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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
KMPRKEMPER CorpCOM1,359$3.66 萬<0.1%−74−5.2%減碼歷史
SLGSL Green Realty CorpCOM708$3.67 萬<0.1%+375+112.6%加碼歷史
SUNBSunbelt Rentals Holdings, Inc.SHS491$3.67 萬<0.1%−19−3.7%減碼歷史
Columbia ETF Tr I19761L607MULTI SEC MUNI1,768$3.68 萬<0.1%+53+3.1%加碼–
PCORProcore Technologies, Inc.COM907$3.68 萬<0.1%−3,591−79.8%減碼歷史
AAMIAcadian Asset Management Inc.COM515$3.68 萬<0.1%−252−32.9%減碼歷史
PAGPenske Automotive Group, Inc.COM206$3.69 萬<0.1%−111−35.0%減碼歷史
HOMBHome Bancshares IncCOM1,292$3.69 萬<0.1%+103+8.7%加碼歷史
TFXTeleflex IncCOM291$3.69 萬<0.1%−99−25.4%減碼歷史
LCIDLucid Group, Inc.Stock5,514$3.69 萬<0.1%+2,600+89.2%加碼歷史
GOGrocery Outlet Holding Corp.COM3,697$3.69 萬<0.1%+3,655+8,702.4%加碼歷史
CCChemours CoStock1,799$3.69 萬<0.1%+583+47.9%加碼歷史
CNNECannae Holdings, Inc.COM2,564$3.69 萬<0.1%+1,502+141.4%加碼歷史
ACADAcadia Pharmaceuticals IncCOM1,460$3.69 萬<0.1%−442−23.2%減碼歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF350$3.69 萬<0.1%−2,229−86.4%減碼–
RSIRush Street Interactive, Inc.COM1,243$3.70 萬<0.1%+110+9.7%加碼歷史
VPGVishay Precision Group, Inc.COM247$3.70 萬<0.1%+247新進歷史
GWREGuidewire Software, Inc.COM301$3.70 萬<0.1%−156−34.1%減碼歷史
WSBCWesbanco IncCOM951$3.71 萬<0.1%−838−46.8%減碼歷史
SPDR Series Trust78464A201ST STR SP600GRWO312$3.72 萬<0.1%+312新進–
GDSGDS Holdings LtdSPONSORED ADS1,238$3.72 萬<0.1%−922−42.7%減碼歷史
ECCEagle Point Credit CoCOM10,000$3.72 萬<0.1%−5,000−33.3%減碼歷史
FLNCFluence Energy, Inc.COM CL A1,874$3.73 萬<0.1%−908−32.6%減碼歷史
OTEXOpen Text CorpCOM1,684$3.73 萬<0.1%−578−25.6%減碼歷史
ETF Ser Solutions26922B410US GLOBAL TECHNO1,084$3.74 萬<0.1%00.0%不變–
KFYKorn FerryCOM NEW562$3.74 萬<0.1%−233−29.3%減碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF94$3.74 萬<0.1%−135−59.0%減碼–
Vanguard Fixed Income Secs F922031687HIGH-YIELD ACTV500$3.74 萬<0.1%00.0%不變–
CVCOCavco Industries, Inc.COM61$3.75 萬<0.1%−11−15.3%減碼歷史
AHRAmerican Healthcare REIT, Inc.COM SHS722$3.77 萬<0.1%−310−30.0%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM1,262$3.77 萬<0.1%−350−21.7%減碼歷史
BMIBadger Meter IncCOM255$3.78 萬<0.1%+38+17.5%加碼歷史
KRCKilroy Realty CorpCOM1,011$3.79 萬<0.1%−178−15.0%減碼歷史
OUSTOuster, Inc.COM NEW606$3.79 萬<0.1%−90−12.9%減碼歷史
Fidelity Covington Trust316092113ENHANCED LARGE904$3.79 萬<0.1%00.0%不變–
TTEKTetra Tech IncCOM1,313$3.79 萬<0.1%−95−6.7%減碼歷史
SRCE1st Source CorpCOM465$3.79 萬<0.1%−130−21.8%減碼歷史
WTFCWintrust Financial CorpCOM236$3.79 萬<0.1%−114−32.6%減碼歷史
AVAVAeroVironment IncCOM230$3.80 萬<0.1%+68+42.0%加碼歷史
DAVEDave Inc.CLASS A COM NEW102$3.80 萬<0.1%−17−14.3%減碼歷史
GFIGold Fields LtdSPONSORED ADR1,134$3.81 萬<0.1%−2,190−65.9%減碼歷史
Capital Group International14021M107SHS1,037$3.81 萬<0.1%+144+16.1%加碼–
GSLGlobal Ship Lease, Inc.COM CL A1,018$3.83 萬<0.1%−561−35.5%減碼歷史
AIRAar CorpStock268$3.83 萬<0.1%+3+1.1%加碼歷史
SKTTanger Inc.COM971$3.83 萬<0.1%−100−9.3%減碼歷史
GTMZoomInfo Technologies Inc.Stock13,136$3.85 萬<0.1%+6,451+96.5%加碼歷史
QBTSD-Wave Quantum Inc.Stock1,611$3.86 萬<0.1%+1,105+218.4%加碼歷史
EVEREverQuote, Inc.COM CL A1,630$3.88 萬<0.1%+906+125.1%加碼歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$3.88 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF1,000$3.88 萬<0.1%−123,378−99.2%減碼–
ZIMZIM Integrated Shipping Services Ltd.SHS1,493$3.88 萬<0.1%+150+11.2%加碼歷史
HMNHorace Mann Educators CorpCOM752$3.88 萬<0.1%−437−36.8%減碼歷史
LXFRLuxfer Holdings PLCSHS2,154$3.89 萬<0.1%−639−22.9%減碼歷史
Pacer Trendpilot International ETF69374H683ETF1,063$3.90 萬<0.1%00.0%不變–
ICFIICF International, Inc.Stock535$3.90 萬<0.1%+363+211.0%加碼歷史
TRMKTrustmark CorpCOM851$3.92 萬<0.1%−806−48.6%減碼歷史
ARRArmour Residential REIT, Inc.COM SHS2,253$3.93 萬<0.1%−424−15.8%減碼歷史
ALKAlaska Air Group, Inc.COM755$3.94 萬<0.1%−204−21.3%減碼歷史
SAMBoston Beer Co IncCL A223$3.95 萬<0.1%−200−47.3%減碼歷史
TENTsakos Energy Navigation LtdSHS1,117$3.95 萬<0.1%−938−45.6%減碼歷史
SOBOSouth Bow CorpCOM1,124$3.96 萬<0.1%−769−40.6%減碼歷史
IDCCInterDigital, Inc.COM140$3.96 萬<0.1%−257−64.7%減碼歷史
BCPCBalchem CorpCOM235$3.97 萬<0.1%−99−29.6%減碼歷史
OLNOLIN CorpStock2,006$3.98 萬<0.1%+1,573+363.3%加碼歷史
MDPediatrix Medical Group, Inc.COM1,574$3.99 萬<0.1%−941−37.4%減碼歷史
KGSKodiak Gas Services, Inc.COM531$3.99 萬<0.1%−93−14.9%減碼歷史
FUTUFutu Holdings LtdSPON ADS CL A427$4.00 萬<0.1%−776−64.5%減碼歷史
AROCArchrock, Inc.COM984$4.01 萬<0.1%−1,180−54.5%減碼歷史
CBLCBL & Associates Properties IncCOMMON STOCK755$4.01 萬<0.1%+92+13.9%加碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN1,054$4.01 萬<0.1%−164−13.5%減碼–
NESRNational Energy Services Reunited Corp.SHS1,343$4.02 萬<0.1%−77−5.4%減碼歷史
HTBHomeTrust Bancshares, Inc.COM806$4.02 萬<0.1%+414+105.6%加碼歷史
DBDDiebold Nixdorf, IncCOM SHS473$4.02 萬<0.1%+320+209.2%加碼歷史
RITMRithm Capital Corp.REIT4,284$4.02 萬<0.1%−6,025−58.4%減碼歷史
MODModine Manufacturing CoCOM151$4.03 萬<0.1%−85−36.0%減碼歷史
BOHBank of Hawaii CorpCOM495$4.03 萬<0.1%−490−49.7%減碼歷史
ELPCEnergy Co of ParanaSPONSORED ADS3,473$4.05 萬<0.1%−3,900−52.9%減碼歷史
JJSFJ&J Snack Foods CorpCOM551$4.05 萬<0.1%−110−16.6%減碼歷史
ZZillow Group, Inc.CL C CAP STK1,287$4.06 萬<0.1%−127−9.0%減碼歷史
PPCPilgrims Pride CorpStock1,447$4.07 萬<0.1%−7,189−83.2%減碼歷史
DDSDillard's, Inc.CL A77$4.07 萬<0.1%−65−45.8%減碼歷史
Legg Mason ETF Invt52468L505FRANKLIN INTL LW1,005$4.08 萬<0.1%+14+1.4%加碼–
ABTCAmerican Bitcoin Corp.Stock60,000$4.09 萬<0.1%+60,000新進歷史
iShares Tr464288273EAFE SML CP ETF497$4.09 萬<0.1%−101−16.9%減碼–
SNYSanofiSPONSORED ADR959$4.09 萬<0.1%−2,324−70.8%減碼歷史
NPOEnpro Inc.COM109$4.11 萬<0.1%−87−44.4%減碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,790$4.11 萬<0.1%−1,647−30.3%減碼–
ACVAACV Auctions Inc.COM CL A5,720$4.11 萬<0.1%+3,203+127.3%加碼歷史
PRAAPra Group IncCOM2,166$4.11 萬<0.1%−1,545−41.6%減碼歷史
XPEVXpeng Inc.ADS3,110$4.12 萬<0.1%−2,925−48.5%減碼歷史
JBIOJade Biosciences, Inc.COM NEW1,859$4.13 萬<0.1%+1,858+185,800.0%加碼歷史
MRNAModerna, Inc.Stock590$4.13 萬<0.1%+166+39.2%加碼歷史
Franklin Templeton ETF Tr35473P827FTSE CANADA805$4.14 萬<0.1%−2−0.2%減碼–
IONQIonQ, Inc.COM779$4.15 萬<0.1%−180−18.8%減碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM3,450$4.15 萬<0.1%−5,500−61.5%減碼歷史
CPKChesapeake Utilities CorpCOM339$4.15 萬<0.1%−65−16.1%減碼歷史
FSBCFive Star BancorpCOM853$4.15 萬<0.1%+790+1,254.0%加碼歷史
SAILSailPoint, Inc.COM2,843$4.16 萬<0.1%+1,231+76.4%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A702$4.17 萬<0.1%+238+51.3%加碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF617$4.17 萬<0.1%+24+4.0%加碼–

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