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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
iShares Inc464286764MSCI SPAIN ETF1,111$6.60 萬<0.1%−15,174−93.2%減碼–
ASNDAscendis Pharma A/SORD SHS247$6.59 萬<0.1%−25−9.2%減碼歷史
HSICHenry Schein IncCOM782$6.53 萬<0.1%−154−16.5%減碼歷史
FHIFederated Hermes, Inc.CL B1,182$6.53 萬<0.1%−1,830−60.8%減碼歷史
INSMINSMED IncCOM PAR $.01611$6.51 萬<0.1%−215−26.0%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM311$6.51 萬<0.1%−276−47.0%減碼歷史
PSNParsons CorpCOM1,239$6.49 萬<0.1%+176+16.6%加碼歷史
AALAmerican Airlines Group Inc.Stock3,590$6.49 萬<0.1%+706+24.5%加碼歷史
SWXSouthwest Gas Holdings, Inc.COM729$6.46 萬<0.1%−370−33.7%減碼歷史
WFRDWeatherford International plcORD SHS790$6.44 萬<0.1%−145−15.5%減碼歷史
TRVITrevi Therapeutics, Inc.COM3,452$6.44 萬<0.1%+3,441+31,281.8%加碼歷史
BCHBank of ChileSPONSORED ADS1,610$6.40 萬<0.1%−1,334−45.3%減碼歷史
FMCFMC CorpCOM NEW5,547$6.38 萬<0.1%−3,494−38.6%減碼歷史
WSFSWSFS Financial CorpCOM831$6.38 萬<0.1%−386−31.7%減碼歷史
NATNordic American Tankers LtdCOM11,505$6.37 萬<0.1%+5,606+95.0%加碼歷史
EIGEmployers Holdings, Inc.COM1,262$6.37 萬<0.1%+805+176.1%加碼歷史
iShares Tr464288687PFD AND INCM SEC2,083$6.35 萬<0.1%+1,969+1,727.2%加碼–
KNFKnife River CorpStock759$6.35 萬<0.1%−918−54.7%減碼歷史
ACMAecomCOM908$6.34 萬<0.1%−140−13.4%減碼歷史
COLMColumbia Sportswear CoCOM1,024$6.33 萬<0.1%+32+3.2%加碼歷史
DYDycom Industries IncCOM125$6.32 萬<0.1%−83−39.9%減碼歷史
VSECVse CorpCOM276$6.31 萬<0.1%−240−46.5%減碼歷史
PTGXProtagonist Therapeutics, IncCOM514$6.30 萬<0.1%−397−43.6%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L50$6.27 萬<0.1%00.0%不變–
UTFCohen & Steers Infrastructure Fund IncCOM2,262$6.24 萬<0.1%+10.0%加碼歷史
STAGSTAG Industrial, Inc.COM1,639$6.24 萬<0.1%+56+3.5%加碼歷史
U.S. Global Jets ETF26922A842ETF1,874$6.22 萬<0.1%00.0%不變–
REYNReynolds Consumer Products Inc.COM2,317$6.22 萬<0.1%−2,297−49.8%減碼歷史
ADCAgree Realty CorpCOM821$6.22 萬<0.1%−460−35.9%減碼歷史
UDRUDR, Inc.COM1,555$6.21 萬<0.1%+336+27.6%加碼歷史
GNTXGentex CorpCOM2,453$6.20 萬<0.1%−689−21.9%減碼歷史
SNSharkNinja, Inc.COM SHS407$6.20 萬<0.1%−606−59.8%減碼歷史
LBTYALiberty Global Ltd.COM CL A5,449$6.20 萬<0.1%−1,309−19.4%減碼歷史
MOG.AMoog Inc.CL A146$6.19 萬<0.1%−110−43.0%減碼歷史
WBSWebster Financial CorpCOM810$6.19 萬<0.1%−2,717−77.0%減碼歷史
TIMBTim S.A.SPONSORED ADR2,875$6.16 萬<0.1%−1,669−36.7%減碼歷史
TKRTimken CoCOM423$6.15 萬<0.1%−327−43.6%減碼歷史
MEIMethode Electronics IncCOM3,228$6.12 萬<0.1%+627+24.1%加碼歷史
RBB FD Inc74933W601MOTLEY FOL ETF800$6.09 萬<0.1%00.0%不變–
CARAvis Budget Group, Inc.COM412$6.09 萬<0.1%−68−14.2%減碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP573$6.09 萬<0.1%−798−58.2%減碼歷史
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,321$6.08 萬<0.1%−101−7.1%減碼–
Sprott FDS Tr85208P873SILVER MINERS1,210$6.07 萬<0.1%+1,210新進–
IOSPInnospec Inc.COM746$6.07 萬<0.1%+28+3.9%加碼歷史
REGRegency Centers CorpCOM761$6.07 萬<0.1%−66−8.0%減碼歷史
HUNHuntsman CORPCOM5,706$6.06 萬<0.1%−1,534−21.2%減碼歷史
NUNu Holdings Ltd.ORD SHS CL A4,534$6.06 萬<0.1%−1,934−29.9%減碼歷史
WDWalker & Dunlop, Inc.COM1,106$6.05 萬<0.1%+526+90.7%加碼歷史
CNSCohen & Steers, Inc.COM794$6.05 萬<0.1%+184+30.2%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR2,055$6.02 萬<0.1%−2,023−49.6%減碼歷史
MSBIMidland States Bancorp, Inc.COM1,932$6.02 萬<0.1%+503+35.2%加碼歷史
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$6.00 萬<0.1%00.0%不變–
INDVIndivior Pharmaceuticals, Inc.COM1,462$6.00 萬<0.1%−744−33.7%減碼歷史
ALTAltimmune, Inc.COM NEW19,717$5.99 萬<0.1%−15,933−44.7%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,333$5.98 萬<0.1%−376−22.0%減碼歷史
HRLHormel Foods CorpCOM2,395$5.94 萬<0.1%+940+64.6%加碼歷史
FSVFirstService CorpCOM418$5.94 萬<0.1%+95+29.4%加碼歷史
MCMoelis & CoCL A908$5.94 萬<0.1%−275−23.2%減碼歷史
PFGCPerformance Food Group CoCOM531$5.94 萬<0.1%−309−36.8%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock688$5.92 萬<0.1%−222−24.4%減碼歷史
AMBAAmbarella IncSHS690$5.92 萬<0.1%+22+3.3%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF2,039$5.92 萬<0.1%−2,015−49.7%減碼–
Vanguard Communication Services ETF92204A884ETF321$5.90 萬<0.1%−321−50.0%減碼–
VTRSViatris IncStock3,715$5.90 萬<0.1%−1,956−34.5%減碼歷史
WKCWorld Kinect CorpCOM1,788$5.89 萬<0.1%+1,067+148.0%加碼歷史
ENTGEntegris IncCOM327$5.89 萬<0.1%−95−22.5%減碼歷史
Fidelity Covington Trust31609A206ENHANCED SML CAP1,214$5.86 萬<0.1%+3+0.2%加碼–
MATXMatson, Inc.COM305$5.86 萬<0.1%+23+8.2%加碼歷史
DLXDeluxe CorpCOM2,450$5.85 萬<0.1%+103+4.4%加碼歷史
HIMSHims & Hers Health, Inc.Stock1,686$5.85 萬<0.1%+1,256+292.1%加碼歷史
STWDStarwood Property Trust, Inc.COM3,566$5.84 萬<0.1%−1,587−30.8%減碼歷史
ACIAlbertsons Companies, Inc.COMMON STOCK4,315$5.84 萬<0.1%−1,270−22.7%減碼歷史
SKYTSkyWater Technology, LLCCOM1,675$5.83 萬<0.1%+1,375+458.3%加碼歷史
EQHEquitable Holdings, Inc.COM1,329$5.83 萬<0.1%−1,172−46.9%減碼歷史
XPOXPO, Inc.COM284$5.83 萬<0.1%−300−51.4%減碼歷史
HPPHudson Pacific Properties, Inc.COM3,836$5.83 萬<0.1%+2,190+133.0%加碼歷史
PRIPrimerica, Inc.Stock205$5.83 萬<0.1%−89−30.3%減碼歷史
ONCBeOne Medicines Ltd.ADR204$5.81 萬<0.1%−165−44.7%減碼歷史
ECPGEncore Capital Group IncCOM623$5.81 萬<0.1%−146−19.0%減碼歷史
CTRECareTrust REIT, Inc.COM1,440$5.81 萬<0.1%−759−34.5%減碼歷史
RLAYRelay Therapeutics, Inc.COM3,103$5.81 萬<0.1%+227+7.9%加碼歷史
WTTRSelect Water Solutions, Inc.CL A COM2,905$5.80 萬<0.1%+1,973+211.7%加碼歷史
GHIGreystone Housing Impact Investors LPBEN UNIT CTF10,000$5.80 萬<0.1%00.0%不變歷史
PHIPLDT Inc.SPONSORED ADR3,300$5.78 萬<0.1%−4,090−55.3%減碼歷史
CFFNCapitol Federal Financial, Inc.COM6,792$5.78 萬<0.1%−2,584−27.6%減碼歷史
SWKSSkyworks Solutions, Inc.Stock852$5.78 萬<0.1%−598−41.2%減碼歷史
ET.PIEnergy Transfer LP9.250% FXD PFD I5,000$5.73 萬<0.1%00.0%不變歷史
MURMurphy Oil CorpCOM1,754$5.71 萬<0.1%−598−25.4%減碼歷史
BLDRBuilders FirstSource, Inc.Stock638$5.71 萬<0.1%−1,844−74.3%減碼歷史
PSMTPricesmart IncCOM292$5.70 萬<0.1%−359−55.1%減碼歷史
HCSGHealthcare Services Group IncCOM2,322$5.70 萬<0.1%+323+16.2%加碼歷史
GGGGraco IncCOM754$5.70 萬<0.1%−791−51.2%減碼歷史
USASAmericas Gold & Silver CorpCOM NEW12,071$5.70 萬<0.1%−333−2.7%減碼歷史
CWENClearway Energy, Inc.CL C1,661$5.68 萬<0.1%+162+10.8%加碼歷史
RLIRli CorpCOM961$5.68 萬<0.1%+314+48.5%加碼歷史
INFYInfosys LtdSPONSORED ADR5,410$5.68 萬<0.1%+475+9.6%加碼歷史
CAVACava Group, Inc.COM723$5.67 萬<0.1%−317−30.5%減碼歷史
Dimensional ETF Trust25434V773INTL SMALL CAP E1,619$5.67 萬<0.1%−638−28.3%減碼–
UFCSUnited Fire Group IncCOM1,081$5.67 萬<0.1%−690−39.0%減碼歷史
FOXFox CorpCL B COM1,210$5.67 萬<0.1%−1,628−57.4%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