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 |
|---|---|---|---|---|---|---|---|---|
| CUBI | CUSTOMERS BANCORP INC COM | $1.13万 | 0.00% | 163 | 62 | 61.4% | $4,303 | 加仓 |
| — | FIDELITY D & D BANCORP INC COM | $1.14万 | 0.00% | 263 | 5 | 1.9% | $216 | 加仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $1.14万 | 0.00% | 302 | 5 | 1.7% | $189 | 加仓 |
| EBF | ENNIS INC COM | $1.15万 | 0.00% | 536 | 23 | 4.5% | $493 | 加仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $1.15万 | 0.00% | 92 | -195 | -67.9% | -$2.43万 | 减仓 |
| BBNX | BETA BIONICS INC COM | $1.15万 | 0.00% | 1,151 | -1,352 | -54.0% | -$1.35万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1.15万 | 0.00% | 138 | -3 | -2.1% | -$251 | 减仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $1.15万 | 0.00% | 153 | 86 | 128.4% | $6,488 | 加仓 |
| CSR | CENTERSPACE COM | $1.15万 | 0.00% | 201 | -15 | -6.9% | -$862 | 减仓 |
| OKLO | OKLO INC COM CL A | $1.16万 | 0.00% | 233 | -361 | -60.8% | -$1.79万 | 减仓 |
| NEWT | NEWTEKONE INC COM NEW | $1.16万 | 0.00% | 1,057 | -6 | -0.6% | -$66 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $1.16万 | 0.00% | 916 | 22 | 2.5% | $279 | 加仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $1.16万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CEMENTOS PACASMAYO S A A SPONSORED ADR | $1.16万 | 0.00% | 1,163 | -858 | -42.5% | -$8,580 | 减仓 |
| UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MAX | MEDIAALPHA INC CL A | $1.17万 | 0.00% | 1,261 | -784 | -38.3% | -$7,291 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED ORD SHS | $1.17万 | 0.00% | 1,087 | -661 | -37.8% | -$7,138 | 减仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1.17万 | 0.00% | 36 | -5 | -12.2% | -$1,631 | 减仓 |
| RIOT | RIOT PLATFORMS INC COM | $1.18万 | 0.00% | 952 | 401 | 72.8% | $4,957 | 加仓 |
| PUMP | PROPETRO HLDG CORP COM | $1.18万 | 0.00% | 819 | 20 | 2.5% | $288 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $1.18万 | 0.00% | 422 | -330 | -43.9% | -$9,242 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.19万 | 0.00% | 1,407 | 148 | 11.8% | $1,250 | 加仓 |
| IMVT | IMMUNOVANT INC COM | $1.19万 | 0.00% | 479 | 192 | 66.9% | $4,769 | 加仓 |
| BGS | B & G FOODS INC COM | $1.19万 | 0.00% | 2,476 | -153 | -5.8% | -$736 | 减仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $1.19万 | 0.00% | 162 | 26 | 19.1% | $1,916 | 加仓 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.20万 | 0.00% | 579 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $1.20万 | 0.00% | 5,313 | 3,135 | 143.9% | $7,085 | 加仓 |
| APPN | APPIAN CORP CL A | $1.21万 | 0.00% | 500 | -643 | -56.3% | -$1.55万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1.21万 | 0.00% | 249 | 141 | 130.6% | $6,826 | 加仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $1.21万 | 0.00% | 3,061 | 1,889 | 161.2% | $7,444 | 加仓 |
| CNNE | CANNAE HLDGS INC COM | $1.21万 | 0.00% | 1,062 | 442 | 71.3% | $5,026 | 加仓 |
| URBN | URBAN OUTFITTERS INC COM | $1.21万 | 0.00% | 191 | -24 | -11.2% | -$1,520 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $1.21万 | 0.00% | 261 | 85 | 48.3% | $3,941 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $1.21万 | 0.00% | 311 | 181 | 139.2% | $7,045 | 加仓 |
| LADR | LADDER CAP CORP CL A | $1.21万 | 0.00% | 1,240 | -299 | -19.4% | -$2,921 | 减仓 |
| FSBW | FS BANCORP INC COM | $1.21万 | 0.00% | 314 | 1 | 0.3% | $39 | 加仓 |
| CRSR | CORSAIR GAMING INC COM | $1.22万 | 0.00% | 2,191 | 1,797 | 456.1% | $9,973 | 加仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $1.22万 | 0.00% | 1,046 | -138 | -11.7% | -$1,606 | 减仓 |
| EC | ECOPETROL S A SPONSORED ADS | $1.22万 | 0.00% | 814 | -920 | -53.1% | -$1.38万 | 减仓 |
| OBT | ORANGE CNTY BANCORP INC COM | $1.22万 | 0.00% | 382 | 8 | 2.1% | $256 | 加仓 |
| ROG | ROGERS CORP COM | $1.22万 | 0.00% | 114 | -15 | -11.6% | -$1,610 | 减仓 |
| BUYW | MAIN BUYWRITE ETF | $1.23万 | 0.00% | 870 | 425 | 95.5% | $5,984 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1.23万 | 0.00% | 333 | -174 | -34.3% | -$6,428 | 减仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $1.23万 | 0.00% | 861 | -678 | -44.1% | -$9,687 | 减仓 |
| OMDA | OMADA HEALTH INC COM | $1.23万 | 0.00% | 981 | 981 | — | $1.23万 | 新建仓 |
| MNRO | MONRO INC COM | $1.23万 | 0.00% | 769 | 191 | 33.0% | $3,063 | 加仓 |
| ACDC | PROFRAC HLDG CORP CLASS A COM | $1.23万 | 0.00% | 1,989 | 377 | 23.4% | $2,338 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $1.23万 | 0.00% | 305 | 28 | 10.1% | $1,133 | 加仓 |
| BSRR | SIERRA BANCORP COM | $1.23万 | 0.00% | 364 | 6 | 1.7% | $204 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $1.24万 | 0.00% | 1,082 | 277 | 34.4% | $3,166 | 加仓 |
| — | NAVIENT CORPORATION COM | $1.24万 | 0.00% | 1,513 | 219 | 16.9% | $1,791 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $1.24万 | 0.00% | 1,060 | -419 | -28.3% | -$4,915 | 减仓 |
| — | CALAVO GROWERS INC COM | $1.25万 | 0.00% | 483 | -95 | -16.4% | -$2,450 | 减仓 |
| TBBK | BANCORP INC DEL COM | $1.25万 | 0.00% | 232 | 21 | 10.0% | $1,128 | 加仓 |
| RPAY | REPAY HLDGS CORP COM CL A | $1.25万 | 0.00% | 4,807 | -2,653 | -35.6% | -$6,897 | 减仓 |
| RVLV | REVOLVE GROUP INC CL A | $1.25万 | 0.00% | 554 | -86 | -13.4% | -$1,944 | 减仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $1.27万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $1.27万 | 0.00% | 1,926 | -294 | -13.2% | -$1,935 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $1.27万 | 0.00% | 62 | -68 | -52.3% | -$1.39万 | 减仓 |
| OUST | OUSTER INC COM NEW | $1.28万 | 0.00% | 696 | 75 | 12.1% | $1,378 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $1.28万 | 0.00% | 693 | 124 | 21.8% | $2,293 | 加仓 |
| AVTR | AVANTOR INC COM | $1.29万 | 0.00% | 1,639 | 705 | 75.5% | $5,528 | 加仓 |
| OLN | OLIN CORP COM PAR $1 | $1.29万 | 0.00% | 433 | 2 | 0.5% | $59 | 加仓 |
| CBAN | COLONY BANKCORP INC COM | $1.29万 | 0.00% | 645 | -17 | -2.6% | -$339 | 减仓 |
| SCSC | SCANSOURCE INC COM | $1.29万 | 0.00% | 355 | -78 | -18.0% | -$2,832 | 减仓 |
| — | AUBURN NATL BANCORP COM | $1.29万 | 0.00% | 540 | 270 | 100.0% | $6,444 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $1.29万 | 0.00% | 207 | -74 | -26.3% | -$4,609 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.29万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $1.29万 | 0.00% | 1,086 | 508 | 87.9% | $6,045 | 加仓 |
| VC | VISTEON CORP COM NEW | $1.29万 | 0.00% | 142 | 26 | 22.4% | $2,369 | 加仓 |
| HUT | HUT 8 CORP COM | $1.29万 | 0.00% | 276 | 60 | 27.8% | $2,815 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $1.29万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC COM | $1.30万 | 0.00% | 246 | -25 | -9.2% | -$1,316 | 减仓 |
| PVH | PVH CORPORATION COM | $1.30万 | 0.00% | 186 | -23 | -11.0% | -$1,604 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $1.30万 | 0.00% | 2,939 | 800 | 37.4% | $3,536 | 加仓 |
| SG | SWEETGREEN INC COM CL A | $1.30万 | 0.00% | 2,510 | 2,352 | 1,488.6% | $1.22万 | 加仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $1.31万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $1.31万 | 0.00% | 1,141 | 575 | 101.6% | $6,622 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $1.32万 | 0.00% | 387 | 2 | 0.5% | $68 | 加仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $1.32万 | 0.00% | 101 | -25 | -19.8% | -$3,265 | 减仓 |
| DGICA | DONEGAL GROUP INC CL A | $1.32万 | 0.00% | 768 | -410 | -34.8% | -$7,044 | 减仓 |
| LKFT | GALAPAGOS NV SPON ADR | $1.32万 | 0.00% | 441 | 409 | 1,278.1% | $1.23万 | 加仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1.32万 | 0.00% | 1,753 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $1.32万 | 0.00% | 362 | -130 | -26.4% | -$4,757 | 减仓 |
| HBT | HBT FINL INC. COM | $1.33万 | 0.00% | 497 | -4 | -0.8% | -$107 | 减仓 |
| — | INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER | $1.33万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC CL A | $1.34万 | 0.00% | 351 | 48 | 15.8% | $1,829 | 加仓 |
| CXM | SPRINKLR INC CL A | $1.34万 | 0.00% | 2,231 | 1,615 | 262.2% | $9,690 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD COM | $1.34万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC COM | $1.34万 | 0.00% | 2,780 | 2,272 | 447.2% | $1.10万 | 加仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $1.35万 | 0.00% | 74 | -1,670 | -95.8% | -$30.36万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $1.35万 | 0.00% | 9,620 | 2,896 | 43.1% | $4,054 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 | $1.35万 | 0.00% | 1,861 | 927 | 99.3% | $6,711 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $1.35万 | 0.00% | 976 | -1,383 | -58.6% | -$1.92万 | 减仓 |
| MYRG | MYR GROUP INC COM | $1.36万 | 0.00% | 48 | 1 | 2.1% | $282 | 加仓 |
| ATNI | ATN INTL INC COM | $1.36万 | 0.00% | 498 | 16 | 3.3% | $436 | 加仓 |
| HNI | HNI CORP COM | $1.36万 | 0.00% | 406 | -130 | -24.3% | -$4,341 | 减仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $1.36万 | 0.00% | 2,610 | 2,610 | — | $1.36万 | 新建仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $1.37万 | 0.00% | 637 | 265 | 71.2% | $5,681 | 加仓 |
| SEZL | SEZZLE INC COM | $1.37万 | 0.00% | 216 | 179 | 483.8% | $1.13万 | 加仓 |