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 |
|---|---|---|---|---|---|---|---|---|
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $13.97万 | 0.00% | 2,162 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC COM | $13.98万 | 0.00% | 6,045 | -2,893 | -32.4% | -$6.69万 | 减仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $14.00万 | 0.00% | 4,493 | 4,493 | — | $14.00万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $14.01万 | 0.00% | 2,164 | -1,279 | -37.1% | -$8.28万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $14.03万 | 0.00% | 965 | 104 | 12.1% | $1.51万 | 加仓 |
| CLX | CLOROX CO DEL COM | $14.08万 | 0.00% | 1,475 | -264 | -15.2% | -$2.52万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $14.11万 | 0.00% | 12,944 | -3,329 | -20.5% | -$3.63万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $14.19万 | 0.00% | 5,767 | -3,648 | -38.7% | -$8.98万 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $14.21万 | 0.00% | 1,351 | 288 | 27.1% | $3.03万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $14.21万 | 0.00% | 3,656 | -5,028 | -57.9% | -$19.55万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $14.25万 | 0.00% | 1,485 | 92 | 6.6% | $8,827 | 加仓 |
| QTWO | Q2 HLDGS INC COM | $14.26万 | 0.00% | 2,964 | 122 | 4.3% | $5,868 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $14.26万 | 0.00% | 6,267 | -4,155 | -39.9% | -$9.45万 | 减仓 |
| ZS | ZSCALER INC COM | $14.27万 | 0.00% | 1,011 | -199 | -16.4% | -$2.81万 | 减仓 |
| HL | HECLA MINING COMPANY COM | $14.28万 | 0.00% | 9,256 | 231 | 2.6% | $3,564 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $14.29万 | 0.00% | 2,464 | -1,080 | -30.5% | -$6.27万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $14.38万 | 0.00% | 1,302 | -585 | -31.0% | -$6.46万 | 减仓 |
| J | JACOBS SOLUTIONS INC COM | $14.44万 | 0.00% | 1,146 | -1,165 | -50.4% | -$14.68万 | 减仓 |
| PINS | PINTEREST INC CL A | $14.49万 | 0.00% | 6,891 | 281 | 4.3% | $5,909 | 加仓 |
| DCI | DONALDSON INC COM | $14.58万 | 0.00% | 1,624 | -1,691 | -51.0% | -$15.18万 | 减仓 |
| SHC | SOTERA HEALTH CO COM | $14.59万 | 0.00% | 8,217 | -3,301 | -28.7% | -$5.86万 | 减仓 |
| UTEN | US TREASURY 10 YEAR NOTE ETF | $14.59万 | 0.00% | 3,378 | 926 | 37.8% | $4.00万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $14.62万 | 0.00% | 1,278 | -1,771 | -58.1% | -$20.26万 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $14.64万 | 0.00% | 7,955 | -431 | -5.1% | -$7,934 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $14.67万 | 0.00% | 1,687 | 1,347 | 396.2% | $11.71万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $14.68万 | 0.00% | 6,861 | 1,679 | 32.4% | $3.59万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $14.73万 | 0.00% | 2,302 | -826 | -26.4% | -$5.29万 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $14.82万 | 0.00% | 10,039 | 10,017 | 45,531.8% | $14.79万 | 加仓 |
| LOGI | LOGITECH INTL S A SHS | $14.82万 | 0.00% | 1,576 | -909 | -36.6% | -$8.55万 | 减仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $14.84万 | 0.00% | 2,573 | -450 | -14.9% | -$2.59万 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $14.89万 | 0.01% | 4,302 | 1,138 | 36.0% | $3.94万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $14.89万 | 0.01% | 5,446 | -5 | -0.1% | -$137 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $14.89万 | 0.01% | 2,756 | 989 | 56.0% | $5.34万 | 加仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $14.90万 | 0.01% | 1,681 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $14.91万 | 0.01% | 358 | -85 | -19.2% | -$3.54万 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $14.92万 | 0.01% | 899 | -141 | -13.6% | -$2.34万 | 减仓 |
| SNA | SNAP ON INC COM | $14.92万 | 0.01% | 370 | -145 | -28.2% | -$5.85万 | 减仓 |
| VVR | INVESCO SR INCOME TR COM | $15.01万 | 0.01% | 50,046 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $15.04万 | 0.01% | 77 | -22 | -22.2% | -$4.30万 | 减仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $15.08万 | 0.01% | 5,313 | -5,275 | -49.8% | -$14.98万 | 减仓 |
| EXP | EAGLE MATLS INC COM | $15.10万 | 0.01% | 671 | 333 | 98.5% | $7.49万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $15.14万 | 0.01% | 1,270 | -407 | -24.3% | -$4.85万 | 减仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $15.14万 | 0.01% | 3,853 | 902 | 30.6% | $3.54万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $15.17万 | 0.01% | 1,645 | 5 | 0.3% | $461 | 加仓 |
| LEA | LEAR CORP COM NEW | $15.19万 | 0.01% | 1,133 | -165 | -12.7% | -$2.21万 | 减仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $15.24万 | 0.01% | 5,070 | 602 | 13.5% | $1.81万 | 加仓 |
| PHM | PULTE GROUP INC COM | $15.32万 | 0.01% | 1,116 | -659 | -37.1% | -$9.05万 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $15.34万 | 0.01% | 5,721 | -3,718 | -39.4% | -$9.97万 | 减仓 |
| IR | INGERSOLL RAND INC COM | $15.34万 | 0.01% | 1,872 | -673 | -26.4% | -$5.52万 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $15.35万 | 0.01% | 769 | -509 | -39.8% | -$10.16万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $15.37万 | 0.01% | 4,452 | -584 | -11.6% | -$2.02万 | 减仓 |
| VICR | VICOR CORP COM | $15.38万 | 0.01% | 405 | -60 | -12.9% | -$2.28万 | 减仓 |
| ADSK | AUTODESK INC COM | $15.40万 | 0.01% | 792 | -865 | -52.2% | -$16.82万 | 减仓 |
| PII | POLARIS INC COM | $15.41万 | 0.01% | 2,252 | -1,115 | -33.1% | -$7.63万 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $15.49万 | 0.01% | 8,903 | -2,033 | -18.6% | -$3.54万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $15.50万 | 0.01% | 489 | -276 | -36.1% | -$8.75万 | 减仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $15.54万 | 0.01% | 11,750 | -7,019 | -37.4% | -$9.28万 | 减仓 |
| ATRO | ASTRONICS CORP COM | $15.56万 | 0.01% | 1,915 | 210 | 12.3% | $1.71万 | 加仓 |
| LAD | LITHIA MTRS INC COM | $15.56万 | 0.01% | 536 | -86 | -13.8% | -$2.50万 | 减仓 |
| NDSN | NORDSON CORP COM | $15.58万 | 0.01% | 517 | -121 | -19.0% | -$3.65万 | 减仓 |
| NCNO | NCINO INC COM | $15.62万 | 0.01% | 9,554 | 6,237 | 188.0% | $10.20万 | 加仓 |
| ALAB | ASTERA LABS INC COM | $15.65万 | 0.01% | 324 | 86 | 36.1% | $4.15万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $15.66万 | 0.01% | 18,278 | 726 | 4.1% | $6,222 | 加仓 |
| GTLB | GITLAB INC CLASS A COM | $15.66万 | 0.01% | 5,131 | -2,600 | -33.6% | -$7.94万 | 减仓 |
| BAX | BAXTER INTL INC COM | $15.67万 | 0.01% | 7,348 | 628 | 9.3% | $1.34万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $15.69万 | 0.01% | 539 | -145 | -21.2% | -$4.22万 | 减仓 |
| RS | RELIANCE INC COM | $15.73万 | 0.01% | 421 | -351 | -45.5% | -$13.11万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $15.74万 | 0.01% | 430 | -332 | -43.6% | -$12.15万 | 减仓 |
| BBY | BEST BUY INC COM | $15.78万 | 0.01% | 2,080 | -2,830 | -57.6% | -$21.48万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $15.80万 | 0.01% | 2,943 | -931 | -24.0% | -$5.00万 | 减仓 |
| DAR | DARLING INGREDIENTS INC COM | $15.80万 | 0.01% | 2,892 | -1,255 | -30.3% | -$6.85万 | 减仓 |
| GAP | GAP INC COM | $15.80万 | 0.01% | 8,460 | -2,824 | -25.0% | -$5.28万 | 减仓 |
| DLTR | DOLLAR TREE INC COM | $15.83万 | 0.01% | 1,309 | -593 | -31.2% | -$7.17万 | 减仓 |
| — | FRANKLIN FTSE AUSTRALIA ETF | $15.86万 | 0.01% | 4,712 | -12,635 | -72.8% | -$42.53万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $15.88万 | 0.01% | 7,101 | -1,581 | -18.2% | -$3.54万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $15.88万 | 0.01% | 11,779 | 498 | 4.4% | $6,713 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $15.90万 | 0.01% | 1,444 | -365 | -20.2% | -$4.02万 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $15.91万 | 0.01% | 1,310 | -716 | -35.3% | -$8.69万 | 减仓 |
| RHI | ROBERT HALF INC. COM | $15.92万 | 0.01% | 5,186 | 548 | 11.8% | $1.68万 | 加仓 |
| NUTX | NUTEX HEALTH INC COM | $15.96万 | 0.01% | 934 | 61 | 7.0% | $1.04万 | 加仓 |
| AWR | AMER STATES WTR CO COM | $15.96万 | 0.01% | 1,932 | 270 | 16.2% | $2.23万 | 加仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $15.98万 | 0.01% | 4,401 | -948 | -17.7% | -$3.44万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $15.98万 | 0.01% | 531 | -109 | -17.0% | -$3.28万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $15.99万 | 0.01% | 1,669 | -824 | -33.1% | -$7.90万 | 减仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $16.02万 | 0.01% | 3,500 | 3,500 | — | $16.02万 | 新建仓 |
| CPA | COPA HOLDINGS SA CL A | $16.02万 | 0.01% | 1,030 | -1,308 | -55.9% | -$20.35万 | 减仓 |
| FFIV | F5 INC COM | $16.03万 | 0.01% | 385 | -132 | -25.5% | -$5.49万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $16.05万 | 0.01% | 2,265 | -1,900 | -45.6% | -$13.47万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $16.06万 | 0.01% | 1,001 | -1,325 | -57.0% | -$21.26万 | 减仓 |
| TLN | TALEN ENERGY CORP COM | $16.06万 | 0.01% | 418 | -64 | -13.3% | -$2.46万 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $16.15万 | 0.01% | 3,038 | -3,083 | -50.4% | -$16.39万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $16.16万 | 0.01% | 1,331 | -21 | -1.6% | -$2,549 | 减仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $16.24万 | 0.01% | 2,370 | 5 | 0.2% | $343 | 加仓 |
| APA | APA CORPORATION COM | $16.29万 | 0.01% | 5,002 | -480 | -8.8% | -$1.56万 | 减仓 |
| PPG | PPG INDS INC COM | $16.31万 | 0.01% | 1,344 | -244 | -15.4% | -$2.96万 | 减仓 |
| NXT | NEXTPOWER INC CLASS A COM | $16.32万 | 0.01% | 1,370 | -2,015 | -59.5% | -$24.01万 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $16.33万 | 0.01% | 2,741 | 148 | 5.7% | $8,817 | 加仓 |
| DVA | DAVITA INC COM | $16.37万 | 0.01% | 736 | 150 | 25.6% | $3.34万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $16.49万 | 0.01% | 500 | 397 | 385.4% | $13.09万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $16.49万 | 0.01% | 2,039 | -2,659 | -56.6% | -$21.51万 | 减仓 |