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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
TTAMTitan America SAStock216$4,031<0.1%−9−4.0%減碼歷史
BCCBoise Cascade CoCOM52$4,037<0.1%−39−42.9%減碼歷史
Fidelity MSCI Financials Index ETF316092501ETF53$4,058<0.1%+53新進–
WisdomTree Tr97717X784WSDM EMKTBD FD61$4,058<0.1%00.0%不變–
HOFTHooker Furnishings CorpCOM228$4,066<0.1%−13−5.4%減碼歷史
WBTNWEBTOON Entertainment Inc.COM356$4,066<0.1%+127+55.5%加碼歷史
IMKTAIngles Markets IncCL A46$4,075<0.1%−6−11.5%減碼歷史
NRIXNurix Therapeutics, Inc.COM168$4,076<0.1%+158+1,580.0%加碼歷史
UAAUnder Armour, Inc.Stock640$4,089<0.1%−159−19.9%減碼歷史
CRTOCriteo S.A.SPONS ADS224$4,095<0.1%−169−43.0%減碼歷史
VRDNViridian Therapeutics, Inc.COM223$4,097<0.1%+103+85.8%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM101$4,106<0.1%−567−84.9%減碼歷史
GTNGray Media, IncCOM1,035$4,109<0.1%−2,370−69.6%減碼歷史
ZBIOZenas BioPharma, Inc.COM162$4,112<0.1%+64+65.3%加碼歷史
CRONCronos Group Inc.COM1,485$4,128<0.1%−1,659−52.8%減碼歷史
ABVXAbivax S.A.SPONSORED ADS31$4,132<0.1%−369−92.3%減碼歷史
Goldman Sachs ETF Tr381430545HEDGE IND ETF22$4,151<0.1%+22新進–
EGANEGAIN CorpCOM NEW660$4,159<0.1%+609+1,194.1%加碼歷史
ECOOkeanis Eco Tankers Corp.SHS83$4,160<0.1%+83新進歷史
JACKJack in the Box IncCOM264$4,174<0.1%+84+46.7%加碼歷史
PLURPluri Inc.COM2,000$4,180<0.1%00.0%不變歷史
TCW ETF Trust29287L205TRANS SYSTE ETF34$4,181<0.1%+34新進–
NECBNorthEast Community Bancorp, Inc.COM151$4,188<0.1%−457−75.2%減碼歷史
ATLCAtlanticus Holdings CorpCOM41$4,192<0.1%+37+925.0%加碼歷史
IMSRTerrestrial Energy Inc.COM SHS594$4,206<0.1%+594新進歷史
ACHRArcher Aviation Inc.Stock891$4,214<0.1%+101+12.8%加碼歷史
RLXRLX Technology Inc.SPONSORED ADS2,231$4,239<0.1%−5,965−72.8%減碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW66$4,241<0.1%+1+1.5%加碼歷史
MITTTPG Mortgage Investment Trust, Inc.COM NEW537$4,253<0.1%+24+4.7%加碼歷史
OMCLOmnicell, Inc.COM103$4,277<0.1%−43−29.5%減碼歷史
ELMEElme CommunitiesSH BEN INT2,893$4,281<0.1%−4,420−60.4%減碼歷史
STGWStagwell IncCOM CL A578$4,294<0.1%−60−9.4%減碼歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM1,584$4,309<0.1%−708−30.9%減碼歷史
Townebank Portsmouth Va89214P109COM119$4,312<0.1%−544−82.1%減碼–
CZNCCitizens & Northern CorpCOM185$4,312<0.1%−714−79.4%減碼歷史
SPIRSpire Global, Inc.COM CL A NEW232$4,315<0.1%+232新進歷史
IIIVi3 Verticals, Inc.COM CL A203$4,336<0.1%−47,423−99.6%減碼歷史
EDITEditas Medicine, Inc.COM1,342$4,348<0.1%−738−35.5%減碼歷史
XPERXperi Inc.COMMON STOCK529$4,354<0.1%−24−4.3%減碼歷史
NATRNatures Sunshine Products IncCOM200$4,361<0.1%−75−27.3%減碼歷史
SMMTSummit Therapeutics Inc.COM300$4,371<0.1%−126−29.6%減碼歷史
Elevation Series Trust210322731OPAL DIVID INCOM117$4,373<0.1%00.0%不變–
TRTXTPG RE Finance Trust, Inc.COM523$4,378<0.1%−1,581−75.1%減碼歷史
ANABAnaptysbio, IncCOM65$4,389<0.1%−838−92.8%減碼歷史
LCUTLifetime Brands, IncCOM516$4,401<0.1%−86−14.3%減碼歷史
SASeabridge Gold IncCOM172$4,428<0.1%−164−48.8%減碼歷史
BTDRBitdeer Technologies GroupCL A ORD SHS279$4,428<0.1%−12−4.1%減碼歷史
MBIMbia IncCOM681$4,440<0.1%+446+189.8%加碼歷史
MAZEMaze Therapeutics, Inc.COM149$4,446<0.1%−54−26.6%減碼歷史
AARDAardvark Therapeutics, Inc.COM774$4,459<0.1%+473+157.1%加碼歷史
Global X Lithium & Battery Tech ETF37954Y855ETF57$4,462<0.1%00.0%不變–
YEXTYext, Inc.COM956$4,465<0.1%00.0%不變歷史
CRCTCricut, Inc.COM CL A1,018$4,470<0.1%+304+42.6%加碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF41$4,474<0.1%00.0%不變–
MBLYMobileye Global Inc.Stock465$4,501<0.1%+420+933.3%加碼歷史
Innovator ETFs Trust45784N528EQUITY DUAL DIRE200$4,502<0.1%00.0%不變–
ARHSArhaus, Inc.COM CL A537$4,521<0.1%+424+375.2%加碼歷史
CRKComstock Resources IncCOM304$4,535<0.1%−1,264−80.6%減碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$4,539<0.1%00.0%不變–
AIOTPowerfleet, Inc.COM1,187$4,546<0.1%−268−18.4%減碼歷史
AHRTAH Realty Trust, Inc.COM644$4,559<0.1%−1,847−74.1%減碼歷史
CDRECadre Holdings, Inc.COM160$4,561<0.1%+159+15,900.0%加碼歷史
BOWBowhead Specialty Holdings Inc.COM SHS153$4,579<0.1%+127+488.5%加碼歷史
ENICEnel Chile S.A.SPONSORED ADR1,022$4,600<0.1%−2,039−66.6%減碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF49$4,602<0.1%−1−2.0%減碼–
ULCCFrontier Group Holdings, Inc.COM582$4,604<0.1%+342+142.5%加碼歷史
Hingham Instn SVGS Mass433323102COM15$4,607<0.1%+6+66.7%加碼–
GRPNGroupon, Inc.COM NEW192$4,620<0.1%+31+19.3%加碼歷史
ARQArq, Inc.COM1,812$4,621<0.1%+1,204+198.0%加碼歷史
LANDGladstone Land CorpCOM544$4,640<0.1%+120+28.3%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST83$4,655<0.1%+1+1.2%加碼依 2 比 1 拆股換算–
TGTredegar CorpCOM586$4,665<0.1%−1,434−71.0%減碼歷史
BKVBKV CorpCOM171$4,678<0.1%−63−26.9%減碼歷史
NATLNCR Atleos CorpCOM SHS108$4,688<0.1%−245−69.4%減碼歷史
PCTPureCycle Technologies, Inc.COM579$4,696<0.1%−89−13.3%減碼歷史
EQBKEquity Bancshares IncCOM CL A96$4,703<0.1%−496−83.8%減碼歷史
iShares Tr46434V886HDG MSCI JAPAN73$4,710<0.1%00.0%不變–
SIBNSI-BONE, Inc.COM289$4,717<0.1%+259+863.3%加碼歷史
CWCOConsolidated Water Co. Ltd.ORD160$4,721<0.1%−143−47.2%減碼歷史
TRDAEntrada Therapeutics, Inc.COM642$4,724<0.1%+222+52.9%加碼歷史
DXPEDXP Enterprises IncCOM NEW28$4,725<0.1%−366−92.9%減碼歷史
AVNWAviat Networks, Inc.COM NEW213$4,729<0.1%+63+42.0%加碼歷史
USAUU.S. Gold Corp.COM NEW309$4,737<0.1%+276+836.4%加碼歷史
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV75$4,753<0.1%−25−25.0%減碼–
GDOTGreen Dot CorpCL A352$4,757<0.1%−416−54.2%減碼歷史
FLYFirefly Aerospace Inc.COM162$4,762<0.1%+75+86.2%加碼歷史
Innovator ETFs Trust45784N833US SMALL CAP PWR168$4,768<0.1%−499−74.8%減碼–
ATOMAtomera IncCOM550$4,791<0.1%−155−22.0%減碼歷史
QSIQuantum-Si IncCOM CL A5,417$4,794<0.1%−38−0.7%減碼歷史
PRTHPriority Technology Holdings, Inc.COM719$4,795<0.1%+458+175.5%加碼歷史
OFLXOmega Flex, Inc.COM153$4,804<0.1%−28−15.5%減碼歷史
PMTPennyMac Mortgage Investment TrustCOM426$4,805<0.1%+235+123.0%加碼歷史
OOMAOoma IncCOM250$4,805<0.1%+12+5.0%加碼歷史
COOKTraeger, Inc.COM NEW61$4,808<0.1%+52+577.8%加碼歷史
Pgim ETF Tr69344A800TOTA RETU BD ETF116$4,809<0.1%00.0%不變–
WGOWinnebago Industries IncCOM154$4,811<0.1%+6+4.1%加碼歷史
FMNBFarmers National Banc CorpCOM330$4,817<0.1%−334−50.3%減碼歷史
NAVNNavan, Inc.CL A211$4,825<0.1%+184+681.5%加碼歷史
OCULOcular Therapeutix, IncCOM492$4,832<0.1%+193+64.5%加碼歷史
CHRSCoherus Oncology, Inc.COM3,455$4,837<0.1%−125−3.5%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