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 |
|---|---|---|---|---|---|---|---|---|
| NTRA | NATERA INC COM | $44.80万 | 0.01% | 2,240 | -849 | -27.5% | -$16.98万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $44.81万 | 0.01% | 6,588 | 970 | 17.3% | $6.60万 | 加仓 |
| — | BRAZIL POTASH CORP COMMON SHARES | $44.98万 | 0.01% | 138,839 | 5,937 | 4.5% | $1.92万 | 加仓 |
| UGI | UGI CORP NEW COM | $45.29万 | 0.01% | 12,434 | 2,592 | 26.3% | $9.44万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $45.35万 | 0.01% | 8,193 | -5,632 | -40.7% | -$31.18万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $45.44万 | 0.01% | 8,232 | 290 | 3.7% | $1.60万 | 加仓 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $45.56万 | 0.01% | 18,446 | 4,119 | 28.7% | $10.17万 | 加仓 |
| IEV | ISHARES EUROPE ETF | $45.69万 | 0.01% | 6,725 | 1,406 | 26.4% | $9.55万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $45.74万 | 0.01% | 4,698 | 1,408 | 42.8% | $13.71万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $45.78万 | 0.01% | 363 | 61 | 20.2% | $7.69万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $46.09万 | 0.01% | 4,073 | 1,188 | 41.2% | $13.44万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $46.58万 | 0.01% | 1,623 | 131 | 8.8% | $3.76万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $46.65万 | 0.01% | 10,355 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $46.80万 | 0.01% | 19,269 | 4,880 | 33.9% | $11.85万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $46.84万 | 0.01% | 2,536 | 1,034 | 68.8% | $19.10万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $46.87万 | 0.01% | 4,416 | 487 | 12.4% | $5.17万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $46.88万 | 0.01% | 3,062 | 2,500 | 444.8% | $38.28万 | 加仓 |
| ITT | ITT INC COM | $46.88万 | 0.01% | 2,461 | 1,488 | 152.9% | $28.35万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $47.04万 | 0.01% | 405 | 21 | 5.5% | $2.44万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $47.12万 | 0.01% | 3,225 | -31 | -1.0% | -$4,530 | 减仓 |
| KMX | CARMAX INC COM | $47.16万 | 0.01% | 11,341 | 3,607 | 46.6% | $15.00万 | 加仓 |
| EXEL | EXELIXIS INC COM | $47.24万 | 0.01% | 11,015 | -1,396 | -11.2% | -$5.99万 | 减仓 |
| OKE | ONEOK INC NEW COM | $47.34万 | 0.01% | 5,237 | 1,906 | 57.2% | $17.23万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $47.68万 | 0.01% | 11,951 | -159 | -1.3% | -$6,344 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $47.70万 | 0.01% | 8,471 | 2,157 | 34.2% | $12.14万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $47.89万 | 0.01% | 5,134 | 1,544 | 43.0% | $14.40万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $47.96万 | 0.01% | 25,896 | 12,669 | 95.8% | $23.46万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $47.98万 | 0.01% | 11,359 | 3,250 | 40.1% | $13.73万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $48.09万 | 0.01% | 6,941 | 2,340 | 50.9% | $16.21万 | 加仓 |
| EFX | EQUIFAX INC COM | $48.12万 | 0.01% | 2,672 | 998 | 59.6% | $17.97万 | 加仓 |
| SRE | SEMPRA COM | $48.24万 | 0.01% | 4,965 | 886 | 21.7% | $8.61万 | 加仓 |
| CTAS | CINTAS CORP COM | $48.25万 | 0.01% | 2,854 | 869 | 43.8% | $14.69万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $49.02万 | 0.01% | 8,605 | 4,350 | 102.2% | $24.78万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $49.18万 | 0.01% | 3,692 | 2,533 | 218.6% | $33.74万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $49.19万 | 0.01% | 1,975 | 331 | 20.1% | $8.24万 | 加仓 |
| WAB | WABTEC COM | $49.53万 | 0.02% | 1,983 | 312 | 18.7% | $7.79万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $49.56万 | 0.02% | 6,580 | 970 | 17.3% | $7.31万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $49.61万 | 0.02% | 3,635 | 283 | 8.4% | $3.86万 | 加仓 |
| — | EVENTIDE LARGE CAP GROWTH ETF | $49.99万 | 0.02% | 21,420 | 9,287 | 76.5% | $21.68万 | 加仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $50.05万 | 0.02% | 12,614 | 2,207 | 21.2% | $8.76万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $50.43万 | 0.02% | 1,542 | 341 | 28.4% | $11.15万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $50.45万 | 0.02% | 2,958 | -641 | -17.8% | -$10.93万 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $50.85万 | 0.02% | 14,766 | 4,661 | 46.1% | $16.05万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $51.11万 | 0.02% | 3,098 | 272 | 9.6% | $4.49万 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $51.13万 | 0.02% | 6,696 | 4,696 | 234.8% | $35.85万 | 加仓 |
| TTC | TORO CO COM | $51.13万 | 0.02% | 5,472 | 942 | 20.8% | $8.80万 | 加仓 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $51.48万 | 0.02% | 4,532 | -332 | -6.8% | -$3.77万 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $51.67万 | 0.02% | 1,937 | 689 | 55.2% | $18.38万 | 加仓 |
| VTR | VENTAS INC COM | $51.68万 | 0.02% | 6,320 | -306 | -4.6% | -$2.50万 | 减仓 |
| FIVE | FIVE BELOW INC COM | $51.98万 | 0.02% | 2,275 | 650 | 40.0% | $14.85万 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $52.00万 | 0.02% | 8,335 | 1,381 | 19.9% | $8.62万 | 加仓 |
| — | EVENTIDE SMALL CAP ETF | $52.04万 | 0.02% | 19,893 | 8,623 | 76.5% | $22.56万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $52.04万 | 0.02% | 1,874 | 83 | 4.6% | $2.30万 | 加仓 |
| FAST | FASTENAL CO COM | $52.23万 | 0.02% | 11,256 | 2,655 | 30.9% | $12.32万 | 加仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $52.23万 | 0.02% | 6,599 | 5,787 | 712.7% | $45.80万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $52.38万 | 0.02% | 5,777 | 2,312 | 66.7% | $20.96万 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $52.47万 | 0.02% | 20,257 | 3,648 | 22.0% | $9.45万 | 加仓 |
| — | UNITED STATES GASOLINE FUND LP | $52.49万 | 0.02% | 5,079 | 2,498 | 96.8% | $25.81万 | 加仓 |
| UYLD | ANGEL OAK ULTRASHORT INCOME ETF | $52.73万 | 0.02% | 10,333 | 2,834 | 37.8% | $14.46万 | 加仓 |
| SAP | SAP SE SPON ADR | $52.77万 | 0.02% | 3,082 | 84 | 2.8% | $1.44万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $52.98万 | 0.02% | 3,635 | -1,160 | -24.2% | -$16.91万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $53.07万 | 0.02% | 4,584 | 411 | 9.8% | $4.76万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $53.13万 | 0.02% | 4,661 | 692 | 17.4% | $7.89万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $53.16万 | 0.02% | 2,455 | -340 | -12.2% | -$7.36万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $53.21万 | 0.02% | 14,063 | 2,251 | 19.1% | $8.52万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $53.24万 | 0.02% | 6,003 | 1,405 | 30.6% | $12.46万 | 加仓 |
| ECL | ECOLAB INC COM | $53.42万 | 0.02% | 2,008 | 103 | 5.4% | $2.74万 | 加仓 |
| TGT | TARGET CORP COM | $53.57万 | 0.02% | 4,420 | 716 | 19.3% | $8.68万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $53.78万 | 0.02% | 9,982 | -1,023 | -9.3% | -$5.51万 | 减仓 |
| O | REALTY INCOME CORP COM | $53.89万 | 0.02% | 8,809 | 1,040 | 13.4% | $6.36万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $53.90万 | 0.02% | 3,124 | -735 | -19.0% | -$12.68万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $53.93万 | 0.02% | 11,496 | -7,023 | -37.9% | -$32.94万 | 减仓 |
| TXT | TEXTRON INC COM | $54.04万 | 0.02% | 6,172 | -323 | -5.0% | -$2.83万 | 减仓 |
| — | PROSHARES ULTRA BLOOMBERG NATURAL GAS | $54.06万 | 0.02% | 33,534 | -4,111 | -10.9% | -$6.63万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $54.09万 | 0.02% | 4,927 | 2,337 | 90.2% | $25.66万 | 加仓 |
| VRSN | VERISIGN INC COM | $54.09万 | 0.02% | 2,177 | 23 | 1.1% | $5,715 | 加仓 |
| ROL | ROLLINS INC COM | $54.11万 | 0.02% | 10,131 | -1,658 | -14.1% | -$8.86万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $54.45万 | 0.02% | 26,026 | 380 | 1.5% | $7,950 | 加仓 |
| PAYX | PAYCHEX INC COM | $54.62万 | 0.02% | 5,929 | 2,671 | 82.0% | $24.61万 | 加仓 |
| ATI | ATI INC COM | $54.63万 | 0.02% | 3,756 | -111 | -2.9% | -$1.61万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $54.96万 | 0.02% | 109,264 | 25,222 | 30.0% | $12.69万 | 加仓 |
| BWA | BORGWARNER INC COM | $54.96万 | 0.02% | 10,129 | -788 | -7.2% | -$4.28万 | 减仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $55.01万 | 0.02% | 10,486 | -65 | -0.6% | -$3,410 | 减仓 |
| FISV | FISERV INC COM | $55.25万 | 0.02% | 9,903 | 2,915 | 41.7% | $16.26万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $55.35万 | 0.02% | 11,454 | 5,749 | 100.8% | $27.78万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $55.65万 | 0.02% | 20,287 | 1,041 | 5.4% | $2.86万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $55.69万 | 0.02% | 5,757 | 585 | 11.3% | $5.66万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $56.03万 | 0.02% | 7,042 | -1,827 | -20.6% | -$14.54万 | 减仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $56.25万 | 0.02% | 22,749 | 3,560 | 18.6% | $8.80万 | 加仓 |
| DOW | DOW HLDGS INC COM | $56.37万 | 0.02% | 13,534 | 10,534 | 351.1% | $43.88万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $56.64万 | 0.02% | 2,453 | -2,080 | -45.9% | -$48.03万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $56.67万 | 0.02% | 832 | 151 | 22.2% | $10.28万 | 加仓 |
| MCO | MOODYS CORP COM | $56.69万 | 0.02% | 1,300 | 373 | 40.2% | $16.27万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $56.71万 | 0.02% | 2,592 | -313 | -10.8% | -$6.85万 | 减仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $56.72万 | 0.02% | 4,336 | 1,653 | 61.6% | $21.62万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $56.77万 | 0.02% | 4,199 | 213 | 5.3% | $2.88万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $57.01万 | 0.02% | 818 | 2 | 0.2% | $1,394 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $57.03万 | 0.02% | 11,395 | 3,770 | 49.4% | $18.87万 | 加仓 |
| — | FRANKLIN FTSE AUSTRALIA ETF | $57.09万 | 0.02% | 17,347 | 7,406 | 74.5% | $24.38万 | 加仓 |
| MOS | MOSAIC CO COM | $57.25万 | 0.02% | 22,450 | 12,227 | 119.6% | $31.18万 | 加仓 |