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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
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$16.6 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,075$16.6 萬<0.1%+1,001+1,352.7%加碼–
BNBROOKFIELD CorpCL A LTD VT SH3,882$16.5 萬<0.1%−1,079−21.7%減碼歷史
AUAngloGold Ashanti PLCCOM SHS2,039$16.5 萬<0.1%−2,659−56.6%減碼歷史
KNSLKinsale Capital Group, Inc.Stock500$16.5 萬<0.1%+397+385.4%加碼歷史
DVADavita Inc.COM736$16.4 萬<0.1%+150+25.6%加碼歷史
VIRTVirtu Financial, Inc.CL A2,741$16.3 萬<0.1%+148+5.7%加碼歷史
NXTNextpower Inc.Stock1,370$16.3 萬<0.1%−2,015−59.5%減碼歷史
PPGPPG Industries IncStock1,344$16.3 萬<0.1%−244−15.4%減碼歷史
APAAPA CorpStock5,002$16.3 萬<0.1%−480−8.8%減碼歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,370$16.2 萬<0.1%+5+0.2%加碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,331$16.2 萬<0.1%−21−1.6%減碼–
iShares Tr464288638ISHS 5-10YR INVT3,038$16.2 萬<0.1%−3,083−50.4%減碼–
TLNTalen Energy CorpCOM418$16.1 萬<0.1%−64−13.3%減碼歷史
AWIArmstrong World Industries IncCOM1,001$16.1 萬<0.1%−1,325−57.0%減碼歷史
BFAMBright Horizons Family Solutions Inc.COM2,265$16.1 萬<0.1%−1,900−45.6%減碼歷史
FFIVF5, Inc.Stock385$16.0 萬<0.1%−132−25.5%減碼歷史
CPACopa Holdings, S.A.CL A1,030$16.0 萬<0.1%−1,308−55.9%減碼歷史
PIMCO ETF Tr72201R635MUNI INCOME OPP3,500$16.0 萬<0.1%+3,500新進–
SESea LtdSPONSORD ADS1,669$16.0 萬<0.1%−824−33.1%減碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM531$16.0 萬<0.1%−109−17.0%減碼歷史
LAURLaureate Education, Inc.COMMON STOCK4,401$16.0 萬<0.1%−948−17.7%減碼歷史
AWRAmerican States Water CoCOM1,932$16.0 萬<0.1%+270+16.2%加碼歷史
NUTXNutex Health Inc.COM934$16.0 萬<0.1%+61+7.0%加碼歷史
RHIRobert Half Inc.COM5,186$15.9 萬<0.1%+548+11.8%加碼歷史
TDToronto Dominion BankStock1,310$15.9 萬<0.1%−716−35.3%減碼歷史
iShares Core S&P US Value ETF464287663ETF1,444$15.9 萬<0.1%−365−20.2%減碼–
ARLOArlo Technologies, Inc.COM11,779$15.9 萬<0.1%+498+4.4%加碼歷史
NLYAnnaly Capital Management IncREIT7,101$15.9 萬<0.1%−1,581−18.2%減碼歷史
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA4,712$15.9 萬<0.1%−12,635−72.8%減碼–
DLTRDollar Tree, Inc.COM1,309$15.8 萬<0.1%−593−31.2%減碼歷史
GAPGap IncCOM8,460$15.8 萬<0.1%−2,824−25.0%減碼歷史
DARDarling Ingredients Inc.COM2,892$15.8 萬<0.1%−1,255−30.3%減碼歷史
SUSuncor Energy IncStock2,943$15.8 萬<0.1%−931−24.0%減碼歷史
BBYBest Buy Co IncStock2,080$15.8 萬<0.1%−2,830−57.6%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF430$15.7 萬<0.1%−332−43.6%減碼–
RSReliance, Inc.COM421$15.7 萬<0.1%−351−45.5%減碼歷史
GPIGroup 1 Automotive IncCOM539$15.7 萬<0.1%−145−21.2%減碼歷史
BAXBaxter International IncStock7,348$15.7 萬<0.1%+628+9.3%加碼歷史
GTLBGitlab Inc.CLASS A COM5,131$15.7 萬<0.1%−2,600−33.6%減碼歷史
AVAHAveanna Healthcare Holdings, Inc.COM18,278$15.7 萬<0.1%+726+4.1%加碼歷史
ALABAstera Labs, Inc.Stock324$15.6 萬<0.1%+86+36.1%加碼歷史
NCNOnCino, Inc.COM9,554$15.6 萬<0.1%+6,237+188.0%加碼歷史
NDSNNordson CorpCOM517$15.6 萬<0.1%−121−19.0%減碼歷史
LADLithia Motors IncCOM536$15.6 萬<0.1%−86−13.8%減碼歷史
ATROAstronics CorpCOM1,915$15.6 萬<0.1%+210+12.3%加碼歷史
VODVodafone Group Public Ltd CoADR11,750$15.5 萬<0.1%−7,019−37.4%減碼歷史
RNRRenaissancere Holdings LtdCOM489$15.5 萬<0.1%−276−36.1%減碼歷史
FTREFortrea Holdings Inc.COMMON STOCK8,903$15.5 萬<0.1%−2,033−18.6%減碼歷史
PIIPolaris Inc.Stock2,252$15.4 萬<0.1%−1,115−33.1%減碼歷史
ADSKAutodesk, Inc.COM792$15.4 萬<0.1%−865−52.2%減碼歷史
VICRVicor CorpCOM405$15.4 萬<0.1%−60−12.9%減碼歷史
APAMArtisan Partners Asset Management Inc.CL A4,452$15.4 萬<0.1%−584−11.6%減碼歷史
RGLDRoyal Gold IncStock769$15.3 萬<0.1%−509−39.8%減碼歷史
IRIngersoll Rand Inc.COM1,872$15.3 萬<0.1%−673−26.4%減碼歷史
PUKPrudential PLCADR5,721$15.3 萬<0.1%−3,718−39.4%減碼歷史
PHMPultegroup IncCOM1,116$15.3 萬<0.1%−659−37.1%減碼歷史
MRPMillrose Properties, Inc.COM CL A5,070$15.2 萬<0.1%+602+13.5%加碼歷史
LEALear CorpCOM NEW1,133$15.2 萬<0.1%−165−12.7%減碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,645$15.2 萬<0.1%+5+0.3%加碼–
VNOVornado Realty TrustSH BEN INT3,853$15.1 萬<0.1%+902+30.6%加碼歷史
CNICanadian National Railway CoStock1,270$15.1 萬<0.1%−407−24.3%減碼歷史
EXPEagle Materials IncCOM671$15.1 萬<0.1%+333+98.5%加碼歷史
SPDR Series Trust78464A672ST INTER ETF5,313$15.1 萬<0.1%−5,275−49.8%減碼–
MKLMarkel Group Inc.COM77$15.0 萬<0.1%−22−22.2%減碼歷史
VVRInvesco Senior Income TrustCOM50,046$15.0 萬<0.1%00.0%不變歷史
SNASnap-on IncCOM370$14.9 萬<0.1%−145−28.2%減碼歷史
ECGEverus Construction Group, Inc.Stock899$14.9 萬<0.1%−141−13.6%減碼歷史
WSOWatsco IncCOM358$14.9 萬<0.1%−85−19.2%減碼歷史
Pacer Trendpilot 100 ETF69374H303ETF1,681$14.9 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,756$14.9 萬<0.1%+989+56.0%加碼–
GLXYGalaxy Digital Inc.CL A5,446$14.9 萬<0.1%−5−0.1%減碼歷史
FFINFirst Financial Bankshares IncCOM4,302$14.9 萬<0.1%+1,138+36.0%加碼歷史
BlackRock ETF Trust09290C608ISHA WORL EX ETF2,573$14.8 萬<0.1%−450−14.9%減碼–
LOGILogitech International S.A.SHS1,576$14.8 萬<0.1%−909−36.6%減碼歷史
SLSSELLAS Life Sciences Group, Inc.COM NEW10,039$14.8 萬<0.1%+10,017+45,531.8%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock2,302$14.7 萬<0.1%−826−26.4%減碼歷史
DOCHealthpeak Properties, Inc.COM6,861$14.7 萬<0.1%+1,679+32.4%加碼歷史
CORTCorcept Therapeutics IncCOM1,687$14.7 萬<0.1%+1,347+396.2%加碼歷史
PRPermian Resources CorpCLASS A COM7,955$14.6 萬<0.1%−431−5.1%減碼歷史
SITESiteOne Landscape Supply, Inc.COM1,278$14.6 萬<0.1%−1,771−58.1%減碼歷史
RBB FD Inc74933W536US TREASR 10 YR3,378$14.6 萬<0.1%+926+37.8%加碼–
SHCSotera Health CoCOM8,217$14.6 萬<0.1%−3,301−28.7%減碼歷史
DCIDonaldson Co IncStock1,624$14.6 萬<0.1%−1,691−51.0%減碼歷史
PINSPinterest, Inc.CL A6,891$14.5 萬<0.1%+281+4.3%加碼歷史
JJacobs Solutions Inc.COM1,146$14.4 萬<0.1%−1,165−50.4%減碼歷史
SAICScience Applications International CorpCOM1,302$14.4 萬<0.1%−585−31.0%減碼歷史
EPREpr PropertiesCOM SH BEN INT2,464$14.3 萬<0.1%−1,080−30.5%減碼歷史
HLHecla Mining CoCOM9,256$14.3 萬<0.1%+231+2.6%加碼歷史
ZSZscaler, Inc.Stock1,011$14.3 萬<0.1%−199−16.4%減碼歷史
AMAntero Midstream CorpStock6,267$14.3 萬<0.1%−4,155−39.9%減碼歷史
QTWOQ2 Holdings, Inc.COM2,964$14.3 萬<0.1%+122+4.3%加碼歷史
LMATLemaitre Vascular IncCOM1,485$14.2 萬<0.1%+92+6.6%加碼歷史
FISFidelity National Information Services, Inc.Stock3,656$14.2 萬<0.1%−5,028−57.9%減碼歷史
iShares Tr464289420RUS TP200 VL ETF1,351$14.2 萬<0.1%+288+27.1%加碼–
ELANElanco Animal Health IncCOM5,767$14.2 萬<0.1%−3,648−38.7%減碼歷史
AGNCAGNC Investment Corp.REIT12,944$14.1 萬<0.1%−3,329−20.5%減碼歷史
CLXClorox CoStock1,475$14.1 萬<0.1%−264−15.2%減碼歷史
EXRExtra Space Storage Inc.COM965$14.0 萬<0.1%+104+12.1%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR2,164$14.0 萬<0.1%−1,279−37.1%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