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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
EMBCEmbecta Corp.Stock1,485$4,842<0.1%+1,213+446.0%加碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF295$4,862<0.1%+295新進–
SENEASeneca Foods CorpCL A28$4,871<0.1%−17−37.8%減碼歷史
DXCDXC Technology CoStock552$4,885<0.1%+342+162.9%加碼歷史
ZYMEZymeworks Inc.COM187$4,888<0.1%−31−14.2%減碼歷史
PRLBProto Labs IncCOM60$4,891<0.1%−411−87.3%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF17$4,912<0.1%−8−32.0%減碼–
XRXXerox Holdings CorpCOM NEW1,572$4,920<0.1%+956+155.2%加碼歷史
AMRAlpha Metallurgical Resources, Inc.COM30$4,949<0.1%−63−67.7%減碼歷史
KRUSKura Sushi USA, Inc.CL A COM86$4,950<0.1%+79+1,128.6%加碼歷史
RUMRUM Group Inc.Stock781$4,952<0.1%+240+44.4%加碼歷史
HSAIHesai GroupSPONSORED ADS273$4,974<0.1%+235+618.4%加碼歷史
ESTAEstablishment Labs Holdings Inc.COM58$4,977<0.1%+9+18.4%加碼歷史
INODInnodata IncCOM NEW66$4,988<0.1%+16+32.0%加碼歷史
IVRInvesco Mortgage Capital Inc.COM633$5,001<0.1%+412+186.4%加碼歷史
AXICYAXIA Energia S.A.SPON ADS PF CL C477$5,033<0.1%−352−42.5%減碼歷史
ECVTEcovyst Inc.COM405$5,042<0.1%−1,428−77.9%減碼歷史
IMMRImmersion CorpCOM747$5,057<0.1%+624+507.3%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM161$5,061<0.1%−286−64.0%減碼歷史
PRMEPrime Medicine, Inc.COM1,376$5,078<0.1%−624−31.2%減碼歷史
PRKSUnited Parks & Resorts Inc.COM107$5,109<0.1%+70+189.2%加碼歷史
BHBiglari Holdings Inc.COM STK CL B12$5,112<0.1%+1+9.1%加碼歷史
ARRYArray Technologies, Inc.COM SHS691$5,121<0.1%+270+64.1%加碼歷史
KSSKOHLS CorpStock290$5,139<0.1%−73−20.1%減碼歷史
SHOEShoe Station Group IncCOM348$5,161<0.1%+166+91.2%加碼歷史
NIQNIQ Global Intelligence plcORDINARY SHARES555$5,189<0.1%+548+7,828.6%加碼歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW536$5,199<0.1%00.0%不變歷史
KULRKULR Technology Group, Inc.COM1,366$5,204<0.1%+799+140.9%加碼歷史
ORBSEightco Holdings Inc.COM7,508$5,221<0.1%+3,264+76.9%加碼歷史
SUZSuzano S.A.SPON ADS673$5,222<0.1%−1,160−63.3%減碼歷史
FLOCFlowco Holdings Inc.COM CL A245$5,229<0.1%+163+198.8%加碼歷史
CAICaris Life Sciences, Inc.COM294$5,239<0.1%+260+764.7%加碼歷史
HOVHovnanian Enterprises IncCL A NEW37$5,269<0.1%−3−7.5%減碼歷史
SYBTStock Yards Bancorp, Inc.COM69$5,276<0.1%+47+213.6%加碼歷史
GICGlobal Industrial CoCOM158$5,286<0.1%−59−27.2%減碼歷史
PUMPProPetro Holding Corp.COM369$5,291<0.1%−450−54.9%減碼歷史
ANIPAni Pharmaceuticals IncCOM64$5,299<0.1%+3+4.9%加碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$5,302<0.1%00.0%不變–
PACBPacific Biosciences of California, Inc.COM3,183$5,347<0.1%+398+14.3%加碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$5,347<0.1%00.0%不變–
AMRCAmeresco, Inc.CL A194$5,354<0.1%−14−6.7%減碼歷史
BTQBTQ Technologies Corp.COM1,000$5,390<0.1%−575−36.5%減碼歷史
ADArray Digital Infrastructure, Inc.COM149$5,402<0.1%−240−61.7%減碼歷史
CTKBCytek Biosciences, Inc.COM1,221$5,409<0.1%−600−32.9%減碼歷史
RHRHCOM33$5,436<0.1%+15+83.3%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK132$5,440<0.1%−179−57.6%減碼–
OFIXOrthofix Medical Inc.COM596$5,447<0.1%−356−37.4%減碼歷史
WNEBWestern New England Bancorp, Inc.COM381$5,448<0.1%+10+2.7%加碼歷史
SEISolaris Energy Infrastructure, Inc.COM CL A68$5,470<0.1%−2,655−97.5%減碼歷史
DNLIDenali Therapeutics Inc.COM213$5,479<0.1%−43−16.8%減碼歷史
AIROAIRO Group Holdings, Inc.COM742$5,483<0.1%+568+326.4%加碼歷史
ESRTEmpire State Realty Trust, Inc.CL A1,014$5,487<0.1%+638+169.7%加碼歷史
RCUSArcus Biosciences, Inc.COM178$5,487<0.1%−139−43.8%減碼歷史
SBRSabine Royalty TrustUNIT BEN INT75$5,490<0.1%+71+1,775.0%加碼歷史
KODKEastman Kodak CoCOM NEW596$5,514<0.1%−62−9.4%減碼歷史
NEXNNexxen International Ltd.SHS NEW612$5,526<0.1%+297+94.3%加碼歷史
QUREuniQure N.V.SHS120$5,528<0.1%+1+0.8%加碼歷史
BYDBoyd Gaming CorpCOM63$5,565<0.1%−232−78.6%減碼歷史
COGTCogent Biosciences, Inc.COM144$5,574<0.1%−1,467−91.1%減碼歷史
OPKOpko Health, Inc.COM3,727$5,591<0.1%+193+5.5%加碼歷史
CYHCommunity Health Systems IncCOM1,684$5,625<0.1%+903+115.6%加碼歷史
DMCDel Monte CorpORD202$5,638<0.1%−328−61.9%減碼歷史
HESMHess Midstream LPCL A SHS150$5,640<0.1%−18−10.7%減碼歷史
NKTRNektar TherapeuticsCOM NEW81$5,655<0.1%+81新進歷史
ProShares Ultrashort Technology74347G101ETF500$5,655<0.1%+500新進–
iShares Tr4642874571 3 YR TREAS BD69$5,666<0.1%00.0%不變–
SPDR Series Trust78464A516ST INTL BBG ETF262$5,680<0.1%00.0%不變–
ELDNEledon Pharmaceuticals, Inc.COM1,443$5,685<0.1%+537+59.3%加碼歷史
PLMRPalomar Holdings, Inc.Stock45$5,687<0.1%−96−68.1%減碼歷史
RGPResources Connection, Inc.COM1,340$5,695<0.1%+337+33.6%加碼歷史
BVBrightView Holdings, Inc.COM402$5,697<0.1%+377+1,508.0%加碼歷史
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE136$5,702<0.1%00.0%不變–
RNACCartesian Therapeutics, Inc.COM NEW548$5,711<0.1%+295+116.6%加碼歷史
Innovator ETFs Tr45782C128GROWTH ACCELRTD151$5,736<0.1%−250−62.3%減碼–
IDYAIDEAYA Biosciences, Inc.COM155$5,777<0.1%+19+14.0%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5,785<0.1%00.0%不變歷史
CLOVClover Health Investments, Corp.COM CL A1,104$5,785<0.1%+458+70.9%加碼歷史
TIPTTiptree Inc.COM323$5,788<0.1%+116+56.0%加碼歷史
DCHDauch CorpCOM1,071$5,805<0.1%+43+4.2%加碼歷史
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK122$5,822<0.1%00.0%不變–
AAPAdvance Auto Parts IncCOM94$5,847<0.1%−65−40.9%減碼歷史
SSTISoundthinking, Inc.COM648$5,865<0.1%+256+65.3%加碼歷史
Fidelity Covington Trust316092527SML MID MLTFCT111$5,867<0.1%00.0%不變–
MDGLMadrigal Pharmaceuticals, Inc.COM11$5,907<0.1%−16−59.3%減碼歷史
ACCOAcco Brands CorpCOM1,421$5,910<0.1%−778−35.4%減碼歷史
NGVCNatural Grocers by Vitamin Cottage, Inc.COM191$5,925<0.1%+144+306.4%加碼歷史
APPFAppfolio IncCOM CL A37$5,932<0.1%−64−63.4%減碼歷史
TDSTelephone & Data Systems IncCOM NEW161$5,958<0.1%−924−85.2%減碼歷史
AGYSAgilysys IncCOM57$5,958<0.1%+52+1,040.0%加碼歷史
CTEVClaritev CorpCL A NEW175$5,970<0.1%+159+993.8%加碼歷史
Listed FD Tr53656F789ROUNDHILL SPORTS320$5,981<0.1%00.0%不變–
AMPYAmplify Energy Corp.COM1,503$5,982<0.1%−3,277−68.6%減碼歷史
WULFTerawulf Inc.COM243$6,003<0.1%−294−54.7%減碼歷史
PLABPhotronics IncCOM185$6,018<0.1%−310−62.6%減碼歷史
iShares Tr464288802ESG OPTIMIZED39$6,018<0.1%−1−2.5%減碼–
OMOutset Medical, Inc.COM NEW1,394$6,022<0.1%+343+32.6%加碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF140$6,052<0.1%00.0%不變–
MITKMitek Systems IncCOM NEW301$6,060<0.1%+10+3.4%加碼歷史
BXCBlueLinx Holdings Inc.COM NEW98$6,065<0.1%+10+11.4%加碼歷史
HYHyster-Yale, Inc.CL A173$6,065<0.1%+29+20.1%加碼歷史

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