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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
NTESNetEase, Inc.SPONSORED ADS618$7.92 萬<0.1%−159−20.5%減碼歷史
KRPKimbell Royalty Partners, LPUNIT5,450$7.92 萬<0.1%00.0%不變歷史
AVAAvista CorpCOM1,935$7.92 萬<0.1%−847−30.4%減碼歷史
FSLRFirst Solar, Inc.Stock335$7.90 萬<0.1%−337−50.1%減碼歷史
iShares Tr46435U713US INFRASTRUC1,251$7.88 萬<0.1%−485−27.9%減碼–
HSYHershey CoCOM449$7.88 萬<0.1%−20−4.3%減碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$7.88 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$7.87 萬<0.1%−1,046−50.0%減碼–
SPDR Series Trust78468R754ST STR R1K LOWV549$7.85 萬<0.1%00.0%不變–
FNBFNB CorpCOM4,100$7.82 萬<0.1%+218+5.6%加碼歷史
AMSFAmerisafe IncCOM2,311$7.82 萬<0.1%+363+18.6%加碼歷史
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS7,500$7.81 萬<0.1%00.0%不變歷史
ESEEsco Technologies IncCOM223$7.81 萬<0.1%−162−42.1%減碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF1,458$7.76 萬<0.1%−3,200−68.7%減碼–
BAPCredicorp LtdCOM199$7.75 萬<0.1%−160−44.6%減碼歷史
BHVNBiohaven Ltd.COM5,195$7.73 萬<0.1%+2,156+70.9%加碼歷史
SBRASabra Health Care REIT, Inc.REIT3,962$7.73 萬<0.1%−746−15.8%減碼歷史
DMLPDorchester Minerals, L.P.COM UNIT3,061$7.73 萬<0.1%00.0%不變歷史
XMTRXometry, Inc.CLASS A COM798$7.70 萬<0.1%−117−12.8%減碼歷史
ELSEquity Lifestyle Properties IncCOM1,195$7.70 萬<0.1%+469+64.6%加碼歷史
OLEDUniversal Display CorpCOM889$7.69 萬<0.1%+1+0.1%加碼歷史
CYTKCytokinetics IncCOM NEW902$7.68 萬<0.1%−646−41.7%減碼歷史
HBMHudbay Minerals Inc.COM3,251$7.68 萬<0.1%−2,573−44.2%減碼歷史
GMABGenmab A/SSPONSORED ADS2,788$7.66 萬<0.1%−1,809−39.4%減碼歷史
WAFDWafd IncStock1,991$7.64 萬<0.1%−35−1.7%減碼歷史
GLUEMonte Rosa Therapeutics, Inc.COM3,153$7.63 萬<0.1%−473−13.0%減碼歷史
LIVNLivaNova PLCSHS926$7.61 萬<0.1%−697−42.9%減碼歷史
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR19,998$7.58 萬<0.1%+19,998新進–
BF.BBrown Forman CorpStock2,841$7.57 萬<0.1%+343+13.7%加碼歷史
CRCCalifornia Resources CorpCOM STOCK1,431$7.57 萬<0.1%−803−35.9%減碼歷史
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD1,414$7.55 萬<0.1%+424+42.8%加碼歷史
FIBKFirst Interstate Bancsystem IncCOM1,950$7.52 萬<0.1%−149−7.1%減碼歷史
Flexshares Tr33939L886ULTR SHO INC FD996$7.51 萬<0.1%00.0%不變–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS5,310$7.50 萬<0.1%00.0%不變依 10 比 1 拆股換算歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,802$7.50 萬<0.1%−1,440−44.4%減碼歷史
THQabrdn Healthcare Opportunities FundSHS4,000$7.49 萬<0.1%00.0%不變歷史
RCIRogers Communications IncCL B2,303$7.49 萬<0.1%−804−25.9%減碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF962$7.45 萬<0.1%−1,302−57.5%減碼–
BGRBlackRock Energy & Resources TrustCOM5,020$7.44 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM663$7.38 萬<0.1%−86−11.5%減碼歷史
PKPark Hotels & Resorts Inc.COM5,165$7.36 萬<0.1%−2,096−28.9%減碼歷史
CBZCBIZ, Inc.COM2,294$7.36 萬<0.1%+782+51.7%加碼歷史
CELHCelsius Holdings, Inc.COM NEW2,509$7.35 萬<0.1%+1,302+107.9%加碼歷史
AGNTAGNT, Inc.COM13,569$7.34 萬<0.1%+2,488+22.5%加碼歷史
REALTheRealReal, Inc.COM6,217$7.33 萬<0.1%−36−0.6%減碼歷史
PNWPinnacle West Capital CorpCOM683$7.31 萬<0.1%−144−17.4%減碼歷史
CRCLCircle Internet Group, Inc.COM CL A1,162$7.28 萬<0.1%−12−1.0%減碼歷史
SFDSmithfield Foods IncCOM2,994$7.26 萬<0.1%+387+14.8%加碼歷史
ALMSAlumis Inc.COM2,581$7.26 萬<0.1%−550−17.6%減碼歷史
PTCTPTC Therapeutics, Inc.COM885$7.22 萬<0.1%−160−15.3%減碼歷史
ESNTEssent Group Ltd.COM1,121$7.21 萬<0.1%−924−45.2%減碼歷史
PAYCPaycom Software, Inc.Stock572$7.19 萬<0.1%+148+34.9%加碼歷史
CAPLCrossAmerica Partners LPUT LTD PTN INT3,200$7.17 萬<0.1%−250−7.2%減碼歷史
INSWInternational Seaways, Inc.COM933$7.15 萬<0.1%−236−20.2%減碼歷史
iShares Tr464288372GLB INFRASTR ETF1,071$7.13 萬<0.1%−79−6.9%減碼–
WDSWoodside Energy Group LtdADR3,690$7.13 萬<0.1%−1,801−32.8%減碼歷史
SSBSouthState Bank CorpCOM712$7.11 萬<0.1%+29+4.2%加碼歷史
PPLIPeople IncCOM NEW1,540$7.11 萬<0.1%−67−4.2%減碼歷史
AVTRAvantor, Inc.COM7,180$7.11 萬<0.1%+5,541+338.1%加碼歷史
ORNOrion Group Holdings IncCOM4,220$7.10 萬<0.1%00.0%不變歷史
CMPRCIMPRESS plcSHS EURO697$7.09 萬<0.1%−120−14.7%減碼歷史
PLOWDouglas Dynamics, IncCOM1,313$7.08 萬<0.1%+155+13.4%加碼歷史
LULUlululemon athletica inc.Stock619$7.07 萬<0.1%−2,443−79.8%減碼歷史
BRXBrixmor Property Group Inc.COM2,238$7.06 萬<0.1%−524−19.0%減碼歷史
WLKWestlake CorpCOM961$7.02 萬<0.1%+727+310.7%加碼歷史
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA1,061$7.01 萬<0.1%−761−41.8%減碼–
CPTCamden Property TrustREIT610$6.98 萬<0.1%+87+16.6%加碼歷史
AGOAssured Guaranty LtdCOM871$6.98 萬<0.1%+39+4.7%加碼歷史
SMCISuper Micro Computer, Inc.Stock2,380$6.98 萬<0.1%−1,408−37.2%減碼歷史
CUZCousins Properties IncCOM NEW2,324$6.97 萬<0.1%−924−28.4%減碼歷史
Capital Group Conservative E14020U100SHS2,123$6.97 萬<0.1%+10+0.5%加碼–
CACICACI International IncCL A150$6.95 萬<0.1%−245−62.0%減碼歷史
VALEVale S.A.SPONSORED ADS4,616$6.94 萬<0.1%−4,237−47.9%減碼歷史
SUNSunoco LPCOM UT REP LP1,027$6.93 萬<0.1%00.0%不變歷史
HIMXHimax Technologies, Inc.SPONSORED ADR4,517$6.93 萬<0.1%−3,072−40.5%減碼歷史
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$6.93 萬<0.1%00.0%不變–
MPLXMPLX LPCOM UNIT REP LTD1,228$6.92 萬<0.1%+700+132.6%加碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF905$6.89 萬<0.1%−217−19.3%減碼–
MGAMagna International IncCOM1,048$6.88 萬<0.1%−627−37.4%減碼歷史
RELYRemitly Global, Inc.COM3,064$6.87 萬<0.1%−1,038−25.3%減碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW21,636$6.86 萬<0.1%+3,309+18.1%加碼歷史
OUTOUTFRONT Media Inc.REIT2,093$6.86 萬<0.1%+483+30.0%加碼歷史
MANManpowerGroup Inc.COM2,030$6.86 萬<0.1%−991−32.8%減碼歷史
GRCGorman Rupp CoCOM746$6.84 萬<0.1%+698+1,454.2%加碼歷史
LNCLincoln National CorpCOM1,929$6.82 萬<0.1%+132+7.3%加碼歷史
IONSIonis Pharmaceuticals IncCOM858$6.80 萬<0.1%−936−52.2%減碼歷史
iShares Inc46434G889EMNG MKTS EQT928$6.80 萬<0.1%−678−42.2%減碼–
Global X FDS37954Y657US PFD ETF3,633$6.79 萬<0.1%+3,517+3,031.9%加碼–
HXLHexcel CorpCOM678$6.78 萬<0.1%−10−1.5%減碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF493$6.74 萬<0.1%−81−14.1%減碼–
ESSEssex Property Trust, Inc.COM231$6.74 萬<0.1%−34−12.8%減碼歷史
NOVTNovanta IncCOM414$6.72 萬<0.1%−7−1.7%減碼歷史
PDDPDD Holdings Inc.SPONSORED ADS878$6.70 萬<0.1%−771−46.8%減碼歷史
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP2,756$6.69 萬<0.1%−1,401−33.7%減碼–
WHRWhirlpool CorpStock1,695$6.68 萬<0.1%+677+66.5%加碼歷史
ACTEnact Holdings, Inc.COM1,454$6.65 萬<0.1%−307−17.4%減碼歷史
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF975$6.65 萬<0.1%+164+20.2%加碼–
SNAPSnap IncStock14,948$6.64 萬<0.1%+6,423+75.3%加碼歷史
iShares Tr464287762US HLTHCARE ETF986$6.61 萬<0.1%+261+36.0%加碼–
VIVTelefonica Brasil S.A.SPONSORED ADS5,016$6.60 萬<0.1%−4,824−49.0%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（207 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 207 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
Expro Group Holdings N.V.N33462107COM1,936$3.37 萬<0.1%–
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