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 |
|---|---|---|---|---|---|---|---|---|
| L | LOEWS CORP COM | $24.99万 | 0.01% | 2,207 | -1,020 | -31.6% | -$11.55万 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $24.95万 | 0.01% | 6,548 | -3,488 | -34.8% | -$13.29万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $24.95万 | 0.01% | 6,097 | -5,854 | -49.0% | -$23.95万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $24.94万 | 0.01% | 1,821 | -886 | -32.7% | -$12.14万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $24.85万 | 0.01% | 745 | -414 | -35.7% | -$13.81万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $24.83万 | 0.01% | 1,750 | -33 | -1.9% | -$4,682 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $24.77万 | 0.01% | 1,145 | -992 | -46.4% | -$21.46万 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $24.55万 | 0.01% | 1,849 | -339 | -15.5% | -$4.50万 | 减仓 |
| DXCM | DEXCOM INC COM | $24.50万 | 0.01% | 3,638 | 1,409 | 63.2% | $9.49万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $24.50万 | 0.01% | 2,523 | -1,881 | -42.7% | -$18.26万 | 减仓 |
| WAT | WATERS CORP COM | $24.42万 | 0.01% | 651 | -128 | -16.4% | -$4.80万 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $24.38万 | 0.01% | 9,437 | -3,949 | -29.5% | -$10.20万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $24.36万 | 0.01% | 11,958 | 2,425 | 25.4% | $4.94万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $24.32万 | 0.01% | 1,186 | -972 | -45.0% | -$19.93万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $24.10万 | 0.01% | 1,553 | -524 | -25.2% | -$8.13万 | 减仓 |
| YUM | YUM BRANDS INC COM | $24.09万 | 0.01% | 1,507 | -419 | -21.8% | -$6.70万 | 减仓 |
| IDA | IDACORP INC COM | $24.03万 | 0.01% | 1,588 | 125 | 8.5% | $1.89万 | 加仓 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $23.96万 | 0.01% | 2,373 | -2,022 | -46.0% | -$20.42万 | 减仓 |
| LSTR | LANDSTAR SYS INC COM | $23.91万 | 0.01% | 1,156 | -100 | -8.0% | -$2.07万 | 减仓 |
| E | ENI SPA SPONSORED ADR | $23.89万 | 0.01% | 5,098 | -2,303 | -31.1% | -$10.79万 | 减仓 |
| LII | LENNOX INTL INC COM | $23.85万 | 0.01% | 416 | -55 | -11.7% | -$3.15万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $23.85万 | 0.01% | 1,266 | -273 | -17.7% | -$5.14万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $23.83万 | 0.01% | 2,732 | 253 | 10.2% | $2.21万 | 加仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $23.71万 | 0.01% | 8,451 | 8,451 | — | $23.71万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $23.62万 | 0.01% | 4,674 | -910 | -16.3% | -$4.60万 | 减仓 |
| — | VANECK MORNINGSTAR INTERNATIONAL MOAT ETF | $23.50万 | 0.01% | 7,069 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $23.49万 | 0.01% | 17,689 | -6,275 | -26.2% | -$8.33万 | 减仓 |
| KVUE | KENVUE INC COM | $23.41万 | 0.01% | 12,251 | -11,994 | -49.5% | -$22.92万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $23.29万 | 0.01% | 1,095 | -692 | -38.7% | -$14.72万 | 减仓 |
| CVSA | COVISTA INC COM | $23.25万 | 0.01% | 1,865 | -128 | -6.4% | -$1.60万 | 减仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $23.23万 | 0.01% | 8,871 | -1,085 | -10.9% | -$2.84万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $23.14万 | 0.01% | 1,680 | 100 | 6.3% | $1.38万 | 加仓 |
| POWI | POWER INTEGRATIONS INC COM | $23.05万 | 0.01% | 2,752 | 1,938 | 238.1% | $16.23万 | 加仓 |
| AA | ALCOA CORP COM | $23.00万 | 0.01% | 4,412 | -1,071 | -19.5% | -$5.58万 | 减仓 |
| SECT | MAIN SECTOR ROTATION ETF | $23.00万 | 0.01% | 3,192 | -3,192 | -50.0% | -$23.00万 | 减仓 |
| TWLO | TWILIO INC CL A | $22.99万 | 0.01% | 1,114 | -291 | -20.7% | -$6.00万 | 减仓 |
| PODD | INSULET CORP COM | $22.96万 | 0.01% | 1,508 | -106 | -6.6% | -$1.61万 | 减仓 |
| PACS | PACS GROUP INC COM SHS | $22.86万 | 0.01% | 5,362 | 298 | 5.9% | $1.27万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $22.81万 | 0.01% | 1,166 | 657 | 129.1% | $12.85万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $22.78万 | 0.01% | 7,167 | -133 | -1.8% | -$4,227 | 减仓 |
| CGNX | COGNEX CORP COM | $22.72万 | 0.01% | 3,137 | -751 | -19.3% | -$5.44万 | 减仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $22.71万 | 0.01% | 4,589 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $22.69万 | 0.01% | 6,720 | -4,870 | -42.0% | -$16.44万 | 减仓 |
| RMD | RESMED INC COM | $22.69万 | 0.01% | 1,164 | 10 | 0.9% | $1,949 | 加仓 |
| ENS | ENERSYS COM | $22.57万 | 0.01% | 965 | -131 | -12.0% | -$3.06万 | 减仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $22.54万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $22.51万 | 0.01% | 9,768 | -497 | -4.8% | -$1.15万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $22.46万 | 0.01% | 3,926 | -2,919 | -42.6% | -$16.70万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $22.37万 | 0.01% | 3,680 | -9,082 | -71.2% | -$55.21万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $22.35万 | 0.01% | 8,384 | 852 | 11.3% | $2.27万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $22.33万 | 0.01% | 854 | -482 | -36.1% | -$12.60万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $22.32万 | 0.01% | 25,512 | 11,704 | 84.8% | $10.24万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $22.28万 | 0.01% | 2,704 | -333 | -11.0% | -$2.74万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $22.28万 | 0.01% | 5,641 | -1,032 | -15.5% | -$4.08万 | 减仓 |
| TXG | 10X GENOMICS INC CL A COM | $22.23万 | 0.01% | 5,797 | -1,389 | -19.3% | -$5.33万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $22.11万 | 0.01% | 1,588 | -339 | -17.6% | -$4.72万 | 减仓 |
| PNR | PENTAIR PLC SHS | $22.11万 | 0.01% | 2,884 | -1,142 | -28.4% | -$8.76万 | 减仓 |
| BOX | BOX INC CL A | $22.08万 | 0.01% | 8,319 | 2,169 | 35.3% | $5.76万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $21.95万 | 0.01% | 2,202 | -905 | -29.1% | -$9.02万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $21.94万 | 0.01% | 1,346 | -378 | -21.9% | -$6.16万 | 减仓 |
| KR | KROGER CO COM | $21.91万 | 0.01% | 3,946 | -1,073 | -21.4% | -$5.96万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $21.75万 | 0.01% | 510 | 510 | — | $21.75万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $21.69万 | 0.01% | 6,861 | 1,957 | 39.9% | $6.19万 | 加仓 |
| EVRG | EVERGY INC COM | $21.68万 | 0.01% | 2,508 | -109 | -4.2% | -$9,421 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $21.59万 | 0.01% | 5,007 | -5,016 | -50.0% | -$21.62万 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS | $21.55万 | 0.01% | 4,659 | -5,218 | -52.8% | -$24.14万 | 减仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $21.36万 | 0.01% | 24,331 | -11,272 | -31.7% | -$9.90万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $21.34万 | 0.01% | 3,253 | -179 | -5.2% | -$1.17万 | 减仓 |
| P | EVERPURE INC CL A | $21.31万 | 0.01% | 2,705 | -1,510 | -35.8% | -$11.90万 | 减仓 |
| CVLT | COMMVAULT SYS INC COM | $21.26万 | 0.01% | 1,500 | 258 | 20.8% | $3.66万 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $21.22万 | 0.01% | 8,216 | -552 | -6.3% | -$1.43万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $21.20万 | 0.01% | 2,704 | -863 | -24.2% | -$6.77万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $21.09万 | 0.01% | 5,412 | 3,872 | 251.4% | $15.09万 | 加仓 |
| XYL | XYLEM INC COM | $21.02万 | 0.01% | 1,778 | 440 | 32.9% | $5.20万 | 加仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $21.00万 | 0.01% | 6,530 | -5,010 | -43.4% | -$16.11万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $20.99万 | 0.01% | 16,136 | -3,272 | -16.9% | -$4.26万 | 减仓 |
| ROKU | ROKU INC COM CL A | $20.97万 | 0.01% | 1,518 | -810 | -34.8% | -$11.19万 | 减仓 |
| — | GLOBAL X MSCI COLOMBIA ETF | $20.91万 | 0.01% | 5,021 | 4,239 | 542.1% | $17.66万 | 加仓 |
| DUOL | DUOLINGO INC CL A COM | $20.80万 | 0.01% | 1,808 | 1,586 | 714.4% | $18.24万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $20.77万 | 0.01% | 533 | -402 | -43.0% | -$15.66万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $20.73万 | 0.01% | 2,307 | 2,307 | — | $20.73万 | 新建仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $20.73万 | 0.01% | 11,756 | -6,489 | -35.6% | -$11.44万 | 减仓 |
| AER | AERCAP HOLDINGS NV SHS | $20.70万 | 0.01% | 1,420 | -893 | -38.6% | -$13.02万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $20.69万 | 0.01% | 2,612 | -665 | -20.3% | -$5.27万 | 减仓 |
| THG | HANOVER INS GROUP INC COM | $20.64万 | 0.01% | 964 | -163 | -14.5% | -$3.49万 | 减仓 |
| VFC | V F CORP COM | $20.55万 | 0.01% | 12,320 | -3,284 | -21.0% | -$5.48万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $20.54万 | 0.01% | 3,919 | -2,173 | -35.7% | -$11.39万 | 减仓 |
| UDOW | PROSHARES ULTRAPRO DOW30 | $20.54万 | 0.01% | 2,930 | 1,653 | 129.4% | $11.59万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $20.51万 | 0.01% | 6,267 | -6,218 | -49.8% | -$20.35万 | 减仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $20.47万 | 0.01% | 5,756 | -2,283 | -28.4% | -$8.12万 | 减仓 |
| HRB | BLOCK H & R INC COM | $20.40万 | 0.01% | 5,358 | 1,996 | 59.4% | $7.60万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $20.34万 | 0.01% | 1,724 | -1,264 | -42.3% | -$14.91万 | 减仓 |
| SF | STIFEL FINL CORP COM | $20.32万 | 0.01% | 2,912 | -2,697 | -48.1% | -$18.82万 | 减仓 |
| CSGP | COSTAR GROUP INC COM | $20.27万 | 0.01% | 7,157 | 4,436 | 163.0% | $12.56万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $20.26万 | 0.01% | 724 | -799 | -52.5% | -$22.36万 | 减仓 |
| TRP | TC ENERGY CORP COM | $20.22万 | 0.01% | 3,050 | -1,083 | -26.2% | -$7.18万 | 减仓 |
| INVH | INVITATION HOMES INC COM | $20.18万 | 0.01% | 6,681 | 706 | 11.8% | $2.13万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $20.17万 | 0.01% | 2,612 | 855 | 48.7% | $6.60万 | 加仓 |
| MTG | MGIC INVT CORP WIS COM | $20.11万 | 0.01% | 7,130 | -6,180 | -46.4% | -$17.43万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $20.08万 | 0.01% | 6,000 | -5,952 | -49.8% | -$19.91万 | 减仓 |