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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
iShares Tr464287861EUROPE ETF5,061$36.9 萬<0.1%−1,664−24.7%減碼–
VSATViasat IncCOM4,103$36.8 萬<0.1%+77+1.9%加碼歷史
ITTItt Inc.COM1,861$36.8 萬<0.1%−600−24.4%減碼歷史
CTASCintas CorpStock2,163$36.8 萬<0.1%−691−24.2%減碼歷史
CPRTCopart IncCOM13,037$36.8 萬<0.1%+30+0.2%加碼歷史
IRMIron Mountain IncCOM2,884$36.4 萬<0.1%+88+3.1%加碼歷史
ProShares Tr74350P675ULTRAPRO SHORT9,999$36.3 萬<0.1%+9,999新進–
RBCRBC Bearings INCCOM562$36.2 萬<0.1%+69+14.0%加碼歷史
CMECME Group Inc.COM1,639$36.2 萬<0.1%−1,126−40.7%減碼歷史
VanEck Semiconductor ETF92189F676ETF552$36.2 萬<0.1%+37+7.2%加碼–
HSTHost Hotels & Resorts, Inc.COM15,259$36.2 萬<0.1%+877+6.1%加碼歷史
ANAutonation, Inc.COM1,945$36.1 萬<0.1%+7+0.4%加碼歷史
BEBloom Energy CorpCOM CL A1,193$36.1 萬<0.1%+166+16.2%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,338$36.1 萬<0.1%−645−32.5%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF9,762$36.0 萬<0.1%−2,212−18.5%減碼–
ROKRockwell Automation, IncStock727$36.0 萬<0.1%−399−35.4%減碼歷史
MFCManulife Financial CorpCOM8,853$35.9 萬<0.1%−5,913−40.0%減碼歷史
iShares Tr46436E759ESG EAFE ETF4,216$35.7 萬<0.1%+719+20.6%加碼–
Unified Ser Tr90470L519ONEA CORE BD ETF15,631$35.5 萬<0.1%+5,172+49.5%加碼–
RIORio Tinto PLCADR3,739$35.5 萬<0.1%−1,395−27.2%減碼歷史
RLRalph Lauren CorpCL A881$35.4 萬<0.1%−370−29.6%減碼歷史
OCOwens CorningStock2,224$35.4 萬<0.1%+208+10.3%加碼歷史
FDXFFedEx Freight Holding Company, Inc.COMMON STOCK2,337$35.3 萬<0.1%+2,337新進歷史
GSATGlobalstar, Inc.COM NEW4,341$35.3 萬<0.1%+157+3.8%加碼歷史
SYFSynchrony FinancialCOM4,632$35.2 萬<0.1%−1,956−29.7%減碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,566$35.2 萬<0.1%−4,851−46.6%減碼歷史
SLBSLB LimitedStock7,566$35.2 萬<0.1%−3,679−32.7%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -6,679$35.2 萬<0.1%+1,707+34.3%加碼歷史
DOVDOVER CorpCOM1,561$35.0 萬<0.1%−412−20.9%減碼歷史
PLXSPlexus CorpCOM1,164$35.0 萬<0.1%−18−1.5%減碼歷史
PRUPrudential Financial IncStock3,235$34.9 萬<0.1%−341−9.5%減碼歷史
MTDMettler Toledo International IncCOM273$34.9 萬<0.1%−90−24.8%減碼歷史
NINisource Inc.COM7,332$34.9 萬<0.1%−43−0.6%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,015$34.8 萬<0.1%−480−32.1%減碼–
DLRDigital Realty Trust, Inc.COM1,935$34.7 萬<0.1%−215−10.0%減碼歷史
PBProsperity Bancshares IncCOM4,753$34.7 萬<0.1%−527−10.0%減碼歷史
ROLRollins IncCOM8,259$34.5 萬<0.1%−1,872−18.5%減碼歷史
Tidal Trust II88636R479DEFIA AI PWR ETF10,302$34.4 萬<0.1%+10,302新進–
HLIHoulihan Lokey, Inc.CL A2,565$34.4 萬<0.1%−257−9.1%減碼歷史
OSKOshkosh CorpCOM2,231$34.2 萬<0.1%+7+0.3%加碼歷史
MKCMcCormick & Co IncStock6,787$34.2 萬<0.1%+4,306+173.6%加碼歷史
CASYCaseys General Stores IncCOM430$34.2 萬<0.1%−40−8.5%減碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT16,575$34.1 萬<0.1%−1,260−7.1%減碼歷史
ONOn Semiconductor CorpStock3,602$34.1 萬<0.1%−2,963−45.1%減碼歷史
CMSCMS Energy CorpCOM4,422$33.8 萬<0.1%−505−10.2%減碼歷史
Global X FDS37954Y624AUTONMOUS EV ETF8,737$33.7 萬<0.1%+8,737新進–
iShares Tr464288513IBOXX HI YD ETF4,182$33.4 萬<0.1%−2,860−40.6%減碼–
ADMArcher-Daniels-Midland CoStock4,375$33.4 萬<0.1%−4,743−52.0%減碼歷史
AMKRAmkor Technology, Inc.COM3,865$33.3 萬<0.1%−446−10.3%減碼歷史
EATBrinker International, IncStock1,982$33.3 萬<0.1%−39−1.9%減碼歷史
WALWestern Alliance BancorporationCOM4,043$33.2 萬<0.1%+2,256+126.2%加碼歷史
CMGChipotle Mexican Grill IncCOM9,766$33.2 萬<0.1%−12,974−57.1%減碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF5,739$33.1 萬<0.1%−5,715−49.9%減碼–
WTSWatts Water Technologies IncCL A844$33.1 萬<0.1%−104−11.0%減碼歷史
BALLBALL CorpCOM5,286$33.0 萬<0.1%−955−15.3%減碼歷史
GWWW.W. Grainger, Inc.Stock240$32.7 萬<0.1%−114−32.2%減碼歷史
Global X FDS37954Y368S&P EX US ETF8,217$32.6 萬<0.1%−125−1.5%減碼–
HALOHalozyme Therapeutics, Inc.COM4,146$32.5 萬<0.1%+1,145+38.2%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW2,623$32.4 萬<0.1%−133−4.8%減碼歷史
FTAIFTAI Aviation Ltd.SHS1,195$32.3 萬<0.1%−89−6.9%減碼歷史
ProShares Tr74347R107PSHS ULT S&P 5004,795$32.3 萬<0.1%+823+20.7%加碼–
JEFJefferies Financial Group Inc.COM6,460$32.3 萬<0.1%+1,998+44.8%加碼歷史
BTSGBrightSpring Health Services, Inc.COM4,624$32.2 萬<0.1%−94−2.0%減碼歷史
BlackRock ETF Trust09290C764ISHA IN CTRY ETF8,799$32.2 萬<0.1%+6,154+232.7%加碼–
NUENucor CorpCOM1,440$32.1 萬<0.1%−624−30.2%減碼歷史
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD7,336$32.0 萬<0.1%+1,278+21.1%加碼–
PPLPPL CorpCOM8,816$32.0 萬<0.1%+3,450+64.3%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,187$32.0 萬<0.1%+30+1.4%加碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE6,670$31.8 萬<0.1%−877−11.6%減碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,615$31.7 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD336917109SHS6,502$31.6 萬<0.1%00.0%不變–
CHTRCharter Communications, Inc.CL A2,220$31.6 萬<0.1%+1,157+108.8%加碼歷史
BlackRock ETF Trust09290C855ISHA LA CORE ETF6,257$31.5 萬<0.1%−302−4.6%減碼–
AXSAxis Capital Holdings LtdSHS2,932$31.5 萬<0.1%−1,357−31.6%減碼歷史
MTBM&T Bank CorpCOM1,319$31.4 萬<0.1%−338−20.4%減碼歷史
MLMMartin Marietta Materials IncCOM543$31.3 萬<0.1%+158+41.0%加碼歷史
PEGPublic Service Enterprise Group IncCOM3,848$31.2 萬<0.1%+1,529+65.9%加碼歷史
RKTRocket Companies, Inc.Stock19,791$31.2 萬<0.1%−10,081−33.7%減碼歷史
LHLabcorp Holdings Inc.Stock1,111$31.1 萬<0.1%−826−42.6%減碼歷史
BNSBank of Nova ScotiaCOM3,575$31.0 萬<0.1%−963−21.2%減碼歷史
SFMSprouts Farmers Market, Inc.COM3,666$31.0 萬<0.1%−3,831−51.1%減碼歷史
FIVEFive Below, IncCOM1,722$31.0 萬<0.1%−553−24.3%減碼歷史
GDXUBank of MontrealMICROSCTR 3X LEV3,618$30.9 萬<0.1%+203+5.9%加碼歷史
IRDMIridium Communications Inc.COM5,621$30.8 萬<0.1%+1,871+49.9%加碼歷史
NSCNorfolk Southern CorpStock980$30.8 萬<0.1%−643−39.6%減碼歷史
NVRNVR IncCOM45$30.8 萬<0.1%+41+1,025.0%加碼歷史
HLNHaleon plcADR32,803$30.6 萬<0.1%−24,723−43.0%減碼歷史
CVNACarvana Co.CL A4,642$30.6 萬<0.1%−478−9.3%減碼依 5 比 1 拆股換算歷史
IEXIdex CorpCOM1,341$30.4 萬<0.1%−105−7.3%減碼歷史
AWKAmerican Water Works Company, Inc.Stock2,311$30.4 萬<0.1%+332+16.8%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD6,636$30.4 萬<0.1%00.0%不變–
INGING Groep NVSPONSORED ADR9,681$30.4 萬<0.1%−4,901−33.6%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF1,343$30.3 萬<0.1%+45+3.5%加碼–
Amplify LQD Investment Grade 12 Target Income ETF032108326ETF12,331$30.2 萬<0.1%+12,331新進–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,424$30.1 萬<0.1%+4+0.2%加碼–
BHPBHP Group LtdADR3,601$30.0 萬<0.1%−1,785−33.1%減碼歷史
CHEChemed CorpCOM644$30.0 萬<0.1%+238+58.6%加碼歷史
EWEdwards Lifesciences CorpStock3,308$29.9 萬<0.1%−1,151−25.8%減碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD8,720$29.9 萬<0.1%+3,820+78.0%加碼–
ROPRoper Technologies IncStock881$29.8 萬<0.1%−1,131−56.2%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%–
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