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 |
|---|---|---|---|---|---|---|---|---|
| BBAR | BANCO BBVA ARGENTINA S A SPONSORED ADS | $0 | 0.00% | 0 | -448 | -100.0% | -$7,195 | 清仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $0 | 0.00% | 0 | -109 | -100.0% | -$6,950 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $0 | 0.00% | 0 | -623 | -100.0% | -$6,740 | 清仓 |
| — | TECOGEN INC NEW COM NEW | $0 | 0.00% | 0 | -2,500 | -100.0% | -$6,400 | 清仓 |
| — | PCB BANCORP COM | $0 | 0.00% | 0 | -270 | -100.0% | -$6,072 | 清仓 |
| — | IRSA INVERSIONES Y REP S A SPON GDS ECH 10 | $0 | 0.00% | 0 | -364 | -100.0% | -$5,900 | 清仓 |
| — | RIGEL PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -218 | -100.0% | -$5,894 | 清仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | $0 | 0.00% | 0 | -176 | -100.0% | -$5,788 | 清仓 |
| IMCR | IMMUNOCORE HLDGS PLC ADS | $0 | 0.00% | 0 | -183 | -100.0% | -$5,517 | 清仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $0 | 0.00% | 0 | -376 | -100.0% | -$5,437 | 清仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -126 | -100.0% | -$5,321 | 清仓 |
| — | SPROTT COPPER MINERS ETF | $0 | 0.00% | 0 | -145 | -100.0% | -$5,179 | 清仓 |
| — | SMART SH GLOBAL LTD ADS | $0 | 0.00% | 0 | -4,207 | -100.0% | -$4,754 | 清仓 |
| — | 51TALK ONLINE EDUCATION GROUP SPONSORED ADR | $0 | 0.00% | 0 | -238 | -100.0% | -$4,739 | 清仓 |
| — | FOUR SEASONS ED CAYMAN INC SPON ADS | $0 | 0.00% | 0 | -382 | -100.0% | -$4,095 | 清仓 |
| TGLS | TECNOGLASS INC ORD SHS | $0 | 0.00% | 0 | -87 | -100.0% | -$3,874 | 清仓 |
| — | SOLID BIOSCIENCES INC COM NEW | $0 | 0.00% | 0 | -517 | -100.0% | -$3,722 | 清仓 |
| VTMX | VESTA REAL ESTATE CORP ADS | $0 | 0.00% | 0 | -102 | -100.0% | -$3,401 | 清仓 |
| IVA | INVENTIVA SA ADS | $0 | 0.00% | 0 | -604 | -100.0% | -$3,352 | 清仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $0 | 0.00% | 0 | -2,417 | -100.0% | -$3,275 | 清仓 |
| — | CONNECT BIOPHARMA HLDGS LTD SHS | $0 | 0.00% | 0 | -1,247 | -100.0% | -$3,267 | 清仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $0 | 0.00% | 0 | -196 | -100.0% | -$3,169 | 清仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $0 | 0.00% | 0 | -117 | -100.0% | -$3,017 | 清仓 |
| — | THERMON GROUP HLDGS INC COM | $0 | 0.00% | 0 | -59 | -100.0% | -$2,974 | 清仓 |
| EWX | STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $0 | 0.00% | 0 | -43 | -100.0% | -$2,843 | 清仓 |
| — | ON24 INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$2,778 | 清仓 |
| TGS | TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B | $0 | 0.00% | 0 | -78 | -100.0% | -$2,700 | 清仓 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$2,659 | 清仓 |
| — | FIRST FNDTN INC COM | $0 | 0.00% | 0 | -434 | -100.0% | -$2,561 | 清仓 |
| — | PERPETUALS.COM LTD SPONSORED ADS | $0 | 0.00% | 0 | -500 | -100.0% | -$2,475 | 清仓 |
| — | ECO WAVE POWER GLOBAL AB SPONSORED ADS | $0 | 0.00% | 0 | -341 | -100.0% | -$2,148 | 清仓 |
| — | SPIRE GLOBAL INC COM CL A NEW | $0 | 0.00% | 0 | -169 | -100.0% | -$2,127 | 清仓 |
| — | AMERICAN WOODMARK CORP COM | $0 | 0.00% | 0 | -50 | -100.0% | -$1,992 | 清仓 |
| BBLU | EA BRIDGEWAY BLUE CHIP ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$1,898 | 清仓 |
| — | LINKBANCORP INC COM | $0 | 0.00% | 0 | -223 | -100.0% | -$1,859 | 清仓 |
| — | ISHARES LITHIUM MINERS AND PRODUCERS ETF | $0 | 0.00% | 0 | -102 | -100.0% | -$1,758 | 清仓 |
| — | DIGIMARC CORP NEW COM | $0 | 0.00% | 0 | -356 | -100.0% | -$1,748 | 清仓 |
| — | GRUPO SIMEC SAB DE C V ADR | $0 | 0.00% | 0 | -58 | -100.0% | -$1,702 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -79 | -100.0% | -$1,591 | 清仓 |
| — | MOBILICOM LTD ORD SHS NEW | $0 | 0.00% | 0 | -306 | -100.0% | -$1,573 | 清仓 |
| — | VANECK STEEL ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$1,561 | 清仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$1,436 | 清仓 |
| — | CARDLYTICS INC COM | $0 | 0.00% | 0 | -1,208 | -100.0% | -$1,268 | 清仓 |
| — | AMBER INTL HLDG LTD SPON ADS NEW | $0 | 0.00% | 0 | -520 | -100.0% | -$1,228 | 清仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$1,214 | 清仓 |
| — | SWK HLDGS CORP COM NEW | $0 | 0.00% | 0 | -70 | -100.0% | -$1,191 | 清仓 |
| STVN | STEVANATO GROUP S P A ORD SHS | $0 | 0.00% | 0 | -83 | -100.0% | -$1,142 | 清仓 |
| — | HAFNIA LTD SHS | $0 | 0.00% | 0 | -137 | -100.0% | -$1,041 | 清仓 |
| — | PSQ HOLDINGS INC CL A | $0 | 0.00% | 0 | -1,822 | -100.0% | -$966 | 清仓 |
| DNN | DENISON MINES CORP COM | $0 | 0.00% | 0 | -271 | -100.0% | -$957 | 清仓 |
| — | SENSEONICS HLDGS INC COM | $0 | 0.00% | 0 | -141 | -100.0% | -$939 | 清仓 |
| — | AGENUS INC COM NEW | $0 | 0.00% | 0 | -274 | -100.0% | -$915 | 清仓 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$912 | 清仓 |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | $0 | 0.00% | 0 | -59 | -100.0% | -$886 | 清仓 |
| — | MERIDIAN CORP COM | $0 | 0.00% | 0 | -46 | -100.0% | -$872 | 清仓 |
| LOMA | LOMA NEGRA C I A S A MTN 144A SPONSORED ADS | $0 | 0.00% | 0 | -76 | -100.0% | -$843 | 清仓 |
| BWLP | BW LPG LTD COM | $0 | 0.00% | 0 | -47 | -100.0% | -$816 | 清仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$806 | 清仓 |
| — | 17 ED & TECHNOLOGY GROUP INC SPONSORED ADR | $0 | 0.00% | 0 | -434 | -100.0% | -$786 | 清仓 |
| — | SLEEP NUMBER CORP COM | $0 | 0.00% | 0 | -427 | -100.0% | -$767 | 清仓 |
| — | SUNLANDS TECHNOLOGY GROUP SPONSRD ADS NEW | $0 | 0.00% | 0 | -202 | -100.0% | -$709 | 清仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$692 | 清仓 |
| — | CANTALOUPE INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$671 | 清仓 |
| IVVD | INVIVYD INC COM | $0 | 0.00% | 0 | -514 | -100.0% | -$668 | 清仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$653 | 清仓 |
| — | MAXEON SOLAR TECHNOLOGIES LTD SHS NEW | $0 | 0.00% | 0 | -424 | -100.0% | -$640 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$624 | 清仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIONS SHS NEW | $0 | 0.00% | 0 | -94 | -100.0% | -$599 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. COM | $0 | 0.00% | 0 | -298 | -100.0% | -$582 | 清仓 |
| — | VALNEVA SE SPONSORED ADS | $0 | 0.00% | 0 | -91 | -100.0% | -$569 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CORP COM | $0 | 0.00% | 0 | -31 | -100.0% | -$527 | 清仓 |
| — | BOQII HLDG LTD COM SHS CL A | $0 | 0.00% | 0 | -664 | -100.0% | -$508 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC SPONSORED ADS | $0 | 0.00% | 0 | -12 | -100.0% | -$477 | 清仓 |
| — | SUTRO BIOPHARMA INC COM SHS | $0 | 0.00% | 0 | -19 | -100.0% | -$473 | 清仓 |
| HYMC | HYCROFT MINING HOLDING CORP CL A NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$458 | 清仓 |
| — | EAGLE NUCLEAR ENERGY CORP COM | $0 | 0.00% | 0 | -50 | -100.0% | -$384 | 清仓 |
| — | SMART SAND INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$379 | 清仓 |
| — | INSEEGO CORP COM NEW | $0 | 0.00% | 0 | -32 | -100.0% | -$355 | 清仓 |
| — | MFS INTER HIGH INCOME FD SH BEN INT | $0 | 0.00% | 0 | -202 | -100.0% | -$327 | 清仓 |
| DLO | DLOCAL LTD CLASS A COM | $0 | 0.00% | 0 | -24 | -100.0% | -$311 | 清仓 |
| DBVT | DBV TECHNOLOGIES S A SPONSORED ADS | $0 | 0.00% | 0 | -14 | -100.0% | -$292 | 清仓 |
| — | GRAFTECH INTL LTD SR NT COM NEW | $0 | 0.00% | 0 | -42 | -100.0% | -$285 | 清仓 |
| — | BLUE FOUNDRY BANCORP COM | $0 | 0.00% | 0 | -21 | -100.0% | -$278 | 清仓 |
| TWIN | TWIN DISC INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$271 | 清仓 |
| FCEL | FUELCELL ENERGY INC COM NEW | $0 | 0.00% | 0 | -41 | -100.0% | -$268 | 清仓 |
| — | XUNLEI LTD SPONSORED ADS | $0 | 0.00% | 0 | -47 | -100.0% | -$261 | 清仓 |
| — | RAMACO RES INC COM CL B | $0 | 0.00% | 0 | -25 | -100.0% | -$255 | 清仓 |
| — | EMPRESA DIST Y COMERCIAL NORTE SPON ADR | $0 | 0.00% | 0 | -8 | -100.0% | -$240 | 清仓 |
| — | GOHEALTH INC CL A NEW | $0 | 0.00% | 0 | -128 | -100.0% | -$192 | 清仓 |
| MUX | MCEWEN INC. COM NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$184 | 清仓 |
| — | NATUZZI S P A SPON ADS | $0 | 0.00% | 0 | -57 | -100.0% | -$174 | 清仓 |
| — | UNITED SEC BANCSHARES CALIF COM | $0 | 0.00% | 0 | -16 | -100.0% | -$169 | 清仓 |
| — | ZSPACE INC COM | $0 | 0.00% | 0 | -1,442 | -100.0% | -$163 | 清仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$134 | 清仓 |
| IMNM | IMMUNOME INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$131 | 清仓 |
| — | DIREXION DAILY FTSE CHINA BEAR 3X ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$117 | 清仓 |
| — | MARINE PRODS CORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$102 | 清仓 |
| — | BINGEX LTD SPONSORED ADS A | $0 | 0.00% | 0 | -38 | -100.0% | -$101 | 清仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$100 | 清仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$93 | 清仓 |