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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
AOSLAlpha & Omega Semiconductor LtdSHS57$2,697<0.1%+19+50.0%加碼歷史
WOLFWolfspeed, Inc.COMMON STOCK56$2,702<0.1%+2+3.7%加碼歷史
TGBTrekor Metals LtdCOM393$2,704<0.1%+393新進歷史
OGCOceanaGold CorpCOM108$2,709<0.1%+108新進歷史
BLNDBlend Labs, Inc.CL A1,590$2,719<0.1%−277−14.8%減碼歷史
BRCCBRC Inc.COM CL A2,451$2,720<0.1%+622+34.0%加碼歷史
HRIHerc Holdings IncCOM19$2,723<0.1%−91−82.7%減碼歷史
EGYVaalco Energy IncCOM NEW537$2,729<0.1%−112−17.3%減碼歷史
CCUUnited Breweries Co IncSPONSORED ADR244$2,733<0.1%−2,292−90.4%減碼歷史
CLNEClean Energy Fuels Corp.COM1,333$2,733<0.1%+477+55.7%加碼歷史
SGHCSuper Group (SGHC) LtdORD SHS202$2,738<0.1%−885−81.4%減碼歷史
DDD3D Systems CorpCOM NEW908$2,742<0.1%+220+32.0%加碼歷史
CHAChagee Holdings Ltd.SPONSORED ADS230$2,765<0.1%+230新進歷史
LXEOLexeo Therapeutics, Inc.COM594$2,765<0.1%−207−25.8%減碼歷史
PALProficient Auto Logistics, IncCOM407$2,772<0.1%−24−5.6%減碼歷史
ATNIATN International, Inc.COM105$2,781<0.1%−393−78.9%減碼歷史
BKKTBakkt, Inc.COM CL A NEW358$2,796<0.1%−200−35.8%減碼歷史
HROWHarrow, Inc.COM66$2,803<0.1%00.0%不變歷史
AORTArtivion, Inc.COM125$2,808<0.1%+50+66.7%加碼歷史
SIDUSidus Space Inc.CLASS A COM1,000$2,810<0.1%00.0%不變歷史
SRIStoneridge IncCOM385$2,818<0.1%−21−5.2%減碼歷史
USARUSA Rare Earth, Inc.Stock131$2,827<0.1%+131新進歷史
NPWRNet Power Inc.COM CL A1,692$2,827<0.1%+764+82.3%加碼歷史
SLDBSolid Biosciences Inc.COM NEW283$2,827<0.1%+283新進歷史
STRZStarz Entertainment CorpCOM98$2,829<0.1%+1+1.0%加碼歷史
GRSDGRANDSTAND LtdORDINARY SHARES1,495$2,840<0.1%+942+170.3%加碼歷史
Invesco Exchange Traded FD T46137V118GBL LISTED PVT51$2,849<0.1%+1+2.0%加碼–
INMBInmune Bio, Inc.COM1,754$2,859<0.1%+816+87.0%加碼歷史
IRMDIradimed CorpCOM30$2,867<0.1%+7+30.4%加碼歷史
Unified Ser Tr90470L527ONEASCENT LARGE70$2,872<0.1%00.0%不變–
QTEXQTREX Quantum Ltd.SHS2,000$2,880<0.1%+2,000新進歷史
EWTXEdgewise Therapeutics, Inc.COM71$2,884<0.1%−104−59.4%減碼歷史
ATKRAtkore Inc.COM38$2,889<0.1%−16−29.6%減碼歷史
Innovator ETFs Tr45783Y830US EQTY ACCELRTD80$2,890<0.1%00.0%不變–
RZLTRezolute, Inc.COM NEW556$2,891<0.1%+511+1,135.6%加碼歷史
NVRIEnviri CorpCOM132$2,898<0.1%+132新進歷史
BKSYBlackSky Technology Inc.CL A NEW104$2,904<0.1%−33−24.1%減碼歷史
PROPPrairie Operating Co.Stock4,026$2,905<0.1%+2,783+223.9%加碼歷史
MEDMedifast IncCOM274$2,907<0.1%+115+72.3%加碼歷史
First Tr Exchng Traded FD VI33740F730FT VEST US EQT62$2,921<0.1%00.0%不變–
CGNTCognyte Software Ltd.ORD SHS333$2,924<0.1%+333新進歷史
ARCTArcturus Therapeutics Holdings Inc.COM436$2,930<0.1%+325+292.8%加碼歷史
OVLYOak Valley BancorpCOM87$2,936<0.1%+4+4.8%加碼歷史
PAYSPaysign, Inc.COM360$2,949<0.1%−740−67.3%減碼歷史
AIRIAir Industries GroupCOM NEW977$2,951<0.1%00.0%不變歷史
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2,957<0.1%00.0%不變–
TSBKTimberland Bancorp IncCOM66$2,957<0.1%−456−87.4%減碼歷史
JHXJames Hardie Industries plcStock113$2,958<0.1%−153−57.5%減碼歷史
ELFe.l.f. Beauty, Inc.COM40$2,960<0.1%−673−94.4%減碼歷史
ALGAlamo Group IncCOM18$2,960<0.1%−44−71.0%減碼歷史
RCELAVITA Medical, Inc.COM717$2,961<0.1%+433+152.5%加碼歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$2,961<0.1%−75−88.2%減碼–
DOLEDole plcORD SHS216$2,964<0.1%−3,294−93.8%減碼歷史
MHMcGraw Hill, Inc.COM313$2,964<0.1%−301−49.0%減碼歷史
VSTMVerastem, Inc.COM NEW777$2,968<0.1%+300+62.9%加碼歷史
COCOVita Coco Company, Inc.COM45$2,976<0.1%−319−87.6%減碼歷史
VZLAVizsla Silver Corp.COM NEW903$2,980<0.1%−797−46.9%減碼歷史
CWBCCommunity West BancsharesCOM111$2,982<0.1%+12+12.1%加碼歷史
CHMGChemung Financial CorpCOM40$2,983<0.1%+2+5.3%加碼歷史
RBCAARepublic Bancorp IncCL A33$2,984<0.1%−12−26.7%減碼歷史
XEX-Energy, Inc.COM CL A163$2,993<0.1%+163新進歷史
GETYGetty Images Holdings, Inc.CL A COM3,500$3,010<0.1%+2,172+163.6%加碼歷史
UNFIUnited Natural Foods IncCOM66$3,014<0.1%−659−90.9%減碼歷史
ATLOAmes National CorpCOM102$3,020<0.1%+13+14.6%加碼歷史
RGCRegencell Bioscience Holdings LtdORDINARY SHARES498$3,033<0.1%−420−45.8%減碼歷史
BGSB&G Foods, Inc.COM764$3,040<0.1%−1,712−69.1%減碼歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$3,045<0.1%00.0%不變–
EVHEvolent Health, Inc.CL A562$3,046<0.1%+191+51.5%加碼歷史
EPACEnerpac Tool Group CorpCL A COM85$3,048<0.1%+50+142.9%加碼歷史
QTTBQ32 Bio Inc.COM240$3,058<0.1%−4,400−94.8%減碼歷史
ONITOnity Group Inc.COM NEW77$3,062<0.1%−87−53.0%減碼歷史
AMPHAmphastar Pharmaceuticals, Inc.COM152$3,067<0.1%+128+533.3%加碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A533$3,091<0.1%+86+19.2%加碼歷史
RNAAtrium Therapeutics, Inc.COM230$3,093<0.1%+226+5,650.0%加碼歷史
NUSNu Skin Enterprises, Inc.CL A586$3,094<0.1%−1,977−77.1%減碼歷史
LIONLionsgate Studios Corp.COM203$3,108<0.1%−252−55.4%減碼歷史
VERXVertex, Inc.Stock272$3,122<0.1%−46−14.5%減碼歷史
DHCDiversified Healthcare TrustCOM SH BEN INT336$3,125<0.1%+197+141.7%加碼歷史
BORRBorr Drilling LtdSHS758$3,131<0.1%−91−10.7%減碼歷史
ELVRElevra Lithium LtdSPONSORED ADS46$3,135<0.1%−21−31.3%減碼歷史
KIDSOrthopediatrics CorpCOM164$3,137<0.1%+158+2,633.3%加碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG145$3,139<0.1%−536−78.7%減碼–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$3,140<0.1%00.0%不變–
AMRZAmrize LtdSHS59$3,145<0.1%−54−47.8%減碼歷史
BCALCalifornia BanCorpCOM151$3,147<0.1%−719−82.6%減碼歷史
HAPNHappen, Inc.COM NEW152$3,152<0.1%−35−18.7%減碼歷史
SKILSkillsoft Corp.CL A609$3,155<0.1%+327+116.0%加碼歷史
SRADSportradar Group AGCLASS A ORD SHS211$3,159<0.1%+211新進歷史
FOURShift4 Payments, Inc.CL A65$3,161<0.1%−191−74.6%減碼歷史
NRIMNorthrim Bancorp IncCOM114$3,161<0.1%−519−82.0%減碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG108$3,167<0.1%−639−85.5%減碼–
HAINHain Celestial Group IncCOM5,667$3,175<0.1%+1,557+37.9%加碼歷史
ANNXAnnexon, Inc.COM559$3,191<0.1%−32−5.4%減碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$3,199<0.1%00.0%不變–
Franklin Templeton ETF Tr35473P819FTSE CHINA157$3,205<0.1%−2,205−93.4%減碼–
SUPNSupernus Pharmaceuticals, Inc.COM69$3,210<0.1%−4,790−98.6%減碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL64$3,232<0.1%+48+300.0%加碼–
FFFutureFuel Corp.COM717$3,241<0.1%+524+271.5%加碼歷史
LFMDLifeMD, Inc.COM789$3,259<0.1%+543+220.7%加碼歷史
PONYPony AI Inc.SPONSORED ADS471$3,273<0.1%+275+140.3%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