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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
STWDStarwood Property Trust, Inc.COM5,153$8.87 萬<0.1%+281+5.8%加碼歷史
AGFirst Majestic Silver CorpCOM4,129$8.87 萬<0.1%+2,788+207.9%加碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,597$8.87 萬<0.1%−348−17.9%減碼–
WFRDWeatherford International plcORD SHS935$8.84 萬<0.1%+231+32.8%加碼歷史
ELPCEnergy Co of ParanaSPONSORED ADS7,373$8.80 萬<0.1%+1,379+23.0%加碼歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,881$8.79 萬<0.1%+22+0.6%加碼–
WTIW&T Offshore IncCOM25,788$8.79 萬<0.1%−121−0.5%減碼歷史
THWabrdn World Healthcare FundBEN INT SHS7,500$8.75 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH759$8.75 萬<0.1%+759新進–
iShares S&P Small-Cap 600 Growth ETF464287887ETF603$8.73 萬<0.1%+44+7.9%加碼–
GDSGDS Holdings LtdSPONSORED ADS2,160$8.70 萬<0.1%+915+73.5%加碼歷史
OSOneStream, Inc.CL A3,626$8.70 萬<0.1%+953+35.7%加碼歷史
RIVNRivian Automotive, Inc.Stock5,782$8.70 萬<0.1%+528+10.0%加碼歷史
NTESNetEase, Inc.SPONSORED ADS777$8.69 萬<0.1%+107+16.0%加碼歷史
BGRBlackRock Energy & Resources TrustCOM5,020$8.69 萬<0.1%00.0%不變歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR4,650$8.69 萬<0.1%+1,167+33.5%加碼歷史
AXSMAxsome Therapeutics, Inc.COM512$8.65 萬<0.1%+166+48.0%加碼歷史
SMCISuper Micro Computer, Inc.Stock3,788$8.63 萬<0.1%+939+33.0%加碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR2,821$8.61 萬<0.1%+491+21.1%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW1,220$8.60 萬<0.1%+433+55.0%加碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM SHS BENF INT5,000$8.59 萬<0.1%+1,600+47.1%加碼依 1 比 5 拆股換算歷史
PDIPIMCO Dynamic Income FundSHS5,000$8.55 萬<0.1%00.0%不變歷史
HUMHumana IncStock493$8.55 萬<0.1%−437−47.0%減碼歷史
INSWInternational Seaways, Inc.COM1,169$8.52 萬<0.1%+118+11.2%加碼歷史
UHSUniversal Health Services IncCL B476$8.52 萬<0.1%+20+4.4%加碼歷史
DOCHealthpeak Properties, Inc.COM5,182$8.51 萬<0.1%+1,050+25.4%加碼歷史
BlackRock ETF Trust09290C764ISHA IN CTRY ETF2,645$8.50 萬<0.1%+2,645新進–
CSTMConstellium SECL A SHS3,452$8.48 萬<0.1%+301+9.6%加碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM8,026$8.48 萬<0.1%+277+3.6%加碼歷史
FOXAFox CorpCL A COM1,451$8.47 萬<0.1%+251+20.9%加碼歷史
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS2,294$8.47 萬<0.1%+647+39.3%加碼–
PAAPlains All American Pipeline LPUNIT LTD PARTN3,794$8.47 萬<0.1%+3,494+1,164.7%加碼歷史
BEKEKE Holdings Inc.SPONSORED ADS5,647$8.45 萬<0.1%+1,543+37.6%加碼歷史
FHBFirst Hawaiian, Inc.COM3,427$8.44 萬<0.1%−335−8.9%減碼歷史
BRSPBrightSpire Capital, Inc.COM CL A15,074$8.44 萬<0.1%−22−0.1%減碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$8.44 萬<0.1%00.0%不變–
CAVACava Group, Inc.COM1,040$8.41 萬<0.1%+393+60.7%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF1,767$8.40 萬<0.1%−286−13.9%減碼–
ESABESAB CorpCOM865$8.36 萬<0.1%+176+25.5%加碼歷史
ProShares Tr74347X831ULTRAPRO QQQ2,004$8.35 萬<0.1%−758−27.4%減碼–
PNWPinnacle West Capital CorpCOM827$8.33 萬<0.1%+295+55.5%加碼歷史
CENXCentury Aluminum CoCOM1,419$8.33 萬<0.1%+297+26.5%加碼歷史
NUTXNutex Health Inc.COM873$8.30 萬<0.1%+873新進歷史
DMLPDorchester Minerals, L.P.COM UNIT3,061$8.30 萬<0.1%00.0%不變歷史
GLNGGolar LNG LtdSHS1,532$8.29 萬<0.1%+223+17.0%加碼歷史
PLPlanet Labs PBCCOM CL A2,965$8.29 萬<0.1%+2,102+243.6%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock910$8.22 萬<0.1%+205+29.1%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF229$8.22 萬<0.1%+80+53.7%加碼–
TPHTri Pointe Homes, Inc.COM1,756$8.21 萬<0.1%−212−10.8%減碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE2,465$8.19 萬<0.1%−10.0%減碼–
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM6,000$8.18 萬<0.1%00.0%不變歷史
LBTYALiberty Global Ltd.COM CL A6,758$8.17 萬<0.1%−1,565−18.8%減碼歷史
SPXCSPX Technologies, Inc.COM408$8.16 萬<0.1%+38+10.3%加碼歷史
OLEDUniversal Display CorpCOM888$8.14 萬<0.1%−321−26.6%減碼歷史
FSMFortuna Mining Corp.Stock8,195$8.14 萬<0.1%+2,832+52.8%加碼歷史
DDSDillard's, Inc.CL A142$8.12 萬<0.1%+32+29.1%加碼歷史
RKLBRocket Lab CorpCOM1,265$8.12 萬<0.1%+579+84.4%加碼歷史
DVDoubleVerify Holdings, Inc.COM8,548$8.12 萬<0.1%+4,270+99.8%加碼歷史
TENTsakos Energy Navigation LtdSHS2,055$8.11 萬<0.1%+743+56.6%加碼歷史
CTRECareTrust REIT, Inc.COM2,199$8.06 萬<0.1%+850+63.0%加碼歷史
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$8.04 萬<0.1%00.0%不變歷史
DRSLeonardo DRS, Inc.Stock1,798$8.00 萬<0.1%+607+51.0%加碼歷史
SPNTSiriusPoint LtdCOM3,704$7.98 萬<0.1%+1,256+51.3%加碼歷史
HTBKHeritage Commerce CorpCOM6,391$7.98 萬<0.1%+72+1.1%加碼歷史
WSFSWSFS Financial CorpCOM1,217$7.97 萬<0.1%+69+6.0%加碼歷史
Innovator ETFs Trust45784N809EQUI DEFI 1 NOVE3,000$7.96 萬<0.1%00.0%不變–
BRXBrixmor Property Group Inc.COM2,762$7.95 萬<0.1%+1,359+96.9%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD9,441$7.91 萬<0.1%+1,306+16.1%加碼歷史
KRPKimbell Royalty Partners, LPUNIT5,450$7.89 萬<0.1%00.0%不變歷史
UTGReaves Utility Income FundCOM SH BEN INT2,000$7.86 萬<0.1%00.0%不變歷史
RDYDr Reddys Laboratories LtdADR5,655$7.83 萬<0.1%+2,888+104.4%加碼歷史
JOUTJohnson Outdoors IncCL A1,684$7.83 萬<0.1%+562+50.1%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C1,548$7.79 萬<0.1%+941+155.0%加碼歷史
CSGSCSG Systems International IncCOM973$7.78 萬<0.1%+235+31.8%加碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD32,511$7.77 萬<0.1%+6,617+25.6%加碼歷史
ORAOrmat Technologies, Inc.COM694$7.77 萬<0.1%+168+31.9%加碼歷史
SWKSSkyworks Solutions, Inc.Stock1,450$7.76 萬<0.1%−19−1.3%減碼歷史
PHINPhinia Inc.COMMON STOCK1,132$7.75 萬<0.1%+376+49.7%加碼歷史
MMSMaximus, Inc.COM1,206$7.73 萬<0.1%−368−23.4%減碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS7,500$7.72 萬<0.1%00.0%不變歷史
iShares Tr464288372GLB INFRASTR ETF1,150$7.71 萬<0.1%+79+7.4%加碼–
EPAMEPAM Systems, Inc.COM569$7.70 萬<0.1%+489+611.3%加碼歷史
STSensata Technologies Holding plcSHS2,187$7.70 萬<0.1%+711+48.2%加碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,122$7.68 萬<0.1%+1,122新進–
VNOVornado Realty TrustSH BEN INT2,951$7.67 萬<0.1%+1,150+63.9%加碼歷史
VTRSViatris IncStock5,671$7.66 萬<0.1%+1,134+25.0%加碼歷史
PKPark Hotels & Resorts Inc.COM7,261$7.65 萬<0.1%−1,357−15.7%減碼歷史
NJRNew Jersey Resources CorpStock1,391$7.64 萬<0.1%+280+25.2%加碼歷史
MSAMSA Safety IncCOM465$7.62 萬<0.1%+134+40.5%加碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E2,257$7.60 萬<0.1%+565+33.4%加碼–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,709$7.60 萬<0.1%+793+86.6%加碼歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$7.59 萬<0.1%00.0%不變歷史
GRABGrab Holdings LtdCLASS A ORD20,715$7.58 萬<0.1%+5,415+35.4%加碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG1,900$7.57 萬<0.1%+983+107.2%加碼歷史
DANDANA IncCOM2,247$7.56 萬<0.1%+667+42.2%加碼歷史
KHCKraft Heinz CoStock3,354$7.54 萬<0.1%−3,804−53.1%減碼歷史
TKRTimken CoCOM750$7.54 萬<0.1%+56+8.1%加碼歷史
AROCArchrock, Inc.COM2,164$7.53 萬<0.1%−85−3.8%減碼歷史
Flexshares Tr33939L886ULTR SHO INC FD996$7.51 萬<0.1%00.0%不變–
CMCCommercial Metals CoStock1,222$7.51 萬<0.1%+626+105.0%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