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 |
|---|---|---|---|---|---|---|---|---|
| ALGN | ALIGN TECHNOLOGY INC COM | $30.03万 | 0.01% | 1,752 | -119 | -6.4% | -$2.04万 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $30.05万 | 0.01% | 281 | 52 | 22.7% | $5.56万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $30.09万 | 0.01% | 6,636 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC COM | $30.13万 | 0.01% | 990 | -65 | -6.2% | -$1.98万 | 减仓 |
| LFUS | LITTELFUSE INC COM | $30.17万 | 0.01% | 889 | 226 | 34.1% | $7.67万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $30.18万 | 0.01% | 1,995 | -1,856 | -48.2% | -$28.08万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $30.24万 | 0.01% | 24,174 | 24,174 | — | $30.24万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $30.30万 | 0.01% | 4,440 | -3,249 | -42.3% | -$22.17万 | 减仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $30.34万 | 0.01% | 10,588 | 5,300 | 100.2% | $15.19万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $30.36万 | 0.01% | 1,691 | 731 | 76.1% | $13.12万 | 加仓 |
| RACE | FERRARI N V COM | $30.53万 | 0.01% | 902 | 161 | 21.7% | $5.45万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $30.53万 | 0.01% | 17,835 | 24 | 0.1% | $411 | 加仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $30.69万 | 0.01% | 21,535 | 5,528 | 34.5% | $7.88万 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $30.74万 | 0.01% | 8,364 | 2,912 | 53.4% | $10.70万 | 加仓 |
| — | GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $30.77万 | 0.01% | 8,342 | 200 | 2.5% | $7,377 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $30.95万 | 0.01% | 4,462 | 1,508 | 51.0% | $10.46万 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $31.12万 | 0.01% | 7,332 | 1,423 | 24.1% | $6.04万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $31.26万 | 0.01% | 2,868 | -567 | -16.5% | -$6.18万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $31.33万 | 0.01% | 2,871 | 791 | 38.0% | $8.63万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $31.46万 | 0.01% | 4,538 | 1,790 | 65.1% | $12.41万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $31.46万 | 0.01% | 1,284 | 82 | 6.8% | $2.01万 | 加仓 |
| BBY | BEST BUY INC COM | $31.52万 | 0.01% | 4,910 | -6,370 | -56.5% | -$40.90万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $31.60万 | 0.01% | 4,827 | -78 | -1.6% | -$5,106 | 减仓 |
| GPC | GENUINE PARTS CO COM | $31.60万 | 0.01% | 2,988 | 1,947 | 187.0% | $20.59万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $31.63万 | 0.01% | 11,615 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $31.73万 | 0.01% | 2,313 | 882 | 61.6% | $12.10万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $31.77万 | 0.01% | 13,866 | 10,873 | 363.3% | $24.91万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD COM | $31.82万 | 0.01% | 11,489 | 3,816 | 49.7% | $10.57万 | 加仓 |
| WRB | BERKLEY W R CORP COM | $31.89万 | 0.01% | 4,812 | -363 | -7.0% | -$2.41万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $32.08万 | 0.01% | 40,402 | 5,521 | 15.8% | $4.38万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $32.09万 | 0.01% | 693 | -40 | -5.5% | -$1.85万 | 减仓 |
| CVNA | CARVANA CO CL A | $32.19万 | 0.01% | 1,024 | 107 | 11.7% | $3.36万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $32.19万 | 0.01% | 812 | 139 | 20.7% | $5.51万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $32.21万 | 0.01% | 1,183 | -97 | -7.6% | -$2.64万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $32.24万 | 0.01% | 19,408 | -4,226 | -17.9% | -$7.02万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MAY | $32.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $32.52万 | 0.01% | 6,673 | 784 | 13.3% | $3.82万 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $32.52万 | 0.01% | 1,278 | 364 | 39.8% | $9.26万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $32.58万 | 0.01% | 6,121 | 2,866 | 88.0% | $15.25万 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $32.59万 | 0.01% | 2,071 | 374 | 22.0% | $5.88万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $32.61万 | 0.01% | 8,636 | -602 | -6.5% | -$2.27万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $32.67万 | 0.01% | 5,907 | 943 | 19.0% | $5.22万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $32.71万 | 0.01% | 5,062 | 1,383 | 37.6% | $8.94万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $32.72万 | 0.01% | 8,021 | 3,691 | 85.2% | $15.06万 | 加仓 |
| OSK | OSHKOSH CORP COM | $32.74万 | 0.01% | 2,224 | 204 | 10.1% | $3.00万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $32.87万 | 0.01% | 12,485 | -10,747 | -46.3% | -$28.29万 | 减仓 |
| GL | GLOBE LIFE INC COM | $32.93万 | 0.01% | 2,366 | 91 | 4.0% | $1.27万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $33.03万 | 0.01% | 6,502 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $33.26万 | 0.01% | 3,116 | 504 | 19.3% | $5.38万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $33.30万 | 0.01% | 2,821 | 171 | 6.5% | $2.02万 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $33.30万 | 0.01% | 13,386 | 3,438 | 34.6% | $8.55万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $33.40万 | 0.01% | 1,913 | 524 | 37.7% | $9.15万 | 加仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $33.41万 | 0.01% | 13,745 | 3,793 | 38.1% | $9.22万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $33.46万 | 0.01% | 4,151 | -4,678 | -53.0% | -$37.71万 | 减仓 |
| — | INSPIRE GLOBAL HOPE ETF | $33.47万 | 0.01% | 7,547 | 601 | 8.7% | $2.67万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $33.49万 | 0.01% | 3,573 | 1,561 | 77.6% | $14.63万 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $33.52万 | 0.01% | 2,306 | -14 | -0.6% | -$2,035 | 减仓 |
| NTNX | NUTANIX INC CL A | $33.59万 | 0.01% | 8,838 | 1,138 | 14.8% | $4.33万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $33.62万 | 0.01% | 6,092 | 2,457 | 67.6% | $13.56万 | 加仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $33.80万 | 0.01% | 11,540 | 4,790 | 71.0% | $14.03万 | 加仓 |
| PODD | INSULET CORP COM | $33.87万 | 0.01% | 1,614 | 1,291 | 399.7% | $27.09万 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $33.97万 | 0.01% | 4,623 | 1,784 | 62.8% | $13.11万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $34.21万 | 0.01% | 4,165 | 1,140 | 37.7% | $9.36万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $34.21万 | 0.01% | 470 | 155 | 49.2% | $11.28万 | 加仓 |
| MTB | M & T BK CORP COM | $34.26万 | 0.01% | 1,657 | 328 | 24.7% | $6.78万 | 加仓 |
| CCK | CROWN HLDGS INC COM | $34.33万 | 0.01% | 3,424 | -430 | -11.2% | -$4.31万 | 减仓 |
| LEN | LENNAR CORP CL A | $34.34万 | 0.01% | 3,955 | 1,800 | 83.5% | $15.63万 | 加仓 |
| NI | NISOURCE INC COM | $34.41万 | 0.01% | 7,375 | 394 | 5.6% | $1.84万 | 加仓 |
| L | LOEWS CORP COM | $34.44万 | 0.01% | 3,227 | 423 | 15.1% | $4.51万 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $34.52万 | 0.01% | 11,590 | 3,254 | 39.0% | $9.69万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $34.67万 | 0.01% | 871 | 30 | 3.6% | $1.19万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $34.85万 | 0.01% | 3,482 | 1,034 | 42.2% | $10.35万 | 加仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $34.90万 | 0.01% | 7,025 | -200 | -2.8% | -$9,937 | 减仓 |
| NUE | NUCOR CORP COM | $34.91万 | 0.01% | 2,064 | 314 | 17.9% | $5.31万 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $34.94万 | 0.01% | 13,310 | -2,954 | -18.2% | -$7.75万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $34.94万 | 0.01% | 3,576 | 546 | 18.0% | $5.33万 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $35.01万 | 0.01% | 9,340 | -47 | -0.5% | -$1,762 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $35.03万 | 0.01% | 2,074 | 27 | 1.3% | $4,560 | 加仓 |
| PNR | PENTAIR PLC SHS | $35.07万 | 0.01% | 4,026 | -1,736 | -30.1% | -$15.12万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $35.07万 | 0.01% | 10,216 | 819 | 8.7% | $2.81万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP COM | $35.13万 | 0.01% | 2,456 | 317 | 14.8% | $4.53万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $35.16万 | 0.01% | 5,351 | 3,128 | 140.7% | $20.55万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $35.33万 | 0.01% | 6,476 | 2,628 | 68.3% | $14.34万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC COM | $35.47万 | 0.01% | 5,280 | 1,719 | 48.3% | $11.55万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $35.68万 | 0.01% | 10,450 | 385 | 3.8% | $1.31万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $35.71万 | 0.01% | 4,459 | -459 | -9.3% | -$3.68万 | 减仓 |
| VMC | VULCAN MATLS CO COM | $35.79万 | 0.01% | 1,314 | 14 | 1.1% | $3,813 | 加仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $35.80万 | 0.01% | 2,843 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $35.83万 | 0.01% | 10,036 | 820 | 8.9% | $2.93万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $35.88万 | 0.01% | 1,495 | 203 | 15.7% | $4.87万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $36.21万 | 0.01% | 1,919 | -614 | -24.2% | -$11.59万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $36.30万 | 0.01% | 10,023 | 2,144 | 27.2% | $7.77万 | 加仓 |
| KR | KROGER CO COM | $36.30万 | 0.01% | 5,019 | 1,583 | 46.1% | $11.45万 | 加仓 |
| AA | ALCOA CORP COM | $36.37万 | 0.01% | 5,483 | 886 | 19.3% | $5.88万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $36.48万 | 0.01% | 1,787 | 243 | 15.7% | $4.96万 | 加仓 |
| EXC | EXELON CORP COM | $36.52万 | 0.01% | 7,450 | 1,640 | 28.2% | $8.04万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $36.56万 | 0.01% | 3,107 | 567 | 22.3% | $6.67万 | 加仓 |
| BALL | BALL CORP COM | $36.89万 | 0.01% | 6,241 | 2,823 | 82.6% | $16.69万 | 加仓 |
| FLO | FLOWERS FOODS INC COM | $36.89万 | 0.01% | 45,262 | 38,414 | 561.0% | $31.31万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $36.92万 | 0.01% | 2,461 | -997 | -28.8% | -$14.96万 | 减仓 |