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 |
|---|---|---|---|---|---|---|---|---|
| HAPN | HAPPEN INC COM NEW | $3,152 | 0.00% | 152 | -35 | -18.7% | -$726 | 减仓 |
| — | SKILLSOFT CORP CL A | $3,155 | 0.00% | 609 | 327 | 116.0% | $1,694 | 加仓 |
| SRAD | SPORTRADAR GROUP AG CLASS A ORD SHS | $3,159 | 0.00% | 211 | 185 | 711.5% | $2,770 | 重新持有 |
| NRIM | NORTHRIM BANCORP INC COM | $3,161 | 0.00% | 114 | -519 | -82.0% | -$1.44万 | 减仓 |
| FOUR | SHIFT4 PMTS INC CL A | $3,161 | 0.00% | 65 | -191 | -74.6% | -$9,288 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $3,167 | 0.00% | 108 | -639 | -85.5% | -$1.87万 | 减仓 |
| — | HAIN CELESTIAL GROUP INC COM | $3,175 | 0.00% | 5,667 | 1,557 | 37.9% | $872 | 加仓 |
| ANNX | ANNEXON INC COM | $3,191 | 0.00% | 559 | -32 | -5.4% | -$183 | 减仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $3,199 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE CHINA ETF | $3,205 | 0.00% | 157 | -2,205 | -93.4% | -$4.50万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $3,210 | 0.00% | 69 | -4,790 | -98.6% | -$22.28万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $3,232 | 0.00% | 64 | 48 | 300.0% | $2,424 | 加仓 |
| — | FUTUREFUEL CORP COM | $3,241 | 0.00% | 717 | 524 | 271.5% | $2,369 | 加仓 |
| — | LIFEMD INC COM | $3,259 | 0.00% | 789 | 543 | 220.7% | $2,243 | 加仓 |
| PONY | PONY AI INC SPONSORED ADS | $3,273 | 0.00% | 471 | 275 | 140.3% | $1,911 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC INC COM NEW CL A | $3,275 | 0.00% | 14,210 | 12,325 | 653.8% | $2,841 | 加仓 |
| ADV | ADVANTAGE SOLUTIONS INC COM NEW CL A | $3,286 | 0.00% | 76 | 25 | 49.0% | $1,081 | 加仓 |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | $3,296 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC CL A | $3,303 | 0.00% | 323 | -400 | -55.3% | -$4,090 | 减仓 |
| — | REPOSITRAK INC COM NEW | $3,303 | 0.00% | 367 | 243 | 196.0% | $2,187 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $3,313 | 0.00% | 34 | 5 | 17.2% | $487 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC COM | $3,315 | 0.00% | 139 | 119 | 595.0% | $2,838 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $3,320 | 0.00% | 89 | -515 | -85.3% | -$1.92万 | 减仓 |
| EVGO | EVGO INC CL A COM | $3,332 | 0.00% | 1,744 | -314 | -15.3% | -$600 | 减仓 |
| — | RCI HOSPITALITY HLDGS INC COM | $3,332 | 0.00% | 122 | 50 | 69.4% | $1,366 | 加仓 |
| CDXS | CODEXIS INC COM | $3,343 | 0.00% | 1,479 | 463 | 45.6% | $1,047 | 加仓 |
| — | GBANK FINL HLDGS INC COM | $3,365 | 0.00% | 111 | 102 | 1,133.3% | $3,092 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $3,376 | 0.00% | 522 | 159 | 43.8% | $1,028 | 加仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $3,381 | 0.00% | 158 | -65 | -29.1% | -$1,391 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $3,381 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC COM | $3,381 | 0.00% | 2,269 | 1,265 | 126.0% | $1,885 | 加仓 |
| — | BETTERWARE DE MEXC S A P I DE SHS | $3,382 | 0.00% | 188 | -188 | -50.0% | -$3,382 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $3,388 | 0.00% | 17 | -83 | -83.0% | -$1.65万 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $3,404 | 0.00% | 60 | -36 | -37.5% | -$2,042 | 减仓 |
| MCBS | METROCITY BANKSHARES INC COM | $3,410 | 0.00% | 95 | 18 | 23.4% | $646 | 加仓 |
| PKBK | PARKE BANCORP INC COM | $3,416 | 0.00% | 103 | 16 | 18.4% | $531 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $3,429 | 0.00% | 103 | -499 | -82.9% | -$1.66万 | 减仓 |
| GSBC | GREAT SOUTHN BANCORP INC COM | $3,450 | 0.00% | 44 | -220 | -83.3% | -$1.73万 | 减仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $3,465 | 0.00% | 78 | 7 | 9.9% | $311 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC COM | $3,474 | 0.00% | 100 | 73 | 270.4% | $2,536 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD COM | $3,476 | 0.00% | 99 | 4 | 4.2% | $140 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC CL A | $3,481 | 0.00% | 613 | 15 | 2.5% | $85 | 加仓 |
| — | MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | $3,485 | 0.00% | 77 | -24 | -23.8% | -$1,086 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $3,489 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NEW | $3,507 | 0.00% | 370 | 82 | 28.5% | $777 | 加仓 |
| HURN | HURON CONSULTING GROUP INC COM | $3,515 | 0.00% | 39 | -125 | -76.2% | -$1.13万 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $3,523 | 0.00% | 118 | -60 | -33.7% | -$1,791 | 减仓 |
| BIOA | BIOAGE LABS INC COM | $3,555 | 0.00% | 145 | -24 | -14.2% | -$588 | 减仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $3,558 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC COM CL A | $3,559 | 0.00% | 751 | -489 | -39.4% | -$2,317 | 减仓 |
| — | WHITESTONE REIT COM | $3,565 | 0.00% | 188 | -854 | -82.0% | -$1.62万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC COM | $3,568 | 0.00% | 96 | 91 | 1,820.0% | $3,382 | 加仓 |
| TBBK | BANCORP INC DEL COM | $3,570 | 0.00% | 57 | -175 | -75.4% | -$1.10万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $3,577 | 0.00% | 83 | -9 | -9.8% | -$388 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $3,586 | 0.00% | 219 | -151 | -40.8% | -$2,473 | 减仓 |
| BSRR | SIERRA BANCORP COM | $3,588 | 0.00% | 88 | -276 | -75.8% | -$1.13万 | 减仓 |
| TBCH | TURTLE BEACH CORP COM NEW | $3,598 | 0.00% | 289 | -180 | -38.4% | -$2,241 | 减仓 |
| TRS | TRIMAS CORP COM NEW | $3,602 | 0.00% | 80 | -88 | -52.4% | -$3,962 | 减仓 |
| LYTS | LSI INDS INC OHIO COM | $3,615 | 0.00% | 136 | -1,575 | -92.1% | -$4.19万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC COM NEW | $3,619 | 0.00% | 126 | 28 | 28.6% | $804 | 加仓 |
| SITC | SITE CTRS CORP COM | $3,620 | 0.00% | 912 | 182 | 24.9% | $722 | 加仓 |
| WIX | WIX COM LTD SHS | $3,631 | 0.00% | 80 | -76 | -48.7% | -$3,449 | 减仓 |
| — | SANARA MEDTECH INC COM | $3,632 | 0.00% | 154 | 60 | 63.8% | $1,415 | 加仓 |
| — | FORRESTER RESH INC COM | $3,633 | 0.00% | 432 | 257 | 146.9% | $2,161 | 加仓 |
| GKOS | GLAUKOS CORP COM | $3,634 | 0.00% | 26 | -46 | -63.9% | -$6,429 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $3,645 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| FTGC | First Trust Global Tactical Commodity Strategy ETF | $3,661 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ORGO | ORGANOGENESIS HLDGS INC COM | $3,662 | 0.00% | 1,507 | 1,224 | 432.5% | $2,974 | 加仓 |
| — | U.S. MICRO CAP PORTFOLIO ETF | $3,665 | 0.00% | 60 | 60 | — | $3,665 | 新建仓 |
| BNED | BARNES & NOBLE ED INC COM NEW | $3,667 | 0.00% | 292 | 195 | 201.0% | $2,449 | 加仓 |
| GCMG | GCM GROSVENOR INC COM CL A | $3,690 | 0.00% | 300 | -677 | -69.3% | -$8,327 | 减仓 |
| NABL | N-ABLE INC COMMON STOCK | $3,706 | 0.00% | 1,010 | -820 | -44.8% | -$3,009 | 减仓 |
| CLMT | CALUMET INC COM | $3,710 | 0.00% | 103 | 10 | 10.8% | $360 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $3,719 | 0.00% | 254 | -1,464 | -85.2% | -$2.14万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $3,733 | 0.00% | 340 | 172 | 102.4% | $1,888 | 加仓 |
| — | SELECTQUOTE INC COM | $3,738 | 0.00% | 4,446 | 2,629 | 144.7% | $2,210 | 加仓 |
| OBT | ORANGE CNTY BANCORP INC COM | $3,752 | 0.00% | 102 | -280 | -73.3% | -$1.03万 | 减仓 |
| VIA | VIA TRANSN INC COM CL A | $3,755 | 0.00% | 207 | -25 | -10.8% | -$454 | 减仓 |
| VNET | VNET GROUP INC SPONSORED ADS A | $3,756 | 0.00% | 467 | -508 | -52.1% | -$4,086 | 减仓 |
| RBB | RBB BANCORP COM | $3,756 | 0.00% | 137 | -30 | -18.0% | -$822 | 减仓 |
| FVR | FRONTVIEW REIT INC COM | $3,762 | 0.00% | 186 | -12 | -6.1% | -$243 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP COM | $3,762 | 0.00% | 97 | 85 | 708.3% | $3,297 | 加仓 |
| — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $3,763 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS INC COM | $3,768 | 0.00% | 36 | -65 | -64.4% | -$6,803 | 减仓 |
| — | DIGIMARC CORP COM | $3,789 | 0.00% | 461 | 461 | — | $3,789 | 新建仓 |
| PRDO | PERDOCEO ED CORP COM | $3,808 | 0.00% | 119 | -270 | -69.4% | -$8,640 | 减仓 |
| FWRD | FORWARD AIR CORP COM | $3,824 | 0.00% | 283 | -79 | -21.8% | -$1,067 | 减仓 |
| ITIC | INVESTORS TITLE CO NC COM | $3,832 | 0.00% | 14 | -36 | -72.0% | -$9,854 | 减仓 |
| — | MAXCYTE INC COM | $3,833 | 0.00% | 3,116 | 1,721 | 123.4% | $2,117 | 加仓 |
| — | RE/MAX HLDGS INC CL A | $3,846 | 0.00% | 390 | -1,294 | -76.8% | -$1.28万 | 减仓 |
| — | SILA REALTY TRUST INC CLASS A | $3,855 | 0.00% | 127 | -39 | -23.5% | -$1,184 | 减仓 |
| — | SOFI ENHANCED YIELD ETF | $3,866 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $3,872 | 0.00% | 126 | -9 | -6.7% | -$277 | 减仓 |
| — | LIFEZONE METALS LIMITED ORD SHS | $3,872 | 0.00% | 998 | -66 | -6.2% | -$256 | 减仓 |
| — | EPSILON ENERGY LTD COM | $3,879 | 0.00% | 717 | 542 | 309.7% | $2,932 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $3,882 | 0.00% | 187 | -31 | -14.2% | -$644 | 减仓 |
| ODC | OIL DRI CORP AMER COM | $3,884 | 0.00% | 38 | 17 | 81.0% | $1,738 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $3,899 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD PWR SYS INC NEW COM | $3,906 | 0.00% | 1,004 | -414 | -29.2% | -$1,611 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP COM NEW | $3,914 | 0.00% | 1,511 | 258 | 20.6% | $668 | 加仓 |