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 |
|---|---|---|---|---|---|---|---|---|
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $2.58万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT INCOME COMPANY INC COM | $2.58万 | 0.00% | 2,735 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR GOLD MINERS ETF | $2.58万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $2.58万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A | $2.59万 | 0.00% | 760 | 312 | 69.6% | $1.06万 | 加仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $2.59万 | 0.00% | 1,015 | 516 | 103.4% | $1.32万 | 加仓 |
| DAC | DANAOS CORPORATION SHS | $2.59万 | 0.00% | 230 | 50 | 27.8% | $5,632 | 加仓 |
| — | U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | $2.59万 | 0.00% | 1,084 | 1,084 | — | $2.59万 | 新建仓 |
| RLJ | RLJ LODGING TR COM | $2.59万 | 0.00% | 3,492 | 299 | 9.4% | $2,219 | 加仓 |
| XRAY | DENTSPLY SIRONA INC COM | $2.59万 | 0.00% | 2,236 | -2,990 | -57.2% | -$3.47万 | 减仓 |
| CAE | CAE INC COM | $2.59万 | 0.00% | 996 | -215 | -17.8% | -$5,601 | 减仓 |
| KFRC | KFORCE INC COM | $2.61万 | 0.00% | 891 | -422 | -32.1% | -$1.23万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $2.61万 | 0.00% | 238 | 3 | 1.3% | $329 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD SHS | $2.61万 | 0.00% | 846 | 82 | 10.7% | $2,530 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $2.62万 | 0.00% | 1,889 | 701 | 59.0% | $9,710 | 加仓 |
| MBIN | MERCHANTS BANCORP IND COM | $2.62万 | 0.00% | 610 | 14 | 2.3% | $601 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $2.62万 | 0.00% | 497 | 40 | 8.8% | $2,108 | 加仓 |
| FIVN | FIVE9 INC COM | $2.62万 | 0.00% | 1,728 | 1,367 | 378.7% | $2.07万 | 加仓 |
| KRNY | KEARNY FINL CORP MD COM | $2.62万 | 0.00% | 3,473 | 25 | 0.7% | $189 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $2.63万 | 0.00% | 4,754 | 1,920 | 67.7% | $1.06万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC COM CL A | $2.63万 | 0.00% | 592 | -28 | -4.5% | -$1,243 | 减仓 |
| QNST | QUINSTREET INC COM | $2.63万 | 0.00% | 2,191 | 805 | 58.1% | $9,668 | 加仓 |
| SFL | SFL CORPORATION LTD SHS | $2.64万 | 0.00% | 2,444 | 367 | 17.7% | $3,960 | 加仓 |
| BLBD | BLUE BIRD CORP COM | $2.64万 | 0.00% | 465 | -15 | -3.1% | -$852 | 减仓 |
| — | GLOO HOLDINGS INC CL A | $2.65万 | 0.00% | 5,513 | 3,996 | 263.4% | $1.92万 | 加仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $2.66万 | 0.00% | 8,718 | 3,793 | 77.0% | $1.16万 | 加仓 |
| PEBO | PEOPLES BANCORP INC COM | $2.67万 | 0.00% | 813 | -4 | -0.5% | -$131 | 减仓 |
| CC | CHEMOURS CO COM | $2.68万 | 0.00% | 1,216 | -150 | -11.0% | -$3,305 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $2.68万 | 0.00% | 350 | 276 | 373.0% | $2.11万 | 加仓 |
| KOPN | KOPIN CORP COM | $2.69万 | 0.00% | 11,933 | -2,000 | -14.4% | -$4,500 | 减仓 |
| PRLB | PROTO LABS INC COM | $2.69万 | 0.00% | 471 | 20 | 4.4% | $1,140 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $2.69万 | 0.00% | 558 | -20 | -3.5% | -$964 | 减仓 |
| TRNO | TERRENO RLTY CORP COM | $2.69万 | 0.00% | 438 | 159 | 57.0% | $9,766 | 加仓 |
| CASH | PATHWARD FINANCIAL INC COM | $2.69万 | 0.00% | 302 | -45 | -13.0% | -$4,016 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC COM | $2.71万 | 0.00% | 2,150 | -428 | -16.6% | -$5,397 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $2.71万 | 0.00% | 2,461 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC COM | $2.72万 | 0.00% | 1,563 | 217 | 16.1% | $3,774 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $2.73万 | 0.00% | 2,225 | 177 | 8.6% | $2,170 | 加仓 |
| AAT | AMERICAN ASSETS TR INC COM | $2.73万 | 0.00% | 1,482 | -94 | -6.0% | -$1,731 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $2.73万 | 0.00% | 1,279 | 1,115 | 679.9% | $2.38万 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $2.73万 | 0.00% | 234 | 64 | 37.6% | $7,477 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $2.73万 | 0.00% | 1,276 | 96 | 8.1% | $2,057 | 加仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $2.73万 | 0.00% | 1,016 | -814 | -44.5% | -$2.19万 | 减仓 |
| — | DIANA SHIPPING INC COM | $2.74万 | 0.00% | 10,942 | 4,550 | 71.2% | $1.14万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $2.74万 | 0.00% | 1,157 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $2.74万 | 0.00% | 3,269 | 3,001 | 1,119.8% | $2.51万 | 加仓 |
| — | INVESCO ZACKS MULTI-ASSET INCOME ETF | $2.74万 | 0.00% | 1,012 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $2.74万 | 0.00% | 383 | -267 | -41.1% | -$1.91万 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $2.74万 | 0.00% | 314 | -25 | -7.4% | -$2,185 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $2.75万 | 0.00% | 527 | -36 | -6.4% | -$1,877 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $2.75万 | 0.00% | 768 | 428 | 125.9% | $1.53万 | 加仓 |
| — | PUTNAM BDC INCOME ETF | $2.76万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FLUSHING FINL CORP COM | $2.76万 | 0.00% | 1,797 | 98 | 5.8% | $1,505 | 加仓 |
| WRBY | WARBY PARKER INC CL A COM | $2.76万 | 0.00% | 1,310 | 673 | 105.7% | $1.42万 | 加仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $2.76万 | 0.00% | 3,513 | 473 | 15.6% | $3,718 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $2.76万 | 0.00% | 699 | 127 | 22.2% | $5,019 | 加仓 |
| IONQ | IONQ INC COM | $2.76万 | 0.00% | 959 | 656 | 216.5% | $1.89万 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $2.77万 | 0.00% | 3,136 | 2,479 | 377.3% | $2.19万 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $2.77万 | 0.00% | 1,360 | 163 | 13.6% | $3,315 | 加仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $2.77万 | 0.00% | 828 | -25 | -2.9% | -$835 | 减仓 |
| NBBK | NB BANCORP INC COM | $2.77万 | 0.00% | 1,315 | 29 | 2.3% | $611 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $2.77万 | 0.00% | 1,002 | 23 | 2.3% | $636 | 加仓 |
| LCID | LUCID GROUP INC COM NEW | $2.78万 | 0.00% | 2,914 | 2,740 | 1,574.7% | $2.61万 | 加仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $2.78万 | 0.00% | 926 | 727 | 365.3% | $2.18万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $2.79万 | 0.00% | 935 | 30 | 3.3% | $895 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $2.79万 | 0.00% | 108 | 33 | 44.0% | $8,525 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y COM | $2.80万 | 0.00% | 1,924 | 183 | 10.5% | $2,659 | 加仓 |
| CATY | CATHAY GEN BANCORP COM | $2.80万 | 0.00% | 561 | 104 | 22.8% | $5,185 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $2.80万 | 0.00% | 1,278 | 900 | 238.1% | $1.97万 | 加仓 |
| — | SUNOPTA INC COM | $2.81万 | 0.00% | 4,333 | -157 | -3.5% | -$1,017 | 减仓 |
| UNF | UNIFIRST CORP MASS COM | $2.82万 | 0.00% | 112 | 2 | 1.8% | $503 | 加仓 |
| — | BRASKEM S A SP ADR PFD A | $2.82万 | 0.00% | 7,704 | -875 | -10.2% | -$3,203 | 减仓 |
| ONDS | ONDAS INC COM NEW | $2.82万 | 0.00% | 3,120 | 3,063 | 5,373.7% | $2.77万 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $2.82万 | 0.00% | 540 | 39 | 7.8% | $2,038 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $2.83万 | 0.00% | 1,527 | 61 | 4.2% | $1,132 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $2.85万 | 0.00% | 3,040 | 986 | 48.0% | $9,229 | 加仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $2.85万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2.85万 | 0.00% | 280 | -42 | -13.0% | -$4,279 | 减仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $2.86万 | 0.00% | 846 | 846 | — | $2.86万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $2.86万 | 0.00% | 2,876 | 665 | 30.1% | $6,617 | 加仓 |
| STXF | STRIVE 500 ETF | $2.87万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC COM | $2.87万 | 0.00% | 1,231 | -66 | -5.1% | -$1,541 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR | $2.88万 | 0.00% | 2,536 | 347 | 15.9% | $3,938 | 加仓 |
| GFF | GRIFFON CORP COM | $2.89万 | 0.00% | 397 | -100 | -20.1% | -$7,268 | 减仓 |
| EQX | EQUINOX GOLD CORP COM | $2.89万 | 0.00% | 1,997 | 982 | 96.7% | $1.42万 | 加仓 |
| BTG | B2GOLD CORP COM | $2.89万 | 0.00% | 6,382 | 985 | 18.3% | $4,462 | 加仓 |
| SMR | NUSCALE PWR CORP CL A COM | $2.89万 | 0.00% | 2,668 | 504 | 23.3% | $5,463 | 加仓 |
| AIR | AAR CORP COM | $2.90万 | 0.00% | 265 | 19 | 7.7% | $2,080 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $2.91万 | 0.00% | 2,788 | 908 | 48.3% | $9,462 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. SHS PAR | $2.91万 | 0.00% | 1,265 | 264 | 26.4% | $6,064 | 加仓 |
| NVR | NVR INC COM | $2.91万 | 0.00% | 4 | -5 | -55.6% | -$3.64万 | 减仓 |
| NEOG | NEOGEN CORP COM | $2.92万 | 0.00% | 3,141 | 184 | 6.2% | $1,709 | 加仓 |
| VRNS | VARONIS SYS INC COM | $2.92万 | 0.00% | 1,360 | 839 | 161.0% | $1.80万 | 加仓 |
| MNDY | MONDAY COM LTD SHS | $2.94万 | 0.00% | 425 | 354 | 498.6% | $2.45万 | 加仓 |
| — | STELLAR BANCORP INC COM | $2.95万 | 0.00% | 805 | 46 | 6.1% | $1,684 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $2.96万 | 0.00% | 266 | -488 | -64.7% | -$5.43万 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $2.97万 | 0.00% | 162 | -3 | -1.8% | -$549 | 减仓 |
| SMBK | SMARTFINANCIAL INC COM NEW | $2.97万 | 0.00% | 760 | -9 | -1.2% | -$352 | 减仓 |
| QTTB | Q32 BIO INC COM | $2.98万 | 0.00% | 4,640 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW COM | $2.98万 | 0.00% | 4,780 | -379 | -7.3% | -$2,365 | 减仓 |