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 |
|---|---|---|---|---|---|---|---|---|
| STN | STANTEC INC COM | $9.67万 | 0.00% | 1,404 | -1,164 | -45.3% | -$8.02万 | 减仓 |
| TRI | THOMSON REUTERS CORP COM | $9.68万 | 0.00% | 1,185 | -133 | -10.1% | -$1.09万 | 减仓 |
| ATR | APTARGROUP INC COM | $9.69万 | 0.00% | 774 | -717 | -48.1% | -$8.98万 | 减仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $9.70万 | 0.00% | 2,295 | 1 | 0.0% | $42 | 加仓 |
| XLP | Consumer Staples Select Sector SPDR ETF | $9.73万 | 0.00% | 1,171 | -457 | -28.1% | -$3.80万 | 减仓 |
| ENVA | ENOVA INTL INC COM | $9.75万 | 0.00% | 405 | 20 | 5.2% | $4,815 | 加仓 |
| FTV | FORTIVE CORP COM | $9.77万 | 0.00% | 1,599 | -1,139 | -41.6% | -$6.96万 | 减仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $9.79万 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $9.79万 | 0.00% | 1,970 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE CAP VALUE ETF | $9.81万 | 0.00% | 1,295 | 0 | 0.0% | — | 不变 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $9.83万 | 0.00% | 1,360 | -1,337 | -49.6% | -$9.66万 | 减仓 |
| BULL | WEBULL CORP ORD SHS | $9.83万 | 0.00% | 15,077 | 817 | 5.7% | $5,327 | 加仓 |
| SITM | SITIME CORP COM | $9.84万 | 0.00% | 132 | 34 | 34.7% | $2.53万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $9.84万 | 0.00% | 264 | -123 | -31.8% | -$4.59万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $9.86万 | 0.00% | 1,377 | -1,269 | -48.0% | -$9.09万 | 减仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $9.87万 | 0.00% | 8,333 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MAY | $9.87万 | 0.00% | 3,000 | -7,000 | -70.0% | -$23.04万 | 减仓 |
| CELC | CELCUITY INC COM | $9.88万 | 0.00% | 944 | 124 | 15.1% | $1.30万 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $9.93万 | 0.00% | 869 | -221 | -20.3% | -$2.53万 | 减仓 |
| G | GENPACT LIMITED SHS | $9.95万 | 0.00% | 3,618 | -7,774 | -68.2% | -$21.38万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $9.95万 | 0.00% | 1,290 | 282 | 28.0% | $2.18万 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $9.96万 | 0.00% | 2,236 | -1,076 | -32.5% | -$4.79万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $9.96万 | 0.00% | 9,323 | 1,297 | 16.2% | $1.39万 | 加仓 |
| DRS | LEONARDO DRS INC COM | $9.99万 | 0.00% | 2,342 | 544 | 30.3% | $2.32万 | 加仓 |
| SLM | SLM CORP COM | $10.01万 | 0.00% | 3,859 | 778 | 25.3% | $2.02万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $10.02万 | 0.00% | 3,274 | -114 | -3.4% | -$3,489 | 减仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $10.05万 | 0.00% | 1,250 | 50 | 4.2% | $4,019 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $10.05万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS COM | $10.08万 | 0.00% | 1,344 | -576 | -30.0% | -$4.32万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $10.09万 | 0.00% | 1,198 | 961 | 405.5% | $8.09万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $10.09万 | 0.00% | 5,225 | 574 | 12.3% | $1.11万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $10.10万 | 0.00% | 6,423 | 2,201 | 52.1% | $3.46万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $10.10万 | 0.00% | 1,393 | 36 | 2.7% | $2,610 | 加仓 |
| INGR | INGREDION INC COM | $10.11万 | 0.00% | 1,068 | -744 | -41.1% | -$7.04万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $10.12万 | 0.00% | 159 | 16 | 11.2% | $1.02万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $10.16万 | 0.00% | 1,356 | -500 | -26.9% | -$3.74万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $10.19万 | 0.00% | 1,500 | -322 | -17.7% | -$2.19万 | 减仓 |
| — | PRAXIS IMPACT INTERNATIONAL ETF | $10.19万 | 0.00% | 4,124 | 4,124 | — | $10.19万 | 新建仓 |
| ALV | AUTOLIV INC COM | $10.23万 | 0.00% | 880 | -713 | -44.8% | -$8.28万 | 减仓 |
| AES | AES CORP COM | $10.23万 | 0.00% | 6,978 | 1,682 | 31.8% | $2.47万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $10.23万 | 0.00% | 1,810 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $10.25万 | 0.00% | 9,125 | -7,968 | -46.6% | -$8.95万 | 减仓 |
| SPNT | SIRIUSPOINT LTD COM | $10.26万 | 0.00% | 4,275 | 571 | 15.4% | $1.37万 | 加仓 |
| NTR | NUTRIEN LTD COM | $10.27万 | 0.00% | 1,631 | -112 | -6.4% | -$7,050 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $10.28万 | 0.00% | 7,018 | -4,091 | -36.8% | -$5.99万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC COM | $10.30万 | 0.00% | 4,824 | 2,169 | 81.7% | $4.63万 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $10.33万 | 0.00% | 4,374 | -2,780 | -38.9% | -$6.57万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $10.36万 | 0.00% | 587 | -141 | -19.4% | -$2.49万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $10.41万 | 0.00% | 3,639 | -457 | -11.2% | -$1.31万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $10.42万 | 0.00% | 749 | -1,712 | -69.6% | -$23.83万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $10.51万 | 0.00% | 1,519 | -586 | -27.8% | -$4.05万 | 减仓 |
| ZTS | ZOETIS INC CL A | $10.55万 | 0.00% | 1,468 | -817 | -35.8% | -$5.87万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $10.57万 | 0.00% | 9,795 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $10.65万 | 0.00% | 938 | -2,160 | -69.7% | -$24.51万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $10.66万 | 0.00% | 127 | -11 | -8.0% | -$9,233 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $10.66万 | 0.00% | 1,011 | 2 | 0.2% | $211 | 加仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $10.67万 | 0.00% | 400 | 400 | — | $10.67万 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $10.69万 | 0.00% | 1,740 | 143 | 9.0% | $8,789 | 加仓 |
| CHDN | CHURCHILL DOWNS INC COM | $10.70万 | 0.00% | 1,194 | -151 | -11.2% | -$1.35万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $10.75万 | 0.00% | 2,251 | 979 | 77.0% | $4.67万 | 加仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $10.76万 | 0.00% | 5,229 | 729 | 16.2% | $1.50万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $10.77万 | 0.00% | 603 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $10.77万 | 0.00% | 686 | 135 | 24.5% | $2.12万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $10.78万 | 0.00% | 2,176 | 106 | 5.1% | $5,252 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $10.79万 | 0.00% | 1,778 | 1,243 | 232.3% | $7.54万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $10.79万 | 0.00% | 661 | -414 | -38.5% | -$6.76万 | 减仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $10.81万 | 0.00% | 48,037 | -11,852 | -19.8% | -$2.67万 | 减仓 |
| DOX | AMDOCS LTD SHS | $10.81万 | 0.00% | 2,138 | -117 | -5.2% | -$5,915 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $10.82万 | 0.00% | 2,853 | 388 | 15.7% | $1.47万 | 加仓 |
| — | PACER CASH COWS FUND OF FUNDS ETF | $10.83万 | 0.00% | 2,300 | -1,631 | -41.5% | -$7.68万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $10.85万 | 0.00% | 23,475 | -4,061 | -14.7% | -$1.88万 | 减仓 |
| AVT | AVNET INC COM | $10.85万 | 0.00% | 1,222 | -436 | -26.3% | -$3.87万 | 减仓 |
| VRNS | VARONIS SYS INC COM | $10.88万 | 0.00% | 2,592 | 1,232 | 90.6% | $5.17万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $10.89万 | 0.00% | 2,811 | -1,859 | -39.8% | -$7.20万 | 减仓 |
| XYZ | BLOCK INC CL A | $10.90万 | 0.00% | 1,434 | 591 | 70.1% | $4.49万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $10.90万 | 0.00% | 2,284 | 97 | 4.4% | $4,631 | 加仓 |
| TENB | TENABLE HLDGS INC COM | $10.97万 | 0.00% | 2,974 | -575 | -16.2% | -$2.12万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $10.98万 | 0.00% | 2,775 | -3,018 | -52.1% | -$11.94万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $10.99万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC ORD SHS A | $11.01万 | 0.00% | 2,953 | -127 | -4.1% | -$4,737 | 减仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $11.06万 | 0.00% | 3,470 | 18 | 0.5% | $574 | 加仓 |
| SAIA | SAIA INC COM | $11.12万 | 0.00% | 264 | -95 | -26.5% | -$4.00万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $11.18万 | 0.00% | 1,476 | -754 | -33.8% | -$5.71万 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $11.19万 | 0.00% | 2,753 | 46 | 1.7% | $1,870 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $11.19万 | 0.00% | 2,169 | -1,457 | -40.2% | -$7.52万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $11.20万 | 0.00% | 598 | 366 | 157.8% | $6.85万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $11.20万 | 0.00% | 3,793 | -165 | -4.2% | -$4,874 | 减仓 |
| SNEX | STONEX GROUP INC COM | $11.29万 | 0.00% | 953 | -149 | -13.5% | -$1.77万 | 减仓 |
| CRBG | COREBRIDGE FINL INC COM | $11.29万 | 0.00% | 3,945 | -364 | -8.4% | -$1.04万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $11.36万 | 0.00% | 1,262 | -624 | -33.1% | -$5.62万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $11.37万 | 0.00% | 20,866 | 5,792 | 38.4% | $3.16万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $11.40万 | 0.00% | 759 | -630 | -45.4% | -$9.46万 | 减仓 |
| UNM | UNUM GROUP COM | $11.44万 | 0.00% | 1,280 | -715 | -35.8% | -$6.39万 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $11.48万 | 0.00% | 4,797 | 305 | 6.8% | $7,301 | 加仓 |
| QLTY | GMO US QUALITY ETF | $11.59万 | 0.00% | 2,784 | 1,055 | 61.0% | $4.39万 | 加仓 |
| SANM | SANMINA CORP COM | $11.64万 | 0.00% | 460 | -588 | -56.1% | -$14.88万 | 减仓 |
| FHB | FIRST HAWAIIAN INC COM | $11.68万 | 0.00% | 3,986 | 559 | 16.3% | $1.64万 | 加仓 |
| SVM | SILVERCORP METALS INC COM | $11.69万 | 0.00% | 11,574 | -2,603 | -18.4% | -$2.63万 | 减仓 |
| FSK | FS KKR CAP CORP COM | $11.71万 | 0.00% | 11,148 | 1,259 | 12.7% | $1.32万 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $11.73万 | 0.00% | 2,259 | 1,394 | 161.2% | $7.24万 | 加仓 |