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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
VELVelocity Financial, Inc.COM50$923<0.1%−54−51.9%減碼歷史
BLTEBelite Bio, IncSPONSORED ADS6$924<0.1%−1,602−99.6%減碼歷史
LXULSB Industries, Inc.COM86$930<0.1%−265−75.5%減碼歷史
ABUSArbutus Biopharma CorpCOM194$931<0.1%+58+42.6%加碼歷史
HNVRHanover Bancorp, Inc.COM40$933<0.1%+29+263.6%加碼歷史
BHCBausch Health Companies Inc.Stock190$937<0.1%−131−40.8%減碼歷史
NVECNve CorpCOM NEW9$941<0.1%00.0%不變歷史
VERAVera Therapeutics, Inc.CL A22$944<0.1%+17+340.0%加碼歷史
WALDWaldencast plcCOMMON STOCK536$944<0.1%−5,589−91.2%減碼歷史
MASS908 Devices Inc.COM109$948<0.1%−21−16.2%減碼歷史
EFSIEagle Financial Services IncCOM23$953<0.1%+4+21.1%加碼歷史
iShares Tr464288612INTRM GOV CR ETF9$955<0.1%+9新進–
LMNRLimoneira COCOM73$958<0.1%+13+21.7%加碼歷史
LMRILumexa Imaging Holdings, Inc.COM85$958<0.1%+85新進歷史
PRTAProthena Corp Public Ltd CoSHS98$959<0.1%−62−38.8%減碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR32$959<0.1%−409−92.7%減碼歷史
TSHATaysha Gene Therapies, Inc.COM SHS141$960<0.1%00.0%不變歷史
JANXJanux Therapeutics, Inc.COM63$967<0.1%+54+600.0%加碼歷史
Tidal Trust II88636W221DEFIANCE DAILY T130$967<0.1%00.0%不變–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$968<0.1%00.0%不變–
CIRCCIRCLE8 Group IncCOM1,055$970<0.1%+953+934.3%加碼歷史
AVIRAtea Pharmaceuticals, Inc.COM209$972<0.1%+118+129.7%加碼歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM91$977<0.1%+64+237.0%加碼歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,959$977<0.1%+1,282+189.4%加碼歷史
AURAAura Biosciences, Inc.COM138$980<0.1%−23−14.3%減碼歷史
WLTHWealthfront CorpCOM110$984<0.1%+110新進歷史
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF21$985<0.1%−76−78.4%減碼–
FSPFranklin Street Properties CorpCOM1,919$988<0.1%+1,071+126.3%加碼歷史
HCMHUTCHMED (China) LtdSPONSORED ADS92$990<0.1%−252−73.3%減碼歷史
NVCTNuvectis Pharma, Inc.COM54$993<0.1%+52+2,600.0%加碼歷史
FSTRFoster L B CoCOM22$994<0.1%−18−45.0%減碼歷史
FRAFFranklin Financial Services CorpCOM16$1,001<0.1%+5+45.5%加碼歷史
MVISMicrovision, Inc.COM NEW3,061$1,001<0.1%+900+41.6%加碼歷史
CBCCentral Bancompany, Inc.COM CL A33$1,003<0.1%+33新進歷史
SEVNSeven Hills Realty TrustCOM119$1,003<0.1%+93+357.7%加碼歷史
ACNBAcnb CorpCOM17$1,009<0.1%+5+41.7%加碼歷史
MECMayville Engineering Company, Inc.COM27$1,011<0.1%+2+8.0%加碼歷史
BPRNPrinceton Bancorp, Inc.COM27$1,025<0.1%−6−18.2%減碼歷史
OCTVOctave Intelligence plcStock63$1,027<0.1%+63新進歷史
TARAProtara Therapeutics, Inc.COM STK269$1,028<0.1%+139+106.9%加碼歷史
GEF.BGreif, IncCL B11$1,030<0.1%00.0%不變歷史
SNFCASecurity National Financial CorpCL A NEW107$1,036<0.1%+20+23.0%加碼歷史
ACNTAscent Industries Co.COM69$1,037<0.1%+26+60.5%加碼歷史
PMTSCPI Card Group Inc.COM NEW50$1,039<0.1%+14+38.9%加碼歷史
LULufax Holding LtdSPONSORED ADR789$1,041<0.1%+378+92.0%加碼歷史
AVRAnteris Technologies Global Corp.COM106$1,045<0.1%−168−61.3%減碼歷史
Global X FDS37960A735GBL X BLOCKCHAIN14$1,048<0.1%00.0%不變–
CRD.ACrawford & CoCL A93$1,048<0.1%+26+38.8%加碼歷史
FXNCFirst National CorpCOM35$1,050<0.1%+18+105.9%加碼歷史
ACREAres Commercial Real Estate CorpCOM233$1,051<0.1%+28+13.7%加碼歷史
RMNIRimini Street, Inc.COM248$1,056<0.1%+64+34.8%加碼歷史
HLLYHolley Inc.COM415$1,059<0.1%−247−37.3%減碼歷史
XOMAXOMA Royalty CorpCOM NEW25$1,063<0.1%−34−57.6%減碼歷史
EONREON Resources Inc.COM CL A2,431$1,073<0.1%+2,431新進歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,080<0.1%−535−93.0%減碼–
HSHPHimalaya Shipping Ltd.ORD SHS81$1,082<0.1%+41+102.5%加碼歷史
ABOSAcumen Pharmaceuticals, Inc.COM407$1,087<0.1%00.0%不變歷史
TLSITriSalus Life Sciences, Inc.COM240$1,092<0.1%+235+4,700.0%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$1,095<0.1%00.0%不變–
ProShares Tr74347B680S&P MDCP 400 DIV12$1,099<0.1%00.0%不變–
RDNWRideNow Group, Inc.COM CL B165$1,099<0.1%−19−10.3%減碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1,106<0.1%00.0%不變–
OTLKOutlook Therapeutics, Inc.Stock696$1,107<0.1%00.0%不變歷史
ACTGAcacia Research CorpACACIA TCH COM241$1,123<0.1%+36+17.6%加碼歷史
MKTWMarketwise, Inc.COM NEW CL A63$1,125<0.1%+15+31.3%加碼歷史
Federated Hermes ETF Trust31423L883ENHANCED INCOME21$1,129<0.1%00.0%不變–
TCXTucows IncCOM NEW84$1,131<0.1%+21+33.3%加碼歷史
ATEXAnterix Inc.COM11$1,133<0.1%+2+22.2%加碼歷史
EOLSEvolus, Inc.COM164$1,139<0.1%+148+925.0%加碼歷史
SIGASiga Technologies IncCOM315$1,147<0.1%+113+55.9%加碼歷史
GEVOGevo, Inc.COM PAR765$1,148<0.1%+25+3.4%加碼歷史
OSWOnespaworld Holdings LtdCOM41$1,158<0.1%−414−91.0%減碼歷史
Global X FDS37954Y467E COMMERCE ETF42$1,159<0.1%00.0%不變–
NLNli Holdings, Inc.COM NEW195$1,160<0.1%+1+0.5%加碼歷史
AQSTAquestive Therapeutics, Inc.COM281$1,169<0.1%−1,681−85.7%減碼歷史
POWWOutdoor Holding CoCOM514$1,171<0.1%+191+59.1%加碼歷史
SKYXSKYX Platforms Corp.COM1,060$1,171<0.1%+965+1,015.8%加碼歷史
GAMGeneral American Investors Co IncCOM18$1,177<0.1%−18−50.0%減碼歷史
WisdomTree Tr97717W315EMER MKT HIGH FD22$1,183<0.1%00.0%不變–
FOAFinance of America Companies Inc.CL A NEW43$1,184<0.1%+40+1,333.3%加碼歷史
USCBUscb Financial Holdings, Inc.CLASS A COM58$1,186<0.1%+20+52.6%加碼歷史
MLYSMineralys Therapeutics, Inc.COM44$1,187<0.1%−152−77.6%減碼歷史
BCAXBicara Therapeutics Inc.COM40$1,188<0.1%−275−87.3%減碼歷史
HTZHertz Global Holdings, IncCOM NEW525$1,189<0.1%−1,845−77.8%減碼歷史
NWFLNorwood Financial CorpCOM37$1,189<0.1%+1+2.8%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1,193<0.1%00.0%不變–
iShares U.S. Medical Devices ETF464288810ETF24$1,194<0.1%00.0%不變–
ISTRInvestar Holding CorpCOM40$1,198<0.1%+21+110.5%加碼歷史
KYTXKyverna Therapeutics, Inc.COM135$1,203<0.1%00.0%不變歷史
LELands' End, Inc.COM115$1,205<0.1%−9−7.3%減碼歷史
BOILProShares Trust IIULTRA BLOOMBERG44$1,207<0.1%+44新進歷史
iShares Inc464286392MSCI WORLD ETF6$1,216<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF13$1,222<0.1%00.0%不變–
SGRYSurgery Partners, Inc.Stock73$1,226<0.1%+48+192.0%加碼歷史
ABXAbacus Global Management, Inc.CL A115$1,232<0.1%−19−14.2%減碼歷史
ARAYAccuray IncCOM4,787$1,234<0.1%+3,540+283.9%加碼歷史
Global X FDS37954Y814FINTECH ETF50$1,235<0.1%00.0%不變–
RPTRithm Property Trust Inc.COM NEW SHS86$1,238<0.1%+5+6.2%加碼歷史
XPELXPEL, Inc.COM25$1,240<0.1%−13−34.2%減碼歷史
IRONDisc Medicine, Inc.COM17$1,243<0.1%−54−76.1%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