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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
iShares Tr46434V647GLOBAL REIT ETF7,190$19.9 萬<0.1%+341+5.0%加碼–
RELXRELX PLCSPONSORED ADR6,260$19.8 萬<0.1%−1,835−22.7%減碼歷史
iShares Tr46435G672CORE INTL AGGR3,916$19.8 萬<0.1%−7,479−65.6%減碼–
SWKStanley Black & Decker, Inc.COM2,103$19.8 萬<0.1%+426+25.4%加碼歷史
LUVSouthwest Airlines CoCOM3,849$19.8 萬<0.1%−1,282−25.0%減碼歷史
PCTYPaylocity Holding CorpCOM1,886$19.7 萬<0.1%+482+34.3%加碼歷史
BLBDBlue Bird CorpCOM2,496$19.7 萬<0.1%+2,031+436.8%加碼歷史
QLYSQualys, Inc.COM1,430$19.7 萬<0.1%+15+1.1%加碼歷史
AGXArgan IncStock245$19.6 萬<0.1%−15−5.8%減碼歷史
iShares Tr46432F388MSCI USA VALUE973$19.4 萬<0.1%−206−17.5%減碼–
ARGXArgenx SESPONSORED ADR209$19.4 萬<0.1%−49−19.0%減碼歷史
OGEOGE Energy Corp.COM3,978$19.4 萬<0.1%+407+11.4%加碼歷史
LVSLas Vegas Sands CorpCOM4,181$19.3 萬<0.1%−5,801−58.1%減碼歷史
LINELineage, Inc.COM4,462$19.3 萬<0.1%+1,398+45.6%加碼歷史
NEUNewmarket CorpCOM243$19.2 萬<0.1%+47+24.0%加碼歷史
OVVOvintiv Inc.COM3,647$19.2 萬<0.1%−385−9.5%減碼歷史
ARCCAres Capital CorpCEF10,363$19.2 萬<0.1%−368−3.4%減碼歷史
FTSFortis Inc.COM3,350$19.2 萬<0.1%−1,308−28.1%減碼歷史
SEICSEI Investments CoCOM2,184$19.2 萬<0.1%−1,356−38.3%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,755$19.1 萬<0.1%+395+29.0%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,028$19.0 萬<0.1%−432−29.6%減碼–
AVPTAvePoint, Inc.COM CL A16,955$19.0 萬<0.1%+2,576+17.9%加碼歷史
ALBAlbemarle CorpStock1,405$19.0 萬<0.1%−286−16.9%減碼歷史
FORMFormfactor IncCOM1,181$18.9 萬<0.1%−546−31.6%減碼歷史
PAHCPhibro Animal Health CorpCL A COM6,009$18.9 萬<0.1%+102+1.7%加碼歷史
DASHDoorDash, Inc.Stock1,022$18.9 萬<0.1%−518−33.6%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF1,188$18.8 萬<0.1%−16,904−93.4%減碼–
DECKDeckers Outdoor CorpCOM1,886$18.7 萬<0.1%−1,596−45.8%減碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP2,408$18.7 萬<0.1%+20+0.8%加碼–
FHNFirst Horizon CorpCOM7,279$18.7 萬<0.1%−71,085−90.7%減碼歷史
ALLEAllegion plcORD SHS1,327$18.6 萬<0.1%−979−42.5%減碼歷史
CCKCrown Holdings, Inc.COM1,664$18.6 萬<0.1%−1,760−51.4%減碼歷史
TTMITTM Technologies IncCOM994$18.6 萬<0.1%−353−26.2%減碼歷史
LNGCheniere Energy, Inc.COM NEW777$18.6 萬<0.1%−189−19.6%減碼歷史
COLLCollegium Pharmaceutical, IncCOM5,126$18.6 萬<0.1%+91+1.8%加碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,087$18.5 萬<0.1%00.0%不變–
HUBSHubSpot IncCOM1,011$18.5 萬<0.1%+47+4.9%加碼歷史
WSTWest Pharmaceutical Services IncCOM511$18.4 萬<0.1%−119−18.9%減碼歷史
TDYTeledyne Technologies IncCOM275$18.3 萬<0.1%−191−41.0%減碼歷史
PSAPublic StorageCOM575$18.3 萬<0.1%+25+4.5%加碼歷史
Global X Uranium ETF37954Y871ETF4,183$18.3 萬<0.1%−1,043−20.0%減碼–
ASHAshland Inc.COM2,748$18.1 萬<0.1%−1,015−27.0%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,993$18.1 萬<0.1%−430−9.7%減碼–
PIMCO ETF Tr72201R817INV GRD CRP BD1,868$18.1 萬<0.1%−261−12.3%減碼–
WTRGEssential Utilities, Inc.COM4,723$18.1 萬<0.1%+174+3.8%加碼歷史
MYRGMyr Group Inc.COM361$18.1 萬<0.1%+313+652.1%加碼歷史
FLOFlowers Foods IncCOM22,799$18.0 萬<0.1%−22,463−49.6%減碼歷史
HUMHumana IncStock453$18.0 萬<0.1%−40−8.1%減碼歷史
Capital Group Dividend Growe14021L109SHS ETF4,794$18.0 萬<0.1%+8+0.2%加碼–
Virtus ETF Tr II92790A868KAR MID-CAP ETF7,167$18.0 萬<0.1%−655−8.4%減碼–
ARESAres Management CorpCL A COM STK1,609$17.9 萬<0.1%−1,262−44.0%減碼歷史
VMIValmont Industries IncCOM310$17.9 萬<0.1%−116−27.2%減碼歷史
KEPKorea Electric Power CorpSPONSORED ADR14,779$17.9 萬<0.1%−6,756−31.4%減碼歷史
AEEAmeren CorpCOM1,580$17.9 萬<0.1%−267−14.5%減碼歷史
THCTenet Healthcare CorpCOM NEW950$17.8 萬<0.1%−969−50.5%減碼歷史
UUnity Software Inc.COM6,213$17.8 萬<0.1%+5,230+532.0%加碼歷史
NKENIKE, Inc.Stock4,316$17.7 萬<0.1%−11,409−72.6%減碼歷史
FNFFidelity National Financial, Inc.COM SHS3,737$17.6 萬<0.1%−1,138−23.3%減碼歷史
DDDuPont de Nemours, Inc.Stock1,298$17.6 萬<0.1%−283−17.9%減碼依 1 比 3 拆股換算歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW6,468$17.6 萬<0.1%−4,274−39.8%減碼歷史
Global X FDS37954Y889S&P 500 CATHOLIC1,987$17.6 萬<0.1%−2−0.1%減碼–
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,031$17.5 萬<0.1%−311−4.2%減碼–
GPKGraphic Packaging Holding CoCOM16,512$17.5 萬<0.1%+9,608+139.2%加碼歷史
WPCW. P. Carey Inc.COM2,436$17.4 萬<0.1%−867−26.2%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,480$17.4 萬<0.1%−1,388−48.4%減碼–
AGLagilon health, inc.COM NEW1,619$17.4 萬<0.1%−438−21.3%減碼歷史
VLTOVeralto CorpStock1,956$17.3 萬<0.1%−326−14.3%減碼歷史
CRCrane CoCOMMON STOCK774$17.3 萬<0.1%−325−29.6%減碼歷史
OKTAOkta, Inc.CL A1,264$17.2 萬<0.1%−69−5.2%減碼歷史
iShares Inc464286400MSCI BRAZIL ETF4,999$17.2 萬<0.1%−2,052−29.1%減碼–
FICOFair Isaac CorpCOM144$17.2 萬<0.1%−137−48.8%減碼歷史
TKOTKO Group Holdings, Inc.CL A855$17.2 萬<0.1%−391−31.4%減碼歷史
CTVACorteva, Inc.Stock2,031$17.2 萬<0.1%−1,320−39.4%減碼歷史
GDDYGoDaddy Inc.CL A2,026$17.2 萬<0.1%+1,288+174.5%加碼歷史
MTArcelorMittalNY REGISTRY SH2,851$17.2 萬<0.1%−1,729−37.8%減碼歷史
MCBMetropolitan Bank Holding Corp.COM1,737$17.2 萬<0.1%+1,734+57,800.0%加碼歷史
MTDRMatador Resources CoCOM3,445$17.2 萬<0.1%+273+8.6%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE1,666$17.1 萬<0.1%−106−6.0%減碼–
HEI.AHeico CorpCL A664$17.1 萬<0.1%+86+14.9%加碼歷史
RKLBRocket Lab CorpCOM1,683$17.1 萬<0.1%+418+33.0%加碼歷史
SSRMSSR Mining Inc.Stock6,049$17.1 萬<0.1%−4,096−40.4%減碼歷史
BlackRock ETF Trust II092528835ISHA GLO USD ETF3,391$17.1 萬<0.1%+3,391新進–
iShares Core MSCI Total International Stock ETF46432F834ETF1,785$17.0 萬<0.1%−693−28.0%減碼–
FEFirstenergy CorpCOM3,581$17.0 萬<0.1%−193−5.1%減碼歷史
GHCGraham Holdings CoCOM CL B149$17.0 萬<0.1%−61−29.0%減碼歷史
TECKTeck Resources LtdCL B2,855$17.0 萬<0.1%−132−4.4%減碼歷史
TSTenaris SASPONSORED ADS3,043$16.9 萬<0.1%−2,057−40.3%減碼歷史
MORNMorningstar, Inc.COM1,079$16.8 萬<0.1%+463+75.2%加碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,097$16.8 萬<0.1%−60−0.5%減碼歷史
iShares Inc464286327MSCI GLB SLV&MTL5,441$16.8 萬<0.1%−199−3.5%減碼–
CSLCarlisle Companies IncCOM462$16.8 萬<0.1%+35+8.2%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,309$16.7 萬<0.1%−2,149−62.1%減碼–
OMCOmnicom Group Inc.COM2,296$16.7 萬<0.1%−4,284−65.1%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,561$16.7 萬<0.1%−779−33.3%減碼–
AIZAssurant, Inc.Stock621$16.7 萬<0.1%+21+3.5%加碼歷史
STNGScorpio Tankers Inc.SHS2,406$16.7 萬<0.1%−812−25.2%減碼歷史
SRSpire IncCOM2,129$16.6 萬<0.1%−563−20.9%減碼歷史
iShares Tr46429B499MSCI NORWAY ETF5,291$16.6 萬<0.1%+4,432+515.9%加碼–
FRSHFreshworks Inc.Stock16,421$16.6 萬<0.1%+9,962+154.2%加碼歷史
iShares Tr46434V282U S EQUITY FACTR2,197$16.6 萬<0.1%+6+0.3%加碼–

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