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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
Capitol Ser Tr14064D519HULL TACTICAL38$1,666<0.1%+38新進–
TBBBBBB Foods IncCL A COM40$1,667<0.1%+40新進歷史
PXEDPhoenix Education Partners, Inc.COM51$1,675<0.1%+33+183.3%加碼歷史
Putnam ETF Trust746729300FOCUSED LAR CAP33$1,681<0.1%+33新進–
DHDefinitive Healthcare Corp.CLASS A COM2,028$1,686<0.1%+824+68.4%加碼歷史
VMDViemed Healthcare, Inc.COM148$1,687<0.1%−22−12.9%減碼歷史
MTUSMetallus Inc.COM91$1,701<0.1%−1,020−91.8%減碼歷史
AIVApartment Investment & Management CoCL A573$1,702<0.1%+304+113.0%加碼歷史
FRPTFreshpet, Inc.Stock29$1,715<0.1%−939−97.0%減碼歷史
WSEWise Group plcORD SHS CLASS A144$1,715<0.1%+144新進歷史
RBBNRibbon Communications Inc.COM734$1,717<0.1%+337+84.9%加碼歷史
IMRXImmuneering CorpCLASS A COM345$1,722<0.1%00.0%不變歷史
RMRegional Management Corp.COM42$1,730<0.1%+13+44.8%加碼歷史
FCCOFirst Community CorpCOM53$1,733<0.1%+25+89.3%加碼歷史
BILLBILL Holdings, Inc.Stock48$1,735<0.1%−87−64.4%減碼歷史
SCDLMP Capital & Income Fund Inc.COM111$1,737<0.1%+111新進歷史
CMDBCostamare Bulkers Holdings LtdCOM SHS99$1,739<0.1%−124−55.6%減碼歷史
IKTInhibikase Therapeutics, Inc.COM NEW857$1,740<0.1%+644+302.3%加碼歷史
TZOOTravelzooCOM NEW149$1,740<0.1%+63+73.3%加碼歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$1,742<0.1%00.0%不變–
First Tr Exchange-Traded Alp33735B108COM SHS12$1,756<0.1%00.0%不變–
PBFSPioneer Bancorp, Inc.COM103$1,758<0.1%−4−3.7%減碼歷史
AUGOAura Minerals Inc.SHS28$1,763<0.1%−97−77.6%減碼歷史
NAGENiagen Bioscience, Inc.COM NEW555$1,770<0.1%−158−22.2%減碼歷史
DSGRDistribution Solutions Group, Inc.COM65$1,778<0.1%−86−57.0%減碼歷史
HCATHealth Catalyst, Inc.COM896$1,783<0.1%+309+52.6%加碼歷史
DBIDesigner Brands Inc.CL A307$1,790<0.1%−172−35.9%減碼歷史
MVBFMVB Financial CorpCOM62$1,798<0.1%−266−81.1%減碼歷史
EUenCore Energy Corp.COM NEW1,374$1,800<0.1%+143+11.6%加碼歷史
LFVNLifevantage CorpCOM NEW290$1,810<0.1%+115+65.7%加碼歷史
PLBCPlumas BancorpCOM31$1,811<0.1%+11+55.0%加碼歷史
EPMEvolution Petroleum CorpCOM494$1,818<0.1%+370+298.4%加碼歷史
EBMTEagle Bancorp Montana, Inc.COM76$1,819<0.1%+10+15.2%加碼歷史
BWFGBankwell Financial Group, Inc.COM31$1,822<0.1%+18+138.5%加碼歷史
FSBWFS Bancorp, Inc.COM42$1,822<0.1%−272−86.6%減碼歷史
VTSVitesse Energy, Inc.COMMON STOCK116$1,829<0.1%+67+136.7%加碼歷史
UAMYUnited States Antimony CorpCOM252$1,830<0.1%+245+3,500.0%加碼歷史
FNWDFinward BancorpCOM50$1,839<0.1%−4−7.4%減碼歷史
CORZCore Scientific, Inc.COM72$1,843<0.1%−30−29.4%減碼歷史
BCMLBayCom CorpCOM56$1,843<0.1%−5,185−98.9%減碼歷史
FULCFulcrum Therapeutics, Inc.COM504$1,844<0.1%+95+23.2%加碼歷史
DCGODocGo Inc.COM3,586$1,851<0.1%+1,400+64.0%加碼歷史
CLARClarus CorpCOM590$1,859<0.1%+193+48.6%加碼歷史
LUCDLucid Diagnostics Inc.COM1,738$1,860<0.1%+1,339+335.6%加碼歷史
ALXOAlx Oncology Holdings IncCOM905$1,873<0.1%00.0%不變歷史
EYPTEyePoint, Inc.COM NEW131$1,873<0.1%−18−12.1%減碼歷史
GAMEGameSquare Holdings, Inc.COM4,750$1,876<0.1%−1,000−17.4%減碼歷史
UPBUpstream Bio, Inc.COM272$1,882<0.1%+50+22.5%加碼歷史
OBTCOsprey Bitcoin TrustCommon Stock100$1,883<0.1%00.0%不變歷史
SHENShenandoah Telecommunications CoCOM125$1,884<0.1%−28−18.3%減碼歷史
LOVELovesac CoCOM113$1,886<0.1%+108+2,160.0%加碼歷史
FMAOFarmers & Merchants Bancorp IncCOM62$1,895<0.1%+32+106.7%加碼歷史
VCXFundrise Innovation Fund, LLCCOM SHS22$1,901<0.1%+22新進歷史
PHVSPharvaris N.V.COM55$1,902<0.1%+55新進歷史
ERIIEnergy Recovery, Inc.COM211$1,903<0.1%+1+0.5%加碼歷史
SGHTSight Sciences, Inc.COM352$1,907<0.1%+91+34.9%加碼歷史
KCKingsoft Cloud Holdings LtdADS211$1,909<0.1%−64−23.3%減碼歷史
ACELAccel Entertainment, Inc.COM CL A1152$1,916<0.1%+26+20.6%加碼歷史
GLREGreenlight Capital Re, Ltd.CLASS A119$1,925<0.1%+16+15.5%加碼歷史
OPRTOportun Financial CorpCOM339$1,936<0.1%+152+81.3%加碼歷史
NREFNexPoint Real Estate Finance, Inc.COM125$1,938<0.1%+6+5.0%加碼歷史
LUNGPulmonx CorpCOM1,491$1,938<0.1%−3,334−69.1%減碼歷史
ASLEAerSale CorpCOM307$1,941<0.1%+158+106.0%加碼歷史
CEPUCentral Puerto S.A.SPONSORED ADR131$1,947<0.1%+77+142.6%加碼歷史
NNOXNano-X Imaging Ltd.ORD SHS1,699$1,971<0.1%+155+10.0%加碼歷史
BRCBBlack Rock Coffee Bar, Inc.CL A238$1,973<0.1%+84+54.5%加碼歷史
RVSBRiverview Bancorp IncCOM364$1,977<0.1%+194+114.1%加碼歷史
PACKRanpak Holdings Corp.COM CL A272$1,988<0.1%−20−6.8%減碼歷史
NFENew Fortress Energy Inc.COM CL A5,485$1,991<0.1%−2,363−30.1%減碼歷史
Innov Prem Inc 20 Barr-July45783Y582ETP80$1,992<0.1%00.0%不變–
RIGLRigel Pharmaceuticals IncCOM51$1,995<0.1%−167−76.6%減碼歷史
LEGHLegacy Housing CorpCOM76$1,997<0.1%+41+117.1%加碼歷史
OCGNOcugen, Inc.COM1,305$1,997<0.1%+55+4.4%加碼歷史
FLXSFlexsteel Industries IncCOM27$2,010<0.1%+2+8.0%加碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF39$2,015<0.1%−33−45.8%減碼–
FENCFennec Pharmaceuticals Inc.COM188$2,022<0.1%+8+4.4%加碼歷史
MYFWFirst Western Financial IncCOM63$2,022<0.1%+13+26.0%加碼歷史
NGSNatural Gas Services Group IncCOM47$2,028<0.1%+17+56.7%加碼歷史
CTOCTO Realty Growth, Inc.COM95$2,043<0.1%−409−81.2%減碼歷史
STCStewart Information Services CorpCOM31$2,046<0.1%−198−86.5%減碼歷史
CPRICapri Holdings LtdSHS111$2,061<0.1%+18+19.4%加碼歷史
ALCOAlico, Inc.COM50$2,068<0.1%−292−85.4%減碼歷史
NRDYNerdy Inc.CL A COM2,261$2,071<0.1%+779+52.6%加碼歷史
HFWAHeritage Financial CorpCOM70$2,073<0.1%−1,917−96.5%減碼歷史
PAGPPlains GP Holdings LPLTD PARTNR INT A86$2,087<0.1%00.0%不變歷史
CLPTClearPoint Neuro, Inc.COM117$2,087<0.1%+21+21.9%加碼歷史
REAXReal REMAX Group Inc.COM NEW1,153$2,099<0.1%+363+45.9%加碼歷史
OLPOne Liberty Properties IncCOM86$2,101<0.1%−752−89.7%減碼歷史
XENEXenon Pharmaceuticals Inc.COM35$2,113<0.1%−42−54.5%減碼歷史
NNENano Nuclear Energy Inc.COM100$2,114<0.1%+22+28.2%加碼歷史
PKOHPark Ohio Holdings CorpCOM55$2,114<0.1%−6−9.8%減碼歷史
KLTRKaltura IncCOM1,642$2,135<0.1%+757+85.5%加碼歷史
CMCLCaledonia Mining Corp PlcSHS NEW112$2,138<0.1%−1,656−93.7%減碼歷史
SEPNSepterna, Inc.COM64$2,142<0.1%−4−5.9%減碼歷史
CARLCarlsmed, Inc.COM207$2,149<0.1%+207新進歷史
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$2,152<0.1%00.0%不變–
BHBBar Harbor BanksharesCOM57$2,154<0.1%+43+307.1%加碼歷史
STOKStoke Therapeutics, Inc.COM66$2,160<0.1%−1,771−96.4%減碼歷史
BFLYButterfly Network, Inc.COM CL A257$2,164<0.1%+64+33.2%加碼歷史
GWRSGlobal Water Resources, Inc.COM300$2,171<0.1%+227+311.0%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