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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
Sprott FDS Tr85208P402SPROTT CRITICAL4,493$14.0 萬<0.1%+4,493新進–
BBWIBath & Body Works, Inc.COM6,045$14.0 萬<0.1%−2,893−32.4%減碼歷史
iShares Inc46434G855MSCI GBL GOLD MN2,162$14.0 萬<0.1%00.0%不變–
ETHAiShares Ethereum Trust ETFSHS11,695$13.9 萬<0.1%−2,628−18.3%減碼歷史
CPBCAMPBELL'S CoCOM6,243$13.9 萬<0.1%+149+2.4%加碼歷史
CLSCelestica IncStock380$13.8 萬<0.1%−189−33.2%減碼歷史
WAYWaystar Holding Corp.COM6,714$13.8 萬<0.1%+716+11.9%加碼歷史
NOVNOV Inc.COM7,426$13.8 萬<0.1%−407−5.2%減碼歷史
LYVLive Nation Entertainment, Inc.COM752$13.8 萬<0.1%−134−15.1%減碼歷史
ADUSAddus HomeCare CorpCOM1,370$13.8 萬<0.1%+133+10.8%加碼歷史
STEPStepStone Group Inc.COM CL A3,319$13.7 萬<0.1%+345+11.6%加碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C1,440$13.7 萬<0.1%−575−28.5%減碼歷史
Doubleline ETF Trust25861R105OPPO CORE BD ETF3,000$13.7 萬<0.1%+3,000新進–
ENSGEnsign Group, IncCOM851$13.6 萬<0.1%−141−14.2%減碼歷史
AXTAAxalta Coating Systems Ltd.COM3,982$13.6 萬<0.1%−7,507−65.3%減碼歷史
WDAYWorkday, Inc.CL A1,113$13.6 萬<0.1%−191−14.6%減碼歷史
TROWPrice T Rowe Group IncStock1,195$13.6 萬<0.1%−798−40.0%減碼歷史
SCIService Corp InternationalCOM1,787$13.6 萬<0.1%−1,132−38.8%減碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$13.5 萬<0.1%00.0%不變歷史
OGSONE Gas, Inc.COM1,739$13.4 萬<0.1%+173+11.0%加碼歷史
MYEMyers Industries IncCOM3,794$13.4 萬<0.1%+1,599+72.8%加碼歷史
DTDynatrace, Inc.Stock3,044$13.4 萬<0.1%+1,532+101.3%加碼歷史
MUSAMurphy USA Inc.COM248$13.4 萬<0.1%−15−5.7%減碼歷史
WSMWilliams Sonoma IncCOM571$13.3 萬<0.1%−382−40.1%減碼歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF3,000$13.3 萬<0.1%00.0%不變–
CRUSCirrus Logic, Inc.Stock894$13.3 萬<0.1%−549−38.0%減碼歷史
EGEverest Group, Ltd.COM371$13.3 萬<0.1%−70−15.9%減碼歷史
KNKnowles CorpCOM3,181$13.2 萬<0.1%−1,216−27.7%減碼歷史
CVECenovus Energy Inc.COM5,312$13.2 萬<0.1%−2,795−34.5%減碼歷史
JPCNuveen Preferred & Income Opportunities FundCOM16,645$13.1 萬<0.1%00.0%不變歷史
PLPlanet Labs PBCCOM CL A3,953$13.1 萬<0.1%+988+33.3%加碼歷史
OZKBank OZKCOM2,505$13.0 萬<0.1%+205+8.9%加碼歷史
RJFRaymond James Financial IncCOM856$13.0 萬<0.1%−599−41.2%減碼歷史
OBDCBlue Owl Capital CorpCOM11,966$13.0 萬<0.1%+3,807+46.7%加碼歷史
IRENIREN LtdORDINARY SHARES2,844$13.0 萬<0.1%+2,762+3,368.3%加碼歷史
PBAPembina Pipeline CorpCOM2,805$13.0 萬<0.1%−1,349−32.5%減碼歷史
iShares Core High Dividend ETF46429B663ETF4,719$12.9 萬<0.1%00.0%不變依 5 比 1 拆股換算–
FERFerrovial N.V.ORD SHS1,880$12.9 萬<0.1%−625−25.0%減碼歷史
LNTAlliant Energy CorpStock1,683$12.8 萬<0.1%−399−19.2%減碼歷史
PSOPearson PLCSPONSORED ADR8,082$12.8 萬<0.1%−5,268−39.5%減碼歷史
FISVFiserv IncStock2,615$12.8 萬<0.1%−7,288−73.6%減碼歷史
EXLSExlService Holdings, Inc.COM4,959$12.8 萬<0.1%−2,792−36.0%減碼歷史
HRHealthcare Realty Trust IncCL A COM6,357$12.8 萬<0.1%−660−9.4%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,091$12.8 萬<0.1%−359−24.8%減碼–
SONSonoco Products CoCOM2,274$12.8 萬<0.1%−202−8.2%減碼歷史
PORPortland General Electric CoCOM NEW2,471$12.8 萬<0.1%−224−8.3%減碼歷史
BROBrown & Brown, Inc.Stock1,990$12.8 萬<0.1%−986−33.1%減碼歷史
DPZDominos Pizza IncCOM431$12.8 萬<0.1%−106−19.7%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW4,420$12.7 萬<0.1%−2,007−31.2%減碼歷史
MMSIMerit Medical Systems IncCOM1,833$12.7 萬<0.1%+282+18.2%加碼歷史
CARGCarGurus, Inc.COM CL A3,722$12.7 萬<0.1%−56−1.5%減碼歷史
PBFPBF Energy Inc.CL A2,783$12.7 萬<0.1%−1,945−41.1%減碼歷史
ALCAlcon IncStock1,881$12.6 萬<0.1%−971−34.0%減碼歷史
TCBITexas Capital Bancshares IncCOM1,220$12.6 萬<0.1%−284−18.9%減碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS727$12.6 萬<0.1%−757−51.0%減碼歷史
CPCanadian Pacific Kansas City LtdCOM1,450$12.6 萬<0.1%−678−31.9%減碼歷史
LPLALPL Financial Holdings Inc.COM445$12.5 萬<0.1%−280−38.6%減碼歷史
ALLYAlly Financial Inc.Stock2,724$12.5 萬<0.1%−519−16.0%減碼歷史
CFCF Industries Holdings, Inc.COM1,155$12.5 萬<0.1%−341−22.8%減碼歷史
FMXMexican Economic Development IncSPON ADR UNITS977$12.5 萬<0.1%−898−47.9%減碼歷史
ESTCElastic N.V.ORD SHS2,181$12.4 萬<0.1%−1,873−46.2%減碼歷史
TTANServiceTitan, Inc.SHS CL A1,758$12.4 萬<0.1%+172+10.8%加碼歷史
ABCBAmeris BancorpCOM1,374$12.4 萬<0.1%−371−21.3%減碼歷史
ROIVRoivant Sciences Ltd.SHS3,503$12.4 萬<0.1%−930−21.0%減碼歷史
MELIMercadolibre IncCOM73$12.4 萬<0.1%−57−43.8%減碼歷史
NWLNewell Brands Inc.Stock20,173$12.4 萬<0.1%−456−2.2%減碼歷史
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL1,084$12.4 萬<0.1%+1,084新進–
AVBAvalonbay Communities IncCOM654$12.3 萬<0.1%−165−20.1%減碼歷史
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,446$12.3 萬<0.1%00.0%不變–
EVTCEVERTEC, Inc.COM4,437$12.3 萬<0.1%+135+3.1%加碼歷史
Direxion Shares ETF Trust Da TE Be 3X ETF25461H317ETF19,998$12.3 萬<0.1%+19,998新進–
KHCKraft Heinz CoStock5,198$12.3 萬<0.1%+1,844+55.0%加碼歷史
EQNREquinor ASASPONSORED ADR3,907$12.3 萬<0.1%−1,450−27.1%減碼歷史
Vanguard Materials ETF92204A801ETF536$12.3 萬<0.1%−433−44.7%減碼–
ASTSAST SpaceMobile, Inc.COM CL A1,376$12.2 萬<0.1%+655+90.8%加碼歷史
Pacer FDS Tr69374H634AMERICAN ENERGY2,687$12.2 萬<0.1%+5+0.2%加碼–
AIPArteris, Inc.COM2,513$12.2 萬<0.1%+1,320+110.6%加碼歷史
SIGISelective Insurance Group IncCOM1,258$12.2 萬<0.1%−282−18.3%減碼歷史
VSNTVersant Media Group, Inc.COM CL A3,383$12.2 萬<0.1%+362+12.0%加碼歷史
WWayfair Inc.CL A1,317$12.2 萬<0.1%+28+2.2%加碼歷史
KIMKimco Realty CorpCOM4,800$12.2 萬<0.1%−259−5.1%減碼歷史
GHGuardant Health, Inc.COM810$12.2 萬<0.1%−195−19.4%減碼歷史
SJMJ M SMUCKER CoStock1,080$12.2 萬<0.1%+557+106.5%加碼歷史
AFGAmerican Financial Group IncCOM868$12.1 萬<0.1%+25+3.0%加碼歷史
JLLJones Lang Lasalle IncCOM391$12.1 萬<0.1%−599−60.5%減碼歷史
COMPCompass, Inc.CL A9,799$12.1 萬<0.1%+20+0.2%加碼歷史
MTRNMATERION CorpCOM406$12.1 萬<0.1%+11+2.8%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF2,528$12.1 萬<0.1%−37,965−93.8%減碼–
Schwab Strategic Tr808524680LONG TERM US3,851$12.1 萬<0.1%00.0%不變–
NGVTIngevity CorpCOM1,614$12.1 萬<0.1%−39−2.4%減碼歷史
SOLSSolstice Advanced Materials Inc.COM SHS1,360$12.1 萬<0.1%+160+13.3%加碼歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$12.0 萬<0.1%00.0%不變歷史
BXPBXP, Inc.COM1,816$12.0 萬<0.1%+722+66.0%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$12.0 萬<0.1%00.0%不變–
RAREUltragenyx Pharmaceutical Inc.COM3,582$12.0 萬<0.1%+1,415+65.3%加碼歷史
ESLTElbit Systems LtdStock157$11.9 萬<0.1%−173−52.4%減碼歷史
BRKRBruker CorpCOM1,979$11.9 萬<0.1%+479+31.9%加碼歷史
FNVFranco Nevada CorpStock571$11.9 萬<0.1%−8−1.4%減碼歷史
VICIVici Properties Inc.COM4,481$11.9 萬<0.1%−5,422−54.8%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A5,295$11.9 萬<0.1%−3,434−39.3%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