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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
ANGIAngi Inc.CL A NEW1,020$6,069<0.1%+415+68.6%加碼歷史
CNDTCONDUENT IncCOM4,171$6,090<0.1%+1,701+68.9%加碼歷史
PSFEPaysafe LtdSHS819$6,118<0.1%+11+1.4%加碼歷史
CENXCentury Aluminum CoCOM133$6,119<0.1%−1,286−90.6%減碼歷史
IHRTiHeartMedia, Inc.COM CL A1,427$6,122<0.1%−144−9.2%減碼歷史
RAPPRapport Therapeutics, Inc.COM147$6,125<0.1%00.0%不變歷史
iShares Tr464288489INTL DEV RE ETF275$6,133<0.1%00.0%不變–
CALCaleres IncCOM496$6,136<0.1%+72+17.0%加碼歷史
BWBBridgewater Bancshares IncCOM292$6,144<0.1%−285−49.4%減碼歷史
CLBKColumbia Financial, Inc.COM290$6,154<0.1%−547−65.4%減碼歷史
MIRMirion Technologies, Inc.COM CL A344$6,168<0.1%−587−63.1%減碼歷史
PARPar Technology CorpCOM355$6,184<0.1%+252+244.7%加碼歷史
SOUNSoundhound AI, Inc.CLASS A COM959$6,205<0.1%+256+36.4%加碼歷史
ROOTRoot, Inc.CL A NEW111$6,207<0.1%+70+170.7%加碼歷史
WTMWhite Mountains Insurance Group LtdCOM3$6,219<0.1%−8−72.7%減碼歷史
UVXYProShares Trust IIULTRA VIX SHORT250$6,223<0.1%−3,748−93.7%減碼歷史
PZZAPapa Johns International IncStock170$6,243<0.1%−324−65.6%減碼歷史
CLVTClarivate PLCORD SHS2,895$6,253<0.1%+1,256+76.6%加碼歷史
GMEGameStop Corp.Stock284$6,271<0.1%−727−71.9%減碼歷史
SVCOSilvaco Group, Inc.COM455$6,275<0.1%+15+3.4%加碼歷史
Ssga Active Tr78470P309ST STR MARKE ETF147$6,276<0.1%+2+1.4%加碼–
NIUNiu TechnologiesADS3,125$6,281<0.1%−2,111−40.3%減碼歷史
THRYThryv Holdings, Inc.COM NEW1,594$6,281<0.1%+1,082+211.3%加碼歷史
iShares Inc464286749MSCI SWITZERLAND100$6,285<0.1%00.0%不變–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE435$6,286<0.1%−435−50.0%減碼–
AMLXAmylyx Pharmaceuticals, Inc.COM350$6,286<0.1%+324+1,246.2%加碼歷史
SFSTSouthern First Bancshares IncCOM103$6,294<0.1%+6+6.2%加碼歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X85$6,353<0.1%+1+1.2%加碼–
CCBCoastal Financial CorpCOM NEW82$6,356<0.1%+62+310.0%加碼歷史
VGVenture Global, Inc.COM CL A572$6,366<0.1%−533−48.2%減碼歷史
CIVBCivista Bancshares, Inc.COM NO PAR226$6,378<0.1%−36−13.7%減碼歷史
WGSGeneDx Holdings Corp.COM CL A93$6,385<0.1%+54+138.5%加碼歷史
PAGSPagSeguro Digital Ltd.COM CL A706$6,389<0.1%−831−54.1%減碼歷史
WLYJohn Wiley & Sons, Inc.CL A132$6,404<0.1%−219−62.4%減碼歷史
AZTAAzenta, Inc.COM251$6,405<0.1%−142−36.1%減碼歷史
NPKINPK International Inc.COM SHS403$6,412<0.1%−1,202−74.9%減碼歷史
MAGNMagnera CorpCOM SHS547$6,427<0.1%+527+2,635.0%加碼歷史
JBIJanus International Group, Inc.COMMON STOCK1,160$6,438<0.1%+789+212.7%加碼歷史
VOXRVox Royalty Corp.COM1,366$6,461<0.1%+1,274+1,384.8%加碼歷史
PRCHPorch Group, Inc.COM430$6,466<0.1%−14,909−97.2%減碼歷史
KDKKodiak AI, Inc.COM1,275$6,477<0.1%+1,275新進歷史
Alps ETF Tr00162Q452ALERIAN MLP125$6,481<0.1%00.0%不變–
QTRXQuanterix CorpCOM1,503$6,492<0.1%+1,448+2,632.7%加碼歷史
Fidelity Covington Trust316092162DISRU COMMU ETF130$6,495<0.1%00.0%不變–
VYXNCR Voyix CorpCOM799$6,527<0.1%+630+372.8%加碼歷史
KRROKorro Bio, Inc.COM498$6,564<0.1%+119+31.4%加碼歷史
ACHCAcadia Healthcare Company, Inc.COM224$6,615<0.1%−21−8.6%減碼歷史
GRNTGranite Ridge Resources, Inc.COM1,502$6,624<0.1%−241−13.8%減碼歷史
VXXBarclays Bank PLCIPATH S&P 500 SH300$6,627<0.1%+300新進歷史
GOODGladstone Commercial CorpCOM539$6,629<0.1%−543−50.2%減碼歷史
QUADQuad/Graphics, Inc.COM CL A787$6,634<0.1%−13−1.6%減碼歷史
PLAYDave & Buster's Entertainment, Inc.COM583$6,646<0.1%+510+698.6%加碼歷史
VKTXViking Therapeutics, Inc.COM171$6,670<0.1%−323−65.4%減碼歷史
NLOPNet Lease Office PropertiesCOM599$6,671<0.1%−542−47.5%減碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$6,685<0.1%00.0%不變–
KRTKarat Packaging Inc.COM200$6,693<0.1%+54+37.0%加碼歷史
REZIResideo Technologies, Inc.Stock216$6,719<0.1%−199−48.0%減碼歷史
FWRGFirst Watch Restaurant Group, Inc.COM523$6,742<0.1%+521+26,050.0%加碼歷史
HLITHarmonic Inc.COM413$6,744<0.1%−85−17.1%減碼歷史
PSTLPostal Realty Trust, Inc.CL A274$6,751<0.1%−1,253−82.1%減碼歷史
MNSOMINISO Group Holding LtdSPONSORED ADS560$6,757<0.1%−2,696−82.8%減碼歷史
RPCRidgepost Capital, Inc.CL A COM861$6,777<0.1%+469+119.6%加碼歷史
NTSTNETSTREIT Corp.COM321$6,782<0.1%−562−63.6%減碼歷史
J P Morgan Exchange Traded F46641Q399BETABUILDRS US50$6,791<0.1%00.0%不變–
AIRJAirJoule Technologies Corp.CL A1,227$6,797<0.1%+556+82.9%加碼歷史
SLDESlide Insurance Holdings, Inc.COM351$6,798<0.1%+302+616.3%加碼歷史
STELStellar Bancorp, Inc.COM173$6,802<0.1%−632−78.5%減碼歷史
IIPRInnovative Industrial Properties IncCOM110$6,818<0.1%+36+48.6%加碼歷史
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$6,829<0.1%00.0%不變–
TIGRUP Fintech Holding LtdSPONSORED ADS1,553$6,834<0.1%−774−33.3%減碼歷史
iShares Tr464288794US BR DEL SE ETF39$6,838<0.1%00.0%不變–
Kraneshares Tr500767645KFA VAL LIN DYNM243$6,843<0.1%00.0%不變–
MDXGMimedx Group, Inc.COM1,779$6,849<0.1%+1,256+240.2%加碼歷史
ONTOnterris, Inc.COM339$6,851<0.1%−494−59.3%減碼歷史
GBXGreenbrier Companies IncStock140$6,861<0.1%−106−43.1%減碼歷史
CALXCalix, IncCOM185$6,905<0.1%−3−1.6%減碼歷史
Fidelity Covington Trust316092295FUN SMA MID ETF181$6,905<0.1%00.0%不變–
CTBICommunity Trust Bancorp IncCOM96$6,947<0.1%−183−65.6%減碼歷史
NKTXNkarta, Inc.COM2,464$6,973<0.1%+247+11.1%加碼歷史
FOSLFossil Group, Inc.COM1,694$7,013<0.1%−122−6.7%減碼歷史
MQMarqeta, Inc.COM1,728$7,015<0.1%+1,728新進歷史
FRHCFreedom Holding Corp.COM54$7,046<0.1%+27+100.0%加碼歷史
SMBCSouthern Missouri Bancorp, Inc.COM93$7,088<0.1%−12−11.4%減碼歷史
ENOVEnovis CORPCOM343$7,100<0.1%−531−60.8%減碼歷史
INBKFirst Internet BancorpCOM256$7,116<0.1%+34+15.3%加碼歷史
RGNXREGENXBIO Inc.COM595$7,129<0.1%−1,234−67.5%減碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC279$7,132<0.1%−410−59.5%減碼–
PBLSParabilis Medicines, Inc.Stock261$7,144<0.1%+261新進歷史
Two Harbors Investment Corp.90187B804COM576$7,146<0.1%−399−40.9%減碼–
RGRSturm Ruger & Co IncStock189$7,154<0.1%−19−9.1%減碼歷史
BNTXBioNTech SESPONSORED ADS77$7,165<0.1%−100−56.5%減碼歷史
BCBPBCB Bancorp IncCOM669$7,172<0.1%−17−2.5%減碼歷史
GBDCGolub Capital BDC, Inc.COM557$7,174<0.1%−359−39.2%減碼歷史
NXQuanex Building Products CORPCOM386$7,187<0.1%−37−8.7%減碼歷史
TRUPTrupanion, Inc.COM291$7,207<0.1%+26+9.8%加碼歷史
AESIAtlas Energy Solutions Inc.COM NEW434$7,209<0.1%−931−68.2%減碼歷史
RHLDResolute Holdings Management, Inc.COM50$7,227<0.1%+29+138.1%加碼歷史
TRNSTranscat IncCOM78$7,236<0.1%+50+178.6%加碼歷史
AHCOAdaptHealth Corp.COMMON STOCK695$7,242<0.1%−391−36.0%減碼歷史
HWKNHawkins IncCOM51$7,247<0.1%−6−10.5%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