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 |
|---|---|---|---|---|---|---|---|---|
| FOR | FORESTAR GROUP INC COM | $1.59万 | 0.00% | 652 | 58 | 9.8% | $1,418 | 加仓 |
| APPF | APPFOLIO INC COM CL A | $1.59万 | 0.00% | 101 | -10 | -9.0% | -$1,578 | 减仓 |
| CNOB | CONNECTONE BANCORP INC COM | $1.60万 | 0.00% | 596 | 192 | 47.5% | $5,140 | 加仓 |
| PZZA | PAPA JOHNS INTL INC COM | $1.60万 | 0.00% | 494 | 281 | 131.9% | $9,100 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $1.60万 | 0.00% | 2,437 | -171 | -6.6% | -$1,123 | 减仓 |
| TG | TREDEGAR CORP COM | $1.61万 | 0.00% | 2,020 | -348 | -14.7% | -$2,767 | 减仓 |
| PJT | PJT PARTNERS INC COM CL A | $1.61万 | 0.00% | 115 | 21 | 22.3% | $2,934 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.61万 | 0.00% | 494 | 267 | 117.6% | $8,689 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN FD COM | $1.61万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $1.61万 | 0.00% | 50 | 25 | 100.0% | $8,055 | 加仓 |
| GPRK | GEOPARK LTD USD SHS | $1.61万 | 0.00% | 1,698 | 849 | 100.0% | $8,066 | 加仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $1.62万 | 0.00% | 372 | 186 | 100.0% | $8,113 | 加仓 |
| AGL | AGILON HEALTH INC COM NEW | $1.63万 | 0.00% | 2,057 | 2,057 | — | $1.63万 | 新建仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1.63万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $1.63万 | 0.00% | 319 | 187 | 141.7% | $9,546 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $1.63万 | 0.00% | 1,294 | 146 | 12.7% | $1,844 | 加仓 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $1.64万 | 0.00% | 940 | 268 | 39.9% | $4,674 | 加仓 |
| — | INSIGHT MOLECULAR DIA INC COM NEW | $1.64万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| TRTX | TPG RE FIN TR INC COM | $1.64万 | 0.00% | 2,104 | 157 | 8.1% | $1,226 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | $1.65万 | 0.00% | 496 | -57 | -10.3% | -$1,898 | 减仓 |
| MTN | VAIL RESORTS INC COM | $1.66万 | 0.00% | 129 | 35 | 37.2% | $4,492 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1.66万 | 0.00% | 210 | 105 | 100.0% | $8,284 | 加仓 |
| NTST | NETSTREIT CORP COM | $1.66万 | 0.00% | 883 | 109 | 14.1% | $2,052 | 加仓 |
| WKC | WORLD KINECT CORPORATION COM | $1.66万 | 0.00% | 721 | -107 | -12.9% | -$2,468 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $1.66万 | 0.00% | 1,232 | 105 | 9.3% | $1,418 | 加仓 |
| VUSE | VIDENT U.S. EQUITY STRATEGY ETF | $1.66万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| GSBC | GREAT SOUTHN BANCORP INC COM | $1.67万 | 0.00% | 264 | -17 | -6.0% | -$1,073 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.67万 | 0.00% | 322 | 76 | 30.9% | $3,940 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC COM | $1.67万 | 0.00% | 392 | -34 | -8.0% | -$1,450 | 减仓 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $1.67万 | 0.00% | 1,539 | -110 | -6.7% | -$1,197 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $1.68万 | 0.00% | 1,490 | 1,436 | 2,659.3% | $1.62万 | 重新持有 |
| — | WHITESTONE REIT COM | $1.68万 | 0.00% | 1,042 | -29 | -2.7% | -$468 | 减仓 |
| PLMR | PALOMAR HLDGS INC COM | $1.69万 | 0.00% | 141 | 27 | 23.7% | $3,227 | 加仓 |
| ABM | ABM INDS INC COM | $1.69万 | 0.00% | 438 | 312 | 247.6% | $1.20万 | 加仓 |
| KEN | KENON HLDGS LTD SHS | $1.69万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $1.69万 | 0.00% | 226 | -351 | -60.8% | -$2.63万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $1.69万 | 0.00% | 1,953 | 0 | 0.0% | — | 不变 |
| — | ENHABIT INC COM | $1.69万 | 0.00% | 1,202 | 33 | 2.8% | $465 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC COM | $1.69万 | 0.00% | 279 | 1 | 0.4% | $61 | 加仓 |
| CASS | CASS INFORMATION SYS INC COM | $1.69万 | 0.00% | 385 | 78 | 25.4% | $3,434 | 加仓 |
| SEB | SEABOARD CORP DEL COM | $1.70万 | 0.00% | 3 | -2 | -40.0% | -$1.13万 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $1.70万 | 0.00% | 4,205 | -285 | -6.3% | -$1,154 | 减仓 |
| — | GLADSTONE INVT CORP COM | $1.70万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD COM | $1.70万 | 0.00% | 1,182 | 1,052 | 809.2% | $1.52万 | 加仓 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $1.71万 | 0.00% | 995 | -41 | -4.0% | -$703 | 减仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $1.71万 | 0.00% | 667 | -1,562 | -70.1% | -$4.01万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $1.72万 | 0.00% | 700 | -50 | -6.7% | -$1,228 | 减仓 |
| CSW | CSW INDUSTRIALS INC COM | $1.72万 | 0.00% | 66 | 8 | 13.8% | $2,085 | 加仓 |
| CRI | CARTERS INC COM | $1.72万 | 0.00% | 482 | 81 | 20.2% | $2,897 | 加仓 |
| LAZ | LAZARD INC COM | $1.72万 | 0.00% | 406 | 175 | 75.8% | $7,435 | 加仓 |
| MFA | MFA FINL INC COM | $1.73万 | 0.00% | 1,804 | -58 | -3.1% | -$556 | 减仓 |
| — | ALIGHT INC COM CL A | $1.73万 | 0.00% | 29,702 | 25,869 | 674.9% | $1.51万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $1.73万 | 0.00% | 931 | -276 | -22.9% | -$5,132 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.73万 | 0.00% | 689 | 451 | 189.5% | $1.13万 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC COM | $1.73万 | 0.00% | 258 | 96 | 59.3% | $6,454 | 加仓 |
| APEI | AMERICAN PUB ED INC COM | $1.73万 | 0.00% | 305 | 160 | 110.3% | $9,101 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $1.74万 | 0.00% | 552 | 1 | 0.2% | $32 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $1.74万 | 0.00% | 1,105 | 1,043 | 1,682.3% | $1.64万 | 加仓 |
| COCO | VITA COCO CO INC COM | $1.74万 | 0.00% | 364 | -356 | -49.4% | -$1.71万 | 减仓 |
| WS | WORTHINGTON STL INC COM SHS | $1.75万 | 0.00% | 576 | 57 | 11.0% | $1,730 | 加仓 |
| HODL | VANECK BITCOIN ETF | $1.75万 | 0.00% | 913 | 0 | 0.0% | — | 不变 |
| — | TELIX PHARMACEUTICAL LTD SPONSORED ADS | $1.75万 | 0.00% | 1,832 | 934 | 104.0% | $8,939 | 加仓 |
| HZO | MARINEMAX INC COM | $1.76万 | 0.00% | 649 | 84 | 14.9% | $2,273 | 加仓 |
| SFIX | STITCH FIX INC COM CL A | $1.76万 | 0.00% | 5,312 | 2,596 | 95.6% | $8,593 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $1.76万 | 0.00% | 1,893 | 863 | 83.8% | $8,035 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.76万 | 0.00% | 1,179 | -232 | -16.4% | -$3,468 | 减仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1.77万 | 0.00% | 2,767 | 1,427 | 106.5% | $9,105 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1.77万 | 0.00% | 1,905 | 203 | 11.9% | $1,884 | 加仓 |
| USPH | U S PHYSICAL THERAPY COM | $1.78万 | 0.00% | 237 | -164 | -40.9% | -$1.23万 | 减仓 |
| BLSH | BULLISH ORD SHS | $1.78万 | 0.00% | 498 | 498 | — | $1.78万 | 新建仓 |
| RDDT | REDDIT INC CL A | $1.79万 | 0.00% | 133 | -594 | -81.7% | -$8.00万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $1.79万 | 0.00% | 1,365 | 34 | 2.6% | $446 | 加仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE I COM | $1.79万 | 0.00% | 389 | 379 | 3,790.0% | $1.75万 | 加仓 |
| CABO | CABLE ONE INC COM | $1.80万 | 0.00% | 197 | 107 | 118.9% | $9,759 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $1.80万 | 0.00% | 838 | 42 | 5.3% | $901 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.80万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| RLX | RLX TECHNOLOGY INC SPONSORED ADS | $1.80万 | 0.00% | 8,196 | 2,608 | 46.7% | $5,738 | 加仓 |
| CRVL | CORVEL CORP COM | $1.80万 | 0.00% | 330 | 303 | 1,122.2% | $1.66万 | 加仓 |
| BMA | BANCO MACRO S A SPON ADR B | $1.81万 | 0.00% | 234 | -195 | -45.5% | -$1.51万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND COM | $1.81万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| MTUS | METALLUS INC COM | $1.82万 | 0.00% | 1,111 | 12 | 1.1% | $196 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $1.82万 | 0.00% | 229 | 39 | 20.5% | $3,094 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $1.82万 | 0.00% | 727 | 657 | 938.6% | $1.64万 | 加仓 |
| — | BEYOND MEAT INC COM | $1.82万 | 0.00% | 25,933 | 25,843 | 28,714.4% | $1.81万 | 加仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $1.82万 | 0.00% | 750 | -638 | -46.0% | -$1.55万 | 减仓 |
| TEM | TEMPUS AI INC CL A | $1.82万 | 0.00% | 403 | -317 | -44.0% | -$1.43万 | 减仓 |
| ONT | ONTERRIS INC COM | $1.82万 | 0.00% | 833 | -32 | -3.7% | -$700 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC COMMON STOCK | $1.83万 | 0.00% | 3,703 | 210 | 6.0% | $1,037 | 加仓 |
| BANF | BANCFIRST CORP COM | $1.83万 | 0.00% | 169 | -325 | -65.8% | -$3.52万 | 减仓 |
| NRC | NRC HEALTH COM NEW | $1.83万 | 0.00% | 1,078 | -19 | -1.7% | -$323 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $1.83万 | 0.00% | 890 | 321 | 56.4% | $6,603 | 加仓 |
| SUZ | SUZANO S A SPON ADS | $1.83万 | 0.00% | 1,833 | 385 | 26.6% | $3,854 | 加仓 |
| JBTM | JBT MAREL CORPORATION COM | $1.84万 | 0.00% | 144 | 26 | 22.0% | $3,325 | 加仓 |
| PRGO | PERRIGO CO PLC SHS | $1.84万 | 0.00% | 1,715 | -173 | -9.2% | -$1,858 | 减仓 |
| NUVB | NUVATION BIO INC COM CL A | $1.85万 | 0.00% | 4,301 | 312 | 7.8% | $1,338 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1.85万 | 0.00% | 2,107 | 319 | 17.8% | $2,798 | 加仓 |
| YELP | YELP INC CL A | $1.85万 | 0.00% | 747 | 388 | 108.1% | $9,599 | 加仓 |
| — | CARNIVAL PLC ADS | $1.85万 | 0.00% | 719 | -261 | -26.6% | -$6,726 | 减仓 |
| ARVN | ARVINAS INC COM | $1.85万 | 0.00% | 1,748 | 90 | 5.4% | $954 | 加仓 |
| HBCP | HOMEBANCORP INC COM | $1.85万 | 0.00% | 306 | 86 | 39.1% | $5,210 | 加仓 |