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 |
|---|---|---|---|---|---|---|---|---|
| CURB | CURBLINE PPTYS CORP COM | $9,490 | 0.00% | 368 | 203 | 123.0% | $5,235 | 加仓 |
| IBEX | IBEX LTD SHS NEW | $9,494 | 0.00% | 354 | -38 | -9.7% | -$1,019 | 减仓 |
| — | SEABRIDGE GOLD INC COM | $9,523 | 0.00% | 336 | 239 | 246.4% | $6,774 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC CLASS A ORD | $9,530 | 0.00% | 210 | 1 | 0.5% | $45 | 加仓 |
| GCMG | GCM GROSVENOR INC COM CL A | $9,575 | 0.00% | 977 | 343 | 54.1% | $3,362 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $9,576 | 0.00% | 1,006 | 442 | 78.4% | $4,207 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC COM | $9,590 | 0.00% | 290 | 228 | 367.7% | $7,540 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $9,594 | 0.00% | 137 | 137 | — | $9,594 | 新建仓 |
| ARTNA | ARTESIAN RES CORP CL A | $9,651 | 0.00% | 303 | 32 | 11.8% | $1,019 | 加仓 |
| — | ADAGENE INC ADS | $9,694 | 0.00% | 2,473 | -5 | -0.2% | -$20 | 减仓 |
| — | RE/MAX HLDGS INC CL A | $9,699 | 0.00% | 1,684 | 97 | 6.1% | $559 | 加仓 |
| — | NICHOLAS CRYPTO INCOME ETF | $9,713 | 0.00% | 750 | 750 | — | $9,713 | 新建仓 |
| HPP | HUDSON PACIFIC PROPERTIES INC COM | $9,727 | 0.00% | 1,646 | 1,631 | 10,873.3% | $9,638 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $9,733 | 0.00% | 553 | 18 | 3.4% | $317 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $9,748 | 0.00% | 3,385 | -17 | -0.5% | -$49 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $9,775 | 0.00% | 261 | -51 | -16.3% | -$1,910 | 减仓 |
| GOLD | GOLD COM INC COM | $9,820 | 0.00% | 245 | 37 | 17.8% | $1,483 | 加仓 |
| ARCB | ARCBEST CORP COM | $9,835 | 0.00% | 100 | -27 | -21.3% | -$2,655 | 减仓 |
| LZ | LEGALZOOM COM INC COM | $9,842 | 0.00% | 1,736 | -3,443 | -66.5% | -$1.95万 | 减仓 |
| COHU | COHU INC COM | $9,860 | 0.00% | 322 | -153 | -32.2% | -$4,685 | 减仓 |
| AMPL | AMPLITUDE INC COM CL A | $9,876 | 0.00% | 1,448 | -491 | -25.3% | -$3,349 | 减仓 |
| WNC | WABASH NATL CORP COM | $9,896 | 0.00% | 1,148 | -38 | -3.2% | -$328 | 减仓 |
| BFS | SAUL CTRS INC COM | $9,905 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| — | BRASILAGRO COMPANHIA BRASILEIR SPONSORED ADR | $9,936 | 0.00% | 2,349 | -1,821 | -43.7% | -$7,703 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $9,975 | 0.00% | 292 | 32 | 12.3% | $1,093 | 加仓 |
| LMND | LEMONADE INC COM | $1.00万 | 0.00% | 160 | 24 | 17.6% | $1,504 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC ORD | $1.00万 | 0.00% | 303 | 9 | 3.1% | $298 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $1.00万 | 0.00% | 558 | 239 | 74.9% | $4,302 | 加仓 |
| AI | C3 AI INC CL A | $1.01万 | 0.00% | 1,195 | 909 | 317.8% | $7,654 | 加仓 |
| — | SOLENO THERAPEUTICS INC COM | $1.01万 | 0.00% | 301 | 192 | 176.1% | $6,428 | 加仓 |
| TNC | TENNANT CO COM | $1.01万 | 0.00% | 152 | 56 | 58.3% | $3,718 | 加仓 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $1.01万 | 0.00% | 372 | 372 | — | $1.01万 | 新建仓 |
| VITL | VITAL FARMS INC COM | $1.02万 | 0.00% | 719 | 270 | 60.1% | $3,812 | 加仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $1.02万 | 0.00% | 2,368 | 1,268 | 115.3% | $5,439 | 加仓 |
| ENPH | ENPHASE ENERGY INC COM | $1.02万 | 0.00% | 269 | 72 | 36.5% | $2,723 | 加仓 |
| RXO | RXO INC COMMON STOCK | $1.02万 | 0.00% | 696 | 325 | 87.6% | $4,750 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $1.02万 | 0.00% | 282 | -61 | -17.8% | -$2,202 | 减仓 |
| LTC | LTC PPTYS INC COM | $1.02万 | 0.00% | 274 | 16 | 6.2% | $595 | 加仓 |
| AUGO | AURA MINERALS INC SHS NEW | $1.02万 | 0.00% | 125 | 19 | 17.9% | $1,551 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $1.02万 | 0.00% | 577 | -127 | -18.0% | -$2,248 | 减仓 |
| — | VANECK ISRAEL ETF | $1.02万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC COM | $1.02万 | 0.00% | 66 | 27 | 69.2% | $4,185 | 加仓 |
| ALG | ALAMO GROUP INC COM | $1.02万 | 0.00% | 62 | 9 | 17.0% | $1,485 | 加仓 |
| APOG | APOGEE ENTERPRISES INC COM | $1.02万 | 0.00% | 305 | 39 | 14.7% | $1,308 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $1.02万 | 0.00% | 1,743 | -562 | -24.4% | -$3,299 | 减仓 |
| RMR | RMR GROUP INC CL A | $1.02万 | 0.00% | 662 | -21 | -3.1% | -$325 | 减仓 |
| — | RED ROBIN GOURMET BURGERS INC COM | $1.03万 | 0.00% | 3,500 | 3,000 | 600.0% | $8,790 | 加仓 |
| ABR | ARBOR REALTY TRUST INC COM | $1.03万 | 0.00% | 1,332 | 882 | 196.0% | $6,798 | 加仓 |
| — | UNITI GROUP LLC COM SHS | $1.03万 | 0.00% | 1,096 | 385 | 54.1% | $3,611 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $1.03万 | 0.00% | 116 | -79 | -40.5% | -$7,031 | 减仓 |
| VSTS | VESTIS CORPORATION COM SHS | $1.03万 | 0.00% | 1,314 | 469 | 55.5% | $3,686 | 加仓 |
| MLAB | MESA LABS INC COM | $1.03万 | 0.00% | 117 | 93 | 387.5% | $8,223 | 加仓 |
| ALX | ALEXANDERS INC COM | $1.04万 | 0.00% | 44 | -3 | -6.4% | -$709 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $1.04万 | 0.00% | 460 | 96 | 26.4% | $2,170 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $1.04万 | 0.00% | 455 | -230 | -33.6% | -$5,278 | 减仓 |
| — | EUROPEAN WAX CTR INC CLASS A COM | $1.05万 | 0.00% | 1,809 | 451 | 33.2% | $2,607 | 加仓 |
| HTFL | HEARTFLOW INC COM | $1.05万 | 0.00% | 431 | 431 | — | $1.05万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $1.05万 | 0.00% | 591 | 321 | 118.9% | $5,698 | 加仓 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $1.05万 | 0.00% | 1,322 | -278 | -17.4% | -$2,207 | 减仓 |
| WTBA | WEST BANCORPORATION INC CAP STK | $1.05万 | 0.00% | 442 | 14 | 3.3% | $333 | 加仓 |
| CERS | CERUS CORP COM | $1.05万 | 0.00% | 5,788 | 499 | 9.4% | $908 | 加仓 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $1.05万 | 0.00% | 511 | 497 | 3,550.0% | $1.03万 | 加仓 |
| — | INVESCO PA VALUE MUN INC TR COM | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $1.06万 | 0.00% | 105 | 105 | — | $1.06万 | 新建仓 |
| CTRN | CITI TRENDS INC COM | $1.06万 | 0.00% | 245 | 68 | 38.4% | $2,946 | 加仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $1.07万 | 0.00% | 384 | -7,479 | -95.1% | -$20.78万 | 减仓 |
| — | ACV AUCTIONS INC COM CL A | $1.07万 | 0.00% | 2,517 | 89 | 3.7% | $377 | 加仓 |
| FIGS | FIGS INC CL A | $1.07万 | 0.00% | 723 | 19 | 2.7% | $281 | 加仓 |
| URGN | UROGEN PHARMA LTD COM | $1.07万 | 0.00% | 596 | 12 | 2.1% | $216 | 加仓 |
| QLD | PROSHARES ULTRA QQQ | $1.08万 | 0.00% | 176 | 24 | 15.8% | $1,466 | 加仓 |
| — | UDEMY INC COM | $1.08万 | 0.00% | 2,328 | 2,024 | 665.8% | $9,351 | 加仓 |
| — | GOLDEN ENTMT INC COM | $1.08万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC COM | $1.08万 | 0.00% | 642 | -251 | -28.1% | -$4,214 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $1.08万 | 0.00% | 1,560 | 516 | 49.4% | $3,565 | 加仓 |
| EZPW | EZCORP INC CL A NON VTG | $1.08万 | 0.00% | 425 | 304 | 251.2% | $7,715 | 加仓 |
| — | SELECT MED HLDGS CORP COM | $1.08万 | 0.00% | 664 | -188 | -22.1% | -$3,063 | 减仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC COM | $1.09万 | 0.00% | 50 | -1 | -2.0% | -$217 | 减仓 |
| OFIX | ORTHOFIX MED INC COM | $1.09万 | 0.00% | 952 | -123 | -11.4% | -$1,411 | 减仓 |
| — | COSAN S A ADS | $1.09万 | 0.00% | 2,651 | 970 | 57.7% | $3,997 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $1.09万 | 0.00% | 2,370 | -9,727 | -80.4% | -$4.48万 | 减仓 |
| CRNC | CERENCE INC COM | $1.09万 | 0.00% | 1,733 | 1,584 | 1,063.1% | $9,995 | 加仓 |
| HRI | HERC HLDGS INC COM | $1.10万 | 0.00% | 110 | -48 | -30.4% | -$4,779 | 减仓 |
| GRND | GRINDR INC COM | $1.10万 | 0.00% | 912 | 536 | 142.6% | $6,480 | 加仓 |
| KOS | KOSMOS ENERGY LTD COM | $1.11万 | 0.00% | 3,980 | 1,298 | 48.4% | $3,608 | 重新持有 |
| — | CATALYST PHARMACEUTICALS INC COM | $1.11万 | 0.00% | 447 | 192 | 75.3% | $4,754 | 加仓 |
| USO | UNITED STATES OIL FUND LP | $1.11万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC COM | $1.11万 | 0.00% | 2,052 | 1,949 | 1,892.2% | $1.05万 | 加仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $1.11万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP COM | $1.11万 | 0.00% | 316 | 89 | 39.2% | $3,134 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $1.11万 | 0.00% | 975 | 369 | 60.9% | $4,212 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $1.12万 | 0.00% | 552 | 383 | 226.6% | $7,744 | 加仓 |
| EVER | EVERQUOTE INC COM CL A | $1.12万 | 0.00% | 724 | -82 | -10.2% | -$1,264 | 减仓 |
| CRAI | CRA INTL INC COM | $1.12万 | 0.00% | 69 | -17 | -19.8% | -$2,752 | 减仓 |
| FOUR | SHIFT4 PMTS INC CL A | $1.12万 | 0.00% | 256 | 154 | 151.0% | $6,734 | 加仓 |
| ODD | ODDITY TECH LTD SHS CL A | $1.12万 | 0.00% | 837 | 603 | 257.7% | $8,069 | 加仓 |
| ICFI | ICF INTL INC COM | $1.12万 | 0.00% | 172 | -120 | -41.1% | -$7,835 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP COM | $1.12万 | 0.00% | 482 | 230 | 91.3% | $5,362 | 加仓 |
| CARE | CARTER BANKSHARES INC COM NEW | $1.12万 | 0.00% | 482 | -31 | -6.0% | -$723 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1.13万 | 0.00% | 77 | -29 | -27.4% | -$4,245 | 减仓 |