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 |
|---|---|---|---|---|---|---|---|---|
| FBK | FB FINL CORP COM | $2.37万 | 0.00% | 428 | -478 | -52.8% | -$2.65万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $2.37万 | 0.00% | 2,406 | 1,604 | 200.0% | $1.58万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | $2.37万 | 0.00% | 210 | -252 | -54.5% | -$2.85万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $2.38万 | 0.00% | 299 | 27 | 9.9% | $2,148 | 加仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $2.38万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC COM | $2.38万 | 0.00% | 594 | 411 | 224.6% | $1.65万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $2.38万 | 0.00% | 220 | -284 | -56.3% | -$3.08万 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $2.39万 | 0.00% | 678 | -380 | -35.9% | -$1.34万 | 减仓 |
| BCO | BRINKS CO COM | $2.39万 | 0.00% | 253 | -289 | -53.3% | -$2.73万 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC COM | $2.39万 | 0.00% | 938 | 240 | 34.4% | $6,127 | 加仓 |
| SDRL | SEADRILL LTD COM | $2.41万 | 0.00% | 636 | -403 | -38.8% | -$1.52万 | 减仓 |
| NIO | NIO INC SPON ADS | $2.42万 | 0.00% | 4,779 | -3,236 | -40.4% | -$1.64万 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $2.42万 | 0.00% | 249 | -189 | -43.2% | -$1.84万 | 减仓 |
| QXO | QXO INC COM NEW | $2.42万 | 0.00% | 1,400 | 1,269 | 968.7% | $2.19万 | 加仓 |
| NUVB | NUVATION BIO INC COM CL A | $2.42万 | 0.00% | 4,264 | -37 | -0.9% | -$210 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION COM | $2.42万 | 0.00% | 313 | -243 | -43.7% | -$1.88万 | 减仓 |
| TDAY | USA TODAY CO INC COM | $2.43万 | 0.00% | 2,847 | 40 | 1.4% | $342 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $2.43万 | 0.00% | 1,078 | 351 | 48.3% | $7,926 | 加仓 |
| — | WEAVE COMMUNICATIONS INC COM | $2.44万 | 0.00% | 4,067 | 944 | 30.2% | $5,654 | 加仓 |
| SG | SWEETGREEN INC COM CL A | $2.44万 | 0.00% | 2,766 | 256 | 10.2% | $2,255 | 加仓 |
| WB | WEIBO CORP SPONSORED ADR | $2.44万 | 0.00% | 3,364 | -512 | -13.2% | -$3,717 | 减仓 |
| GEF | GREIF INC CL A | $2.44万 | 0.00% | 328 | 6 | 1.9% | $447 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $2.45万 | 0.00% | 631 | -100 | -13.7% | -$3,877 | 减仓 |
| DIOD | DIODES INC COM | $2.45万 | 0.00% | 224 | -74 | -24.8% | -$8,098 | 减仓 |
| FROG | JFROG LTD ORD SHS | $2.45万 | 0.00% | 270 | -145 | -34.9% | -$1.32万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $2.46万 | 0.00% | 1,888 | -900 | -32.3% | -$1.17万 | 减仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $2.46万 | 0.00% | 6,321 | -11,478 | -64.5% | -$4.46万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $2.46万 | 0.00% | 1,026 | 24 | 2.4% | $576 | 加仓 |
| ASAN | ASANA INC CL A | $2.46万 | 0.00% | 3,515 | 85 | 2.5% | $595 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $2.46万 | 0.00% | 370 | 15 | 4.2% | $998 | 加仓 |
| GNW | GENWORTH FINL INC COM SHS | $2.46万 | 0.00% | 2,601 | -6,421 | -71.2% | -$6.08万 | 减仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $2.46万 | 0.00% | 336 | -336 | -50.0% | -$2.46万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $2.47万 | 0.00% | 633 | -291 | -31.5% | -$1.14万 | 减仓 |
| KBH | KB HOME COM | $2.47万 | 0.00% | 395 | -369 | -48.3% | -$2.31万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO COM | $2.48万 | 0.00% | 1,870 | -1,125 | -37.6% | -$1.49万 | 减仓 |
| GMED | GLOBUS MED INC CL A | $2.49万 | 0.00% | 315 | -884 | -73.7% | -$6.98万 | 减仓 |
| STBA | S & T BANCORP INC COM | $2.50万 | 0.00% | 509 | -592 | -53.8% | -$2.91万 | 减仓 |
| DAN | DANA INC COM | $2.51万 | 0.00% | 921 | -1,326 | -59.0% | -$3.61万 | 减仓 |
| SYNA | SYNAPTICS INC COM | $2.51万 | 0.00% | 202 | -72 | -26.3% | -$8,945 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2.51万 | 0.00% | 2,738 | 452 | 19.8% | $4,149 | 加仓 |
| SGDM | SPROTT GOLD MINERS ETF | $2.51万 | 0.00% | 400 | 400 | — | $2.51万 | 新建仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $2.53万 | 0.00% | 692 | -979 | -58.6% | -$3.58万 | 减仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $2.53万 | 0.00% | 823 | 1 | 0.1% | $31 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $2.53万 | 0.00% | 381 | -230 | -37.6% | -$1.53万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.53万 | 0.00% | 748 | -910 | -54.9% | -$3.08万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $2.53万 | 0.00% | 1,226 | -306 | -20.0% | -$6,325 | 减仓 |
| MNKD | MANNKIND CORP COM NEW | $2.54万 | 0.00% | 5,955 | 4,708 | 377.5% | $2.01万 | 加仓 |
| EPU | ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF | $2.54万 | 0.00% | 305 | 305 | — | $2.54万 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $2.55万 | 0.00% | 899 | 596 | 196.7% | $1.69万 | 加仓 |
| AMPL | AMPLITUDE INC COM CL A | $2.56万 | 0.00% | 3,340 | 1,892 | 130.7% | $1.45万 | 加仓 |
| — | EXPRO LTD ORD SHS | $2.56万 | 0.00% | 1,731 | 1,731 | — | $2.56万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $2.56万 | 0.00% | 2,558 | 1,552 | 154.3% | $1.55万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $2.56万 | 0.00% | 978 | -179 | -15.5% | -$4,683 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $2.56万 | 0.00% | 849 | -1,033 | -54.9% | -$3.12万 | 减仓 |
| — | LEVERAGE SHARES 2X SHORT SPCX DAILY ETF | $2.56万 | 0.00% | 2,500 | 2,500 | — | $2.56万 | 新建仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $2.56万 | 0.00% | 719 | -109 | -13.2% | -$3,886 | 减仓 |
| VSTS | VESTIS CORPORATION COM SHS | $2.58万 | 0.00% | 1,774 | 460 | 35.0% | $6,679 | 加仓 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $2.58万 | 0.00% | 1,610 | 615 | 61.8% | $9,846 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $2.58万 | 0.00% | 365 | -175 | -32.4% | -$1.24万 | 减仓 |
| KELYA | KELLY SVCS INC CL A | $2.59万 | 0.00% | 2,109 | 1,192 | 130.0% | $1.46万 | 加仓 |
| XP | XP INC CL A | $2.60万 | 0.00% | 1,599 | -872 | -35.3% | -$1.42万 | 减仓 |
| CYRX | CRYOPORT INC COM PAR $0.001 | $2.60万 | 0.00% | 1,658 | -167 | -9.2% | -$2,622 | 减仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $2.61万 | 0.00% | 519 | 3 | 0.6% | $151 | 加仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $2.61万 | 0.00% | 2,015 | -2,473 | -55.1% | -$3.20万 | 减仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $2.62万 | 0.00% | 261 | 2 | 0.8% | $201 | 加仓 |
| ABM | ABM INDS INC COM | $2.62万 | 0.00% | 593 | 155 | 35.4% | $6,857 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $2.63万 | 0.00% | 1,075 | -887 | -45.2% | -$2.17万 | 减仓 |
| TSME | THRIVENT SMALL-MID CAP EQUITY ETF | $2.63万 | 0.00% | 502 | 500 | 25,000.0% | $2.62万 | 加仓 |
| HCI | HCI GROUP INC COM | $2.63万 | 0.00% | 150 | -211 | -58.4% | -$3.70万 | 减仓 |
| BKU | BANKUNITED INC COM | $2.64万 | 0.00% | 544 | -630 | -53.7% | -$3.05万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $2.64万 | 0.00% | 314 | -308 | -49.5% | -$2.59万 | 减仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $2.64万 | 0.00% | 3,189 | 579 | 22.2% | $4,794 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $2.64万 | 0.00% | 700 | -2 | -0.3% | -$75 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $2.64万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO COM | $2.65万 | 0.00% | 866 | 72 | 9.1% | $2,207 | 加仓 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | $2.65万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL COM | $2.67万 | 0.00% | 144 | 122 | 554.5% | $2.26万 | 加仓 |
| CART | MAPLEBEAR INC COM | $2.68万 | 0.00% | 565 | -249 | -30.6% | -$1.18万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $2.68万 | 0.00% | 1,493 | -614 | -29.1% | -$1.10万 | 减仓 |
| CRNC | CERENCE INC COM | $2.68万 | 0.00% | 2,368 | 635 | 36.6% | $7,188 | 加仓 |
| ICL | ICL GROUP LTD SHS | $2.68万 | 0.00% | 5,385 | -505 | -8.6% | -$2,515 | 减仓 |
| ALRS | ALERUS FINL CORP COM | $2.68万 | 0.00% | 863 | 32 | 3.9% | $995 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $2.68万 | 0.00% | 240 | -247 | -50.7% | -$2.76万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $2.69万 | 0.00% | 376 | -18 | -4.6% | -$1,287 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COM | $2.69万 | 0.00% | 818 | -870 | -51.5% | -$2.87万 | 减仓 |
| — | APOGEE THERAPEUTICS INC COM | $2.69万 | 0.00% | 203 | -442 | -68.5% | -$5.87万 | 减仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $2.69万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC COM | $2.70万 | 0.00% | 739 | -393 | -34.7% | -$1.43万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $2.70万 | 0.00% | 758 | -1,537 | -67.0% | -$5.48万 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $2.70万 | 0.00% | 8,612 | -9,247 | -51.8% | -$2.90万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $2.71万 | 0.00% | 465 | -1,609 | -77.6% | -$9.39万 | 减仓 |
| — | PUTNAM BDC INCOME ETF | $2.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $2.72万 | 0.00% | 2,579 | -1,945 | -43.0% | -$2.05万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. COM | $2.73万 | 0.00% | 896 | -322 | -26.4% | -$9,805 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $2.73万 | 0.00% | 1,281 | 690 | 116.8% | $1.47万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | $2.73万 | 0.00% | 427 | -225 | -34.5% | -$1.44万 | 减仓 |
| WK | WORKIVA INC COM CL A | $2.73万 | 0.00% | 563 | 493 | 704.3% | $2.39万 | 加仓 |
| SFIX | STITCH FIX INC COM CL A | $2.73万 | 0.00% | 6,646 | 1,334 | 25.1% | $5,483 | 加仓 |
| FRME | FIRST MERCHANTS CORP COM | $2.73万 | 0.00% | 626 | -520 | -45.4% | -$2.27万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR | $2.74万 | 0.00% | 548 | -239 | -30.4% | -$1.20万 | 减仓 |