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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC COM | $37.01万 | 0.01% | 507 | -84 | -14.2% | -$6.13万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $37.07万 | 0.01% | 11,974 | -1,275 | -9.6% | -$3.95万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $37.10万 | 0.01% | 17,161 | 5,655 | 49.1% | $12.23万 | 加仓 |
| YOU | CLEAR SECURE INC COM CL A | $37.28万 | 0.01% | 7,701 | 1,238 | 19.2% | $5.99万 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $37.31万 | 0.01% | 2,016 | 75 | 3.9% | $1.39万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $37.39万 | 0.01% | 1,330 | 242 | 22.2% | $6.80万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $37.45万 | 0.01% | 3,773 | -3,064 | -44.8% | -$30.42万 | 减仓 |
| VEU | Vanguard FTSE All-World Ex-US Index Fund ETF | $37.60万 | 0.01% | 5,007 | -2,268 | -31.2% | -$17.03万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $37.65万 | 0.01% | 7,480 | 7,480 | — | $37.65万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II COM | $37.79万 | 0.01% | 54,843 | -1,010,896 | -94.9% | -$696.51万 | 减仓 |
| AN | AUTONATION INC COM | $37.84万 | 0.01% | 1,938 | -21 | -1.1% | -$4,100 | 减仓 |
| COO | COOPER COS INC COM | $37.87万 | 0.01% | 5,297 | 601 | 12.8% | $4.30万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $37.93万 | 0.01% | 3,458 | 710 | 25.8% | $7.79万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $37.99万 | 0.01% | 14,582 | 1,844 | 14.5% | $4.80万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $38.11万 | 0.01% | 7,224 | 6,180 | 592.0% | $32.61万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $38.16万 | 0.01% | 1,466 | 334 | 29.5% | $8.69万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $38.22万 | 0.01% | 4,927 | 868 | 21.4% | $6.73万 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $38.24万 | 0.01% | 12,452 | 1,149 | 10.2% | $3.53万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $38.33万 | 0.01% | 2,326 | 123 | 5.6% | $2.03万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $38.35万 | 0.01% | 11,638 | 2,523 | 27.7% | $8.31万 | 加仓 |
| MDB | MONGODB INC CL A | $38.43万 | 0.01% | 1,570 | 212 | 15.6% | $5.19万 | 加仓 |
| BPOP | POPULAR INC COM NEW | $38.55万 | 0.01% | 2,873 | -354 | -11.0% | -$4.75万 | 减仓 |
| SECT | MAIN SECTOR ROTATION ETF | $38.55万 | 0.01% | 6,384 | 3,189 | 99.8% | $19.26万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $38.56万 | 0.01% | 5,245 | 1,090 | 26.2% | $8.01万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $38.62万 | 0.01% | 3,078 | 111 | 3.7% | $1.39万 | 加仓 |
| GWW | WW GRAINGER INC COM | $38.62万 | 0.01% | 354 | 101 | 39.9% | $11.02万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $38.66万 | 0.01% | 6,845 | 752 | 12.3% | $4.25万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $38.73万 | 0.01% | 2,150 | 213 | 11.0% | $3.84万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $38.84万 | 0.01% | 2,727 | -36 | -1.3% | -$5,128 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $38.86万 | 0.01% | 1,336 | 401 | 42.9% | $11.66万 | 加仓 |
| EQT | EQT CORP COM | $39.16万 | 0.01% | 6,154 | 236 | 4.0% | $1.50万 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $39.18万 | 0.01% | 5,386 | 2,033 | 60.6% | $14.79万 | 加仓 |
| MET | METLIFE INC COM | $39.19万 | 0.01% | 5,542 | -366 | -6.2% | -$2.59万 | 减仓 |
| ARMK | ARAMARK COM | $39.31万 | 0.01% | 9,698 | -1,435 | -12.9% | -$5.82万 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS | $39.36万 | 0.01% | 9,877 | 3,847 | 63.8% | $15.33万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $39.42万 | 0.01% | 5,239 | 673 | 14.7% | $5.06万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $39.44万 | 0.01% | 3,916 | 530 | 15.7% | $5.34万 | 加仓 |
| ADSK | AUTODESK INC COM | $39.67万 | 0.01% | 1,657 | -12 | -0.7% | -$2,873 | 减仓 |
| EBAY | EBAY INC. COM | $39.71万 | 0.01% | 4,363 | 700 | 19.1% | $6.37万 | 加仓 |
| WCC | WESCO INTL INC COM | $39.87万 | 0.01% | 1,457 | 368 | 33.8% | $10.07万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $39.89万 | 0.01% | 4,716 | 1,253 | 36.2% | $10.60万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $40.05万 | 0.01% | 4,972 | 734 | 17.3% | $5.91万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $40.09万 | 0.01% | 11,952 | 5,951 | 99.2% | $19.96万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $40.15万 | 0.01% | 3,170 | 97 | 3.2% | $1.23万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $40.18万 | 0.01% | 2,137 | 362 | 20.4% | $6.81万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $40.37万 | 0.01% | 1,126 | 177 | 18.7% | $6.35万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $40.46万 | 0.01% | 720 | 7 | 1.0% | $3,933 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $40.53万 | 0.01% | 2,822 | 344 | 13.9% | $4.94万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $40.53万 | 0.01% | 2,613 | 786 | 43.0% | $12.19万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $40.59万 | 0.01% | 3,049 | 1,185 | 63.6% | $15.77万 | 加仓 |
| MHK | MOHAWK INDS INC COM | $40.65万 | 0.01% | 4,129 | 2,560 | 163.2% | $25.21万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $40.66万 | 0.01% | 6,565 | 2,471 | 60.4% | $15.30万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $40.73万 | 0.01% | 8,684 | 3,906 | 81.7% | $18.32万 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $40.81万 | 0.01% | 3,385 | 2,071 | 157.6% | $24.97万 | 加仓 |
| WWD | WOODWARD INC COM | $40.81万 | 0.01% | 1,140 | 247 | 27.7% | $8.84万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $40.98万 | 0.01% | 4,392 | 1,455 | 49.5% | $13.58万 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $41.06万 | 0.01% | 4,453 | -269 | -5.7% | -$2.48万 | 减仓 |
| DOV | DOVER CORP COM | $41.11万 | 0.01% | 1,973 | 222 | 12.7% | $4.63万 | 加仓 |
| PCAR | PACCAR INC COM | $41.21万 | 0.01% | 3,568 | 439 | 14.0% | $5.07万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $41.24万 | 0.01% | 16,098 | -5,669 | -26.0% | -$14.52万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $41.25万 | 0.01% | 2,292 | 656 | 40.1% | $11.81万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $41.36万 | 0.01% | 4,519 | -892 | -16.5% | -$8.16万 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $41.38万 | 0.01% | 2,965 | 560 | 23.3% | $7.82万 | 加仓 |
| SF | STIFEL FINL CORP COM | $41.46万 | 0.01% | 5,609 | 2,082 | 59.1% | $15.39万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $41.65万 | 0.01% | 6,188 | 4,176 | 207.6% | $28.11万 | 加仓 |
| KVUE | KENVUE INC COM | $41.80万 | 0.01% | 24,245 | 11,788 | 94.6% | $20.32万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $41.88万 | 0.01% | 8,968 | 3,963 | 79.2% | $18.51万 | 加仓 |
| E | ENI SPA SPONSORED ADR | $41.89万 | 0.01% | 7,401 | 210 | 2.9% | $1.19万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $42.02万 | 0.01% | 19,860 | 4,821 | 32.1% | $10.20万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $42.16万 | 0.01% | 2,077 | 614 | 42.0% | $12.46万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $42.27万 | 0.01% | 2,001 | 109 | 5.8% | $2.30万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $42.29万 | 0.01% | 4,404 | 564 | 14.7% | $5.42万 | 加仓 |
| G | GENPACT LIMITED SHS | $42.43万 | 0.01% | 11,392 | 4,320 | 61.1% | $16.09万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $42.57万 | 0.01% | 29,872 | 11,394 | 61.7% | $16.24万 | 加仓 |
| D | DOMINION ENERGY INC COM | $42.59万 | 0.01% | 6,890 | 438 | 6.8% | $2.71万 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $42.61万 | 0.01% | 1,605 | 130 | 8.8% | $3.45万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $42.62万 | 0.01% | 9,373 | -44 | -0.5% | -$2,001 | 减仓 |
| MOH | MOLINA HEALTHCARE INC COM | $42.64万 | 0.01% | 3,199 | 2,604 | 437.6% | $34.71万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $42.70万 | 0.01% | 9,270 | 3,972 | 75.0% | $18.30万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $42.80万 | 0.01% | 3,230 | 4 | 0.1% | $530 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $43.03万 | 0.01% | 1,251 | 79 | 6.7% | $2.72万 | 加仓 |
| IT | GARTNER INC COM | $43.04万 | 0.01% | 2,718 | 771 | 39.6% | $12.21万 | 加仓 |
| CPRT | COPART INC COM | $43.18万 | 0.01% | 13,007 | 5,755 | 79.4% | $19.11万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $43.19万 | 0.01% | 2,461 | 1,980 | 411.6% | $34.75万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $43.45万 | 0.01% | 2,631 | 1,220 | 86.5% | $20.15万 | 加仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $43.46万 | 0.01% | 10,653 | 3,024 | 39.6% | $12.34万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $43.49万 | 0.01% | 4,289 | 301 | 7.5% | $3.05万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $43.55万 | 0.01% | 18,255 | -871 | -4.6% | -$2.08万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $43.55万 | 0.01% | 23,291 | -4,091 | -14.9% | -$7.65万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $43.69万 | 0.01% | 2,487 | 250 | 11.2% | $4.39万 | 加仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $43.93万 | 0.01% | 4,395 | -421 | -8.7% | -$4.21万 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $44.00万 | 0.01% | 2,158 | 186 | 9.4% | $3.79万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $44.00万 | 0.01% | 2,707 | 1,469 | 118.7% | $23.88万 | 加仓 |
| MTZ | MASTEC INC COM | $44.01万 | 0.01% | 1,368 | 145 | 11.9% | $4.67万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $44.03万 | 0.01% | 28,012 | 11,314 | 67.8% | $17.79万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $44.17万 | 0.01% | 9,215 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $44.22万 | 0.01% | 935 | 38 | 4.2% | $1.80万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $44.24万 | 0.01% | 5,596 | -48 | -0.9% | -$3,795 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $44.29万 | 0.01% | 2,025 | 2,025 | — | $44.29万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $44.76万 | 0.01% | 7,656 | 1,811 | 31.0% | $10.59万 | 加仓 |