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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
BF.ABrown Forman CorpCL A2,070$5.66 萬<0.1%+95+4.8%加碼歷史
RZLVRezolve AI PLCORD SHS17,887$5.63 萬<0.1%+3,459+24.0%加碼歷史
UCBUnited Community Banks IncCOM1,604$5.63 萬<0.1%−448−21.8%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM690$5.62 萬<0.1%−314−31.3%減碼歷史
HUTHut 8 Corp.COM487$5.62 萬<0.1%+211+76.4%加碼歷史
Tidal Trust II88636J600ROUNDHILL GENER569$5.61 萬<0.1%+269+89.7%加碼–
CMRECostamare Inc.SHS4,004$5.61 萬<0.1%+1,825+83.8%加碼歷史
CNMCore & Main, Inc.CL A1,160$5.60 萬<0.1%−1,229−51.4%減碼歷史
NMIHNMI Holdings, Inc.COM1,362$5.60 萬<0.1%−512−27.3%減碼歷史
GIBCgi IncCL A865$5.59 萬<0.1%−469−35.2%減碼歷史
MGMMGM Resorts InternationalStock1,168$5.58 萬<0.1%−1,395−54.4%減碼歷史
HTHHilltop Holdings Inc.COM1,434$5.56 萬<0.1%−378−20.9%減碼歷史
CHKPCheck Point Software Technologies LtdORD423$5.56 萬<0.1%−376−47.1%減碼歷史
OIIOceaneering International IncStock1,371$5.56 萬<0.1%−32−2.3%減碼歷史
iShares Inc464286533MSCI EMERG MRKT734$5.53 萬<0.1%00.0%不變–
PTCPTC Inc.Stock486$5.52 萬<0.1%−266−35.4%減碼歷史
iShares Tr46436E601ESG MSCI EM LDRS914$5.51 萬<0.1%−9−1.0%減碼–
CSWCCapital Southwest CorpCOM2,319$5.51 萬<0.1%−10−0.4%減碼歷史
HTHTH World Group LtdSPONSORED ADS1,315$5.49 萬<0.1%−1,080−45.1%減碼歷史
Franklin Templeton ETF Tr35473P462BRANDYWINEGLOBAL3,494$5.48 萬<0.1%−198−5.4%減碼–
TXNMTXNM Energy IncCOM965$5.48 萬<0.1%−292−23.2%減碼歷史
iShares Tr46434V787YLD OPTIM BD2,413$5.47 萬<0.1%+16+0.7%加碼–
ANDEAndersons, Inc.COM798$5.46 萬<0.1%+379+90.5%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR2,413$5.46 萬<0.1%−1,722−41.6%減碼歷史
INDBIndependent Bank CorpCOM650$5.44 萬<0.1%−248−27.6%減碼歷史
Global X FDS37954Y236DATA CTR DIG ETF1,784$5.42 萬<0.1%+1,784新進–
CWTCalifornia Water Service GroupCOM1,113$5.42 萬<0.1%−96−7.9%減碼歷史
Capital Group Equity ETF Tr14022A201US LARGE GROWT1,882$5.39 萬<0.1%00.0%不變–
Exchange Listed FDS Tr30151E517LONG POND REAL E1,790$5.39 萬<0.1%+92+5.4%加碼–
HIWHighwoods Properties, Inc.COM1,786$5.39 萬<0.1%−328−15.5%減碼歷史
CIFRCipher Digital Inc.COM2,197$5.38 萬<0.1%−1,160−34.6%減碼歷史
CNOCNO Financial Group, Inc.COM1,055$5.38 萬<0.1%−527−33.3%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM1,009$5.38 萬<0.1%+929+1,161.3%加碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT1,225$5.37 萬<0.1%+920+301.6%加碼歷史
GRFSGrifols SASP ADR REP B NVT7,580$5.37 萬<0.1%−7,105−48.4%減碼歷史
ZBRAZebra Technologies CorpCL A204$5.36 萬<0.1%−246−54.7%減碼歷史
EMAEmera IncCOM1,010$5.35 萬<0.1%−83−7.6%減碼歷史
EMNEastman Chemical CoStock799$5.35 萬<0.1%−394−33.0%減碼歷史
BEKEKE Holdings Inc.SPONSORED ADS3,664$5.32 萬<0.1%−1,983−35.1%減碼歷史
CDPCopt Defense PropertiesREIT1,461$5.32 萬<0.1%−963−39.7%減碼歷史
Vanguard Financials ETF92204A405ETF403$5.30 萬<0.1%−384−48.8%減碼–
NJRNew Jersey Resources CorpStock946$5.30 萬<0.1%−445−32.0%減碼歷史
OISOil States International, IncCOM6,594$5.28 萬<0.1%−2,654−28.7%減碼歷史
QGENQiagen N.V.ORD SHARES1,350$5.28 萬<0.1%−1,396−50.8%減碼歷史
CGCarlyle Group Inc.COM1,250$5.26 萬<0.1%−626−33.4%減碼歷史
BBNXBeta Bionics, Inc.COM3,356$5.26 萬<0.1%+2,205+191.6%加碼歷史
SXIStandex International CorpCOM147$5.26 萬<0.1%−12−7.5%減碼歷史
BZKanzhun LtdSPONSORED ADS4,082$5.25 萬<0.1%−1,022−20.0%減碼歷史
ACLSAxcelis Technologies IncStock277$5.25 萬<0.1%−194−41.2%減碼歷史
HTGCHercules Capital, Inc.COM3,322$5.24 萬<0.1%00.0%不變歷史
WEXWEX Inc.COM371$5.23 萬<0.1%−1,131−75.3%減碼歷史
XRAYDentsply Sirona Inc.Stock4,927$5.23 萬<0.1%+2,691+120.3%加碼歷史
Vanguard Industrials ETF92204A603ETF145$5.23 萬<0.1%−154−51.5%減碼–
TRUTransUnionCOM724$5.22 萬<0.1%−933−56.3%減碼歷史
LDOSLeidos Holdings, Inc.COM507$5.22 萬<0.1%−573−53.1%減碼歷史
NHCNational Healthcare CorpCOM247$5.22 萬<0.1%−64−20.6%減碼歷史
UIUbiquiti Inc.COM97$5.18 萬<0.1%−48−33.1%減碼歷史
AUBAtlantic Union Bankshares CorpCOM1,223$5.17 萬<0.1%−321−20.8%減碼歷史
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE890$5.16 萬<0.1%00.0%不變–
CCDCalamos Dynamic Convertible & Income FundCOM2,000$5.15 萬<0.1%00.0%不變歷史
TNETTrinet Group, Inc.COM1,040$5.15 萬<0.1%+660+173.7%加碼歷史
WABCWestamerica BancorporationCOM877$5.15 萬<0.1%−336−27.7%減碼歷史
PEGAPegasystems IncCOM1,716$5.14 萬<0.1%−1,538−47.3%減碼歷史
FLNGFlex LNG Ltd.SHS1,826$5.12 萬<0.1%+51+2.9%加碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW1,027$5.12 萬<0.1%−193−15.8%減碼歷史
CPNGCoupang, Inc.CL A2,937$5.10 萬<0.1%−5,684−65.9%減碼歷史
DRDDrdgold LtdSPON ADR REPSTG2,395$5.10 萬<0.1%−3,500−59.4%減碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D1,118$5.08 萬<0.1%+69+6.6%加碼歷史
FAFFirst American Financial CorpStock740$5.08 萬<0.1%−963−56.5%減碼歷史
PHRPhreesia, Inc.COM4,932$5.08 萬<0.1%+1,663+50.9%加碼歷史
ERASErasca, Inc.COM2,753$5.04 萬<0.1%−1,496−35.2%減碼歷史
TRNTrinity Industries IncCOM1,458$5.04 萬<0.1%−563−27.9%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF177$5.02 萬<0.1%−197−52.7%減碼–
MSGSMadison Square Garden Sports Corp.CL A125$5.02 萬<0.1%−37−22.8%減碼歷史
Innovator ETFs Trust45784N429EQUITY DUAL DIRE2,500$5.02 萬<0.1%00.0%不變–
IRWDIronwood Pharmaceuticals IncCOM CL A11,905$5.01 萬<0.1%−8,431−41.5%減碼歷史
TDOCTeladoc Health, Inc.COM5,889$4.99 萬<0.1%+232+4.1%加碼歷史
iShares Select Dividend ETF464287168ETF318$4.98 萬<0.1%−100−23.9%減碼–
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD6,076$4.96 萬<0.1%−3,365−35.6%減碼歷史
MAINMain Street Capital CORPCEF956$4.96 萬<0.1%−16−1.6%減碼歷史
SLRCSLR Investment Corp.COM4,000$4.95 萬<0.1%00.0%不變歷史
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR1,083$4.94 萬<0.1%−10−0.9%減碼–
AAOIApplied Optoelectronics, Inc.COM333$4.93 萬<0.1%+258+344.0%加碼歷史
BRZEBraze, Inc.Stock2,267$4.92 萬<0.1%−88−3.7%減碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD524$4.90 萬<0.1%00.0%不變–
POWLPowell Industries IncStock171$4.90 萬<0.1%−108−38.7%減碼依 3 比 1 拆股換算歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,212$4.88 萬<0.1%−1,212−50.0%減碼–
SNDRSchneider National, Inc.CL B1,332$4.87 萬<0.1%−184−12.1%減碼歷史
HPHelmerich & Payne, Inc.COM1,480$4.85 萬<0.1%+206+16.2%加碼歷史
AGFirst Majestic Silver CorpCOM2,847$4.83 萬<0.1%−1,282−31.0%減碼歷史
KFRCKforce IncCOM1,028$4.82 萬<0.1%+137+15.4%加碼歷史
MRCYMercury Systems IncCOM393$4.81 萬<0.1%−334−45.9%減碼歷史
TEXTerex CorpStock664$4.81 萬<0.1%−436−39.6%減碼歷史
MDUMdu Resources Group IncStock2,263$4.80 萬<0.1%−1,005−30.8%減碼歷史
VanEck ETF Trust92189F528VANECK SHRT MUNI2,765$4.80 萬<0.1%+219+8.6%加碼–
Capital Group Equity ETF Tr14022A102US SM MI CA ETF1,452$4.79 萬<0.1%+99+7.3%加碼–
VNTVontier CorpStock1,647$4.78 萬<0.1%−4,324−72.4%減碼歷史
ACIWAci Worldwide, Inc.Stock949$4.77 萬<0.1%−439−31.6%減碼歷史
Impact Shs Tr I74741A106AFFORDABLE HOUS2,752$4.75 萬<0.1%+2,752新進–
TGTXTG Therapeutics, Inc.COM865$4.75 萬<0.1%−203−19.0%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（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