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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
PAHCPhibro Animal Health CorpCL A COM5,907$32.7 萬<0.1%+943+19.0%加碼歷史
PPCPilgrims Pride CorpStock8,636$32.6 萬<0.1%−602−6.5%減碼歷史
CINFCincinnati Financial CorpCOM2,071$32.6 萬<0.1%+374+22.0%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT6,121$32.6 萬<0.1%+2,866+88.0%加碼–
RGLDRoyal Gold IncStock1,278$32.5 萬<0.1%+364+39.8%加碼歷史
CNQCanadian Natural Resources LtdCOM6,673$32.5 萬<0.1%+784+13.3%加碼歷史
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX10,000$32.3 萬<0.1%00.0%不變–
BPREBluerock Private Real Estate FundCOM19,408$32.2 萬<0.1%−4,226−17.9%減碼歷史
Vanguard Health Care ETF92204A504ETF1,183$32.2 萬<0.1%−97−7.6%減碼–
SNPSSynopsys IncCOM812$32.2 萬<0.1%+139+20.7%加碼歷史
CVNACarvana Co.CL A1,024$32.2 萬<0.1%+107+11.7%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1693$32.1 萬<0.1%−40−5.5%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR40,402$32.1 萬<0.1%+5,521+15.8%加碼歷史
WRBBerkley W R CorpCOM4,812$31.9 萬<0.1%−363−7.0%減碼歷史
AXTAAxalta Coating Systems Ltd.COM11,489$31.8 萬<0.1%+3,816+49.7%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF13,866$31.8 萬<0.1%+10,873+363.3%加碼–
AERAerCap Holdings N.V.SHS2,313$31.7 萬<0.1%+882+61.6%加碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,615$31.6 萬<0.1%00.0%不變–
GPCGenuine Parts CoStock2,988$31.6 萬<0.1%+1,947+187.0%加碼歷史
FLEXFlex Ltd.Stock4,827$31.6 萬<0.1%−78−1.6%減碼歷史
BBYBest Buy Co IncStock4,910$31.5 萬<0.1%−6,370−56.5%減碼歷史
FTAIFTAI Aviation Ltd.SHS1,284$31.5 萬<0.1%+82+6.8%加碼歷史
BNSBank of Nova ScotiaCOM4,538$31.5 萬<0.1%+1,790+65.1%加碼歷史
ARESAres Management CorpCL A COM STK2,871$31.3 萬<0.1%+791+38.0%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,868$31.3 萬<0.1%−567−16.5%減碼–
ARAntero Resources CorpCOM7,332$31.1 萬<0.1%+1,423+24.1%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR4,462$31.0 萬<0.1%+1,508+51.0%加碼歷史
Global X FDS37954Y368S&P EX US ETF8,342$30.8 萬<0.1%+200+2.5%加碼–
NVONovo Nordisk A SADR8,364$30.7 萬<0.1%+2,912+53.4%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR21,535$30.7 萬<0.1%+5,528+34.5%加碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT17,835$30.5 萬<0.1%+24+0.1%加碼歷史
RACEFerrari N.V.COM902$30.5 萬<0.1%+161+21.7%加碼歷史
ALBAlbemarle CorpStock1,691$30.4 萬<0.1%+731+76.1%加碼歷史
SPDR Series Trust78464A672ST INTER ETF10,588$30.3 萬<0.1%+5,300+100.2%加碼–
TEAMAtlassian CorpCL A4,440$30.3 萬<0.1%−3,249−42.3%減碼歷史
FSSLFS Specialty Lending FundCOM SH BEN INT24,174$30.2 萬<0.1%+24,174新進歷史
ARMArm Holdings PLCADR1,995$30.2 萬<0.1%−1,856−48.2%減碼歷史
LFUSLittelfuse IncCOM889$30.2 萬<0.1%+226+34.1%加碼歷史
JLLJones Lang Lasalle IncCOM990$30.1 萬<0.1%−65−6.2%減碼歷史
SPDR Series Trust78468R721STATE STREET SPD6,636$30.1 萬<0.1%00.0%不變–
FICOFair Isaac CorpCOM281$30.0 萬<0.1%+52+22.7%加碼歷史
ALGNAlign Technology IncCOM1,752$30.0 萬<0.1%−119−6.4%減碼歷史
YUMYum Brands IncStock1,926$30.0 萬<0.1%+184+10.6%加碼歷史
TTWOTake Two Interactive Software IncCOM1,515$29.9 萬<0.1%+444+41.5%加碼歷史
CRSCarpenter Technology CorpCOM759$29.9 萬<0.1%+243+47.1%加碼歷史
SSRMSSR Mining Inc.Stock10,145$29.8 萬<0.1%+3,619+55.5%加碼歷史
iShares Tr46436E221ESG AWR MSCI USA9,336$29.7 萬<0.1%−847−8.3%減碼–
CMCanadian Imperial Bank of CommerceCOM3,132$29.7 萬<0.1%+605+23.9%加碼歷史
TSTenaris SASPONSORED ADS5,100$29.7 萬<0.1%+1,142+28.9%加碼歷史
LWLamb Weston Holdings, Inc.Stock7,013$29.6 萬<0.1%+3,255+86.6%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW10,742$29.4 萬<0.1%+2,983+38.4%加碼歷史
JJacobs Solutions Inc.COM2,311$29.4 萬<0.1%+125+5.7%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW2,756$29.3 萬<0.1%+436+18.8%加碼歷史
SSentinelOne, Inc.CL A22,660$29.2 萬<0.1%+18,122+399.3%加碼歷史
LITELumentum Holdings Inc.COM415$29.2 萬<0.1%+303+270.5%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,298$29.2 萬<0.1%+225+21.0%加碼–
FRFirst Industrial Realty Trust IncCOM4,992$28.9 萬<0.1%+762+18.0%加碼歷史
EATBrinker International, IncStock2,021$28.9 萬<0.1%+217+12.0%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,101$28.8 萬<0.1%−441−12.5%減碼–
JAZZJazz Pharmaceuticals plcSHS USD1,520$28.7 萬<0.1%+739+94.6%加碼歷史
LBRTLiberty Energy Inc.COM CL A9,956$28.7 萬<0.1%+203+2.1%加碼歷史
CTSHCognizant Technology Solutions CorpCL A4,670$28.7 萬<0.1%+1,772+61.1%加碼歷史
IRMIron Mountain IncCOM2,796$28.6 萬<0.1%+1,092+64.1%加碼歷史
RBLXRoblox CorpStock5,011$28.3 萬<0.1%−6,774−57.5%減碼歷史
ULSUL Solutions Inc.CLASS A COM SHS3,306$28.3 萬<0.1%+1,182+55.6%加碼歷史
PFGPrincipal Financial Group IncCOM3,130$28.2 萬<0.1%+406+14.9%加碼歷史
TDYTeledyne Technologies IncCOM466$28.2 萬<0.1%−30−6.0%減碼歷史
VODVodafone Group Public Ltd CoADR18,769$28.2 萬<0.1%+6,523+53.3%加碼歷史
DCIDonaldson Co IncStock3,315$28.1 萬<0.1%+1,208+57.3%加碼歷史
NMRNomura Holdings IncSPONSORED ADR35,603$28.1 萬<0.1%+9,282+35.3%加碼歷史
CTVACorteva, Inc.Stock3,351$28.1 萬<0.1%−20−0.6%減碼歷史
ESLTElbit Systems LtdStock330$28.0 萬<0.1%+96+41.0%加碼歷史
Ssga Active ETF Tr78467V103ST STR REAL ETF7,747$28.0 萬<0.1%+4,607+146.7%加碼–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,107$28.0 萬<0.1%+4,107新進–
AYIAcuity Inc. (DE)Stock996$27.9 萬<0.1%+53+5.6%加碼歷史
DTEDte Energy CoCOM1,902$27.8 萬<0.1%+806+73.5%加碼歷史
GSATGlobalstar, Inc.COM NEW4,184$27.8 萬<0.1%+4,152+12,975.0%加碼歷史
SEICSEI Investments CoCOM3,540$27.8 萬<0.1%+996+39.2%加碼歷史
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,420$27.7 萬<0.1%−70−2.8%減碼–
iShares Tr464288281JPMORGAN USD EMG2,945$27.7 萬<0.1%−739−20.1%減碼–
iShares Russell Mid-Cap Growth ETF464287481ETF2,157$27.6 萬<0.1%+6+0.3%加碼–
HSTHost Hotels & Resorts, Inc.COM14,382$27.6 萬<0.1%+2,672+22.8%加碼歷史
WTSWatts Water Technologies IncCL A948$27.5 萬<0.1%+325+52.2%加碼歷史
NNNNNN REIT, Inc.REIT6,544$27.5 萬<0.1%+658+11.2%加碼歷史
IEXIdex CorpCOM1,446$27.4 萬<0.1%+56+4.0%加碼歷史
LNGCheniere Energy, Inc.COM NEW966$27.4 萬<0.1%+237+32.5%加碼歷史
GAPGap IncCOM11,284$27.3 萬<0.1%+92+0.8%加碼歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF2,579$27.2 萬<0.1%+2,579新進–
NWGNatWest Group plcSPONS ADR18,245$27.2 萬<0.1%+4,792+35.6%加碼歷史
iShares Inc464286400MSCI BRAZIL ETF7,051$27.1 萬<0.1%+7,051新進–
AKAMAkamai Technologies IncCOM2,356$27.1 萬<0.1%+70+3.1%加碼歷史
VICIVici Properties Inc.COM9,903$27.1 萬<0.1%+5,540+127.0%加碼歷史
ZTSZoetis Inc.Stock2,285$27.0 萬<0.1%+83+3.8%加碼歷史
AWKAmerican Water Works Company, Inc.Stock1,979$26.9 萬<0.1%+779+64.9%加碼歷史
BlackRock ETF Trust09290C855ISHA LA CORE ETF6,559$26.9 萬<0.1%+6,559新進–
VanEck Morningstar Wide Moat ETF92189F643ETF2,782$26.9 萬<0.1%00.0%不變–
RELXRELX PLCSPONSORED ADR8,095$26.8 萬<0.1%−288−3.4%減碼歷史
PUKPrudential PLCADR9,439$26.8 萬<0.1%+3,033+47.3%加碼歷史
RBCRBC Bearings INCCOM493$26.8 萬<0.1%+183+59.0%加碼歷史
AAAUGoldman Sachs Physical Gold ETFUNIT5,793$26.8 萬<0.1%−2,294−28.4%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