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 |
|---|---|---|---|---|---|---|---|---|
| PEGA | PEGASYSTEMS INC COM | $13.85万 | 0.00% | 3,254 | -1,414 | -30.3% | -$6.02万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $13.91万 | 0.00% | 1,027 | 242 | 30.8% | $3.28万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $13.93万 | 0.00% | 1,190 | 458 | 62.6% | $5.36万 | 加仓 |
| DXCM | DEXCOM INC COM | $14.00万 | 0.00% | 2,229 | -443 | -16.6% | -$2.78万 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $14.08万 | 0.00% | 8,853 | -314 | -3.4% | -$4,995 | 减仓 |
| AGX | ARGAN INC COM | $14.16万 | 0.00% | 260 | -5 | -1.9% | -$2,723 | 减仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $14.19万 | 0.00% | 2,974 | 184 | 6.6% | $8,780 | 加仓 |
| GATX | GATX CORP COM | $14.21万 | 0.00% | 832 | 130 | 18.5% | $2.22万 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $14.22万 | 0.00% | 2,365 | 6 | 0.3% | $361 | 加仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $14.22万 | 0.00% | 2,695 | 1,011 | 60.0% | $5.33万 | 加仓 |
| CSL | CARLISLE COS INC COM | $14.25万 | 0.00% | 427 | -44 | -9.3% | -$1.47万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $14.27万 | 0.00% | 1,504 | 189 | 14.4% | $1.79万 | 加仓 |
| FNV | FRANCO NEV CORP COM | $14.30万 | 0.00% | 579 | 193 | 50.0% | $4.77万 | 加仓 |
| — | ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI | $14.33万 | 0.00% | 3,555 | 1,347 | 61.0% | $5.43万 | 加仓 |
| CDE | COEUR MNG INC COM NEW | $14.34万 | 0.00% | 7,641 | 4,129 | 117.6% | $7.75万 | 加仓 |
| EG | EVEREST GROUP LTD COM | $14.41万 | 0.00% | 441 | -623 | -58.6% | -$20.36万 | 减仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $14.46万 | 0.00% | 2,191 | 6 | 0.3% | $396 | 加仓 |
| WAY | WAYSTAR HLDG CORP COM | $14.46万 | 0.00% | 5,998 | 3,598 | 149.9% | $8.67万 | 加仓 |
| KTB | KONTOOR BRANDS INC COM | $14.51万 | 0.00% | 2,064 | 269 | 15.0% | $1.89万 | 加仓 |
| BOX | BOX INC CL A | $14.54万 | 0.00% | 6,150 | 2,292 | 59.4% | $5.42万 | 加仓 |
| UNM | UNUM GROUP COM | $14.57万 | 0.00% | 1,995 | 9 | 0.5% | $657 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $14.59万 | 0.00% | 1,450 | -345 | -19.2% | -$3.47万 | 减仓 |
| R | RYDER SYS INC COM | $14.60万 | 0.00% | 713 | 374 | 110.3% | $7.66万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $14.64万 | 0.00% | 810 | 42 | 5.5% | $7,592 | 加仓 |
| — | QORVO INC COM | $14.64万 | 0.00% | 1,892 | 13 | 0.7% | $1,006 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $14.70万 | 0.00% | 3,312 | -126 | -3.7% | -$5,591 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $14.70万 | 0.00% | 4,078 | 515 | 14.5% | $1.86万 | 加仓 |
| DOX | AMDOCS LTD SHS | $14.72万 | 0.00% | 2,255 | 550 | 32.3% | $3.59万 | 加仓 |
| NOV | NOV INC COM | $14.73万 | 0.00% | 7,833 | 449 | 6.1% | $8,446 | 加仓 |
| IX | ORIX CORP SPONSORED ADR | $14.75万 | 0.00% | 4,919 | 120 | 2.5% | $3,599 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $14.82万 | 0.00% | 1,360 | -1,386 | -50.5% | -$15.11万 | 减仓 |
| INVH | INVITATION HOMES INC COM | $14.85万 | 0.00% | 5,975 | -4,496 | -42.9% | -$11.17万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $14.86万 | 0.00% | 750 | 275 | 57.9% | $5.45万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $14.91万 | 0.00% | 550 | 54 | 10.9% | $1.46万 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $14.94万 | 0.00% | 2,082 | 623 | 42.7% | $4.47万 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $14.97万 | 0.00% | 690 | -889 | -56.3% | -$19.29万 | 减仓 |
| FFIV | F5 INC COM | $14.97万 | 0.00% | 517 | 194 | 60.1% | $5.62万 | 加仓 |
| FOX | FOX CORP CL B COM | $15.07万 | 0.00% | 2,838 | 613 | 27.6% | $3.26万 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $15.09万 | 0.00% | 3,324 | 380 | 12.9% | $1.73万 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $15.10万 | 0.00% | 20,797 | 6,012 | 40.7% | $4.36万 | 加仓 |
| NE | NOBLE CORP PLC ORD SHS A | $15.11万 | 0.00% | 3,080 | 521 | 20.4% | $2.56万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $15.13万 | 0.00% | 1,640 | -982 | -37.5% | -$9.06万 | 减仓 |
| FTV | FORTIVE CORP COM | $15.14万 | 0.00% | 2,738 | 730 | 36.4% | $4.04万 | 加仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $15.15万 | 0.00% | 2,591 | 1,029 | 65.9% | $6.02万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $15.17万 | 0.00% | 1,404 | 180 | 14.7% | $1.94万 | 加仓 |
| — | FIRST US BANCSHARES INC COM | $15.20万 | 0.00% | 9,932 | 4,966 | 100.0% | $7.60万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $15.20万 | 0.00% | 1,393 | 308 | 28.4% | $3.36万 | 加仓 |
| SVM | SILVERCORP METALS INC COM | $15.23万 | 0.00% | 14,177 | 6,674 | 89.0% | $7.17万 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $15.26万 | 0.00% | 7,186 | 1,012 | 16.4% | $2.15万 | 加仓 |
| MZTI | MARZETTI COMPANY COM | $15.30万 | 0.00% | 1,106 | 536 | 94.0% | $7.41万 | 加仓 |
| CHE | CHEMED CORP NEW COM | $15.34万 | 0.00% | 406 | 35 | 9.4% | $1.32万 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $15.39万 | 0.00% | 482 | 7 | 1.5% | $2,235 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $15.39万 | 0.00% | 2,723 | 9 | 0.3% | $509 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $15.46万 | 0.00% | 2,987 | 1,026 | 52.3% | $5.31万 | 加仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $15.46万 | 0.00% | 2,234 | 268 | 13.6% | $1.86万 | 加仓 |
| LAD | LITHIA MTRS INC COM | $15.54万 | 0.00% | 622 | -204 | -24.7% | -$5.10万 | 减仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $15.54万 | 0.00% | 1,989 | 0 | 0.0% | — | 不变 |
| — | PLDT INC SPONSORED ADR | $15.55万 | 0.00% | 7,390 | 3,155 | 74.5% | $6.64万 | 加仓 |
| FMC | FMC CORP COM NEW | $15.57万 | 0.00% | 9,041 | 8,804 | 3,714.8% | $15.16万 | 加仓 |
| BCML | BAYCOM CORP COM | $15.58万 | 0.00% | 5,241 | -169 | -3.1% | -$5,024 | 减仓 |
| — | COHEN & STEERS CLOSED-END COM | $15.60万 | 0.00% | 12,157 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $15.63万 | 0.00% | 2,092 | 1,046 | 100.0% | $7.82万 | 加仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $15.66万 | 0.00% | 9,840 | 3,736 | 61.2% | $5.94万 | 加仓 |
| LEA | LEAR CORP COM NEW | $15.72万 | 0.00% | 1,298 | 373 | 40.3% | $4.52万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $15.76万 | 0.00% | 1,087 | 1,087 | — | $15.76万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $15.80万 | 0.00% | 630 | -446 | -41.4% | -$11.18万 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $15.82万 | 0.00% | 3,283 | 1,408 | 75.1% | $6.78万 | 加仓 |
| — | AIR LEASE CORP CL A | $15.82万 | 0.00% | 2,436 | -653 | -21.1% | -$4.24万 | 减仓 |
| FLR | FLUOR CORP COM | $15.88万 | 0.00% | 3,404 | -1,090 | -24.3% | -$5.08万 | 减仓 |
| XYL | XYLEM INC COM | $16.00万 | 0.00% | 1,338 | 282 | 26.7% | $3.37万 | 加仓 |
| CLS | CELESTICA INC COM | $16.01万 | 0.00% | 569 | 43 | 8.2% | $1.21万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $16.02万 | 0.00% | 3,432 | 13 | 0.4% | $607 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $16.05万 | 0.00% | 11,281 | 1,884 | 20.0% | $2.68万 | 加仓 |
| VAL | VALARIS LTD CL A | $16.07万 | 0.00% | 1,639 | 3 | 0.2% | $294 | 加仓 |
| COHR | COHERENT CORP COM | $16.10万 | 0.00% | 676 | 128 | 23.4% | $3.05万 | 加仓 |
| VVR | INVESCO SR INCOME TR COM | $16.11万 | 0.00% | 50,046 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $16.13万 | 0.00% | 443 | 14 | 3.3% | $5,098 | 加仓 |
| BCE | BCE INC COM NEW | $16.14万 | 0.00% | 6,393 | 2,448 | 62.1% | $6.18万 | 加仓 |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $16.17万 | 0.00% | 2,264 | -16 | -0.7% | -$1,143 | 减仓 |
| PACS | PACS GROUP INC COM SHS | $16.27万 | 0.00% | 5,064 | 4,465 | 745.4% | $14.34万 | 加仓 |
| CPNG | COUPANG INC CL A | $16.28万 | 0.00% | 8,621 | 4,970 | 136.1% | $9.38万 | 加仓 |
| FER | FERROVIAL NV ORD SHS | $16.30万 | 0.00% | 2,505 | 1,064 | 73.8% | $6.92万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $16.32万 | 0.00% | 16,273 | 2,576 | 18.8% | $2.58万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $16.40万 | 0.00% | 4,900 | -4,127 | -45.7% | -$13.81万 | 减仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $16.45万 | 0.01% | 1,203 | 443 | 58.3% | $6.06万 | 加仓 |
| NVMI | NOVA LTD COM | $16.46万 | 0.01% | 379 | 99 | 35.4% | $4.30万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $16.51万 | 0.01% | 1,757 | -169 | -8.8% | -$1.59万 | 减仓 |
| SHC | SOTERA HEALTH CO COM | $16.52万 | 0.01% | 11,518 | 3,946 | 52.1% | $5.66万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $16.54万 | 0.01% | 2,697 | -1,915 | -41.5% | -$11.74万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $16.55万 | 0.01% | 1,798 | 318 | 21.5% | $2.93万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $16.65万 | 0.01% | 5,035 | 861 | 20.6% | $2.85万 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $16.69万 | 0.01% | 8,938 | 2,885 | 47.7% | $5.39万 | 加仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $16.71万 | 0.01% | 3,023 | -37 | -1.2% | -$2,046 | 减仓 |
| GTLB | GITLAB INC CLASS A COM | $16.73万 | 0.01% | 7,731 | 1,713 | 28.5% | $3.71万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $16.74万 | 0.01% | 2,128 | 610 | 40.2% | $4.80万 | 加仓 |
| FORM | FORMFACTOR INC COM | $16.75万 | 0.01% | 1,727 | 586 | 51.4% | $5.68万 | 加仓 |
| ALV | AUTOLIV INC COM | $16.75万 | 0.01% | 1,593 | 596 | 59.8% | $6.27万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $16.77万 | 0.01% | 1,179 | 208 | 21.4% | $2.96万 | 加仓 |
| CHWY | CHEWY INC CL A | $16.78万 | 0.01% | 6,216 | 863 | 16.1% | $2.33万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $16.80万 | 0.01% | 1,080 | -453 | -29.5% | -$7.05万 | 减仓 |