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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
KRMNKarman Holdings Inc.COMMON STOCK208$1.04 萬<0.1%−211−50.4%減碼歷史
GPRKGeoPark LtdUSD SHS1,143$1.04 萬<0.1%−555−32.7%減碼歷史
CMPCompass Minerals International IncStock335$1.04 萬<0.1%−896−72.8%減碼歷史
VREXVarex Imaging CorpCOM1,000$1.04 萬<0.1%+195+24.2%加碼歷史
LTMLatam Airlines Group S.A.SPONSORED ADR179$1.04 萬<0.1%+104+138.7%加碼歷史
RDVTRed Violet, Inc.COM164$1.04 萬<0.1%+13+8.6%加碼歷史
TALOTalos Energy Inc.COM817$1.05 萬<0.1%−5,017−86.0%減碼歷史
VTEXVtexSHS CL A2,640$1.06 萬<0.1%+570+27.5%加碼歷史
WSCWillScot Holdings CorpCOM CL A366$1.06 萬<0.1%+119+48.2%加碼歷史
Schwab Strategic Tr808524581GOVERNMENT MONEY105$1.06 萬<0.1%00.0%不變–
Schwab Strategic Tr8085246985 10YR CORP BD468$1.06 萬<0.1%−180−27.8%減碼–
LMNDLemonade, Inc.Stock163$1.06 萬<0.1%+3+1.9%加碼歷史
WTWisdomTree, Inc.COM629$1.07 萬<0.1%−764−54.8%減碼歷史
SDSandridge Energy IncCOM NEW779$1.07 萬<0.1%−368−32.1%減碼歷史
Invesco Exch Traded FD Tr II46138G847GBL CLEAN ENRG545$1.07 萬<0.1%+545新進–
WPPWPP plcADR690$1.07 萬<0.1%+183+36.1%加碼歷史
VIRVir Biotechnology, Inc.COM1,050$1.07 萬<0.1%−494−32.0%減碼歷史
TREELendingTree, Inc.COM242$1.07 萬<0.1%−90−27.1%減碼歷史
CATYCathay General BancorpCOM173$1.07 萬<0.1%−388−69.2%減碼歷史
ETF Ser Solutions26922A404VIDENT INTL EQ276$1.08 萬<0.1%+260+1,625.0%加碼–
PIPRPiper Sandler CompaniesCOM NEW149$1.08 萬<0.1%−201−57.4%減碼歷史
HNSTHonest Company, Inc.COM2,950$1.08 萬<0.1%+348+13.4%加碼歷史
DJCODaily Journal CorpCOM18$1.08 萬<0.1%+3+20.0%加碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$1.08 萬<0.1%00.0%不變–
XERSXeris Biopharma Holdings, Inc.COM1,373$1.09 萬<0.1%−247−15.2%減碼歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT2,072$1.09 萬<0.1%−3,732−64.3%減碼歷史
LBTYKLiberty Global Ltd.COM CL C992$1.09 萬<0.1%−68−6.4%減碼歷史
ATRCAtriCure, Inc.COM390$1.09 萬<0.1%+204+109.7%加碼歷史
CNKCinemark Holdings, Inc.COM344$1.09 萬<0.1%−210−37.9%減碼歷史
INGNInogen IncCOM1,693$1.09 萬<0.1%+684+67.8%加碼歷史
MBINMerchants BancorpCOM219$1.09 萬<0.1%−391−64.1%減碼歷史
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$1.10 萬<0.1%00.0%不變–
RDZNRoadzen Inc.ORD SHS7,510$1.10 萬<0.1%00.0%不變歷史
PLUSEplus IncCOM132$1.10 萬<0.1%−66−33.3%減碼歷史
PRIMPrimoris Services CorpStock111$1.10 萬<0.1%−2,345−95.5%減碼歷史
TMETencent Music Entertainment GroupSPON ADS1,319$1.10 萬<0.1%−586−30.8%減碼歷史
TLXTelix Pharmaceuticals LtdADS956$1.10 萬<0.1%−876−47.8%減碼歷史
PLGOPelagos Insurance Capital LtdCOM453$1.10 萬<0.1%+111+32.5%加碼歷史
SEDGSolaredge Technologies, Inc.COM189$1.10 萬<0.1%−130−40.8%減碼歷史
UEUrban Edge PropertiesCOM483$1.11 萬<0.1%−580−54.6%減碼歷史
PAYPaymentus Holdings, Inc.Stock458$1.11 萬<0.1%−482−51.3%減碼歷史
PFSProvident Financial Services IncCOM469$1.11 萬<0.1%−1,049−69.1%減碼歷史
GABCGerman American Bancorp, Inc.Stock234$1.11 萬<0.1%+27+13.0%加碼歷史
KROSKeros Therapeutics, Inc.COM1,039$1.11 萬<0.1%+803+340.3%加碼歷史
NCZVirtus Convertible & Income Fund IICOM NEW700$1.11 萬<0.1%00.0%不變歷史
SPTSprout Social, Inc.COM CL A1,476$1.11 萬<0.1%+1,068+261.8%加碼歷史
CECOCeco Environmental CorpCOM123$1.12 萬<0.1%+5+4.2%加碼歷史
TRIPTripAdvisor, Inc.COM815$1.12 萬<0.1%+109+15.4%加碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW744$1.12 萬<0.1%+318+74.6%加碼歷史
UPSTUpstart Holdings, Inc.COM316$1.12 萬<0.1%+212+203.8%加碼歷史
ALLOAllogene Therapeutics, Inc.COM5,391$1.12 萬<0.1%−980−15.4%減碼歷史
iShares Select U.S. REIT ETF464287564ETF166$1.12 萬<0.1%+74+80.4%加碼–
CRAICra International, Inc.COM79$1.12 萬<0.1%+10+14.5%加碼歷史
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED332$1.13 萬<0.1%−141−29.8%減碼–
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$1.13 萬<0.1%00.0%不變歷史
VRRMVerra Mobility CorpCL A COM STK2,675$1.14 萬<0.1%+1,814+210.7%加碼歷史
SLVMSylvamo CorpCOMMON STOCK301$1.14 萬<0.1%−142−32.1%減碼歷史
OBKOrigin Bancorp, Inc.COM223$1.14 萬<0.1%−325−59.3%減碼歷史
LTCLTC Properties IncREIT298$1.15 萬<0.1%+24+8.8%加碼歷史
AIC3.ai, Inc.Stock1,261$1.15 萬<0.1%+66+5.5%加碼歷史
Dimensional ETF Trust25434V856INFLATION PROTE279$1.15 萬<0.1%+279新進–
APOGApogee Enterprises, Inc.COM252$1.15 萬<0.1%−53−17.4%減碼歷史
Fidelity MSCI Energy Index ETF316092402ETF390$1.15 萬<0.1%+3+0.8%加碼–
CVICVR Energy IncCOM419$1.15 萬<0.1%−683−62.0%減碼歷史
FMBHFirst Mid Bancshares, Inc.COM240$1.15 萬<0.1%+10+4.3%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$1.16 萬<0.1%00.0%不變–
KLCKinderCare Learning Companies, Inc.COM2,729$1.16 萬<0.1%+1,998+273.3%加碼歷史
GHMGraham CorpCOM94$1.16 萬<0.1%+35+59.3%加碼歷史
SHOOSteven Madden, Ltd.COM277$1.17 萬<0.1%−460−62.4%減碼歷史
Tidal Tr II88636V728NICHOLAS CRYPTO750$1.17 萬<0.1%00.0%不變–
FGF&G Annuities & Life, Inc.COMMON STOCK440$1.17 萬<0.1%−1,032−70.1%減碼歷史
CTRICenturi Holdings, Inc.COM SHS387$1.17 萬<0.1%+106+37.7%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A310$1.17 萬<0.1%−131−29.7%減碼歷史
LGIHLGI Homes, Inc.COM184$1.17 萬<0.1%−18−8.9%減碼歷史
PSECProspect Capital CorpCOM5,074$1.17 萬<0.1%+2,059+68.3%加碼歷史
OPRAOpera LtdSPONSORED ADS592$1.17 萬<0.1%+402+211.6%加碼歷史
IDTIdt CorpCL B NEW202$1.17 萬<0.1%+137+210.8%加碼歷史
CARECarter Bankshares, Inc.COM NEW346$1.18 萬<0.1%−136−28.2%減碼歷史
NNNextnav Inc.COMMON STOCK660$1.18 萬<0.1%−865−56.7%減碼歷史
KOSKosmos Energy Ltd.COM5,588$1.18 萬<0.1%+1,608+40.4%加碼歷史
SXCSunCoke Energy, Inc.COM1,465$1.18 萬<0.1%+218+17.5%加碼歷史
Kraneshares Trust500767306CSI CHI INTERNET483$1.18 萬<0.1%−2,000−80.5%減碼–
RPDRapid7, Inc.COM1,460$1.18 萬<0.1%+835+133.6%加碼歷史
RESRPC IncCOM2,030$1.18 萬<0.1%−707−25.8%減碼歷史
CPFCentral Pacific Financial CorpCOM NEW310$1.18 萬<0.1%−1,437−82.3%減碼歷史
MCRIMonarch Casino & Resort IncCOM90$1.18 萬<0.1%−150−62.5%減碼歷史
TASKTaskUs, Inc.CLASS A COM2,533$1.19 萬<0.1%+1,991+367.3%加碼歷史
EXKEndeavour Silver CorpCOM1,436$1.19 萬<0.1%−457−24.1%減碼歷史
DFHDream Finders Homes, Inc.COM CL A691$1.19 萬<0.1%+475+219.9%加碼歷史
Flexshares Tr33939L779DISCP DUR MBS579$1.19 萬<0.1%00.0%不變–
BMAMacro Bank Inc.SPON ADR B129$1.19 萬<0.1%−105−44.9%減碼歷史
FINVFinVolution GroupSPONSORED ADS2,495$1.20 萬<0.1%−501−16.7%減碼歷史
MSGEMadison Square Garden Entertainment Corp.COM CL A148$1.20 萬<0.1%+53+55.8%加碼歷史
NVAXNovavax IncCOM NEW1,273$1.20 萬<0.1%+920+260.6%加碼歷史
GXOGXO Logistics, Inc.Stock237$1.20 萬<0.1%−85−26.4%減碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ211$1.20 萬<0.1%−61−22.4%減碼–
OXMOxford Industries IncCOM345$1.20 萬<0.1%+280+430.8%加碼歷史
ATMUAtmus Filtration Technologies Inc.COM236$1.20 萬<0.1%−18−7.1%減碼歷史
MATWMatthews International CorpCL A448$1.21 萬<0.1%−278−38.3%減碼歷史
iShares Inc464286632MSCI ISRAEL ETF100$1.21 萬<0.1%00.0%不變–

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