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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP CL A LTD VT SH | $16.53万 | 0.01% | 3,882 | -1,079 | -21.7% | -$4.60万 | 减仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $16.58万 | 0.01% | 1,075 | 1,001 | 1,352.7% | $15.44万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $16.61万 | 0.01% | 14,688 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $16.61万 | 0.01% | 2,197 | 6 | 0.3% | $454 | 加仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $16.62万 | 0.01% | 16,421 | 9,962 | 154.2% | $10.08万 | 加仓 |
| — | ISHARES MSCI NORWAY ETF | $16.62万 | 0.01% | 5,291 | 4,432 | 515.9% | $13.92万 | 加仓 |
| SR | SPIRE INC COM | $16.63万 | 0.01% | 2,129 | -563 | -20.9% | -$4.40万 | 减仓 |
| STNG | SCORPIO TANKERS INC SHS | $16.66万 | 0.01% | 2,406 | -812 | -25.2% | -$5.62万 | 减仓 |
| AIZ | ASSURANT INC COM | $16.68万 | 0.01% | 621 | 21 | 3.5% | $5,640 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $16.72万 | 0.01% | 1,561 | -779 | -33.3% | -$8.35万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $16.73万 | 0.01% | 2,296 | -4,284 | -65.1% | -$31.21万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $16.73万 | 0.01% | 1,309 | -2,149 | -62.1% | -$27.47万 | 减仓 |
| CSL | CARLISLE COS INC COM | $16.76万 | 0.01% | 462 | 35 | 8.2% | $1.27万 | 加仓 |
| SLVP | ISHARES MSCI GLOBAL SILVER MINERS ETF | $16.77万 | 0.01% | 5,441 | -199 | -3.5% | -$6,135 | 减仓 |
| — | COHEN & STEERS CLOSED-END COM | $16.79万 | 0.01% | 12,097 | -60 | -0.5% | -$833 | 减仓 |
| MORN | MORNINGSTAR INC COM | $16.83万 | 0.01% | 1,079 | 463 | 75.2% | $7.22万 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $16.89万 | 0.01% | 3,043 | -2,057 | -40.3% | -$11.42万 | 减仓 |
| TECK | TECK RESOURCES LTD CL B | $16.98万 | 0.01% | 2,855 | -132 | -4.4% | -$7,849 | 减仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $17.01万 | 0.01% | 149 | -61 | -29.0% | -$6.96万 | 减仓 |
| FE | FIRSTENERGY CORP COM | $17.03万 | 0.01% | 3,581 | -193 | -5.1% | -$9,176 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $17.04万 | 0.01% | 1,785 | -693 | -28.0% | -$6.61万 | 减仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $17.05万 | 0.01% | 3,391 | 3,391 | — | $17.05万 | 新建仓 |
| SSRM | SSR MINING IN COM | $17.11万 | 0.01% | 6,049 | -4,096 | -40.4% | -$11.58万 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $17.11万 | 0.01% | 1,683 | 418 | 33.0% | $4.25万 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $17.13万 | 0.01% | 664 | 86 | 14.9% | $2.22万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $17.13万 | 0.01% | 1,666 | -106 | -6.0% | -$1.09万 | 减仓 |
| MTDR | MATADOR RES CO COM | $17.15万 | 0.01% | 3,445 | 273 | 8.6% | $1.36万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP COM | $17.15万 | 0.01% | 1,737 | 1,734 | 57,800.0% | $17.12万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $17.17万 | 0.01% | 2,851 | -1,729 | -37.8% | -$10.41万 | 减仓 |
| GDDY | GODADDY INC CL A | $17.20万 | 0.01% | 2,026 | 1,288 | 174.5% | $10.93万 | 加仓 |
| CTVA | CORTEVA INC COM | $17.20万 | 0.01% | 2,031 | -1,320 | -39.4% | -$11.18万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $17.21万 | 0.01% | 855 | -391 | -31.4% | -$7.87万 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $17.23万 | 0.01% | 144 | -137 | -48.8% | -$16.40万 | 减仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $17.25万 | 0.01% | 4,999 | -2,052 | -29.1% | -$7.08万 | 减仓 |
| OKTA | OKTA INC CL A | $17.25万 | 0.01% | 1,264 | -69 | -5.2% | -$9,415 | 减仓 |
| CR | CRANE COMPANY COMMON STOCK | $17.27万 | 0.01% | 774 | -325 | -29.6% | -$7.25万 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $17.35万 | 0.01% | 1,956 | -326 | -14.3% | -$2.89万 | 减仓 |
| AGL | AGILON HEALTH INC COM NEW | $17.35万 | 0.01% | 1,619 | -438 | -21.3% | -$4.69万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $17.36万 | 0.01% | 1,480 | -1,388 | -48.4% | -$16.28万 | 减仓 |
| WPC | WP CAREY INC COM | $17.42万 | 0.01% | 2,436 | -867 | -26.2% | -$6.20万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $17.45万 | 0.01% | 16,512 | 9,608 | 139.2% | $10.16万 | 加仓 |
| — | VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF | $17.50万 | 0.01% | 7,031 | -311 | -4.2% | -$7,741 | 减仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $17.59万 | 0.01% | 1,987 | -2 | -0.1% | -$177 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $17.59万 | 0.01% | 6,468 | -4,274 | -39.8% | -$11.62万 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $17.61万 | 0.01% | 1,298 | -3,446 | -72.6% | -$46.74万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $17.62万 | 0.01% | 3,737 | -1,138 | -23.3% | -$5.37万 | 减仓 |
| NKE | NIKE INC CL B | $17.72万 | 0.01% | 4,316 | -11,409 | -72.6% | -$46.84万 | 减仓 |
| U | UNITY SOFTWARE INC COM | $17.76万 | 0.01% | 6,213 | 5,230 | 532.0% | $14.95万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $17.77万 | 0.01% | 950 | -969 | -50.5% | -$18.13万 | 减仓 |
| AEE | AMEREN CORP COM | $17.86万 | 0.01% | 1,580 | -267 | -14.5% | -$3.02万 | 减仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $17.88万 | 0.01% | 14,779 | -6,756 | -31.4% | -$8.17万 | 减仓 |
| VMI | VALMONT INDS INC COM | $17.91万 | 0.01% | 310 | -116 | -27.2% | -$6.70万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $17.91万 | 0.01% | 1,609 | -1,262 | -44.0% | -$14.05万 | 减仓 |
| — | VIRTUS KAR MID-CAP ETF | $17.98万 | 0.01% | 7,167 | -655 | -8.4% | -$1.64万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $17.98万 | 0.01% | 4,794 | 8 | 0.2% | $300 | 加仓 |
| HUM | HUMANA INC COM | $18.00万 | 0.01% | 453 | -40 | -8.1% | -$1.59万 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $18.01万 | 0.01% | 22,799 | -22,463 | -49.6% | -$17.75万 | 减仓 |
| MYRG | MYR GROUP INC COM | $18.06万 | 0.01% | 361 | 313 | 652.1% | $15.66万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $18.09万 | 0.01% | 4,723 | 174 | 3.8% | $6,666 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $18.10万 | 0.01% | 1,868 | -261 | -12.3% | -$2.53万 | 减仓 |
| XLU | Utilities Select Sector SPDR ETF | $18.10万 | 0.01% | 3,993 | -430 | -9.7% | -$1.95万 | 减仓 |
| ASH | ASHLAND INC COM | $18.11万 | 0.01% | 2,748 | -1,015 | -27.0% | -$6.69万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $18.28万 | 0.01% | 4,183 | -1,043 | -20.0% | -$4.56万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $18.30万 | 0.01% | 575 | 25 | 4.5% | $7,957 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $18.34万 | 0.01% | 275 | -191 | -41.0% | -$12.74万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $18.35万 | 0.01% | 511 | -119 | -18.9% | -$4.27万 | 减仓 |
| HUBS | HUBSPOT INC COM | $18.45万 | 0.01% | 1,011 | 47 | 4.9% | $8,578 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $18.49万 | 0.01% | 1,087 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $18.56万 | 0.01% | 5,126 | 91 | 1.8% | $3,294 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $18.56万 | 0.01% | 777 | -189 | -19.6% | -$4.51万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $18.59万 | 0.01% | 994 | -353 | -26.2% | -$6.60万 | 减仓 |
| CCK | CROWN HLDGS INC COM | $18.61万 | 0.01% | 1,664 | -1,760 | -51.4% | -$19.68万 | 减仓 |
| ALLE | ALLEGION PLC ORD SHS | $18.64万 | 0.01% | 1,327 | -979 | -42.5% | -$13.75万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $18.66万 | 0.01% | 7,279 | -71,085 | -90.7% | -$182.25万 | 减仓 |
| CDL | VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $18.68万 | 0.01% | 2,408 | 20 | 0.8% | $1,551 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $18.73万 | 0.01% | 1,886 | -1,596 | -45.8% | -$15.85万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $18.80万 | 0.01% | 1,188 | -16,904 | -93.4% | -$267.51万 | 减仓 |
| DASH | DOORDASH INC CL A | $18.85万 | 0.01% | 1,022 | -518 | -33.6% | -$9.56万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $18.87万 | 0.01% | 6,009 | 102 | 1.7% | $3,203 | 加仓 |
| FORM | FORMFACTOR INC COM | $18.89万 | 0.01% | 1,181 | -546 | -31.6% | -$8.73万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $18.97万 | 0.01% | 1,405 | -286 | -16.9% | -$3.86万 | 减仓 |
| AVPT | AVEPOINT INC COM CL A | $19.01万 | 0.01% | 16,955 | 2,576 | 17.9% | $2.89万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $19.04万 | 0.01% | 1,028 | -432 | -29.6% | -$8.00万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $19.14万 | 0.01% | 1,755 | 395 | 29.0% | $4.31万 | 加仓 |
| SEIC | SEI INVTS CO COM | $19.16万 | 0.01% | 2,184 | -1,356 | -38.3% | -$11.90万 | 减仓 |
| FTS | FORTIS INC COM | $19.17万 | 0.01% | 3,350 | -1,308 | -28.1% | -$7.48万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $19.20万 | 0.01% | 10,363 | -368 | -3.4% | -$6,819 | 减仓 |
| OVV | OVINTIV INC COM | $19.20万 | 0.01% | 3,647 | -385 | -9.5% | -$2.03万 | 减仓 |
| NEU | NEWMARKET CORP COM | $19.23万 | 0.01% | 243 | 47 | 24.0% | $3.72万 | 加仓 |
| LINE | LINEAGE INC COM | $19.30万 | 0.01% | 4,462 | 1,398 | 45.6% | $6.05万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $19.31万 | 0.01% | 4,181 | -5,801 | -58.1% | -$26.80万 | 减仓 |
| OGE | OGE ENERGY CORP COM | $19.36万 | 0.01% | 3,978 | 407 | 11.4% | $1.98万 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $19.39万 | 0.01% | 209 | -49 | -19.0% | -$4.55万 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $19.44万 | 0.01% | 973 | -206 | -17.5% | -$4.12万 | 减仓 |
| AGX | ARGAN INC COM | $19.56万 | 0.01% | 245 | -15 | -5.8% | -$1.20万 | 减仓 |
| QLYS | QUALYS INC COM | $19.66万 | 0.01% | 1,430 | 15 | 1.1% | $2,062 | 加仓 |
| BLBD | BLUE BIRD CORP COM | $19.71万 | 0.01% | 2,496 | 2,031 | 436.8% | $16.04万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $19.71万 | 0.01% | 1,886 | 482 | 34.3% | $5.04万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $19.79万 | 0.01% | 3,849 | -1,282 | -25.0% | -$6.59万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $19.80万 | 0.01% | 2,103 | 426 | 25.4% | $4.01万 | 加仓 |