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 |
|---|---|---|---|---|---|---|---|---|
| TAN | INVESCO SOLAR ETF | $24.26万 | 0.01% | 4,354 | 4,354 | — | $24.26万 | 新建仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $24.27万 | 0.01% | 6,820 | 0 | 0.0% | — | 不变 |
| — | HARTFORD QUALITY VALUE ETF | $24.36万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $24.38万 | 0.01% | 2,692 | 917 | 51.7% | $8.30万 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $24.38万 | 0.01% | 1,189 | 183 | 18.2% | $3.75万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $24.40万 | 0.01% | 2,479 | 651 | 35.6% | $6.41万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $24.47万 | 0.01% | 5,584 | -651 | -10.4% | -$2.85万 | 减仓 |
| — | WEBSTER FINL CORP COM | $24.48万 | 0.01% | 3,527 | 22 | 0.6% | $1,527 | 加仓 |
| AZZ | AZZ INC COM | $24.54万 | 0.01% | 1,961 | 251 | 14.7% | $3.14万 | 加仓 |
| SNX | TD SYNNEX CORPORATION COM | $24.57万 | 0.01% | 1,456 | 535 | 58.1% | $9.03万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $24.62万 | 0.01% | 4,658 | -2,234 | -32.4% | -$11.81万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $24.69万 | 0.01% | 1,724 | 502 | 41.1% | $7.19万 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $24.73万 | 0.01% | 3,842 | 3,196 | 494.7% | $20.57万 | 加仓 |
| P | EVERPURE INC CL A | $24.89万 | 0.01% | 4,215 | -102 | -2.4% | -$6,022 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $24.97万 | 0.01% | 1,580 | -3 | -0.2% | -$474 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $25.04万 | 0.01% | 5,584 | 1,924 | 52.6% | $8.63万 | 加仓 |
| — | ADVISORSHARES STAR GLOBAL BUY-WRITE ETF | $25.10万 | 0.01% | 5,200 | -533 | -9.3% | -$2.57万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $25.12万 | 0.01% | 4,859 | 7 | 0.1% | $362 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $25.12万 | 0.01% | 1,246 | 445 | 55.6% | $8.97万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $25.12万 | 0.01% | 5,821 | -43 | -0.7% | -$1,856 | 减仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $25.27万 | 0.01% | 2,871 | 66 | 2.4% | $5,808 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $25.31万 | 0.01% | 5,226 | 4,514 | 634.0% | $21.86万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $25.56万 | 0.01% | 1,539 | 517 | 50.6% | $8.59万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $25.61万 | 0.01% | 3,874 | 788 | 25.5% | $5.21万 | 加仓 |
| BLTE | BELITE BIO INC SPONSORED ADS | $25.64万 | 0.01% | 1,608 | 10 | 0.6% | $1,594 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $25.64万 | 0.01% | 4,498 | 4,086 | 991.7% | $23.29万 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $25.65万 | 0.01% | 4,147 | 2,816 | 211.6% | $17.42万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $25.65万 | 0.01% | 1,927 | 56 | 3.0% | $7,455 | 加仓 |
| MKSI | MKS INC. COM | $25.74万 | 0.01% | 1,120 | 365 | 48.3% | $8.39万 | 加仓 |
| TRP | TC ENERGY CORP COM | $25.87万 | 0.01% | 4,133 | -90 | -2.1% | -$5,633 | 减仓 |
| RMD | RESMED INC COM | $25.91万 | 0.01% | 1,154 | 363 | 45.9% | $8.15万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $25.94万 | 0.01% | 2,340 | 16 | 0.7% | $1,774 | 加仓 |
| FTS | FORTIS INC COM | $25.99万 | 0.01% | 4,658 | 1,355 | 41.0% | $7.56万 | 加仓 |
| NTAP | NETAPP INC COM | $26.02万 | 0.01% | 2,542 | -818 | -24.3% | -$8.37万 | 减仓 |
| TRMB | TRIMBLE INC COM | $26.15万 | 0.01% | 4,010 | -630 | -13.6% | -$4.11万 | 减仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $26.38万 | 0.01% | 3,497 | 3,497 | — | $26.38万 | 新建仓 |
| — | COTERRA ENERGY INC COM | $26.41万 | 0.01% | 7,515 | 289 | 4.0% | $1.02万 | 加仓 |
| VFC | V F CORP COM | $26.51万 | 0.01% | 15,604 | 8,689 | 125.7% | $14.76万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $26.54万 | 0.01% | 807 | -469 | -36.8% | -$15.42万 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $26.56万 | 0.01% | 2,338 | 660 | 39.3% | $7.50万 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $26.71万 | 0.01% | 8,039 | 631 | 8.5% | $2.10万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $26.74万 | 0.01% | 3,568 | 1,098 | 44.5% | $8.23万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $26.76万 | 0.01% | 5,793 | -2,294 | -28.4% | -$10.60万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $26.78万 | 0.01% | 493 | 183 | 59.0% | $9.94万 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $26.84万 | 0.01% | 9,439 | 3,033 | 47.3% | $8.62万 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $26.84万 | 0.01% | 8,095 | -288 | -3.4% | -$9,548 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $26.90万 | 0.01% | 2,782 | 0 | 0.0% | — | 不变 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $26.93万 | 0.01% | 6,559 | 6,559 | — | $26.93万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $26.93万 | 0.01% | 1,979 | 779 | 64.9% | $10.60万 | 加仓 |
| ZTS | ZOETIS INC CL A | $27.01万 | 0.01% | 2,285 | 83 | 3.8% | $9,811 | 加仓 |
| VICI | VICI PPTYS INC COM | $27.06万 | 0.01% | 9,903 | 5,540 | 127.0% | $15.14万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $27.06万 | 0.01% | 2,356 | 70 | 3.1% | $8,040 | 加仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $27.07万 | 0.01% | 7,051 | 6,951 | 6,951.0% | $26.68万 | 重新持有 |
| NWG | NATWEST GROUP PLC SPONS ADR | $27.19万 | 0.01% | 18,245 | 4,792 | 35.6% | $7.14万 | 加仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $27.22万 | 0.01% | 2,579 | 2,579 | — | $27.22万 | 新建仓 |
| GAP | GAP INC COM | $27.31万 | 0.01% | 11,284 | 92 | 0.8% | $2,226 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $27.39万 | 0.01% | 966 | 237 | 32.5% | $6.72万 | 加仓 |
| IEX | IDEX CORP COM | $27.42万 | 0.01% | 1,446 | 56 | 4.0% | $1.06万 | 加仓 |
| NNN | NNN REIT INC COM | $27.50万 | 0.01% | 6,544 | 658 | 11.2% | $2.77万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $27.52万 | 0.01% | 948 | 325 | 52.2% | $9.43万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $27.56万 | 0.01% | 14,382 | 2,672 | 22.8% | $5.12万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $27.64万 | 0.01% | 2,157 | 6 | 0.3% | $769 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $27.66万 | 0.01% | 2,945 | -739 | -20.1% | -$6.94万 | 减仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $27.71万 | 0.01% | 2,420 | -70 | -2.8% | -$8,016 | 减仓 |
| SEIC | SEI INVTS CO COM | $27.78万 | 0.01% | 3,540 | 996 | 39.2% | $7.82万 | 加仓 |
| GSAT | GLOBALSTAR INC COM NEW | $27.79万 | 0.01% | 4,184 | 4,152 | 12,975.0% | $27.58万 | 加仓 |
| DTE | DTE ENERGY CO COM | $27.80万 | 0.01% | 1,902 | 806 | 73.5% | $11.78万 | 加仓 |
| AYI | ACUITY INC COM | $27.91万 | 0.01% | 996 | 53 | 5.6% | $1.49万 | 加仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $28.00万 | 0.01% | 4,107 | 4,107 | — | $28.00万 | 新建仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $28.00万 | 0.01% | 7,747 | 4,607 | 146.7% | $16.65万 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $28.02万 | 0.01% | 330 | 96 | 41.0% | $8.15万 | 加仓 |
| CTVA | CORTEVA INC COM | $28.05万 | 0.01% | 3,351 | -20 | -0.6% | -$1,674 | 减仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $28.09万 | 0.01% | 35,603 | 9,282 | 35.3% | $7.32万 | 加仓 |
| DCI | DONALDSON INC COM | $28.13万 | 0.01% | 3,315 | 1,208 | 57.3% | $10.25万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $28.19万 | 0.01% | 18,769 | 6,523 | 53.3% | $9.80万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $28.20万 | 0.01% | 466 | -30 | -6.0% | -$1.82万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $28.20万 | 0.01% | 3,130 | 406 | 14.9% | $3.66万 | 加仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $28.33万 | 0.01% | 3,306 | 1,182 | 55.6% | $10.13万 | 加仓 |
| RBLX | ROBLOX CORP CL A | $28.34万 | 0.01% | 5,011 | -6,774 | -57.5% | -$38.32万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $28.55万 | 0.01% | 2,796 | 1,092 | 64.1% | $11.15万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $28.65万 | 0.01% | 4,670 | 1,772 | 61.1% | $10.87万 | 加仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $28.67万 | 0.01% | 9,956 | 203 | 2.1% | $5,847 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $28.74万 | 0.01% | 1,520 | 739 | 94.6% | $13.97万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $28.76万 | 0.01% | 3,101 | -441 | -12.5% | -$4.09万 | 减仓 |
| EAT | BRINKER INTL INC COM | $28.85万 | 0.01% | 2,021 | 217 | 12.0% | $3.10万 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $28.88万 | 0.01% | 4,992 | 762 | 18.0% | $4.41万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $29.16万 | 0.01% | 1,298 | 225 | 21.0% | $5.05万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $29.16万 | 0.01% | 415 | 303 | 270.5% | $21.29万 | 加仓 |
| S | SENTINELONE INC CL A | $29.19万 | 0.01% | 22,660 | 18,122 | 399.3% | $23.34万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $29.27万 | 0.01% | 2,756 | 436 | 18.8% | $4.63万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $29.42万 | 0.01% | 2,311 | 125 | 5.7% | $1.59万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $29.43万 | 0.01% | 10,742 | 2,983 | 38.4% | $8.17万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $29.64万 | 0.01% | 7,013 | 3,255 | 86.6% | $13.76万 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $29.67万 | 0.01% | 5,100 | 1,142 | 28.9% | $6.64万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $29.68万 | 0.01% | 3,132 | 605 | 23.9% | $5.73万 | 加仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $29.72万 | 0.01% | 9,336 | -847 | -8.3% | -$2.70万 | 减仓 |
| SSRM | SSR MINING IN COM | $29.80万 | 0.01% | 10,145 | 3,619 | 55.5% | $10.63万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $29.92万 | 0.01% | 759 | 243 | 47.1% | $9.58万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $29.94万 | 0.01% | 1,515 | 444 | 41.5% | $8.77万 | 加仓 |
| YUM | YUM BRANDS INC COM | $29.96万 | 0.01% | 1,926 | 184 | 10.6% | $2.86万 | 加仓 |