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 |
|---|---|---|---|---|---|---|---|---|
| KEEL | KEEL INFRASTRUCTURE CORP COM SHS | $2,623 | 0.00% | 457 | 457 | — | $2,623 | 新建仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2,627 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ALEC | ALECTOR INC COM | $2,631 | 0.00% | 1,309 | 422 | 47.6% | $848 | 加仓 |
| FLGT | FULGENT GENETICS INC COM | $2,647 | 0.00% | 129 | 108 | 514.3% | $2,216 | 加仓 |
| MBX | MBX BIOSCIENCES INC COM | $2,649 | 0.00% | 48 | 23 | 92.0% | $1,269 | 加仓 |
| PGEN | PRECIGEN INC COM | $2,657 | 0.00% | 466 | -1,549 | -76.9% | -$8,832 | 减仓 |
| PML | PIMCO MUN INCOME FD II COM | $2,664 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC COM | $2,670 | 0.00% | 706 | 173 | 32.5% | $654 | 加仓 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $2,676 | 0.00% | 128 | -1,895 | -93.7% | -$3.96万 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $2,677 | 0.00% | 151 | 58 | 62.4% | $1,028 | 加仓 |
| FIG | FIGMA INC CLASS A COM STK | $2,678 | 0.00% | 148 | 58 | 64.4% | $1,049 | 加仓 |
| CARS | CARS COM INC COM | $2,680 | 0.00% | 245 | 164 | 202.5% | $1,794 | 加仓 |
| — | MYOMO INC COM NEW | $2,682 | 0.00% | 2,579 | 1,252 | 94.3% | $1,302 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $2,690 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $2,692 | 0.00% | 319 | -266 | -45.5% | -$2,245 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $2,697 | 0.00% | 57 | 19 | 50.0% | $899 | 加仓 |
| WOLF | WOLFSPEED INC COM | $2,702 | 0.00% | 56 | 2 | 3.7% | $96 | 加仓 |
| TGB | TREKOR METALS LTD COM | $2,704 | 0.00% | 393 | 393 | — | $2,704 | 新建仓 |
| OGC | OCEANAGOLD CORP COM NEW | $2,709 | 0.00% | 108 | 108 | — | $2,709 | 新建仓 |
| BLND | BLEND LABS INC CL A | $2,719 | 0.00% | 1,590 | -277 | -14.8% | -$474 | 减仓 |
| — | BRC INC COM CL A | $2,720 | 0.00% | 2,451 | 622 | 34.0% | $690 | 加仓 |
| HRI | HERC HLDGS INC COM | $2,723 | 0.00% | 19 | -91 | -82.7% | -$1.30万 | 减仓 |
| EGY | VAALCO ENERGY INC COM NEW | $2,729 | 0.00% | 537 | -112 | -17.3% | -$569 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR | $2,733 | 0.00% | 244 | -2,292 | -90.4% | -$2.57万 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $2,733 | 0.00% | 1,333 | 477 | 55.7% | $978 | 加仓 |
| SGHC | SUPER GROUP SGHC LIMITED ORD SHS | $2,738 | 0.00% | 202 | -885 | -81.4% | -$1.20万 | 减仓 |
| DDD | 3D SYS CORP DEL COM NEW | $2,742 | 0.00% | 908 | 220 | 32.0% | $664 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC COM | $2,765 | 0.00% | 594 | -207 | -25.8% | -$964 | 减仓 |
| CHA | CHAGEE HLDGS LTD SPONSORED ADS | $2,765 | 0.00% | 230 | 230 | — | $2,765 | 新建仓 |
| PAL | PROFICIENT AUTO LOGISTICS INC COM | $2,772 | 0.00% | 407 | -24 | -5.6% | -$163 | 减仓 |
| ATNI | ATN INTL INC COM | $2,781 | 0.00% | 105 | -393 | -78.9% | -$1.04万 | 减仓 |
| — | BAKKT INC COM CL A NEW | $2,796 | 0.00% | 358 | -200 | -35.8% | -$1,562 | 减仓 |
| HROW | HARROW INC COM | $2,803 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC COM | $2,808 | 0.00% | 125 | 50 | 66.7% | $1,123 | 加仓 |
| — | SIDUS SPACE INC CL A COM NEW | $2,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SRI | STONERIDGE INC COM | $2,818 | 0.00% | 385 | -21 | -5.2% | -$154 | 减仓 |
| — | NET POWER INC COM CL A | $2,827 | 0.00% | 1,692 | 764 | 82.3% | $1,276 | 加仓 |
| USAR | USA RARE EARTH INC COM | $2,827 | 0.00% | 131 | 131 | — | $2,827 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC COM NEW | $2,827 | 0.00% | 283 | 283 | — | $2,827 | 新建仓 |
| STRZ | STARZ ENTERTAINMENT CORP. COM | $2,829 | 0.00% | 98 | 1 | 1.0% | $29 | 加仓 |
| — | GAMBLING COM GROUP LIMITED ORDINARY SHARES | $2,840 | 0.00% | 1,495 | 942 | 170.3% | $1,789 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,849 | 0.00% | 51 | 1 | 2.0% | $56 | 加仓 |
| — | INMUNE BIO INC COM | $2,859 | 0.00% | 1,754 | 816 | 87.0% | $1,330 | 加仓 |
| IRMD | IRADIMED CORP COM | $2,867 | 0.00% | 30 | 7 | 30.4% | $669 | 加仓 |
| OALC | ONEASCENT LARGE CAP CORE ETF | $2,872 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | QTREX QUANTUM LTD SHS | $2,880 | 0.00% | 2,000 | 2,000 | — | $2,880 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC COM | $2,884 | 0.00% | 71 | -104 | -59.4% | -$4,224 | 减仓 |
| — | ATKORE INC COM | $2,889 | 0.00% | 38 | -16 | -29.6% | -$1,216 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | $2,890 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC COM NEW | $2,891 | 0.00% | 556 | 511 | 1,135.6% | $2,657 | 加仓 |
| NVRI | ENVIRI CORP COM | $2,898 | 0.00% | 132 | 132 | — | $2,898 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $2,904 | 0.00% | 104 | -33 | -24.1% | -$921 | 减仓 |
| — | PRAIRIE OPER CO COM | $2,905 | 0.00% | 4,026 | 2,783 | 223.9% | $2,008 | 加仓 |
| — | MEDIFAST INC COM | $2,907 | 0.00% | 274 | 115 | 72.3% | $1,220 | 加仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $2,921 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CGNT | COGNYTE SOFTWARE LTD ORD SHS | $2,924 | 0.00% | 333 | 333 | — | $2,924 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $2,930 | 0.00% | 436 | 325 | 292.8% | $2,184 | 加仓 |
| — | OAK VY BANCORP OAKDALE CALIF COM | $2,936 | 0.00% | 87 | 4 | 4.8% | $135 | 加仓 |
| PAYS | PAYSIGN INC COM | $2,949 | 0.00% | 360 | -740 | -67.3% | -$6,062 | 减仓 |
| — | AIR INDS GROUP COM | $2,951 | 0.00% | 977 | 0 | 0.0% | — | 不变 |
| TSBK | TIMBERLAND BANCORP INC COM | $2,957 | 0.00% | 66 | -456 | -87.4% | -$2.04万 | 减仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $2,957 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $2,958 | 0.00% | 113 | -153 | -57.5% | -$4,005 | 减仓 |
| ELF | E L F BEAUTY INC COM | $2,960 | 0.00% | 40 | -673 | -94.4% | -$4.98万 | 减仓 |
| ALG | ALAMO GROUP INC COM | $2,960 | 0.00% | 18 | -44 | -71.0% | -$7,236 | 减仓 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $2,961 | 0.00% | 10 | -75 | -88.2% | -$2.22万 | 减仓 |
| — | AVITA MEDICAL INC COM | $2,961 | 0.00% | 717 | 433 | 152.5% | $1,788 | 加仓 |
| DOLE | DOLE PLC ORD SHS | $2,964 | 0.00% | 216 | -3,294 | -93.8% | -$4.52万 | 减仓 |
| MH | MCGRAW HILL INC COM | $2,964 | 0.00% | 313 | -301 | -49.0% | -$2,850 | 减仓 |
| VSTM | VERASTEM INC COM NEW | $2,968 | 0.00% | 777 | 300 | 62.9% | $1,146 | 加仓 |
| COCO | VITA COCO CO INC COM | $2,976 | 0.00% | 45 | -319 | -87.6% | -$2.11万 | 减仓 |
| VZLA | VIZSLA SILVER CORP COM NEW | $2,980 | 0.00% | 903 | -797 | -46.9% | -$2,630 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NEW COM | $2,982 | 0.00% | 111 | 12 | 12.1% | $322 | 加仓 |
| CHMG | CHEMUNG FINL CORP COM | $2,983 | 0.00% | 40 | 2 | 5.3% | $149 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY CL A | $2,984 | 0.00% | 33 | -12 | -26.7% | -$1,085 | 减仓 |
| XE | X-ENERGY INC COM CL A | $2,993 | 0.00% | 163 | 163 | — | $2,993 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $3,010 | 0.00% | 3,500 | 2,172 | 163.6% | $1,868 | 加仓 |
| UNFI | UNITED NAT FOODS INC COM | $3,014 | 0.00% | 66 | -659 | -90.9% | -$3.01万 | 减仓 |
| — | AMES NATL CORP COM | $3,020 | 0.00% | 102 | 13 | 14.6% | $385 | 加仓 |
| — | REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES | $3,033 | 0.00% | 498 | -420 | -45.8% | -$2,558 | 减仓 |
| BGS | B & G FOODS INC COM | $3,040 | 0.00% | 764 | -1,712 | -69.1% | -$6,812 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH | $3,045 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC CL A | $3,046 | 0.00% | 562 | 191 | 51.5% | $1,035 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $3,048 | 0.00% | 85 | 50 | 142.9% | $1,793 | 加仓 |
| QTTB | Q32 BIO INC COM | $3,058 | 0.00% | 240 | -4,400 | -94.8% | -$5.61万 | 减仓 |
| ONIT | ONITY GROUP INC COM NEW | $3,062 | 0.00% | 77 | -87 | -53.0% | -$3,460 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $3,067 | 0.00% | 152 | 128 | 533.3% | $2,583 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $3,091 | 0.00% | 533 | 86 | 19.2% | $499 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC COM | $3,093 | 0.00% | 230 | 226 | 5,650.0% | $3,039 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $3,094 | 0.00% | 586 | -1,977 | -77.1% | -$1.04万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP COM | $3,108 | 0.00% | 203 | -252 | -55.4% | -$3,858 | 减仓 |
| VERX | VERTEX INC CL A | $3,122 | 0.00% | 272 | -46 | -14.5% | -$528 | 减仓 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $3,125 | 0.00% | 336 | 197 | 141.7% | $1,832 | 加仓 |
| BORR | BORR DRILLING LTD SHS | $3,131 | 0.00% | 758 | -91 | -10.7% | -$376 | 减仓 |
| — | ELEVRA LITHIUM LTD SPONSORED ADS | $3,135 | 0.00% | 46 | -21 | -31.3% | -$1,431 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP COM | $3,137 | 0.00% | 164 | 158 | 2,633.3% | $3,022 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $3,139 | 0.00% | 145 | -536 | -78.7% | -$1.16万 | 减仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $3,140 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD SHS | $3,145 | 0.00% | 59 | -54 | -47.8% | -$2,878 | 减仓 |
| BCAL | CALIFORNIA BANCORP COM | $3,147 | 0.00% | 151 | -719 | -82.6% | -$1.50万 | 减仓 |