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 |
|---|---|---|---|---|---|---|---|---|
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $1.01万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC COM | $1.01万 | 0.00% | 703 | -209 | -22.9% | -$3,003 | 减仓 |
| ONDS | ONDAS INC COM NEW | $1.01万 | 0.00% | 1,227 | -1,893 | -60.7% | -$1.56万 | 减仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $1.01万 | 0.00% | 109 | 109 | — | $1.01万 | 新建仓 |
| ZD | ZIFF DAVIS INC COM | $1.02万 | 0.00% | 194 | -248 | -56.1% | -$1.30万 | 减仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $1.02万 | 0.00% | 556 | 66 | 13.5% | $1,207 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $1.02万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| MAX | MEDIAALPHA INC CL A | $1.02万 | 0.00% | 810 | -451 | -35.8% | -$5,669 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC COM | $1.02万 | 0.00% | 536 | -1,995 | -78.8% | -$3.79万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC COM | $1.02万 | 0.00% | 3,341 | 1,635 | 95.8% | $4,987 | 加仓 |
| ITRI | ITRON INC COM | $1.02万 | 0.00% | 118 | 39 | 49.4% | $3,375 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1.03万 | 0.00% | 105 | -105 | -50.0% | -$1.03万 | 减仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $1.04万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1.04万 | 0.00% | 1,162 | -2,461 | -67.9% | -$2.20万 | 减仓 |
| IMVT | IMMUNOVANT INC COM | $1.04万 | 0.00% | 269 | -210 | -43.8% | -$8,092 | 减仓 |
| LQDT | LIQUIDITY SVCS INC COM | $1.04万 | 0.00% | 265 | 121 | 84.0% | $4,733 | 加仓 |
| TRST | TRUSTCO BK CORP N Y COM NEW | $1.04万 | 0.00% | 189 | -633 | -77.0% | -$3.48万 | 减仓 |
| FRMI | FERMI INC COM | $1.04万 | 0.00% | 1,133 | 427 | 60.5% | $3,911 | 加仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $1.04万 | 0.00% | 208 | -211 | -50.4% | -$1.05万 | 减仓 |
| GPRK | GEOPARK LTD USD SHS | $1.04万 | 0.00% | 1,143 | -555 | -32.7% | -$5,050 | 减仓 |
| CMP | COMPASS MINERALS INTL INC COM | $1.04万 | 0.00% | 335 | -896 | -72.8% | -$2.79万 | 减仓 |
| VREX | VAREX IMAGING CORP COM | $1.04万 | 0.00% | 1,000 | 195 | 24.2% | $2,034 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $1.04万 | 0.00% | 179 | 104 | 138.7% | $6,060 | 加仓 |
| RDVT | RED VIOLET INC COM | $1.04万 | 0.00% | 164 | 13 | 8.6% | $828 | 加仓 |
| TALO | TALOS ENERGY INC COM | $1.05万 | 0.00% | 817 | -5,017 | -86.0% | -$6.48万 | 减仓 |
| VTEX | VTEX SHS CL A | $1.06万 | 0.00% | 2,640 | 570 | 27.5% | $2,280 | 加仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $1.06万 | 0.00% | 366 | 119 | 48.2% | $3,434 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $1.06万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.06万 | 0.00% | 468 | -180 | -27.8% | -$4,075 | 减仓 |
| LMND | LEMONADE INC COM | $1.06万 | 0.00% | 163 | 3 | 1.9% | $195 | 加仓 |
| WT | WISDOMTREE INC COM | $1.07万 | 0.00% | 629 | -764 | -54.8% | -$1.29万 | 减仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $1.07万 | 0.00% | 779 | -368 | -32.1% | -$5,042 | 减仓 |
| — | INVESCO GLOBAL CLEAN ENERGY ETF | $1.07万 | 0.00% | 545 | 545 | — | $1.07万 | 新建仓 |
| WPP | WPP PLC NEW ADR | $1.07万 | 0.00% | 690 | 183 | 36.1% | $2,836 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $1.07万 | 0.00% | 1,050 | -494 | -32.0% | -$5,034 | 减仓 |
| TREE | LENDINGTREE INC COM | $1.07万 | 0.00% | 242 | -90 | -27.1% | -$3,986 | 减仓 |
| CATY | CATHAY GEN BANCORP COM | $1.07万 | 0.00% | 173 | -388 | -69.2% | -$2.41万 | 减仓 |
| VIDI | VIDENT INTERNATIONAL EQUITY STRATEGY ETF | $1.08万 | 0.00% | 276 | 260 | 1,625.0% | $1.01万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $1.08万 | 0.00% | 149 | -201 | -57.4% | -$1.45万 | 减仓 |
| HNST | HONEST CO INC COM | $1.08万 | 0.00% | 2,950 | 348 | 13.4% | $1,274 | 加仓 |
| DJCO | DAILY JOURNAL CORP COM | $1.08万 | 0.00% | 18 | 3 | 20.0% | $1,804 | 加仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC COM | $1.09万 | 0.00% | 1,373 | -247 | -15.2% | -$1,956 | 减仓 |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | $1.09万 | 0.00% | 2,072 | -3,732 | -64.3% | -$1.96万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $1.09万 | 0.00% | 992 | -68 | -6.4% | -$748 | 减仓 |
| ATRC | ATRICURE INC COM | $1.09万 | 0.00% | 390 | 204 | 109.7% | $5,708 | 加仓 |
| CNK | CINEMARK HLDGS INC COM | $1.09万 | 0.00% | 344 | -210 | -37.9% | -$6,663 | 减仓 |
| — | INOGEN INC COM | $1.09万 | 0.00% | 1,693 | 684 | 67.8% | $4,412 | 加仓 |
| MBIN | MERCHANTS BANCORP IND COM | $1.09万 | 0.00% | 219 | -391 | -64.1% | -$1.96万 | 减仓 |
| — | VANECK ISRAEL ETF | $1.10万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| — | ROADZEN INC ORD SHS | $1.10万 | 0.00% | 7,510 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC COM | $1.10万 | 0.00% | 132 | -66 | -33.3% | -$5,493 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $1.10万 | 0.00% | 111 | -2,345 | -95.5% | -$23.24万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1.10万 | 0.00% | 1,319 | -586 | -30.8% | -$4,893 | 减仓 |
| — | TELIX PHARMACEUTICAL LTD SPONSORED ADS | $1.10万 | 0.00% | 956 | -876 | -47.8% | -$1.01万 | 减仓 |
| PLGO | PELAGOS INS CAP LTD COM | $1.10万 | 0.00% | 453 | 111 | 32.5% | $2,703 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $1.10万 | 0.00% | 189 | -130 | -40.8% | -$7,597 | 减仓 |
| UE | URBAN EDGE PPTYS COM | $1.11万 | 0.00% | 483 | -580 | -54.6% | -$1.33万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC COM CL A | $1.11万 | 0.00% | 458 | -482 | -51.3% | -$1.16万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.11万 | 0.00% | 469 | -1,049 | -69.1% | -$2.48万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC COM | $1.11万 | 0.00% | 234 | 27 | 13.0% | $1,281 | 加仓 |
| KROS | KEROS THERAPEUTICS INC COM | $1.11万 | 0.00% | 1,039 | 803 | 340.3% | $8,593 | 加仓 |
| — | VIRTUS CONVERTIBLE & INC FD II COM NEW | $1.11万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SPT | SPROUT SOCIAL INC COM CL A | $1.11万 | 0.00% | 1,476 | 1,068 | 261.8% | $8,063 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $1.12万 | 0.00% | 123 | 5 | 4.2% | $454 | 加仓 |
| TRIP | TRIPADVISOR INC COM | $1.12万 | 0.00% | 815 | 109 | 15.4% | $1,494 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $1.12万 | 0.00% | 744 | 318 | 74.6% | $4,779 | 加仓 |
| UPST | UPSTART HLDGS INC COM | $1.12万 | 0.00% | 316 | 212 | 203.8% | $7,511 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $1.12万 | 0.00% | 5,391 | -980 | -15.4% | -$2,038 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $1.12万 | 0.00% | 166 | 74 | 80.4% | $5,005 | 加仓 |
| CRAI | CRA INTL INC COM | $1.12万 | 0.00% | 79 | 10 | 14.5% | $1,423 | 加仓 |
| — | PGIM S&P 500 BUFFER 12 ETF - FEBRUARY | $1.13万 | 0.00% | 332 | -141 | -29.8% | -$4,795 | 减仓 |
| — | INVESCO PA VALUE MUN INC TR COM | $1.13万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $1.14万 | 0.00% | 2,675 | 1,814 | 210.7% | $7,710 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $1.14万 | 0.00% | 301 | -142 | -32.1% | -$5,368 | 减仓 |
| OBK | ORIGIN BANCORP INC COM | $1.14万 | 0.00% | 223 | -325 | -59.3% | -$1.66万 | 减仓 |
| LTC | LTC PPTYS INC COM | $1.15万 | 0.00% | 298 | 24 | 8.8% | $923 | 加仓 |
| AI | C3 AI INC CL A | $1.15万 | 0.00% | 1,261 | 66 | 5.5% | $600 | 加仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $1.15万 | 0.00% | 279 | 279 | — | $1.15万 | 新建仓 |
| APOG | APOGEE ENTERPRISES INC COM | $1.15万 | 0.00% | 252 | -53 | -17.4% | -$2,425 | 减仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $1.15万 | 0.00% | 390 | 3 | 0.8% | $89 | 加仓 |
| CVI | CVR ENERGY INC COM | $1.15万 | 0.00% | 419 | -683 | -62.0% | -$1.88万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC COM | $1.15万 | 0.00% | 240 | 10 | 4.3% | $481 | 加仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $1.16万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| KLC | KINDERCARE LEARNING COMPANIES COM | $1.16万 | 0.00% | 2,729 | 1,998 | 273.3% | $8,491 | 加仓 |
| GHM | GRAHAM CORP COM | $1.16万 | 0.00% | 94 | 35 | 59.3% | $4,333 | 加仓 |
| SHOO | MADDEN STEVEN LTD COM | $1.17万 | 0.00% | 277 | -460 | -62.4% | -$1.94万 | 减仓 |
| — | NICHOLAS CRYPTO INCOME ETF | $1.17万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $1.17万 | 0.00% | 440 | -1,032 | -70.1% | -$2.74万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $1.17万 | 0.00% | 387 | 106 | 37.7% | $3,205 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $1.17万 | 0.00% | 310 | -131 | -29.7% | -$4,946 | 减仓 |
| LGIH | LGI HOMES INC COM | $1.17万 | 0.00% | 184 | -18 | -8.9% | -$1,146 | 减仓 |
| PSEC | PROSPECT CAP CORP COM | $1.17万 | 0.00% | 5,074 | 2,059 | 68.3% | $4,756 | 加仓 |
| OPRA | OPERA LTD SPONSORED ADS | $1.17万 | 0.00% | 592 | 402 | 211.6% | $7,971 | 加仓 |
| IDT | IDT CORP CL B NEW | $1.17万 | 0.00% | 202 | 137 | 210.8% | $7,968 | 加仓 |
| NN | NEXTNAV INC COMMON STOCK | $1.18万 | 0.00% | 660 | -865 | -56.7% | -$1.54万 | 减仓 |
| CARE | CARTER BANKSHARES INC COM NEW | $1.18万 | 0.00% | 346 | -136 | -28.2% | -$4,625 | 减仓 |
| KOS | KOSMOS ENERGY LTD COM | $1.18万 | 0.00% | 5,588 | 1,608 | 40.4% | $3,393 | 加仓 |
| SXC | SUNCOKE ENERGY INC COM | $1.18万 | 0.00% | 1,465 | 218 | 17.5% | $1,755 | 加仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $1.18万 | 0.00% | 483 | -2,000 | -80.5% | -$4.89万 | 减仓 |