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 |
|---|---|---|---|---|---|---|---|---|
| ALKS | ALKERMES PLC SHS | $11.59万 | 0.00% | 3,278 | 823 | 33.5% | $2.91万 | 加仓 |
| OI | O-I GLASS INC COM | $11.60万 | 0.00% | 11,038 | 2,495 | 29.2% | $2.62万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $11.61万 | 0.00% | 1,540 | -117 | -7.1% | -$8,821 | 减仓 |
| CCJ | CAMECO CORP COM | $11.63万 | 0.00% | 1,071 | 163 | 18.0% | $1.77万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $11.72万 | 0.00% | 2,146 | 1,304 | 154.9% | $7.12万 | 加仓 |
| NGVT | INGEVITY CORP COM | $11.77万 | 0.00% | 1,653 | 39 | 2.4% | $2,778 | 加仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $11.78万 | 0.00% | 14,685 | 6,127 | 71.6% | $4.91万 | 加仓 |
| RHI | ROBERT HALF INC. COM | $11.78万 | 0.00% | 4,638 | -1,181 | -20.3% | -$3.00万 | 减仓 |
| CNM | CORE & MAIN INC CL A | $11.80万 | 0.00% | 2,389 | 710 | 42.3% | $3.51万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $11.83万 | 0.00% | 4,054 | 2,031 | 100.4% | $5.93万 | 加仓 |
| — | THOMSON REUTERS CORP COM | $11.86万 | 0.00% | 1,318 | 276 | 26.5% | $2.48万 | 加仓 |
| RYN | RAYONIER INC COM | $11.91万 | 0.00% | 5,774 | 90 | 1.6% | $1,856 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $11.91万 | 0.00% | 1,681 | 181 | 12.1% | $1.28万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $11.92万 | 0.00% | 1,677 | 720 | 75.2% | $5.12万 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $11.92万 | 0.00% | 7,017 | 2,949 | 72.5% | $5.01万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $11.95万 | 0.00% | 3,107 | 418 | 15.5% | $1.61万 | 加仓 |
| ESNT | ESSENT GROUP LTD COM | $11.95万 | 0.00% | 2,045 | -495 | -19.5% | -$2.89万 | 减仓 |
| IDCC | INTERDIGITAL INC COM | $11.99万 | 0.00% | 397 | 147 | 58.8% | $4.44万 | 加仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $11.99万 | 0.00% | 1,572 | 1,572 | — | $11.99万 | 新建仓 |
| TIMB | TIM S A SPONSORED ADR | $12.04万 | 0.00% | 4,544 | 1,925 | 73.5% | $5.10万 | 加仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $12.04万 | 0.00% | 2,395 | 872 | 57.3% | $4.39万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC COM | $12.08万 | 0.00% | 1,345 | 301 | 28.8% | $2.70万 | 加仓 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $12.10万 | 0.00% | 3,851 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $12.12万 | 0.00% | 6,610 | -5,785 | -46.7% | -$10.61万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $12.13万 | 0.00% | 3,242 | 1,130 | 53.5% | $4.23万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $12.13万 | 0.00% | 2,105 | 377 | 21.8% | $2.17万 | 加仓 |
| EVTC | EVERTEC INC COM | $12.14万 | 0.00% | 4,302 | 524 | 13.9% | $1.48万 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $12.14万 | 0.00% | 1,090 | 161 | 17.3% | $1.79万 | 加仓 |
| HBM | HUDBAY MINERALS INC COM | $12.17万 | 0.00% | 5,824 | 2,698 | 86.3% | $5.64万 | 加仓 |
| BAP | CREDICORP LTD COM | $12.18万 | 0.00% | 359 | 171 | 91.0% | $5.80万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $12.19万 | 0.00% | 5,146 | 2,706 | 110.9% | $6.41万 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $12.20万 | 0.00% | 578 | 228 | 65.1% | $4.81万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $12.24万 | 0.00% | 2,477 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $12.25万 | 0.00% | 1,926 | 301 | 18.5% | $1.91万 | 加仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $12.26万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER TRENDPILOT 100 ETF | $12.26万 | 0.00% | 1,681 | 9 | 0.5% | $657 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $12.28万 | 0.00% | 1,040 | 61 | 6.2% | $7,202 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $12.28万 | 0.00% | 4,433 | 1,916 | 76.1% | $5.31万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $12.32万 | 0.00% | 2,446 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S SPONSORED ADS | $12.33万 | 0.00% | 4,597 | 1,565 | 51.6% | $4.20万 | 加仓 |
| SUI | SUN CMNTYS INC COM | $12.37万 | 0.00% | 982 | 209 | 27.0% | $2.63万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $12.40万 | 0.00% | 1,075 | 60 | 5.9% | $6,923 | 加仓 |
| QLYS | QUALYS INC COM | $12.43万 | 0.00% | 1,415 | 184 | 14.9% | $1.62万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $12.44万 | 0.00% | 66 | -8 | -10.8% | -$1.51万 | 减仓 |
| REXR | REXFORD INDL RLTY INC COM | $12.45万 | 0.00% | 3,804 | 441 | 13.1% | $1.44万 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $12.47万 | 0.00% | 2,721 | -75 | -2.7% | -$3,437 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $12.49万 | 0.00% | 387 | 26 | 7.2% | $8,390 | 加仓 |
| — | ALPHABET INC CLL OPT 12/27 300.0 CAL 看涨期权 | $12.50万 | 0.00% | 600 | 600 | — | $12.50万 | 新建仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $12.51万 | 0.00% | 4,468 | -338 | -7.0% | -$9,465 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $12.51万 | 0.00% | 2,481 | 692 | 38.7% | $3.49万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $12.54万 | 0.00% | 728 | 126 | 20.9% | $2.17万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $12.55万 | 0.00% | 16,645 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO COM | $12.57万 | 0.00% | 1,662 | -25 | -1.5% | -$1,890 | 减仓 |
| NEU | NEWMARKET CORP COM | $12.57万 | 0.00% | 196 | 3 | 1.6% | $1,924 | 加仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $12.60万 | 0.00% | 2,682 | 6 | 0.2% | $282 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $12.61万 | 0.00% | 13,808 | 12,172 | 744.0% | $11.11万 | 加仓 |
| SAIA | SAIA INC COM | $12.61万 | 0.00% | 359 | -69 | -16.1% | -$2.42万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $12.64万 | 0.00% | 2,722 | 1,695 | 165.0% | $7.87万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $12.66万 | 0.00% | 1,787 | 953 | 114.3% | $6.75万 | 加仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $12.70万 | 0.00% | 59,889 | 5,398 | 9.9% | $1.14万 | 加仓 |
| ALLY | ALLY FINL INC COM | $12.72万 | 0.00% | 3,243 | 1,787 | 122.7% | $7.01万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $12.75万 | 0.00% | 27,536 | -3,602 | -11.6% | -$1.67万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $12.79万 | 0.00% | 8,321 | -382 | -4.4% | -$5,871 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $12.81万 | 0.00% | 944 | -1 | -0.1% | -$136 | 减仓 |
| CARG | CARGURUS INC COM CL A | $12.86万 | 0.00% | 3,778 | 834 | 28.3% | $2.84万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $12.89万 | 0.00% | 4,096 | 2,142 | 109.6% | $6.74万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC COM | $12.93万 | 0.00% | 7,075 | 1,788 | 33.8% | $3.27万 | 加仓 |
| MUSA | MURPHY USA INC COM | $12.99万 | 0.00% | 263 | -188 | -41.7% | -$9.29万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $13.02万 | 0.00% | 1,159 | 511 | 78.9% | $5.74万 | 加仓 |
| AIZ | ASSURANT INC COM | $13.07万 | 0.00% | 600 | 76 | 14.5% | $1.66万 | 加仓 |
| GGG | GRACO INC COM | $13.08万 | 0.00% | 1,545 | 619 | 66.8% | $5.24万 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $13.10万 | 0.00% | 1,239 | 29 | 2.4% | $3,066 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $13.11万 | 0.00% | 5,491 | -265 | -4.6% | -$6,328 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $13.12万 | 0.00% | 1,347 | 150 | 12.5% | $1.46万 | 加仓 |
| NTR | NUTRIEN LTD COM | $13.15万 | 0.00% | 1,743 | 760 | 77.3% | $5.73万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $13.26万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $13.26万 | 0.00% | 672 | 101 | 17.7% | $1.99万 | 加仓 |
| XLP | Consumer Staples Select Sector SPDR ETF | $13.35万 | 0.00% | 1,628 | -9 | -0.5% | -$738 | 减仓 |
| RPM | RPM INTL INC COM | $13.38万 | 0.00% | 1,345 | -248 | -15.6% | -$2.47万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $13.38万 | 0.00% | 1,371 | 101 | 8.0% | $9,857 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $13.39万 | 0.00% | 819 | 168 | 25.8% | $2.75万 | 加仓 |
| SON | SONOCO PRODS CO COM | $13.39万 | 0.00% | 2,476 | 249 | 11.2% | $1.35万 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $13.43万 | 0.00% | 790 | -105 | -11.7% | -$1.79万 | 减仓 |
| QTWO | Q2 HLDGS INC COM | $13.44万 | 0.00% | 2,842 | 2,647 | 1,357.4% | $12.52万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $13.47万 | 0.00% | 10,932 | 341 | 3.2% | $4,201 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $13.47万 | 0.00% | 1,794 | 657 | 57.8% | $4.93万 | 加仓 |
| OGS | ONE GAS INC COM | $13.49万 | 0.00% | 1,566 | 767 | 96.0% | $6.61万 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $13.51万 | 0.00% | 826 | 79 | 10.6% | $1.29万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $13.51万 | 0.00% | 3,037 | -188 | -5.8% | -$8,362 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $13.51万 | 0.00% | 886 | 103 | 13.2% | $1.57万 | 加仓 |
| ALNT | ALLIENT INC COM | $13.53万 | 0.00% | 2,289 | 2,245 | 5,102.3% | $13.27万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $13.54万 | 0.00% | 1,352 | 846 | 167.2% | $8.47万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $13.57万 | 0.00% | 6,094 | 1,535 | 33.7% | $3.42万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $13.57万 | 0.00% | 1,856 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $13.59万 | 0.00% | 1,048 | 54 | 5.4% | $7,001 | 加仓 |
| ABCB | AMERIS BANCORP COM | $13.61万 | 0.00% | 1,745 | 30 | 1.7% | $2,340 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $13.64万 | 0.00% | 11,109 | 4,972 | 81.0% | $6.11万 | 加仓 |
| AVPT | AVEPOINT INC COM CL A | $13.67万 | 0.00% | 14,379 | 3,768 | 35.5% | $3.58万 | 加仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $13.69万 | 0.00% | 1,677 | 737 | 78.4% | $6.02万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $13.81万 | 0.00% | 2,724 | -1,464 | -35.0% | -$7.42万 | 减仓 |