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 |
|---|---|---|---|---|---|---|---|---|
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $5.63万 | 0.00% | 1,604 | -448 | -21.8% | -$1.57万 | 减仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $5.63万 | 0.00% | 17,887 | 3,459 | 24.0% | $1.09万 | 加仓 |
| BF/A | BROWN FORMAN CORP CL A | $5.66万 | 0.00% | 2,070 | 95 | 4.8% | $2,599 | 加仓 |
| FOX | FOX CORP CL B COM | $5.67万 | 0.00% | 1,210 | -1,628 | -57.4% | -$7.63万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC COM | $5.67万 | 0.00% | 1,081 | -690 | -39.0% | -$3.62万 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $5.67万 | 0.00% | 1,619 | -638 | -28.3% | -$2.23万 | 减仓 |
| CAVA | CAVA GROUP INC COM | $5.67万 | 0.00% | 723 | -317 | -30.5% | -$2.49万 | 减仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $5.68万 | 0.00% | 5,410 | 475 | 9.6% | $4,983 | 加仓 |
| RLI | RLI CORP COM | $5.68万 | 0.00% | 961 | 314 | 48.5% | $1.85万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $5.68万 | 0.00% | 1,661 | 162 | 10.8% | $5,537 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER CORP COM NEW | $5.70万 | 0.00% | 12,071 | -333 | -2.7% | -$1,572 | 减仓 |
| GGG | GRACO INC COM | $5.70万 | 0.00% | 754 | -791 | -51.2% | -$5.98万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $5.70万 | 0.00% | 2,322 | 323 | 16.2% | $7,933 | 加仓 |
| PSMT | PRICESMART INC COM | $5.70万 | 0.00% | 292 | -359 | -55.1% | -$7.01万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $5.71万 | 0.00% | 638 | -1,844 | -74.3% | -$16.50万 | 减仓 |
| MUR | MURPHY OIL CORP COM | $5.71万 | 0.00% | 1,754 | -598 | -25.4% | -$1.95万 | 减仓 |
| — | ENERGY TRANSFER L P 9.250 FXD PFD I | $5.73万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $5.78万 | 0.00% | 852 | -598 | -41.2% | -$4.05万 | 减仓 |
| CFFN | CAPITOL FED FINL INC COM | $5.78万 | 0.00% | 6,792 | -2,584 | -27.6% | -$2.20万 | 减仓 |
| — | PLDT INC SPONSORED ADR | $5.78万 | 0.00% | 3,300 | -4,090 | -55.3% | -$7.16万 | 减仓 |
| — | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $5.80万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $5.80万 | 0.00% | 2,905 | 1,973 | 211.7% | $3.94万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $5.81万 | 0.00% | 3,103 | 227 | 7.9% | $4,247 | 加仓 |
| CTRE | CARETRUST REIT INC COM | $5.81万 | 0.00% | 1,440 | -759 | -34.5% | -$3.06万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC COM | $5.81万 | 0.00% | 623 | -146 | -19.0% | -$1.36万 | 减仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $5.81万 | 0.00% | 204 | -165 | -44.7% | -$4.70万 | 减仓 |
| PRI | PRIMERICA INC COM | $5.83万 | 0.00% | 205 | -89 | -30.3% | -$2.53万 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES INC COM | $5.83万 | 0.00% | 3,836 | 2,190 | 133.0% | $3.33万 | 加仓 |
| XPO | XPO INC COM | $5.83万 | 0.00% | 284 | -300 | -51.4% | -$6.16万 | 减仓 |
| EQH | EQUITABLE HLDGS INC COM | $5.83万 | 0.00% | 1,329 | -1,172 | -46.9% | -$5.14万 | 减仓 |
| — | SKYWATER TECHNOLOGY INC COM | $5.83万 | 0.00% | 1,675 | 1,375 | 458.3% | $4.79万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $5.84万 | 0.00% | 4,315 | -1,270 | -22.7% | -$1.72万 | 减仓 |
| STWD | STARWOOD PPTY TR INC COM | $5.84万 | 0.00% | 3,566 | -1,587 | -30.8% | -$2.60万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $5.85万 | 0.00% | 1,686 | 1,256 | 292.1% | $4.35万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $5.85万 | 0.00% | 2,450 | 103 | 4.4% | $2,460 | 加仓 |
| MATX | MATSON INC COM | $5.86万 | 0.00% | 305 | 23 | 8.2% | $4,421 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $5.86万 | 0.00% | 1,214 | 3 | 0.2% | $145 | 加仓 |
| ENTG | ENTEGRIS INC COM | $5.89万 | 0.00% | 327 | -95 | -22.5% | -$1.71万 | 减仓 |
| WKC | WORLD KINECT CORPORATION COM | $5.89万 | 0.00% | 1,788 | 1,067 | 148.0% | $3.51万 | 加仓 |
| VTRS | VIATRIS INC COM | $5.90万 | 0.00% | 3,715 | -1,956 | -34.5% | -$3.11万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $5.90万 | 0.00% | 321 | -321 | -50.0% | -$5.90万 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $5.92万 | 0.00% | 2,039 | -2,015 | -49.7% | -$5.85万 | 减仓 |
| AMBA | AMBARELLA INC SHS | $5.92万 | 0.00% | 690 | 22 | 3.3% | $1,888 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $5.92万 | 0.00% | 688 | -222 | -24.4% | -$1.91万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $5.94万 | 0.00% | 531 | -309 | -36.8% | -$3.45万 | 减仓 |
| MC | MOELIS & CO CL A | $5.94万 | 0.00% | 908 | -275 | -23.2% | -$1.80万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $5.94万 | 0.00% | 418 | 95 | 29.4% | $1.35万 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $5.94万 | 0.00% | 2,395 | 940 | 64.6% | $2.33万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $5.98万 | 0.00% | 1,333 | -376 | -22.0% | -$1.69万 | 减仓 |
| ALT | ALTIMMUNE INC COM NEW | $5.99万 | 0.00% | 19,717 | -15,933 | -44.7% | -$4.84万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $6.00万 | 0.00% | 1,462 | -744 | -33.7% | -$3.05万 | 减仓 |
| — | CAPITAL GROUP U.S. LARGE VALUE ETF | $6.00万 | 0.00% | 1,942 | 0 | 0.0% | — | 不变 |
| MSBI | MIDLAND STATES BANCORP INC COM | $6.02万 | 0.00% | 1,932 | 503 | 35.2% | $1.57万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $6.02万 | 0.00% | 2,055 | -2,023 | -49.6% | -$5.93万 | 减仓 |
| CNS | COHEN & STEERS INC COM | $6.05万 | 0.00% | 794 | 184 | 30.2% | $1.40万 | 加仓 |
| WD | WALKER & DUNLOP INC COM | $6.05万 | 0.00% | 1,106 | 526 | 90.7% | $2.88万 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $6.06万 | 0.00% | 4,534 | -1,934 | -29.9% | -$2.58万 | 减仓 |
| HUN | HUNTSMAN CORP COM | $6.06万 | 0.00% | 5,706 | -1,534 | -21.2% | -$1.63万 | 减仓 |
| REG | REGENCY CTRS CORP COM | $6.07万 | 0.00% | 761 | -66 | -8.0% | -$5,263 | 减仓 |
| IOSP | INNOSPEC INC COM | $6.07万 | 0.00% | 746 | 28 | 3.9% | $2,279 | 加仓 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF | $6.07万 | 0.00% | 1,210 | 1,210 | — | $6.07万 | 新建仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $6.08万 | 0.00% | 1,321 | -101 | -7.1% | -$4,651 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $6.09万 | 0.00% | 573 | -798 | -58.2% | -$8.48万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC COM | $6.09万 | 0.00% | 412 | -68 | -14.2% | -$1.01万 | 减仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $6.09万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MEI | METHODE ELECTRS INC COM | $6.12万 | 0.00% | 3,228 | 627 | 24.1% | $1.19万 | 加仓 |
| TKR | TIMKEN CO COM | $6.15万 | 0.00% | 423 | -327 | -43.6% | -$4.75万 | 减仓 |
| TIMB | TIM S A SPONSORED ADR | $6.16万 | 0.00% | 2,875 | -1,669 | -36.7% | -$3.58万 | 减仓 |
| — | WEBSTER FINL CORP COM | $6.19万 | 0.00% | 810 | -2,717 | -77.0% | -$20.76万 | 减仓 |
| MOG/A | MOOG INC CL A | $6.19万 | 0.00% | 146 | -110 | -43.0% | -$4.67万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $6.20万 | 0.00% | 5,449 | -1,309 | -19.4% | -$1.49万 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $6.20万 | 0.00% | 407 | -606 | -59.8% | -$9.23万 | 减仓 |
| GNTX | GENTEX CORP COM | $6.20万 | 0.00% | 2,453 | -689 | -21.9% | -$1.74万 | 减仓 |
| UDR | UDR INC COM | $6.21万 | 0.00% | 1,555 | 336 | 27.6% | $1.34万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $6.22万 | 0.00% | 821 | -460 | -35.9% | -$3.48万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $6.22万 | 0.00% | 2,317 | -2,297 | -49.8% | -$6.17万 | 减仓 |
| JETS | U.S. GLOBAL JETS ETF | $6.22万 | 0.00% | 1,874 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC COM | $6.24万 | 0.00% | 1,639 | 56 | 3.5% | $2,131 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $6.24万 | 0.00% | 2,262 | 1 | 0.0% | $28 | 加仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $6.27万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $6.30万 | 0.00% | 514 | -397 | -43.6% | -$4.87万 | 减仓 |
| VSEC | VSE CORP COM | $6.31万 | 0.00% | 276 | -240 | -46.5% | -$5.48万 | 减仓 |
| DY | DYCOM INDS INC COM | $6.32万 | 0.00% | 125 | -83 | -39.9% | -$4.20万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $6.33万 | 0.00% | 1,024 | 32 | 3.2% | $1,978 | 加仓 |
| ACM | AECOM COM | $6.34万 | 0.00% | 908 | -140 | -13.4% | -$9,772 | 减仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $6.35万 | 0.00% | 759 | -918 | -54.7% | -$7.68万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $6.35万 | 0.00% | 2,083 | 1,969 | 1,727.2% | $6.00万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC COM | $6.37万 | 0.00% | 1,262 | 805 | 176.1% | $4.06万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $6.37万 | 0.00% | 11,505 | 5,606 | 95.0% | $3.11万 | 加仓 |
| WSFS | WSFS FINL CORP COM | $6.38万 | 0.00% | 831 | -386 | -31.7% | -$2.96万 | 减仓 |
| FMC | FMC CORP COM NEW | $6.38万 | 0.00% | 5,547 | -3,494 | -38.6% | -$4.02万 | 减仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $6.40万 | 0.00% | 1,610 | -1,334 | -45.3% | -$5.30万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC COM | $6.44万 | 0.00% | 3,452 | 3,441 | 31,281.8% | $6.42万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $6.44万 | 0.00% | 790 | -145 | -15.5% | -$1.18万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $6.46万 | 0.00% | 729 | -370 | -33.7% | -$3.28万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $6.49万 | 0.00% | 3,590 | 706 | 24.5% | $1.28万 | 加仓 |
| PSN | PARSONS CORP DEL COM | $6.49万 | 0.00% | 1,239 | 176 | 16.6% | $9,221 | 加仓 |
| SSD | SIMPSON MFG INC COM | $6.51万 | 0.00% | 311 | -276 | -47.0% | -$5.78万 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $6.51万 | 0.00% | 611 | -215 | -26.0% | -$2.29万 | 减仓 |
| FHI | FEDERATED HERMES INC CL B | $6.53万 | 0.00% | 1,182 | -1,830 | -60.8% | -$10.11万 | 减仓 |