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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
LOCOEl Pollo Loco Holdings, Inc.COM428$7,259<0.1%−1,212−73.9%減碼歷史
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$7,260<0.1%00.0%不變–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT166$7,271<0.1%00.0%不變–
AUBNAuburn National Bancorporation, IncCOM270$7,301<0.1%−270−50.0%減碼歷史
TMCITreace Medical Concepts, Inc.COM1,836$7,306<0.1%+1,101+149.8%加碼歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$7,328<0.1%00.0%不變–
FWONALiberty Media CorpCOM LBTY ONE S A84$7,354<0.1%+25+42.4%加碼歷史
LEGLeggett & Platt IncStock629$7,365<0.1%−1,712−73.1%減碼歷史
RGENRepligen CorpCOM54$7,368<0.1%+26+92.9%加碼歷史
IBCPIndependent Bank CorpCOM NEW205$7,395<0.1%−291−58.7%減碼歷史
VCYTVeracyte, Inc.COM126$7,399<0.1%−98−43.8%減碼歷史
CRMLCritical Metals Corp.PUBCO ORD SHS722$7,401<0.1%−600−45.4%減碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL185$7,404<0.1%00.0%不變–
WWWWolverine World Wide IncCOM449$7,422<0.1%−22−4.7%減碼歷史
SCSCScansource, Inc.COM143$7,448<0.1%−212−59.7%減碼歷史
Orla MNG Ltd New68634K106COM761$7,451<0.1%−420−35.6%減碼–
WINGWingstop Inc.COM43$7,457<0.1%−23−34.8%減碼歷史
GLIBKLiberty Capital CorpSER C GCI GROUP346$7,459<0.1%+335+3,045.5%加碼歷史
HCCWarrior Met Coal, Inc.COM92$7,467<0.1%−267−74.4%減碼歷史
MATMattel IncCOM540$7,496<0.1%−4,080−88.3%減碼歷史
VTOLBristow Group Inc.COM182$7,521<0.1%−350−65.8%減碼歷史
VITLVital Farms, Inc.COM649$7,548<0.1%−70−9.7%減碼歷史
GOOSCanada Goose Holdings Inc.SHS SUB VTG799$7,599<0.1%+621+348.9%加碼歷史
VVXV2X, Inc.COM102$7,604<0.1%−233−69.6%減碼歷史
EXFYExpensify, Inc.COM CL A4,251$7,609<0.1%+2,351+123.7%加碼歷史
PCBPCB BancorpCOM269$7,631<0.1%+269新進歷史
DBRGDigitalBridge Group, Inc.CL A NEW484$7,638<0.1%−770−61.4%減碼歷史
RUSHBRush Enterprises IncCL B100$7,651<0.1%−192−65.8%減碼歷史
AXGNAxogen, Inc.COM166$7,668<0.1%+158+1,975.0%加碼歷史
ITRGIntegra Resources Corp.COM3,378$7,668<0.1%+3,378新進歷史
BLCOBausch & Lomb CorpCOMMON SHARES467$7,734<0.1%−59−11.2%減碼歷史
UTZUtz Brands, Inc.COM CL A1,008$7,762<0.1%+513+103.6%加碼歷史
NVGSNavigator Holdings Ltd.SHS417$7,770<0.1%+107+34.5%加碼歷史
RYTMRhythm Pharmaceuticals, Inc.COM70$7,771<0.1%−479−87.2%減碼歷史
ANIKAnika Therapeutics, Inc.COM532$7,783<0.1%+156+41.5%加碼歷史
WESTWestrock Coffee CoCOM964$7,817<0.1%+259+36.7%加碼歷史
NTLAIntellia Therapeutics, Inc.COM462$7,818<0.1%−232−33.4%減碼歷史
ODDOddity Tech LtdSHS CL A517$7,822<0.1%−320−38.2%減碼歷史
VEONVEON Ltd.SPONSORED ADS150$7,832<0.1%−44−22.7%減碼歷史
PDFSPDF Solutions IncCOM111$7,857<0.1%−88−44.2%減碼歷史
XNCRXencor IncCOM488$7,857<0.1%+239+96.0%加碼歷史
EEExcelerate Energy, Inc.CL A COM207$7,865<0.1%−32−13.4%減碼歷史
SAFESafehold Inc.COM501$7,866<0.1%+184+58.0%加碼歷史
VOYGVoyager Technologies, Inc.COM CL A244$7,870<0.1%+211+639.4%加碼歷史
iShares Tr464288109MORNINGSTAR VALU78$7,897<0.1%−15−16.1%減碼–
MCSMarcus CorpCOM338$7,930<0.1%−75−18.2%減碼歷史
DOCSDoximity, Inc.CL A383$7,943<0.1%−2,450−86.5%減碼歷史
APEIAmerican Public Education IncStock148$7,948<0.1%−157−51.5%減碼歷史
ROADConstruction Partners, Inc.COM CL A67$7,957<0.1%+24+55.8%加碼歷史
AMSCAmerican Superconductor CorpStock192$7,970<0.1%+43+28.9%加碼歷史
TLSTelos CorpCOM1,733$7,972<0.1%+458+35.9%加碼歷史
SANASana Biotechnology, Inc.COM2,285$7,974<0.1%−1,100−32.5%減碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7,980<0.1%00.0%不變–
SPDR Series Trust78464A656ST STR TIPS ETF311$7,986<0.1%00.0%不變–
Invesco Actively Managed Exc46090A101ACTIVE US REAL78$8,010<0.1%00.0%不變–
SUNCSunocoCorp LLCCOM SHS LLC119$8,052<0.1%+66+124.5%加碼歷史
IPXIPERIONX LtdSPONSORED ADS271$8,057<0.1%+212+359.3%加碼歷史
CDNACareDx, Inc.COM283$8,066<0.1%−157−35.7%減碼歷史
CSRCenterspaceCOM144$8,091<0.1%−57−28.4%減碼歷史
UVSPUnivest Financial CorpCOM185$8,094<0.1%−441−70.4%減碼歷史
RHPRyman Hospitality Properties, Inc.COM63$8,099<0.1%−22−25.9%減碼歷史
NRDSNerdwallet, Inc.COM CL A878$8,122<0.1%+330+60.2%加碼歷史
Dimensional ETF Trust25434V666US LARG VALU ETF206$8,127<0.1%−19−8.4%減碼–
BTBTBit Digital, IncSHS4,516$8,128<0.1%+1,112+32.7%加碼歷史
TCMDTactile Systems Technology IncCOM273$8,130<0.1%+240+727.3%加碼歷史
HTLDHeartland Express IncCOM535$8,143<0.1%−45−7.8%減碼歷史
BLDQXO Insulation, LLCStock23$8,154<0.1%−99−81.1%減碼歷史
EOSEEos Energy Enterprises, Inc.COM CL A1,392$8,186<0.1%+101+7.8%加碼歷史
LINDLindblad Expeditions Holdings, Inc.Stock290$8,189<0.1%+101+53.4%加碼歷史
HLFHerbalife Ltd.COM SHS623$8,192<0.1%−6,743−91.5%減碼歷史
GCOGenesco IncCOM243$8,206<0.1%+112+85.5%加碼歷史
LARLithium Argentina AGStock996$8,237<0.1%+894+876.5%加碼歷史
REPXRiley Exploration Permian, Inc.COM250$8,240<0.1%+228+1,036.4%加碼歷史
WVEWave Life Sciences, Inc.SHS1,421$8,256<0.1%+1,003+240.0%加碼歷史
EBSEmergent BioSolutions Inc.COM989$8,288<0.1%+195+24.6%加碼歷史
THRMGentherm IncCOM243$8,289<0.1%+12+5.2%加碼歷史
CCOICogent Communications Holdings, Inc.COM NEW598$8,300<0.1%+203+51.4%加碼歷史
INNSummit Hotel Properties, Inc.COM1,186$8,313<0.1%−92−7.2%減碼歷史
ETHEGrayscale Ethereum Staking ETFETF652$8,314<0.1%+316+94.0%加碼歷史
AIRSAirsculpt Technologies, Inc.COM1,848$8,316<0.1%+247+15.4%加碼歷史
PUBMPubMatic, Inc.COM CL A634$8,318<0.1%+174+37.8%加碼歷史
BZAIBlaize Holdings, Inc.COM6,044$8,341<0.1%+4,140+217.4%加碼歷史
MICCMagnum Ice Cream Co N.V.ORD SHS480$8,358<0.1%−699−59.3%減碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10892$8,358<0.1%−969−52.1%減碼歷史
ADMAAdma Biologics, Inc.COM1,000$8,371<0.1%−6,559−86.8%減碼歷史
SMASmartStop Self Storage REIT, Inc.COMMON STOCK258$8,386<0.1%+18+7.5%加碼歷史
LEUCentrus Energy CorpStock50$8,394<0.1%+12+31.6%加碼歷史
ADTNADTRAN Holdings, Inc.COM604$8,396<0.1%+138+29.6%加碼歷史
KOPKoppers Holdings Inc.COM188$8,442<0.1%−28−13.0%減碼歷史
LOBLive Oak Bancshares, Inc.COM207$8,455<0.1%−83−28.6%減碼歷史
WINAWinmark CorpCOM20$8,461<0.1%+9+81.8%加碼歷史
UAUnder Armour, Inc.CL C1,362$8,471<0.1%−1,281−48.5%減碼歷史
CMRCCommerce.com, Inc.COM SER 12,863$8,475<0.1%+406+16.5%加碼歷史
KAIKadant IncCOM27$8,484<0.1%00.0%不變歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$8,498<0.1%00.0%不變–
BIOBio-Rad Laboratories, Inc.CL A29$8,515<0.1%−63−68.5%減碼歷史
iShares Tr46436E569ESG SELECT SCRE150$8,519<0.1%−10−6.3%減碼–
PRGPROG Holdings, Inc.Stock183$8,530<0.1%−134−42.3%減碼歷史
MGNIMagnite, Inc.COM450$8,541<0.1%−316−41.3%減碼歷史
MNDYmonday.com Ltd.SHS118$8,542<0.1%−307−72.2%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(206 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 206 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
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
TGENTecogen Inc.COM NEW2,500$6,400<0.1%歷史