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 |
|---|---|---|---|---|---|---|---|---|
| VCEL | VERICEL CORP COM | $1.59万 | 0.00% | 358 | 305 | 575.5% | $1.36万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $1.59万 | 0.00% | 608 | -53 | -8.0% | -$1,390 | 减仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $1.60万 | 0.00% | 908 | -138 | -13.2% | -$2,425 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $1.60万 | 0.00% | 621 | -269 | -30.2% | -$6,921 | 减仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $1.60万 | 0.00% | 316 | -500 | -61.3% | -$2.53万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $1.60万 | 0.00% | 156 | -23 | -12.8% | -$2,366 | 减仓 |
| GTES | GATES INDL CORP LTD COM SHS | $1.61万 | 0.00% | 574 | 574 | — | $1.61万 | 新建仓 |
| CAE | CAE INC COM | $1.61万 | 0.00% | 642 | -354 | -35.5% | -$8,872 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $1.61万 | 0.00% | 1,206 | 675 | 127.1% | $9,005 | 加仓 |
| JBTM | JBT MAREL CORPORATION COM | $1.61万 | 0.00% | 111 | -33 | -22.9% | -$4,785 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $1.61万 | 0.00% | 137 | 41 | 42.7% | $4,822 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $1.62万 | 0.00% | 327 | 302 | 1,208.0% | $1.49万 | 加仓 |
| ZIP | ZIPRECRUITER INC CL A | $1.62万 | 0.00% | 4,307 | 2,221 | 106.5% | $8,329 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $1.62万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $1.62万 | 0.00% | 2,064 | -373 | -15.3% | -$2,924 | 减仓 |
| TRNO | TERRENO RLTY CORP COM | $1.62万 | 0.00% | 250 | -188 | -42.9% | -$1.22万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $1.62万 | 0.00% | 614 | 311 | 102.6% | $8,205 | 加仓 |
| LYFT | LYFT INC CL A COM | $1.62万 | 0.00% | 1,111 | -4,133 | -78.8% | -$6.04万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $1.63万 | 0.00% | 3,240 | -3,143 | -49.2% | -$1.58万 | 减仓 |
| EPAM | EPAM SYS INC COM | $1.63万 | 0.00% | 205 | -364 | -64.0% | -$2.89万 | 减仓 |
| BFC | BANK FIRST CORP COM | $1.63万 | 0.00% | 110 | 110 | — | $1.63万 | 新建仓 |
| CERS | CERUS CORP COM | $1.63万 | 0.00% | 5,596 | -192 | -3.3% | -$561 | 减仓 |
| ARVN | ARVINAS INC COM | $1.65万 | 0.00% | 1,981 | 233 | 13.3% | $1,936 | 加仓 |
| CX | CEMEX SAB DE CV SPON ADR NEW | $1.65万 | 0.00% | 1,372 | -708 | -34.0% | -$8,496 | 减仓 |
| SATL | SATELLOGIC INC COM CL A | $1.65万 | 0.00% | 2,881 | 220 | 8.3% | $1,258 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADS | $1.65万 | 0.00% | 2,338 | -5,050 | -68.4% | -$3.56万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $1.66万 | 0.00% | 218 | -837 | -79.3% | -$6.36万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC COM | $1.66万 | 0.00% | 1,030 | 398 | 63.0% | $6,404 | 加仓 |
| FVRR | FIVERR INTL LTD ORD SHS | $1.66万 | 0.00% | 1,607 | 1,525 | 1,859.8% | $1.57万 | 加仓 |
| ICUI | ICU MED INC COM | $1.67万 | 0.00% | 114 | -69 | -37.7% | -$1.01万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP COM | $1.67万 | 0.00% | 233 | -1,473 | -86.3% | -$10.57万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1.67万 | 0.00% | 346 | 97 | 39.0% | $4,689 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $1.68万 | 0.00% | 1,587 | 1,587 | — | $1.68万 | 新建仓 |
| DGII | DIGI INTL INC COM | $1.68万 | 0.00% | 224 | 103 | 85.1% | $7,720 | 加仓 |
| ALX | ALEXANDERS INC COM | $1.68万 | 0.00% | 61 | 17 | 38.6% | $4,685 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $1.69万 | 0.00% | 196 | -33 | -14.4% | -$2,838 | 减仓 |
| HODL | VANECK BITCOIN ETF | $1.69万 | 0.00% | 1,016 | 103 | 11.3% | $1,711 | 加仓 |
| ASC | ARDMORE SHIPPING CORP COM | $1.69万 | 0.00% | 1,205 | -6,153 | -83.6% | -$8.62万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $1.69万 | 0.00% | 660 | -826 | -55.6% | -$2.11万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC COM | $1.70万 | 0.00% | 172 | 142 | 473.3% | $1.40万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $1.70万 | 0.00% | 4,084 | 2,026 | 98.4% | $8,428 | 加仓 |
| MTN | VAIL RESORTS INC COM | $1.70万 | 0.00% | 125 | -4 | -3.1% | -$545 | 减仓 |
| MLAB | MESA LABS INC COM | $1.70万 | 0.00% | 171 | 54 | 46.2% | $5,376 | 加仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $1.70万 | 0.00% | 351 | -179 | -33.8% | -$8,682 | 减仓 |
| SLAB | SILICON LABORATORIES INC COM | $1.70万 | 0.00% | 78 | -147 | -65.3% | -$3.21万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $1.71万 | 0.00% | 1,130 | -192 | -14.5% | -$2,897 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $1.71万 | 0.00% | 1,170 | -124 | -9.6% | -$1,808 | 减仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $1.71万 | 0.00% | 500 | 497 | 16,566.7% | $1.70万 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $1.71万 | 0.00% | 303 | -227 | -42.8% | -$1.28万 | 减仓 |
| — | PROSHARES ULTRASHORT ENERGY | $1.71万 | 0.00% | 800 | 800 | — | $1.71万 | 新建仓 |
| — | AIB DATA CENTERS INC COM | $1.71万 | 0.00% | 8,060 | -161 | -2.0% | -$341 | 减仓 |
| CXM | SPRINKLR INC CL A | $1.71万 | 0.00% | 3,314 | 1,083 | 48.5% | $5,589 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $1.71万 | 0.00% | 168 | -183 | -52.1% | -$1.86万 | 减仓 |
| QDEL | QUIDELORTHO CORP COM | $1.71万 | 0.00% | 979 | 868 | 782.0% | $1.52万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHS | $1.72万 | 0.00% | 183 | -130 | -41.5% | -$1.22万 | 减仓 |
| CHEF | CHEFS WHSE INC COM | $1.72万 | 0.00% | 179 | 32 | 21.8% | $3,075 | 加仓 |
| NVCR | NOVOCURE LTD ORD SHS | $1.72万 | 0.00% | 1,138 | 556 | 95.5% | $8,424 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $1.73万 | 0.00% | 140 | -215 | -60.6% | -$2.65万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $1.73万 | 0.00% | 2,617 | -3,431 | -56.7% | -$2.26万 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $1.73万 | 0.00% | 535 | 243 | 83.2% | $7,866 | 加仓 |
| SMTC | SEMTECH CORP COM | $1.73万 | 0.00% | 107 | -8 | -7.0% | -$1,295 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $1.73万 | 0.00% | 225 | 225 | — | $1.73万 | 新建仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $1.74万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP COM NEW | $1.74万 | 0.00% | 262 | -341 | -56.6% | -$2.27万 | 减仓 |
| SMR | NUSCALE PWR CORP CL A COM | $1.74万 | 0.00% | 1,736 | -932 | -34.9% | -$9,347 | 减仓 |
| GGB | GERDAU SA SPON ADR REP PFD | $1.74万 | 0.00% | 4,310 | -8,933 | -67.5% | -$3.61万 | 减仓 |
| HGTY | HAGERTY INC CL A COM | $1.75万 | 0.00% | 1,464 | -1,608 | -52.3% | -$1.92万 | 减仓 |
| RLJ | RLJ LODGING TR COM | $1.75万 | 0.00% | 1,473 | -2,019 | -57.8% | -$2.39万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $1.75万 | 0.00% | 2,025 | 486 | 31.6% | $4,204 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD SHS | $1.75万 | 0.00% | 197 | -121 | -38.1% | -$1.08万 | 减仓 |
| VVV | VALVOLINE INC COM | $1.76万 | 0.00% | 444 | -162 | -26.7% | -$6,405 | 减仓 |
| MOV | MOVADO GROUP INC COM | $1.76万 | 0.00% | 447 | 311 | 228.7% | $1.22万 | 加仓 |
| ASST | STRIVE INC CL A COM | $1.76万 | 0.00% | 1,614 | 1,598 | 9,987.5% | $1.74万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $1.76万 | 0.00% | 1,317 | -908 | -40.8% | -$1.22万 | 减仓 |
| GEO | GEO GROUP INC COM | $1.76万 | 0.00% | 597 | 294 | 97.0% | $8,688 | 加仓 |
| — | PROSHARES ULTRA XRP ETF | $1.76万 | 0.00% | 1,777 | 1,777 | — | $1.76万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC COM | $1.77万 | 0.00% | 123 | -71 | -36.6% | -$1.02万 | 减仓 |
| ROCK | GIBRALTAR INDS INC COM | $1.77万 | 0.00% | 392 | 214 | 120.2% | $9,652 | 加仓 |
| — | SOHU COM LTD SPONSORED ADS | $1.77万 | 0.00% | 1,459 | -1,375 | -48.5% | -$1.67万 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO COM | $1.77万 | 0.00% | 399 | 327 | 454.2% | $1.45万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW COM | $1.77万 | 0.00% | 981 | 703 | 252.9% | $1.27万 | 加仓 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $1.77万 | 0.00% | 1,778 | 1,249 | 236.1% | $1.25万 | 加仓 |
| OMDA | OMADA HEALTH INC COM | $1.78万 | 0.00% | 809 | -172 | -17.5% | -$3,776 | 减仓 |
| SKYW | SKYWEST INC COM | $1.78万 | 0.00% | 179 | -167 | -48.3% | -$1.66万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $1.78万 | 0.00% | 682 | -441 | -39.3% | -$1.15万 | 减仓 |
| — | MICROVAST HOLDINGS INC COM | $1.78万 | 0.00% | 15,222 | 926 | 6.5% | $1,083 | 加仓 |
| BTU | PEABODY ENERGY CORP COM | $1.78万 | 0.00% | 772 | -215 | -21.8% | -$4,970 | 减仓 |
| GRAL | GRAIL INC COM | $1.79万 | 0.00% | 262 | -159 | -37.8% | -$1.09万 | 减仓 |
| PVH | PVH CORPORATION COM | $1.79万 | 0.00% | 241 | 55 | 29.6% | $4,084 | 加仓 |
| UTL | UNITIL CORP COM | $1.79万 | 0.00% | 340 | -102 | -23.1% | -$5,374 | 减仓 |
| VUSE | VIDENT U.S. EQUITY STRATEGY ETF | $1.79万 | 0.00% | 248 | -17 | -6.4% | -$1,229 | 减仓 |
| LPX | LOUISIANA PAC CORP COM | $1.79万 | 0.00% | 228 | -464 | -67.1% | -$3.65万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $1.80万 | 0.00% | 355 | -355 | -50.0% | -$1.80万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $1.81万 | 0.00% | 842 | -134 | -13.7% | -$2,874 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $1.81万 | 0.00% | 44 | 25 | 131.6% | $1.03万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $1.81万 | 0.00% | 187 | -249 | -57.1% | -$2.41万 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $1.81万 | 0.00% | 143 | -406 | -74.0% | -$5.15万 | 减仓 |
| BUR | BURFORD CAP LTD ORD SHS | $1.82万 | 0.00% | 4,430 | 3,179 | 254.1% | $1.30万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $1.82万 | 0.00% | 205 | 89 | 76.7% | $7,896 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $1.82万 | 0.00% | 664 | 664 | — | $1.82万 | 新建仓 |