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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
CUBICustomers Bancorp, Inc.COM153$1.21 萬<0.1%−10−6.1%減碼歷史
CASSCass Information Systems IncCOM236$1.21 萬<0.1%−149−38.7%減碼歷史
ARKOARKO Corp.COM1,509$1.21 萬<0.1%+486+47.5%加碼歷史
BETABETA Technologies, Inc.COM SHS CL A724$1.21 萬<0.1%+724新進歷史
INGMIngram Micro Holding CorpCOM443$1.22 萬<0.1%−39−8.1%減碼歷史
AMBPArdagh Metal Packaging S.A.SHS2,574$1.22 萬<0.1%−1,631−38.8%減碼歷史
HHyatt Hotels CorpCOM CL A63$1.22 萬<0.1%−86−57.7%減碼歷史
LAZLazard, Inc.COM292$1.22 萬<0.1%−114−28.1%減碼歷史
ATENA10 Networks, Inc.Stock328$1.23 萬<0.1%+93+39.6%加碼歷史
iShares Tr46435G326CORE MSCI INTL138$1.23 萬<0.1%00.0%不變–
LGNDLigand Pharmaceuticals IncCOM NEW39$1.23 萬<0.1%+6+18.2%加碼歷史
PGCPeapack Gladstone Financial CorpCOM261$1.24 萬<0.1%−55−17.4%減碼歷史
MAIRMadison Air Solutions CorpCOM SHS CL A317$1.24 萬<0.1%+317新進歷史
REXRex American Resources CorpCOM274$1.24 萬<0.1%−226−45.2%減碼歷史
SPDR Series Trust78464A144ST STR CORPO ETF427$1.24 萬<0.1%+427新進–
TXTernium S.A.SPONSORED ADS291$1.24 萬<0.1%−614−67.8%減碼歷史
SPDR Series Trust78464A607ST STR DOW REIT110$1.24 萬<0.1%00.0%不變–
ARDTArdent Health, Inc.COM1,265$1.24 萬<0.1%+654+107.0%加碼歷史
FIZZNational Beverage CorpCOM399$1.24 萬<0.1%−298−42.8%減碼歷史
SVCService Properties TrustCOM7,395$1.25 萬<0.1%+7,395新進歷史
UISUnisys CorpCOM NEW3,415$1.25 萬<0.1%+1,514+79.6%加碼歷史
Innovator ETFs Trust45782C532US EQTY ULTRA B300$1.25 萬<0.1%00.0%不變–
PFSIPennyMac Financial Services, Inc.COM144$1.25 萬<0.1%−170−54.1%減碼歷史
YELPYelp IncCL A512$1.26 萬<0.1%−235−31.5%減碼歷史
PGYPagaya Technologies Ltd.CL A NEW689$1.26 萬<0.1%+182+35.9%加碼歷史
ATHMAutohome Inc.SP ADS RP CL A661$1.26 萬<0.1%−240−26.6%減碼歷史
CTSCTS CorpCOM193$1.26 萬<0.1%+87+82.1%加碼歷史
FLGFlagstar Bank, National AssociationStock843$1.26 萬<0.1%−1,916−69.4%減碼歷史
CBANColony Bankcorp IncCOM628$1.26 萬<0.1%−17−2.6%減碼歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$1.26 萬<0.1%00.0%不變歷史
HCKTHackett Group, Inc.COM1,175$1.27 萬<0.1%+1,003+583.1%加碼歷史
FBNCFirst BancorpCOM198$1.27 萬<0.1%−458−69.8%減碼歷史
RNWReNew Energy Global plcCL A SHS2,027$1.27 萬<0.1%+2,027新進歷史
BANFBancfirst CorpCOM114$1.27 萬<0.1%−55−32.5%減碼歷史
CACCamden National CorpCOM235$1.27 萬<0.1%−249−51.4%減碼歷史
ONBOld National BancorpStock493$1.28 萬<0.1%−1,613−76.6%減碼歷史
IIINInsteel Industries IncCOM423$1.28 萬<0.1%+143+51.1%加碼歷史
TARSTarsus Pharmaceuticals, Inc.COM203$1.28 萬<0.1%+180+782.6%加碼歷史
ALKTAlkami Technology, Inc.Stock710$1.29 萬<0.1%+108+17.9%加碼歷史
ADNTAdient plcStock701$1.29 萬<0.1%−261−27.1%減碼歷史
HOPEHope Bancorp IncCOM946$1.29 萬<0.1%−3,606−79.2%減碼歷史
MSEXMiddlesex Water CoCOM231$1.30 萬<0.1%−166−41.8%減碼歷史
NOGNorthern Oil & Gas, Inc.COM715$1.30 萬<0.1%+428+149.1%加碼歷史
ANGOAngiodynamics IncCOM1,000$1.30 萬<0.1%+869+663.4%加碼歷史
CROXCrocs, Inc.COM108$1.30 萬<0.1%−268−71.3%減碼歷史
BMRCBank of Marin BancorpCOM471$1.30 萬<0.1%−90−16.0%減碼歷史
LEN.BLennar CorpCL B147$1.31 萬<0.1%−33−18.3%減碼歷史
HRTGHeritage Insurance Holdings, Inc.COM501$1.31 萬<0.1%−344−40.7%減碼歷史
DINDine Brands Global, Inc.COM364$1.31 萬<0.1%+153+72.5%加碼歷史
WUWestern Union COStock1,699$1.31 萬<0.1%−6,321−78.8%減碼歷史
SLGNSilgan Holdings IncCOM282$1.31 萬<0.1%−381−57.5%減碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF224$1.31 萬<0.1%+224新進–
VCVisteon CorpCOM NEW132$1.31 萬<0.1%−10−7.0%減碼歷史
ORCOrchid Island Capital, Inc.COM NEW1,879$1.31 萬<0.1%−186−9.0%減碼歷史
BOOTBoot Barn Holdings, Inc.COM80$1.31 萬<0.1%+3+3.9%加碼歷史
QSQuantumScape CorpCOM CL A1,741$1.32 萬<0.1%−1,026−37.1%減碼歷史
BGCBGC Group, Inc.CL A1,232$1.32 萬<0.1%−1,211−49.6%減碼歷史
DFTXDefinium Therapeutics, Inc.COM SHS281$1.32 萬<0.1%−14−4.7%減碼歷史
NUVLNuvalent, Inc.COM107$1.32 萬<0.1%−226−67.9%減碼歷史
CURBCurbline Properties Corp.COM435$1.32 萬<0.1%+67+18.2%加碼歷史
OIO-I Glass, Inc.COM1,378$1.33 萬<0.1%−9,660−87.5%減碼歷史
BLKBBlackbaud IncCOM448$1.33 萬<0.1%+68+17.9%加碼歷史
VSXYVictoria's Secret & Co.COMMON STOCK159$1.33 萬<0.1%−102−39.1%減碼歷史
TKTeekay Corp LtdSHS1,328$1.33 萬<0.1%−404−23.3%減碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK2,864$1.33 萬<0.1%−839−22.7%減碼歷史
CASHPathward Financial, Inc.COM153$1.33 萬<0.1%−149−49.3%減碼歷史
MOMOHello Group Inc.ADS2,303$1.34 萬<0.1%−2,136−48.1%減碼歷史
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF40$1.34 萬<0.1%+40新進–
WERNWerner Enterprises IncCOM307$1.34 萬<0.1%−547−64.1%減碼歷史
SEBSeaboard CorpCOM3$1.34 萬<0.1%00.0%不變歷史
TVTXTravere Therapeutics, Inc.COM236$1.34 萬<0.1%+15+6.8%加碼歷史
TCBKTrico BancsharesCOM249$1.34 萬<0.1%−212−46.0%減碼歷史
DSXDiana Shipping Inc.COM6,392$1.34 萬<0.1%−4,550−41.6%減碼歷史
VETVermilion Energy Inc.COM1,433$1.34 萬<0.1%−964−40.2%減碼歷史
CGONCG Oncology, Inc.COM189$1.34 萬<0.1%−98−34.1%減碼歷史
RVLVRevolve Group, Inc.CL A589$1.35 萬<0.1%+35+6.3%加碼歷史
KLARKlarna Group plcStock667$1.35 萬<0.1%+338+102.7%加碼歷史
DACDanaos CorpSHS111$1.36 萬<0.1%−119−51.7%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF316$1.36 萬<0.1%00.0%不變–
TALTAL Education GroupSPONSORED ADS1,423$1.36 萬<0.1%−726−33.8%減碼歷史
DECDiversified Energy CoCOMMON STOCK983$1.36 萬<0.1%+43+4.6%加碼歷史
CXTCrane NXT, Co.COM267$1.37 萬<0.1%+52+24.2%加碼歷史
COHUCohu IncCOM185$1.37 萬<0.1%−137−42.5%減碼歷史
PATHUiPath, Inc.Stock1,264$1.37 萬<0.1%−3,429−73.1%減碼歷史
CTOSCustom Truck One Source, Inc.COM CL A1,165$1.38 萬<0.1%+67+6.1%加碼歷史
iShares Tr46438G448LONG TERM MUNI269$1.38 萬<0.1%+121+81.8%加碼–
BJRIBJs RESTAURANTS INCCOM227$1.38 萬<0.1%+54+31.2%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM2,355$1.38 萬<0.1%−1,491−38.8%減碼歷史
AROWArrow Financial CorpCOM337$1.38 萬<0.1%−342−50.4%減碼歷史
TPGTPG Inc.COM CL A341$1.38 萬<0.1%−442−56.4%減碼歷史
SLPSimulations Plus, Inc.COM755$1.38 萬<0.1%+407+117.0%加碼歷史
ETF Ser Solutions26922A222APTUS COLLRD INV300$1.38 萬<0.1%+300新進–
BBSIBarrett Business Services IncCOM390$1.39 萬<0.1%+269+222.3%加碼歷史
IDRIdaho Strategic Resources, Inc.COM NEW423$1.39 萬<0.1%−30−6.6%減碼歷史
UPBDUpbound Group, Inc.COM653$1.39 萬<0.1%+296+82.9%加碼歷史
CRGYCrescent Energy CoCL A COM1,412$1.39 萬<0.1%+180+14.6%加碼歷史
EXTRExtreme Networks IncCOM429$1.39 萬<0.1%+346+416.9%加碼歷史
UMHUmh Properties, Inc.COM920$1.39 萬<0.1%+480+109.1%加碼歷史
GENIGenius Sports LtdSHARES CL A2,310$1.40 萬<0.1%+801+53.1%加碼歷史
GTYGetty Realty CorpCOM420$1.40 萬<0.1%−685−62.0%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