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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
EMEEMCOR Group, Inc.Stock1,545$128.2 萬<0.1%−330−17.6%減碼歷史
SPCXSpace Exploration Technologies CorpCLASS A COM STK7,496$128.1 萬<0.1%+7,496新進歷史
Exchange Place Advis301471108N SQ RCIM TAX-ADV PR49,728$126.8 萬<0.1%+51+0.1%加碼–
MCDMcDonalds CorpStock4,683$126.6 萬<0.1%−1,094−18.9%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,795$126.2 萬<0.1%−300−14.3%減碼歷史
FTITechnipFMC plcCOM18,868$125.1 萬<0.1%−4,275−18.5%減碼歷史
FTNTFortinet, Inc.Stock8,127$124.9 萬<0.1%−2,002−19.8%減碼歷史
PHParker-Hannifin CorpStock1,270$124.2 萬<0.1%+15+1.2%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF42,163$122.1 萬<0.1%−3,235−7.1%減碼–
GDGeneral Dynamics CorpStock3,435$121.7 萬<0.1%−885−20.5%減碼歷史
NEENextera Energy IncStock13,786$121.0 萬<0.1%−361−2.6%減碼歷史
iShares S&P 100 ETF464287101ETF3,305$120.9 萬<0.1%−694−17.4%減碼–
BlackRock ETF Trust09290C509ISHA US AWAR ETF15,036$120.5 萬<0.1%+1,601+11.9%加碼–
DALDelta Air Lines, Inc.COM NEW12,856$120.4 萬<0.1%−3,591−21.8%減碼歷史
RSGRepublic Services, Inc.COM5,584$119.0 萬<0.1%−3,834−40.7%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF32,862$118.7 萬<0.1%−7,929−19.4%減碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN29,499$118.7 萬<0.1%+366+1.3%加碼歷史
PCGPG&E CorpStock69,390$116.7 萬<0.1%−19,908−22.3%減碼歷史
PEPPepsiCo IncStock8,618$116.7 萬<0.1%−4,636−35.0%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock6,994$116.6 萬<0.1%−1,815−20.6%減碼歷史
iShares Russell 2000 ETF464287655ETF3,854$115.8 萬<0.1%−1,295−25.2%減碼–
Schwab Strategic Tr808524862SHT TM US TRES47,629$115.0 萬<0.1%−5,199−9.8%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF7,238$114.8 萬<0.1%−2,128−22.7%減碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF11,669$114.6 萬<0.1%−7,163−38.0%減碼–
AFLAflac IncStock9,771$114.6 萬<0.1%−8,060−45.2%減碼歷史
iShares S&P 500 Value ETF464287408ETF5,038$114.4 萬<0.1%−2,131−29.7%減碼–
DUKDuke Energy CORPStock8,942$113.2 萬<0.1%−2,461−21.6%減碼歷史
OXYOccidental Petroleum CorpStock23,220$112.8 萬<0.1%−14,715−38.8%減碼歷史
BLKBlackRock, Inc.Stock1,156$111.2 萬<0.1%−170−12.8%減碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF3,614$110.7 萬<0.1%−3,295−47.7%減碼–
DGXQuest Diagnostics IncCOM5,172$109.6 萬<0.1%−4,431−46.1%減碼歷史
ABNBAirbnb, Inc.Stock7,660$109.6 萬<0.1%−963−11.2%減碼歷史
EOGEOG Resources IncStock8,443$109.5 萬<0.1%−3,510−29.4%減碼歷史
iShares Semiconductor ETF464287523ETF1,701$109.0 萬<0.1%+894+110.8%加碼–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR42,918$107.6 萬<0.1%−29,728−40.9%減碼歷史
KEYSKeysight Technologies, Inc.Stock3,057$107.0 萬<0.1%−2,024−39.8%減碼歷史
Innovator ETFs Trust45783Y681NASDAQ 100 MANA29,300$106.9 萬<0.1%00.0%不變–
CRMSalesforce, Inc.Stock6,808$106.7 萬<0.1%−4,441−39.5%減碼歷史
CCLCarnival Corp Ltd.Stock37,222$106.3 萬<0.1%+408+1.1%加碼歷史
iShares Tr46435U853BROAD USD HIGH28,702$106.3 萬<0.1%+1,523+5.6%加碼–
WMWaste Management IncStock4,741$105.7 萬<0.1%−1,361−22.3%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF13,020$104.9 萬<0.1%−4,544−25.9%減碼依 4 比 1 拆股換算–
AB Active ETFs Inc00039J103ULTRA SHORT INCM20,782$104.6 萬<0.1%−1,063−4.9%減碼–
WCNWaste Connections, Inc.COM6,205$103.4 萬<0.1%+1,893+43.9%加碼歷史
VZVerizon Communications IncStock24,327$103.0 萬<0.1%−4,859−16.6%減碼歷史
WMBWilliams Companies, Inc.COM13,823$102.8 萬<0.1%−2,759−16.6%減碼歷史
Schwab International Equity ETF808524805ETF36,940$102.3 萬<0.1%−4,492−10.8%減碼–
INCYIncyte CorpCOM9,004$102.1 萬<0.1%−4,066−31.1%減碼歷史
Schwab US Tips ETF808524870ETF38,425$101.8 萬<0.1%−6,068−13.6%減碼–
NETCloudflare, Inc.CL A COM4,140$101.5 萬<0.1%−46−1.1%減碼歷史
HPEHewlett Packard Enterprise CoCOM22,281$100.5 萬<0.1%−4,204−15.9%減碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF18,971$100.3 萬<0.1%+2,892+18.0%加碼–
CALMCal-Maine Foods IncCOM NEW12,416$100.0 萬<0.1%+5,817+88.1%加碼歷史
AITApplied Industrial Technologies IncCOM2,946$99.6 萬<0.1%+195+7.1%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN51,741$98.9 萬<0.1%−1,151−2.2%減碼歷史
BNYBank of New York Mellon CorpStock6,766$97.9 萬<0.1%−1,071−13.7%減碼歷史
Direxion Shs ETF Tr25459W862DRX S&P500BULL3,613$97.8 萬<0.1%−5,353−59.7%減碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF11,824$97.7 萬<0.1%−6,996−37.2%減碼–
NVTnVent Electric plcSHS5,740$97.3 萬<0.1%−533−8.5%減碼歷史
SNOWSnowflake Inc.Stock3,819$97.2 萬<0.1%−6,810−64.1%減碼歷史
ETREntergy CorpCOM8,451$97.1 萬<0.1%−73−0.9%減碼歷史
iShares Tr464289859CORE 80 20 ETF9,913$96.7 萬<0.1%+30+0.3%加碼–
STRKStrategy IncSERIES A PERP PF16,355$96.2 萬<0.1%+14,891+1,017.1%加碼歷史
MPWRMonolithic Power Systems, Inc.COM690$95.4 萬<0.1%−44−6.0%減碼歷史
Invesco S&P 500 Quality ETF46137V241ETF10,397$93.7 萬<0.1%−492−4.5%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF17,525$93.1 萬<0.1%+822+4.9%加碼–
RYRoyal Bank of CanadaStock4,481$92.7 萬<0.1%−2,520−36.0%減碼歷史
PLDPrologis, Inc.REIT6,803$92.2 萬<0.1%−574−7.8%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF13,467$92.1 萬<0.1%+20+0.1%加碼–
JCIJohnson Controls International plcStock6,292$91.9 萬<0.1%−1,304−17.2%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,146$89.9 萬<0.1%+179+2.0%加碼–
PKGPackaging Corp of AmericaStock3,754$89.5 萬<0.1%−4,204−52.8%減碼歷史
SYMSymbotic Inc.Stock19,858$89.3 萬<0.1%−310−1.5%減碼歷史
XELXcel Energy IncStock11,091$89.1 萬<0.1%−1,263−10.2%減碼歷史
BKNGBooking Holdings Inc.Stock4,989$88.9 萬<0.1%−2,686−35.0%減碼依 25 比 1 拆股換算歷史
iShares Inc464286517JP MORGAN EM ETF20,681$87.7 萬<0.1%+10,028+94.1%加碼–
SFBSServisFirst Bancshares, Inc.COM10,115$87.7 萬<0.1%−9,001−47.1%減碼歷史
iShares Tr464288570ESG MSCI KLD ETF6,156$87.6 萬<0.1%+826+15.5%加碼–
Invesco Nasdaq 100 ETF46138G649ETF2,889$87.5 萬<0.1%−1,135−28.2%減碼–
NOWServiceNow, Inc.Stock8,806$87.4 萬<0.1%−3,270−27.1%減碼歷史
iShares Tr464287721U.S. TECH ETF3,461$87.3 萬<0.1%−921−21.0%減碼–
MOAltria Group, Inc.Stock12,128$87.3 萬<0.1%−1,590−11.6%減碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF35,357$87.2 萬<0.1%−3,827−9.8%減碼–
CBSHCommerce Bancshares IncStock15,055$86.9 萬<0.1%+2,695+21.8%加碼歷史
TMOThermo Fisher Scientific Inc.Stock1,715$86.0 萬<0.1%−969−36.1%減碼歷史
USBUS Bancorp DECOM NEW14,227$85.9 萬<0.1%−2,014−12.4%減碼歷史
NEMNEWMONT CorpStock9,120$85.2 萬<0.1%−4,808−34.5%減碼歷史
CDNSCadence Design Systems IncStock2,255$84.6 萬<0.1%+381+20.3%加碼歷史
ADPAutomatic Data Processing IncStock3,764$84.3 萬<0.1%−788−17.3%減碼歷史
MOHMolina Healthcare, Inc.COM3,674$84.0 萬<0.1%+475+14.8%加碼歷史
AONAon plcCL A2,522$83.7 萬<0.1%−116−4.4%減碼歷史
First Tr Exchange-Traded FD33734H106SHS17,341$83.5 萬<0.1%+3,057+21.4%加碼–
DISWalt Disney CoStock8,653$83.3 萬<0.1%−1,999−18.8%減碼歷史
SPGIS&P Global Inc.Stock2,039$83.0 萬<0.1%−838−29.1%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF3,367$82.9 萬<0.1%−2,713−44.6%減碼–
Franklin Templeton ETF Tr35473P652FTSE EUROPE21,236$82.5 萬<0.1%−36,912−63.5%減碼–
ESEversource EnergyStock11,331$81.9 萬<0.1%+4,390+63.2%加碼歷史
ORLYO Reilly Automotive IncStock8,873$81.7 萬<0.1%−5,333−37.5%減碼歷史
PWRQuanta Services, Inc.COM1,133$81.6 萬<0.1%−89−7.3%減碼歷史
iShares Tr46435G193ESG AWRE USD ETF35,106$81.3 萬<0.1%−12,992−27.0%減碼–

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