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 |
|---|---|---|---|---|---|---|---|---|
| — | LUFAX HOLDING LTD SPONSORED ADR | $768 | 0.00% | 411 | -369 | -47.3% | -$690 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN COM | $770 | 0.00% | 30 | 3 | 11.1% | $77 | 加仓 |
| GERN | GERON CORP COM | $770 | 0.00% | 517 | 114 | 28.3% | $170 | 加仓 |
| INSE | INSPIRED ENTMT INC COM | $771 | 0.00% | 108 | 18 | 20.0% | $128 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $773 | 0.00% | 33 | 33 | — | $773 | 新建仓 |
| — | SUNPOWER INC COM | $777 | 0.00% | 612 | 612 | — | $777 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $780 | 0.00% | 193 | -1,307 | -87.1% | -$5,282 | 减仓 |
| III | INFORMATION SVCS GROUP INC COM | $780 | 0.00% | 203 | 142 | 232.8% | $546 | 加仓 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $782 | 0.00% | 14 | -8 | -36.4% | -$447 | 减仓 |
| — | 17 ED & TECHNOLOGY GROUP INC SPONSORED ADR | $786 | 0.00% | 434 | -269 | -38.3% | -$487 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC COM | $790 | 0.00% | 73 | 54 | 284.2% | $584 | 加仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $795 | 0.00% | 616 | 233 | 60.8% | $301 | 加仓 |
| — | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF | $795 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MASS | 908 DEVICES INC COM | $795 | 0.00% | 130 | 10 | 8.3% | $61 | 加仓 |
| — | NEURONETICS INC COM | $799 | 0.00% | 551 | 551 | — | $799 | 新建仓 |
| PFIS | PEOPLES FINL SVCS CORP COM | $800 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC COM | $801 | 0.00% | 510 | -1,493 | -74.5% | -$2,345 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN INC COM | $802 | 0.00% | 22 | -24 | -52.2% | -$875 | 减仓 |
| LMNR | LIMONEIRA CO COM | $805 | 0.00% | 60 | 1 | 1.7% | $13 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $806 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $806 | 0.00% | 16 | 16 | — | $806 | 新建仓 |
| CAAP | CORPORACION AMER ARPTS S A COM | $809 | 0.00% | 32 | -39 | -54.9% | -$986 | 减仓 |
| BWLP | BW LPG LTD COM | $816 | 0.00% | 47 | 14 | 42.4% | $243 | 加仓 |
| — | BULLFROG AI HLDGS INC COM | $816 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| FCCO | FIRST CMNTY CORP S C COM | $819 | 0.00% | 28 | 10 | 55.6% | $292 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC COM | $820 | 0.00% | 55 | -1,190 | -95.6% | -$1.77万 | 减仓 |
| FVRR | FIVERR INTL LTD ORD SHS | $822 | 0.00% | 82 | 7 | 9.3% | $70 | 加仓 |
| — | SECURITY NATL FINL CORP CL A NEW | $824 | 0.00% | 87 | 46 | 112.2% | $436 | 加仓 |
| ALVO | ALVOTECH ORDINARY SHARES | $824 | 0.00% | 240 | 106 | 79.1% | $364 | 重新持有 |
| INNV | INNOVAGE HLDG CORP COM | $825 | 0.00% | 103 | 18 | 21.2% | $144 | 加仓 |
| — | TEADS HLDG CO COM | $839 | 0.00% | 1,274 | 1,109 | 672.1% | $730 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $842 | 0.00% | 38 | 25 | 192.3% | $554 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC COMMON STOCK | $842 | 0.00% | 50 | 30 | 150.0% | $505 | 加仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $842 | 0.00% | 397 | 395 | 19,750.0% | $838 | 加仓 |
| LOMA | LOMA NEGRA C I A S A MTN 144A SPONSORED ADS | $843 | 0.00% | 76 | -142 | -65.1% | -$1,575 | 减仓 |
| EVH | EVOLENT HEALTH INC CL A | $845 | 0.00% | 371 | -47 | -11.2% | -$107 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $847 | 0.00% | 240 | 106 | 79.1% | $374 | 加仓 |
| — | ALTI GLOBAL INC CL A | $849 | 0.00% | 234 | 105 | 81.4% | $381 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC COM | $857 | 0.00% | 120 | -23 | -16.1% | -$164 | 减仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $857 | 0.00% | 111 | 18 | 19.4% | $139 | 重新持有 |
| BNED | BARNES & NOBLE ED INC COM NEW | $857 | 0.00% | 97 | 73 | 304.2% | $645 | 重新持有 |
| — | MICROBOT MED INC COM NEW | $860 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $861 | 0.00% | 33 | 9 | 37.5% | $235 | 加仓 |
| OPRT | OPORTUN FINL CORP COM | $862 | 0.00% | 187 | 187 | — | $862 | 新建仓 |
| CLW | CLEARWATER PAPER CORP COM | $863 | 0.00% | 60 | 24 | 66.7% | $345 | 加仓 |
| — | MERIDIAN CORP COM | $872 | 0.00% | 46 | 5 | 12.2% | $95 | 加仓 |
| CLPT | CLEARPOINT NEURO INC COM | $873 | 0.00% | 96 | 91 | 1,820.0% | $828 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NEW COM | $873 | 0.00% | 7 | 7 | — | $873 | 新建仓 |
| WOLF | WOLFSPEED INC COM | $881 | 0.00% | 54 | 29 | 116.0% | $473 | 加仓 |
| SLDE | SLIDE INS HLDGS INC COM | $882 | 0.00% | 49 | -8 | -14.0% | -$144 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC COM | $883 | 0.00% | 18 | 2 | 12.5% | $98 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | $886 | 0.00% | 59 | 59 | — | $886 | 新建仓 |
| NGNE | NEUROGENE INC COM | $888 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC COM | $888 | 0.00% | 246 | 75 | 43.9% | $271 | 加仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $890 | 0.00% | 49 | -135 | -73.4% | -$2,452 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $897 | 0.00% | 227 | -507 | -69.1% | -$2,003 | 减仓 |
| — | MYOMO INC COM NEW | $897 | 0.00% | 1,327 | 1,101 | 487.2% | $744 | 加仓 |
| — | MARKETWISE INC COM NEW CL A | $899 | 0.00% | 48 | 5 | 11.6% | $94 | 加仓 |
| ACH | ACCENDRA HEALTH INC COM | $907 | 0.00% | 398 | -382 | -49.0% | -$871 | 减仓 |
| — | CENTRAL PUERTO S A SPONSORED ADR | $909 | 0.00% | 54 | -20 | -27.0% | -$337 | 减仓 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $912 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | AGENUS INC COM NEW | $915 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| — | AGORA INC ADS | $920 | 0.00% | 260 | 101 | 63.5% | $357 | 加仓 |
| — | JOINT CORP COM | $920 | 0.00% | 104 | 62 | 147.6% | $548 | 加仓 |
| SION | SIONNA THERAPEUTICS INC COM | $922 | 0.00% | 23 | 3 | 15.0% | $120 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $923 | 0.00% | 139 | 19 | 15.8% | $126 | 加仓 |
| CURV | TORRID HLDGS INC COM | $926 | 0.00% | 520 | 335 | 181.1% | $597 | 加仓 |
| ASLE | AERSALE CORPORATION COM | $927 | 0.00% | 149 | -7 | -4.5% | -$44 | 减仓 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $930 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC COM | $936 | 0.00% | 170 | 4 | 2.4% | $22 | 加仓 |
| RM | REGIONAL MGMT CORP COM | $937 | 0.00% | 29 | -3 | -9.4% | -$97 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC COM | $938 | 0.00% | 38 | 38 | — | $938 | 新建仓 |
| — | SENSEONICS HLDGS INC COM | $939 | 0.00% | 141 | 141 | — | $939 | 新建仓 |
| — | REPOSITRAK INC COM NEW | $942 | 0.00% | 124 | 119 | 2,380.0% | $904 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $946 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | KINGSWAY FINL SVCS INC COM NEW | $949 | 0.00% | 91 | -16 | -15.0% | -$167 | 减仓 |
| — | LOANDEPOT INC COM CL A | $952 | 0.00% | 671 | 536 | 397.0% | $760 | 加仓 |
| — | SKINHEALTH SYSTEMS INC COM CL A | $956 | 0.00% | 1,073 | -1,296 | -54.7% | -$1,155 | 减仓 |
| DNN | DENISON MINES CORP COM | $957 | 0.00% | 271 | -546 | -66.8% | -$1,928 | 减仓 |
| — | ACUMEN PHARMACEUTICALS INC COM | $961 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| GEF/B | GREIF INC CL B | $964 | 0.00% | 11 | 5 | 83.3% | $438 | 加仓 |
| — | PSQ HOLDINGS INC CL A | $966 | 0.00% | 1,822 | 598 | 48.9% | $317 | 加仓 |
| LOAR | LOAR HOLDINGS INC COM SHS | $973 | 0.00% | 17 | -44 | -72.1% | -$2,518 | 减仓 |
| PLBC | PLUMAS BANCORP COM | $977 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | MAXCYTE INC COM | $980 | 0.00% | 1,395 | 619 | 79.8% | $435 | 加仓 |
| TRC | TEJON RANCH CO COM | $980 | 0.00% | 52 | -21 | -28.8% | -$396 | 减仓 |
| — | SIGHT SCIENCES INC COM | $984 | 0.00% | 261 | 49 | 23.1% | $185 | 加仓 |
| — | ARES COML REAL ESTATE CORP COM | $984 | 0.00% | 205 | 74 | 56.5% | $355 | 加仓 |
| — | TREACE MED CONCEPTS INC COM | $985 | 0.00% | 735 | 710 | 2,840.0% | $951 | 加仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $986 | 0.00% | 205 | 21 | 11.4% | $101 | 加仓 |
| — | FORRESTER RESH INC COM | $990 | 0.00% | 175 | 66 | 60.6% | $373 | 加仓 |
| MG | MISTRAS GROUP INC COM | $990 | 0.00% | 67 | 9 | 15.5% | $133 | 加仓 |
| — | NATHANS FAMOUS INC COM | $1,008 | 0.00% | 10 | 8 | 400.0% | $806 | 加仓 |
| — | TILRAY BRANDS INC COM | $1,010 | 0.00% | 156 | 154 | 7,700.0% | $997 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP COM | $1,013 | 0.00% | 90 | -15 | -14.3% | -$169 | 减仓 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $1,019 | 0.00% | 91 | 86 | 1,720.0% | $963 | 加仓 |
| — | LCNB CORP COM | $1,029 | 0.00% | 66 | 19 | 40.4% | $296 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $1,035 | 0.00% | 13 | 13 | — | $1,035 | 新建仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1,037 | 0.00% | 12 | 12 | — | $1,037 | 新建仓 |
| — | HAFNIA LTD SHS | $1,041 | 0.00% | 137 | 0 | 0.0% | — | 不变 |