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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $57.38万 | 0.02% | 2,894 | -950 | -24.7% | -$18.83万 | 减仓 |
| HLN | HALEON PLC SPON ADS | $57.58万 | 0.02% | 57,526 | 22,508 | 64.3% | $22.53万 | 加仓 |
| SLB | SLB LIMITED COM STK | $57.79万 | 0.02% | 11,245 | 2,947 | 35.5% | $15.14万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $57.82万 | 0.02% | 7,497 | 3,678 | 96.3% | $28.37万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $57.86万 | 0.02% | 1,523 | 44 | 3.0% | $1.67万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $57.89万 | 0.02% | 1,992 | 560 | 39.1% | $16.27万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $58.00万 | 0.02% | 4,286 | 620 | 16.9% | $8.39万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $58.09万 | 0.02% | 11,309 | 1,276 | 12.7% | $6.55万 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $58.15万 | 0.02% | 11,663 | -1,059 | -8.3% | -$5.28万 | 减仓 |
| BIIB | BIOGEN INC COM | $58.27万 | 0.02% | 3,178 | 780 | 32.5% | $14.30万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $58.90万 | 0.02% | 6,574 | 2,005 | 43.9% | $17.96万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $58.93万 | 0.02% | 2,012 | 11 | 0.5% | $3,222 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $58.96万 | 0.02% | 13,036 | 2,459 | 23.2% | $11.12万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $59.55万 | 0.02% | 12,171 | 1,552 | 14.6% | $7.59万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $59.58万 | 0.02% | 28,781 | 11,980 | 71.3% | $24.80万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $59.73万 | 0.02% | 3,203 | 251 | 8.5% | $4.68万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $59.74万 | 0.02% | 38,172 | 6,276 | 19.7% | $9.82万 | 加仓 |
| COR | CENCORA INC COM | $59.91万 | 0.02% | 1,907 | 274 | 16.8% | $8.61万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $60.03万 | 0.02% | 4,557 | 202 | 4.6% | $2.66万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $60.25万 | 0.02% | 8,315 | -296 | -3.4% | -$2.14万 | 减仓 |
| STE | STERIS PLC SHS USD | $60.48万 | 0.02% | 2,735 | -894 | -24.6% | -$19.77万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $60.58万 | 0.02% | 12,629 | 3,094 | 32.4% | $14.84万 | 加仓 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $60.61万 | 0.02% | 12,407 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $60.67万 | 0.02% | 6,590 | 768 | 13.2% | $7.07万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $60.81万 | 0.02% | 12,360 | 348 | 2.9% | $1.71万 | 加仓 |
| ALL | ALLSTATE CORP COM | $60.90万 | 0.02% | 2,937 | 335 | 12.9% | $6.95万 | 加仓 |
| SYY | SYSCO CORP COM | $60.93万 | 0.02% | 8,543 | 2,829 | 49.5% | $20.18万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $61.06万 | 0.02% | 4,660 | 875 | 23.1% | $11.47万 | 加仓 |
| FLTW | FRANKLIN FTSE TAIWAN ETF | $61.50万 | 0.02% | 9,030 | 3,544 | 64.6% | $24.14万 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $62.28万 | 0.02% | 8,441 | -56 | -0.7% | -$4,132 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $62.41万 | 0.02% | 6,302 | -230 | -3.5% | -$2.28万 | 减仓 |
| ILMN | ILLUMINA INC COM | $62.62万 | 0.02% | 5,080 | -897 | -15.0% | -$11.06万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $62.70万 | 0.02% | 7,019 | -740 | -9.5% | -$6.61万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $62.93万 | 0.02% | 3,220 | 367 | 12.9% | $7.17万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $63.06万 | 0.02% | 26,485 | 8,342 | 46.0% | $19.86万 | 加仓 |
| VST | VISTRA CORP COM | $63.59万 | 0.02% | 4,230 | -180 | -4.1% | -$2.71万 | 减仓 |
| MSCI | MSCI INC COM | $63.79万 | 0.02% | 1,183 | 249 | 26.7% | $13.43万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $63.88万 | 0.02% | 10,417 | 3,757 | 56.4% | $23.04万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $64.09万 | 0.02% | 6,337 | -9,391 | -59.7% | -$94.98万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $64.52万 | 0.02% | 2,799 | 770 | 37.9% | $17.75万 | 加仓 |
| MMM | 3M CO COM | $64.52万 | 0.02% | 4,443 | -230 | -4.9% | -$3.34万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $64.60万 | 0.02% | 5,330 | -518 | -8.9% | -$6.28万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $64.85万 | 0.02% | 32,834 | 1,972 | 6.4% | $3.89万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $64.87万 | 0.02% | 1,094 | -194 | -15.1% | -$11.50万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $64.88万 | 0.02% | 2,024 | -28 | -1.4% | -$8,975 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $65.36万 | 0.02% | 14,327 | -88 | -0.6% | -$4,015 | 减仓 |
| FN | FABRINET SHS | $65.45万 | 0.02% | 1,255 | 291 | 30.2% | $15.18万 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $65.62万 | 0.02% | 16,079 | 3,106 | 23.9% | $12.68万 | 加仓 |
| COKE | COCA COLA CONS INC COM | $65.64万 | 0.02% | 3,423 | 468 | 15.8% | $8.97万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $65.90万 | 0.02% | 4,192 | 58 | 1.4% | $9,118 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $66.27万 | 0.02% | 9,118 | 3,316 | 57.2% | $24.10万 | 加仓 |
| MLI | MUELLER INDS INC COM | $66.37万 | 0.02% | 5,990 | 629 | 11.7% | $6.97万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $66.48万 | 0.02% | 5,074 | 434 | 9.4% | $5.69万 | 加仓 |
| — | PROSHARES ULTRA BITCOIN ETF | $66.51万 | 0.02% | 57,139 | 7,452 | 15.0% | $8.67万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $67.08万 | 0.02% | 1,222 | 415 | 51.4% | $22.78万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $67.18万 | 0.02% | 14,284 | 823 | 6.1% | $3.87万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $67.20万 | 0.02% | 11,206 | 1,599 | 16.6% | $9.59万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $67.25万 | 0.02% | 1,507 | 416 | 38.1% | $18.56万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $67.52万 | 0.02% | 2,220 | -438 | -16.5% | -$13.32万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $67.82万 | 0.02% | 11,766 | 390 | 3.4% | $2.25万 | 加仓 |
| CSX | CSX CORP COM | $67.97万 | 0.02% | 16,559 | 3,097 | 23.0% | $12.71万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $68.38万 | 0.02% | 10,195 | -866 | -7.8% | -$5.81万 | 减仓 |
| CPAY | CORPAY INC COM SHS | $68.39万 | 0.02% | 2,351 | 989 | 72.6% | $28.77万 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $68.47万 | 0.02% | 60,702 | 21,327 | 54.2% | $24.06万 | 加仓 |
| — | MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | $68.77万 | 0.02% | 3,415 | -3,694 | -52.0% | -$74.39万 | 减仓 |
| HAS | HASBRO INC COM | $68.82万 | 0.02% | 7,352 | -22 | -0.3% | -$2,059 | 减仓 |
| BP | BP PLC SPONSORED ADR | $69.85万 | 0.02% | 14,861 | 684 | 4.8% | $3.21万 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $70.06万 | 0.02% | 4,312 | 65 | 1.5% | $1.06万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $70.99万 | 0.02% | 8,831 | -3,503 | -28.4% | -$28.16万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $71.21万 | 0.02% | 2,012 | 208 | 11.5% | $7.36万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $71.50万 | 0.02% | 11,380 | 5,956 | 109.8% | $37.42万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $71.65万 | 0.02% | 11,736 | 3,146 | 36.6% | $19.21万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $71.84万 | 0.02% | 33,134 | 10,369 | 45.5% | $22.48万 | 加仓 |
| AME | AMETEK INC COM | $71.98万 | 0.02% | 3,357 | 675 | 25.2% | $14.47万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $72.21万 | 0.02% | 12,762 | 45 | 0.4% | $2,546 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $72.31万 | 0.02% | 6,097 | -556 | -8.4% | -$6.59万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $72.55万 | 0.02% | 3,678 | -299 | -7.5% | -$5.90万 | 减仓 |
| GRMN | GARMIN LTD SHS | $72.70万 | 0.02% | 3,133 | 628 | 25.1% | $14.57万 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $72.72万 | 0.02% | 5,399 | 883 | 19.6% | $11.89万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $72.79万 | 0.02% | 22,740 | -2,167 | -8.7% | -$6.94万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $72.98万 | 0.02% | 2,751 | 614 | 28.7% | $16.29万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $73.47万 | 0.02% | 28,129 | 2,668 | 10.5% | $6.97万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $73.66万 | 0.02% | 3,524 | 1,152 | 48.6% | $24.08万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $73.73万 | 0.02% | 1,736 | 162 | 10.3% | $6.88万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $73.83万 | 0.02% | 25,717 | 8,560 | 49.9% | $24.58万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $74.19万 | 0.02% | 6,273 | 1,063 | 20.4% | $12.57万 | 加仓 |
| BURL | BURLINGTON STORES INC COM | $74.58万 | 0.02% | 2,292 | 1,371 | 148.9% | $44.61万 | 加仓 |
| ROST | ROSS STORES INC COM | $75.05万 | 0.02% | 3,464 | 755 | 27.9% | $16.36万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $76.37万 | 0.02% | 13,447 | 3,429 | 34.2% | $19.47万 | 加仓 |
| UBS | UBS GROUP AG SHS | $76.60万 | 0.02% | 19,605 | 6,105 | 45.2% | $23.85万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $77.00万 | 0.02% | 35,831 | -3,610 | -9.2% | -$7.76万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $77.39万 | 0.02% | 5,712 | 1,801 | 46.0% | $24.40万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $77.51万 | 0.02% | 6,534 | 917 | 16.3% | $10.88万 | 加仓 |
| EQIX | EQUINIX INC COM | $78.15万 | 0.02% | 797 | 277 | 53.3% | $27.16万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $78.26万 | 0.02% | 17,023 | 1,195 | 7.5% | $5.49万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $78.31万 | 0.02% | 9,037 | -777 | -7.9% | -$6.73万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $78.75万 | 0.02% | 2,861 | 449 | 18.6% | $12.36万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $79.32万 | 0.02% | 8,530 | 1,323 | 18.4% | $12.30万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $79.49万 | 0.02% | 4,382 | 781 | 21.7% | $14.17万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $80.23万 | 0.02% | 734 | -15 | -2.0% | -$1.64万 | 减仓 |