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 |
|---|---|---|---|---|---|---|---|---|
| UHAL | U HAUL HOLDING COMPANY COM | $1.85万 | 0.00% | 388 | -494 | -56.0% | -$2.36万 | 减仓 |
| ZD | ZIFF DAVIS INC COM | $1.85万 | 0.00% | 442 | -17 | -3.7% | -$713 | 减仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $1.86万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC COM NEW | $1.86万 | 0.00% | 1,019 | 236 | 30.1% | $4,307 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $1.87万 | 0.00% | 224 | -53 | -19.1% | -$4,414 | 减仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $1.87万 | 0.00% | 2,563 | 583 | 29.4% | $4,245 | 加仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $1.87万 | 0.00% | 1,147 | 522 | 83.5% | $8,514 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $1.87万 | 0.00% | 443 | -305 | -40.8% | -$1.29万 | 减仓 |
| MATW | MATTHEWS INTL CORP CL A | $1.87万 | 0.00% | 726 | 50 | 7.4% | $1,291 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC CL B | $1.88万 | 0.00% | 292 | 9 | 3.2% | $579 | 加仓 |
| EIG | EMPLOYERS HLDGS INC COM | $1.88万 | 0.00% | 457 | -56 | -10.9% | -$2,304 | 减仓 |
| LNN | LINDSAY CORP COM | $1.88万 | 0.00% | 158 | 95 | 150.8% | $1.13万 | 加仓 |
| — | ORLA MNG LTD NEW COM | $1.91万 | 0.00% | 1,181 | 1,102 | 1,394.9% | $1.78万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $1.91万 | 0.00% | 93 | 5 | 5.7% | $1,026 | 加仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $1.91万 | 0.00% | 968 | 0 | 0.0% | — | 不变 |
| AMTB | AMERANT BANCORP INC CL A | $1.91万 | 0.00% | 867 | 523 | 152.0% | $1.15万 | 加仓 |
| SID | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | $1.92万 | 0.00% | 15,450 | 14,502 | 1,529.7% | $1.80万 | 加仓 |
| SYNA | SYNAPTICS INC COM | $1.92万 | 0.00% | 274 | 52 | 23.4% | $3,642 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.92万 | 0.00% | 237 | -56 | -19.1% | -$4,540 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $1.92万 | 0.00% | 1,523 | 554 | 57.2% | $6,997 | 加仓 |
| PGNY | PROGYNY INC COM | $1.93万 | 0.00% | 1,135 | 734 | 183.0% | $1.25万 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC COM | $1.93万 | 0.00% | 5,392 | 2,581 | 91.8% | $9,240 | 加仓 |
| TEO | TELECOM ARGENTINA SA SPON ADR REP B | $1.93万 | 0.00% | 1,652 | 686 | 71.0% | $8,019 | 加仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $1.93万 | 0.00% | 1,254 | 272 | 27.7% | $4,194 | 加仓 |
| MEOH | METHANEX CORP COM | $1.94万 | 0.00% | 325 | 155 | 91.2% | $9,229 | 加仓 |
| RES | RPC INC COM | $1.94万 | 0.00% | 2,737 | -272 | -9.0% | -$1,926 | 减仓 |
| CGON | CG ONCOLOGY INC COM | $1.94万 | 0.00% | 287 | 14 | 5.1% | $948 | 加仓 |
| ADNT | ADIENT PLC ORD SHS | $1.94万 | 0.00% | 962 | -52 | -5.1% | -$1,051 | 减仓 |
| FROG | JFROG LTD ORD SHS | $1.95万 | 0.00% | 415 | 85 | 25.8% | $3,989 | 加仓 |
| AIP | ARTERIS INC COM | $1.96万 | 0.00% | 1,193 | 159 | 15.4% | $2,614 | 加仓 |
| MLR | MILLER INDS INC TENN COM NEW | $1.97万 | 0.00% | 432 | -280 | -39.3% | -$1.28万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.97万 | 0.00% | 188 | -94 | -33.3% | -$9,845 | 减仓 |
| ALRS | ALERUS FINL CORP COM | $1.97万 | 0.00% | 831 | -63 | -7.0% | -$1,494 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.97万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $1.98万 | 0.00% | 2,807 | 62 | 2.3% | $437 | 加仓 |
| — | SONICSHARES GLOBAL SHIPPING ETF | $1.98万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC COM | $1.98万 | 0.00% | 290 | 181 | 166.1% | $1.24万 | 加仓 |
| — | MOTLEY FOOL SMALL-CAP GROWTH ETF | $1.98万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.98万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORPORATION COM | $1.99万 | 0.00% | 874 | 288 | 49.1% | $6,552 | 加仓 |
| PLAB | PHOTRONICS INC COM | $2.00万 | 0.00% | 495 | 118 | 31.3% | $4,768 | 加仓 |
| QFIN | QFIN HOLDINGS INC AMERICAN DEP | $2.00万 | 0.00% | 1,551 | 147 | 10.5% | $1,898 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $2.01万 | 0.00% | 899 | 11 | 1.2% | $246 | 加仓 |
| GPRE | GREEN PLAINS INC COM | $2.01万 | 0.00% | 1,222 | 74 | 6.4% | $1,217 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $2.01万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP CL A | $2.02万 | 0.00% | 386 | 79 | 25.7% | $4,125 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $2.02万 | 0.00% | 827 | 87 | 11.8% | $2,122 | 加仓 |
| RCAT | RED CAT HLDGS INC COM | $2.02万 | 0.00% | 1,541 | 1,541 | — | $2.02万 | 新建仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $2.03万 | 0.00% | 250 | 250 | — | $2.03万 | 新建仓 |
| WT | WISDOMTREE INC COM | $2.03万 | 0.00% | 1,393 | 16 | 1.2% | $233 | 加仓 |
| DIOD | DIODES INC COM | $2.03万 | 0.00% | 298 | -210 | -41.3% | -$1.43万 | 减仓 |
| SDGR | SCHRODINGER INC COM | $2.03万 | 0.00% | 1,791 | 417 | 30.3% | $4,737 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $2.03万 | 0.00% | 2,258 | 249 | 12.4% | $2,244 | 加仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $2.04万 | 0.00% | 304 | 60 | 24.6% | $4,027 | 加仓 |
| VVV | VALVOLINE INC COM | $2.04万 | 0.00% | 606 | -101 | -14.3% | -$3,402 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $2.04万 | 0.00% | 876 | -3,646 | -80.6% | -$8.51万 | 减仓 |
| MBWM | MERCANTILE BK CORP COM | $2.05万 | 0.00% | 405 | 2 | 0.5% | $101 | 加仓 |
| RRR | RED ROCK RESORTS INC CL A | $2.05万 | 0.00% | 384 | 104 | 37.1% | $5,549 | 加仓 |
| SCHL | SCHOLASTIC CORP COM | $2.05万 | 0.00% | 525 | 13 | 2.5% | $508 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.06万 | 0.00% | 362 | 2 | 0.6% | $114 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC COM | $2.06万 | 0.00% | 522 | 8 | 1.6% | $315 | 加仓 |
| MRTN | MARTEN TRANS LTD COM | $2.06万 | 0.00% | 1,570 | 695 | 79.4% | $9,125 | 加仓 |
| MMI | MARCUS & MILLICHAP INC COM | $2.07万 | 0.00% | 777 | 113 | 17.0% | $3,005 | 加仓 |
| MSEX | MIDDLESEX WTR CO COM | $2.07万 | 0.00% | 397 | 374 | 1,626.1% | $1.95万 | 加仓 |
| DAVE | DAVE INC CLASS A COM NEW | $2.07万 | 0.00% | 119 | 27 | 29.3% | $4,700 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $2.08万 | 0.00% | 177 | 99 | 126.9% | $1.16万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $2.08万 | 0.00% | 544 | 16 | 3.0% | $612 | 加仓 |
| COUR | COURSERA INC COM | $2.08万 | 0.00% | 3,581 | 2,801 | 359.1% | $1.63万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC COM | $2.09万 | 0.00% | 164 | -43 | -20.8% | -$5,482 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $2.09万 | 0.00% | 1,683 | 68 | 4.2% | $845 | 加仓 |
| PRK | PARK NATL CORP COM | $2.09万 | 0.00% | 128 | -13 | -9.2% | -$2,125 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $2.10万 | 0.00% | 355 | 50 | 16.4% | $2,959 | 加仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $2.11万 | 0.00% | 2,437 | 2,038 | 510.8% | $1.76万 | 加仓 |
| TFII | TRANSFORCE INC COM | $2.11万 | 0.00% | 194 | 68 | 54.0% | $7,396 | 加仓 |
| TK | TEEKAY CORPORATION LTD SHS | $2.11万 | 0.00% | 1,732 | -235 | -11.9% | -$2,869 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP COM | $2.12万 | 0.00% | 825 | 619 | 300.5% | $1.59万 | 加仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $2.12万 | 0.00% | 1,014 | -84 | -7.7% | -$1,755 | 减仓 |
| UE | URBAN EDGE PPTYS COM | $2.12万 | 0.00% | 1,063 | -1 | -0.1% | -$20 | 减仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $2.12万 | 0.00% | 329 | 51 | 18.3% | $3,293 | 加仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $2.13万 | 0.00% | 503 | 7 | 1.4% | $297 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $2.13万 | 0.00% | 530 | -166 | -23.9% | -$6,683 | 减仓 |
| SAIL | SAILPOINT INC COM | $2.13万 | 0.00% | 1,612 | 1,417 | 726.7% | $1.88万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $2.14万 | 0.00% | 149 | 10 | 7.2% | $1,438 | 加仓 |
| — | MICROVAST HOLDINGS INC COM | $2.14万 | 0.00% | 14,296 | 704 | 5.2% | $1,056 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $2.14万 | 0.00% | 626 | 25 | 4.2% | $857 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $2.15万 | 0.00% | 747 | -71 | -8.7% | -$2,040 | 减仓 |
| MRNA | MODERNA INC COM | $2.15万 | 0.00% | 424 | 80 | 23.3% | $4,065 | 加仓 |
| U | UNITY SOFTWARE INC COM | $2.16万 | 0.00% | 983 | 175 | 21.7% | $3,839 | 加仓 |
| GEF | GREIF INC CL A | $2.16万 | 0.00% | 322 | -338 | -51.2% | -$2.27万 | 减仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $2.16万 | 0.00% | 1,309 | 48 | 3.8% | $793 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD SHS | $2.17万 | 0.00% | 318 | 129 | 68.3% | $8,805 | 加仓 |
| GRAL | GRAIL INC COM | $2.18万 | 0.00% | 421 | -100 | -19.2% | -$5,168 | 减仓 |
| PAM | PAMPA ENERGIA SA SPONS ADR LVL I | $2.18万 | 0.00% | 246 | -27 | -9.9% | -$2,390 | 减仓 |
| DUOL | DUOLINGO INC CL A COM | $2.19万 | 0.00% | 222 | -162 | -42.2% | -$1.60万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $2.19万 | 0.00% | 211 | 206 | 4,120.0% | $2.14万 | 加仓 |
| TCBK | TRICO BANCSHARES COM | $2.19万 | 0.00% | 461 | -59 | -11.3% | -$2,805 | 减仓 |
| — | CHART INDS INC COM | $2.19万 | 0.00% | 106 | 21 | 24.7% | $4,342 | 加仓 |
| BAND | BANDWIDTH INC COM CL A | $2.19万 | 0.00% | 1,231 | 39 | 3.3% | $695 | 加仓 |
| ASAN | ASANA INC CL A | $2.20万 | 0.00% | 3,430 | 2,669 | 350.7% | $1.71万 | 加仓 |
| GTX | GARRETT MOTION INC COM | $2.20万 | 0.00% | 1,209 | 422 | 53.6% | $7,668 | 加仓 |