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 |
|---|---|---|---|---|---|---|---|---|
| ASIC | ATEGRITY SPECIALTY IN CO HO COM | $297 | 0.00% | 15 | 5 | 50.0% | $99 | 加仓 |
| GOGO | GOGO INC COM | $298 | 0.00% | 74 | 32 | 76.2% | $129 | 加仓 |
| SGRY | SURGERY PARTNERS INC COM | $298 | 0.00% | 25 | 15 | 150.0% | $179 | 重新持有 |
| SWIM | LATHAM GROUP INC COM | $300 | 0.00% | 56 | -79 | -58.5% | -$423 | 减仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $300 | 0.00% | 4 | 4 | — | $300 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC CL A COM | $304 | 0.00% | 73 | 15 | 25.9% | $62 | 加仓 |
| — | CHICAGO ATLANTIC REAL ESTATE F COM | $305 | 0.00% | 27 | -13 | -32.5% | -$147 | 减仓 |
| — | FRANKLIN XRP ETF | $306 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC INTL CORP COM | $308 | 0.00% | 102 | 99 | 3,300.0% | $299 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $309 | 0.00% | 45 | 22 | 95.7% | $151 | 加仓 |
| — | EVI INDS INC COM | $310 | 0.00% | 15 | 11 | 275.0% | $227 | 加仓 |
| — | INVESCO PHARMACEUTICALS ETF | $311 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD CLASS A COM | $311 | 0.00% | 24 | 24 | — | $311 | 新建仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $313 | 0.00% | 38 | 26 | 216.7% | $214 | 加仓 |
| — | ECB BANCORP INC COM | $318 | 0.00% | 19 | 2 | 11.8% | $33 | 加仓 |
| — | PLAYSTUDIOS INC CLASS A COM | $318 | 0.00% | 677 | 527 | 351.3% | $248 | 加仓 |
| COSO | COASTALSOUTH BANCSHARES INC COM NEW | $319 | 0.00% | 13 | 2 | 18.2% | $49 | 加仓 |
| — | ATYR PHARMA INC COM NEW | $324 | 0.00% | 415 | 254 | 157.8% | $198 | 加仓 |
| — | WESTWATER RES INC COM NEW | $327 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | MFS INTER HIGH INCOME FD SH BEN INT | $327 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| FLGT | FULGENT GENETICS INC COM | $334 | 0.00% | 21 | -170 | -89.0% | -$2,704 | 减仓 |
| — | ARRIVE AI INC COM NEW | $336 | 0.00% | 420 | 329 | 361.5% | $263 | 加仓 |
| — | FALCONS BEYOND GLOBAL INC COM CL A | $338 | 0.00% | 24 | 24 | — | $338 | 新建仓 |
| — | LUMENT FINANCE TRUST INC COM | $342 | 0.00% | 272 | 237 | 677.1% | $298 | 加仓 |
| JCAP | JEFFERSON CAPITAL INC COM | $345 | 0.00% | 18 | 11 | 157.1% | $211 | 加仓 |
| ATEX | ANTERIX INC COM | $345 | 0.00% | 9 | 5 | 125.0% | $192 | 加仓 |
| — | AUDIOEYE INC COM NEW | $350 | 0.00% | 55 | -29 | -34.5% | -$185 | 减仓 |
| MCHB | MECHANICS BANCORP CL A | $355 | 0.00% | 24 | -133 | -84.7% | -$1,967 | 减仓 |
| — | INSEEGO CORP COM NEW | $355 | 0.00% | 32 | 5 | 18.5% | $55 | 加仓 |
| AGYS | AGILYSYS INC COM | $355 | 0.00% | 5 | 5 | — | $355 | 新建仓 |
| NAVN | NAVAN INC CL A | $357 | 0.00% | 27 | -6 | -18.2% | -$79 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC COM NEW | $357 | 0.00% | 213 | 209 | 5,225.0% | $350 | 加仓 |
| BELFA | BEL FUSE INC CL A | $360 | 0.00% | 2 | 1 | 100.0% | $180 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC COM | $361 | 0.00% | 26 | 1 | 4.0% | $14 | 加仓 |
| — | TRUBRIDGE INC COM | $366 | 0.00% | 25 | 25 | — | $366 | 新建仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $379 | 0.00% | 63 | -92 | -59.4% | -$553 | 减仓 |
| SIBN | SI BONE INC COM | $379 | 0.00% | 30 | -6 | -16.7% | -$76 | 减仓 |
| — | SMART SAND INC COM | $379 | 0.00% | 74 | 74 | — | $379 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $381 | 0.00% | 16 | 4 | 33.3% | $95 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | $384 | 0.00% | 12 | 4 | 50.0% | $128 | 加仓 |
| — | EAGLE NUCLEAR ENERGY CORP COM | $384 | 0.00% | 50 | 50 | — | $384 | 新建仓 |
| — | AUDIOCODES LTD ORD | $386 | 0.00% | 46 | -150 | -76.5% | -$1,259 | 减仓 |
| — | PEOPLES BANCORP N C INC COM | $391 | 0.00% | 10 | 3 | 42.9% | $117 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $392 | 0.00% | 82 | 7 | 9.3% | $33 | 加仓 |
| — | GSI TECHNOLOGY INC COM | $396 | 0.00% | 77 | 77 | — | $396 | 新建仓 |
| — | FIRST CAP INC COM | $397 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $401 | 0.00% | 43 | 11 | 34.4% | $103 | 加仓 |
| — | EGAIN CORP COM NEW | $403 | 0.00% | 51 | 12 | 30.8% | $95 | 加仓 |
| GLIBK | GCI LIBERTY INC COM SER C | $409 | 0.00% | 11 | -29 | -72.5% | -$1,078 | 减仓 |
| — | WEYCO GROUP INC COM | $416 | 0.00% | 13 | 10 | 333.3% | $320 | 加仓 |
| JAKK | JAKKS PAC INC COM NEW | $418 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $427 | 0.00% | 12 | 3 | 33.3% | $107 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $434 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC COM | $434 | 0.00% | 264 | 230 | 676.5% | $378 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP COM | $438 | 0.00% | 12 | -5 | -29.4% | -$182 | 减仓 |
| — | NI HLDGS INC COM | $439 | 0.00% | 34 | -4 | -10.5% | -$52 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $445 | 0.00% | 41 | 41 | — | $445 | 新建仓 |
| ASUR | ASURE SOFTWARE INC COM | $448 | 0.00% | 52 | 33 | 173.7% | $284 | 加仓 |
| CEVA | CEVA INC COM | $448 | 0.00% | 24 | 19 | 380.0% | $355 | 加仓 |
| MEC | MAYVILLE ENGR CO INC COM | $449 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GNE | GENIE ENERGY LTD CL B | $452 | 0.00% | 32 | -125 | -79.6% | -$1,766 | 减仓 |
| — | ORGANIGRAM GLOBAL INC COM | $452 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES COM | $454 | 0.00% | 14 | 5 | 55.6% | $162 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP CL A NEW | $458 | 0.00% | 13 | 13 | — | $458 | 新建仓 |
| — | FIRST NATL CORP VA COM | $459 | 0.00% | 17 | 14 | 466.7% | $378 | 加仓 |
| — | LUCID DIAGNOSTICS INC COM | $459 | 0.00% | 399 | 399 | — | $459 | 新建仓 |
| — | AIRSHIP AI HLDGS INC COM | $461 | 0.00% | 204 | 105 | 106.1% | $237 | 加仓 |
| — | MATERIALISE NV SPONSORED ADS | $464 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC COM | $470 | 0.00% | 24 | -66 | -73.3% | -$1,292 | 减仓 |
| — | SUTRO BIOPHARMA INC COM SHS | $473 | 0.00% | 19 | -12 | -38.7% | -$299 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC SPONSORED ADS | $477 | 0.00% | 12 | 5 | 71.4% | $199 | 加仓 |
| VOXR | VOX ROYALTY CORP COM | $482 | 0.00% | 92 | 17 | 22.7% | $89 | 加仓 |
| — | ACCURAY INC DEL COM | $484 | 0.00% | 1,247 | 1,199 | 2,497.9% | $465 | 加仓 |
| KRUS | KURA SUSHI USA INC CL A COM | $488 | 0.00% | 7 | 6 | 600.0% | $418 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC COM | $491 | 0.00% | 91 | -56,891 | -99.8% | -$30.70万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC COM | $491 | 0.00% | 20 | -8 | -28.6% | -$196 | 减仓 |
| — | ALPHA TEKNOVA INC COM | $492 | 0.00% | 170 | 170 | — | $492 | 新建仓 |
| LONZ | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | $494 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | MODIV INDUSTRIAL INC COM STK CL C | $500 | 0.00% | 35 | 11 | 45.8% | $157 | 加仓 |
| — | GRANITE PT MTG TR INC COM STK | $502 | 0.00% | 346 | -40 | -10.4% | -$58 | 减仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $502 | 0.00% | 52 | 6 | 13.0% | $58 | 加仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $502 | 0.00% | 130 | 5 | 4.0% | $19 | 加仓 |
| — | U S GOLD CORP COM NEW | $502 | 0.00% | 33 | 33 | — | $502 | 新建仓 |
| TSCV | THRIVENT SMALL CAP VALUE ETF | $503 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | SB FINL GROUP INC COM | $504 | 0.00% | 24 | -1 | -4.0% | -$21 | 减仓 |
| — | BOQII HLDG LTD COM SHS CL A | $508 | 0.00% | 664 | 0 | 0.0% | — | 不变 |
| — | TRAVELZOO COM NEW | $509 | 0.00% | 86 | -184 | -68.1% | -$1,089 | 减仓 |
| ISTR | INVESTAR HOLDING CORP COM | $518 | 0.00% | 19 | 9 | 90.0% | $245 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC INC COM NEW CL A | $518 | 0.00% | 1,885 | 1,885 | — | $518 | 新建仓 |
| — | CPI CARD GROUP INC COM NEW | $522 | 0.00% | 36 | 14 | 63.6% | $203 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC COM NEW | $523 | 0.00% | 35 | 35 | — | $523 | 新建仓 |
| — | PAMT CORP COM | $524 | 0.00% | 62 | 51 | 463.6% | $431 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP COM CL A | $525 | 0.00% | 94 | -47 | -33.3% | -$262 | 减仓 |
| NOAH | NOAH HLDGS LTD SPON ADS | $525 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | GREAT LAKES DREDGE & DOCK CORP COM | $527 | 0.00% | 31 | -245 | -88.8% | -$4,165 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $532 | 0.00% | 40 | -4 | -9.1% | -$53 | 减仓 |
| COFS | CHOICEONE FINANCIA COM | $534 | 0.00% | 19 | 10 | 111.1% | $281 | 加仓 |
| — | SPOK HLDGS INC COM | $535 | 0.00% | 49 | 1 | 2.1% | $11 | 加仓 |
| — | NATIONAL BANKSHARES INC VA COM | $546 | 0.00% | 15 | 4 | 36.4% | $146 | 加仓 |
| — | CLIPPER RLTY INC COM | $547 | 0.00% | 181 | 21 | 13.1% | $63 | 加仓 |