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 |
|---|---|---|---|---|---|---|---|---|
| WTBA | WEST BANCORPORATION INC CAP STK | $1,591 | 0.00% | 60 | -382 | -86.4% | -$1.01万 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP COM | $1,602 | 0.00% | 7 | -3 | -30.0% | -$687 | 减仓 |
| PLSE | PULSE BIOSCIENCES INC COM | $1,608 | 0.00% | 58 | -291 | -83.4% | -$8,068 | 减仓 |
| EWG | ISHARES MSCI GERMANY ETF | $1,613 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC COMMON STOCK | $1,616 | 0.00% | 688 | 208 | 43.3% | $489 | 加仓 |
| MRBK | MERIDIAN CORP COM | $1,622 | 0.00% | 81 | 81 | — | $1,622 | 新建仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $1,623 | 0.00% | 61 | 27 | 79.4% | $718 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC SUB VTG SHS | $1,626 | 0.00% | 155 | -155 | -50.0% | -$1,626 | 减仓 |
| WYFI | WHITEFIBER INC SHS | $1,632 | 0.00% | 42 | 42 | — | $1,632 | 新建仓 |
| CSIQ | CANADIAN SOLAR INC COM | $1,634 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME COM | $1,637 | 0.00% | 47 | -8 | -14.5% | -$279 | 减仓 |
| — | ESPERION THERAPEUTICS INC NEW COM | $1,646 | 0.00% | 521 | -426 | -45.0% | -$1,346 | 减仓 |
| HZO | MARINEMAX INC COM | $1,647 | 0.00% | 45 | -604 | -93.1% | -$2.21万 | 减仓 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $1,661 | 0.00% | 933 | -933 | -50.0% | -$1,661 | 减仓 |
| HBT | HBT FINL INC. COM | $1,664 | 0.00% | 52 | -445 | -89.5% | -$1.42万 | 减仓 |
| — | CAPITOL SERIES TRUST - HULL TACTICAL US ETF | $1,666 | 0.00% | 38 | 38 | — | $1,666 | 新建仓 |
| TBBB | BBB FOODS INC CL A COM | $1,667 | 0.00% | 40 | 40 | — | $1,667 | 新建仓 |
| PXED | PHOENIX ED PARTNERS INC COM | $1,675 | 0.00% | 51 | 33 | 183.3% | $1,084 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $1,681 | 0.00% | 33 | -195 | -85.5% | -$9,933 | 重新持有 |
| — | DEFINITIVE HEALTHCARE CORP CLASS A COM | $1,686 | 0.00% | 2,028 | 824 | 68.4% | $685 | 加仓 |
| VMD | VIEMED HEALTHCARE INC COM | $1,687 | 0.00% | 148 | -22 | -12.9% | -$251 | 减仓 |
| MTUS | METALLUS INC COM | $1,701 | 0.00% | 91 | -1,020 | -91.8% | -$1.91万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $1,702 | 0.00% | 573 | 304 | 113.0% | $903 | 加仓 |
| FRPT | FRESHPET INC COM | $1,715 | 0.00% | 29 | -939 | -97.0% | -$5.55万 | 减仓 |
| WSE | WISE GROUP PLC ORD SHS CLASS A | $1,715 | 0.00% | 144 | 144 | — | $1,715 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $1,717 | 0.00% | 734 | 337 | 84.9% | $788 | 加仓 |
| IMRX | IMMUNEERING CORP CLASS A COM | $1,722 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| RM | REGIONAL MGMT CORP COM | $1,730 | 0.00% | 42 | 13 | 44.8% | $535 | 加仓 |
| FCCO | FIRST CMNTY CORP S C COM | $1,733 | 0.00% | 53 | 25 | 89.3% | $817 | 加仓 |
| BILL | BILL HOLDINGS INC COM | $1,735 | 0.00% | 48 | -87 | -64.4% | -$3,145 | 减仓 |
| — | LMP CAP & INCOME FD INC COM | $1,737 | 0.00% | 111 | 111 | — | $1,737 | 新建仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $1,739 | 0.00% | 99 | -124 | -55.6% | -$2,178 | 减仓 |
| — | TRAVELZOO COM NEW | $1,740 | 0.00% | 149 | 63 | 73.3% | $736 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC COM NEW | $1,740 | 0.00% | 857 | 644 | 302.3% | $1,308 | 加仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $1,742 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $1,756 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | PIONEER BANCORP INC MD COM | $1,758 | 0.00% | 103 | -4 | -3.7% | -$68 | 减仓 |
| AUGO | AURA MINERALS INC SHS NEW | $1,763 | 0.00% | 28 | -97 | -77.6% | -$6,108 | 减仓 |
| — | NIAGEN BIOSCIENCE INC COM NEW | $1,770 | 0.00% | 555 | -158 | -22.2% | -$504 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC COM | $1,778 | 0.00% | 65 | -86 | -57.0% | -$2,352 | 减仓 |
| — | HEALTH CATALYST INC COM | $1,783 | 0.00% | 896 | 309 | 52.6% | $615 | 加仓 |
| DBI | DESIGNER BRANDS INC CL A | $1,790 | 0.00% | 307 | -172 | -35.9% | -$1,003 | 减仓 |
| MVBF | MVB FINL CORP COM | $1,798 | 0.00% | 62 | -266 | -81.1% | -$7,714 | 减仓 |
| EU | ENCORE ENERGY CORP COM NEW | $1,800 | 0.00% | 1,374 | 143 | 11.6% | $187 | 加仓 |
| — | LIFEVANTAGE CORP COM NEW | $1,810 | 0.00% | 290 | 115 | 65.7% | $718 | 加仓 |
| PLBC | PLUMAS BANCORP COM | $1,811 | 0.00% | 31 | 11 | 55.0% | $643 | 加仓 |
| — | EVOLUTION PETE CORP COM | $1,818 | 0.00% | 494 | 370 | 298.4% | $1,362 | 加仓 |
| — | EAGLE BANCORP MONT INC COM | $1,819 | 0.00% | 76 | 10 | 15.2% | $239 | 加仓 |
| FSBW | FS BANCORP INC COM | $1,822 | 0.00% | 42 | -272 | -86.6% | -$1.18万 | 减仓 |
| BWFG | BANKWELL FINL GROUP INC COM | $1,822 | 0.00% | 31 | 18 | 138.5% | $1,058 | 加仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $1,829 | 0.00% | 116 | 67 | 136.7% | $1,056 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $1,830 | 0.00% | 252 | 245 | 3,500.0% | $1,779 | 加仓 |
| — | FINWARD BANCORP COM | $1,839 | 0.00% | 50 | -4 | -7.4% | -$147 | 减仓 |
| BCML | BAYCOM CORP COM | $1,843 | 0.00% | 56 | -5,185 | -98.9% | -$17.06万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $1,843 | 0.00% | 72 | -30 | -29.4% | -$768 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC COM | $1,844 | 0.00% | 504 | 95 | 23.2% | $348 | 加仓 |
| — | DOCGO INC COM | $1,851 | 0.00% | 3,586 | 1,400 | 64.0% | $723 | 加仓 |
| — | CLARUS CORP NEW COM | $1,859 | 0.00% | 590 | 193 | 48.6% | $608 | 加仓 |
| — | LUCID DIAGNOSTICS INC COM | $1,860 | 0.00% | 1,738 | 1,339 | 335.6% | $1,433 | 加仓 |
| EYPT | EYEPOINT INC COM NEW | $1,873 | 0.00% | 131 | -18 | -12.1% | -$257 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC COM | $1,873 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| — | GAMESQUARE HLDGS INC COM | $1,876 | 0.00% | 4,750 | -1,000 | -17.4% | -$395 | 减仓 |
| UPB | UPSTREAM BIO INC COM | $1,882 | 0.00% | 272 | 50 | 22.5% | $346 | 加仓 |
| — | OSPREY BITCOIN TRUST | $1,883 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $1,884 | 0.00% | 125 | -28 | -18.3% | -$422 | 减仓 |
| LOVE | LOVESAC CO COM | $1,886 | 0.00% | 113 | 108 | 2,160.0% | $1,803 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN COM | $1,895 | 0.00% | 62 | 32 | 106.7% | $978 | 加仓 |
| — | FUNDRISE INNOVATION FD LLC COM SHS | $1,901 | 0.00% | 22 | 22 | — | $1,901 | 新建仓 |
| PHVS | PHARVARIS N V COM | $1,902 | 0.00% | 55 | 55 | — | $1,902 | 新建仓 |
| ERII | ENERGY RECOVERY INC COM | $1,903 | 0.00% | 211 | 1 | 0.5% | $9 | 加仓 |
| — | SIGHT SCIENCES INC COM | $1,907 | 0.00% | 352 | 91 | 34.9% | $493 | 加仓 |
| KC | KINGSOFT CLOUD HLDGS LTD ADS | $1,909 | 0.00% | 211 | -64 | -23.3% | -$579 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $1,916 | 0.00% | 152 | 26 | 20.6% | $328 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD CLASS A | $1,925 | 0.00% | 119 | 16 | 15.5% | $259 | 加仓 |
| OPRT | OPORTUN FINL CORP COM | $1,936 | 0.00% | 339 | 152 | 81.3% | $868 | 加仓 |
| — | PULMONX CORP COM | $1,938 | 0.00% | 1,491 | -3,334 | -69.1% | -$4,334 | 减仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC COM | $1,938 | 0.00% | 125 | 6 | 5.0% | $93 | 加仓 |
| ASLE | AERSALE CORPORATION COM | $1,941 | 0.00% | 307 | 158 | 106.0% | $999 | 加仓 |
| — | CENTRAL PUERTO S A SPONSORED ADR | $1,947 | 0.00% | 131 | 77 | 142.6% | $1,144 | 加仓 |
| — | NANO X IMAGING LTD ORD SHS | $1,971 | 0.00% | 1,699 | 155 | 10.0% | $180 | 加仓 |
| BRCB | BLACK ROCK COFFEE BAR INC CL A | $1,973 | 0.00% | 238 | 84 | 54.5% | $696 | 加仓 |
| — | RIVERVIEW BANCORP INC COM | $1,977 | 0.00% | 364 | 194 | 114.1% | $1,054 | 加仓 |
| PACK | RANPAK HOLDINGS CORP COM CL A | $1,988 | 0.00% | 272 | -20 | -6.8% | -$146 | 减仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $1,991 | 0.00% | 5,485 | -2,363 | -30.1% | -$858 | 减仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | $1,992 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RIGL | RIGEL PHARMACEUTICALS INC COM | $1,995 | 0.00% | 51 | 51 | — | $1,995 | 新建仓 |
| OCGN | OCUGEN INC COM | $1,997 | 0.00% | 1,305 | 55 | 4.4% | $84 | 加仓 |
| LEGH | LEGACY HOUSING CORP COM | $1,997 | 0.00% | 76 | 41 | 117.1% | $1,077 | 加仓 |
| FLXS | FLEXSTEEL INDS INC COM | $2,010 | 0.00% | 27 | 2 | 8.0% | $149 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $2,015 | 0.00% | 39 | -33 | -45.8% | -$1,705 | 减仓 |
| MYFW | FIRST WESTN FINL INC COM | $2,022 | 0.00% | 63 | 13 | 26.0% | $417 | 加仓 |
| FENC | FENNEC PHARMACEUTICALS INC COM | $2,022 | 0.00% | 188 | 8 | 4.4% | $86 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $2,028 | 0.00% | 47 | 17 | 56.7% | $734 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW COM | $2,043 | 0.00% | 95 | -409 | -81.2% | -$8,796 | 减仓 |
| STC | STEWART INFORMATION SVCS CORP COM | $2,046 | 0.00% | 31 | -198 | -86.5% | -$1.31万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $2,061 | 0.00% | 111 | 18 | 19.4% | $334 | 加仓 |
| ALCO | ALICO INC COM | $2,068 | 0.00% | 50 | -292 | -85.4% | -$1.21万 | 减仓 |
| — | NERDY INC CL A COM | $2,071 | 0.00% | 2,261 | 779 | 52.6% | $714 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH COM | $2,073 | 0.00% | 70 | -1,917 | -96.5% | -$5.68万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $2,087 | 0.00% | 86 | 0 | 0.0% | — | 不变 |