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 |
|---|---|---|---|---|---|---|---|---|
| — | OFFERPAD SOLUTIONS INC COM CL A | $28 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | MOBILE INFRASTRUCTURE CORP COM SHS | $28 | 0.00% | 13 | 13 | — | $28 | 新建仓 |
| SI | SHOULDER INNOVATIONS INC COMMON STOCK | $29 | 0.00% | 2 | -5 | -71.4% | -$72 | 减仓 |
| — | SBC MED GROUP HLDGS INC COM | $29 | 0.00% | 7 | 5 | 250.0% | $21 | 加仓 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $30 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | MATINAS BIOPHARMA HLDGS INC COM NEW | $30 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CDRE | CADRE HLDGS INC COM | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FINWISE BANCORP COM | $32 | 0.00% | 2 | 2 | — | $32 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC SPON ADS | $33 | 0.00% | 100 | -317 | -76.0% | -$105 | 减仓 |
| — | XEROX HOLDINGS CORP WT EXP 021128 | $34 | 0.00% | 369 | 369 | — | $34 | 新建仓 |
| — | DIAMEDICA THERAPEUTICS INC COM NEW | $34 | 0.00% | 5 | 5 | — | $34 | 新建仓 |
| NCMI | NATIONAL CINEMEDIA INC COM NEW | $37 | 0.00% | 12 | 12 | — | $37 | 新建仓 |
| — | UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $40 | 0.00% | 13 | 13 | — | $40 | 新建仓 |
| — | X FINL SPONSORED ADS | $41 | 0.00% | 10 | -480 | -98.0% | -$1,968 | 减仓 |
| — | CELLECTIS S A SPON ADS | $41 | 0.00% | 13 | -183 | -93.4% | -$577 | 减仓 |
| — | SOLO BRANDS INC COM CL A NEW | $41 | 0.00% | 11 | -1 | -8.3% | -$4 | 减仓 |
| RLGT | RADIANT LOGISTICS INC COM | $42 | 0.00% | 6 | 3 | 100.0% | $21 | 加仓 |
| — | VALHI INC NEW COM | $43 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS IN COM | $44 | 0.00% | 22 | -121 | -84.6% | -$242 | 减仓 |
| — | CONSUMER PORTFOLIO SVCS INC COM | $46 | 0.00% | 6 | 5 | 500.0% | $38 | 加仓 |
| — | WESTWOOD HLDGS GROUP INC COM | $48 | 0.00% | 3 | 2 | 200.0% | $32 | 加仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $49 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | PRO-DEX INC COLO COM NEW | $49 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC COM | $49 | 0.00% | 11 | 11 | — | $49 | 新建仓 |
| FOA | FINANCE OF AMERICA COMPAN CL A NEW | $50 | 0.00% | 3 | 3 | — | $50 | 新建仓 |
| AMBQ | AMBIQ MICRO INC COMMON STOCK | $51 | 0.00% | 2 | 1 | 100.0% | $26 | 加仓 |
| — | VROOM INC COM NEW | $53 | 0.00% | 4 | 2 | 100.0% | $26 | 加仓 |
| — | VERDE CLEAN FUELS INC CLASS A COM | $53 | 0.00% | 32 | 26 | 433.3% | $43 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC COM | $53 | 0.00% | 4 | 4 | — | $53 | 新建仓 |
| — | SIEBERT FINL CORP COM | $54 | 0.00% | 28 | 28 | — | $54 | 新建仓 |
| — | BASSETT FURNITURE INDS INC COM | $57 | 0.00% | 4 | 3 | 300.0% | $43 | 加仓 |
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $58 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $61 | 0.00% | 7 | 7 | — | $61 | 新建仓 |
| — | AMERICAN RLTY INVS INC COM | $62 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | GREENTREE HOSPITALITY GROUP SPONSORED ADS | $64 | 0.00% | 51 | -58 | -53.2% | -$73 | 减仓 |
| — | LANZATECH GLOBAL INC COM NEW | $64 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | BIOTE CORP CLASS A COM | $65 | 0.00% | 48 | -1 | -2.0% | -$1 | 减仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $65 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC COM | $66 | 0.00% | 12 | 12 | — | $66 | 新建仓 |
| EOLS | EVOLUS INC COM | $66 | 0.00% | 16 | 16 | — | $66 | 新建仓 |
| MPTI | M-TRON INDS INC COM | $67 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SR BANCORP INC COM | $68 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC COM | $69 | 0.00% | 3 | 3 | — | $69 | 新建仓 |
| — | TRANSCONTINENTAL RLTY INVS COM NEW | $70 | 0.00% | 2 | -1 | -33.3% | -$35 | 减仓 |
| — | NAUTILUS BIOTECHNOLOGY INC COM | $70 | 0.00% | 18 | -31 | -63.3% | -$121 | 减仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $72 | 0.00% | 2 | -198 | -99.0% | -$7,128 | 减仓 |
| — | LANDMARK BANCORP INC COM | $74 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO COM | $74 | 0.00% | 5 | -37 | -88.1% | -$548 | 重新持有 |
| LXRX | LEXICON PHARMACEUTICALS INC COM NEW | $75 | 0.00% | 48 | -110 | -69.6% | -$172 | 减仓 |
| VSDB | VANGUARD SHORT DURATION BOND ETF | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | KESTREL GROUP LTD COM | $76 | 0.00% | 7 | -1 | -12.5% | -$11 | 重新持有 |
| — | SKY HARBOUR GROUP CORPORATION COM CL A | $76 | 0.00% | 8 | -5 | -38.5% | -$48 | 重新持有 |
| STRT | STRATTEC SEC CORP COM | $78 | 0.00% | 1 | 1 | — | $78 | 新建仓 |
| — | MONTAUK RENEWABLES INC COM | $79 | 0.00% | 69 | -54 | -43.9% | -$62 | 减仓 |
| CLFD | CLEARFIELD INC COM | $79 | 0.00% | 3 | 3 | — | $79 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $80 | 0.00% | 7 | -165 | -95.9% | -$1,886 | 减仓 |
| — | BIOXCEL THERAPEUTICS INC COM NEW | $80 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TSME | THRIVENT SMALL-MID CAP EQUITY ETF | $83 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $88 | 0.00% | 3 | 3 | — | $88 | 新建仓 |
| COMT | ISHARES COMMODITIES SELECT STRATEGY ETF | $90 | 0.00% | 3 | -1 | -25.0% | -$30 | 减仓 |
| — | VIRCO MFG CO COM | $91 | 0.00% | 15 | -18 | -54.5% | -$109 | 减仓 |
| GSM | FERROGLOBE PLC SHS | $91 | 0.00% | 22 | 22 | — | $91 | 新建仓 |
| — | HERE GROUP LTD ADS | $92 | 0.00% | 26 | -29 | -52.7% | -$103 | 减仓 |
| JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | $93 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $93 | 0.00% | 22 | 22 | — | $93 | 新建仓 |
| — | DMC GLOBAL INC COM | $94 | 0.00% | 18 | -32 | -64.0% | -$167 | 减仓 |
| — | KRANESHARES MSCI ALL CHINA HEALTH CARE INDEX ETF | $95 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KIDS | ORTHOPEDIATRICS CORP COM | $95 | 0.00% | 6 | 4 | 200.0% | $63 | 加仓 |
| — | ACTUATE THERAPEUTICS INC COM | $95 | 0.00% | 35 | 33 | 1,650.0% | $90 | 加仓 |
| — | RICHMOND MUT BANCORPORATION COM | $96 | 0.00% | 7 | -4 | -36.4% | -$55 | 减仓 |
| — | UNION BANKSHARES INC COM | $98 | 0.00% | 4 | 3 | 300.0% | $74 | 加仓 |
| — | SOUTHLAND HLDGS INC COM | $99 | 0.00% | 77 | 52 | 208.0% | $67 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD COM | $99 | 0.00% | 9 | 8 | 800.0% | $88 | 加仓 |
| — | SUNRISE RLTY TR INC COM | $100 | 0.00% | 13 | 8 | 160.0% | $62 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $100 | 0.00% | 1 | 1 | — | $100 | 新建仓 |
| TITN | TITAN MACHY INC COM | $100 | 0.00% | 6 | -100 | -94.3% | -$1,667 | 重新持有 |
| — | BINGEX LTD SPONSORED ADS A | $101 | 0.00% | 38 | -99 | -72.3% | -$263 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MARINE PRODS CORP COM | $102 | 0.00% | 14 | 4 | 40.0% | $29 | 加仓 |
| — | NEONODE INC COM PAR | $103 | 0.00% | 74 | 74 | — | $103 | 新建仓 |
| — | SKYX PLATFORMS CORP COM | $106 | 0.00% | 95 | 95 | — | $106 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC COM | $107 | 0.00% | 10 | 7 | 233.3% | $75 | 加仓 |
| OPBK | OP BANCORP COM | $107 | 0.00% | 8 | 7 | 700.0% | $94 | 加仓 |
| — | MERIDIAN HOLDINGS INC COM | $108 | 0.00% | 15 | -36 | -70.6% | -$259 | 减仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $109 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $109 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO COM | $113 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LGN | LEGENCE CORP CL A | $113 | 0.00% | 2 | 2 | — | $113 | 新建仓 |
| — | DIREXION DAILY FTSE CHINA BEAR 3X ETF | $117 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | EFFICIENT MARKET PORTFOLIO PLUS ETF TRUST UNITS | $117 | 0.00% | 4 | 4 | — | $117 | 新建仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $120 | 0.00% | 2 | -16,033 | -100.0% | -$96.20万 | 减仓 |
| — | HIREQUEST INC COM | $120 | 0.00% | 12 | 7 | 140.0% | $70 | 重新持有 |
| — | SUPERIOR GROUP OF CO INC COM | $121 | 0.00% | 12 | 6 | 100.0% | $60 | 加仓 |
| — | LOGISTIC PROPERTIES OF THE AME USD ORD SHS | $121 | 0.00% | 37 | 21 | 131.2% | $69 | 加仓 |
| — | SANUWAVE HEALTH INC COM | $121 | 0.00% | 7 | 7 | — | $121 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC COM | $122 | 0.00% | 6 | 6 | — | $122 | 新建仓 |
| — | STRATUS PPTYS INC COM NEW | $123 | 0.00% | 4 | 1 | 33.3% | $31 | 加仓 |
| — | A K A BRANDS HLDG CORP COM SHS | $124 | 0.00% | 12 | 0 | 0.0% | — | 不变 |