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 |
|---|---|---|---|---|---|---|---|---|
| HL | HECLA MINING COMPANY COM | $16.81万 | 0.01% | 9,025 | 3,960 | 78.2% | $7.38万 | 加仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $16.85万 | 0.01% | 1,649 | 102 | 6.6% | $1.04万 | 加仓 |
| WDAY | WORKDAY INC CL A | $16.94万 | 0.01% | 1,304 | 7 | 0.5% | $909 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $16.94万 | 0.01% | 567 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $16.95万 | 0.01% | 1,772 | 12 | 0.7% | $1,148 | 加仓 |
| NDSN | NORDSON CORP COM | $16.97万 | 0.01% | 638 | -48 | -7.0% | -$1.28万 | 减仓 |
| ZS | ZSCALER INC COM | $16.98万 | 0.01% | 1,210 | -630 | -34.2% | -$8.84万 | 减仓 |
| PPG | PPG INDS INC COM | $16.98万 | 0.01% | 1,588 | 147 | 10.2% | $1.57万 | 加仓 |
| VMI | VALMONT INDS INC COM | $17.03万 | 0.01% | 426 | -33 | -7.2% | -$1.32万 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $17.08万 | 0.01% | 2,162 | -46 | -2.1% | -$3,633 | 减仓 |
| FHI | FEDERATED HERMES INC CL B | $17.08万 | 0.01% | 3,012 | 1,205 | 66.7% | $6.83万 | 加仓 |
| OGE | OGE ENERGY CORP COM | $17.13万 | 0.01% | 3,571 | 1,738 | 94.8% | $8.34万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $17.13万 | 0.01% | 2,015 | -43 | -2.1% | -$3,656 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $17.18万 | 0.01% | 4,786 | 550 | 13.0% | $1.97万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $17.21万 | 0.01% | 2,479 | 440 | 21.6% | $3.05万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $17.22万 | 0.01% | 6,849 | 68 | 1.0% | $1,710 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $17.23万 | 0.01% | 1,677 | 159 | 10.5% | $1.63万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $17.23万 | 0.01% | 1,886 | 677 | 56.0% | $6.19万 | 加仓 |
| — | AMAZON COM INC CLL OPT 12/27 230.0 CAL 看涨期权 | $17.25万 | 0.01% | 600 | 300 | 100.0% | $8.63万 | 加仓 |
| OR | OR ROYALTIES INC. COM SHS | $17.26万 | 0.01% | 4,539 | 2,209 | 94.8% | $8.40万 | 加仓 |
| DRD | DRDGOLD LIMITED SPON ADR REPSTG | $17.31万 | 0.01% | 5,895 | 1,059 | 21.9% | $3.11万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $17.38万 | 0.01% | 953 | 423 | 79.8% | $7.71万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $17.45万 | 0.01% | 2,646 | 458 | 20.9% | $3.02万 | 加仓 |
| PSO | PEARSON PLC SPONSORED ADR | $17.53万 | 0.01% | 13,350 | 3,080 | 30.0% | $4.04万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $17.66万 | 0.01% | 3,869 | 32 | 0.8% | $1,461 | 加仓 |
| TWLO | TWILIO INC CL A | $17.68万 | 0.01% | 1,405 | 324 | 30.0% | $4.08万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $17.70万 | 0.01% | 14,688 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS COM SH BEN INT | $17.71万 | 0.01% | 3,544 | -171 | -4.6% | -$8,543 | 减仓 |
| CDL | VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $17.79万 | 0.01% | 2,388 | 14 | 0.6% | $1,043 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $17.88万 | 0.01% | 8,386 | 5,900 | 237.3% | $12.58万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $17.91万 | 0.01% | 1,887 | 1,081 | 134.1% | $10.26万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $17.96万 | 0.01% | 1,993 | 319 | 19.1% | $2.87万 | 加仓 |
| — | PACER CASH COWS FUND OF FUNDS ETF | $17.98万 | 0.01% | 3,931 | 2,178 | 124.2% | $9.96万 | 加仓 |
| CLX | CLOROX CO DEL COM | $18.02万 | 0.01% | 1,739 | 783 | 81.9% | $8.11万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $18.12万 | 0.01% | 1,898 | -1,388 | -42.2% | -$13.25万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $18.14万 | 0.01% | 2,230 | 739 | 49.6% | $6.01万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $18.14万 | 0.01% | 3,719 | 1,370 | 58.3% | $6.68万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $18.21万 | 0.01% | 532 | -169 | -24.1% | -$5.79万 | 减仓 |
| APTV | APTIV PLC COM SHS | $18.22万 | 0.01% | 2,624 | 141 | 5.7% | $9,791 | 加仓 |
| — | VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF | $18.25万 | 0.01% | 7,342 | 85 | 1.2% | $2,113 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $18.29万 | 0.01% | 5,293 | 2,390 | 82.3% | $8.26万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $18.32万 | 0.01% | 4,549 | 1,250 | 37.9% | $5.03万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $18.33万 | 0.01% | 5,036 | 1,037 | 25.9% | $3.77万 | 加仓 |
| PII | POLARIS INC COM | $18.35万 | 0.01% | 3,367 | 552 | 19.6% | $3.01万 | 加仓 |
| STT | STATE STR CORP COM | $18.36万 | 0.01% | 1,450 | 153 | 11.8% | $1.94万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $18.36万 | 0.01% | 8,682 | -288 | -3.2% | -$6,091 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $18.41万 | 0.01% | 4,462 | 499 | 12.6% | $2.06万 | 加仓 |
| VSAT | VIASAT INC COM | $18.44万 | 0.01% | 4,026 | 1,766 | 78.1% | $8.09万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $18.50万 | 0.01% | 1,809 | -342 | -15.9% | -$3.50万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP COM | $18.59万 | 0.01% | 4,154 | 1,590 | 62.0% | $7.12万 | 加仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $18.64万 | 0.01% | 5,349 | 2,007 | 60.1% | $6.99万 | 加仓 |
| — | VIRTUS KAR MID-CAP ETF | $18.65万 | 0.01% | 7,822 | -822 | -9.5% | -$1.96万 | 减仓 |
| POOL | POOL CORP COM | $18.68万 | 0.01% | 923 | 243 | 35.7% | $4.92万 | 加仓 |
| SNA | SNAP ON INC COM | $18.72万 | 0.01% | 515 | 87 | 20.3% | $3.16万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $18.76万 | 0.01% | 2,319 | -448 | -16.2% | -$3.63万 | 减仓 |
| ATR | APTARGROUP INC COM | $18.79万 | 0.01% | 1,491 | 521 | 53.7% | $6.57万 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $18.80万 | 0.01% | 1,099 | 102 | 10.2% | $1.74万 | 加仓 |
| CNH | CNH INDL N V SHS | $18.80万 | 0.01% | 17,093 | 2,920 | 20.6% | $3.21万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $18.83万 | 0.01% | 2,188 | 282 | 14.8% | $2.43万 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $18.84万 | 0.01% | 258 | 53 | 25.9% | $3.87万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $18.91万 | 0.01% | 2,026 | 818 | 67.7% | $7.63万 | 加仓 |
| — | MASIMO CORP COM | $18.93万 | 0.01% | 1,064 | 88 | 9.0% | $1.57万 | 加仓 |
| MKL | MARKEL GROUP INC COM | $18.95万 | 0.01% | 99 | 17 | 20.7% | $3.25万 | 加仓 |
| ENS | ENERSYS COM | $19.04万 | 0.01% | 1,096 | 410 | 59.8% | $7.12万 | 加仓 |
| CGNX | COGNEX CORP COM | $19.05万 | 0.01% | 3,888 | 888 | 29.6% | $4.35万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $19.12万 | 0.01% | 3,774 | 1,173 | 45.1% | $5.94万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $19.13万 | 0.01% | 3,576 | 1,006 | 39.1% | $5.38万 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $19.27万 | 0.01% | 23,964 | 9,138 | 61.6% | $7.35万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $19.28万 | 0.01% | 5,131 | 508 | 11.0% | $1.91万 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $19.28万 | 0.01% | 537 | 344 | 178.2% | $12.35万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $19.34万 | 0.01% | 10,731 | 469 | 4.6% | $8,451 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $19.40万 | 0.01% | 3,001 | 48 | 1.6% | $3,102 | 加仓 |
| BRO | BROWN & BROWN INC COM | $19.40万 | 0.01% | 2,976 | 2,134 | 253.4% | $13.91万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $19.41万 | 0.01% | 4,311 | 943 | 28.0% | $4.25万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $19.42万 | 0.01% | 1,496 | 97 | 6.9% | $1.26万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC COM | $19.45万 | 0.01% | 3,689 | 1,482 | 67.1% | $7.81万 | 加仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $19.46万 | 0.01% | 9,533 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $19.47万 | 0.01% | 10,137 | -3,444 | -25.4% | -$6.62万 | 减仓 |
| THG | HANOVER INS GROUP INC COM | $19.54万 | 0.01% | 1,127 | 59 | 5.5% | $1.02万 | 加仓 |
| KT | KT CORP SPONSORED ADR | $19.57万 | 0.01% | 9,122 | 2,653 | 41.0% | $5.69万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $19.74万 | 0.01% | 4,128 | 742 | 21.9% | $3.55万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $19.76万 | 0.01% | 515 | -531 | -50.8% | -$20.38万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $19.81万 | 0.01% | 1,484 | 29 | 2.0% | $3,870 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $19.86万 | 0.01% | 3,825 | -664 | -14.8% | -$3.45万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $19.90万 | 0.01% | 3,443 | 811 | 30.8% | $4.69万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $19.99万 | 0.01% | 4,217 | 2,681 | 174.5% | $12.71万 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $19.99万 | 0.01% | 992 | 232 | 30.5% | $4.68万 | 加仓 |
| SLVP | ISHARES MSCI GLOBAL SILVER MINERS ETF | $20.00万 | 0.01% | 5,640 | 26 | 0.5% | $922 | 加仓 |
| MTDR | MATADOR RES CO COM | $20.04万 | 0.01% | 3,172 | 858 | 37.1% | $5.42万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $20.07万 | 0.01% | 1,643 | 729 | 79.8% | $8.90万 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $20.07万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $20.08万 | 0.01% | 4,961 | -18 | -0.4% | -$728 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $20.10万 | 0.01% | 4,718 | 892 | 23.3% | $3.80万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $20.12万 | 0.01% | 4,075 | 1,975 | 94.0% | $9.75万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $20.14万 | 0.01% | 1,256 | 719 | 133.9% | $11.53万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $20.18万 | 0.01% | 2,282 | -955 | -29.5% | -$8.44万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $20.18万 | 0.01% | 3,626 | 672 | 22.7% | $3.74万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $20.19万 | 0.01% | 2,618 | -2,288 | -46.6% | -$17.64万 | 减仓 |
| ESTC | ELASTIC N V ORD SHS | $20.27万 | 0.01% | 4,054 | -4,994 | -55.2% | -$24.97万 | 减仓 |
| XLU | Utilities Select Sector SPDR ETF | $20.30万 | 0.01% | 4,423 | -10 | -0.2% | -$459 | 减仓 |