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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 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
FFAIFaraday Future Intelligent Electric Inc.COM NEW CL A14,210$3,275<0.1%+12,325+653.8%加碼歷史
ADVAdvantage Solutions Inc.COM NEW CL A76$3,286<0.1%+25+49.0%加碼歷史
Principal Exchange Traded FD74255Y607PRIN U S SMALL47$3,296<0.1%00.0%不變–
FIGSFIGS, Inc.CL A323$3,303<0.1%−400−55.3%減碼歷史
TRAKReposiTrak, Inc.COM NEW367$3,303<0.1%+243+196.0%加碼歷史
DNTHDianthus Therapeutics, Inc.COM34$3,313<0.1%+5+17.2%加碼歷史
CSTLCastle Biosciences IncCOM139$3,315<0.1%+119+595.0%加碼歷史
APLDApplied Digital Corp.COM NEW89$3,320<0.1%−515−85.3%減碼歷史
EVGOEVgo Inc.CL A COM1,744$3,332<0.1%−314−15.3%減碼歷史
RICKRci Hospitality Holdings, Inc.COM122$3,332<0.1%+50+69.4%加碼歷史
CDXSCodexis, Inc.COM1,479$3,343<0.1%+463+45.6%加碼歷史
GBFHGBank Financial Holdings Inc.COM111$3,365<0.1%+102+1,133.3%加碼歷史
ALTGAlta Equipment Group Inc.COMMON STOCK522$3,376<0.1%+159+43.8%加碼歷史
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR100$3,381<0.1%00.0%不變–
LUNRIntuitive Machines, Inc.CLASS A COM158$3,381<0.1%−65−29.1%減碼歷史
EHTHeHealth, Inc.COM2,269$3,381<0.1%+1,265+126.0%加碼歷史
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS188$3,382<0.1%−188−50.0%減碼歷史
AGMFederal Agricultural Mortgage CorpCL C17$3,388<0.1%−83−83.0%減碼歷史
iShares Tr464287796U.S. ENERGY ETF60$3,404<0.1%−36−37.5%減碼–
MCBSMetroCity Bankshares, Inc.COM95$3,410<0.1%+18+23.4%加碼歷史
PKBKParke Bancorp, Inc.COM103$3,416<0.1%+16+18.4%加碼歷史
LBRDALiberty Broadband CorpCOM SER A103$3,429<0.1%−499−82.9%減碼歷史
GSBCGreat Southern Bancorp, Inc.COM44$3,450<0.1%−220−83.3%減碼歷史
FCBCFirst Community Bankshares IncCOM78$3,465<0.1%+7+9.9%加碼歷史
AVBPArriVent BioPharma, Inc.COM100$3,474<0.1%+73+270.4%加碼歷史
CBNKCapital Bancorp IncCOM99$3,476<0.1%+4+4.2%加碼歷史
GDYNGrid Dynamics Holdings, Inc.CL A613$3,481<0.1%+15+2.5%加碼歷史
Matthews Asia FDS577125818EMER MKTS EQUITY77$3,485<0.1%−24−23.8%減碼–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT122$3,489<0.1%00.0%不變歷史
TET1 Energy Inc.COM NEW370$3,507<0.1%+82+28.5%加碼歷史
HURNHuron Consulting Group Inc.Stock39$3,515<0.1%−125−76.2%減碼歷史
BBUCBrookfield Business CorpCL A SUB VTG SH118$3,523<0.1%−60−33.7%減碼歷史
BIOABioAge Labs, Inc.COM145$3,555<0.1%−24−14.2%減碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP166$3,558<0.1%00.0%不變–
PTLOPortillo's Inc.COM CL A751$3,559<0.1%−489−39.4%減碼歷史
WSRWhitestone REITCOM188$3,565<0.1%−854−82.0%減碼歷史
MIAXMiami International Holdings, Inc.COM96$3,568<0.1%+91+1,820.0%加碼歷史
TBBKBancorp, Inc.COM57$3,570<0.1%−175−75.4%減碼歷史
SPFISouth Plains Financial, Inc.COM83$3,577<0.1%−9−9.8%減碼歷史
FRSTPrimis Financial Corp.COM219$3,586<0.1%−151−40.8%減碼歷史
BSRRSierra BancorpCOM88$3,588<0.1%−276−75.8%減碼歷史
TBCHTurtle Beach CorpCOM NEW289$3,598<0.1%−180−38.4%減碼歷史
TRSTrimas CorpCOM NEW80$3,602<0.1%−88−52.4%減碼歷史
LYTSLsi Industries IncCOM136$3,615<0.1%−1,575−92.1%減碼歷史
AEVAAeva Technologies, Inc.COM NEW126$3,619<0.1%+28+28.6%加碼歷史
SITCSITE Centers Corp.COM912$3,620<0.1%+182+24.9%加碼歷史
WIXWix.com Ltd.SHS80$3,631<0.1%−76−48.7%減碼歷史
SMTISanara MedTech Inc.COM154$3,632<0.1%+60+63.8%加碼歷史
FORRForrester Research, Inc.COM432$3,633<0.1%+257+146.9%加碼歷史
GKOSGLAUKOS CorpCOM26$3,634<0.1%−46−63.9%減碼歷史
iShares Tr46435G334MSCI UK ETF NEW79$3,645<0.1%00.0%不變–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD135$3,661<0.1%00.0%不變–
ORGOOrganogenesis Holdings Inc.COM1,507$3,662<0.1%+1,224+432.5%加碼歷史
Dfa Invt Dimensions Group IN25239Y238U.S. MIC CAP SHS60$3,665<0.1%+60新進–
BNEDBarnes & Noble Education, Inc.COM NEW292$3,667<0.1%+195+201.0%加碼歷史
GCMGGCM Grosvenor Inc.COM CL A300$3,690<0.1%−677−69.3%減碼歷史
NABLN-able, Inc.COMMON STOCK1,010$3,706<0.1%−820−44.8%減碼歷史
CLMTCalumet, Inc.COM103$3,710<0.1%+10+10.8%加碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG254$3,719<0.1%−1,464−85.2%減碼歷史
PAXPatria Investments LtdCOM CL A340$3,733<0.1%+172+102.4%加碼歷史
SLQTSelectQuote, Inc.COM4,446$3,738<0.1%+2,629+144.7%加碼歷史
OBTOrange County Bancorp, Inc.COM102$3,752<0.1%−280−73.3%減碼歷史
VIAVia Transportation, Inc.COM CL A207$3,755<0.1%−25−10.8%減碼歷史
RBBRBB BancorpCOM137$3,756<0.1%−30−18.0%減碼歷史
VNETVNET Group, Inc.SPONSORED ADS A467$3,756<0.1%−508−52.1%減碼歷史
FVRFrontView REIT, Inc.COM186$3,762<0.1%−12−6.1%減碼歷史
FSUNFirstsun Capital BancorpCOM97$3,762<0.1%+85+708.3%加碼歷史
Fidelity Covington Trust316092139DISRUPTIVE TECH65$3,763<0.1%00.0%不變–
USLMUnited States Lime & Minerals IncCOM36$3,768<0.1%−65−64.4%減碼歷史
DMRCDigimarc CorpCOM461$3,789<0.1%+105+29.5%加碼歷史
PRDOPerdoceo Education CorpCOM119$3,808<0.1%−270−69.4%減碼歷史
FWRDForward Air CorpCOM283$3,824<0.1%−79−21.8%減碼歷史
ITICInvestors Title CoCOM14$3,832<0.1%−36−72.0%減碼歷史
MXCTMaxcyte, Inc.COM3,116$3,833<0.1%+1,721+123.4%加碼歷史
RMAXRE/MAX Holdings, Inc.CL A390$3,846<0.1%−1,294−76.8%減碼歷史
SILASila Realty Trust, Inc.COMMON STOCK127$3,855<0.1%−39−23.5%減碼歷史
Tidal ETF Tr886364280SOFI ENHANCED YL248$3,866<0.1%00.0%不變–
BFSTBusiness First Bancshares, Inc.COM126$3,872<0.1%−9−6.7%減碼歷史
LZMLifezone Metals LtdORD SHS998$3,872<0.1%−66−6.2%減碼歷史
EPSNEpsilon Energy Ltd.COM717$3,879<0.1%+542+309.7%加碼歷史
PINEAlpine Income Property Trust, Inc.COM187$3,882<0.1%−31−14.2%減碼歷史
ODCOil-Dri Corp of AmericaCOM38$3,884<0.1%+17+81.0%加碼歷史
NWPXNWPX Infrastructure, Inc.COM26$3,899<0.1%00.0%不變歷史
BLDPBallard Power Systems Inc.COM1,004$3,906<0.1%−414−29.2%減碼歷史
AVXLAnavex Life Sciences Corp.COM NEW1,511$3,914<0.1%+258+20.6%加碼歷史
BBAIBigBear.ai Holdings, Inc.COM1,070$3,927<0.1%+348+48.2%加碼歷史
ESQEsquire Financial Holdings, Inc.COM33$3,931<0.1%00.0%不變歷史
RDNTRadNet, Inc.COM64$3,947<0.1%−26−28.9%減碼歷史
IBRXImmunityBio, Inc.COM452$3,957<0.1%−15−3.2%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$3,971<0.1%00.0%不變–
Alps ETF Tr00162Q726BARRONS 400 ETF42$3,971<0.1%00.0%不變–
HUMAHumacyte, Inc.COM5,098$3,978<0.1%+1,065+26.4%加碼歷史
KYIVKyivstar Group Ltd.ORD SHS247$3,994<0.1%+247新進歷史
TTGTTechTarget, Inc.COM NEW1,110$3,996<0.1%−297−21.1%減碼歷史
CCOClear Channel Outdoor Holdings, Inc.COM1,652$3,997<0.1%+11+0.7%加碼歷史
Innovator ETFs Trust45783Y889US EQT ACLRTD 9100$3,998<0.1%00.0%不變–
HYLNHyliion Holdings Corp.COMMON STOCK769$4,006<0.1%+18+2.4%加碼歷史
GPREGreen Plains Inc.COM261$4,014<0.1%−961−78.6%減碼歷史
INVXInnovex International, Inc.COM162$4,019<0.1%−665−80.4%減碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock151$4,021<0.1%00.0%不變–

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