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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
GMABGenmab A/SSPONSORED ADS4,597$12.3 萬<0.1%+1,565+51.6%加碼歷史
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,446$12.3 萬<0.1%00.0%不變–
ROIVRoivant Sciences Ltd.SHS4,433$12.3 萬<0.1%+1,916+76.1%加碼歷史
ECGEverus Construction Group, Inc.Stock1,040$12.3 萬<0.1%+61+6.2%加碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,681$12.3 萬<0.1%+9+0.5%加碼–
Innovator ETFs Trust45782C573US EQTY PWR BUF3,000$12.3 萬<0.1%00.0%不變–
HWCHancock Whitney CorpCOM1,926$12.2 萬<0.1%+301+18.5%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE2,477$12.2 萬<0.1%00.0%不變–
HEI.AHeico CorpCL A578$12.2 萬<0.1%+228+65.1%加碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK5,146$12.2 萬<0.1%+2,706+110.9%加碼歷史
BAPCredicorp LtdCOM359$12.2 萬<0.1%+171+91.0%加碼歷史
HBMHudbay Minerals Inc.COM5,824$12.2 萬<0.1%+2,698+86.3%加碼歷史
BIDUBaidu, Inc.ADR1,090$12.1 萬<0.1%+161+17.3%加碼歷史
EVTCEVERTEC, Inc.COM4,302$12.1 萬<0.1%+524+13.9%加碼歷史
ZIONZions Bancorporation, National AssociationCOM2,105$12.1 萬<0.1%+377+21.8%加碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK3,242$12.1 萬<0.1%+1,130+53.5%加碼歷史
PINSPinterest, Inc.CL A6,610$12.1 萬<0.1%−5,785−46.7%減碼歷史
Schwab Strategic Tr808524680LONG TERM US3,851$12.1 萬<0.1%00.0%不變–
CHDNChurchill Downs IncCOM1,345$12.1 萬<0.1%+301+28.8%加碼歷史
HTHTH World Group LtdSPONSORED ADS2,395$12.0 萬<0.1%+872+57.3%加碼歷史
TIMBTim S.A.SPONSORED ADR4,544$12.0 萬<0.1%+1,925+73.5%加碼歷史
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT1,572$12.0 萬<0.1%+1,572新進–
IDCCInterDigital, Inc.COM397$12.0 萬<0.1%+147+58.8%加碼歷史
ESNTEssent Group Ltd.COM2,045$12.0 萬<0.1%−495−19.5%減碼歷史
RCIRogers Communications IncCL B3,107$11.9 萬<0.1%+418+15.5%加碼歷史
HRHealthcare Realty Trust IncCL A COM7,017$11.9 萬<0.1%+2,949+72.5%加碼歷史
SWKStanley Black & Decker, Inc.COM1,677$11.9 萬<0.1%+720+75.2%加碼歷史
Global X FDS37960A529DEFENSE TECH ETF1,681$11.9 萬<0.1%+181+12.1%加碼–
RYNRayonier IncCOM5,774$11.9 萬<0.1%+90+1.6%加碼歷史
TRIThomson Reuters CorpCOM NO PAR1,318$11.9 萬<0.1%+276+26.5%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF4,054$11.8 萬<0.1%+2,031+100.4%加碼–
CNMCore & Main, Inc.CL A2,389$11.8 萬<0.1%+710+42.3%加碼歷史
RHIRobert Half Inc.COM4,638$11.8 萬<0.1%−1,181−20.3%減碼歷史
GRFSGrifols SASP ADR REP B NVT14,685$11.8 萬<0.1%+6,127+71.6%加碼歷史
NGVTIngevity CorpCOM1,653$11.8 萬<0.1%+39+2.4%加碼歷史
PAASPan American Silver CorpStock2,146$11.7 萬<0.1%+1,304+154.9%加碼歷史
CCJCameco CorpStock1,071$11.6 萬<0.1%+163+18.0%加碼歷史
SIGISelective Insurance Group IncCOM1,540$11.6 萬<0.1%−117−7.1%減碼歷史
OIO-I Glass, Inc.COM11,038$11.6 萬<0.1%+2,495+29.2%加碼歷史
ALKSAlkermes plc.SHS3,278$11.6 萬<0.1%+823+33.5%加碼歷史
ADUSAddus HomeCare CorpCOM1,237$11.6 萬<0.1%+198+19.1%加碼歷史
Vanguard Communication Services ETF92204A884ETF642$11.5 萬<0.1%+321+100.0%加碼–
T Rowe Price Exchange-Traded87283Q859VALUE ETF3,172$11.5 萬<0.1%+3,172新進–
TRUTransUnionCOM1,657$11.5 萬<0.1%+395+31.3%加碼歷史
UIUbiquiti Inc.COM145$11.5 萬<0.1%+25+20.8%加碼歷史
CHKPCheck Point Software Technologies LtdORD799$11.4 萬<0.1%+239+42.7%加碼歷史
VIRTVirtu Financial, Inc.CL A2,593$11.4 萬<0.1%+1,845+246.7%加碼歷史
SKYChampion Homes, Inc.Stock1,530$11.4 萬<0.1%+589+62.6%加碼歷史
ATROAstronics CorpCOM1,705$11.4 萬<0.1%+568+50.0%加碼歷史
KIMKimco Realty CorpCOM5,059$11.4 萬<0.1%+610+13.7%加碼歷史
XPOXPO, Inc.COM584$11.4 萬<0.1%+221+60.9%加碼歷史
AVAHAveanna Healthcare Holdings, Inc.COM17,552$11.3 萬<0.1%+3,172+22.1%加碼歷史
EXRExtra Space Storage Inc.COM861$11.3 萬<0.1%+104+13.7%加碼歷史
KNKnowles CorpCOM4,397$11.3 萬<0.1%+1,033+30.7%加碼歷史
BAXBaxter International IncStock6,720$11.3 萬<0.1%+1,763+35.6%加碼歷史
MPMP Materials Corp.COM CL A2,336$11.3 萬<0.1%+679+41.0%加碼歷史
ASCArdmore Shipping CorpCOM7,358$11.2 萬<0.1%+680+10.2%加碼歷史
CRCLCircle Internet Group, Inc.COM CL A1,174$11.2 萬<0.1%+602+105.2%加碼歷史
VSNTVersant Media Group, Inc.COM CL A3,021$11.2 萬<0.1%+3,021新進歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$11.2 萬<0.1%00.0%不變–
AVAAvista CorpCOM2,782$11.2 萬<0.1%+503+22.1%加碼歷史
AGIAlamos Gold IncStock2,497$11.1 萬<0.1%+1,056+73.3%加碼歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$11.0 萬<0.1%00.0%不變歷史
PRCHPorch Group, Inc.COM15,339$11.0 萬<0.1%+14,943+3,773.5%加碼歷史
QGENQiagen N.V.ORD SHARES2,746$11.0 萬<0.1%+876+46.8%加碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,707$11.0 萬<0.1%+45+1.7%加碼–
ALTAltimmune, Inc.COM NEW35,650$11.0 萬<0.1%+17,967+101.6%加碼歷史
CSGPCostar Group, Inc.COM2,721$11.0 萬<0.1%+1,026+60.5%加碼歷史
WYWeyerhaeuser CoCOM NEW4,492$11.0 萬<0.1%+1,997+80.0%加碼歷史
HOLXHologic IncCOM1,450$11.0 萬<0.1%+338+30.4%加碼歷史
ONCBeOne Medicines Ltd.ADR369$11.0 萬<0.1%+52+16.4%加碼歷史
BCHBank of ChileSPONSORED ADS2,944$10.9 萬<0.1%+1,433+94.8%加碼歷史
HLFHerbalife Ltd.COM SHS7,366$10.8 萬<0.1%+822+12.6%加碼歷史
ESEEsco Technologies IncCOM385$10.8 萬<0.1%+19+5.2%加碼歷史
SSLSasol LtdSPONSORED ADR8,352$10.8 萬<0.1%−132−1.6%減碼歷史
HAEHaemonetics CorpCOM1,920$10.8 萬<0.1%+211+12.3%加碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM8,950$10.8 萬<0.1%00.0%不變歷史
EMBJEmbraer S.A.ADR1,817$10.8 萬<0.1%−181−9.1%減碼歷史
VMRKVivmark ResidentialSH BEN INT1,822$10.8 萬<0.1%+291+19.0%加碼歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS1,009$10.8 萬<0.1%+1+0.1%加碼歷史
AFGAmerican Financial Group IncCOM843$10.8 萬<0.1%−75−8.2%減碼歷史
OISOil States International, IncCOM9,248$10.8 萬<0.1%+1,502+19.4%加碼歷史
SNSharkNinja, Inc.COM SHS1,013$10.7 萬<0.1%+149+17.2%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD6,185$10.7 萬<0.1%−19−0.3%減碼–
PTCPTC Inc.Stock752$10.7 萬<0.1%+89+13.4%加碼歷史
MMSIMerit Medical Systems IncCOM1,551$10.7 萬<0.1%+216+16.2%加碼歷史
RBB FD Inc74933W536US TREASR 10 YR2,452$10.7 萬<0.1%+230+10.4%加碼–
HRBH&R Block IncCOM3,362$10.7 萬<0.1%+1,001+42.4%加碼歷史
LNTHLantheus Holdings, Inc.Stock1,396$10.6 萬<0.1%+853+157.1%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 109,382$10.6 萬<0.1%+2,647+39.3%加碼歷史
TOSTToast, Inc.Stock3,985$10.6 萬<0.1%+539+15.6%加碼歷史
OZKBank OZKCOM2,300$10.6 萬<0.1%+913+65.8%加碼歷史
MCWMister Car Wash, Inc.COM15,125$10.5 萬<0.1%+7,499+98.3%加碼歷史
OKTAOkta, Inc.CL A1,333$10.5 萬<0.1%+129+10.7%加碼歷史
IPGPIpg Photonics CorpCOM915$10.5 萬<0.1%+133+17.0%加碼歷史
MCYMercury General CorpCOM1,185$10.4 萬<0.1%+40+3.5%加碼歷史
MORNMorningstar, Inc.COM616$10.4 萬<0.1%−203−24.8%減碼歷史
IRDMIridium Communications Inc.COM3,750$10.4 萬<0.1%+2,988+392.1%加碼歷史
STRKStrategy IncSERIES A PERP PF1,464$10.4 萬<0.1%+1,464新進歷史
GMEDGlobus Medical IncStock1,199$10.3 萬<0.1%+632+111.5%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