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 |
|---|---|---|---|---|---|---|---|---|
| TQQQ | PROSHARES ULTRAPRO QQQ | $8.35万 | 0.00% | 2,004 | -758 | -27.4% | -$3.16万 | 减仓 |
| ESAB | ESAB CORPORATION COM | $8.36万 | 0.00% | 865 | 176 | 25.5% | $1.70万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $8.40万 | 0.00% | 1,767 | -286 | -13.9% | -$1.36万 | 减仓 |
| CAVA | CAVA GROUP INC COM | $8.41万 | 0.00% | 1,040 | 393 | 60.7% | $3.18万 | 加仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $8.44万 | 0.00% | 1,985 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $8.44万 | 0.00% | 15,074 | -22 | -0.1% | -$123 | 减仓 |
| FHB | FIRST HAWAIIAN INC COM | $8.44万 | 0.00% | 3,427 | -335 | -8.9% | -$8,254 | 减仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $8.45万 | 0.00% | 5,647 | 1,543 | 37.6% | $2.31万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $8.47万 | 0.00% | 3,794 | 3,494 | 1,164.7% | $7.80万 | 加仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $8.47万 | 0.00% | 2,294 | 647 | 39.3% | $2.39万 | 加仓 |
| FOXA | FOX CORP CL A COM | $8.47万 | 0.00% | 1,451 | 251 | 20.9% | $1.47万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $8.48万 | 0.00% | 8,026 | 277 | 3.6% | $2,925 | 加仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $8.48万 | 0.00% | 3,452 | 301 | 9.6% | $7,398 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $8.50万 | 0.00% | 2,645 | 2,645 | — | $8.50万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $8.51万 | 0.00% | 5,182 | 1,050 | 25.4% | $1.73万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $8.52万 | 0.00% | 476 | 20 | 4.4% | $3,579 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $8.52万 | 0.00% | 1,169 | 118 | 11.2% | $8,600 | 加仓 |
| HUM | HUMANA INC COM | $8.55万 | 0.00% | 493 | -437 | -47.0% | -$7.58万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $8.55万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT | $8.59万 | 0.00% | 5,000 | 5,000 | — | $8.59万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $8.60万 | 0.00% | 1,220 | 433 | 55.0% | $3.05万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $8.61万 | 0.00% | 2,821 | 491 | 21.1% | $1.50万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $8.63万 | 0.00% | 3,788 | 939 | 33.0% | $2.14万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $8.65万 | 0.00% | 512 | 166 | 48.0% | $2.81万 | 加仓 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $8.69万 | 0.00% | 4,650 | 1,167 | 33.5% | $2.18万 | 加仓 |
| — | BLACKROCK ENERGY & RES TR COM | $8.69万 | 0.00% | 5,020 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $8.69万 | 0.00% | 777 | 107 | 16.0% | $1.20万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $8.70万 | 0.00% | 5,782 | 528 | 10.0% | $7,946 | 加仓 |
| — | ONESTREAM INC CL A | $8.70万 | 0.00% | 3,626 | 953 | 35.7% | $2.29万 | 加仓 |
| GDS | GDS HLDGS LTD SPONSORED ADS | $8.70万 | 0.00% | 2,160 | 915 | 73.5% | $3.69万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $8.73万 | 0.00% | 603 | 44 | 7.9% | $6,367 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $8.75万 | 0.00% | 759 | 759 | — | $8.75万 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $8.75万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC COM | $8.79万 | 0.00% | 25,788 | -121 | -0.5% | -$413 | 减仓 |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | $8.79万 | 0.00% | 3,881 | 22 | 0.6% | $499 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | $8.80万 | 0.00% | 7,373 | 1,379 | 23.0% | $1.65万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $8.84万 | 0.00% | 935 | 231 | 32.8% | $2.18万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $8.87万 | 0.00% | 1,597 | -348 | -17.9% | -$1.93万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $8.87万 | 0.00% | 4,129 | 2,788 | 207.9% | $5.99万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $8.87万 | 0.00% | 5,153 | 281 | 5.8% | $4,839 | 加仓 |
| SNEX | STONEX GROUP INC COM | $8.89万 | 0.00% | 1,102 | 568 | 106.4% | $4.58万 | 加仓 |
| ACM | AECOM COM | $8.89万 | 0.00% | 1,048 | 818 | 355.7% | $6.94万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $8.89万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS COM | $8.90万 | 0.00% | 3,021 | 1,074 | 55.2% | $3.16万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $8.94万 | 0.00% | 1,200 | 249 | 26.2% | $1.85万 | 加仓 |
| FELE | FRANKLIN ELEC INC COM | $9.01万 | 0.00% | 977 | 175 | 21.8% | $1.61万 | 加仓 |
| DVA | DAVITA INC COM | $9.01万 | 0.00% | 586 | 314 | 115.4% | $4.83万 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $9.02万 | 0.00% | 1,970 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE LATIN AMERICA ETF | $9.02万 | 0.00% | 3,189 | 3,189 | — | $9.02万 | 新建仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $9.02万 | 0.00% | 761 | 200 | 35.7% | $2.37万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $9.02万 | 0.00% | 8,159 | 4,134 | 102.7% | $4.57万 | 加仓 |
| PWV | INVESCO LARGE CAP VALUE ETF | $9.03万 | 0.00% | 1,295 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $9.05万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $9.05万 | 0.00% | 4,708 | 817 | 21.0% | $1.57万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $9.06万 | 0.00% | 2,074 | 1,791 | 632.9% | $7.82万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $9.07万 | 0.00% | 1,531 | 249 | 19.4% | $1.48万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $9.08万 | 0.00% | 1,876 | 533 | 39.7% | $2.58万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $9.10万 | 0.00% | 1,193 | 207 | 21.0% | $1.58万 | 加仓 |
| ETSY | ETSY INC COM | $9.12万 | 0.00% | 1,825 | -1,949 | -51.6% | -$9.74万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $9.13万 | 0.00% | 3,958 | 1,947 | 96.8% | $4.49万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $9.14万 | 0.00% | 4,620 | 658 | 16.6% | $1.30万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $9.14万 | 0.00% | 1,200 | 504 | 72.4% | $3.84万 | 加仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $9.16万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $9.16万 | 0.00% | 7,181 | 63 | 0.9% | $804 | 加仓 |
| CUBE | CUBESMART COM | $9.17万 | 0.00% | 2,501 | 2,035 | 436.7% | $7.46万 | 加仓 |
| NSP | INSPERITY INC COM | $9.17万 | 0.00% | 3,393 | -1,173 | -25.7% | -$3.17万 | 减仓 |
| TALO | TALOS ENERGY INC COM | $9.19万 | 0.00% | 5,834 | 178 | 3.1% | $2,805 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $9.21万 | 0.00% | 8,333 | -16,667 | -66.7% | -$18.42万 | 减仓 |
| EQH | EQUITABLE HLDGS INC COM | $9.28万 | 0.00% | 2,501 | 526 | 26.6% | $1.95万 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $9.28万 | 0.00% | 1,005 | -237 | -19.1% | -$2.19万 | 减仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $9.29万 | 0.00% | 6,468 | 2,377 | 58.1% | $3.42万 | 加仓 |
| APG | API GROUP CORP COM STK | $9.31万 | 0.00% | 2,297 | 607 | 35.9% | $2.46万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $9.32万 | 0.00% | 3,164 | 1,031 | 48.3% | $3.04万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $9.33万 | 0.00% | 4,135 | 1,383 | 50.3% | $3.12万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $9.34万 | 0.00% | 299 | 154 | 106.2% | $4.81万 | 加仓 |
| MGA | MAGNA INTL INC COM | $9.35万 | 0.00% | 1,675 | 896 | 115.0% | $5.00万 | 加仓 |
| CELC | CELCUITY INC COM | $9.36万 | 0.00% | 820 | 477 | 139.1% | $5.44万 | 加仓 |
| AOS | SMITH A O CORP COM | $9.36万 | 0.00% | 1,420 | -128 | -8.3% | -$8,440 | 减仓 |
| NIC | NICOLET BANKSHARES INC COM | $9.37万 | 0.00% | 630 | 284 | 82.1% | $4.22万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $9.39万 | 0.00% | 450 | -259 | -36.5% | -$5.40万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $9.43万 | 0.00% | 15,716 | 14,477 | 1,168.4% | $8.69万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $9.46万 | 0.00% | 1,802 | 456 | 33.9% | $2.39万 | 加仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $9.46万 | 0.00% | 531 | -1,177 | -68.9% | -$20.98万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $9.49万 | 0.00% | 2,563 | -3,331 | -56.5% | -$12.33万 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $9.50万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $9.51万 | 0.00% | 1,810 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $9.51万 | 0.00% | 787 | 384 | 95.3% | $4.64万 | 加仓 |
| VSEC | VSE CORP COM | $9.52万 | 0.00% | 516 | 258 | 100.0% | $4.76万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $9.52万 | 0.00% | 5,585 | 3,523 | 170.9% | $6.00万 | 加仓 |
| EXPO | EXPONENT INC COM | $9.55万 | 0.00% | 1,463 | -126 | -7.9% | -$8,221 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $9.55万 | 0.00% | 1,099 | 569 | 107.4% | $4.94万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $9.57万 | 0.00% | 2,070 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP COM | $9.60万 | 0.00% | 3,509 | 1,960 | 126.5% | $5.36万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $9.60万 | 0.00% | 911 | 352 | 63.0% | $3.71万 | 加仓 |
| HUN | HUNTSMAN CORP COM | $9.64万 | 0.00% | 7,240 | 1,672 | 30.0% | $2.23万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC COM | $9.65万 | 0.00% | 704 | 107 | 17.9% | $1.47万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $9.66万 | 0.00% | 1,281 | 292 | 29.5% | $2.20万 | 加仓 |
| CVLT | COMMVAULT SYS INC COM | $9.67万 | 0.00% | 1,242 | 1,177 | 1,810.8% | $9.17万 | 加仓 |
| EL | LAUDER ESTEE COS INC CL A | $9.68万 | 0.00% | 1,349 | 370 | 37.8% | $2.66万 | 加仓 |
| W | WAYFAIR INC CL A | $9.69万 | 0.00% | 1,289 | -599 | -31.7% | -$4.51万 | 减仓 |