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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
WEAVWeave Communications, Inc.Stock4,067$2.44 萬<0.1%+944+30.2%加碼歷史
SGSweetgreen, Inc.COM CL A2,766$2.44 萬<0.1%+256+10.2%加碼歷史
WBWEIBO CorpSPONSORED ADR3,364$2.44 萬<0.1%−512−13.2%減碼歷史
GEFGreif, IncCL A328$2.44 萬<0.1%+6+1.9%加碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG631$2.45 萬<0.1%−100−13.7%減碼歷史
DIODDiodes IncCOM224$2.45 萬<0.1%−74−24.8%減碼歷史
FROGJFrog LtdStock270$2.45 萬<0.1%−145−34.9%減碼歷史
ZGNErmenegildo Zegna N.V.ORD SHS1,888$2.46 萬<0.1%−900−32.3%減碼歷史
LPLLG Display Co., Ltd.SPONS ADR REP6,321$2.46 萬<0.1%−11,478−64.5%減碼歷史
ARLPAlliance Resource Partners LPStock1,026$2.46 萬<0.1%+24+2.4%加碼歷史
ASANAsana, Inc.CL A3,515$2.46 萬<0.1%+85+2.5%加碼歷史
iShares Tr464288521CRE U S REIT ETF370$2.46 萬<0.1%+15+4.2%加碼–
GNWGenworth Financial IncCOM SHS2,601$2.46 萬<0.1%−6,421−71.2%減碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF336$2.46 萬<0.1%−336−50.0%減碼–
HASIHA Sustainable Infrastructure Capital, Inc.COM633$2.47 萬<0.1%−291−31.5%減碼歷史
KBHKB HomeCOM395$2.47 萬<0.1%−369−48.3%減碼歷史
SMPLSimply Good Foods CoCOM1,870$2.48 萬<0.1%−1,125−37.6%減碼歷史
GMEDGlobus Medical IncStock315$2.49 萬<0.1%−884−73.7%減碼歷史
STBAS&T Bancorp IncCOM509$2.50 萬<0.1%−592−53.8%減碼歷史
DANDANA IncCOM921$2.51 萬<0.1%−1,326−59.0%減碼歷史
SYNASYNAPTICS IncStock202$2.51 萬<0.1%−72−26.3%減碼歷史
PTENPatterson Uti Energy IncCOM2,738$2.51 萬<0.1%+452+19.8%加碼歷史
Sprott ETF Trust85210B102GOLD MINERS ETF400$2.51 萬<0.1%+400新進–
DBX ETF Tr233051432XTRACK USD HIGH692$2.53 萬<0.1%−979−58.6%減碼–
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL823$2.53 萬<0.1%+1+0.1%加碼–
TMDXTransMedics Group, Inc.COM381$2.53 萬<0.1%−230−37.6%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS748$2.53 萬<0.1%−910−54.9%減碼歷史
AMTMAmentum Holdings, Inc.COM1,226$2.53 萬<0.1%−306−20.0%減碼歷史
MNKDMannkind CorpCOM NEW5,955$2.54 萬<0.1%+4,708+377.5%加碼歷史
iShares Tr464289842MSCI PERU GL ETF305$2.54 萬<0.1%+305新進–
EGBNEagle Bancorp IncCOM899$2.55 萬<0.1%+596+196.7%加碼歷史
AMPLAmplitude, Inc.Stock3,340$2.56 萬<0.1%+1,892+130.7%加碼歷史
XPROExpro LtdStock1,731$2.56 萬<0.1%−205−10.6%減碼歷史
BCRXBiocryst Pharmaceuticals IncCOM2,558$2.56 萬<0.1%+1,552+154.3%加碼歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF978$2.56 萬<0.1%−179−15.5%減碼–
CZRCaesars Entertainment, Inc.COM849$2.56 萬<0.1%−1,033−54.9%減碼歷史
Themes ETF Tr88340W517LEVERAGE SHS 2X2,500$2.56 萬<0.1%+2,500新進–
Aim ETF Products Trust00888H794ALLIANZIM US EQT719$2.56 萬<0.1%−109−13.2%減碼–
VSTSVestis CorpCOM SHS1,774$2.58 萬<0.1%+460+35.0%加碼歷史
RNGRRanger Energy Services, Inc.COM CL A1,610$2.58 萬<0.1%+615+61.8%加碼歷史
TECHBIO-TECHNE CorpCOM365$2.58 萬<0.1%−175−32.4%減碼歷史
KELYAKelly Services IncCL A2,109$2.59 萬<0.1%+1,192+130.0%加碼歷史
XPXP Inc.CL A1,599$2.60 萬<0.1%−872−35.3%減碼歷史
CYRXCryoport, Inc.COM PAR $0.0011,658$2.60 萬<0.1%−167−9.2%減碼歷史
Dimensional ETF Trust25434V633CALIF MUN BD ETF519$2.61 萬<0.1%+3+0.6%加碼–
BRBRBellring Brands, Inc.Stock2,015$2.61 萬<0.1%−2,473−55.1%減碼歷史
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD261$2.62 萬<0.1%+2+0.8%加碼–
ABMAbm Industries IncCOM593$2.62 萬<0.1%+155+35.4%加碼歷史
PRMBPrimo Brands CorpCLASS A COM SHS1,075$2.63 萬<0.1%−887−45.2%減碼歷史
Thrivent ETF Trust88588G109SMAL MID CAP ETF502$2.63 萬<0.1%+500+25,000.0%加碼–
HCIHCI Group, Inc.COM150$2.63 萬<0.1%−211−58.4%減碼歷史
BKUBankUnited, Inc.COM544$2.64 萬<0.1%−630−53.7%減碼歷史
NBRNabors Industries LtdSHS314$2.64 萬<0.1%−308−49.5%減碼歷史
NMAXNewsmax Inc.Stock3,189$2.64 萬<0.1%+579+22.2%加碼歷史
CPERUnited States Commodity Index Funds TrustCM REP COPP FD700$2.64 萬<0.1%−2−0.3%減碼歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH268$2.64 萬<0.1%00.0%不變–
YORWYork Water CoCOM866$2.65 萬<0.1%+72+9.1%加碼歷史
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY549$2.65 萬<0.1%00.0%不變–
DCODucommun IncCOM144$2.67 萬<0.1%+122+554.5%加碼歷史
CARTMaplebear Inc.COM565$2.68 萬<0.1%−249−30.6%減碼歷史
NVTSNavitas Semiconductor CorpCOM1,493$2.68 萬<0.1%−614−29.1%減碼歷史
CRNCCerence Inc.COM2,368$2.68 萬<0.1%+635+36.6%加碼歷史
ICLICL Group Ltd.SHS5,385$2.68 萬<0.1%−505−8.6%減碼歷史
ALRSAlerus Financial CorpCOM863$2.68 萬<0.1%+32+3.9%加碼歷史
IPARInterparfums IncCOM240$2.68 萬<0.1%−247−50.7%減碼歷史
HHHHoward Hughes Holdings Inc.COM376$2.69 萬<0.1%−18−4.6%減碼歷史
BSACBanco Santander ChileSP ADR REP COM818$2.69 萬<0.1%−870−51.5%減碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP511$2.69 萬<0.1%00.0%不變–
APGEApogee Therapeutics, Inc.COM203$2.69 萬<0.1%−442−68.5%減碼歷史
WASHWashington Trust Bancorp IncCOM739$2.70 萬<0.1%−393−34.7%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK758$2.70 萬<0.1%−1,537−67.0%減碼歷史
ABEVAmbev S.A.SPONSORED ADR8,612$2.70 萬<0.1%−9,247−51.8%減碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM465$2.71 萬<0.1%−1,609−77.6%減碼歷史
Putnam ETF Trust746729508BDC INCOME ETF1,000$2.72 萬<0.1%00.0%不變–
AXIAYAXIA Energia S.A.SPONSORED ADR2,579$2.72 萬<0.1%−1,945−43.0%減碼歷史
BBTBeacon Financial CorpCOM896$2.73 萬<0.1%−322−26.4%減碼歷史
FUNSix Flags Entertainment CorporationCOM1,281$2.73 萬<0.1%+690+116.8%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A427$2.73 萬<0.1%−225−34.5%減碼歷史
WKWorkiva IncCOM CL A563$2.73 萬<0.1%+493+704.3%加碼歷史
SFIXStitch Fix, Inc.Stock6,646$2.73 萬<0.1%+1,334+25.1%加碼歷史
FRMEFirst Merchants CorpCOM626$2.73 萬<0.1%−520−45.4%減碼歷史
APLEApple Hospitality REIT, Inc.REIT1,631$2.74 萬<0.1%−1,472−47.4%減碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR548$2.74 萬<0.1%−239−30.4%減碼歷史
EICEagle Point Income CoCOM2,735$2.75 萬<0.1%00.0%不變歷史
BILIBilibili Inc.SPONS ADS REP Z1,619$2.76 萬<0.1%−9−0.6%減碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C532$2.76 萬<0.1%−21−3.8%減碼歷史
ARDXArdelyx, Inc.COM5,428$2.77 萬<0.1%−771−12.4%減碼歷史
NWNNorthwest Natural Holding CoCOM565$2.77 萬<0.1%−387−40.7%減碼歷史
ASOAcademy Sports & Outdoors, Inc.COM589$2.78 萬<0.1%−332−36.0%減碼歷史
AEOAmerican Eagle Outfitters IncCOM1,614$2.78 萬<0.1%−1,256−43.8%減碼歷史
DBXDropbox, Inc.CL A1,011$2.78 萬<0.1%−1,041−50.7%減碼歷史
SFNCSimmons First National CorpCL A $1 PAR1,227$2.78 萬<0.1%−1,112−47.5%減碼歷史
DRHDiamondRock Hospitality CoCOM2,285$2.78 萬<0.1%−1,629−41.6%減碼歷史
Global X FDS37954Y137HEALTHTECH ETF1,010$2.79 萬<0.1%−1,454−59.0%減碼–
RRGBRed Robin Gourmet Burgers IncCOM3,500$2.80 萬<0.1%00.0%不變歷史
SVVSavers Value Village, Inc.COM2,777$2.80 萬<0.1%+2,181+365.9%加碼歷史
KREFKKR Real Estate Finance Trust Inc.COM4,101$2.81 萬<0.1%+3,804+1,280.8%加碼歷史
RIOTRiot Platforms, Inc.COM1,027$2.81 萬<0.1%+75+7.9%加碼歷史
SHBIShore Bancshares IncCOM1,230$2.82 萬<0.1%−990−44.6%減碼歷史
COURCoursera, Inc.COM5,007$2.82 萬<0.1%+1,426+39.8%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