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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL WTR RES INC COM | $555 | 0.00% | 73 | 16 | 28.1% | $122 | 加仓 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $560 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FINL SVCS CORP COM | $562 | 0.00% | 11 | 2 | 22.2% | $102 | 加仓 |
| — | FRANKLIN STR PPTYS CORP COM | $564 | 0.00% | 848 | 736 | 657.1% | $490 | 加仓 |
| PXED | PHOENIX ED PARTNERS INC COM | $566 | 0.00% | 18 | 18 | — | $566 | 新建仓 |
| — | VALNEVA SE SPONSORED ADS | $569 | 0.00% | 91 | -7 | -7.1% | -$44 | 减仓 |
| — | EVOLUTION PETE CORP COM | $569 | 0.00% | 124 | 112 | 933.3% | $514 | 加仓 |
| — | TRINSEO PLC SHS | $570 | 0.00% | 5,430 | 345 | 6.8% | $36 | 加仓 |
| — | STEREOTAXIS INC COM NEW | $571 | 0.00% | 310 | -12 | -3.7% | -$22 | 减仓 |
| — | ASCENT INDUSTRIES CO COM | $571 | 0.00% | 43 | 11 | 34.4% | $146 | 加仓 |
| — | ASCENTAGE PHARMA GROUP INTL SPONSORED ADS | $573 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC COMMON STOCK | $574 | 0.00% | 69 | 5 | 7.8% | $42 | 加仓 |
| ACNB | ACNB CORP COM | $574 | 0.00% | 12 | 6 | 100.0% | $287 | 加仓 |
| LTBR | LIGHTBRIDGE CORP COM | $575 | 0.00% | 54 | 5 | 10.2% | $53 | 加仓 |
| — | NANO DIMENSION LTD SPONSORD ADS NEW | $576 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD RUSSELL 3000 ETF | $576 | 0.00% | 2 | 1 | 100.0% | $288 | 加仓 |
| — | CARDIFF ONCOLOGY INC COM | $576 | 0.00% | 355 | 355 | — | $576 | 新建仓 |
| VIDI | VIDENT INTERNATIONAL EQUITY STRATEGY ETF | $578 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TBI | TRUEBLUE INC COM | $579 | 0.00% | 148 | 96 | 184.6% | $376 | 加仓 |
| MPB | MID PENN BANCORP INC COM | $579 | 0.00% | 18 | 12 | 200.0% | $386 | 加仓 |
| NMRA | NEUMORA THERAPEUTICS INC. COM | $582 | 0.00% | 298 | -21 | -6.6% | -$41 | 减仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC COM SHS | $583 | 0.00% | 26 | -707 | -96.5% | -$1.59万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC INC COM | $588 | 0.00% | 19 | 17 | 850.0% | $526 | 加仓 |
| NVEC | NVE CORP COM NEW | $590 | 0.00% | 9 | -1 | -10.0% | -$66 | 减仓 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $591 | 0.00% | 14 | 13 | 1,300.0% | $549 | 加仓 |
| — | SILVERCREST ASSET MGMT GROUP CL A | $592 | 0.00% | 44 | 27 | 158.8% | $363 | 加仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $595 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ALTISOURCE PORTFOLIO SOLUTIONS SHS NEW | $599 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $599 | 0.00% | 128 | -72 | -36.0% | -$337 | 重新持有 |
| ALH | ALLIANCE LAUNDRY HLDGS INC COM | $602 | 0.00% | 29 | 29 | — | $602 | 新建仓 |
| RMNI | RIMINI STR INC DEL COM | $604 | 0.00% | 184 | 48 | 35.3% | $158 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $607 | 0.00% | 12 | 10 | 500.0% | $506 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC COM | $608 | 0.00% | 34 | 34 | — | $608 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC COM NEW | $609 | 0.00% | 136 | 136 | — | $609 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $613 | 0.00% | 136 | 17 | 14.3% | $77 | 加仓 |
| — | CURIOSITYSTREAM INC COM CL A | $619 | 0.00% | 209 | -2 | -0.9% | -$6 | 减仓 |
| — | VIVID SEATS INC COM CL A | $621 | 0.00% | 105 | 94 | 854.5% | $556 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $623 | 0.00% | 17 | 5 | 41.7% | $183 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC COM | $623 | 0.00% | 27 | 16 | 145.5% | $369 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $624 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC COM | $624 | 0.00% | 8 | -15 | -65.2% | -$1,170 | 重新持有 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | $628 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $629 | 0.00% | 259 | -9 | -3.4% | -$22 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC COM SHS | $630 | 0.00% | 141 | 50 | 54.9% | $223 | 加仓 |
| BWFG | BANKWELL FINL GROUP INC COM | $631 | 0.00% | 13 | 7 | 116.7% | $340 | 加仓 |
| — | 1 800 FLOWERS COM INC CL A | $637 | 0.00% | 210 | -23 | -9.9% | -$70 | 重新持有 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $638 | 0.00% | 26 | -1 | -3.7% | -$25 | 减仓 |
| — | KRONOS WORLDWIDE INC COM | $638 | 0.00% | 97 | 79 | 438.9% | $520 | 加仓 |
| — | MAXEON SOLAR TECHNOLOGIES LTD SHS NEW | $640 | 0.00% | 424 | 406 | 2,255.6% | $613 | 重新持有 |
| — | FB BANCORP INC COM | $646 | 0.00% | 47 | 21 | 80.8% | $289 | 加仓 |
| POWW | OUTDOOR HOLDING CO COM | $648 | 0.00% | 323 | 161 | 99.4% | $323 | 加仓 |
| IQ | IQIYI INC SPONSORED ADS | $650 | 0.00% | 482 | 95 | 24.5% | $128 | 加仓 |
| — | OPAL FUELS INC CLASS A COM | $650 | 0.00% | 258 | -23 | -8.2% | -$58 | 减仓 |
| DCTH | DELCATH SYS INC COM NEW | $650 | 0.00% | 70 | 70 | — | $650 | 新建仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $653 | 0.00% | 14 | 14 | — | $653 | 新建仓 |
| AVBH | AVIDBANK HLDGS INC COM | $657 | 0.00% | 23 | 23 | — | $657 | 新建仓 |
| CARS | CARS COM INC COM | $658 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | HUYA INC ADS REP SHS A | $663 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP COM NEW | $663 | 0.00% | 66 | 41 | 164.0% | $412 | 加仓 |
| — | GCI LIBERTY INC COM SER A | $664 | 0.00% | 18 | 11 | 157.1% | $406 | 加仓 |
| — | EAGLE FINL SVCS INC COM | $665 | 0.00% | 19 | -7 | -26.9% | -$245 | 减仓 |
| IVVD | INVIVYD INC COM | $668 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| CRD/A | CRAWFORD & CO CL A | $669 | 0.00% | 67 | 15 | 28.8% | $150 | 加仓 |
| ORGO | ORGANOGENESIS HLDGS INC COM | $670 | 0.00% | 283 | 238 | 528.9% | $563 | 加仓 |
| — | CANTALOUPE INC COM | $671 | 0.00% | 62 | -86 | -58.1% | -$931 | 减仓 |
| — | HERON THERAPEUTICS INC COM | $672 | 0.00% | 840 | 199 | 31.0% | $159 | 加仓 |
| IMMR | IMMERSION CORP COM | $672 | 0.00% | 123 | 123 | — | $672 | 新建仓 |
| — | TALKSPACE INC COM | $673 | 0.00% | 130 | 102 | 364.3% | $528 | 加仓 |
| — | US GOLDMINING INC COM | $674 | 0.00% | 58 | 56 | 2,800.0% | $651 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC SHS USD | $676 | 0.00% | 53 | -797 | -93.8% | -$1.02万 | 减仓 |
| TARA | PROTARA THERAPEUTICS INC COM STK | $678 | 0.00% | 130 | 130 | — | $678 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $681 | 0.00% | 102 | -7 | -6.4% | -$47 | 减仓 |
| — | ESCALADE INC COM | $686 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $692 | 0.00% | 27 | 27 | — | $692 | 新建仓 |
| — | RGC RES INC COM | $705 | 0.00% | 32 | 4 | 14.3% | $88 | 加仓 |
| USCB | USCB FINANCIAL HOLDINGS INC CLASS A COM | $705 | 0.00% | 38 | 7 | 22.6% | $130 | 加仓 |
| — | SUNLANDS TECHNOLOGY GROUP SPONSRD ADS NEW | $709 | 0.00% | 202 | -290 | -58.9% | -$1,018 | 减仓 |
| LEGH | LEGACY HOUSING CORP COM | $715 | 0.00% | 35 | 35 | — | $715 | 新建仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $716 | 0.00% | 53 | 2 | 3.9% | $27 | 加仓 |
| — | KNIGHTSCOPE INC CL A NEW | $717 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $719 | 0.00% | 154 | 65 | 73.0% | $303 | 加仓 |
| — | ZEVIA PBC CL A | $720 | 0.00% | 615 | 615 | — | $720 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP COM | $725 | 0.00% | 44 | -276 | -86.2% | -$4,548 | 重新持有 |
| HSAI | HESAI GROUP SPONSORED ADS | $726 | 0.00% | 38 | -99 | -72.3% | -$1,891 | 重新持有 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $730 | 0.00% | 34 | 24 | 240.0% | $515 | 加仓 |
| — | TTEC HLDGS INC COM | $731 | 0.00% | 292 | 291 | 29,100.0% | $728 | 加仓 |
| — | AKEBIA THREAPEUTICS INC COM | $732 | 0.00% | 527 | 58 | 12.4% | $81 | 重新持有 |
| MPAA | MOTORCAR PTS AMER INC COM | $741 | 0.00% | 67 | -19 | -22.1% | -$210 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $742 | 0.00% | 75 | 39 | 108.3% | $386 | 加仓 |
| — | FUTUREFUEL CORP COM | $743 | 0.00% | 193 | 47 | 32.2% | $181 | 加仓 |
| — | CROSS CTRY HEALTHCARE INC COM | $743 | 0.00% | 79 | 79 | — | $743 | 新建仓 |
| — | HEALTH CATALYST INC COM | $745 | 0.00% | 587 | 566 | 2,695.2% | $718 | 加仓 |
| MBX | MBX BIOSCIENCES INC COM | $746 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC COM | $750 | 0.00% | 50 | 7 | 16.3% | $105 | 加仓 |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | $752 | 0.00% | 38 | 8 | 26.7% | $158 | 加仓 |
| — | LIFEVANTAGE CORP COM NEW | $757 | 0.00% | 175 | 152 | 660.9% | $658 | 加仓 |
| — | TENAYA THERAPEUTICS INC COM | $761 | 0.00% | 1,099 | -442 | -28.7% | -$306 | 减仓 |
| OSUR | ORASURE TECHNOLOGIES INC COM | $765 | 0.00% | 255 | 225 | 750.0% | $675 | 加仓 |
| ARHS | ARHAUS INC COM CL A | $766 | 0.00% | 113 | -130 | -53.5% | -$881 | 减仓 |
| — | SLEEP NUMBER CORP COM | $767 | 0.00% | 427 | -5 | -1.2% | -$9 | 减仓 |