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 |
|---|---|---|---|---|---|---|---|---|
| KNSL | KINSALE CAP GROUP INC COM | $3.52万 | 0.00% | 103 | 4 | 4.0% | $1,367 | 加仓 |
| SM | SM ENERGY COMPANY COM | $3.52万 | 0.00% | 1,129 | 868 | 332.6% | $2.71万 | 加仓 |
| ALK | ALASKA AIR GROUP INC COM | $3.53万 | 0.00% | 959 | 69 | 7.8% | $2,538 | 加仓 |
| GNMA | ISHARES GNMA BOND ETF | $3.53万 | 0.00% | 796 | 341 | 74.9% | $1.51万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $3.53万 | 0.00% | 1,159 | 168 | 17.0% | $5,117 | 加仓 |
| FTDR | FRONTDOOR INC COM | $3.54万 | 0.00% | 669 | 128 | 23.7% | $6,766 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.54万 | 0.00% | 1,343 | 34 | 2.6% | $896 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $3.54万 | 0.00% | 709 | -137 | -16.2% | -$6,849 | 减仓 |
| TGTX | TG THERAPEUTICS INC COM | $3.55万 | 0.00% | 1,068 | 365 | 51.9% | $1.21万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $3.56万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $3.57万 | 0.00% | 3,103 | 705 | 29.4% | $8,115 | 加仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $3.58万 | 0.00% | 1,197 | -40 | -3.2% | -$1,195 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $3.58万 | 0.00% | 518 | 440 | 564.1% | $3.04万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | $3.58万 | 0.00% | 610 | 32 | 5.5% | $1,877 | 加仓 |
| JOYY | JOYY INC ADS REPSTG COM A | $3.58万 | 0.00% | 613 | 384 | 167.7% | $2.24万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC COM | $3.58万 | 0.00% | 540 | -185 | -25.5% | -$1.23万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $3.59万 | 0.00% | 424 | -267 | -38.6% | -$2.26万 | 减仓 |
| GIII | G III APPAREL GROUP LTD COM | $3.59万 | 0.00% | 1,297 | -165 | -11.3% | -$4,571 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $3.60万 | 0.00% | 4,332 | 614 | 16.5% | $5,096 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3.60万 | 0.00% | 162 | -2 | -1.2% | -$444 | 减仓 |
| TRST | TRUSTCO BK CORP N Y COM NEW | $3.60万 | 0.00% | 822 | 51 | 6.6% | $2,233 | 加仓 |
| LPG | DORIAN LPG LTD SHS USD | $3.60万 | 0.00% | 1,054 | 119 | 12.7% | $4,070 | 加仓 |
| BANC | BANC OF CALIFORNIA INC COM | $3.62万 | 0.00% | 2,060 | 37 | 1.8% | $650 | 加仓 |
| ASB | ASSOCIATED BANC-CORP COM | $3.63万 | 0.00% | 1,404 | 186 | 15.3% | $4,810 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $3.63万 | 0.00% | 2,759 | 76 | 2.8% | $1,001 | 加仓 |
| TX | TERNIUM SA SPONSORED ADS | $3.63万 | 0.00% | 905 | 201 | 28.6% | $8,070 | 加仓 |
| SKT | TANGER INC COM | $3.64万 | 0.00% | 1,071 | 103 | 10.6% | $3,500 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $3.64万 | 0.00% | 624 | -47 | -7.0% | -$2,741 | 减仓 |
| PEN | PENUMBRA INC COM | $3.64万 | 0.00% | 111 | 3 | 2.8% | $985 | 加仓 |
| BBT | BEACON FINANCIAL CORP. COM | $3.65万 | 0.00% | 1,218 | -63 | -4.9% | -$1,890 | 减仓 |
| BANR | BANNER CORP COM NEW | $3.66万 | 0.00% | 603 | -14 | -2.3% | -$849 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $3.67万 | 0.00% | 3,914 | 478 | 13.9% | $4,479 | 加仓 |
| BILI | BILIBILI INC SPONS ADS REP Z | $3.67万 | 0.00% | 1,628 | 706 | 76.6% | $1.59万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR | $3.68万 | 0.00% | 787 | -450 | -36.4% | -$2.10万 | 减仓 |
| CMRE | COSTAMARE INC SHS | $3.68万 | 0.00% | 2,179 | 422 | 24.0% | $7,132 | 加仓 |
| RLI | RLI CORP COM | $3.69万 | 0.00% | 647 | 162 | 33.4% | $9,240 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $3.69万 | 0.00% | 990 | 422 | 74.3% | $1.57万 | 加仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $3.69万 | 0.00% | 14,428 | 3,150 | 27.9% | $8,064 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $3.69万 | 0.00% | 1,962 | 853 | 76.9% | $1.61万 | 加仓 |
| FBNC | FIRST BANCORP N C COM | $3.70万 | 0.00% | 656 | -72 | -9.9% | -$4,057 | 减仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $3.70万 | 0.00% | 40,000 | 40,000 | — | $3.70万 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $3.70万 | 0.00% | 2,102 | 174 | 9.0% | $3,066 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $3.71万 | 0.00% | 1,999 | -400 | -16.7% | -$7,420 | 减仓 |
| CVI | CVR ENERGY INC COM | $3.71万 | 0.00% | 1,102 | 339 | 44.4% | $1.14万 | 加仓 |
| KSPI | KASPI KZ JSC SPONSORED ADS | $3.71万 | 0.00% | 501 | 483 | 2,683.3% | $3.58万 | 加仓 |
| ARDX | ARDELYX INC COM | $3.71万 | 0.00% | 6,199 | 763 | 14.0% | $4,570 | 加仓 |
| IESC | IES HOLDINGS INC COM | $3.72万 | 0.00% | 78 | 8 | 11.4% | $3,812 | 加仓 |
| — | VANGUARD HIGH-YIELD ACTIVE ETF | $3.72万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $3.73万 | 0.00% | 1,472 | -102 | -6.5% | -$2,583 | 减仓 |
| XMTR | XOMETRY INC CLASS A COM | $3.74万 | 0.00% | 915 | 2 | 0.2% | $82 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $3.74万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC COM | $3.74万 | 0.00% | 2,760 | 363 | 15.1% | $4,922 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $3.76万 | 0.00% | 5,413 | -150 | -2.7% | -$1,042 | 减仓 |
| NUGT | DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF | $3.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $3.77万 | 0.00% | 531 | 49 | 10.2% | $3,475 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $3.77万 | 0.00% | 504 | -7 | -1.4% | -$524 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC COM | $3.79万 | 0.00% | 1,132 | 117 | 11.5% | $3,915 | 加仓 |
| — | ISHARES MSCI AUSTRIA ETF | $3.80万 | 0.00% | 1,071 | 867 | 425.0% | $3.07万 | 加仓 |
| TFSL | TFS FINL CORP COM | $3.80万 | 0.00% | 2,706 | 841 | 45.1% | $1.18万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $3.80万 | 0.00% | 1,986 | 365 | 22.5% | $6,989 | 加仓 |
| LRN | STRIDE INC COM | $3.81万 | 0.00% | 432 | 225 | 108.7% | $1.98万 | 加仓 |
| CNS | COHEN & STEERS INC COM | $3.82万 | 0.00% | 610 | 287 | 88.9% | $1.80万 | 加仓 |
| STNE | STONECO LTD COM CL A | $3.82万 | 0.00% | 2,705 | 1,180 | 77.4% | $1.67万 | 加仓 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $3.83万 | 0.00% | 1,047 | 19 | 1.8% | $695 | 加仓 |
| FLNC | FLUENCE ENERGY INC COM CL A | $3.83万 | 0.00% | 2,782 | 672 | 31.8% | $9,247 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $3.84万 | 0.00% | 358 | -131 | -26.8% | -$1.41万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | $3.86万 | 0.00% | 512 | 163 | 46.7% | $1.23万 | 加仓 |
| STRA | STRATEGIC ED INC COM | $3.87万 | 0.00% | 466 | -152 | -24.6% | -$1.26万 | 减仓 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $3.87万 | 0.00% | 2,023 | -370 | -15.5% | -$7,074 | 减仓 |
| MGEE | MGE ENERGY INC COM | $3.88万 | 0.00% | 502 | 99 | 24.6% | $7,652 | 加仓 |
| UFPI | UFP INDUSTRIES INC COM | $3.90万 | 0.00% | 423 | -18 | -4.1% | -$1,658 | 减仓 |
| TPC | TUTOR PERINI CORP COM | $3.90万 | 0.00% | 505 | -31 | -5.8% | -$2,393 | 减仓 |
| — | AMICUS THERAPEUTIC COM | $3.90万 | 0.00% | 2,700 | -3,096 | -53.4% | -$4.48万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3.92万 | 0.00% | 548 | 200 | 57.5% | $1.43万 | 加仓 |
| SNAP | SNAP INC CL A | $3.92万 | 0.00% | 8,525 | 4,907 | 135.6% | $2.26万 | 加仓 |
| — | GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS | $3.93万 | 0.00% | 8,937 | 637 | 7.7% | $2,803 | 加仓 |
| FLCA | FRANKLIN FTSE CANADA ETF | $3.95万 | 0.00% | 807 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME COM | $3.95万 | 0.00% | 764 | -25 | -3.2% | -$1,294 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $3.96万 | 0.00% | 887 | 85 | 10.6% | $3,797 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $3.96万 | 0.00% | 7,773 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $3.97万 | 0.00% | 1,353 | 97 | 7.7% | $2,848 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $3.99万 | 0.00% | 2,169 | 276 | 14.6% | $5,073 | 加仓 |
| PENN | PENN ENTERTAINMENT INC COM | $3.99万 | 0.00% | 2,655 | -3,432 | -56.4% | -$5.16万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $3.99万 | 0.00% | 1,318 | 164 | 14.2% | $4,968 | 加仓 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $3.99万 | 0.00% | 1,768 | 163 | 10.2% | $3,682 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $4.00万 | 0.00% | 1,532 | -321 | -17.3% | -$8,372 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $4.00万 | 0.00% | 1,516 | 489 | 47.6% | $1.29万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $4.00万 | 0.00% | 6,685 | -3,286 | -33.0% | -$1.97万 | 减仓 |
| ACMR | ACM RESH INC COM CL A | $4.01万 | 0.00% | 1,019 | 74 | 7.8% | $2,912 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $4.01万 | 0.00% | 6,048 | 5,248 | 656.0% | $3.48万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC COM | $4.01万 | 0.00% | 1,026 | 157 | 18.1% | $6,142 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $4.02万 | 0.00% | 991 | 3 | 0.3% | $122 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $4.02万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $4.02万 | 0.00% | 1,151 | 232 | 25.2% | $8,102 | 加仓 |
| CFA | VICTORYSHARES US 500 VOLATILITY WTD ETF | $4.02万 | 0.00% | 440 | 1 | 0.2% | $91 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4.02万 | 0.00% | 805 | -115 | -12.5% | -$5,746 | 减仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $4.04万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST COM | $4.04万 | 0.00% | 874 | 176 | 25.2% | $8,142 | 加仓 |
| SXI | STANDEX INTL CORP COM | $4.05万 | 0.00% | 159 | 31 | 24.2% | $7,901 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.05万 | 0.00% | 993 | 0 | 0.0% | — | 不变 |