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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
ATRAptargroup, Inc.Stock774$9.69 萬<0.1%−717−48.1%減碼歷史
TRIThomson Reuters CorpStock1,185$9.68 萬<0.1%+1,185新進歷史
STNStantec IncCOM1,404$9.67 萬<0.1%−1,164−45.3%減碼歷史
HMYHarmony Gold Mining Co LtdADR6,352$9.66 萬<0.1%−1,969−23.7%減碼歷史
KODKodiak Sciences Inc.COM2,479$9.66 萬<0.1%+552+28.6%加碼歷史
EQTEQT CorpStock1,808$9.62 萬<0.1%−4,346−70.6%減碼歷史
FLRFluor CorpStock1,830$9.59 萬<0.1%−1,574−46.2%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK535$9.55 萬<0.1%−275−34.0%減碼歷史
QRVOQorvo, Inc.Stock1,019$9.50 萬<0.1%−873−46.1%減碼歷史
RPMRPM International IncCOM854$9.50 萬<0.1%−491−36.5%減碼歷史
NVSTEnvista Holdings CorpCOM3,601$9.49 萬<0.1%−438−10.8%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,843$9.47 萬<0.1%−748−28.9%減碼歷史
LNTHLantheus Holdings, Inc.Stock853$9.46 萬<0.1%−543−38.9%減碼歷史
AEGAegon Ltd.AMER REG 1 CERT11,181$9.44 萬<0.1%−9,616−46.2%減碼歷史
ALSNAllison Transmission Holdings IncStock834$9.40 萬<0.1%−356−29.9%減碼歷史
FCNCAFirst Citizens Bancshares IncCL A45$9.36 萬<0.1%−21−31.8%減碼歷史
UPWKUpwork, IncCOM11,199$9.36 萬<0.1%+2,240+25.0%加碼歷史
HWCHancock Whitney CorpCOM1,245$9.30 萬<0.1%−681−35.4%減碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF250$9.30 萬<0.1%00.0%不變–
NTBBank of N.T. Butterfield & Son LtdSHS NEW1,563$9.30 萬<0.1%−239−13.3%減碼歷史
Vanguard Utilities ETF92204A876ETF475$9.30 萬<0.1%−275−36.7%減碼–
ELEstee Lauder Companies IncCL A1,176$9.28 萬<0.1%−173−12.8%減碼歷史
FELEFranklin Electric Co IncCOM866$9.28 萬<0.1%−111−11.4%減碼歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS1,649$9.27 萬<0.1%+1,266+330.5%加碼歷史
BNLBroadstone Net Lease, Inc.COM4,482$9.26 萬<0.1%−2,593−36.7%減碼歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$9.25 萬<0.1%00.0%不變歷史
GTXGarrett Motion Inc.Stock2,543$9.21 萬<0.1%+1,334+110.3%加碼歷史
ATIIArchimedes Tech SPAC Partners II Co.COM8,500$9.16 萬<0.1%+8,500新進歷史
IVTInvenTrust Properties Corp.COM NEW2,587$9.16 萬<0.1%+1,428+123.2%加碼歷史
MZTIMarzetti CoCOM799$9.12 萬<0.1%−307−27.8%減碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$9.11 萬<0.1%00.0%不變–
AXSMAxsome Therapeutics, Inc.COM372$9.11 萬<0.1%−140−27.3%減碼歷史
OROR Royalties Inc.COM SHS2,869$9.07 萬<0.1%−1,670−36.8%減碼歷史
SUISun Communities IncCOM756$9.06 萬<0.1%−226−23.0%減碼歷史
NTCTNetscout Systems IncCOM2,080$9.06 萬<0.1%−140−6.3%減碼歷史
Global X FDS37954Y384CYBRSCURTY ETF2,358$9.01 萬<0.1%−219−8.5%減碼–
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,915$8.96 萬<0.1%+34+0.9%加碼–
BMNRBitmine Immersion Technologies, Inc.COM NEW6,725$8.95 萬<0.1%+2,105+45.6%加碼歷史
iShares Tr4642874407-10 YR TRSY BD943$8.92 萬<0.1%−955−50.3%減碼–
BWXTBWX Technologies, Inc.COM458$8.92 萬<0.1%−18−3.8%減碼歷史
VOYAVoya Financial, Inc.COM984$8.91 萬<0.1%+19+2.0%加碼歷史
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM6,000$8.87 萬<0.1%00.0%不變歷史
MCYMercury General CorpCOM828$8.83 萬<0.1%−357−30.1%減碼歷史
ACMRACM Research, Inc.Stock693$8.79 萬<0.1%−326−32.0%減碼歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM SHS BENF INT5,000$8.78 萬<0.1%00.0%不變歷史
BENFranklin Templeton IncCOM2,634$8.76 萬<0.1%+559+26.9%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW14,820$8.71 萬<0.1%−20,014−57.5%減碼歷史
VSHVishay Intertechnology IncCOM1,616$8.69 萬<0.1%+1,058+189.6%加碼歷史
PDPagerDuty, Inc.COM8,995$8.68 萬<0.1%+3,859+75.1%加碼歷史
DJTTrump Media & Technology Group Corp.Stock11,199$8.67 萬<0.1%+6,685+148.1%加碼歷史
JOUTJohnson Outdoors IncCL A1,882$8.66 萬<0.1%+198+11.8%加碼歷史
TRMBTrimble Inc.COM1,691$8.65 萬<0.1%−2,319−57.8%減碼歷史
EMBJEmbraer S.A.ADR1,355$8.64 萬<0.1%−462−25.4%減碼歷史
BANDBandwidth Inc.COM CL A1,360$8.61 萬<0.1%+129+10.5%加碼歷史
VALValaris LtdCL A1,181$8.57 萬<0.1%−458−27.9%減碼歷史
CDECoeur Mining, Inc.COM NEW5,226$8.53 萬<0.1%−2,415−31.6%減碼歷史
YUMCYum China Holdings, Inc.COM2,084$8.52 萬<0.1%−1,635−44.0%減碼歷史
JXNJackson Financial Inc.COM CL A831$8.51 萬<0.1%−408−32.9%減碼歷史
AOSSmith A O CorpCOM1,355$8.50 萬<0.1%−65−4.6%減碼歷史
BCEBce IncCOM NEW3,949$8.49 萬<0.1%−2,444−38.2%減碼歷史
Capital Group New Geography14021N105SHS2,266$8.49 萬<0.1%+15+0.7%加碼–
PAAPlains All American Pipeline LPUNIT LTD PARTN3,794$8.45 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX1,679$8.44 萬<0.1%+874+108.6%加碼–
ADTADT Inc.COM12,949$8.42 萬<0.1%−22,534−63.5%減碼歷史
PAASPan American Silver CorpStock1,869$8.37 萬<0.1%−277−12.9%減碼歷史
LSCCLattice Semiconductor CorpCOM546$8.35 萬<0.1%+31+6.0%加碼歷史
PDIPIMCO Dynamic Income FundSHS5,000$8.35 萬<0.1%00.0%不變歷史
MSAMSA Safety IncCOM478$8.34 萬<0.1%+13+2.8%加碼歷史
DXDynex Capital IncCOM6,348$8.32 萬<0.1%−833−11.6%減碼歷史
REXRRexford Industrial Realty, Inc.COM2,482$8.31 萬<0.1%−1,322−34.8%減碼歷史
UCTTUltra Clean Holdings, Inc.COM583$8.31 萬<0.1%−138−19.1%減碼歷史
RVTRoyce Small-Cap Trust, Inc.COM4,500$8.31 萬<0.1%00.0%不變歷史
iShares Tr464287549EXPND TEC SC ETF507$8.29 萬<0.1%−254−33.4%減碼–
AMXAmerica Movil SAB de CVSPON ADS RP CL B3,191$8.29 萬<0.1%−705−18.1%減碼歷史
CHRDChord Energy CorpCOM NEW725$8.29 萬<0.1%+310+74.7%加碼歷史
IPGPIpg Photonics CorpCOM704$8.26 萬<0.1%−211−23.1%減碼歷史
SMGScotts Miracle-Gro CoStock1,212$8.26 萬<0.1%−7−0.6%減碼歷史
BRCBrady CorpCL A901$8.25 萬<0.1%−348−27.9%減碼歷史
Innovator ETFs Trust45784N809EQUI DEFI 1 NOVE3,000$8.24 萬<0.1%00.0%不變–
CFRCullen/Frost Bankers, Inc.COM533$8.24 萬<0.1%−171−24.3%減碼歷史
KTKT CorpSPONSORED ADR4,765$8.23 萬<0.1%−4,357−47.8%減碼歷史
VanEck ETF Trust92189F411BDC INCOME ETF6,500$8.23 萬<0.1%+1,500+30.0%加碼–
FUSBFirst US Bancshares, Inc.COM4,966$8.22 萬<0.1%−4,966−50.0%減碼歷史
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$8.18 萬<0.1%00.0%不變歷史
AMCRAmcor plcCOM NEW1,883$8.16 萬<0.1%−3,435−64.6%減碼歷史
UTGReaves Utility Income FundCOM SH BEN INT2,000$8.14 萬<0.1%00.0%不變歷史
ETSYEtsy IncCOM1,074$8.09 萬<0.1%−751−41.2%減碼歷史
LASRNlight, Inc.COM1,160$8.08 萬<0.1%−623−34.9%減碼歷史
HAYWHayward Holdings, Inc.COM4,663$8.07 萬<0.1%+149+3.3%加碼歷史
ORKAOruka Therapeutics, Inc.COM847$8.06 萬<0.1%+829+4,605.6%加碼歷史
ALKSAlkermes plc.SHS1,536$8.05 萬<0.1%−1,742−53.1%減碼歷史
IXOrix CorpSPONSORED ADR2,104$8.00 萬<0.1%−2,815−57.2%減碼歷史
TDCTeradata CorpStock2,309$8.00 萬<0.1%+487+26.7%加碼歷史
CCJCameco CorpStock785$8.00 萬<0.1%−286−26.7%減碼歷史
GATXGatx CorpCOM451$7.99 萬<0.1%−381−45.8%減碼歷史
APTVAptiv PLCStock1,301$7.99 萬<0.1%−1,323−50.4%減碼歷史
HLNEHamilton Lane INCCL A1,010$7.97 萬<0.1%+288+39.9%加碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$7.96 萬<0.1%00.0%不變–
AEHRAehr Test SystemsCOM827$7.94 萬<0.1%+410+98.3%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 107,125$7.94 萬<0.1%−2,257−24.1%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