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 |
|---|---|---|---|---|---|---|---|---|
| MTRX | MATRIX SVC CO COM | $3.15万 | 0.00% | 2,301 | 66 | 3.0% | $904 | 加仓 |
| MFA | MFA FINL INC COM | $3.16万 | 0.00% | 3,258 | 1,454 | 80.6% | $1.41万 | 加仓 |
| FTDR | FRONTDOOR INC COM | $3.16万 | 0.00% | 407 | -262 | -39.2% | -$2.03万 | 减仓 |
| TIC | TIC SOLUTIONS INC COM | $3.16万 | 0.00% | 3,906 | 3,158 | 422.2% | $2.55万 | 加仓 |
| LCII | LCI INDS COM | $3.16万 | 0.00% | 299 | -194 | -39.4% | -$2.05万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $3.16万 | 0.00% | 1,842 | -327 | -15.1% | -$5,615 | 减仓 |
| BY | BYLINE BANCORP INC COM | $3.16万 | 0.00% | 840 | -477 | -36.2% | -$1.80万 | 减仓 |
| HSTM | HEALTHSTREAM INC COM | $3.16万 | 0.00% | 1,161 | 992 | 587.0% | $2.70万 | 加仓 |
| OGN | ORGANON & CO COMMON STOCK | $3.17万 | 0.00% | 2,339 | -1,381 | -37.1% | -$1.87万 | 减仓 |
| TDUP | THREDUP INC CL A | $3.17万 | 0.00% | 4,627 | 2,547 | 122.5% | $1.74万 | 加仓 |
| KVYO | KLAVIYO INC COM SER A | $3.18万 | 0.00% | 2,104 | -1,698 | -44.7% | -$2.56万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $3.18万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $3.19万 | 0.00% | 740 | 240 | 48.0% | $1.04万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $3.20万 | 0.00% | 621 | -355 | -36.4% | -$1.83万 | 减仓 |
| BSY | BENTLEY SYS INC COM CL B | $3.20万 | 0.00% | 1,072 | -1,019 | -48.7% | -$3.05万 | 减仓 |
| MANU | MANCHESTER UTD PLC NEW ORD CL A | $3.21万 | 0.00% | 1,398 | -1,213 | -46.5% | -$2.78万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $3.21万 | 0.00% | 1,132 | 170 | 17.7% | $4,825 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $3.21万 | 0.00% | 301 | -271 | -47.4% | -$2.89万 | 减仓 |
| LPG | DORIAN LPG LTD SHS USD | $3.22万 | 0.00% | 925 | -129 | -12.2% | -$4,487 | 减仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $3.22万 | 0.00% | 978 | -219 | -18.3% | -$7,207 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $3.22万 | 0.00% | 2,552 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC COM | $3.22万 | 0.00% | 564 | -16 | -2.8% | -$915 | 减仓 |
| TAC | TRANSALTA CORP COM | $3.23万 | 0.00% | 2,338 | -2,304 | -49.6% | -$3.19万 | 减仓 |
| HBCP | HOMEBANCORP INC COM | $3.23万 | 0.00% | 472 | 166 | 54.2% | $1.14万 | 加仓 |
| ANGX | ANGEL STUDIOS INC. CL A COM | $3.23万 | 0.00% | 8,813 | 95 | 1.1% | $349 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $3.23万 | 0.00% | 1,515 | 1,196 | 374.9% | $2.55万 | 加仓 |
| — | NXG NEXTGEN INFRASTR INCM FD COM | $3.24万 | 0.00% | 500 | 500 | — | $3.24万 | 新建仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $3.24万 | 0.00% | 2,957 | -4,816 | -62.0% | -$5.27万 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $3.25万 | 0.00% | 249 | -62 | -19.9% | -$8,085 | 减仓 |
| RPAY | REPAY HLDGS CORP COM CL A | $3.25万 | 0.00% | 7,733 | 2,926 | 60.9% | $1.23万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $3.25万 | 0.00% | 3,795 | -279 | -6.8% | -$2,388 | 减仓 |
| WDFC | WD 40 CO COM | $3.26万 | 0.00% | 134 | -85 | -38.8% | -$2.07万 | 减仓 |
| BLZE | BACKBLAZE INC COM CL A | $3.27万 | 0.00% | 2,059 | 523 | 34.0% | $8,295 | 加仓 |
| TR | TOOTSIE ROLL INDS INC COM | $3.28万 | 0.00% | 829 | -129 | -13.5% | -$5,102 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $3.28万 | 0.00% | 2,899 | -2,045 | -41.4% | -$2.32万 | 减仓 |
| JOYY | JOYY INC ADS REPSTG COM A | $3.29万 | 0.00% | 498 | -115 | -18.8% | -$7,587 | 减仓 |
| SARO | STANDARDAERO INC COM | $3.29万 | 0.00% | 1,100 | 189 | 20.7% | $5,653 | 加仓 |
| BLMN | BLOOMIN BRANDS INC COM | $3.29万 | 0.00% | 3,602 | 1,550 | 75.5% | $1.42万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $3.29万 | 0.00% | 741 | -121 | -14.0% | -$5,376 | 减仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $3.30万 | 0.00% | 671 | 120 | 21.8% | $5,896 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | $3.30万 | 0.00% | 657 | 47 | 7.7% | $2,361 | 加仓 |
| FRO | FRONTLINE PLC COM | $3.30万 | 0.00% | 949 | -740 | -43.8% | -$2.57万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $3.31万 | 0.00% | 304 | -390 | -56.2% | -$4.25万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $3.31万 | 0.00% | 1,910 | -3,872 | -67.0% | -$6.72万 | 减仓 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $3.32万 | 0.00% | 667 | 667 | — | $3.32万 | 新建仓 |
| HYFI | AB HIGH YIELD ETF | $3.33万 | 0.00% | 891 | 859 | 2,684.4% | $3.21万 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $3.34万 | 0.00% | 3,761 | 3,005 | 397.5% | $2.67万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $3.34万 | 0.00% | 132 | -115 | -46.6% | -$2.91万 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD COM | $3.35万 | 0.00% | 2,971 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC COM | $3.35万 | 0.00% | 2,209 | -1,277 | -36.6% | -$1.94万 | 减仓 |
| JOE | ST JOE CO COM | $3.35万 | 0.00% | 535 | -312 | -36.8% | -$1.96万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC COM | $3.35万 | 0.00% | 282 | -100 | -26.2% | -$1.19万 | 减仓 |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $3.36万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC COM | $3.36万 | 0.00% | 1,164 | 29 | 2.6% | $836 | 加仓 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $3.36万 | 0.00% | 198 | -85 | -30.0% | -$1.44万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $3.36万 | 0.00% | 483 | -69 | -12.5% | -$4,804 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3.37万 | 0.00% | 486 | -62 | -11.3% | -$4,293 | 减仓 |
| CRVL | CORVEL CORP COM | $3.37万 | 0.00% | 539 | 209 | 63.3% | $1.31万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $3.37万 | 0.00% | 644 | -3,181 | -83.2% | -$16.65万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $3.37万 | 0.00% | 453 | -228 | -33.5% | -$1.70万 | 减仓 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $3.37万 | 0.00% | 370 | 370 | — | $3.37万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $3.38万 | 0.00% | 8,976 | -11,739 | -56.7% | -$4.43万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $3.39万 | 0.00% | 1,957 | 274 | 16.3% | $4,743 | 加仓 |
| CE | CELANESE CORP DEL COM | $3.39万 | 0.00% | 737 | -307 | -29.4% | -$1.41万 | 减仓 |
| CAMT | CAMTEK LTD ORD | $3.39万 | 0.00% | 208 | -90 | -30.2% | -$1.47万 | 减仓 |
| RDN | RADIAN GROUP INC COM | $3.40万 | 0.00% | 903 | -541 | -37.5% | -$2.04万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $3.40万 | 0.00% | 1,003 | 68 | 7.3% | $2,308 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $3.41万 | 0.00% | 139 | -269 | -65.9% | -$6.59万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $3.42万 | 0.00% | 609 | -104 | -14.6% | -$5,832 | 减仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $3.42万 | 0.00% | 535 | 535 | — | $3.42万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP COM | $3.42万 | 0.00% | 1,750 | 978 | 126.7% | $1.91万 | 加仓 |
| RDDT | REDDIT INC CL A | $3.42万 | 0.00% | 197 | 64 | 48.1% | $1.11万 | 加仓 |
| — | ARCOSA INC COM | $3.43万 | 0.00% | 236 | -326 | -58.0% | -$4.74万 | 减仓 |
| RRC | RANGE RES CORP COM | $3.43万 | 0.00% | 922 | -533 | -36.6% | -$1.98万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $3.43万 | 0.00% | 892 | 193 | 27.6% | $7,431 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $3.44万 | 0.00% | 935 | -400 | -30.0% | -$1.47万 | 减仓 |
| MHO | M/I HOMES INC COM | $3.44万 | 0.00% | 214 | -177 | -45.3% | -$2.85万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $3.44万 | 0.00% | 294 | -42 | -12.5% | -$4,917 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $3.45万 | 0.00% | 2,436 | -2,318 | -48.8% | -$3.28万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $3.45万 | 0.00% | 102 | -77 | -43.0% | -$2.61万 | 减仓 |
| OPLN | OPENLANE INC COM | $3.46万 | 0.00% | 838 | -365 | -30.3% | -$1.51万 | 减仓 |
| PKE | PARK AEROSPACE CORP COM | $3.46万 | 0.00% | 906 | 899 | 12,842.9% | $3.43万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $3.47万 | 0.00% | 879 | 2 | 0.2% | $79 | 加仓 |
| WHD | CACTUS INC CL A | $3.47万 | 0.00% | 678 | 140 | 26.0% | $7,172 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $3.48万 | 0.00% | 119 | -413 | -77.6% | -$12.08万 | 减仓 |
| ICHR | ICHOR HOLDINGS SHS | $3.48万 | 0.00% | 310 | 280 | 933.3% | $3.14万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $3.48万 | 0.00% | 519 | -270 | -34.2% | -$1.81万 | 减仓 |
| TPC | TUTOR PERINI CORP COM | $3.48万 | 0.00% | 420 | -85 | -16.8% | -$7,053 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION COM | $3.49万 | 0.00% | 156 | -99 | -38.8% | -$2.22万 | 减仓 |
| CRSR | CORSAIR GAMING INC COM | $3.50万 | 0.00% | 3,621 | 1,430 | 65.3% | $1.38万 | 加仓 |
| CBT | CABOT CORP COM | $3.51万 | 0.00% | 386 | -50 | -11.5% | -$4,541 | 减仓 |
| KTB | KONTOOR BRANDS INC COM | $3.51万 | 0.00% | 421 | -1,643 | -79.6% | -$13.69万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $3.51万 | 0.00% | 1,783 | -312 | -14.9% | -$6,140 | 减仓 |
| NWS | NEWS CORP NEW CL B | $3.51万 | 0.00% | 1,251 | -1,027 | -45.1% | -$2.88万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.51万 | 0.00% | 691 | -316 | -31.4% | -$1.61万 | 减仓 |
| WRBY | WARBY PARKER INC CL A COM | $3.51万 | 0.00% | 1,158 | -152 | -11.6% | -$4,612 | 减仓 |
| PBI | PITNEY BOWES INC COM | $3.55万 | 0.00% | 2,026 | 698 | 52.6% | $1.22万 | 加仓 |
| BOKF | BOK FINL CORP COM NEW | $3.56万 | 0.00% | 256 | -71 | -21.7% | -$9,860 | 减仓 |
| EEFT | EURONET WORLDWIDE INC COM | $3.56万 | 0.00% | 486 | -54 | -10.0% | -$3,952 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP COM | $3.57万 | 0.00% | 1,062 | 237 | 28.7% | $7,958 | 加仓 |