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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -3,292 | -100.0% | -$146.84万 | 清仓 |
| — | FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/51 | $0 | 0.00% | 0 | -26,089 | -100.0% | -$104.49万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -29,347 | -100.0% | -$89.63万 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -5,158 | -100.0% | -$52.38万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -4,831 | -100.0% | -$42.00万 | 清仓 |
| — | SYNOVUS FINL CORP COM NEW | $0 | 0.00% | 0 | -7,789 | -100.0% | -$38.98万 | 清仓 |
| — | CONFLUENT INC CLASS A COM | $0 | 0.00% | 0 | -11,451 | -100.0% | -$34.63万 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -3,266 | -100.0% | -$22.59万 | 清仓 |
| — | LARGO INC COM | $0 | 0.00% | 0 | -126,561 | -100.0% | -$11.86万 | 清仓 |
| — | CADENCE BANK COM | $0 | 0.00% | 0 | -2,505 | -100.0% | -$10.73万 | 清仓 |
| AGOX | ADAPTIVE ALPHA OPPORTUNITIES ETF | $0 | 0.00% | 0 | -3,176 | -100.0% | -$9.07万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARENT COM | $0 | 0.00% | 0 | -2,359 | -100.0% | -$8.98万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM T COM | $0 | 0.00% | 0 | -17,000 | -100.0% | -$8.16万 | 清仓 |
| — | TELEFONICA S A SPONSORED ADR | $0 | 0.00% | 0 | -19,848 | -100.0% | -$8.04万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC COM | $0 | 0.00% | 0 | -5,210 | -100.0% | -$7.38万 | 清仓 |
| — | REV GROUP INC COM | $0 | 0.00% | 0 | -1,152 | -100.0% | -$7.01万 | 清仓 |
| — | CIDARA THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -314 | -100.0% | -$6.94万 | 清仓 |
| — | SIGNING DAY SPORTS INC COMMON STOCK | $0 | 0.00% | 0 | -67,300 | -100.0% | -$6.36万 | 清仓 |
| — | CIVITAS RESOURCES INC COM NEW | $0 | 0.00% | 0 | -2,203 | -100.0% | -$5.97万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC COM | $0 | 0.00% | 0 | -4,250 | -100.0% | -$4.59万 | 清仓 |
| — | TEGNA INC COM | $0 | 0.00% | 0 | -2,293 | -100.0% | -$4.45万 | 清仓 |
| — | TREEHOUSE FOODS INC COM | $0 | 0.00% | 0 | -1,831 | -100.0% | -$4.32万 | 清仓 |
| — | NEW GOLD INC CDA COM | $0 | 0.00% | 0 | -4,666 | -100.0% | -$4.06万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II COM | $0 | 0.00% | 0 | -3,354 | -100.0% | -$3.50万 | 清仓 |
| — | PDD 270617C00120000 PDD HOLDINGS INC CLL OPT 06/27 105.0 CAL 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$3.19万 | 清仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$3.10万 | 清仓 |
| — | HILLENBRAND INC COM | $0 | 0.00% | 0 | -916 | -100.0% | -$2.91万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION COM | $0 | 0.00% | 0 | -708 | -100.0% | -$2.82万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $0 | 0.00% | 0 | -3,100 | -100.0% | -$2.81万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW COM | $0 | 0.00% | 0 | -1,337 | -100.0% | -$2.76万 | 清仓 |
| — | OLYMPIC STEEL INC COM | $0 | 0.00% | 0 | -641 | -100.0% | -$2.74万 | 清仓 |
| — | SAPIENS INTL CORP N V SHS | $0 | 0.00% | 0 | -623 | -100.0% | -$2.71万 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NEW COM | $0 | 0.00% | 0 | -645 | -100.0% | -$2.48万 | 清仓 |
| — | DIS 260220C00120000 DISNEY WALT CO CLL OPT 02/26 120.0 CAL 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.31万 | 清仓 |
| ZROZ | PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -350 | -100.0% | -$2.25万 | 清仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD COM | $0 | 0.00% | 0 | -1,500 | -100.0% | -$2.15万 | 清仓 |
| — | BROOKFIELD BUSINESS CORP CL A EXC SUB VTG | $0 | 0.00% | 0 | -548 | -100.0% | -$1.97万 | 清仓 |
| — | AGILON HEALTH INC COM | $0 | 0.00% | 0 | -27,610 | -100.0% | -$1.90万 | 清仓 |
| — | JAMF HLDG CORP COM | $0 | 0.00% | 0 | -1,301 | -100.0% | -$1.69万 | 清仓 |
| — | RECKONER YIELD ENHANCED AAA CLO ETF | $0 | 0.00% | 0 | -637 | -100.0% | -$1.59万 | 清仓 |
| — | GUESS INC COM | $0 | 0.00% | 0 | -874 | -100.0% | -$1.46万 | 清仓 |
| — | GRANITESHARES 2X SHORT NVDA DAILY ETF | $0 | 0.00% | 0 | -2,025 | -100.0% | -$1.45万 | 清仓 |
| — | FORGE GLOBAL HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -320 | -100.0% | -$1.43万 | 清仓 |
| SQQQ | PROSHARES ULTRAPRO SHORT QQQ | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ZEEKR INTELLIGENT TECHNOLOGY SPON ADS | $0 | 0.00% | 0 | -522 | -100.0% | -$1.36万 | 清仓 |
| — | EVENTBRITE INC COM CL A | $0 | 0.00% | 0 | -2,709 | -100.0% | -$1.21万 | 清仓 |
| — | DIREXION DAILY ENERGY BULL 2X SHARES | $0 | 0.00% | 0 | -200 | -100.0% | -$1.12万 | 清仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - NOVEMBER | $0 | 0.00% | 0 | -500 | -100.0% | -$9,585 | 清仓 |
| — | AVIDITY BIOSCIENCES INC COM | $0 | 0.00% | 0 | -121 | -100.0% | -$8,728 | 清仓 |
| — | CITY OFFICE REIT INC COM | $0 | 0.00% | 0 | -1,248 | -100.0% | -$8,725 | 清仓 |
| — | MACKENZIE RLTY CAP INC COM NEW | $0 | 0.00% | 0 | -2,144 | -100.0% | -$8,721 | 清仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $0 | 0.00% | 0 | -169 | -100.0% | -$8,227 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$8,163 | 清仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $0 | 0.00% | 0 | -341 | -100.0% | -$7,800 | 清仓 |
| — | MIDDLEFIELD BANC CORP COM NEW | $0 | 0.00% | 0 | -194 | -100.0% | -$6,701 | 清仓 |
| — | TRADR 1X SHORT INNOVATION DAILY ETF | $0 | 0.00% | 0 | -209 | -100.0% | -$6,324 | 清仓 |
| — | PROSHARES ULTRASHORT S&P 500 | $0 | 0.00% | 0 | -92 | -100.0% | -$6,301 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC COM SHS | $0 | 0.00% | 0 | -259 | -100.0% | -$5,581 | 清仓 |
| — | CUREVAC N V COM | $0 | 0.00% | 0 | -1,095 | -100.0% | -$4,950 | 清仓 |
| CLBT | CELLEBRITE DI LTD ORDINARY SHARES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MERUS N V COM | $0 | 0.00% | 0 | -53 | -100.0% | -$4,770 | 清仓 |
| RNW | RENEW ENERGY GLOBAL PLC CL A SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OPPORTUNISTIC TRADER ETF | $0 | 0.00% | 0 | -190 | -100.0% | -$4,186 | 清仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $0 | 0.00% | 0 | -49 | -100.0% | -$3,893 | 清仓 |
| — | DENNYS CORP COM | $0 | 0.00% | 0 | -558 | -100.0% | -$3,470 | 清仓 |
| — | DEFINIUM THERAPEUTICS INC COM SHS | $0 | 0.00% | 0 | -254 | -100.0% | -$3,401 | 清仓 |
| — | YATSEN HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -850 | -100.0% | -$3,307 | 清仓 |
| AFYA | AFYA LTD CL A COM | $0 | 0.00% | 0 | -190 | -100.0% | -$2,928 | 清仓 |
| — | AMTD DIGITAL INC SPONSORED ADS | $0 | 0.00% | 0 | -2,249 | -100.0% | -$2,856 | 清仓 |
| — | ISHARES IBONDS OCT 2026 TERM TIPS ETF | $0 | 0.00% | 0 | -109 | -100.0% | -$2,785 | 清仓 |
| — | VIOMI TECHNOLOGY CO LTD SPONSORED ADS | $0 | 0.00% | 0 | -1,430 | -100.0% | -$2,631 | 清仓 |
| PTRN | PATTERN GROUP INC COM SER A | $0 | 0.00% | 0 | -214 | -100.0% | -$2,470 | 清仓 |
| — | ADVANCED FLOWER CAP INC COM | $0 | 0.00% | 0 | -840 | -100.0% | -$2,394 | 清仓 |
| — | ADVANTAGE SOLUTIONS INC COM CL A | $0 | 0.00% | 0 | -2,632 | -100.0% | -$2,317 | 清仓 |
| — | PLYMOUTH INDL REIT INC COM | $0 | 0.00% | 0 | -88 | -100.0% | -$1,926 | 清仓 |
| — | SOHO HOUSE & CO INC COM CL A | $0 | 0.00% | 0 | -182 | -100.0% | -$1,631 | 清仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FUBOTV INC CLASS A COM SHS | $0 | 0.00% | 0 | -525 | -100.0% | -$1,323 | 清仓 |
| — | FIRST SVGS FINL GROUP INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1,275 | 清仓 |
| — | SOFI NEXT 500 ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$1,237 | 清仓 |
| — | TRUECAR INC COM | $0 | 0.00% | 0 | -538 | -100.0% | -$1,216 | 清仓 |
| — | CANGO INC ORD CL A | $0 | 0.00% | 0 | -765 | -100.0% | -$1,148 | 清仓 |
| — | LYRA THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -338 | -100.0% | -$1,041 | 清仓 |
| — | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$995 | 清仓 |
| — | ACRIVON THERAPEUTICS INC COMMON STOCK | $0 | 0.00% | 0 | -373 | -100.0% | -$899 | 清仓 |
| — | BANKFINANCIAL CORP COM | $0 | 0.00% | 0 | -71 | -100.0% | -$852 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP COM NEW | $0 | 0.00% | 0 | -55 | -100.0% | -$846 | 清仓 |
| — | FIDELITY ETHEREUM FUND ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$835 | 清仓 |
| — | PROSHARES ULTRASHORT GOLD | $0 | 0.00% | 0 | -27 | -100.0% | -$706 | 清仓 |
| — | RAPT THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$678 | 清仓 |
| — | GENELUX CORPORATION COM | $0 | 0.00% | 0 | -150 | -100.0% | -$654 | 清仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$646 | 清仓 |
| SRAD | SPORTRADAR GROUP AG CLASS A ORD SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSTK | SHUTTERSTOCK INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TELOMIR PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -379 | -100.0% | -$504 | 清仓 |
| — | NOVONIX LIMITED SPONSORED ADS | $0 | 0.00% | 0 | -469 | -100.0% | -$474 | 清仓 |
| — | SYNCHRONOSS TECHNOLOGIES INC COM NEW | $0 | 0.00% | 0 | -51 | -100.0% | -$437 | 清仓 |
| — | ALARUM TECHNOLOGIES LTD SPONSORD ADS NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$429 | 清仓 |
| TUYA | TUYA INC SPONSERED ADS | $0 | 0.00% | 0 | -202 | -100.0% | -$426 | 清仓 |