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 2 季持倉

持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
4,385
較 2026 年第 1 季 +5
總值
$29.6 億
較 2026 年第 1 季 −$3.08 億 (−9.4%)
申報日
2026/7/24
SEC
EverSource Wealth Advisors, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HCWCHost Digital Inc.CL A1$00.0%00.0%不變歷史
OPENZOpendoor Technologies Inc.*W EXP 11/20/2022$00.0%00.0%不變歷史
Bed Bath & Beyond Inc075896159*W EXP 10/07/2021$00.0%00.0%不變–
OPENWOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%00.0%不變歷史
OPENLOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%00.0%不變歷史
TXMDTherapeuticsMD, Inc.COM NEW1$2<0.1%00.0%不變歷史
WKHSWorkhorse Group Inc.COM NEW1$3<0.1%00.0%不變歷史
TSEOQTrinseo PLCCOM5,375$9<0.1%−55−1.0%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF0$11<0.1%−40−100.0%減碼–
LFCRLifecore Biomedical, Inc. DECOM2$11<0.1%−38−95.0%減碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH0$12<0.1%0不變–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I0$13<0.1%0不變–
INFQInfleqtion, Inc.COM SHS1$13<0.1%+1新進歷史
KNDIKandi Technologies Group, Inc.USD ORD SHS20$14<0.1%+20新進歷史
HTZWWHertz Global Holdings, IncCommon Stock16$17<0.1%+3+23.1%加碼歷史
ACRACRES Commercial Realty Corp.COM NEW1$18<0.1%00.0%不變歷史
SESSES AI CorpCL A COM20$19<0.1%−1,983−99.0%減碼歷史
OPADOfferpad Solutions Inc.COM CL A4$20<0.1%−0−7.0%減碼依 1 比 10 拆股換算歷史
KSCPKnightscope, Inc.CL A NEW10$21<0.1%−162−94.2%減碼歷史
GameStop Corp Class36467W117*W EXP 10/30/2028$23<0.1%−122−93.8%減碼–
VRMVroom, Inc.COM NEW3$23<0.1%−1−25.0%減碼歷史
NRGVEnergy Vault Holdings, Inc.COM5$24<0.1%+5新進歷史
LFTOLiftoff Mobile, Inc.COM1$24<0.1%+1新進歷史
LAESSEALSQ CorpORD SHS9$28<0.1%+9新進歷史
SAFXXCF Global, Inc.COM CL A65$28<0.1%−12−15.6%減碼歷史
SBDSSolo Brands, Inc.COM CL A NEW9$31<0.1%−2−18.2%減碼歷史
RCATRed Cat Holdings, Inc.Stock3$32<0.1%−1,538−99.8%減碼歷史
MREOMereo BioPharma Group plcSPON ADS100$32<0.1%00.0%不變歷史
SLSNSolesence, Inc.COM45$33<0.1%+40+800.0%加碼歷史
KRMDKORU Medical Systems, Inc.COM8$34<0.1%+8新進歷史
DMACDiaMedica Therapeutics Inc.COM NEW5$35<0.1%00.0%不變歷史
iShares Tr46432F859CORE 1 5 YR USD1$36<0.1%−1−50.0%減碼–
MLPMaui Land & Pineapple Co IncCOM2$36<0.1%+1+100.0%加碼歷史
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$37<0.1%00.0%不變歷史
GENVRGen Digital Inc.COM29$37<0.1%00.0%不變歷史
CVCapsoVision, IncCOM5$38<0.1%+4+400.0%加碼歷史
PSIXPower Solutions International, Inc.Stock1$39<0.1%00.0%不變歷史
CRMTAmericas Carmart IncCOM14$39<0.1%−86−86.0%減碼歷史
CDChaince Digital Holdings Inc.ORDINARY SHARES9$39<0.1%+9新進歷史
ELMTElmet Group Co.COMMON STOCK2$39<0.1%+2新進歷史
CLLSCellectis S.A.SPON ADS13$39<0.1%00.0%不變歷史
BYRNByrna Technologies Inc.COM NEW6$40<0.1%−261−97.8%減碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK5$41<0.1%−19−79.2%減碼歷史
RRRichtech Robotics Inc.CL B20$42<0.1%+20新進歷史
Tidal ETF Tr886364181UNUSUAL WHALE SU1$45<0.1%00.0%不變–
FUBOFuboTV Inc.COM NEW CL A5$46<0.1%+5新進歷史
TCITranscontinental Realty Investors IncCOM NEW1$46<0.1%−1−50.0%減碼歷史
SPWRSunPower Inc.COM70$48<0.1%−542−88.6%減碼歷史
Subversive Congressional Democrats Trading ETF886364199ETF1$51<0.1%−13−92.9%減碼–
EZPZFranklin Crypto TrustETP4$55<0.1%00.0%不變歷史
CHPTChargePoint Holdings, Inc.Stock10$59<0.1%00.0%不變歷史
Victory Portfolios II92647N824VCSHS US EQ INCM1$61<0.1%00.0%不變–
FLLFull House Resorts IncCOM22$61<0.1%−49−69.0%減碼歷史
LVWRLiveWire Group, Inc.COM55$61<0.1%−81−59.6%減碼歷史
DBX ETF Tr23306X308XTRACKRS S&P 5001$62<0.1%+1新進–
BEEPMobile Infrastructure CorpCOM SHS46$64<0.1%+33+253.8%加碼歷史
LBRXLB Pharmaceuticals IncCOM SHS2$65<0.1%+1+100.0%加碼歷史
VGASVerde Clean Fuels, Inc.CLASS A COM64$65<0.1%+32+100.0%加碼歷史
PPHCPublic Policy Holding Company, Inc.ORD SHS9$67<0.1%+9新進歷史
RBKBRhinebeck Bancorp, Inc.COM4$69<0.1%+4新進歷史
CSANCosan S.A.ADS25$72<0.1%−2,626−99.1%減碼歷史
VHIValhi IncCOM5$74<0.1%+2+66.7%加碼歷史
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$76<0.1%00.0%不變–
STLNStarling Oncology, Inc.COM14$76<0.1%+1+7.7%加碼歷史
LMBLimbach Holdings, Inc.COM1$77<0.1%−7−87.5%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3$81<0.1%00.0%不變–
CIACitizens, Inc.CL A14$81<0.1%+11+366.7%加碼歷史
PAAIParadium.AI, Inc.COM97$81<0.1%+90+1,285.7%加碼歷史
BTAIQBioXcel Therapeutics, Inc.COM NEW60$85<0.1%00.0%不變歷史
SSYSStratasys Ltd.SHS10$86<0.1%−10−50.0%減碼歷史
STRSStratus Properties IncCOM NEW3$86<0.1%−1−25.0%減碼歷史
AMBQAmbiq Micro, Inc.COMMON STOCK1$88<0.1%−1−50.0%減碼歷史
TVRDTvardi Therapeutics, Inc.COM46$88<0.1%−21−31.3%減碼歷史
Kraneshares Tr500767835MSCI ALL CHINA6$88<0.1%00.0%不變–
ARLAmerican Realty Investors IncCOM4$89<0.1%00.0%不變歷史
RSVRReservoir Media, Inc.COM9$90<0.1%+7+350.0%加碼歷史
XRXDWXerox Holdings Corp*W EXP 02/11/202326$90<0.1%−43−11.7%減碼歷史
USBCUSBC, Inc.COM NEW295$92<0.1%−5,288−94.7%減碼歷史
iShares Tr46435G474FALN ANGLS USD3$93<0.1%−297−99.0%減碼–
NEONNeonode Inc.COM PAR100$94<0.1%+26+35.1%加碼歷史
INBXInhibrx Biosciences, Inc.COM1$95<0.1%−257−99.6%減碼歷史
TYGTortoise Energy Infrastructure CorpCOM2$97<0.1%00.0%不變歷史
GAIAGaia, IncCL A46$98<0.1%−4−8.0%減碼歷史
TBNTamboran Resources CorpCOM3$98<0.1%+3新進歷史
MPTIM-tron Industries, Inc.COM1$99<0.1%00.0%不變歷史
CIXCompx International IncCL A4$100<0.1%−2−33.3%減碼歷史
ZOMDFZomedica Corp.COM1,000$100<0.1%+1,000新進歷史
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%不變–
ACRSAclaris Therapeutics, Inc.COM19$101<0.1%−458−96.0%減碼歷史
CATXPerspective Therapeutics, Inc.COM NEW30$102<0.1%−5−14.3%減碼歷史
CGCCanopy Growth CorpCOM NEW110$105<0.1%+110新進歷史
OPENOpendoor Technologies Inc.COM23$106<0.1%−105−82.0%減碼歷史
SNWVSANUWAVE Health, Inc.COM11$110<0.1%+4+57.1%加碼歷史
STRWStrawberry Fields REIT, Inc.COM8$110<0.1%−4−33.3%減碼歷史
WisdomTree Tr97717W208US HIGH DIVIDEND1$114<0.1%00.0%不變–
AOUTAmerican Outdoor Brands, Inc.COM10$116<0.1%+10新進歷史
BZUNBaozun Inc.SPONSORED ADR41$116<0.1%−41−50.0%減碼歷史
TMCTMC the metals Co Inc.COM26$116<0.1%+26新進歷史
GLSIGreenwich LifeSciences, Inc.COM5$117<0.1%−3−37.5%減碼歷史
CMTCore Molding Technologies IncCOM5$118<0.1%−20−80.0%減碼歷史

選擇權（7 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 2 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–$201.6 萬
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$136.0 萬–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$82.1 萬–
SPYSPDR S&P 500 ETF TrustETF$29.9 萬–
SoFi Technologies Inc CLL Opt 12/26 16.0 Cal8592889WWStock–$8,965
Summit Therapeutics Inc CLL Opt 10/26 14.0 Cal8500699RNStock–$7,285
Snap Inc CLL Opt 10/26 6.0 Cal8500739XRStock–$4,440

2026 年第 1 季之後清倉（207 檔）

2026 年第 1 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 207 檔。

EverSource Wealth Advisors, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
XOMExxonMobil Holdings CorpCOM60,927$1,034 萬0.3%歷史
HONHoneywell International IncCOM4,901$110.8 萬<0.1%歷史
BOILProShares Trust IIETF33,534$54.1 萬<0.1%歷史
GROBrazil Potash Corp.COMMON SHARES138,839$45.0 萬<0.1%歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$44.2 萬<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,107$28.0 萬<0.1%–
CTRACoterra Energy Inc.Stock7,515$26.4 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,390$22.9 萬<0.1%–
Nextplat Corp Com New68557F100Stock580,686$21.6 萬<0.1%–
TERNTerns Pharmaceuticals, Inc.COM3,689$19.4 萬<0.1%歷史
MASIMasimo CorpCOM1,064$18.9 萬<0.1%歷史
ALSumisho Air Lease CorpCL A2,436$15.8 萬<0.1%歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,724$13.8 萬<0.1%–
TRIThomson Reuters CorpCOM NO PAR1,318$11.9 萬<0.1%歷史
HOLXHologic IncCOM1,450$11.0 萬<0.1%歷史
MCWMister Car Wash, Inc.COM15,125$10.5 萬<0.1%歷史
PRAProassurance CorpCOM4,059$10.0 萬<0.1%歷史
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC3,189$9.02 萬<0.1%–
OSOneStream, Inc.CL A3,626$8.70 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM1,756$8.21 萬<0.1%歷史
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$8.04 萬<0.1%歷史
HTBKHeritage Commerce CorpCOM6,391$7.98 萬<0.1%歷史
CSGSCSG Systems International IncCOM973$7.78 萬<0.1%歷史
OXLCOxford Lane Capital Corp.COM7,000$6.85 萬<0.1%歷史
USALiberty All Star Equity FundSH BEN INT12,000$6.66 萬<0.1%歷史
IAUXi-80 Gold Corp.COM43,322$6.58 萬<0.1%歷史
American Centy ETF Tr025072372EMERGING MKT VAL1,075$6.45 萬<0.1%–
Clearway Energy, Inc.18539C105CL A1,451$5.68 萬<0.1%–
CWANClearwater Analytics Holdings, Inc.CL A2,367$5.60 萬<0.1%歷史
APLSApellis Pharmaceuticals, Inc.COM1,219$4.90 萬<0.1%歷史
SPDR Index Shs FDS78463X541ST STR NAT ETF633$4.73 萬<0.1%–
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS2,554$4.70 萬<0.1%歷史
SEESealed Air CorpCOM1,067$4.49 萬<0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS1,973$4.46 萬<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW259$4.46 萬<0.1%歷史
MAPSWM Technology, Inc.COM62,989$4.15 萬<0.1%歷史
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,937$3.93 萬<0.1%歷史
FOLDAmicus Therapeutics, Inc.COM2,700$3.90 萬<0.1%歷史
ABTCAmerican Bitcoin Corp.COM CL A40,000$3.70 萬<0.1%歷史
Expro Group Holdings N.V.N33462107COM1,936$3.37 萬<0.1%–
ANLAdlai Nortye Group Ltd.ADS4,794$3.32 萬<0.1%歷史
ProShares Tr74349Y498ULTRA XRP ETF8,888$3.28 萬<0.1%–
American Centy ETF Tr025072885US EQT ETF266$2.96 萬<0.1%–
BAKBraskem SASP ADR PFD A7,704$2.82 萬<0.1%歷史
STKLSunOpta Inc.COM4,333$2.81 萬<0.1%歷史
FFICFlushing Financial CorpCOM1,797$2.76 萬<0.1%歷史
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$2.71 萬<0.1%歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS558$2.69 萬<0.1%歷史
NVRIEnviri CorpCOM1,315$2.58 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,402$2.49 萬<0.1%–
VREVeris Residential, Inc.COM1,234$2.33 萬<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM1,309$2.16 萬<0.1%歷史
PKSTPeakstone Realty TrustCommon Stock1,014$2.12 萬<0.1%歷史
VanEck ETF Trust92189F353EMERGING MRKT HI968$1.91 萬<0.1%–
Carnival Corp Ltd.14365C103ADR719$1.85 萬<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K1750$1.82 萬<0.1%–
iShares Tr464288257MSCI ACWI ETF130$1.80 萬<0.1%–
ALITAlight, Inc. / DelawareCOM CL A29,702$1.73 萬<0.1%歷史
EHABEnhabit, Inc.COM1,202$1.69 萬<0.1%歷史
American Centy ETF Tr025072364INTERNATIONAL LR226$1.69 萬<0.1%–
KENKenon Holdings Ltd.SHS205$1.69 萬<0.1%歷史
MHDBlackRock Muniholdings Fund, Inc.COM1,490$1.68 萬<0.1%歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$1.61 萬<0.1%歷史
NBTXNanobiotix S.A.SPONSORED ADS514$1.59 萬<0.1%歷史
TRMDTORM plcSHS CL A506$1.41 萬<0.1%歷史
NWGLCL Workshop Group LtdADS16,584$1.40 萬<0.1%歷史
DAWNDay One Biopharmaceuticals, Inc.Stock637$1.37 萬<0.1%歷史
Vanguard S&P 500 Value ETF921932703ETF62$1.27 萬<0.1%–
CVGWCalavo Growers IncCOM483$1.25 萬<0.1%歷史
CPACCementos Pacasmayo SaaSPONSORED ADR1,163$1.16 萬<0.1%歷史
BNY Mellon ETF Trust09661T107US LRG CP CORE92$1.15 萬<0.1%–
GDENNew Royal Holdco I Inc.COM403$1.08 萬<0.1%歷史
UDMYUdemy, Inc.COM2,328$1.08 萬<0.1%歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD384$1.07 萬<0.1%歷史
EWCZEuropean Wax Center, Inc.CLASS A COM1,809$1.05 萬<0.1%歷史
SLNOSoleno Therapeutics IncCOM301$1.01 萬<0.1%歷史
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,349$9,936<0.1%歷史
ADAGAdagene Inc.ADS2,473$9,694<0.1%歷史
AKO.BAndina Bottling Co IncSPON ADR B370$9,331<0.1%歷史
PHARPharming Group N.V.SPON ADS557$9,268<0.1%歷史
DAOYoudao, Inc.SPONSORED ADS912$8,965<0.1%歷史
ACLXArcellx, Inc.COMMON STOCK78$8,954<0.1%歷史
MQMarqeta, Inc.CLASS A COM2,191$8,939<0.1%歷史
Goldman Sachs ETF Tr381430453ACCESS HIG YLD200$8,914<0.1%–
HQHorizon Quantum Holdings Ltd.CL A ORD SHS1,000$8,790<0.1%歷史
MBUUMalibu Boats, Inc.COM CL A339$8,787<0.1%歷史
FOCLEdap TMS SASPONSORED ADR2,330$8,668<0.1%歷史
Sprott FDS Tr85208P303URANIUM MINERS E134$8,462<0.1%–
EVAXEvaxion A/SADR2,266$8,430<0.1%歷史
SCOProShares Trust IIULSHT BLOOMB OIL1,000$8,320<0.1%歷史
Northeast BK Portland Me66405S100COM74$8,316<0.1%–
Bank First Corporation Com05676F108Stock60$8,104<0.1%–
IONRioneer LtdADS1,888$8,033<0.1%歷史
NKTRNektar TherapeuticsCOM111$7,987<0.1%歷史
iShares Tr464288174GL TIMB FORE ETF111$7,856<0.1%–
TURBTurbo Energy, S.A.SPON ADS2,861$7,639<0.1%歷史
SEMRSEMrush Holdings, Inc.CL A COM624$7,451<0.1%歷史
BBARBanco BBVA Argentina S.A.SPONSORED ADS448$7,195<0.1%歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6,950<0.1%–
KWKennedy-Wilson Holdings, Inc.COM623$6,740<0.1%歷史