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 |
|---|---|---|---|---|---|---|---|---|
| IAU | iShares Gold Trust ETF | $4,948.73万 | 1.67% | 655,374 | -11,071 | -1.7% | -$83.60万 | 减仓 |
| — | PRAXIS IMPACT LARGE CAP VALUE ETF | $5,015.86万 | 1.69% | 1,440,018 | -922,610 | -39.1% | -$3,213.63万 | 减仓 |
| AAPL | APPLE INC COM | $5,545.58万 | 1.87% | 191,650 | -63,139 | -24.8% | -$1,826.99万 | 减仓 |
| — | PRAXIS IMPACT LARGE CAP GROWTH ETF | $5,891.11万 | 1.98% | 1,509,765 | -889,883 | -37.1% | -$3,472.33万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $7,196.96万 | 2.42% | 1,010,101 | -950,578 | -48.5% | -$6,772.86万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $8,199.55万 | 2.76% | 376,246 | -262,021 | -41.1% | -$5,710.24万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $1.10亿 | 3.72% | 1,282,340 | -911,674 | -41.6% | -$7,853.16万 | 减仓 |