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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $126.25万 | 0.04% | 1,795 | -300 | -14.3% | -$21.10万 | 减仓 |
| MCD | MCDONALDS CORP COM | $126.60万 | 0.04% | 4,683 | -1,094 | -18.9% | -$29.58万 | 减仓 |
| — | NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF | $126.81万 | 0.04% | 49,728 | 51 | 0.1% | $1,301 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $128.07万 | 0.04% | 7,496 | 7,496 | — | $128.07万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $128.22万 | 0.04% | 1,545 | -330 | -17.6% | -$27.39万 | 减仓 |
| CMI | CUMMINS INC COM | $128.61万 | 0.04% | 1,803 | -468 | -20.6% | -$33.38万 | 减仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $129.69万 | 0.04% | 27,356 | 4,087 | 17.6% | $19.38万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $130.32万 | 0.04% | 5,939 | -6,889 | -53.7% | -$151.17万 | 减仓 |
| — | ISHARES MSCI AUSTRIA ETF | $130.36万 | 0.04% | 30,799 | 29,728 | 2,775.7% | $125.82万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $132.80万 | 0.04% | 12,774 | -7,493 | -37.0% | -$77.90万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $133.81万 | 0.05% | 4,489 | -188 | -4.0% | -$5.60万 | 减仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $134.22万 | 0.05% | 50,868 | -2,575 | -4.8% | -$6.79万 | 减仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $134.66万 | 0.05% | 26,710 | 451 | 1.7% | $2.27万 | 加仓 |
| — | APPLE INC PUT OPT 12/27 210.0 PUT 看跌期权 | $136.00万 | 0.05% | 4,700 | -4,700 | -50.0% | -$136.00万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $136.28万 | 0.05% | 6,793 | -282 | -4.0% | -$5.66万 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $136.45万 | 0.05% | 27,537 | 5,222 | 23.4% | $25.88万 | 加仓 |
| GM | GENERAL MTRS CO COM | $136.81万 | 0.05% | 17,749 | -4,113 | -18.8% | -$31.70万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $136.82万 | 0.05% | 40,431 | -9,329 | -18.7% | -$31.57万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $136.91万 | 0.05% | 3,447 | -892 | -20.6% | -$35.43万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $137.24万 | 0.05% | 27,257 | 19,777 | 264.4% | $99.58万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $137.37万 | 0.05% | 2,796 | -652 | -18.9% | -$32.03万 | 减仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $138.11万 | 0.05% | 40,021 | 32,274 | 416.6% | $111.38万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $138.28万 | 0.05% | 5,007 | 4,796 | 2,273.0% | $132.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $139.67万 | 0.05% | 15,136 | -2,707 | -15.2% | -$24.98万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $140.20万 | 0.05% | 8,358 | 3,863 | 85.9% | $64.80万 | 加仓 |
| WELL | WELLTOWER INC COM | $140.34万 | 0.05% | 6,183 | -661 | -9.7% | -$15.00万 | 减仓 |
| XLF | Financial Select Sector SPDR ETF | $141.27万 | 0.05% | 26,352 | -3,563 | -11.9% | -$19.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $142.56万 | 0.05% | 15,711 | -3,978 | -20.2% | -$36.10万 | 减仓 |
| UPRO | PROSHARES ULTRAPRO S&P500 | $143.22万 | 0.05% | 10,101 | -7,467 | -42.5% | -$105.87万 | 减仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $143.40万 | 0.05% | 42,021 | -14,901 | -26.2% | -$50.85万 | 减仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $143.86万 | 0.05% | 28,899 | -983 | -3.3% | -$4.89万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $144.25万 | 0.05% | 14,309 | -3,900 | -21.4% | -$39.32万 | 减仓 |
| UNP | UNION PAC CORP COM | $145.08万 | 0.05% | 5,334 | -1,395 | -20.7% | -$37.94万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $145.57万 | 0.05% | 4,887 | -1,415 | -22.5% | -$42.15万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $145.88万 | 0.05% | 35,212 | -339 | -1.0% | -$1.40万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $146.61万 | 0.05% | 13,637 | -2,754 | -16.8% | -$29.61万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $146.90万 | 0.05% | 31,831 | 6,006 | 23.3% | $27.72万 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $148.16万 | 0.05% | 35,043 | -4,901 | -12.3% | -$20.72万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $149.33万 | 0.05% | 50,742 | -11,502 | -18.5% | -$33.85万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $149.49万 | 0.05% | 9,133 | -1,258 | -12.1% | -$20.59万 | 减仓 |
| EIX | EDISON INTL COM | $149.55万 | 0.05% | 20,087 | -1,674 | -7.7% | -$12.46万 | 减仓 |
| PSX | PHILLIPS 66 COM | $149.64万 | 0.05% | 8,851 | -3,595 | -28.9% | -$60.78万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $150.02万 | 0.05% | 14,501 | -7,005 | -32.6% | -$72.47万 | 减仓 |
| CNC | CENTENE CORP DEL COM | $150.32万 | 0.05% | 23,418 | -6,093 | -20.6% | -$39.11万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $151.38万 | 0.05% | 30,780 | 487 | 1.6% | $2.40万 | 加仓 |
| BA | BOEING CO COM | $151.69万 | 0.05% | 7,008 | 668 | 10.5% | $14.46万 | 加仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $152.72万 | 0.05% | 46,463 | -14,530 | -23.8% | -$47.76万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $157.15万 | 0.05% | 53,451 | 9,426 | 21.4% | $27.71万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $157.44万 | 0.05% | 23,149 | -6,553 | -22.1% | -$44.57万 | 减仓 |
| FDX | FEDEX CORP COM | $157.88万 | 0.05% | 5,042 | -1,013 | -16.7% | -$31.72万 | 减仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $159.43万 | 0.05% | 32,626 | -3,017 | -8.5% | -$14.74万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $160.14万 | 0.05% | 9,427 | -3,480 | -27.0% | -$59.12万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $161.10万 | 0.05% | 10,586 | -386 | -3.5% | -$5.87万 | 减仓 |
| MCK | MCKESSON CORP COM | $161.16万 | 0.05% | 2,133 | -1,663 | -43.8% | -$125.65万 | 减仓 |
| GLW | CORNING INC COM | $161.38万 | 0.05% | 6,318 | -3,905 | -38.2% | -$99.75万 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $161.84万 | 0.05% | 26,844 | 4,325 | 19.2% | $26.08万 | 加仓 |
| QCOM | QUALCOMM INC COM | $162.56万 | 0.05% | 8,797 | -1,842 | -17.3% | -$34.04万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $163.58万 | 0.06% | 18,614 | -3,626 | -16.3% | -$31.87万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $164.78万 | 0.06% | 28,598 | -7,572 | -20.9% | -$43.63万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $167.22万 | 0.06% | 9,466 | 1,692 | 21.8% | $29.89万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $167.84万 | 0.06% | 5,799 | -504 | -8.0% | -$14.59万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $171.43万 | 0.06% | 6,963 | -1,286 | -15.6% | -$31.66万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $172.40万 | 0.06% | 88,591 | 8,156 | 10.1% | $15.87万 | 加仓 |
| BC | BRUNSWICK CORP COM | $172.45万 | 0.06% | 20,470 | -2,605 | -11.3% | -$21.95万 | 减仓 |
| HAL | HALLIBURTON CO COM | $174.50万 | 0.06% | 51,400 | -6,389 | -11.1% | -$21.69万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $175.44万 | 0.06% | 48,212 | 17,182 | 55.4% | $62.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $177.55万 | 0.06% | 12,108 | -6,708 | -35.7% | -$98.37万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $180.20万 | 0.06% | 35,633 | 721 | 2.1% | $3.65万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $180.32万 | 0.06% | 11,163 | 2,068 | 22.7% | $33.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $181.63万 | 0.06% | 5,425 | -1,611 | -22.9% | -$53.94万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $182.76万 | 0.06% | 50,031 | 3,490 | 7.5% | $12.75万 | 加仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $184.27万 | 0.06% | 36,857 | 1,311 | 3.7% | $6.55万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $184.33万 | 0.06% | 48,560 | -2,585 | -5.1% | -$9.81万 | 减仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $184.46万 | 0.06% | 72,025 | 71,010 | 6,996.1% | $181.86万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $184.98万 | 0.06% | 6,578 | 33 | 0.5% | $9,280 | 加仓 |
| LKQ | LKQ CORP COM | $185.40万 | 0.06% | 70,413 | 8,784 | 14.3% | $23.13万 | 加仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $187.27万 | 0.06% | 34,255 | -442 | -1.3% | -$2.42万 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $187.87万 | 0.06% | 118,305 | 112,120 | 1,812.8% | $178.05万 | 加仓 |
| APH | AMPHENOL CORP CL A | $188.61万 | 0.06% | 10,697 | -3,447 | -24.4% | -$60.78万 | 减仓 |
| ARKK | ARK INNOVATION ETF | $189.30万 | 0.06% | 23,422 | 3,610 | 18.2% | $29.18万 | 加仓 |
| TER | TERADYNE INC COM | $190.54万 | 0.06% | 3,938 | -722 | -15.5% | -$34.93万 | 减仓 |
| C | CITIGROUP INC COM NEW | $192.69万 | 0.06% | 13,767 | -2,120 | -13.3% | -$29.67万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $192.73万 | 0.06% | 7,539 | -6,596 | -46.7% | -$168.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $193.29万 | 0.07% | 3,795 | -1,193 | -23.9% | -$60.76万 | 减仓 |
| CB | CHUBB LIMITED COM | $194.08万 | 0.07% | 5,695 | -1,421 | -20.0% | -$48.43万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $196.78万 | 0.07% | 5,817 | -822 | -12.4% | -$27.81万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $197.71万 | 0.07% | 49,268 | 11,761 | 31.4% | $47.20万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $199.04万 | 0.07% | 57,179 | -9,713 | -14.5% | -$33.81万 | 减仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $199.82万 | 0.07% | 53,556 | -1,164 | -2.1% | -$4.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $200.88万 | 0.07% | 11,103 | -228 | -2.0% | -$4.13万 | 减仓 |
| — | SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL 看涨期权 | $201.63万 | 0.07% | 2,700 | -2,700 | -50.0% | -$201.63万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $203.64万 | 0.07% | 7,819 | -3,793 | -32.7% | -$98.79万 | 减仓 |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | $203.78万 | 0.07% | 57,057 | 13,097 | 29.8% | $46.78万 | 加仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $204.19万 | 0.07% | 42,692 | 12,201 | 40.0% | $58.36万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $204.95万 | 0.07% | 9,632 | -2,484 | -20.5% | -$52.85万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $205.52万 | 0.07% | 3,666 | 1,930 | 111.2% | $108.20万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $209.07万 | 0.07% | 2,166 | -915 | -29.7% | -$88.32万 | 减仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $209.48万 | 0.07% | 76,257 | 41,342 | 118.4% | $113.57万 | 加仓 |
| TJX | TJX COS INC NEW COM | $213.81万 | 0.07% | 14,113 | -4,625 | -24.7% | -$70.07万 | 减仓 |
| KO | COCA COLA CO COM | $214.73万 | 0.07% | 26,422 | -14,225 | -35.0% | -$115.61万 | 减仓 |