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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
LTBRLIGHTBRIDGE CorpCOM247$2,171<0.1%+193+357.4%加碼歷史
Pacer FDS Tr69374H287METAURUS NASDAQ50$2,178<0.1%00.0%不變–
BHRBraemar Hotels & Resorts Inc.COM1,014$2,190<0.1%−2,730−72.9%減碼歷史
GOSSGossamer Bio, Inc.COM13,325$2,194<0.1%+7,368+123.7%加碼歷史
BSVNBank7 Corp.COM45$2,203<0.1%+2+4.7%加碼歷史
NMFCNew Mountain Finance CorpCOM308$2,208<0.1%00.0%不變歷史
SEATVivid Seats Inc.COM CL A339$2,210<0.1%+234+222.9%加碼歷史
PNNTPennantpark Investment CorpCOM638$2,214<0.1%−1−0.2%減碼歷史
DCTHDelcath Systems, Inc.COM NEW176$2,217<0.1%+106+151.4%加碼歷史
ZLABZai Lab LtdADR117$2,223<0.1%−67−36.4%減碼歷史
OSGOctave Specialty Group IncCOM NEW360$2,246<0.1%+123+51.9%加碼歷史
CVLGCovenant Logistics Group, Inc.CL A51$2,254<0.1%+4+8.5%加碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD832$2,255<0.1%−3,978−82.7%減碼歷史
CFBKCF Bankshares Inc.COM69$2,261<0.1%−5−6.8%減碼歷史
CNXNPC Connection IncCOM31$2,263<0.1%−10−24.4%減碼歷史
VENUVenu Holding CorpCOM1,000$2,270<0.1%+999+99,900.0%加碼歷史
AKBAAkebia Therapeutics, Inc.COM1,997$2,276<0.1%+1,470+278.9%加碼歷史
PSNLPersonalis, Inc.COM170$2,278<0.1%−2−1.2%減碼歷史
iShares Tr46435G250HIGH YLD SYSTM B49$2,292<0.1%−3−5.8%減碼–
BVSBioventus Inc.COM CL A243$2,294<0.1%−755−75.7%減碼歷史
CBLLCeribell, Inc.COM118$2,294<0.1%−93−44.1%減碼歷史
PBYIPuma Biotechnology, Inc.COM284$2,303<0.1%−76−21.1%減碼歷史
MTWManitowoc Co IncCOM NEW166$2,306<0.1%−110−39.9%減碼歷史
DOMOHuckleberry.ai, Inc.Stock737$2,308<0.1%−246−25.0%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF21$2,317<0.1%+21新進–
RYAMRayonier Advanced Materials Inc.COM295$2,319<0.1%−435−59.6%減碼歷史
FVCBFVCBankcorp, Inc.COM133$2,329<0.1%+48+56.5%加碼歷史
VNOMViper Energy, Inc.CL A55$2,332<0.1%−255−82.3%減碼歷史
PNRGPrimeenergy Resources CorpCOM14$2,336<0.1%+9+180.0%加碼歷史
Pgim ETF Tr69344A206ACTV HY BD ETF67$2,337<0.1%−17−20.2%減碼–
AEBIAebi Schmidt Holding AGCOM187$2,346<0.1%−117−38.5%減碼歷史
RCKYRocky Brands, Inc.COM57$2,350<0.1%−7−10.9%減碼歷史
MAMAMama's Creations, Inc.COM132$2,356<0.1%+5+3.9%加碼歷史
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF90$2,356<0.1%00.0%不變–
PCRXPacira BioSciences, Inc.COM93$2,359<0.1%−367−79.8%減碼歷史
RMRRMR Group Inc.CL A115$2,361<0.1%−547−82.6%減碼歷史
FDBCFidelity D & D Bancorp IncCOM46$2,365<0.1%−217−82.5%減碼歷史
GSBDGoldman Sachs BDC, Inc.SHS250$2,370<0.1%00.0%不變歷史
VYGRVoyager Therapeutics, Inc.COM683$2,392<0.1%+262+62.2%加碼歷史
HURATuHURA Biosciences, Inc.COM1,023$2,393<0.1%−144−12.3%減碼歷史
VLGEAVillage Super Market IncCL A NEW57$2,404<0.1%−1−1.7%減碼歷史
METCRamaco Resources, Inc.COM CL A183$2,422<0.1%+168+1,120.0%加碼歷史
JBSJBS N.V.ADR205$2,425<0.1%+17+9.0%加碼歷史
LLYVALiberty Live Holdings, Inc.COM SER A24$2,431<0.1%+4+20.0%加碼歷史
CMPXCompass Therapeutics, Inc.COM1,114$2,440<0.1%−5,028−81.9%減碼歷史
Natixis ETF Trust II63875W406NATIXIS LOOMIS58$2,446<0.1%+58新進–
WisdomTree Tr97717W851JAPN HEDGE EQT14$2,452<0.1%00.0%不變–
LENZLENZ Therapeutics, Inc.COM432$2,453<0.1%+272+170.0%加碼歷史
DYNDyne Therapeutics, Inc.COM111$2,465<0.1%−4−3.5%減碼歷史
SBSWSibanye Stillwater LtdSPONSORED ADR291$2,470<0.1%−10,641−97.3%減碼歷史
NPBNorthpointe Bancshares IncCOM SHS129$2,474<0.1%+21+19.4%加碼歷史
AVOMission Produce, Inc.COM210$2,476<0.1%−802−79.2%減碼歷史
COFSChoiceone Financial Services IncCOM73$2,482<0.1%+54+284.2%加碼歷史
UTMDUtah Medical Products IncCOM36$2,483<0.1%+2+5.9%加碼歷史
CPSCooper-Standard Holdings Inc.COM92$2,488<0.1%−22−19.3%減碼歷史
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2,489<0.1%00.0%不變–
NFBKNorthfield Bancorp, Inc.COM169$2,490<0.1%−1,499−89.9%減碼歷史
SBGISinclair, Inc.CL A175$2,495<0.1%−42−19.4%減碼歷史
NTGRNetgear, Inc.COM107$2,499<0.1%+13+13.8%加碼歷史
RNSTRenasant CorpCOM59$2,509<0.1%−368−86.2%減碼歷史
OPRXOptimizeRx CorpCOM NEW439$2,511<0.1%+236+116.3%加碼歷史
TCPCBlackRock TCP Capital Corp.COM750$2,520<0.1%00.0%不變歷史
CURVTorrid Holdings Inc.COM1,352$2,527<0.1%+832+160.0%加碼歷史
MNRMach Natural Resources LPCOM UN LT PA IN200$2,528<0.1%00.0%不變歷史
INDIindie Semiconductor, Inc.CLASS A COM563$2,528<0.1%−273−32.7%減碼歷史
ADEAAdeia Inc.COM77$2,536<0.1%+5+6.9%加碼歷史
BBWBuild-A-Bear Workshop IncCOM83$2,541<0.1%−178−68.2%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF53$2,542<0.1%−1,174−95.7%減碼–
OSUROrasure Technologies IncCOM572$2,551<0.1%+317+124.3%加碼歷史
TSSITSS, Inc.COM208$2,558<0.1%−56−21.2%減碼歷史
MDLNMedline Inc.COM CL A65$2,564<0.1%+21+47.7%加碼歷史
NNNNAnbio BiotechnologySHS CL A187$2,564<0.1%−79−29.7%減碼歷史
KMTSKestra Medical Technologies, Ltd.SHS101$2,569<0.1%+25+32.9%加碼歷史
AKTSAktis Oncology, Inc.COM80$2,578<0.1%+80新進歷史
TBITrueBlue, Inc.COM370$2,580<0.1%+222+150.0%加碼歷史
BFSSaul Centers, Inc.COM69$2,580<0.1%−235−77.3%減碼歷史
ETHWBitwise Ethereum ETFSHS229$2,583<0.1%−1,935−89.4%減碼歷史
ZVIAZevia PBCCL A1,586$2,586<0.1%+971+157.9%加碼歷史
CDZICadiz IncCOM NEW621$2,595<0.1%−142−18.6%減碼歷史
CHYMChime Financial, Inc.COM SHS CL A127$2,601<0.1%−212−62.5%減碼歷史
TBPHTheravance Biopharma, Inc.COM153$2,601<0.1%−699−82.0%減碼歷史
XRPNArmada Acquisition Corp. IICOM250$2,605<0.1%00.0%不變歷史
GBTGGlobal Business Travel Group, Inc.COM CL A278$2,609<0.1%+184+195.7%加碼歷史
AMALAmalgamated Financial Corp.COM57$2,616<0.1%−23−28.7%減碼歷史
BELFABel Fuse IncCL A9$2,621<0.1%+7+350.0%加碼歷史
KEELKeel Infrastructure Corp.COM SHS457$2,623<0.1%+457新進歷史
Fidelity Covington Trust316092303CONSMR STAPLES50$2,627<0.1%00.0%不變–
ALECAlector, Inc.COM1,309$2,631<0.1%+422+47.6%加碼歷史
FLGTFulgent Genetics, Inc.COM129$2,647<0.1%+108+514.3%加碼歷史
MBXMBX Biosciences, Inc.COM48$2,649<0.1%+23+92.0%加碼歷史
PGENPrecigen, Inc.COM466$2,657<0.1%−1,549−76.9%減碼歷史
PMLPIMCO Municipal Income Fund IICOM350$2,664<0.1%00.0%不變歷史
LAWCS Disco, Inc.COM706$2,670<0.1%+173+32.5%加碼歷史
AKRAcadia Realty TrustCOM SH BEN INT128$2,676<0.1%−1,895−93.7%減碼歷史
First BK Williamstown New Je31931U102COM151$2,677<0.1%+58+62.4%加碼–
FIGFigma, Inc.Stock148$2,678<0.1%+58+64.4%加碼歷史
CARSCars.com Inc.COM245$2,680<0.1%+164+202.5%加碼歷史
MYOMyomo, Inc.COM NEW2,579$2,682<0.1%+1,252+94.3%加碼歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10059$2,690<0.1%00.0%不變–
HLMNHillman Solutions Corp.COM319$2,692<0.1%−266−45.5%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