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 |
|---|---|---|---|---|---|---|---|---|
| RELX | RELX PLC SPONSORED ADR | $26.84万 | 0.01% | 8,095 | -288 | -3.4% | -$9,548 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $26.84万 | 0.01% | 9,439 | 3,033 | 47.3% | $8.62万 | 加仓 |
| RBC | RBC BEARINGS INC COM | $26.78万 | 0.01% | 493 | 183 | 59.0% | $9.94万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $26.76万 | 0.01% | 5,793 | -2,294 | -28.4% | -$10.60万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $26.74万 | 0.01% | 3,568 | 1,098 | 44.5% | $8.23万 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $26.71万 | 0.01% | 8,039 | 631 | 8.5% | $2.10万 | 加仓 |
| CPA | COPA HOLDINGS SA CL A | $26.56万 | 0.01% | 2,338 | 660 | 39.3% | $7.50万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $26.54万 | 0.01% | 807 | -469 | -36.8% | -$15.42万 | 减仓 |
| VFC | V F CORP COM | $26.51万 | 0.01% | 15,604 | 8,689 | 125.7% | $14.76万 | 加仓 |
| — | COTERRA ENERGY INC COM | $26.41万 | 0.01% | 7,515 | 289 | 4.0% | $1.02万 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $26.38万 | 0.01% | 3,497 | 3,497 | — | $26.38万 | 新建仓 |
| TRMB | TRIMBLE INC COM | $26.15万 | 0.01% | 4,010 | -630 | -13.6% | -$4.11万 | 减仓 |
| NTAP | NETAPP INC COM | $26.02万 | 0.01% | 2,542 | -818 | -24.3% | -$8.37万 | 减仓 |
| FTS | FORTIS INC COM | $25.99万 | 0.01% | 4,658 | 1,355 | 41.0% | $7.56万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $25.94万 | 0.01% | 2,340 | 16 | 0.7% | $1,774 | 加仓 |
| RMD | RESMED INC COM | $25.91万 | 0.01% | 1,154 | 363 | 45.9% | $8.15万 | 加仓 |
| TRP | TC ENERGY CORP COM | $25.87万 | 0.01% | 4,133 | -90 | -2.1% | -$5,633 | 减仓 |
| MKSI | MKS INC. COM | $25.74万 | 0.01% | 1,120 | 365 | 48.3% | $8.39万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $25.65万 | 0.01% | 1,927 | 56 | 3.0% | $7,455 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $25.65万 | 0.01% | 4,147 | 2,816 | 211.6% | $17.42万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $25.64万 | 0.01% | 4,498 | 4,086 | 991.7% | $23.29万 | 加仓 |
| BLTE | BELITE BIO INC SPONSORED ADS | $25.64万 | 0.01% | 1,608 | 10 | 0.6% | $1,594 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $25.61万 | 0.01% | 3,874 | 788 | 25.5% | $5.21万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $25.56万 | 0.01% | 1,539 | 517 | 50.6% | $8.59万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $25.31万 | 0.01% | 5,226 | 4,514 | 634.0% | $21.86万 | 加仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $25.27万 | 0.01% | 2,871 | 66 | 2.4% | $5,808 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $25.12万 | 0.01% | 5,821 | -43 | -0.7% | -$1,856 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $25.12万 | 0.01% | 1,246 | 445 | 55.6% | $8.97万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $25.12万 | 0.01% | 4,859 | 7 | 0.1% | $362 | 加仓 |
| — | ADVISORSHARES STAR GLOBAL BUY-WRITE ETF | $25.10万 | 0.01% | 5,200 | -533 | -9.3% | -$2.57万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $25.04万 | 0.01% | 5,584 | 1,924 | 52.6% | $8.63万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $24.97万 | 0.01% | 1,580 | -3 | -0.2% | -$474 | 减仓 |
| P | EVERPURE INC CL A | $24.89万 | 0.01% | 4,215 | -102 | -2.4% | -$6,022 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $24.73万 | 0.01% | 3,842 | 3,196 | 494.7% | $20.57万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $24.69万 | 0.01% | 1,724 | 502 | 41.1% | $7.19万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $24.62万 | 0.01% | 4,658 | -2,234 | -32.4% | -$11.81万 | 减仓 |
| SNX | TD SYNNEX CORPORATION COM | $24.57万 | 0.01% | 1,456 | 535 | 58.1% | $9.03万 | 加仓 |
| AZZ | AZZ INC COM | $24.54万 | 0.01% | 1,961 | 251 | 14.7% | $3.14万 | 加仓 |
| — | WEBSTER FINL CORP COM | $24.48万 | 0.01% | 3,527 | 22 | 0.6% | $1,527 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $24.47万 | 0.01% | 5,584 | -651 | -10.4% | -$2.85万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $24.40万 | 0.01% | 2,479 | 651 | 35.6% | $6.41万 | 加仓 |
| ONTO | ONTO INNOVATION INC COM | $24.38万 | 0.01% | 1,189 | 183 | 18.2% | $3.75万 | 加仓 |
| SR | SPIRE INC COM | $24.38万 | 0.01% | 2,692 | 917 | 51.7% | $8.30万 | 加仓 |
| — | HARTFORD QUALITY VALUE ETF | $24.36万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $24.27万 | 0.01% | 6,820 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF | $24.26万 | 0.01% | 4,354 | 4,354 | — | $24.26万 | 新建仓 |
| — | VANECK MORNINGSTAR INTERNATIONAL MOAT ETF | $24.14万 | 0.01% | 7,069 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC COM SER A | $24.10万 | 0.01% | 8,768 | 1,751 | 25.0% | $4.81万 | 加仓 |
| SCI | SERVICE CORP INTL COM | $24.08万 | 0.01% | 2,919 | -415 | -12.4% | -$3.42万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $24.04万 | 0.01% | 1,389 | 691 | 99.0% | $11.96万 | 加仓 |
| STNG | SCORPIO TANKERS INC SHS | $24.03万 | 0.01% | 3,218 | 350 | 12.2% | $2.61万 | 加仓 |
| PLXS | PLEXUS CORP COM | $23.94万 | 0.01% | 1,182 | 163 | 16.0% | $3.30万 | 加仓 |
| OVV | OVINTIV INC COM | $23.94万 | 0.01% | 4,032 | -1,488 | -27.0% | -$8.83万 | 减仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $23.89万 | 0.01% | 7,300 | 7,300 | — | $23.89万 | 新建仓 |
| SSNC | SS&C TECH HLDGS COM | $23.85万 | 0.01% | 3,529 | -606 | -14.7% | -$4.09万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $23.81万 | 0.01% | 4,580 | 1,019 | 28.6% | $5.30万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $23.78万 | 0.01% | 3,277 | 114 | 3.6% | $8,272 | 加仓 |
| OACP | ONEASCENT CORE PLUS BOND ETF | $23.76万 | 0.01% | 10,459 | 6,536 | 166.6% | $14.85万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $23.76万 | 0.01% | 10,422 | 3,222 | 44.8% | $7.35万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $23.68万 | 0.01% | 2,455 | 632 | 34.7% | $6.10万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $23.61万 | 0.01% | 1,460 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC COM | $23.60万 | 0.01% | 7,751 | 844 | 12.2% | $2.57万 | 加仓 |
| HUBS | HUBSPOT INC COM | $23.53万 | 0.01% | 964 | 348 | 56.5% | $8.49万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $23.51万 | 0.01% | 1,239 | 79 | 6.8% | $1.50万 | 加仓 |
| RS | RELIANCE INC COM | $23.47万 | 0.01% | 772 | 146 | 23.3% | $4.44万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $23.45万 | 0.01% | 26,119 | 8,139 | 45.3% | $7.31万 | 加仓 |
| ADT | ADT INC DEL COM | $23.31万 | 0.01% | 35,483 | -26,826 | -43.1% | -$17.62万 | 减仓 |
| APA | APA CORPORATION COM | $23.27万 | 0.01% | 5,482 | 1,181 | 27.5% | $5.01万 | 加仓 |
| WAT | WATERS CORP COM | $23.20万 | 0.01% | 779 | 412 | 112.3% | $12.27万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $23.20万 | 0.01% | 2,503 | 601 | 31.6% | $5.57万 | 加仓 |
| DASH | DOORDASH INC CL A | $23.12万 | 0.01% | 1,540 | -81 | -5.0% | -$1.22万 | 减仓 |
| GVA | GRANITE CONSTR INC COM | $23.08万 | 0.01% | 1,925 | -180 | -8.6% | -$2.16万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $23.05万 | 0.01% | 762 | -211 | -21.7% | -$6.38万 | 减仓 |
| CDW | CDW CORP COM | $23.04万 | 0.01% | 1,904 | 808 | 73.7% | $9.78万 | 加仓 |
| WEX | WEX INC COM | $22.99万 | 0.01% | 1,502 | 415 | 38.2% | $6.35万 | 加仓 |
| CVSA | COVISTA INC COM | $22.97万 | 0.01% | 1,993 | 96 | 5.1% | $1.11万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $22.95万 | 0.01% | 1,063 | 112 | 11.8% | $2.42万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $22.88万 | 0.01% | 2,390 | 407 | 20.5% | $3.90万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $22.74万 | 0.01% | 765 | 76 | 11.0% | $2.26万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $22.69万 | 0.01% | 385 | 45 | 13.2% | $2.65万 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $22.67万 | 0.01% | 14,323 | 4,288 | 42.7% | $6.79万 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $22.66万 | 0.01% | 1,580 | -467 | -22.8% | -$6.70万 | 减仓 |
| LOGI | LOGITECH INTL S A SHS | $22.64万 | 0.01% | 2,485 | 320 | 14.8% | $2.92万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $22.63万 | 0.01% | 684 | -38 | -5.3% | -$1.26万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $22.61万 | 0.01% | 4,875 | -2,018 | -29.3% | -$9.36万 | 减仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $22.61万 | 0.01% | 5,357 | 1,396 | 35.2% | $5.89万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $22.53万 | 0.01% | 9,415 | 3,215 | 51.9% | $7.69万 | 加仓 |
| PBF | PBF ENERGY INC CL A | $22.51万 | 0.01% | 4,728 | 931 | 24.5% | $4.43万 | 加仓 |
| HEI | HEICO CORP NEW COM | $22.50万 | 0.01% | 820 | 103 | 14.4% | $2.83万 | 加仓 |
| — | INSPIRE GROWTH ETF | $22.48万 | 0.01% | 6,058 | 1,963 | 47.9% | $7.28万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $22.48万 | 0.01% | 130 | 26 | 25.0% | $4.50万 | 加仓 |
| WPC | WP CAREY INC COM | $22.45万 | 0.01% | 3,303 | 626 | 23.4% | $4.25万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $22.31万 | 0.01% | 3,567 | 1,101 | 44.6% | $6.89万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $22.31万 | 0.01% | 1,783 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $22.26万 | 0.01% | 3,128 | 9 | 0.3% | $641 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $22.25万 | 0.01% | 3,216 | 406 | 14.4% | $2.81万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $22.21万 | 0.01% | 4,904 | 421 | 9.4% | $1.91万 | 加仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $22.20万 | 0.01% | 210 | 22 | 11.7% | $2.33万 | 加仓 |
| STN | STANTEC INC COM | $22.19万 | 0.01% | 2,568 | 1,052 | 69.4% | $9.09万 | 加仓 |
| ROKU | ROKU INC COM CL A | $22.03万 | 0.01% | 2,328 | -1,336 | -36.5% | -$12.64万 | 减仓 |