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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
CABOCable One, Inc.COM161$8,551<0.1%−36−18.3%減碼歷史
iShares Tr46435G433MSCI USA SMCP MN186$8,563<0.1%−186−50.0%減碼–
ALDXAldeyra Therapeutics, Inc.COM4,027$8,578<0.1%−189−4.5%減碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$8,635<0.1%00.0%不變–
Innovator ETFs Trust45782C391US EQTY BUFR MAR150$8,644<0.1%00.0%不變–
NSANational Storage Affiliates TrustCOM SHS BEN IN195$8,671<0.1%+33+20.4%加碼歷史
CMBTCmb.tech NVSHS620$8,674<0.1%−1,236−66.6%減碼歷史
NXHNeighborhood Intelligence, Inc.COM1,503$8,703<0.1%+254+20.3%加碼歷史
UNFUnifirst CorpCOM33$8,727<0.1%−79−70.5%減碼歷史
JLSNuveen Mortgage & Income FundCOM500$8,739<0.1%00.0%不變歷史
ABRArbor Realty Trust IncCOM1,613$8,744<0.1%+281+21.1%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX32$8,756<0.1%−32−50.0%減碼–
ASIXAdvanSix Inc.COM442$8,786<0.1%+66+17.6%加碼歷史
iShares Tr46435G524INTL DIV GRWTH100$8,793<0.1%00.0%不變–
NXRTNexPoint Residential Trust, Inc.COM315$8,795<0.1%+62+24.5%加碼歷史
ZUMZZumiez IncCOM495$8,810<0.1%−124−20.0%減碼歷史
FOXFFox Factory Holding CorpCOM522$8,845<0.1%+478+1,086.4%加碼歷史
GLBEGlobal-E Online Ltd.SHS255$8,857<0.1%−591−69.9%減碼歷史
Fidelity Covington Trust316092352BLUE CHIP GRWTH143$8,882<0.1%00.0%不變–
UVEUniversal Insurance Holdings, Inc.COM215$8,894<0.1%−77−26.4%減碼歷史
EVEXEve Holding, Inc.COM3,555$8,924<0.1%+2,169+156.5%加碼歷史
RRBIRed River Bancshares IncCOM98$8,945<0.1%+33+50.8%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C269$8,948<0.1%−1,279−82.6%減碼歷史
TEOTelecom Argentina SASPON ADR REP B690$8,970<0.1%−962−58.2%減碼歷史
HUBGHub Group, Inc.CL A205$8,977<0.1%−5−2.4%減碼歷史
ENREnergizer Holdings, Inc.COM419$8,983<0.1%+104+33.0%加碼歷史
iShares Tr46432F875MRNGSTR INC ETF406$8,991<0.1%00.0%不變–
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$8,994<0.1%00.0%不變–
AINAlbany International CorpCL A121$9,016<0.1%−265−68.7%減碼歷史
EFCEllington Financial Inc.COM665$9,050<0.1%+354+113.8%加碼歷史
BWBabcock & Wilcox Enterprises, Inc.COM643$9,066<0.1%+289+81.6%加碼歷史
TDWTidewater IncCOM137$9,128<0.1%−620−81.9%減碼歷史
NSITInsight Enterprises IncCOM75$9,135<0.1%−159−67.9%減碼歷史
BBBLACKBERRY LtdCOM723$9,146<0.1%−678−48.4%減碼歷史
SBHSally Beauty Holdings, Inc.COM647$9,149<0.1%−1,242−65.7%減碼歷史
TPBTurning Point Brands, Inc.COM108$9,161<0.1%−67−38.3%減碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US415$9,186<0.1%00.0%不變–
IBEXIBEX LtdSHS NEW304$9,233<0.1%−50−14.1%減碼歷史
Ea Series Trust02072L607FREEDOM 100 EM127$9,258<0.1%00.0%不變–
MATVMativ Holdings, Inc.COM1,224$9,266<0.1%−1,323−51.9%減碼歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF189$9,279<0.1%+3+1.6%加碼–
LPROOpen Lending CorpCOM2,992$9,304<0.1%−555−15.6%減碼歷史
USPHU S Physical Therapy IncCOM136$9,340<0.1%−101−42.6%減碼歷史
JELDJELD-WEN Holding, Inc.COM6,273$9,411<0.1%+3,332+113.3%加碼歷史
DORMDorman Products, Inc.COM69$9,414<0.1%−148−68.2%減碼歷史
ZNTLZentalis Pharmaceuticals, Inc.COM1,944$9,428<0.1%+245+14.4%加碼歷史
American Centy ETF Tr025072307US QUALITY GROW80$9,444<0.1%+80新進–
KBRKBR, Inc.COM274$9,461<0.1%+112+69.1%加碼歷史
LADRLadder Capital CorpCL A958$9,532<0.1%−282−22.7%減碼歷史
LUMNLumen Technologies, Inc.Stock1,242$9,537<0.1%−4,171−77.1%減碼歷史
MEOHMethanex CorpCOM207$9,554<0.1%−118−36.3%減碼歷史
OPTUOptimum Communications, Inc.CL A6,656$9,652<0.1%+3,448+107.5%加碼歷史
PLUGPlug Power IncStock3,564$9,658<0.1%−1,749−32.9%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE177$9,670<0.1%−2,300−92.9%減碼–
DNUTKrispy Kreme, Inc.COM2,741$9,676<0.1%+532+24.1%加碼歷史
DNAGinkgo Bioworks Holdings, Inc.CL A NEW979$9,702<0.1%+505+106.5%加碼歷史
RCReady Capital CorpCOM5,546$9,706<0.1%+3,507+172.0%加碼歷史
VanEck ETF Trust92189F429PREFERRED SECURT545$9,723<0.1%+265+94.6%加碼–
RWTRedwood Trust IncCOM2,054$9,736<0.1%+927+82.3%加碼歷史
WSWorthington Steel, Inc.COM SHS291$9,772<0.1%−285−49.5%減碼歷史
DFINDonnelley Financial Solutions, Inc.COM233$9,775<0.1%+115+97.5%加碼歷史
PATKPatrick Industries IncCOM109$9,787<0.1%−396−78.4%減碼歷史
ARTNAArtesian Resources CorpCL A288$9,789<0.1%−15−5.0%減碼歷史
HEHawaiian Electric Industries IncCOM724$9,795<0.1%−2,632−78.4%減碼歷史
CALYCallaway Golf CoCOM522$9,808<0.1%−1,074−67.3%減碼歷史
UVVUniversal CorpCOM188$9,808<0.1%−309−62.2%減碼歷史
HAFNHafnia LtdCOMMON STOCK1,481$9,834<0.1%+1,344+981.0%加碼歷史
EQXEquinox Gold Corp.COM1,012$9,836<0.1%−985−49.3%減碼歷史
IBTAIbotta, Inc.CLASS A COM SHS288$9,838<0.1%+46+19.0%加碼歷史
BHRBBurke & Herbert Financial Services Corp.COM137$9,845<0.1%−70−33.8%減碼歷史
SHLSShoals Technologies Group, Inc.CL A1,004$9,940<0.1%−922−47.9%減碼歷史
CLFCleveland-Cliffs Inc.COM1,060$9,952<0.1%−347−24.7%減碼歷史
iShares Tr464287812US CONSM STAPLES137$9,954<0.1%00.0%不變–
BOCBoston Omaha CorpStock730$9,957<0.1%+112+18.1%加碼歷史
INRInfinity Natural Resources, Inc.COM CL A785$9,969<0.1%+283+56.4%加碼歷史
INVInnventure, Inc.COM1,968$9,977<0.1%−171−8.0%減碼歷史
SRTAStrata Critical Medical, Inc.CL A COM1,896$9,991<0.1%+1,823+2,497.3%加碼歷史
ORICOric Pharmaceuticals, Inc.COM923$9,996<0.1%+625+209.7%加碼歷史
TWITitan International IncCOM1,299$1.00 萬<0.1%−831−39.0%減碼歷史
PRAXPraxis Precision Medicines, Inc.COM NEW30$1.00 萬<0.1%−20−40.0%減碼歷史
LQDALiquidia CorpCOM NEW126$1.00 萬<0.1%−176−58.3%減碼歷史
Northern Lights FD Tr66538J241TOEWS AGILITY SH397$1.01 萬<0.1%+397新進–
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30372$1.01 萬<0.1%00.0%不變–
GRNDGrindr Inc.COM703$1.01 萬<0.1%−209−22.9%減碼歷史
ONDSOndas Inc.COM NEW1,227$1.01 萬<0.1%−1,893−60.7%減碼歷史
First Tr Dow Jones Select Mi33718M105COM SHS ANNUAL109$1.01 萬<0.1%+109新進–
ZDZiff Davis, Inc.COM194$1.02 萬<0.1%−248−56.1%減碼歷史
CHCTCommunity Healthcare Trust IncCOM556$1.02 萬<0.1%+66+13.5%加碼歷史
First Tr Exchng Traded FD VI33740F698FT VEST US EQT203$1.02 萬<0.1%00.0%不變–
MAXMediaAlpha, Inc.CL A810$1.02 萬<0.1%−451−35.8%減碼歷史
EYENational Vision Holdings, Inc.COM536$1.02 萬<0.1%−1,995−78.8%減碼歷史
LRMRLarimar Therapeutics, Inc.COM3,341$1.02 萬<0.1%+1,635+95.8%加碼歷史
ITRIItron, Inc.COM118$1.02 萬<0.1%+39+49.4%加碼歷史
iShares Tr464288307MRGSTR MD CP GRW105$1.03 萬<0.1%−105−50.0%減碼–
iShares Tr464289446RUS TOP 200 ETF56$1.04 萬<0.1%00.0%不變–
JOBYJoby Aviation, Inc.COMMON STOCK1,162$1.04 萬<0.1%−2,461−67.9%減碼歷史
IMVTImmunovant, Inc.COM269$1.04 萬<0.1%−210−43.8%減碼歷史
LQDTLiquidity Services IncCOM265$1.04 萬<0.1%+121+84.0%加碼歷史
FRMIFermi Inc.COM1,133$1.04 萬<0.1%+427+60.5%加碼歷史
TRSTTrustco Bank Corp N YCOM NEW189$1.04 萬<0.1%−633−77.0%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