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 |
|---|---|---|---|---|---|---|---|---|
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $29.53万 | 0.01% | 2,568 | -564 | -18.0% | -$6.49万 | 减仓 |
| — | ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI | $29.59万 | 0.01% | 5,932 | 2,377 | 66.9% | $11.86万 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $29.79万 | 0.01% | 1,362 | -243 | -15.1% | -$5.31万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $29.82万 | 0.01% | 881 | -1,131 | -56.2% | -$38.28万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT 看跌期权 | $29.87万 | 0.01% | 400 | -2,600 | -86.7% | -$194.16万 | 减仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $29.88万 | 0.01% | 8,720 | 3,820 | 78.0% | $13.09万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $29.93万 | 0.01% | 3,308 | -1,151 | -25.8% | -$10.41万 | 减仓 |
| CHE | CHEMED CORP NEW COM | $29.99万 | 0.01% | 644 | 238 | 58.6% | $11.08万 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $30.00万 | 0.01% | 3,601 | -1,785 | -33.1% | -$14.87万 | 减仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $30.12万 | 0.01% | 2,424 | 4 | 0.2% | $497 | 加仓 |
| — | AMPLIFY LQD INVESTMENT GRADE 12 TARGET INCOME ETF | $30.22万 | 0.01% | 12,331 | 12,331 | — | $30.22万 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $30.29万 | 0.01% | 1,343 | 45 | 3.5% | $1.01万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $30.38万 | 0.01% | 9,681 | -4,901 | -33.6% | -$15.38万 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $30.39万 | 0.01% | 6,636 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $30.41万 | 0.01% | 2,311 | 332 | 16.8% | $4.37万 | 加仓 |
| IEX | IDEX CORP COM | $30.44万 | 0.01% | 1,341 | -105 | -7.3% | -$2.38万 | 减仓 |
| CVNA | CARVANA CO CL A | $30.55万 | 0.01% | 4,642 | -478 | -9.3% | -$3.15万 | 减仓 |
| HLN | HALEON PLC SPON ADS | $30.60万 | 0.01% | 32,803 | -24,723 | -43.0% | -$23.07万 | 减仓 |
| NVR | NVR INC COM | $30.80万 | 0.01% | 45 | 41 | 1,025.0% | $28.07万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $30.83万 | 0.01% | 980 | -643 | -39.6% | -$20.23万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $30.83万 | 0.01% | 5,621 | 1,871 | 49.9% | $10.26万 | 加仓 |
| — | MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | $30.85万 | 0.01% | 3,618 | 203 | 5.9% | $1.73万 | 加仓 |
| FIVE | FIVE BELOW INC COM | $30.96万 | 0.01% | 1,722 | -553 | -24.3% | -$9.94万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC COM | $31.01万 | 0.01% | 3,666 | -3,831 | -51.1% | -$32.40万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C COM | $31.05万 | 0.01% | 3,575 | -963 | -21.2% | -$8.36万 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $31.10万 | 0.01% | 1,111 | -826 | -42.6% | -$23.12万 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $31.17万 | 0.01% | 19,791 | -10,081 | -33.7% | -$15.88万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $31.23万 | 0.01% | 3,848 | 1,529 | 65.9% | $12.41万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $31.32万 | 0.01% | 543 | 158 | 41.0% | $9.11万 | 加仓 |
| MTB | M & T BK CORP COM | $31.40万 | 0.01% | 1,319 | -338 | -20.4% | -$8.05万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $31.50万 | 0.01% | 2,932 | -1,357 | -31.6% | -$14.58万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $31.52万 | 0.01% | 6,257 | -302 | -4.6% | -$1.52万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $31.57万 | 0.01% | 2,220 | 1,157 | 108.8% | $16.45万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $31.64万 | 0.01% | 6,502 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $31.74万 | 0.01% | 11,615 | 0 | 0.0% | — | 不变 |
| — | INSPIRE GLOBAL HOPE ETF | $31.81万 | 0.01% | 6,670 | -877 | -11.6% | -$4.18万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $32.02万 | 0.01% | 2,187 | 30 | 1.4% | $4,393 | 加仓 |
| PPL | PPL CORP COM | $32.05万 | 0.01% | 8,816 | 3,450 | 64.3% | $12.54万 | 加仓 |
| — | INSPIRE GROWTH ETF | $32.05万 | 0.01% | 7,336 | 1,278 | 21.1% | $5.58万 | 加仓 |
| NUE | NUCOR CORP COM | $32.09万 | 0.01% | 1,440 | -624 | -30.2% | -$13.91万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $32.20万 | 0.01% | 8,799 | 6,154 | 232.7% | $22.52万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $32.25万 | 0.01% | 4,624 | -94 | -2.0% | -$6,556 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $32.29万 | 0.01% | 6,460 | 1,998 | 44.8% | $9.99万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $32.31万 | 0.01% | 4,795 | 823 | 20.7% | $5.55万 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $32.33万 | 0.01% | 1,195 | -89 | -6.9% | -$2.41万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $32.38万 | 0.01% | 2,623 | -133 | -4.8% | -$1.64万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $32.45万 | 0.01% | 4,146 | 1,145 | 38.2% | $8.96万 | 加仓 |
| — | GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $32.61万 | 0.01% | 8,217 | -125 | -1.5% | -$4,961 | 减仓 |
| GWW | WW GRAINGER INC COM | $32.65万 | 0.01% | 240 | -114 | -32.2% | -$15.51万 | 减仓 |
| BALL | BALL CORP COM | $32.98万 | 0.01% | 5,286 | -955 | -15.3% | -$5.96万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $33.05万 | 0.01% | 844 | -104 | -11.0% | -$4.07万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $33.10万 | 0.01% | 5,739 | -5,715 | -49.9% | -$32.96万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $33.20万 | 0.01% | 9,766 | -12,974 | -57.1% | -$44.11万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $33.24万 | 0.01% | 4,043 | 2,256 | 126.2% | $18.55万 | 加仓 |
| EAT | BRINKER INTL INC COM | $33.30万 | 0.01% | 1,982 | -39 | -1.9% | -$6,552 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $33.33万 | 0.01% | 3,865 | -446 | -10.3% | -$3.85万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $33.42万 | 0.01% | 4,375 | -4,743 | -52.0% | -$36.23万 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $33.45万 | 0.01% | 4,182 | -2,860 | -40.6% | -$22.87万 | 减仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $33.70万 | 0.01% | 8,737 | 8,737 | — | $33.70万 | 新建仓 |
| CMS | CMS ENERGY CORP COM | $33.83万 | 0.01% | 4,422 | -505 | -10.2% | -$3.86万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP COM | $34.06万 | 0.01% | 3,602 | -2,963 | -45.1% | -$28.02万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $34.08万 | 0.01% | 16,575 | -1,260 | -7.1% | -$2.59万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $34.18万 | 0.01% | 430 | -40 | -8.5% | -$3.18万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $34.22万 | 0.01% | 6,787 | 4,306 | 173.6% | $21.71万 | 加仓 |
| OSK | OSHKOSH CORP COM | $34.24万 | 0.01% | 2,231 | 7 | 0.3% | $1,074 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $34.40万 | 0.01% | 2,565 | -257 | -9.1% | -$3.45万 | 减仓 |
| AIPO | DEFIANCE AI & POWER INFRASTRUCTURE ETF | $34.42万 | 0.01% | 10,302 | 10,302 | — | $34.42万 | 新建仓 |
| ROL | ROLLINS INC COM | $34.47万 | 0.01% | 8,259 | -1,872 | -18.5% | -$7.81万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC COM | $34.71万 | 0.01% | 4,753 | -527 | -10.0% | -$3.85万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $34.75万 | 0.01% | 1,935 | -215 | -10.0% | -$3.86万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $34.80万 | 0.01% | 1,015 | -480 | -32.1% | -$16.46万 | 减仓 |
| NI | NISOURCE INC COM | $34.86万 | 0.01% | 7,332 | -43 | -0.6% | -$2,045 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $34.88万 | 0.01% | 273 | -90 | -24.8% | -$11.50万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $34.91万 | 0.01% | 3,235 | -341 | -9.5% | -$3.68万 | 减仓 |
| PLXS | PLEXUS CORP COM | $35.00万 | 0.01% | 1,164 | -18 | -1.5% | -$5,412 | 减仓 |
| DOV | DOVER CORP COM | $35.00万 | 0.01% | 1,561 | -412 | -20.9% | -$9.24万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $35.16万 | 0.01% | 6,679 | 1,707 | 34.3% | $8.99万 | 加仓 |
| SLB | SLB LIMITED COM STK | $35.17万 | 0.01% | 7,566 | -3,679 | -32.7% | -$17.10万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $35.21万 | 0.01% | 5,566 | -4,851 | -46.6% | -$30.68万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $35.23万 | 0.01% | 4,632 | -1,956 | -29.7% | -$14.87万 | 减仓 |
| GSAT | GLOBALSTAR INC COM NEW | $35.29万 | 0.01% | 4,341 | 157 | 3.8% | $1.28万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $35.29万 | 0.01% | 2,337 | 2,337 | — | $35.29万 | 新建仓 |
| OC | OWENS CORNING NEW COM | $35.35万 | 0.01% | 2,224 | 208 | 10.3% | $3.31万 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $35.36万 | 0.01% | 881 | -370 | -29.6% | -$14.85万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $35.49万 | 0.01% | 3,739 | -1,395 | -27.2% | -$13.24万 | 减仓 |
| OACP | ONEASCENT CORE PLUS BOND ETF | $35.51万 | 0.01% | 15,631 | 5,172 | 49.5% | $11.75万 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $35.67万 | 0.01% | 4,216 | 719 | 20.6% | $6.08万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $35.86万 | 0.01% | 8,853 | -5,913 | -40.0% | -$23.95万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $35.97万 | 0.01% | 727 | -399 | -35.4% | -$19.74万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $35.99万 | 0.01% | 9,762 | -2,212 | -18.5% | -$8.16万 | 减仓 |
| WAB | WABTEC COM | $36.06万 | 0.01% | 1,338 | -645 | -32.5% | -$17.38万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $36.11万 | 0.01% | 1,193 | 166 | 16.2% | $5.02万 | 加仓 |
| AN | AUTONATION INC COM | $36.14万 | 0.01% | 1,945 | 7 | 0.4% | $1,301 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $36.18万 | 0.01% | 15,259 | 877 | 6.1% | $2.08万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $36.19万 | 0.01% | 552 | 37 | 7.2% | $2.43万 | 加仓 |
| CME | CME GROUP INC COM | $36.19万 | 0.01% | 1,639 | -1,126 | -40.7% | -$24.86万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $36.20万 | 0.01% | 562 | 69 | 14.0% | $4.44万 | 加仓 |
| SQQQ | PROSHARES ULTRAPRO SHORT QQQ | $36.31万 | 0.01% | 9,999 | 9,799 | 4,899.5% | $35.58万 | 重新持有 |
| IRM | IRON MTN INC DEL COM | $36.42万 | 0.01% | 2,884 | 88 | 3.1% | $1.11万 | 加仓 |
| CPRT | COPART INC COM | $36.75万 | 0.01% | 13,037 | 30 | 0.2% | $846 | 加仓 |