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 |
|---|---|---|---|---|---|---|---|---|
| CBZ | CBIZ INC COM | $4.06万 | 0.00% | 1,512 | 1,315 | 667.5% | $3.53万 | 加仓 |
| ZG | ZILLOW GROUP INC CL A | $4.07万 | 0.00% | 984 | 637 | 183.6% | $2.64万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $4.08万 | 0.00% | 1,048 | 255 | 32.2% | $9,937 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $4.09万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $4.09万 | 0.00% | 958 | 311 | 48.1% | $1.33万 | 加仓 |
| KMT | KENNAMETAL INC COM | $4.11万 | 0.00% | 1,137 | 176 | 18.3% | $6,359 | 加仓 |
| UDR | UDR INC COM | $4.12万 | 0.00% | 1,219 | 574 | 89.0% | $1.94万 | 加仓 |
| SRCE | 1ST SOURCE CORP COM | $4.12万 | 0.00% | 595 | 30 | 5.3% | $2,076 | 加仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $4.12万 | 0.00% | 816 | -1,327 | -61.9% | -$6.71万 | 减仓 |
| STLA | STELLANTIS N.V SHS | $4.14万 | 0.00% | 5,840 | 27 | 0.5% | $191 | 加仓 |
| SHBI | SHORE BANCSHARES INC COM | $4.15万 | 0.00% | 2,220 | 52 | 2.4% | $971 | 加仓 |
| — | WM TECHNOLOGY INC CL A | $4.15万 | 0.00% | 62,989 | 1,833 | 3.0% | $1,207 | 加仓 |
| BY | BYLINE BANCORP INC COM | $4.16万 | 0.00% | 1,317 | 146 | 12.5% | $4,609 | 加仓 |
| POWI | POWER INTEGRATIONS INC COM | $4.17万 | 0.00% | 814 | 453 | 125.5% | $2.32万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $4.17万 | 0.00% | 535 | -183 | -25.5% | -$1.43万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $4.17万 | 0.00% | 767 | -2 | -0.3% | -$109 | 减仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $4.19万 | 0.00% | 672 | 336 | 100.0% | $2.09万 | 加仓 |
| BOKF | BOK FINL CORP COM NEW | $4.19万 | 0.00% | 327 | 52 | 18.9% | $6,659 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $4.19万 | 0.00% | 4,514 | 806 | 21.7% | $7,480 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $4.20万 | 0.00% | 855 | -17 | -1.9% | -$836 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $4.21万 | 0.00% | 413 | 56 | 15.7% | $5,709 | 加仓 |
| NICE | NICE LTD SPONSORED ADR | $4.21万 | 0.00% | 382 | 168 | 78.5% | $1.85万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $4.21万 | 0.00% | 4,944 | -1,260 | -20.3% | -$1.07万 | 减仓 |
| IMAX | IMAX CORP COM | $4.22万 | 0.00% | 1,111 | 170 | 18.1% | $6,462 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $4.23万 | 0.00% | 1,272 | 14 | 1.1% | $466 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $4.23万 | 0.00% | 1,902 | 461 | 32.0% | $1.03万 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $4.24万 | 0.00% | 2,166 | 529 | 32.3% | $1.03万 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $4.24万 | 0.00% | 1,408 | -1,539 | -52.2% | -$4.64万 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $4.27万 | 0.00% | 1,610 | 686 | 74.2% | $1.82万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOME COM | $4.27万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON COM | $4.27万 | 0.00% | 344 | 117 | 51.5% | $1.45万 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $4.28万 | 0.00% | 1,207 | -294 | -19.6% | -$1.04万 | 减仓 |
| — | TOPBUILD COR COM | $4.29万 | 0.00% | 122 | 17 | 16.2% | $5,972 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $4.29万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| SMPL | SIMPLY GOOD FOODS CO COM | $4.30万 | 0.00% | 2,995 | 2,125 | 244.3% | $3.05万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $4.32万 | 0.00% | 939 | -4,963 | -84.1% | -$22.81万 | 减仓 |
| CIFR | CIPHER DIGITAL INC COM | $4.32万 | 0.00% | 3,357 | 2,423 | 259.4% | $3.12万 | 加仓 |
| ELF | E L F BEAUTY INC COM | $4.32万 | 0.00% | 713 | 564 | 378.5% | $3.42万 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $4.33万 | 0.00% | 6,536 | 1,391 | 27.0% | $9,223 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $4.36万 | 0.00% | 223 | 36 | 19.3% | $7,035 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $4.36万 | 0.00% | 976 | 73 | 8.1% | $3,261 | 加仓 |
| — | SOHU COM LTD SPONSORED ADS | $4.38万 | 0.00% | 2,834 | 1,241 | 77.9% | $1.92万 | 加仓 |
| KMPR | KEMPER CORP COM | $4.38万 | 0.00% | 1,433 | -179 | -11.1% | -$5,470 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $4.38万 | 0.00% | 471 | 60 | 14.6% | $5,585 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $4.39万 | 0.00% | 4,173 | 4,173 | — | $4.39万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC COM | $4.39万 | 0.00% | 2,412 | -641 | -21.0% | -$1.17万 | 减仓 |
| MANU | MANCHESTER UTD PLC NEW ORD CL A | $4.39万 | 0.00% | 2,611 | 1,076 | 70.1% | $1.81万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $4.40万 | 0.00% | 6,909 | 5,404 | 359.1% | $3.44万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $4.40万 | 0.00% | 12,164 | 855 | 7.6% | $3,095 | 加仓 |
| SMB | VANECK SHORT MUNI ETF | $4.40万 | 0.00% | 2,546 | -17,431 | -87.3% | -$30.15万 | 减仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $4.42万 | 0.00% | 1,218 | 0 | 0.0% | — | 不变 |
| — | LONG POND REAL ESTATE SELECT ETF | $4.42万 | 0.00% | 1,698 | 1,698 | — | $4.42万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC COM | $4.42万 | 0.00% | 3,486 | -221 | -6.0% | -$2,805 | 减仓 |
| IPAR | INTERPARFUMS INC COM | $4.42万 | 0.00% | 487 | 124 | 34.2% | $1.13万 | 加仓 |
| FRME | FIRST MERCHANTS CORP COM | $4.44万 | 0.00% | 1,146 | 133 | 13.1% | $5,151 | 加仓 |
| WYNN | WYNN RESORTS LTD COM | $4.45万 | 0.00% | 438 | 11 | 2.6% | $1,117 | 加仓 |
| DNOW | DNOW INC COM | $4.45万 | 0.00% | 3,734 | 105 | 2.9% | $1,251 | 加仓 |
| SERV | SERVE ROBOTICS INC COM | $4.45万 | 0.00% | 5,274 | 2,082 | 65.2% | $1.76万 | 加仓 |
| ABVX | ABIVAX SA SPONSORED ADS | $4.45万 | 0.00% | 400 | 25 | 6.7% | $2,784 | 加仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $4.46万 | 0.00% | 259 | 5 | 2.0% | $861 | 加仓 |
| — | GATES INDL CORP PLC ORD SHS | $4.46万 | 0.00% | 1,973 | 173 | 9.6% | $3,912 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $4.47万 | 0.00% | 2,677 | 148 | 5.9% | $2,469 | 加仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $4.47万 | 0.00% | 713 | 173 | 32.0% | $1.08万 | 加仓 |
| WDFC | WD 40 CO COM | $4.47万 | 0.00% | 219 | 48 | 28.1% | $9,789 | 加仓 |
| UMBF | UMB FINL CORP COM | $4.47万 | 0.00% | 396 | 17 | 4.5% | $1,917 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $4.47万 | 0.00% | 725 | -1 | -0.1% | -$62 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $4.48万 | 0.00% | 721 | 196 | 37.3% | $1.22万 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $4.48万 | 0.00% | 865 | 865 | — | $4.48万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $4.49万 | 0.00% | 260 | -32 | -11.0% | -$5,520 | 减仓 |
| — | SEALED AIR CORP NEW COM | $4.49万 | 0.00% | 1,067 | -593 | -35.7% | -$2.49万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $4.49万 | 0.00% | 323 | -19 | -5.6% | -$2,640 | 减仓 |
| JBGS | JBG SMITH PPTYS COM | $4.50万 | 0.00% | 3,081 | 418 | 15.7% | $6,107 | 加仓 |
| AVNT | AVIENT CORPORATION COM | $4.50万 | 0.00% | 1,241 | 424 | 51.9% | $1.54万 | 加仓 |
| MRX | MAREX GROUP PLC ORD | $4.51万 | 0.00% | 1,011 | 106 | 11.7% | $4,726 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC COM | $4.51万 | 0.00% | 382 | 74 | 24.0% | $8,733 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $4.51万 | 0.00% | 753 | -562 | -42.7% | -$3.37万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $4.51万 | 0.00% | 417 | 128 | 44.3% | $1.39万 | 加仓 |
| CAMT | CAMTEK LTD ORD | $4.52万 | 0.00% | 298 | 95 | 46.8% | $1.44万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $4.53万 | 0.00% | 2,114 | 35 | 1.7% | $749 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $4.53万 | 0.00% | 726 | 292 | 67.3% | $1.82万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $4.53万 | 0.00% | 242 | 91 | 60.3% | $1.70万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $4.54万 | 0.00% | 2,167 | 1,845 | 573.0% | $3.87万 | 加仓 |
| AAON | AAON INC COM PAR $0.004 | $4.54万 | 0.00% | 549 | 178 | 48.0% | $1.47万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $4.55万 | 0.00% | 2,339 | 566 | 31.9% | $1.10万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $4.56万 | 0.00% | 1,238 | 350 | 39.4% | $1.29万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $4.56万 | 0.00% | 2,198 | 139 | 6.8% | $2,884 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $4.57万 | 0.00% | 1,085 | 245 | 29.2% | $1.03万 | 加仓 |
| FUL | FULLER H B CO COM | $4.58万 | 0.00% | 743 | -79 | -9.6% | -$4,873 | 减仓 |
| HP | HELMERICH & PAYNE INC COM | $4.59万 | 0.00% | 1,274 | 134 | 11.8% | $4,828 | 加仓 |
| ORN | ORION GROUP HLDGS INC COM | $4.60万 | 0.00% | 4,220 | 10 | 0.2% | $109 | 加仓 |
| CHCO | CITY HLDG CO COM | $4.60万 | 0.00% | 385 | -21 | -5.2% | -$2,510 | 减仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $4.60万 | 0.00% | 1,211 | 3 | 0.2% | $114 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $4.60万 | 0.00% | 499 | 59 | 13.4% | $5,444 | 加仓 |
| STBA | S & T BANCORP INC COM | $4.61万 | 0.00% | 1,101 | 44 | 4.2% | $1,841 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $4.61万 | 0.00% | 2,031 | 1,247 | 159.1% | $2.83万 | 加仓 |
| JETS | U.S. GLOBAL JETS ETF | $4.62万 | 0.00% | 1,874 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC COM | $4.62万 | 0.00% | 282 | 24 | 9.3% | $3,935 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $4.63万 | 0.00% | 789 | 13 | 1.7% | $762 | 加仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JANUARY | $4.64万 | 0.00% | 2,500 | 2,500 | — | $4.64万 | 新建仓 |
| MYGN | MYRIAD GENETICS INC COM | $4.64万 | 0.00% | 10,316 | -153 | -1.5% | -$689 | 减仓 |