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 |
|---|---|---|---|---|---|---|---|---|
| AHRT | AH RLTY TR INC COM | $1.37万 | 0.00% | 2,491 | 700 | 39.1% | $3,850 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $1.37万 | 0.00% | 340 | -2,091 | -86.0% | -$8.43万 | 减仓 |
| ZUMZ | ZUMIEZ INC COM | $1.37万 | 0.00% | 619 | 88 | 16.6% | $1,950 | 加仓 |
| MNTN | MNTN INC CL A | $1.37万 | 0.00% | 1,559 | 1,559 | — | $1.37万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC COM | $1.38万 | 0.00% | 852 | 119 | 16.2% | $1,931 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $1.38万 | 0.00% | 1,544 | 387 | 33.4% | $3,467 | 加仓 |
| TNET | TRINET GROUP INC COM | $1.38万 | 0.00% | 380 | 145 | 61.7% | $5,282 | 加仓 |
| AVO | MISSION PRODUCE INC COM | $1.39万 | 0.00% | 1,012 | -14 | -1.4% | -$193 | 减仓 |
| OCFC | OCEANFIRST FINL CORP COM | $1.39万 | 0.00% | 772 | 59 | 8.3% | $1,064 | 加仓 |
| — | CLASS WORKSHOP GROUP LTD SPONSORED ADS | $1.40万 | 0.00% | 16,584 | 15,437 | 1,345.9% | $1.30万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1.40万 | 0.00% | 415 | -80 | -16.2% | -$2,697 | 减仓 |
| TV | GRUPO TELEVISA S A B SPON ADR REP ORD | $1.40万 | 0.00% | 4,810 | -32 | -0.7% | -$93 | 减仓 |
| WIX | WIX COM LTD SHS | $1.41万 | 0.00% | 156 | 32 | 25.8% | $2,882 | 加仓 |
| STC | STEWART INFORMATION SVCS CORP COM | $1.41万 | 0.00% | 229 | 2 | 0.9% | $123 | 加仓 |
| ALCO | ALICO INC COM | $1.41万 | 0.00% | 342 | 1 | 0.3% | $41 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC COM SHS | $1.41万 | 0.00% | 628 | -33 | -5.0% | -$742 | 减仓 |
| TRMD | TORM PLC SHS CL A | $1.41万 | 0.00% | 506 | 181 | 55.7% | $5,050 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.41万 | 0.00% | 27 | 22 | 440.0% | $1.15万 | 加仓 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $1.41万 | 0.00% | 85 | 75 | 750.0% | $1.25万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $1.42万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $1.42万 | 0.00% | 166 | 83 | 100.0% | $7,099 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1.42万 | 0.00% | 681 | -102 | -13.0% | -$2,130 | 减仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1.42万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC COM | $1.42万 | 0.00% | 332 | 89 | 36.6% | $3,816 | 加仓 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $1.43万 | 0.00% | 1,587 | 1,046 | 193.3% | $9,393 | 加仓 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $1.43万 | 0.00% | 431 | 21 | 5.1% | $695 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1.43万 | 0.00% | 932 | 141 | 17.8% | $2,157 | 加仓 |
| INTA | INTAPP INC COM | $1.43万 | 0.00% | 556 | 50 | 9.9% | $1,285 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $1.43万 | 0.00% | 604 | 489 | 425.2% | $1.16万 | 加仓 |
| FINV | FINVOLUTION GROUP SPONSORED ADS | $1.44万 | 0.00% | 2,996 | 1,919 | 178.2% | $9,192 | 加仓 |
| MEI | METHODE ELECTRS INC COM | $1.44万 | 0.00% | 2,601 | -450 | -14.7% | -$2,484 | 减仓 |
| BMRC | BANK OF MARIN BANCORP COM | $1.44万 | 0.00% | 561 | -45 | -7.4% | -$1,153 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.44万 | 0.00% | 254 | 152 | 149.0% | $8,629 | 加仓 |
| — | WEAVE COMMUNICATIONS INC COM | $1.44万 | 0.00% | 3,123 | 2,653 | 564.5% | $1.23万 | 加仓 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $1.45万 | 0.00% | 608 | -32 | -5.0% | -$762 | 减仓 |
| PRDO | PERDOCEO ED CORP COM | $1.45万 | 0.00% | 389 | -9 | -2.3% | -$335 | 减仓 |
| SATL | SATELLOGIC INC COM CL A | $1.45万 | 0.00% | 2,661 | 2,651 | 26,510.0% | $1.44万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC COM | $1.45万 | 0.00% | 633 | 34 | 5.7% | $778 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $1.45万 | 0.00% | 224 | -30 | -11.8% | -$1,941 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $1.45万 | 0.00% | 108 | -31 | -22.3% | -$4,165 | 减仓 |
| LKFN | LAKELAND FINL CORP COM | $1.45万 | 0.00% | 253 | -120 | -32.2% | -$6,886 | 减仓 |
| ORC | ORCHID IS CAP INC COM NEW | $1.45万 | 0.00% | 2,065 | 9 | 0.4% | $63 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $1.46万 | 0.00% | 453 | 446 | 6,371.4% | $1.43万 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $1.46万 | 0.00% | 310 | 284 | 1,092.3% | $1.33万 | 加仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $1.46万 | 0.00% | 3,537 | 2,362 | 201.0% | $9,730 | 加仓 |
| OEC | ORION S.A. COM | $1.46万 | 0.00% | 2,252 | 1,080 | 92.2% | $7,020 | 加仓 |
| — | COLUMBIA FINL INC COM | $1.47万 | 0.00% | 837 | 659 | 370.2% | $1.15万 | 加仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $1.47万 | 0.00% | 2,327 | -276 | -10.6% | -$1,739 | 减仓 |
| BLKB | BLACKBAUD INC COM | $1.47万 | 0.00% | 380 | -235 | -38.2% | -$9,073 | 减仓 |
| PBI | PITNEY BOWES INC COM | $1.47万 | 0.00% | 1,328 | -412 | -23.7% | -$4,552 | 减仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.47万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES SH BEN INT | $1.47万 | 0.00% | 7,313 | 5,285 | 260.6% | $1.06万 | 加仓 |
| TWI | TITAN INTL INC ILL COM | $1.47万 | 0.00% | 2,130 | 117 | 5.8% | $808 | 加仓 |
| MLKN | MILLERKNOLL INC COM | $1.47万 | 0.00% | 1,018 | 293 | 40.4% | $4,236 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC COM | $1.47万 | 0.00% | 1,302 | 0 | 0.0% | — | 不变 |
| ADAM | ADAMAS TRUST INC. COM | $1.47万 | 0.00% | 2,001 | -100 | -4.8% | -$736 | 减仓 |
| GTN | GRAY MEDIA INC COM | $1.48万 | 0.00% | 3,405 | 173 | 5.4% | $751 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC COM | $1.48万 | 0.00% | 698 | 8 | 1.2% | $169 | 加仓 |
| — | PGIM S&P 500 BUFFER 12 ETF - FEBRUARY | $1.48万 | 0.00% | 473 | -25 | -5.0% | -$782 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $1.48万 | 0.00% | 100 | -55 | -35.5% | -$8,165 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $1.49万 | 0.00% | 441 | 393 | 818.8% | $1.33万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $1.49万 | 0.00% | 272 | 4 | 1.5% | $219 | 加仓 |
| PLUS | EPLUS INC COM | $1.49万 | 0.00% | 198 | -56 | -22.0% | -$4,214 | 减仓 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $1.49万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES US TRANSPORTATION ETF | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC CL A | $1.50万 | 0.00% | 402 | -610 | -60.3% | -$2.27万 | 减仓 |
| MGRC | MCGRATH RENTCORP COM | $1.50万 | 0.00% | 136 | -5 | -3.5% | -$551 | 减仓 |
| CYRX | CRYOPORT INC COM PAR $0.001 | $1.51万 | 0.00% | 1,825 | 125 | 7.4% | $1,035 | 加仓 |
| SONO | SONOS INC COM | $1.51万 | 0.00% | 1,128 | -359 | -24.1% | -$4,810 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $1.51万 | 0.00% | 64 | 32 | 100.0% | $7,563 | 加仓 |
| — | NIU TECHNOLOGIES ADS | $1.51万 | 0.00% | 5,236 | 1,995 | 61.6% | $5,765 | 加仓 |
| LEN/B | LENNAR CORP CL B | $1.52万 | 0.00% | 180 | 2 | 1.1% | $169 | 加仓 |
| TPB | TURNING PT BRANDS INC COM | $1.52万 | 0.00% | 175 | -13 | -6.9% | -$1,128 | 减仓 |
| EGHT | 8X8 INC NEW COM | $1.52万 | 0.00% | 9,160 | 1,598 | 21.1% | $2,653 | 加仓 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $1.53万 | 0.00% | 2,422 | 1,112 | 84.9% | $7,007 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW | $1.53万 | 0.00% | 482 | 218 | 82.6% | $6,914 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC COM | $1.53万 | 0.00% | 746 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $1.53万 | 0.00% | 2,643 | 1,962 | 288.1% | $1.14万 | 加仓 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $1.53万 | 0.00% | 575 | 50 | 9.5% | $1,331 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $1.53万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC COM | $1.53万 | 0.00% | 1,829 | -676 | -27.0% | -$5,665 | 减仓 |
| CCBG | CAPITAL CITY BANK COM | $1.53万 | 0.00% | 353 | 7 | 2.0% | $304 | 加仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1.54万 | 0.00% | 353 | -148 | -29.5% | -$6,449 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD COM CL A | $1.54万 | 0.00% | 1,537 | 840 | 120.5% | $8,416 | 加仓 |
| BCAL | CALIFORNIA BANCORP COM | $1.54万 | 0.00% | 870 | 47 | 5.7% | $833 | 加仓 |
| RNST | RENASANT CORP COM | $1.54万 | 0.00% | 427 | -57 | -11.8% | -$2,059 | 减仓 |
| AEHR | AEHR TEST SYS COM | $1.55万 | 0.00% | 417 | 107 | 34.5% | $3,968 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $1.55万 | 0.00% | 1,044 | 269 | 34.7% | $4,006 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $1.55万 | 0.00% | 6,371 | 2,652 | 71.3% | $6,471 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $1.56万 | 0.00% | 661 | -600 | -47.6% | -$1.41万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC COM | $1.56万 | 0.00% | 1,099 | -181 | -14.1% | -$2,572 | 减仓 |
| ATHM | AUTOHOME INC SP ADS RP CL A | $1.56万 | 0.00% | 901 | 621 | 221.8% | $1.08万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $1.57万 | 0.00% | 234 | 85 | 57.0% | $5,696 | 加仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $1.57万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC COM | $1.57万 | 0.00% | 205 | -49 | -19.3% | -$3,752 | 减仓 |
| BNTX | BIONTECH SE SPONSORED ADS | $1.57万 | 0.00% | 177 | 142 | 405.7% | $1.26万 | 加仓 |
| CNK | CINEMARK HLDGS INC COM | $1.58万 | 0.00% | 554 | 4 | 0.7% | $114 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.59万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NBTX | NANOBIOTIX SPONSORED ADS | $1.59万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $1.59万 | 0.00% | 1,945 | 1,235 | 173.9% | $1.01万 | 加仓 |