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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
FNBFNB CorpCOM3,882$6.49 萬<0.1%+280+7.8%加碼歷史
HTHHilltop Holdings Inc.COM1,812$6.49 萬<0.1%+246+15.7%加碼歷史
USASAmericas Gold & Silver CorpCOM NEW12,404$6.47 萬<0.1%+12,404新進歷史
Global X FDS37954Y384CYBRSCURTY ETF2,577$6.47 萬<0.1%+181+7.6%加碼–
DLXDeluxe CorpCOM2,347$6.46 萬<0.1%+168+7.7%加碼歷史
UCBUnited Community Banks IncCOM2,052$6.46 萬<0.1%+72+3.6%加碼歷史
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$6.46 萬<0.1%00.0%不變–
THOThor Industries IncCOM808$6.46 萬<0.1%−205−20.2%減碼歷史
DLBDolby Laboratories, Inc.COM CL A1,075$6.46 萬<0.1%−41−3.7%減碼歷史
American Centy ETF Tr025072372EMERGING MKT VAL1,075$6.45 萬<0.1%+967+895.4%加碼–
PPLIPeople IncCOM NEW1,607$6.43 萬<0.1%+1,138+242.6%加碼歷史
RELYRemitly Global, Inc.COM4,102$6.43 萬<0.1%+1,460+55.3%加碼歷史
ESSEssex Property Trust, Inc.COM265$6.41 萬<0.1%+63+31.2%加碼歷史
ProShares Tr74347X823ULTRPRO DOW301,277$6.41 萬<0.1%+1+0.1%加碼–
FSLYFastly, Inc.CL A2,204$6.40 萬<0.1%+627+39.8%加碼歷史
EXPEagle Materials IncCOM338$6.40 萬<0.1%+14+4.3%加碼歷史
VanEck ETF Trust92189F411BDC INCOME ETF5,000$6.40 萬<0.1%+1,750+53.8%加碼–
WMSAdvanced Drainage Systems, Inc.COM466$6.39 萬<0.1%+262+128.4%加碼歷史
LNCLincoln National CorpCOM1,797$6.38 萬<0.1%+61+3.5%加碼歷史
WAFDWafd IncStock2,026$6.36 萬<0.1%+243+13.6%加碼歷史
GENGen Digital Inc.Stock3,376$6.36 萬<0.1%+427+14.5%加碼歷史
YALAYalla Group LtdADS10,202$6.36 萬<0.1%+4,112+67.5%加碼歷史
iShares Select Dividend ETF464287168ETF418$6.33 萬<0.1%−14−3.2%減碼–
WABCWestamerica BancorporationCOM1,213$6.33 萬<0.1%+42+3.6%加碼歷史
TDWTidewater IncCOM757$6.32 萬<0.1%−11−1.4%減碼歷史
SSBSouthState Bank CorpCOM683$6.32 萬<0.1%−329−32.5%減碼歷史
SOBOSouth Bow CorpCOM1,893$6.31 萬<0.1%+831+78.2%加碼歷史
Capital Group Conservative E14020U100SHS2,113$6.30 萬<0.1%+500+31.0%加碼–
ARWRArrowhead Pharmaceuticals, Inc.COM1,004$6.30 萬<0.1%+63+6.7%加碼歷史
REGRegency Centers CorpCOM827$6.26 萬<0.1%+14+1.7%加碼歷史
Gmo ETF Trust90139K100US QUALITY ETF1,729$6.26 萬<0.1%−1,821−51.3%減碼–
CNACna Financial CorpCOM1,362$6.25 萬<0.1%+69+5.3%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR272$6.22 萬<0.1%+69+34.0%加碼歷史
HAFCHanmi Financial CorpCOM NEW2,355$6.21 萬<0.1%00.0%不變歷史
COGTCogent Biosciences, Inc.COM1,611$6.20 萬<0.1%+903+127.5%加碼歷史
WSBCWesbanco IncCOM1,789$6.17 萬<0.1%−123−6.4%減碼歷史
TILEInterface IncCOM2,472$6.16 萬<0.1%+934+60.7%加碼歷史
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD990$6.15 萬<0.1%−1,890−65.6%減碼歷史
KALUKaiser Aluminum CorpCOM PAR $0.01509$6.13 萬<0.1%+38+8.1%加碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,422$6.12 萬<0.1%−21−1.5%減碼–
GDDYGoDaddy Inc.CL A738$6.11 萬<0.1%−1,476−66.7%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF2,028$6.10 萬<0.1%+1,046+106.5%加碼–
PACPacific Airport GroupSPON ADS B247$6.10 萬<0.1%+83+50.6%加碼歷史
TACTransalta CorpCOM4,642$6.08 萬<0.1%+1,642+54.7%加碼歷史
TMDXTransMedics Group, Inc.COM611$6.07 萬<0.1%+96+18.6%加碼歷史
WMGWarner Music Group Corp.COM CL A2,377$6.07 萬<0.1%+1,419+148.1%加碼歷史
LCIILci IndustriesCOM493$6.07 萬<0.1%−381−43.6%減碼歷史
CACCCredit Acceptance CorpCOM143$6.06 萬<0.1%−8−5.3%減碼歷史
DBX ETF Tr233051432XTRACK USD HIGH1,671$6.04 萬<0.1%−376−18.4%減碼–
HAYWHayward Holdings, Inc.COM4,514$6.04 萬<0.1%−2,101−31.8%減碼歷史
AGCOAGCO CorpCOM521$6.04 萬<0.1%+138+36.0%加碼歷史
TENBTenable Holdings, Inc.COM3,549$6.00 萬<0.1%+2,432+217.7%加碼歷史
GPORGulfport Energy CorpCOMMON SHARES283$5.99 萬<0.1%−42−12.9%減碼歷史
STOKStoke Therapeutics, Inc.COM1,837$5.98 萬<0.1%+1,215+195.3%加碼歷史
ASTSAST SpaceMobile, Inc.COM CL A721$5.98 萬<0.1%+516+251.7%加碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR7,589$5.97 萬<0.1%+2,564+51.0%加碼歷史
ACAArcosa, Inc.COM562$5.97 萬<0.1%+74+15.2%加碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM3,626$5.96 萬<0.1%+345+10.5%加碼歷史
CMPRCIMPRESS plcSHS EURO817$5.96 萬<0.1%+177+27.7%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$5.96 萬<0.1%00.0%不變–
RUSHARush Enterprises IncCL A901$5.96 萬<0.1%+130+16.9%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF5,437$5.92 萬<0.1%−566−9.4%減碼–
CHRDChord Energy CorpCOM NEW415$5.90 萬<0.1%−153−26.9%減碼歷史
CWENClearway Energy, Inc.CL C1,499$5.89 萬<0.1%+769+105.3%加碼歷史
FROFrontline plcCOM1,689$5.89 萬<0.1%+760+81.8%加碼歷史
GSLGlobal Ship Lease, Inc.COM CL A1,579$5.88 萬<0.1%+522+49.4%加碼歷史
GLOBGlobant S.A.COM1,274$5.87 萬<0.1%+1,143+872.5%加碼歷史
Global X FDS37954Y137HEALTHTECH ETF2,464$5.87 萬<0.1%+68+2.8%加碼–
SPDR Series Trust78468R739ST NUVE TERM ETF1,227$5.87 萬<0.1%−268−17.9%減碼–
MTHMeritage Homes CORPCOM949$5.87 萬<0.1%+157+19.8%加碼歷史
ZZillow Group, Inc.CL C CAP STK1,414$5.85 萬<0.1%+1,045+283.2%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM2,261$5.85 萬<0.1%+10.0%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A3,721$5.85 萬<0.1%+1,864+100.4%加碼歷史
BBDBank BradescoSP ADR PFD NEW15,858$5.79 萬<0.1%+6,074+62.1%加碼歷史
ET.PIEnergy Transfer LP9.250% FXD PFD I5,000$5.79 萬<0.1%+5,000新進歷史
CNXCNX Resources CorpCOM1,494$5.76 萬<0.1%+204+15.8%加碼歷史
PSNParsons CorpCOM1,063$5.76 萬<0.1%−789−42.6%減碼歷史
NNINelnet IncCL A445$5.74 萬<0.1%+151+51.4%加碼歷史
SIISprott Inc.COM NEW401$5.73 萬<0.1%+155+63.0%加碼歷史
SLRCSLR Investment Corp.COM4,000$5.72 萬<0.1%00.0%不變歷史
MTRNMATERION CorpCOM395$5.71 萬<0.1%+72+22.3%加碼歷史
STAGSTAG Industrial, Inc.COM1,583$5.71 萬<0.1%+285+22.0%加碼歷史
FRPTFreshpet, Inc.Stock968$5.71 萬<0.1%−100−9.4%減碼歷史
ACIWAci Worldwide, Inc.Stock1,388$5.69 萬<0.1%+444+47.0%加碼歷史
Clearway Energy, Inc.18539C105CL A1,451$5.68 萬<0.1%+566+64.0%加碼–
CRDOCredo Technology Group Holding LtdStock605$5.68 萬<0.1%−122−16.8%減碼歷史
REALTheRealReal, Inc.COM6,253$5.68 萬<0.1%+1,253+25.1%加碼歷史
BXPBXP, Inc.COM1,094$5.68 萬<0.1%−209−16.0%減碼歷史
EMAEmera IncCOM1,093$5.67 萬<0.1%+385+54.4%加碼歷史
BCPCBalchem CorpCOM334$5.66 萬<0.1%−8−2.3%減碼歷史
ECCEagle Point Credit CoCOM15,000$5.64 萬<0.1%+5,000+50.0%加碼歷史
BSACBanco Santander ChileSP ADR REP COM1,688$5.64 萬<0.1%+653+63.1%加碼歷史
ERIEErie Indemnity CoCL A224$5.63 萬<0.1%+167+293.0%加碼歷史
STRLSterling Infrastructure, Inc.COM138$5.62 萬<0.1%+31+29.0%加碼歷史
BCOBrinks CoCOM542$5.62 萬<0.1%+21+4.0%加碼歷史
TCOMTrip.com Group LtdADS1,127$5.61 萬<0.1%+218+24.0%加碼歷史
PATKPatrick Industries IncCOM505$5.61 萬<0.1%−1,501−74.8%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK2,295$5.60 萬<0.1%+383+20.0%加碼歷史
CWANClearwater Analytics Holdings, Inc.CL A2,367$5.60 萬<0.1%+1,306+123.1%加碼歷史
DTDynatrace, Inc.Stock1,512$5.59 萬<0.1%+811+115.7%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