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 |
|---|---|---|---|---|---|---|---|---|
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $5,284 | 0.00% | 40 | 40 | — | $5,284 | 新建仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $5,285 | 0.00% | 25 | -5 | -16.7% | -$1,057 | 减仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $5,288 | 0.00% | 97 | 5 | 5.4% | $273 | 加仓 |
| QUAD | QUAD / GRAPHICS INC COM CL A | $5,289 | 0.00% | 800 | 20 | 2.6% | $132 | 加仓 |
| BLZE | BACKBLAZE INC COM CL A | $5,300 | 0.00% | 1,536 | 1,298 | 545.4% | $4,479 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC COM | $5,301 | 0.00% | 420 | 44 | 11.7% | $555 | 加仓 |
| AMRC | AMERESCO INC CL A | $5,305 | 0.00% | 208 | 5 | 2.5% | $128 | 加仓 |
| ATRC | ATRICURE INC COM | $5,306 | 0.00% | 186 | 154 | 481.2% | $4,393 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC COM | $5,309 | 0.00% | 196 | 42 | 27.3% | $1,138 | 加仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $5,321 | 0.00% | 126 | 74 | 142.3% | $3,125 | 重新持有 |
| TLS | TELOS CORP MD COM | $5,343 | 0.00% | 1,275 | 844 | 195.8% | $3,537 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $5,356 | 0.00% | 292 | 152 | 108.6% | $2,788 | 加仓 |
| GPGI | GPGI INC COM CL A | $5,421 | 0.00% | 317 | -216 | -40.5% | -$3,694 | 减仓 |
| ATEN | A10 NETWORKS INC COM | $5,433 | 0.00% | 235 | 48 | 25.7% | $1,110 | 加仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $5,437 | 0.00% | 376 | 376 | — | $5,437 | 新建仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $5,439 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC COM | $5,454 | 0.00% | 376 | 208 | 123.8% | $3,017 | 加仓 |
| ZYME | ZYMEWORKS INC COM | $5,457 | 0.00% | 218 | 36 | 19.8% | $901 | 加仓 |
| — | TECHTARGET INC COM NEW | $5,458 | 0.00% | 1,407 | 900 | 177.5% | $3,491 | 加仓 |
| — | INVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $5,501 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| PSFE | PAYSAFE LIMITED SHS | $5,502 | 0.00% | 808 | -739 | -47.8% | -$5,032 | 减仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $5,503 | 0.00% | 5,615 | 5,562 | 10,494.3% | $5,451 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC COM | $5,514 | 0.00% | 175 | 19 | 12.2% | $599 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC ADS | $5,517 | 0.00% | 183 | 183 | — | $5,517 | 新建仓 |
| DIN | DINE BRANDS GLOBAL INC COM | $5,537 | 0.00% | 211 | -18 | -7.9% | -$472 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $5,563 | 0.00% | 118 | 95 | 413.0% | $4,479 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $5,572 | 0.00% | 319 | -21 | -6.2% | -$367 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $5,577 | 0.00% | 295 | 295 | — | $5,577 | 新建仓 |
| — | FIDELITY DISRUPTIVE COMMUNICATIONS ETF | $5,596 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT COM CL A | $5,597 | 0.00% | 95 | -79 | -45.4% | -$4,654 | 减仓 |
| VZLA | VIZSLA SILVER CORP COM NEW | $5,610 | 0.00% | 1,700 | 1,700 | — | $5,610 | 新建仓 |
| — | OMEGA FLEX INC COM | $5,618 | 0.00% | 181 | 70 | 63.1% | $2,173 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $5,632 | 0.00% | 178 | 178 | — | $5,632 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS COM | $5,648 | 0.00% | 1,278 | 612 | 91.9% | $2,705 | 加仓 |
| BUR | BURFORD CAP LTD ORD SHS | $5,653 | 0.00% | 1,251 | 154 | 14.0% | $696 | 加仓 |
| ARKO | ARKO CORP COM | $5,688 | 0.00% | 1,023 | 45 | 4.6% | $250 | 加仓 |
| NRDS | NERDWALLET INC COM CL A | $5,688 | 0.00% | 548 | 304 | 124.6% | $3,155 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $5,694 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $5,697 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL TECH ETF | $5,698 | 0.00% | 57 | -1,009 | -94.7% | -$10.09万 | 减仓 |
| — | ROUNDHILL SPORTS BETTING & IGAMING ETF | $5,717 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $5,728 | 0.00% | 336 | 2 | 0.6% | $34 | 加仓 |
| DAKT | DAKTRONICS INC COM | $5,729 | 0.00% | 293 | 7 | 2.4% | $137 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $5,731 | 0.00% | 245 | -71 | -22.5% | -$1,661 | 减仓 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $5,751 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC COM | $5,754 | 0.00% | 101 | 101 | — | $5,754 | 新建仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $5,761 | 0.00% | 136 | 136 | — | $5,761 | 新建仓 |
| FFSM | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | $5,773 | 0.00% | 181 | 181 | — | $5,773 | 新建仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $5,775 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | $5,781 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | $5,788 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC COM | $5,795 | 0.00% | 1,249 | 1,234 | 8,226.7% | $5,725 | 重新持有 |
| — | WALDENCAST PLC CLASS A ORD SHS | $5,817 | 0.00% | 6,125 | 3,853 | 169.6% | $3,659 | 加仓 |
| DGII | DIGI INTL INC COM | $5,833 | 0.00% | 121 | 44 | 57.1% | $2,121 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $5,856 | 0.00% | 140 | 140 | — | $5,856 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC COM | $5,862 | 0.00% | 466 | 266 | 133.0% | $3,346 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC COM | $5,878 | 0.00% | 65 | 8 | 14.0% | $723 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $5,881 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC COM | $5,882 | 0.00% | 183 | 104 | 131.6% | $3,343 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $5,892 | 0.00% | 50 | -80 | -61.5% | -$9,427 | 减仓 |
| — | RIGEL PHARMACEUTICALS INC COM | $5,894 | 0.00% | 218 | 191 | 707.4% | $5,164 | 加仓 |
| — | IRSA INVERSIONES Y REP S A SPON GDS ECH 10 | $5,900 | 0.00% | 364 | -4 | -1.1% | -$65 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $5,907 | 0.00% | 507 | -63 | -11.1% | -$734 | 减仓 |
| — | UNIVERSAL LOGISTICS HLDGS INC COM | $5,919 | 0.00% | 280 | 210 | 300.0% | $4,439 | 加仓 |
| KODK | EASTMAN KODAK CO COM NEW | $5,955 | 0.00% | 658 | 501 | 319.1% | $4,534 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $5,971 | 0.00% | 262 | -19 | -6.8% | -$433 | 减仓 |
| KBR | KBR INC COM | $5,972 | 0.00% | 162 | -349 | -68.3% | -$1.29万 | 减仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $5,974 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVGS | NAVIGATOR HLDGS LTD SHS | $5,994 | 0.00% | 310 | 51 | 19.7% | $986 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $6,032 | 0.00% | 580 | 127 | 28.0% | $1,321 | 加仓 |
| TRS | TRIMAS CORP COM NEW | $6,038 | 0.00% | 168 | 26 | 18.3% | $934 | 加仓 |
| — | KRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF | $6,046 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP COM | $6,049 | 0.00% | 362 | 190 | 110.5% | $3,175 | 加仓 |
| — | COHERUS ONCOLOGY INC COM | $6,050 | 0.00% | 3,580 | 1,101 | 44.4% | $1,861 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC COM | $6,060 | 0.00% | 203 | 54 | 36.2% | $1,612 | 加仓 |
| — | PCB BANCORP COM | $6,072 | 0.00% | 270 | -13 | -4.6% | -$292 | 减仓 |
| BJRI | BJS RESTAURANTS INC COM | $6,073 | 0.00% | 173 | 10 | 6.1% | $351 | 加仓 |
| DCH | DAUCH CORP COM | $6,096 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $6,114 | 0.00% | 162 | 133 | 458.6% | $5,020 | 加仓 |
| — | ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF | $6,149 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC COM | $6,161 | 0.00% | 686 | -469 | -40.6% | -$4,212 | 减仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $6,180 | 0.00% | 145 | 1 | 0.7% | $43 | 加仓 |
| LEGN | LEGEND BIOTECH CORP SPONSORED ADS | $6,204 | 0.00% | 343 | 13 | 3.9% | $235 | 加仓 |
| — | PULMONX CORP COM | $6,225 | 0.00% | 4,825 | 3,993 | 479.9% | $5,152 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $6,228 | 0.00% | 96 | 27 | 39.1% | $1,752 | 加仓 |
| — | INOGEN INC COM | $6,236 | 0.00% | 1,009 | 95 | 10.4% | $587 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC COM | $6,266 | 0.00% | 315 | 6 | 1.9% | $119 | 加仓 |
| UNTY | UNITY BANCORP INC COM | $6,272 | 0.00% | 121 | 53 | 77.9% | $2,747 | 加仓 |
| RWT | REDWOOD TRUST INC COM | $6,322 | 0.00% | 1,127 | 460 | 69.0% | $2,580 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $6,325 | 0.00% | 253 | 48 | 23.4% | $1,200 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $6,331 | 0.00% | 113 | 84 | 289.7% | $4,706 | 加仓 |
| — | BETTERWARE DE MEXC S A P I DE SHS | $6,340 | 0.00% | 376 | 188 | 100.0% | $3,170 | 加仓 |
| NVCR | NOVOCURE LTD ORD SHS | $6,345 | 0.00% | 582 | 323 | 124.7% | $3,521 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $6,345 | 0.00% | 75 | 13 | 21.0% | $1,100 | 加仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $6,349 | 0.00% | 339 | -759 | -69.1% | -$1.42万 | 减仓 |
| UMH | UMH PPTYS INC COM | $6,349 | 0.00% | 440 | 47 | 12.0% | $678 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO INC COM | $6,372 | 0.00% | 2,292 | -1,194 | -34.3% | -$3,319 | 减仓 |
| SABR | SABRE CORP COM | $6,385 | 0.00% | 4,403 | 2,651 | 151.3% | $3,844 | 加仓 |
| — | TECOGEN INC NEW COM NEW | $6,400 | 0.00% | 2,500 | 1,500 | 150.0% | $3,840 | 加仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $6,403 | 0.00% | 39 | 0 | 0.0% | — | 不变 |