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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
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF5,264$81.2 萬<0.1%−5,080−49.1%減碼–
AEPAmerican Electric Power Co IncStock5,916$80.9 萬<0.1%−407−6.4%減碼歷史
UBERUber Technologies, IncStock11,176$80.6 萬<0.1%−1,837−14.1%減碼歷史
CRWVCoreWeave, Inc.Stock8,093$80.6 萬<0.1%+6,773+513.1%加碼歷史
American Centy ETF Tr025072877US SML CP VALU6,327$78.9 萬<0.1%−2,368−27.2%減碼–
Vanguard World FD921910691ESG US CORP BD12,542$78.7 萬<0.1%+1,162+10.2%加碼–
AMPAmeriprise Financial IncCOM1,713$78.6 萬<0.1%−595−25.8%減碼歷史
CLColgate Palmolive CoStock8,564$78.5 萬<0.1%−984−10.3%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF21,422$77.7 萬<0.1%−5,482−20.4%減碼–
EVREvercore Inc.CLASS A2,263$77.3 萬<0.1%−596−20.8%減碼歷史
Volatility Shs Tr92864M3012X BITCOIN STRAT74,004$76.4 萬<0.1%+10.0%加碼–
RCLRoyal Caribbean Cruises LtdCOM2,400$76.2 萬<0.1%−461−16.1%減碼歷史
ADBEAdobe Inc.Stock3,713$76.1 萬<0.1%−1,942−34.3%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW8,001$76.1 萬<0.1%−4,449−35.7%減碼歷史
ILMNIllumina, Inc.COM4,303$75.7 萬<0.1%−777−15.3%減碼歷史
NDAQNasdaq, Inc.COM9,584$75.6 萬<0.1%−386−3.9%減碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS16,743$75.5 萬<0.1%−16,391−49.5%減碼歷史
iShares Tr46428743220 YR TR BD ETF8,724$75.4 萬<0.1%−8,432−49.1%減碼–
TRVTravelers Companies, Inc.Stock2,280$75.2 萬<0.1%−589−20.5%減碼歷史
Eventide International ETF86280R761ETF25,185$75.0 萬<0.1%−10,169−28.8%減碼–
Vanguard Information Technology ETF92204A702ETF6,267$74.9 萬<0.1%−277−4.2%減碼依 8 比 1 拆股換算–
MEDPMedpace Holdings, Inc.COM1,413$74.8 萬<0.1%−307−17.8%減碼歷史
TRGPTarga Resources Corp.COM2,790$74.8 萬<0.1%−1,515−35.2%減碼歷史
DVNDevon Energy CorpStock18,029$74.5 萬<0.1%−9,905−35.5%減碼歷史
FNGDBank of MontrealMICROSECTORS FA19,998$74.3 萬<0.1%+19,998新進歷史
RPRXRoyalty Pharma plcSHS CLASS A13,228$74.2 萬<0.1%+599+4.7%加碼歷史
TPRTapestry, Inc.COM5,061$74.1 萬<0.1%−2,057−28.9%減碼歷史
RFRegions Financial CorpCOM24,308$73.4 萬<0.1%−3,821−13.6%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF6,158$73.3 萬<0.1%−5,185−45.7%減碼–
RBB FD Inc74933W452F/M US TREASURY14,673$73.2 萬<0.1%+3,010+25.8%加碼–
LOWLowes Companies IncStock3,312$73.0 萬<0.1%−454−12.1%減碼歷史
CBRECbre Group, Inc.CL A5,408$72.8 萬<0.1%−304−5.3%減碼歷史
Dimensional ETF Trust25434V740EMERGING MKTS VA16,858$71.9 萬<0.1%−9,972−37.2%減碼–
AMTAmerican Tower CorpREIT4,378$71.6 萬<0.1%+1,254+40.1%加碼歷史
EQIXEquinix IncCOM683$71.2 萬<0.1%−114−14.3%減碼歷史
CFGCitizens Financial Group IncCOM10,137$71.0 萬<0.1%−1,069−9.5%減碼歷史
iShares Tr4642886613 7 YR TREAS BD6,044$71.0 萬<0.1%−53−0.9%減碼–
Schwab US Aggregate Bond ETF808524839ETF30,480$70.5 萬<0.1%−11,857−28.0%減碼–
KMIKinder Morgan, Inc.Stock21,912$70.1 萬<0.1%−4,861−18.2%減碼歷史
NOCNorthrop Grumman CorpStock1,370$69.8 萬<0.1%−474−25.7%減碼歷史
GILDGilead Sciences, Inc.Stock5,499$69.5 萬<0.1%−1,278−18.9%減碼歷史
SGOLabrdn Gold ETF TrustETF18,097$69.2 萬<0.1%−7,715−29.9%減碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF12,536$69.2 萬<0.1%+4,343+53.0%加碼–
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,335$69.0 萬<0.1%−106−1.3%減碼–
iShares Tr464288885EAFE GRWTH ETF5,526$68.8 萬<0.1%−2,137−27.9%減碼–
DHRDanaher CorpStock3,603$68.6 萬<0.1%−2,846−44.1%減碼歷史
PAYXPaychex IncStock6,980$68.6 萬<0.1%+1,051+17.7%加碼歷史
MLIMueller Industries IncCOM5,532$68.0 萬<0.1%−458−7.6%減碼歷史
AMHAmerican Homes 4 RentCL A20,239$67.9 萬<0.1%−74,818−78.7%減碼歷史
SOFISoFi Technologies, Inc.Stock37,832$67.8 萬<0.1%+33,445+762.4%加碼歷史
Schwab International Small-Cap Equity ETF808524888ETF14,049$67.6 萬<0.1%−5,324−27.5%減碼–
UALUnited Airlines Holdings, Inc.COM4,971$67.6 萬<0.1%−1,619−24.6%減碼歷史
UGLProShares Trust IIULTRA GOLD15,363$67.4 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock1,357$67.4 萬<0.1%−150−10.0%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS33,857$67.3 萬<0.1%−13,710−28.8%減碼歷史
GISGeneral Mills IncStock19,348$67.3 萬<0.1%−6,077−23.9%減碼歷史
ZMZoom Communications, Inc.Stock7,776$67.1 萬<0.1%−1,055−11.9%減碼歷史
FITBFifth Third BancorpCOM11,905$67.1 萬<0.1%−7,092−37.3%減碼歷史
Schwab U.S. REIT ETF808524847ETF28,304$67.0 萬<0.1%−7,527−21.0%減碼–
ENBEnbridge IncStock12,267$66.5 萬<0.1%−4,105−25.1%減碼歷史
AMEAmetek IncCOM2,744$66.4 萬<0.1%−613−18.3%減碼歷史
ARMArm Holdings PLCADR1,871$66.3 萬<0.1%−124−6.2%減碼歷史
SYYSysco CorpStock7,917$66.2 萬<0.1%−626−7.3%減碼歷史
TFCTruist Financial CorpCOM13,208$65.8 萬<0.1%−3,815−22.4%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS12,502$65.5 萬<0.1%−9,429−43.0%減碼–
SNPSSynopsys IncCOM1,468$65.5 萬<0.1%+656+80.8%加碼歷史
SHELShell plcADR8,419$65.3 萬<0.1%−111−1.3%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM3,012$65.3 萬<0.1%−208−6.5%減碼歷史
MNSTMonster Beverage CorpCOM6,784$65.2 萬<0.1%−1,531−18.4%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK4,437$65.1 萬<0.1%−962−17.8%減碼歷史
Fidelity Merrimack STR Tr316188309TOTAL BD ETF14,279$65.0 萬<0.1%−48−0.3%減碼–
iShares Tr464288760US AER DEF ETF2,676$64.9 萬<0.1%+84+3.2%加碼–
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,073$64.7 萬<0.1%−334−2.7%減碼–
TAT&T Inc.Stock31,141$64.5 萬<0.1%−9,994−24.3%減碼歷史
DGDollar General CorpCOM5,584$64.3 萬<0.1%−2,923−34.4%減碼歷史
iShares Tr46436E767ESG MSCI USA ETF9,190$63.8 萬<0.1%+958+11.6%加碼–
NVSNovartis AGADR4,064$63.7 萬<0.1%−2,440−37.5%減碼歷史
VRSNVerisign IncCOM2,517$63.3 萬<0.1%+340+15.6%加碼歷史
ROSTRoss Stores, Inc.COM2,973$63.3 萬<0.1%−491−14.2%減碼歷史
UBSUBS Group AGStock12,751$63.2 萬<0.1%−6,854−35.0%減碼歷史
BIIBBiogen Inc.COM2,906$62.8 萬<0.1%−272−8.6%減碼歷史
PFEPfizer IncStock26,002$62.6 萬<0.1%−9,593−27.0%減碼歷史
GRMNGarmin LtdSHS2,628$62.4 萬<0.1%−505−16.1%減碼歷史
VSTVistra Corp.Stock3,922$62.2 萬<0.1%−308−7.3%減碼歷史
ISRGIntuitive Surgical IncCOM NEW1,563$62.2 萬<0.1%−517−24.9%減碼歷史
UGAUnited States Gasoline Fund, LPUNITS6,028$62.1 萬<0.1%+949+18.7%加碼歷史
HWMHowmet Aerospace Inc.Stock2,299$61.8 萬<0.1%−500−17.9%減碼歷史
SYKStryker CorpStock1,962$61.8 萬<0.1%−1,019−34.2%減碼歷史
MSIMotorola Solutions, Inc.Stock1,485$61.7 萬<0.1%−584−28.2%減碼歷史
TSEMTower Semiconductor LtdSHS NEW2,361$61.5 萬<0.1%−100−4.1%減碼歷史
MDLZMondelez International, Inc.Stock10,571$61.1 萬<0.1%−1,195−10.2%減碼歷史
Pacer Trendpilot US Large Cap ETF69374H105ETF10,486$61.1 萬<0.1%00.0%不變–
iShares Russell Mid-Cap Value ETF464287473ETF3,711$61.1 萬<0.1%+76+2.1%加碼–
CRDOCredo Technology Group Holding LtdStock2,241$60.9 萬<0.1%+1,636+270.4%加碼歷史
iShares Tr464287390LATN AMER 40 ETF17,903$60.4 萬<0.1%−21,308−54.3%減碼–
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,545$60.4 萬<0.1%−931−26.8%減碼歷史
Vanguard Wellington FD921935870SHORT TRM TAX EX5,937$60.2 萬<0.1%−400−6.3%減碼–
iShares Tr46435U218ESG MSCI LEADR4,529$60.1 萬<0.1%−3−0.1%減碼–
MCOMoodys CorpStock1,325$60.0 萬<0.1%+25+1.9%加碼歷史
CICigna GroupStock2,169$59.8 萬<0.1%−943−30.3%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