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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
VanEck ETF Trust92189F601URANI NUCLE ETF3,817$44.3 萬<0.1%+125+3.4%加碼–
USOUnited States Oil Fund, LPUNITS4,159$44.3 萬<0.1%+4,072+4,680.5%加碼歷史
LECOLincoln Electric Holdings IncCOM1,664$44.2 萬<0.1%−311−15.7%減碼歷史
RBRKRubrik, Inc.Stock5,498$44.1 萬<0.1%+4,022+272.5%加碼歷史
IVZInvesco Ltd.Stock16,706$44.1 萬<0.1%−2,563−13.3%減碼歷史
TXRHTexas Roadhouse, Inc.COM2,279$44.0 萬<0.1%−352−13.4%減碼歷史
Vanguard Real Estate ETF922908553ETF4,563$44.0 萬<0.1%−1,440−24.0%減碼–
NTNXNutanix, Inc.Stock8,619$43.9 萬<0.1%−219−2.5%減碼歷史
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT5,722$43.8 萬<0.1%+4,150+264.0%加碼–
AJGArthur J. Gallagher & Co.COM1,904$43.7 萬<0.1%−551−22.4%減碼歷史
KLICKulicke & Soffa Industries IncCOM3,260$43.6 萬<0.1%+103+3.3%加碼歷史
APPAppLovin CorpCOM CL A845$43.5 萬<0.1%−26−3.0%減碼歷史
YOUClear Secure, Inc.COM CL A7,790$43.4 萬<0.1%+89+1.2%加碼歷史
ITWIllinois Tool Works IncStock1,594$43.1 萬<0.1%+128+8.7%加碼歷史
CHDChurch & Dwight Co IncCOM4,446$43.1 萬<0.1%+54+1.2%加碼歷史
IQVIQVIA Holdings Inc.Stock2,227$43.0 萬<0.1%−731−24.7%減碼歷史
Vanguard World FD921910709EXTENDED DUR6,600$43.0 萬<0.1%+6,600新進–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET2,362$42.8 萬<0.1%+337+16.6%加碼歷史
UTHRUnited Therapeutics CorpCOM789$42.8 萬<0.1%−305−27.9%減碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,533$42.7 萬<0.1%−310−10.9%減碼–
iShares Tr464288414NATIONAL MUN ETF3,962$42.6 萬<0.1%−454−10.3%減碼–
UMCUnited Microelectronics CorpSPON ADR NEW15,625$42.5 萬<0.1%−10,494−40.2%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF8,430$42.5 萬<0.1%+4,561+117.9%加碼–
FASTFastenal CoStock8,841$42.5 萬<0.1%−2,415−21.5%減碼歷史
TTCToro CoCOM4,346$42.3 萬<0.1%−1,126−20.6%減碼歷史
CAGConagra Brands Inc.Stock31,374$42.2 萬<0.1%+3,362+12.0%加碼歷史
MARMarriott International IncStock1,137$42.1 萬<0.1%−405−26.3%減碼歷史
CORCencora, Inc.Stock1,480$41.9 萬<0.1%−427−22.4%減碼歷史
COOCooper Companies, Inc.COM5,825$41.8 萬<0.1%+528+10.0%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,982$41.7 萬<0.1%−25−0.5%減碼–
VEEVVeeva Systems IncStock2,350$41.7 萬<0.1%−137−5.5%減碼歷史
iShares Tr464287150CORE S&P TTL STK2,536$41.7 萬<0.1%−191−7.0%減碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF7,979$41.3 萬<0.1%−3,517−30.6%減碼–
BDXBecton Dickinson & CoStock2,729$41.3 萬<0.1%−1,463−34.9%減碼歷史
BSXBoston Scientific CorpStock9,651$41.2 萬<0.1%−3,851−28.5%減碼歷史
SPOTSpotify Technology S.A.Stock896$41.1 萬<0.1%−1,013−53.1%減碼歷史
DINOHF Sinclair CorpCOM5,885$41.0 萬<0.1%−2,450−29.4%減碼歷史
MDBMongoDB, Inc.CL A1,219$40.9 萬<0.1%−351−22.4%減碼歷史
Fidelity Covington Trust31609A305ENHANCED LARGE9,348$40.9 萬<0.1%+8+0.1%加碼–
TSNTyson Foods, Inc.Stock7,141$40.9 萬<0.1%−6,827−48.9%減碼歷史
NTRSNorthern Trust CorpCOM2,351$40.9 萬<0.1%−614−20.7%減碼歷史
FDSFactset Research Systems IncStock1,767$40.7 萬<0.1%+1,077+156.1%加碼歷史
ORealty Income CorpREIT6,528$40.5 萬<0.1%−2,281−25.9%減碼歷史
TXTTextron IncCOM4,409$40.4 萬<0.1%−1,763−28.6%減碼歷史
HIGHartford Insurance Group, Inc.Stock3,052$40.4 萬<0.1%−1,147−27.3%減碼歷史
MKSIMKS IncCOM909$40.4 萬<0.1%−211−18.8%減碼歷史
SSentinelOne, Inc.CL A23,805$40.4 萬<0.1%+1,145+5.1%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF15,804$40.3 萬<0.1%−294−1.8%減碼–
BPBP PLCADR10,910$40.3 萬<0.1%−3,951−26.6%減碼歷史
WWDWoodward, Inc.COM943$40.1 萬<0.1%−197−17.3%減碼歷史
WECWec Energy Group, Inc.Stock3,434$40.1 萬<0.1%−1,150−25.1%減碼歷史
BPOPPopular, Inc.COM NEW2,439$40.0 萬<0.1%−434−15.1%減碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,355$40.0 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R523ST STR BL 12 ETF4,019$39.9 萬<0.1%−10,807−72.9%減碼–
MOSMosaic CoCOM18,824$39.9 萬<0.1%−3,626−16.2%減碼歷史
iShares Tr46436E221ESG AWR MSCI USA11,350$39.9 萬<0.1%+2,014+21.6%加碼–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF10,025$39.8 萬<0.1%−17,951−64.2%減碼–
CAHCardinal Health IncStock1,675$39.8 萬<0.1%−326−16.3%減碼歷史
FLEXFlex Ltd.Stock2,454$39.8 萬<0.1%−2,373−49.2%減碼歷史
MCHPMicrochip Technology IncStock4,354$39.7 萬<0.1%−708−14.0%減碼歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,476$39.7 萬<0.1%00.0%不變–
ONTOOnto Innovation Inc.COM1,047$39.6 萬<0.1%−142−11.9%減碼歷史
SAPSAP SEADR2,568$39.6 萬<0.1%−514−16.7%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF3,873$39.6 萬<0.1%+3,534+1,042.5%加碼–
SONYSony Group CorpSPONSORED ADR19,719$39.6 萬<0.1%−9,062−31.5%減碼歷史
iShares Tr464287556ISHARES BIOTECH2,074$39.5 萬<0.1%00.0%不變–
BCSBarclays PLCADR14,680$39.4 萬<0.1%−5,180−26.1%減碼歷史
NNNNNN REIT, Inc.REIT8,455$39.3 萬<0.1%+1,911+29.2%加碼歷史
LAMRLamar Advertising CoREIT2,513$39.2 萬<0.1%−657−20.7%減碼歷史
NXPLNextPlat CorpCOM58,067$39.2 萬<0.1%+58,067新進歷史
iShares Tr46435G409MSCI INTL VLU FT9,354$39.1 萬<0.1%−3,260−25.8%減碼–
EGPEastgroup Properties IncCOM1,931$39.1 萬<0.1%−85−4.2%減碼歷史
WCCWesco International IncCOM1,129$39.0 萬<0.1%−328−22.5%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,311$39.0 萬<0.1%−1,345−17.6%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR66,821$39.0 萬<0.1%−42,443−38.8%減碼歷史
iShares Inc46434G509CUR HD MSCI EM8,669$38.8 萬<0.1%+8,669新進–
ACNAccenture plcStock3,110$38.7 萬<0.1%+216+7.5%加碼歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF6,541$38.7 萬<0.1%+2,187+50.2%加碼–
EFXEquifax IncCOM2,436$38.7 萬<0.1%−236−8.8%減碼歷史
EBAYeBay IncCOM3,455$38.6 萬<0.1%−908−20.8%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1738$38.6 萬<0.1%+45+6.5%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,576$38.6 萬<0.1%−943−20.9%減碼–
BlackRock ETF Trust09290C780ISHA I IN TE ETF7,310$38.5 萬<0.1%−4,328−37.2%減碼–
WFWoori Financial Group Inc.SPONSORED ADS6,714$38.5 萬<0.1%−5,911−46.8%減碼歷史
HONHoneywell International IncStock1,721$38.5 萬<0.1%+1,721新進歷史
PFNPIMCO Income Strategy Fund IICOM53,514$38.2 萬<0.1%−1,329−2.4%減碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL3,587$38.1 萬<0.1%+14+0.4%加碼–
HONAHoneywell Aerospace Inc.COM1,724$38.1 萬<0.1%+1,724新進歷史
METMetlife IncStock4,500$38.1 萬<0.1%−1,042−18.8%減碼歷史
NVONovo Nordisk A SADR7,937$38.0 萬<0.1%−427−5.1%減碼歷史
EWBCEast West Bancorp IncCOM2,942$38.0 萬<0.1%−174−5.6%減碼歷史
MTCHMatch Group, Inc.COM9,969$37.9 萬<0.1%−2,483−19.9%減碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF8,171$37.6 萬<0.1%−1,099−11.9%減碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,532$37.4 萬<0.1%−698−21.6%減碼–
KMXCarMax IncCOM7,053$37.3 萬<0.1%−4,288−37.8%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF5,536$37.2 萬<0.1%+185+3.5%加碼–
ECLEcolab Inc.Stock1,330$37.1 萬<0.1%−678−33.8%減碼歷史
ULTAUlta Beauty, Inc.Stock820$37.0 萬<0.1%−850−50.9%減碼歷史
VMCVulcan Materials COCOM1,253$37.0 萬<0.1%−61−4.6%減碼歷史
GLGlobe Life Inc.COM2,068$37.0 萬<0.1%−298−12.6%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（207 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 207 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
Expro Group Holdings N.V.N33462107COM1,936$3.37 萬<0.1%–
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%–
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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