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 |
|---|---|---|---|---|---|---|---|---|
| INBK | FIRST INTERNET BANCORP COM | $7,116 | 0.00% | 256 | 34 | 15.3% | $945 | 加仓 |
| RGNX | REGENXBIO INC COM | $7,129 | 0.00% | 595 | -1,234 | -67.5% | -$1.48万 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $7,132 | 0.00% | 279 | -410 | -59.5% | -$1.05万 | 减仓 |
| PBLS | PARABILIS MEDICINES INC COM | $7,144 | 0.00% | 261 | 261 | — | $7,144 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $7,146 | 0.00% | 576 | -399 | -40.9% | -$4,950 | 减仓 |
| RGR | STURM RUGER & CO INC COM | $7,154 | 0.00% | 189 | -19 | -9.1% | -$719 | 减仓 |
| BNTX | BIONTECH SE SPONSORED ADS | $7,165 | 0.00% | 77 | -100 | -56.5% | -$9,305 | 减仓 |
| — | BCB BANCORP INC COM | $7,172 | 0.00% | 669 | -17 | -2.5% | -$182 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $7,174 | 0.00% | 557 | -359 | -39.2% | -$4,624 | 减仓 |
| NX | QUANEX BLDG PRODS CORP COM | $7,187 | 0.00% | 386 | -37 | -8.7% | -$689 | 减仓 |
| TRUP | TRUPANION INC COM | $7,207 | 0.00% | 291 | 26 | 9.8% | $644 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $7,209 | 0.00% | 434 | -931 | -68.2% | -$1.55万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $7,227 | 0.00% | 50 | 29 | 138.1% | $4,192 | 加仓 |
| TRNS | TRANSCAT INC COM | $7,236 | 0.00% | 78 | 50 | 178.6% | $4,638 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $7,242 | 0.00% | 695 | -391 | -36.0% | -$4,074 | 减仓 |
| HWKN | HAWKINS INC COM | $7,247 | 0.00% | 51 | -6 | -10.5% | -$853 | 减仓 |
| LOCO | EL POLLO LOCO HLDGS INC COM | $7,259 | 0.00% | 428 | -1,212 | -73.9% | -$2.06万 | 减仓 |
| LVHD | FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $7,260 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | $7,271 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | SUMMIT THERAPEUTICS INC CLL OPT 10/26 14.0 CAL 看涨期权 | $7,285 | 0.00% | 500 | 500 | — | $7,285 | 新建仓 |
| — | AUBURN NATL BANCORP COM | $7,301 | 0.00% | 270 | -270 | -50.0% | -$7,301 | 减仓 |
| — | TREACE MED CONCEPTS INC COM | $7,306 | 0.00% | 1,836 | 1,101 | 149.8% | $4,381 | 加仓 |
| — | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $7,328 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $7,354 | 0.00% | 84 | 25 | 42.4% | $2,189 | 加仓 |
| — | LEGGETT & PLATT INC COM | $7,365 | 0.00% | 629 | -1,712 | -73.1% | -$2.00万 | 减仓 |
| RGEN | REPLIGEN CORP COM | $7,368 | 0.00% | 54 | 26 | 92.9% | $3,548 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | $7,395 | 0.00% | 205 | -291 | -58.7% | -$1.05万 | 减仓 |
| VCYT | VERACYTE INC COM | $7,399 | 0.00% | 126 | -98 | -43.8% | -$5,755 | 减仓 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $7,401 | 0.00% | 722 | -600 | -45.4% | -$6,150 | 减仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $7,404 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC COM | $7,422 | 0.00% | 449 | -22 | -4.7% | -$364 | 减仓 |
| SCSC | SCANSOURCE INC COM | $7,448 | 0.00% | 143 | -212 | -59.7% | -$1.10万 | 减仓 |
| — | ORLA MNG LTD NEW COM | $7,451 | 0.00% | 761 | -420 | -35.6% | -$4,112 | 减仓 |
| WING | WINGSTOP INC COM | $7,457 | 0.00% | 43 | -23 | -34.8% | -$3,989 | 减仓 |
| GLIBK | LIBERTY CAP CORP SER C GCI GROUP | $7,459 | 0.00% | 346 | 335 | 3,045.5% | $7,222 | 加仓 |
| HCC | WARRIOR MET COAL INC COM | $7,467 | 0.00% | 92 | -267 | -74.4% | -$2.17万 | 减仓 |
| MAT | MATTEL INC COM | $7,496 | 0.00% | 540 | -4,080 | -88.3% | -$5.66万 | 减仓 |
| VTOL | BRISTOW GROUP INC COM | $7,521 | 0.00% | 182 | -350 | -65.8% | -$1.45万 | 减仓 |
| VITL | VITAL FARMS INC COM | $7,548 | 0.00% | 649 | -70 | -9.7% | -$814 | 减仓 |
| GOOS | CANADA GOOSE HLDGS INC SHS SUB VTG | $7,599 | 0.00% | 799 | 621 | 348.9% | $5,906 | 加仓 |
| VVX | V2X INC COM | $7,604 | 0.00% | 102 | -233 | -69.6% | -$1.74万 | 减仓 |
| — | EXPENSIFY INC COM CL A | $7,609 | 0.00% | 4,251 | 2,351 | 123.7% | $4,208 | 加仓 |
| PCB | PCB BANCORP COM | $7,631 | 0.00% | 269 | 269 | — | $7,631 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $7,638 | 0.00% | 484 | -770 | -61.4% | -$1.22万 | 减仓 |
| RUSHB | RUSH ENTERPRISES INC CL B | $7,651 | 0.00% | 100 | -192 | -65.8% | -$1.47万 | 减仓 |
| AXGN | AXOGEN INC COM | $7,668 | 0.00% | 166 | 158 | 1,975.0% | $7,298 | 加仓 |
| ITRG | INTEGRA RES CORP COM | $7,668 | 0.00% | 3,378 | 3,378 | — | $7,668 | 新建仓 |
| BLCO | BAUSCH PLUS LOMB CORP COMMON SHARES | $7,734 | 0.00% | 467 | -59 | -11.2% | -$977 | 减仓 |
| UTZ | UTZ BRANDS INC COM CL A | $7,762 | 0.00% | 1,008 | 513 | 103.6% | $3,950 | 加仓 |
| NVGS | NAVIGATOR HLDGS LTD SHS | $7,770 | 0.00% | 417 | 107 | 34.5% | $1,994 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $7,771 | 0.00% | 70 | -479 | -87.2% | -$5.32万 | 减仓 |
| ANIK | ANIKA THERAPEUTICS INC COM | $7,783 | 0.00% | 532 | 156 | 41.5% | $2,282 | 加仓 |
| WEST | WESTROCK COFFEE CO COM | $7,817 | 0.00% | 964 | 259 | 36.7% | $2,100 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $7,818 | 0.00% | 462 | -232 | -33.4% | -$3,926 | 减仓 |
| ODD | ODDITY TECH LTD SHS CL A | $7,822 | 0.00% | 517 | -320 | -38.2% | -$4,841 | 减仓 |
| VEON | VEON LTD SPONSORED ADS | $7,832 | 0.00% | 150 | -44 | -22.7% | -$2,297 | 减仓 |
| PDFS | PDF SOLUTIONS INC COM | $7,857 | 0.00% | 111 | -88 | -44.2% | -$6,229 | 减仓 |
| XNCR | XENCOR INC COM | $7,857 | 0.00% | 488 | 239 | 96.0% | $3,848 | 加仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $7,865 | 0.00% | 207 | -32 | -13.4% | -$1,216 | 减仓 |
| SAFE | SAFEHOLD INC COM | $7,866 | 0.00% | 501 | 184 | 58.0% | $2,889 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $7,870 | 0.00% | 244 | 211 | 639.4% | $6,806 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $7,897 | 0.00% | 78 | -15 | -16.1% | -$1,519 | 减仓 |
| MCS | MARCUS CORP DEL COM | $7,930 | 0.00% | 338 | -75 | -18.2% | -$1,760 | 减仓 |
| DOCS | DOXIMITY INC CL A | $7,943 | 0.00% | 383 | -2,450 | -86.5% | -$5.08万 | 减仓 |
| APEI | AMERICAN PUB ED INC COM | $7,948 | 0.00% | 148 | -157 | -51.5% | -$8,431 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $7,957 | 0.00% | 67 | 24 | 55.8% | $2,850 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $7,970 | 0.00% | 192 | 43 | 28.9% | $1,785 | 加仓 |
| TLS | TELOS CORP MD COM | $7,972 | 0.00% | 1,733 | 458 | 35.9% | $2,107 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $7,974 | 0.00% | 2,285 | -1,100 | -32.5% | -$3,839 | 减仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $7,980 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $7,986 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVE U.S. REAL ESTATE FUND | $8,010 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SUNC | SUNOCOCORP LLC COM SHS LLC | $8,052 | 0.00% | 119 | 66 | 124.5% | $4,466 | 加仓 |
| IPX | IPERIONX LTD SPONSORED ADS | $8,057 | 0.00% | 271 | 212 | 359.3% | $6,303 | 加仓 |
| CDNA | CAREDX INC COM | $8,066 | 0.00% | 283 | -157 | -35.7% | -$4,475 | 减仓 |
| CSR | CENTERSPACE COM | $8,091 | 0.00% | 144 | -57 | -28.4% | -$3,203 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $8,094 | 0.00% | 185 | -441 | -70.4% | -$1.93万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $8,099 | 0.00% | 63 | -22 | -25.9% | -$2,828 | 减仓 |
| NRDS | NERDWALLET INC COM CL A | $8,122 | 0.00% | 878 | 330 | 60.2% | $3,053 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $8,127 | 0.00% | 206 | -19 | -8.4% | -$750 | 减仓 |
| BTBT | BIT DIGITAL INC SHS | $8,128 | 0.00% | 4,516 | 1,112 | 32.7% | $2,001 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $8,130 | 0.00% | 273 | 240 | 727.3% | $7,147 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $8,143 | 0.00% | 535 | -45 | -7.8% | -$685 | 减仓 |
| — | TOPBUILD COR COM | $8,154 | 0.00% | 23 | -99 | -81.1% | -$3.51万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $8,186 | 0.00% | 1,392 | 101 | 7.8% | $594 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS INC COM | $8,189 | 0.00% | 290 | 101 | 53.4% | $2,852 | 加仓 |
| HLF | HERBALIFE LTD COM SHS | $8,192 | 0.00% | 623 | -6,743 | -91.5% | -$8.87万 | 减仓 |
| GCO | GENESCO INC COM | $8,206 | 0.00% | 243 | 112 | 85.5% | $3,782 | 加仓 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $8,237 | 0.00% | 996 | 894 | 876.5% | $7,393 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN INC COM | $8,240 | 0.00% | 250 | 228 | 1,036.4% | $7,515 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD SHS | $8,256 | 0.00% | 1,421 | 1,003 | 240.0% | $5,827 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $8,288 | 0.00% | 989 | 195 | 24.6% | $1,634 | 加仓 |
| THRM | GENTHERM INC COM | $8,289 | 0.00% | 243 | 12 | 5.2% | $409 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $8,300 | 0.00% | 598 | 203 | 51.4% | $2,818 | 加仓 |
| INN | SUMMIT HOTEL PPTYS COM | $8,313 | 0.00% | 1,186 | -92 | -7.2% | -$645 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $8,314 | 0.00% | 652 | 316 | 94.0% | $4,029 | 加仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC COM | $8,316 | 0.00% | 1,848 | 247 | 15.4% | $1,112 | 加仓 |
| PUBM | PUBMATIC INC COM CL A | $8,318 | 0.00% | 634 | 174 | 37.8% | $2,283 | 加仓 |
| — | BLAIZE HLDGS INC COM | $8,341 | 0.00% | 6,044 | 4,140 | 217.4% | $5,713 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $8,358 | 0.00% | 480 | -699 | -59.3% | -$1.22万 | 减仓 |