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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
VNDAVanda Pharmaceuticals Inc.COM3,029$1.85 萬<0.1%+1,469+94.2%加碼歷史
GAINGladstone Investment CorporationdeCEF1,200$1.86 萬<0.1%00.0%不變歷史
MIDDMIDDLEBY CorpCOM108$1.86 萬<0.1%−258−70.5%減碼歷史
iShares Tr46434V860TRS FLT RT BD367$1.86 萬<0.1%+320+680.9%加碼–
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS99$1.86 萬<0.1%+99新進–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE97$1.86 萬<0.1%00.0%不變–
GLOBGlobant S.A.COM643$1.86 萬<0.1%−631−49.5%減碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW1,038$1.86 萬<0.1%+266+34.5%加碼歷史
ADAMAdamas Trust, Inc.COM1,992$1.87 萬<0.1%−9−0.4%減碼歷史
CHCOCity Holding CoCOM141$1.87 萬<0.1%−244−63.4%減碼歷史
ASRSoutheast Airport GroupSPON ADR SER B61$1.87 萬<0.1%−92−60.1%減碼歷史
BROSDutch Bros Inc.CL A261$1.87 萬<0.1%−174−40.0%減碼歷史
Listed FD Tr53656F383SPEAR ALPHA ETF324$1.88 萬<0.1%−554−63.1%減碼–
WMKWeis Markets IncCOM241$1.89 萬<0.1%−49−16.9%減碼歷史
Goldman Sachs ETF Tr381430206ACTIVEBETA EME363$1.89 萬<0.1%00.0%不變–
LIFLife360, Inc.COM341$1.89 萬<0.1%+181+113.1%加碼歷史
ACDCProFrac Holding Corp.CLASS A COM3,255$1.89 萬<0.1%+1,266+63.7%加碼歷史
NHINational Health Investors IncCOM248$1.89 萬<0.1%−378−60.4%減碼歷史
GOLDGold.com, Inc.COM455$1.89 萬<0.1%+210+85.7%加碼歷史
RCKTRocket Pharmaceuticals, Inc.COM5,539$1.89 萬<0.1%+147+2.7%加碼歷史
Harbor ETF Trust41151J505COMM ALL WEA ETF646$1.89 萬<0.1%+646新進–
FBIZFirst Business Financial Services, Inc.COM300$1.90 萬<0.1%−922−75.5%減碼歷史
FCFranklin Covey CoCOM773$1.90 萬<0.1%+566+273.4%加碼歷史
iShares Future AI & Tech ETF46435U556ETF249$1.90 萬<0.1%+200+408.2%加碼–
BELFBBel Fuse IncCL B57$1.90 萬<0.1%+19+50.0%加碼歷史
PFBCPreferred BankCOM NEW179$1.90 萬<0.1%−154−46.2%減碼歷史
BTGB2GOLD CorpCOM5,089$1.90 萬<0.1%−1,293−20.3%減碼歷史
SIGSignet Jewelers LtdSHS221$1.91 萬<0.1%−203−47.9%減碼歷史
Fidelity Covington Trust316092824LOW VOLITY ETF279$1.91 萬<0.1%−50−15.2%減碼–
RMTRoyce Micro-Cap Trust, Inc.COM1,302$1.91 萬<0.1%00.0%不變歷史
WLDNWilldan Group, Inc.COM241$1.91 萬<0.1%+36+17.6%加碼歷史
SNDXSyndax Pharmaceuticals IncCOM873$1.91 萬<0.1%−142−14.0%減碼歷史
ESABESAB CorpCOM194$1.91 萬<0.1%−671−77.6%減碼歷史
INVAInnoviva, Inc.COM843$1.91 萬<0.1%−103−10.9%減碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,953$1.92 萬<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM25,576$1.92 萬<0.1%−357−1.4%減碼歷史
MNROMonro, Inc.COM1,124$1.92 萬<0.1%+355+46.2%加碼歷史
ROGRogers CorpCOM118$1.93 萬<0.1%+4+3.5%加碼歷史
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM700$1.94 萬<0.1%00.0%不變歷史
SEZLSezzle Inc.COM113$1.94 萬<0.1%−103−47.7%減碼歷史
RDWRedwire CorpStock1,593$1.95 萬<0.1%+1,076+208.1%加碼歷史
MLRMiller Industries IncCOM NEW381$1.95 萬<0.1%−51−11.8%減碼歷史
Pacer FDS Tr69374H311NASD IN PATE ETF525$1.95 萬<0.1%00.0%不變–
GBUGBarclays Bank PLCACTIVE GOLD & SI500$1.95 萬<0.1%+500新進歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,211$1.96 萬<0.1%−987−44.9%減碼歷史
RUNSunrun Inc.COM1,464$1.96 萬<0.1%−1,296−47.0%減碼歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF147$1.96 萬<0.1%00.0%不變–
PENGPenguin Solutions, Inc.Stock258$1.96 萬<0.1%−295−53.3%減碼歷史
SERVServe Robotics Inc.COM3,003$1.98 萬<0.1%−2,271−43.1%減碼歷史
FOXAFox CorpCL A COM379$1.98 萬<0.1%−1,072−73.9%減碼歷史
DGICADonegal Group IncCL A1,049$1.98 萬<0.1%+281+36.6%加碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR3,427$1.98 萬<0.1%−10,678−75.7%減碼依 5 比 1 拆股換算歷史
GRBKGreen Brick Partners, Inc.COM248$1.98 萬<0.1%−123−33.2%減碼歷史
AGIOAgios Pharmaceuticals, Inc.COM535$1.99 萬<0.1%+489+1,063.0%加碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF847$1.99 萬<0.1%−29−3.3%減碼–
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,172$1.99 萬<0.1%−814−41.0%減碼歷史
IOTSamsara Inc.Stock614$1.99 萬<0.1%−125−16.9%減碼歷史
FFBCFirst Financial BancorpCOM589$1.99 萬<0.1%−612−51.0%減碼歷史
HDSNHudson Technologies IncCOM3,472$1.99 萬<0.1%+2,918+526.7%加碼歷史
QCRHQCR Holdings IncCOM205$2.00 萬<0.1%−97−32.1%減碼歷史
OSCROscar Health, Inc.CL A702$2.00 萬<0.1%+571+435.9%加碼歷史
FCPTFour Corners Property Trust, Inc.COM816$2.00 萬<0.1%−1,365−62.6%減碼歷史
TTDTrade Desk, Inc.Stock1,109$2.00 萬<0.1%−922−45.4%減碼歷史
GFFGriffon CorpCOM206$2.01 萬<0.1%−191−48.1%減碼歷史
RDYDr Reddys Laboratories LtdADR1,390$2.01 萬<0.1%−4,265−75.4%減碼歷史
OECOrion S.A.COM3,039$2.01 萬<0.1%+787+34.9%加碼歷史
NICNicolet Bankshares IncCOM122$2.02 萬<0.1%−508−80.6%減碼歷史
NEWTNewtekOne, Inc.COM NEW1,365$2.02 萬<0.1%+308+29.1%加碼歷史
SMBKSmartfinancial Inc.COM NEW431$2.02 萬<0.1%−329−43.3%減碼歷史
WTIW&T Offshore IncCOM6,423$2.02 萬<0.1%−19,365−75.1%減碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR812$2.03 萬<0.1%−453−35.8%減碼歷史
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL250$2.03 萬<0.1%00.0%不變–
ALRMAlarm.com Holdings, Inc.COM435$2.03 萬<0.1%+230+112.2%加碼歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$2.03 萬<0.1%00.0%不變–
STRAStrategic Education, Inc.COM266$2.04 萬<0.1%−200−42.9%減碼歷史
DKSDick's Sporting Goods, Inc.Stock90$2.04 萬<0.1%−36−28.6%減碼歷史
CTRNCiti Trends IncCOM353$2.04 萬<0.1%+108+44.1%加碼歷史
KRNYKearny Financial Corp.COM2,163$2.05 萬<0.1%−1,310−37.7%減碼歷史
APPNAppian CorpCL A894$2.05 萬<0.1%+394+78.8%加碼歷史
LRNStride, Inc.COM238$2.05 萬<0.1%−194−44.9%減碼歷史
INTAIntapp, Inc.COM815$2.05 萬<0.1%+259+46.6%加碼歷史
MBWMMercantile Bank CorpCOM358$2.06 萬<0.1%−47−11.6%減碼歷史
ITGRInteger Holdings CorpCOM220$2.06 萬<0.1%−140−38.9%減碼歷史
CXWCoreCivic, Inc.COM677$2.06 萬<0.1%+415+158.4%加碼歷史
MGRCMcGrath RentcorpCOM170$2.06 萬<0.1%+34+25.0%加碼歷史
RAMPLiveRamp Holdings, Inc.COM548$2.06 萬<0.1%−404−42.4%減碼歷史
WSBFWaterstone Financial, Inc.COM999$2.07 萬<0.1%−896−47.3%減碼歷史
AXTIAxt IncCOM288$2.08 萬<0.1%+187+185.1%加碼歷史
MTXMinerals Technologies IncCOM281$2.08 萬<0.1%−250−47.1%減碼歷史
WNCWabash National CorpCOM1,541$2.08 萬<0.1%+393+34.2%加碼歷史
ABSIAbsci CorpCOM1,796$2.08 萬<0.1%+347+23.9%加碼歷史
EBCEastern Bankshares, Inc.COM938$2.09 萬<0.1%−1,228−56.7%減碼歷史
OSPNOneSpan Inc.COM1,454$2.09 萬<0.1%+788+118.3%加碼歷史
JBGSJBG Smith PropertiesCOM1,427$2.09 萬<0.1%−1,654−53.7%減碼歷史
NEOGNeogen CorpCOM2,330$2.09 萬<0.1%−811−25.8%減碼歷史
PLTKPlaytika Holding Corp.COM5,636$2.10 萬<0.1%−2,328−29.2%減碼歷史
iShares Tr464288356CALIF MUN BD ETF364$2.10 萬<0.1%+2+0.6%加碼–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF529$2.10 萬<0.1%−15−2.8%減碼–
TNCTennant CoCOM240$2.10 萬<0.1%+88+57.9%加碼歷史
iShares Tr464287515EXPANDED TECH232$2.10 萬<0.1%+232新進–

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