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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
PLOWDouglas Dynamics, IncCOM1,158$4.87 萬<0.1%−222−16.1%減碼歷史
TMPTompkins Financial CorpCOM618$4.87 萬<0.1%+52+9.2%加碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS1,032$4.87 萬<0.1%+680+193.2%加碼歷史
WTFCWintrust Financial CorpCOM350$4.86 萬<0.1%+24+7.4%加碼歷史
MIDDMIDDLEBY CorpCOM366$4.85 萬<0.1%+59+19.2%加碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D1,049$4.85 萬<0.1%−335−24.2%減碼歷史
COLDAmericold Realty TrustCOM4,222$4.84 萬<0.1%+1,441+51.8%加碼歷史
NIONIO Inc.ADR8,015$4.83 萬<0.1%+4,383+120.7%加碼歷史
SAFTSafety Insurance Group IncCOM662$4.81 萬<0.1%+77+13.2%加碼歷史
BDCBelden Inc.COM418$4.80 萬<0.1%+83+24.8%加碼歷史
AEOAmerican Eagle Outfitters IncCOM2,870$4.79 萬<0.1%+694+31.9%加碼歷史
MHOM/I Homes, Inc.COM391$4.79 萬<0.1%+97+33.0%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD13,243$4.78 萬<0.1%+4,842+57.6%加碼歷史
LSCCLattice Semiconductor CorpCOM515$4.78 萬<0.1%+31+6.4%加碼歷史
RDNRadian Group IncCOM1,444$4.78 萬<0.1%−706−32.8%減碼歷史
RYTMRhythm Pharmaceuticals, Inc.COM549$4.77 萬<0.1%+283+106.4%加碼歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK1,772$4.77 萬<0.1%+587+49.5%加碼歷史
LLYVKLiberty Live Holdings, Inc.COM SHS SER C507$4.77 萬<0.1%+230+83.0%加碼歷史
Capital Group Equity ETF Tr14022A201US LARGE GROWT1,882$4.77 萬<0.1%00.0%不變–
iShares Inc464286533MSCI EMERG MRKT734$4.75 萬<0.1%−1−0.1%減碼–
PAGPenske Automotive Group, Inc.COM317$4.74 萬<0.1%−489−60.7%減碼歷史
SDRLSEADRILL LtdCOM1,039$4.73 萬<0.1%+92+9.7%加碼歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF633$4.73 萬<0.1%+633新進–
DOCNDigitalOcean Holdings, Inc.COM551$4.73 萬<0.1%+71+14.8%加碼歷史
CIBGrupo Cibest S.A.SPON ADS648$4.72 萬<0.1%+150+30.1%加碼歷史
FBKFB Financial CorpCOM906$4.71 萬<0.1%+1+0.1%加碼歷史
XPXP Inc.CL A2,471$4.71 萬<0.1%+781+46.2%加碼歷史
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS2,554$4.70 萬<0.1%+2,545+28,277.8%加碼歷史
MGYMagnolia Oil & Gas CorpCL A1,486$4.69 萬<0.1%+140+10.4%加碼歷史
iShares Tr464288273EAFE SML CP ETF598$4.69 萬<0.1%+100+20.1%加碼–
SLABSilicon Laboratories Inc.Stock225$4.68 萬<0.1%+90+66.7%加碼歷史
CHHChoice Hotels International IncCOM452$4.68 萬<0.1%−262−36.7%減碼歷史
CCSCentury Communities, Inc.COM814$4.67 萬<0.1%+24+3.0%加碼歷史
TDCTeradata CorpStock1,822$4.67 萬<0.1%−1,218−40.1%減碼歷史
CVBFCVB Financial CorpCOM2,407$4.67 萬<0.1%+695+40.6%加碼歷史
TFXTeleflex IncCOM390$4.66 萬<0.1%−1,894−82.9%減碼歷史
DBXDropbox, Inc.CL A2,052$4.66 萬<0.1%+831+68.1%加碼歷史
ONBOld National BancorpStock2,106$4.65 萬<0.1%+352+20.1%加碼歷史
MYEMyers Industries IncCOM2,195$4.65 萬<0.1%+291+15.3%加碼歷史
BKEBuckle IncCOM923$4.65 萬<0.1%+128+16.1%加碼歷史
MYGNMyriad Genetics IncCOM10,316$4.64 萬<0.1%−153−1.5%減碼歷史
Innovator ETFs Trust45784N429EQUITY DUAL DIRE2,500$4.64 萬<0.1%+2,500新進–
CBUCommunity Financial System, Inc.COM789$4.63 萬<0.1%+13+1.7%加碼歷史
MATXMatson, Inc.COM282$4.62 萬<0.1%+24+9.3%加碼歷史
U.S. Global Jets ETF26922A842ETF1,874$4.62 萬<0.1%00.0%不變–
TTDTrade Desk, Inc.Stock2,031$4.61 萬<0.1%+1,247+159.1%加碼歷史
STBAS&T Bancorp IncCOM1,101$4.61 萬<0.1%+44+4.2%加碼歷史
MSMMSC Industrial Direct Co IncCL A499$4.60 萬<0.1%+59+13.4%加碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,211$4.60 萬<0.1%+3+0.2%加碼–
CHCOCity Holding CoCOM385$4.60 萬<0.1%−21−5.2%減碼歷史
ORNOrion Group Holdings IncCOM4,220$4.60 萬<0.1%+10+0.2%加碼歷史
HPHelmerich & Payne, Inc.COM1,274$4.59 萬<0.1%+134+11.8%加碼歷史
FULFuller H B CoStock743$4.58 萬<0.1%−79−9.6%減碼歷史
TDSTelephone & Data Systems IncCOM NEW1,085$4.57 萬<0.1%+245+29.2%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,198$4.56 萬<0.1%+139+6.8%加碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT1,238$4.56 萬<0.1%+350+39.4%加碼歷史
SFNCSimmons First National CorpCL A $1 PAR2,339$4.55 萬<0.1%+566+31.9%加碼歷史
AAONAaon, Inc.COM PAR $0.004549$4.54 萬<0.1%+178+48.0%加碼歷史
RAREUltragenyx Pharmaceutical Inc.COM2,167$4.54 萬<0.1%+1,845+573.0%加碼歷史
ELSEquity Lifestyle Properties IncCOM726$4.53 萬<0.1%+292+67.3%加碼歷史
RRXRegal Rexnord CorpCOM242$4.53 萬<0.1%+91+60.3%加碼歷史
HIWHighwoods Properties, Inc.COM2,114$4.53 萬<0.1%+35+1.7%加碼歷史
CAMTCamtek LtdORD298$4.52 萬<0.1%+95+46.8%加碼歷史
FSSFederal Signal CorpCOM417$4.51 萬<0.1%+128+44.3%加碼歷史
BHFBrighthouse Financial, Inc.COM753$4.51 萬<0.1%−562−42.7%減碼歷史
IRTCiRhythm Holdings, Inc.COM382$4.51 萬<0.1%+74+24.0%加碼歷史
MRXMarex Group LtdORD1,011$4.51 萬<0.1%+106+11.7%加碼歷史
AVNTAvient CorpCOM1,241$4.50 萬<0.1%+424+51.9%加碼歷史
JBGSJBG Smith PropertiesCOM3,081$4.50 萬<0.1%+418+15.7%加碼歷史
FSVFirstService CorpCOM323$4.49 萬<0.1%−19−5.6%減碼歷史
SEESealed Air CorpCOM1,067$4.49 萬<0.1%−593−35.7%減碼歷史
CRLCharles River Laboratories International, Inc.COM260$4.49 萬<0.1%−32−11.0%減碼歷史
BlackRock ETF Trust II092528504ISHARES AAA CLO865$4.48 萬<0.1%+865新進–
UCTTUltra Clean Holdings, Inc.COM721$4.48 萬<0.1%+196+37.3%加碼歷史
iShares Tr464287762US HLTHCARE ETF725$4.47 萬<0.1%−1−0.1%減碼–
UMBFUmb Financial CorpCOM396$4.47 萬<0.1%+17+4.5%加碼歷史
WDFCWD 40 CoCOM219$4.47 萬<0.1%+48+28.1%加碼歷史
PARRPar Pacific Holdings, Inc.COM NEW713$4.47 萬<0.1%+173+32.0%加碼歷史
ARRArmour Residential REIT, Inc.COM SHS2,677$4.47 萬<0.1%+148+5.9%加碼歷史
GTESGates Industrial Corp Ltd.ORD SHS1,973$4.46 萬<0.1%+173+9.6%加碼歷史
DHILDiamond Hill Investment Group IncCOM NEW259$4.46 萬<0.1%+5+2.0%加碼歷史
ABVXAbivax S.A.SPONSORED ADS400$4.45 萬<0.1%+25+6.7%加碼歷史
SERVServe Robotics Inc.COM5,274$4.45 萬<0.1%+2,082+65.2%加碼歷史
DNOWDNOW Inc.COM3,734$4.45 萬<0.1%+105+2.9%加碼歷史
WYNNWynn Resorts LtdCOM438$4.45 萬<0.1%+11+2.6%加碼歷史
FRMEFirst Merchants CorpCOM1,146$4.44 萬<0.1%+133+13.1%加碼歷史
IPARInterparfums IncCOM487$4.42 萬<0.1%+124+34.2%加碼歷史
NWBINorthwest Bancshares, Inc.COM3,486$4.42 萬<0.1%−221−6.0%減碼歷史
Exchange Listed FDS Tr30151E517LONG POND REAL E1,698$4.42 萬<0.1%+1,698新進–
Innovator ETFs Trust45782C524INTRNL DEV JAN1,218$4.42 萬<0.1%00.0%不變–
VanEck ETF Trust92189F528VANECK SHRT MUNI2,546$4.40 萬<0.1%−17,431−87.3%減碼–
UWMCUWM Holdings CorpCOM CL A12,164$4.40 萬<0.1%+855+7.6%加碼歷史
LFSTLifeStance Health Group, Inc.COM6,909$4.40 萬<0.1%+5,404+359.1%加碼歷史
MANUManchester United plcORD CL A2,611$4.39 萬<0.1%+1,076+70.1%加碼歷史
VISNVistance Networks, Inc.COM2,412$4.39 萬<0.1%−641−21.0%減碼歷史
MYIBlackRock Muniyield Quality Fund III, Inc.COM4,173$4.39 萬<0.1%+4,173新進歷史
ACLSAxcelis Technologies IncStock471$4.38 萬<0.1%+60+14.6%加碼歷史
KMPRKEMPER CorpCOM1,433$4.38 萬<0.1%−179−11.1%減碼歷史
SOHUSohu.com LtdSPONSORED ADS2,834$4.38 萬<0.1%+1,241+77.9%加碼歷史
GBCIGlacier Bancorp, Inc.COM976$4.36 萬<0.1%+73+8.1%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