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 |
|---|---|---|---|---|---|---|---|---|
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $6,404 | 0.00% | 1,291 | 496 | 62.4% | $2,460 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $6,409 | 0.00% | 270 | -60 | -18.2% | -$1,424 | 减仓 |
| THRM | GENTHERM INC COM | $6,417 | 0.00% | 231 | -38 | -14.1% | -$1,056 | 减仓 |
| ONIT | ONITY GROUP INC COM NEW | $6,440 | 0.00% | 164 | -63 | -27.8% | -$2,474 | 减仓 |
| UPBD | UPBOUND GROUP INC COM | $6,444 | 0.00% | 357 | 11 | 3.2% | $199 | 加仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $6,478 | 0.00% | 151 | -25 | -14.2% | -$1,073 | 减仓 |
| PAYS | PAYSIGN INC COM | $6,491 | 0.00% | 1,100 | 121 | 12.4% | $714 | 加仓 |
| PDFS | PDF SOLUTIONS INC COM | $6,509 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP CL A SHS | $6,531 | 0.00% | 168 | 46 | 37.7% | $1,788 | 加仓 |
| LIF | LIFE360 INC COM | $6,533 | 0.00% | 160 | 55 | 52.4% | $2,246 | 加仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS LTD COM | $6,535 | 0.00% | 342 | -688 | -66.8% | -$1.31万 | 减仓 |
| — | ORION PROPERTIES INC COM | $6,554 | 0.00% | 3,049 | -98 | -3.1% | -$211 | 减仓 |
| PTLO | PORTILLOS INC COM CL A | $6,559 | 0.00% | 1,240 | 844 | 213.1% | $4,464 | 加仓 |
| CMRC | COMMERCE.COM INC COM SER 1 | $6,560 | 0.00% | 2,457 | -625 | -20.3% | -$1,669 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $6,566 | 0.00% | 221 | -10 | -4.3% | -$297 | 减仓 |
| AMLP | ALERIAN MLP ETF | $6,580 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $6,589 | 0.00% | 794 | 68 | 9.4% | $564 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $6,589 | 0.00% | 33 | -6 | -15.4% | -$1,198 | 减仓 |
| ACCO | ACCO BRANDS CORP COM | $6,597 | 0.00% | 2,199 | -1,156 | -34.5% | -$3,468 | 减仓 |
| LEU | CENTRUS ENERGY CORP CL A | $6,597 | 0.00% | 38 | 5 | 15.2% | $868 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC COM | $6,597 | 0.00% | 275 | 104 | 60.8% | $2,495 | 加仓 |
| — | STAR HLDGS SHS BEN INT | $6,647 | 0.00% | 878 | -34 | -3.7% | -$257 | 减仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $6,650 | 0.00% | 3,393 | 2,393 | 239.3% | $4,690 | 加仓 |
| CIM | CHIMERA INVT CORP COM SHS | $6,665 | 0.00% | 531 | 250 | 89.0% | $3,138 | 加仓 |
| BKV | BKV CORP COM | $6,675 | 0.00% | 234 | 101 | 75.9% | $2,881 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $6,680 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC COM | $6,684 | 0.00% | 5,570 | 3,437 | 161.1% | $4,124 | 加仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $6,685 | 0.00% | 1,509 | 1,509 | — | $6,685 | 新建仓 |
| SMBC | SOUTHERN MO BANCORP INC COM | $6,715 | 0.00% | 105 | 44 | 72.1% | $2,814 | 加仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $6,740 | 0.00% | 623 | 273 | 78.0% | $2,953 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP COM | $6,748 | 0.00% | 240 | 5 | 2.1% | $141 | 加仓 |
| TRUP | TRUPANION INC COM | $6,787 | 0.00% | 265 | -35 | -11.7% | -$896 | 减仓 |
| — | PLURI INC COM NEW | $6,790 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW CL A | $6,801 | 0.00% | 45 | -156 | -77.6% | -$2.36万 | 减仓 |
| TDUP | THREDUP INC CL A | $6,822 | 0.00% | 2,080 | 1,465 | 238.2% | $4,805 | 加仓 |
| — | ANBIO BIOTECHNOLOGY SHS CL A | $6,834 | 0.00% | 266 | 266 | — | $6,834 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $6,841 | 0.00% | 217 | 23 | 11.9% | $725 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $6,847 | 0.00% | 317 | -120 | -27.5% | -$2,592 | 减仓 |
| IFS | INTERCORP FINL SVCS INC SHS | $6,877 | 0.00% | 137 | 93 | 211.4% | $4,668 | 加仓 |
| BCC | BOISE CASCADE CO DEL COM | $6,902 | 0.00% | 91 | -57 | -38.5% | -$4,323 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $6,941 | 0.00% | 127 | 97 | 323.3% | $5,301 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $6,950 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC COM | $6,961 | 0.00% | 2,000 | 238 | 13.5% | $828 | 加仓 |
| OSPN | ONESPAN INC COM | $7,013 | 0.00% | 666 | 329 | 97.6% | $3,464 | 加仓 |
| LVHD | FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $7,022 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP COM | $7,030 | 0.00% | 118 | 16 | 15.7% | $953 | 加仓 |
| CRTO | CRITEO S A SPONS ADS | $7,047 | 0.00% | 393 | 28 | 7.7% | $502 | 加仓 |
| ITRI | ITRON INC COM | $7,082 | 0.00% | 79 | -62 | -44.0% | -$5,558 | 减仓 |
| MCS | MARCUS CORP DEL COM | $7,091 | 0.00% | 413 | -77 | -15.7% | -$1,322 | 减仓 |
| ROCK | GIBRALTAR INDS INC COM | $7,097 | 0.00% | 178 | 15 | 9.2% | $598 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC COM | $7,125 | 0.00% | 4,216 | -413 | -8.9% | -$698 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $7,167 | 0.00% | 143 | 143 | — | $7,167 | 新建仓 |
| — | INVESCO ACTIVE U.S. REAL ESTATE FUND | $7,178 | 0.00% | 78 | 1 | 1.3% | $92 | 加仓 |
| CLSK | CLEANSPARK INC COM NEW | $7,182 | 0.00% | 844 | -9 | -1.1% | -$77 | 减仓 |
| BBAR | BANCO BBVA ARGENTINA S A SPONSORED ADS | $7,195 | 0.00% | 448 | -33 | -6.9% | -$530 | 减仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $7,200 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $7,213 | 0.00% | 1,098 | 561 | 104.5% | $3,685 | 加仓 |
| VCYT | VERACYTE INC COM | $7,215 | 0.00% | 224 | 77 | 52.4% | $2,480 | 加仓 |
| BOC | BOSTON OMAHA CORP CL A COM STK | $7,218 | 0.00% | 618 | 10 | 1.6% | $117 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $7,225 | 0.00% | 2,058 | 1,526 | 286.8% | $5,357 | 加仓 |
| DJCO | DAILY JOURNAL CORP COM | $7,234 | 0.00% | 15 | 9 | 150.0% | $4,340 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $7,236 | 0.00% | 802 | 139 | 21.0% | $1,254 | 加仓 |
| IBTA | IBOTTA INC CLASS A COM SHS | $7,253 | 0.00% | 242 | 239 | 7,966.7% | $7,163 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $7,267 | 0.00% | 240 | 235 | 4,700.0% | $7,116 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $7,271 | 0.00% | 772 | 115 | 17.5% | $1,083 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $7,302 | 0.00% | 506 | -645 | -56.0% | -$9,308 | 减仓 |
| FRPH | FRP HLDGS INC COM | $7,309 | 0.00% | 334 | -26 | -7.2% | -$569 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $7,320 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| TBLA | TABOOLA.COM LTD ORD SHS | $7,331 | 0.00% | 2,365 | 1,619 | 217.0% | $5,019 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $7,390 | 0.00% | 148 | 148 | — | $7,390 | 新建仓 |
| — | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $7,399 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| ASTH | ASTRANA HEALTH INC COM NEW | $7,429 | 0.00% | 303 | 296 | 4,228.6% | $7,257 | 重新持有 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $7,442 | 0.00% | 395 | 350 | 777.8% | $6,594 | 加仓 |
| — | SEMRUSH HLDGS INC CL A COM | $7,451 | 0.00% | 624 | -36 | -5.5% | -$430 | 减仓 |
| DNUT | KRISPY KREME INC COM | $7,490 | 0.00% | 2,209 | 1,785 | 421.0% | $6,052 | 加仓 |
| BELFB | BEL FUSE INC CL B | $7,523 | 0.00% | 38 | 8 | 26.7% | $1,584 | 加仓 |
| TRIP | TRIPADVISOR INC COM | $7,527 | 0.00% | 706 | 249 | 54.5% | $2,655 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $7,535 | 0.00% | 303 | 15 | 5.2% | $373 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC COM | $7,535 | 0.00% | 349 | 325 | 1,354.2% | $7,017 | 重新持有 |
| HUBG | HUB GROUP INC CL A | $7,568 | 0.00% | 210 | -154 | -42.3% | -$5,550 | 减仓 |
| NX | QUANEX BLDG PRODS CORP COM | $7,602 | 0.00% | 423 | 239 | 129.9% | $4,295 | 加仓 |
| CDNA | CAREDX INC COM | $7,639 | 0.00% | 440 | 184 | 71.9% | $3,194 | 加仓 |
| — | TURBO ENERGY S A SPON ADS | $7,639 | 0.00% | 2,861 | 2,250 | 368.2% | $6,008 | 重新持有 |
| HNST | HONEST CO INC COM | $7,649 | 0.00% | 2,602 | 624 | 31.5% | $1,834 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC COM | $7,680 | 0.00% | 1,706 | 874 | 105.0% | $3,935 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $7,684 | 0.00% | 213 | -102 | -32.4% | -$3,680 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $7,686 | 0.00% | 471 | 129 | 37.7% | $2,105 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS CLASS A COM | $7,700 | 0.00% | 424 | -7 | -1.6% | -$127 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $7,735 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC COM | $7,748 | 0.00% | 537 | 109 | 25.5% | $1,573 | 加仓 |
| GKOS | GLAUKOS CORP COM | $7,754 | 0.00% | 72 | 7 | 10.8% | $754 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $7,779 | 0.00% | 96 | 2 | 2.1% | $162 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $7,786 | 0.00% | 490 | 99 | 25.3% | $1,573 | 加仓 |
| PGEN | PRECIGEN INC COM | $7,796 | 0.00% | 2,015 | -936 | -31.7% | -$3,621 | 减仓 |
| FOSL | FOSSIL GROUP INC COM | $7,827 | 0.00% | 1,816 | 122 | 7.2% | $526 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $7,845 | 0.00% | 85 | 38 | 80.9% | $3,507 | 加仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $7,856 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC COM | $7,861 | 0.00% | 665 | -261 | -28.2% | -$3,085 | 减仓 |
| PSEC | PROSPECT CAP CORP COM | $7,868 | 0.00% | 3,015 | 2,867 | 1,937.2% | $7,482 | 加仓 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $7,873 | 0.00% | 150 | -25 | -14.3% | -$1,312 | 减仓 |