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 |
|---|---|---|---|---|---|---|---|---|
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $18.36万 | 0.01% | 8,682 | -288 | -3.2% | -$6,091 | 减仓 |
| STT | STATE STR CORP COM | $18.36万 | 0.01% | 1,450 | 153 | 11.8% | $1.94万 | 加仓 |
| PII | POLARIS INC COM | $18.35万 | 0.01% | 3,367 | 552 | 19.6% | $3.01万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $18.33万 | 0.01% | 5,036 | 1,037 | 25.9% | $3.77万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $18.32万 | 0.01% | 4,549 | 1,250 | 37.9% | $5.03万 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $18.29万 | 0.01% | 5,293 | 2,390 | 82.3% | $8.26万 | 加仓 |
| — | VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF | $18.25万 | 0.01% | 7,342 | 85 | 1.2% | $2,113 | 加仓 |
| APTV | APTIV PLC COM SHS | $18.22万 | 0.01% | 2,624 | 141 | 5.7% | $9,791 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $18.21万 | 0.01% | 532 | -169 | -24.1% | -$5.79万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $18.14万 | 0.01% | 3,719 | 1,370 | 58.3% | $6.68万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $18.14万 | 0.01% | 2,230 | 739 | 49.6% | $6.01万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $18.12万 | 0.01% | 1,898 | -1,388 | -42.2% | -$13.25万 | 减仓 |
| CLX | CLOROX CO DEL COM | $18.02万 | 0.01% | 1,739 | 783 | 81.9% | $8.11万 | 加仓 |
| — | PACER CASH COWS FUND OF FUNDS ETF | $17.98万 | 0.01% | 3,931 | 2,178 | 124.2% | $9.96万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $17.96万 | 0.01% | 1,993 | 319 | 19.1% | $2.87万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $17.91万 | 0.01% | 1,887 | 1,081 | 134.1% | $10.26万 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $17.88万 | 0.01% | 8,386 | 5,900 | 237.3% | $12.58万 | 加仓 |
| CDL | VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $17.79万 | 0.01% | 2,388 | 14 | 0.6% | $1,043 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $17.71万 | 0.01% | 3,544 | -171 | -4.6% | -$8,543 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $17.70万 | 0.01% | 14,688 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $17.68万 | 0.01% | 1,405 | 324 | 30.0% | $4.08万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $17.66万 | 0.01% | 3,869 | 32 | 0.8% | $1,461 | 加仓 |
| PSO | PEARSON PLC SPONSORED ADR | $17.53万 | 0.01% | 13,350 | 3,080 | 30.0% | $4.04万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $17.45万 | 0.01% | 2,646 | 458 | 20.9% | $3.02万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $17.38万 | 0.01% | 953 | 423 | 79.8% | $7.71万 | 加仓 |
| DRD | DRDGOLD LIMITED SPON ADR REPSTG | $17.31万 | 0.01% | 5,895 | 1,059 | 21.9% | $3.11万 | 加仓 |
| OR | OR ROYALTIES INC. COM SHS | $17.26万 | 0.01% | 4,539 | 2,209 | 94.8% | $8.40万 | 加仓 |
| — | AMAZON COM INC CLL OPT 12/27 230.0 CAL 看涨期权 | $17.25万 | 0.01% | 600 | 300 | 100.0% | $8.63万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $17.23万 | 0.01% | 1,886 | 677 | 56.0% | $6.19万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $17.23万 | 0.01% | 1,677 | 159 | 10.5% | $1.63万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $17.22万 | 0.01% | 6,849 | 68 | 1.0% | $1,710 | 加仓 |
| BKH | BLACK HILLS CORP COM | $17.21万 | 0.01% | 2,479 | 440 | 21.6% | $3.05万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $17.18万 | 0.01% | 4,786 | 550 | 13.0% | $1.97万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $17.13万 | 0.01% | 2,015 | -43 | -2.1% | -$3,656 | 减仓 |
| OGE | OGE ENERGY CORP COM | $17.13万 | 0.01% | 3,571 | 1,738 | 94.8% | $8.34万 | 加仓 |
| FHI | FEDERATED HERMES INC CL B | $17.08万 | 0.01% | 3,012 | 1,205 | 66.7% | $6.83万 | 加仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $17.08万 | 0.01% | 2,162 | -46 | -2.1% | -$3,633 | 减仓 |
| VMI | VALMONT INDS INC COM | $17.03万 | 0.01% | 426 | -33 | -7.2% | -$1.32万 | 减仓 |
| PPG | PPG INDS INC COM | $16.98万 | 0.01% | 1,588 | 147 | 10.2% | $1.57万 | 加仓 |
| ZS | ZSCALER INC COM | $16.98万 | 0.01% | 1,210 | -630 | -34.2% | -$8.84万 | 减仓 |
| NDSN | NORDSON CORP COM | $16.97万 | 0.01% | 638 | -48 | -7.0% | -$1.28万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $16.95万 | 0.01% | 1,772 | 12 | 0.7% | $1,148 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $16.94万 | 0.01% | 567 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CL A | $16.94万 | 0.01% | 1,304 | 7 | 0.5% | $909 | 加仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $16.85万 | 0.01% | 1,649 | 102 | 6.6% | $1.04万 | 加仓 |
| HL | HECLA MINING COMPANY COM | $16.81万 | 0.01% | 9,025 | 3,960 | 78.2% | $7.38万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $16.80万 | 0.01% | 1,080 | -453 | -29.5% | -$7.05万 | 减仓 |
| CHWY | CHEWY INC CL A | $16.78万 | 0.01% | 6,216 | 863 | 16.1% | $2.33万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $16.77万 | 0.01% | 1,179 | 208 | 21.4% | $2.96万 | 加仓 |
| ALV | AUTOLIV INC COM | $16.75万 | 0.01% | 1,593 | 596 | 59.8% | $6.27万 | 加仓 |
| FORM | FORMFACTOR INC COM | $16.75万 | 0.01% | 1,727 | 586 | 51.4% | $5.68万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $16.74万 | 0.01% | 2,128 | 610 | 40.2% | $4.80万 | 加仓 |
| GTLB | GITLAB INC CLASS A COM | $16.73万 | 0.01% | 7,731 | 1,713 | 28.5% | $3.71万 | 加仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $16.71万 | 0.01% | 3,023 | -37 | -1.2% | -$2,046 | 减仓 |
| BBWI | BATH & BODY WORKS INC COM | $16.69万 | 0.01% | 8,938 | 2,885 | 47.7% | $5.39万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $16.65万 | 0.01% | 5,035 | 861 | 20.6% | $2.85万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $16.55万 | 0.01% | 1,798 | 318 | 21.5% | $2.93万 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $16.54万 | 0.01% | 2,697 | -1,915 | -41.5% | -$11.74万 | 减仓 |
| SHC | SOTERA HEALTH CO COM | $16.52万 | 0.01% | 11,518 | 3,946 | 52.1% | $5.66万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $16.51万 | 0.01% | 1,757 | -169 | -8.8% | -$1.59万 | 减仓 |
| NVMI | NOVA LTD COM | $16.46万 | 0.01% | 379 | 99 | 35.4% | $4.30万 | 加仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $16.45万 | 0.01% | 1,203 | 443 | 58.3% | $6.06万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $16.40万 | 0.00% | 4,900 | -4,127 | -45.7% | -$13.81万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $16.32万 | 0.00% | 16,273 | 2,576 | 18.8% | $2.58万 | 加仓 |
| FER | FERROVIAL NV ORD SHS | $16.30万 | 0.00% | 2,505 | 1,064 | 73.8% | $6.92万 | 加仓 |
| CPNG | COUPANG INC CL A | $16.28万 | 0.00% | 8,621 | 4,970 | 136.1% | $9.38万 | 加仓 |
| PACS | PACS GROUP INC COM SHS | $16.27万 | 0.00% | 5,064 | 4,465 | 745.4% | $14.34万 | 加仓 |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $16.17万 | 0.00% | 2,264 | -16 | -0.7% | -$1,143 | 减仓 |
| BCE | BCE INC COM NEW | $16.14万 | 0.00% | 6,393 | 2,448 | 62.1% | $6.18万 | 加仓 |
| WSO | WATSCO INC COM | $16.13万 | 0.00% | 443 | 14 | 3.3% | $5,098 | 加仓 |
| VVR | INVESCO SR INCOME TR COM | $16.11万 | 0.00% | 50,046 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $16.10万 | 0.00% | 676 | 128 | 23.4% | $3.05万 | 加仓 |
| VAL | VALARIS LTD CL A | $16.07万 | 0.00% | 1,639 | 3 | 0.2% | $294 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $16.05万 | 0.00% | 11,281 | 1,884 | 20.0% | $2.68万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $16.02万 | 0.00% | 3,432 | 13 | 0.4% | $607 | 加仓 |
| CLS | CELESTICA INC COM | $16.01万 | 0.00% | 569 | 43 | 8.2% | $1.21万 | 加仓 |
| XYL | XYLEM INC COM | $16.00万 | 0.00% | 1,338 | 282 | 26.7% | $3.37万 | 加仓 |
| FLR | FLUOR CORP COM | $15.88万 | 0.00% | 3,404 | -1,090 | -24.3% | -$5.08万 | 减仓 |
| — | AIR LEASE CORP CL A | $15.82万 | 0.00% | 2,436 | -653 | -21.1% | -$4.24万 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $15.82万 | 0.00% | 3,283 | 1,408 | 75.1% | $6.78万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $15.80万 | 0.00% | 630 | -446 | -41.4% | -$11.18万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $15.76万 | 0.00% | 1,087 | 1,087 | — | $15.76万 | 新建仓 |
| LEA | LEAR CORP COM NEW | $15.72万 | 0.00% | 1,298 | 373 | 40.3% | $4.52万 | 加仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $15.66万 | 0.00% | 9,840 | 3,736 | 61.2% | $5.94万 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $15.63万 | 0.00% | 2,092 | 1,046 | 100.0% | $7.82万 | 加仓 |
| — | COHEN & STEERS CLOSED-END COM | $15.60万 | 0.00% | 12,157 | 0 | 0.0% | — | 不变 |
| BCML | BAYCOM CORP COM | $15.58万 | 0.00% | 5,241 | -169 | -3.1% | -$5,024 | 减仓 |
| FMC | FMC CORP COM NEW | $15.57万 | 0.00% | 9,041 | 8,804 | 3,714.8% | $15.16万 | 加仓 |
| — | PLDT INC SPONSORED ADR | $15.55万 | 0.00% | 7,390 | 3,155 | 74.5% | $6.64万 | 加仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $15.54万 | 0.00% | 1,989 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $15.54万 | 0.00% | 622 | -204 | -24.7% | -$5.10万 | 减仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $15.46万 | 0.00% | 2,234 | 268 | 13.6% | $1.86万 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $15.46万 | 0.00% | 2,987 | 1,026 | 52.3% | $5.31万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $15.39万 | 0.00% | 2,723 | 9 | 0.3% | $509 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $15.39万 | 0.00% | 482 | 7 | 1.5% | $2,235 | 加仓 |
| CHE | CHEMED CORP NEW COM | $15.34万 | 0.00% | 406 | 35 | 9.4% | $1.32万 | 加仓 |
| MZTI | MARZETTI COMPANY COM | $15.30万 | 0.00% | 1,106 | 536 | 94.0% | $7.41万 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $15.26万 | 0.00% | 7,186 | 1,012 | 16.4% | $2.15万 | 加仓 |
| SVM | SILVERCORP METALS INC COM | $15.23万 | 0.00% | 14,177 | 6,674 | 89.0% | $7.17万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $15.20万 | 0.00% | 1,393 | 308 | 28.4% | $3.36万 | 加仓 |