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 |
|---|---|---|---|---|---|---|---|---|
| ACCO | ACCO BRANDS CORP COM | $5,910 | 0.00% | 1,421 | -778 | -35.4% | -$3,236 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $5,925 | 0.00% | 191 | 144 | 306.4% | $4,467 | 加仓 |
| APPF | APPFOLIO INC COM CL A | $5,932 | 0.00% | 37 | -64 | -63.4% | -$1.03万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $5,958 | 0.00% | 161 | -924 | -85.2% | -$3.42万 | 减仓 |
| AGYS | AGILYSYS INC COM | $5,958 | 0.00% | 57 | 52 | 1,040.0% | $5,435 | 加仓 |
| CTEV | CLARITEV CORPORATION CL A NEW | $5,970 | 0.00% | 175 | 159 | 993.8% | $5,424 | 加仓 |
| — | ROUNDHILL SPORTS BETTING & IGAMING ETF | $5,981 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW COM | $5,982 | 0.00% | 1,503 | -3,277 | -68.6% | -$1.30万 | 减仓 |
| WULF | TERAWULF INC COM | $6,003 | 0.00% | 243 | -294 | -54.7% | -$7,263 | 减仓 |
| PLAB | PHOTRONICS INC COM | $6,018 | 0.00% | 185 | -310 | -62.6% | -$1.01万 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $6,018 | 0.00% | 39 | -1 | -2.5% | -$154 | 减仓 |
| — | OUTSET MED INC COM NEW | $6,022 | 0.00% | 1,394 | 343 | 32.6% | $1,482 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $6,052 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MITK | MITEK SYS INC COM NEW | $6,060 | 0.00% | 301 | 10 | 3.4% | $201 | 加仓 |
| BXC | BLUELINX HLDGS INC COM NEW | $6,065 | 0.00% | 98 | 10 | 11.4% | $619 | 加仓 |
| HY | HYSTER-YALE INC CL A | $6,065 | 0.00% | 173 | 29 | 20.1% | $1,017 | 加仓 |
| ANGI | ANGI INC CL A NEW | $6,069 | 0.00% | 1,020 | 415 | 68.6% | $2,469 | 加仓 |
| CNDT | CONDUENT INC COM | $6,090 | 0.00% | 4,171 | 1,701 | 68.9% | $2,484 | 加仓 |
| PSFE | PAYSAFE LIMITED SHS | $6,118 | 0.00% | 819 | 11 | 1.4% | $82 | 加仓 |
| CENX | CENTURY ALUM CO COM | $6,119 | 0.00% | 133 | -1,286 | -90.6% | -$5.92万 | 减仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $6,122 | 0.00% | 1,427 | -144 | -9.2% | -$618 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC COM | $6,125 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| — | ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF | $6,133 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| CAL | CALERES INC COM | $6,136 | 0.00% | 496 | 72 | 17.0% | $891 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $6,144 | 0.00% | 292 | -285 | -49.4% | -$5,997 | 减仓 |
| — | COLUMBIA FINL INC COM | $6,154 | 0.00% | 290 | -547 | -65.4% | -$1.16万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $6,168 | 0.00% | 344 | -587 | -63.1% | -$1.05万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP COM | $6,184 | 0.00% | 355 | 252 | 244.7% | $4,390 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $6,205 | 0.00% | 959 | 256 | 36.4% | $1,656 | 加仓 |
| ROOT | ROOT INC CL A NEW | $6,207 | 0.00% | 111 | 70 | 170.7% | $3,914 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $6,219 | 0.00% | 3 | -8 | -72.7% | -$1.66万 | 减仓 |
| UVXY | PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF | $6,223 | 0.00% | 250 | -3,748 | -93.7% | -$9.33万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC COM | $6,243 | 0.00% | 170 | -324 | -65.6% | -$1.19万 | 减仓 |
| CLVT | CLARIVATE PLC ORD SHS | $6,253 | 0.00% | 2,895 | 1,256 | 76.6% | $2,713 | 加仓 |
| GME | GAMESTOP CORP CL A | $6,271 | 0.00% | 284 | -727 | -71.9% | -$1.61万 | 减仓 |
| SVCO | SILVACO GROUP INC COM | $6,275 | 0.00% | 455 | 15 | 3.4% | $207 | 加仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $6,276 | 0.00% | 147 | 2 | 1.4% | $85 | 加仓 |
| — | NIU TECHNOLOGIES ADS | $6,281 | 0.00% | 3,125 | -2,111 | -40.3% | -$4,243 | 减仓 |
| THRY | THRYV HLDGS INC COM NEW | $6,281 | 0.00% | 1,594 | 1,082 | 211.3% | $4,264 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $6,285 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BUYW | MAIN BUYWRITE ETF | $6,286 | 0.00% | 435 | -435 | -50.0% | -$6,286 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC COM | $6,286 | 0.00% | 350 | 324 | 1,246.2% | $5,819 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $6,294 | 0.00% | 103 | 6 | 6.2% | $367 | 加仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $6,353 | 0.00% | 85 | 1 | 1.2% | $75 | 加仓 |
| CCB | COASTAL FINL CORP WA COM NEW | $6,356 | 0.00% | 82 | 62 | 310.0% | $4,806 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $6,366 | 0.00% | 572 | -533 | -48.2% | -$5,932 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $6,378 | 0.00% | 226 | -36 | -13.7% | -$1,016 | 减仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $6,385 | 0.00% | 93 | 54 | 138.5% | $3,707 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD COM CL A | $6,389 | 0.00% | 706 | -831 | -54.1% | -$7,520 | 减仓 |
| WLY | WILEY JOHN & SONS INC CL A | $6,404 | 0.00% | 132 | -219 | -62.4% | -$1.06万 | 减仓 |
| AZTA | AZENTA INC COM | $6,405 | 0.00% | 251 | -142 | -36.1% | -$3,624 | 减仓 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $6,412 | 0.00% | 403 | -1,202 | -74.9% | -$1.91万 | 减仓 |
| MAGN | MAGNERA CORP COM SHS | $6,427 | 0.00% | 547 | 527 | 2,635.0% | $6,192 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $6,438 | 0.00% | 1,160 | 789 | 212.7% | $4,379 | 加仓 |
| VOXR | VOX ROYALTY CORP COM | $6,461 | 0.00% | 1,366 | 1,274 | 1,384.8% | $6,026 | 加仓 |
| PRCH | PORCH GROUP INC COM | $6,466 | 0.00% | 430 | -14,909 | -97.2% | -$22.42万 | 减仓 |
| KDK | KODIAK AI INC. COM | $6,477 | 0.00% | 1,275 | 1,275 | — | $6,477 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $6,481 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| QTRX | QUANTERIX CORP COM | $6,492 | 0.00% | 1,503 | 1,448 | 2,632.7% | $6,254 | 加仓 |
| — | FIDELITY DISRUPTIVE COMMUNICATIONS ETF | $6,495 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $6,527 | 0.00% | 799 | 630 | 372.8% | $5,146 | 加仓 |
| KRRO | KORRO BIO INC COM | $6,564 | 0.00% | 498 | 119 | 31.4% | $1,569 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $6,615 | 0.00% | 224 | -21 | -8.6% | -$620 | 减仓 |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $6,624 | 0.00% | 1,502 | -241 | -13.8% | -$1,063 | 减仓 |
| VXX | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN | $6,627 | 0.00% | 300 | 300 | — | $6,627 | 新建仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $6,629 | 0.00% | 539 | -543 | -50.2% | -$6,678 | 减仓 |
| QUAD | QUAD / GRAPHICS INC COM CL A | $6,634 | 0.00% | 787 | -13 | -1.6% | -$110 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC COM | $6,646 | 0.00% | 583 | 510 | 698.6% | $5,814 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $6,670 | 0.00% | 171 | -323 | -65.4% | -$1.26万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $6,671 | 0.00% | 599 | -542 | -47.5% | -$6,036 | 减仓 |
| — | INVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $6,685 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| KRT | KARAT PACKAGING INC COM | $6,693 | 0.00% | 200 | 54 | 37.0% | $1,807 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $6,719 | 0.00% | 216 | -199 | -48.0% | -$6,190 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $6,742 | 0.00% | 523 | 521 | 26,050.0% | $6,716 | 加仓 |
| HLIT | HARMONIC INC COM | $6,744 | 0.00% | 413 | -85 | -17.1% | -$1,388 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $6,751 | 0.00% | 274 | -1,253 | -82.1% | -$3.09万 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD SPONSORED ADS | $6,757 | 0.00% | 560 | -2,696 | -82.8% | -$3.25万 | 减仓 |
| RPC | RIDGEPOST CAP INC CL A COM | $6,777 | 0.00% | 861 | 469 | 119.6% | $3,692 | 加仓 |
| NTST | NETSTREIT CORP COM | $6,782 | 0.00% | 321 | -562 | -63.6% | -$1.19万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $6,791 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | AIRJOULE TECHNOLOGIES CORP CL A | $6,797 | 0.00% | 1,227 | 556 | 82.9% | $3,080 | 加仓 |
| SLDE | SLIDE INS HLDGS INC COM | $6,798 | 0.00% | 351 | 302 | 616.3% | $5,849 | 加仓 |
| — | STELLAR BANCORP INC COM | $6,802 | 0.00% | 173 | -632 | -78.5% | -$2.48万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $6,818 | 0.00% | 110 | 36 | 48.6% | $2,231 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $6,829 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $6,834 | 0.00% | 1,553 | -774 | -33.3% | -$3,406 | 减仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $6,838 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF | $6,843 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC COM | $6,849 | 0.00% | 1,779 | 1,256 | 240.2% | $4,835 | 加仓 |
| ONT | ONTERRIS INC COM | $6,851 | 0.00% | 339 | -494 | -59.3% | -$9,983 | 减仓 |
| GBX | GREENBRIER COS INC COM | $6,861 | 0.00% | 140 | -106 | -43.1% | -$5,195 | 减仓 |
| CALX | CALIX INC COM | $6,905 | 0.00% | 185 | -3 | -1.6% | -$112 | 减仓 |
| FFSM | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | $6,905 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| CTBI | COMMUNITY TR BANCORP INC COM | $6,947 | 0.00% | 96 | -183 | -65.6% | -$1.32万 | 减仓 |
| NKTX | NKARTA INC COM | $6,973 | 0.00% | 2,464 | 247 | 11.1% | $699 | 加仓 |
| FOSL | FOSSIL GROUP INC COM | $7,013 | 0.00% | 1,694 | -122 | -6.7% | -$505 | 减仓 |
| MQ | MARQETA INC CL A COM | $7,015 | 0.00% | 1,728 | 1,728 | — | $7,015 | 新建仓 |
| FRHC | FREEDOM HOLDING CORP COM | $7,046 | 0.00% | 54 | 27 | 100.0% | $3,523 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC COM | $7,088 | 0.00% | 93 | -12 | -11.4% | -$915 | 减仓 |
| ENOV | ENOVIS CORPORATION COM | $7,100 | 0.00% | 343 | -531 | -60.8% | -$1.10万 | 减仓 |