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 |
|---|---|---|---|---|---|---|---|---|
| AVNW | AVIAT NETWORKS INC COM NEW | $3,392 | 0.00% | 150 | 17 | 12.8% | $384 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC COM | $3,401 | 0.00% | 57 | -201 | -77.9% | -$1.20万 | 减仓 |
| VTMX | VESTA REAL ESTATE CORP ADS | $3,401 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $3,408 | 0.00% | 21 | 1 | 5.0% | $162 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC CL A | $3,408 | 0.00% | 598 | 598 | — | $3,408 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW COM | $3,433 | 0.00% | 1,418 | 476 | 50.5% | $1,152 | 加仓 |
| TSSI | TSS INC DEL COM | $3,434 | 0.00% | 264 | 264 | — | $3,434 | 新建仓 |
| — | EVE HLDG INC COM | $3,436 | 0.00% | 1,386 | 612 | 79.1% | $1,517 | 加仓 |
| RPD | RAPID7 INC COM | $3,443 | 0.00% | 625 | 87 | 16.2% | $479 | 加仓 |
| — | ALPS BARRON'S 400 ETF | $3,447 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $3,447 | 0.00% | 137 | 72 | 110.8% | $1,812 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $3,450 | 0.00% | 223 | 96 | 75.6% | $1,485 | 加仓 |
| — | LIFETIME BRANDS INC COM | $3,456 | 0.00% | 602 | 15 | 2.6% | $86 | 加仓 |
| ZLAB | ZAI LAB LTD ADR | $3,459 | 0.00% | 184 | -19 | -9.4% | -$357 | 减仓 |
| OOMA | OOMA INC COM | $3,462 | 0.00% | 238 | 183 | 332.7% | $2,662 | 加仓 |
| — | BLAIZE HLDGS INC COM | $3,465 | 0.00% | 1,904 | 1,766 | 1,279.7% | $3,214 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $3,466 | 0.00% | 114 | 36 | 46.2% | $1,095 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $3,467 | 0.00% | 668 | 607 | 995.1% | $3,150 | 加仓 |
| VIA | VIA TRANSN INC COM CL A | $3,480 | 0.00% | 232 | 232 | — | $3,480 | 新建仓 |
| TIPT | TIPTREE INC COM | $3,501 | 0.00% | 207 | -105 | -33.7% | -$1,776 | 减仓 |
| HSTM | HEALTHSTREAM INC COM | $3,501 | 0.00% | 169 | 143 | 550.0% | $2,962 | 加仓 |
| — | NANO X IMAGING LTD ORD SHS | $3,504 | 0.00% | 1,544 | 1,458 | 1,695.3% | $3,309 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $3,510 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $3,516 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS INC COM | $3,524 | 0.00% | 97 | -13 | -11.8% | -$472 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC COM | $3,530 | 0.00% | 121 | 118 | 3,933.3% | $3,442 | 加仓 |
| EVGO | EVGO INC CL A COM | $3,539 | 0.00% | 2,058 | 1,388 | 207.2% | $2,387 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $3,546 | 0.00% | 1,866 | 933 | 100.0% | $1,773 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $3,548 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RBB | RBB BANCORP COM | $3,568 | 0.00% | 167 | -23 | -12.1% | -$491 | 减仓 |
| — | LIFEZONE METALS LIMITED ORD SHS | $3,574 | 0.00% | 1,064 | 42 | 4.1% | $141 | 加仓 |
| IBRX | IMMUNITYBIO INC COM | $3,582 | 0.00% | 467 | -348 | -42.7% | -$2,669 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $3,591 | 0.00% | 529 | 228 | 75.7% | $1,548 | 加仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $3,599 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | ADC THERAPEUTICS SA SHS | $3,624 | 0.00% | 966 | 8 | 0.8% | $30 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3,626 | 0.00% | 72 | -6,771 | -98.9% | -$34.10万 | 减仓 |
| BH | BIGLARI HLDGS INC COM STK CL B | $3,626 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TASK | TASKUS INC CLASS A COM | $3,636 | 0.00% | 542 | 359 | 196.2% | $2,408 | 加仓 |
| — | JELD-WEN HLDG INC COM | $3,647 | 0.00% | 2,941 | 1,766 | 150.3% | $2,190 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $3,650 | 0.00% | 135 | -6 | -4.3% | -$162 | 减仓 |
| YEXT | YEXT INC COM | $3,671 | 0.00% | 956 | -303 | -24.1% | -$1,164 | 减仓 |
| KC | KINGSOFT CLOUD HLDGS LTD ADS | $3,674 | 0.00% | 275 | 37 | 15.5% | $494 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $3,677 | 0.00% | 2,785 | 2,785 | — | $3,677 | 新建仓 |
| EFC | ELLINGTON FINANCIAL INC COM | $3,686 | 0.00% | 311 | -308 | -49.8% | -$3,650 | 减仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $3,707 | 0.00% | 75 | 49 | 188.5% | $2,422 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $3,711 | 0.00% | 74 | 56 | 311.1% | $2,808 | 加仓 |
| — | SOLID BIOSCIENCES INC COM NEW | $3,722 | 0.00% | 517 | -16 | -3.0% | -$115 | 减仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $3,729 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC COM | $3,742 | 0.00% | 1,003 | 227 | 29.3% | $847 | 加仓 |
| CDZI | CADIZ INC COM NEW | $3,745 | 0.00% | 763 | 684 | 865.8% | $3,357 | 加仓 |
| — | TPG MTG INVTS TR INC COM NEW | $3,751 | 0.00% | 513 | 4 | 0.8% | $29 | 加仓 |
| — | MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | $3,751 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| PUBM | PUBMATIC INC COM CL A | $3,763 | 0.00% | 460 | 307 | 200.7% | $2,511 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC COM | $3,776 | 0.00% | 298 | 6 | 2.1% | $76 | 加仓 |
| VERX | VERTEX INC CL A | $3,780 | 0.00% | 318 | 48 | 17.8% | $571 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3,789 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RDWR | RADWARE LTD ORD | $3,791 | 0.00% | 144 | 30 | 26.3% | $790 | 加仓 |
| GCO | GENESCO INC COM | $3,798 | 0.00% | 131 | 73 | 125.9% | $2,116 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY | $3,802 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SOFI ENHANCED YIELD ETF | $3,819 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP COM SHS | $3,834 | 0.00% | 232 | 134 | 136.7% | $2,214 | 加仓 |
| ZIP | ZIPRECRUITER INC CL A | $3,838 | 0.00% | 2,086 | 673 | 47.6% | $1,238 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP COM NEW | $3,848 | 0.00% | 1,253 | 1,198 | 2,178.2% | $3,679 | 重新持有 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $3,854 | 0.00% | 92 | -20 | -17.9% | -$838 | 减仓 |
| FTGC | First Trust Global Tactical Commodity Strategy ETF | $3,862 | 0.00% | 135 | 2 | 1.5% | $57 | 加仓 |
| CBLL | CERIBELL INC COM | $3,866 | 0.00% | 211 | 109 | 106.9% | $1,997 | 加仓 |
| TGLS | TECNOGLASS INC ORD SHS | $3,874 | 0.00% | 87 | -68 | -43.9% | -$3,028 | 减仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $3,878 | 0.00% | 41 | -1,196 | -96.7% | -$11.31万 | 减仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS IN COM | $3,889 | 0.00% | 1,641 | 107 | 7.0% | $254 | 加仓 |
| FRHC | FREEDOM HOLDING CORP COM | $3,912 | 0.00% | 27 | 2 | 8.0% | $290 | 加仓 |
| UTZ | UTZ BRANDS INC COM CL A | $3,919 | 0.00% | 495 | 336 | 211.3% | $2,660 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $3,924 | 0.00% | 218 | 63 | 40.6% | $1,134 | 加仓 |
| MITK | MITEK SYS INC COM NEW | $3,929 | 0.00% | 291 | 122 | 72.2% | $1,647 | 加仓 |
| — | SILA REALTY TRUST INC CLASS A | $3,931 | 0.00% | 166 | 150 | 937.5% | $3,552 | 加仓 |
| UIS | UNISYS CORP COM NEW | $3,934 | 0.00% | 1,901 | 803 | 73.1% | $1,662 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $3,935 | 0.00% | 122 | 100 | 454.5% | $3,225 | 加仓 |
| — | OLAPLEX HLDGS INC COM | $3,936 | 0.00% | 1,939 | 1,342 | 224.8% | $2,724 | 加仓 |
| SITC | SITE CTRS CORP COM | $3,942 | 0.00% | 730 | 2 | 0.3% | $11 | 加仓 |
| — | ELEVRA LITHIUM LTD SPONSORED ADS | $3,946 | 0.00% | 67 | -25 | -27.2% | -$1,472 | 减仓 |
| — | EIGHTCO HOLDINGS INC COM | $3,956 | 0.00% | 4,244 | 4,244 | — | $3,956 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC COM | $3,962 | 0.00% | 151 | 50 | 49.5% | $1,312 | 加仓 |
| — | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | $3,965 | 0.00% | 61 | 1 | 1.7% | $65 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC COM | $3,976 | 0.00% | 1,699 | 55 | 3.3% | $129 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC COM NEW | $3,984 | 0.00% | 79 | 14 | 21.5% | $706 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $3,995 | 0.00% | 585 | 562 | 2,443.5% | $3,838 | 加仓 |
| STGW | STAGWELL INC COM CL A | $4,013 | 0.00% | 638 | -475 | -42.7% | -$2,988 | 减仓 |
| ENVX | ENOVIX CORPORATION COM | $4,026 | 0.00% | 777 | 510 | 191.0% | $2,643 | 加仓 |
| OPK | OPKO HEALTH INC COM | $4,029 | 0.00% | 3,534 | -2,091 | -37.2% | -$2,384 | 减仓 |
| — | OUTSET MED INC COM NEW | $4,035 | 0.00% | 1,051 | 801 | 320.4% | $3,075 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $4,064 | 0.00% | 574 | -90 | -13.6% | -$637 | 减仓 |
| KRT | KARAT PACKAGING INC COM | $4,076 | 0.00% | 146 | 79 | 117.9% | $2,206 | 加仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $4,085 | 0.00% | 790 | 576 | 269.2% | $2,978 | 加仓 |
| — | FOUR SEASONS ED CAYMAN INC SPON ADS | $4,095 | 0.00% | 382 | -1,267 | -76.8% | -$1.36万 | 减仓 |
| — | BAKKT INC COM CL A NEW | $4,107 | 0.00% | 558 | 558 | — | $4,107 | 新建仓 |
| HEWJ | ISHARES CURRENCY HEDGED MSCI JAPAN ETF | $4,108 | 0.00% | 73 | 73 | — | $4,108 | 新建仓 |
| — | SIMULATIONS PLUS INC COM | $4,113 | 0.00% | 348 | 279 | 404.3% | $3,297 | 加仓 |
| EGY | VAALCO ENERGY INC COM NEW | $4,114 | 0.00% | 649 | -14 | -2.1% | -$89 | 减仓 |
| FRMI | FERMI INC COM | $4,124 | 0.00% | 706 | -803 | -53.2% | -$4,691 | 减仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $4,140 | 0.00% | 223 | 126 | 129.9% | $2,339 | 加仓 |
| ANGI | ANGI INC CL A NEW | $4,144 | 0.00% | 605 | 571 | 1,679.4% | $3,911 | 加仓 |