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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
LPGDorian LPG Ltd.SHS USD925$3.22 萬<0.1%−129−12.2%減碼歷史
Innovator ETFs Trust45782C359EMRGNG MKT APRIL978$3.22 萬<0.1%−219−18.3%減碼–
ARDCAres Dynamic Credit Allocation Fund, Inc.COM2,552$3.22 萬<0.1%00.0%不變歷史
SPSCSPS Commerce IncCOM564$3.22 萬<0.1%−16−2.8%減碼歷史
TACTransalta CorpCOM2,338$3.23 萬<0.1%−2,304−49.6%減碼歷史
HBCPHome Bancorp, Inc.COM472$3.23 萬<0.1%+166+54.2%加碼歷史
ANGXAngel Studios, Inc.Stock8,813$3.23 萬<0.1%+95+1.1%加碼歷史
USNAUsana Health Sciences IncCOM1,515$3.23 萬<0.1%+1,196+374.9%加碼歷史
NXGNXG NextGen Infrastructure Income FundCOM500$3.24 萬<0.1%+500新進歷史
NOMDNomad Foods LtdUSD ORD SHS2,957$3.24 萬<0.1%−4,816−62.0%減碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX249$3.25 萬<0.1%−62−19.9%減碼–
RPAYRepay Holdings CorpCOM CL A7,733$3.25 萬<0.1%+2,926+60.9%加碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM3,795$3.25 萬<0.1%−279−6.8%減碼歷史
WDFCWD 40 CoCOM134$3.26 萬<0.1%−85−38.8%減碼歷史
BLZEBackblaze, Inc.COM CL A2,059$3.27 萬<0.1%+523+34.0%加碼歷史
TRTootsie Roll Industries IncCOM829$3.28 萬<0.1%−129−13.5%減碼歷史
TTITetra Technologies IncCOM2,899$3.28 萬<0.1%−2,045−41.4%減碼歷史
JOYYJOYY Inc.ADS REPSTG COM A498$3.29 萬<0.1%−115−18.8%減碼歷史
SAROStandardAero, Inc.COM1,100$3.29 萬<0.1%+189+20.7%加碼歷史
BLMNBloomin' Brands, Inc.COM3,602$3.29 萬<0.1%+1,550+75.5%加碼歷史
NBHCNational Bank Holdings CorpCL A741$3.29 萬<0.1%−121−14.0%減碼歷史
iShares Tr464287341GLOBAL ENERG ETF671$3.30 萬<0.1%+120+21.8%加碼–
FETForum Energy Technologies, Inc.COM657$3.30 萬<0.1%+47+7.7%加碼歷史
FROFrontline plcCOM949$3.30 萬<0.1%−740−43.8%減碼歷史
ORAOrmat Technologies, Inc.COM304$3.31 萬<0.1%−390−56.2%減碼歷史
RIVNRivian Automotive, Inc.Stock1,910$3.31 萬<0.1%−3,872−67.0%減碼歷史
T Rowe Price Exchange-Traded87283Q701ULTRA SHRT TRM667$3.32 萬<0.1%+667新進–
AB Active ETFs Inc00039J608HIGH YIELD ETF891$3.33 萬<0.1%+859+2,684.4%加碼–
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT3,761$3.34 萬<0.1%+3,005+397.5%加碼歷史
PACPacific Airport GroupSPON ADS B132$3.34 萬<0.1%−115−46.6%減碼歷史
KIOKKR Income Opportunities FundCOM2,971$3.35 萬<0.1%00.0%不變歷史
NWBINorthwest Bancshares, Inc.COM2,209$3.35 萬<0.1%−1,277−36.6%減碼歷史
JOEST JOE CoCOM535$3.35 萬<0.1%−312−36.8%減碼歷史
IRTCiRhythm Holdings, Inc.COM282$3.35 萬<0.1%−100−26.2%減碼歷史
Innovator ETFs Trust45782C342US SML CP PWR ET843$3.36 萬<0.1%00.0%不變–
PGNYProgyny, Inc.COM1,164$3.36 萬<0.1%+29+2.6%加碼歷史
GPORGulfport Energy CorpCOMMON SHARES198$3.36 萬<0.1%−85−30.0%減碼歷史
ALGMAllegro Microsystems, Inc.COM483$3.36 萬<0.1%−69−12.5%減碼歷史
DSGXDescartes Systems Group IncCOM486$3.37 萬<0.1%−62−11.3%減碼歷史
CRVLCorvel CorpCOM539$3.37 萬<0.1%+209+63.3%加碼歷史
iShares Flexible Income Active ETF092528603ETF644$3.37 萬<0.1%−3,181−83.2%減碼–
BBIOBridgeBio Pharma, Inc.COM453$3.37 萬<0.1%−228−33.5%減碼歷史
Exchange Traded Concepts Tru301505731ROBO GLB ARTIF370$3.37 萬<0.1%+370新進–
GRABGrab Holdings LtdCLASS A ORD8,976$3.38 萬<0.1%−11,739−56.7%減碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,957$3.39 萬<0.1%+274+16.3%加碼歷史
CECelanese CorpStock737$3.39 萬<0.1%−307−29.4%減碼歷史
CAMTCamtek LtdORD208$3.39 萬<0.1%−90−30.2%減碼歷史
RDNRadian Group IncCOM903$3.40 萬<0.1%−541−37.5%減碼歷史
HGHamilton Insurance Group, Ltd.CL B1,003$3.40 萬<0.1%+68+7.3%加碼歷史
SPXCSPX Technologies, Inc.COM139$3.41 萬<0.1%−269−65.9%減碼歷史
PARRPar Pacific Holdings, Inc.COM NEW609$3.42 萬<0.1%−104−14.6%減碼歷史
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT535$3.42 萬<0.1%+535新進–
OCFCOceanfirst Financial CorpCOM1,750$3.42 萬<0.1%+978+126.7%加碼歷史
RDDTReddit, Inc.Stock197$3.42 萬<0.1%+64+48.1%加碼歷史
ACAArcosa, Inc.COM236$3.43 萬<0.1%−326−58.0%減碼歷史
RRCRange Resources CorpCOM922$3.43 萬<0.1%−533−36.6%減碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A892$3.43 萬<0.1%+193+27.6%加碼歷史
GFLGFL Environmental Inc.SUB VTG SHS935$3.44 萬<0.1%−400−30.0%減碼歷史
MHOM/I Homes, Inc.COM214$3.44 萬<0.1%−177−45.3%減碼歷史
MIRMMirum Pharmaceuticals, Inc.COM294$3.44 萬<0.1%−42−12.5%減碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS2,436$3.45 萬<0.1%−2,318−48.8%減碼歷史
AMGAffiliated Managers Group, Inc.Stock102$3.45 萬<0.1%−77−43.0%減碼歷史
OPLNOPENLANE, Inc.COM838$3.46 萬<0.1%−365−30.3%減碼歷史
PKEPark Aerospace CorpCOM906$3.46 萬<0.1%+899+12,842.9%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF879$3.47 萬<0.1%+2+0.2%加碼–
WHDCactus, Inc.CL A678$3.47 萬<0.1%+140+26.0%加碼歷史
TYLTyler Technologies IncCOM119$3.48 萬<0.1%−413−77.6%減碼歷史
ICHRIchor Holdings, Ltd.SHS310$3.48 萬<0.1%+280+933.3%加碼歷史
CBUCommunity Financial System, Inc.COM519$3.48 萬<0.1%−270−34.2%減碼歷史
TPCTutor Perini CorpCOM420$3.48 萬<0.1%−85−16.8%減碼歷史
WRLDWorld Acceptance CorpCOM156$3.49 萬<0.1%−99−38.8%減碼歷史
CRSRCorsair Gaming, Inc.COM3,621$3.50 萬<0.1%+1,430+65.3%加碼歷史
CBTCabot CorpCOM386$3.51 萬<0.1%−50−11.5%減碼歷史
KTBKontoor Brands, Inc.Stock421$3.51 萬<0.1%−1,643−79.6%減碼歷史
ZETAZeta Global Holdings Corp.CL A1,783$3.51 萬<0.1%−312−14.9%減碼歷史
NWSNews CorpCL B1,251$3.51 萬<0.1%−1,027−45.1%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF691$3.51 萬<0.1%−316−31.4%減碼–
WRBYWarby Parker Inc.CL A COM1,158$3.51 萬<0.1%−152−11.6%減碼歷史
PBIPitney Bowes IncCOM2,026$3.55 萬<0.1%+698+52.6%加碼歷史
BOKFBok Financial CorpCOM NEW256$3.56 萬<0.1%−71−21.7%減碼歷史
EEFTEuronet Worldwide, Inc.COM486$3.56 萬<0.1%−54−10.0%減碼歷史
PRGSProgress Software CorpCOM1,062$3.57 萬<0.1%+237+28.7%加碼歷史
KMTKennametal IncCOM1,020$3.58 萬<0.1%−117−10.3%減碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK1,511$3.58 萬<0.1%−3,635−70.6%減碼歷史
CVBFCVB Financial CorpCOM1,591$3.59 萬<0.1%−816−33.9%減碼歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF709$3.59 萬<0.1%00.0%不變–
Global X FDS37960A529DEFENSE TECH ETF602$3.59 萬<0.1%−1,079−64.2%減碼–
MMYTMakeMyTrip LtdStock675$3.60 萬<0.1%−315−31.8%減碼歷史
WMSAdvanced Drainage Systems, Inc.COM229$3.60 萬<0.1%−237−50.9%減碼歷史
FLUTFlutter Entertainment plcSHS353$3.61 萬<0.1%−60−14.5%減碼歷史
AGCOAGCO CorpCOM302$3.61 萬<0.1%−219−42.0%減碼歷史
RXTRackspace Technology, Inc.COM5,545$3.62 萬<0.1%+341+6.6%加碼歷史
Dimensional ETF Trust25434V757EMERGING MKTS HI847$3.62 萬<0.1%+1+0.1%加碼–
THOThor Industries IncCOM482$3.62 萬<0.1%−326−40.3%減碼歷史
FULFuller H B CoStock623$3.63 萬<0.1%−120−16.2%減碼歷史
REPLReplimune Group, Inc.COM3,295$3.65 萬<0.1%+2,656+415.6%加碼歷史
HAFCHanmi Financial CorpCOM NEW1,126$3.65 萬<0.1%−1,229−52.2%減碼歷史
CNACna Financial CorpCOM751$3.65 萬<0.1%−611−44.9%減碼歷史
TCOMTrip.com Group LtdADS917$3.65 萬<0.1%−210−18.6%減碼歷史
VRTSVirtus Investment Partners, Inc.COM255$3.66 萬<0.1%+147+136.1%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（207 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 207 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
Expro Group Holdings N.V.N33462107COM1,936$3.37 萬<0.1%–
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