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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
XPEVXpeng Inc.ADS6,035$10.3 萬<0.1%+2,129+54.5%加碼歷史
LIVNLivaNova PLCSHS1,623$10.3 萬<0.1%+826+103.6%加碼歷史
FTREFortrea Holdings Inc.COMMON STOCK10,936$10.3 萬<0.1%+953+9.5%加碼歷史
CRBGCorebridge Financial, Inc.COM4,309$10.3 萬<0.1%−1,220−22.1%減碼歷史
FAFFirst American Financial CorpStock1,703$10.3 萬<0.1%−232−12.0%減碼歷史
NVSTEnvista Holdings CorpCOM4,039$10.2 萬<0.1%−184−4.4%減碼歷史
CRWVCoreWeave, Inc.Stock1,320$10.2 萬<0.1%+69+5.5%加碼歷史
AVTAvnet IncCOM1,658$10.2 萬<0.1%+466+39.1%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF3,388$10.2 萬<0.1%−1,043−23.5%減碼–
CYTKCytokinetics IncCOM NEW1,548$10.2 萬<0.1%+549+55.0%加碼歷史
LASRNlight, Inc.COM1,783$10.2 萬<0.1%+721+67.9%加碼歷史
BRCBrady CorpCL A1,249$10.1 萬<0.1%+251+25.2%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF250$10.1 萬<0.1%00.0%不變–
DNPDNP Select Income Fund IncCOM9,795$10.1 萬<0.1%−1,950−16.6%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM587$10.1 萬<0.1%−9−1.5%減碼歷史
FSKFS KKR Capital CorpCOM9,889$10.1 萬<0.1%+258+2.7%加碼歷史
TTANServiceTitan, Inc.SHS CL A1,586$10.1 萬<0.1%+680+75.1%加碼歷史
GLXYGalaxy Digital Inc.CL A5,451$10.1 萬<0.1%+109+2.0%加碼歷史
LINELineage, Inc.COM3,064$10.0 萬<0.1%+2,300+301.0%加碼歷史
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP4,157$10.0 萬<0.1%+3,757+939.3%加碼–
PRAProassurance CorpCOM4,059$10.0 萬<0.1%−981−19.5%減碼歷史
QSRRestaurant Brands International Inc.COM1,357$10.0 萬<0.1%+290+27.2%加碼歷史
TMHCTaylor Morrison Home CorpCOM1,706$9.94 萬<0.1%−22−1.3%減碼歷史
iShares Tr46435U713US INFRASTRUC1,736$9.93 萬<0.1%+446+34.6%加碼–
AMXAmerica Movil SAB de CVSPON ADS RP CL B3,896$9.93 萬<0.1%+739+23.4%加碼歷史
LINCLincoln Educational Services CorpCOM2,436$9.91 萬<0.1%+1,932+383.3%加碼歷史
iShares Tr464289420RUS TP200 VL ETF1,063$9.85 萬<0.1%+37+3.6%加碼–
UPWKUpwork, IncCOM8,959$9.82 萬<0.1%+956+11.9%加碼歷史
PSMTPricesmart IncCOM651$9.80 萬<0.1%+120+22.6%加碼歷史
AVYAvery Dennison CorpCOM567$9.79 萬<0.1%+49+9.5%加碼歷史
RITMRithm Capital Corp.REIT10,309$9.77 萬<0.1%+1,274+14.1%加碼歷史
REYNReynolds Consumer Products Inc.COM4,614$9.77 萬<0.1%−2,427−34.5%減碼歷史
GIBCgi IncCL A1,334$9.75 萬<0.1%+237+21.6%加碼歷史
SAMBoston Beer Co IncCL A423$9.75 萬<0.1%+80+23.3%加碼歷史
HSYHershey CoCOM469$9.74 萬<0.1%+93+24.7%加碼歷史
BWXTBWX Technologies, Inc.COM476$9.74 萬<0.1%+362+317.5%加碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,424$9.73 萬<0.1%+1,212+100.0%加碼–
SRPTSarepta Therapeutics, Inc.COM4,469$9.72 萬<0.1%−1,453−24.5%減碼歷史
iShares Inc46434G889EMNG MKTS EQT1,606$9.71 萬<0.1%+445+38.3%加碼–
MURMurphy Oil CorpCOM2,352$9.70 萬<0.1%+581+32.8%加碼歷史
WWayfair Inc.CL A1,289$9.69 萬<0.1%−599−31.7%減碼歷史
ELEstee Lauder Companies IncCL A1,349$9.68 萬<0.1%+370+37.8%加碼歷史
CVLTCommvault Systems IncCOM1,242$9.67 萬<0.1%+1,177+1,810.8%加碼歷史
ADCAgree Realty CorpCOM1,281$9.66 萬<0.1%+292+29.5%加碼歷史
CFRCullen/Frost Bankers, Inc.COM704$9.65 萬<0.1%+107+17.9%加碼歷史
HUNHuntsman CORPCOM7,240$9.64 萬<0.1%+1,672+30.0%加碼歷史
PTGXProtagonist Therapeutics, IncCOM911$9.60 萬<0.1%+352+63.0%加碼歷史
CNXCConcentrix CorpStock3,509$9.60 萬<0.1%+1,960+126.5%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY2,070$9.57 萬<0.1%00.0%不變–
SWXSouthwest Gas Holdings, Inc.COM1,099$9.55 萬<0.1%+569+107.4%加碼歷史
EXPOExponent IncCOM1,463$9.55 萬<0.1%−126−7.9%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK5,585$9.52 萬<0.1%+3,523+170.9%加碼歷史
VSECVse CorpCOM516$9.52 萬<0.1%+258+100.0%加碼歷史
Vanguard Financials ETF92204A405ETF787$9.51 萬<0.1%+384+95.3%加碼–
WisdomTree Tr97717W505US MIDCAP DIVID1,810$9.51 萬<0.1%00.0%不變–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF374$9.50 萬<0.1%00.0%不變–
MGMMGM Resorts InternationalStock2,563$9.49 萬<0.1%−3,331−56.5%減碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS531$9.46 萬<0.1%−1,177−68.9%減碼歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW1,802$9.46 萬<0.1%+456+33.9%加碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM15,716$9.43 萬<0.1%+14,477+1,168.4%加碼歷史
ZBRAZebra Technologies CorpCL A450$9.39 萬<0.1%−259−36.5%減碼歷史
NICNicolet Bankshares IncCOM630$9.37 萬<0.1%+284+82.1%加碼歷史
AOSSmith A O CorpCOM1,420$9.36 萬<0.1%−128−8.3%減碼歷史
CELCCelcuity Inc.COM820$9.36 萬<0.1%+477+139.1%加碼歷史
MGAMagna International IncCOM1,675$9.35 萬<0.1%+896+115.0%加碼歷史
Vanguard Industrials ETF92204A603ETF299$9.34 萬<0.1%+154+106.2%加碼–
FMSFresenius Medical Care AGSPONSORED ADR4,135$9.33 萬<0.1%+1,383+50.3%加碼歷史
FFINFirst Financial Bankshares IncCOM3,164$9.32 萬<0.1%+1,031+48.3%加碼歷史
APGAPi Group CorpCOM STK2,297$9.31 萬<0.1%+607+35.9%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A6,468$9.29 萬<0.1%+2,377+58.1%加碼歷史
GHGuardant Health, Inc.COM1,005$9.28 萬<0.1%−237−19.1%減碼歷史
EQHEquitable Holdings, Inc.COM2,501$9.28 萬<0.1%+526+26.6%加碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT8,333$9.21 萬<0.1%00.0%不變依 1 比 3 拆股換算歷史
TALOTalos Energy Inc.COM5,834$9.19 萬<0.1%+178+3.1%加碼歷史
NSPInsperity, Inc.COM3,393$9.17 萬<0.1%−1,173−25.7%減碼歷史
CUBECubeSmartREIT2,501$9.17 萬<0.1%+2,035+436.7%加碼歷史
DXDynex Capital IncCOM7,181$9.16 萬<0.1%+63+0.9%加碼歷史
Etfis Ser Tr I26923G822VIRTUS INFRCAP4,500$9.16 萬<0.1%00.0%不變–
SOLSSolstice Advanced Materials Inc.COM SHS1,200$9.14 萬<0.1%+504+72.4%加碼歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW4,620$9.14 萬<0.1%+658+16.6%加碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK3,958$9.13 萬<0.1%+1,947+96.8%加碼歷史
ETSYEtsy IncCOM1,825$9.12 萬<0.1%−1,949−51.6%減碼歷史
EMNEastman Chemical CoStock1,193$9.10 萬<0.1%+207+21.0%加碼歷史
CGCarlyle Group Inc.COM1,876$9.08 萬<0.1%+533+39.7%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM1,531$9.07 萬<0.1%+249+19.4%加碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM2,074$9.06 萬<0.1%+1,791+632.9%加碼歷史
SBRASabra Health Care REIT, Inc.REIT4,708$9.05 萬<0.1%+817+21.0%加碼歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$9.05 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$9.03 萬<0.1%00.0%不變–
OBDCBlue Owl Capital CorpCOM8,159$9.02 萬<0.1%+4,134+102.7%加碼歷史
iShares Tr464287549EXPND TEC SC ETF761$9.02 萬<0.1%+200+35.7%加碼–
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC3,189$9.02 萬<0.1%+3,189新進–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,970$9.02 萬<0.1%00.0%不變–
DVADavita Inc.COM586$9.01 萬<0.1%+314+115.4%加碼歷史
FELEFranklin Electric Co IncCOM977$9.01 萬<0.1%+175+21.8%加碼歷史
DEODiageo PLCSPON ADR NEW1,200$8.94 萬<0.1%+249+26.2%加碼歷史
MANManpowerGroup Inc.COM3,021$8.90 萬<0.1%+1,074+55.2%加碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$8.89 萬<0.1%00.0%不變歷史
ACMAecomCOM1,048$8.89 萬<0.1%+818+355.7%加碼歷史
SNEXStoneX Group Inc.COM1,102$8.89 萬<0.1%+568+106.4%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