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 |
|---|---|---|---|---|---|---|---|---|
| CLPT | CLEARPOINT NEURO INC COM | $2,087 | 0.00% | 117 | 21 | 21.9% | $375 | 加仓 |
| — | THE REAL BROKERAGE INC COM NEW | $2,099 | 0.00% | 1,153 | 363 | 45.9% | $661 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $2,101 | 0.00% | 86 | -752 | -89.7% | -$1.84万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $2,113 | 0.00% | 35 | -42 | -54.5% | -$2,536 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $2,114 | 0.00% | 100 | 22 | 28.2% | $465 | 加仓 |
| PKOH | PARK-OHIO HLDGS CORP COM | $2,114 | 0.00% | 55 | -6 | -9.8% | -$231 | 减仓 |
| — | KALTURA INC COM | $2,135 | 0.00% | 1,642 | 757 | 85.5% | $984 | 加仓 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $2,138 | 0.00% | 112 | -1,656 | -93.7% | -$3.16万 | 减仓 |
| SEPN | SEPTERNA INC COM | $2,142 | 0.00% | 64 | -4 | -5.9% | -$134 | 减仓 |
| — | CARLSMED INC COM | $2,149 | 0.00% | 207 | 202 | 4,040.0% | $2,097 | 重新持有 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $2,152 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $2,154 | 0.00% | 57 | 43 | 307.1% | $1,625 | 加仓 |
| STOK | STOKE THERAPEUTICS INC COM | $2,160 | 0.00% | 66 | -1,771 | -96.4% | -$5.80万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $2,164 | 0.00% | 257 | 64 | 33.2% | $539 | 加仓 |
| LTBR | LIGHTBRIDGE CORP COM | $2,171 | 0.00% | 247 | 193 | 357.4% | $1,696 | 加仓 |
| — | GLOBAL WTR RES INC COM | $2,171 | 0.00% | 300 | 227 | 311.0% | $1,643 | 加仓 |
| — | PACER METAURUS NASDAQ 100 DIVIDEND MULTIPLIER 600 ETF | $2,178 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC COM | $2,190 | 0.00% | 1,014 | -2,730 | -72.9% | -$5,896 | 减仓 |
| — | GOSSAMER BIO INC COM | $2,194 | 0.00% | 13,325 | 7,368 | 123.7% | $1,213 | 加仓 |
| BSVN | BANK7 CORP COM | $2,203 | 0.00% | 45 | 2 | 4.7% | $98 | 加仓 |
| NMFC | NEW MTN FIN CORP COM | $2,208 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| — | VIVID SEATS INC COM CL A | $2,210 | 0.00% | 339 | 234 | 222.9% | $1,525 | 加仓 |
| — | PENNANTPARK INVT CORP COM | $2,214 | 0.00% | 638 | -1 | -0.2% | -$3 | 减仓 |
| DCTH | DELCATH SYS INC COM NEW | $2,217 | 0.00% | 176 | 106 | 151.4% | $1,335 | 加仓 |
| ZLAB | ZAI LAB LTD ADR | $2,223 | 0.00% | 117 | -67 | -36.4% | -$1,273 | 减仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $2,246 | 0.00% | 360 | 123 | 51.9% | $767 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC CL A | $2,254 | 0.00% | 51 | 4 | 8.5% | $177 | 加仓 |
| TV | GRUPO TELEVISA S A B SPON ADR REP ORD | $2,255 | 0.00% | 832 | -3,978 | -82.7% | -$1.08万 | 减仓 |
| — | CF BANKSHARES INC COM | $2,261 | 0.00% | 69 | -5 | -6.8% | -$164 | 减仓 |
| CNXN | PC CONNECTION INC COM | $2,263 | 0.00% | 31 | -10 | -24.4% | -$730 | 减仓 |
| — | VENU HLDG CORP COM | $2,270 | 0.00% | 1,000 | 999 | 99,900.0% | $2,268 | 加仓 |
| — | AKEBIA THREAPEUTICS INC COM | $2,276 | 0.00% | 1,997 | 1,470 | 278.9% | $1,675 | 加仓 |
| PSNL | PERSONALIS INC COM | $2,278 | 0.00% | 170 | -2 | -1.2% | -$27 | 减仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $2,292 | 0.00% | 49 | -3 | -5.8% | -$140 | 减仓 |
| BVS | BIOVENTUS INC COM CL A | $2,294 | 0.00% | 243 | -755 | -75.7% | -$7,127 | 减仓 |
| CBLL | CERIBELL INC COM | $2,294 | 0.00% | 118 | -93 | -44.1% | -$1,808 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $2,303 | 0.00% | 284 | -76 | -21.1% | -$616 | 减仓 |
| MTW | MANITOWOC CO INC COM NEW | $2,306 | 0.00% | 166 | -110 | -39.9% | -$1,528 | 减仓 |
| — | DOMO INC COM CL B | $2,308 | 0.00% | 737 | -246 | -25.0% | -$770 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $2,317 | 0.00% | 21 | 21 | — | $2,317 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $2,319 | 0.00% | 295 | -435 | -59.6% | -$3,420 | 减仓 |
| FVCB | FVCBANKCORP INC COM | $2,329 | 0.00% | 133 | 48 | 56.5% | $841 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $2,332 | 0.00% | 55 | -255 | -82.3% | -$1.08万 | 减仓 |
| — | PRIMEENERGY RESOURCES CORP COM | $2,336 | 0.00% | 14 | 9 | 180.0% | $1,502 | 加仓 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $2,337 | 0.00% | 67 | -17 | -20.2% | -$593 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $2,346 | 0.00% | 187 | -117 | -38.5% | -$1,468 | 减仓 |
| RCKY | ROCKY BRANDS INC COM | $2,350 | 0.00% | 57 | -7 | -10.9% | -$289 | 减仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $2,356 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC COM | $2,356 | 0.00% | 132 | 5 | 3.9% | $89 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $2,359 | 0.00% | 93 | -367 | -79.8% | -$9,309 | 减仓 |
| RMR | RMR GROUP INC CL A | $2,361 | 0.00% | 115 | -547 | -82.6% | -$1.12万 | 减仓 |
| — | FIDELITY D & D BANCORP INC COM | $2,365 | 0.00% | 46 | -217 | -82.5% | -$1.12万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $2,370 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC COM | $2,392 | 0.00% | 683 | 262 | 62.2% | $918 | 加仓 |
| — | TUHURA BIOSCIENCES INC COM | $2,393 | 0.00% | 1,023 | -144 | -12.3% | -$337 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $2,404 | 0.00% | 57 | -1 | -1.7% | -$42 | 减仓 |
| METC | RAMACO RES INC COM CL A | $2,422 | 0.00% | 183 | 168 | 1,120.0% | $2,223 | 加仓 |
| JBS | JBS N.V. CL A SHS | $2,425 | 0.00% | 205 | 17 | 9.0% | $201 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $2,431 | 0.00% | 24 | 4 | 20.0% | $405 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC COM | $2,440 | 0.00% | 1,114 | -5,028 | -81.9% | -$1.10万 | 减仓 |
| LSGR | NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF | $2,446 | 0.00% | 58 | 58 | — | $2,446 | 新建仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $2,452 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LENZ | LENZ THERAPEUTICS INC COM | $2,453 | 0.00% | 432 | 272 | 170.0% | $1,544 | 加仓 |
| DYN | DYNE THERAPEUTICS INC COM | $2,465 | 0.00% | 111 | -4 | -3.5% | -$89 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $2,470 | 0.00% | 291 | -10,641 | -97.3% | -$9.03万 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. COM SHS | $2,474 | 0.00% | 129 | 21 | 19.4% | $403 | 加仓 |
| AVO | MISSION PRODUCE INC COM | $2,476 | 0.00% | 210 | -802 | -79.2% | -$9,456 | 减仓 |
| COFS | CHOICEONE FINANCIA COM | $2,482 | 0.00% | 73 | 54 | 284.2% | $1,836 | 加仓 |
| UTMD | UTAH MED PRODS INC COM | $2,483 | 0.00% | 36 | 2 | 5.9% | $138 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $2,488 | 0.00% | 92 | -22 | -19.3% | -$595 | 减仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $2,489 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | NORTHFIELD BANCORP INC DEL COM | $2,490 | 0.00% | 169 | -1,499 | -89.9% | -$2.21万 | 减仓 |
| SBGI | SINCLAIR INC CL A | $2,495 | 0.00% | 175 | -42 | -19.4% | -$599 | 减仓 |
| NTGR | NETGEAR INC COM | $2,499 | 0.00% | 107 | 13 | 13.8% | $304 | 加仓 |
| RNST | RENASANT CORP COM | $2,509 | 0.00% | 59 | -368 | -86.2% | -$1.56万 | 减仓 |
| — | OPTIMIZERX CORP COM NEW | $2,511 | 0.00% | 439 | 236 | 116.3% | $1,350 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $2,520 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| CURV | TORRID HLDGS INC COM | $2,527 | 0.00% | 1,352 | 832 | 160.0% | $1,555 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP COM UN LT PA IN | $2,528 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $2,528 | 0.00% | 563 | -273 | -32.7% | -$1,226 | 减仓 |
| ADEA | ADEIA INC COM | $2,536 | 0.00% | 77 | 5 | 6.9% | $165 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $2,541 | 0.00% | 83 | -178 | -68.2% | -$5,449 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $2,542 | 0.00% | 53 | -1,174 | -95.7% | -$5.63万 | 减仓 |
| OSUR | ORASURE TECHNOLOGIES INC COM | $2,551 | 0.00% | 572 | 317 | 124.3% | $1,414 | 加仓 |
| TSSI | TSS INC DEL COM | $2,558 | 0.00% | 208 | -56 | -21.2% | -$689 | 减仓 |
| — | ANBIO BIOTECHNOLOGY SHS CL A | $2,564 | 0.00% | 187 | -79 | -29.7% | -$1,083 | 减仓 |
| MDLN | MEDLINE INC COM CL A | $2,564 | 0.00% | 65 | 21 | 47.7% | $828 | 加仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD SHS | $2,569 | 0.00% | 101 | 25 | 32.9% | $636 | 加仓 |
| AKTS | AKTIS ONCOLOGY INC COM | $2,578 | 0.00% | 80 | 80 | — | $2,578 | 新建仓 |
| BFS | SAUL CTRS INC COM | $2,580 | 0.00% | 69 | -235 | -77.3% | -$8,787 | 减仓 |
| TBI | TRUEBLUE INC COM | $2,580 | 0.00% | 370 | 222 | 150.0% | $1,548 | 加仓 |
| — | BITWISE ETHEREUM ETF | $2,583 | 0.00% | 229 | -1,935 | -89.4% | -$2.18万 | 减仓 |
| — | ZEVIA PBC CL A | $2,586 | 0.00% | 1,586 | 971 | 157.9% | $1,583 | 加仓 |
| CDZI | CADIZ INC COM NEW | $2,595 | 0.00% | 621 | -142 | -18.6% | -$593 | 减仓 |
| — | THERAVANCE BIOPHARMA INC COM | $2,601 | 0.00% | 153 | -699 | -82.0% | -$1.19万 | 减仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $2,601 | 0.00% | 127 | -212 | -62.5% | -$4,342 | 减仓 |
| — | ARMADA ACQUISITION CORP II COM CL A | $2,605 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP COM CL A | $2,609 | 0.00% | 278 | 184 | 195.7% | $1,727 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP COM | $2,616 | 0.00% | 57 | -23 | -28.7% | -$1,056 | 减仓 |
| BELFA | BEL FUSE INC CL A | $2,621 | 0.00% | 9 | 7 | 350.0% | $2,039 | 加仓 |