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 |
|---|---|---|---|---|---|---|---|---|
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $2.74万 | 0.00% | 1,631 | -1,472 | -47.4% | -$2.47万 | 减仓 |
| — | EAGLE POINT INCOME COMPANY INC COM | $2.75万 | 0.00% | 2,735 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC SPONS ADS REP Z | $2.76万 | 0.00% | 1,619 | -9 | -0.6% | -$153 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $2.76万 | 0.00% | 532 | -21 | -3.8% | -$1,090 | 减仓 |
| ARDX | ARDELYX INC COM | $2.77万 | 0.00% | 5,428 | -771 | -12.4% | -$3,932 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $2.77万 | 0.00% | 565 | -387 | -40.7% | -$1.90万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $2.78万 | 0.00% | 589 | -332 | -36.0% | -$1.56万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $2.78万 | 0.00% | 1,614 | -1,256 | -43.8% | -$2.16万 | 减仓 |
| DBX | DROPBOX INC CL A | $2.78万 | 0.00% | 1,011 | -1,041 | -50.7% | -$2.86万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $2.78万 | 0.00% | 1,227 | -1,112 | -47.5% | -$2.52万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $2.78万 | 0.00% | 2,285 | -1,629 | -41.6% | -$1.98万 | 减仓 |
| — | GLOBAL X HEALTHTECH ETF | $2.79万 | 0.00% | 1,010 | -1,454 | -59.0% | -$4.01万 | 减仓 |
| — | RED ROBIN GOURMET BURGERS INC COM | $2.80万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| SVV | SAVERS VALUE VLG INC COM | $2.80万 | 0.00% | 2,777 | 2,181 | 365.9% | $2.20万 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $2.81万 | 0.00% | 4,101 | 3,804 | 1,280.8% | $2.60万 | 加仓 |
| RIOT | RIOT PLATFORMS INC COM | $2.81万 | 0.00% | 1,027 | 75 | 7.9% | $2,053 | 加仓 |
| SHBI | SHORE BANCSHARES INC COM | $2.82万 | 0.00% | 1,230 | -990 | -44.6% | -$2.27万 | 减仓 |
| COUR | COURSERA INC COM | $2.82万 | 0.00% | 5,007 | 1,426 | 39.8% | $8,043 | 加仓 |
| ONON | ON HLDG AG NAMEN AKT A | $2.83万 | 0.00% | 798 | 38 | 5.0% | $1,346 | 加仓 |
| FSLY | FASTLY INC CL A | $2.83万 | 0.00% | 1,540 | -664 | -30.1% | -$1.22万 | 减仓 |
| SSL | SASOL LTD SPONSORED ADR | $2.83万 | 0.00% | 2,883 | -5,469 | -65.5% | -$5.37万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $2.83万 | 0.00% | 247 | 23 | 10.3% | $2,637 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | $2.84万 | 0.00% | 1,461 | -1,406 | -49.0% | -$2.74万 | 减仓 |
| CGAU | CENTERRA GOLD INC COM | $2.85万 | 0.00% | 1,794 | 1,794 | — | $2.85万 | 新建仓 |
| NBBK | NB BANCORP INC COM | $2.85万 | 0.00% | 1,348 | 33 | 2.5% | $697 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $2.86万 | 0.00% | 5,536 | -10,180 | -64.8% | -$5.25万 | 减仓 |
| TEM | TEMPUS AI INC CL A | $2.86万 | 0.00% | 494 | 91 | 22.6% | $5,270 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $2.86万 | 0.00% | 1,057 | -1,320 | -55.5% | -$3.57万 | 减仓 |
| AX | AXOS FINANCIAL INC COM | $2.86万 | 0.00% | 294 | -473 | -61.7% | -$4.61万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $2.87万 | 0.00% | 4,857 | 2,489 | 105.1% | $1.47万 | 加仓 |
| FCN | FTI CONSULTING INC COM | $2.88万 | 0.00% | 193 | -121 | -38.5% | -$1.80万 | 减仓 |
| MARA | MARA HOLDINGS INC COM | $2.88万 | 0.00% | 2,071 | 126 | 6.5% | $1,750 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $2.88万 | 0.00% | 776 | -1,124 | -59.2% | -$4.17万 | 减仓 |
| OKLO | OKLO INC COM CL A | $2.88万 | 0.00% | 551 | 318 | 136.5% | $1.66万 | 加仓 |
| SCL | STEPAN CO COM | $2.89万 | 0.00% | 518 | 48 | 10.2% | $2,675 | 加仓 |
| MMS | MAXIMUS INC COM | $2.89万 | 0.00% | 537 | -669 | -55.5% | -$3.60万 | 减仓 |
| — | GLOO HOLDINGS INC CL A | $2.89万 | 0.00% | 6,347 | 834 | 15.1% | $3,795 | 加仓 |
| PEBO | PEOPLES BANCORP INC COM | $2.89万 | 0.00% | 752 | -61 | -7.5% | -$2,343 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $2.89万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC SHS | $2.90万 | 0.00% | 2,791 | 1,076 | 62.7% | $1.12万 | 加仓 |
| MMI | MARCUS & MILLICHAP INC COM | $2.91万 | 0.00% | 935 | 158 | 20.3% | $4,925 | 加仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $2.92万 | 0.00% | 8,405 | -7,453 | -47.0% | -$2.59万 | 减仓 |
| — | INVESCO ZACKS MULTI-ASSET INCOME ETF | $2.92万 | 0.00% | 1,012 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $2.92万 | 0.00% | 327 | 103 | 46.0% | $9,193 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.92万 | 0.00% | 663 | -330 | -33.2% | -$1.45万 | 减仓 |
| SCHL | SCHOLASTIC CORP COM | $2.92万 | 0.00% | 635 | 110 | 21.0% | $5,060 | 加仓 |
| OFG | OFG BANCORP COM | $2.92万 | 0.00% | 596 | -743 | -55.5% | -$3.65万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC COM | $2.93万 | 0.00% | 409 | -405 | -49.8% | -$2.90万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $2.94万 | 0.00% | 2,714 | -5,834 | -68.2% | -$6.32万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $2.95万 | 0.00% | 982 | -1,046 | -51.6% | -$3.14万 | 减仓 |
| — | INSIGHT MOLECULAR DIA INC COM NEW | $2.95万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC CL A | $2.96万 | 0.00% | 222 | -223 | -50.1% | -$2.97万 | 减仓 |
| VISN | VISTANCE NETWORKS INC COM | $2.96万 | 0.00% | 2,317 | -95 | -3.9% | -$1,214 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $2.96万 | 0.00% | 1,327 | 1,205 | 987.7% | $2.69万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $2.96万 | 0.00% | 129 | -2 | -1.5% | -$460 | 减仓 |
| SKY | CHAMPION HOMES INC COM | $2.98万 | 0.00% | 338 | -1,192 | -77.9% | -$10.50万 | 减仓 |
| — | UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 | $2.99万 | 0.00% | 213 | 213 | — | $2.99万 | 新建仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $2.99万 | 0.00% | 48 | 12 | 33.3% | $7,484 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $2.99万 | 0.00% | 14,258 | -18,253 | -56.1% | -$3.83万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $3.00万 | 0.00% | 571 | 571 | — | $3.00万 | 新建仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $3.00万 | 0.00% | 329 | 1 | 0.3% | $91 | 加仓 |
| CHH | CHOICE HOTELS INTL INC COM | $3.01万 | 0.00% | 273 | -179 | -39.6% | -$1.97万 | 减仓 |
| MLKN | MILLERKNOLL INC COM | $3.01万 | 0.00% | 1,471 | 453 | 44.5% | $9,268 | 加仓 |
| AAT | AMERICAN ASSETS TR INC COM | $3.01万 | 0.00% | 1,220 | -262 | -17.7% | -$6,469 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $3.02万 | 0.00% | 359 | 237 | 194.3% | $1.99万 | 加仓 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $3.02万 | 0.00% | 2,249 | -2,401 | -51.6% | -$3.22万 | 减仓 |
| CLDT | CHATHAM LODGING TR COM | $3.03万 | 0.00% | 2,290 | -519 | -18.5% | -$6,866 | 减仓 |
| SB | SAFE BULKERS INC COM | $3.03万 | 0.00% | 4,802 | 4,339 | 937.1% | $2.74万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $3.04万 | 0.00% | 2,195 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD SHS | $3.04万 | 0.00% | 609 | -923 | -60.2% | -$4.60万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $3.04万 | 0.00% | 744 | -1,314 | -63.8% | -$5.36万 | 减仓 |
| MAC | MACERICH CO COM | $3.04万 | 0.00% | 1,205 | -130 | -9.7% | -$3,276 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $3.04万 | 0.00% | 417 | -484 | -53.7% | -$3.53万 | 减仓 |
| IAG | IAMGOLD CORP COM | $3.05万 | 0.00% | 1,924 | -788 | -29.1% | -$1.25万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $3.05万 | 0.00% | 82 | -26 | -24.1% | -$9,663 | 减仓 |
| IFS | INTERCORP FINL SVCS INC SHS | $3.05万 | 0.00% | 536 | 399 | 291.2% | $2.27万 | 加仓 |
| CLSK | CLEANSPARK INC COM NEW | $3.06万 | 0.00% | 2,100 | 1,256 | 148.8% | $1.83万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC COM NEW | $3.06万 | 0.00% | 345 | 266 | 336.7% | $2.36万 | 加仓 |
| NEXT | NEXTDECADE CORP COM | $3.06万 | 0.00% | 4,063 | -142 | -3.4% | -$1,071 | 减仓 |
| BKE | BUCKLE INC COM | $3.07万 | 0.00% | 728 | -195 | -21.1% | -$8,229 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $3.07万 | 0.00% | 239 | -178 | -42.7% | -$2.29万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $3.09万 | 0.00% | 535 | -352 | -39.7% | -$2.03万 | 减仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $3.09万 | 0.00% | 588 | -487 | -45.3% | -$2.56万 | 减仓 |
| PEN | PENUMBRA INC COM | $3.09万 | 0.00% | 98 | -13 | -11.7% | -$4,105 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $3.10万 | 0.00% | 154 | -69 | -30.9% | -$1.39万 | 减仓 |
| KSPI | KASPI KZ JSC SPONSORED ADS | $3.10万 | 0.00% | 358 | -143 | -28.5% | -$1.24万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $3.10万 | 0.00% | 721 | -47 | -6.1% | -$2,022 | 减仓 |
| GEN | GEN DIGITAL INC COM | $3.11万 | 0.00% | 1,249 | -2,127 | -63.0% | -$5.29万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $3.11万 | 0.00% | 1,529 | -1,509 | -49.7% | -$3.07万 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $3.11万 | 0.00% | 1,323 | -119 | -8.3% | -$2,799 | 减仓 |
| CHWY | CHEWY INC CL A | $3.11万 | 0.00% | 1,585 | -4,631 | -74.5% | -$9.10万 | 减仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $3.11万 | 0.00% | 431 | 6 | 1.4% | $434 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $3.12万 | 0.00% | 1,275 | 723 | 131.0% | $1.77万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $3.13万 | 0.00% | 823 | -48 | -5.5% | -$1,823 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $3.13万 | 0.00% | 257 | -23 | -8.2% | -$2,803 | 减仓 |
| AVNT | AVIENT CORPORATION COM | $3.13万 | 0.00% | 848 | -393 | -31.7% | -$1.45万 | 减仓 |
| DRAM | ROUNDHILL MEMORY ETF | $3.14万 | 0.00% | 425 | 425 | — | $3.14万 | 新建仓 |
| HELE | HELEN OF TROY LTD COM | $3.15万 | 0.00% | 1,082 | -100 | -8.5% | -$2,907 | 减仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $3.15万 | 0.00% | 1,284 | 12 | 0.9% | $294 | 加仓 |
| MCHB | MECHANICS BANCORP CL A | $3.15万 | 0.00% | 1,981 | 1,957 | 8,154.2% | $3.11万 | 加仓 |