EverSource Wealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710537
$29.69亿2026Q2 申报市值
4,389持仓数
20.3%前十大占比 · 第一大 3.7%
208 / 218新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWO 加仓+$1,162.34万
POOL 加仓+$780.38万
USIG 加仓+$606.25万
CGCP 加仓+$571.74万
XOM 新建仓+$550.71万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$7,853.16万
VEA 减仓-$6,772.86万
VTV 减仓-$5,710.24万
PRAXIS IMPACT LA 减仓-$3,472.33万
PRAXIS IMPACT LA 减仓-$3,213.63万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -60,927 | -100.0% | -$1,033.68万 | 清仓 |
| — | PROSHARES ULTRA BLOOMBERG NATURAL GAS | $0 | 0.00% | 0 | -33,534 | -100.0% | -$54.06万 | 清仓 |
| — | BRAZIL POTASH CORP COMMON SHARES | $0 | 0.00% | 0 | -138,839 | -100.0% | -$44.98万 | 清仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -9,215 | -100.0% | -$44.17万 | 清仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $0 | 0.00% | 0 | -4,107 | -100.0% | -$28.00万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -7,515 | -100.0% | -$26.41万 | 清仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -2,390 | -100.0% | -$22.88万 | 清仓 |
| — | NEXTPLAT CORP COM NEW | $0 | 0.00% | 0 | -580,686 | -100.0% | -$21.60万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -3,689 | -100.0% | -$19.45万 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -1,064 | -100.0% | -$18.93万 | 清仓 |
| — | AMAZON COM INC CLL OPT 12/27 230.0 CAL 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$17.25万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -2,436 | -100.0% | -$15.82万 | 清仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $0 | 0.00% | 0 | -2,724 | -100.0% | -$13.81万 | 清仓 |
| — | ALPHABET INC CLL OPT 12/27 300.0 CAL 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$12.50万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -1,450 | -100.0% | -$10.96万 | 清仓 |
| — | MISTER CAR WASH INC COM | $0 | 0.00% | 0 | -15,125 | -100.0% | -$10.54万 | 清仓 |
| — | PROASSURANCE CORP COM | $0 | 0.00% | 0 | -4,059 | -100.0% | -$10.03万 | 清仓 |
| — | FRANKLIN FTSE LATIN AMERICA ETF | $0 | 0.00% | 0 | -3,189 | -100.0% | -$9.02万 | 清仓 |
| — | ONESTREAM INC CL A | $0 | 0.00% | 0 | -3,626 | -100.0% | -$8.70万 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -1,756 | -100.0% | -$8.21万 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $0 | 0.00% | 0 | -10,001 | -100.0% | -$8.04万 | 清仓 |
| — | HERITAGE COMM CORP COM | $0 | 0.00% | 0 | -6,391 | -100.0% | -$7.98万 | 清仓 |
| — | CSG SYS INTL INC COM | $0 | 0.00% | 0 | -973 | -100.0% | -$7.78万 | 清仓 |
| OXLC | OXFORD LANE CAP CORP COM | $0 | 0.00% | 0 | -7,000 | -100.0% | -$6.85万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $0 | 0.00% | 0 | -12,000 | -100.0% | -$6.66万 | 清仓 |
| IAUX | I-80 GOLD CORP COM | $0 | 0.00% | 0 | -43,322 | -100.0% | -$6.58万 | 清仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $0 | 0.00% | 0 | -1,075 | -100.0% | -$6.45万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S SPONSORED ADR | $0 | 0.00% | 0 | -272 | -100.0% | -$6.22万 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -1,451 | -100.0% | -$5.68万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS INC CL A | $0 | 0.00% | 0 | -2,367 | -100.0% | -$5.60万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -1,219 | -100.0% | -$4.90万 | 清仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $0 | 0.00% | 0 | -633 | -100.0% | -$4.73万 | 清仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $0 | 0.00% | 0 | -2,554 | -100.0% | -$4.70万 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -1,067 | -100.0% | -$4.49万 | 清仓 |
| — | GATES INDL CORP PLC ORD SHS | $0 | 0.00% | 0 | -1,973 | -100.0% | -$4.46万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $0 | 0.00% | 0 | -259 | -100.0% | -$4.46万 | 清仓 |
| — | WM TECHNOLOGY INC CL A | $0 | 0.00% | 0 | -62,989 | -100.0% | -$4.15万 | 清仓 |
| — | GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS | $0 | 0.00% | 0 | -8,937 | -100.0% | -$3.93万 | 清仓 |
| — | AMICUS THERAPEUTIC COM | $0 | 0.00% | 0 | -2,700 | -100.0% | -$3.90万 | 清仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $0 | 0.00% | 0 | -40,000 | -100.0% | -$3.70万 | 清仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $0 | 0.00% | 0 | -1,936 | -100.0% | -$3.37万 | 清仓 |
| ANL | ADLAI NORTYE LTD SPONSORED ADS | $0 | 0.00% | 0 | -4,794 | -100.0% | -$3.32万 | 清仓 |
| — | PROSHARES ULTRA XRP ETF | $0 | 0.00% | 0 | -8,888 | -100.0% | -$3.28万 | 清仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $0 | 0.00% | 0 | -266 | -100.0% | -$2.96万 | 清仓 |
| — | BRASKEM S A SP ADR PFD A | $0 | 0.00% | 0 | -7,704 | -100.0% | -$2.82万 | 清仓 |
| — | SUNOPTA INC COM | $0 | 0.00% | 0 | -4,333 | -100.0% | -$2.81万 | 清仓 |
| — | FLUSHING FINL CORP COM | $0 | 0.00% | 0 | -1,797 | -100.0% | -$2.76万 | 清仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $0 | 0.00% | 0 | -2,461 | -100.0% | -$2.71万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $0 | 0.00% | 0 | -558 | -100.0% | -$2.69万 | 清仓 |
| — | ENVIRI CORP COM | $0 | 0.00% | 0 | -1,315 | -100.0% | -$2.58万 | 清仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $0 | 0.00% | 0 | -1,402 | -100.0% | -$2.49万 | 清仓 |
| — | VERIS RESIDENTIAL INC COM | $0 | 0.00% | 0 | -1,234 | -100.0% | -$2.33万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -1,309 | -100.0% | -$2.16万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -1,014 | -100.0% | -$2.12万 | 清仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -968 | -100.0% | -$1.91万 | 清仓 |
| — | CARNIVAL PLC ADS | $0 | 0.00% | 0 | -719 | -100.0% | -$1.85万 | 清仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $0 | 0.00% | 0 | -750 | -100.0% | -$1.82万 | 清仓 |
| ACWI | ISHARES MSCI ACWI ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$1.80万 | 清仓 |
| — | ALIGHT INC COM CL A | $0 | 0.00% | 0 | -29,702 | -100.0% | -$1.73万 | 清仓 |
| — | ENHABIT INC COM | $0 | 0.00% | 0 | -1,202 | -100.0% | -$1.69万 | 清仓 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -226 | -100.0% | -$1.69万 | 清仓 |
| KEN | KENON HLDGS LTD SHS | $0 | 0.00% | 0 | -205 | -100.0% | -$1.69万 | 清仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $0 | 0.00% | 0 | -1,490 | -100.0% | -$1.68万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN FD COM | $0 | 0.00% | 0 | -1,350 | -100.0% | -$1.61万 | 清仓 |
| NBTX | NANOBIOTIX SPONSORED ADS | $0 | 0.00% | 0 | -514 | -100.0% | -$1.59万 | 清仓 |
| TRMD | TORM PLC SHS CL A | $0 | 0.00% | 0 | -506 | -100.0% | -$1.41万 | 清仓 |
| — | CLASS WORKSHOP GROUP LTD SPONSORED ADS | $0 | 0.00% | 0 | -16,584 | -100.0% | -$1.40万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -637 | -100.0% | -$1.37万 | 清仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$1.27万 | 清仓 |
| — | CALAVO GROWERS INC COM | $0 | 0.00% | 0 | -483 | -100.0% | -$1.25万 | 清仓 |
| — | CEMENTOS PACASMAYO S A A SPONSORED ADR | $0 | 0.00% | 0 | -1,163 | -100.0% | -$1.16万 | 清仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $0 | 0.00% | 0 | -92 | -100.0% | -$1.15万 | 清仓 |
| — | GOLDEN ENTMT INC COM | $0 | 0.00% | 0 | -403 | -100.0% | -$1.08万 | 清仓 |
| — | UDEMY INC COM | $0 | 0.00% | 0 | -2,328 | -100.0% | -$1.08万 | 清仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $0 | 0.00% | 0 | -384 | -100.0% | -$1.07万 | 清仓 |
| — | EUROPEAN WAX CTR INC CLASS A COM | $0 | 0.00% | 0 | -1,809 | -100.0% | -$1.05万 | 清仓 |
| — | UNITI GROUP LLC COM SHS | $0 | 0.00% | 0 | -1,096 | -100.0% | -$1.03万 | 清仓 |
| — | SOLENO THERAPEUTICS INC COM | $0 | 0.00% | 0 | -301 | -100.0% | -$1.01万 | 清仓 |
| — | BRASILAGRO COMPANHIA BRASILEIR SPONSORED ADR | $0 | 0.00% | 0 | -2,349 | -100.0% | -$9,936 | 清仓 |
| — | ADAGENE INC ADS | $0 | 0.00% | 0 | -2,473 | -100.0% | -$9,694 | 清仓 |
| — | SEABRIDGE GOLD INC COM | $0 | 0.00% | 0 | -336 | -100.0% | -$9,523 | 清仓 |
| — | EMBOTELLADORA ANDINA S A SPON ADR B | $0 | 0.00% | 0 | -370 | -100.0% | -$9,331 | 清仓 |
| — | PHARMING GROUP NV SPON ADS | $0 | 0.00% | 0 | -557 | -100.0% | -$9,268 | 清仓 |
| DAO | YOUDAO INC SPONSORED ADS | $0 | 0.00% | 0 | -912 | -100.0% | -$8,965 | 清仓 |
| — | ARCELLX INC COMMON STOCK | $0 | 0.00% | 0 | -78 | -100.0% | -$8,954 | 清仓 |
| MQ | MARQETA INC CLASS A COM | $0 | 0.00% | 0 | -2,191 | -100.0% | -$8,939 | 清仓 |
| — | GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$8,914 | 清仓 |
| HQ | HORIZON QUANTUM HOLDINGS LTD CL A ORD SHS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,790 | 清仓 |
| MBUU | MALIBU BOATS INC COM CL A | $0 | 0.00% | 0 | -339 | -100.0% | -$8,787 | 清仓 |
| — | EDAP TMS S A SPONSORED ADR | $0 | 0.00% | 0 | -2,330 | -100.0% | -$8,668 | 清仓 |
| URNM | SPROTT URANIUM MINERS ETF | $0 | 0.00% | 0 | -134 | -100.0% | -$8,462 | 清仓 |
| — | EVAXION AS SPONSORED ADS | $0 | 0.00% | 0 | -2,266 | -100.0% | -$8,430 | 清仓 |
| — | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,320 | 清仓 |
| NBN | NORTHEAST BK PORTLAND ME COM | $0 | 0.00% | 0 | -74 | -100.0% | -$8,316 | 清仓 |
| — | BANK FIRST CORPORATION COM | $0 | 0.00% | 0 | -60 | -100.0% | -$8,104 | 清仓 |
| — | IONEER LTD SPONSORED ADS | $0 | 0.00% | 0 | -1,888 | -100.0% | -$8,033 | 清仓 |
| — | NEKTAR THERAPEUTICS COM NEW | $0 | 0.00% | 0 | -111 | -100.0% | -$7,987 | 清仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$7,856 | 清仓 |
| — | TURBO ENERGY S A SPON ADS | $0 | 0.00% | 0 | -2,861 | -100.0% | -$7,639 | 清仓 |
| — | SEMRUSH HLDGS INC CL A COM | $0 | 0.00% | 0 | -624 | -100.0% | -$7,451 | 清仓 |