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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
MRXMarex Group LtdORD230$1.40 萬<0.1%−781−77.3%減碼歷史
CLDXCelldex Therapeutics, Inc.COM NEW377$1.40 萬<0.1%−105−21.8%減碼歷史
UUUUEnergy Fuels IncCOM NEW969$1.41 萬<0.1%−50−4.9%減碼歷史
EVVEaton Vance Ltd Duration Income FundCOM1,500$1.41 萬<0.1%00.0%不變歷史
BITBBitwise Bitcoin ETFSHS BEN INT443$1.41 萬<0.1%−795−64.2%減碼歷史
CMCOColumbus McKinnon CorpCOM932$1.41 萬<0.1%−992−51.6%減碼歷史
OPCHOption Care Health, Inc.COM NEW675$1.42 萬<0.1%−341−33.6%減碼歷史
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$1.42 萬<0.1%00.0%不變–
CNMDCONMED CorpCOM435$1.42 萬<0.1%+205+89.1%加碼歷史
TWFGTWFG, Inc.COM CL A592$1.42 萬<0.1%+592新進歷史
ASAmer Sports, Inc.COM SHS421$1.42 萬<0.1%−340−44.7%減碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ148$1.43 萬<0.1%−28−15.9%減碼–
GNKGenco Shipping & Trading LtdSHS579$1.43 萬<0.1%+433+296.6%加碼歷史
SPBSpectrum Brands Holdings, Inc.COM168$1.44 萬<0.1%+6+3.7%加碼歷史
CGEMCullinan Therapeutics, Inc.COM793$1.44 萬<0.1%−306−27.8%減碼歷史
DRVNDriven Brands Holdings Inc.COM1,036$1.44 萬<0.1%−1,114−51.8%減碼歷史
UHALU-Haul Holding CoCOM221$1.45 萬<0.1%−167−43.0%減碼歷史
UNITUniti Group Inc.COM SHS1,263$1.45 萬<0.1%+167+15.2%加碼歷史
TFINTriumph Financial, Inc.COM190$1.45 萬<0.1%+133+233.3%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF554$1.45 萬<0.1%−394−41.6%減碼–
EFOREverforth IncCOM814$1.45 萬<0.1%−600−42.4%減碼歷史
LZLegalzoom.com, Inc.COM2,373$1.45 萬<0.1%+637+36.7%加碼歷史
EFSCEnterprise Financial Services CorpCOM221$1.46 萬<0.1%−254−53.5%減碼歷史
CLWClearwater Paper CorpCOM931$1.46 萬<0.1%+871+1,451.7%加碼歷史
Pacer FDS Tr69374H386DATA & DIGI REVO137$1.46 萬<0.1%00.0%不變–
HBNCHorizon Bancorp IncCOM732$1.46 萬<0.1%−649−47.0%減碼歷史
HRMYHarmony Biosciences Holdings, Inc.COM402$1.46 萬<0.1%−20−4.7%減碼歷史
RXSTRxSight, Inc.COM3,039$1.46 萬<0.1%+1,596+110.6%加碼歷史
TGLSTecnoglass Holdings Inc.COM313$1.47 萬<0.1%+313新進歷史
CRICarters IncCOM356$1.47 萬<0.1%−126−26.1%減碼歷史
Global X FDS37954Y293GLB X MLP ENRG I199$1.47 萬<0.1%+100+101.0%加碼–
CYDChina Yuchai International LtdCOM310$1.47 萬<0.1%+310新進歷史
HTFLHeartflow, Inc.COM503$1.48 萬<0.1%+72+16.7%加碼歷史
ANROAlto Neuroscience, Inc.COM SHS560$1.48 萬<0.1%−68−10.8%減碼歷史
ASTEAstec Industries IncCOM242$1.48 萬<0.1%−384−61.3%減碼歷史
SFLSFL Corp Ltd.SHS1,452$1.48 萬<0.1%−992−40.6%減碼歷史
GTLSChart Industries IncCOM71$1.48 萬<0.1%−35−33.0%減碼歷史
SHOSunstone Hotel Investors, Inc.COM1,297$1.49 萬<0.1%−961−42.6%減碼歷史
CCSIConsensus Cloud Solutions, Inc.COM391$1.49 萬<0.1%+121+44.8%加碼歷史
EGHT8X8 IncCOM8,744$1.50 萬<0.1%−416−4.5%減碼歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR326$1.50 萬<0.1%−214−39.6%減碼歷史
TNXPTonix Pharmaceuticals Holding Corp.COM NEW1,173$1.50 萬<0.1%+797+212.0%加碼歷史
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB353$1.51 萬<0.1%−484−57.8%減碼歷史
MYGNMyriad Genetics IncCOM2,645$1.51 萬<0.1%−7,671−74.4%減碼歷史
SABRSabre CorpCOM7,253$1.52 萬<0.1%+2,850+64.7%加碼歷史
JRSNuveen Real Estate Income FundCOM1,800$1.52 萬<0.1%00.0%不變歷史
UECUranium Energy CorpCOM1,424$1.52 萬<0.1%−262−15.5%減碼歷史
Vanguard World FD921910733ESG US STK ETF115$1.52 萬<0.1%00.0%不變–
Northern LTS FD Tr IV66538H278MAIN THEMATC IN484$1.52 萬<0.1%−484−50.0%減碼–
TBLATaboola.com Ltd.ORD SHS3,043$1.52 萬<0.1%+678+28.7%加碼歷史
UWMCUWM Holdings CorpCOM CL A6,645$1.52 萬<0.1%−5,519−45.4%減碼歷史
AVNSAvanos Medical, Inc.Stock612$1.52 萬<0.1%−1,664−73.1%減碼歷史
LOARLoar Holdings Inc.COM SHS189$1.52 萬<0.1%+172+1,011.8%加碼歷史
PJTPJT Partners Inc.COM CL A101$1.52 萬<0.1%−14−12.2%減碼歷史
ASPNAspen Aerogels IncCOM2,407$1.53 萬<0.1%+943+64.4%加碼歷史
ENPHEnphase Energy, Inc.Stock310$1.53 萬<0.1%+41+15.2%加碼歷史
POSTPost Holdings, Inc.COM173$1.53 萬<0.1%−83−32.4%減碼歷史
BUSEFirst Busey CorpCOM NEW520$1.53 萬<0.1%−445−46.1%減碼歷史
ARCBArcbest CorpCOM107$1.54 萬<0.1%+7+7.0%加碼歷史
CERTCertara, Inc.COM2,345$1.54 萬<0.1%+1,932+467.8%加碼歷史
BLBlackline, Inc.COM549$1.54 萬<0.1%+422+332.3%加碼歷史
PBHPrestige Consumer Healthcare Inc.COM326$1.54 萬<0.1%−1,205−78.7%減碼歷史
FORForestar Group Inc.COM487$1.54 萬<0.1%−165−25.3%減碼歷史
TRINTrinity Capital Inc.COM864$1.55 萬<0.1%−1,170−57.5%減碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW465$1.55 萬<0.1%−853−64.7%減碼歷史
FISIFinancial Institutions IncCOM397$1.55 萬<0.1%−1,248−75.9%減碼歷史
BMBLBumble Inc.COM CL A4,841$1.55 萬<0.1%−2,198−31.2%減碼歷史
NEONeogenomics IncCOM NEW1,066$1.56 萬<0.1%+474+80.1%加碼歷史
HGVHilton Grand Vacations Inc.COM297$1.56 萬<0.1%−729−71.1%減碼歷史
AURAurora Innovation, Inc.CLASS A COM2,283$1.56 萬<0.1%−1,254−35.5%減碼歷史
TMPTompkins Financial CorpCOM165$1.56 萬<0.1%−453−73.3%減碼歷史
iShares Tr464288752US HOME CONS ETF150$1.57 萬<0.1%+150新進–
BHFBrighthouse Financial, Inc.COM249$1.58 萬<0.1%−504−66.9%減碼歷史
MBCMasterBrand, Inc.COMMON STOCK1,532$1.58 萬<0.1%+1,463+2,120.3%加碼歷史
AMTBAmerant Bancorp Inc.CL A618$1.58 萬<0.1%−249−28.7%減碼歷史
UFPIUfp Industries IncCOM174$1.58 萬<0.1%−249−58.9%減碼歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS497$1.58 萬<0.1%−162−24.6%減碼歷史
ECEcopetrol S.A.SPONSORED ADS1,111$1.58 萬<0.1%+297+36.5%加碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I193$1.59 萬<0.1%−53−21.5%減碼歷史
URBNUrban Outfitters IncCOM224$1.59 萬<0.1%+33+17.3%加碼歷史
CWHCamping World Holdings, Inc.CL A2,083$1.59 萬<0.1%+1,498+256.1%加碼歷史
RNGRingCentral, Inc.CL A408$1.59 萬<0.1%+6+1.5%加碼歷史
VCELVericel CorpCOM358$1.59 萬<0.1%+305+575.5%加碼歷史
ARQTArcutis Biotherapeutics, Inc.COM608$1.59 萬<0.1%−53−8.0%減碼歷史
FLYWFlywire CorpCOM VTG908$1.60 萬<0.1%−138−13.2%減碼歷史
PRVAPrivia Health Group, Inc.COM621$1.60 萬<0.1%−269−30.2%減碼歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF316$1.60 萬<0.1%−500−61.3%減碼–
TWSTTwist Bioscience CorpCOM156$1.60 萬<0.1%−23−12.8%減碼歷史
GTESGates Industrial Corp Ltd.Stock574$1.61 萬<0.1%+574新進歷史
CAECae IncCOM642$1.61 萬<0.1%−354−35.5%減碼歷史
CIMChimera Investment CorpCOM SHS1,206$1.61 萬<0.1%+675+127.1%加碼歷史
JBTMJBT Marel CorpCOM111$1.61 萬<0.1%−33−22.9%減碼歷史
ALGTAllegiant Travel COCOM137$1.61 萬<0.1%+41+42.7%加碼歷史
iShares MSCI India ETF46429B598ETF327$1.62 萬<0.1%+302+1,208.0%加碼–
ZIPZiprecruiter, Inc.CL A4,307$1.62 萬<0.1%+2,221+106.5%加碼歷史
Innovator ETFs Trust45783Y533INNOVATOR INTER467$1.62 萬<0.1%00.0%不變–
LILALiberty Latin America Ltd.COM CL A2,064$1.62 萬<0.1%−373−15.3%減碼歷史
TRNOTerreno Realty CorpCOM250$1.62 萬<0.1%−188−42.9%減碼歷史
USACUSA Compression Partners, LPCOMUNIT LTDPAR614$1.62 萬<0.1%+311+102.6%加碼歷史
LYFTLyft, Inc.CL A COM1,111$1.62 萬<0.1%−4,133−78.8%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