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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
NVMINova Ltd.COM218$11.8 萬<0.1%−161−42.5%減碼歷史
LINCLincoln Educational Services CorpCOM2,371$11.8 萬<0.1%−65−2.7%減碼歷史
MXLMaxlinear, IncCOM918$11.8 萬<0.1%−645−41.3%減碼歷史
BlackRock ETF Trust II092528504ISHARES AAA CLO2,259$11.7 萬<0.1%+1,394+161.2%加碼–
FSKFS KKR Capital CorpCOM11,148$11.7 萬<0.1%+1,259+12.7%加碼歷史
SVMSilvercorp Metals IncCOM11,574$11.7 萬<0.1%−2,603−18.4%減碼歷史
FHBFirst Hawaiian, Inc.COM3,986$11.7 萬<0.1%+559+16.3%加碼歷史
SANMSanmina CorpCOM460$11.6 萬<0.1%−588−56.1%減碼歷史
Gmo ETF Trust90139K100US QUALITY ETF2,784$11.6 萬<0.1%+1,055+61.0%加碼–
WYWeyerhaeuser CoCOM NEW4,797$11.5 萬<0.1%+305+6.8%加碼歷史
UNMUnum GroupStock1,280$11.4 萬<0.1%−715−35.8%減碼歷史
Vanguard Energy ETF92204A306ETF759$11.4 萬<0.1%−630−45.4%減碼–
BRSPBrightSpire Capital, Inc.COM CL A20,866$11.4 萬<0.1%+5,792+38.4%加碼歷史
ANFAbercrombie & Fitch CoCL A1,262$11.4 萬<0.1%−624−33.1%減碼歷史
CRBGCorebridge Financial, Inc.COM3,945$11.3 萬<0.1%−364−8.4%減碼歷史
SNEXStoneX Group Inc.COM953$11.3 萬<0.1%−149−13.5%減碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK3,793$11.2 萬<0.1%−165−4.2%減碼歷史
RVMDRevolution Medicines, Inc.COM598$11.2 萬<0.1%+366+157.8%加碼歷史
GILGildan Activewear Inc.Stock2,169$11.2 萬<0.1%−1,457−40.2%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,753$11.2 萬<0.1%+46+1.7%加碼–
CCICrown Castle Inc.REIT1,476$11.2 萬<0.1%−754−33.8%減碼歷史
SAIASaia IncCOM264$11.1 萬<0.1%−95−26.5%減碼歷史
CSTMConstellium SECL A SHS3,470$11.1 萬<0.1%+18+0.5%加碼歷史
NENoble Corp plcORD SHS A2,953$11.0 萬<0.1%−127−4.1%減碼歷史
HQHabrdn Healthcare InvestorsSH BEN INT5,000$11.0 萬<0.1%00.0%不變歷史
AAAUGoldman Sachs Physical Gold ETFUNIT2,775$11.0 萬<0.1%−3,018−52.1%減碼歷史
TENBTenable Holdings, Inc.COM2,974$11.0 萬<0.1%−575−16.2%減碼歷史
STSensata Technologies Holding plcSHS2,284$10.9 萬<0.1%+97+4.4%加碼歷史
XYZBlock, Inc.CL A1,434$10.9 萬<0.1%+591+70.1%加碼歷史
CTSHCognizant Technology Solutions CorpCL A2,811$10.9 萬<0.1%−1,859−39.8%減碼歷史
VRNSVaronis Systems IncCOM2,592$10.9 萬<0.1%+1,232+90.6%加碼歷史
AVTAvnet IncCOM1,222$10.8 萬<0.1%−436−26.3%減碼歷史
MPTMedical Properties Trust IncCOM23,475$10.8 萬<0.1%−4,061−14.7%減碼歷史
Pacer FDS Tr69374H659CASH COWS ETF2,300$10.8 萬<0.1%−1,631−41.5%減碼–
Global X FDS37954Y715RBTCS ARTFL INTE2,853$10.8 萬<0.1%+388+15.7%加碼–
DOXAmdocs LtdSHS2,138$10.8 萬<0.1%−117−5.2%減碼歷史
WITWipro LtdSPON ADR 1 SH48,037$10.8 萬<0.1%−11,852−19.8%減碼歷史
QQnity Electronics, Inc.COMMON STOCK661$10.8 萬<0.1%−414−38.5%減碼歷史
BAHBooz Allen Hamilton Holding CorpCL A1,778$10.8 萬<0.1%+1,243+232.3%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY2,176$10.8 萬<0.1%+106+5.1%加碼–
DOCNDigitalOcean Holdings, Inc.COM686$10.8 萬<0.1%+135+24.5%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF603$10.8 萬<0.1%00.0%不變–
Etfis Ser Tr I26923G822VIRTUS INFRCAP5,229$10.8 萬<0.1%+729+16.2%加碼–
VIAVViavi Solutions Inc.COM2,251$10.7 萬<0.1%+979+77.0%加碼歷史
CHDNChurchill Downs IncCOM1,194$10.7 萬<0.1%−151−11.2%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,740$10.7 萬<0.1%+143+9.0%加碼–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU400$10.7 萬<0.1%+400新進–
FXEInvesco CurrencyShares Euro TrustEURO SHS1,011$10.7 萬<0.1%+2+0.2%加碼歷史
STRLSterling Infrastructure, Inc.COM127$10.7 萬<0.1%−11−8.0%減碼歷史
MKTXMarketaxess Holdings IncCOM938$10.6 萬<0.1%−2,160−69.7%減碼歷史
DNPDNP Select Income Fund IncCOM9,795$10.6 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock1,468$10.5 萬<0.1%−817−35.8%減碼歷史
ZIONZions Bancorporation, National AssociationCOM1,519$10.5 萬<0.1%−586−27.8%減碼歷史
STZConstellation Brands, Inc.Stock749$10.4 萬<0.1%−1,712−69.6%減碼歷史
RTORentokil Initial PLCSPONSORED ADR3,639$10.4 萬<0.1%−457−11.2%減碼歷史
SBACSba Communications CorpCL A587$10.4 萬<0.1%−141−19.4%減碼歷史
KGCKinross Gold CorpCOM4,374$10.3 萬<0.1%−2,780−38.9%減碼歷史
PENNPENN Entertainment, Inc.COM4,824$10.3 萬<0.1%+2,169+81.7%加碼歷史
VLYValley National BancorpCOM7,018$10.3 萬<0.1%−4,091−36.8%減碼歷史
NTRNutrien Ltd.COM1,631$10.3 萬<0.1%−112−6.4%減碼歷史
SPNTSiriusPoint LtdCOM4,275$10.3 萬<0.1%+571+15.4%加碼歷史
CNHCNH Industrial N.V.SHS9,125$10.2 萬<0.1%−7,968−46.6%減碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$10.2 萬<0.1%00.0%不變–
AESAES CorpStock6,978$10.2 萬<0.1%+1,682+31.8%加碼歷史
ALVAutoliv IncCOM880$10.2 萬<0.1%−713−44.8%減碼歷史
Praxis FDS74006E728IMPACT INTL ETF4,124$10.2 萬<0.1%+4,124新進–
VMRKVivmark ResidentialSH BEN INT1,500$10.2 萬<0.1%−322−17.7%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,356$10.2 萬<0.1%−500−26.9%減碼–
CACCCredit Acceptance CorpCOM159$10.1 萬<0.1%+16+11.2%加碼歷史
INGRIngredion IncCOM1,068$10.1 萬<0.1%−744−41.1%減碼歷史
QSRRestaurant Brands International Inc.COM1,393$10.1 萬<0.1%+36+2.7%加碼歷史
COLDAmericold Realty TrustCOM6,423$10.1 萬<0.1%+2,201+52.1%加碼歷史
RGTIRigetti Computing, Inc.COMMON STOCK5,225$10.1 萬<0.1%+574+12.3%加碼歷史
WHWyndham Hotels & Resorts, Inc.COM1,198$10.1 萬<0.1%+961+405.5%加碼歷史
HAEHaemonetics CorpCOM1,344$10.1 萬<0.1%−576−30.0%減碼歷史
THWabrdn World Healthcare FundBEN INT SHS7,500$10.1 萬<0.1%00.0%不變歷史
DEODiageo PLCSPON ADR NEW1,250$10.0 萬<0.1%+50+4.2%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF3,274$10.0 萬<0.1%−114−3.4%減碼–
SLMSLM CorpCOM3,859$10.0 萬<0.1%+778+25.3%加碼歷史
DRSLeonardo DRS, Inc.Stock2,342$9.99 萬<0.1%+544+30.3%加碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM9,323$9.96 萬<0.1%+1,297+16.2%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM2,236$9.96 萬<0.1%−1,076−32.5%減碼歷史
SOLVSolventum CorpStock1,290$9.95 萬<0.1%+282+28.0%加碼歷史
GGenpact LTDSHS3,618$9.95 萬<0.1%−7,774−68.2%減碼歷史
BIDUBaidu, Inc.ADR869$9.93 萬<0.1%−221−20.3%減碼歷史
CELCCelcuity Inc.COM944$9.88 萬<0.1%+124+15.1%加碼歷史
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX3,000$9.87 萬<0.1%−7,000−70.0%減碼–
AWPabrdn Global Premier Properties FundCOM SH BEN INT8,333$9.87 萬<0.1%00.0%不變歷史
NWENorthWestern Energy Group, Inc.COM NEW1,377$9.86 萬<0.1%−1,269−48.0%減碼歷史
AEISAdvanced Energy Industries IncCOM264$9.84 萬<0.1%−123−31.8%減碼歷史
SITMSITIME CorpCOM132$9.84 萬<0.1%+34+34.7%加碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR1,360$9.83 萬<0.1%−1,337−49.6%減碼–
BULLWebull CorpORD SHS15,077$9.83 萬<0.1%+817+5.7%加碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$9.81 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,970$9.79 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH759$9.79 萬<0.1%00.0%不變–
FTVFortive CorpStock1,599$9.77 萬<0.1%−1,139−41.6%減碼歷史
ENVAEnova International, Inc.COM405$9.75 萬<0.1%+20+5.2%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,171$9.73 萬<0.1%−457−28.1%減碼–
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS2,295$9.70 萬<0.1%+10.0%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