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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
DKDelek US Holdings, Inc.COM414$2.10 萬<0.1%−693−62.6%減碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF505$2.10 萬<0.1%+2+0.4%加碼–
FULTFulton Financial CorpCOM871$2.11 萬<0.1%−489−36.0%減碼歷史
IMAXImax CorpCOM531$2.12 萬<0.1%−580−52.2%減碼歷史
SEMSelect Medical Holdings CorpCOM1,283$2.12 萬<0.1%+619+93.2%加碼歷史
NBTBNBT Bancorp IncCOM430$2.12 萬<0.1%−316−42.4%減碼歷史
iShares Tr464287291GLOBAL TECH ETF147$2.13 萬<0.1%+90+157.9%加碼–
RYZRyerson Holding CorpCOM866$2.13 萬<0.1%−617−41.6%減碼歷史
Amplify ETF Tr032108649AMPLIFY JUNIOR S824$2.13 萬<0.1%+824新進–
PDMPiedmont Realty Trust, Inc.COM CL A2,338$2.14 萬<0.1%−99−4.1%減碼歷史
URGNUroGen Pharma Ltd.COM584$2.15 萬<0.1%−12−2.0%減碼歷史
WisdomTree Tr97717Y329GLOBAL DEFENSE705$2.15 萬<0.1%00.0%不變–
ZGZillow Group, Inc.CL A686$2.15 萬<0.1%−298−30.3%減碼歷史
CODICompass Diversified HoldingsSH BEN INT2,022$2.16 萬<0.1%−1,491−42.4%減碼歷史
NXDRNextdoor Holdings, Inc.COM CL A9,502$2.16 萬<0.1%−118−1.2%減碼歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK529$2.16 萬<0.1%−1,243−70.1%減碼歷史
BDCBelden Inc.COM181$2.17 萬<0.1%−237−56.7%減碼歷史
iShares Tr46429B333GNMA BOND ETF491$2.17 萬<0.1%−305−38.3%減碼–
IRTIndependence Realty Trust, Inc.COM1,309$2.18 萬<0.1%+265+25.4%加碼歷史
OSBCOld Second Bancorp IncCOM937$2.19 萬<0.1%−625−40.0%減碼歷史
ICLRIcon PLCCOM126$2.19 萬<0.1%+48+61.5%加碼歷史
SMSM Energy CoCOM839$2.19 萬<0.1%−290−25.7%減碼歷史
GOLFAcushnet Holdings Corp.COM185$2.19 萬<0.1%−350−65.4%減碼歷史
Pacer FDS Tr69374H865EMRG MKT CASH828$2.19 萬<0.1%+3+0.4%加碼–
SPDR Index Shs FDS78463X848ST STR ACWI ETF540$2.20 萬<0.1%+178+49.2%加碼–
CSWCSW Industrials, Inc.COM79$2.20 萬<0.1%+13+19.7%加碼歷史
SONOSonos IncCOM1,626$2.20 萬<0.1%+498+44.1%加碼歷史
RRRRed Rock Resorts, Inc.CL A339$2.21 萬<0.1%−45−11.7%減碼歷史
TROXTronox Holdings plcSHS3,502$2.21 萬<0.1%+2,617+295.7%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF252$2.21 萬<0.1%−127−33.5%減碼–
UNTYUnity Bancorp IncCOM378$2.22 萬<0.1%+257+212.4%加碼歷史
LEVILevi Strauss & CoCL A COM STK895$2.22 萬<0.1%+202+29.1%加碼歷史
American Centy ETF Tr025072182AVANTIS MODERAT306$2.23 萬<0.1%+2+0.7%加碼–
CHWCalamos Global Dynamic Income FundCOM2,500$2.23 萬<0.1%00.0%不變歷史
iShares Inc464286608MSCI EURZONE ETF321$2.23 萬<0.1%00.0%不變–
WENWendy's CoStock2,693$2.23 萬<0.1%−695−20.5%減碼歷史
RIGTransocean Ltd.REGISTERED SHS4,569$2.23 萬<0.1%−1,967−30.1%減碼歷史
SHAKShake Shack Inc.CL A399$2.24 萬<0.1%+362+978.4%加碼歷史
Motley Fool Small-Cap Growth ETF74933W874ETF620$2.24 萬<0.1%00.0%不變–
LNNLindsay CorpCOM181$2.24 萬<0.1%+23+14.6%加碼歷史
MRTNMarten Transport LtdCOM1,292$2.24 萬<0.1%−278−17.7%減碼歷史
RDWRRadware LtdORD727$2.24 萬<0.1%+583+404.9%加碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM263$2.25 萬<0.1%−204−43.7%減碼–
CNXCNX Resources CorpCOM663$2.25 萬<0.1%−831−55.6%減碼歷史
LEGNLegend Biotech CorpSPONSORED ADS781$2.26 萬<0.1%+438+127.7%加碼歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$2.26 萬<0.1%00.0%不變–
LILAKLiberty Latin America Ltd.COM CL C2,911$2.27 萬<0.1%−225−7.2%減碼歷史
PRKPark National CorpCOM124$2.27 萬<0.1%−4−3.1%減碼歷史
NMRKNewmark Group, Inc.CL A1,506$2.28 萬<0.1%+32+2.2%加碼歷史
IESCIES Holdings, Inc.COM31$2.28 萬<0.1%−47−60.3%減碼歷史
PEBPebblebrook Hotel TrustCOM1,174$2.28 萬<0.1%−349−22.9%減碼歷史
FATEFate Therapeutics IncCOM8,441$2.28 萬<0.1%+2,871+51.5%加碼歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW12,007$2.28 萬<0.1%+6,392+113.8%加碼歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF241$2.28 萬<0.1%+75+45.2%加碼–
XHRXenia Hotels & Resorts, Inc.COM1,124$2.29 萬<0.1%+525+87.6%加碼歷史
LABStandard Biotools Inc.COM27,810$2.29 萬<0.1%+1,344+5.1%加碼歷史
NAVINavient CorpCOM2,693$2.29 萬<0.1%+1,180+78.0%加碼歷史
RXORXO, Inc.COMMON STOCK834$2.30 萬<0.1%+138+19.8%加碼歷史
LKFNLakeland Financial CorpCOM373$2.30 萬<0.1%+120+47.4%加碼歷史
SAHSonic Automotive IncCL A272$2.31 萬<0.1%+195+253.2%加碼歷史
NICENICE Ltd.SPONSORED ADR254$2.31 萬<0.1%−128−33.5%減碼歷史
CIBGrupo Cibest S.A.SPON ADS291$2.31 萬<0.1%−357−55.1%減碼歷史
STLAStellantis N.V.SHS4,028$2.31 萬<0.1%−1,812−31.0%減碼歷史
CNRCore Natural Resources, Inc.COM SHS289$2.31 萬<0.1%+101+53.7%加碼歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS363$2.32 萬<0.1%−149−29.1%減碼歷史
RALRalliant CorpStock315$2.32 萬<0.1%+113+55.9%加碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN223$2.32 萬<0.1%00.0%不變–
NRCNRC HealthCOM NEW1,077$2.32 萬<0.1%−1−0.1%減碼歷史
SIISprott Inc.COM NEW207$2.33 萬<0.1%−194−48.4%減碼歷史
LBLandBridge Co LLCCL A294$2.33 萬<0.1%−224−43.2%減碼歷史
INSPInspire Medical Systems, Inc.COM523$2.33 萬<0.1%−109−17.2%減碼歷史
YALAYalla Group LtdADS4,251$2.33 萬<0.1%−5,951−58.3%減碼歷史
STNEStoneCo Ltd.COM2,153$2.33 萬<0.1%−552−20.4%減碼歷史
PAYOPayoneer Global Inc.COM3,281$2.34 萬<0.1%+501+18.0%加碼歷史
ALITAlight, Inc. / DelawareCOM41,741$2.34 萬<0.1%+41,741新進歷史
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$2.34 萬<0.1%00.0%不變–
LILi Auto Inc.SPONSORED ADS1,997$2.34 萬<0.1%−881−30.6%減碼歷史
ETOReToro Group Ltd.SHS CL A595$2.35 萬<0.1%−331−35.7%減碼歷史
SAFTSafety Insurance Group IncCOM314$2.35 萬<0.1%−348−52.6%減碼歷史
SRPTSarepta Therapeutics, Inc.COM1,315$2.36 萬<0.1%−3,154−70.6%減碼歷史
VGNTVersigent PLCORDINARY SHARES563$2.37 萬<0.1%+563新進歷史
HPKHighPeak Energy, Inc.COM3,387$2.37 萬<0.1%−78−2.3%減碼歷史
FBKFB Financial CorpCOM428$2.37 萬<0.1%−478−52.8%減碼歷史
PSKYParamount Skydance CorpCOM CL B2,406$2.37 萬<0.1%+1,604+200.0%加碼歷史
OMABCentral North Airport GroupSPON ADR210$2.37 萬<0.1%−252−54.5%減碼歷史
CAKECheesecake Factory IncCOM299$2.38 萬<0.1%+27+9.9%加碼歷史
WisdomTree Tr97717W703INTL EQUITY FD325$2.38 萬<0.1%00.0%不變–
LZBLa-Z-Boy IncCOM594$2.38 萬<0.1%+411+224.6%加碼歷史
BFHBread Financial Holdings, Inc.COM220$2.38 萬<0.1%−284−56.3%減碼歷史
SBSISouthside Bancshares IncCOM678$2.39 萬<0.1%−380−35.9%減碼歷史
BCOBrinks CoCOM253$2.39 萬<0.1%−289−53.3%減碼歷史
HVTHaverty Furniture Companies IncCOM938$2.39 萬<0.1%+240+34.4%加碼歷史
SDRLSEADRILL LtdCOM636$2.41 萬<0.1%−403−38.8%減碼歷史
NIONIO Inc.ADR4,779$2.42 萬<0.1%−3,236−40.4%減碼歷史
WYNNWynn Resorts LtdCOM249$2.42 萬<0.1%−189−43.2%減碼歷史
QXOQXO, Inc.COM NEW1,400$2.42 萬<0.1%+1,269+968.7%加碼歷史
NUVBNuvation Bio Inc.COM CL A4,264$2.42 萬<0.1%−37−0.9%減碼歷史
THFFFirst Financial CorpStock313$2.42 萬<0.1%−243−43.7%減碼歷史
PRCTPROCEPT BioRobotics CorpCOM1,078$2.43 萬<0.1%+351+48.3%加碼歷史
TDAYUSA TODAY Co., Inc.COM2,847$2.43 萬<0.1%+40+1.4%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