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 |
|---|---|---|---|---|---|---|---|---|
| RBRK | RUBRIK INC. CL A | $44.14万 | 0.01% | 5,498 | 4,022 | 272.5% | $32.29万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $44.18万 | 0.01% | 1,664 | -311 | -15.7% | -$8.26万 | 减仓 |
| USO | UNITED STATES OIL FUND LP | $44.27万 | 0.01% | 4,159 | 4,072 | 4,680.5% | $43.34万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $44.27万 | 0.01% | 3,817 | 125 | 3.4% | $1.45万 | 加仓 |
| AYI | ACUITY INC COM | $44.37万 | 0.01% | 1,178 | 182 | 18.3% | $6.86万 | 加仓 |
| VTR | VENTAS INC COM | $44.55万 | 0.02% | 5,017 | -1,303 | -20.6% | -$11.57万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $44.66万 | 0.02% | 21,157 | -2,134 | -9.2% | -$4.50万 | 减仓 |
| — | EVENTIDE LARGE CAP GROWTH ETF | $44.86万 | 0.02% | 15,615 | -5,805 | -27.1% | -$16.68万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $45.01万 | 0.02% | 3,082 | -143 | -4.4% | -$2.09万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $45.01万 | 0.02% | 1,536 | -456 | -22.9% | -$13.36万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $45.11万 | 0.02% | 9,911 | 2,687 | 37.2% | $12.23万 | 加仓 |
| EXEL | EXELIXIS INC COM | $45.27万 | 0.02% | 8,321 | -2,694 | -24.5% | -$14.66万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $45.28万 | 0.02% | 8,280 | -1,093 | -11.7% | -$5.98万 | 减仓 |
| SRE | SEMPRA COM | $45.41万 | 0.02% | 4,898 | -67 | -1.3% | -$6,211 | 减仓 |
| — | DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF | $45.49万 | 0.02% | 140,394 | 140,394 | — | $45.49万 | 新建仓 |
| — | EVENTIDE SMALL CAP ETF | $45.52万 | 0.02% | 14,318 | -5,575 | -28.0% | -$17.73万 | 减仓 |
| AGQ | PROSHARES ULTRA SILVER | $45.68万 | 0.02% | 6,716 | -100 | -1.5% | -$6,801 | 减仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $45.78万 | 0.02% | 22,343 | 22,343 | — | $45.78万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $45.92万 | 0.02% | 3,305 | 1,662 | 101.2% | $23.09万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $46.08万 | 0.02% | 2,797 | -838 | -23.1% | -$13.81万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $46.30万 | 0.02% | 4,186 | 113 | 2.8% | $1.25万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $46.34万 | 0.02% | 540 | 125 | 30.1% | $10.73万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $46.36万 | 0.02% | 19,504 | 1,249 | 6.8% | $2.97万 | 加仓 |
| — | PROSHARES ULTRA BITCOIN ETF | $46.40万 | 0.02% | 57,140 | 1 | 0.0% | $8 | 加仓 |
| FLTW | FRANKLIN FTSE TAIWAN ETF | $46.59万 | 0.02% | 4,415 | -4,615 | -51.1% | -$48.70万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $46.60万 | 0.02% | 3,509 | -1,152 | -24.7% | -$15.30万 | 减仓 |
| OKE | ONEOK INC NEW COM | $46.69万 | 0.02% | 5,370 | 133 | 2.5% | $1.16万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $46.80万 | 0.02% | 4,859 | -2,160 | -30.8% | -$20.81万 | 减仓 |
| UGI | UGI CORP NEW COM | $47.03万 | 0.02% | 13,615 | 1,181 | 9.5% | $4.08万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $47.49万 | 0.02% | 9,141 | -2,168 | -19.2% | -$11.26万 | 减仓 |
| ARMK | ARAMARK COM | $48.10万 | 0.02% | 8,453 | -1,245 | -12.8% | -$7.08万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $48.11万 | 0.02% | 4,760 | -997 | -17.3% | -$10.08万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $48.57万 | 0.02% | 8,751 | -2,985 | -25.4% | -$16.57万 | 减仓 |
| — | FIDELITY SYSTEMATIC MUNICIPAL BOND INDEX ETF | $48.75万 | 0.02% | 9,671 | 9,671 | — | $48.75万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $48.76万 | 0.02% | 4,341 | -319 | -6.8% | -$3.58万 | 减仓 |
| URI | UNITED RENTALS INC COM | $48.82万 | 0.02% | 431 | -76 | -15.0% | -$8.61万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $49.07万 | 0.02% | 2,588 | -1,090 | -29.6% | -$20.67万 | 减仓 |
| MTZ | MASTEC INC COM | $49.09万 | 0.02% | 1,180 | -188 | -13.7% | -$7.82万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $49.36万 | 0.02% | 1,896 | -925 | -32.8% | -$24.08万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $49.41万 | 0.02% | 1,976 | 461 | 30.4% | $11.53万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $49.49万 | 0.02% | 27,914 | -10,258 | -26.9% | -$18.19万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $49.67万 | 0.02% | 19,665 | 2,504 | 14.6% | $6.33万 | 加仓 |
| FN | FABRINET SHS | $50.14万 | 0.02% | 892 | -363 | -28.9% | -$20.40万 | 减仓 |
| ATI | ATI INC COM | $50.40万 | 0.02% | 2,557 | -1,199 | -31.9% | -$23.63万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $50.57万 | 0.02% | 379 | -26 | -6.4% | -$3.47万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $50.97万 | 0.02% | 13,867 | -196 | -1.4% | -$7,205 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $50.99万 | 0.02% | 5,616 | 20 | 0.4% | $1,816 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $51.10万 | 0.02% | 20,446 | 20,446 | — | $51.10万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $51.21万 | 0.02% | 10,725 | 275 | 2.6% | $1.31万 | 加仓 |
| CSX | CSX CORP COM | $51.31万 | 0.02% | 10,795 | -5,764 | -34.8% | -$27.40万 | 减仓 |
| DTE | DTE ENERGY CO COM | $51.33万 | 0.02% | 3,369 | 1,467 | 77.1% | $22.35万 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $51.42万 | 0.02% | 6,681 | -15 | -0.2% | -$1,155 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $51.46万 | 0.02% | 7,353 | -2,890 | -28.2% | -$20.23万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $51.50万 | 0.02% | 20,977 | -4,740 | -18.4% | -$11.64万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $51.58万 | 0.02% | 7,032 | -1,439 | -17.0% | -$10.55万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $51.61万 | 0.02% | 12,900 | 3,932 | 43.8% | $15.73万 | 加仓 |
| BWA | BORGWARNER INC COM | $51.68万 | 0.02% | 7,783 | -2,346 | -23.2% | -$15.58万 | 减仓 |
| HAS | HASBRO INC COM | $51.72万 | 0.02% | 6,262 | -1,090 | -14.8% | -$9.00万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $51.94万 | 0.02% | 1,508 | -516 | -25.5% | -$17.77万 | 减仓 |
| INTU | INTUIT COM | $52.38万 | 0.02% | 2,007 | -43 | -2.1% | -$1.12万 | 减仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $52.58万 | 0.02% | 5,009 | -4,084 | -44.9% | -$42.87万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $52.62万 | 0.02% | 6,767 | -3,307 | -32.8% | -$25.72万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $52.85万 | 0.02% | 3,136 | -1,421 | -31.2% | -$23.95万 | 减仓 |
| ALL | ALLSTATE CORP COM | $53.00万 | 0.02% | 2,227 | -710 | -24.2% | -$16.90万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $53.20万 | 0.02% | 4,659 | -1,875 | -28.7% | -$21.41万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $53.25万 | 0.02% | 2,081 | -372 | -15.2% | -$9.52万 | 减仓 |
| CPAY | CORPAY INC COM SHS | $53.31万 | 0.02% | 1,600 | -751 | -31.9% | -$25.02万 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $53.32万 | 0.02% | 5,094 | 471 | 10.2% | $4.93万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $53.44万 | 0.02% | 12,377 | -659 | -5.1% | -$2.85万 | 减仓 |
| NTRA | NATERA INC COM | $53.50万 | 0.02% | 1,971 | -269 | -12.0% | -$7.30万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $53.71万 | 0.02% | 5,255 | -1,319 | -20.1% | -$13.48万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $54.04万 | 0.02% | 2,443 | -47,153 | -95.1% | -$1,042.95万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $54.11万 | 0.02% | 2,683 | -841 | -23.9% | -$16.96万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $54.19万 | 0.02% | 3,146 | 610 | 24.1% | $10.51万 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $55.50万 | 0.02% | 40,219 | -20,483 | -33.7% | -$28.27万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM COM | $55.57万 | 0.02% | 3,145 | -1,141 | -26.6% | -$20.16万 | 减仓 |
| SPXU | PROSHARES ULTRAPRO SHORT S&P500 | $55.60万 | 0.02% | 14,999 | 14,999 | — | $55.60万 | 新建仓 |
| STE | STERIS PLC SHS USD | $55.80万 | 0.02% | 2,650 | -85 | -3.1% | -$1.79万 | 减仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $55.92万 | 0.02% | 22,675 | -74 | -0.3% | -$1,825 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $55.92万 | 0.02% | 738 | -94 | -11.3% | -$7.12万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $56.02万 | 0.02% | 2,505 | -698 | -21.8% | -$15.61万 | 减仓 |
| MHK | MOHAWK INDS INC COM | $56.19万 | 0.02% | 4,631 | 502 | 12.2% | $6.09万 | 加仓 |
| COKE | COCA COLA CONS INC COM | $56.65万 | 0.02% | 2,967 | -456 | -13.3% | -$8.71万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $56.69万 | 0.02% | 7,246 | -1,791 | -19.8% | -$14.01万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $56.82万 | 0.02% | 10,769 | -1,402 | -11.5% | -$7.40万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $56.82万 | 0.02% | 16,556 | 16,540 | 103,375.0% | $56.77万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $56.84万 | 0.02% | 912 | -968 | -51.5% | -$60.33万 | 减仓 |
| BURL | BURLINGTON STORES INC COM | $56.93万 | 0.02% | 1,797 | -495 | -21.6% | -$15.68万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $57.15万 | 0.02% | 17,830 | -2,457 | -12.1% | -$7.87万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $57.21万 | 0.02% | 1,969 | -920 | -31.8% | -$26.73万 | 减仓 |
| SNX | TD SYNNEX CORPORATION COM | $57.35万 | 0.02% | 2,145 | 689 | 47.3% | $18.42万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $57.41万 | 0.02% | 7,380 | 2,940 | 66.2% | $22.87万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $57.43万 | 0.02% | 931 | 172 | 22.7% | $10.61万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $57.74万 | 0.02% | 3,313 | -2,333 | -41.3% | -$40.66万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $58.09万 | 0.02% | 4,719 | -1,302 | -21.6% | -$16.03万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $58.17万 | 0.02% | 1,503 | -509 | -25.3% | -$19.70万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $58.23万 | 0.02% | 1,762 | -458 | -20.6% | -$15.14万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $58.53万 | 0.02% | 3,475 | -969 | -21.8% | -$16.32万 | 减仓 |
| MSCI | MSCI INC COM | $58.59万 | 0.02% | 1,046 | -137 | -11.6% | -$7.67万 | 减仓 |
| SCO | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $58.84万 | 0.02% | 16,803 | 16,803 | — | $58.84万 | 新建仓 |