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 |
|---|---|---|---|---|---|---|---|---|
| CTMX | CYTOMX THERAPEUTICS INC. COM | $289 | 0.00% | 77 | 77 | — | $289 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $292 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $293 | 0.00% | 14 | -497 | -97.3% | -$1.04万 | 减仓 |
| — | PAMT CORP COM | $294 | 0.00% | 21 | -41 | -66.1% | -$574 | 减仓 |
| SH | PROSHARES SHORT S&P500 | $297 | 0.00% | 9 | -5,392 | -99.8% | -$17.79万 | 减仓 |
| — | CLIPPER RLTY INC COM | $297 | 0.00% | 109 | -72 | -39.8% | -$196 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $300 | 0.00% | 7 | -275 | -97.5% | -$1.18万 | 减仓 |
| — | AIRSHIP AI HLDGS INC COM | $301 | 0.00% | 126 | -78 | -38.2% | -$186 | 减仓 |
| — | MCCORMICK & CO INC COM VTG | $303 | 0.00% | 6 | 6 | — | $303 | 新建仓 |
| — | RCM TECHNOLOGIES INC COM NEW | $310 | 0.00% | 11 | 10 | 1,000.0% | $282 | 加仓 |
| — | INSEEGO CORP COM NEW | $310 | 0.00% | 30 | 30 | — | $310 | 新建仓 |
| CRMD | CORMEDIX INC COM | $314 | 0.00% | 40 | 12 | 42.9% | $94 | 加仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | $317 | 0.00% | 72 | 72 | — | $317 | 新建仓 |
| — | TALKSPACE INC COM | $323 | 0.00% | 62 | -68 | -52.3% | -$354 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC COM | $323 | 0.00% | 8 | 3 | 60.0% | $121 | 加仓 |
| SWIM | LATHAM GROUP INC COM | $324 | 0.00% | 50 | -6 | -10.7% | -$39 | 减仓 |
| — | PATRIOT NATL BANCORP INC COM NEW | $324 | 0.00% | 338 | 326 | 2,716.7% | $312 | 加仓 |
| — | DMC GLOBAL INC COM | $325 | 0.00% | 56 | 38 | 211.1% | $221 | 加仓 |
| STRT | STRATTEC SEC CORP COM | $325 | 0.00% | 4 | 3 | 300.0% | $244 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC COM | $326 | 0.00% | 9 | -29 | -76.3% | -$1,050 | 减仓 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $331 | 0.00% | 1 | -1 | -50.0% | -$331 | 减仓 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $331 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | LUMENT FINANCE TRUST INC COM | $332 | 0.00% | 361 | 89 | 32.7% | $82 | 加仓 |
| — | SR BANCORP INC COM | $335 | 0.00% | 17 | 13 | 325.0% | $256 | 加仓 |
| — | ORGANIGRAM GLOBAL INC COM | $344 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| — | BULLFROG AI HLDGS INC COM | $345 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| YSS | YORK SPACE SYSTEMS INC COM | $345 | 0.00% | 14 | 14 | — | $345 | 新建仓 |
| JCAP | JEFFERSON CAPITAL INC COM | $351 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | INVESCO PHARMACEUTICALS ETF | $355 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ASIC | ATEGRITY SPECIALTY IN CO HO COM | $360 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC COM | $362 | 0.00% | 25 | 15 | 150.0% | $217 | 加仓 |
| — | ISPIRE TECHNOLOGY INC COM | $365 | 0.00% | 326 | 166 | 103.8% | $186 | 加仓 |
| — | CERVOMED INC COM | $366 | 0.00% | 118 | 118 | — | $366 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | $373 | 0.00% | 11 | -1 | -8.3% | -$34 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $374 | 0.00% | 54 | -9 | -14.3% | -$62 | 减仓 |
| — | PROTALIX BIOTHERAPEUTICS INC COM | $380 | 0.00% | 163 | 152 | 1,381.8% | $354 | 加仓 |
| — | LOGISTIC PROPERTIES OF THE AME USD ORD SHS | $383 | 0.00% | 114 | 77 | 208.1% | $259 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP COM | $388 | 0.00% | 35 | -55 | -61.1% | -$610 | 减仓 |
| — | NACCO INDS INC CL A | $400 | 0.00% | 8 | 4 | 100.0% | $200 | 加仓 |
| — | SMARTBIRD INC CL A NEW | $400 | 0.00% | 100 | 100 | — | $400 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC COM NEW | $401 | 0.00% | 30 | -183 | -85.9% | -$2,446 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $402 | 0.00% | 29 | -21 | -42.0% | -$291 | 减仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $403 | 0.00% | 114 | 108 | 1,800.0% | $382 | 加仓 |
| — | ACTUATE THERAPEUTICS INC COM | $406 | 0.00% | 265 | 230 | 657.1% | $352 | 加仓 |
| — | KOLIBRI GLOBAL ENERGY INC COM NEW | $413 | 0.00% | 83 | 45 | 118.4% | $224 | 加仓 |
| — | MAINSTREET BANCSHARES INC COM | $419 | 0.00% | 17 | 17 | — | $419 | 新建仓 |
| — | HERON THERAPEUTICS INC COM | $420 | 0.00% | 984 | 144 | 17.1% | $61 | 加仓 |
| — | ASCENTAGE PHARMA GROUP INTL SPONSORED ADS | $421 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC COM | $423 | 0.00% | 10 | 7 | 233.3% | $296 | 加仓 |
| — | BASSETT FURNITURE INDS INC COM | $426 | 0.00% | 24 | 20 | 500.0% | $355 | 加仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $433 | 0.00% | 43 | -9 | -17.3% | -$91 | 减仓 |
| AII | AMERICAN INTEGRITY INS GROUP I COM | $433 | 0.00% | 23 | 13 | 130.0% | $245 | 加仓 |
| — | US GOLDMINING INC COM | $439 | 0.00% | 54 | -4 | -6.9% | -$33 | 减仓 |
| — | NUBURU INC COMMON STOCK | $441 | 0.00% | 3,444 | 3,444 | — | $441 | 新建仓 |
| ASUR | ASURE SOFTWARE INC COM | $444 | 0.00% | 56 | 4 | 7.7% | $32 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY COM | $452 | 0.00% | 26 | -2,045 | -98.7% | -$3.56万 | 减仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS COM NEW | $457 | 0.00% | 32 | 29 | 966.7% | $414 | 重新持有 |
| — | ECB BANCORP INC COM | $461 | 0.00% | 23 | 4 | 21.1% | $80 | 加仓 |
| — | HUYA INC ADS REP SHS A | $462 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| — | IMMUTEP LTD SPONSORED ADS | $462 | 0.00% | 1,108 | 1,082 | 4,161.5% | $451 | 重新持有 |
| — | FALCONS BEYOND GLOBAL INC COM CL A | $466 | 0.00% | 26 | 2 | 8.3% | $36 | 加仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $467 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ALL IN FUTURETECH ALLIANCE INC COM | $468 | 0.00% | 210 | 210 | — | $468 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP SPNSRD ADS NEW | $469 | 0.00% | 35 | -30 | -46.2% | -$402 | 减仓 |
| — | TRUBRIDGE INC COM | $471 | 0.00% | 18 | -7 | -28.0% | -$183 | 减仓 |
| — | GRANITE PT MTG TR INC COM STK | $473 | 0.00% | 315 | -31 | -9.0% | -$47 | 减仓 |
| — | STEREOTAXIS INC COM NEW | $474 | 0.00% | 275 | -35 | -11.3% | -$60 | 减仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $474 | 0.00% | 27 | 11 | 68.8% | $193 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC COM | $480 | 0.00% | 22 | -69 | -75.8% | -$1,505 | 减仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $480 | 0.00% | 17 | 2 | 13.3% | $56 | 加仓 |
| — | FRIEDMAN INDS INC COM | $482 | 0.00% | 15 | 8 | 114.3% | $257 | 加仓 |
| — | VISIONWAVE HOLDINGS INC COM | $482 | 0.00% | 112 | 112 | — | $482 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP CL A | $486 | 0.00% | 48 | 4 | 9.1% | $40 | 加仓 |
| JAKK | JAKKS PAC INC COM NEW | $489 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD ADS NEW | $492 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| LONZ | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | $493 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RLYB | RALLYBIO CORP COM | $496 | 0.00% | 31 | 31 | — | $496 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $501 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO COM | $501 | 0.00% | 18 | 7 | 63.6% | $195 | 加仓 |
| — | SNAIL INC CLASS A COM | $505 | 0.00% | 815 | 815 | — | $505 | 新建仓 |
| — | FILANA THERAPEUTICS INC COM | $506 | 0.00% | 425 | -2,134 | -83.4% | -$2,541 | 减仓 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $507 | 0.00% | 22 | 8 | 57.1% | $184 | 加仓 |
| — | COMMERCIAL VEH GROUP INC COM | $508 | 0.00% | 110 | -493 | -81.8% | -$2,277 | 减仓 |
| IQ | IQIYI INC SPONSORED ADS | $510 | 0.00% | 490 | 8 | 1.7% | $8 | 加仓 |
| — | DEFI DEVELOPMENT CORP COM | $515 | 0.00% | 175 | 175 | — | $515 | 新建仓 |
| GERN | GERON CORP COM | $516 | 0.00% | 403 | -114 | -22.1% | -$146 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $516 | 0.00% | 36 | 16 | 80.0% | $229 | 加仓 |
| BKTI | BK TECHNOLOGIES CORPORATION COM | $516 | 0.00% | 6 | 4 | 200.0% | $344 | 加仓 |
| — | JOURNEY MED CORP COM | $516 | 0.00% | 73 | 73 | — | $516 | 新建仓 |
| — | FIRST CAP INC COM | $517 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | VOC ENERGY TR TR UNIT | $518 | 0.00% | 180 | -180 | -50.0% | -$518 | 减仓 |
| — | GENCOR INDS INC COM | $522 | 0.00% | 35 | -15 | -30.0% | -$224 | 减仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $527 | 0.00% | 58 | 20 | 52.6% | $182 | 加仓 |
| NOAH | NOAH HLDGS LTD SPON ADS | $529 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC COM | $530 | 0.00% | 171 | 97 | 131.1% | $301 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $532 | 0.00% | 40 | -3 | -7.0% | -$40 | 减仓 |
| — | CARDLYTICS INC COM NEW | $539 | 0.00% | 120 | 120 | — | $539 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC COM | $553 | 0.00% | 57 | 57 | — | $553 | 新建仓 |
| STUB | STUBHUB HLDGS INC CL A | $553 | 0.00% | 43 | 43 | — | $553 | 新建仓 |
| SID | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | $556 | 0.00% | 608 | -14,842 | -96.1% | -$1.36万 | 减仓 |