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 |
|---|---|---|---|---|---|---|---|---|
| KMT | KENNAMETAL INC COM | $3.58万 | 0.00% | 1,020 | -117 | -10.3% | -$4,101 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $3.58万 | 0.00% | 1,511 | -3,635 | -70.6% | -$8.62万 | 减仓 |
| CVBF | CVB FINL CORP COM | $3.59万 | 0.00% | 1,591 | -816 | -33.9% | -$1.84万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $3.59万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $3.59万 | 0.00% | 602 | -1,079 | -64.2% | -$6.44万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $3.60万 | 0.00% | 675 | -315 | -31.8% | -$1.68万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $3.60万 | 0.00% | 229 | -237 | -50.9% | -$3.72万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $3.61万 | 0.00% | 353 | -60 | -14.5% | -$6,130 | 减仓 |
| AGCO | AGCO CORP COM | $3.61万 | 0.00% | 302 | -219 | -42.0% | -$2.62万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC COM | $3.62万 | 0.00% | 5,545 | 341 | 6.6% | $2,227 | 加仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $3.62万 | 0.00% | 847 | 1 | 0.1% | $43 | 加仓 |
| THO | THOR INDS INC COM | $3.62万 | 0.00% | 482 | -326 | -40.3% | -$2.45万 | 减仓 |
| FUL | FULLER H B CO COM | $3.63万 | 0.00% | 623 | -120 | -16.2% | -$6,995 | 减仓 |
| REPL | REPLIMUNE GROUP INC COM | $3.65万 | 0.00% | 3,295 | 2,656 | 415.6% | $2.94万 | 加仓 |
| HAFC | HANMI FINL CORP COM NEW | $3.65万 | 0.00% | 1,126 | -1,229 | -52.2% | -$3.98万 | 减仓 |
| CNA | CNA FINL CORP COM | $3.65万 | 0.00% | 751 | -611 | -44.9% | -$2.97万 | 减仓 |
| TCOM | TRIP COM GROUP LTD ADS | $3.65万 | 0.00% | 917 | -210 | -18.6% | -$8,366 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $3.66万 | 0.00% | 255 | 147 | 136.1% | $2.11万 | 加仓 |
| KMPR | KEMPER CORP COM | $3.66万 | 0.00% | 1,359 | -74 | -5.2% | -$1,995 | 减仓 |
| SLG | SL GREEN RLTY CORP COM | $3.67万 | 0.00% | 708 | 375 | 112.6% | $1.94万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $3.67万 | 0.00% | 491 | -19 | -3.7% | -$1,421 | 减仓 |
| MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $3.68万 | 0.00% | 1,768 | 53 | 3.1% | $1,103 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $3.68万 | 0.00% | 907 | -3,591 | -79.8% | -$14.59万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $3.68万 | 0.00% | 515 | -252 | -32.9% | -$1.80万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $3.69万 | 0.00% | 206 | -111 | -35.0% | -$1.99万 | 减仓 |
| HOMB | HOME BANCSHARES INC COM | $3.69万 | 0.00% | 1,292 | 103 | 8.7% | $2,941 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $3.69万 | 0.00% | 291 | -99 | -25.4% | -$1.25万 | 减仓 |
| LCID | LUCID GROUP INC COM NEW | $3.69万 | 0.00% | 5,514 | 2,600 | 89.2% | $1.74万 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP COM | $3.69万 | 0.00% | 3,697 | 3,655 | 8,702.4% | $3.65万 | 加仓 |
| CC | CHEMOURS CO COM | $3.69万 | 0.00% | 1,799 | 583 | 47.9% | $1.20万 | 加仓 |
| CNNE | CANNAE HLDGS INC COM | $3.69万 | 0.00% | 2,564 | 1,502 | 141.4% | $2.16万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $3.69万 | 0.00% | 1,460 | -442 | -23.2% | -$1.12万 | 减仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $3.69万 | 0.00% | 350 | -2,229 | -86.4% | -$23.53万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $3.70万 | 0.00% | 1,243 | 110 | 9.7% | $3,271 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC COM | $3.70万 | 0.00% | 247 | 247 | — | $3.70万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $3.70万 | 0.00% | 301 | -156 | -34.1% | -$1.92万 | 减仓 |
| WSBC | WESBANCO INC COM | $3.71万 | 0.00% | 951 | -838 | -46.8% | -$3.27万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $3.72万 | 0.00% | 312 | 312 | — | $3.72万 | 新建仓 |
| GDS | GDS HLDGS LTD SPONSORED ADS | $3.72万 | 0.00% | 1,238 | -922 | -42.7% | -$2.77万 | 减仓 |
| — | EAGLE POINT CR CO COM | $3.72万 | 0.00% | 10,000 | -5,000 | -33.3% | -$1.86万 | 减仓 |
| FLNC | FLUENCE ENERGY INC COM CL A | $3.73万 | 0.00% | 1,874 | -908 | -32.6% | -$1.81万 | 减仓 |
| OTEX | OPEN TEXT CORP COM | $3.73万 | 0.00% | 1,684 | -578 | -25.6% | -$1.28万 | 减仓 |
| — | U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | $3.74万 | 0.00% | 1,084 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY COM NEW | $3.74万 | 0.00% | 562 | -233 | -29.3% | -$1.55万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $3.74万 | 0.00% | 94 | -135 | -59.0% | -$5.37万 | 减仓 |
| — | VANGUARD HIGH-YIELD ACTIVE ETF | $3.74万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL COM | $3.75万 | 0.00% | 61 | -11 | -15.3% | -$6,758 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $3.77万 | 0.00% | 722 | -310 | -30.0% | -$1.62万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $3.77万 | 0.00% | 1,262 | -350 | -21.7% | -$1.04万 | 减仓 |
| BMI | BADGER METER INC COM | $3.78万 | 0.00% | 255 | 38 | 17.5% | $5,639 | 加仓 |
| KRC | KILROY REALTY CORP COM | $3.79万 | 0.00% | 1,011 | -178 | -15.0% | -$6,670 | 减仓 |
| OUST | OUSTER INC COM NEW | $3.79万 | 0.00% | 606 | -90 | -12.9% | -$5,627 | 减仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $3.79万 | 0.00% | 904 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $3.79万 | 0.00% | 1,313 | -95 | -6.7% | -$2,745 | 减仓 |
| SRCE | 1ST SOURCE CORP COM | $3.79万 | 0.00% | 465 | -130 | -21.8% | -$1.06万 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $3.79万 | 0.00% | 236 | -114 | -32.6% | -$1.83万 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $3.80万 | 0.00% | 230 | 68 | 42.0% | $1.12万 | 加仓 |
| DAVE | DAVE INC CLASS A COM NEW | $3.80万 | 0.00% | 102 | -17 | -14.3% | -$6,334 | 减仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $3.81万 | 0.00% | 1,134 | -2,190 | -65.9% | -$7.36万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $3.81万 | 0.00% | 1,037 | 144 | 16.1% | $5,296 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $3.83万 | 0.00% | 1,018 | -561 | -35.5% | -$2.11万 | 减仓 |
| AIR | AAR CORP COM | $3.83万 | 0.00% | 268 | 3 | 1.1% | $429 | 加仓 |
| SKT | TANGER INC COM | $3.83万 | 0.00% | 971 | -100 | -9.3% | -$3,948 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $3.85万 | 0.00% | 13,136 | 6,451 | 96.5% | $1.89万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $3.86万 | 0.00% | 1,611 | 1,105 | 218.4% | $2.65万 | 加仓 |
| EVER | EVERQUOTE INC COM CL A | $3.88万 | 0.00% | 1,630 | 906 | 125.1% | $2.16万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $3.88万 | 0.00% | 7,773 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3.88万 | 0.00% | 1,000 | -123,378 | -99.2% | -$478.58万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.88万 | 0.00% | 1,493 | 150 | 11.2% | $3,900 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $3.88万 | 0.00% | 752 | -437 | -36.8% | -$2.26万 | 减仓 |
| LXFR | LUXFER HLDGS PLC SHS | $3.89万 | 0.00% | 2,154 | -639 | -22.9% | -$1.15万 | 减仓 |
| PTIN | PACER TRENDPILOT INTERNATIONAL ETF | $3.90万 | 0.00% | 1,063 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC COM | $3.90万 | 0.00% | 535 | 363 | 211.0% | $2.64万 | 加仓 |
| TRMK | TRUSTMARK CORP COM | $3.92万 | 0.00% | 851 | -806 | -48.6% | -$3.71万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $3.93万 | 0.00% | 2,253 | -424 | -15.8% | -$7,399 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $3.94万 | 0.00% | 755 | -204 | -21.3% | -$1.06万 | 减仓 |
| SAM | BOSTON BEER INC CL A | $3.95万 | 0.00% | 223 | -200 | -47.3% | -$3.54万 | 减仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD SHS | $3.95万 | 0.00% | 1,117 | -938 | -45.6% | -$3.32万 | 减仓 |
| SOBO | SOUTH BOW CORP COM | $3.96万 | 0.00% | 1,124 | -769 | -40.6% | -$2.71万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $3.96万 | 0.00% | 140 | -257 | -64.7% | -$7.28万 | 减仓 |
| BCPC | BALCHEM CORP COM | $3.97万 | 0.00% | 235 | -99 | -29.6% | -$1.67万 | 减仓 |
| OLN | OLIN CORP COM PAR $1 | $3.98万 | 0.00% | 2,006 | 1,573 | 363.3% | $3.12万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $3.99万 | 0.00% | 1,574 | -941 | -37.4% | -$2.38万 | 减仓 |
| KGS | KODIAK GAS SVCS INC COM | $3.99万 | 0.00% | 531 | -93 | -14.9% | -$6,987 | 减仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $4.00万 | 0.00% | 427 | -776 | -64.5% | -$7.27万 | 减仓 |
| AROC | ARCHROCK INC COM | $4.01万 | 0.00% | 984 | -1,180 | -54.5% | -$4.80万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC COMMON STOCK | $4.01万 | 0.00% | 755 | 92 | 13.9% | $4,884 | 加仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $4.01万 | 0.00% | 1,054 | -164 | -13.5% | -$6,245 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REUNI SHS | $4.02万 | 0.00% | 1,343 | -77 | -5.4% | -$2,305 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC COM | $4.02万 | 0.00% | 806 | 414 | 105.6% | $2.07万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $4.02万 | 0.00% | 473 | 320 | 209.2% | $2.72万 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $4.02万 | 0.00% | 4,284 | -6,025 | -58.4% | -$5.66万 | 减仓 |
| MOD | MODINE MFG CO COM | $4.03万 | 0.00% | 151 | -85 | -36.0% | -$2.27万 | 减仓 |
| BOH | BANK HAWAII CORP COM | $4.03万 | 0.00% | 495 | -490 | -49.7% | -$3.99万 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | $4.05万 | 0.00% | 3,473 | -3,900 | -52.9% | -$4.54万 | 减仓 |
| JJSF | J & J SNACK FOODS CORP COM | $4.05万 | 0.00% | 551 | -110 | -16.6% | -$8,080 | 减仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $4.06万 | 0.00% | 1,287 | -127 | -9.0% | -$4,003 | 减仓 |
| PPC | PILGRIMS PRIDE CORP COM | $4.07万 | 0.00% | 1,447 | -7,189 | -83.2% | -$20.21万 | 减仓 |
| DDS | DILLARDS INC CL A | $4.07万 | 0.00% | 77 | -65 | -45.8% | -$3.43万 | 减仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $4.08万 | 0.00% | 1,005 | 14 | 1.4% | $568 | 加仓 |