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 |
|---|---|---|---|---|---|---|---|---|
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $2.20万 | 0.00% | 825 | -80 | -8.8% | -$2,133 | 减仓 |
| BROS | DUTCH BROS INC CL A | $2.20万 | 0.00% | 435 | 299 | 219.9% | $1.51万 | 加仓 |
| INVA | INNOVIVA INC COM | $2.20万 | 0.00% | 946 | -6 | -0.6% | -$140 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $2.21万 | 0.00% | 1,474 | 273 | 22.7% | $4,092 | 加仓 |
| CLDT | CHATHAM LODGING TR COM | $2.21万 | 0.00% | 2,809 | -43 | -1.5% | -$338 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $2.21万 | 0.00% | 7,964 | -4,138 | -34.2% | -$1.15万 | 减仓 |
| CALY | CALLAWAY GOLF CO COM | $2.22万 | 0.00% | 1,596 | 24 | 1.5% | $333 | 加仓 |
| MATV | MATIV HOLDINGS INC COM | $2.22万 | 0.00% | 2,547 | -90 | -3.4% | -$783 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $2.22万 | 0.00% | 845 | -344 | -28.9% | -$9,030 | 减仓 |
| OGN | ORGANON & CO COMMON STOCK | $2.23万 | 0.00% | 3,720 | -67 | -1.8% | -$401 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $2.23万 | 0.00% | 663 | 30 | 4.7% | $1,010 | 加仓 |
| TMAT | MAIN THEMATIC INNOVATION ETF | $2.24万 | 0.00% | 968 | 478 | 97.6% | $1.11万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $2.26万 | 0.00% | 232 | 92 | 65.7% | $8,948 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $2.26万 | 0.00% | 1,668 | 86 | 5.4% | $1,164 | 加仓 |
| DCOM | DIME CMNTY BANCSHARES INC COM | $2.26万 | 0.00% | 668 | -79 | -10.6% | -$2,672 | 减仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $2.26万 | 0.00% | 530 | 409 | 338.0% | $1.74万 | 加仓 |
| DORM | DORMAN PRODS INC COM | $2.26万 | 0.00% | 217 | -15 | -6.5% | -$1,565 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $2.27万 | 0.00% | 268 | -44 | -14.1% | -$3,719 | 减仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $2.27万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC COM | $2.27万 | 0.00% | 548 | 79 | 16.8% | $3,275 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC COM | $2.27万 | 0.00% | 1,640 | 59 | 3.7% | $818 | 加仓 |
| UEC | URANIUM ENERGY CORP COM | $2.28万 | 0.00% | 1,686 | 268 | 18.9% | $3,618 | 加仓 |
| REX | REX AMERICAN RES CORP COM | $2.28万 | 0.00% | 500 | 99 | 24.7% | $4,511 | 加仓 |
| AROW | ARROW FINL CORP COM | $2.28万 | 0.00% | 679 | 17 | 2.6% | $571 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $2.29万 | 0.00% | 351 | -53 | -13.1% | -$3,452 | 减仓 |
| HBNC | HORIZON BANCORP IND COM | $2.29万 | 0.00% | 1,381 | -285 | -17.1% | -$4,722 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC COM | $2.29万 | 0.00% | 240 | 75 | 45.5% | $7,170 | 加仓 |
| BMBL | BUMBLE INC COM CL A | $2.29万 | 0.00% | 7,039 | 4,975 | 241.0% | $1.62万 | 加仓 |
| VVX | V2X INC COM | $2.29万 | 0.00% | 335 | 13 | 4.0% | $891 | 加仓 |
| CAC | CAMDEN NATL CORP COM | $2.30万 | 0.00% | 484 | 11 | 2.3% | $522 | 加仓 |
| UTL | UNITIL CORP COM | $2.31万 | 0.00% | 442 | 53 | 13.6% | $2,769 | 加仓 |
| — | WISDOMTREE GLOBAL DEFENSE FUND | $2.31万 | 0.00% | 705 | 705 | — | $2.31万 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $2.31万 | 0.00% | 2,341 | -399 | -14.6% | -$3,942 | 减仓 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | $2.31万 | 0.00% | 549 | -977 | -64.0% | -$4.12万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $2.33万 | 0.00% | 1,605 | 77 | 5.0% | $1,116 | 加仓 |
| — | VERIS RESIDENTIAL INC COM | $2.33万 | 0.00% | 1,234 | -8 | -0.6% | -$151 | 减仓 |
| GME | GAMESTOP CORP CL A | $2.33万 | 0.00% | 1,011 | 209 | 26.1% | $4,815 | 加仓 |
| — | REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES | $2.33万 | 0.00% | 918 | 368 | 66.9% | $9,358 | 加仓 |
| DEI | DOUGLAS EMMETT INC COM | $2.34万 | 0.00% | 2,485 | 769 | 44.8% | $7,244 | 加仓 |
| IOT | SAMSARA INC COM CL A | $2.34万 | 0.00% | 739 | 522 | 240.6% | $1.65万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $2.35万 | 0.00% | 697 | 433 | 164.0% | $1.46万 | 加仓 |
| CMBT | CMB.TECH NV SHS | $2.35万 | 0.00% | 1,856 | 224 | 13.7% | $2,834 | 加仓 |
| SCL | STEPAN CO COM | $2.35万 | 0.00% | 470 | 107 | 29.5% | $5,348 | 加仓 |
| SARO | STANDARDAERO INC COM | $2.35万 | 0.00% | 911 | 90 | 11.0% | $2,325 | 加仓 |
| WEN | WENDYS CO COM | $2.35万 | 0.00% | 3,388 | -6,778 | -66.7% | -$4.71万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $2.36万 | 0.00% | 464 | 109 | 30.7% | $5,537 | 加仓 |
| ECVT | ECOVYST INC COM | $2.36万 | 0.00% | 1,833 | 272 | 17.4% | $3,498 | 加仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $2.36万 | 0.00% | 822 | 820 | 41,000.0% | $2.35万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $2.36万 | 0.00% | 553 | 157 | 39.6% | $6,704 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $2.36万 | 0.00% | 3,846 | 1,614 | 72.3% | $9,909 | 加仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $2.36万 | 0.00% | 962 | 295 | 44.2% | $7,243 | 加仓 |
| ICUI | ICU MED INC COM | $2.36万 | 0.00% | 183 | 15 | 8.9% | $1,937 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $2.37万 | 0.00% | 731 | 87 | 13.5% | $2,821 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC COM | $2.37万 | 0.00% | 1,015 | 28 | 2.8% | $654 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $2.38万 | 0.00% | 2,080 | 1,075 | 107.0% | $1.23万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC COM CL A | $2.39万 | 0.00% | 940 | 805 | 596.3% | $2.04万 | 加仓 |
| BGC | BGC GROUP INC CL A | $2.39万 | 0.00% | 2,443 | 1,171 | 92.1% | $1.15万 | 加仓 |
| HPK | HIGHPEAK ENERGY INC COM | $2.39万 | 0.00% | 3,465 | 2,710 | 358.9% | $1.87万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $2.39万 | 0.00% | 371 | 21 | 6.0% | $1,353 | 加仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $2.40万 | 0.00% | 1,123 | -309 | -21.6% | -$6,600 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $2.42万 | 0.00% | 11 | 1 | 10.0% | $2,197 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $2.42万 | 0.00% | 702 | 702 | — | $2.42万 | 新建仓 |
| YORW | YORK WTR CO COM | $2.42万 | 0.00% | 794 | 209 | 35.7% | $6,364 | 加仓 |
| BYD | BOYD GAMING CORP COM | $2.42万 | 0.00% | 295 | 57 | 23.9% | $4,684 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $2.42万 | 0.00% | 1,636 | 608 | 59.1% | $9,011 | 加仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | $2.43万 | 0.00% | 659 | -159 | -19.4% | -$5,852 | 减仓 |
| LAB | STANDARD BIOTOOLS INC COM | $2.43万 | 0.00% | 26,466 | 1,388 | 5.5% | $1,276 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $2.44万 | 0.00% | 965 | 117 | 13.8% | $2,957 | 加仓 |
| NN | NEXTNAV INC COMMON STOCK | $2.44万 | 0.00% | 1,525 | 1,514 | 13,763.6% | $2.43万 | 加仓 |
| TAL | TAL ED GROUP SPONSORED ADS | $2.44万 | 0.00% | 2,149 | 1,189 | 123.9% | $1.35万 | 加仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $2.45万 | 0.00% | 328 | 1 | 0.3% | $75 | 加仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $2.46万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC COM | $2.46万 | 0.00% | 1,133 | -38 | -3.2% | -$827 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2.48万 | 0.00% | 2,286 | -298 | -11.5% | -$3,227 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $2.49万 | 0.00% | 1,402 | 337 | 31.6% | $5,982 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $2.49万 | 0.00% | 394 | -9 | -2.2% | -$569 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $2.49万 | 0.00% | 948 | -296 | -23.8% | -$7,786 | 减仓 |
| VTOL | BRISTOW GROUP INC COM | $2.49万 | 0.00% | 532 | -54 | -9.2% | -$2,532 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2.50万 | 0.00% | 126 | -51 | -28.8% | -$1.01万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $2.50万 | 0.00% | 530 | 85 | 19.1% | $4,008 | 加仓 |
| SHOO | MADDEN STEVEN LTD COM | $2.50万 | 0.00% | 737 | 18 | 2.5% | $611 | 加仓 |
| AS | AMER SPORTS INC COM SHS | $2.51万 | 0.00% | 761 | 348 | 84.3% | $1.15万 | 加仓 |
| WERN | WERNER ENTERPRISES INC COM | $2.51万 | 0.00% | 854 | 165 | 23.9% | $4,853 | 加仓 |
| MAC | MACERICH CO COM | $2.52万 | 0.00% | 1,335 | 236 | 21.5% | $4,461 | 加仓 |
| RAMP | LIVERAMP HLDGS INC COM | $2.52万 | 0.00% | 952 | -555 | -36.8% | -$1.47万 | 减仓 |
| POST | POST HLDGS INC COM | $2.53万 | 0.00% | 256 | 100 | 64.1% | $9,886 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $2.53万 | 0.00% | 1,322 | 271 | 25.8% | $5,195 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC COMMON STOCK | $2.55万 | 0.00% | 663 | 42 | 6.8% | $1,614 | 加仓 |
| WHD | CACTUS INC CL A | $2.55万 | 0.00% | 538 | 64 | 13.5% | $3,032 | 加仓 |
| MOMO | HELLO GROUP INC ADS | $2.56万 | 0.00% | 4,439 | 3,170 | 249.8% | $1.83万 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $2.56万 | 0.00% | 259 | 2 | 0.8% | $198 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $2.56万 | 0.00% | 92 | -4 | -4.2% | -$1,115 | 减仓 |
| MTRX | MATRIX SVC CO COM | $2.57万 | 0.00% | 2,235 | 158 | 7.6% | $1,814 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $2.57万 | 0.00% | 475 | 5 | 1.1% | $271 | 加仓 |
| BHVN | BIOHAVEN LTD COM | $2.57万 | 0.00% | 3,039 | -992 | -24.6% | -$8,392 | 减仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $2.57万 | 0.00% | 516 | 3 | 0.6% | $150 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $2.57万 | 0.00% | 663 | 178 | 36.7% | $6,906 | 加仓 |
| WD | WALKER & DUNLOP INC COM | $2.57万 | 0.00% | 580 | 301 | 107.9% | $1.34万 | 加仓 |
| — | ENVIRI CORP COM | $2.58万 | 0.00% | 1,315 | 16 | 1.2% | $314 | 加仓 |
| QCRH | QCR HLDGS INC COM | $2.58万 | 0.00% | 302 | 14 | 4.9% | $1,196 | 加仓 |