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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
AKAA.K.A. Brands Holding Corp.COM11$118<0.1%−1−8.3%減碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2$119<0.1%00.0%不變–
VUZIVuzix CorpCOM NEW41$119<0.1%−74−64.3%減碼歷史
SIEBSiebert Financial CorpCOM73$121<0.1%+45+160.7%加碼歷史
AGROAdecoagro S.A.COM13$124<0.1%+13新進歷史
APIAgora, Inc.ADS31$124<0.1%−229−88.1%減碼歷史
TVGNTevogen Inc.COM NEW22$124<0.1%+22新進歷史
BLNKBlink Charging Co.COM200$128<0.1%00.0%不變歷史
WisdomTree Tr97717X511YIELD ENHANCD US3$130<0.1%00.0%不變–
GYREGyre Therapeutics, Inc.COM20$133<0.1%+17+566.7%加碼歷史
RELLRichardson Electronics, Ltd.COM7$133<0.1%−2−22.2%減碼歷史
Ea Series Trust02072Q887EFFICIENT MARKET4$133<0.1%00.0%不變–
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR8$134<0.1%−2−20.0%減碼歷史
WisdomTree Tr97717X172US HGH YLD CORP3$137<0.1%00.0%不變–
SLDPSolid Power, Inc.CLASS A COM55$143<0.1%−911−94.3%減碼歷史
DAVAEndava plcADS51$144<0.1%−316−86.1%減碼歷史
RWAYRunway Growth Finance Corp.COM26$146<0.1%+26新進歷史
EEXEmerald Holding, Inc.COM30$151<0.1%−35−53.8%減碼歷史
ELVNEnliven Therapeutics, Inc.COM3$153<0.1%−1−25.0%減碼歷史
TMQTrilogy Metals Inc.COM44$154<0.1%+44新進歷史
FLYXFlyexclusive Inc.COM CL A77$154<0.1%−18−18.9%減碼歷史
Managed Portfolio Ser56167N183KENS HE PREM ETF6$155<0.1%−54−90.0%減碼–
SBCSBC Medical Group Holdings IncCOM51$156<0.1%+44+628.6%加碼歷史
SPDR Series Trust78468R549SP O&G EQP SERV1$158<0.1%00.0%不變–
CLFDClearfield, Inc.COM4$160<0.1%+1+33.3%加碼歷史
OMEROmeros CorpCOM17$162<0.1%−113−86.9%減碼歷史
CPSSConsumer Portfolio Services, Inc.COM17$163<0.1%+11+183.3%加碼歷史
IPIIntrepid Potash, Inc.COM5$164<0.1%−100−95.2%減碼歷史
FUNDSprott Focus Trust Inc.COM17$165<0.1%00.0%不變歷史
PRZOParaZero Technologies Ltd.SHS341$166<0.1%00.0%不變歷史
PDYNPalladyne AI Corp.COM NEW29$176<0.1%−234−89.0%減碼歷史
PDEXPro Dex IncCOM NEW3$176<0.1%+2+200.0%加碼歷史
EVIEvi Industries, Inc.COM12$178<0.1%−3−20.0%減碼歷史
RLGTRadiant Logistics, IncCOM19$179<0.1%+13+216.7%加碼歷史
SLNDSouthland Holdings, Inc.COM274$182<0.1%+197+255.8%加碼歷史
SGCSuperior Group of Companies, Inc.COM14$183<0.1%+2+16.7%加碼歷史
Solana ETF92864M822ETP25$185<0.1%00.0%不變–
FTKFlotek Industries IncCOM NEW8$188<0.1%−180−95.7%減碼歷史
KGKestrel Group LtdCOM21$189<0.1%+14+200.0%加碼歷史
CBFVCB Financial Services, Inc.COM5$190<0.1%00.0%不變歷史
Neos ETF Trust78433H675NASDAQ 100 HIGH3$192<0.1%00.0%不變–
OLPXOlaplex Holdings, Inc.COM95$195<0.1%−1,844−95.1%減碼歷史
VALUValue Line IncCOM5$202<0.1%00.0%不變歷史
OTLYOatly Group ABSPONSORED ADS22$206<0.1%00.0%不變歷史
MCFTMasterCraft Boat Holdings, Inc.COM8$207<0.1%−738−98.9%減碼歷史
MDVModiv Industrial, Inc.COM STK CL C12$209<0.1%−23−65.7%減碼歷史
EVTLVertical Aerospace Ltd.SHS NEW120$209<0.1%00.0%不變歷史
VIRCVirco Mfg CorporationCOM34$209<0.1%+19+126.7%加碼歷史
HQIHireQuest, Inc.COM17$214<0.1%+5+41.7%加碼歷史
LARKLandmark Bancorp IncCOM7$216<0.1%+4+133.3%加碼歷史
CZFSCitizens Financial Services IncCOM3$217<0.1%−144−98.0%減碼歷史
UNBUnion Bankshares IncCOM9$219<0.1%+5+125.0%加碼歷史
AUDCAudiocodes LtdORD23$223<0.1%−23−50.0%減碼歷史
FLDFold Holdings, Inc.COM CL A497$225<0.1%+286+135.5%加碼歷史
MFINMedallion Financial CorpCOM22$225<0.1%+19+633.3%加碼歷史
CBKCommercial Bancgroup, Inc.COM7$226<0.1%+6+600.0%加碼歷史
ELAEnvela CorpCOM8$232<0.1%00.0%不變歷史
FINWFinwise BancorpCOM16$234<0.1%+14+700.0%加碼歷史
CCRNCross Country Healthcare IncCOM18$237<0.1%−61−77.2%減碼歷史
XRPZFranklin XRP TrustFRANKLIN XRP ETF21$238<0.1%00.0%不變歷史
TECXTectonic Therapeutic, Inc.COM7$240<0.1%−12−63.2%減碼歷史
CAPRCapricor Therapeutics, Inc.COM NEW10$241<0.1%−249−96.1%減碼歷史
EVCMEverCommerce Inc.COM24$241<0.1%−199−89.2%減碼歷史
NCMINational CineMedia, Inc.COM NEW64$243<0.1%+52+433.3%加碼歷史
CSPICSP IncCOM31$247<0.1%+11+55.0%加碼歷史
DDLDingdong (Cayman) LtdADS129$249<0.1%+129新進歷史
WRDWeRide Inc.ADR43$250<0.1%+43新進歷史
CBNAChain Bridge Bancorp IncCL A6$252<0.1%00.0%不變歷史
WWRWestwater Resources, Inc.COM NEW500$253<0.1%00.0%不變歷史
SPRYARS Pharmaceuticals, Inc.COM32$256<0.1%−4−11.1%減碼歷史
LAKELakeland Industries IncCOM24$257<0.1%+3+14.3%加碼歷史
CADLCandel Therapeutics, Inc.COM25$258<0.1%+25新進歷史
OVBCOhio Valley Banc CorpCOM6$260<0.1%+6新進歷史
Capital Group Global Equity14020R107SHS7$264<0.1%00.0%不變–
FUNCFirst United CorpCOM6$264<0.1%+1+20.0%加碼歷史
IMXIInternational Money Express, Inc.COM19$274<0.1%−262−93.2%減碼歷史
SMHISEACOR Marine Holdings Inc.COM36$276<0.1%−3−7.7%減碼歷史
ASTHAstrana Health, Inc.COM NEW6$279<0.1%−297−98.0%減碼歷史
HFFGHF Foods Group Inc.COM197$279<0.1%+193+4,825.0%加碼歷史
REREATRenew Inc.SPONSORED ADS73$283<0.1%−973−93.0%減碼歷史
ATAIAtaiBeckley Inc.COM SHS54$285<0.1%+54新進歷史
OPBKOP BancorpCOM19$285<0.1%+11+137.5%加碼歷史
MPLTMapLight Therapeutics, Inc.COM8$287<0.1%+2+33.3%加碼歷史
WHGWestwood Holdings Group IncCOM15$287<0.1%+12+400.0%加碼歷史
SVRASavara IncCOM47$289<0.1%+35+291.7%加碼歷史
CTMXCytomX Therapeutics, Inc.COM77$289<0.1%+77新進歷史
BWMNBowman Consulting Group Ltd.COM10$292<0.1%00.0%不變歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF14$293<0.1%−497−97.3%減碼–
PAMTPamt CorpCOM21$294<0.1%−41−66.1%減碼歷史
ProShares Tr74349Y753SHOR S&P 500 NEW9$297<0.1%−5,392−99.8%減碼–
CLPRClipper Realty Inc.COM109$297<0.1%−72−39.8%減碼歷史
UTIUniversal Technical Institute IncCOM7$300<0.1%−275−97.5%減碼歷史
AISPAirship AI Holdings, Inc.COM126$301<0.1%−78−38.2%減碼歷史
MKC.VMcCormick & Co IncCOM VTG6$303<0.1%+6新進歷史
INSGInseego Corp.COM NEW30$310<0.1%+30新進歷史
RCMTRCM Technologies, Inc.COM NEW11$310<0.1%+10+1,000.0%加碼歷史
CRMDCorMedix Inc.COM40$314<0.1%+12+42.9%加碼歷史
MMTAberdeen Multi-Market Income FundSH BEN INT72$317<0.1%+72新進歷史
TALKTalkspace, Inc.COM62$323<0.1%−68−52.3%減碼歷史
TCBXThird Coast Bancshares, Inc.COM8$323<0.1%+3+60.0%加碼歷史

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