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 |
|---|---|---|---|---|---|---|---|---|
| COHU | COHU INC COM | $1.37万 | 0.00% | 185 | -137 | -42.5% | -$1.01万 | 减仓 |
| PATH | UIPATH INC CL A | $1.37万 | 0.00% | 1,264 | -3,429 | -73.1% | -$3.73万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $1.38万 | 0.00% | 1,165 | 67 | 6.1% | $791 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $1.38万 | 0.00% | 269 | 121 | 81.8% | $6,198 | 加仓 |
| BJRI | BJS RESTAURANTS INC COM | $1.38万 | 0.00% | 227 | 54 | 31.2% | $3,280 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $1.38万 | 0.00% | 2,355 | -1,491 | -38.8% | -$8,738 | 减仓 |
| AROW | ARROW FINL CORP COM | $1.38万 | 0.00% | 337 | -342 | -50.4% | -$1.40万 | 减仓 |
| TPG | TPG INC COM CL A | $1.38万 | 0.00% | 341 | -442 | -56.4% | -$1.79万 | 减仓 |
| — | SIMULATIONS PLUS INC COM | $1.38万 | 0.00% | 755 | 407 | 117.0% | $7,452 | 加仓 |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $1.38万 | 0.00% | 300 | 300 | — | $1.38万 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS INC COM | $1.39万 | 0.00% | 390 | 269 | 222.3% | $9,555 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $1.39万 | 0.00% | 423 | -30 | -6.6% | -$983 | 减仓 |
| UPBD | UPBOUND GROUP INC COM | $1.39万 | 0.00% | 653 | 296 | 82.9% | $6,281 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $1.39万 | 0.00% | 1,412 | 180 | 14.6% | $1,767 | 加仓 |
| EXTR | EXTREME NETWORKS INC COM | $1.39万 | 0.00% | 429 | 346 | 416.9% | $1.12万 | 加仓 |
| UMH | UMH PPTYS INC COM | $1.39万 | 0.00% | 920 | 480 | 109.1% | $7,267 | 加仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $1.40万 | 0.00% | 2,310 | 801 | 53.1% | $4,854 | 加仓 |
| GTY | GETTY RLTY CORP NEW COM | $1.40万 | 0.00% | 420 | -685 | -62.0% | -$2.28万 | 减仓 |
| MRX | MAREX GROUP LTD ORD | $1.40万 | 0.00% | 230 | -781 | -77.3% | -$4.76万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW | $1.40万 | 0.00% | 377 | -105 | -21.8% | -$3,907 | 减仓 |
| UUUU | ENERGY FUELS INC COM NEW | $1.41万 | 0.00% | 969 | -50 | -4.9% | -$725 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $1.41万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TRUST | $1.41万 | 0.00% | 443 | -795 | -64.2% | -$2.53万 | 减仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y COM | $1.41万 | 0.00% | 932 | -992 | -51.6% | -$1.50万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $1.42万 | 0.00% | 675 | -341 | -33.6% | -$7,151 | 减仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $1.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP COM | $1.42万 | 0.00% | 435 | 205 | 89.1% | $6,709 | 加仓 |
| TWFG | TWFG INC COM CL A | $1.42万 | 0.00% | 592 | 592 | — | $1.42万 | 新建仓 |
| AS | AMER SPORTS INC COM SHS | $1.42万 | 0.00% | 421 | -340 | -44.7% | -$1.15万 | 减仓 |
| QLD | PROSHARES ULTRA QQQ | $1.43万 | 0.00% | 148 | -28 | -15.9% | -$2,711 | 减仓 |
| GNK | GENCO SHIPPING & TRADING LTD SHS | $1.43万 | 0.00% | 579 | 433 | 296.6% | $1.07万 | 加仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $1.44万 | 0.00% | 168 | 6 | 3.7% | $514 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC COM | $1.44万 | 0.00% | 793 | -306 | -27.8% | -$5,572 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC COM | $1.44万 | 0.00% | 1,036 | -1,114 | -51.8% | -$1.55万 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY COM | $1.45万 | 0.00% | 221 | -167 | -43.0% | -$1.09万 | 减仓 |
| UNIT | UNITI GROUP LLC COM SHS | $1.45万 | 0.00% | 1,263 | 1,263 | — | $1.45万 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC COM | $1.45万 | 0.00% | 190 | 133 | 233.3% | $1.01万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $1.45万 | 0.00% | 554 | -394 | -41.6% | -$1.03万 | 减仓 |
| EFOR | EVERFORTH INC COM | $1.45万 | 0.00% | 814 | -600 | -42.4% | -$1.07万 | 减仓 |
| LZ | LEGALZOOM COM INC COM | $1.45万 | 0.00% | 2,373 | 637 | 36.7% | $3,905 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $1.46万 | 0.00% | 221 | -254 | -53.5% | -$1.67万 | 减仓 |
| CLW | CLEARWATER PAPER CORP COM | $1.46万 | 0.00% | 931 | 871 | 1,451.7% | $1.37万 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $1.46万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND COM | $1.46万 | 0.00% | 732 | -649 | -47.0% | -$1.30万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $1.46万 | 0.00% | 402 | -20 | -4.7% | -$728 | 减仓 |
| RXST | RXSIGHT INC COM | $1.46万 | 0.00% | 3,039 | 1,596 | 110.6% | $7,693 | 加仓 |
| — | TECNOGLASS INC COM SHS | $1.47万 | 0.00% | 313 | 313 | — | $1.47万 | 新建仓 |
| CRI | CARTERS INC COM | $1.47万 | 0.00% | 356 | -126 | -26.1% | -$5,186 | 减仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $1.47万 | 0.00% | 199 | 100 | 101.0% | $7,366 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD COM | $1.47万 | 0.00% | 310 | 310 | — | $1.47万 | 新建仓 |
| HTFL | HEARTFLOW INC COM | $1.48万 | 0.00% | 503 | 72 | 16.7% | $2,112 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC COM SHS | $1.48万 | 0.00% | 560 | -68 | -10.8% | -$1,794 | 减仓 |
| ASTE | ASTEC INDS INC COM | $1.48万 | 0.00% | 242 | -384 | -61.3% | -$2.35万 | 减仓 |
| SFL | SFL CORPORATION LTD SHS | $1.48万 | 0.00% | 1,452 | -992 | -40.6% | -$1.01万 | 减仓 |
| — | CHART INDS INC COM | $1.48万 | 0.00% | 71 | -35 | -33.0% | -$7,314 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $1.49万 | 0.00% | 1,297 | -961 | -42.6% | -$1.10万 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $1.49万 | 0.00% | 391 | 121 | 44.8% | $4,616 | 加仓 |
| EGHT | 8X8 INC NEW COM | $1.50万 | 0.00% | 8,744 | -416 | -4.5% | -$711 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $1.50万 | 0.00% | 326 | -214 | -39.6% | -$9,825 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $1.50万 | 0.00% | 1,173 | 797 | 212.0% | $1.02万 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $1.51万 | 0.00% | 353 | -484 | -57.8% | -$2.06万 | 减仓 |
| MYGN | MYRIAD GENETICS INC COM | $1.51万 | 0.00% | 2,645 | -7,671 | -74.4% | -$4.38万 | 减仓 |
| SABR | SABRE CORP COM | $1.52万 | 0.00% | 7,253 | 2,850 | 64.7% | $5,956 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD COM | $1.52万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $1.52万 | 0.00% | 1,424 | -262 | -15.5% | -$2,793 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.52万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TMAT | MAIN THEMATIC INNOVATION ETF | $1.52万 | 0.00% | 484 | -484 | -50.0% | -$1.52万 | 减仓 |
| TBLA | TABOOLA.COM LTD ORD SHS | $1.52万 | 0.00% | 3,043 | 678 | 28.7% | $3,390 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $1.52万 | 0.00% | 6,645 | -5,519 | -45.4% | -$1.26万 | 减仓 |
| — | AVANOS MED INC COM | $1.52万 | 0.00% | 612 | -1,664 | -73.1% | -$4.14万 | 减仓 |
| LOAR | LOAR HOLDINGS INC COM SHS | $1.52万 | 0.00% | 189 | 172 | 1,011.8% | $1.39万 | 加仓 |
| PJT | PJT PARTNERS INC COM CL A | $1.52万 | 0.00% | 101 | -14 | -12.2% | -$2,113 | 减仓 |
| ASPN | ASPEN AEROGELS INC COM | $1.53万 | 0.00% | 2,407 | 943 | 64.4% | $5,978 | 加仓 |
| ENPH | ENPHASE ENERGY INC COM | $1.53万 | 0.00% | 310 | 41 | 15.2% | $2,019 | 加仓 |
| POST | POST HLDGS INC COM | $1.53万 | 0.00% | 173 | -83 | -32.4% | -$7,326 | 减仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $1.53万 | 0.00% | 520 | -445 | -46.1% | -$1.31万 | 减仓 |
| ARCB | ARCBEST CORP COM | $1.54万 | 0.00% | 107 | 7 | 7.0% | $1,005 | 加仓 |
| CERT | CERTARA INC COM | $1.54万 | 0.00% | 2,345 | 1,932 | 467.8% | $1.27万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.54万 | 0.00% | 326 | -1,205 | -78.7% | -$5.70万 | 减仓 |
| BL | BLACKLINE INC COM | $1.54万 | 0.00% | 549 | 422 | 332.3% | $1.18万 | 加仓 |
| FOR | FORESTAR GROUP INC COM | $1.54万 | 0.00% | 487 | -165 | -25.3% | -$5,222 | 减仓 |
| TRIN | TRINITY CAP INC COM | $1.55万 | 0.00% | 864 | -1,170 | -57.5% | -$2.09万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $1.55万 | 0.00% | 465 | -853 | -64.7% | -$2.84万 | 减仓 |
| FISI | FINANCIAL INSTITUTIONS INC COM | $1.55万 | 0.00% | 397 | -1,248 | -75.9% | -$4.86万 | 减仓 |
| BMBL | BUMBLE INC COM CL A | $1.55万 | 0.00% | 4,841 | -2,198 | -31.2% | -$7,034 | 减仓 |
| NEO | NEOGENOMICS INC COM NEW | $1.56万 | 0.00% | 1,066 | 474 | 80.1% | $6,916 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC COM | $1.56万 | 0.00% | 297 | -729 | -71.1% | -$3.82万 | 减仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $1.56万 | 0.00% | 2,283 | -1,254 | -35.5% | -$8,552 | 减仓 |
| TMP | TOMPKINS FINL CORP COM | $1.56万 | 0.00% | 165 | -453 | -73.3% | -$4.28万 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $1.57万 | 0.00% | 150 | 136 | 971.4% | $1.42万 | 重新持有 |
| BHF | BRIGHTHOUSE FINL INC COM | $1.58万 | 0.00% | 249 | -504 | -66.9% | -$3.19万 | 减仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $1.58万 | 0.00% | 1,532 | 1,463 | 2,120.3% | $1.51万 | 加仓 |
| AMTB | AMERANT BANCORP INC CL A | $1.58万 | 0.00% | 618 | -249 | -28.7% | -$6,358 | 减仓 |
| UFPI | UFP INDUSTRIES INC COM | $1.58万 | 0.00% | 174 | -249 | -58.9% | -$2.26万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | $1.58万 | 0.00% | 497 | -162 | -24.6% | -$5,152 | 减仓 |
| EC | ECOPETROL S A SPONSORED ADS | $1.58万 | 0.00% | 1,111 | 297 | 36.5% | $4,229 | 加仓 |
| PAM | PAMPA ENERGIA SA SPONS ADR LVL I | $1.59万 | 0.00% | 193 | -53 | -21.5% | -$4,353 | 减仓 |
| URBN | URBAN OUTFITTERS INC COM | $1.59万 | 0.00% | 224 | 33 | 17.3% | $2,338 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $1.59万 | 0.00% | 2,083 | 1,498 | 256.1% | $1.14万 | 加仓 |
| RNG | RINGCENTRAL INC CL A | $1.59万 | 0.00% | 408 | 6 | 1.5% | $234 | 加仓 |