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 |
|---|---|---|---|---|---|---|---|---|
| BBAI | BIGBEAR AI HLDGS INC COM | $3,927 | 0.00% | 1,070 | 348 | 48.2% | $1,277 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $3,931 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC COM | $3,947 | 0.00% | 64 | -26 | -28.9% | -$1,603 | 减仓 |
| IBRX | IMMUNITYBIO INC COM | $3,957 | 0.00% | 452 | -15 | -3.2% | -$131 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $3,971 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ALPS BARRON'S 400 ETF | $3,971 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC COM | $3,978 | 0.00% | 5,098 | 1,065 | 26.4% | $831 | 加仓 |
| KYIV | KYIVSTAR GROUP LTD ORD SHS | $3,994 | 0.00% | 247 | 247 | — | $3,994 | 新建仓 |
| — | TECHTARGET INC COM NEW | $3,996 | 0.00% | 1,110 | -297 | -21.1% | -$1,069 | 减仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS IN COM | $3,997 | 0.00% | 1,652 | 11 | 0.7% | $27 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY | $3,998 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $4,006 | 0.00% | 769 | 18 | 2.4% | $94 | 加仓 |
| GPRE | GREEN PLAINS INC COM | $4,014 | 0.00% | 261 | -961 | -78.6% | -$1.48万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $4,019 | 0.00% | 162 | -665 | -80.4% | -$1.65万 | 减仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $4,021 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA COMMON SHARES | $4,031 | 0.00% | 216 | -9 | -4.0% | -$168 | 减仓 |
| BCC | BOISE CASCADE CO DEL COM | $4,037 | 0.00% | 52 | -39 | -42.9% | -$3,028 | 减仓 |
| — | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | $4,058 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $4,058 | 0.00% | 53 | 53 | — | $4,058 | 新建仓 |
| HOFT | HOOKER FURNISHINGS CORPORATION COM | $4,066 | 0.00% | 228 | -13 | -5.4% | -$232 | 减仓 |
| WBTN | WEBTOON ENTMT INC COM | $4,066 | 0.00% | 356 | 127 | 55.5% | $1,451 | 加仓 |
| IMKTA | INGLES MKTS INC CL A | $4,075 | 0.00% | 46 | -6 | -11.5% | -$532 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC COM | $4,076 | 0.00% | 168 | 158 | 1,580.0% | $3,833 | 加仓 |
| UAA | UNDER ARMOUR INC CL A | $4,089 | 0.00% | 640 | -159 | -19.9% | -$1,016 | 减仓 |
| CRTO | CRITEO S A SPONS ADS | $4,095 | 0.00% | 224 | -169 | -43.0% | -$3,090 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC COM | $4,097 | 0.00% | 223 | 103 | 85.8% | $1,892 | 加仓 |
| DCOM | DIME COML BANCSHARES INC COM | $4,106 | 0.00% | 101 | -567 | -84.9% | -$2.31万 | 减仓 |
| GTN | GRAY MEDIA INC COM | $4,109 | 0.00% | 1,035 | -2,370 | -69.6% | -$9,409 | 减仓 |
| ZBIO | ZENAS BIOPHARMA INC COM | $4,112 | 0.00% | 162 | 64 | 65.3% | $1,624 | 加仓 |
| CRON | CRONOS GROUP INC COM | $4,128 | 0.00% | 1,485 | -1,659 | -52.8% | -$4,612 | 减仓 |
| ABVX | ABIVAX SA SPONSORED ADS | $4,132 | 0.00% | 31 | -369 | -92.2% | -$4.92万 | 减仓 |
| GVIP | GOLDMAN SACHS HEDGE INDUSTRY VIP ETF | $4,151 | 0.00% | 22 | 22 | — | $4,151 | 新建仓 |
| — | EGAIN CORP COM NEW | $4,159 | 0.00% | 660 | 609 | 1,194.1% | $3,838 | 加仓 |
| ECO | OKEANIS ECO TANKERS COR SHS | $4,160 | 0.00% | 83 | 83 | — | $4,160 | 新建仓 |
| JACK | JACK IN THE BOX INC COM | $4,174 | 0.00% | 264 | 84 | 46.7% | $1,328 | 加仓 |
| — | PLURI INC COM NEW | $4,180 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PWRD | TCW TRANSFORM SYSTEMS ETF | $4,181 | 0.00% | 34 | 34 | — | $4,181 | 新建仓 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $4,188 | 0.00% | 151 | -457 | -75.2% | -$1.27万 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $4,192 | 0.00% | 41 | 37 | 925.0% | $3,783 | 加仓 |
| IMSR | TERRESTRIAL ENERGY INC COM SHS | $4,206 | 0.00% | 594 | 594 | — | $4,206 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $4,214 | 0.00% | 891 | 101 | 12.8% | $478 | 加仓 |
| RLX | RLX TECHNOLOGY INC SPONSORED ADS | $4,239 | 0.00% | 2,231 | -5,965 | -72.8% | -$1.13万 | 减仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | $4,241 | 0.00% | 66 | 1 | 1.5% | $64 | 加仓 |
| — | TPG MTG INVTS TR INC COM NEW | $4,253 | 0.00% | 537 | 24 | 4.7% | $190 | 加仓 |
| OMCL | OMNICELL COM COM | $4,277 | 0.00% | 103 | -43 | -29.5% | -$1,786 | 减仓 |
| — | ELME COMMUNITIES SH BEN INT | $4,281 | 0.00% | 2,893 | -4,420 | -60.4% | -$6,541 | 减仓 |
| STGW | STAGWELL INC COM CL A | $4,294 | 0.00% | 578 | -60 | -9.4% | -$446 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO INC CL A COM | $4,309 | 0.00% | 1,584 | -708 | -30.9% | -$1,926 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $4,312 | 0.00% | 119 | -544 | -82.1% | -$1.97万 | 减仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $4,312 | 0.00% | 185 | -714 | -79.4% | -$1.66万 | 减仓 |
| SPIR | SPIRE GLOBAL INC COM CL A NEW | $4,315 | 0.00% | 232 | 232 | — | $4,315 | 新建仓 |
| IIIV | I3 VERTICALS INC COM CL A | $4,336 | 0.00% | 203 | -47,423 | -99.6% | -$101.29万 | 减仓 |
| EDIT | EDITAS MEDICINE INC COM | $4,348 | 0.00% | 1,342 | -738 | -35.5% | -$2,391 | 减仓 |
| XPER | XPERI INC COMMON STOCK | $4,354 | 0.00% | 529 | -24 | -4.3% | -$198 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC COM | $4,361 | 0.00% | 200 | -75 | -27.3% | -$1,635 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $4,371 | 0.00% | 300 | -126 | -29.6% | -$1,836 | 减仓 |
| — | POLEN DIVIDEND INCOME ETF | $4,373 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| TRTX | TPG RE FIN TR INC COM | $4,378 | 0.00% | 523 | -1,581 | -75.1% | -$1.32万 | 减仓 |
| ANAB | ANAPTYSBIO INC COM | $4,389 | 0.00% | 65 | -838 | -92.8% | -$5.66万 | 减仓 |
| — | LIFETIME BRANDS INC COM | $4,401 | 0.00% | 516 | -86 | -14.3% | -$734 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $4,428 | 0.00% | 279 | -12 | -4.1% | -$190 | 减仓 |
| SA | SEABRIDGE GOLD INC COM | $4,428 | 0.00% | 172 | 172 | — | $4,428 | 新建仓 |
| MBI | MBIA INC COM | $4,440 | 0.00% | 681 | 446 | 189.8% | $2,908 | 加仓 |
| — | SNAP INC CLL OPT 10/26 6.0 CAL 看涨期权 | $4,440 | 0.00% | 1,000 | 1,000 | — | $4,440 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC COM | $4,446 | 0.00% | 149 | -54 | -26.6% | -$1,611 | 减仓 |
| — | AARDVARK THERAPEUTICS INC COM | $4,459 | 0.00% | 774 | 473 | 157.1% | $2,725 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4,462 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC COM | $4,465 | 0.00% | 956 | 0 | 0.0% | — | 不变 |
| CRCT | CRICUT INC COM CL A | $4,470 | 0.00% | 1,018 | 304 | 42.6% | $1,335 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $4,474 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $4,501 | 0.00% | 465 | 420 | 933.3% | $4,065 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER | $4,502 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC COM CL A | $4,521 | 0.00% | 537 | 424 | 375.2% | $3,570 | 加仓 |
| CRK | COMSTOCK RES INC COM | $4,535 | 0.00% | 304 | -1,264 | -80.6% | -$1.89万 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $4,539 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AIOT | POWERFLEET INC COM | $4,546 | 0.00% | 1,187 | -268 | -18.4% | -$1,026 | 减仓 |
| AHRT | AH RLTY TR INC COM | $4,559 | 0.00% | 644 | -1,847 | -74.1% | -$1.31万 | 减仓 |
| CDRE | CADRE HLDGS INC COM | $4,561 | 0.00% | 160 | 159 | 15,900.0% | $4,532 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC COM SHS | $4,579 | 0.00% | 153 | 127 | 488.5% | $3,801 | 加仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $4,600 | 0.00% | 1,022 | -2,039 | -66.6% | -$9,177 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,602 | 0.00% | 49 | -1 | -2.0% | -$94 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $4,604 | 0.00% | 582 | 342 | 142.5% | $2,705 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $4,607 | 0.00% | 15 | 6 | 66.7% | $1,843 | 加仓 |
| GRPN | GROUPON INC COM NEW | $4,620 | 0.00% | 192 | 31 | 19.3% | $746 | 加仓 |
| — | ARQ INC COM | $4,621 | 0.00% | 1,812 | 1,204 | 198.0% | $3,070 | 加仓 |
| LAND | GLADSTONE LD CORP COM | $4,640 | 0.00% | 544 | 120 | 28.3% | $1,024 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,655 | 0.00% | 83 | 1 | 1.2% | $56 | 加仓 |
| TG | TREDEGAR CORP COM | $4,665 | 0.00% | 586 | -1,434 | -71.0% | -$1.14万 | 减仓 |
| BKV | BKV CORP COM | $4,678 | 0.00% | 171 | -63 | -26.9% | -$1,723 | 减仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $4,688 | 0.00% | 108 | -245 | -69.4% | -$1.06万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $4,696 | 0.00% | 579 | -89 | -13.3% | -$722 | 减仓 |
| EQBK | EQUITY BANCSHARES INC COM CL A | $4,703 | 0.00% | 96 | -496 | -83.8% | -$2.43万 | 减仓 |
| HEWJ | ISHARES CURRENCY HEDGED MSCI JAPAN ETF | $4,710 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SIBN | SI BONE INC COM | $4,717 | 0.00% | 289 | 259 | 863.3% | $4,227 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC ORD | $4,721 | 0.00% | 160 | -143 | -47.2% | -$4,219 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC COM | $4,724 | 0.00% | 642 | 222 | 52.9% | $1,634 | 加仓 |
| DXPE | DXP ENTERPRISES INC COM NEW | $4,725 | 0.00% | 28 | -366 | -92.9% | -$6.18万 | 减仓 |
| AVNW | AVIAT NETWORKS INC COM NEW | $4,729 | 0.00% | 213 | 63 | 42.0% | $1,399 | 加仓 |
| — | U S GOLD CORP COM NEW | $4,737 | 0.00% | 309 | 276 | 836.4% | $4,231 | 加仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $4,753 | 0.00% | 75 | -25 | -25.0% | -$1,584 | 减仓 |