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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $172.81万 | 0.05% | 29,702 | 2,783 | 10.3% | $16.19万 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $174.15万 | 0.05% | 35,643 | 12,777 | 55.9% | $62.43万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $175.99万 | 0.05% | 51,145 | 51,145 | — | $175.99万 | 新建仓 |
| GNRC | GENERAC HLDGS INC COM | $176.13万 | 0.05% | 9,017 | 8,326 | 1,204.9% | $162.63万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $176.30万 | 0.05% | 7,036 | 2,055 | 41.3% | $51.49万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $176.69万 | 0.05% | 34,912 | 26,327 | 306.7% | $133.24万 | 加仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $176.88万 | 0.05% | 60,993 | 24,443 | 66.9% | $70.88万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $177.47万 | 0.05% | 18,832 | 6,657 | 54.7% | $62.74万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $177.80万 | 0.05% | 6,909 | 3,293 | 91.1% | $84.75万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $178.36万 | 0.05% | 78,364 | 4,102 | 5.5% | $9.34万 | 加仓 |
| APH | AMPHENOL CORP CL A | $178.71万 | 0.05% | 14,144 | 3,476 | 32.6% | $43.92万 | 加仓 |
| MCD | MCDONALDS CORP COM | $179.59万 | 0.05% | 5,777 | 1,265 | 28.0% | $39.33万 | 加仓 |
| C | CITIGROUP INC COM NEW | $180.17万 | 0.05% | 15,887 | 2,760 | 21.0% | $31.30万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $180.90万 | 0.06% | 80,435 | 5,208 | 6.9% | $11.71万 | 加仓 |
| LKQ | LKQ CORP COM | $181.00万 | 0.06% | 61,629 | 2,800 | 4.8% | $8.22万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $183.13万 | 0.06% | 18,209 | 17,938 | 6,619.2% | $180.40万 | 加仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $183.40万 | 0.06% | 56,922 | -6,975 | -10.9% | -$22.47万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $184.32万 | 0.06% | 40,493 | 991 | 2.5% | $4.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $187.36万 | 0.06% | 11,331 | 1,876 | 19.8% | $31.02万 | 加仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $187.83万 | 0.06% | 34,697 | -4,234 | -10.9% | -$22.92万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $188.19万 | 0.06% | 9,603 | 3,647 | 61.2% | $71.47万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT 看跌期权 | $195.10万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $195.63万 | 0.06% | 17,831 | 13,961 | 360.7% | $153.17万 | 加仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $197.21万 | 0.06% | 54,720 | -6,796 | -11.0% | -$24.49万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $200.59万 | 0.06% | 9,388 | -709 | -7.0% | -$15.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $200.83万 | 0.06% | 6,639 | 715 | 12.1% | $21.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $202.15万 | 0.06% | 19,689 | 5,269 | 36.5% | $54.10万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $204.02万 | 0.06% | 66,892 | -6,360 | -8.7% | -$19.40万 | 减仓 |
| PEP | PEPSICO INC COM | $205.83万 | 0.06% | 13,254 | 437 | 3.4% | $6.79万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $206.32万 | 0.06% | 9,418 | 3,470 | 58.3% | $76.02万 | 加仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $207.56万 | 0.06% | 151,282 | 133,137 | 733.7% | $182.66万 | 加仓 |
| NFLT | VIRTUS NEWFLEET MULTI-SECTOR BOND ETF | $209.04万 | 0.06% | 91,888 | 22,624 | 32.7% | $51.47万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $209.11万 | 0.06% | 24,276 | 3,216 | 15.3% | $27.70万 | 加仓 |
| CRM | SALESFORCE INC COM | $209.99万 | 0.06% | 11,249 | 2,056 | 22.4% | $38.38万 | 加仓 |
| — | FRANKLIN FTSE EUROPE ETF | $211.43万 | 0.06% | 58,148 | 24,309 | 71.8% | $88.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $213.86万 | 0.07% | 10,009 | 1,252 | 14.3% | $26.75万 | 加仓 |
| FDX | FEDEX CORP COM | $215.66万 | 0.07% | 6,055 | 903 | 17.5% | $32.16万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $219.37万 | 0.07% | 36,170 | 7,313 | 25.3% | $44.35万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $219.76万 | 0.07% | 43,230 | 5,231 | 13.8% | $26.59万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $221.34万 | 0.07% | 50,099 | 1,470 | 3.0% | $6.49万 | 加仓 |
| ESUM | EVENTIDE US MARKET ETF | $223.65万 | 0.07% | 85,428 | 37,127 | 76.9% | $97.20万 | 加仓 |
| HAL | HALLIBURTON CO COM | $225.32万 | 0.07% | 57,789 | 10,593 | 22.4% | $41.30万 | 加仓 |
| PSX | PHILLIPS 66 COM | $226.75万 | 0.07% | 12,446 | 3,007 | 31.9% | $54.78万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $228.55万 | 0.07% | 46,883 | 3,371 | 7.7% | $16.43万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $229.04万 | 0.07% | 48,576 | -39,032 | -44.6% | -$184.04万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $231.07万 | 0.07% | 65,201 | 8,683 | 15.4% | $30.77万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $231.08万 | 0.07% | 18,092 | -10,626 | -37.0% | -$135.72万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $231.21万 | 0.07% | 8,548 | 1,443 | 20.3% | $39.03万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $231.93万 | 0.07% | 7,116 | -157 | -2.2% | -$5.12万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $232.06万 | 0.07% | 8,309 | 2,219 | 36.4% | $61.97万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $232.53万 | 0.07% | 12,116 | 1,299 | 12.0% | $24.93万 | 加仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $233.20万 | 0.07% | 44,461 | -14,920 | -25.1% | -$78.26万 | 减仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $234.57万 | 0.07% | 50,510 | -9,459 | -15.8% | -$43.93万 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $235.89万 | 0.07% | 46,046 | 824 | 1.8% | $4.22万 | 加仓 |
| — | APPLE INC PUT OPT 12/27 210.0 PUT 看跌期权 | $238.56万 | 0.07% | 9,400 | 4,700 | 100.0% | $119.28万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $238.74万 | 0.07% | 1,731 | 187 | 12.1% | $25.79万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $244.44万 | 0.07% | 25,141 | -118 | -0.5% | -$1.15万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $246.05万 | 0.07% | 12,828 | 1,904 | 17.4% | $36.52万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $246.59万 | 0.08% | 37,935 | 9,925 | 35.4% | $64.51万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $248.82万 | 0.08% | 23,364 | 6,232 | 36.4% | $66.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $249.22万 | 0.08% | 12,252 | 1,290 | 11.8% | $26.24万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $250.39万 | 0.08% | 31,451 | 4,674 | 17.5% | $37.21万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $251.21万 | 0.08% | 31,936 | 3,390 | 11.9% | $26.67万 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $256.71万 | 0.08% | 55,517 | 17,044 | 44.3% | $78.81万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $258.07万 | 0.08% | 34,911 | 569 | 1.7% | $4.21万 | 加仓 |
| KLAC | KLA CORP COM NEW | $263.89万 | 0.08% | 1,793 | 207 | 13.1% | $30.47万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $265.40万 | 0.08% | 95,057 | -5,418 | -5.4% | -$15.13万 | 减仓 |
| LIN | LINDE PLC SHS | $266.28万 | 0.08% | 5,372 | 1,107 | 26.0% | $54.87万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $267.52万 | 0.08% | 20,267 | -323 | -1.6% | -$4.26万 | 减仓 |
| — | FIDELITY ENHANCED EMERGING MARKETS ETF | $269.39万 | 0.08% | 78,884 | 27,230 | 52.7% | $92.99万 | 加仓 |
| MAS | MASCO CORP COM | $270.16万 | 0.08% | 44,751 | 582 | 1.3% | $3.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $271.78万 | 0.08% | 18,816 | 8,386 | 80.4% | $121.13万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $274.81万 | 0.08% | 6,445 | 1,655 | 34.6% | $70.57万 | 加仓 |
| RTX | RTX CORPORATION COM | $280.58万 | 0.09% | 14,546 | 1,429 | 10.9% | $27.56万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $285.24万 | 0.09% | 9,948 | 61 | 0.6% | $1.75万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $286.90万 | 0.09% | 11,612 | 3,840 | 49.4% | $94.88万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $288.96万 | 0.09% | 28,706 | 12,316 | 75.1% | $123.97万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $294.63万 | 0.09% | 51,170 | 8,817 | 20.8% | $50.77万 | 加仓 |
| GEV | GE VERNOVA INC COM | $297.35万 | 0.09% | 3,406 | 258 | 8.2% | $22.52万 | 加仓 |
| TJX | TJX COS INC NEW COM | $299.23万 | 0.09% | 18,738 | 5,052 | 36.9% | $80.68万 | 加仓 |
| ABBV | ABBVIE INC COM | $300.72万 | 0.09% | 13,827 | 1,817 | 15.1% | $39.52万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $301.46万 | 0.09% | 4,988 | 1,685 | 51.0% | $101.84万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $307.08万 | 0.09% | 68,439 | -13,866 | -16.8% | -$62.22万 | 减仓 |
| KO | COCA COLA CO COM | $309.13万 | 0.09% | 40,647 | 14,552 | 55.8% | $110.67万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $317.86万 | 0.10% | 82,732 | 20,207 | 32.3% | $77.64万 | 加仓 |
| CSCO | CISCO SYS INC COM | $318.29万 | 0.10% | 41,023 | 12,700 | 44.8% | $98.54万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $323.48万 | 0.10% | 11,399 | 1,983 | 21.1% | $56.27万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $325.68万 | 0.10% | 94,264 | 4,714 | 5.3% | $16.29万 | 加仓 |
| CAT | CATERPILLAR INC COM | $325.78万 | 0.10% | 4,598 | 91 | 2.0% | $6.45万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $326.61万 | 0.10% | 9,160 | -1,342 | -12.8% | -$47.85万 | 减仓 |
| MCK | MCKESSON CORP COM | $328.35万 | 0.10% | 3,796 | 1,515 | 66.4% | $131.05万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $334.19万 | 0.10% | 137,018 | 15,375 | 12.6% | $37.50万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $342.96万 | 0.10% | 50,786 | 1,258 | 2.5% | $8.50万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $345.11万 | 0.11% | 14,135 | 5,022 | 55.1% | $122.62万 | 加仓 |
| — | SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL 看涨期权 | $351.18万 | 0.11% | 5,400 | 2,700 | 100.0% | $175.59万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $351.94万 | 0.11% | 49,479 | -4,275 | -8.0% | -$30.41万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $356.53万 | 0.11% | 69,977 | -39,738 | -36.2% | -$202.46万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $357.97万 | 0.11% | 26,935 | 2,507 | 10.3% | $33.32万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $358.28万 | 0.11% | 57,372 | 552 | 1.0% | $3.45万 | 加仓 |
| ORCL | ORACLE CORP COM | $358.58万 | 0.11% | 24,375 | 7,916 | 48.1% | $116.45万 | 加仓 |