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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
SWIMLatham Group, Inc.COM50$324<0.1%−6−10.7%減碼歷史
PNBKPatriot National Bancorp IncCOM NEW338$324<0.1%+326+2,716.7%加碼歷史
BOOMDMC Global Inc.COM56$325<0.1%+38+211.1%加碼歷史
STRTStrattec Security CorpCOM4$325<0.1%+3+300.0%加碼歷史
ETONEton Pharmaceuticals, Inc.COM9$326<0.1%−29−76.3%減碼歷史
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$331<0.1%−1−50.0%減碼–
BETRBetter Home & Finance Holding CoCOM NEW CL A12$331<0.1%00.0%不變歷史
LFTLument Finance Trust, Inc.COM361$332<0.1%+89+32.7%加碼歷史
SRBKSR Bancorp, Inc.COM17$335<0.1%+13+325.0%加碼歷史
OGIOrganigram Global Inc.COM337$344<0.1%00.0%不變歷史
YSSYork Space Systems Inc.COM14$345<0.1%+14新進歷史
BFRGBullFrog AI Holdings, Inc.COM486$345<0.1%00.0%不變歷史
JCAPJefferson Capital, Inc.COM18$351<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS3$355<0.1%00.0%不變–
ASICAtegrity Specialty Insurance Co HoldingsCOM15$360<0.1%00.0%不變歷史
DSGNDesign Therapeutics, Inc.COM25$362<0.1%+15+150.0%加碼歷史
ISPRIspire Technology Inc.COM326$365<0.1%+166+103.8%加碼歷史
CRVOCervoMed Inc.COM118$366<0.1%+118新進歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES11$373<0.1%−1−8.3%減碼歷史
XPOFXponential Fitness, Inc.COM CL A54$374<0.1%−9−14.3%減碼歷史
PLXProtalix BioTherapeutics, Inc.COM163$380<0.1%+152+1,381.8%加碼歷史
LPALogistic Properties of the AmericasUSD ORD SHS114$383<0.1%+77+208.1%加碼歷史
ACICAmerican Coastal Insurance CorpCOM35$388<0.1%−55−61.1%減碼歷史
NCNacco Industries IncCL A8$400<0.1%+4+100.0%加碼歷史
BIRDSmartbird, Inc.CL A NEW100$400<0.1%+100新進歷史
BNTCBenitec Biopharma Inc.COM NEW30$401<0.1%−183−85.9%減碼歷史
AMPXAmprius Technologies, Inc.COMMON STOCK29$402<0.1%−21−42.0%減碼歷史
BRBSBlue Ridge Bankshares, Inc.COM114$403<0.1%+108+1,800.0%加碼歷史
ACTUActuate Therapeutics, Inc.COM265$406<0.1%+230+657.1%加碼歷史
KGEIKolibri Global Energy Inc.COM NEW83$413<0.1%+45+118.4%加碼歷史
MNSBMainStreet Bancshares, Inc.COM17$419<0.1%+17新進歷史
HRTXHeron Therapeutics, Inc.COM984$420<0.1%+144+17.1%加碼歷史
AAPGAscentage Pharma Group InternationalSPONSORED ADS24$421<0.1%00.0%不變歷史
ELMDElectromed, Inc.Stock10$423<0.1%+7+233.3%加碼歷史
BSETBassett Furniture Industries IncCOM24$426<0.1%+20+500.0%加碼歷史
AIIAmerican Integrity Insurance Group, Inc.COM23$433<0.1%+13+130.0%加碼歷史
AFRIForafric Global PLCORDINARY SHARES43$433<0.1%−9−17.3%減碼歷史
USGOU.S. GoldMining Inc.COM54$439<0.1%−4−6.9%減碼歷史
BURUNuburu, Inc.COMMON STOCK3,444$441<0.1%+3,444新進歷史
ASURAsure Software IncCOM56$444<0.1%+4+7.7%加碼歷史
HNRGHallador Energy CoStock26$452<0.1%−2,045−98.7%減碼歷史
PESIPerma Fix Environmental Services IncCOM NEW32$457<0.1%+32新進歷史
ECBKECB Bancorp, Inc.COM23$461<0.1%+4+21.1%加碼歷史
HUYAHUYA Inc.ADS REP SHS A201$462<0.1%00.0%不變歷史
IMMPIMMUTEP LtdSPONSORED ADS1,108$462<0.1%+1,108新進歷史
FBYDFalcon's Beyond Global, Inc.COM CL A26$466<0.1%+2+8.3%加碼歷史
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$467<0.1%00.0%不變–
AIFAAll In FutureTech Alliance, Inc.COM210$468<0.1%+210新進歷史
DQDaqo New Energy Corp.SPNSRD ADS NEW35$469<0.1%−30−46.2%減碼歷史
TBRGTruBridge, Inc.COM18$471<0.1%−7−28.0%減碼歷史
GPMTGranite Point Mortgage Trust Inc.COM STK315$473<0.1%−31−9.0%減碼歷史
STXSStereotaxis, Inc.COM NEW275$474<0.1%−35−11.3%減碼歷史
MGPIMGP Ingredients IncCOM27$474<0.1%+11+68.8%加碼歷史
BLFSBiolife Solutions IncCOM NEW17$480<0.1%+2+13.3%加碼歷史
JMSBJohn Marshall Bancorp, Inc.COM22$480<0.1%−69−75.8%減碼歷史
FRDFriedman Industries IncCOM15$482<0.1%+8+114.3%加碼歷史
Bannix Acquisition Corp066644105COM112$482<0.1%+112新進–
SAMGSilvercrest Asset Management Group Inc.CL A48$486<0.1%+4+9.1%加碼歷史
JAKKJakks Pacific IncCOM NEW21$489<0.1%00.0%不變歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW339$492<0.1%00.0%不變歷史
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$493<0.1%00.0%不變–
RLYBRallybio CorpCOM31$496<0.1%+31新進歷史
BOEBlackRock Enhanced Global Dividend TrustCOM41$501<0.1%00.0%不變歷史
EMLEastern CoCOM18$501<0.1%+7+63.6%加碼歷史
SNALSnail, Inc.CLASS A COM815$505<0.1%+815新進歷史
FLNAFilana Therapeutics, Inc.COM425$506<0.1%−2,134−83.4%減碼歷史
HBBHamilton Beach Brands Holding CoCOM CL A22$507<0.1%+8+57.1%加碼歷史
CVGICommercial Vehicle Group, Inc.COM110$508<0.1%−493−81.8%減碼歷史
IQiQIYI, Inc.SPONSORED ADS490$510<0.1%+8+1.7%加碼歷史
DFDVDeFi Development Corp.COM175$515<0.1%+175新進歷史
GERNGeron CorpCOM403$516<0.1%−114−22.1%減碼歷史
DERMJourney Medical CorpCOM73$516<0.1%+73新進歷史
BKTIBK Technologies CorpCOM NEW6$516<0.1%+4+200.0%加碼歷史
ZVRAZevra Therapeutics, Inc.COM NEW36$516<0.1%+16+80.0%加碼歷史
FCAPFirst Capital IncCOM8$517<0.1%00.0%不變歷史
VOCVOC Energy TrustTR UNIT180$518<0.1%−180−50.0%減碼歷史
GENCGencor Industries IncCOM35$522<0.1%−15−30.0%減碼歷史
AOMRAngel Oak Mortgage REIT, Inc.COM58$527<0.1%+20+52.6%加碼歷史
NOAHNoah Holdings LtdSPON ADS53$529<0.1%00.0%不變歷史
GOGOGogo Inc.COM171$530<0.1%+97+131.1%加碼歷史
FDMT4D Molecular Therapeutics, Inc.COM40$532<0.1%−3−7.0%減碼歷史
CDLXCardlytics, Inc.COM NEW120$539<0.1%−1−0.7%減碼依 1 比 10 拆股換算歷史
QUBTQuantum Computing Inc.COM57$553<0.1%+57新進歷史
STUBStubHub Holdings, Inc.CL A43$553<0.1%+43新進歷史
SIDNational Steel CoSPONSORED ADR608$556<0.1%−14,842−96.1%減碼歷史
JILLJ.Jill, Inc.COM35$556<0.1%+20+133.3%加碼歷史
PDLBPonce Financial Group, Inc.COMMON STOCK28$558<0.1%+13+86.7%加碼歷史
IHSIHS Holding LtdORD SHS68$560<0.1%+68新進歷史
ARXAccelerant HoldingsCL A48$563<0.1%+48新進歷史
ACUAcme United CorpCOM12$572<0.1%+12新進歷史
ATSATS CorpCOM20$576<0.1%−36−64.3%減碼歷史
MDAMDA Space Ltd.COM14$578<0.1%+14新進歷史
ABATAmerican Battery Technology CoCOM NEW205$580<0.1%+205新進歷史
FIGRFigure Technology Solutions, Inc.Stock19$584<0.1%−75−79.8%減碼歷史
Thrivent ETF Trust88588G406SMALL CAP VALUE18$588<0.1%00.0%不變–
BTMDbiote Corp.CLASS A COM313$592<0.1%+265+552.1%加碼歷史
ULHUniversal Logistics Holdings, Inc.COM40$592<0.1%−240−85.7%減碼歷史
GSITGsi Technology IncCOM77$595<0.1%00.0%不變歷史
NODKNI Holdings, Inc.COM38$598<0.1%+4+11.8%加碼歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$599<0.1%00.0%不變–

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