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 |
|---|---|---|---|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $21.97万 | 0.01% | 8,729 | 3,045 | 53.6% | $7.66万 | 加仓 |
| LII | LENNOX INTL INC COM | $21.88万 | 0.01% | 471 | 126 | 36.5% | $5.85万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $21.84万 | 0.01% | 969 | 433 | 80.8% | $9.76万 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $21.83万 | 0.01% | 7,154 | 2,312 | 47.7% | $7.06万 | 加仓 |
| OC | OWENS CORNING NEW COM | $21.82万 | 0.01% | 2,016 | 1,047 | 108.0% | $11.33万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $21.78万 | 0.01% | 725 | -122 | -14.4% | -$3.67万 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $21.73万 | 0.01% | 4,744 | 368 | 8.4% | $1.69万 | 加仓 |
| — | NEXTPLAT CORP COM NEW | $21.60万 | 0.01% | 580,686 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $21.60万 | 0.01% | 18,714 | 511 | 2.8% | $5,897 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $21.51万 | 0.01% | 8,107 | 1,843 | 29.4% | $4.89万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $21.50万 | 0.01% | 1,092 | 398 | 57.3% | $7.83万 | 加仓 |
| ALC | ALCON AG ORD SHS | $21.49万 | 0.01% | 2,852 | 936 | 48.9% | $7.05万 | 加仓 |
| CACI | CACI INTL INC CL A | $21.48万 | 0.01% | 395 | 35 | 9.7% | $1.90万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $21.47万 | 0.01% | 2,478 | 413 | 20.0% | $3.58万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $21.47万 | 0.01% | 1,095 | 31 | 2.9% | $6,077 | 加仓 |
| EVRG | EVERGY INC COM | $21.44万 | 0.01% | 2,617 | 644 | 32.6% | $5.28万 | 加仓 |
| TREX | TREX INC COM | $21.36万 | 0.01% | 5,865 | 1,781 | 43.6% | $6.49万 | 加仓 |
| VNT | VONTIER CORPORATION COM | $21.18万 | 0.01% | 5,971 | 2,440 | 69.1% | $8.66万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $21.18万 | 0.01% | 640 | -421 | -39.7% | -$13.93万 | 减仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $21.17万 | 0.01% | 4,589 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $21.14万 | 0.01% | 5,318 | -24,655 | -82.3% | -$97.99万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $21.07万 | 0.01% | 1,455 | 113 | 8.4% | $1.64万 | 加仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $21.00万 | 0.01% | 34,834 | 14,293 | 69.6% | $8.62万 | 加仓 |
| ASH | ASHLAND INC COM | $20.93万 | 0.01% | 3,763 | -237 | -5.9% | -$1.32万 | 减仓 |
| IDA | IDACORP INC COM | $20.92万 | 0.01% | 1,463 | 264 | 22.0% | $3.77万 | 加仓 |
| UVXY | PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF | $20.91万 | 0.01% | 3,998 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $20.90万 | 0.01% | 426 | -93 | -17.9% | -$4.56万 | 减仓 |
| PHM | PULTE GROUP INC COM | $20.88万 | 0.01% | 1,775 | 530 | 42.6% | $6.24万 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $20.87万 | 0.01% | 1,443 | 232 | 19.2% | $3.36万 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $20.83万 | 0.01% | 1,902 | 351 | 22.6% | $3.84万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $20.82万 | 0.01% | 1,875 | 545 | 41.0% | $6.05万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $20.75万 | 0.01% | 3,157 | 2,380 | 306.3% | $15.64万 | 加仓 |
| NWSA | NEWS CORP NEW CL A | $20.69万 | 0.01% | 8,299 | 1,739 | 26.5% | $4.34万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $20.68万 | 0.01% | 7,532 | 2,007 | 36.3% | $5.51万 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $20.64万 | 0.01% | 2,493 | 751 | 43.1% | $6.22万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $20.61万 | 0.01% | 2,129 | -499 | -19.0% | -$4.83万 | 减仓 |
| SSO | PROSHARES ULTRA S&P 500 | $20.61万 | 0.01% | 3,972 | 377 | 10.5% | $1.96万 | 加仓 |
| KEY | KEYCORP COM | $20.58万 | 0.01% | 10,265 | 522 | 5.4% | $1.05万 | 加仓 |
| PPL | PPL CORP COM | $20.50万 | 0.01% | 5,366 | 849 | 18.8% | $3.24万 | 加仓 |
| SH | PROSHARES SHORT S&P500 | $20.49万 | 0.01% | 5,401 | 5,229 | 3,040.1% | $19.83万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $20.43万 | 0.01% | 2,482 | 985 | 65.8% | $8.11万 | 加仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $20.43万 | 0.01% | 6,427 | 1,602 | 33.2% | $5.09万 | 加仓 |
| INGR | INGREDION INC COM | $20.42万 | 0.01% | 1,812 | 784 | 76.3% | $8.83万 | 加仓 |
| IR | INGERSOLL RAND INC COM | $20.38万 | 0.01% | 2,545 | 120 | 4.9% | $9,611 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $20.34万 | 0.01% | 817 | 18 | 2.3% | $4,482 | 加仓 |
| AEE | AMEREN CORP COM | $20.30万 | 0.01% | 1,847 | 544 | 41.7% | $5.98万 | 加仓 |
| XLU | Utilities Select Sector SPDR ETF | $20.30万 | 0.01% | 4,423 | -10 | -0.2% | -$459 | 减仓 |
| ESTC | ELASTIC N V ORD SHS | $20.27万 | 0.01% | 4,054 | -4,994 | -55.2% | -$24.97万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $20.19万 | 0.01% | 2,618 | -2,288 | -46.6% | -$17.64万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $20.18万 | 0.01% | 3,626 | 672 | 22.7% | $3.74万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $20.18万 | 0.01% | 2,282 | -955 | -29.5% | -$8.44万 | 减仓 |
| LSTR | LANDSTAR SYS INC COM | $20.14万 | 0.01% | 1,256 | 719 | 133.9% | $11.53万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $20.12万 | 0.01% | 4,075 | 1,975 | 94.0% | $9.75万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $20.10万 | 0.01% | 4,718 | 892 | 23.3% | $3.80万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $20.08万 | 0.01% | 4,961 | -18 | -0.4% | -$728 | 减仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $20.07万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $20.07万 | 0.01% | 1,643 | 729 | 79.8% | $8.90万 | 加仓 |
| MTDR | MATADOR RES CO COM | $20.04万 | 0.01% | 3,172 | 858 | 37.1% | $5.42万 | 加仓 |
| SLVP | ISHARES MSCI GLOBAL SILVER MINERS ETF | $20.00万 | 0.01% | 5,640 | 26 | 0.5% | $922 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $19.99万 | 0.01% | 992 | 232 | 30.5% | $4.68万 | 加仓 |
| DOCU | DOCUSIGN INC COM | $19.99万 | 0.01% | 4,217 | 2,681 | 174.5% | $12.71万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $19.90万 | 0.01% | 3,443 | 811 | 30.8% | $4.69万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $19.86万 | 0.01% | 3,825 | -664 | -14.8% | -$3.45万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $19.81万 | 0.01% | 1,484 | 29 | 2.0% | $3,870 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $19.76万 | 0.01% | 515 | -531 | -50.8% | -$20.38万 | 减仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $19.74万 | 0.01% | 4,128 | 742 | 21.9% | $3.55万 | 加仓 |
| KT | KT CORP SPONSORED ADR | $19.57万 | 0.01% | 9,122 | 2,653 | 41.0% | $5.69万 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $19.54万 | 0.01% | 1,127 | 59 | 5.5% | $1.02万 | 加仓 |
| HPQ | HP INC COM | $19.47万 | 0.01% | 10,137 | -3,444 | -25.4% | -$6.62万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $19.46万 | 0.01% | 9,533 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC COM | $19.45万 | 0.01% | 3,689 | 1,482 | 67.1% | $7.81万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $19.42万 | 0.01% | 1,496 | 97 | 6.9% | $1.26万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $19.41万 | 0.01% | 4,311 | 943 | 28.0% | $4.25万 | 加仓 |
| BRO | BROWN & BROWN INC COM | $19.40万 | 0.01% | 2,976 | 2,134 | 253.4% | $13.91万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $19.40万 | 0.01% | 3,001 | 48 | 1.6% | $3,102 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $19.34万 | 0.01% | 10,731 | 469 | 4.6% | $8,451 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $19.28万 | 0.01% | 537 | 344 | 178.2% | $12.35万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $19.28万 | 0.01% | 5,131 | 508 | 11.0% | $1.91万 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $19.27万 | 0.01% | 23,964 | 9,138 | 61.6% | $7.35万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $19.13万 | 0.01% | 3,576 | 1,006 | 39.1% | $5.38万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $19.12万 | 0.01% | 3,774 | 1,173 | 45.1% | $5.94万 | 加仓 |
| CGNX | COGNEX CORP COM | $19.05万 | 0.01% | 3,888 | 888 | 29.6% | $4.35万 | 加仓 |
| ENS | ENERSYS COM | $19.04万 | 0.01% | 1,096 | 410 | 59.8% | $7.12万 | 加仓 |
| MKL | MARKEL GROUP INC COM | $18.95万 | 0.01% | 99 | 17 | 20.7% | $3.25万 | 加仓 |
| — | MASIMO CORP COM | $18.93万 | 0.01% | 1,064 | 88 | 9.0% | $1.57万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $18.91万 | 0.01% | 2,026 | 818 | 67.7% | $7.63万 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $18.84万 | 0.01% | 258 | 53 | 25.9% | $3.87万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $18.83万 | 0.01% | 2,188 | 282 | 14.8% | $2.43万 | 加仓 |
| CNH | CNH INDL N V SHS | $18.80万 | 0.01% | 17,093 | 2,920 | 20.6% | $3.21万 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $18.80万 | 0.01% | 1,099 | 102 | 10.2% | $1.74万 | 加仓 |
| ATR | APTARGROUP INC COM | $18.79万 | 0.01% | 1,491 | 521 | 53.7% | $6.57万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $18.76万 | 0.01% | 2,319 | -448 | -16.2% | -$3.63万 | 减仓 |
| SNA | SNAP ON INC COM | $18.72万 | 0.01% | 515 | 87 | 20.3% | $3.16万 | 加仓 |
| POOL | POOL CORP COM | $18.68万 | 0.01% | 923 | 243 | 35.7% | $4.92万 | 加仓 |
| — | VIRTUS KAR MID-CAP ETF | $18.65万 | 0.01% | 7,822 | -822 | -9.5% | -$1.96万 | 减仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $18.64万 | 0.01% | 5,349 | 2,007 | 60.1% | $6.99万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM | $18.59万 | 0.01% | 4,154 | 1,590 | 62.0% | $7.12万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $18.50万 | 0.01% | 1,809 | -342 | -15.9% | -$3.50万 | 减仓 |
| VSAT | VIASAT INC COM | $18.44万 | 0.01% | 4,026 | 1,766 | 78.1% | $8.09万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $18.41万 | 0.01% | 4,462 | 499 | 12.6% | $2.06万 | 加仓 |