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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
ABGAsbury Automotive Group IncCOM223$4.36 萬<0.1%+36+19.3%加碼歷史
RIGTransocean Ltd.REGISTERED SHS6,536$4.33 萬<0.1%+1,391+27.0%加碼歷史
ELFe.l.f. Beauty, Inc.COM713$4.32 萬<0.1%+564+378.5%加碼歷史
CIFRCipher Digital Inc.COM3,357$4.32 萬<0.1%+2,423+259.4%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF939$4.32 萬<0.1%−4,963−84.1%減碼–
SMPLSimply Good Foods CoCOM2,995$4.30 萬<0.1%+2,125+244.3%加碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF965$4.29 萬<0.1%00.0%不變–
BLDQXO Insulation, LLCStock122$4.29 萬<0.1%+17+16.2%加碼歷史
CELHCelsius Holdings, Inc.COM NEW1,207$4.28 萬<0.1%−294−19.6%減碼歷史
KWRQuaker Chemical CorpCOM344$4.27 萬<0.1%+117+51.5%加碼歷史
CCDCalamos Dynamic Convertible & Income FundCOM2,000$4.27 萬<0.1%00.0%不變歷史
OUTOUTFRONT Media Inc.REIT1,610$4.27 萬<0.1%+686+74.2%加碼歷史
TTEKTetra Tech IncCOM1,408$4.24 萬<0.1%−1,539−52.2%減碼歷史
EBCEastern Bankshares, Inc.COM2,166$4.24 萬<0.1%+529+32.3%加碼歷史
ACADAcadia Pharmaceuticals IncCOM1,902$4.23 萬<0.1%+461+32.0%加碼歷史
VIAVViavi Solutions Inc.COM1,272$4.23 萬<0.1%+14+1.1%加碼歷史
IMAXImax CorpCOM1,111$4.22 萬<0.1%+170+18.1%加碼歷史
TTITetra Technologies IncCOM4,944$4.21 萬<0.1%−1,260−20.3%減碼歷史
NICENICE Ltd.SPONSORED ADR382$4.21 萬<0.1%+168+78.5%加碼歷史
FLUTFlutter Entertainment plcSHS413$4.21 萬<0.1%+56+15.7%加碼歷史
SRRKScholar Rock Holding CorpCOM855$4.20 萬<0.1%−17−1.9%減碼歷史
DJTTrump Media & Technology Group Corp.Stock4,514$4.19 萬<0.1%+806+21.7%加碼歷史
BOKFBok Financial CorpCOM NEW327$4.19 萬<0.1%+52+18.9%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF672$4.19 萬<0.1%+336+100.0%加碼–
BAHBooz Allen Hamilton Holding CorpCL A535$4.17 萬<0.1%−183−25.5%減碼歷史
AAMIAcadian Asset Management Inc.COM767$4.17 萬<0.1%−2−0.3%減碼歷史
POWIPower Integrations IncCOM814$4.17 萬<0.1%+453+125.5%加碼歷史
BYByline Bancorp, Inc.COM1,317$4.16 萬<0.1%+146+12.5%加碼歷史
MAPSWM Technology, Inc.COM62,989$4.15 萬<0.1%+1,833+3.0%加碼歷史
SHBIShore Bancshares IncCOM2,220$4.15 萬<0.1%+52+2.4%加碼歷史
STLAStellantis N.V.SHS5,840$4.14 萬<0.1%+27+0.5%加碼歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF816$4.12 萬<0.1%−1,327−61.9%減碼–
SRCE1st Source CorpCOM595$4.12 萬<0.1%+30+5.3%加碼歷史
UDRUDR, Inc.COM1,219$4.12 萬<0.1%+574+89.0%加碼歷史
KMTKennametal IncCOM1,137$4.11 萬<0.1%+176+18.3%加碼歷史
TRTootsie Roll Industries IncCOM958$4.09 萬<0.1%+311+48.1%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$4.09 萬<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM1,048$4.08 萬<0.1%+255+32.2%加碼歷史
ZGZillow Group, Inc.CL A984$4.07 萬<0.1%+637+183.6%加碼歷史
CBZCBIZ, Inc.COM1,512$4.06 萬<0.1%+1,315+667.5%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF993$4.05 萬<0.1%00.0%不變–
SXIStandex International CorpCOM159$4.05 萬<0.1%+31+24.2%加碼歷史
LXPLXP Industrial TrustCOM874$4.04 萬<0.1%+176+25.2%加碼歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$4.04 萬<0.1%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX805$4.02 萬<0.1%−115−12.5%減碼–
Victory Portfolios II92647N766VCSHS US 500 VOL440$4.02 萬<0.1%+1+0.2%加碼–
Fidelity Covington Trust31609A107ENHANCED LARGE1,151$4.02 萬<0.1%+232+25.2%加碼–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.02 萬<0.1%00.0%不變歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW991$4.02 萬<0.1%+3+0.3%加碼–
HGVHilton Grand Vacations Inc.COM1,026$4.01 萬<0.1%+157+18.1%加碼歷史
GTGoodyear Tire & Rubber CoCOM6,048$4.01 萬<0.1%+5,248+656.0%加碼歷史
ACMRACM Research, Inc.Stock1,019$4.01 萬<0.1%+74+7.8%加碼歷史
GTMZoomInfo Technologies Inc.Stock6,685$4.00 萬<0.1%−3,286−33.0%減碼歷史
SNDRSchneider National, Inc.CL B1,516$4.00 萬<0.1%+489+47.6%加碼歷史
AMTMAmentum Holdings, Inc.COM1,532$4.00 萬<0.1%−321−17.3%減碼歷史
CMCLCaledonia Mining Corp PlcSHS NEW1,768$3.99 萬<0.1%+163+10.2%加碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW1,318$3.99 萬<0.1%+164+14.2%加碼歷史
PENNPENN Entertainment, Inc.COM2,655$3.99 萬<0.1%−3,432−56.4%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM2,169$3.99 萬<0.1%+276+14.6%加碼歷史
Capital Group Equity ETF Tr14022A102US SM MI CA ETF1,353$3.97 萬<0.1%+97+7.7%加碼–
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$3.96 萬<0.1%00.0%不變歷史
UHAL.BU-Haul Holding CoCOM SER N887$3.96 萬<0.1%+85+10.6%加碼歷史
KBHKB HomeCOM764$3.95 萬<0.1%−25−3.2%減碼歷史
Franklin Templeton ETF Tr35473P827FTSE CANADA807$3.95 萬<0.1%00.0%不變–
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,937$3.93 萬<0.1%+637+7.7%加碼歷史
SNAPSnap IncStock8,525$3.92 萬<0.1%+4,907+135.6%加碼歷史
DSGXDescartes Systems Group IncCOM548$3.92 萬<0.1%+200+57.5%加碼歷史
FOLDAmicus Therapeutics, Inc.COM2,700$3.90 萬<0.1%−3,096−53.4%減碼歷史
TPCTutor Perini CorpCOM505$3.90 萬<0.1%−31−5.8%減碼歷史
UFPIUfp Industries IncCOM423$3.90 萬<0.1%−18−4.1%減碼歷史
MGEEMge Energy IncCOM502$3.88 萬<0.1%+99+24.6%加碼歷史
AKRAcadia Realty TrustCOM SH BEN INT2,023$3.87 萬<0.1%−370−15.5%減碼歷史
STRAStrategic Education, Inc.COM466$3.87 萬<0.1%−152−24.6%減碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS512$3.86 萬<0.1%+163+46.7%加碼歷史
Defiance Quantum ETF26922A420ETF358$3.84 萬<0.1%−131−26.8%減碼–
FLNCFluence Energy, Inc.COM CL A2,782$3.83 萬<0.1%+672+31.8%加碼歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,047$3.83 萬<0.1%+19+1.8%加碼–
STNEStoneCo Ltd.COM2,705$3.82 萬<0.1%+1,180+77.4%加碼歷史
CNSCohen & Steers, Inc.COM610$3.82 萬<0.1%+287+88.9%加碼歷史
LRNStride, Inc.COM432$3.81 萬<0.1%+225+108.7%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,986$3.80 萬<0.1%+365+22.5%加碼歷史
TFSLTFS Financial CORPCOM2,706$3.80 萬<0.1%+841+45.1%加碼歷史
iShares Inc464286202MSCI AUSTRIA ETF1,071$3.80 萬<0.1%+867+425.0%加碼–
WASHWashington Trust Bancorp IncCOM1,132$3.79 萬<0.1%+117+11.5%加碼歷史
BFHBread Financial Holdings, Inc.COM504$3.77 萬<0.1%−7−1.4%減碼歷史
MTXMinerals Technologies IncCOM531$3.77 萬<0.1%+49+10.2%加碼歷史
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$3.77 萬<0.1%00.0%不變–
LUMNLumen Technologies, Inc.Stock5,413$3.76 萬<0.1%−150−2.7%減碼歷史
RUNSunrun Inc.COM2,760$3.74 萬<0.1%+363+15.1%加碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,965$3.74 萬<0.1%00.0%不變歷史
XMTRXometry, Inc.CLASS A COM915$3.74 萬<0.1%+2+0.2%加碼歷史
FGF&G Annuities & Life, Inc.COMMON STOCK1,472$3.73 萬<0.1%−102−6.5%減碼歷史
Vanguard Fixed Income Secs F922031687HIGH-YIELD ACTV500$3.72 萬<0.1%00.0%不變–
IESCIES Holdings, Inc.COM78$3.72 萬<0.1%+8+11.4%加碼歷史
ARDXArdelyx, Inc.COM6,199$3.71 萬<0.1%+763+14.0%加碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS501$3.71 萬<0.1%+483+2,683.3%加碼歷史
CVICVR Energy IncCOM1,102$3.71 萬<0.1%+339+44.4%加碼歷史
HCSGHealthcare Services Group IncCOM1,999$3.71 萬<0.1%−400−16.7%減碼歷史
ALHCAlignment Healthcare, Inc.COM2,102$3.70 萬<0.1%+174+9.0%加碼歷史
ABTCAmerican Bitcoin Corp.COM CL A40,000$3.70 萬<0.1%+40,000新進歷史

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