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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
ONONOn Holding AGStock798$2.83 萬<0.1%+38+5.0%加碼歷史
FSLYFastly, Inc.CL A1,540$2.83 萬<0.1%−664−30.1%減碼歷史
SSLSasol LtdSPONSORED ADR2,883$2.83 萬<0.1%−5,469−65.5%減碼歷史
KYMRKymera Therapeutics, Inc.COM247$2.83 萬<0.1%+23+10.3%加碼歷史
MLTXMoonLake ImmunotherapeuticsCLASS A ORD1,461$2.84 萬<0.1%−1,406−49.0%減碼歷史
CGAUCenterra Gold Inc.COM1,794$2.85 萬<0.1%+1,794新進歷史
NBBKNB Bancorp, Inc.COM1,348$2.85 萬<0.1%+33+2.5%加碼歷史
CCCCCC Intelligent Solutions Holdings Inc.COM5,536$2.86 萬<0.1%−10,180−64.8%減碼歷史
TEMTempus AI, Inc.CL A494$2.86 萬<0.1%+91+22.6%加碼歷史
WMGWarner Music Group Corp.COM CL A1,057$2.86 萬<0.1%−1,320−55.5%減碼歷史
AXAxos Financial, Inc.COM294$2.86 萬<0.1%−473−61.7%減碼歷史
PTONPeloton Interactive, Inc.CL A COM4,857$2.87 萬<0.1%+2,489+105.1%加碼歷史
FCNFti Consulting, IncCOM193$2.88 萬<0.1%−121−38.5%減碼歷史
MARAMARA Holdings, Inc.COM2,071$2.88 萬<0.1%+126+6.5%加碼歷史
BEPCBrookfield Renewable CorpCL A EX SUB VTG776$2.88 萬<0.1%−1,124−59.2%減碼歷史
OKLOOklo Inc.COM CL A551$2.88 萬<0.1%+318+136.5%加碼歷史
SCLStepan CoCOM518$2.89 萬<0.1%+48+10.2%加碼歷史
MMSMaximus, Inc.COM537$2.89 萬<0.1%−669−55.5%減碼歷史
GLOOGloo Holdings, Inc.CL A6,347$2.89 萬<0.1%+834+15.1%加碼歷史
PEBOPeoples Bancorp IncCOM752$2.89 萬<0.1%−61−7.5%減碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS1,500$2.89 萬<0.1%00.0%不變–
PRGOPERRIGO Co plcSHS2,791$2.90 萬<0.1%+1,076+62.7%加碼歷史
MMIMarcus & Millichap, Inc.COM935$2.91 萬<0.1%+158+20.3%加碼歷史
BBDBank BradescoSP ADR PFD NEW8,405$2.92 萬<0.1%−7,453−47.0%減碼歷史
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,012$2.92 萬<0.1%00.0%不變–
HLIOHelios Technologies, Inc.COM327$2.92 萬<0.1%+103+46.0%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF663$2.92 萬<0.1%−330−33.2%減碼–
SCHLScholastic CorpCOM635$2.92 萬<0.1%+110+21.0%加碼歷史
OFGOfg BancorpCOM596$2.92 萬<0.1%−743−55.5%減碼歷史
CCSCentury Communities, Inc.COM409$2.93 萬<0.1%−405−49.8%減碼歷史
DVDoubleVerify Holdings, Inc.COM2,714$2.94 萬<0.1%−5,834−68.2%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$2.95 萬<0.1%−1,046−51.6%減碼–
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$2.95 萬<0.1%00.0%不變歷史
NNINelnet IncCL A222$2.96 萬<0.1%−223−50.1%減碼歷史
VISNVistance Networks, Inc.COM2,317$2.96 萬<0.1%−95−3.9%減碼歷史
ETDEthan Allen Interiors IncCOM1,327$2.96 萬<0.1%+1,205+987.7%加碼歷史
IBPInstalled Building Products, Inc.COM129$2.96 萬<0.1%−2−1.5%減碼歷史
SKYChampion Homes, Inc.Stock338$2.98 萬<0.1%−1,192−77.9%減碼歷史
GLDICredit Suisse AGX LINK GOLD SHS213$2.99 萬<0.1%+213新進歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF48$2.99 萬<0.1%+12+33.3%加碼–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD14,258$2.99 萬<0.1%−18,253−56.1%減碼歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT571$3.00 萬<0.1%+571新進–
Goldman Sachs ETF Tr381430602ACTIVEBETA US329$3.00 萬<0.1%+1+0.3%加碼–
CHHChoice Hotels International IncCOM273$3.01 萬<0.1%−179−39.6%減碼歷史
MLKNMillerknoll, Inc.COM1,471$3.01 萬<0.1%+453+44.5%加碼歷史
AATAmerican Assets Trust, Inc.COM1,220$3.01 萬<0.1%−262−17.7%減碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A359$3.02 萬<0.1%+237+194.3%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR2,249$3.02 萬<0.1%−2,401−51.6%減碼歷史
CLDTChatham Lodging TrustCOM2,290$3.03 萬<0.1%−519−18.5%減碼歷史
SBSafe Bulkers, Inc.COM4,802$3.03 萬<0.1%+4,339+937.1%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$3.04 萬<0.1%00.0%不變歷史
GLNGGolar LNG LtdSHS609$3.04 萬<0.1%−923−60.2%減碼歷史
SNDASonida Senior Living, Inc.COM744$3.04 萬<0.1%−1,314−63.8%減碼歷史
MACMacerich CoCOM1,205$3.04 萬<0.1%−130−9.7%減碼歷史
RUSHARush Enterprises IncCL A417$3.04 萬<0.1%−484−53.7%減碼歷史
IAGIamgold CorpCOM1,924$3.05 萬<0.1%−788−29.1%減碼歷史
KRYSKrystal Biotech, Inc.COM82$3.05 萬<0.1%−26−24.1%減碼歷史
IFSIntercorp Financial Services Inc.SHS536$3.05 萬<0.1%+399+291.2%加碼歷史
CLSKCleanspark, Inc.COM NEW2,100$3.06 萬<0.1%+1,256+148.8%加碼歷史
SYRESpyre Therapeutics, Inc.COM NEW345$3.06 萬<0.1%+266+336.7%加碼歷史
NEXTNextDecade CorpCOM4,063$3.06 萬<0.1%−142−3.4%減碼歷史
BKEBuckle IncCOM728$3.07 萬<0.1%−195−21.1%減碼歷史
FSSFederal Signal CorpCOM239$3.07 萬<0.1%−178−42.7%減碼歷史
UHAL.BU-Haul Holding CoCOM SER N535$3.09 萬<0.1%−352−39.7%減碼歷史
DLBDolby Laboratories, Inc.COM CL A588$3.09 萬<0.1%−487−45.3%減碼歷史
PENPenumbra IncCOM98$3.09 萬<0.1%−13−11.7%減碼歷史
ABGAsbury Automotive Group IncCOM154$3.10 萬<0.1%−69−30.9%減碼歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS358$3.10 萬<0.1%−143−28.5%減碼歷史
BIRKBirkenstock Holding plcCOM SHS721$3.10 萬<0.1%−47−6.1%減碼歷史
GENGen Digital Inc.Stock1,249$3.11 萬<0.1%−2,127−63.0%減碼歷史
FCFFirst Commonwealth Financial CorpCOM1,529$3.11 萬<0.1%−1,509−49.7%減碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,323$3.11 萬<0.1%−119−8.3%減碼–
CHWYChewy, Inc.CL A1,585$3.11 萬<0.1%−4,631−74.5%減碼歷史
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ431$3.11 萬<0.1%+6+1.4%加碼–
HOGHarley-Davidson, Inc.COM1,275$3.12 萬<0.1%+723+131.0%加碼歷史
NSSCNapco Security Technologies, IncStock823$3.13 萬<0.1%−48−5.5%減碼歷史
iShares Tr46435G102CONV BD ETF257$3.13 萬<0.1%−23−8.2%減碼–
AVNTAvient CorpCOM848$3.13 萬<0.1%−393−31.7%減碼歷史
Roundhill ETF Trust77926X320MEMORY ETF425$3.14 萬<0.1%+425新進–
HELEHelen of Troy LtdStock1,082$3.15 萬<0.1%−100−8.5%減碼歷史
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,284$3.15 萬<0.1%+12+0.9%加碼–
MCHBMechanics BancorpCL A1,981$3.15 萬<0.1%+1,957+8,154.2%加碼歷史
MTRXMatrix Service CoCOM2,301$3.15 萬<0.1%+66+3.0%加碼歷史
MFAMfa Financial, Inc.COM3,258$3.16 萬<0.1%+1,454+80.6%加碼歷史
FTDRFrontdoor, Inc.COM407$3.16 萬<0.1%−262−39.2%減碼歷史
TICTIC Solutions, Inc.COM3,906$3.16 萬<0.1%+3,158+422.2%加碼歷史
LCIILci IndustriesCOM299$3.16 萬<0.1%−194−39.4%減碼歷史
TSLXSixth Street Specialty Lending, Inc.COM1,842$3.16 萬<0.1%−327−15.1%減碼歷史
BYByline Bancorp, Inc.COM840$3.16 萬<0.1%−477−36.2%減碼歷史
HSTMHealthstream IncCOM1,161$3.16 萬<0.1%+992+587.0%加碼歷史
OGNOrganon & Co.Stock2,339$3.17 萬<0.1%−1,381−37.1%減碼歷史
TDUPThredUp Inc.CL A4,627$3.17 萬<0.1%+2,547+122.5%加碼歷史
KVYOKlaviyo, Inc.COM SER A2,104$3.18 萬<0.1%−1,698−44.7%減碼歷史
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$3.18 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33741X102SMID RISNG ETF740$3.19 萬<0.1%+240+48.0%加碼–
GBCIGlacier Bancorp, Inc.COM621$3.20 萬<0.1%−355−36.4%減碼歷史
BSYBentley Systems IncCOM CL B1,072$3.20 萬<0.1%−1,019−48.7%減碼歷史
MANUManchester United plcORD CL A1,398$3.21 萬<0.1%−1,213−46.5%減碼歷史
KRGKite Realty Group TrustCOM NEW1,132$3.21 萬<0.1%+170+17.7%加碼歷史
BGBunge Global SACOM SHS301$3.21 萬<0.1%−271−47.4%減碼歷史

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