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 |
|---|---|---|---|---|---|---|---|---|
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1,193 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1,194 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ISTR | INVESTAR HOLDING CORP COM | $1,198 | 0.00% | 40 | 21 | 110.5% | $629 | 加仓 |
| KYTX | KYVERNA THERAPEUTICS INC COM | $1,203 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | LANDS END INC NEW COM | $1,205 | 0.00% | 115 | -9 | -7.3% | -$94 | 减仓 |
| — | PROSHARES ULTRA BLOOMBERG NATURAL GAS | $1,207 | 0.00% | 44 | 44 | — | $1,207 | 新建仓 |
| URTH | ISHARES MSCI WORLD ETF | $1,216 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $1,222 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SGRY | SURGERY PARTNERS INC COM | $1,226 | 0.00% | 73 | 48 | 192.0% | $806 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $1,232 | 0.00% | 115 | -19 | -14.2% | -$204 | 减仓 |
| — | ACCURAY INC DEL COM | $1,234 | 0.00% | 4,787 | 3,540 | 283.9% | $913 | 加仓 |
| — | GLOBAL X FINTECH ETF | $1,235 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | RITHM PPTY TR INC COM NEW SHS | $1,238 | 0.00% | 86 | 5 | 6.2% | $72 | 加仓 |
| XPEL | XPEL INC COM | $1,240 | 0.00% | 25 | -13 | -34.2% | -$645 | 减仓 |
| IRON | DISC MEDICINE INC COM | $1,243 | 0.00% | 17 | -54 | -76.1% | -$3,948 | 减仓 |
| TITN | TITAN MACHY INC COM | $1,246 | 0.00% | 59 | 53 | 883.3% | $1,119 | 加仓 |
| — | LCNB CORP COM | $1,249 | 0.00% | 71 | 5 | 7.6% | $88 | 加仓 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $1,265 | 0.00% | 100 | 9 | 9.9% | $114 | 加仓 |
| DC | DAKOTA GOLD CORP COM | $1,266 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD ADR | $1,275 | 0.00% | 242 | -640 | -72.6% | -$3,372 | 减仓 |
| — | MERIDIAN HOLDINGS INC COM | $1,280 | 0.00% | 92 | 77 | 513.3% | $1,071 | 加仓 |
| OABI | OMNIAB INC COM | $1,281 | 0.00% | 521 | 11 | 2.2% | $27 | 加仓 |
| SSP | SCRIPPS E W CO OHIO CL A NEW | $1,285 | 0.00% | 464 | -7 | -1.5% | -$19 | 减仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE VA COM | $1,288 | 0.00% | 29 | -5 | -14.7% | -$222 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC COM | $1,288 | 0.00% | 103 | 48 | 87.3% | $600 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $1,288 | 0.00% | 23 | 6 | 35.3% | $336 | 加仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $1,288 | 0.00% | 50 | 50 | — | $1,288 | 新建仓 |
| NXE | NEXGEN ENERGY LTD COM | $1,296 | 0.00% | 138 | -57 | -29.2% | -$535 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1,298 | 0.00% | 50 | 12 | 31.6% | $312 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $1,300 | 0.00% | 200 | -374 | -65.2% | -$2,431 | 减仓 |
| — | 1 800 FLOWERS COM INC CL A | $1,302 | 0.00% | 374 | 164 | 78.1% | $571 | 加仓 |
| CSV | CARRIAGE SVCS INC COM | $1,303 | 0.00% | 34 | -7 | -17.1% | -$268 | 减仓 |
| ACH | ACCENDRA HEALTH INC COM | $1,303 | 0.00% | 381 | -17 | -4.3% | -$58 | 减仓 |
| — | FB BANCORP INC COM | $1,325 | 0.00% | 88 | 41 | 87.2% | $617 | 加仓 |
| PFIS | PEOPLES FINL SVCS CORP COM | $1,327 | 0.00% | 20 | 5 | 33.3% | $332 | 加仓 |
| — | INTERGROUP CORP COM | $1,345 | 0.00% | 28 | 28 | — | $1,345 | 新建仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1,346 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $1,347 | 0.00% | 33 | -180 | -84.5% | -$7,347 | 减仓 |
| DAKT | DAKTRONICS INC COM | $1,350 | 0.00% | 69 | -224 | -76.5% | -$4,383 | 减仓 |
| INNV | INNOVAGE HLDG CORP COM | $1,352 | 0.00% | 114 | 11 | 10.7% | $130 | 加仓 |
| — | BRAND ENGAGEMENT NETWORK INC COM | $1,352 | 0.00% | 79 | 79 | — | $1,352 | 新建仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT COR CL A COM | $1,354 | 0.00% | 181 | 181 | — | $1,354 | 新建仓 |
| — | NEWEGG COMMERCE INC SHS NEW | $1,360 | 0.00% | 83 | 83 | — | $1,360 | 新建仓 |
| IE | IVANHOE ELECTRIC INC COM | $1,374 | 0.00% | 143 | -522 | -78.5% | -$5,016 | 减仓 |
| STAA | STAAR SURGICAL CO COM PAR $0.01 | $1,378 | 0.00% | 48 | -97 | -66.9% | -$2,785 | 减仓 |
| BLSH | BULLISH ORD SHS | $1,382 | 0.00% | 59 | -439 | -88.2% | -$1.03万 | 减仓 |
| — | TEADS HLDG CO COM | $1,384 | 0.00% | 1,804 | 530 | 41.6% | $407 | 加仓 |
| BALY | BALLYS CORPORATION COMMON STOCK | $1,399 | 0.00% | 102 | 72 | 240.0% | $988 | 加仓 |
| — | TERRA INNOVATUM GLOBAL NV ORD SHS | $1,402 | 0.00% | 285 | 285 | — | $1,402 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC COM | $1,406 | 0.00% | 44 | -84 | -65.6% | -$2,684 | 减仓 |
| BBCP | CONCRETE PUMPING HLDGS INC COM | $1,409 | 0.00% | 117 | -3 | -2.5% | -$36 | 减仓 |
| III | INFORMATION SVCS GROUP INC COM | $1,414 | 0.00% | 344 | 141 | 69.5% | $580 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,419 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| OMFS | INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF | $1,426 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $1,427 | 0.00% | 239 | -1,348 | -84.9% | -$8,049 | 减仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC COM | $1,432 | 0.00% | 54 | 25 | 86.2% | $663 | 加仓 |
| — | AUDIOEYE INC COM NEW | $1,435 | 0.00% | 247 | 192 | 349.1% | $1,115 | 加仓 |
| SI | SHOULDER INNOVATIONS INC COMMON STOCK | $1,440 | 0.00% | 71 | 69 | 3,450.0% | $1,399 | 加仓 |
| — | FRANKLIN ETHEREUM ETF | $1,445 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| — | JOINT CORP COM | $1,449 | 0.00% | 165 | 61 | 58.7% | $536 | 加仓 |
| — | CARDIFF ONCOLOGY INC COM | $1,449 | 0.00% | 1,115 | 760 | 214.1% | $988 | 加仓 |
| BANC | BANC OF CALIFORNIA INC COM | $1,450 | 0.00% | 71 | -1,989 | -96.6% | -$4.06万 | 减仓 |
| OPFI | OPPFI INC COM CL A | $1,450 | 0.00% | 146 | 144 | 7,200.0% | $1,430 | 加仓 |
| ASPI | ASP ISOTOPES INC COM | $1,456 | 0.00% | 234 | 223 | 2,027.3% | $1,388 | 加仓 |
| — | BARK INC COM NEW | $1,457 | 0.00% | 146 | 19 | 15.1% | $191 | 加仓 |
| ASM | AVINO SILVER & GOLD MINES LTD COM | $1,458 | 0.00% | 230 | 230 | — | $1,458 | 新建仓 |
| — | ALPHA TEKNOVA INC COM | $1,465 | 0.00% | 258 | 88 | 51.8% | $500 | 加仓 |
| EH | EHANG HLDGS LTD ADS | $1,467 | 0.00% | 224 | 224 | — | $1,467 | 新建仓 |
| — | GREENE CNTY BANCORP INC COM | $1,478 | 0.00% | 44 | -6 | -12.0% | -$202 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC CLASS A ORD | $1,485 | 0.00% | 47 | -163 | -77.6% | -$5,150 | 减仓 |
| WFG | WEST FRASER TIMBER CO LTD COM | $1,489 | 0.00% | 22 | -101 | -82.1% | -$6,836 | 减仓 |
| SWBI | SMITH & WESSON BRANDS INC COM | $1,489 | 0.00% | 99 | 11 | 12.5% | $165 | 加仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS ORD SHS | $1,489 | 0.00% | 74 | 74 | — | $1,489 | 新建仓 |
| — | AMERICAN VANGUARD CORP COM | $1,492 | 0.00% | 533 | -91 | -14.6% | -$255 | 减仓 |
| — | KRONOS WORLDWIDE INC COM | $1,500 | 0.00% | 237 | 140 | 144.3% | $886 | 加仓 |
| CLB | CORE LABORATORIES INC COM | $1,503 | 0.00% | 129 | -513 | -79.9% | -$5,977 | 减仓 |
| — | DOUGLAS ELLIMAN INC COM | $1,503 | 0.00% | 849 | 585 | 221.6% | $1,036 | 加仓 |
| TH | TARGET HOSPITALITY CORP COM | $1,507 | 0.00% | 74 | -56 | -43.1% | -$1,140 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC COM NEW | $1,508 | 0.00% | 244 | 108 | 79.4% | $667 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC COM NEW | $1,511 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | STAR HLDGS SHS BEN INT | $1,516 | 0.00% | 166 | -712 | -81.1% | -$6,502 | 减仓 |
| FPI | FARMLAND PARTNERS INC COM | $1,520 | 0.00% | 157 | -68 | -30.2% | -$658 | 减仓 |
| HIPO | HIPPO HLDGS INC COM NEW | $1,526 | 0.00% | 54 | 12 | 28.6% | $339 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NEW COM | $1,528 | 0.00% | 10 | 3 | 42.9% | $458 | 加仓 |
| COTY | COTY INC COM CL A | $1,532 | 0.00% | 709 | -223 | -23.9% | -$482 | 减仓 |
| ONEW | ONEWATER MARINE INC CL A COM | $1,533 | 0.00% | 136 | 122 | 871.4% | $1,375 | 加仓 |
| — | FRANKLIN BITCOIN ETF | $1,538 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | BV FINL INC COM NEW | $1,545 | 0.00% | 73 | 5 | 7.4% | $106 | 加仓 |
| CCNE | CNB FINL CORP PA COM | $1,551 | 0.00% | 46 | -3 | -6.1% | -$101 | 减仓 |
| — | MESOBLAST LTD SPONS ADR | $1,556 | 0.00% | 115 | -41 | -26.3% | -$555 | 减仓 |
| — | ALTI GLOBAL INC CL A | $1,561 | 0.00% | 432 | 198 | 84.6% | $715 | 加仓 |
| MNTN | MNTN INC CL A | $1,564 | 0.00% | 170 | -1,389 | -89.1% | -$1.28万 | 减仓 |
| TSAT | TELESAT CORP CL A & CL B SHS | $1,569 | 0.00% | 31 | 31 | — | $1,569 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $1,572 | 0.00% | 42 | -55 | -56.7% | -$2,059 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1,572 | 0.00% | 77 | 1 | 1.3% | $20 | 加仓 |
| FRPH | FRP HLDGS INC COM | $1,575 | 0.00% | 63 | -271 | -81.1% | -$6,775 | 减仓 |
| — | TILRAY BRANDS INC COM | $1,580 | 0.00% | 352 | 196 | 125.6% | $880 | 加仓 |
| CCBG | CAPITAL CITY BANK COM | $1,582 | 0.00% | 32 | -321 | -90.9% | -$1.59万 | 减仓 |
| BITO | PROSHARES BITCOIN ETF | $1,588 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| PNTG | PENNANT GROUP INC COM | $1,589 | 0.00% | 43 | -8 | -15.7% | -$296 | 减仓 |