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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
UGPUltrapar Holdings IncSP ADR REP COM3,240$1.63 萬<0.1%−3,143−49.2%減碼歷史
EPAMEPAM Systems, Inc.COM205$1.63 萬<0.1%−364−64.0%減碼歷史
BFCBank First CorpCOM110$1.63 萬<0.1%+110新進歷史
CERSCerus CorpCOM5,596$1.63 萬<0.1%−192−3.3%減碼歷史
ARVNArvinas, Inc.COM1,981$1.65 萬<0.1%+233+13.3%加碼歷史
CXCemex SAB de CVSPON ADR NEW1,372$1.65 萬<0.1%−708−34.0%減碼歷史
SATLSatellogic Inc.COM CL A2,881$1.65 萬<0.1%+220+8.3%加碼歷史
JMIAJumia Technologies AGSPONSORED ADS2,338$1.65 萬<0.1%−5,050−68.4%減碼歷史
IBOCInternational Bancshares CorpCOM218$1.66 萬<0.1%−837−79.3%減碼歷史
BKDBrookdale Senior Living Inc.COM1,030$1.66 萬<0.1%+398+63.0%加碼歷史
FVRRFiverr International Ltd.ORD SHS1,607$1.66 萬<0.1%+1,525+1,859.8%加碼歷史
ICUIIcu Medical IncCOM114$1.67 萬<0.1%−69−37.7%減碼歷史
TMHCTaylor Morrison Home CorpCOM233$1.67 萬<0.1%−1,473−86.3%減碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A346$1.67 萬<0.1%+97+39.0%加碼歷史
NMZNuveen Municipal High Income Opportunity FundCOM1,587$1.68 萬<0.1%+1,587新進歷史
DGIIDigi International IncCOM224$1.68 萬<0.1%+103+85.1%加碼歷史
ALXAlexanders IncCOM61$1.68 萬<0.1%+17+38.6%加碼歷史
JBSSSanfilippo John B & Son IncCOM196$1.69 萬<0.1%−33−14.4%減碼歷史
HODLVanEck Bitcoin ETFSH BEN INT1,016$1.69 萬<0.1%+103+11.3%加碼歷史
ASCArdmore Shipping CorpCOM1,205$1.69 萬<0.1%−6,153−83.6%減碼歷史
MGYMagnolia Oil & Gas CorpCL A660$1.69 萬<0.1%−826−55.6%減碼歷史
BHEBenchmark Electronics IncCOM172$1.70 萬<0.1%+142+473.3%加碼歷史
IOVAIovance Biotherapeutics, Inc.COM4,084$1.70 萬<0.1%+2,026+98.4%加碼歷史
MTNVail Resorts IncCOM125$1.70 萬<0.1%−4−3.1%減碼歷史
MLABMesa Laboratories IncCOM171$1.70 萬<0.1%+54+46.2%加碼歷史
GSHDGoosehead Insurance, Inc.COM CL A351$1.70 萬<0.1%−179−33.8%減碼歷史
SLABSilicon Laboratories Inc.Stock78$1.70 萬<0.1%−147−65.3%減碼歷史
TNDMTandem Diabetes Care IncCOM NEW1,130$1.71 萬<0.1%−192−14.5%減碼歷史
ENTAEnanta Pharmaceuticals IncCOM1,170$1.71 萬<0.1%−124−9.6%減碼歷史
ARK ETF Tr00214Q807SPACE & DEFENSE500$1.71 萬<0.1%+497+16,566.7%加碼–
BATRAAtlanta Braves Holdings, Inc.COM SER A303$1.71 萬<0.1%−227−42.8%減碼歷史
ProShares Tr74347G176ULTRASHORT ENERG800$1.71 萬<0.1%+800新進–
AIBAIB Data Centers Inc.COM8,060$1.71 萬<0.1%−161−2.0%減碼歷史
CXMSprinklr, Inc.CL A3,314$1.71 萬<0.1%+1,083+48.5%加碼歷史
VACMarriott Vacations Worldwide CorpCOM168$1.71 萬<0.1%−183−52.1%減碼歷史
QDELQuidelOrtho CorpCOM979$1.71 萬<0.1%+868+782.0%加碼歷史
CIGIColliers International Group Inc.SUB VTG SHS183$1.72 萬<0.1%−130−41.5%減碼歷史
CHEFChefs' Warehouse, Inc.COM179$1.72 萬<0.1%+32+21.8%加碼歷史
NVCRNovoCure LtdORD SHS1,138$1.72 萬<0.1%+556+95.5%加碼歷史
SXTSensient Technologies CorpCOM140$1.73 萬<0.1%−215−60.6%減碼歷史
GTGoodyear Tire & Rubber CoCOM2,617$1.73 萬<0.1%−3,431−56.7%減碼歷史
AMNAmn Healthcare Services IncCOM535$1.73 萬<0.1%+243+83.2%加碼歷史
SMTCSemtech CorpStock107$1.73 萬<0.1%−8−7.0%減碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF225$1.73 萬<0.1%+225新進–
iShares Tr464287192US TRSPRTION200$1.74 萬<0.1%00.0%不變–
BANRBanner CorpCOM NEW262$1.74 萬<0.1%−341−56.6%減碼歷史
SMRNuscale Power CorpCL A COM1,736$1.74 萬<0.1%−932−34.9%減碼歷史
GGBGerdau S.A.SPON ADR REP PFD4,310$1.74 萬<0.1%−8,933−67.5%減碼歷史
HGTYHagerty, Inc.CL A COM1,464$1.75 萬<0.1%−1,608−52.3%減碼歷史
RLJRLJ Lodging TrustCOM1,473$1.75 萬<0.1%−2,019−57.8%減碼歷史
ATECAlphatec Holdings, Inc.COM NEW2,025$1.75 萬<0.1%+486+31.6%加碼歷史
ENLTEnlight Renewable Energy Ltd.SHS197$1.75 萬<0.1%−121−38.1%減碼歷史
VVVValvoline IncCOM444$1.76 萬<0.1%−162−26.7%減碼歷史
MOVMovado Group IncCOM447$1.76 萬<0.1%+311+228.7%加碼歷史
ASSTStrive, Inc.CL A COM1,614$1.76 萬<0.1%+1,598+9,987.5%加碼歷史
CWKCushman & Wakefield Ltd.COMMON SHARES1,317$1.76 萬<0.1%−908−40.8%減碼歷史
GEOGeo Group IncCOM597$1.76 萬<0.1%+294+97.0%加碼歷史
ProShares Tr74350P410ULTRA XRP ETF1,777$1.76 萬<0.1%+1,777新進–
TFIITFI International Inc.COM123$1.77 萬<0.1%−71−36.6%減碼歷史
ROCKGibraltar Industries, Inc.COM392$1.77 萬<0.1%+214+120.2%加碼歷史
SOHUSohu.com LtdSPONSORED ADS1,459$1.77 萬<0.1%−1,375−48.5%減碼歷史
CENTCentral Garden & Pet CoCOM399$1.77 萬<0.1%+327+454.2%加碼歷史
FAFirst Advantage CorpCOM981$1.77 萬<0.1%+703+252.9%加碼歷史
AMCXAMC Global Media Inc.CL A1,778$1.77 萬<0.1%+1,249+236.1%加碼歷史
OMDAOmada Health, Inc.COM809$1.78 萬<0.1%−172−17.5%減碼歷史
SKYWSkywest IncCOM179$1.78 萬<0.1%−167−48.3%減碼歷史
FBPFirst BancorpCOM NEW682$1.78 萬<0.1%−441−39.3%減碼歷史
MVSTMicrovast Holdings, Inc.COM15,222$1.78 萬<0.1%+926+6.5%加碼歷史
BTUPeabody Energy CorpCOM772$1.78 萬<0.1%−215−21.8%減碼歷史
GRALGRAIL, Inc.COM262$1.79 萬<0.1%−159−37.8%減碼歷史
PVHPVH Corp.COM241$1.79 萬<0.1%+55+29.6%加碼歷史
UTLUnitil CorpCOM340$1.79 萬<0.1%−102−23.1%減碼歷史
ETF Ser Solutions26922A503VIDENTCORE EQ FD248$1.79 萬<0.1%−17−6.4%減碼–
LPXLouisiana-Pacific CorpCOM228$1.79 萬<0.1%−464−67.1%減碼歷史
BSTBlackRock Science & Technology TrustSHS355$1.80 萬<0.1%−355−50.0%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM842$1.81 萬<0.1%−134−13.7%減碼歷史
PLPCPreformed Line Products CoCOM44$1.81 萬<0.1%+25+131.6%加碼歷史
CWSTCasella Waste Systems IncCL A187$1.81 萬<0.1%−249−57.1%減碼歷史
AAONAaon, Inc.COM PAR $0.004143$1.81 萬<0.1%−406−74.0%減碼歷史
BURBurford Capital LtdORD SHS4,430$1.82 萬<0.1%+3,179+254.1%加碼歷史
iShares Tr46435U796SYSTEMATIC BD ET205$1.82 萬<0.1%+89+76.7%加碼–
Innovator ETFs Trust45784N643EQUITY DEFND 1YR664$1.82 萬<0.1%+664新進–
CNOBConnectOne Bancorp, Inc.COM544$1.82 萬<0.1%−52−8.7%減碼歷史
VECOVeeco Instruments IncCOM240$1.82 萬<0.1%+88+57.9%加碼歷史
JDJD.com, Inc.SPON ADS CL A714$1.82 萬<0.1%−999−58.3%減碼歷史
BZHBeazer Homes USA IncCOM NEW649$1.82 萬<0.1%+488+303.1%加碼歷史
GDRXGoodRx Holdings, Inc.COM CL A6,325$1.82 萬<0.1%+2,932+86.4%加碼歷史
AUPHAurinia Pharmaceuticals Inc.COM1,080$1.83 萬<0.1%−556−34.0%減碼歷史
GNLGlobal Net Lease, Inc.COM NEW2,050$1.83 萬<0.1%−990−32.6%減碼歷史
WORWorthington Enterprises, Inc.COM341$1.83 萬<0.1%−186−35.3%減碼歷史
QFINQfin Holdings, Inc.AMERICAN DEP1,163$1.84 萬<0.1%−388−25.0%減碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A694$1.84 萬<0.1%−584−45.7%減碼歷史
HNIHni CorpStock457$1.85 萬<0.1%+51+12.6%加碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS2,275$1.85 萬<0.1%−2,057−47.5%減碼歷史
EPCEdgewell Personal Care CoCOM688$1.85 萬<0.1%−591−46.2%減碼歷史
LXPLXP Industrial TrustCOM343$1.85 萬<0.1%−531−60.8%減碼歷史
NATHNathans Famous, Inc.COM182$1.85 萬<0.1%+172+1,720.0%加碼歷史
DNOWDNOW Inc.COM1,426$1.85 萬<0.1%−2,308−61.8%減碼歷史
APPSDigital Turbine, Inc.COM NEW1,437$1.85 萬<0.1%−100−6.5%減碼歷史
Tidal Trust I886364645SONICSHARES GBL489$1.85 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