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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
MOG.AMoog Inc.CL A256$7.50 萬<0.1%+47+22.5%加碼歷史
VICRVicor CorpCOM465$7.49 萬<0.1%+103+28.5%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF1,148$7.47 萬<0.1%+574+100.0%加碼–
RVTRoyce Small-Cap Trust, Inc.COM4,500$7.47 萬<0.1%00.0%不變歷史
NOMDNomad Foods LtdUSD ORD SHS7,773$7.47 萬<0.1%+5,341+219.6%加碼歷史
AESAES CorpStock5,296$7.46 萬<0.1%+2,006+61.0%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$7.45 萬<0.1%00.0%不變–
CDPCopt Defense PropertiesREIT2,424$7.42 萬<0.1%+339+16.3%加碼歷史
SMGScotts Miracle-Gro CoStock1,219$7.41 萬<0.1%+1,059+661.9%加碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$7.41 萬<0.1%00.0%不變歷史
KVYOKlaviyo, Inc.COM SER A3,802$7.40 萬<0.1%+3,628+2,085.1%加碼歷史
SPDR Series Trust78468R754ST STR R1K LOWV549$7.37 萬<0.1%+549新進–
PRIPrimerica, Inc.Stock294$7.36 萬<0.1%−19−6.1%減碼歷史
TXNMTXNM Energy IncCOM1,257$7.35 萬<0.1%+184+17.1%加碼歷史
KODKodiak Sciences Inc.COM1,927$7.35 萬<0.1%+936+94.5%加碼歷史
BSYBentley Systems IncCOM CL B2,091$7.34 萬<0.1%−1,692−44.7%減碼歷史
CUZCousins Properties IncCOM NEW3,248$7.33 萬<0.1%+614+23.3%加碼歷史
PLNTPlanet Fitness, Inc.CL A985$7.33 萬<0.1%+579+142.6%加碼歷史
GNWGenworth Financial IncCOM SHS9,022$7.33 萬<0.1%+119+1.3%加碼歷史
BOHBank of Hawaii CorpCOM985$7.31 萬<0.1%+185+23.1%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,948$7.29 萬<0.1%−686−26.0%減碼歷史
SFDSmithfield Foods IncCOM2,607$7.29 萬<0.1%+1,923+281.1%加碼歷史
TUTelus CorpCOM5,674$7.28 萬<0.1%−3,186−36.0%減碼歷史
BGBunge Global SACOM SHS572$7.28 萬<0.1%+33+6.1%加碼歷史
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA1,822$7.26 萬<0.1%+608+50.1%加碼–
PCVXVaxcyte, Inc.COM1,248$7.25 萬<0.1%+507+68.4%加碼歷史
RBRKRubrik, Inc.Stock1,476$7.23 萬<0.1%+1,062+256.5%加碼歷史
BRBRBellring Brands, Inc.Stock4,488$7.22 萬<0.1%+1,809+67.5%加碼歷史
DHTDHT Holdings, Inc.SHS NEW3,943$7.20 萬<0.1%+272+7.4%加碼歷史
PFGCPerformance Food Group CoCOM840$7.20 萬<0.1%+85+11.3%加碼歷史
ACTEnact Holdings, Inc.COM1,761$7.19 萬<0.1%+24+1.4%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF229$7.19 萬<0.1%+20+9.6%加碼–
KDKyndryl Holdings, Inc.Stock5,469$7.18 萬<0.1%+1,073+24.4%加碼歷史
HLNEHamilton Lane INCCL A722$7.17 萬<0.1%+112+18.4%加碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT3,450$7.17 萬<0.1%00.0%不變歷史
COMPCompass, Inc.CL A9,779$7.15 萬<0.1%+8,529+682.3%加碼歷史
IRWDIronwood Pharmaceuticals IncCOM CL A20,336$7.14 萬<0.1%+6,656+48.7%加碼歷史
PTCTPTC Therapeutics, Inc.COM1,045$7.12 萬<0.1%+151+16.9%加碼歷史
Capital Group New Geography14021N105SHS2,251$7.11 萬<0.1%00.0%不變–
IBOCInternational Bancshares CorpCOM1,055$7.10 萬<0.1%+35+3.4%加碼歷史
NWLNewell Brands Inc.Stock20,629$7.08 萬<0.1%+9,354+83.0%加碼歷史
Kraneshares Trust500767306CSI CHI INTERNET2,483$7.06 萬<0.1%+30+1.2%加碼–
NTCTNetscout Systems IncCOM2,220$7.06 萬<0.1%+14+0.6%加碼歷史
DYDycom Industries IncCOM208$7.05 萬<0.1%+5+2.5%加碼歷史
NMIHNMI Holdings, Inc.COM1,874$7.03 萬<0.1%−108−5.4%減碼歷史
FIBKFirst Interstate Bancsystem IncCOM2,099$7.01 萬<0.1%+315+17.7%加碼歷史
WUWestern Union COStock8,020$7.00 萬<0.1%+1,509+23.2%加碼歷史
CARAvis Budget Group, Inc.COM480$7.00 萬<0.1%+41+9.3%加碼歷史
TRMKTrustmark CorpCOM1,657$6.98 萬<0.1%+314+23.4%加碼歷史
LYFTLyft, Inc.CL A COM5,244$6.97 萬<0.1%−25,608−83.0%減碼歷史
SOFISoFi Technologies, Inc.Stock4,387$6.97 萬<0.1%+998+29.4%加碼歷史
UBSIUnited Bankshares IncCOM1,679$6.95 萬<0.1%+187+12.5%加碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP17,799$6.91 萬<0.1%+8,032+82.2%加碼歷史
HSICHenry Schein IncCOM936$6.90 萬<0.1%+586+167.4%加碼歷史
ALMSAlumis Inc.COM3,131$6.90 萬<0.1%+2,684+600.4%加碼歷史
ERASErasca, Inc.COM4,249$6.87 萬<0.1%+1,859+77.8%加碼歷史
GNTXGentex CorpCOM3,142$6.87 萬<0.1%+1,283+69.0%加碼歷史
CECelanese CorpStock1,044$6.86 萬<0.1%+413+65.5%加碼歷史
GPKGraphic Packaging Holding CoCOM6,904$6.86 萬<0.1%+273+4.1%加碼歷史
OXLCOxford Lane Capital Corp.COM7,000$6.85 萬<0.1%+2,700+62.8%加碼歷史
BULLWebull CorpORD SHS14,260$6.84 萬<0.1%+12,544+731.0%加碼歷史
GWREGuidewire Software, Inc.COM457$6.83 萬<0.1%−339−42.6%減碼歷史
BZKanzhun LtdSPONSORED ADS5,104$6.83 萬<0.1%−1,716−25.2%減碼歷史
ADMAAdma Biologics, Inc.COM7,559$6.81 萬<0.1%+1,162+18.2%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF574$6.80 萬<0.1%−1,698−74.7%減碼–
SQMChemical & Mining Co of Chile IncSPON ADR SER B839$6.79 萬<0.1%+313+59.5%加碼歷史
AGOAssured Guaranty LtdCOM832$6.78 萬<0.1%+66+8.6%加碼歷史
MDUMdu Resources Group IncStock3,268$6.77 萬<0.1%+159+5.1%加碼歷史
TFPMTriple Flag Precious Metals Corp.Stock1,947$6.76 萬<0.1%+730+60.0%加碼歷史
INDBIndependent Bank CorpCOM898$6.75 萬<0.1%+193+27.4%加碼歷史
MCMoelis & CoCL A1,183$6.74 萬<0.1%+363+44.3%加碼歷史
INDVIndivior Pharmaceuticals, Inc.COM2,206$6.72 萬<0.1%+1,472+200.5%加碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$6.72 萬<0.1%00.0%不變歷史
MATMattel IncCOM4,620$6.71 萬<0.1%−1,960−29.8%減碼歷史
CFFNCapitol Federal Financial, Inc.COM9,376$6.68 萬<0.1%−768−7.6%減碼歷史
SUNSunoco LPCOM UT REP LP1,027$6.67 萬<0.1%−1,450−58.5%減碼歷史
INFYInfosys LtdSPONSORED ADR4,935$6.67 萬<0.1%−957−16.2%減碼歷史
USALiberty All Star Equity FundSH BEN INT12,000$6.66 萬<0.1%00.0%不變歷史
AGNTAGNT, Inc.COM11,081$6.64 萬<0.1%−429−3.7%減碼歷史
SNDASonida Senior Living, Inc.COM2,058$6.64 萬<0.1%+2,058新進歷史
TAPMolson Coors Beverage CoCL B1,540$6.63 萬<0.1%+436+39.5%加碼歷史
BF.BBrown Forman CorpStock2,498$6.60 萬<0.1%−116−4.4%減碼歷史
DOCSDoximity, Inc.CL A2,833$6.60 萬<0.1%+2,560+937.7%加碼歷史
SLMSLM CorpCOM3,081$6.60 萬<0.1%+501+19.4%加碼歷史
VOYAVoya Financial, Inc.COM965$6.59 萬<0.1%+70+7.8%加碼歷史
FBIZFirst Business Financial Services, Inc.COM1,222$6.59 萬<0.1%+3+0.2%加碼歷史
IAUXi-80 Gold Corp.COM43,322$6.58 萬<0.1%−263−0.6%減碼歷史
SOLVSolventum CorpStock1,008$6.58 萬<0.1%+341+51.1%加碼歷史
RRCRange Resources CorpCOM1,455$6.57 萬<0.1%−1,019−41.2%減碼歷史
UFCSUnited Fire Group IncCOM1,771$6.56 萬<0.1%+45+2.6%加碼歷史
RVTYRevvity, Inc.COM749$6.56 萬<0.1%+109+17.0%加碼歷史
EYENational Vision Holdings, Inc.COM2,531$6.56 萬<0.1%+917+56.8%加碼歷史
RGTIRigetti Computing, Inc.COMMON STOCK4,651$6.53 萬<0.1%+1,121+31.8%加碼歷史
AXAxos Financial, Inc.COM767$6.53 萬<0.1%+230+42.8%加碼歷史
TRNTrinity Industries IncCOM2,021$6.50 萬<0.1%−55−2.6%減碼歷史
TEXTerex CorpStock1,100$6.50 萬<0.1%+694+170.9%加碼歷史
CNOCNO Financial Group, Inc.COM1,582$6.50 萬<0.1%+46+3.0%加碼歷史
NWSNews CorpCL B2,278$6.49 萬<0.1%+397+21.1%加碼歷史
PRAAPra Group IncCOM3,711$6.49 萬<0.1%+1,230+49.6%加碼歷史
AMSFAmerisafe IncCOM1,948$6.49 萬<0.1%−181−8.5%減碼歷史

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