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 |
|---|---|---|---|---|---|---|---|---|
| BKE | BUCKLE INC COM | $4.65万 | 0.00% | 923 | 128 | 16.1% | $6,446 | 加仓 |
| MYE | MYERS INDS INC COM | $4.65万 | 0.00% | 2,195 | 291 | 15.3% | $6,163 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $4.65万 | 0.00% | 2,106 | 352 | 20.1% | $7,779 | 加仓 |
| DBX | DROPBOX INC CL A | $4.66万 | 0.00% | 2,052 | 831 | 68.1% | $1.89万 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $4.66万 | 0.00% | 390 | -1,894 | -82.9% | -$22.65万 | 减仓 |
| CVBF | CVB FINL CORP COM | $4.67万 | 0.00% | 2,407 | 695 | 40.6% | $1.35万 | 加仓 |
| TDC | TERADATA CORP DEL COM | $4.67万 | 0.00% | 1,822 | -1,218 | -40.1% | -$3.12万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC COM | $4.67万 | 0.00% | 814 | 24 | 3.0% | $1,377 | 加仓 |
| CHH | CHOICE HOTELS INTL INC COM | $4.68万 | 0.00% | 452 | -262 | -36.7% | -$2.71万 | 减仓 |
| SLAB | SILICON LABORATORIES INC COM | $4.68万 | 0.00% | 225 | 90 | 66.7% | $1.87万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $4.69万 | 0.00% | 598 | 100 | 20.1% | $7,841 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $4.69万 | 0.00% | 1,486 | 140 | 10.4% | $4,420 | 加仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $4.70万 | 0.00% | 2,554 | 2,545 | 28,277.8% | $4.69万 | 加仓 |
| XP | XP INC CL A | $4.71万 | 0.00% | 2,471 | 781 | 46.2% | $1.49万 | 加仓 |
| FBK | FB FINL CORP COM | $4.71万 | 0.00% | 906 | 1 | 0.1% | $52 | 加仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $4.72万 | 0.00% | 648 | 150 | 30.1% | $1.09万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $4.73万 | 0.00% | 551 | 71 | 14.8% | $6,091 | 加仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $4.73万 | 0.00% | 633 | 633 | — | $4.73万 | 新建仓 |
| SDRL | SEADRILL LTD COM | $4.73万 | 0.00% | 1,039 | 92 | 9.7% | $4,186 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $4.74万 | 0.00% | 317 | -489 | -60.7% | -$7.31万 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $4.75万 | 0.00% | 734 | -1 | -0.1% | -$65 | 减仓 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $4.77万 | 0.00% | 1,882 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $4.77万 | 0.00% | 507 | 230 | 83.0% | $2.16万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $4.77万 | 0.00% | 1,772 | 587 | 49.5% | $1.58万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $4.77万 | 0.00% | 549 | 283 | 106.4% | $2.46万 | 加仓 |
| RDN | RADIAN GROUP INC COM | $4.78万 | 0.00% | 1,444 | -706 | -32.8% | -$2.34万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $4.78万 | 0.00% | 515 | 31 | 6.4% | $2,876 | 加仓 |
| GGB | GERDAU SA SPON ADR REP PFD | $4.78万 | 0.00% | 13,243 | 4,842 | 57.6% | $1.75万 | 加仓 |
| MHO | M/I HOMES INC COM | $4.79万 | 0.00% | 391 | 97 | 33.0% | $1.19万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $4.79万 | 0.00% | 2,870 | 694 | 31.9% | $1.16万 | 加仓 |
| BDC | BELDEN INC COM | $4.80万 | 0.00% | 418 | 83 | 24.8% | $9,531 | 加仓 |
| SAFT | SAFETY INS GROUP INC COM | $4.81万 | 0.00% | 662 | 77 | 13.2% | $5,593 | 加仓 |
| NIO | NIO INC SPON ADS | $4.83万 | 0.00% | 8,015 | 4,383 | 120.7% | $2.64万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $4.84万 | 0.00% | 4,222 | 1,441 | 51.8% | $1.65万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA SPON ADR CL D | $4.85万 | 0.00% | 1,049 | -335 | -24.2% | -$1.55万 | 减仓 |
| MIDD | MIDDLEBY CORP COM | $4.85万 | 0.00% | 366 | 59 | 19.2% | $7,822 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $4.86万 | 0.00% | 350 | 24 | 7.4% | $3,334 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $4.87万 | 0.00% | 1,032 | 680 | 193.2% | $3.21万 | 加仓 |
| TMP | TOMPKINS FINL CORP COM | $4.87万 | 0.00% | 618 | 52 | 9.2% | $4,100 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC COM | $4.87万 | 0.00% | 1,158 | -222 | -16.1% | -$9,344 | 减仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $4.89万 | 0.00% | 524 | -70 | -11.8% | -$6,529 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $4.89万 | 0.00% | 443 | -55 | -11.0% | -$6,069 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $4.89万 | 0.00% | 1,612 | 713 | 79.3% | $2.16万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $4.90万 | 0.00% | 2,075 | 238 | 13.0% | $5,622 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC COM | $4.90万 | 0.00% | 1,219 | -1,383 | -53.2% | -$5.56万 | 减仓 |
| HTGC | HERCULES CAPITAL INC COM | $4.91万 | 0.00% | 3,322 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $4.91万 | 0.00% | 196 | 27 | 16.0% | $6,767 | 加仓 |
| ECHO | ECHOSTAR CORP CL A | $4.92万 | 0.00% | 420 | -103 | -19.7% | -$1.21万 | 减仓 |
| — | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $4.92万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $4.95万 | 0.00% | 1,186 | -34 | -2.8% | -$1,419 | 减仓 |
| ENTG | ENTEGRIS INC COM | $4.95万 | 0.00% | 422 | -14 | -3.2% | -$1,643 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $4.95万 | 0.00% | 179 | 56 | 45.5% | $1.55万 | 加仓 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $4.95万 | 0.00% | 890 | -225 | -20.2% | -$1.25万 | 减仓 |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $4.97万 | 0.00% | 18,327 | 5,994 | 48.6% | $1.62万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $4.97万 | 0.00% | 311 | 69 | 28.5% | $1.10万 | 加仓 |
| NCNO | NCINO INC COM | $4.97万 | 0.00% | 3,317 | 3,255 | 5,250.0% | $4.88万 | 加仓 |
| NOVT | NOVANTA INC COM | $4.97万 | 0.00% | 421 | -6 | -1.4% | -$709 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $4.97万 | 0.00% | 1,882 | 702 | 59.5% | $1.86万 | 加仓 |
| OII | OCEANEERING INTL INC COM | $4.98万 | 0.00% | 1,403 | 191 | 15.8% | $6,775 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $4.98万 | 0.00% | 3,356 | 674 | 25.1% | $1.00万 | 加仓 |
| DK | DELEK US HLDGS INC NEW COM | $4.99万 | 0.00% | 1,107 | 139 | 14.4% | $6,265 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $4.99万 | 0.00% | 1,658 | 647 | 64.0% | $1.95万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $5.00万 | 0.00% | 535 | 163 | 43.8% | $1.52万 | 加仓 |
| KFY | KORN FERRY COM NEW | $5.00万 | 0.00% | 795 | -2 | -0.3% | -$126 | 减仓 |
| ANAB | ANAPTYSBIO INC COM | $5.01万 | 0.00% | 903 | 28 | 3.2% | $1,553 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $5.01万 | 0.00% | 1,093 | 274 | 33.5% | $1.26万 | 加仓 |
| DOLE | DOLE PLC ORD SHS | $5.02万 | 0.00% | 3,510 | -893 | -20.3% | -$1.28万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $5.02万 | 0.00% | 366 | -9 | -2.4% | -$1,234 | 减仓 |
| OTEX | OPEN TEXT CORP COM | $5.03万 | 0.00% | 2,262 | 98 | 4.5% | $2,179 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5.03万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC COM | $5.03万 | 0.00% | 93 | -10 | -9.7% | -$5,411 | 减仓 |
| LPX | LOUISIANA PAC CORP COM | $5.03万 | 0.00% | 692 | 143 | 26.0% | $1.04万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $5.04万 | 0.00% | 523 | 247 | 89.5% | $2.38万 | 加仓 |
| YETI | YETI HLDGS INC COM | $5.05万 | 0.00% | 1,380 | 178 | 14.8% | $6,513 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $5.06万 | 0.00% | 681 | 149 | 28.0% | $1.11万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $5.06万 | 0.00% | 626 | 160 | 34.3% | $1.29万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $5.07万 | 0.00% | 952 | 48 | 5.3% | $2,555 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $5.07万 | 0.00% | 1,713 | 589 | 52.4% | $1.74万 | 加仓 |
| XYZ | BLOCK INC CL A | $5.07万 | 0.00% | 843 | 136 | 19.2% | $8,185 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $5.07万 | 0.00% | 1,189 | 234 | 24.5% | $9,987 | 加仓 |
| HOPE | HOPE BANCORP INC COM | $5.08万 | 0.00% | 4,552 | -298 | -6.1% | -$3,329 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADS | $5.10万 | 0.00% | 7,388 | 3,221 | 77.3% | $2.22万 | 加仓 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $5.10万 | 0.00% | 4,524 | 1,723 | 61.5% | $1.94万 | 加仓 |
| IAG | IAMGOLD CORP COM | $5.10万 | 0.00% | 2,712 | 1,150 | 73.6% | $2.16万 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $5.10万 | 0.00% | 523 | 35 | 7.2% | $3,416 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $5.11万 | 0.00% | 404 | 79 | 24.3% | $9,983 | 加仓 |
| MOD | MODINE MFG CO COM | $5.11万 | 0.00% | 236 | -151 | -39.0% | -$3.27万 | 减仓 |
| M | MACYS INC COM | $5.13万 | 0.00% | 2,834 | -265 | -8.6% | -$4,794 | 减仓 |
| LI | LI AUTO INC SPONSORED ADS | $5.13万 | 0.00% | 2,878 | 1,762 | 157.9% | $3.14万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $5.14万 | 0.00% | 153 | -3 | -1.9% | -$1,008 | 减仓 |
| MAIN | MAIN STR CAP CORP COM | $5.15万 | 0.00% | 972 | 17 | 1.8% | $900 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP COM | $5.15万 | 0.00% | 2,329 | -468 | -16.7% | -$1.04万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $5.16万 | 0.00% | 2,181 | 667 | 44.1% | $1.58万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $5.16万 | 0.00% | 424 | 103 | 32.1% | $1.25万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH COM | $5.17万 | 0.00% | 1,987 | 32 | 1.6% | $832 | 加仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $5.19万 | 0.00% | 6,459 | -5,584 | -46.4% | -$4.48万 | 减仓 |
| — | CAPITAL GROUP U.S. LARGE VALUE ETF | $5.19万 | 0.00% | 1,942 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $5.20万 | 0.00% | 921 | 258 | 38.9% | $1.46万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $5.21万 | 0.00% | 162 | 42 | 35.0% | $1.35万 | 加仓 |
| PEO | ADAM NAT RES FD INC COM | $5.21万 | 0.00% | 1,873 | 0 | 0.0% | — | 不变 |