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 |
|---|---|---|---|---|---|---|---|---|
| — | INTCHAINS GROUP LTD ADS REPSTG CL A | $0 | 0.00% | 0 | -226 | -100.0% | -$405 | 清仓 |
| — | IHUMAN INC ADS COMMON | $0 | 0.00% | 0 | -191 | -100.0% | -$401 | 清仓 |
| REI | RING ENERGY INC COM | $0 | 0.00% | 0 | -444 | -100.0% | -$386 | 清仓 |
| — | VENTYX BIOSCIENCES INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$361 | 清仓 |
| — | VANECK INDIA GROWTH LEADERS ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$338 | 清仓 |
| — | FORMULA SYSTEMS 1985 LTD SPONSORED ADS | $0 | 0.00% | 0 | -2 | -100.0% | -$335 | 清仓 |
| — | GAOTU TECHEDU INC SPONSORED ADS | $0 | 0.00% | 0 | -140 | -100.0% | -$325 | 清仓 |
| AUTL | AUTOLUS THERAPEUTICS PLC SPON ADS | $0 | 0.00% | 0 | -163 | -100.0% | -$324 | 清仓 |
| — | MERSANA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$318 | 清仓 |
| EPP | ISHARES MSCI PACIFIC EX-JAPAN ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$303 | 清仓 |
| DDL | DINGDONG CAYMAN LTD ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TRAEGER INC COMMON STOCK | $0 | 0.00% | 0 | -247 | -100.0% | -$267 | 清仓 |
| — | GOPRO INC CL A | $0 | 0.00% | 0 | -163 | -100.0% | -$230 | 清仓 |
| — | AMBOW ED HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -70 | -100.0% | -$193 | 清仓 |
| — | ASPEN INSURANCE HOLDINGS LTD ORD SHS CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$186 | 清仓 |
| — | PLANET IMAGE INTL LTD USD CL A ORD SHS | $0 | 0.00% | 0 | -177 | -100.0% | -$168 | 清仓 |
| SUPV | GRUPO SUPERVIELLE S.A. SPONSORED ADR | $0 | 0.00% | 0 | -14 | -100.0% | -$165 | 清仓 |
| — | ORION ENERGY SYS INC COM NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$154 | 清仓 |
| — | BARK INC COM | $0 | 0.00% | 0 | -239 | -100.0% | -$144 | 清仓 |
| BWAY | BRAINSWAY LTD SPONSORED ADS | $0 | 0.00% | 0 | -14 | -100.0% | -$133 | 清仓 |
| — | ZSPACE INC COM | $0 | 0.00% | 0 | -263 | -100.0% | -$123 | 清仓 |
| — | EASON TECHNOLOGY LIMITED SPONSORED ADR | $0 | 0.00% | 0 | -80 | -100.0% | -$122 | 清仓 |
| — | KUKE MUSIC HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -5,831 | -100.0% | -$117 | 清仓 |
| — | STREAMEX CORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$109 | 清仓 |
| EWC | ISHARES MSCI CANADA ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$108 | 清仓 |
| — | MOLECULAR PARTNERS AG ADS | $0 | 0.00% | 0 | -24 | -100.0% | -$105 | 清仓 |
| — | GCT SEMICONDUCTOR HLDG INC COMMON STOCK | $0 | 0.00% | 0 | -65 | -100.0% | -$78 | 清仓 |
| — | XIAO-I CORP SPONSORED ADS | $0 | 0.00% | 0 | -190 | -100.0% | -$78 | 清仓 |
| — | CHEGG INC COM | $0 | 0.00% | 0 | -82 | -100.0% | -$76 | 清仓 |
| — | CIA ENERGETICA DE MINAS GERAIS SPONSORED ADR | $0 | 0.00% | 0 | -29 | -100.0% | -$75 | 清仓 |
| — | TRIVAGO N V SPON ADS A SHS N | $0 | 0.00% | 0 | -26 | -100.0% | -$75 | 清仓 |
| — | IMMUTEP LTD SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CARLSMED INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIR T INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$56 | 清仓 |
| — | EVOTEC AG SPONSORED ADS | $0 | 0.00% | 0 | -17 | -100.0% | -$52 | 清仓 |
| — | FIRST TRUST LATIN AMERICA ALPHADEX FUND | $0 | 0.00% | 0 | -2 | -100.0% | -$45 | 清仓 |
| BCYC | BICYCLE THERAPEUTICS PLC SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | REDHILL BIOPHARMA LTD SPONSORED ADR | $0 | 0.00% | 0 | -38 | -100.0% | -$39 | 清仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | UXIN LTD SPONSORED ADS | $0 | 0.00% | 0 | -11 | -100.0% | -$37 | 清仓 |
| — | PURPLE BIOTECH LTD SPONSORED ADR | $0 | 0.00% | 0 | -56 | -100.0% | -$37 | 清仓 |
| — | 1STDIBS COM INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$36 | 清仓 |
| — | WIDEOPENWEST INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$31 | 清仓 |
| — | MYND AI INC SPON ADS | $0 | 0.00% | 0 | -70 | -100.0% | -$31 | 清仓 |
| — | URGENTLY INC COM NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$29 | 清仓 |
| — | DOUBLEDOWN INTERACTIVE CO LTD ADS | $0 | 0.00% | 0 | -3 | -100.0% | -$26 | 清仓 |
| — | CHEETAH MOBILE INC SPONSORED ADS | $0 | 0.00% | 0 | -4 | -100.0% | -$24 | 清仓 |
| — | ACTINIUM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$22 | 清仓 |
| — | CADELER A S SPON ADR | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |
| — | PRESIDIO PPTY TR INC COM CL A NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$17 | 清仓 |
| — | MOGU INC SPON ADS | $0 | 0.00% | 0 | -7 | -100.0% | -$15 | 清仓 |
| — | BANCO BRADESCO S A SPONSORED ADR | $0 | 0.00% | 0 | -5 | -100.0% | -$14 | 清仓 |
| — | CAN FITE BIOFARMA LTD SPONSORED ADR | $0 | 0.00% | 0 | -68 | -100.0% | -$14 | 清仓 |
| CRESY | CRESUD S A C I F Y A SPONSORED ADR | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| — | CANAAN INC SPONSORED ADS | $0 | 0.00% | 0 | -17 | -100.0% | -$12 | 清仓 |
| — | JIAYIN GROUP INC SPONSORED ADS | $0 | 0.00% | 0 | -1 | -100.0% | -$6 | 清仓 |
| — | GALECTIN THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | UNITED HOMES GROUP INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$3 | 清仓 |
| — | ZOMEDICA CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | HEALTHY CHOICE WELLNESS CORP CL A | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | USD PARTNERS LP COM UT REP LTD | $0 | 0.00% | 0 | -39 | -100.0% | — | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $1 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INTELLIGENT LIVING APPLICATION ORD SHS | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | THERAPEUTICSMD INC COM NEW | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VENU HLDG CORP COM | $3 | 0.00% | 1 | -3,000 | -100.0% | -$9,000 | 减仓 |
| — | WORKHORSE GROUP INC COM NEW | $3 | 0.00% | 1 | -1 | -50.0% | -$3 | 减仓 |
| RILY | BRC GROUP HOLDINGS INC COM | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SOLESENCE INC COM | $5 | 0.00% | 5 | 5 | — | $5 | 新建仓 |
| — | HF FOODS GROUP INC COM | $7 | 0.00% | 4 | -3 | -42.9% | -$5 | 减仓 |
| — | CAPSOVISION INC COM | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| — | QUEST RESOURCE HLDG CORP COM NEW | $8 | 0.00% | 7 | -19 | -73.1% | -$22 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING COM | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | $11 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $12 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| — | GEN DIGITAL INC CVR | $13 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| JBIO | JADE BIOSCIENCES INC COM NEW | $14 | 0.00% | 1 | -88 | -98.9% | -$1,232 | 减仓 |
| — | MAUI LD & PINEAPPLE INC COM | $15 | 0.00% | 1 | -1 | -50.0% | -$15 | 减仓 |
| OPFI | OPPFI INC COM CL A | $15 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CITIZENS INC CL A | $15 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | PATRIOT NATL BANCORP INC COM NEW | $15 | 0.00% | 12 | 5 | 71.4% | $6 | 加仓 |
| — | THE ARENA GROUP HOLDINGS INC COM | $15 | 0.00% | 7 | 7 | — | $15 | 新建仓 |
| NVCT | NUVECTIS PHARMA INC COM | $16 | 0.00% | 2 | -74 | -97.4% | -$592 | 重新持有 |
| — | ACRES COMMERCIAL REALTY CORP COM NEW | $19 | 0.00% | 1 | -3 | -75.0% | -$57 | 减仓 |
| — | RCM TECHNOLOGIES INC COM NEW | $19 | 0.00% | 1 | -12 | -92.3% | -$228 | 重新持有 |
| RSVR | RESERVOIR MEDIA INC COM | $20 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC COM | $20 | 0.00% | 5 | 5 | — | $20 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP I COM | $21 | 0.00% | 2 | -142 | -98.6% | -$1,491 | 减仓 |
| — | GYRE THERAPEUTICS INC COM | $21 | 0.00% | 3 | 3 | — | $21 | 新建仓 |
| — | CHECK CAP LTD SHS | $24 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | PROTALIX BIOTHERAPEUTICS INC COM | $24 | 0.00% | 11 | 11 | — | $24 | 新建仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $25 | 0.00% | 6 | -8 | -57.1% | -$33 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC COM SHS | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MEDALLION FINANCIAL CORP COM | $26 | 0.00% | 3 | 1 | 50.0% | $9 | 加仓 |
| CBK | COMMERCIAL BANCGROUP INC COM | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| — | XCF GLOBAL INC COM CL A | $27 | 0.00% | 77 | 64 | 492.3% | $22 | 加仓 |