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 |
|---|---|---|---|---|---|---|---|---|
| — | AMERICAN BITCOIN CORP. COM CL A | $4.09万 | 0.00% | 60,000 | 60,000 | — | $4.09万 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $4.09万 | 0.00% | 497 | -101 | -16.9% | -$8,309 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $4.09万 | 0.00% | 959 | -2,324 | -70.8% | -$9.91万 | 减仓 |
| NPO | ENPRO INC COM | $4.11万 | 0.00% | 109 | -87 | -44.4% | -$3.28万 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $4.11万 | 0.00% | 3,790 | -1,647 | -30.3% | -$1.79万 | 减仓 |
| — | ACV AUCTIONS INC COM CL A | $4.11万 | 0.00% | 5,720 | 3,203 | 127.3% | $2.30万 | 加仓 |
| PRAA | PRA GROUP INC COM | $4.11万 | 0.00% | 2,166 | -1,545 | -41.6% | -$2.93万 | 减仓 |
| XPEV | XPENG INC ADS | $4.12万 | 0.00% | 3,110 | -2,925 | -48.5% | -$3.87万 | 减仓 |
| JBIO | JADE BIOSCIENCES INC COM NEW | $4.13万 | 0.00% | 1,859 | 1,858 | 185,800.0% | $4.13万 | 加仓 |
| MRNA | MODERNA INC COM | $4.13万 | 0.00% | 590 | 166 | 39.2% | $1.16万 | 加仓 |
| FLCA | FRANKLIN FTSE CANADA ETF | $4.14万 | 0.00% | 805 | -2 | -0.2% | -$103 | 减仓 |
| IONQ | IONQ INC COM | $4.15万 | 0.00% | 779 | -180 | -18.8% | -$9,587 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $4.15万 | 0.00% | 3,450 | -5,500 | -61.5% | -$6.62万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $4.15万 | 0.00% | 339 | -65 | -16.1% | -$7,961 | 减仓 |
| FSBC | FIVE STAR BANCORP COM | $4.15万 | 0.00% | 853 | 790 | 1,254.0% | $3.85万 | 加仓 |
| SAIL | SAILPOINT INC COM | $4.16万 | 0.00% | 2,843 | 1,231 | 76.4% | $1.80万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $4.17万 | 0.00% | 702 | 238 | 51.3% | $1.41万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4.17万 | 0.00% | 617 | 24 | 4.0% | $1,622 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $4.18万 | 0.00% | 351 | -148 | -29.7% | -$1.76万 | 减仓 |
| EZPW | EZCORP INC CL A NON VTG | $4.18万 | 0.00% | 1,210 | 785 | 184.7% | $2.71万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $4.18万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC COM | $4.19万 | 0.00% | 2,581 | 790 | 44.1% | $1.28万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $4.19万 | 0.00% | 1,410 | 1,171 | 490.0% | $3.48万 | 加仓 |
| TILE | INTERFACE INC COM | $4.20万 | 0.00% | 1,171 | -1,301 | -52.6% | -$4.66万 | 减仓 |
| PHIN | PHINIA INC COMMON STOCK | $4.21万 | 0.00% | 511 | -621 | -54.9% | -$5.12万 | 减仓 |
| KOPN | KOPIN CORP COM | $4.23万 | 0.00% | 9,433 | -2,500 | -21.0% | -$1.12万 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $4.23万 | 0.00% | 464 | -3,687 | -88.8% | -$33.63万 | 减仓 |
| MTH | MERITAGE HOMES CORP COM | $4.27万 | 0.00% | 509 | -440 | -46.4% | -$3.69万 | 减仓 |
| PCVX | VAXCYTE INC COM | $4.27万 | 0.00% | 735 | -513 | -41.1% | -$2.98万 | 减仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $4.28万 | 0.00% | 900 | 900 | — | $4.28万 | 新建仓 |
| TFSL | TFS FINL CORP COM | $4.29万 | 0.00% | 2,419 | -287 | -10.6% | -$5,086 | 减仓 |
| KURA | KURA ONCOLOGY INC COM | $4.29万 | 0.00% | 3,912 | -98 | -2.4% | -$1,075 | 减仓 |
| EXPO | EXPONENT INC COM | $4.32万 | 0.00% | 736 | -727 | -49.7% | -$4.27万 | 减仓 |
| UMBF | UMB FINL CORP COM | $4.33万 | 0.00% | 303 | -93 | -23.5% | -$1.33万 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $4.33万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC COM | $4.33万 | 0.00% | 2,031 | 303 | 17.5% | $6,460 | 加仓 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $4.33万 | 0.00% | 574 | -574 | -50.0% | -$4.33万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $4.34万 | 0.00% | 251 | 74 | 41.8% | $1.28万 | 加仓 |
| TNK | TEEKAY TANKERS LTD CL A | $4.35万 | 0.00% | 670 | 246 | 58.0% | $1.60万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $4.35万 | 0.00% | 1,744 | 468 | 36.7% | $1.17万 | 加仓 |
| CFA | VICTORYSHARES US 500 VOLATILITY WTD ETF | $4.35万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $4.36万 | 0.00% | 413 | -94 | -18.5% | -$9,930 | 减仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $4.36万 | 0.00% | 1,047 | -2,125 | -67.0% | -$8.86万 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $4.37万 | 0.00% | 3,862 | -1,607 | -29.4% | -$1.82万 | 减仓 |
| KWR | QUAKER HOUGHTON COM | $4.37万 | 0.00% | 275 | -69 | -20.1% | -$1.10万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $4.37万 | 0.00% | 294 | -182 | -38.2% | -$2.71万 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS CP CL A | $4.37万 | 0.00% | 3,354 | 2,554 | 319.2% | $3.33万 | 加仓 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $4.38万 | 0.00% | 1,047 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $4.41万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $4.42万 | 0.00% | 7,707 | 4,768 | 162.2% | $2.73万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $4.42万 | 0.00% | 195 | -65 | -25.0% | -$1.47万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $4.45万 | 0.00% | 971 | -708 | -42.2% | -$3.24万 | 减仓 |
| M | MACYS INC COM | $4.46万 | 0.00% | 1,892 | -942 | -33.2% | -$2.22万 | 减仓 |
| DEI | DOUGLAS EMMETT INC COM | $4.46万 | 0.00% | 3,780 | 1,295 | 52.1% | $1.53万 | 加仓 |
| YETI | YETI HLDGS INC COM | $4.46万 | 0.00% | 900 | -480 | -34.8% | -$2.38万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $4.46万 | 0.00% | 1,874 | -228 | -10.8% | -$5,429 | 减仓 |
| CHPX | GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF | $4.46万 | 0.00% | 420 | 420 | — | $4.46万 | 新建仓 |
| CMC | COMMERCIAL METALS CO COM | $4.47万 | 0.00% | 713 | -509 | -41.7% | -$3.19万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $4.48万 | 0.00% | 1,432 | -24,594 | -94.5% | -$76.88万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $4.49万 | 0.00% | 1,274 | -674 | -34.6% | -$2.37万 | 减仓 |
| CNXC | CONCENTRIX CORP COM | $4.49万 | 0.00% | 2,005 | -1,504 | -42.9% | -$3.37万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $4.49万 | 0.00% | 646 | -3,196 | -83.2% | -$22.23万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $4.50万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $4.51万 | 0.00% | 582 | 196 | 50.8% | $1.52万 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $4.51万 | 0.00% | 278 | -289 | -51.0% | -$4.69万 | 减仓 |
| OTTR | OTTER TAIL CORP COM | $4.54万 | 0.00% | 504 | 111 | 28.2% | $9,988 | 加仓 |
| ASB | ASSOCIATED BANC-CORP COM | $4.54万 | 0.00% | 1,475 | 71 | 5.1% | $2,185 | 加仓 |
| QNST | QUINSTREET INC COM | $4.54万 | 0.00% | 3,098 | 907 | 41.4% | $1.33万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $4.54万 | 0.00% | 591 | -1,207 | -67.1% | -$9.28万 | 减仓 |
| STXF | STRIVE 500 ETF | $4.54万 | 0.00% | 941 | 257 | 37.6% | $1.24万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $4.56万 | 0.00% | 1,521 | -426 | -21.9% | -$1.28万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $4.56万 | 0.00% | 4,257 | -2,652 | -38.4% | -$2.84万 | 减仓 |
| AGI | ALAMOS GOLD INC COM CL A | $4.57万 | 0.00% | 1,507 | -990 | -39.6% | -$3.00万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION COM | $4.57万 | 0.00% | 192 | -50 | -20.7% | -$1.19万 | 减仓 |
| HTO | H2O AMERICA COM | $4.58万 | 0.00% | 754 | -157 | -17.2% | -$9,541 | 减仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $4.58万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P 500 GARP ETF | $4.59万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $4.61万 | 0.00% | 454 | 34 | 8.1% | $3,451 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $4.62万 | 0.00% | 841 | -207 | -19.8% | -$1.14万 | 减仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $4.62万 | 0.00% | 1,151 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $4.62万 | 0.00% | 567 | 65 | 12.9% | $5,300 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $4.63万 | 0.00% | 12,614 | 9,668 | 328.2% | $3.55万 | 加仓 |
| PEO | ADAM NAT RES FD INC COM | $4.63万 | 0.00% | 1,873 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP COM STK | $4.63万 | 0.00% | 1,094 | -1,203 | -52.4% | -$5.09万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $4.63万 | 0.00% | 626 | -213 | -25.4% | -$1.58万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $4.64万 | 0.00% | 4,173 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MINING CORPORATION COM | $4.64万 | 0.00% | 3,114 | 2,983 | 2,277.1% | $4.45万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $4.65万 | 0.00% | 891 | -94 | -9.5% | -$4,904 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $4.66万 | 0.00% | 3,513 | -208 | -5.6% | -$2,758 | 减仓 |
| FSM | FORTUNA MNG CORP COM NEW | $4.67万 | 0.00% | 5,522 | -2,673 | -32.6% | -$2.26万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $4.67万 | 0.00% | 849 | -6 | -0.7% | -$330 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $4.68万 | 0.00% | 123 | -39 | -24.1% | -$1.48万 | 减仓 |
| ERIE | ERIE INDTY CO CL A | $4.70万 | 0.00% | 196 | -28 | -12.5% | -$6,713 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $4.70万 | 0.00% | 284 | -74 | -20.7% | -$1.22万 | 减仓 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $4.70万 | 0.00% | 1,253 | 822 | 190.7% | $3.08万 | 加仓 |
| TU | TELUS CORPORATION COM | $4.70万 | 0.00% | 4,449 | -1,225 | -21.6% | -$1.29万 | 减仓 |
| TOST | TOAST INC CL A | $4.70万 | 0.00% | 1,691 | -2,294 | -57.6% | -$6.38万 | 减仓 |
| RYN | RAYONIER INC COM | $4.72万 | 0.00% | 2,216 | -3,558 | -61.6% | -$7.57万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC COM | $4.72万 | 0.00% | 6,816 | 6,816 | — | $4.72万 | 新建仓 |
| LOPE | GRAND CANYON ED INC COM | $4.72万 | 0.00% | 330 | -460 | -58.2% | -$6.58万 | 减仓 |