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 |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB US TIPS ETF | $118.39万 | 0.04% | 44,493 | -2,104 | -4.5% | -$5.60万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $118.62万 | 0.04% | 40,791 | -4,222 | -9.4% | -$12.28万 | 减仓 |
| T | AT&T INC COM | $119.25万 | 0.04% | 41,135 | 9,303 | 29.2% | $26.97万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $119.29万 | 0.04% | 25,825 | 351 | 1.4% | $1.62万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $120.68万 | 0.04% | 16,582 | -463 | -2.7% | -$3.37万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $120.73万 | 0.04% | 3,081 | 879 | 39.9% | $34.44万 | 加仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $121.48万 | 0.04% | 30,293 | 551 | 1.9% | $2.21万 | 加仓 |
| CMI | CUMMINS INC COM | $122.22万 | 0.04% | 2,271 | 408 | 21.9% | $21.96万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $122.28万 | 0.04% | 6,449 | 1,432 | 28.5% | $27.15万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $122.39万 | 0.04% | 2,877 | 1,335 | 86.6% | $56.79万 | 加仓 |
| INCY | INCYTE CORP COM | $123.01万 | 0.04% | 13,070 | -191 | -1.4% | -$1.80万 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $123.49万 | 0.04% | 22,519 | 22,519 | — | $123.49万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $125.13万 | 0.04% | 6,080 | 715 | 13.3% | $14.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $125.82万 | 0.04% | 1,844 | 236 | 14.7% | $16.10万 | 加仓 |
| — | NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF | $125.94万 | 0.04% | 49,677 | 49,677 | — | $125.94万 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $126.11万 | 0.04% | 4,391 | 404 | 10.1% | $11.60万 | 加仓 |
| BA | BOEING CO COM | $126.16万 | 0.04% | 6,340 | 1,179 | 22.8% | $23.46万 | 加仓 |
| NOW | SERVICENOW INC COM | $126.25万 | 0.04% | 12,076 | 1,467 | 13.8% | $15.34万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $127.20万 | 0.04% | 3,999 | -477 | -10.7% | -$15.17万 | 减仓 |
| BLK | BLACKROCK INC COM | $127.46万 | 0.04% | 1,326 | 463 | 53.7% | $44.51万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $127.68万 | 0.04% | 10,271 | -1,761 | -14.6% | -$21.89万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $127.69万 | 0.04% | 5,149 | 993 | 23.9% | $24.63万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $128.21万 | 0.04% | 52,828 | -4,876 | -8.5% | -$11.83万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $128.81万 | 0.04% | 7,774 | 6,861 | 751.5% | $113.68万 | 加仓 |
| ETN | EATON CORP PLC SHS | $128.87万 | 0.04% | 3,603 | 484 | 15.5% | $17.31万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $129.05万 | 0.04% | 7,075 | -118 | -1.6% | -$2.15万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $129.21万 | 0.04% | 2,095 | 345 | 19.7% | $21.28万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $129.35万 | 0.04% | 307 | 54 | 21.3% | $22.75万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $131.14万 | 0.04% | 14,206 | 197 | 1.4% | $1.82万 | 加仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $131.28万 | 0.04% | 30,491 | 15,297 | 100.7% | $65.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $131.40万 | 0.04% | 14,147 | 1,517 | 12.0% | $14.09万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $131.94万 | 0.04% | 2,684 | 935 | 53.5% | $45.96万 | 加仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $132.18万 | 0.04% | 26,259 | 26,259 | — | $132.18万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $133.15万 | 0.04% | 22,653 | 2,956 | 15.0% | $17.38万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $133.56万 | 0.04% | 6,303 | 883 | 16.3% | $18.71万 | 加仓 |
| ARKK | ARK INNOVATION ETF | $133.91万 | 0.04% | 19,812 | 1,598 | 8.8% | $10.80万 | 加仓 |
| WELL | WELLTOWER INC COM | $135.31万 | 0.04% | 6,844 | 785 | 13.0% | $15.52万 | 加仓 |
| QCOM | QUALCOMM INC COM | $137.00万 | 0.04% | 10,639 | 330 | 3.2% | $4.25万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $137.31万 | 0.04% | 9,366 | -26 | -0.3% | -$3,812 | 减仓 |
| ADBE | ADOBE INC COM | $137.45万 | 0.04% | 5,655 | 1,273 | 29.1% | $30.94万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $138.01万 | 0.04% | 4,339 | 1,056 | 32.2% | $33.59万 | 加仓 |
| TER | TERADYNE INC COM | $138.15万 | 0.04% | 4,660 | 904 | 24.1% | $26.80万 | 加仓 |
| EME | EMCOR GROUP INC COM | $138.43万 | 0.04% | 1,875 | 674 | 56.1% | $49.76万 | 加仓 |
| GLW | CORNING INC COM | $139.00万 | 0.04% | 10,223 | 1,351 | 15.2% | $18.37万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $139.02万 | 0.04% | 29,133 | 3,859 | 15.3% | $18.42万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $139.22万 | 0.04% | 19,116 | 8,836 | 86.0% | $64.35万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $139.28万 | 0.04% | 39,211 | 13,216 | 50.8% | $46.94万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $140.21万 | 0.04% | 6,102 | 829 | 15.7% | $19.05万 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $140.45万 | 0.04% | 53,443 | -18,655 | -25.9% | -$49.03万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $140.57万 | 0.04% | 27,934 | 3,084 | 12.4% | $15.52万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $142.08万 | 0.04% | 35,546 | 2,254 | 6.8% | $9.01万 | 加仓 |
| — | SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT 看跌期权 | $143.07万 | 0.04% | 2,200 | 2,200 | — | $143.07万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $143.46万 | 0.04% | 5,081 | 1,844 | 57.0% | $52.07万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $143.73万 | 0.04% | 3,448 | 645 | 23.0% | $26.89万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $144.95万 | 0.04% | 49,760 | -6,342 | -11.3% | -$18.47万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $145.20万 | 0.04% | 1,880 | 517 | 37.9% | $39.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $146.51万 | 0.04% | 29,186 | 2,502 | 9.4% | $12.56万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $146.95万 | 0.04% | 10,391 | 2,388 | 29.8% | $33.77万 | 加仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $147.43万 | 0.04% | 14,826 | -2,912 | -16.4% | -$28.96万 | 减仓 |
| XLF | Financial Select Sector SPDR ETF | $147.69万 | 0.05% | 29,915 | -1,990 | -6.2% | -$9.82万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $147.93万 | 0.05% | 37,507 | -5,236 | -12.2% | -$20.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $148.27万 | 0.05% | 4,320 | -125 | -2.8% | -$4.29万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $148.72万 | 0.05% | 17,156 | 436 | 2.6% | $3.78万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $148.77万 | 0.05% | 29,882 | 355 | 1.2% | $1.77万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $149.30万 | 0.05% | 11,403 | 2,426 | 27.0% | $31.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $150.18万 | 0.05% | 5,550 | 120 | 2.2% | $3.25万 | 加仓 |
| NEM | NEWMONT CORP COM | $150.77万 | 0.05% | 13,928 | 1,631 | 13.3% | $17.66万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $150.79万 | 0.05% | 10,344 | 4,866 | 88.8% | $70.94万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $151.30万 | 0.05% | 35,551 | -1 | -0.0% | -$43 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $151.38万 | 0.05% | 7,169 | 600 | 9.1% | $12.67万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $152.79万 | 0.05% | 8,809 | 2,545 | 40.6% | $44.14万 | 加仓 |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | $153.89万 | 0.05% | 56,495 | 56,495 | — | $153.89万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $154.45万 | 0.05% | 21,506 | 5,495 | 34.3% | $39.46万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $155.74万 | 0.05% | 18,820 | 3,231 | 20.7% | $26.74万 | 加仓 |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | $156.14万 | 0.05% | 43,960 | -1,894 | -4.1% | -$6.73万 | 减仓 |
| INTC | INTEL CORP COM | $156.37万 | 0.05% | 35,434 | -8,589 | -19.5% | -$37.90万 | 减仓 |
| PCG | PG&E CORP COM | $156.89万 | 0.05% | 89,298 | 13,478 | 17.8% | $23.68万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $157.17万 | 0.05% | 46,541 | -9,894 | -17.5% | -$33.41万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $157.35万 | 0.05% | 72,646 | 25,145 | 52.9% | $54.46万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $158.46万 | 0.05% | 12,907 | 191 | 1.5% | $2.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $158.64万 | 0.05% | 6,545 | 1,495 | 29.6% | $36.24万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $158.79万 | 0.05% | 3,895 | -986 | -20.2% | -$40.20万 | 减仓 |
| EIX | EDISON INTL COM | $159.25万 | 0.05% | 21,761 | 2,259 | 11.6% | $16.53万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $159.59万 | 0.05% | 62,244 | -3,891 | -5.9% | -$9.98万 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $159.99万 | 0.05% | 23,143 | 2,457 | 11.9% | $16.99万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $160.12万 | 0.05% | 10,972 | 12 | 0.1% | $1,751 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $160.31万 | 0.05% | 10,629 | -3,635 | -25.5% | -$54.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $161.25万 | 0.05% | 16,391 | 924 | 6.0% | $9.09万 | 加仓 |
| GM | GENERAL MTRS CO COM | $162.87万 | 0.05% | 21,862 | 4,246 | 24.1% | $31.63万 | 加仓 |
| UNP | UNION PAC CORP COM | $163.25万 | 0.05% | 6,729 | 961 | 16.7% | $23.31万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $164.25万 | 0.05% | 49,221 | 1,247 | 2.6% | $4.16万 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $165.20万 | 0.05% | 39,944 | -5,082 | -11.3% | -$21.02万 | 减仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $165.77万 | 0.05% | 8,966 | 1,939 | 27.6% | $35.85万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $167.69万 | 0.05% | 17,843 | 1,351 | 8.2% | $12.70万 | 加仓 |
| BC | BRUNSWICK CORP COM | $167.89万 | 0.05% | 23,075 | -50 | -0.2% | -$3,638 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $168.92万 | 0.05% | 7,958 | 2,651 | 50.0% | $56.27万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $170.23万 | 0.05% | 22,240 | -916 | -4.0% | -$7.01万 | 减仓 |
| UPRO | PROSHARES ULTRAPRO S&P500 | $170.38万 | 0.05% | 17,568 | 1,982 | 12.7% | $19.22万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $171.66万 | 0.05% | 8,249 | 899 | 12.2% | $18.71万 | 加仓 |
| EOG | EOG RES INC COM | $172.80万 | 0.05% | 11,953 | 4,561 | 61.7% | $65.94万 | 加仓 |