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 |
|---|---|---|---|---|---|---|---|---|
| PACK | RANPAK HOLDINGS CORP COM CL A | $1,042 | 0.00% | 292 | 178 | 156.1% | $635 | 加仓 |
| — | AVITA MEDICAL INC COM | $1,050 | 0.00% | 284 | 208 | 273.7% | $769 | 重新持有 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $1,054 | 0.00% | 1,328 | 738 | 125.1% | $586 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $1,056 | 0.00% | 134 | 39 | 41.1% | $307 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP COM | $1,059 | 0.00% | 36 | 10 | 38.5% | $294 | 加仓 |
| — | INMUNE BIO INC COM | $1,060 | 0.00% | 938 | 857 | 1,058.0% | $968 | 加仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $1,065 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $1,070 | 0.00% | 169 | -10 | -5.6% | -$63 | 减仓 |
| AURA | AURA BIOSCIENCES INC COM | $1,077 | 0.00% | 161 | -127 | -44.1% | -$850 | 减仓 |
| — | EPSILON ENERGY LTD COM | $1,077 | 0.00% | 175 | 23 | 15.1% | $142 | 加仓 |
| — | NEXTNRG INC COM | $1,077 | 0.00% | 2,693 | 2,577 | 2,221.6% | $1,031 | 加仓 |
| ADV | ADVANTAGE SOLUTIONS INC COM NEW CL A | $1,078 | 0.00% | 51 | 51 | — | $1,078 | 新建仓 |
| — | CLARUS CORP NEW COM | $1,079 | 0.00% | 397 | 103 | 35.0% | $280 | 加仓 |
| — | KALTURA INC COM | $1,079 | 0.00% | 885 | 551 | 165.0% | $672 | 加仓 |
| URTH | ISHARES MSCI WORLD ETF | $1,080 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | TUCOWS INC COM NEW | $1,080 | 0.00% | 63 | 34 | 117.2% | $583 | 加仓 |
| — | SIGA TECHNOLOGIES INC COM | $1,081 | 0.00% | 202 | -113 | -35.9% | -$605 | 减仓 |
| — | RITHM PPTY TR INC COM NEW SHS | $1,084 | 0.00% | 81 | 14 | 20.9% | $187 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $1,093 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1,094 | 0.00% | 10 | -13 | -56.5% | -$1,422 | 减仓 |
| HIPO | HIPPO HLDGS INC COM NEW | $1,094 | 0.00% | 42 | 17 | 68.0% | $443 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $1,094 | 0.00% | 269 | 200 | 289.9% | $813 | 加仓 |
| PSNL | PERSONALIS INC COM | $1,096 | 0.00% | 172 | 7 | 4.2% | $45 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $1,102 | 0.00% | 237 | 179 | 308.6% | $832 | 加仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $1,103 | 0.00% | 21 | 1 | 5.0% | $53 | 加仓 |
| FENC | FENNEC PHARMACEUTICALS INC COM | $1,107 | 0.00% | 180 | 45 | 33.3% | $277 | 加仓 |
| — | PRINCETON BANCORP INC COM | $1,114 | 0.00% | 33 | 5 | 17.9% | $169 | 加仓 |
| STRZ | STARZ ENTERTAINMENT CORP. COM | $1,116 | 0.00% | 97 | 85 | 708.3% | $978 | 加仓 |
| FSTR | FOSTER L B CO COM | $1,117 | 0.00% | 40 | 26 | 185.7% | $726 | 加仓 |
| — | GREENE CNTY BANCORP INC COM | $1,120 | 0.00% | 50 | 24 | 92.3% | $538 | 加仓 |
| FLXS | FLEXSTEEL INDS INC COM | $1,123 | 0.00% | 25 | -19 | -43.2% | -$853 | 减仓 |
| — | GLOBAL X E-COMMERCE ETF | $1,124 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1,129 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | NL INDS INC COM NEW | $1,131 | 0.00% | 194 | -2 | -1.0% | -$12 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $1,132 | 0.00% | 30 | 7 | 30.4% | $264 | 加仓 |
| — | AARDVARK THERAPEUTICS INC COM | $1,135 | 0.00% | 301 | 241 | 401.7% | $909 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $1,137 | 0.00% | 646 | 646 | — | $1,137 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1,140 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP S P A ORD SHS | $1,142 | 0.00% | 83 | -1,022 | -92.5% | -$1.41万 | 减仓 |
| CMTG | CLAROS MTG TR INC COMMON STOCK | $1,142 | 0.00% | 480 | -374 | -43.8% | -$890 | 减仓 |
| — | CREXENDO INC COM | $1,142 | 0.00% | 185 | 176 | 1,955.6% | $1,086 | 加仓 |
| — | SELECTQUOTE INC COM | $1,144 | 0.00% | 1,817 | 1,119 | 160.3% | $705 | 加仓 |
| — | GLOBAL X FINTECH ETF | $1,155 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | PRIMEENERGY RESOURCES CORP COM | $1,164 | 0.00% | 5 | -2 | -28.6% | -$466 | 重新持有 |
| KYTX | KYVERNA THERAPEUTICS INC COM | $1,165 | 0.00% | 135 | -28 | -17.2% | -$242 | 减仓 |
| INDA | ISHARES MSCI INDIA ETF | $1,171 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SWK HLDGS CORP COM NEW | $1,191 | 0.00% | 70 | -2 | -2.8% | -$34 | 减仓 |
| HYFI | AB HIGH YIELD ETF | $1,197 | 0.00% | 32 | -10 | -23.8% | -$374 | 减仓 |
| OMFS | INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF | $1,206 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TH | TARGET HOSPITALITY CORP COM | $1,207 | 0.00% | 130 | 19 | 17.1% | $176 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $1,209 | 0.00% | 37 | 33 | 825.0% | $1,078 | 加仓 |
| — | SKILLSOFT CORP CL A | $1,210 | 0.00% | 282 | 257 | 1,028.0% | $1,103 | 加仓 |
| — | NERDY INC CL A COM | $1,211 | 0.00% | 1,482 | 1,183 | 395.7% | $967 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1,214 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $1,215 | 0.00% | 47 | 47 | — | $1,215 | 新建仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $1,222 | 0.00% | 22 | 11 | 100.0% | $611 | 加仓 |
| — | AMBER INTL HLDG LTD SPON ADS NEW | $1,228 | 0.00% | 520 | -193 | -27.1% | -$456 | 减仓 |
| MYFW | FIRST WESTN FINL INC COM | $1,230 | 0.00% | 50 | 2 | 4.2% | $49 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $1,233 | 0.00% | 261 | 90 | 52.6% | $425 | 加仓 |
| — | VOC ENERGY TR TR UNIT | $1,246 | 0.00% | 360 | 180 | 100.0% | $623 | 加仓 |
| SMRT | SMARTRENT INC COM CL A | $1,248 | 0.00% | 832 | -549 | -39.8% | -$824 | 减仓 |
| EXTR | EXTREME NETWORKS INC COM | $1,252 | 0.00% | 83 | -177 | -68.1% | -$2,670 | 减仓 |
| SWBI | SMITH & WESSON BRANDS INC COM | $1,261 | 0.00% | 88 | 78 | 780.0% | $1,118 | 加仓 |
| TE | T1 ENERGY INC COM NEW | $1,264 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| — | CARDLYTICS INC COM | $1,268 | 0.00% | 1,208 | 0 | 0.0% | — | 不变 |
| — | AMERICAS CAR-MART INC COM | $1,273 | 0.00% | 100 | 25 | 33.3% | $318 | 加仓 |
| — | OPTIMIZERX CORP COM NEW | $1,276 | 0.00% | 203 | 174 | 600.0% | $1,094 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $1,276 | 0.00% | 35 | 33 | 1,650.0% | $1,203 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC CL A | $1,277 | 0.00% | 47 | 20 | 74.1% | $543 | 加仓 |
| — | BARK INC COM NEW | $1,286 | 0.00% | 2,538 | 2,538 | — | $1,286 | 新建仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1,287 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC COM NEW | $1,290 | 0.00% | 98 | 3 | 3.2% | $39 | 加仓 |
| FVCB | FVCBANKCORP INC COM | $1,290 | 0.00% | 85 | 12 | 16.4% | $182 | 加仓 |
| DDD | 3D SYS CORP DEL COM NEW | $1,294 | 0.00% | 688 | 688 | — | $1,294 | 新建仓 |
| — | EHEALTH INC COM | $1,295 | 0.00% | 1,004 | 686 | 215.7% | $885 | 加仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE VA COM | $1,299 | 0.00% | 34 | 1 | 3.0% | $38 | 加仓 |
| RDNW | RIDENOW GROUP INC COM CL B | $1,299 | 0.00% | 184 | -14 | -7.1% | -$99 | 减仓 |
| — | BV FINL INC COM NEW | $1,301 | 0.00% | 68 | 2 | 3.0% | $38 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,321 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $1,322 | 0.00% | 751 | 117 | 18.5% | $206 | 加仓 |
| — | AIRO GROUP HLDGS INC COM | $1,323 | 0.00% | 174 | 168 | 2,800.0% | $1,277 | 加仓 |
| PI | IMPINJ INC COM | $1,336 | 0.00% | 13 | -6 | -31.6% | -$617 | 减仓 |
| — | KULR TECHNOLOGY GROUP INC COM | $1,343 | 0.00% | 567 | 567 | — | $1,343 | 新建仓 |
| — | EAGLE BANCORP MONT INC COM | $1,358 | 0.00% | 66 | 7 | 11.9% | $144 | 加仓 |
| ODC | OIL DRI CORP AMER COM | $1,367 | 0.00% | 21 | 2 | 10.5% | $130 | 加仓 |
| OMER | OMEROS CORP COM | $1,372 | 0.00% | 130 | 15 | 13.0% | $158 | 加仓 |
| PAR | PAR TECHNOLOGY CORP COM | $1,373 | 0.00% | 103 | 15 | 17.0% | $200 | 重新持有 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $1,376 | 0.00% | 126 | -24 | -16.0% | -$262 | 减仓 |
| — | DOCGO INC COM | $1,376 | 0.00% | 2,186 | 1,722 | 371.1% | $1,084 | 加仓 |
| DQ | DAQO NEW ENERGY CORP SPNSRD ADS NEW | $1,382 | 0.00% | 65 | -4 | -5.8% | -$85 | 减仓 |
| — | MICROVISION INC DEL COM NEW | $1,387 | 0.00% | 2,161 | 1,868 | 637.5% | $1,199 | 加仓 |
| MBI | MBIA INC COM | $1,389 | 0.00% | 235 | 153 | 186.6% | $904 | 加仓 |
| — | LANDS END INC NEW COM | $1,394 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS SHS | $1,399 | 0.00% | 30 | 12 | 66.7% | $560 | 加仓 |
| THRY | THRYV HLDGS INC COM NEW | $1,404 | 0.00% | 512 | 262 | 104.8% | $718 | 加仓 |
| CSIQ | CANADIAN SOLAR INC COM | $1,413 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CCNE | CNB FINL CORP PA COM | $1,419 | 0.00% | 49 | -66 | -57.4% | -$1,911 | 减仓 |
| — | BRC INC COM CL A | $1,419 | 0.00% | 1,829 | 1,257 | 219.8% | $975 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $1,436 | 0.00% | 40 | 40 | — | $1,436 | 新建仓 |
| — | NET POWER INC COM CL A | $1,447 | 0.00% | 928 | 781 | 531.3% | $1,218 | 加仓 |