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 |
|---|---|---|---|---|---|---|---|---|
| CLVT | CLARIVATE PLC ORD SHS | $4,147 | 0.00% | 1,639 | 1,184 | 260.2% | $2,996 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC CL A | $4,170 | 0.00% | 3,208 | 2,023 | 170.7% | $2,630 | 加仓 |
| WK | WORKIVA INC COM CL A | $4,175 | 0.00% | 70 | -866 | -92.5% | -$5.17万 | 减仓 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $4,205 | 0.00% | 1,575 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC COM CL A | $4,222 | 0.00% | 5,455 | 5,028 | 1,177.5% | $3,892 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4,238 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC COM | $4,289 | 0.00% | 317 | -3 | -0.9% | -$41 | 减仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $4,289 | 0.00% | 247 | 80 | 47.9% | $1,389 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER | $4,290 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KRRO | KORRO BIO INC COM | $4,291 | 0.00% | 379 | 290 | 325.8% | $3,283 | 重新持有 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $4,295 | 0.00% | 756 | 51 | 7.2% | $290 | 加仓 |
| KLAR | KLARNA GROUP PLC SHS | $4,307 | 0.00% | 329 | 61 | 22.8% | $799 | 加仓 |
| — | FILANA THERAPEUTICS INC COM | $4,324 | 0.00% | 2,559 | -551 | -17.7% | -$931 | 减仓 |
| LAND | GLADSTONE LD CORP COM | $4,325 | 0.00% | 424 | 213 | 100.9% | $2,173 | 加仓 |
| ABSI | ABSCI CORPORATION COM | $4,347 | 0.00% | 1,449 | 1,245 | 610.3% | $3,735 | 加仓 |
| — | POLEN DIVIDEND INCOME ETF | $4,356 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP COM | $4,364 | 0.00% | 455 | 68 | 17.6% | $652 | 加仓 |
| NEO | NEOGENOMICS INC COM NEW | $4,392 | 0.00% | 592 | 266 | 81.6% | $1,973 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,393 | 0.00% | 41 | 41 | — | $4,393 | 新建仓 |
| RDW | REDWIRE CORPORATION COM | $4,396 | 0.00% | 517 | 506 | 4,600.0% | $4,302 | 加仓 |
| LQDT | LIQUIDITY SVCS INC COM | $4,402 | 0.00% | 144 | -1 | -0.7% | -$31 | 减仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $4,426 | 0.00% | 1,537 | -541 | -26.0% | -$1,558 | 减仓 |
| — | OPEN LENDING CORP COM | $4,434 | 0.00% | 3,547 | -84 | -2.3% | -$105 | 减仓 |
| SVV | SAVERS VALUE VLG INC COM | $4,434 | 0.00% | 596 | 185 | 45.0% | $1,376 | 加仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $4,437 | 0.00% | 40 | 2 | 5.3% | $222 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $4,440 | 0.00% | 281 | 226 | 410.9% | $3,571 | 加仓 |
| BTBT | BIT DIGITAL INC SHS | $4,460 | 0.00% | 3,404 | 3,375 | 11,637.9% | $4,422 | 重新持有 |
| CAL | CALERES INC COM | $4,470 | 0.00% | 424 | 118 | 38.6% | $1,244 | 加仓 |
| HLIT | HARMONIC INC COM | $4,472 | 0.00% | 498 | -658 | -56.9% | -$5,909 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $4,478 | 0.00% | 77 | -135 | -63.7% | -$7,851 | 减仓 |
| AIOT | POWERFLEET INC COM | $4,481 | 0.00% | 1,455 | 859 | 144.1% | $2,645 | 加仓 |
| IPI | INTREPID POTASH INC COM | $4,490 | 0.00% | 105 | -73 | -41.0% | -$3,122 | 减仓 |
| INBK | FIRST INTERNET BANCORP COM | $4,523 | 0.00% | 222 | 38 | 20.7% | $774 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $4,531 | 0.00% | 136 | -140 | -50.7% | -$4,664 | 减仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC COM | $4,531 | 0.00% | 1,601 | 905 | 130.0% | $2,561 | 加仓 |
| IRON | DISC MEDICINE INC COM | $4,540 | 0.00% | 71 | 4 | 6.0% | $256 | 加仓 |
| BB | BLACKBERRY LTD COM | $4,540 | 0.00% | 1,401 | 487 | 53.3% | $1,578 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4,582 | 0.00% | 97 | 97 | — | $4,582 | 新建仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $4,587 | 0.00% | 1,571 | -57 | -3.5% | -$166 | 减仓 |
| WGO | WINNEBAGO INDS INC COM | $4,587 | 0.00% | 148 | 70 | 89.7% | $2,170 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC COM | $4,599 | 0.00% | 801 | 70 | 9.6% | $402 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC COM | $4,599 | 0.00% | 147 | 32 | 27.8% | $1,001 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $4,608 | 0.00% | 59 | 36 | 156.5% | $2,812 | 加仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $4,630 | 0.00% | 7,848 | 7,714 | 5,756.7% | $4,551 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,638 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GHM | GRAHAM CORP COM | $4,657 | 0.00% | 59 | 6 | 11.3% | $474 | 加仓 |
| IMKTA | INGLES MKTS INC CL A | $4,674 | 0.00% | 52 | 11 | 26.8% | $989 | 加仓 |
| NKTX | NKARTA INC COM | $4,677 | 0.00% | 2,217 | 755 | 51.6% | $1,593 | 加仓 |
| HY | HYSTER-YALE INC CL A | $4,681 | 0.00% | 144 | 75 | 108.7% | $2,438 | 加仓 |
| KSS | KOHLS CORP COM | $4,684 | 0.00% | 363 | -423 | -53.8% | -$5,458 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $4,692 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC COM | $4,699 | 0.00% | 127 | 39 | 44.3% | $1,443 | 加仓 |
| WINA | WINMARK CORP COM | $4,704 | 0.00% | 11 | 1 | 10.0% | $428 | 加仓 |
| UAA | UNDER ARMOUR INC CL A | $4,721 | 0.00% | 799 | 701 | 715.3% | $4,142 | 加仓 |
| — | 51TALK ONLINE EDUCATION GROUP SPONSORED ADR | $4,739 | 0.00% | 238 | -84 | -26.1% | -$1,673 | 减仓 |
| — | SMART SH GLOBAL LTD ADS | $4,754 | 0.00% | 4,207 | 4,207 | — | $4,754 | 新建仓 |
| TBCH | TURTLE BEACH CORP COM NEW | $4,756 | 0.00% | 469 | -30 | -6.0% | -$304 | 减仓 |
| BXC | BLUELINX HLDGS INC COM NEW | $4,767 | 0.00% | 88 | 3 | 3.5% | $163 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $4,778 | 0.00% | 43 | 4 | 10.3% | $444 | 加仓 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $4,797 | 0.00% | 371 | 1 | 0.3% | $13 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $4,799 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PTRB | PGIM TOTAL RETURN BOND ETF | $4,815 | 0.00% | 116 | 116 | — | $4,815 | 新建仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $4,829 | 0.00% | 703 | -24 | -3.3% | -$165 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $4,867 | 0.00% | 585 | 108 | 22.6% | $899 | 加仓 |
| OMCL | OMNICELL COM COM | $4,874 | 0.00% | 146 | -138 | -48.6% | -$4,607 | 减仓 |
| REPL | REPLIMUNE GROUP INC COM | $4,887 | 0.00% | 639 | 539 | 539.0% | $4,122 | 加仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $4,893 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD SHS | $4,898 | 0.00% | 849 | 116 | 15.8% | $669 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC COM | $4,903 | 0.00% | 128 | 86 | 204.8% | $3,294 | 加仓 |
| RERE | ATRENEW INC SPONSORED ADS | $4,906 | 0.00% | 1,046 | -40 | -3.7% | -$188 | 减仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $4,911 | 0.00% | 280 | -43 | -13.3% | -$754 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $4,913 | 0.00% | 370 | 31 | 9.1% | $412 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $4,913 | 0.00% | 256 | 49 | 23.7% | $940 | 加仓 |
| TIC | TIC SOLUTIONS INC COM | $4,922 | 0.00% | 748 | 585 | 358.9% | $3,849 | 重新持有 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $4,941 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC COM | $4,955 | 0.00% | 262 | 77 | 41.6% | $1,456 | 加仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $4,965 | 0.00% | 111 | -676 | -85.9% | -$3.02万 | 减仓 |
| ASPN | ASPEN AEROGELS INC COM | $5,008 | 0.00% | 1,464 | 823 | 128.4% | $2,815 | 重新持有 |
| MLCO | MELCO RESORTS AND ENTMNT LTD ADR | $5,010 | 0.00% | 882 | 463 | 110.5% | $2,630 | 加仓 |
| RDNT | RADNET INC COM | $5,030 | 0.00% | 90 | 14 | 18.4% | $782 | 加仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $5,037 | 0.00% | 266 | -80 | -23.1% | -$1,515 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $5,044 | 0.00% | 149 | 25 | 20.2% | $846 | 加仓 |
| CTS | CTS CORP COM | $5,063 | 0.00% | 106 | 3 | 2.9% | $143 | 加仓 |
| GEO | GEO GROUP INC COM | $5,094 | 0.00% | 303 | -87 | -22.3% | -$1,463 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC COM | $5,100 | 0.00% | 5,204 | 4,557 | 704.3% | $4,466 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $5,125 | 0.00% | 239 | -160 | -40.1% | -$3,431 | 减仓 |
| EDIT | EDITAS MEDICINE INC COM | $5,138 | 0.00% | 2,080 | 1,654 | 388.3% | $4,086 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $5,140 | 0.00% | 536 | -250 | -31.8% | -$2,397 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $5,145 | 0.00% | 19 | 1 | 5.6% | $271 | 加仓 |
| — | HUTCHMED CHINA LTD SPONSORED ADS | $5,146 | 0.00% | 344 | 103 | 42.7% | $1,541 | 加仓 |
| VECO | VEECO INSTRS INC DEL COM | $5,147 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $5,169 | 0.00% | 376 | 375 | 37,500.0% | $5,155 | 加仓 |
| BILL | BILL HOLDINGS INC COM | $5,170 | 0.00% | 135 | 47 | 53.4% | $1,800 | 加仓 |
| ENR | ENERGIZER HLDGS INC COM | $5,171 | 0.00% | 315 | 58 | 22.6% | $952 | 加仓 |
| — | SPROTT COPPER MINERS ETF | $5,179 | 0.00% | 145 | 145 | — | $5,179 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES COM | $5,200 | 0.00% | 354 | 354 | — | $5,200 | 新建仓 |
| RDVT | RED VIOLET INC COM | $5,224 | 0.00% | 151 | -317 | -67.7% | -$1.10万 | 减仓 |
| ARDT | ARDENT HEALTH INC COM | $5,230 | 0.00% | 611 | 342 | 127.1% | $2,927 | 加仓 |
| LXU | LSB INDS INC COM | $5,231 | 0.00% | 351 | 24 | 7.3% | $358 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC CL A | $5,280 | 0.00% | 77 | -18 | -18.9% | -$1,234 | 减仓 |