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 |
|---|---|---|---|---|---|---|---|---|
| GDOT | GREEN DOT CORP CL A | $4,757 | 0.00% | 352 | -416 | -54.2% | -$5,622 | 减仓 |
| FLY | FIREFLY AEROSPACE INC COM | $4,762 | 0.00% | 162 | 75 | 86.2% | $2,205 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $4,768 | 0.00% | 168 | -499 | -74.8% | -$1.42万 | 减仓 |
| ATOM | ATOMERA INC COM | $4,791 | 0.00% | 550 | -155 | -22.0% | -$1,350 | 减仓 |
| — | QUANTUM SI INC COM CL A | $4,794 | 0.00% | 5,417 | -38 | -0.7% | -$34 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $4,795 | 0.00% | 719 | 458 | 175.5% | $3,054 | 加仓 |
| — | OMEGA FLEX INC COM | $4,804 | 0.00% | 153 | -28 | -15.5% | -$879 | 减仓 |
| OOMA | OOMA INC COM | $4,805 | 0.00% | 250 | 12 | 5.0% | $231 | 加仓 |
| PMT | PENNYMAC MTG INVT TR COM | $4,805 | 0.00% | 426 | 235 | 123.0% | $2,651 | 加仓 |
| — | TRAEGER INC COM NEW | $4,808 | 0.00% | 61 | 52 | 577.8% | $4,099 | 加仓 |
| PTRB | PGIM TOTAL RETURN BOND ETF | $4,809 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC COM | $4,811 | 0.00% | 154 | 6 | 4.1% | $187 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $4,817 | 0.00% | 330 | -334 | -50.3% | -$4,875 | 减仓 |
| NAVN | NAVAN INC CL A | $4,825 | 0.00% | 211 | 184 | 681.5% | $4,208 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC COM | $4,832 | 0.00% | 492 | 193 | 64.5% | $1,895 | 加仓 |
| — | COHERUS ONCOLOGY INC COM | $4,837 | 0.00% | 3,455 | -125 | -3.5% | -$175 | 减仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $4,842 | 0.00% | 1,485 | 1,213 | 446.0% | $3,955 | 加仓 |
| — | ADVISORSHARES RANGER EQUITY BEAR ETF | $4,862 | 0.00% | 295 | 295 | — | $4,862 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW CL A | $4,871 | 0.00% | 28 | -17 | -37.8% | -$2,957 | 减仓 |
| DXC | DXC TECHNOLOGY CO COM | $4,885 | 0.00% | 552 | 342 | 162.9% | $3,027 | 加仓 |
| ZYME | ZYMEWORKS INC COM | $4,888 | 0.00% | 187 | -31 | -14.2% | -$810 | 减仓 |
| PRLB | PROTO LABS INC COM | $4,891 | 0.00% | 60 | -411 | -87.3% | -$3.35万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $4,912 | 0.00% | 17 | -8 | -32.0% | -$2,312 | 减仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $4,920 | 0.00% | 1,572 | 956 | 155.2% | $2,992 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $4,949 | 0.00% | 30 | -63 | -67.7% | -$1.04万 | 减仓 |
| KRUS | KURA SUSHI USA INC CL A COM | $4,950 | 0.00% | 86 | 79 | 1,128.6% | $4,547 | 加仓 |
| RUM | RUM GROUP INC COM CL A | $4,952 | 0.00% | 781 | 240 | 44.4% | $1,522 | 加仓 |
| HSAI | HESAI GROUP SPONSORED ADS | $4,974 | 0.00% | 273 | 235 | 618.4% | $4,282 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM | $4,977 | 0.00% | 58 | 9 | 18.4% | $772 | 加仓 |
| INOD | INNODATA INC COM NEW | $4,988 | 0.00% | 66 | 16 | 32.0% | $1,209 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $5,001 | 0.00% | 633 | 412 | 186.4% | $3,255 | 加仓 |
| — | AXIA ENERGIA SA SPON ADS PF CL C | $5,033 | 0.00% | 477 | -352 | -42.5% | -$3,714 | 减仓 |
| ECVT | ECOVYST INC COM | $5,042 | 0.00% | 405 | -1,428 | -77.9% | -$1.78万 | 减仓 |
| IMMR | IMMERSION CORP COM | $5,057 | 0.00% | 747 | 624 | 507.3% | $4,224 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC COM | $5,061 | 0.00% | 161 | -286 | -64.0% | -$8,990 | 减仓 |
| PRME | PRIME MEDICINE INC COM | $5,078 | 0.00% | 1,376 | -624 | -31.2% | -$2,303 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $5,109 | 0.00% | 107 | 70 | 189.2% | $3,342 | 加仓 |
| BH | BIGLARI HLDGS INC COM STK CL B | $5,112 | 0.00% | 12 | 1 | 9.1% | $426 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $5,121 | 0.00% | 691 | 270 | 64.1% | $2,001 | 加仓 |
| KSS | KOHLS CORP COM | $5,139 | 0.00% | 290 | -73 | -20.1% | -$1,294 | 减仓 |
| SHOE | SHOE STA GROUP INC COM | $5,161 | 0.00% | 348 | 166 | 91.2% | $2,462 | 加仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $5,189 | 0.00% | 555 | 548 | 7,828.6% | $5,124 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $5,199 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| — | KULR TECHNOLOGY GROUP INC COM | $5,204 | 0.00% | 1,366 | 799 | 140.9% | $3,044 | 加仓 |
| — | EIGHTCO HOLDINGS INC COM | $5,221 | 0.00% | 7,508 | 3,264 | 76.9% | $2,270 | 加仓 |
| SUZ | SUZANO S A SPON ADS | $5,222 | 0.00% | 673 | -1,160 | -63.3% | -$9,001 | 减仓 |
| FLOC | FLOWCO HLDGS INC COM CL A | $5,229 | 0.00% | 245 | 163 | 198.8% | $3,479 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC COM | $5,239 | 0.00% | 294 | 260 | 764.7% | $4,633 | 加仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $5,269 | 0.00% | 37 | -3 | -7.5% | -$427 | 减仓 |
| SYBT | STOCK YDS BANCORP INC COM | $5,276 | 0.00% | 69 | 47 | 213.6% | $3,594 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $5,286 | 0.00% | 158 | -59 | -27.2% | -$1,974 | 减仓 |
| PUMP | PROPETRO HLDG CORP COM | $5,291 | 0.00% | 369 | -450 | -54.9% | -$6,452 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $5,299 | 0.00% | 64 | 3 | 4.9% | $248 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $5,302 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $5,347 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $5,347 | 0.00% | 3,183 | 398 | 14.3% | $669 | 加仓 |
| AMRC | AMERESCO INC CL A | $5,354 | 0.00% | 194 | -14 | -6.7% | -$386 | 减仓 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $5,390 | 0.00% | 1,000 | -575 | -36.5% | -$3,099 | 减仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE I COM | $5,402 | 0.00% | 149 | -240 | -61.7% | -$8,701 | 减仓 |
| CTKB | CYTEK BIOSCIENCES INC COM | $5,409 | 0.00% | 1,221 | -600 | -32.9% | -$2,658 | 减仓 |
| RH | RH COM | $5,436 | 0.00% | 33 | 15 | 83.3% | $2,471 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $5,440 | 0.00% | 132 | -179 | -57.6% | -$7,377 | 减仓 |
| OFIX | ORTHOFIX MED INC COM | $5,447 | 0.00% | 596 | -356 | -37.4% | -$3,254 | 减仓 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $5,448 | 0.00% | 381 | 10 | 2.7% | $143 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $5,470 | 0.00% | 68 | -2,655 | -97.5% | -$21.36万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $5,479 | 0.00% | 213 | -43 | -16.8% | -$1,106 | 减仓 |
| — | AIRO GROUP HLDGS INC COM | $5,483 | 0.00% | 742 | 568 | 326.4% | $4,197 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $5,487 | 0.00% | 178 | -139 | -43.8% | -$4,285 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC CL A | $5,487 | 0.00% | 1,014 | 638 | 169.7% | $3,452 | 加仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $5,490 | 0.00% | 75 | 71 | 1,775.0% | $5,197 | 加仓 |
| KODK | EASTMAN KODAK CO COM NEW | $5,514 | 0.00% | 596 | -62 | -9.4% | -$574 | 减仓 |
| NEXN | NEXXEN INTL LTD SHS NEW | $5,526 | 0.00% | 612 | 297 | 94.3% | $2,682 | 加仓 |
| QURE | UNIQURE NV SHS | $5,528 | 0.00% | 120 | 1 | 0.8% | $46 | 加仓 |
| BYD | BOYD GAMING CORP COM | $5,565 | 0.00% | 63 | -232 | -78.6% | -$2.05万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC COM | $5,574 | 0.00% | 144 | -1,467 | -91.1% | -$5.68万 | 减仓 |
| OPK | OPKO HEALTH INC COM | $5,591 | 0.00% | 3,727 | 193 | 5.5% | $290 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $5,625 | 0.00% | 1,684 | 903 | 115.6% | $3,016 | 加仓 |
| DMC | DEL MONTE CORP ORD | $5,638 | 0.00% | 202 | -328 | -61.9% | -$9,155 | 减仓 |
| HESM | HESS MIDSTREAM LP CL A SHS | $5,640 | 0.00% | 150 | -18 | -10.7% | -$677 | 减仓 |
| — | PROSHARES ULTRASHORT TECHNOLOGY | $5,655 | 0.00% | 500 | 500 | — | $5,655 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS COM NEW | $5,655 | 0.00% | 81 | 81 | — | $5,655 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $5,666 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $5,680 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $5,685 | 0.00% | 1,443 | 537 | 59.3% | $2,116 | 加仓 |
| PLMR | PALOMAR HLDGS INC COM | $5,687 | 0.00% | 45 | -96 | -68.1% | -$1.21万 | 减仓 |
| — | RESOURCES CONNECTION INC COM | $5,695 | 0.00% | 1,340 | 337 | 33.6% | $1,432 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $5,697 | 0.00% | 402 | 377 | 1,508.0% | $5,343 | 加仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $5,702 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $5,711 | 0.00% | 548 | 295 | 116.6% | $3,074 | 加仓 |
| — | INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER | $5,736 | 0.00% | 151 | -250 | -62.3% | -$9,497 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $5,777 | 0.00% | 155 | 19 | 14.0% | $708 | 加仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $5,785 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $5,785 | 0.00% | 1,104 | 458 | 70.9% | $2,400 | 加仓 |
| TIPT | TIPTREE INC COM | $5,788 | 0.00% | 323 | 116 | 56.0% | $2,079 | 加仓 |
| DCH | DAUCH CORP COM | $5,805 | 0.00% | 1,071 | 43 | 4.2% | $233 | 加仓 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $5,822 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC COM | $5,847 | 0.00% | 94 | -65 | -40.9% | -$4,043 | 减仓 |
| — | SOUNDTHINKING INC COM | $5,865 | 0.00% | 648 | 256 | 65.3% | $2,317 | 加仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $5,867 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $5,907 | 0.00% | 11 | -16 | -59.3% | -$8,592 | 减仓 |