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 |
|---|---|---|---|---|---|---|---|---|
| ITGR | INTEGER HLDGS CORP COM | $2.06万 | 0.00% | 220 | -140 | -38.9% | -$1.31万 | 减仓 |
| CXW | CORECIVIC INC COM | $2.06万 | 0.00% | 677 | 415 | 158.4% | $1.26万 | 加仓 |
| MGRC | MCGRATH RENTCORP COM | $2.06万 | 0.00% | 170 | 34 | 25.0% | $4,115 | 加仓 |
| RAMP | LIVERAMP HLDGS INC COM | $2.06万 | 0.00% | 548 | -404 | -42.4% | -$1.52万 | 减仓 |
| WSBF | WATERSTONE FINL INC MD COM | $2.07万 | 0.00% | 999 | -896 | -47.3% | -$1.86万 | 减仓 |
| AXTI | AXT INC COM | $2.08万 | 0.00% | 288 | 187 | 185.1% | $1.35万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC COM | $2.08万 | 0.00% | 281 | -250 | -47.1% | -$1.85万 | 减仓 |
| WNC | WABASH NATL CORP COM | $2.08万 | 0.00% | 1,541 | 393 | 34.2% | $5,306 | 加仓 |
| ABSI | ABSCI CORPORATION COM | $2.08万 | 0.00% | 1,796 | 347 | 23.9% | $4,022 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $2.09万 | 0.00% | 938 | -1,228 | -56.7% | -$2.73万 | 减仓 |
| OSPN | ONESPAN INC COM | $2.09万 | 0.00% | 1,454 | 788 | 118.3% | $1.13万 | 加仓 |
| JBGS | JBG SMITH PPTYS COM | $2.09万 | 0.00% | 1,427 | -1,654 | -53.7% | -$2.43万 | 减仓 |
| NEOG | NEOGEN CORP COM | $2.09万 | 0.00% | 2,330 | -811 | -25.8% | -$7,291 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $2.10万 | 0.00% | 5,636 | -2,328 | -29.2% | -$8,661 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.10万 | 0.00% | 364 | 2 | 0.6% | $115 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $2.10万 | 0.00% | 529 | -15 | -2.8% | -$595 | 减仓 |
| TNC | TENNANT CO COM | $2.10万 | 0.00% | 240 | 88 | 57.9% | $7,703 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2.10万 | 0.00% | 232 | 232 | — | $2.10万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW COM | $2.10万 | 0.00% | 414 | -693 | -62.6% | -$3.52万 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $2.10万 | 0.00% | 505 | 2 | 0.4% | $83 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $2.11万 | 0.00% | 871 | -489 | -36.0% | -$1.18万 | 减仓 |
| IMAX | IMAX CORP COM | $2.12万 | 0.00% | 531 | -580 | -52.2% | -$2.31万 | 减仓 |
| — | SELECT MED HLDGS CORP COM | $2.12万 | 0.00% | 1,283 | 619 | 93.2% | $1.02万 | 加仓 |
| NBTB | NBT BANCORP INC COM | $2.12万 | 0.00% | 430 | -316 | -42.4% | -$1.56万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $2.13万 | 0.00% | 147 | 90 | 157.9% | $1.30万 | 加仓 |
| RYZ | RYERSON HLDG CORP COM | $2.13万 | 0.00% | 866 | -617 | -41.6% | -$1.52万 | 减仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $2.13万 | 0.00% | 824 | 824 | — | $2.13万 | 新建仓 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $2.14万 | 0.00% | 2,338 | -99 | -4.1% | -$906 | 减仓 |
| URGN | UROGEN PHARMA LTD COM | $2.15万 | 0.00% | 584 | -12 | -2.0% | -$442 | 减仓 |
| — | WISDOMTREE GLOBAL DEFENSE FUND | $2.15万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC CL A | $2.15万 | 0.00% | 686 | -298 | -30.3% | -$9,348 | 减仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $2.16万 | 0.00% | 2,022 | -1,491 | -42.4% | -$1.59万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $2.16万 | 0.00% | 9,502 | -118 | -1.2% | -$268 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $2.16万 | 0.00% | 529 | -1,243 | -70.1% | -$5.08万 | 减仓 |
| BDC | BELDEN INC COM | $2.17万 | 0.00% | 181 | -237 | -56.7% | -$2.84万 | 减仓 |
| GNMA | ISHARES GNMA BOND ETF | $2.17万 | 0.00% | 491 | -305 | -38.3% | -$1.35万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $2.18万 | 0.00% | 1,309 | 265 | 25.4% | $4,423 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $2.19万 | 0.00% | 937 | -625 | -40.0% | -$1.46万 | 减仓 |
| ICLR | ICON PUB LTD CO SHS | $2.19万 | 0.00% | 126 | 48 | 61.5% | $8,338 | 加仓 |
| SM | SM ENERGY COMPANY COM | $2.19万 | 0.00% | 839 | -290 | -25.7% | -$7,569 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $2.19万 | 0.00% | 185 | -350 | -65.4% | -$4.15万 | 减仓 |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $2.19万 | 0.00% | 828 | 3 | 0.4% | $80 | 加仓 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $2.20万 | 0.00% | 540 | 178 | 49.2% | $7,238 | 加仓 |
| CSW | CSW INDUSTRIALS INC COM | $2.20万 | 0.00% | 79 | 13 | 19.7% | $3,618 | 加仓 |
| SONO | SONOS INC COM | $2.20万 | 0.00% | 1,626 | 498 | 44.1% | $6,738 | 加仓 |
| RRR | RED ROCK RESORTS INC CL A | $2.21万 | 0.00% | 339 | -45 | -11.7% | -$2,928 | 减仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $2.21万 | 0.00% | 3,502 | 2,617 | 295.7% | $1.65万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $2.21万 | 0.00% | 252 | -127 | -33.5% | -$1.12万 | 减仓 |
| UNTY | UNITY BANCORP INC COM | $2.22万 | 0.00% | 378 | 257 | 212.4% | $1.51万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $2.22万 | 0.00% | 895 | 202 | 29.1% | $5,015 | 加仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $2.23万 | 0.00% | 306 | 2 | 0.7% | $146 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND COM | $2.23万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $2.23万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $2.23万 | 0.00% | 2,693 | -695 | -20.5% | -$5,761 | 减仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $2.23万 | 0.00% | 4,569 | -1,967 | -30.1% | -$9,618 | 减仓 |
| SHAK | SHAKE SHACK INC CL A | $2.24万 | 0.00% | 399 | 362 | 978.4% | $2.03万 | 加仓 |
| — | MOTLEY FOOL SMALL-CAP GROWTH ETF | $2.24万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP COM | $2.24万 | 0.00% | 181 | 23 | 14.6% | $2,847 | 加仓 |
| MRTN | MARTEN TRANS LTD COM | $2.24万 | 0.00% | 1,292 | -278 | -17.7% | -$4,823 | 减仓 |
| RDWR | RADWARE LTD ORD | $2.24万 | 0.00% | 727 | 583 | 404.9% | $1.80万 | 加仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $2.25万 | 0.00% | 263 | -204 | -43.7% | -$1.74万 | 减仓 |
| CNX | CNX RES CORP COM | $2.25万 | 0.00% | 663 | -831 | -55.6% | -$2.82万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP SPONSORED ADS | $2.26万 | 0.00% | 781 | 438 | 127.7% | $1.26万 | 加仓 |
| — | SPROTT JUNIOR GOLD MINERS ETF | $2.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $2.27万 | 0.00% | 2,911 | -225 | -7.2% | -$1,753 | 减仓 |
| PRK | PARK NATL CORP COM | $2.27万 | 0.00% | 124 | -4 | -3.1% | -$732 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $2.28万 | 0.00% | 1,506 | 32 | 2.2% | $484 | 加仓 |
| IESC | IES HOLDINGS INC COM | $2.28万 | 0.00% | 31 | -47 | -60.3% | -$3.45万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $2.28万 | 0.00% | 1,174 | -349 | -22.9% | -$6,774 | 减仓 |
| FATE | FATE THERAPEUTICS INC COM | $2.28万 | 0.00% | 8,441 | 2,871 | 51.5% | $7,752 | 加仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $2.28万 | 0.00% | 12,007 | 6,392 | 113.8% | $1.21万 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $2.28万 | 0.00% | 241 | 75 | 45.2% | $7,106 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $2.29万 | 0.00% | 1,124 | 525 | 87.6% | $1.07万 | 加仓 |
| LAB | STANDARD BIOTOOLS INC COM | $2.29万 | 0.00% | 27,810 | 1,344 | 5.1% | $1,106 | 加仓 |
| — | NAVIENT CORPORATION COM | $2.29万 | 0.00% | 2,693 | 1,180 | 78.0% | $1.00万 | 加仓 |
| RXO | RXO INC COMMON STOCK | $2.30万 | 0.00% | 834 | 138 | 19.8% | $3,808 | 加仓 |
| LKFN | LAKELAND FINL CORP COM | $2.30万 | 0.00% | 373 | 120 | 47.4% | $7,406 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC CL A | $2.31万 | 0.00% | 272 | 195 | 253.2% | $1.65万 | 加仓 |
| NICE | NICE LTD SPONSORED ADR | $2.31万 | 0.00% | 254 | -128 | -33.5% | -$1.16万 | 减仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $2.31万 | 0.00% | 291 | -357 | -55.1% | -$2.84万 | 减仓 |
| STLA | STELLANTIS N.V SHS | $2.31万 | 0.00% | 4,028 | -1,812 | -31.0% | -$1.04万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $2.31万 | 0.00% | 289 | 101 | 53.7% | $8,082 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | $2.32万 | 0.00% | 363 | -149 | -29.1% | -$9,506 | 减仓 |
| RAL | RALLIANT CORP COM | $2.32万 | 0.00% | 315 | 113 | 55.9% | $8,320 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $2.32万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| NRC | NRC HEALTH COM NEW | $2.32万 | 0.00% | 1,077 | -1 | -0.1% | -$22 | 减仓 |
| SII | SPROTT INC COM NEW | $2.33万 | 0.00% | 207 | -194 | -48.4% | -$2.18万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $2.33万 | 0.00% | 294 | -224 | -43.2% | -$1.77万 | 减仓 |
| INSP | INSPIRE MED SYS INC COM | $2.33万 | 0.00% | 523 | -109 | -17.2% | -$4,862 | 减仓 |
| — | YALLA GROUP LTD ADS | $2.33万 | 0.00% | 4,251 | -5,951 | -58.3% | -$3.27万 | 减仓 |
| STNE | STONECO LTD COM CL A | $2.33万 | 0.00% | 2,153 | -552 | -20.4% | -$5,984 | 减仓 |
| PAYO | PAYONEER GLOBAL INC COM | $2.34万 | 0.00% | 3,281 | 501 | 18.0% | $3,567 | 加仓 |
| — | ALIGHT INC COM SHS CL A | $2.34万 | 0.00% | 41,741 | 41,741 | — | $2.34万 | 新建仓 |
| NUGT | DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF | $2.34万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC SPONSORED ADS | $2.34万 | 0.00% | 1,997 | -881 | -30.6% | -$1.03万 | 减仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $2.35万 | 0.00% | 595 | -331 | -35.7% | -$1.31万 | 减仓 |
| SAFT | SAFETY INS GROUP INC COM | $2.35万 | 0.00% | 314 | -348 | -52.6% | -$2.61万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $2.36万 | 0.00% | 1,315 | -3,154 | -70.6% | -$5.67万 | 减仓 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $2.37万 | 0.00% | 563 | 563 | — | $2.37万 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC COM | $2.37万 | 0.00% | 3,387 | -78 | -2.3% | -$545 | 减仓 |