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 |
|---|---|---|---|---|---|---|---|---|
| — | FRIEDMAN INDS INC COM | $124 | 0.00% | 7 | 2 | 40.0% | $35 | 加仓 |
| JANX | JANUX THERAPEUTICS INC COM | $126 | 0.00% | 9 | -47 | -83.9% | -$658 | 减仓 |
| — | MEDIWOUND LTD SHS NEW | $129 | 0.00% | 8 | 8 | — | $129 | 新建仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC COM | $131 | 0.00% | 6 | 6 | — | $131 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC COM | $131 | 0.00% | 11 | 11 | — | $131 | 新建仓 |
| ONEW | ONEWATER MARINE INC CL A COM | $132 | 0.00% | 14 | 8 | 133.3% | $75 | 加仓 |
| ELA | ENVELA CORP COM | $133 | 0.00% | 8 | 6 | 300.0% | $100 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC COM | $134 | 0.00% | 12 | 7 | 140.0% | $78 | 加仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $137 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC COM NEW | $137 | 0.00% | 45 | 37 | 462.5% | $113 | 加仓 |
| — | GAIA INC NEW CL A | $139 | 0.00% | 50 | 50 | — | $139 | 新建仓 |
| — | COMPX INTL INC CL A | $141 | 0.00% | 6 | 2 | 50.0% | $47 | 加仓 |
| — | OUTLOOK THERAPEUTICS INC COM | $143 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| — | STRAWBERRY FIELDS REIT INC COM | $144 | 0.00% | 12 | 5 | 71.4% | $60 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $146 | 0.00% | 35 | 34 | 3,400.0% | $142 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC COM | $148 | 0.00% | 40 | 7 | 21.2% | $26 | 加仓 |
| BKTI | BK TECHNOLOGIES CORPORATION COM | $149 | 0.00% | 2 | 1 | 100.0% | $74 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC COM | $155 | 0.00% | 10 | 10 | — | $155 | 新建仓 |
| SSYS | STRATASYS LTD SHS | $156 | 0.00% | 20 | 20 | — | $156 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC COM | $156 | 0.00% | 4 | -80 | -95.2% | -$3,120 | 重新持有 |
| — | FULL HSE RESORTS INC COM | $160 | 0.00% | 71 | -57 | -44.5% | -$128 | 减仓 |
| ASST | STRIVE INC CL A COM | $160 | 0.00% | 16 | 16 | — | $160 | 新建仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $162 | 0.00% | 3 | -1 | -25.0% | -$54 | 减仓 |
| — | ZSPACE INC COM | $163 | 0.00% | 1,442 | 1,442 | — | $163 | 新建仓 |
| FUND | SPROTT FOCUS TR INC COM | $164 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XES | STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | UNITED SEC BANCSHARES CALIF COM | $169 | 0.00% | 16 | 4 | 33.3% | $42 | 加仓 |
| — | CB FINL SVCS INC COM | $171 | 0.00% | 5 | -1 | -16.7% | -$34 | 减仓 |
| — | J JILL INC COM | $172 | 0.00% | 15 | 3 | 25.0% | $34 | 加仓 |
| — | CSP INC COM | $172 | 0.00% | 20 | 19 | 1,900.0% | $163 | 加仓 |
| — | LAKELAND INDS INC COM | $172 | 0.00% | 21 | -67 | -76.1% | -$549 | 重新持有 |
| — | NATUZZI S P A SPON ADS | $174 | 0.00% | 57 | -18 | -24.0% | -$55 | 减仓 |
| — | VALUE LINE INC COM | $176 | 0.00% | 5 | -2 | -28.6% | -$70 | 减仓 |
| FUNC | FIRST UTD CORP COM | $184 | 0.00% | 5 | 3 | 150.0% | $110 | 加仓 |
| MUX | MCEWEN INC. COM NEW | $184 | 0.00% | 9 | 9 | — | $184 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $185 | 0.00% | 20 | 11 | 122.2% | $102 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC CL A | $188 | 0.00% | 5 | 5 | — | $188 | 新建仓 |
| TCBX | THIRD COAST BANCSHARES INC COM | $189 | 0.00% | 5 | -23 | -82.1% | -$869 | 减仓 |
| CRMD | CORMEDIX INC COM | $190 | 0.00% | 28 | 18 | 180.0% | $122 | 加仓 |
| MAGN | MAGNERA CORP COM SHS | $190 | 0.00% | 20 | 19 | 1,900.0% | $180 | 加仓 |
| — | GOHEALTH INC CL A NEW | $192 | 0.00% | 128 | 14 | 12.3% | $21 | 加仓 |
| — | GREENWICH LIFESCIENCES INC COM | $192 | 0.00% | 8 | 3 | 60.0% | $72 | 加仓 |
| PKE | PARK AEROSPACE CORP COM | $192 | 0.00% | 7 | -497 | -98.6% | -$1.36万 | 重新持有 |
| QTRX | QUANTERIX CORP COM | $193 | 0.00% | 55 | -168 | -75.3% | -$590 | 减仓 |
| AII | AMERICAN INTEGRITY INS GROUP I COM | $193 | 0.00% | 10 | 10 | — | $193 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC COM | $195 | 0.00% | 5 | 5 | — | $195 | 新建仓 |
| — | BAOZUN INC SPONSORED ADR | $196 | 0.00% | 82 | -26 | -24.1% | -$62 | 减仓 |
| VERA | VERA THERAPEUTICS INC CL A | $201 | 0.00% | 5 | 4 | 400.0% | $161 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $204 | 0.00% | 24 | -50 | -67.6% | -$425 | 减仓 |
| — | MAMMOTH ENERGY SVCS INC COM | $205 | 0.00% | 84 | 76 | 950.0% | $185 | 加仓 |
| — | NACCO INDS INC CL A | $208 | 0.00% | 4 | 1 | 33.3% | $52 | 加仓 |
| — | KOLIBRI GLOBAL ENERGY INC COM NEW | $208 | 0.00% | 38 | 38 | — | $208 | 新建仓 |
| — | SOLANA ETF | $209 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CHAIN BRIDGE BANCORP INC CL A | $209 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $210 | 0.00% | 4 | 4 | — | $210 | 新建仓 |
| — | TVARDI THERAPEUTICS INC COM | $213 | 0.00% | 67 | 62 | 1,240.0% | $197 | 加仓 |
| — | SEVEN HILLS REALTY TRUST COM | $214 | 0.00% | 26 | 0 | 0.0% | — | 重新持有 |
| — | FLYEXCLUSIVE INC COM CL A | $214 | 0.00% | 95 | 95 | — | $214 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $215 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO COM | $221 | 0.00% | 11 | -9 | -45.0% | -$181 | 减仓 |
| — | OATLY GROUP AB SPONSORED ADS | $223 | 0.00% | 22 | -190 | -89.6% | -$1,926 | 减仓 |
| — | LIVEWIRE GROUP INC COM | $226 | 0.00% | 136 | 124 | 1,033.3% | $206 | 加仓 |
| METC | RAMACO RES INC COM CL A | $232 | 0.00% | 15 | 5 | 50.0% | $77 | 加仓 |
| — | HANOVER BANCORP INC COM | $237 | 0.00% | 11 | 1 | 10.0% | $22 | 加仓 |
| NPCE | NEUROPACE INC COM | $237 | 0.00% | 18 | 18 | — | $237 | 新建仓 |
| — | EMPRESA DIST Y COMERCIAL NORTE SPON ADR | $240 | 0.00% | 8 | -2 | -20.0% | -$60 | 减仓 |
| — | GBANK FINL HLDGS INC COM | $241 | 0.00% | 9 | 7 | 350.0% | $187 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP COM | $250 | 0.00% | 3 | -18 | -85.7% | -$1,500 | 重新持有 |
| PDLB | PONCE FINANCIAL GROUP INC COMMON STOCK | $251 | 0.00% | 15 | 7 | 87.5% | $117 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR | $254 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC COM CL B | $255 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PICARD MEDICAL INC COM SHS | $259 | 0.00% | 248 | 248 | — | $259 | 新建仓 |
| — | TRAEGER INC COM NEW | $261 | 0.00% | 9 | 9 | — | $261 | 新建仓 |
| CTEV | CLARITEV CORPORATION CL A NEW | $261 | 0.00% | 16 | 3 | 23.1% | $49 | 重新持有 |
| — | XUNLEI LTD SPONSORED ADS | $261 | 0.00% | 47 | 47 | — | $261 | 新建仓 |
| — | PARAZERO TECHNOLOGIES LTD SHS | $263 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| EVTL | VERTICAL AEROSPACE LTD SHS NEW | $265 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $265 | 0.00% | 14 | 5 | 55.6% | $95 | 加仓 |
| AXGN | AXOGEN INC COM | $265 | 0.00% | 8 | 8 | — | $265 | 新建仓 |
| — | VUZIX CORP COM NEW | $266 | 0.00% | 115 | 115 | — | $266 | 新建仓 |
| FCEL | FUELCELL ENERGY INC COM NEW | $268 | 0.00% | 41 | 41 | — | $268 | 新建仓 |
| TWIN | TWIN DISC INC COM | $271 | 0.00% | 18 | 8 | 80.0% | $120 | 重新持有 |
| — | BLUE FOUNDRY BANCORP COM | $278 | 0.00% | 21 | 6 | 40.0% | $79 | 加仓 |
| — | SEACOR MARINE HLDGS INC COM | $279 | 0.00% | 39 | 39 | — | $279 | 新建仓 |
| — | FOLD HLDGS INC COM CL A | $279 | 0.00% | 211 | 211 | — | $279 | 新建仓 |
| CTGO | CONTANGO SILVER & GOLD INC COM | $281 | 0.00% | 15 | -3 | -16.7% | -$56 | 减仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $284 | 0.00% | 10 | 5 | 100.0% | $142 | 加仓 |
| — | GRAFTECH INTL LTD SR NT COM NEW | $285 | 0.00% | 42 | 42 | — | $285 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $286 | 0.00% | 15 | 15 | — | $286 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC COM | $287 | 0.00% | 33 | -39 | -54.2% | -$339 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC COM | $288 | 0.00% | 36 | 27 | 300.0% | $216 | 加仓 |
| BALY | BALLYS CORPORATION COMMON STOCK | $289 | 0.00% | 30 | 6 | 25.0% | $58 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A SPONSORED ADS | $292 | 0.00% | 14 | -465 | -97.1% | -$9,699 | 减仓 |
| — | BRT APARTMENTS CORP COM | $293 | 0.00% | 22 | 21 | 2,100.0% | $280 | 加仓 |
| — | EMERALD HOLDING INC COM | $294 | 0.00% | 65 | -4 | -5.8% | -$18 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $295 | 0.00% | 25 | -57 | -69.5% | -$673 | 减仓 |
| — | ISPIRE TECHNOLOGY INC COM | $295 | 0.00% | 160 | 47 | 41.6% | $87 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $295 | 0.00% | 16 | 8 | 100.0% | $148 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP COM | $296 | 0.00% | 42 | -81 | -65.9% | -$571 | 减仓 |