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 |
|---|---|---|---|---|---|---|---|---|
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2,617 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $2,636 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $2,638 | 0.00% | 210 | -502 | -70.5% | -$6,306 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO COM | $2,648 | 0.00% | 72 | -4 | -5.3% | -$147 | 减仓 |
| PML | PIMCO MUN INCOME FD II COM | $2,650 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $2,659 | 0.00% | 64 | 64 | — | $2,659 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $2,668 | 0.00% | 104 | -57 | -35.4% | -$1,462 | 减仓 |
| CRCT | CRICUT INC COM CL A | $2,670 | 0.00% | 714 | -428 | -37.5% | -$1,601 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER COM NEW | $2,679 | 0.00% | 187 | 108 | 136.7% | $1,547 | 加仓 |
| DCO | DUCOMMUN INC DEL COM | $2,684 | 0.00% | 22 | -9 | -29.0% | -$1,098 | 减仓 |
| ATOM | ATOMERA INC COM | $2,686 | 0.00% | 705 | 705 | — | $2,686 | 新建仓 |
| — | OAK VY BANCORP OAKDALE CALIF COM | $2,692 | 0.00% | 83 | 1 | 1.2% | $32 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $2,692 | 0.00% | 836 | 202 | 31.9% | $650 | 加仓 |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | $2,694 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TGS | TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B | $2,700 | 0.00% | 78 | -8 | -9.3% | -$277 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $2,704 | 0.00% | 447 | 340 | 317.8% | $2,057 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $2,708 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| OPRA | OPERA LTD SPONSORED ADS | $2,709 | 0.00% | 190 | 187 | 6,233.3% | $2,666 | 加仓 |
| STAA | STAAR SURGICAL CO COM PAR $0.01 | $2,712 | 0.00% | 145 | 22 | 17.9% | $411 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $2,715 | 0.00% | 122 | -85 | -41.1% | -$1,892 | 减仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $2,719 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| DBI | DESIGNER BRANDS INC CL A | $2,726 | 0.00% | 479 | 172 | 56.0% | $979 | 加仓 |
| FNKO | FUNKO INC COM CL A | $2,741 | 0.00% | 870 | 39 | 4.7% | $123 | 加仓 |
| AORT | ARTIVION INC COM | $2,747 | 0.00% | 75 | 12 | 19.0% | $440 | 加仓 |
| RUM | RUMBLE INC COM CL A | $2,760 | 0.00% | 541 | 130 | 31.6% | $663 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC SUB VTG SHS | $2,778 | 0.00% | 310 | -102 | -24.8% | -$914 | 减仓 |
| — | ON24 INC COM | $2,778 | 0.00% | 343 | 126 | 58.1% | $1,020 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM | $2,782 | 0.00% | 49 | 3 | 6.5% | $170 | 加仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $2,786 | 0.00% | 62 | 62 | — | $2,786 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $2,790 | 0.00% | 906 | 557 | 159.6% | $1,715 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP COM UNIT LTD PAR | $2,800 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SBGI | SINCLAIR INC CL A | $2,808 | 0.00% | 217 | 14 | 6.9% | $181 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $2,811 | 0.00% | 82 | -1 | -1.2% | -$34 | 减仓 |
| CBNK | CAPITAL BANCORP INC MD COM | $2,824 | 0.00% | 95 | -8 | -7.8% | -$238 | 减仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,834 | 0.00% | 50 | 50 | — | $2,834 | 新建仓 |
| SHOE | SHOE CARNIVAL INC COM | $2,839 | 0.00% | 182 | 128 | 237.0% | $1,997 | 加仓 |
| EWX | STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $2,843 | 0.00% | 43 | 43 | — | $2,843 | 新建仓 |
| RPC | RIDGEPOST CAP INC CL A COM | $2,847 | 0.00% | 392 | 349 | 811.6% | $2,535 | 加仓 |
| — | PENNANTPARK INVT CORP COM | $2,867 | 0.00% | 639 | 0 | 0.0% | — | 不变 |
| — | HAIN CELESTIAL GROUP INC COM | $2,869 | 0.00% | 4,110 | 2,186 | 113.6% | $1,526 | 加仓 |
| NVAX | NOVAVAX INC COM NEW | $2,874 | 0.00% | 353 | 53 | 17.7% | $432 | 加仓 |
| SLDP | SOLID POWER INC CLASS A COM | $2,898 | 0.00% | 966 | 34 | 3.6% | $102 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH | $2,903 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $2,906 | 0.00% | 474 | 144 | 43.6% | $883 | 加仓 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $2,909 | 0.00% | 84 | -6 | -6.7% | -$208 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS INC COM | $2,922 | 0.00% | 431 | 340 | 373.6% | $2,305 | 加仓 |
| SB | SAFE BULKERS INC COM | $2,932 | 0.00% | 463 | -24 | -4.9% | -$152 | 减仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $2,948 | 0.00% | 71 | -8 | -10.1% | -$332 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $2,952 | 0.00% | 304 | -5 | -1.6% | -$49 | 减仓 |
| BIOA | BIOAGE LABS INC COM | $2,954 | 0.00% | 169 | 24 | 16.6% | $420 | 加仓 |
| — | THERMON GROUP HLDGS INC COM | $2,974 | 0.00% | 59 | 7 | 13.5% | $353 | 加仓 |
| GRC | GORMAN RUPP CO COM | $2,983 | 0.00% | 48 | 13 | 37.1% | $808 | 加仓 |
| WEST | WESTROCK COFFEE CO COM | $2,996 | 0.00% | 705 | -672 | -48.8% | -$2,856 | 减仓 |
| XNCR | XENCOR INC COM | $3,003 | 0.00% | 249 | 94 | 60.6% | $1,134 | 加仓 |
| — | DOMO INC COM CL B | $3,008 | 0.00% | 983 | 780 | 384.2% | $2,387 | 加仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $3,008 | 0.00% | 216 | 200 | 1,250.0% | $2,785 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3,017 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD SHS | $3,031 | 0.00% | 418 | 194 | 86.6% | $1,407 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $3,044 | 0.00% | 421 | 48 | 12.9% | $347 | 加仓 |
| MNKD | MANNKIND CORP COM NEW | $3,055 | 0.00% | 1,247 | 236 | 23.3% | $578 | 加仓 |
| FVR | FRONTVIEW REIT INC COM | $3,064 | 0.00% | 198 | 30 | 17.9% | $464 | 加仓 |
| — | BEAZER HOMES USA INC COM NEW | $3,097 | 0.00% | 161 | -51 | -24.1% | -$981 | 减仓 |
| XPER | XPERI INC COMMON STOCK | $3,098 | 0.00% | 553 | 275 | 98.9% | $1,541 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATION COM | $3,104 | 0.00% | 241 | -7 | -2.8% | -$90 | 减仓 |
| AMAL | AMALGAMATED FINANCIAL CORP COM | $3,111 | 0.00% | 80 | 49 | 158.1% | $1,905 | 加仓 |
| SVCO | SILVACO GROUP INC COM | $3,115 | 0.00% | 440 | 300 | 214.3% | $2,124 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $3,128 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC COM | $3,137 | 0.00% | 409 | 202 | 97.6% | $1,549 | 加仓 |
| — | NIAGEN BIOSCIENCE INC COM NEW | $3,144 | 0.00% | 713 | 345 | 93.8% | $1,521 | 加仓 |
| — | AIR INDS GROUP COM | $3,156 | 0.00% | 977 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC COM | $3,162 | 0.00% | 2,470 | 1,078 | 77.4% | $1,380 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $3,169 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| RBCAA | REPUBLIC BANCORP INC KY CL A | $3,174 | 0.00% | 45 | -3 | -6.2% | -$212 | 减仓 |
| BLND | BLEND LABS INC CL A | $3,174 | 0.00% | 1,867 | 1,208 | 183.3% | $2,054 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $3,176 | 0.00% | 114 | -18 | -13.6% | -$501 | 减仓 |
| — | ATKORE INC COM | $3,180 | 0.00% | 54 | -4 | -6.9% | -$236 | 减仓 |
| FTK | FLOTEK INDUSTRIES INC COM NEW | $3,190 | 0.00% | 188 | -450 | -70.5% | -$7,636 | 减仓 |
| IDT | IDT CORP CL B NEW | $3,192 | 0.00% | 65 | 55 | 550.0% | $2,701 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $3,192 | 0.00% | 94 | 94 | — | $3,192 | 新建仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $3,193 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC COM NEW | $3,216 | 0.00% | 276 | 27 | 10.8% | $315 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC COM | $3,257 | 0.00% | 554 | -35 | -5.9% | -$206 | 减仓 |
| — | CONNECT BIOPHARMA HLDGS LTD SHS | $3,267 | 0.00% | 1,247 | -41 | -3.2% | -$107 | 减仓 |
| FC | FRANKLIN COVEY CO COM | $3,268 | 0.00% | 207 | -188 | -47.6% | -$2,968 | 重新持有 |
| SUNC | SUNOCOCORP LLC COM SHS LLC | $3,268 | 0.00% | 53 | 53 | — | $3,268 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW COM | $3,269 | 0.00% | 278 | 164 | 143.9% | $1,928 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS INC COM | $3,271 | 0.00% | 189 | -48 | -20.3% | -$831 | 减仓 |
| SHAK | SHAKE SHACK INC CL A | $3,273 | 0.00% | 37 | 26 | 236.4% | $2,300 | 加仓 |
| ANNX | ANNEXON INC COM | $3,274 | 0.00% | 591 | 52 | 9.6% | $288 | 加仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $3,275 | 0.00% | 2,417 | 2,003 | 483.8% | $2,714 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $3,291 | 0.00% | 17 | -1 | -5.6% | -$194 | 减仓 |
| GNK | GENCO SHIPPING & TRADING LTD SHS | $3,292 | 0.00% | 146 | -29 | -16.6% | -$654 | 减仓 |
| RGEN | REPLIGEN CORP COM | $3,298 | 0.00% | 28 | 2 | 7.7% | $236 | 加仓 |
| RC | READY CAPITAL CORP COM | $3,305 | 0.00% | 2,039 | 1,623 | 390.1% | $2,631 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $3,307 | 0.00% | 40 | 17 | 73.9% | $1,405 | 加仓 |
| MOV | MOVADO GROUP INC COM | $3,322 | 0.00% | 136 | 39 | 40.2% | $953 | 加仓 |
| CLMT | CALUMET INC COM | $3,339 | 0.00% | 93 | 11 | 13.4% | $395 | 加仓 |
| IVA | INVENTIVA SA ADS | $3,352 | 0.00% | 604 | 604 | — | $3,352 | 新建仓 |
| TTAM | TITAN AMER SA COMMON SHARES | $3,370 | 0.00% | 225 | 30 | 15.4% | $449 | 加仓 |
| JBS | JBS N.V. CL A SHS | $3,377 | 0.00% | 188 | 30 | 19.0% | $539 | 加仓 |