13F 机构持仓

EverSource Wealth Advisors, LLC

BIRMINGHAM AL · SEC CIK 0001710537

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$29.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 3.7%
VTV 2.8%
VEA 2.4%
PRAXIS IMPACT 2.0%
AAPL 1.9%
PRAXIS IMPACT 1.7%
IAU 1.7%
NVDA 1.6%
AMAT 1.3%
GOOGL 1.2%

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 $3,9270.00%1,070 34848.2% $1,277 加仓
ESQ ESQUIRE FINL HLDGS INC COM $3,9310.00%33 00.0% — 不变
RDNT RADNET INC COM $3,9470.00%64 -26-28.9% -$1,603 减仓
IBRX IMMUNITYBIO INC COM $3,9570.00%452 -15-3.2% -$131 减仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $3,9710.00%15 00.0% — 不变
— ALPS BARRON'S 400 ETF $3,9710.00%42 00.0% — 不变
— HUMACYTE INC COM $3,9780.00%5,098 1,06526.4% $831 加仓
KYIV KYIVSTAR GROUP LTD ORD SHS $3,9940.00%247 247— $3,994 新建仓
— TECHTARGET INC COM NEW $3,9960.00%1,110 -297-21.1% -$1,069 减仓
— CLEAR CHANNEL OUTDOOR HLDGS IN COM $3,9970.00%1,652 110.7% $27 加仓
— INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY $3,9980.00%100 00.0% — 不变
HYLN HYLIION HOLDINGS CORP COMMON STOCK $4,0060.00%769 182.4% $94 加仓
GPRE GREEN PLAINS INC COM $4,0140.00%261 -961-78.6% -$1.48万 减仓
INVX INNOVEX INTERNATIONAL INC COM $4,0190.00%162 -665-80.4% -$1.65万 减仓
— OCCIDENTAL PETE CORP WT EXP 080327 $4,0210.00%151 00.0% — 不变
TTAM TITAN AMER SA COMMON SHARES $4,0310.00%216 -9-4.0% -$168 减仓
BCC BOISE CASCADE CO DEL COM $4,0370.00%52 -39-42.9% -$3,028 减仓
— WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND $4,0580.00%61 00.0% — 不变
FNCL FIDELITY MSCI FINANCIALS INDEX ETF $4,0580.00%53 53— $4,058 新建仓
HOFT HOOKER FURNISHINGS CORPORATION COM $4,0660.00%228 -13-5.4% -$232 减仓
WBTN WEBTOON ENTMT INC COM $4,0660.00%356 12755.5% $1,451 加仓
IMKTA INGLES MKTS INC CL A $4,0750.00%46 -6-11.5% -$532 减仓
NRIX NURIX THERAPEUTICS INC COM $4,0760.00%168 1581,580.0% $3,833 加仓
UAA UNDER ARMOUR INC CL A $4,0890.00%640 -159-19.9% -$1,016 减仓
CRTO CRITEO S A SPONS ADS $4,0950.00%224 -169-43.0% -$3,090 减仓
VRDN VIRIDIAN THERAPEUTICS INC COM $4,0970.00%223 10385.8% $1,892 加仓
DCOM DIME COML BANCSHARES INC COM $4,1060.00%101 -567-84.9% -$2.31万 减仓
GTN GRAY MEDIA INC COM $4,1090.00%1,035 -2,370-69.6% -$9,409 减仓
ZBIO ZENAS BIOPHARMA INC COM $4,1120.00%162 6465.3% $1,624 加仓
CRON CRONOS GROUP INC COM $4,1280.00%1,485 -1,659-52.8% -$4,612 减仓
ABVX ABIVAX SA SPONSORED ADS $4,1320.00%31 -369-92.2% -$4.92万 减仓
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF $4,1510.00%22 22— $4,151 新建仓
— EGAIN CORP COM NEW $4,1590.00%660 6091,194.1% $3,838 加仓
ECO OKEANIS ECO TANKERS COR SHS $4,1600.00%83 83— $4,160 新建仓
JACK JACK IN THE BOX INC COM $4,1740.00%264 8446.7% $1,328 加仓
— PLURI INC COM NEW $4,1800.00%2,000 00.0% — 不变
PWRD TCW TRANSFORM SYSTEMS ETF $4,1810.00%34 34— $4,181 新建仓
NECB NORTHEAST CMNTY BANCORP INC COM $4,1880.00%151 -457-75.2% -$1.27万 减仓
ATLC ATLANTICUS HOLDINGS CORP COM $4,1920.00%41 37925.0% $3,783 加仓
IMSR TERRESTRIAL ENERGY INC COM SHS $4,2060.00%594 594— $4,206 新建仓
ACHR ARCHER AVIATION INC COM CL A $4,2140.00%891 10112.8% $478 加仓
RLX RLX TECHNOLOGY INC SPONSORED ADS $4,2390.00%2,231 -5,965-72.8% -$1.13万 减仓
IMOS CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW $4,2410.00%66 11.5% $64 加仓
— TPG MTG INVTS TR INC COM NEW $4,2530.00%537 244.7% $190 加仓
OMCL OMNICELL COM COM $4,2770.00%103 -43-29.5% -$1,786 减仓
— ELME COMMUNITIES SH BEN INT $4,2810.00%2,893 -4,420-60.4% -$6,541 减仓
STGW STAGWELL INC COM CL A $4,2940.00%578 -60-9.4% -$446 减仓
WOOF PETCO HEALTH & WELLNESS CO INC CL A COM $4,3090.00%1,584 -708-30.9% -$1,926 减仓
TOWN TOWNEBANK PORTSMOUTH VA COM $4,3120.00%119 -544-82.1% -$1.97万 减仓
CZNC CITIZENS & NORTHN CORP COM $4,3120.00%185 -714-79.4% -$1.66万 减仓
SPIR SPIRE GLOBAL INC COM CL A NEW $4,3150.00%232 232— $4,315 新建仓
IIIV I3 VERTICALS INC COM CL A $4,3360.00%203 -47,423-99.6% -$101.29万 减仓
EDIT EDITAS MEDICINE INC COM $4,3480.00%1,342 -738-35.5% -$2,391 减仓
XPER XPERI INC COMMON STOCK $4,3540.00%529 -24-4.3% -$198 减仓
NATR NATURES SUNSHINE PRODS INC COM $4,3610.00%200 -75-27.3% -$1,635 减仓
SMMT SUMMIT THERAPEUTICS INC COM $4,3710.00%300 -126-29.6% -$1,836 减仓
— POLEN DIVIDEND INCOME ETF $4,3730.00%117 00.0% — 不变
TRTX TPG RE FIN TR INC COM $4,3780.00%523 -1,581-75.1% -$1.32万 减仓
ANAB ANAPTYSBIO INC COM $4,3890.00%65 -838-92.8% -$5.66万 减仓
— LIFETIME BRANDS INC COM $4,4010.00%516 -86-14.3% -$734 减仓
BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS $4,4280.00%279 -12-4.1% -$190 减仓
SA SEABRIDGE GOLD INC COM $4,4280.00%172 172— $4,428 新建仓
MBI MBIA INC COM $4,4400.00%681 446189.8% $2,908 加仓
— SNAP INC CLL OPT 10/26 6.0 CAL 看涨期权 $4,4400.00%1,000 1,000— $4,440 新建仓
MAZE MAZE THERAPEUTICS INC COM $4,4460.00%149 -54-26.6% -$1,611 减仓
— AARDVARK THERAPEUTICS INC COM $4,4590.00%774 473157.1% $2,725 加仓
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $4,4620.00%57 00.0% — 不变
YEXT YEXT INC COM $4,4650.00%956 00.0% — 不变
CRCT CRICUT INC COM CL A $4,4700.00%1,018 30442.6% $1,335 加仓
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF $4,4740.00%41 00.0% — 不变
MBLY MOBILEYE GLOBAL INC COMMON CLASS A $4,5010.00%465 420933.3% $4,065 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER $4,5020.00%200 00.0% — 不变
ARHS ARHAUS INC COM CL A $4,5210.00%537 424375.2% $3,570 加仓
CRK COMSTOCK RES INC COM $4,5350.00%304 -1,264-80.6% -$1.89万 减仓
VIOO VANGUARD S&P SMALL-CAP 600 ETF $4,5390.00%33 00.0% — 不变
AIOT POWERFLEET INC COM $4,5460.00%1,187 -268-18.4% -$1,026 减仓
AHRT AH RLTY TR INC COM $4,5590.00%644 -1,847-74.1% -$1.31万 减仓
CDRE CADRE HLDGS INC COM $4,5610.00%160 15915,900.0% $4,532 加仓
BOW BOWHEAD SPECIALTY HLDGS INC COM SHS $4,5790.00%153 127488.5% $3,801 加仓
ENIC ENEL CHILE SA SPONSORED ADR $4,6000.00%1,022 -2,039-66.6% -$9,177 减仓
FTCS FIRST TRUST CAPITAL STRENGTH ETF $4,6020.00%49 -1-2.0% -$94 减仓
ULCC FRONTIER GROUP HLDGS INC COM $4,6040.00%582 342142.5% $2,705 加仓
HIFS HINGHAM INSTN SVGS MASS COM $4,6070.00%15 666.7% $1,843 加仓
GRPN GROUPON INC COM NEW $4,6200.00%192 3119.3% $746 加仓
— ARQ INC COM $4,6210.00%1,812 1,204198.0% $3,070 加仓
LAND GLADSTONE LD CORP COM $4,6400.00%544 12028.3% $1,024 加仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $4,6550.00%83 11.2% $56 加仓
TG TREDEGAR CORP COM $4,6650.00%586 -1,434-71.0% -$1.14万 减仓
BKV BKV CORP COM $4,6780.00%171 -63-26.9% -$1,723 减仓
NATL NCR ATLEOS CORPORATION COM SHS $4,6880.00%108 -245-69.4% -$1.06万 减仓
PCT PURECYCLE TECHNOLOGIES INC COM $4,6960.00%579 -89-13.3% -$722 减仓
EQBK EQUITY BANCSHARES INC COM CL A $4,7030.00%96 -496-83.8% -$2.43万 减仓
HEWJ ISHARES CURRENCY HEDGED MSCI JAPAN ETF $4,7100.00%73 00.0% — 不变
SIBN SI BONE INC COM $4,7170.00%289 259863.3% $4,227 加仓
CWCO CONSOLIDATED WATER CO INC ORD $4,7210.00%160 -143-47.2% -$4,219 减仓
TRDA ENTRADA THERAPEUTICS INC COM $4,7240.00%642 22252.9% $1,634 加仓
DXPE DXP ENTERPRISES INC COM NEW $4,7250.00%28 -366-92.9% -$6.18万 减仓
AVNW AVIAT NETWORKS INC COM NEW $4,7290.00%213 6342.0% $1,399 加仓
— U S GOLD CORP COM NEW $4,7370.00%309 276836.4% $4,231 加仓
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $4,7530.00%75 -25-25.0% -$1,584 减仓