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 |
|---|---|---|---|---|---|---|---|---|
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $6.12万 | 0.00% | 1,422 | -21 | -1.5% | -$904 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $6.13万 | 0.00% | 509 | 38 | 8.1% | $4,579 | 加仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $6.15万 | 0.00% | 990 | -1,890 | -65.6% | -$11.75万 | 减仓 |
| TILE | INTERFACE INC COM | $6.16万 | 0.00% | 2,472 | 934 | 60.7% | $2.33万 | 加仓 |
| WSBC | WESBANCO INC COM | $6.17万 | 0.00% | 1,789 | -123 | -6.4% | -$4,242 | 减仓 |
| COGT | COGENT BIOSCIENCES INC COM | $6.20万 | 0.00% | 1,611 | 903 | 127.5% | $3.48万 | 加仓 |
| HAFC | HANMI FINL CORP COM NEW | $6.21万 | 0.00% | 2,355 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S SPONSORED ADR | $6.22万 | 0.00% | 272 | 69 | 34.0% | $1.58万 | 加仓 |
| CNA | CNA FINL CORP COM | $6.25万 | 0.00% | 1,362 | 69 | 5.3% | $3,168 | 加仓 |
| QLTY | GMO US QUALITY ETF | $6.26万 | 0.00% | 1,729 | -1,821 | -51.3% | -$6.59万 | 减仓 |
| REG | REGENCY CTRS CORP COM | $6.26万 | 0.00% | 827 | 14 | 1.7% | $1,059 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $6.30万 | 0.00% | 1,004 | 63 | 6.7% | $3,950 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $6.30万 | 0.00% | 2,113 | 500 | 31.0% | $1.49万 | 加仓 |
| SOBO | SOUTH BOW CORP COM | $6.31万 | 0.00% | 1,893 | 831 | 78.2% | $2.77万 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $6.32万 | 0.00% | 683 | -329 | -32.5% | -$3.04万 | 减仓 |
| TDW | TIDEWATER INC NEW COM | $6.32万 | 0.00% | 757 | -11 | -1.4% | -$919 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $6.33万 | 0.00% | 1,213 | 42 | 3.6% | $2,190 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $6.33万 | 0.00% | 418 | -14 | -3.2% | -$2,122 | 减仓 |
| — | YALLA GROUP LTD ADS | $6.36万 | 0.00% | 10,202 | 4,112 | 67.5% | $2.56万 | 加仓 |
| GEN | GEN DIGITAL INC COM | $6.36万 | 0.00% | 3,376 | 427 | 14.5% | $8,040 | 加仓 |
| WAFD | WAFD INC COM | $6.36万 | 0.00% | 2,026 | 243 | 13.6% | $7,632 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $6.38万 | 0.00% | 1,797 | 61 | 3.5% | $2,166 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $6.39万 | 0.00% | 466 | 262 | 128.4% | $3.60万 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $6.40万 | 0.00% | 5,000 | 1,750 | 53.8% | $2.24万 | 加仓 |
| EXP | EAGLE MATLS INC COM | $6.40万 | 0.00% | 338 | 14 | 4.3% | $2,652 | 加仓 |
| FSLY | FASTLY INC CL A | $6.40万 | 0.00% | 2,204 | 627 | 39.8% | $1.82万 | 加仓 |
| UDOW | PROSHARES ULTRAPRO DOW30 | $6.41万 | 0.00% | 1,277 | 1 | 0.1% | $50 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $6.41万 | 0.00% | 265 | 63 | 31.2% | $1.52万 | 加仓 |
| RELY | REMITLY GLOBAL INC COM | $6.43万 | 0.00% | 4,102 | 1,460 | 55.3% | $2.29万 | 加仓 |
| PPLI | IAC INC COM NEW | $6.43万 | 0.00% | 1,607 | 1,138 | 242.6% | $4.56万 | 加仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $6.45万 | 0.00% | 1,075 | 967 | 895.4% | $5.80万 | 加仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $6.46万 | 0.00% | 1,075 | -41 | -3.7% | -$2,462 | 减仓 |
| THO | THOR INDS INC COM | $6.46万 | 0.00% | 808 | -205 | -20.2% | -$1.64万 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $6.46万 | 0.00% | 1,684 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $6.46万 | 0.00% | 2,052 | 72 | 3.6% | $2,267 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $6.46万 | 0.00% | 2,347 | 168 | 7.7% | $4,627 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $6.47万 | 0.00% | 2,577 | 181 | 7.6% | $4,545 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER CORP COM NEW | $6.47万 | 0.00% | 12,404 | 12,404 | — | $6.47万 | 新建仓 |
| HTH | HILLTOP HLDGS INC COM | $6.49万 | 0.00% | 1,812 | 246 | 15.7% | $8,812 | 加仓 |
| FNB | F N B CORP COM | $6.49万 | 0.00% | 3,882 | 280 | 7.8% | $4,682 | 加仓 |
| AMSF | AMERISAFE INC COM | $6.49万 | 0.00% | 1,948 | -181 | -8.5% | -$6,033 | 减仓 |
| PRAA | PRA GROUP INC COM | $6.49万 | 0.00% | 3,711 | 1,230 | 49.6% | $2.15万 | 加仓 |
| NWS | NEWS CORP NEW CL B | $6.49万 | 0.00% | 2,278 | 397 | 21.1% | $1.13万 | 加仓 |
| CNO | CNO FINL GROUP INC COM | $6.50万 | 0.00% | 1,582 | 46 | 3.0% | $1,889 | 加仓 |
| TEX | TEREX CORP NEW COM | $6.50万 | 0.00% | 1,100 | 694 | 170.9% | $4.10万 | 加仓 |
| TRN | TRINITY INDS INC COM | $6.50万 | 0.00% | 2,021 | -55 | -2.6% | -$1,770 | 减仓 |
| AX | AXOS FINANCIAL INC COM | $6.53万 | 0.00% | 767 | 230 | 42.8% | $1.96万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $6.53万 | 0.00% | 4,651 | 1,121 | 31.8% | $1.57万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC COM | $6.56万 | 0.00% | 2,531 | 917 | 56.8% | $2.38万 | 加仓 |
| RVTY | REVVITY INC COM | $6.56万 | 0.00% | 749 | 109 | 17.0% | $9,547 | 加仓 |
| UFCS | UNITED FIRE GROUP INC COM | $6.56万 | 0.00% | 1,771 | 45 | 2.6% | $1,668 | 加仓 |
| RRC | RANGE RES CORP COM | $6.57万 | 0.00% | 1,455 | -1,019 | -41.2% | -$4.60万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $6.58万 | 0.00% | 1,008 | 341 | 51.1% | $2.23万 | 加仓 |
| IAUX | I-80 GOLD CORP COM | $6.58万 | 0.00% | 43,322 | -263 | -0.6% | -$400 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $6.59万 | 0.00% | 1,222 | 3 | 0.2% | $162 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $6.59万 | 0.00% | 965 | 70 | 7.8% | $4,783 | 加仓 |
| SLM | SLM CORP COM | $6.60万 | 0.00% | 3,081 | 501 | 19.4% | $1.07万 | 加仓 |
| DOCS | DOXIMITY INC CL A | $6.60万 | 0.00% | 2,833 | 2,560 | 937.7% | $5.96万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $6.60万 | 0.00% | 2,498 | -116 | -4.4% | -$3,067 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $6.63万 | 0.00% | 1,540 | 436 | 39.5% | $1.88万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $6.64万 | 0.00% | 2,058 | 2,058 | — | $6.64万 | 新建仓 |
| AGNT | EXP WORLD HLDGS INC COM | $6.64万 | 0.00% | 11,081 | -429 | -3.7% | -$2,570 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $6.66万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $6.67万 | 0.00% | 4,935 | -957 | -16.2% | -$1.29万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $6.67万 | 0.00% | 1,027 | -1,450 | -58.5% | -$9.42万 | 减仓 |
| CFFN | CAPITOL FED FINL INC COM | $6.68万 | 0.00% | 9,376 | -768 | -7.6% | -$5,476 | 减仓 |
| MAT | MATTEL INC COM | $6.71万 | 0.00% | 4,620 | -1,960 | -29.8% | -$2.85万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $6.72万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $6.72万 | 0.00% | 2,206 | 1,472 | 200.5% | $4.49万 | 加仓 |
| MC | MOELIS & CO CL A | $6.74万 | 0.00% | 1,183 | 363 | 44.3% | $2.07万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $6.75万 | 0.00% | 898 | 193 | 27.4% | $1.45万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $6.76万 | 0.00% | 1,947 | 730 | 60.0% | $2.53万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $6.77万 | 0.00% | 3,268 | 159 | 5.1% | $3,294 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $6.78万 | 0.00% | 832 | 66 | 8.6% | $5,378 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $6.79万 | 0.00% | 839 | 313 | 59.5% | $2.53万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $6.80万 | 0.00% | 574 | -1,698 | -74.7% | -$20.11万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC COM | $6.81万 | 0.00% | 7,559 | 1,162 | 18.2% | $1.05万 | 加仓 |
| BZ | KANZHUN LIMITED SPONSORED ADS | $6.83万 | 0.00% | 5,104 | -1,716 | -25.2% | -$2.30万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $6.83万 | 0.00% | 457 | -339 | -42.6% | -$5.07万 | 减仓 |
| BULL | WEBULL CORP ORD SHS | $6.84万 | 0.00% | 14,260 | 12,544 | 731.0% | $6.02万 | 加仓 |
| OXLC | OXFORD LANE CAP CORP COM | $6.85万 | 0.00% | 7,000 | 2,700 | 62.8% | $2.64万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $6.86万 | 0.00% | 6,904 | 273 | 4.1% | $2,714 | 加仓 |
| CE | CELANESE CORP DEL COM | $6.86万 | 0.00% | 1,044 | 413 | 65.5% | $2.72万 | 加仓 |
| GNTX | GENTEX CORP COM | $6.87万 | 0.00% | 3,142 | 1,283 | 69.0% | $2.80万 | 加仓 |
| ERAS | ERASCA INC COM | $6.87万 | 0.00% | 4,249 | 1,859 | 77.8% | $3.01万 | 加仓 |
| ALMS | ALUMIS INC COM | $6.90万 | 0.00% | 3,131 | 2,684 | 600.4% | $5.91万 | 加仓 |
| HSIC | SCHEIN HENRY INC COM | $6.90万 | 0.00% | 936 | 586 | 167.4% | $4.32万 | 加仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $6.91万 | 0.00% | 17,799 | 8,032 | 82.2% | $3.12万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $6.95万 | 0.00% | 1,679 | 187 | 12.5% | $7,746 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $6.97万 | 0.00% | 4,387 | 998 | 29.4% | $1.58万 | 加仓 |
| LYFT | LYFT INC CL A COM | $6.97万 | 0.00% | 5,244 | -25,608 | -83.0% | -$34.06万 | 减仓 |
| TRMK | TRUSTMARK CORP COM | $6.98万 | 0.00% | 1,657 | 314 | 23.4% | $1.32万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC COM | $7.00万 | 0.00% | 480 | 41 | 9.3% | $5,980 | 加仓 |
| WU | WESTERN UN CO COM | $7.00万 | 0.00% | 8,020 | 1,509 | 23.2% | $1.32万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $7.01万 | 0.00% | 2,099 | 315 | 17.7% | $1.05万 | 加仓 |
| NMIH | NMI HLDGS INC COM | $7.03万 | 0.00% | 1,874 | -108 | -5.4% | -$4,051 | 减仓 |
| DY | DYCOM INDS INC COM | $7.05万 | 0.00% | 208 | 5 | 2.5% | $1,694 | 加仓 |
| NTCT | NETSCOUT SYS INC COM | $7.06万 | 0.00% | 2,220 | 14 | 0.6% | $445 | 加仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $7.06万 | 0.00% | 2,483 | 30 | 1.2% | $853 | 加仓 |
| NWL | NEWELL BRANDS INC COM | $7.08万 | 0.00% | 20,629 | 9,354 | 83.0% | $3.21万 | 加仓 |