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 |
|---|---|---|---|---|---|---|---|---|
| CNOB | CONNECTONE BANCORP INC COM | $1.82万 | 0.00% | 544 | -52 | -8.7% | -$1,739 | 减仓 |
| VECO | VEECO INSTRS INC DEL COM | $1.82万 | 0.00% | 240 | 88 | 57.9% | $6,670 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $1.82万 | 0.00% | 714 | -999 | -58.3% | -$2.55万 | 减仓 |
| — | BEAZER HOMES USA INC COM NEW | $1.82万 | 0.00% | 649 | 488 | 303.1% | $1.37万 | 加仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $1.82万 | 0.00% | 6,325 | 2,932 | 86.4% | $8,444 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $1.83万 | 0.00% | 1,080 | -556 | -34.0% | -$9,435 | 减仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $1.83万 | 0.00% | 2,050 | -990 | -32.6% | -$8,851 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $1.83万 | 0.00% | 341 | -186 | -35.3% | -$1.00万 | 减仓 |
| QFIN | QFIN HOLDINGS INC AMERICAN DEP | $1.84万 | 0.00% | 1,163 | -388 | -25.0% | -$6,134 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $1.84万 | 0.00% | 694 | -584 | -45.7% | -$1.55万 | 减仓 |
| HNI | HNI CORP COM | $1.85万 | 0.00% | 457 | 51 | 12.6% | $2,061 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $1.85万 | 0.00% | 2,275 | -2,057 | -47.5% | -$1.67万 | 减仓 |
| — | LXP INDUSTRIAL TRUST COM | $1.85万 | 0.00% | 343 | -531 | -60.8% | -$2.86万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $1.85万 | 0.00% | 688 | -591 | -46.2% | -$1.59万 | 减仓 |
| — | NATHANS FAMOUS INC COM | $1.85万 | 0.00% | 182 | 172 | 1,720.0% | $1.75万 | 加仓 |
| DNOW | DNOW INC COM | $1.85万 | 0.00% | 1,426 | -2,308 | -61.8% | -$2.99万 | 减仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $1.85万 | 0.00% | 1,437 | -100 | -6.5% | -$1,290 | 减仓 |
| — | SONICSHARES GLOBAL SHIPPING ETF | $1.85万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $1.85万 | 0.00% | 3,029 | 1,469 | 94.2% | $8,991 | 加仓 |
| — | GLADSTONE INVT CORP COM | $1.86万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP COM | $1.86万 | 0.00% | 108 | -258 | -70.5% | -$4.44万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1.86万 | 0.00% | 367 | 320 | 680.9% | $1.62万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $1.86万 | 0.00% | 99 | 99 | — | $1.86万 | 新建仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.86万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A COM | $1.86万 | 0.00% | 643 | -631 | -49.5% | -$1.83万 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $1.86万 | 0.00% | 1,038 | 266 | 34.5% | $4,777 | 加仓 |
| ADAM | ADAMAS TRUST INC. COM | $1.87万 | 0.00% | 1,992 | -9 | -0.4% | -$84 | 减仓 |
| CHCO | CITY HLDG CO COM | $1.87万 | 0.00% | 141 | -244 | -63.4% | -$3.24万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $1.87万 | 0.00% | 61 | -92 | -60.1% | -$2.82万 | 减仓 |
| BROS | DUTCH BROS INC CL A | $1.87万 | 0.00% | 261 | -174 | -40.0% | -$1.25万 | 减仓 |
| — | SPEAR ALPHA ETF | $1.88万 | 0.00% | 324 | -554 | -63.1% | -$3.21万 | 减仓 |
| WMK | WEIS MKTS INC COM | $1.89万 | 0.00% | 241 | -49 | -16.9% | -$3,837 | 减仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $1.89万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC COM | $1.89万 | 0.00% | 341 | 181 | 113.1% | $1.00万 | 加仓 |
| ACDC | PROFRAC HLDG CORP CLASS A COM | $1.89万 | 0.00% | 3,255 | 1,266 | 63.7% | $7,356 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $1.89万 | 0.00% | 248 | -378 | -60.4% | -$2.88万 | 减仓 |
| GOLD | GOLD COM INC COM | $1.89万 | 0.00% | 455 | 210 | 85.7% | $8,738 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC COM | $1.89万 | 0.00% | 5,539 | 147 | 2.7% | $503 | 加仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $1.89万 | 0.00% | 646 | 646 | — | $1.89万 | 新建仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $1.90万 | 0.00% | 300 | -922 | -75.5% | -$5.82万 | 减仓 |
| FC | FRANKLIN COVEY CO COM | $1.90万 | 0.00% | 773 | 566 | 273.4% | $1.39万 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $1.90万 | 0.00% | 249 | 200 | 408.2% | $1.52万 | 加仓 |
| BELFB | BEL FUSE INC CL B | $1.90万 | 0.00% | 57 | 19 | 50.0% | $6,328 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $1.90万 | 0.00% | 179 | -154 | -46.2% | -$1.64万 | 减仓 |
| BTG | B2GOLD CORP COM | $1.90万 | 0.00% | 5,089 | -1,293 | -20.3% | -$4,836 | 减仓 |
| SIG | SIGNET JEWELERS LTD SHS | $1.91万 | 0.00% | 221 | -203 | -47.9% | -$1.75万 | 减仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $1.91万 | 0.00% | 279 | -50 | -15.2% | -$3,415 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC COM | $1.91万 | 0.00% | 1,302 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC COM | $1.91万 | 0.00% | 241 | 36 | 17.6% | $2,847 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC COM | $1.91万 | 0.00% | 873 | -142 | -14.0% | -$3,104 | 减仓 |
| ESAB | ESAB CORPORATION COM | $1.91万 | 0.00% | 194 | -671 | -77.6% | -$6.60万 | 减仓 |
| INVA | INNOVIVA INC COM | $1.91万 | 0.00% | 843 | -103 | -10.9% | -$2,339 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $1.92万 | 0.00% | 1,953 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC COM | $1.92万 | 0.00% | 25,576 | -357 | -1.4% | -$268 | 减仓 |
| MNRO | MONRO INC COM | $1.92万 | 0.00% | 1,124 | 355 | 46.2% | $6,074 | 加仓 |
| ROG | ROGERS CORP COM | $1.93万 | 0.00% | 118 | 4 | 3.5% | $655 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $1.94万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC COM | $1.94万 | 0.00% | 113 | -103 | -47.7% | -$1.77万 | 减仓 |
| RDW | REDWIRE CORPORATION COM | $1.95万 | 0.00% | 1,593 | 1,076 | 208.1% | $1.32万 | 加仓 |
| MLR | MILLER INDS INC TENN COM NEW | $1.95万 | 0.00% | 381 | -51 | -11.8% | -$2,609 | 减仓 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $1.95万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| — | SPROTT ACTIVE GOLD & SILVER MINERS ETF | $1.95万 | 0.00% | 500 | 500 | — | $1.95万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $1.96万 | 0.00% | 1,211 | -987 | -44.9% | -$1.60万 | 减仓 |
| RUN | SUNRUN INC COM | $1.96万 | 0.00% | 1,464 | -1,296 | -47.0% | -$1.73万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1.96万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC COM | $1.96万 | 0.00% | 258 | -295 | -53.3% | -$2.24万 | 减仓 |
| SERV | SERVE ROBOTICS INC COM | $1.98万 | 0.00% | 3,003 | -2,271 | -43.1% | -$1.49万 | 减仓 |
| FOXA | FOX CORP CL A COM | $1.98万 | 0.00% | 379 | -1,072 | -73.9% | -$5.59万 | 减仓 |
| DGICA | DONEGAL GROUP INC CL A | $1.98万 | 0.00% | 1,049 | 281 | 36.6% | $5,299 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $1.98万 | 0.00% | 3,427 | -10,678 | -75.7% | -$6.17万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $1.98万 | 0.00% | 248 | -123 | -33.2% | -$9,844 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $1.99万 | 0.00% | 535 | 489 | 1,063.0% | $1.81万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1.99万 | 0.00% | 847 | -29 | -3.3% | -$680 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $1.99万 | 0.00% | 1,172 | -814 | -41.0% | -$1.38万 | 减仓 |
| IOT | SAMSARA INC COM CL A | $1.99万 | 0.00% | 614 | -125 | -16.9% | -$4,054 | 减仓 |
| FFBC | 1ST FINL BANCORP COM | $1.99万 | 0.00% | 589 | -612 | -51.0% | -$2.07万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC COM | $1.99万 | 0.00% | 3,472 | 2,918 | 526.7% | $1.67万 | 加仓 |
| QCRH | QCR HLDGS INC COM | $2.00万 | 0.00% | 205 | -97 | -32.1% | -$9,443 | 减仓 |
| OSCR | OSCAR HEALTH INC CL A | $2.00万 | 0.00% | 702 | 571 | 435.9% | $1.63万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $2.00万 | 0.00% | 816 | -1,365 | -62.6% | -$3.35万 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A | $2.00万 | 0.00% | 1,109 | -922 | -45.4% | -$1.67万 | 减仓 |
| GFF | GRIFFON CORP COM | $2.01万 | 0.00% | 206 | -191 | -48.1% | -$1.86万 | 减仓 |
| RDY | DR REDDYS LABS LTD ADR | $2.01万 | 0.00% | 1,390 | -4,265 | -75.4% | -$6.18万 | 减仓 |
| OEC | ORION S.A. COM | $2.01万 | 0.00% | 3,039 | 787 | 34.9% | $5,218 | 加仓 |
| NIC | NICOLET BANKSHARES INC COM | $2.02万 | 0.00% | 122 | -508 | -80.6% | -$8.40万 | 减仓 |
| NEWT | NEWTEKONE INC COM NEW | $2.02万 | 0.00% | 1,365 | 308 | 29.1% | $4,562 | 加仓 |
| SMBK | SMARTFINANCIAL INC COM NEW | $2.02万 | 0.00% | 431 | -329 | -43.3% | -$1.54万 | 减仓 |
| WTI | W & T OFFSHORE INC COM | $2.02万 | 0.00% | 6,423 | -19,365 | -75.1% | -$6.10万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. SHS PAR | $2.03万 | 0.00% | 812 | -453 | -35.8% | -$1.13万 | 减仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $2.03万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC COM | $2.03万 | 0.00% | 435 | 230 | 112.2% | $1.07万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $2.03万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC COM | $2.04万 | 0.00% | 266 | -200 | -42.9% | -$1.53万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2.04万 | 0.00% | 90 | -36 | -28.6% | -$8,165 | 减仓 |
| CTRN | CITI TRENDS INC COM | $2.04万 | 0.00% | 353 | 108 | 44.1% | $6,247 | 加仓 |
| KRNY | KEARNY FINL CORP MD COM | $2.05万 | 0.00% | 2,163 | -1,310 | -37.7% | -$1.24万 | 减仓 |
| APPN | APPIAN CORP CL A | $2.05万 | 0.00% | 894 | 394 | 78.8% | $9,023 | 加仓 |
| LRN | STRIDE INC COM | $2.05万 | 0.00% | 238 | -194 | -44.9% | -$1.67万 | 减仓 |
| INTA | INTAPP INC COM | $2.05万 | 0.00% | 815 | 259 | 46.6% | $6,530 | 加仓 |
| MBWM | MERCANTILE BK CORP COM | $2.06万 | 0.00% | 358 | -47 | -11.6% | -$2,699 | 减仓 |