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 |
|---|---|---|---|---|---|---|---|---|
| — | J JILL INC COM | $556 | 0.00% | 35 | 20 | 133.3% | $318 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC COMMON STOCK | $558 | 0.00% | 28 | 13 | 86.7% | $259 | 加仓 |
| IHS | IHS HOLDING LIMITED ORD SHS | $560 | 0.00% | 68 | 68 | — | $560 | 新建仓 |
| ARX | ACCELERANT HOLDINGS CL A | $563 | 0.00% | 48 | 48 | — | $563 | 新建仓 |
| ACU | ACME UTD CORP COM | $572 | 0.00% | 12 | 12 | — | $572 | 新建仓 |
| ATS | ATS CORPORATION COM | $576 | 0.00% | 20 | -36 | -64.3% | -$1,037 | 减仓 |
| MDA | MDA SPACE LTD COM | $578 | 0.00% | 14 | 14 | — | $578 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY COM NEW | $580 | 0.00% | 205 | 205 | — | $580 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $584 | 0.00% | 19 | -75 | -79.8% | -$2,305 | 减仓 |
| TSCV | THRIVENT SMALL CAP VALUE ETF | $588 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | UNIVERSAL LOGISTICS HLDGS INC COM | $592 | 0.00% | 40 | -240 | -85.7% | -$3,552 | 减仓 |
| — | BIOTE CORP CLASS A COM | $592 | 0.00% | 313 | 265 | 552.1% | $501 | 加仓 |
| — | GSI TECHNOLOGY INC COM | $595 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | NI HLDGS INC COM | $598 | 0.00% | 38 | 4 | 11.8% | $63 | 加仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $599 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SSTK | SHUTTERSTOCK INC COM | $600 | 0.00% | 43 | 16 | 59.3% | $223 | 重新持有 |
| SOC | SABLE OFFSHORE CORP COM SHS | $601 | 0.00% | 195 | -37 | -15.9% | -$114 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP COM | $602 | 0.00% | 29 | -211 | -87.9% | -$4,380 | 减仓 |
| — | SB FINL GROUP INC COM | $606 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $607 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC SHS USD | $611 | 0.00% | 57 | 4 | 7.5% | $43 | 加仓 |
| CLYM | CLIMB BIO INC COM | $613 | 0.00% | 47 | 47 | — | $613 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC SPONSORED ADS | $623 | 0.00% | 147 | 141 | 2,350.0% | $598 | 重新持有 |
| SMP | STANDARD MTR PRODS INC COM | $624 | 0.00% | 16 | 16 | — | $624 | 新建仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $640 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | OPAL FUELS INC CLASS A COM | $644 | 0.00% | 292 | 34 | 13.2% | $75 | 加仓 |
| ARXS | ARXIS INC CL A COM | $646 | 0.00% | 14 | 14 | — | $646 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC COM NEW | $647 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| KINS | KINGSTONE COS INC COM | $647 | 0.00% | 34 | 34 | — | $647 | 新建仓 |
| — | CURIOSITYSTREAM INC COM CL A | $650 | 0.00% | 244 | 35 | 16.7% | $93 | 加仓 |
| TRC | TEJON RANCH CO COM | $654 | 0.00% | 35 | -17 | -32.7% | -$318 | 减仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | $656 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $660 | 0.00% | 150 | -2,272 | -93.8% | -$9,997 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $667 | 0.00% | 11 | -11 | -50.0% | -$667 | 减仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | $670 | 0.00% | 129 | -25 | -16.2% | -$130 | 减仓 |
| LGN | LEGENCE CORP CL A | $681 | 0.00% | 8 | 6 | 300.0% | $511 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS COM NEW | $685 | 0.00% | 73 | -135 | -64.9% | -$1,267 | 减仓 |
| — | ATYR PHARMA INC COM NEW | $685 | 0.00% | 1,149 | 734 | 176.9% | $438 | 加仓 |
| AAUC | ALLIED GOLD CORP COM NEW | $690 | 0.00% | 29 | 29 | — | $690 | 新建仓 |
| — | ADC THERAPEUTICS SA SHS | $691 | 0.00% | 646 | -320 | -33.1% | -$342 | 减仓 |
| — | EXZEO GROUP INC COM SHS | $692 | 0.00% | 41 | 41 | — | $692 | 新建仓 |
| — | SURF AIR MOBILITY INC COM NEW | $694 | 0.00% | 598 | 598 | — | $694 | 新建仓 |
| — | MICROBOT MED INC COM NEW | $696 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION COM | $698 | 0.00% | 115 | -662 | -85.2% | -$4,018 | 减仓 |
| — | MATERIALISE NV SPONSORED ADS | $698 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PWP | PERELLA WEINBERG PARTNERS CLASS A COM | $702 | 0.00% | 44 | -380 | -89.6% | -$6,063 | 减仓 |
| — | WEYCO GROUP INC COM | $707 | 0.00% | 18 | 5 | 38.5% | $196 | 加仓 |
| — | DATACENTREX INC COM | $707 | 0.00% | 397 | 397 | — | $707 | 新建仓 |
| BOBS | BOBS DISC FURNITURE INC COM SHS | $712 | 0.00% | 45 | 45 | — | $712 | 新建仓 |
| GSM | FERROGLOBE PLC SHS | $715 | 0.00% | 225 | 203 | 922.7% | $645 | 加仓 |
| PI | IMPINJ INC COM | $716 | 0.00% | 5 | -8 | -61.5% | -$1,146 | 减仓 |
| — | NATIONAL BANKSHARES INC VA COM | $727 | 0.00% | 20 | 5 | 33.3% | $182 | 加仓 |
| — | PEOPLES BANCORP N C INC COM | $732 | 0.00% | 17 | 7 | 70.0% | $301 | 加仓 |
| ESOA | ENERGY SERVICES OF AMER CORP COM | $734 | 0.00% | 38 | 38 | — | $734 | 新建仓 |
| — | PSQ HOLDINGS INC COM SHS CL A | $734 | 0.00% | 1,822 | 1,822 | — | $734 | 新建仓 |
| — | AMBITIONS ENTERPRISE MGMT CO. USD CL A ORD SHS | $740 | 0.00% | 435 | 435 | — | $740 | 新建仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $745 | 0.00% | 54 | 1 | 1.9% | $14 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $749 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| — | CVRX INC COM | $756 | 0.00% | 147 | -115 | -43.9% | -$591 | 减仓 |
| CLBT | CELLEBRITE DI LTD ORDINARY SHARES | $759 | 0.00% | 52 | -215 | -80.5% | -$3,138 | 重新持有 |
| ALVO | ALVOTECH ORDINARY SHARES | $760 | 0.00% | 206 | -34 | -14.2% | -$125 | 减仓 |
| — | SUNRISE RLTY TR INC COM | $767 | 0.00% | 97 | 84 | 646.2% | $664 | 加仓 |
| MG | MISTRAS GROUP INC COM | $768 | 0.00% | 44 | -23 | -34.3% | -$401 | 减仓 |
| — | SPOK HLDGS INC COM | $768 | 0.00% | 75 | 26 | 53.1% | $266 | 加仓 |
| CTGO | CONTANGO SILVER & GOLD INC COM | $774 | 0.00% | 49 | 34 | 226.7% | $537 | 加仓 |
| — | SKY HARBOUR GROUP CORPORATION COM CL A | $777 | 0.00% | 79 | 71 | 887.5% | $698 | 加仓 |
| — | RICHMOND MUT BANCORPORATION COM | $778 | 0.00% | 49 | 42 | 600.0% | $667 | 加仓 |
| GNE | GENIE ENERGY LTD CL B | $781 | 0.00% | 54 | 22 | 68.8% | $318 | 加仓 |
| — | NEURONETICS INC COM | $788 | 0.00% | 606 | 55 | 10.0% | $72 | 加仓 |
| KE | KIMBALL ELECTRONICS INC COM | $793 | 0.00% | 31 | -68 | -68.7% | -$1,739 | 减仓 |
| NPCE | NEUROPACE INC COM | $794 | 0.00% | 50 | 32 | 177.8% | $508 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $795 | 0.00% | 3 | -14 | -82.4% | -$3,710 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC CL A | $795 | 0.00% | 19 | 14 | 280.0% | $586 | 加仓 |
| — | BATTALION OIL CORP COM | $799 | 0.00% | 610 | 610 | — | $799 | 新建仓 |
| CAAP | CORPORACION AMER ARPTS S A COM | $806 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | NEXTNRG INC COM | $807 | 0.00% | 2,304 | -389 | -14.4% | -$136 | 减仓 |
| GPGI | GPGI INC COM CL A | $808 | 0.00% | 51 | -266 | -83.9% | -$4,214 | 减仓 |
| — | TENAYA THERAPEUTICS INC COM | $812 | 0.00% | 1,099 | 0 | 0.0% | — | 不变 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $823 | 0.00% | 132 | -688 | -83.9% | -$4,290 | 减仓 |
| — | ORION PROPERTIES INC COM | $824 | 0.00% | 285 | -2,764 | -90.7% | -$7,991 | 减仓 |
| SMRT | SMARTRENT INC COM CL A | $825 | 0.00% | 693 | -139 | -16.7% | -$165 | 减仓 |
| INSE | INSPIRED ENTMT INC COM | $825 | 0.00% | 100 | -8 | -7.4% | -$66 | 减仓 |
| AVBH | AVIDBANK HLDGS INC COM | $825 | 0.00% | 25 | 2 | 8.7% | $66 | 加仓 |
| — | ESCALADE INC COM | $827 | 0.00% | 44 | 4 | 10.0% | $75 | 加仓 |
| EBF | ENNIS INC COM | $829 | 0.00% | 39 | -497 | -92.7% | -$1.06万 | 减仓 |
| HNGE | HINGE HEALTH INC CL A | $830 | 0.00% | 10 | 10 | — | $830 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $831 | 0.00% | 95 | 20 | 26.7% | $175 | 加仓 |
| — | TTEC HLDGS INC COM | $831 | 0.00% | 428 | 136 | 46.6% | $264 | 加仓 |
| — | KINGSWAY CORP COM NEW | $834 | 0.00% | 80 | -11 | -12.1% | -$115 | 减仓 |
| MPB | MID PENN BANCORP INC COM | $836 | 0.00% | 24 | 6 | 33.3% | $209 | 加仓 |
| NGNE | NEUROGENE INC COM | $849 | 0.00% | 27 | -17 | -38.6% | -$535 | 减仓 |
| CEVA | CEVA INC COM | $849 | 0.00% | 18 | -6 | -25.0% | -$283 | 减仓 |
| — | MEDIWOUND LTD SHS NEW | $852 | 0.00% | 58 | 50 | 625.0% | $734 | 加仓 |
| — | SKINHEALTH SYSTEMS INC COM CL A | $857 | 0.00% | 1,238 | 165 | 15.4% | $114 | 加仓 |
| — | RGC RES INC COM | $860 | 0.00% | 36 | 4 | 12.5% | $96 | 加仓 |
| COSO | COASTALSOUTH BANCSHARES INC COM NEW | $860 | 0.00% | 32 | 19 | 146.2% | $511 | 加仓 |
| FNKO | FUNKO INC COM CL A | $870 | 0.00% | 148 | -722 | -83.0% | -$4,244 | 减仓 |
| — | MONTAUK RENEWABLES INC COM | $871 | 0.00% | 558 | 489 | 708.7% | $763 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $874 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| NPK | NATIONAL PRESTO INDS INC COM | $875 | 0.00% | 7 | -359 | -98.1% | -$4.49万 | 减仓 |