跳到主要內容
Livermore
Livermore
中文EN

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
SSTKShutterstock, Inc.COM43$600<0.1%+43新進歷史
SOCSable Offshore Corp.COM SHS195$601<0.1%−37−15.9%減碼歷史
PPTAPerpetua Resources Corp.COM29$602<0.1%−211−87.9%減碼歷史
SBFGSB Financial Group, Inc.COM24$606<0.1%00.0%不變歷史
iShares Tr46434V878ULTRA SHORT DUR12$607<0.1%00.0%不變–
BRSLBrightstar Lottery PLCSHS USD57$611<0.1%+4+7.5%加碼歷史
CLYMClimb Bio, Inc.COM47$613<0.1%+47新進歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS147$623<0.1%+147新進歷史
SMPStandard Motor Products, Inc.Stock16$624<0.1%+16新進歷史
SPDR Series Trust78468R408ST TERM HIGH ETF26$640<0.1%00.0%不變–
OPALOPAL Fuels Inc.CLASS A COM292$644<0.1%+34+13.2%加碼歷史
ARXSArxis, Inc.CL A COM14$646<0.1%+14新進歷史
AVTXAvalo Therapeutics, Inc.COM NEW35$647<0.1%00.0%不變歷史
KINSKingstone Companies, Inc.COM34$647<0.1%+34新進歷史
CURICuriosityStream Inc.COM CL A244$650<0.1%+35+16.7%加碼歷史
TRCTejon Ranch CoCOM35$654<0.1%−17−32.7%減碼歷史
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$656<0.1%00.0%不變–
JRVRJames River Group Holdings, Inc.COM SHS150$660<0.1%−2,272−93.8%減碼歷史
Fidelity High Dividend ETF316092840ETF11$667<0.1%−11−50.0%減碼–
NXDTNexpoint Diversified Real Estate TrustCOM NEW129$670<0.1%−25−16.2%減碼歷史
LGNLegence Corp.CL A8$681<0.1%+6+300.0%加碼歷史
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW73$685<0.1%−135−64.9%減碼歷史
ATYRaTYR PHARMA INCCOM NEW1,149$685<0.1%+734+176.9%加碼歷史
AAUCAllied Gold CorpCOM NEW29$690<0.1%+29新進歷史
ADCTADC Therapeutics SASHS646$691<0.1%−320−33.1%減碼歷史
XZOExzeo Group, Inc.COM SHS41$692<0.1%+41新進歷史
SRFMSurf Air Mobility Inc.COM598$694<0.1%+598新進歷史
MBOTMicrobot Medical Inc.COM NEW357$696<0.1%00.0%不變歷史
ENVXEnovix CorpCOM115$698<0.1%−662−85.2%減碼歷史
MTLSMaterialise NVSPONSORED ADS94$698<0.1%00.0%不變歷史
PWPPerella Weinberg PartnersCLASS A COM44$702<0.1%−380−89.6%減碼歷史
DTCXDatacentrex, Inc.COM397$707<0.1%+397新進歷史
WEYSWeyco Group IncCOM18$707<0.1%+5+38.5%加碼歷史
BOBSBob's Discount Furniture, Inc.COM SHS45$712<0.1%+45新進歷史
GSMFerroglobe PLCSHS225$715<0.1%+203+922.7%加碼歷史
PIImpinj IncCOM5$716<0.1%−8−61.5%減碼歷史
NKSHNational Bankshares IncCOM20$727<0.1%+5+33.3%加碼歷史
PEBKPeoples Bancorp of North Carolina IncCOM17$732<0.1%+7+70.0%加碼歷史
ESOAEnergy Services of America CORPCOM38$734<0.1%+38新進歷史
PSQHPSQ Holdings, Inc.COM1,822$734<0.1%+1,822新進歷史
AHMAAmbitions Enterprise Management Co. L.L.CUSD CL A ORD SHS435$740<0.1%+435新進歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM54$745<0.1%+1+1.9%加碼歷史
SPCEVirgin Galactic Holdings, IncStock259$749<0.1%00.0%不變歷史
CVRXCVRx, Inc.COM147$756<0.1%−115−43.9%減碼歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES52$759<0.1%+52新進歷史
ALVOAlvotechORDINARY SHARES206$760<0.1%−34−14.2%減碼歷史
SUNSSunrise Realty Trust, Inc.COM97$767<0.1%+84+646.2%加碼歷史
MGMistras Group, Inc.COM44$768<0.1%−23−34.3%減碼歷史
SPOKSpok Holdings, IncCOM75$768<0.1%+26+53.1%加碼歷史
CTGOContango Silver & Gold Inc.COM49$774<0.1%+34+226.7%加碼歷史
SKYHSky Harbour Group CorpCOM CL A79$777<0.1%+71+887.5%加碼歷史
RMBIRichmond Mutual Bancorporation, Inc.COM49$778<0.1%+42+600.0%加碼歷史
GNEGenie Energy Ltd.CL B54$781<0.1%+22+68.8%加碼歷史
STIMNeuronetics, Inc.COM606$788<0.1%+55+10.0%加碼歷史
KEKimball Electronics, Inc.Stock31$793<0.1%−68−68.7%減碼歷史
NPCENeuroPace IncCOM50$794<0.1%+32+177.8%加碼歷史
GRDNGuardian Pharmacy Services, Inc.CL A19$795<0.1%+14+280.0%加碼歷史
UFPTUfp Technologies IncCOM3$795<0.1%−14−82.4%減碼歷史
BATLBattalion Oil CorpCOM610$799<0.1%+610新進歷史
CAAPCorporacion America Airports S.A.COM32$806<0.1%00.0%不變歷史
NXXTNextnrg, Inc.COM2,304$807<0.1%−389−14.4%減碼歷史
GPGIGPGI, Inc.COM CL A51$808<0.1%−266−83.9%減碼歷史
TNYATenaya Therapeutics, Inc.COM1,099$812<0.1%00.0%不變歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A132$823<0.1%−688−83.9%減碼歷史
ONLOrion Properties Inc.REIT285$824<0.1%−2,764−90.7%減碼歷史
AVBHAvidbank Holdings, Inc.COM25$825<0.1%+2+8.7%加碼歷史
INSEInspired Entertainment, Inc.COM100$825<0.1%−8−7.4%減碼歷史
SMRTSmartRent, Inc.COM CL A693$825<0.1%−139−16.7%減碼歷史
ESCAEscalade IncCOM44$827<0.1%+4+10.0%加碼歷史
EBFEnnis, Inc.COM39$829<0.1%−497−92.7%減碼歷史
HNGEHinge Health, Inc.CL A10$830<0.1%+10新進歷史
HOSHornbeck Offshore Services, Inc.Stock95$831<0.1%+20+26.7%加碼歷史
TTECTTEC Holdings, Inc.COM428$831<0.1%+136+46.6%加碼歷史
KWYKINGSWAY CorpCOM NEW80$834<0.1%−11−12.1%減碼歷史
MPBMid Penn Bancorp IncCOM24$836<0.1%+6+33.3%加碼歷史
CEVACeva IncCOM18$849<0.1%−6−25.0%減碼歷史
NGNENeurogene Inc.COM27$849<0.1%−17−38.6%減碼歷史
MDWDMediWound Ltd.SHS NEW58$852<0.1%+50+625.0%加碼歷史
SKINSkinHealth Systems Inc.COM CL A1,238$857<0.1%+165+15.4%加碼歷史
RGCORGC Resources IncCOM36$860<0.1%+4+12.5%加碼歷史
COSOCoastalSouth Bancshares, Inc.COM NEW32$860<0.1%+19+146.2%加碼歷史
FNKOFunko, Inc.COM CL A148$870<0.1%−722−83.0%減碼歷史
MNTKMontauk Renewables, Inc.COM558$871<0.1%+489+708.7%加碼歷史
LACLithium Americas Corp.Stock227$874<0.1%00.0%不變歷史
NPKNational Presto Industries IncCOM7$875<0.1%−359−98.1%減碼歷史
SIONSionna Therapeutics, Inc.COM20$880<0.1%−3−13.0%減碼歷史
OLOXOlenox Industries Inc.COM NEW161$881<0.1%+161新進歷史
PMIPicard Medical, Inc.COM SHS5,394$882<0.1%+5,146+2,075.0%加碼歷史
FHTXFoghorn Therapeutics Inc.COM181$883<0.1%+99+120.7%加碼歷史
Abrdn ETFs003261203BBRG ALL COMMDY26$888<0.1%00.0%不變–
LDIloanDepot, Inc.COM CL A714$893<0.1%+43+6.4%加碼歷史
TUSKMammoth Energy Services, Inc.COM276$898<0.1%+192+228.6%加碼歷史
GLIBALiberty Capital CorpSER A GCI GROUP41$899<0.1%+23+127.8%加碼歷史
CXDOCrexendo, Inc.COM121$903<0.1%−64−34.6%減碼歷史
CZWICitizens Community Bancorp Inc.COM39$911<0.1%+1+2.6%加碼歷史
MPAAMotorcar Parts of America IncCOM60$919<0.1%−7−10.4%減碼歷史
MGTXMeiraGTx Holdings plcCOM68$920<0.1%+35+106.1%加碼歷史
PCYOPure Cycle CorpCOM NEW86$920<0.1%+20+30.3%加碼歷史
ARAIArrive AI Inc.COM NEW2,149$922<0.1%+1,729+411.7%加碼歷史
BRTBRT Apartments Corp.COM60$923<0.1%+38+172.7%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