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 |
|---|---|---|---|---|---|---|---|---|
| SION | SIONNA THERAPEUTICS INC COM | $880 | 0.00% | 20 | -3 | -13.0% | -$132 | 减仓 |
| — | OLENOX INDUSTRIES INC COM NEW | $881 | 0.00% | 161 | 161 | — | $881 | 新建仓 |
| — | PICARD MEDICAL INC COM SHS | $882 | 0.00% | 5,394 | 3,782 | 234.6% | $618 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $883 | 0.00% | 181 | 99 | 120.7% | $483 | 加仓 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $888 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC COM CL A | $893 | 0.00% | 714 | 43 | 6.4% | $54 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC COM | $898 | 0.00% | 276 | 192 | 228.6% | $625 | 加仓 |
| — | LIBERTY CAP CORP SER A GCI GROUP | $899 | 0.00% | 41 | 23 | 127.8% | $504 | 加仓 |
| — | CREXENDO INC COM | $903 | 0.00% | 121 | -64 | -34.6% | -$478 | 减仓 |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | $911 | 0.00% | 39 | 1 | 2.6% | $23 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC COM | $919 | 0.00% | 60 | -7 | -10.4% | -$107 | 减仓 |
| PCYO | PURE CYCLE CORP COM NEW | $920 | 0.00% | 86 | 20 | 30.3% | $214 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC COM | $920 | 0.00% | 68 | 35 | 106.1% | $474 | 加仓 |
| — | ARRIVE AI INC COM NEW | $922 | 0.00% | 2,149 | 1,729 | 411.7% | $742 | 加仓 |
| VEL | VELOCITY FINL INC COM | $923 | 0.00% | 50 | -54 | -51.9% | -$997 | 减仓 |
| — | BRT APARTMENTS CORP COM | $923 | 0.00% | 60 | 38 | 172.7% | $585 | 加仓 |
| BLTE | BELITE BIO INC SPONSORED ADS | $924 | 0.00% | 6 | -1,602 | -99.6% | -$24.67万 | 减仓 |
| LXU | LSB INDS INC COM | $930 | 0.00% | 86 | -265 | -75.5% | -$2,866 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP COM | $931 | 0.00% | 194 | 58 | 42.6% | $278 | 加仓 |
| — | HANOVER BANCORP INC COM | $933 | 0.00% | 40 | 29 | 263.6% | $676 | 加仓 |
| BHC | BAUSCH HEALTH COS INC COM | $937 | 0.00% | 190 | -131 | -40.8% | -$646 | 减仓 |
| NVEC | NVE CORP COM NEW | $941 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WALDENCAST PLC CLASS A ORD SHS | $944 | 0.00% | 536 | -5,589 | -91.2% | -$9,843 | 减仓 |
| VERA | VERA THERAPEUTICS INC CL A | $944 | 0.00% | 22 | 17 | 340.0% | $729 | 加仓 |
| MASS | 908 DEVICES INC COM | $948 | 0.00% | 109 | -21 | -16.2% | -$183 | 减仓 |
| — | EAGLE FINL SVCS INC COM | $953 | 0.00% | 23 | 4 | 21.1% | $166 | 加仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $955 | 0.00% | 9 | 9 | — | $955 | 新建仓 |
| LMNR | LIMONEIRA CO COM | $958 | 0.00% | 73 | 13 | 21.7% | $171 | 加仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC COM | $958 | 0.00% | 85 | 85 | — | $958 | 新建仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV SPON ADR | $959 | 0.00% | 32 | -409 | -92.7% | -$1.23万 | 减仓 |
| PRTA | PROTHENA CORP PLC SHS | $959 | 0.00% | 98 | -62 | -38.8% | -$607 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC COM SHS | $960 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| — | DEFIANCE DAILY TARGET 2X LONG MSTR ETF | $967 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC COM | $967 | 0.00% | 63 | 54 | 600.0% | $829 | 加仓 |
| — | FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF | $968 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CIRCLE8 GROUP INC COM | $970 | 0.00% | 1,055 | 953 | 934.3% | $876 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC COM | $972 | 0.00% | 209 | 118 | 129.7% | $549 | 加仓 |
| — | PLAYSTUDIOS INC CLASS A COM | $977 | 0.00% | 1,959 | 1,282 | 189.4% | $639 | 加仓 |
| — | CHICAGO ATLANTIC REAL ESTATE F COM | $977 | 0.00% | 91 | 64 | 237.0% | $687 | 加仓 |
| AURA | AURA BIOSCIENCES INC COM | $980 | 0.00% | 138 | -23 | -14.3% | -$163 | 减仓 |
| WLTH | WEALTHFRONT CORP COM | $984 | 0.00% | 110 | 110 | — | $984 | 新建仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $985 | 0.00% | 21 | -76 | -78.4% | -$3,565 | 减仓 |
| — | FRANKLIN STR PPTYS CORP COM | $988 | 0.00% | 1,919 | 1,071 | 126.3% | $551 | 加仓 |
| — | HUTCHMED CHINA LTD SPONSORED ADS | $990 | 0.00% | 92 | -252 | -73.3% | -$2,712 | 减仓 |
| NVCT | NUVECTIS PHARMA INC COM | $993 | 0.00% | 54 | 52 | 2,600.0% | $956 | 加仓 |
| FSTR | FOSTER L B CO COM | $994 | 0.00% | 22 | -18 | -45.0% | -$813 | 减仓 |
| — | MICROVISION INC DEL COM NEW | $1,001 | 0.00% | 3,061 | 900 | 41.6% | $294 | 加仓 |
| — | FRANKLIN FINL SVCS CORP COM | $1,001 | 0.00% | 16 | 5 | 45.5% | $313 | 加仓 |
| — | SEVEN HILLS REALTY TRUST COM | $1,003 | 0.00% | 119 | 93 | 357.7% | $784 | 加仓 |
| CBC | CENTRAL BANCOMPANY COM CL A | $1,003 | 0.00% | 33 | 33 | — | $1,003 | 新建仓 |
| ACNB | ACNB CORP COM | $1,009 | 0.00% | 17 | 5 | 41.7% | $297 | 加仓 |
| MEC | MAYVILLE ENGR CO INC COM | $1,011 | 0.00% | 27 | 2 | 8.0% | $75 | 加仓 |
| — | PRINCETON BANCORP INC COM | $1,025 | 0.00% | 27 | -6 | -18.2% | -$228 | 减仓 |
| OCTV | OCTAVE INTELLIGENCE PLC ORD SHS CL B | $1,027 | 0.00% | 63 | 63 | — | $1,027 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC COM STK | $1,028 | 0.00% | 269 | 139 | 106.9% | $531 | 加仓 |
| GEF/B | GREIF INC CL B | $1,030 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | SECURITY NATL FINL CORP CL A NEW | $1,036 | 0.00% | 107 | 20 | 23.0% | $194 | 加仓 |
| — | ASCENT INDUSTRIES CO COM | $1,037 | 0.00% | 69 | 26 | 60.5% | $391 | 加仓 |
| — | CPI CARD GROUP INC COM NEW | $1,039 | 0.00% | 50 | 14 | 38.9% | $291 | 加仓 |
| — | LUFAX HOLDING LTD SPONSORED ADR | $1,041 | 0.00% | 789 | 378 | 92.0% | $499 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL COM | $1,045 | 0.00% | 106 | -168 | -61.3% | -$1,656 | 减仓 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $1,048 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CRD/A | CRAWFORD & CO CL A | $1,048 | 0.00% | 93 | 26 | 38.8% | $293 | 加仓 |
| — | FIRST NATL CORP VA COM | $1,050 | 0.00% | 35 | 18 | 105.9% | $540 | 加仓 |
| — | ARES COML REAL ESTATE CORP COM | $1,051 | 0.00% | 233 | 28 | 13.7% | $126 | 加仓 |
| RMNI | RIMINI STR INC DEL COM | $1,056 | 0.00% | 248 | 64 | 34.8% | $273 | 加仓 |
| HLLY | HOLLEY INC COM | $1,059 | 0.00% | 415 | -247 | -37.3% | -$630 | 减仓 |
| — | XOMA ROYALTY CORPORATION COM NEW | $1,063 | 0.00% | 25 | -34 | -57.6% | -$1,446 | 减仓 |
| — | EON RESOURCES INC COM CL A | $1,073 | 0.00% | 2,431 | 2,431 | — | $1,073 | 新建仓 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $1,080 | 0.00% | 40 | -535 | -93.0% | -$1.44万 | 减仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $1,082 | 0.00% | 81 | 41 | 102.5% | $548 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC COM | $1,087 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| — | TRISALUS LIFE SCIENCES INC COM | $1,092 | 0.00% | 240 | 235 | 4,700.0% | $1,069 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $1,095 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RDNW | RIDENOW GROUP INC COM CL B | $1,099 | 0.00% | 165 | -19 | -10.3% | -$127 | 减仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1,099 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $1,106 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | OUTLOOK THERAPEUTICS INC COM | $1,107 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $1,123 | 0.00% | 241 | 36 | 17.6% | $168 | 加仓 |
| — | MARKETWISE INC COM NEW CL A | $1,125 | 0.00% | 63 | 15 | 31.2% | $268 | 加仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $1,129 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | TUCOWS INC COM NEW | $1,131 | 0.00% | 84 | 21 | 33.3% | $283 | 加仓 |
| ATEX | ANTERIX INC COM | $1,133 | 0.00% | 11 | 2 | 22.2% | $206 | 加仓 |
| EOLS | EVOLUS INC COM | $1,139 | 0.00% | 164 | 148 | 925.0% | $1,028 | 加仓 |
| — | SIGA TECHNOLOGIES INC COM | $1,147 | 0.00% | 315 | 113 | 55.9% | $411 | 加仓 |
| GEVO | GEVO INC COM PAR | $1,148 | 0.00% | 765 | 25 | 3.4% | $38 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $1,158 | 0.00% | 41 | -414 | -91.0% | -$1.17万 | 减仓 |
| — | GLOBAL X E-COMMERCE ETF | $1,159 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | NLI HOLDINGS INC COM NEW | $1,160 | 0.00% | 195 | 1 | 0.5% | $6 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC COM | $1,169 | 0.00% | 281 | -1,681 | -85.7% | -$6,993 | 减仓 |
| POWW | OUTDOOR HOLDING CO COM | $1,171 | 0.00% | 514 | 191 | 59.1% | $435 | 加仓 |
| — | SKYX PLATFORMS CORP COM | $1,171 | 0.00% | 1,060 | 965 | 1,015.8% | $1,066 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC COM | $1,177 | 0.00% | 18 | -18 | -50.0% | -$1,177 | 减仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $1,183 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FOA | FINANCE OF AMERICA COMPAN CL A NEW | $1,184 | 0.00% | 43 | 40 | 1,333.3% | $1,101 | 加仓 |
| USCB | USCB FINANCIAL HOLDINGS INC CLASS A COM | $1,186 | 0.00% | 58 | 20 | 52.6% | $409 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC COM | $1,187 | 0.00% | 44 | -152 | -77.6% | -$4,101 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC COM | $1,188 | 0.00% | 40 | -275 | -87.3% | -$8,168 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $1,189 | 0.00% | 525 | -1,845 | -77.8% | -$4,178 | 减仓 |
| NWFL | NORWOOD FINANCIAL CORP COM | $1,189 | 0.00% | 37 | 1 | 2.8% | $32 | 加仓 |