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 |
|---|---|---|---|---|---|---|---|---|
| TRIN | TRINITY CAP INC COM | $2.99万 | 0.00% | 2,034 | 78 | 4.0% | $1,147 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $2.99万 | 0.00% | 3,623 | 523 | 16.9% | $4,320 | 加仓 |
| ANDE | ANDERSONS INC COM | $3.01万 | 0.00% | 419 | 133 | 46.5% | $9,547 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $3.01万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $3.02万 | 0.00% | 333 | 34 | 11.4% | $3,083 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $3.02万 | 0.00% | 893 | 893 | — | $3.02万 | 新建仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $3.02万 | 0.00% | 602 | 321 | 114.2% | $1.61万 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $3.03万 | 0.00% | 425 | -1 | -0.2% | -$71 | 减仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $3.04万 | 0.00% | 1,272 | 12 | 1.0% | $286 | 加仓 |
| ICL | ICL GROUP LTD SHS | $3.04万 | 0.00% | 5,890 | -479 | -7.5% | -$2,474 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REUNI SHS | $3.05万 | 0.00% | 1,420 | 194 | 15.8% | $4,165 | 加仓 |
| CART | MAPLEBEAR INC COM | $3.05万 | 0.00% | 814 | -812 | -49.9% | -$3.04万 | 减仓 |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $3.06万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $3.06万 | 0.00% | 540 | 279 | 106.9% | $1.58万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $3.07万 | 0.00% | 355 | 57 | 19.1% | $4,927 | 加仓 |
| TDOC | TELADOC HEALTH INC COM | $3.08万 | 0.00% | 5,657 | 4,945 | 694.5% | $2.70万 | 加仓 |
| — | GLOBAL X MSCI COLOMBIA ETF | $3.09万 | 0.00% | 782 | 782 | — | $3.09万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $3.10万 | 0.00% | 2,884 | -1,392 | -32.6% | -$1.50万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $3.10万 | 0.00% | 2,552 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $3.10万 | 0.00% | 336 | -114 | -25.3% | -$1.05万 | 减仓 |
| TNK | TEEKAY TANKERS LTD CL A | $3.11万 | 0.00% | 424 | -2 | -0.5% | -$147 | 减仓 |
| CROX | CROCS INC COM | $3.12万 | 0.00% | 376 | -776 | -67.4% | -$6.44万 | 减仓 |
| — | SPEAR ALPHA ETF | $3.13万 | 0.00% | 878 | -924 | -51.3% | -$3.29万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $3.13万 | 0.00% | 2,195 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | $3.14万 | 0.00% | 652 | 106 | 19.4% | $5,104 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $3.15万 | 0.00% | 1,562 | -42 | -2.6% | -$847 | 减仓 |
| ITGR | INTEGER HLDGS CORP COM | $3.17万 | 0.00% | 360 | 117 | 48.1% | $1.03万 | 加仓 |
| TPG | TPG INC COM CL A | $3.17万 | 0.00% | 783 | 108 | 16.0% | $4,373 | 加仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $3.17万 | 0.00% | 467 | 90 | 23.9% | $6,113 | 加仓 |
| — | ISHARES MSCI NORWAY ETF | $3.17万 | 0.00% | 859 | 859 | — | $3.17万 | 新建仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $3.17万 | 0.00% | 551 | -73 | -11.7% | -$4,206 | 减仓 |
| NBTB | NBT BANCORP INC COM | $3.18万 | 0.00% | 746 | 207 | 38.4% | $8,814 | 加仓 |
| SKYW | SKYWEST INC COM | $3.18万 | 0.00% | 346 | -27 | -7.2% | -$2,479 | 减仓 |
| LYTS | LSI INDS INC OHIO COM | $3.18万 | 0.00% | 1,711 | -318 | -15.7% | -$5,915 | 减仓 |
| MSBI | MIDLAND STATES BANCORP INC COM | $3.19万 | 0.00% | 1,429 | 40 | 2.9% | $892 | 加仓 |
| — | AVANOS MED INC COM | $3.19万 | 0.00% | 2,276 | -220 | -8.8% | -$3,082 | 减仓 |
| PD | PAGERDUTY INC COM | $3.19万 | 0.00% | 5,136 | 4,147 | 419.3% | $2.58万 | 加仓 |
| HOMB | HOME BANCSHARES INC COM | $3.20万 | 0.00% | 1,189 | 63 | 5.6% | $1,697 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $3.21万 | 0.00% | 1,518 | -163 | -9.7% | -$3,449 | 减仓 |
| NEXT | NEXTDECADE CORP COM | $3.22万 | 0.00% | 4,205 | 3,161 | 302.8% | $2.42万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $3.22万 | 0.00% | 1,718 | -280 | -14.0% | -$5,250 | 减仓 |
| SPSC | SPS COMM INC COM | $3.23万 | 0.00% | 580 | -554 | -48.9% | -$3.08万 | 减仓 |
| HGTY | HAGERTY INC CL A COM | $3.23万 | 0.00% | 3,072 | 1,591 | 107.4% | $1.68万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $3.25万 | 0.00% | 2,164 | 970 | 81.2% | $1.46万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC COM | $3.25万 | 0.00% | 6,142 | 1,772 | 40.5% | $9,374 | 加仓 |
| BTU | PEABODY ENERGY CORP COM | $3.25万 | 0.00% | 987 | 99 | 11.1% | $3,262 | 加仓 |
| INSP | INSPIRE MED SYS INC COM | $3.26万 | 0.00% | 632 | 580 | 1,115.4% | $2.99万 | 加仓 |
| KURA | KURA ONCOLOGY INC COM | $3.26万 | 0.00% | 4,010 | -1,732 | -30.2% | -$1.41万 | 减仓 |
| UNFI | UNITED NAT FOODS INC COM | $3.27万 | 0.00% | 725 | -161 | -18.2% | -$7,255 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD COM | $3.27万 | 0.00% | 2,971 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA XRP ETF | $3.28万 | 0.00% | 8,888 | 8,888 | — | $3.28万 | 新建仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $3.28万 | 0.00% | 904 | 833 | 1,173.2% | $3.02万 | 加仓 |
| CBT | CABOT CORP COM | $3.28万 | 0.00% | 436 | 57 | 15.0% | $4,293 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $3.29万 | 0.00% | 1,058 | 71 | 7.2% | $2,207 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $3.30万 | 0.00% | 1,455 | 531 | 57.5% | $1.20万 | 加仓 |
| VET | VERMILION ENERGY INC COM | $3.30万 | 0.00% | 2,397 | 1,714 | 251.0% | $2.36万 | 加仓 |
| CRK | COMSTOCK RES INC COM | $3.31万 | 0.00% | 1,568 | 371 | 31.0% | $7,821 | 加仓 |
| BMI | BADGER METER INC COM | $3.31万 | 0.00% | 217 | -2 | -0.9% | -$305 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $3.31万 | 0.00% | 1,442 | -484 | -25.1% | -$1.11万 | 减仓 |
| ANL | ADLAI NORTYE LTD SPONSORED ADS | $3.32万 | 0.00% | 4,794 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $3.32万 | 0.00% | 510 | 510 | — | $3.32万 | 新建仓 |
| RYZ | RYERSON HLDG CORP COM | $3.33万 | 0.00% | 1,483 | 1,091 | 278.3% | $2.45万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $3.33万 | 0.00% | 2,095 | 1,406 | 204.1% | $2.24万 | 加仓 |
| HCC | WARRIOR MET COAL INC COM | $3.34万 | 0.00% | 359 | -92 | -20.4% | -$8,570 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHS | $3.35万 | 0.00% | 313 | 98 | 45.6% | $1.05万 | 加仓 |
| FFBC | 1ST FINL BANCORP COM | $3.35万 | 0.00% | 1,201 | 122 | 11.3% | $3,401 | 加仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $3.35万 | 0.00% | 419 | 33 | 8.5% | $2,642 | 加仓 |
| KRC | KILROY REALTY CORP COM | $3.35万 | 0.00% | 1,189 | -292 | -19.7% | -$8,237 | 减仓 |
| ASTE | ASTEC INDS INC COM | $3.37万 | 0.00% | 626 | 32 | 5.4% | $1,723 | 加仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $3.37万 | 0.00% | 1,936 | 134 | 7.4% | $2,333 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY COM | $3.37万 | 0.00% | 2,071 | -4 | -0.2% | -$65 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $3.38万 | 0.00% | 862 | 98 | 12.8% | $3,838 | 加仓 |
| SITM | SITIME CORP COM | $3.38万 | 0.00% | 98 | -5 | -4.9% | -$1,727 | 减仓 |
| WB | WEIBO CORP SPONSORED ADR | $3.39万 | 0.00% | 3,876 | 2,990 | 337.5% | $2.62万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3.40万 | 0.00% | 924 | 231 | 33.3% | $8,490 | 加仓 |
| LXFR | LUXFER HLDGS PLC SHS | $3.40万 | 0.00% | 2,793 | 1,083 | 63.3% | $1.32万 | 加仓 |
| — | NUVALENT INC COM | $3.41万 | 0.00% | 333 | 195 | 141.3% | $2.00万 | 加仓 |
| WSBF | WATERSTONE FINL INC MD COM | $3.42万 | 0.00% | 1,895 | -43 | -2.2% | -$775 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $3.43万 | 0.00% | 871 | 90 | 11.5% | $3,545 | 加仓 |
| AMBA | AMBARELLA INC SHS | $3.44万 | 0.00% | 668 | 252 | 60.6% | $1.30万 | 加仓 |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | $3.44万 | 0.00% | 5,804 | 4,153 | 251.5% | $2.46万 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION COM | $3.44万 | 0.00% | 255 | 129 | 102.4% | $1.74万 | 加仓 |
| OTTR | OTTER TAIL CORP COM | $3.45万 | 0.00% | 393 | 17 | 4.5% | $1,492 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $3.46万 | 0.00% | 5,899 | 116 | 2.0% | $680 | 加仓 |
| PTIN | PACER TRENDPILOT INTERNATIONAL ETF | $3.46万 | 0.00% | 1,063 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $3.46万 | 0.00% | 436 | 99 | 29.4% | $7,855 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $3.47万 | 0.00% | 837 | 561 | 203.3% | $2.32万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.47万 | 0.00% | 379 | 254 | 203.2% | $2.32万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $3.47万 | 0.00% | 4,074 | -280 | -6.4% | -$2,386 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $3.47万 | 0.00% | 131 | 16 | 13.9% | $4,242 | 加仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $3.48万 | 0.00% | 386 | 386 | — | $3.48万 | 新建仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $3.49万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL COM | $3.49万 | 0.00% | 72 | 15 | 26.3% | $7,264 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $3.50万 | 0.00% | 339 | 26 | 8.3% | $2,683 | 加仓 |
| OPLN | OPENLANE INC COM | $3.51万 | 0.00% | 1,203 | -206 | -14.6% | -$6,005 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION COM | $3.51万 | 0.00% | 556 | 24 | 4.5% | $1,517 | 加仓 |
| GTY | GETTY RLTY CORP NEW COM | $3.51万 | 0.00% | 1,105 | 147 | 15.3% | $4,675 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $3.52万 | 0.00% | 6,383 | 1,982 | 45.0% | $1.09万 | 加仓 |
| MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $3.52万 | 0.00% | 1,715 | -7,673 | -81.7% | -$15.74万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.52万 | 0.00% | 593 | 228 | 62.5% | $1.35万 | 加仓 |