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 |
|---|---|---|---|---|---|---|---|---|
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $80.72万 | 0.02% | 47,567 | 12,888 | 37.2% | $21.87万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $81.09万 | 0.02% | 3,476 | 632 | 22.2% | $14.74万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $81.37万 | 0.02% | 9,548 | 2,401 | 33.6% | $20.46万 | 加仓 |
| AGQ | PROSHARES ULTRA SILVER | $81.46万 | 0.02% | 6,816 | 900 | 15.2% | $10.76万 | 加仓 |
| CME | CME GROUP INC COM | $81.68万 | 0.02% | 2,765 | 787 | 39.8% | $23.25万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $81.87万 | 0.02% | 10,889 | 4,227 | 63.4% | $31.78万 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $82.59万 | 0.03% | 1,720 | -296 | -14.7% | -$14.21万 | 减仓 |
| FTNT | FORTINET INC COM | $82.78万 | 0.03% | 10,129 | 2,549 | 33.6% | $20.83万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $82.87万 | 0.03% | 6,323 | 303 | 5.0% | $3.97万 | 加仓 |
| CI | THE CIGNA GROUP COM | $83.04万 | 0.03% | 3,112 | 1,608 | 106.9% | $42.91万 | 加仓 |
| NKE | NIKE INC CL B | $83.06万 | 0.03% | 15,725 | 12,349 | 365.8% | $65.23万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $83.67万 | 0.03% | 2,869 | 857 | 42.6% | $24.99万 | 加仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $84.08万 | 0.03% | 12,625 | 5,739 | 83.3% | $38.22万 | 加仓 |
| USB | US BANCORP COM NEW | $84.47万 | 0.03% | 16,241 | 1,276 | 8.5% | $6.64万 | 加仓 |
| NDAQ | NASDAQ INC COM | $84.65万 | 0.03% | 9,970 | 558 | 5.9% | $4.74万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $84.72万 | 0.03% | 13,502 | 5,802 | 75.4% | $36.41万 | 加仓 |
| AON | AON PLC SHS CL A | $85.15万 | 0.03% | 2,638 | 1,054 | 66.5% | $34.02万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $85.34万 | 0.03% | 2,859 | 1,085 | 61.2% | $32.39万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $85.35万 | 0.03% | 7,663 | 3,623 | 89.7% | $40.35万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $85.77万 | 0.03% | 10,243 | 2,687 | 35.6% | $22.50万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $86.37万 | 0.03% | 4,186 | -719 | -14.7% | -$14.84万 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $87.29万 | 0.03% | 1,670 | 637 | 61.7% | $33.30万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $87.45万 | 0.03% | 9,883 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $88.26万 | 0.03% | 18,997 | 15,187 | 398.6% | $70.56万 | 加仓 |
| EWP | ISHARES MSCI SPAIN ETF | $88.45万 | 0.03% | 16,285 | 3,320 | 25.6% | $18.03万 | 加仓 |
| ENB | ENBRIDGE INC COM | $88.64万 | 0.03% | 16,372 | 2,536 | 18.3% | $13.73万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $88.65万 | 0.03% | 26,904 | -2,849 | -9.6% | -$9.39万 | 减仓 |
| INTU | INTUIT COM | $88.69万 | 0.03% | 2,050 | 619 | 43.3% | $26.78万 | 加仓 |
| LOW | LOWES COS INC COM | $88.98万 | 0.03% | 3,766 | 222 | 6.3% | $5.25万 | 加仓 |
| — | EVENTIDE INTERNATIONAL ETF | $89.18万 | 0.03% | 35,354 | 15,331 | 76.6% | $38.67万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $89.49万 | 0.03% | 13,968 | 2,489 | 21.7% | $15.95万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $89.77万 | 0.03% | 26,773 | 7,130 | 36.3% | $23.91万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $89.79万 | 0.03% | 2,069 | 513 | 33.0% | $22.26万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $90.53万 | 0.03% | 13,718 | 3,283 | 31.5% | $21.67万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $90.55万 | 0.03% | 19,373 | -2,576 | -11.7% | -$12.04万 | 减仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $90.68万 | 0.03% | 9,093 | 2,967 | 48.4% | $29.59万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $90.81万 | 0.03% | 4,677 | 850 | 22.2% | $16.50万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $91.57万 | 0.03% | 4,444 | 1,139 | 34.5% | $23.47万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $91.66万 | 0.03% | 10,074 | 1,104 | 12.3% | $10.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $92.49万 | 0.03% | 4,552 | 1,847 | 68.3% | $37.53万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $92.57万 | 0.03% | 1,909 | 414 | 27.7% | $20.08万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $92.97万 | 0.03% | 7,837 | 2,173 | 38.4% | $25.78万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $93.61万 | 0.03% | 13,013 | 1,821 | 16.3% | $13.10万 | 加仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $94.23万 | 0.03% | 13,435 | -1,082 | -7.5% | -$7.59万 | 减仓 |
| — | PROSHARES ULTRA GOLD | $94.42万 | 0.03% | 15,363 | -10,654 | -41.0% | -$65.48万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $94.44万 | 0.03% | 4,495 | 1,887 | 72.4% | $39.65万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $94.45万 | 0.03% | 6,777 | 864 | 14.6% | $12.04万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $94.62万 | 0.03% | 25,425 | 11,392 | 81.2% | $42.40万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $94.70万 | 0.03% | 6,021 | 1,007 | 20.1% | $15.84万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $94.80万 | 0.03% | 34,915 | -2,986 | -7.9% | -$8.11万 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $95.27万 | 0.03% | 36,814 | 36,814 | — | $95.27万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $95.59万 | 0.03% | 4,024 | -387 | -8.8% | -$9.19万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $95.77万 | 0.03% | 8,524 | 804 | 10.4% | $9.03万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $95.90万 | 0.03% | 2,080 | 195 | 10.3% | $8.99万 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $96.00万 | 0.03% | 26,830 | -3,630 | -11.9% | -$12.99万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $96.05万 | 0.03% | 8,695 | -3,032 | -25.9% | -$33.49万 | 减仓 |
| CNC | CENTENE CORP DEL COM | $96.62万 | 0.03% | 29,511 | -5,716 | -16.2% | -$18.71万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $97.15万 | 0.03% | 5,646 | 1,667 | 41.9% | $28.68万 | 加仓 |
| PLD | PROLOGIS INC. COM | $97.50万 | 0.03% | 7,377 | 1,270 | 20.8% | $16.79万 | 加仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $97.57万 | 0.03% | 29,300 | -1,000 | -3.3% | -$3.33万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $97.61万 | 0.03% | 39,184 | -1,594 | -3.9% | -$3.97万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $97.96万 | 0.03% | 2,981 | 1,035 | 53.2% | $34.01万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $98.14万 | 0.03% | 12,354 | 469 | 3.9% | $3.73万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $98.31万 | 0.03% | 42,337 | 3,078 | 7.8% | $7.15万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $99.35万 | 0.03% | 6,504 | 2,681 | 70.1% | $40.95万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $99.48万 | 0.03% | 7,596 | 1,544 | 25.5% | $20.22万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $99.70万 | 0.03% | 2,889 | 956 | 49.5% | $32.99万 | 加仓 |
| PFE | PFIZER INC COM | $99.95万 | 0.03% | 35,595 | 14,179 | 66.2% | $39.81万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $100.13万 | 0.03% | 27,179 | 761 | 2.9% | $2.80万 | 加仓 |
| TPR | TAPESTRY INC COM | $100.44万 | 0.03% | 7,118 | 344 | 5.1% | $4.85万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $101.01万 | 0.03% | 8,507 | 2,163 | 34.1% | $25.68万 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $101.22万 | 0.03% | 27,976 | 9,005 | 47.5% | $32.58万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $101.97万 | 0.03% | 9,095 | 8,176 | 889.7% | $91.66万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $102.08万 | 0.03% | 52,892 | 3,710 | 7.5% | $7.16万 | 加仓 |
| XLE | Energy Select Sector SPDR ETF | $102.32万 | 0.03% | 16,703 | -8,424 | -33.5% | -$51.61万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $102.54万 | 0.03% | 41,432 | -6,166 | -13.0% | -$15.26万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $102.58万 | 0.03% | 2,308 | 477 | 26.1% | $21.20万 | 加仓 |
| DIS | DISNEY WALT CO COM | $102.67万 | 0.03% | 10,652 | 2,796 | 35.6% | $26.95万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $102.71万 | 0.03% | 12,450 | 3,094 | 33.1% | $25.52万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $102.74万 | 0.03% | 31,030 | 24,570 | 380.3% | $81.35万 | 加仓 |
| IIIV | I3 VERTICALS INC COM CL A | $106.49万 | 0.03% | 47,626 | 13,095 | 37.9% | $29.28万 | 加仓 |
| SYM | SYMBOTIC INC CLASS A COM | $107.29万 | 0.03% | 20,168 | -599 | -2.9% | -$3.19万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $107.64万 | 0.03% | 8,967 | -15 | -0.2% | -$1,801 | 减仓 |
| TRGP | TARGA RES CORP COM | $107.95万 | 0.03% | 4,305 | 451 | 11.7% | $11.31万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $108.89万 | 0.03% | 8,623 | 309 | 3.7% | $3.90万 | 加仓 |
| — | 2X BITCOIN STRATEGY ETF | $109.08万 | 0.03% | 74,003 | 21,114 | 39.9% | $31.12万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $109.34万 | 0.03% | 16,447 | 2,130 | 14.9% | $14.16万 | 加仓 |
| SNDK | SANDISK CORP COM | $109.53万 | 0.03% | 1,724 | -1,052 | -37.9% | -$66.84万 | 减仓 |
| YEAR | AB ULTRA SHORT INCOME ETF | $110.26万 | 0.03% | 21,845 | 7,974 | 57.5% | $40.25万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $110.46万 | 0.03% | 22,315 | 10,679 | 91.8% | $52.86万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $110.64万 | 0.03% | 23,269 | 3,071 | 15.2% | $14.60万 | 加仓 |
| — | HONEYWELL INTL INC COM | $110.78万 | 0.03% | 4,901 | 1,580 | 47.6% | $35.71万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $111.06万 | 0.03% | 11,343 | -115,804 | -91.1% | -$1,133.83万 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $111.29万 | 0.03% | 48,098 | 2,768 | 6.1% | $6.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $112.44万 | 0.03% | 1,255 | 75 | 6.4% | $6.72万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $112.48万 | 0.03% | 44,025 | 4,924 | 12.6% | $12.58万 | 加仓 |
| RY | ROYAL BK CDA COM | $113.25万 | 0.03% | 7,001 | 1,524 | 27.8% | $24.65万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $113.95万 | 0.03% | 45,398 | -2,400 | -5.0% | -$6.02万 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $115.17万 | 0.04% | 25,812 | -379 | -1.4% | -$1.69万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $115.27万 | 0.04% | 21,931 | 5,548 | 33.9% | $29.16万 | 加仓 |