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 |
|---|---|---|---|---|---|---|---|---|
| AEE | AMEREN CORP COM | $20.30万 | 0.01% | 1,847 | 544 | 41.7% | $5.98万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $20.34万 | 0.01% | 817 | 18 | 2.3% | $4,482 | 加仓 |
| IR | INGERSOLL RAND INC COM | $20.38万 | 0.01% | 2,545 | 120 | 4.9% | $9,611 | 加仓 |
| INGR | INGREDION INC COM | $20.42万 | 0.01% | 1,812 | 784 | 76.3% | $8.83万 | 加仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $20.43万 | 0.01% | 6,427 | 1,602 | 33.2% | $5.09万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $20.43万 | 0.01% | 2,482 | 985 | 65.8% | $8.11万 | 加仓 |
| SH | PROSHARES SHORT S&P500 | $20.49万 | 0.01% | 5,401 | 5,229 | 3,040.1% | $19.83万 | 加仓 |
| PPL | PPL CORP COM | $20.50万 | 0.01% | 5,366 | 849 | 18.8% | $3.24万 | 加仓 |
| KEY | KEYCORP COM | $20.58万 | 0.01% | 10,265 | 522 | 5.4% | $1.05万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $20.61万 | 0.01% | 3,972 | 377 | 10.5% | $1.96万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $20.61万 | 0.01% | 2,129 | -499 | -19.0% | -$4.83万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $20.64万 | 0.01% | 2,493 | 751 | 43.1% | $6.22万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $20.68万 | 0.01% | 7,532 | 2,007 | 36.3% | $5.51万 | 加仓 |
| NWSA | NEWS CORP NEW CL A | $20.69万 | 0.01% | 8,299 | 1,739 | 26.5% | $4.34万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $20.75万 | 0.01% | 3,157 | 2,380 | 306.3% | $15.64万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $20.82万 | 0.01% | 1,875 | 545 | 41.0% | $6.05万 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $20.83万 | 0.01% | 1,902 | 351 | 22.6% | $3.84万 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $20.87万 | 0.01% | 1,443 | 232 | 19.2% | $3.36万 | 加仓 |
| PHM | PULTE GROUP INC COM | $20.88万 | 0.01% | 1,775 | 530 | 42.6% | $6.24万 | 加仓 |
| HUBB | HUBBELL INC COM | $20.90万 | 0.01% | 426 | -93 | -17.9% | -$4.56万 | 减仓 |
| UVXY | PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF | $20.91万 | 0.01% | 3,998 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $20.92万 | 0.01% | 1,463 | 264 | 22.0% | $3.77万 | 加仓 |
| ASH | ASHLAND INC COM | $20.93万 | 0.01% | 3,763 | -237 | -5.9% | -$1.32万 | 减仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $21.00万 | 0.01% | 34,834 | 14,293 | 69.6% | $8.62万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $21.07万 | 0.01% | 1,455 | 113 | 8.4% | $1.64万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $21.14万 | 0.01% | 5,318 | -24,655 | -82.3% | -$97.99万 | 减仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $21.17万 | 0.01% | 4,589 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $21.18万 | 0.01% | 640 | -421 | -39.7% | -$13.93万 | 减仓 |
| VNT | VONTIER CORPORATION COM | $21.18万 | 0.01% | 5,971 | 2,440 | 69.1% | $8.66万 | 加仓 |
| TREX | TREX INC COM | $21.36万 | 0.01% | 5,865 | 1,781 | 43.6% | $6.49万 | 加仓 |
| EVRG | EVERGY INC COM | $21.44万 | 0.01% | 2,617 | 644 | 32.6% | $5.28万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $21.47万 | 0.01% | 1,095 | 31 | 2.9% | $6,077 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $21.47万 | 0.01% | 2,478 | 413 | 20.0% | $3.58万 | 加仓 |
| CACI | CACI INTL INC CL A | $21.48万 | 0.01% | 395 | 35 | 9.7% | $1.90万 | 加仓 |
| ALC | ALCON AG ORD SHS | $21.49万 | 0.01% | 2,852 | 936 | 48.9% | $7.05万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $21.50万 | 0.01% | 1,092 | 398 | 57.3% | $7.83万 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $21.51万 | 0.01% | 8,107 | 1,843 | 29.4% | $4.89万 | 加仓 |
| F | FORD MTR CO COM | $21.60万 | 0.01% | 18,714 | 511 | 2.8% | $5,897 | 加仓 |
| — | NEXTPLAT CORP COM NEW | $21.60万 | 0.01% | 580,686 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $21.73万 | 0.01% | 4,744 | 368 | 8.4% | $1.69万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $21.78万 | 0.01% | 725 | -122 | -14.4% | -$3.67万 | 减仓 |
| OC | OWENS CORNING NEW COM | $21.82万 | 0.01% | 2,016 | 1,047 | 108.0% | $11.33万 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $21.83万 | 0.01% | 7,154 | 2,312 | 47.7% | $7.06万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $21.84万 | 0.01% | 969 | 433 | 80.8% | $9.76万 | 加仓 |
| LII | LENNOX INTL INC COM | $21.88万 | 0.01% | 471 | 126 | 36.5% | $5.85万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $21.97万 | 0.01% | 8,729 | 3,045 | 53.6% | $7.66万 | 加仓 |
| ROKU | ROKU INC COM CL A | $22.03万 | 0.01% | 2,328 | -1,336 | -36.5% | -$12.64万 | 减仓 |
| STN | STANTEC INC COM | $22.19万 | 0.01% | 2,568 | 1,052 | 69.4% | $9.09万 | 加仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $22.20万 | 0.01% | 210 | 22 | 11.7% | $2.33万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $22.21万 | 0.01% | 4,904 | 421 | 9.4% | $1.91万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $22.25万 | 0.01% | 3,216 | 406 | 14.4% | $2.81万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $22.26万 | 0.01% | 3,128 | 9 | 0.3% | $641 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $22.31万 | 0.01% | 1,783 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $22.31万 | 0.01% | 3,567 | 1,101 | 44.6% | $6.89万 | 加仓 |
| WPC | WP CAREY INC COM | $22.45万 | 0.01% | 3,303 | 626 | 23.4% | $4.25万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $22.48万 | 0.01% | 130 | 26 | 25.0% | $4.50万 | 加仓 |
| — | INSPIRE GROWTH ETF | $22.48万 | 0.01% | 6,058 | 1,963 | 47.9% | $7.28万 | 加仓 |
| HEI | HEICO CORP NEW COM | $22.50万 | 0.01% | 820 | 103 | 14.4% | $2.83万 | 加仓 |
| PBF | PBF ENERGY INC CL A | $22.51万 | 0.01% | 4,728 | 931 | 24.5% | $4.43万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $22.53万 | 0.01% | 9,415 | 3,215 | 51.9% | $7.69万 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $22.61万 | 0.01% | 5,357 | 1,396 | 35.2% | $5.89万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $22.61万 | 0.01% | 4,875 | -2,018 | -29.3% | -$9.36万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $22.63万 | 0.01% | 684 | -38 | -5.3% | -$1.26万 | 减仓 |
| LOGI | LOGITECH INTL S A SHS | $22.64万 | 0.01% | 2,485 | 320 | 14.8% | $2.92万 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $22.66万 | 0.01% | 1,580 | -467 | -22.8% | -$6.70万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $22.67万 | 0.01% | 14,323 | 4,288 | 42.7% | $6.79万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $22.69万 | 0.01% | 385 | 45 | 13.2% | $2.65万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $22.74万 | 0.01% | 765 | 76 | 11.0% | $2.26万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $22.88万 | 0.01% | 2,390 | 407 | 20.5% | $3.90万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $22.95万 | 0.01% | 1,063 | 112 | 11.8% | $2.42万 | 加仓 |
| CVSA | COVISTA INC COM | $22.97万 | 0.01% | 1,993 | 96 | 5.1% | $1.11万 | 加仓 |
| WEX | WEX INC COM | $22.99万 | 0.01% | 1,502 | 415 | 38.2% | $6.35万 | 加仓 |
| CDW | CDW CORP COM | $23.04万 | 0.01% | 1,904 | 808 | 73.7% | $9.78万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $23.05万 | 0.01% | 762 | -211 | -21.7% | -$6.38万 | 减仓 |
| GVA | GRANITE CONSTR INC COM | $23.08万 | 0.01% | 1,925 | -180 | -8.6% | -$2.16万 | 减仓 |
| DASH | DOORDASH INC CL A | $23.12万 | 0.01% | 1,540 | -81 | -5.0% | -$1.22万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $23.20万 | 0.01% | 2,503 | 601 | 31.6% | $5.57万 | 加仓 |
| WAT | WATERS CORP COM | $23.20万 | 0.01% | 779 | 412 | 112.3% | $12.27万 | 加仓 |
| APA | APA CORPORATION COM | $23.27万 | 0.01% | 5,482 | 1,181 | 27.5% | $5.01万 | 加仓 |
| ADT | ADT INC DEL COM | $23.31万 | 0.01% | 35,483 | -26,826 | -43.1% | -$17.62万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $23.45万 | 0.01% | 26,119 | 8,139 | 45.3% | $7.31万 | 加仓 |
| RS | RELIANCE INC COM | $23.47万 | 0.01% | 772 | 146 | 23.3% | $4.44万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $23.51万 | 0.01% | 1,239 | 79 | 6.8% | $1.50万 | 加仓 |
| HUBS | HUBSPOT INC COM | $23.53万 | 0.01% | 964 | 348 | 56.5% | $8.49万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $23.60万 | 0.01% | 7,751 | 844 | 12.2% | $2.57万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $23.61万 | 0.01% | 1,460 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $23.68万 | 0.01% | 2,455 | 632 | 34.7% | $6.10万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $23.76万 | 0.01% | 10,422 | 3,222 | 44.8% | $7.35万 | 加仓 |
| OACP | ONEASCENT CORE PLUS BOND ETF | $23.76万 | 0.01% | 10,459 | 6,536 | 166.6% | $14.85万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $23.78万 | 0.01% | 3,277 | 114 | 3.6% | $8,272 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $23.81万 | 0.01% | 4,580 | 1,019 | 28.6% | $5.30万 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $23.85万 | 0.01% | 3,529 | -606 | -14.7% | -$4.09万 | 减仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $23.89万 | 0.01% | 7,300 | 7,300 | — | $23.89万 | 新建仓 |
| OVV | OVINTIV INC COM | $23.94万 | 0.01% | 4,032 | -1,488 | -27.0% | -$8.83万 | 减仓 |
| PLXS | PLEXUS CORP COM | $23.94万 | 0.01% | 1,182 | 163 | 16.0% | $3.30万 | 加仓 |
| STNG | SCORPIO TANKERS INC SHS | $24.03万 | 0.01% | 3,218 | 350 | 12.2% | $2.61万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $24.04万 | 0.01% | 1,389 | 691 | 99.0% | $11.96万 | 加仓 |
| SCI | SERVICE CORP INTL COM | $24.08万 | 0.01% | 2,919 | -415 | -12.4% | -$3.42万 | 减仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $24.10万 | 0.01% | 8,768 | 1,751 | 25.0% | $4.81万 | 加仓 |
| — | VANECK MORNINGSTAR INTERNATIONAL MOAT ETF | $24.14万 | 0.01% | 7,069 | 0 | 0.0% | — | 不变 |