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 |
|---|---|---|---|---|---|---|---|---|
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | $1,453 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC COM | $1,458 | 0.00% | 22 | 15 | 214.3% | $994 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC COM | $1,463 | 0.00% | 160 | -5 | -3.0% | -$46 | 减仓 |
| PKOH | PARK-OHIO HLDGS CORP COM | $1,467 | 0.00% | 61 | 14 | 29.8% | $337 | 加仓 |
| — | DEFINITIVE HEALTHCARE CORP CLASS A COM | $1,481 | 0.00% | 1,204 | 652 | 118.1% | $802 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $1,488 | 0.00% | 93 | -108 | -53.7% | -$1,728 | 减仓 |
| — | PIONEER BANCORP INC MD COM | $1,489 | 0.00% | 107 | 6 | 5.9% | $83 | 加仓 |
| ANGO | ANGIODYNAMICS INC COM | $1,490 | 0.00% | 131 | -158 | -54.7% | -$1,797 | 减仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $1,494 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP COM | $1,500 | 0.00% | 297 | 25 | 9.2% | $126 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1,500 | 0.00% | 76 | 2 | 2.7% | $39 | 加仓 |
| OSCR | OSCAR HEALTH INC CL A | $1,501 | 0.00% | 131 | -1,949 | -93.7% | -$2.23万 | 减仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD SHS | $1,516 | 0.00% | 76 | 11 | 16.9% | $219 | 加仓 |
| CCB | COASTAL FINL CORP WA COM NEW | $1,522 | 0.00% | 20 | -280 | -93.3% | -$2.13万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL COM | $1,522 | 0.00% | 274 | 234 | 585.0% | $1,300 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $1,525 | 0.00% | 102 | 10 | 10.9% | $150 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC COM NEW | $1,526 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IPX | IPERIONX LTD SPONSORED ADS | $1,536 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $1,539 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME COM | $1,541 | 0.00% | 55 | 12 | 27.9% | $336 | 加仓 |
| EWG | ISHARES MSCI GERMANY ETF | $1,547 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | AMERICAN VANGUARD CORP COM | $1,553 | 0.00% | 624 | -136 | -17.9% | -$338 | 减仓 |
| — | GAMESQUARE HLDGS INC COM | $1,553 | 0.00% | 5,750 | 3,485 | 153.9% | $941 | 加仓 |
| PNTG | PENNANT GROUP INC COM | $1,554 | 0.00% | 51 | 28 | 121.7% | $853 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $1,555 | 0.00% | 46 | 12 | 35.3% | $406 | 加仓 |
| PRTA | PROTHENA CORP PLC SHS | $1,555 | 0.00% | 160 | 70 | 77.8% | $680 | 加仓 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $1,556 | 0.00% | 253 | 247 | 4,116.7% | $1,519 | 加仓 |
| — | ARQ INC COM | $1,557 | 0.00% | 608 | 490 | 415.3% | $1,255 | 加仓 |
| — | VANECK STEEL ETF | $1,561 | 0.00% | 17 | 17 | — | $1,561 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC COM | $1,566 | 0.00% | 170 | 138 | 431.2% | $1,271 | 加仓 |
| — | MOBILICOM LTD ORD SHS NEW | $1,573 | 0.00% | 306 | -744 | -70.9% | -$3,825 | 减仓 |
| ATS | ATS CORPORATION COM | $1,580 | 0.00% | 56 | -13 | -18.8% | -$367 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC COM | $1,591 | 0.00% | 79 | -66 | -45.5% | -$1,329 | 减仓 |
| — | PALLADYNE AI CORP COM NEW | $1,596 | 0.00% | 263 | 263 | — | $1,596 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $1,597 | 0.00% | 78 | 28 | 56.0% | $573 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC COM | $1,602 | 0.00% | 119 | 9 | 8.2% | $121 | 加仓 |
| KLC | KINDERCARE LEARNING COMPANIES COM | $1,609 | 0.00% | 731 | 643 | 730.7% | $1,415 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC COM | $1,612 | 0.00% | 23 | -7 | -23.3% | -$491 | 减仓 |
| — | SANARA MEDTECH INC COM | $1,616 | 0.00% | 94 | 93 | 9,300.0% | $1,599 | 加仓 |
| — | MEDIFAST INC COM | $1,621 | 0.00% | 159 | -22 | -12.2% | -$224 | 减仓 |
| — | ENDAVA PLC ADS | $1,622 | 0.00% | 367 | -140 | -27.6% | -$619 | 减仓 |
| — | VOYAGER THERAPEUTICS INC COM | $1,626 | 0.00% | 421 | 136 | 47.7% | $525 | 加仓 |
| SEPN | SEPTERNA INC COM | $1,634 | 0.00% | 68 | 5 | 7.9% | $120 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $1,639 | 0.00% | 93 | -9 | -8.8% | -$159 | 减仓 |
| — | RCI HOSPITALITY HLDGS INC COM | $1,642 | 0.00% | 72 | 50 | 227.3% | $1,140 | 加仓 |
| — | EXPENSIFY INC COM CL A | $1,653 | 0.00% | 1,900 | 1,387 | 270.4% | $1,207 | 加仓 |
| CDXS | CODEXIS INC COM | $1,656 | 0.00% | 1,016 | 674 | 197.1% | $1,099 | 重新持有 |
| XPEL | XPEL INC COM | $1,682 | 0.00% | 38 | 19 | 100.0% | $841 | 加仓 |
| BHE | BENCHMARK ELECTRS INC COM | $1,682 | 0.00% | 30 | 20 | 200.0% | $1,121 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP CL A | $1,684 | 0.00% | 671 | 641 | 2,136.7% | $1,609 | 重新持有 |
| FLOC | FLOWCO HLDGS INC COM CL A | $1,690 | 0.00% | 82 | 3 | 3.8% | $62 | 加仓 |
| — | GRUPO SIMEC SAB DE C V ADR | $1,702 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP COM | $1,702 | 0.00% | 10 | 1 | 11.1% | $170 | 加仓 |
| VCEL | VERICEL CORP COM | $1,704 | 0.00% | 53 | 52 | 5,200.0% | $1,672 | 加仓 |
| BSVN | BANK7 CORP COM | $1,715 | 0.00% | 43 | 2 | 4.9% | $80 | 加仓 |
| ADEA | ADEIA INC COM | $1,729 | 0.00% | 72 | 66 | 1,100.0% | $1,585 | 加仓 |
| BHC | BAUSCH HEALTH COS INC COM | $1,733 | 0.00% | 321 | 125 | 63.8% | $675 | 加仓 |
| JACK | JACK IN THE BOX INC COM | $1,740 | 0.00% | 180 | -255 | -58.6% | -$2,465 | 减仓 |
| — | DIGIMARC CORP NEW COM | $1,748 | 0.00% | 356 | 332 | 1,383.3% | $1,630 | 加仓 |
| SSP | SCRIPPS E W CO OHIO CL A NEW | $1,751 | 0.00% | 471 | -996 | -67.9% | -$3,703 | 减仓 |
| — | PACER METAURUS NASDAQ 100 DIVIDEND MULTIPLIER 600 ETF | $1,752 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | ISHARES LITHIUM MINERS AND PRODUCERS ETF | $1,758 | 0.00% | 102 | 102 | — | $1,758 | 新建仓 |
| — | FRANKLIN BITCOIN ETF | $1,778 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD CLASS A | $1,782 | 0.00% | 103 | -1,483 | -93.5% | -$2.57万 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $1,785 | 0.00% | 221 | 54 | 32.3% | $436 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $1,789 | 0.00% | 477 | 19 | 4.1% | $71 | 加仓 |
| ROOT | ROOT INC CL A NEW | $1,811 | 0.00% | 41 | 38 | 1,266.7% | $1,678 | 重新持有 |
| ALXO | ALX ONCOLOGY HLDGS INC COM | $1,815 | 0.00% | 905 | 406 | 81.4% | $814 | 重新持有 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $1,818 | 0.00% | 297 | -1,045 | -77.9% | -$6,397 | 减仓 |
| IMRX | IMMUNEERING CORP CLASS A COM | $1,818 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP COM | $1,824 | 0.00% | 111 | 105 | 1,750.0% | $1,725 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $1,833 | 0.00% | 20 | 5 | 33.3% | $458 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC COM | $1,845 | 0.00% | 91 | -1 | -1.1% | -$20 | 减仓 |
| — | XOMA ROYALTY CORPORATION COM NEW | $1,850 | 0.00% | 59 | -10 | -14.5% | -$314 | 减仓 |
| PONY | PONY AI INC SPONSORED ADS | $1,850 | 0.00% | 196 | 178 | 988.9% | $1,680 | 重新持有 |
| BITO | PROSHARES BITCOIN ETF | $1,853 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC COM | $1,859 | 0.00% | 223 | 54 | 32.0% | $450 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. COM SHS | $1,864 | 0.00% | 108 | 12 | 12.5% | $207 | 加仓 |
| CSV | CARRIAGE SVCS INC COM | $1,872 | 0.00% | 41 | -65 | -61.3% | -$2,968 | 减仓 |
| COTY | COTY INC COM CL A | $1,874 | 0.00% | 932 | 790 | 556.3% | $1,588 | 加仓 |
| VEL | VELOCITY FINL INC COM | $1,881 | 0.00% | 104 | -59 | -36.2% | -$1,067 | 减仓 |
| BBLU | EA BRIDGEWAY BLUE CHIP ETF | $1,898 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $1,902 | 0.00% | 90 | 62 | 221.4% | $1,310 | 加仓 |
| ALEC | ALECTOR INC COM | $1,907 | 0.00% | 887 | 383 | 76.0% | $823 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $1,911 | 0.00% | 371 | 125 | 50.8% | $644 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC COM | $1,915 | 0.00% | 98 | 25 | 34.2% | $489 | 加仓 |
| GRPN | GROUPON INC COM NEW | $1,916 | 0.00% | 161 | 116 | 257.8% | $1,380 | 加仓 |
| — | FRANKLIN ETHEREUM ETF | $1,920 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC COM NEW | $1,921 | 0.00% | 149 | 8 | 5.7% | $103 | 加仓 |
| — | SES AI CORPORATION CL A COM | $1,927 | 0.00% | 2,003 | -1,010 | -33.5% | -$972 | 减仓 |
| INOD | INNODATA INC COM NEW | $1,933 | 0.00% | 50 | 8 | 19.0% | $309 | 加仓 |
| QURE | UNIQURE NV SHS | $1,946 | 0.00% | 119 | 10 | 9.2% | $164 | 加仓 |
| MAMA | MAMAS CREATIONS INC COM | $1,948 | 0.00% | 127 | 1 | 0.8% | $15 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $1,948 | 0.00% | 363 | 173 | 91.1% | $928 | 加仓 |
| GOOS | CANADA GOOSE HLDGS INC SHS SUB VTG | $1,952 | 0.00% | 178 | 159 | 836.8% | $1,744 | 加仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS COM NEW | $1,953 | 0.00% | 208 | -5 | -2.3% | -$47 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC CL A | $1,956 | 0.00% | 376 | -178 | -32.1% | -$926 | 减仓 |
| — | GOSSAMER BIO INC COM | $1,957 | 0.00% | 5,957 | 5,302 | 809.5% | $1,742 | 加仓 |
| MDLN | MEDLINE INC COM CL A | $1,959 | 0.00% | 44 | 30 | 214.3% | $1,336 | 加仓 |
| SRI | STONERIDGE INC COM | $1,961 | 0.00% | 406 | -10 | -2.4% | -$48 | 减仓 |