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 |
|---|---|---|---|---|---|---|---|---|
| RPD | RAPID7 INC COM | $1.18万 | 0.00% | 1,460 | 835 | 133.6% | $6,764 | 加仓 |
| RES | RPC INC COM | $1.18万 | 0.00% | 2,030 | -707 | -25.8% | -$4,122 | 减仓 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $1.18万 | 0.00% | 310 | -1,437 | -82.3% | -$5.49万 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC COM | $1.18万 | 0.00% | 90 | -150 | -62.5% | -$1.97万 | 减仓 |
| TASK | TASKUS INC CLASS A COM | $1.19万 | 0.00% | 2,533 | 1,991 | 367.3% | $9,318 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $1.19万 | 0.00% | 1,436 | -457 | -24.1% | -$3,784 | 减仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $1.19万 | 0.00% | 691 | 475 | 219.9% | $8,199 | 加仓 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.19万 | 0.00% | 579 | 0 | 0.0% | — | 不变 |
| BMA | BANCO MACRO S A SPON ADR B | $1.19万 | 0.00% | 129 | -105 | -44.9% | -$9,722 | 减仓 |
| FINV | FINVOLUTION GROUP SPONSORED ADS | $1.20万 | 0.00% | 2,495 | -501 | -16.7% | -$2,400 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT COM CL A | $1.20万 | 0.00% | 148 | 53 | 55.8% | $4,287 | 加仓 |
| NVAX | NOVAVAX INC COM NEW | $1.20万 | 0.00% | 1,273 | 920 | 260.6% | $8,666 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.20万 | 0.00% | 237 | -85 | -26.4% | -$4,310 | 减仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1.20万 | 0.00% | 211 | -61 | -22.4% | -$3,477 | 减仓 |
| OXM | OXFORD INDS INC COM | $1.20万 | 0.00% | 345 | 280 | 430.8% | $9,764 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.20万 | 0.00% | 236 | -18 | -7.1% | -$918 | 减仓 |
| MATW | MATTHEWS INTL CORP CL A | $1.21万 | 0.00% | 448 | -278 | -38.3% | -$7,484 | 减仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC COM | $1.21万 | 0.00% | 153 | -10 | -6.1% | -$791 | 减仓 |
| CASS | CASS INFORMATION SYS INC COM | $1.21万 | 0.00% | 236 | -149 | -38.7% | -$7,646 | 减仓 |
| ARKO | ARKO CORP COM | $1.21万 | 0.00% | 1,509 | 486 | 47.5% | $3,902 | 加仓 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $1.21万 | 0.00% | 724 | 724 | — | $1.21万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP COM | $1.22万 | 0.00% | 443 | -39 | -8.1% | -$1,070 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $1.22万 | 0.00% | 2,574 | -1,631 | -38.8% | -$7,731 | 减仓 |
| H | HYATT HOTELS CORP COM CL A | $1.22万 | 0.00% | 63 | -86 | -57.7% | -$1.67万 | 减仓 |
| LAZ | LAZARD INC COM | $1.22万 | 0.00% | 292 | -114 | -28.1% | -$4,781 | 减仓 |
| ATEN | A10 NETWORKS INC COM | $1.23万 | 0.00% | 328 | 93 | 39.6% | $3,474 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1.23万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $1.23万 | 0.00% | 39 | 6 | 18.2% | $1,896 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP COM | $1.24万 | 0.00% | 261 | -55 | -17.4% | -$2,603 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP COM SHS CL A | $1.24万 | 0.00% | 317 | 317 | — | $1.24万 | 新建仓 |
| REX | REX AMERICAN RES CORP COM | $1.24万 | 0.00% | 274 | -226 | -45.2% | -$1.02万 | 减仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $1.24万 | 0.00% | 427 | 427 | — | $1.24万 | 新建仓 |
| TX | TERNIUM SA SPONSORED ADS | $1.24万 | 0.00% | 291 | -614 | -67.8% | -$2.62万 | 减仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $1.24万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ARDT | ARDENT HEALTH INC COM | $1.24万 | 0.00% | 1,265 | 654 | 107.0% | $6,436 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $1.24万 | 0.00% | 399 | -298 | -42.8% | -$9,298 | 减仓 |
| — | SERVICE PPTYS TR COM NEW | $1.25万 | 0.00% | 7,395 | 7,395 | — | $1.25万 | 新建仓 |
| UIS | UNISYS CORP COM NEW | $1.25万 | 0.00% | 3,415 | 1,514 | 79.6% | $5,541 | 加仓 |
| UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $1.25万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $1.25万 | 0.00% | 144 | -170 | -54.1% | -$1.48万 | 减仓 |
| YELP | YELP INC CL A | $1.26万 | 0.00% | 512 | -235 | -31.5% | -$5,762 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $1.26万 | 0.00% | 689 | 182 | 35.9% | $3,322 | 加仓 |
| ATHM | AUTOHOME INC SP ADS RP CL A | $1.26万 | 0.00% | 661 | -240 | -26.6% | -$4,567 | 减仓 |
| CTS | CTS CORP COM | $1.26万 | 0.00% | 193 | 87 | 82.1% | $5,671 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1.26万 | 0.00% | 843 | -1,916 | -69.4% | -$2.86万 | 减仓 |
| CBAN | COLONY BANKCORP INC COM | $1.26万 | 0.00% | 628 | -17 | -2.6% | -$342 | 减仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1.26万 | 0.00% | 1,753 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC COM | $1.27万 | 0.00% | 1,175 | 1,003 | 583.1% | $1.08万 | 加仓 |
| FBNC | FIRST BANCORP N C COM | $1.27万 | 0.00% | 198 | -458 | -69.8% | -$2.93万 | 减仓 |
| BANF | BANCFIRST CORP COM | $1.27万 | 0.00% | 114 | -55 | -32.5% | -$6,112 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC CL A SHS | $1.27万 | 0.00% | 2,027 | 1,269 | 167.4% | $7,931 | 重新持有 |
| CAC | CAMDEN NATL CORP COM | $1.27万 | 0.00% | 235 | -249 | -51.4% | -$1.35万 | 减仓 |
| ONB | OLD NATL BANCORP IND COM | $1.28万 | 0.00% | 493 | -1,613 | -76.6% | -$4.18万 | 减仓 |
| IIIN | INSTEEL INDS INC COM | $1.28万 | 0.00% | 423 | 143 | 51.1% | $4,319 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC COM | $1.28万 | 0.00% | 203 | 180 | 782.6% | $1.13万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $1.29万 | 0.00% | 710 | 108 | 17.9% | $1,957 | 加仓 |
| ADNT | ADIENT PLC ORD SHS | $1.29万 | 0.00% | 701 | -261 | -27.1% | -$4,797 | 减仓 |
| HOPE | HOPE BANCORP INC COM | $1.29万 | 0.00% | 946 | -3,606 | -79.2% | -$4.93万 | 减仓 |
| MSEX | MIDDLESEX WTR CO COM | $1.30万 | 0.00% | 231 | -166 | -41.8% | -$9,323 | 减仓 |
| NOG | NORTHERN OIL & GAS INC COM | $1.30万 | 0.00% | 715 | 428 | 149.1% | $7,766 | 加仓 |
| ANGO | ANGIODYNAMICS INC COM | $1.30万 | 0.00% | 1,000 | 869 | 663.4% | $1.13万 | 加仓 |
| CROX | CROCS INC COM | $1.30万 | 0.00% | 108 | -268 | -71.3% | -$3.23万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP COM | $1.30万 | 0.00% | 471 | -90 | -16.0% | -$2,493 | 减仓 |
| LEN/B | LENNAR CORP CL B | $1.31万 | 0.00% | 147 | -33 | -18.3% | -$2,932 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $1.31万 | 0.00% | 501 | -344 | -40.7% | -$8,971 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC COM | $1.31万 | 0.00% | 364 | 153 | 72.5% | $5,493 | 加仓 |
| WU | WESTERN UN CO COM | $1.31万 | 0.00% | 1,699 | -6,321 | -78.8% | -$4.87万 | 减仓 |
| SLGN | SILGAN HLDGS INC COM | $1.31万 | 0.00% | 282 | -381 | -57.5% | -$1.77万 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $1.31万 | 0.00% | 224 | 224 | — | $1.31万 | 新建仓 |
| VC | VISTEON CORP COM NEW | $1.31万 | 0.00% | 132 | -10 | -7.0% | -$992 | 减仓 |
| ORC | ORCHID IS CAP INC COM NEW | $1.31万 | 0.00% | 1,879 | -186 | -9.0% | -$1,296 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1.31万 | 0.00% | 80 | 3 | 3.9% | $493 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1.32万 | 0.00% | 1,741 | -1,026 | -37.1% | -$7,757 | 减仓 |
| BGC | BGC GROUP INC CL A | $1.32万 | 0.00% | 1,232 | -1,211 | -49.6% | -$1.29万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $1.32万 | 0.00% | 281 | -14 | -4.7% | -$658 | 减仓 |
| — | NUVALENT INC COM | $1.32万 | 0.00% | 107 | -226 | -67.9% | -$2.79万 | 减仓 |
| CURB | CURBLINE PPTYS CORP COM | $1.32万 | 0.00% | 435 | 67 | 18.2% | $2,037 | 加仓 |
| OI | O-I GLASS INC COM | $1.33万 | 0.00% | 1,378 | -9,660 | -87.5% | -$9.30万 | 减仓 |
| BLKB | BLACKBAUD INC COM | $1.33万 | 0.00% | 448 | 68 | 17.9% | $2,014 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $1.33万 | 0.00% | 159 | -102 | -39.1% | -$8,515 | 减仓 |
| TK | TEEKAY CORPORATION LTD SHS | $1.33万 | 0.00% | 1,328 | -404 | -23.3% | -$4,041 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC COMMON STOCK | $1.33万 | 0.00% | 2,864 | -839 | -22.7% | -$3,893 | 减仓 |
| CASH | PATHWARD FINANCIAL INC COM | $1.33万 | 0.00% | 153 | -149 | -49.3% | -$1.30万 | 减仓 |
| MOMO | HELLO GROUP INC ADS | $1.34万 | 0.00% | 2,303 | -2,136 | -48.1% | -$1.24万 | 减仓 |
| WERN | WERNER ENTERPRISES INC COM | $1.34万 | 0.00% | 307 | -547 | -64.1% | -$2.39万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1.34万 | 0.00% | 40 | 40 | — | $1.34万 | 新建仓 |
| SEB | SEABOARD CORP DEL COM | $1.34万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $1.34万 | 0.00% | 236 | 15 | 6.8% | $852 | 加仓 |
| TCBK | TRICO BANCSHARES COM | $1.34万 | 0.00% | 249 | -212 | -46.0% | -$1.14万 | 减仓 |
| — | DIANA SHIPPING INC COM | $1.34万 | 0.00% | 6,392 | -4,550 | -41.6% | -$9,555 | 减仓 |
| VET | VERMILION ENERGY INC COM | $1.34万 | 0.00% | 1,433 | -964 | -40.2% | -$9,033 | 减仓 |
| CGON | CG ONCOLOGY INC COM | $1.34万 | 0.00% | 189 | -98 | -34.1% | -$6,964 | 减仓 |
| RVLV | REVOLVE GROUP INC CL A | $1.35万 | 0.00% | 589 | 35 | 6.3% | $801 | 加仓 |
| KLAR | KLARNA GROUP PLC SHS | $1.35万 | 0.00% | 667 | 338 | 102.7% | $6,841 | 加仓 |
| DAC | DANAOS CORPORATION SHS | $1.36万 | 0.00% | 111 | -119 | -51.7% | -$1.46万 | 减仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $1.36万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP SPONSORED ADS | $1.36万 | 0.00% | 1,423 | -726 | -33.8% | -$6,948 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $1.36万 | 0.00% | 983 | 43 | 4.6% | $596 | 加仓 |
| CXT | CRANE NXT CO COM | $1.37万 | 0.00% | 267 | 52 | 24.2% | $2,660 | 加仓 |