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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO COM | $58.87万 | 0.02% | 4,112 | -962 | -19.0% | -$13.77万 | 减仓 |
| MMM | 3M CO COM | $59.45万 | 0.02% | 3,672 | -771 | -17.4% | -$12.48万 | 减仓 |
| UYLD | ANGEL OAK ULTRASHORT INCOME ETF | $59.65万 | 0.02% | 11,694 | 1,361 | 13.2% | $6.94万 | 加仓 |
| TGT | TARGET CORP COM | $59.68万 | 0.02% | 4,570 | 150 | 3.4% | $1.96万 | 加仓 |
| CI | THE CIGNA GROUP COM | $59.81万 | 0.02% | 2,169 | -943 | -30.3% | -$26.00万 | 减仓 |
| MCO | MOODYS CORP COM | $60.00万 | 0.02% | 1,325 | 25 | 1.9% | $1.13万 | 加仓 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $60.13万 | 0.02% | 4,529 | -3 | -0.1% | -$398 | 减仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $60.15万 | 0.02% | 5,937 | -400 | -6.3% | -$4.05万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $60.40万 | 0.02% | 2,545 | -931 | -26.8% | -$22.10万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $60.42万 | 0.02% | 17,903 | -21,308 | -54.3% | -$71.91万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $60.94万 | 0.02% | 2,241 | 1,636 | 270.4% | $44.49万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $61.08万 | 0.02% | 3,711 | 76 | 2.1% | $1.25万 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $61.09万 | 0.02% | 10,486 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $61.14万 | 0.02% | 10,571 | -1,195 | -10.2% | -$6.91万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $61.54万 | 0.02% | 2,361 | -100 | -4.1% | -$2.61万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $61.67万 | 0.02% | 1,485 | -584 | -28.2% | -$24.25万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $61.77万 | 0.02% | 1,962 | -1,019 | -34.2% | -$32.08万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $61.81万 | 0.02% | 2,299 | -500 | -17.9% | -$13.44万 | 减仓 |
| — | UNITED STATES GASOLINE FUND LP | $62.07万 | 0.02% | 6,028 | 949 | 18.7% | $9.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $62.16万 | 0.02% | 1,563 | -517 | -24.9% | -$20.56万 | 减仓 |
| VST | VISTRA CORP COM | $62.20万 | 0.02% | 3,922 | -308 | -7.3% | -$4.88万 | 减仓 |
| GRMN | GARMIN LTD SHS | $62.42万 | 0.02% | 2,628 | -505 | -16.1% | -$12.00万 | 减仓 |
| PFE | PFIZER INC COM | $62.61万 | 0.02% | 26,002 | -9,593 | -27.0% | -$23.10万 | 减仓 |
| BIIB | BIOGEN INC COM | $62.79万 | 0.02% | 2,906 | -272 | -8.6% | -$5.88万 | 减仓 |
| UBS | UBS GROUP AG SHS | $63.19万 | 0.02% | 12,751 | -6,854 | -35.0% | -$33.97万 | 减仓 |
| ROST | ROSS STORES INC COM | $63.27万 | 0.02% | 2,973 | -491 | -14.2% | -$10.45万 | 减仓 |
| VRSN | VERISIGN INC COM | $63.33万 | 0.02% | 2,517 | 340 | 15.6% | $8.55万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $63.69万 | 0.02% | 4,064 | -2,440 | -37.5% | -$38.24万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $63.82万 | 0.02% | 9,190 | 958 | 11.6% | $6.65万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $64.28万 | 0.02% | 5,584 | -2,923 | -34.4% | -$33.65万 | 减仓 |
| T | AT&T INC COM | $64.46万 | 0.02% | 31,141 | -9,994 | -24.3% | -$20.69万 | 减仓 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $64.73万 | 0.02% | 12,073 | -334 | -2.7% | -$1.79万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $64.88万 | 0.02% | 2,676 | 84 | 3.2% | $2.04万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $64.95万 | 0.02% | 14,279 | -48 | -0.3% | -$2,183 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $65.12万 | 0.02% | 4,437 | -962 | -17.8% | -$14.12万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $65.21万 | 0.02% | 6,784 | -1,531 | -18.4% | -$14.72万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $65.26万 | 0.02% | 3,012 | -208 | -6.5% | -$4.51万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $65.27万 | 0.02% | 8,419 | -111 | -1.3% | -$8,606 | 减仓 |
| SNPS | SYNOPSYS INC COM | $65.48万 | 0.02% | 1,468 | 656 | 80.8% | $29.26万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $65.52万 | 0.02% | 12,502 | -9,429 | -43.0% | -$49.42万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $65.80万 | 0.02% | 13,208 | -3,815 | -22.4% | -$19.01万 | 减仓 |
| SYY | SYSCO CORP COM | $66.16万 | 0.02% | 7,917 | -626 | -7.3% | -$5.23万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $66.34万 | 0.02% | 1,871 | -124 | -6.2% | -$4.40万 | 减仓 |
| AME | AMETEK INC COM | $66.39万 | 0.02% | 2,744 | -613 | -18.3% | -$14.83万 | 减仓 |
| ENB | ENBRIDGE INC COM | $66.50万 | 0.02% | 12,267 | -4,105 | -25.1% | -$22.25万 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $67.02万 | 0.02% | 28,304 | -7,527 | -21.0% | -$17.82万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $67.11万 | 0.02% | 11,905 | -7,092 | -37.3% | -$39.98万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $67.11万 | 0.02% | 7,776 | -1,055 | -11.9% | -$9.11万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $67.33万 | 0.02% | 19,348 | -6,077 | -23.9% | -$21.15万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $67.34万 | 0.02% | 33,857 | -13,710 | -28.8% | -$27.27万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $67.38万 | 0.02% | 1,357 | -150 | -10.0% | -$7.45万 | 减仓 |
| — | PROSHARES ULTRA GOLD | $67.40万 | 0.02% | 15,363 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $67.60万 | 0.02% | 4,971 | -1,619 | -24.6% | -$22.02万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $67.60万 | 0.02% | 14,049 | -5,324 | -27.5% | -$25.62万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $67.83万 | 0.02% | 37,832 | 33,445 | 762.4% | $59.97万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $67.87万 | 0.02% | 20,239 | -74,818 | -78.7% | -$250.90万 | 减仓 |
| MLI | MUELLER INDS INC COM | $68.00万 | 0.02% | 5,532 | -458 | -7.6% | -$5.63万 | 减仓 |
| PAYX | PAYCHEX INC COM | $68.63万 | 0.02% | 6,980 | 1,051 | 17.7% | $10.33万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $68.64万 | 0.02% | 3,603 | -2,846 | -44.1% | -$54.21万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $68.77万 | 0.02% | 5,526 | -2,137 | -27.9% | -$26.59万 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $69.00万 | 0.02% | 8,335 | -106 | -1.3% | -$8,776 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $69.17万 | 0.02% | 12,536 | 4,343 | 53.0% | $23.96万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $69.18万 | 0.02% | 18,097 | -7,715 | -29.9% | -$29.49万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $69.48万 | 0.02% | 5,499 | -1,278 | -18.9% | -$16.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $69.75万 | 0.02% | 1,370 | -474 | -25.7% | -$24.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $70.06万 | 0.02% | 21,912 | -4,861 | -18.2% | -$15.54万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $70.50万 | 0.02% | 30,480 | -11,857 | -28.0% | -$27.42万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $70.98万 | 0.02% | 6,044 | -53 | -0.9% | -$6,225 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $71.03万 | 0.02% | 10,137 | -1,069 | -9.5% | -$7.49万 | 减仓 |
| EQIX | EQUINIX INC COM | $71.21万 | 0.02% | 683 | -114 | -14.3% | -$11.89万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $71.61万 | 0.02% | 4,378 | 1,254 | 40.1% | $20.51万 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $71.93万 | 0.02% | 16,858 | -9,972 | -37.2% | -$42.55万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $72.85万 | 0.02% | 5,408 | -304 | -5.3% | -$4.09万 | 减仓 |
| LOW | LOWES COS INC COM | $73.04万 | 0.02% | 3,312 | -454 | -12.1% | -$10.01万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $73.16万 | 0.02% | 14,673 | 3,010 | 25.8% | $15.01万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $73.27万 | 0.02% | 6,158 | -5,185 | -45.7% | -$61.69万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $73.41万 | 0.02% | 24,308 | -3,821 | -13.6% | -$11.54万 | 减仓 |
| TPR | TAPESTRY INC COM | $74.08万 | 0.02% | 5,061 | -2,057 | -28.9% | -$30.11万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $74.17万 | 0.02% | 13,228 | 599 | 4.7% | $3.36万 | 加仓 |
| — | BANK MONTREAL MEDIUM MICROSECTORS FA | $74.31万 | 0.03% | 19,998 | 19,998 | — | $74.31万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $74.50万 | 0.03% | 18,029 | -9,905 | -35.5% | -$40.93万 | 减仓 |
| TRGP | TARGA RES CORP COM | $74.81万 | 0.03% | 2,790 | -1,515 | -35.2% | -$40.62万 | 减仓 |
| MEDP | MEDPACE HLDGS INC COM | $74.83万 | 0.03% | 1,413 | -307 | -17.8% | -$16.26万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $74.91万 | 0.03% | 6,267 | -277 | -4.2% | -$3.31万 | 减仓 |
| — | EVENTIDE INTERNATIONAL ETF | $75.00万 | 0.03% | 25,185 | -10,169 | -28.8% | -$30.28万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $75.25万 | 0.03% | 2,280 | -589 | -20.5% | -$19.44万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $75.39万 | 0.03% | 8,724 | -8,432 | -49.1% | -$72.87万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $75.55万 | 0.03% | 16,743 | -16,391 | -49.5% | -$73.96万 | 减仓 |
| NDAQ | NASDAQ INC COM | $75.55万 | 0.03% | 9,584 | -386 | -3.9% | -$3.04万 | 减仓 |
| ILMN | ILLUMINA INC COM | $75.66万 | 0.03% | 4,303 | -777 | -15.3% | -$13.66万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $76.08万 | 0.03% | 8,001 | -4,449 | -35.7% | -$42.31万 | 减仓 |
| ADBE | ADOBE INC COM | $76.12万 | 0.03% | 3,713 | -1,942 | -34.3% | -$39.81万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $76.19万 | 0.03% | 2,400 | -461 | -16.1% | -$14.64万 | 减仓 |
| — | 2X BITCOIN ETF | $76.37万 | 0.03% | 74,004 | 1 | 0.0% | $10 | 加仓 |
| EVR | EVERCORE INC CLASS A | $77.27万 | 0.03% | 2,263 | -596 | -20.8% | -$20.35万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $77.68万 | 0.03% | 21,422 | -5,482 | -20.4% | -$19.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $78.52万 | 0.03% | 8,564 | -984 | -10.3% | -$9.02万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $78.57万 | 0.03% | 1,713 | -595 | -25.8% | -$27.29万 | 减仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $78.71万 | 0.03% | 12,542 | 1,162 | 10.2% | $7.29万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $78.93万 | 0.03% | 6,327 | -2,368 | -27.2% | -$29.54万 | 减仓 |