand Canyon Education, Inc.COM790$13.4 萬<0.1%−105−11.7%減碼歷史
SONSonoco Products CoCOM2,476$13.4 萬<0.1%+249+11.2%加碼歷史
AVBAvalonbay Communities IncCOM819$13.4 萬<0.1%+168+25.8%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,371$13.4 萬<0.1%+101+8.0%加碼歷史
RPMRPM International IncCOM1,345$13.4 萬<0.1%−248−15.6%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,628$13.3 萬<0.1%−9−0.5%減碼–
FSLRFirst Solar, Inc.Stock672$13.3 萬<0.1%+101+17.7%加碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$13.3 萬<0.1%00.0%不變歷史
NTRNutrien Ltd.COM1,743$13.2 萬<0.1%+760+77.3%加碼歷史
TTMITTM Technologies IncCOM1,347$13.1 萬<0.1%+150+12.5%加碼歷史
WDSWoodside Energy Group LtdADR5,491$13.1 萬<0.1%−265−4.6%減碼歷史
JXNJackson Financial Inc.COM CL A1,239$13.1 萬<0.1%+29+2.4%加碼歷史
GGGGraco IncCOM1,545$13.1 萬<0.1%+619+66.8%加碼歷史
AIZAssurant, Inc.Stock600$13.1 萬<0.1%+76+14.5%加碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR1,159$13.0 萬<0.1%+511+78.9%加碼歷史
MUSAMurphy USA Inc.COM263$13.0 萬<0.1%−188−41.7%減碼歷史
BNLBroadstone Net Lease, Inc.COM7,075$12.9 萬<0.1%+1,788+33.8%加碼歷史
RTORentokil Initial PLCSPONSORED ADR4,096$12.9 萬<0.1%+2,142+109.6%加碼歷史
CARGCarGurus, Inc.COM CL A3,778$12.9 萬<0.1%+834+28.3%加碼歷史
iShares Core High Dividend ETF46429B663ETF944$12.8 萬<0.1%−1−0.1%減碼–
HMYHarmony Gold Mining Co LtdADR8,321$12.8 萬<0.1%−382−4.4%減碼歷史
MPTMedical Properties Trust IncCOM27,536$12.7 萬<0.1%−3,602−11.6%減碼歷史
ALLYAlly Financial Inc.Stock3,243$12.7 萬<0.1%+1,787+122.7%加碼歷史
WITWipro LtdSPON ADR 1 SH59,889$12.7 萬<0.1%+5,398+9.9%加碼歷史
WALWestern Alliance BancorporationCOM1,787$12.7 萬<0.1%+953+114.3%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM2,722$12.6 萬<0.1%+1,695+165.0%加碼歷史
SAIASaia IncCOM359$12.6 萬<0.1%−69−16.1%減碼歷史
OWLBlue Owl Capital Inc.COM CL A13,808$12.6 萬<0.1%+12,172+744.0%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,682$12.6 萬<0.1%+6+0.2%加碼–
NEUNewmarket CorpCOM196$12.6 萬<0.1%+3+1.6%加碼歷史
AWRAmerican States Water CoCOM1,662$12.6 萬<0.1%−25−1.5%減碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$12.6 萬<0.1%00.0%不變歷史
SBACSba Communications CorpCL A728$12.5 萬<0.1%+126+20.9%加碼歷史
MKCMcCormick & Co IncStock2,481$12.5 萬<0.1%+692+38.7%加碼歷史
MRPMillrose Properties, Inc.COM CL A4,468$12.5 萬<0.1%−338−7.0%減碼歷史
AEISAdvanced Energy Industries IncCOM387$12.5 萬<0.1%+26+7.2%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A2,721$12.5 萬<0.1%−75−2.7%減碼歷史
REXRRexford Industrial Realty, Inc.COM3,804$12.5 萬<0.1%+441+13.1%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A66$12.4 萬<0.1%−8−10.8%減碼歷史
QLYSQualys, Inc.COM1,415$12.4 萬<0.1%+184+14.9%加碼歷史
QQnity Electronics, Inc.COMMON STOCK1,075$12.4 萬<0.1%+60+5.9%加碼歷史
SUISun Communities IncCOM982$12.4 萬<0.1%+209+27.0%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