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 |
|---|---|---|---|---|---|---|---|---|
| CAPR | CAPRICOR THERAPEUTICS INC COM NEW | $7,874 | 0.00% | 259 | 259 | — | $7,874 | 新建仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $7,875 | 0.00% | 160 | 160 | — | $7,875 | 新建仓 |
| WPP | WPP PLC NEW ADR | $7,889 | 0.00% | 507 | -368 | -42.1% | -$5,726 | 减仓 |
| CRON | CRONOS GROUP INC COM | $7,891 | 0.00% | 3,144 | 1,418 | 82.2% | $3,559 | 加仓 |
| KAI | KADANT INC COM | $7,892 | 0.00% | 27 | 9 | 50.0% | $2,631 | 加仓 |
| LRGE | CLEARBRIDGE LARGE CAP GROWTH SELECT ETF | $7,896 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CTKB | CYTEK BIOSCIENCES INC COM | $7,958 | 0.00% | 1,821 | 242 | 15.3% | $1,058 | 加仓 |
| LGIH | LGI HOMES INC COM | $7,986 | 0.00% | 202 | 66 | 48.5% | $2,609 | 加仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $7,986 | 0.00% | 239 | 164 | 218.7% | $5,480 | 加仓 |
| — | NEKTAR THERAPEUTICS COM NEW | $7,987 | 0.00% | 111 | 1 | 0.9% | $72 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $7,988 | 0.00% | 122 | 60 | 96.8% | $3,929 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $8,026 | 0.00% | 300 | 68 | 29.3% | $1,819 | 加仓 |
| WFG | WEST FRASER TIMBER CO LTD COM | $8,030 | 0.00% | 123 | -45 | -26.8% | -$2,938 | 减仓 |
| — | IONEER LTD SPONSORED ADS | $8,033 | 0.00% | 1,888 | 1,861 | 6,892.6% | $7,918 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $8,047 | 0.00% | 225 | 50 | 28.6% | $1,788 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $8,078 | 0.00% | 426 | 287 | 206.5% | $5,442 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $8,080 | 0.00% | 730 | -552 | -43.1% | -$6,110 | 减仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $8,089 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| — | BANK FIRST CORPORATION COM | $8,104 | 0.00% | 60 | 12 | 25.0% | $1,621 | 加仓 |
| KELYA | KELLY SVCS INC CL A | $8,115 | 0.00% | 917 | -703 | -43.4% | -$6,221 | 减仓 |
| SXC | SUNCOKE ENERGY INC COM | $8,118 | 0.00% | 1,247 | 198 | 18.9% | $1,289 | 加仓 |
| CNMD | CONMED CORP COM | $8,132 | 0.00% | 230 | -39 | -14.5% | -$1,379 | 减仓 |
| MVBF | MVB FINL CORP COM | $8,144 | 0.00% | 328 | 128 | 64.0% | $3,178 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC COM | $8,144 | 0.00% | 1,962 | 1,684 | 605.8% | $6,990 | 加仓 |
| VNET | VNET GROUP INC SPONSORED ADS A | $8,180 | 0.00% | 975 | -1,081 | -52.6% | -$9,069 | 减仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $8,208 | 0.00% | 281 | 45 | 19.1% | $1,314 | 加仓 |
| — | SKYWATER TECHNOLOGY INC COM | $8,222 | 0.00% | 300 | 168 | 127.3% | $4,604 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $8,229 | 0.00% | 303 | 91 | 42.9% | $2,471 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $8,232 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| VTEX | VTEX SHS CL A | $8,280 | 0.00% | 2,070 | 1,625 | 365.2% | $6,500 | 加仓 |
| AZTA | AZENTA INC COM | $8,304 | 0.00% | 393 | -119 | -23.2% | -$2,514 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME COM | $8,316 | 0.00% | 74 | -18 | -19.6% | -$2,023 | 减仓 |
| — | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $8,320 | 0.00% | 1,000 | 1,000 | — | $8,320 | 新建仓 |
| RGR | STURM RUGER & CO INC COM | $8,339 | 0.00% | 208 | -79 | -27.5% | -$3,167 | 减仓 |
| KOP | KOPPERS HOLDINGS INC COM | $8,354 | 0.00% | 216 | -3 | -1.4% | -$116 | 减仓 |
| BLCO | BAUSCH PLUS LOMB CORP COMMON SHARES | $8,364 | 0.00% | 526 | 111 | 26.7% | $1,765 | 加仓 |
| INV | INNVENTURE INC COM | $8,364 | 0.00% | 2,139 | 2,139 | — | $8,364 | 新建仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $8,377 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC COM | $8,388 | 0.00% | 159 | -81 | -33.8% | -$4,273 | 减仓 |
| NOG | NORTHERN OIL & GAS INC COM | $8,396 | 0.00% | 287 | 81 | 39.3% | $2,370 | 加仓 |
| RAL | RALLIANT CORP COM | $8,401 | 0.00% | 202 | -38 | -15.8% | -$1,580 | 减仓 |
| MH | MCGRAW HILL INC COM | $8,413 | 0.00% | 614 | 104 | 20.4% | $1,425 | 加仓 |
| — | EVAXION AS SPONSORED ADS | $8,430 | 0.00% | 2,266 | -441 | -16.3% | -$1,641 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $8,460 | 0.00% | 426 | -30 | -6.6% | -$596 | 减仓 |
| URNM | SPROTT URANIUM MINERS ETF | $8,462 | 0.00% | 134 | 134 | — | $8,462 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $8,505 | 0.00% | 179 | 120 | 203.4% | $5,702 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $8,517 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP COM | $8,541 | 0.00% | 805 | 79 | 10.9% | $838 | 加仓 |
| NABL | N-ABLE INC COMMON STOCK | $8,546 | 0.00% | 1,830 | -1,265 | -40.9% | -$5,907 | 减仓 |
| — | BLOCKCHAIN DIGITAL INFRSTR INC COM | $8,550 | 0.00% | 8,221 | 8,221 | — | $8,550 | 新建仓 |
| GDOT | GREEN DOT CORP CL A | $8,617 | 0.00% | 768 | 1 | 0.1% | $11 | 加仓 |
| ICLR | ICON PLC SHS | $8,633 | 0.00% | 78 | -13 | -14.3% | -$1,439 | 减仓 |
| BKD | BROOKDALE SR LIVING INC COM | $8,645 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| TROX | TRONOX HOLDINGS PLC SHS | $8,647 | 0.00% | 885 | 395 | 80.6% | $3,859 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC COM | $8,651 | 0.00% | 207 | 15 | 7.8% | $627 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $8,662 | 0.00% | 93 | -3 | -3.1% | -$279 | 减仓 |
| — | EDAP TMS S A SPONSORED ADR | $8,668 | 0.00% | 2,330 | 1,930 | 482.5% | $7,180 | 重新持有 |
| CXT | CRANE NXT CO COM | $8,727 | 0.00% | 215 | -94 | -30.4% | -$3,816 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $8,738 | 0.00% | 664 | 386 | 138.8% | $5,080 | 加仓 |
| CHEF | CHEFS WHSE INC COM | $8,740 | 0.00% | 147 | 64 | 77.1% | $3,805 | 加仓 |
| HWKN | HAWKINS INC COM | $8,755 | 0.00% | 57 | 29 | 103.6% | $4,454 | 加仓 |
| MBUU | MALIBU BOATS INC COM CL A | $8,787 | 0.00% | 339 | 2 | 0.6% | $52 | 加仓 |
| HQ | HORIZON QUANTUM HOLDINGS LTD CL A ORD SHS | $8,790 | 0.00% | 1,000 | 1,000 | — | $8,790 | 新建仓 |
| — | ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF | $8,822 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC COM | $8,835 | 0.00% | 3,744 | 191 | 5.4% | $451 | 加仓 |
| INR | INFINITY NAT RES INC COM CL A | $8,839 | 0.00% | 502 | 7 | 1.4% | $123 | 加仓 |
| SMTC | SEMTECH CORP COM | $8,843 | 0.00% | 115 | 37 | 47.4% | $2,845 | 加仓 |
| ALRM | ALARM COM HLDGS INC COM | $8,855 | 0.00% | 205 | 15 | 7.9% | $648 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $8,880 | 0.00% | 599 | 261 | 77.2% | $3,869 | 加仓 |
| RXST | RXSIGHT INC COM | $8,890 | 0.00% | 1,443 | 1,312 | 1,001.5% | $8,083 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $8,898 | 0.00% | 694 | 390 | 128.3% | $5,000 | 加仓 |
| — | GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF | $8,914 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $8,926 | 0.00% | 430 | -182 | -29.7% | -$3,778 | 减仓 |
| MQ | MARQETA INC CLASS A COM | $8,939 | 0.00% | 2,191 | 1,507 | 220.3% | $6,148 | 加仓 |
| — | ARCELLX INC COMMON STOCK | $8,954 | 0.00% | 78 | -32 | -29.1% | -$3,673 | 减仓 |
| DAO | YOUDAO INC SPONSORED ADS | $8,965 | 0.00% | 912 | -1 | -0.1% | -$10 | 减仓 |
| VEON | VEON LTD SPONSORED ADS | $8,983 | 0.00% | 194 | 21 | 12.1% | $972 | 加仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $8,987 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL SVCS INC COM | $8,989 | 0.00% | 147 | -62 | -29.7% | -$3,791 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $9,003 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | ROADZEN INC ORD SHS | $9,012 | 0.00% | 7,510 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $9,037 | 0.00% | 186 | 3 | 1.6% | $146 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $9,045 | 0.00% | 2,946 | 141 | 5.0% | $433 | 加仓 |
| — | CENTRAIS ELET BRAS SA SPON ADS PF CL C | $9,053 | 0.00% | 829 | 98 | 13.4% | $1,070 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME FD COM | $9,065 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PRG | PROG HOLDINGS INC COM NPV | $9,094 | 0.00% | 317 | 116 | 57.7% | $3,328 | 加仓 |
| MGNI | MAGNITE INC COM | $9,100 | 0.00% | 766 | 382 | 99.5% | $4,538 | 加仓 |
| BVS | BIOVENTUS INC COM CL A | $9,113 | 0.00% | 998 | 674 | 208.0% | $6,154 | 加仓 |
| ASIX | ADVANSIX INC COM | $9,174 | 0.00% | 376 | 242 | 180.6% | $5,905 | 加仓 |
| CALX | CALIX INC COM | $9,211 | 0.00% | 188 | 45 | 31.5% | $2,205 | 加仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $9,217 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| — | PHARMING GROUP NV SPON ADS | $9,268 | 0.00% | 557 | -347 | -38.4% | -$5,774 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW COM | $9,319 | 0.00% | 504 | -20 | -3.8% | -$370 | 减仓 |
| — | EMBOTELLADORA ANDINA S A SPON ADR B | $9,331 | 0.00% | 370 | 57 | 18.2% | $1,437 | 加仓 |
| — | VIRTUS CONVERTIBLE & INC FD II COM NEW | $9,387 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC COM | $9,395 | 0.00% | 1,620 | -1,198 | -42.5% | -$6,948 | 减仓 |
| IIIN | INSTEEL INDS INC COM | $9,411 | 0.00% | 280 | 58 | 26.1% | $1,949 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $9,433 | 0.00% | 602 | -777 | -56.3% | -$1.22万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC COM | $9,474 | 0.00% | 230 | 13 | 6.0% | $535 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $9,488 | 0.00% | 203 | 203 | — | $9,488 | 新建仓 |