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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
TITNTitan Machinery Inc.COM59$1,246<0.1%+53+883.3%加碼歷史
LCNBLCNB CorpCOM71$1,249<0.1%+5+7.6%加碼歷史
DSPViant Technology Inc.COM CL A100$1,265<0.1%+9+9.9%加碼歷史
DCDakota Gold Corp.COM297$1,266<0.1%00.0%不變歷史
MLCOMelco Resorts & Entertainment LTDADR242$1,275<0.1%−640−72.6%減碼歷史
MRDNMeridian Holdings Inc.COM92$1,280<0.1%+77+513.3%加碼歷史
OABIOmniAb, Inc.COM521$1,281<0.1%+11+2.2%加碼歷史
SSPE.W. Scripps CoCL A NEW464$1,285<0.1%−7−1.5%減碼歷史
DXYZDestiny Tech100 Inc.CEF50$1,288<0.1%+50新進歷史
PRSUPursuit Attractions & Hospitality, Inc.COM23$1,288<0.1%+6+35.3%加碼歷史
OLMAOlema Pharmaceuticals, Inc.COM103$1,288<0.1%+48+87.3%加碼歷史
VABKVirginia National Bankshares CorpCOM29$1,288<0.1%−5−14.7%減碼歷史
NXENexGen Energy Ltd.COM138$1,296<0.1%−57−29.2%減碼歷史
BTCGrayscale Bitcoin Mini Trust ETFETF50$1,298<0.1%+12+31.6%加碼歷史
PANLPangaea Logistics Solutions Ltd.SHS200$1,300<0.1%−374−65.2%減碼歷史
FLWS1 800 Flowers Com IncCL A374$1,302<0.1%+164+78.1%加碼歷史
ACHAccendra Health IncStock381$1,303<0.1%−17−4.3%減碼歷史
CSVCarriage Services IncCOM34$1,303<0.1%−7−17.1%減碼歷史
FBLAFB Bancorp, Inc.COM88$1,325<0.1%+41+87.2%加碼歷史
PFISPeoples Financial Services Corp.COM20$1,327<0.1%+5+33.3%加碼歷史
INTGIntergroup CorpCOM28$1,345<0.1%+28新進歷史
First Trust Cloud Computing ETF33734X192ETF10$1,346<0.1%00.0%不變–
ORRFOrrstown Financial Services IncCOM33$1,347<0.1%−180−84.5%減碼歷史
DAKTDaktronics IncCOM69$1,350<0.1%−224−76.5%減碼歷史
BNAIBrand Engagement Network Inc.COM79$1,352<0.1%+79新進歷史
INNVInnovAge Holding Corp.COM114$1,352<0.1%+11+10.7%加碼歷史
LUCKLucky Strike Entertainment CorpCL A COM181$1,354<0.1%+181新進歷史
NEGGNewegg Commerce, Inc.COM83$1,360<0.1%+83新進歷史
IEIvanhoe Electric Inc.COM143$1,374<0.1%−522−78.5%減碼歷史
STAAStaar Surgical CoCOM PAR $0.0148$1,378<0.1%−97−66.9%減碼歷史
BLSHBullishORD SHS59$1,382<0.1%−439−88.2%減碼歷史
TEADTeads Holding Co.COM1,804$1,384<0.1%+530+41.6%加碼歷史
BALYBally's CorpCOMMON STOCK102$1,399<0.1%+72+240.0%加碼歷史
NKLRTerra Innovatum Global N.V.COM285$1,402<0.1%+285新進歷史
TYRATyra Biosciences, Inc.COM44$1,406<0.1%−84−65.6%減碼歷史
BBCPConcrete Pumping Holdings, Inc.COM117$1,409<0.1%−3−2.5%減碼歷史
IIIInformation Services Group Inc.COM344$1,414<0.1%+141+69.5%加碼歷史
Global X FDS37954Y483NASDAQ 100 COVER77$1,419<0.1%00.0%不變–
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1,426<0.1%00.0%不變–
NGNovagold Resources IncCOM NEW239$1,427<0.1%−1,348−84.9%減碼歷史
ALHAlliance Laundry Holdings Inc.COM54$1,432<0.1%+25+86.2%加碼歷史
AEYEAudioeye IncCOM NEW247$1,435<0.1%+192+349.1%加碼歷史
SIShoulder Innovations, Inc.COMMON STOCK71$1,440<0.1%+69+3,450.0%加碼歷史
EZETFranklin Ethereum TrustETHEREUM ETF121$1,445<0.1%00.0%不變歷史
CRDFCardiff Oncology, Inc.COM1,115$1,449<0.1%+760+214.1%加碼歷史
JYNTJOINT CorpCOM165$1,449<0.1%+61+58.7%加碼歷史
BANCBanc of California, Inc.COM71$1,450<0.1%−1,989−96.6%減碼歷史
OPFIOppFi Inc.COM CL A146$1,450<0.1%+144+7,200.0%加碼歷史
ASPIASP Isotopes Inc.COM234$1,456<0.1%+223+2,027.3%加碼歷史
BARKBark, Inc.COM NEW146$1,457<0.1%+19+15.1%加碼依 1 比 20 拆股換算歷史
ASMAvino Silver & Gold Mines LtdCOM230$1,458<0.1%+230新進歷史
TKNOAlpha Teknova, Inc.COM258$1,465<0.1%+88+51.8%加碼歷史
EHEHang Holdings LtdADS224$1,467<0.1%+224新進歷史
GCBCGreene County Bancorp IncCOM44$1,478<0.1%−6−12.0%減碼歷史
GCTGigaCloud Technology IncStock47$1,485<0.1%−163−77.6%減碼歷史
SWBISmith & Wesson Brands, Inc.COM99$1,489<0.1%+11+12.5%加碼歷史
WFGWest Fraser Timber Co., LtdCOM22$1,489<0.1%−101−82.1%減碼歷史
TRAXFirst Tracks Biotherapeutics, Inc.ORD SHS74$1,489<0.1%+74新進歷史
AVDAmerican Vanguard CorpCOM533$1,492<0.1%−91−14.6%減碼歷史
KROKronos Worldwide IncCOM237$1,500<0.1%+140+144.3%加碼歷史
CLBCore Laboratories Inc.COM129$1,503<0.1%−513−79.9%減碼歷史
DOUGDouglas Elliman Inc.COM849$1,503<0.1%+585+221.6%加碼歷史
THTarget Hospitality Corp.COM74$1,507<0.1%−56−43.1%減碼歷史
ABEOAbeona Therapeutics Inc.COM NEW244$1,508<0.1%+108+79.4%加碼歷史
ASMBAssembly Biosciences, Inc.COM NEW55$1,511<0.1%00.0%不變歷史
STHOStar HoldingsSHS BEN INT166$1,516<0.1%−712−81.1%減碼歷史
FPIFarmland Partners Inc.COM157$1,520<0.1%−68−30.2%減碼歷史
HIPOHippo Holdings Inc.COM NEW54$1,526<0.1%+12+28.6%加碼歷史
PVLAPalvella Therapeutics, Inc.COM10$1,528<0.1%+3+42.9%加碼歷史
COTYCoty Inc.COM CL A709$1,532<0.1%−223−23.9%減碼歷史
ONEWOneWater Marine Inc.CL A COM136$1,533<0.1%+122+871.4%加碼歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS45$1,538<0.1%00.0%不變歷史
BVFLBV Financial, Inc.COM NEW73$1,545<0.1%+5+7.4%加碼歷史
CCNECNB Financial CorpCOM46$1,551<0.1%−3−6.1%減碼歷史
MESOMesoblast LtdADR115$1,556<0.1%−41−26.3%減碼歷史
ALTIAlTi Global, Inc.CL A432$1,561<0.1%+198+84.6%加碼歷史
MNTNMNTN, Inc.CL A170$1,564<0.1%−1,389−89.1%減碼歷史
TSATTelesat CorpCL A & CL B SHS31$1,569<0.1%+31新進歷史
CRNXCrinetics Pharmaceuticals, Inc.COM42$1,572<0.1%−55−56.7%減碼歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM77$1,572<0.1%+1+1.3%加碼歷史
FRPHFRP Holdings, Inc.COM63$1,575<0.1%−271−81.1%減碼歷史
TLRYTilray Brands, Inc.COM352$1,580<0.1%+196+125.6%加碼歷史
CCBGCapital City Bank Group IncCOM32$1,582<0.1%−321−90.9%減碼歷史
ProShares Bitcoin ETF74347G440ETF199$1,588<0.1%00.0%不變–
PNTGPennant Group, Inc.COM43$1,589<0.1%−8−15.7%減碼歷史
WTBAWest Bancorporation IncCAP STK60$1,591<0.1%−382−86.4%減碼歷史
WLFCWillis Lease Finance CorpCOM7$1,602<0.1%−3−30.0%減碼歷史
PLSEPulse Biosciences, Inc.COM58$1,608<0.1%−291−83.4%減碼歷史
iShares Inc464286806MSCI GERMANY ETF39$1,613<0.1%00.0%不變–
CMTGClaros Mortgage Trust, Inc.COMMON STOCK688$1,616<0.1%+208+43.3%加碼歷史
MRBKMeridian CorpCOM81$1,622<0.1%+81新進歷史
SEGSeaport Entertainment Group Inc.COMMON STOCK61$1,623<0.1%+27+79.4%加碼歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS155$1,626<0.1%−155−50.0%減碼歷史
WYFIWhiteFiber, Inc.SHS42$1,632<0.1%+42新進歷史
CSIQCanadian Solar Inc.COM102$1,634<0.1%00.0%不變歷史
FNLCFirst Bancorp, IncCOM47$1,637<0.1%−8−14.5%減碼歷史
ESPREsperion Therapeutics, Inc.COM521$1,646<0.1%−426−45.0%減碼歷史
HZOMarinemax IncCOM45$1,647<0.1%−604−93.1%減碼歷史
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1,661<0.1%−933−50.0%減碼歷史
HBTHBT Financial, Inc.COM52$1,664<0.1%−445−89.5%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