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 |
|---|---|---|---|---|---|---|---|---|
| PATH | UIPATH INC CL A | $5.21万 | 0.00% | 4,693 | -275 | -5.5% | -$3,052 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $5.21万 | 0.00% | 17,859 | 954 | 5.6% | $2,786 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC COM | $5.22万 | 0.00% | 1,645 | -4 | -0.2% | -$127 | 减仓 |
| ENVA | ENOVA INTL INC COM | $5.23万 | 0.00% | 385 | 48 | 14.2% | $6,520 | 加仓 |
| JJSF | J & J SNACK FOODS CORP COM | $5.24万 | 0.00% | 661 | 228 | 52.7% | $1.81万 | 加仓 |
| IOSP | INNOSPEC INC COM | $5.24万 | 0.00% | 718 | 35 | 5.1% | $2,556 | 加仓 |
| FLNG | FLEX LNG LTD SHS | $5.27万 | 0.00% | 1,775 | -19 | -1.1% | -$564 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD SPONSORED ADS | $5.27万 | 0.00% | 3,256 | 664 | 25.6% | $1.08万 | 加仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $5.28万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE CHINA ETF | $5.29万 | 0.00% | 2,362 | -1,108 | -31.9% | -$2.48万 | 减仓 |
| BF/A | BROWN FORMAN CORP CL A | $5.29万 | 0.00% | 1,975 | -153 | -7.2% | -$4,099 | 减仓 |
| MRCY | MERCURY SYS INC COM | $5.30万 | 0.00% | 727 | -69 | -8.7% | -$5,031 | 减仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | $5.30万 | 0.00% | 462 | 78 | 20.3% | $8,949 | 加仓 |
| BKU | BANKUNITED INC COM | $5.30万 | 0.00% | 1,174 | 5 | 0.4% | $226 | 加仓 |
| JOE | ST JOE CO COM | $5.32万 | 0.00% | 847 | 168 | 24.7% | $1.06万 | 加仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $5.33万 | 0.00% | 811 | 25 | 3.2% | $1,644 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $5.34万 | 0.00% | 3,038 | 191 | 6.7% | $3,358 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | $5.34万 | 0.00% | 2,867 | 1,974 | 221.1% | $3.68万 | 加仓 |
| HTO | H2O AMERICA COM | $5.34万 | 0.00% | 911 | 394 | 76.2% | $2.31万 | 加仓 |
| — | ISHARES ESG MSCI EM LEADERS ETF | $5.35万 | 0.00% | 923 | 57 | 6.6% | $3,304 | 加仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $5.35万 | 0.00% | 622 | 141 | 29.3% | $1.21万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $5.38万 | 0.00% | 2,515 | 1,100 | 77.7% | $2.35万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC COM | $5.39万 | 0.00% | 769 | 52 | 7.3% | $3,646 | 加仓 |
| BYLD | ISHARES YIELD OPTIMIZED BOND ETF | $5.40万 | 0.00% | 2,397 | -110 | -4.4% | -$2,478 | 减仓 |
| OFG | OFG BANCORP COM | $5.42万 | 0.00% | 1,339 | -10 | -0.7% | -$405 | 减仓 |
| BRKR | BRUKER CORP COM | $5.42万 | 0.00% | 1,500 | 1,263 | 532.9% | $4.56万 | 加仓 |
| — | APOGEE THERAPEUTICS INC COM | $5.43万 | 0.00% | 645 | 246 | 61.7% | $2.07万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $5.44万 | 0.00% | 992 | -241 | -19.5% | -$1.32万 | 减仓 |
| — | BRANDYWINEGLOBAL - DYNAMIC US LARGE CAP VALUE ETF | $5.45万 | 0.00% | 3,692 | 3,692 | — | $5.45万 | 新建仓 |
| EFOR | EVERFORTH INC COM | $5.47万 | 0.00% | 1,414 | 748 | 112.3% | $2.90万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $5.48万 | 0.00% | 1,209 | 606 | 100.5% | $2.75万 | 加仓 |
| WHR | WHIRLPOOL CORP COM | $5.49万 | 0.00% | 1,018 | 774 | 317.2% | $4.17万 | 加仓 |
| DXPE | DXP ENTERPRISES INC COM NEW | $5.51万 | 0.00% | 394 | -9 | -2.2% | -$1,258 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $5.52万 | 0.00% | 1,544 | 318 | 25.9% | $1.14万 | 加仓 |
| FCN | FTI CONSULTING INC COM | $5.55万 | 0.00% | 314 | 10 | 3.3% | $1,768 | 加仓 |
| BRZE | BRAZE INC COM CL A | $5.56万 | 0.00% | 2,355 | 1,531 | 185.8% | $3.61万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $5.57万 | 0.00% | 688 | 57 | 9.0% | $4,613 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $5.57万 | 0.00% | 1,335 | 360 | 36.9% | $1.50万 | 加仓 |
| HCI | HCI GROUP INC COM | $5.58万 | 0.00% | 361 | -197 | -35.3% | -$3.05万 | 减仓 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $5.58万 | 0.00% | 1,747 | 5 | 0.3% | $160 | 加仓 |
| DT | DYNATRACE INC COM NEW | $5.59万 | 0.00% | 1,512 | 811 | 115.7% | $3.00万 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS INC CL A | $5.60万 | 0.00% | 2,367 | 1,306 | 123.1% | $3.09万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $5.60万 | 0.00% | 2,295 | 383 | 20.0% | $9,353 | 加仓 |
| PATK | PATRICK INDS INC COM | $5.61万 | 0.00% | 505 | -1,501 | -74.8% | -$16.67万 | 减仓 |
| TCOM | TRIP COM GROUP LTD ADS | $5.61万 | 0.00% | 1,127 | 218 | 24.0% | $1.09万 | 加仓 |
| BCO | BRINKS CO COM | $5.62万 | 0.00% | 542 | 21 | 4.0% | $2,176 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $5.62万 | 0.00% | 138 | 31 | 29.0% | $1.26万 | 加仓 |
| ERIE | ERIE INDTY CO CL A | $5.63万 | 0.00% | 224 | 167 | 293.0% | $4.20万 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COM | $5.64万 | 0.00% | 1,688 | 653 | 63.1% | $2.18万 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $5.64万 | 0.00% | 15,000 | 5,000 | 50.0% | $1.88万 | 加仓 |
| BCPC | BALCHEM CORP COM | $5.66万 | 0.00% | 334 | -8 | -2.3% | -$1,356 | 减仓 |
| EMA | EMERA INC COM | $5.67万 | 0.00% | 1,093 | 385 | 54.4% | $2.00万 | 加仓 |
| BXP | BXP INC COM | $5.68万 | 0.00% | 1,094 | -209 | -16.0% | -$1.08万 | 减仓 |
| REAL | THE REALREAL INC COM | $5.68万 | 0.00% | 6,253 | 1,253 | 25.1% | $1.14万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $5.68万 | 0.00% | 605 | -122 | -16.8% | -$1.15万 | 减仓 |
| — | CLEARWAY ENERGY INC CL A | $5.68万 | 0.00% | 1,451 | 566 | 64.0% | $2.22万 | 加仓 |
| ACIW | ACI WORLDWIDE INC COM | $5.69万 | 0.00% | 1,388 | 444 | 47.0% | $1.82万 | 加仓 |
| FRPT | FRESHPET INC COM | $5.71万 | 0.00% | 968 | -100 | -9.4% | -$5,896 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $5.71万 | 0.00% | 1,583 | 285 | 22.0% | $1.03万 | 加仓 |
| MTRN | MATERION CORP COM | $5.71万 | 0.00% | 395 | 72 | 22.3% | $1.04万 | 加仓 |
| SLRC | SLR INVESTMENT CORP COM | $5.72万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC COM NEW | $5.73万 | 0.00% | 401 | 155 | 63.0% | $2.21万 | 加仓 |
| NNI | NELNET INC CL A | $5.74万 | 0.00% | 445 | 151 | 51.4% | $1.95万 | 加仓 |
| PSN | PARSONS CORP DEL COM | $5.76万 | 0.00% | 1,063 | -789 | -42.6% | -$4.27万 | 减仓 |
| CNX | CNX RES CORP COM | $5.76万 | 0.00% | 1,494 | 204 | 15.8% | $7,864 | 加仓 |
| — | ENERGY TRANSFER L P 9.250 FXD PFD I | $5.79万 | 0.00% | 5,000 | 5,000 | — | $5.79万 | 新建仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $5.79万 | 0.00% | 15,858 | 6,074 | 62.1% | $2.22万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $5.85万 | 0.00% | 3,721 | 1,864 | 100.4% | $2.93万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $5.85万 | 0.00% | 2,261 | 1 | 0.0% | $26 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $5.85万 | 0.00% | 1,414 | 1,045 | 283.2% | $4.32万 | 加仓 |
| MTH | MERITAGE HOMES CORP COM | $5.87万 | 0.00% | 949 | 157 | 19.8% | $9,709 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $5.87万 | 0.00% | 1,227 | -268 | -17.9% | -$1.28万 | 减仓 |
| — | GLOBAL X HEALTHTECH ETF | $5.87万 | 0.00% | 2,464 | 68 | 2.8% | $1,620 | 加仓 |
| GLOB | GLOBANT S A COM | $5.87万 | 0.00% | 1,274 | 1,143 | 872.5% | $5.27万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $5.88万 | 0.00% | 1,579 | 522 | 49.4% | $1.94万 | 加仓 |
| FRO | FRONTLINE PLC COM | $5.89万 | 0.00% | 1,689 | 760 | 81.8% | $2.65万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $5.89万 | 0.00% | 1,499 | 769 | 105.3% | $3.02万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $5.90万 | 0.00% | 415 | -153 | -26.9% | -$2.18万 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $5.92万 | 0.00% | 5,437 | -566 | -9.4% | -$6,158 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $5.96万 | 0.00% | 901 | 130 | 16.9% | $8,594 | 加仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $5.96万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC SHS EURO | $5.96万 | 0.00% | 817 | 177 | 27.7% | $1.29万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC COM | $5.96万 | 0.00% | 3,626 | 345 | 10.5% | $5,675 | 加仓 |
| — | ARCOSA INC COM | $5.97万 | 0.00% | 562 | 74 | 15.2% | $7,854 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $5.97万 | 0.00% | 7,589 | 2,564 | 51.0% | $2.02万 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $5.98万 | 0.00% | 721 | 516 | 251.7% | $4.28万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC COM | $5.98万 | 0.00% | 1,837 | 1,215 | 195.3% | $3.96万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $5.99万 | 0.00% | 283 | -42 | -12.9% | -$8,886 | 减仓 |
| TENB | TENABLE HLDGS INC COM | $6.00万 | 0.00% | 3,549 | 2,432 | 217.7% | $4.11万 | 加仓 |
| AGCO | AGCO CORP COM | $6.04万 | 0.00% | 521 | 138 | 36.0% | $1.60万 | 加仓 |
| HAYW | HAYWARD HLDGS INC COM | $6.04万 | 0.00% | 4,514 | -2,101 | -31.8% | -$2.81万 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $6.04万 | 0.00% | 1,671 | -376 | -18.4% | -$1.36万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $6.06万 | 0.00% | 143 | -8 | -5.3% | -$3,388 | 减仓 |
| LCII | LCI INDS COM | $6.07万 | 0.00% | 493 | -381 | -43.6% | -$4.69万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $6.07万 | 0.00% | 2,377 | 1,419 | 148.1% | $3.62万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $6.07万 | 0.00% | 611 | 96 | 18.6% | $9,543 | 加仓 |
| TAC | TRANSALTA CORP COM | $6.08万 | 0.00% | 4,642 | 1,642 | 54.7% | $2.15万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $6.10万 | 0.00% | 247 | 83 | 50.6% | $2.05万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $6.10万 | 0.00% | 2,028 | 1,046 | 106.5% | $3.15万 | 加仓 |
| GDDY | GODADDY INC CL A | $6.11万 | 0.00% | 738 | -1,476 | -66.7% | -$12.21万 | 减仓 |