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 |
|---|---|---|---|---|---|---|---|---|
| — | COMPX INTL INC CL A | $100 | 0.00% | 4 | -2 | -33.3% | -$50 | 减仓 |
| — | ZOMEDICA CORP COM | $100 | 0.00% | 1,000 | 990 | 9,900.0% | $99 | 重新持有 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $101 | 0.00% | 19 | -458 | -96.0% | -$2,435 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC COM NEW | $102 | 0.00% | 30 | -5 | -14.3% | -$17 | 减仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $105 | 0.00% | 110 | 110 | — | $105 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $106 | 0.00% | 23 | -105 | -82.0% | -$484 | 减仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $110 | 0.00% | 8 | -4 | -33.3% | -$55 | 减仓 |
| — | SANUWAVE HEALTH INC COM | $110 | 0.00% | 11 | 4 | 57.1% | $40 | 加仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $114 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BAOZUN INC SPONSORED ADR | $116 | 0.00% | 41 | -41 | -50.0% | -$116 | 减仓 |
| TMC | TMC THE METALS COMPANY INC COM | $116 | 0.00% | 26 | 26 | — | $116 | 新建仓 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $116 | 0.00% | 10 | 10 | — | $116 | 新建仓 |
| — | GREENWICH LIFESCIENCES INC COM | $117 | 0.00% | 5 | -3 | -37.5% | -$70 | 减仓 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $118 | 0.00% | 5 | -20 | -80.0% | -$472 | 减仓 |
| — | A K A BRANDS HLDG CORP COM SHS | $118 | 0.00% | 11 | -1 | -8.3% | -$11 | 减仓 |
| — | VUZIX CORP COM NEW | $119 | 0.00% | 41 | -74 | -64.3% | -$215 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $119 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SIEBERT FINL CORP COM | $121 | 0.00% | 73 | 45 | 160.7% | $75 | 加仓 |
| — | AGORA INC ADS | $124 | 0.00% | 31 | -229 | -88.1% | -$916 | 减仓 |
| AGRO | ADECOAGRO S A COM | $124 | 0.00% | 13 | 13 | — | $124 | 新建仓 |
| — | TEVOGEN BIO HLDGS INC COM NEW | $124 | 0.00% | 22 | 22 | — | $124 | 新建仓 |
| — | BLINK CHARGING CO COM | $128 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | EFFICIENT MARKET PORTFOLIO PLUS ETF TRUST UNITS | $133 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RELL | RICHARDSON ELECTRS LTD COM | $133 | 0.00% | 7 | -2 | -22.2% | -$38 | 减仓 |
| — | GYRE THERAPEUTICS INC COM | $133 | 0.00% | 20 | 17 | 566.7% | $113 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR | $134 | 0.00% | 8 | -2 | -20.0% | -$34 | 减仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $137 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC CLASS A COM | $143 | 0.00% | 55 | -911 | -94.3% | -$2,369 | 减仓 |
| — | ENDAVA PLC ADS | $144 | 0.00% | 51 | -316 | -86.1% | -$892 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP COM | $146 | 0.00% | 26 | 26 | — | $146 | 新建仓 |
| — | EMERALD HOLDING INC COM | $151 | 0.00% | 30 | -35 | -53.8% | -$176 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC COM | $153 | 0.00% | 3 | -1 | -25.0% | -$51 | 减仓 |
| — | FLYEXCLUSIVE INC COM CL A | $154 | 0.00% | 77 | -18 | -18.9% | -$36 | 减仓 |
| TMQ | TRILOGY METALS INC NEW COM | $154 | 0.00% | 44 | 44 | — | $154 | 新建仓 |
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | $155 | 0.00% | 6 | -54 | -90.0% | -$1,395 | 减仓 |
| — | SBC MED GROUP HLDGS INC COM | $156 | 0.00% | 51 | 44 | 628.6% | $135 | 加仓 |
| XES | STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $158 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC COM | $160 | 0.00% | 4 | 1 | 33.3% | $40 | 加仓 |
| OMER | OMEROS CORP COM | $162 | 0.00% | 17 | -113 | -86.9% | -$1,077 | 减仓 |
| — | CONSUMER PORTFOLIO SVCS INC COM | $163 | 0.00% | 17 | 11 | 183.3% | $105 | 加仓 |
| IPI | INTREPID POTASH INC COM | $164 | 0.00% | 5 | -100 | -95.2% | -$3,280 | 减仓 |
| FUND | SPROTT FOCUS TR INC COM | $165 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | PARAZERO TECHNOLOGIES LTD SHS | $166 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP COM NEW | $176 | 0.00% | 29 | -234 | -89.0% | -$1,420 | 减仓 |
| — | PRO-DEX INC COLO COM NEW | $176 | 0.00% | 3 | 2 | 200.0% | $117 | 加仓 |
| — | EVI INDS INC COM | $178 | 0.00% | 12 | -3 | -20.0% | -$44 | 减仓 |
| RLGT | RADIANT LOGISTICS INC COM | $179 | 0.00% | 19 | 13 | 216.7% | $122 | 加仓 |
| — | SOUTHLAND HLDGS INC COM | $182 | 0.00% | 274 | 197 | 255.8% | $131 | 加仓 |
| — | SUPERIOR GROUP OF CO INC COM | $183 | 0.00% | 14 | 2 | 16.7% | $26 | 加仓 |
| — | SOLANA ETF | $185 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FTK | FLOTEK INDUSTRIES INC COM NEW | $188 | 0.00% | 8 | -180 | -95.7% | -$4,230 | 减仓 |
| — | KESTREL GROUP LTD COM | $189 | 0.00% | 21 | 14 | 200.0% | $126 | 加仓 |
| — | CB FINL SVCS INC COM | $190 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $192 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | OLAPLEX HLDGS INC COM | $195 | 0.00% | 95 | -1,844 | -95.1% | -$3,785 | 减仓 |
| — | VALUE LINE INC COM | $202 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | OATLY GROUP AB SPONSORED ADS | $206 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MCFT | MASTERCRAFT BOAT HLDGS INC COM | $207 | 0.00% | 8 | -738 | -98.9% | -$1.91万 | 减仓 |
| — | MODIV INDUSTRIAL INC COM STK CL C | $209 | 0.00% | 12 | -23 | -65.7% | -$401 | 减仓 |
| EVTL | VERTICAL AEROSPACE LTD SHS NEW | $209 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | VIRCO MFG CO COM | $209 | 0.00% | 34 | 19 | 126.7% | $117 | 加仓 |
| — | HIREQUEST INC COM | $214 | 0.00% | 17 | 5 | 41.7% | $63 | 加仓 |
| — | LANDMARK BANCORP INC COM | $216 | 0.00% | 7 | 4 | 133.3% | $123 | 加仓 |
| — | CITIZENS FINL SVCS INC COM | $217 | 0.00% | 3 | -144 | -98.0% | -$1.04万 | 减仓 |
| — | UNION BANKSHARES INC COM | $219 | 0.00% | 9 | 5 | 125.0% | $122 | 加仓 |
| — | AUDIOCODES LTD ORD | $223 | 0.00% | 23 | -23 | -50.0% | -$223 | 减仓 |
| — | FOLD HLDGS INC COM CL A | $225 | 0.00% | 497 | 286 | 135.5% | $129 | 加仓 |
| — | MEDALLION FINANCIAL CORP COM | $225 | 0.00% | 22 | 19 | 633.3% | $194 | 加仓 |
| CBK | COMMERCIAL BANCGROUP INC COM | $226 | 0.00% | 7 | 6 | 600.0% | $194 | 加仓 |
| ELA | ENVELA CORP COM | $232 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | FINWISE BANCORP COM | $234 | 0.00% | 16 | 14 | 700.0% | $205 | 加仓 |
| — | CROSS CTRY HEALTHCARE INC COM | $237 | 0.00% | 18 | -61 | -77.2% | -$803 | 减仓 |
| — | FRANKLIN XRP ETF | $238 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TECX | TECTONIC THERAPEUTIC INC COM | $240 | 0.00% | 7 | -12 | -63.2% | -$411 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC COM NEW | $241 | 0.00% | 10 | -249 | -96.1% | -$6,001 | 减仓 |
| EVCM | EVERCOMMERCE INC COM | $241 | 0.00% | 24 | -199 | -89.2% | -$1,998 | 减仓 |
| NCMI | NATIONAL CINEMEDIA INC COM NEW | $243 | 0.00% | 64 | 52 | 433.3% | $197 | 加仓 |
| — | CSP INC COM | $247 | 0.00% | 31 | 11 | 55.0% | $88 | 加仓 |
| DDL | DINGDONG CAYMAN LTD ADS | $249 | 0.00% | 129 | 8 | 6.6% | $15 | 重新持有 |
| WRD | WERIDE INC SPONSORED ADS | $250 | 0.00% | 43 | 43 | — | $250 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC CL A | $252 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC COM NEW | $253 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC COM | $256 | 0.00% | 32 | -4 | -11.1% | -$32 | 减仓 |
| — | LAKELAND INDS INC COM | $257 | 0.00% | 24 | 3 | 14.3% | $32 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC COM | $258 | 0.00% | 25 | 25 | — | $258 | 新建仓 |
| — | OHIO VY BANC CORP COM | $260 | 0.00% | 6 | 6 | — | $260 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $264 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FUNC | FIRST UTD CORP COM | $264 | 0.00% | 6 | 1 | 20.0% | $44 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $274 | 0.00% | 19 | -262 | -93.2% | -$3,778 | 减仓 |
| — | SEACOR MARINE HLDGS INC COM | $276 | 0.00% | 36 | -3 | -7.7% | -$23 | 减仓 |
| ASTH | ASTRANA HEALTH INC COM NEW | $279 | 0.00% | 6 | -297 | -98.0% | -$1.38万 | 减仓 |
| — | HF FOODS GROUP INC COM | $279 | 0.00% | 197 | 193 | 4,825.0% | $273 | 加仓 |
| RERE | ATRENEW INC SPONSORED ADS | $283 | 0.00% | 73 | -973 | -93.0% | -$3,772 | 减仓 |
| OPBK | OP BANCORP COM | $285 | 0.00% | 19 | 11 | 137.5% | $165 | 加仓 |
| — | ATAIBECKLEY INC COM SHS | $285 | 0.00% | 54 | 54 | — | $285 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC COM | $287 | 0.00% | 8 | 2 | 33.3% | $72 | 加仓 |
| — | WESTWOOD HLDGS GROUP INC COM | $287 | 0.00% | 15 | 12 | 400.0% | $230 | 加仓 |
| SVRA | SAVARA INC COM | $289 | 0.00% | 47 | 35 | 291.7% | $215 | 加仓 |