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 |
|---|---|---|---|---|---|---|---|---|
| MUR | MURPHY OIL CORP COM | $9.70万 | 0.00% | 2,352 | 581 | 32.8% | $2.40万 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $9.71万 | 0.00% | 1,606 | 445 | 38.3% | $2.69万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $9.72万 | 0.00% | 4,469 | -1,453 | -24.5% | -$3.16万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $9.73万 | 0.00% | 2,424 | 1,212 | 100.0% | $4.87万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $9.74万 | 0.00% | 476 | 362 | 317.5% | $7.41万 | 加仓 |
| HSY | HERSHEY CO COM | $9.74万 | 0.00% | 469 | 93 | 24.7% | $1.93万 | 加仓 |
| SAM | BOSTON BEER INC CL A | $9.75万 | 0.00% | 423 | 80 | 23.3% | $1.84万 | 加仓 |
| GIB | CGI INC CL A SUB VTG | $9.75万 | 0.00% | 1,334 | 237 | 21.6% | $1.73万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $9.77万 | 0.00% | 4,614 | -2,427 | -34.5% | -$5.14万 | 减仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $9.77万 | 0.00% | 10,309 | 1,274 | 14.1% | $1.21万 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $9.79万 | 0.00% | 567 | 49 | 9.5% | $8,461 | 加仓 |
| PSMT | PRICESMART INC COM | $9.80万 | 0.00% | 651 | 120 | 22.6% | $1.81万 | 加仓 |
| UPWK | UPWORK INC COM | $9.82万 | 0.00% | 8,959 | 956 | 11.9% | $1.05万 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $9.85万 | 0.00% | 1,063 | 37 | 3.6% | $3,428 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP COM | $9.91万 | 0.00% | 2,436 | 1,932 | 383.3% | $7.86万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $9.93万 | 0.00% | 3,896 | 739 | 23.4% | $1.88万 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $9.93万 | 0.00% | 1,736 | 446 | 34.6% | $2.55万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP COM | $9.94万 | 0.00% | 1,706 | -22 | -1.3% | -$1,281 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $10.03万 | 0.00% | 1,357 | 290 | 27.2% | $2.14万 | 加仓 |
| — | PROASSURANCE CORP COM | $10.03万 | 0.00% | 4,059 | -981 | -19.5% | -$2.43万 | 减仓 |
| FLHY | FRANKLIN HIGH YIELD CORPORATE ETF | $10.04万 | 0.00% | 4,157 | 3,757 | 939.2% | $9.07万 | 加仓 |
| LINE | LINEAGE INC COM | $10.04万 | 0.00% | 3,064 | 2,300 | 301.0% | $7.53万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $10.06万 | 0.00% | 5,451 | 109 | 2.0% | $2,011 | 加仓 |
| TTAN | SERVICETITAN INC SHS CL A | $10.06万 | 0.00% | 1,586 | 680 | 75.1% | $4.32万 | 加仓 |
| FSK | FS KKR CAP CORP COM | $10.07万 | 0.00% | 9,889 | 258 | 2.7% | $2,626 | 加仓 |
| SSD | SIMPSON MFG INC COM | $10.07万 | 0.00% | 587 | -9 | -1.5% | -$1,545 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $10.09万 | 0.00% | 9,795 | -1,950 | -16.6% | -$2.01万 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $10.11万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP CL A | $10.15万 | 0.00% | 1,249 | 251 | 25.2% | $2.04万 | 加仓 |
| LASR | NLIGHT INC COM | $10.17万 | 0.00% | 1,783 | 721 | 67.9% | $4.11万 | 加仓 |
| CYTK | CYTOKINETICS INC COM NEW | $10.20万 | 0.00% | 1,548 | 549 | 55.0% | $3.62万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $10.21万 | 0.00% | 3,388 | -1,043 | -23.5% | -$3.14万 | 减仓 |
| AVT | AVNET INC COM | $10.22万 | 0.00% | 1,658 | 466 | 39.1% | $2.87万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $10.23万 | 0.00% | 1,320 | 69 | 5.5% | $5,345 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $10.25万 | 0.00% | 4,039 | -184 | -4.4% | -$4,668 | 减仓 |
| FAF | FIRST AMERN FINL CORP COM | $10.27万 | 0.00% | 1,703 | -232 | -12.0% | -$1.40万 | 减仓 |
| CRBG | COREBRIDGE FINL INC COM | $10.28万 | 0.00% | 4,309 | -1,220 | -22.1% | -$2.91万 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $10.30万 | 0.00% | 10,936 | 953 | 9.5% | $8,977 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $10.32万 | 0.00% | 1,623 | 826 | 103.6% | $5.25万 | 加仓 |
| XPEV | XPENG INC ADS | $10.33万 | 0.00% | 6,035 | 2,129 | 54.5% | $3.64万 | 加仓 |
| GMED | GLOBUS MED INC CL A | $10.33万 | 0.00% | 1,199 | 632 | 111.5% | $5.45万 | 加仓 |
| — | STRATEGY INC SERIES A PERP PF | $10.35万 | 0.00% | 1,464 | 1,464 | — | $10.35万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $10.40万 | 0.00% | 3,750 | 2,988 | 392.1% | $8.29万 | 加仓 |
| MORN | MORNINGSTAR INC COM | $10.41万 | 0.00% | 616 | -203 | -24.8% | -$3.43万 | 减仓 |
| MCY | MERCURY GENL CORP NEW COM | $10.45万 | 0.00% | 1,185 | 40 | 3.5% | $3,526 | 加仓 |
| IPGP | IPG PHOTONICS CORP COM | $10.49万 | 0.00% | 915 | 133 | 17.0% | $1.52万 | 加仓 |
| OKTA | OKTA INC CL A | $10.49万 | 0.00% | 1,333 | 129 | 10.7% | $1.02万 | 加仓 |
| — | MISTER CAR WASH INC COM | $10.54万 | 0.00% | 15,125 | 7,499 | 98.3% | $5.23万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $10.55万 | 0.00% | 2,300 | 913 | 65.8% | $4.19万 | 加仓 |
| TOST | TOAST INC CL A | $10.56万 | 0.00% | 3,985 | 539 | 15.6% | $1.43万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $10.57万 | 0.00% | 9,382 | 2,647 | 39.3% | $2.98万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC COM | $10.59万 | 0.00% | 1,396 | 853 | 157.1% | $6.47万 | 加仓 |
| HRB | BLOCK H & R INC COM | $10.67万 | 0.00% | 3,362 | 1,001 | 42.4% | $3.18万 | 加仓 |
| UTEN | US TREASURY 10 YEAR NOTE ETF | $10.69万 | 0.00% | 2,452 | 230 | 10.4% | $1.00万 | 加仓 |
| MMSI | MERIT MED SYS INC COM | $10.69万 | 0.00% | 1,551 | 216 | 16.2% | $1.49万 | 加仓 |
| PTC | PTC INC COM | $10.70万 | 0.00% | 752 | 89 | 13.4% | $1.27万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $10.71万 | 0.00% | 6,185 | -19 | -0.3% | -$329 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $10.73万 | 0.00% | 1,013 | 149 | 17.2% | $1.58万 | 加仓 |
| OIS | OIL STS INTL INC COM | $10.76万 | 0.00% | 9,248 | 1,502 | 19.4% | $1.75万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $10.77万 | 0.00% | 843 | -75 | -8.2% | -$9,578 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $10.77万 | 0.00% | 1,009 | 1 | 0.1% | $107 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $10.78万 | 0.00% | 1,822 | 291 | 19.0% | $1.72万 | 加仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $10.78万 | 0.00% | 1,817 | -181 | -9.1% | -$1.07万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $10.79万 | 0.00% | 8,950 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS COM | $10.82万 | 0.00% | 1,920 | 211 | 12.3% | $1.19万 | 加仓 |
| SSL | SASOL LTD SPONSORED ADR | $10.82万 | 0.00% | 8,352 | -132 | -1.6% | -$1,711 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $10.83万 | 0.00% | 385 | 19 | 5.2% | $5,346 | 加仓 |
| HLF | HERBALIFE LTD COM SHS | $10.84万 | 0.00% | 7,366 | 822 | 12.6% | $1.21万 | 加仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $10.90万 | 0.00% | 2,944 | 1,433 | 94.8% | $5.31万 | 加仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $10.96万 | 0.00% | 369 | 52 | 16.4% | $1.54万 | 加仓 |
| — | HOLOGIC INC COM | $10.96万 | 0.00% | 1,450 | 338 | 30.4% | $2.55万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $10.98万 | 0.00% | 4,492 | 1,997 | 80.0% | $4.88万 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $10.98万 | 0.00% | 2,721 | 1,026 | 60.5% | $4.14万 | 加仓 |
| ALT | ALTIMMUNE INC COM NEW | $10.98万 | 0.00% | 35,650 | 17,967 | 101.6% | $5.53万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $10.98万 | 0.00% | 2,707 | 45 | 1.7% | $1,826 | 加仓 |
| QGEN | QIAGEN NV ORD SHARES | $10.99万 | 0.00% | 2,746 | 876 | 46.8% | $3.51万 | 加仓 |
| PRCH | PORCH GROUP INC COM | $11.00万 | 0.00% | 15,339 | 14,943 | 3,773.5% | $10.71万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $11.01万 | 0.00% | 11,214 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC COM CL A | $11.09万 | 0.00% | 2,497 | 1,056 | 73.3% | $4.69万 | 加仓 |
| AVA | AVISTA CORP COM | $11.17万 | 0.00% | 2,782 | 503 | 22.1% | $2.02万 | 加仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $11.17万 | 0.00% | 2,592 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $11.18万 | 0.00% | 3,021 | 3,021 | — | $11.18万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $11.20万 | 0.00% | 1,174 | 602 | 105.2% | $5.74万 | 加仓 |
| ASC | ARDMORE SHIPPING CORP COM | $11.22万 | 0.00% | 7,358 | 680 | 10.2% | $1.04万 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $11.28万 | 0.00% | 2,336 | 679 | 41.0% | $3.28万 | 加仓 |
| BAX | BAXTER INTL INC COM | $11.29万 | 0.00% | 6,720 | 1,763 | 35.6% | $2.96万 | 加仓 |
| KN | KNOWLES CORP COM | $11.29万 | 0.00% | 4,397 | 1,033 | 30.7% | $2.65万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $11.30万 | 0.00% | 861 | 104 | 13.7% | $1.36万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $11.30万 | 0.00% | 17,552 | 3,172 | 22.1% | $2.04万 | 加仓 |
| XPO | XPO INC COM | $11.36万 | 0.00% | 584 | 221 | 60.9% | $4.30万 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $11.37万 | 0.00% | 5,059 | 610 | 13.7% | $1.37万 | 加仓 |
| ATRO | ASTRONICS CORP COM | $11.38万 | 0.00% | 1,705 | 568 | 50.0% | $3.79万 | 加仓 |
| SKY | CHAMPION HOMES INC COM | $11.38万 | 0.00% | 1,530 | 589 | 62.6% | $4.38万 | 加仓 |
| VIRT | VIRTU FINL INC CL A | $11.40万 | 0.00% | 2,593 | 1,845 | 246.7% | $8.11万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $11.41万 | 0.00% | 799 | 239 | 42.7% | $3.41万 | 加仓 |
| UI | UBIQUITI INC COM | $11.46万 | 0.00% | 145 | 25 | 20.8% | $1.98万 | 加仓 |
| TRU | TRANSUNION COM | $11.46万 | 0.00% | 1,657 | 395 | 31.3% | $2.73万 | 加仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $11.48万 | 0.00% | 3,172 | 3,172 | — | $11.48万 | 新建仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $11.55万 | 0.00% | 642 | 321 | 100.0% | $5.77万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP COM | $11.58万 | 0.00% | 1,237 | 198 | 19.1% | $1.85万 | 加仓 |