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 |
|---|---|---|---|---|---|---|---|---|
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $7.10万 | 0.00% | 1,055 | 35 | 3.4% | $2,355 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $7.11万 | 0.00% | 2,251 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC COM | $7.12万 | 0.00% | 1,045 | 151 | 16.9% | $1.03万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $7.14万 | 0.00% | 20,336 | 6,656 | 48.7% | $2.34万 | 加仓 |
| COMP | COMPASS INC CL A | $7.15万 | 0.00% | 9,779 | 8,529 | 682.3% | $6.23万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INT | $7.17万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC CL A | $7.17万 | 0.00% | 722 | 112 | 18.4% | $1.11万 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $7.18万 | 0.00% | 5,469 | 1,073 | 24.4% | $1.41万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $7.19万 | 0.00% | 229 | 20 | 9.6% | $6,277 | 加仓 |
| ACT | ENACT HLDGS INC COM | $7.19万 | 0.00% | 1,761 | 24 | 1.4% | $979 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $7.20万 | 0.00% | 840 | 85 | 11.3% | $7,281 | 加仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $7.20万 | 0.00% | 3,943 | 272 | 7.4% | $4,969 | 加仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $7.22万 | 0.00% | 4,488 | 1,809 | 67.5% | $2.91万 | 加仓 |
| RBRK | RUBRIK INC. CL A | $7.23万 | 0.00% | 1,476 | 1,062 | 256.5% | $5.20万 | 加仓 |
| PCVX | VAXCYTE INC COM | $7.25万 | 0.00% | 1,248 | 507 | 68.4% | $2.95万 | 加仓 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $7.26万 | 0.00% | 1,822 | 608 | 50.1% | $2.42万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $7.28万 | 0.00% | 572 | 33 | 6.1% | $4,199 | 加仓 |
| TU | TELUS CORPORATION COM | $7.28万 | 0.00% | 5,674 | -3,186 | -36.0% | -$4.09万 | 减仓 |
| SFD | SMITHFIELD FOODS INC COM | $7.29万 | 0.00% | 2,607 | 1,923 | 281.1% | $5.38万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $7.29万 | 0.00% | 1,948 | -686 | -26.0% | -$2.57万 | 减仓 |
| BOH | BANK HAWAII CORP COM | $7.31万 | 0.00% | 985 | 185 | 23.1% | $1.37万 | 加仓 |
| GNW | GENWORTH FINL INC COM SHS | $7.33万 | 0.00% | 9,022 | 119 | 1.3% | $966 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $7.33万 | 0.00% | 985 | 579 | 142.6% | $4.31万 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $7.33万 | 0.00% | 3,248 | 614 | 23.3% | $1.39万 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $7.34万 | 0.00% | 2,091 | -1,692 | -44.7% | -$5.94万 | 减仓 |
| KOD | KODIAK SCIENCES INC COM | $7.35万 | 0.00% | 1,927 | 936 | 94.5% | $3.57万 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $7.35万 | 0.00% | 1,257 | 184 | 17.1% | $1.08万 | 加仓 |
| PRI | PRIMERICA INC COM | $7.36万 | 0.00% | 294 | -19 | -6.1% | -$4,759 | 减仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $7.37万 | 0.00% | 549 | 549 | — | $7.37万 | 新建仓 |
| KVYO | KLAVIYO INC COM SER A | $7.40万 | 0.00% | 3,802 | 3,628 | 2,085.1% | $7.06万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $7.41万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $7.41万 | 0.00% | 1,219 | 1,059 | 661.9% | $6.44万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $7.42万 | 0.00% | 2,424 | 339 | 16.3% | $1.04万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $7.45万 | 0.00% | 1,745 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $7.46万 | 0.00% | 5,296 | 2,006 | 61.0% | $2.83万 | 加仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $7.47万 | 0.00% | 7,773 | 5,341 | 219.6% | $5.13万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $7.47万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $7.47万 | 0.00% | 1,148 | 574 | 100.0% | $3.74万 | 加仓 |
| VICR | VICOR CORP COM | $7.49万 | 0.00% | 465 | 103 | 28.5% | $1.66万 | 加仓 |
| MOG/A | MOOG INC CL A | $7.50万 | 0.00% | 256 | 47 | 22.5% | $1.38万 | 加仓 |
| CMC | COMMERCIAL METALS CO COM | $7.51万 | 0.00% | 1,222 | 626 | 105.0% | $3.85万 | 加仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $7.51万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC COM | $7.53万 | 0.00% | 2,164 | -85 | -3.8% | -$2,958 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $7.54万 | 0.00% | 3,354 | -3,804 | -53.1% | -$8.55万 | 减仓 |
| TKR | TIMKEN CO COM | $7.54万 | 0.00% | 750 | 56 | 8.1% | $5,632 | 加仓 |
| DAN | DANA INC COM | $7.56万 | 0.00% | 2,247 | 667 | 42.2% | $2.24万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $7.57万 | 0.00% | 1,900 | 983 | 107.2% | $3.92万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $7.58万 | 0.00% | 20,715 | 5,415 | 35.4% | $1.98万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INCME COM | $7.59万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $7.60万 | 0.00% | 1,709 | 793 | 86.6% | $3.53万 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $7.60万 | 0.00% | 2,257 | 565 | 33.4% | $1.90万 | 加仓 |
| MSA | MSA SAFETY INC COM | $7.62万 | 0.00% | 465 | 134 | 40.5% | $2.20万 | 加仓 |
| NJR | NEW JERSEY RES CORP COM | $7.64万 | 0.00% | 1,391 | 280 | 25.2% | $1.54万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC COM | $7.65万 | 0.00% | 7,261 | -1,357 | -15.7% | -$1.43万 | 减仓 |
| VTRS | VIATRIS INC COM | $7.66万 | 0.00% | 5,671 | 1,134 | 25.0% | $1.53万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $7.67万 | 0.00% | 2,951 | 1,150 | 63.9% | $2.99万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $7.68万 | 0.00% | 1,122 | 1,122 | — | $7.68万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $7.70万 | 0.00% | 2,187 | 711 | 48.2% | $2.50万 | 加仓 |
| EPAM | EPAM SYS INC COM | $7.70万 | 0.00% | 569 | 489 | 611.2% | $6.62万 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $7.71万 | 0.00% | 1,150 | 79 | 7.4% | $5,293 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | $7.72万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC COM | $7.73万 | 0.00% | 1,206 | -368 | -23.4% | -$2.36万 | 减仓 |
| PHIN | PHINIA INC COMMON STOCK | $7.75万 | 0.00% | 1,132 | 376 | 49.7% | $2.57万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $7.76万 | 0.00% | 1,450 | -19 | -1.3% | -$1,017 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $7.77万 | 0.00% | 694 | 168 | 31.9% | $1.88万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $7.77万 | 0.00% | 32,511 | 6,617 | 25.6% | $1.58万 | 加仓 |
| — | CSG SYS INTL INC COM | $7.78万 | 0.00% | 973 | 235 | 31.8% | $1.88万 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $7.79万 | 0.00% | 1,548 | 941 | 155.0% | $4.73万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC CL A | $7.83万 | 0.00% | 1,684 | 562 | 50.1% | $2.61万 | 加仓 |
| RDY | DR REDDYS LABS LTD ADR | $7.83万 | 0.00% | 5,655 | 2,888 | 104.4% | $4.00万 | 加仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $7.86万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $7.89万 | 0.00% | 5,450 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $7.91万 | 0.00% | 9,441 | 1,306 | 16.1% | $1.09万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $7.95万 | 0.00% | 2,762 | 1,359 | 96.9% | $3.91万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $7.96万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP COM | $7.97万 | 0.00% | 1,217 | 69 | 6.0% | $4,517 | 加仓 |
| — | HERITAGE COMM CORP COM | $7.98万 | 0.00% | 6,391 | 72 | 1.1% | $899 | 加仓 |
| SPNT | SIRIUSPOINT LTD COM | $7.98万 | 0.00% | 3,704 | 1,256 | 51.3% | $2.71万 | 加仓 |
| DRS | LEONARDO DRS INC COM | $8.00万 | 0.00% | 1,798 | 607 | 51.0% | $2.70万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $8.04万 | 0.00% | 10,001 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC COM | $8.06万 | 0.00% | 2,199 | 850 | 63.0% | $3.12万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD SHS | $8.11万 | 0.00% | 2,055 | 743 | 56.6% | $2.93万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $8.12万 | 0.00% | 8,548 | 4,270 | 99.8% | $4.06万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $8.12万 | 0.00% | 1,265 | 579 | 84.4% | $3.72万 | 加仓 |
| DDS | DILLARDS INC CL A | $8.12万 | 0.00% | 142 | 32 | 29.1% | $1.83万 | 加仓 |
| FSM | FORTUNA MNG CORP COM NEW | $8.14万 | 0.00% | 8,195 | 2,832 | 52.8% | $2.81万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $8.14万 | 0.00% | 888 | -321 | -26.6% | -$2.94万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $8.16万 | 0.00% | 408 | 38 | 10.3% | $7,598 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $8.17万 | 0.00% | 6,758 | -1,565 | -18.8% | -$1.89万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN INM COM | $8.18万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $8.19万 | 0.00% | 2,465 | -1 | -0.0% | -$33 | 减仓 |
| — | TRI POINTE HOMES INC COM | $8.21万 | 0.00% | 1,756 | -212 | -10.8% | -$9,907 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $8.22万 | 0.00% | 229 | 80 | 53.7% | $2.87万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8.22万 | 0.00% | 910 | 205 | 29.1% | $1.85万 | 加仓 |
| PL | PLANET LABS PBC COM CL A | $8.29万 | 0.00% | 2,965 | 2,102 | 243.6% | $5.88万 | 加仓 |
| GLNG | GOLAR LNG LTD SHS | $8.29万 | 0.00% | 1,532 | 223 | 17.0% | $1.21万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P COM UNIT | $8.30万 | 0.00% | 3,061 | 0 | 0.0% | — | 不变 |
| NUTX | NUTEX HEALTH INC COM | $8.30万 | 0.00% | 873 | 873 | — | $8.30万 | 新建仓 |
| CENX | CENTURY ALUM CO COM | $8.33万 | 0.00% | 1,419 | 297 | 26.5% | $1.74万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $8.33万 | 0.00% | 827 | 295 | 55.5% | $2.97万 | 加仓 |