跳到主要內容
Livermore
Livermore
中文EN

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
Innovator ETFs Trust45782C474US SML CP PWR B1,039$4.74 萬<0.1%−147−12.4%減碼–
GIIIG III Apparel Group LtdCOM1,406$4.74 萬<0.1%+109+8.4%加碼歷史
DHTDHT Holdings, Inc.SHS NEW2,863$4.73 萬<0.1%−1,080−27.4%減碼歷史
LOPEGrand Canyon Education, Inc.COM330$4.72 萬<0.1%−460−58.2%減碼歷史
RLMDRelmada Therapeutics, Inc.COM6,816$4.72 萬<0.1%+6,816新進歷史
RYNRayonier IncCOM2,216$4.72 萬<0.1%−3,558−61.6%減碼歷史
TOSTToast, Inc.Stock1,691$4.70 萬<0.1%−2,294−57.6%減碼歷史
TUTelus CorpCOM4,449$4.70 萬<0.1%−1,225−21.6%減碼歷史
XRNChiron Real Estate Inc.COM NEW1,253$4.70 萬<0.1%+822+190.7%加碼歷史
Defiance Quantum ETF26922A420ETF284$4.70 萬<0.1%−74−20.7%減碼–
ERIEErie Indemnity CoCL A196$4.70 萬<0.1%−28−12.5%減碼歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM123$4.68 萬<0.1%−39−24.1%減碼歷史
SRRKScholar Rock Holding CorpCOM849$4.67 萬<0.1%−6−0.7%減碼歷史
FSMFortuna Mining Corp.Stock5,522$4.67 萬<0.1%−2,673−32.6%減碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A3,513$4.66 萬<0.1%−208−5.6%減碼歷史
PLNTPlanet Fitness, Inc.CL A891$4.65 萬<0.1%−94−9.5%減碼歷史
ARISAris Mining CorpCOM3,114$4.64 萬<0.1%+2,983+2,277.1%加碼歷史
MYIBlackRock Muniyield Quality Fund III, Inc.COM4,173$4.64 萬<0.1%00.0%不變歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B626$4.63 萬<0.1%−213−25.4%減碼歷史
APGAPi Group CorpCOM STK1,094$4.63 萬<0.1%−1,203−52.4%減碼歷史
PEOAdams Natural Resources Fund, Inc.COM1,873$4.63 萬<0.1%00.0%不變歷史
RXRXRecursion Pharmaceuticals, Inc.CL A12,614$4.63 萬<0.1%+9,668+328.2%加碼歷史
MGEEMge Energy IncCOM567$4.62 萬<0.1%+65+12.9%加碼歷史
Fidelity Covington Trust31609A107ENHANCED LARGE1,151$4.62 萬<0.1%00.0%不變–
FBINFortune Brands Innovations, Inc.COM841$4.62 萬<0.1%−207−19.8%減碼歷史
ECHOEchoStar CORPCL A454$4.61 萬<0.1%+34+8.1%加碼歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$4.59 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C813US EQTY PWR BUF939$4.58 萬<0.1%00.0%不變–
HTOH2O AmericaCOM754$4.58 萬<0.1%−157−17.2%減碼歷史
RRXRegal Rexnord CorpCOM192$4.57 萬<0.1%−50−20.7%減碼歷史
AGIAlamos Gold IncStock1,507$4.57 萬<0.1%−990−39.6%減碼歷史
LFSTLifeStance Health Group, Inc.COM4,257$4.56 萬<0.1%−2,652−38.4%減碼歷史
TFPMTriple Flag Precious Metals Corp.Stock1,521$4.56 萬<0.1%−426−21.9%減碼歷史
Ea Series Trust02072L680STRIVE 500 ETF941$4.54 萬<0.1%+257+37.6%加碼–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock591$4.54 萬<0.1%−1,207−67.1%減碼歷史
ASBAssociated Banc-CorpCOM1,475$4.54 萬<0.1%+71+5.1%加碼歷史
QNSTQuinstreet, IncCOM3,098$4.54 萬<0.1%+907+41.4%加碼歷史
OTTROtter Tail CorpCOM504$4.54 萬<0.1%+111+28.2%加碼歷史
AVYAvery Dennison CorpCOM278$4.51 萬<0.1%−289−51.0%減碼歷史
Global X FDS37954Y848GLOBAL X SILVER582$4.51 萬<0.1%+196+50.8%加碼–
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,965$4.50 萬<0.1%00.0%不變歷史
iShares Tr464289867CORE 60 BALA ETF646$4.49 萬<0.1%−3,196−83.2%減碼–
CNXCConcentrix CorpStock2,005$4.49 萬<0.1%−1,504−42.9%減碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,274$4.49 萬<0.1%−674−34.6%減碼歷史
TNGXTango Therapeutics, Inc.COM1,432$4.48 萬<0.1%−24,594−94.5%減碼歷史
CMCCommercial Metals CoStock713$4.47 萬<0.1%−509−41.7%減碼歷史
Global X FDS37960A230AI SEMI QUAN ETF420$4.46 萬<0.1%+420新進–
ALHCAlignment Healthcare, Inc.COM1,874$4.46 萬<0.1%−228−10.8%減碼歷史
YETIYETI Holdings, Inc.COM900$4.46 萬<0.1%−480−34.8%減碼歷史
DEIDouglas Emmett IncCOM3,780$4.46 萬<0.1%+1,295+52.1%加碼歷史
MMacy's, Inc.COM1,892$4.46 萬<0.1%−942−33.2%減碼歷史
UBSIUnited Bankshares IncCOM971$4.45 萬<0.1%−708−42.2%減碼歷史
CRLCharles River Laboratories International, Inc.COM195$4.42 萬<0.1%−65−25.0%減碼歷史
JBLUJetBlue Airways CorpCOM7,707$4.42 萬<0.1%+4,768+162.2%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$4.41 萬<0.1%00.0%不變歷史
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,047$4.38 萬<0.1%00.0%不變–
EVCEntravision Communications CorpCL A3,354$4.37 萬<0.1%+2,554+319.3%加碼歷史
UHSUniversal Health Services IncCL B294$4.37 萬<0.1%−182−38.2%減碼歷史
KWRQuaker Chemical CorpCOM275$4.37 萬<0.1%−69−20.1%減碼歷史
KDKyndryl Holdings, Inc.Stock3,862$4.37 萬<0.1%−1,607−29.4%減碼歷史
T Rowe Price Exchange-Traded87283Q859VALUE ETF1,047$4.36 萬<0.1%−2,125−67.0%減碼–
LLYVKLiberty Live Holdings, Inc.COM SHS SER C413$4.36 萬<0.1%−94−18.5%減碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL440$4.35 萬<0.1%00.0%不變–
DEAEasterly Government Properties, Inc.COM SHS1,744$4.35 萬<0.1%+468+36.7%加碼歷史
TNKTeekay Tankers Ltd.CL A670$4.35 萬<0.1%+246+58.0%加碼歷史
SPHRSphere Entertainment Co.CL A251$4.34 萬<0.1%+74+41.8%加碼歷史
iShares Tr464288505MRGSTR SM CP ETF574$4.33 萬<0.1%−574−50.0%減碼–
FIVNFive9, Inc.COM2,031$4.33 萬<0.1%+303+17.5%加碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF965$4.33 萬<0.1%00.0%不變–
UMBFUmb Financial CorpCOM303$4.33 萬<0.1%−93−23.5%減碼歷史
EXPOExponent IncCOM736$4.32 萬<0.1%−727−49.7%減碼歷史
KURAKura Oncology, Inc.COM3,912$4.29 萬<0.1%−98−2.4%減碼歷史
TFSLTFS Financial CORPCOM2,419$4.29 萬<0.1%−287−10.6%減碼歷史
T Rowe Price Exchange-Traded87283Q503US EQUI RESH ETF900$4.28 萬<0.1%+900新進–
PCVXVaxcyte, Inc.COM735$4.27 萬<0.1%−513−41.1%減碼歷史
MTHMeritage Homes CORPCOM509$4.27 萬<0.1%−440−46.4%減碼歷史
American Centy ETF Tr025072349US LARGE CAP VLU464$4.23 萬<0.1%−3,687−88.8%減碼–
KOPNKopin CorpCOM9,433$4.23 萬<0.1%−2,500−21.0%減碼歷史
PHINPhinia Inc.COMMON STOCK511$4.21 萬<0.1%−621−54.9%減碼歷史
TILEInterface IncCOM1,171$4.20 萬<0.1%−1,301−52.6%減碼歷史
CONConcentra Group Holdings Parent, Inc.COMMON STOCK1,410$4.19 萬<0.1%+1,171+490.0%加碼歷史
SDGRSchrodinger, Inc.COM2,581$4.19 萬<0.1%+790+44.1%加碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$4.18 萬<0.1%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG1,210$4.18 萬<0.1%+785+184.7%加碼歷史
MSMMSC Industrial Direct Co IncCL A351$4.18 萬<0.1%−148−29.7%減碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF617$4.17 萬<0.1%+24+4.0%加碼–
FNDFloor & Decor Holdings, Inc.CL A702$4.17 萬<0.1%+238+51.3%加碼歷史
SAILSailPoint, Inc.COM2,843$4.16 萬<0.1%+1,231+76.4%加碼歷史
FSBCFive Star BancorpCOM853$4.15 萬<0.1%+790+1,254.0%加碼歷史
CPKChesapeake Utilities CorpCOM339$4.15 萬<0.1%−65−16.1%減碼歷史
PTYPIMCO Corporate & Income Opportunity FundCOM3,450$4.15 萬<0.1%−5,500−61.5%減碼歷史
IONQIonQ, Inc.COM779$4.15 萬<0.1%−180−18.8%減碼歷史
Franklin Templeton ETF Tr35473P827FTSE CANADA805$4.14 萬<0.1%−2−0.2%減碼–
MRNAModerna, Inc.Stock590$4.13 萬<0.1%+166+39.2%加碼歷史
JBIOJade Biosciences, Inc.COM NEW1,859$4.13 萬<0.1%+1,858+185,800.0%加碼歷史
XPEVXpeng Inc.ADS3,110$4.12 萬<0.1%−2,925−48.5%減碼歷史
PRAAPra Group IncCOM2,166$4.11 萬<0.1%−1,545−41.6%減碼歷史
ACVAACV Auctions Inc.COM CL A5,720$4.11 萬<0.1%+3,203+127.3%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF3,790$4.11 萬<0.1%−1,647−30.3%減碼–
NPOEnpro Inc.COM109$4.11 萬<0.1%−87−44.4%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