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 |
|---|---|---|---|---|---|---|---|---|
| VLRS | CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 | $8,358 | 0.00% | 892 | -969 | -52.1% | -$9,079 | 减仓 |
| ADMA | ADMA BIOLOGICS INC COM | $8,371 | 0.00% | 1,000 | -6,559 | -86.8% | -$5.49万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $8,386 | 0.00% | 258 | 18 | 7.5% | $585 | 加仓 |
| LEU | CENTRUS ENERGY CORP CL A | $8,394 | 0.00% | 50 | 12 | 31.6% | $2,015 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC COM | $8,396 | 0.00% | 604 | 138 | 29.6% | $1,918 | 加仓 |
| KOP | KOPPERS HOLDINGS INC COM | $8,442 | 0.00% | 188 | -28 | -13.0% | -$1,257 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC COM | $8,455 | 0.00% | 207 | -83 | -28.6% | -$3,390 | 减仓 |
| WINA | WINMARK CORP COM | $8,461 | 0.00% | 20 | 9 | 81.8% | $3,807 | 加仓 |
| UA | UNDER ARMOUR INC CL C | $8,471 | 0.00% | 1,362 | -1,281 | -48.5% | -$7,967 | 减仓 |
| CMRC | COMMERCE.COM INC COM SER 1 | $8,475 | 0.00% | 2,863 | 406 | 16.5% | $1,202 | 加仓 |
| KAI | KADANT INC COM | $8,484 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $8,498 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC CL A | $8,515 | 0.00% | 29 | -63 | -68.5% | -$1.85万 | 减仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $8,519 | 0.00% | 150 | -10 | -6.2% | -$568 | 减仓 |
| PRG | PROG HOLDINGS INC COM NPV | $8,530 | 0.00% | 183 | -134 | -42.3% | -$6,246 | 减仓 |
| MGNI | MAGNITE INC COM | $8,541 | 0.00% | 450 | -316 | -41.3% | -$5,998 | 减仓 |
| MNDY | MONDAY COM LTD SHS | $8,542 | 0.00% | 118 | -307 | -72.2% | -$2.22万 | 减仓 |
| CABO | CABLE ONE INC COM | $8,551 | 0.00% | 161 | -36 | -18.3% | -$1,912 | 减仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $8,563 | 0.00% | 186 | -186 | -50.0% | -$8,563 | 减仓 |
| — | ALDEYRA THERAPEUTICS INC COM | $8,578 | 0.00% | 4,027 | -189 | -4.5% | -$403 | 减仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $8,635 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $8,644 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $8,671 | 0.00% | 195 | 33 | 20.4% | $1,467 | 加仓 |
| CMBT | CMB.TECH NV SHS | $8,674 | 0.00% | 620 | -1,236 | -66.6% | -$1.73万 | 减仓 |
| NXH | BED BATH & BEYOND INC COM | $8,703 | 0.00% | 1,503 | 254 | 20.3% | $1,471 | 加仓 |
| UNF | UNIFIRST CORP MASS COM | $8,727 | 0.00% | 33 | -79 | -70.5% | -$2.09万 | 减仓 |
| — | NUVEEN MORTGAGE AND INCOME FD COM | $8,739 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC COM | $8,744 | 0.00% | 1,613 | 281 | 21.1% | $1,523 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $8,756 | 0.00% | 32 | -32 | -50.0% | -$8,756 | 减仓 |
| ASIX | ADVANSIX INC COM | $8,786 | 0.00% | 442 | 66 | 17.6% | $1,312 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $8,793 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $8,795 | 0.00% | 315 | 62 | 24.5% | $1,731 | 加仓 |
| ZUMZ | ZUMIEZ INC COM | $8,810 | 0.00% | 495 | -124 | -20.0% | -$2,207 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP COM | $8,845 | 0.00% | 522 | 478 | 1,086.4% | $8,099 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD SHS | $8,857 | 0.00% | 255 | -591 | -69.9% | -$2.05万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $8,882 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC COM | $8,894 | 0.00% | 215 | -77 | -26.4% | -$3,185 | 减仓 |
| — | EVE HLDG INC COM | $8,924 | 0.00% | 3,555 | 2,169 | 156.5% | $5,445 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC COM | $8,945 | 0.00% | 98 | 33 | 50.8% | $3,012 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $8,948 | 0.00% | 269 | -1,279 | -82.6% | -$4.25万 | 减仓 |
| — | SOFI TECHNOLOGIES INC CLL OPT 12/26 16.0 CAL 看涨期权 | $8,965 | 0.00% | 500 | 500 | — | $8,965 | 新建仓 |
| TEO | TELECOM ARGENTINA SA SPON ADR REP B | $8,970 | 0.00% | 690 | -962 | -58.2% | -$1.25万 | 减仓 |
| HUBG | HUB GROUP INC CL A | $8,977 | 0.00% | 205 | -5 | -2.4% | -$219 | 减仓 |
| ENR | ENERGIZER HLDGS INC COM | $8,983 | 0.00% | 419 | 104 | 33.0% | $2,230 | 加仓 |
| — | ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF | $8,991 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| LRGE | CLEARBRIDGE LARGE CAP GROWTH SELECT ETF | $8,994 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP CL A | $9,016 | 0.00% | 121 | -265 | -68.7% | -$1.97万 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC COM | $9,050 | 0.00% | 665 | 354 | 113.8% | $4,818 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES COM | $9,066 | 0.00% | 643 | 289 | 81.6% | $4,075 | 加仓 |
| TDW | TIDEWATER INC NEW COM | $9,128 | 0.00% | 137 | -620 | -81.9% | -$4.13万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $9,135 | 0.00% | 75 | -159 | -67.9% | -$1.94万 | 减仓 |
| BB | BLACKBERRY LTD COM | $9,146 | 0.00% | 723 | -678 | -48.4% | -$8,577 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $9,149 | 0.00% | 647 | -1,242 | -65.7% | -$1.76万 | 减仓 |
| TPB | TURNING PT BRANDS INC COM | $9,161 | 0.00% | 108 | -67 | -38.3% | -$5,683 | 减仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $9,186 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| IBEX | IBEX LTD SHS NEW | $9,233 | 0.00% | 304 | -50 | -14.1% | -$1,519 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $9,258 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC COM | $9,266 | 0.00% | 1,224 | -1,323 | -51.9% | -$1.00万 | 减仓 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $9,279 | 0.00% | 189 | 3 | 1.6% | $147 | 加仓 |
| — | OPEN LENDING CORP COM | $9,304 | 0.00% | 2,992 | -555 | -15.6% | -$1,726 | 减仓 |
| USPH | U S PHYSICAL THERAPY COM | $9,340 | 0.00% | 136 | -101 | -42.6% | -$6,936 | 减仓 |
| — | JELD-WEN HLDG INC COM | $9,411 | 0.00% | 6,273 | 3,332 | 113.3% | $4,999 | 加仓 |
| DORM | DORMAN PRODS INC COM | $9,414 | 0.00% | 69 | -148 | -68.2% | -$2.02万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC COM | $9,428 | 0.00% | 1,944 | 245 | 14.4% | $1,188 | 加仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $9,444 | 0.00% | 80 | 80 | — | $9,444 | 新建仓 |
| KBR | KBR INC COM | $9,461 | 0.00% | 274 | 112 | 69.1% | $3,867 | 加仓 |
| LADR | LADDER CAP CORP CL A | $9,532 | 0.00% | 958 | -282 | -22.7% | -$2,806 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $9,537 | 0.00% | 1,242 | -4,171 | -77.1% | -$3.20万 | 减仓 |
| MEOH | METHANEX CORP COM | $9,554 | 0.00% | 207 | -118 | -36.3% | -$5,446 | 减仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC CL A | $9,652 | 0.00% | 6,656 | 3,448 | 107.5% | $5,000 | 加仓 |
| PLUG | PLUG PWR INC COM NEW | $9,658 | 0.00% | 3,564 | -1,749 | -32.9% | -$4,740 | 减仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $9,670 | 0.00% | 177 | -2,300 | -92.9% | -$12.57万 | 减仓 |
| DNUT | KRISPY KREME INC COM | $9,676 | 0.00% | 2,741 | 532 | 24.1% | $1,878 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $9,702 | 0.00% | 979 | 505 | 106.5% | $5,005 | 加仓 |
| RC | READY CAPITAL CORP COM | $9,706 | 0.00% | 5,546 | 3,507 | 172.0% | $6,138 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $9,723 | 0.00% | 545 | 265 | 94.6% | $4,728 | 加仓 |
| RWT | REDWOOD TRUST INC COM | $9,736 | 0.00% | 2,054 | 927 | 82.3% | $4,394 | 加仓 |
| WS | WORTHINGTON STL INC COM SHS | $9,772 | 0.00% | 291 | -285 | -49.5% | -$9,571 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $9,775 | 0.00% | 233 | 115 | 97.5% | $4,825 | 加仓 |
| PATK | PATRICK INDS INC COM | $9,787 | 0.00% | 109 | -396 | -78.4% | -$3.56万 | 减仓 |
| ARTNA | ARTESIAN RES CORP CL A | $9,789 | 0.00% | 288 | -15 | -5.0% | -$510 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $9,795 | 0.00% | 724 | -2,632 | -78.4% | -$3.56万 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $9,808 | 0.00% | 188 | -309 | -62.2% | -$1.61万 | 减仓 |
| CALY | CALLAWAY GOLF CO COM | $9,808 | 0.00% | 522 | -1,074 | -67.3% | -$2.02万 | 减仓 |
| HAFN | HAFNIA LTD SHS | $9,834 | 0.00% | 1,481 | 1,481 | — | $9,834 | 新建仓 |
| EQX | EQUINOX GOLD CORP COM | $9,836 | 0.00% | 1,012 | -985 | -49.3% | -$9,574 | 减仓 |
| IBTA | IBOTTA INC CLASS A COM SHS | $9,838 | 0.00% | 288 | 46 | 19.0% | $1,571 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $9,845 | 0.00% | 137 | -70 | -33.8% | -$5,030 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $9,940 | 0.00% | 1,004 | -922 | -47.9% | -$9,128 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $9,952 | 0.00% | 1,060 | -347 | -24.7% | -$3,258 | 减仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $9,954 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| BOC | BOSTON OMAHA CORP CL A COM STK | $9,957 | 0.00% | 730 | 112 | 18.1% | $1,528 | 加仓 |
| INR | INFINITY NAT RES INC COM CL A | $9,969 | 0.00% | 785 | 283 | 56.4% | $3,594 | 加仓 |
| INV | INNVENTURE INC COM | $9,977 | 0.00% | 1,968 | -171 | -8.0% | -$867 | 减仓 |
| SRTA | STRATA CRITICAL MEDICAL INC CL A COM | $9,991 | 0.00% | 1,896 | 1,823 | 2,497.3% | $9,606 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC COM | $9,996 | 0.00% | 923 | 625 | 209.7% | $6,769 | 加仓 |
| TWI | TITAN INTL INC ILL COM | $1.00万 | 0.00% | 1,299 | -831 | -39.0% | -$6,407 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $1.00万 | 0.00% | 30 | -20 | -40.0% | -$6,696 | 减仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $1.00万 | 0.00% | 126 | -176 | -58.3% | -$1.40万 | 减仓 |
| — | TOEWS AGILITY SHARES HEDGED RISK ETF | $1.01万 | 0.00% | 397 | 397 | — | $1.01万 | 新建仓 |