EverSource Wealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710537
$32.82亿2026Q1 申报市值
4,383持仓数
25.1%前十大占比 · 第一大 4.9%
224 / 150新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$7,550.91万
VEA 加仓+$5,836.93万
VTV 加仓+$5,634.69万
PRAXIS IMPACT LA 加仓+$3,458.09万
PRAXIS IMPACT LA 加仓+$3,067.78万
2026Q1 卖出最多 按季末市值估算
VBIL 减仓-$1,317.23万
SPYG 减仓-$1,133.83万
BIL 减仓-$717.52万
PIMCO INCOME STR 减仓-$696.51万
DIMENSIONAL US H 减仓-$598.06万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | FINWARD BANCORP COM | $1,961 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | $1,975 | 0.00% | 80 | -20 | -20.0% | -$494 | 减仓 |
| — | THE REAL BROKERAGE INC COM NEW | $1,977 | 0.00% | 790 | 723 | 1,079.1% | $1,809 | 加仓 |
| BRCB | BLACK ROCK COFFEE BAR INC CL A | $1,990 | 0.00% | 154 | 154 | — | $1,990 | 新建仓 |
| — | AMERICAN WOODMARK CORP COM | $1,992 | 0.00% | 50 | -66 | -56.9% | -$2,629 | 减仓 |
| UPB | UPSTREAM BIO INC COM | $1,998 | 0.00% | 222 | -60 | -21.3% | -$540 | 减仓 |
| GEVO | GEVO INC COM PAR | $2,020 | 0.00% | 740 | 26 | 3.6% | $71 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $2,025 | 0.00% | 26 | 7 | 36.8% | $545 | 加仓 |
| HLLY | HOLLEY INC COM | $2,033 | 0.00% | 662 | -80 | -10.8% | -$246 | 减仓 |
| LAW | CS DISCO INC COM | $2,035 | 0.00% | 533 | 435 | 443.9% | $1,661 | 加仓 |
| CHMG | CHEMUNG FINL CORP COM | $2,044 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC COM | $2,053 | 0.00% | 94 | -25 | -21.0% | -$546 | 减仓 |
| NEXN | NEXXEN INTL LTD SHS NEW | $2,054 | 0.00% | 315 | -108 | -25.5% | -$704 | 减仓 |
| TRNS | TRANSCAT INC COM | $2,056 | 0.00% | 28 | 14 | 100.0% | $1,028 | 加仓 |
| — | COMMERCIAL VEH GROUP INC COM | $2,057 | 0.00% | 603 | -114 | -15.9% | -$389 | 减仓 |
| — | CF BANKSHARES INC COM | $2,066 | 0.00% | 74 | 20 | 37.0% | $558 | 加仓 |
| MDXG | MIMEDX GROUP INC COM | $2,066 | 0.00% | 523 | 352 | 205.8% | $1,391 | 加仓 |
| DYN | DYNE THERAPEUTICS INC COM | $2,084 | 0.00% | 115 | 18 | 18.6% | $326 | 加仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $2,088 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | TUHURA BIOSCIENCES INC COM | $2,088 | 0.00% | 1,167 | 1,102 | 1,695.4% | $1,972 | 加仓 |
| WBTN | WEBTOON ENTMT INC COM | $2,105 | 0.00% | 229 | 176 | 332.1% | $1,618 | 加仓 |
| UTMD | UTAH MED PRODS INC COM | $2,108 | 0.00% | 34 | -28 | -45.2% | -$1,736 | 减仓 |
| ERII | ENERGY RECOVERY INC COM | $2,115 | 0.00% | 210 | 169 | 412.2% | $1,702 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $2,118 | 0.00% | 168 | -25 | -13.0% | -$315 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $2,123 | 0.00% | 856 | 268 | 45.6% | $665 | 加仓 |
| — | SPIRE GLOBAL INC COM CL A NEW | $2,127 | 0.00% | 169 | 164 | 3,280.0% | $2,064 | 加仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $2,139 | 0.00% | 116 | 1 | 0.9% | $18 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $2,143 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | GAMBLING COM GROUP LIMITED ORDINARY SHARES | $2,146 | 0.00% | 553 | 322 | 139.4% | $1,250 | 加仓 |
| — | ECO WAVE POWER GLOBAL AB SPONSORED ADS | $2,148 | 0.00% | 341 | -324 | -48.7% | -$2,041 | 减仓 |
| — | KNOW LABS INC COM NEW | $2,156 | 0.00% | 5,583 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC COM | $2,160 | 0.00% | 36 | 18 | 100.0% | $1,080 | 加仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $2,177 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | OSPREY BITCOIN TRUST | $2,182 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCBS | METROCITY BANKSHARES INC COM | $2,208 | 0.00% | 77 | -15 | -16.3% | -$430 | 减仓 |
| IRMD | IRADIMED CORP COM | $2,214 | 0.00% | 23 | -109 | -82.6% | -$1.05万 | 减仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $2,216 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP COM NEW | $2,216 | 0.00% | 1,231 | 1,057 | 607.5% | $1,903 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $2,220 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $2,226 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR COM | $2,227 | 0.00% | 191 | -201 | -51.3% | -$2,344 | 减仓 |
| HCKT | HACKETT GROUP INC COM | $2,237 | 0.00% | 172 | 156 | 975.0% | $2,029 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $2,262 | 0.00% | 80 | -174 | -68.5% | -$4,920 | 减仓 |
| NXE | NEXGEN ENERGY LTD COM | $2,262 | 0.00% | 195 | -275 | -58.5% | -$3,190 | 减仓 |
| OCGN | OCUGEN INC COM | $2,263 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BNTC | BENITEC BIOPHARMA INC COM NEW | $2,269 | 0.00% | 213 | 213 | — | $2,269 | 新建仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $2,280 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $2,296 | 0.00% | 781 | -370 | -32.1% | -$1,088 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $2,301 | 0.00% | 360 | 123 | 51.9% | $786 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NEW COM | $2,306 | 0.00% | 99 | 22 | 28.6% | $512 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $2,320 | 0.00% | 820 | 25 | 3.1% | $71 | 加仓 |
| — | SIDUS SPACE INC CL A COM NEW | $2,320 | 0.00% | 1,000 | 1,000 | — | $2,320 | 新建仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | $2,326 | 0.00% | 65 | -220 | -77.2% | -$7,873 | 减仓 |
| SPT | SPROUT SOCIAL INC COM CL A | $2,326 | 0.00% | 408 | -286 | -41.2% | -$1,630 | 减仓 |
| HROW | HARROW INC COM | $2,327 | 0.00% | 66 | -41 | -38.3% | -$1,446 | 减仓 |
| KE | KIMBALL ELECTRONICS INC COM | $2,346 | 0.00% | 99 | -21 | -17.5% | -$498 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC COM | $2,347 | 0.00% | 120 | 30 | 33.3% | $587 | 加仓 |
| CERT | CERTARA INC COM | $2,355 | 0.00% | 413 | 306 | 286.0% | $1,745 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $2,359 | 0.00% | 153 | 11 | 7.7% | $170 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $2,363 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EVC | ENTRAVISION COMMUNICATIONS CP CL A | $2,376 | 0.00% | 800 | 14 | 1.8% | $42 | 加仓 |
| FSBC | FIVE STAR BANCORP COM | $2,377 | 0.00% | 63 | 12 | 23.5% | $453 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2,380 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORP COM | $2,390 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC COM | $2,396 | 0.00% | 41 | -52 | -55.9% | -$3,039 | 减仓 |
| OALC | ONEASCENT LARGE CAP CORE ETF | $2,399 | 0.00% | 70 | 60 | 600.0% | $2,056 | 重新持有 |
| — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $2,400 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | MESOBLAST LTD SPONS ADR | $2,400 | 0.00% | 156 | 28 | 21.9% | $431 | 加仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $2,404 | 0.00% | 272 | -287 | -51.3% | -$2,537 | 减仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $2,419 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $2,434 | 0.00% | 29 | 3 | 11.5% | $252 | 加仓 |
| ARIS | ARIS MINING CORPORATION COM | $2,434 | 0.00% | 131 | 131 | — | $2,434 | 新建仓 |
| — | HUMACYTE INC COM | $2,447 | 0.00% | 4,033 | 3,505 | 663.8% | $2,127 | 重新持有 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $2,450 | 0.00% | 58 | -5 | -7.9% | -$211 | 减仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $2,452 | 0.00% | 267 | 267 | — | $2,452 | 新建仓 |
| PKBK | PARKE BANCORP INC COM | $2,471 | 0.00% | 87 | 20 | 29.9% | $568 | 加仓 |
| — | PERPETUALS.COM LTD SPONSORED ADS | $2,475 | 0.00% | 500 | -771 | -60.7% | -$3,816 | 减仓 |
| RCKY | ROCKY BRANDS INC COM | $2,478 | 0.00% | 64 | 17 | 36.2% | $658 | 加仓 |
| FLY | FIREFLY AEROSPACE INC COM | $2,478 | 0.00% | 87 | 87 | — | $2,478 | 新建仓 |
| — | CVRX INC COM | $2,479 | 0.00% | 262 | 237 | 948.0% | $2,242 | 加仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $2,504 | 0.00% | 39 | 28 | 254.5% | $1,798 | 加仓 |
| OXM | OXFORD INDS INC COM | $2,504 | 0.00% | 65 | 29 | 80.6% | $1,117 | 加仓 |
| — | AMES NATL CORP COM | $2,512 | 0.00% | 89 | 4 | 4.7% | $113 | 加仓 |
| RH | RH COM | $2,516 | 0.00% | 18 | 9 | 100.0% | $1,258 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $2,518 | 0.00% | 291 | 287 | 7,175.0% | $2,483 | 加仓 |
| — | PRAIRIE OPER CO COM | $2,524 | 0.00% | 1,243 | 1,243 | — | $2,524 | 新建仓 |
| FPI | FARMLAND PARTNERS INC COM | $2,526 | 0.00% | 225 | 122 | 118.4% | $1,370 | 加仓 |
| VSTM | VERASTEM INC COM NEW | $2,528 | 0.00% | 477 | 51 | 12.0% | $270 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC COM | $2,533 | 0.00% | 299 | 221 | 283.3% | $1,872 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $2,541 | 0.00% | 722 | 344 | 91.0% | $1,211 | 加仓 |
| — | DEFIANCE DAILY TARGET 2X LONG MSTR ETF | $2,542 | 0.00% | 130 | 130 | — | $2,542 | 新建仓 |
| QXO | QXO INC COM NEW | $2,543 | 0.00% | 131 | 54 | 70.1% | $1,048 | 加仓 |
| EVCM | EVERCOMMERCE INC COM | $2,549 | 0.00% | 223 | -128 | -36.5% | -$1,463 | 减仓 |
| — | FIRST FNDTN INC COM | $2,561 | 0.00% | 434 | -136 | -23.9% | -$803 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $2,573 | 0.00% | 9 | 1 | 12.5% | $286 | 加仓 |
| — | ARMADA ACQUISITION CORP II COM CL A | $2,578 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | $2,591 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NEW COM | $2,595 | 0.00% | 947 | 33 | 3.6% | $90 | 加仓 |
| — | SOUNDTHINKING INC COM | $2,595 | 0.00% | 392 | 354 | 931.6% | $2,343 | 加仓 |
| KROS | KEROS THERAPEUTICS INC COM | $2,605 | 0.00% | 236 | 33 | 16.3% | $364 | 加仓 |