跳到主要內容
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
CPFCentral Pacific Financial CorpCOM NEW1,747$5.58 萬<0.1%+5+0.3%加碼歷史
HCIHCI Group, Inc.COM361$5.58 萬<0.1%−197−35.3%減碼歷史
GFLGFL Environmental Inc.SUB VTG SHS1,335$5.57 萬<0.1%+360+36.9%加碼歷史
HXLHexcel CorpCOM688$5.57 萬<0.1%+57+9.0%加碼歷史
BRZEBraze, Inc.Stock2,355$5.56 萬<0.1%+1,531+185.8%加碼歷史
FCNFti Consulting, IncCOM314$5.55 萬<0.1%+10+3.3%加碼歷史
AUBAtlantic Union Bankshares CorpCOM1,544$5.52 萬<0.1%+318+25.9%加碼歷史
DXPEDXP Enterprises IncCOM NEW394$5.51 萬<0.1%−9−2.2%減碼歷史
WHRWhirlpool CorpStock1,018$5.49 萬<0.1%+774+317.2%加碼歷史
CWTCalifornia Water Service GroupCOM1,209$5.48 萬<0.1%+606+100.5%加碼歷史
EFOREverforth IncCOM1,414$5.47 萬<0.1%+748+112.3%加碼歷史
Franklin Templeton ETF Tr35473P462BRANDYWINEGLOBAL3,692$5.45 萬<0.1%+3,692新進–
COLMColumbia Sportswear CoCOM992$5.44 萬<0.1%−241−19.5%減碼歷史
APGEApogee Therapeutics, Inc.COM645$5.43 萬<0.1%+246+61.7%加碼歷史
BRKRBruker CorpCOM1,500$5.42 萬<0.1%+1,263+532.9%加碼歷史
OFGOfg BancorpCOM1,339$5.42 萬<0.1%−10−0.7%減碼歷史
iShares Tr46434V787YLD OPTIM BD2,397$5.40 萬<0.1%−110−4.4%減碼–
ECPGEncore Capital Group IncCOM769$5.39 萬<0.1%+52+7.3%加碼歷史
MDPediatrix Medical Group, Inc.COM2,515$5.38 萬<0.1%+1,100+77.7%加碼歷史
NBRNabors Industries LtdSHS622$5.35 萬<0.1%+141+29.3%加碼歷史
iShares Tr46436E601ESG MSCI EM LDRS923$5.35 萬<0.1%+57+6.6%加碼–
HTOH2O AmericaCOM911$5.34 萬<0.1%+394+76.2%加碼歷史
MLTXMoonLake ImmunotherapeuticsCLASS A ORD2,867$5.34 萬<0.1%+1,974+221.1%加碼歷史
FCFFirst Commonwealth Financial CorpCOM3,038$5.34 萬<0.1%+191+6.7%加碼歷史
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF811$5.33 萬<0.1%+25+3.2%加碼–
JOEST JOE CoCOM847$5.32 萬<0.1%+168+24.7%加碼歷史
BKUBankUnited, Inc.COM1,174$5.30 萬<0.1%+5+0.4%加碼歷史
MRCYMercury Systems IncCOM727$5.30 萬<0.1%−69−8.7%減碼歷史
OMABCentral North Airport GroupSPON ADR462$5.30 萬<0.1%+78+20.3%加碼歷史
BF.ABrown Forman CorpCL A1,975$5.29 萬<0.1%−153−7.2%減碼歷史
Franklin Templeton ETF Tr35473P819FTSE CHINA2,362$5.29 萬<0.1%−1,108−31.9%減碼–
RBB FD Inc74933W601MOTLEY FOL ETF800$5.28 萬<0.1%00.0%不變–
MNSOMINISO Group Holding LtdSPONSORED ADS3,256$5.27 萬<0.1%+664+25.6%加碼歷史
FLNGFlex LNG Ltd.SHS1,775$5.27 萬<0.1%−19−1.1%減碼歷史
IOSPInnospec Inc.COM718$5.24 萬<0.1%+35+5.1%加碼歷史
JJSFJ&J Snack Foods CorpCOM661$5.24 萬<0.1%+228+52.7%加碼歷史
ENVAEnova International, Inc.COM385$5.23 萬<0.1%+48+14.2%加碼歷史
FISIFinancial Institutions IncCOM1,645$5.22 萬<0.1%−4−0.2%減碼歷史
ABEVAmbev S.A.SPONSORED ADR17,859$5.21 萬<0.1%+954+5.6%加碼歷史
PATHUiPath, Inc.Stock4,693$5.21 萬<0.1%−275−5.5%減碼歷史
PEOAdams Natural Resources Fund, Inc.COM1,873$5.21 萬<0.1%00.0%不變歷史
MSGSMadison Square Garden Sports Corp.CL A162$5.21 萬<0.1%+42+35.0%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM921$5.20 萬<0.1%+258+38.9%加碼歷史
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$5.19 萬<0.1%00.0%不變–
FRSHFreshworks Inc.Stock6,459$5.19 萬<0.1%−5,584−46.4%減碼歷史
HFWAHeritage Financial CorpCOM1,987$5.17 萬<0.1%+32+1.6%加碼歷史
PAYCPaycom Software, Inc.Stock424$5.16 萬<0.1%+103+32.1%加碼歷史
FCPTFour Corners Property Trust, Inc.COM2,181$5.16 萬<0.1%+667+44.1%加碼歷史
CSWCCapital Southwest CorpCOM2,329$5.15 萬<0.1%−468−16.7%減碼歷史
MAINMain Street Capital CORPCEF972$5.15 萬<0.1%+17+1.8%加碼歷史
ASRSoutheast Airport GroupSPON ADR SER B153$5.14 萬<0.1%−3−1.9%減碼歷史
LILi Auto Inc.SPONSORED ADS2,878$5.13 萬<0.1%+1,762+157.9%加碼歷史
MMacy's, Inc.COM2,834$5.13 萬<0.1%−265−8.6%減碼歷史
MODModine Manufacturing CoCOM236$5.11 萬<0.1%−151−39.0%減碼歷史
CPKChesapeake Utilities CorpCOM404$5.11 萬<0.1%+79+24.3%加碼歷史
CPTCamden Property TrustREIT523$5.10 萬<0.1%+35+7.2%加碼歷史
IAGIamgold CorpCOM2,712$5.10 萬<0.1%+1,150+73.6%加碼歷史
AXIAYAXIA Energia S.A.SPONSORED ADR4,524$5.10 萬<0.1%+1,723+61.5%加碼歷史
JMIAJumia Technologies AGSPONSORED ADS7,388$5.10 萬<0.1%+3,221+77.3%加碼歷史
HOPEHope Bancorp IncCOM4,552$5.08 萬<0.1%−298−6.1%減碼歷史
HMNHorace Mann Educators CorpCOM1,189$5.07 萬<0.1%+234+24.5%加碼歷史
XYZBlock, Inc.CL A843$5.07 萬<0.1%+136+19.2%加碼歷史
JDJD.com, Inc.SPON ADS CL A1,713$5.07 萬<0.1%+589+52.4%加碼歷史
NWNNorthwest Natural Holding CoCOM952$5.07 萬<0.1%+48+5.3%加碼歷史
NHINational Health Investors IncCOM626$5.06 萬<0.1%+160+34.3%加碼歷史
BBIOBridgeBio Pharma, Inc.COM681$5.06 萬<0.1%+149+28.0%加碼歷史
YETIYETI Holdings, Inc.COM1,380$5.05 萬<0.1%+178+14.8%加碼歷史
SJMJ M SMUCKER CoStock523$5.04 萬<0.1%+247+89.5%加碼歷史
LPXLouisiana-Pacific CorpCOM692$5.03 萬<0.1%+143+26.0%加碼歷史
POWLPowell Industries IncStock93$5.03 萬<0.1%−10−9.7%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF1,007$5.03 萬<0.1%00.0%不變–
OTEXOpen Text CorpCOM2,262$5.03 萬<0.1%+98+4.5%加碼歷史
NPKNational Presto Industries IncCOM366$5.02 萬<0.1%−9−2.4%減碼歷史
DOLEDole plcORD SHS3,510$5.02 萬<0.1%−893−20.3%減碼歷史
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR1,093$5.01 萬<0.1%+274+33.5%加碼–
ANABAnaptysbio, IncCOM903$5.01 萬<0.1%+28+3.2%加碼歷史
KFYKorn FerryCOM NEW795$5.00 萬<0.1%−2−0.3%減碼歷史
GOLFAcushnet Holdings Corp.COM535$5.00 萬<0.1%+163+43.8%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,658$4.99 萬<0.1%+647+64.0%加碼歷史
DKDelek US Holdings, Inc.COM1,107$4.99 萬<0.1%+139+14.4%加碼歷史
HEHawaiian Electric Industries IncCOM3,356$4.98 萬<0.1%+674+25.1%加碼歷史
OIIOceaneering International IncStock1,403$4.98 萬<0.1%+191+15.8%加碼歷史
CZRCaesars Entertainment, Inc.COM1,882$4.97 萬<0.1%+702+59.5%加碼歷史
NOVTNovanta IncCOM421$4.97 萬<0.1%−6−1.4%減碼歷史
NCNOnCino, Inc.COM3,317$4.97 萬<0.1%+3,255+5,250.0%加碼歷史
NHCNational Healthcare CorpCOM311$4.97 萬<0.1%+69+28.5%加碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW18,327$4.97 萬<0.1%+5,994+48.6%加碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE890$4.95 萬<0.1%−225−20.2%減碼–
AMGAffiliated Managers Group, Inc.Stock179$4.95 萬<0.1%+56+45.5%加碼歷史
ENTGEntegris IncCOM422$4.95 萬<0.1%−14−3.2%減碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B1,186$4.95 萬<0.1%−34−2.8%減碼–
GHIGreystone Housing Impact Investors LPBEN UNIT CTF10,000$4.92 萬<0.1%00.0%不變歷史
ECHOEchoStar CORPCL A420$4.92 萬<0.1%−103−19.7%減碼歷史
NPOEnpro Inc.COM196$4.91 萬<0.1%+27+16.0%加碼歷史
HTGCHercules Capital, Inc.COM3,322$4.91 萬<0.1%00.0%不變歷史
APLSApellis Pharmaceuticals, Inc.COM1,219$4.90 萬<0.1%−1,383−53.2%減碼歷史
BENFranklin Templeton IncCOM2,075$4.90 萬<0.1%+238+13.0%加碼歷史
EPRTEssential Properties Realty Trust, Inc.COM1,612$4.89 萬<0.1%+713+79.3%加碼歷史
iShares Tips Bond ETF464287176ETF443$4.89 萬<0.1%−55−11.0%減碼–
PIMCO ETF Tr72201R7830-5 HIGH YIELD524$4.89 萬<0.1%−70−11.8%減碼–

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