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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
SIMOSilicon Motion Technology CORPSPONSORED ADR745$24.8 萬<0.1%−414−35.7%減碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,750$24.8 萬<0.1%−33−1.9%減碼–
FCFSFirstCash Holdings, Inc.COM1,145$24.8 萬<0.1%−992−46.4%減碼歷史
RMBSRambus IncCOM1,849$24.5 萬<0.1%−339−15.5%減碼歷史
DXCMDexcom IncCOM3,638$24.5 萬<0.1%+1,409+63.2%加碼歷史
ACGLArch Capital Group Ltd.Stock2,523$24.5 萬<0.1%−1,881−42.7%減碼歷史
WATWaters CorpCOM651$24.4 萬<0.1%−128−16.4%減碼歷史
HDBHDFC Bank LtdSPONSORED ADS9,437$24.4 萬<0.1%−3,949−29.5%減碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF11,958$24.4 萬<0.1%+2,425+25.4%加碼–
EAElectronic Arts Inc.COM1,186$24.3 萬<0.1%−972−45.0%減碼歷史
AEMAgnico Eagle Mines LtdStock1,553$24.1 萬<0.1%−524−25.2%減碼歷史
YUMYum Brands IncStock1,507$24.1 萬<0.1%−419−21.8%減碼歷史
IDAIdacorp IncCOM1,588$24.0 萬<0.1%+125+8.5%加碼歷史
Vanguard Mun BD FDS922907738INTERMEDIATE TRM2,373$24.0 萬<0.1%−2,022−46.0%減碼–
LSTRLandstar System IncCOM1,156$23.9 萬<0.1%−100−8.0%減碼歷史
EEni SpASPONSORED ADR5,098$23.9 萬<0.1%−2,303−31.1%減碼歷史
LIILennox International IncCOM416$23.9 萬<0.1%−55−11.7%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,266$23.8 萬<0.1%−273−17.7%減碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM2,732$23.8 萬<0.1%+253+10.2%加碼歷史
BlackRock ETF Trust09290C665ISHA SYST AL ETF8,451$23.7 萬<0.1%+8,451新進–
ZWSZurn Elkay Water Solutions CorpCOM4,674$23.6 萬<0.1%−910−16.3%減碼歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL7,069$23.5 萬<0.1%00.0%不變–
NOKNokia CorpSPONSORED ADR17,689$23.5 萬<0.1%−6,275−26.2%減碼歷史
KVUEKenvue Inc.Stock12,251$23.4 萬<0.1%−11,994−49.5%減碼歷史
RGAReinsurance Group of America IncCOM NEW1,095$23.3 萬<0.1%−692−38.7%減碼歷史
CVSACovista Inc.COM1,865$23.2 萬<0.1%−128−6.4%減碼歷史
LBRTLiberty Energy Inc.COM CL A8,871$23.2 萬<0.1%−1,085−10.9%減碼歷史
JKHYJack Henry & Associates IncStock1,680$23.1 萬<0.1%+100+6.3%加碼歷史
POWIPower Integrations IncCOM2,752$23.1 萬<0.1%+1,938+238.1%加碼歷史
AAAlcoa CorpStock4,412$23.0 萬<0.1%−1,071−19.5%減碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,192$23.0 萬<0.1%−3,192−50.0%減碼–
TWLOTwilio IncCL A1,114$23.0 萬<0.1%−291−20.7%減碼歷史
PODDInsulet CorpStock1,508$23.0 萬<0.1%−106−6.6%減碼歷史
PACSPACS Group, Inc.COM SHS5,362$22.9 萬<0.1%+298+5.9%加碼歷史
KALUKaiser Aluminum CorpCOM PAR $0.011,166$22.8 萬<0.1%+657+129.1%加碼歷史
BlackRock ETF Trust09290C699ISHARES DEFENSE7,167$22.8 萬<0.1%−133−1.8%減碼–
CGNXCognex CorpCOM3,137$22.7 萬<0.1%−751−19.3%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$22.7 萬<0.1%00.0%不變–
DBDeutsche Bank AktiengesellschaftNAMEN AKT6,720$22.7 萬<0.1%−4,870−42.0%減碼歷史
RMDResmed IncCOM1,164$22.7 萬<0.1%+10+0.9%加碼歷史
ENSEnerSysCOM965$22.6 萬<0.1%−131−12.0%減碼歷史
Pacer FDS Tr69374H436METAURUS CAP 4005,000$22.5 萬<0.1%00.0%不變–
KEYKeycorpCOM9,768$22.5 萬<0.1%−497−4.8%減碼歷史
BMRNBiomarin Pharmaceutical IncCOM3,926$22.5 萬<0.1%−2,919−42.6%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF3,680$22.4 萬<0.1%−9,082−71.2%減碼–
WBDWarner Bros. Discovery, Inc.Stock8,384$22.4 萬<0.1%+852+11.3%加碼歷史
WTWWillis Towers Watson PLCSHS854$22.3 萬<0.1%−482−36.1%減碼歷史
OWLBlue Owl Capital Inc.COM CL A25,512$22.3 萬<0.1%+11,704+84.8%加碼歷史
GFSGLOBALFOUNDRIES Inc.Stock2,704$22.3 萬<0.1%−333−11.0%減碼歷史
CNQCanadian Natural Resources LtdCOM5,641$22.3 萬<0.1%−1,032−15.5%減碼歷史
TXG10x Genomics, Inc.CL A COM5,797$22.2 萬<0.1%−1,389−19.3%減碼歷史
MANHManhattan Associates IncStock1,588$22.1 萬<0.1%−339−17.6%減碼歷史
PNRPENTAIR plcSHS2,884$22.1 萬<0.1%−1,142−28.4%減碼歷史
BOXBox IncCL A8,319$22.1 萬<0.1%+2,169+35.3%加碼歷史
TWTradeweb Markets Inc.Stock2,202$21.9 萬<0.1%−905−29.1%減碼歷史
EXPDExpeditors International of Washington IncCOM1,346$21.9 萬<0.1%−378−21.9%減碼歷史
KRKroger CoStock3,946$21.9 萬<0.1%−1,073−21.4%減碼歷史
iShares Tr464287689RUSSELL 3000 ETF510$21.7 萬<0.1%+510新進–
TSCOTractor Supply CoCOM6,861$21.7 萬<0.1%+1,957+39.9%加碼歷史
EVRGEvergy, Inc.Stock2,508$21.7 萬<0.1%−109−4.2%減碼歷史
BlackRock ETF Trust09290C806ISHA US THEM ETF5,007$21.6 萬<0.1%−5,016−50.0%減碼–
SWSmurfit Westrock plcStock4,659$21.6 萬<0.1%−5,218−52.8%減碼歷史
NMRNomura Holdings IncSPONSORED ADR24,331$21.4 萬<0.1%−11,272−31.7%減碼歷史
Global X FDS37954Y632ARTIFICIAL ETF3,253$21.3 萬<0.1%−179−5.2%減碼–
PEverpure, Inc.CL A2,705$21.3 萬<0.1%−1,510−35.8%減碼歷史
CVLTCommvault Systems IncCOM1,500$21.3 萬<0.1%+258+20.8%加碼歷史
MWAMueller Water Products, Inc.COM SER A8,216$21.2 萬<0.1%−552−6.3%減碼歷史
SLFSun Life Financial IncCOM2,704$21.2 萬<0.1%−863−24.2%減碼歷史
TAPMolson Coors Beverage CoCL B5,412$21.1 萬<0.1%+3,872+251.4%加碼歷史
XYLXylem Inc.COM1,778$21.0 萬<0.1%+440+32.9%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR6,530$21.0 萬<0.1%−5,010−43.4%減碼歷史
BPREBluerock Private Real Estate FundCOM16,136$21.0 萬<0.1%−3,272−16.9%減碼歷史
ROKURoku, IncCOM CL A1,518$21.0 萬<0.1%−810−34.8%減碼歷史
Global X FDS37954Y327GLBX MSCI COLUM5,021$20.9 萬<0.1%+4,239+542.1%加碼–
DUOLDuolingo, Inc.CL A COM1,808$20.8 萬<0.1%+1,586+714.4%加碼歷史
HCAHCA Healthcare, Inc.COM533$20.8 萬<0.1%−402−43.0%減碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF2,307$20.7 萬<0.1%+2,307新進–
NWGNatWest Group plcSPONS ADR11,756$20.7 萬<0.1%−6,489−35.6%減碼歷史
AERAerCap Holdings N.V.SHS1,420$20.7 萬<0.1%−893−38.6%減碼歷史
IFFInternational Flavors & Fragrances IncCOM2,612$20.7 萬<0.1%−665−20.3%減碼歷史
THGHanover Insurance Group, Inc.COM964$20.6 萬<0.1%−163−14.5%減碼歷史
VFCV F CorpStock12,320$20.5 萬<0.1%−3,284−21.0%減碼歷史
GSKGSK plcADR3,919$20.5 萬<0.1%−2,173−35.7%減碼歷史
ProShares Tr74347X823ULTRPRO DOW302,930$20.5 萬<0.1%+1,653+129.4%加碼–
KDPKeurig Dr Pepper Inc.COM6,267$20.5 萬<0.1%−6,218−49.8%減碼歷史
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA5,756$20.5 萬<0.1%−2,283−28.4%減碼–
HRBH&R Block IncCOM5,358$20.4 萬<0.1%+1,996+59.4%加碼歷史
GPCGenuine Parts CoStock1,724$20.3 萬<0.1%−1,264−42.3%減碼歷史
SFStifel Financial CorpCOM2,912$20.3 萬<0.1%−2,697−48.1%減碼歷史
CSGPCostar Group, Inc.COM7,157$20.3 萬<0.1%+4,436+163.0%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM724$20.3 萬<0.1%−799−52.5%減碼歷史
TRPTC Energy CorpCOM3,050$20.2 萬<0.1%−1,083−26.2%減碼歷史
INVHInvitation Homes Inc.COM6,681$20.2 萬<0.1%+706+11.8%加碼歷史
NFGNational Fuel Gas CoStock2,612$20.2 萬<0.1%+855+48.7%加碼歷史
MTGMgic Investment CorpCOM7,130$20.1 萬<0.1%−6,180−46.4%減碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,000$20.1 萬<0.1%−5,952−49.8%減碼–
TIGOMillicom International Cellular SACOM STK2,206$20.0 萬<0.1%−1,362−38.2%減碼歷史
STTState Street CorpCOM1,180$20.0 萬<0.1%−270−18.6%減碼歷史
RRyder System IncCOM758$20.0 萬<0.1%+45+6.3%加碼歷史
TNLTravel & Leisure Co.COM2,611$20.0 萬<0.1%−605−18.8%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（207 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 207 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
Expro Group Holdings N.V.N33462107COM1,936$3.37 萬<0.1%–
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