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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST US BANCSHARES INC COM | $15.20万 | 0.00% | 9,932 | 4,966 | 100.0% | $7.60万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $15.17万 | 0.00% | 1,404 | 180 | 14.7% | $1.94万 | 加仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $15.15万 | 0.00% | 2,591 | 1,029 | 65.9% | $6.02万 | 加仓 |
| FTV | FORTIVE CORP COM | $15.14万 | 0.00% | 2,738 | 730 | 36.4% | $4.04万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $15.13万 | 0.00% | 1,640 | -982 | -37.5% | -$9.06万 | 减仓 |
| NE | NOBLE CORP PLC ORD SHS A | $15.11万 | 0.00% | 3,080 | 521 | 20.4% | $2.56万 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $15.10万 | 0.00% | 20,797 | 6,012 | 40.7% | $4.36万 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $15.09万 | 0.00% | 3,324 | 380 | 12.9% | $1.73万 | 加仓 |
| FOX | FOX CORP CL B COM | $15.07万 | 0.00% | 2,838 | 613 | 27.6% | $3.26万 | 加仓 |
| FFIV | F5 INC COM | $14.97万 | 0.00% | 517 | 194 | 60.1% | $5.62万 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $14.97万 | 0.00% | 690 | -889 | -56.3% | -$19.29万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $14.94万 | 0.00% | 2,082 | 623 | 42.7% | $4.47万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $14.91万 | 0.00% | 550 | 54 | 10.9% | $1.46万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $14.86万 | 0.00% | 750 | 275 | 57.9% | $5.45万 | 加仓 |
| INVH | INVITATION HOMES INC COM | $14.85万 | 0.00% | 5,975 | -4,496 | -42.9% | -$11.17万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $14.82万 | 0.00% | 1,360 | -1,386 | -50.5% | -$15.11万 | 减仓 |
| IX | ORIX CORP SPONSORED ADR | $14.75万 | 0.00% | 4,919 | 120 | 2.5% | $3,599 | 加仓 |
| NOV | NOV INC COM | $14.73万 | 0.00% | 7,833 | 449 | 6.1% | $8,446 | 加仓 |
| DOX | AMDOCS LTD SHS | $14.72万 | 0.00% | 2,255 | 550 | 32.3% | $3.59万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | $14.70万 | 0.00% | 4,078 | 515 | 14.5% | $1.86万 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $14.70万 | 0.00% | 3,312 | -126 | -3.7% | -$5,591 | 减仓 |
| — | QORVO INC COM | $14.64万 | 0.00% | 1,892 | 13 | 0.7% | $1,006 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $14.64万 | 0.00% | 810 | 42 | 5.5% | $7,592 | 加仓 |
| R | RYDER SYS INC COM | $14.60万 | 0.00% | 713 | 374 | 110.3% | $7.66万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $14.59万 | 0.00% | 1,450 | -345 | -19.2% | -$3.47万 | 减仓 |
| UNM | UNUM GROUP COM | $14.57万 | 0.00% | 1,995 | 9 | 0.5% | $657 | 加仓 |
| BOX | BOX INC CL A | $14.54万 | 0.00% | 6,150 | 2,292 | 59.4% | $5.42万 | 加仓 |
| KTB | KONTOOR BRANDS INC COM | $14.51万 | 0.00% | 2,064 | 269 | 15.0% | $1.89万 | 加仓 |
| WAY | WAYSTAR HLDG CORP COM | $14.46万 | 0.00% | 5,998 | 3,598 | 149.9% | $8.67万 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $14.46万 | 0.00% | 2,191 | 6 | 0.3% | $396 | 加仓 |
| EG | EVEREST GROUP LTD COM | $14.41万 | 0.00% | 441 | -623 | -58.6% | -$20.36万 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $14.34万 | 0.00% | 7,641 | 4,129 | 117.6% | $7.75万 | 加仓 |
| — | ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI | $14.33万 | 0.00% | 3,555 | 1,347 | 61.0% | $5.43万 | 加仓 |
| FNV | FRANCO NEV CORP COM | $14.30万 | 0.00% | 579 | 193 | 50.0% | $4.77万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $14.27万 | 0.00% | 1,504 | 189 | 14.4% | $1.79万 | 加仓 |
| CSL | CARLISLE COS INC COM | $14.25万 | 0.00% | 427 | -44 | -9.3% | -$1.47万 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $14.22万 | 0.00% | 2,695 | 1,011 | 60.0% | $5.33万 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $14.22万 | 0.00% | 2,365 | 6 | 0.3% | $361 | 加仓 |
| GATX | GATX CORP COM | $14.21万 | 0.00% | 832 | 130 | 18.5% | $2.22万 | 加仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $14.19万 | 0.00% | 2,974 | 184 | 6.6% | $8,780 | 加仓 |
| AGX | ARGAN INC COM | $14.16万 | 0.00% | 260 | -5 | -1.9% | -$2,723 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $14.08万 | 0.00% | 8,853 | -314 | -3.4% | -$4,995 | 减仓 |
| DXCM | DEXCOM INC COM | $14.00万 | 0.00% | 2,229 | -443 | -16.6% | -$2.78万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $13.93万 | 0.00% | 1,190 | 458 | 62.6% | $5.36万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $13.91万 | 0.00% | 1,027 | 242 | 30.8% | $3.28万 | 加仓 |
| PEGA | PEGASYSTEMS INC COM | $13.85万 | 0.00% | 3,254 | -1,414 | -30.3% | -$6.02万 | 减仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $13.81万 | 0.00% | 2,724 | -1,464 | -35.0% | -$7.42万 | 减仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $13.69万 | 0.00% | 1,677 | 737 | 78.4% | $6.02万 | 加仓 |
| AVPT | AVEPOINT INC COM CL A | $13.67万 | 0.00% | 14,379 | 3,768 | 35.5% | $3.58万 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $13.64万 | 0.00% | 11,109 | 4,972 | 81.0% | $6.11万 | 加仓 |
| ABCB | AMERIS BANCORP COM | $13.61万 | 0.00% | 1,745 | 30 | 1.7% | $2,340 | 加仓 |
| SANM | SANMINA CORP COM | $13.59万 | 0.00% | 1,048 | 54 | 5.4% | $7,001 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $13.57万 | 0.00% | 1,856 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $13.57万 | 0.00% | 6,094 | 1,535 | 33.7% | $3.42万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $13.54万 | 0.00% | 1,352 | 846 | 167.2% | $8.47万 | 加仓 |
| ALNT | ALLIENT INC COM | $13.53万 | 0.00% | 2,289 | 2,245 | 5,102.3% | $13.27万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $13.51万 | 0.00% | 886 | 103 | 13.2% | $1.57万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $13.51万 | 0.00% | 3,037 | -188 | -5.8% | -$8,362 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $13.51万 | 0.00% | 826 | 79 | 10.6% | $1.29万 | 加仓 |
| OGS | ONE GAS INC COM | $13.49万 | 0.00% | 1,566 | 767 | 96.0% | $6.61万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $13.47万 | 0.00% | 1,794 | 657 | 57.8% | $4.93万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $13.47万 | 0.00% | 10,932 | 341 | 3.2% | $4,201 | 加仓 |
| QTWO | Q2 HLDGS INC COM | $13.44万 | 0.00% | 2,842 | 2,647 | 1,357.4% | $12.52万 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $13.43万 | 0.00% | 790 | -105 | -11.7% | -$1.79万 | 减仓 |
| SON | SONOCO PRODS CO COM | $13.39万 | 0.00% | 2,476 | 249 | 11.2% | $1.35万 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $13.39万 | 0.00% | 819 | 168 | 25.8% | $2.75万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $13.38万 | 0.00% | 1,371 | 101 | 8.0% | $9,857 | 加仓 |
| RPM | RPM INTL INC COM | $13.38万 | 0.00% | 1,345 | -248 | -15.6% | -$2.47万 | 减仓 |
| XLP | Consumer Staples Select Sector SPDR ETF | $13.35万 | 0.00% | 1,628 | -9 | -0.5% | -$738 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $13.26万 | 0.00% | 672 | 101 | 17.7% | $1.99万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $13.26万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $13.15万 | 0.00% | 1,743 | 760 | 77.3% | $5.73万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $13.12万 | 0.00% | 1,347 | 150 | 12.5% | $1.46万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $13.11万 | 0.00% | 5,491 | -265 | -4.6% | -$6,328 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $13.10万 | 0.00% | 1,239 | 29 | 2.4% | $3,066 | 加仓 |
| GGG | GRACO INC COM | $13.08万 | 0.00% | 1,545 | 619 | 66.8% | $5.24万 | 加仓 |
| AIZ | ASSURANT INC COM | $13.07万 | 0.00% | 600 | 76 | 14.5% | $1.66万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $13.02万 | 0.00% | 1,159 | 511 | 78.9% | $5.74万 | 加仓 |
| MUSA | MURPHY USA INC COM | $12.99万 | 0.00% | 263 | -188 | -41.7% | -$9.29万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC COM | $12.93万 | 0.00% | 7,075 | 1,788 | 33.8% | $3.27万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $12.89万 | 0.00% | 4,096 | 2,142 | 109.6% | $6.74万 | 加仓 |
| CARG | CARGURUS INC COM CL A | $12.86万 | 0.00% | 3,778 | 834 | 28.3% | $2.84万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $12.81万 | 0.00% | 944 | -1 | -0.1% | -$136 | 减仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $12.79万 | 0.00% | 8,321 | -382 | -4.4% | -$5,871 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $12.75万 | 0.00% | 27,536 | -3,602 | -11.6% | -$1.67万 | 减仓 |
| ALLY | ALLY FINL INC COM | $12.72万 | 0.00% | 3,243 | 1,787 | 122.7% | $7.01万 | 加仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $12.70万 | 0.00% | 59,889 | 5,398 | 9.9% | $1.14万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $12.66万 | 0.00% | 1,787 | 953 | 114.3% | $6.75万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $12.64万 | 0.00% | 2,722 | 1,695 | 165.0% | $7.87万 | 加仓 |
| SAIA | SAIA INC COM | $12.61万 | 0.00% | 359 | -69 | -16.1% | -$2.42万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $12.61万 | 0.00% | 13,808 | 12,172 | 744.0% | $11.11万 | 加仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $12.60万 | 0.00% | 2,682 | 6 | 0.2% | $282 | 加仓 |
| NEU | NEWMARKET CORP COM | $12.57万 | 0.00% | 196 | 3 | 1.6% | $1,924 | 加仓 |
| AWR | AMER STATES WTR CO COM | $12.57万 | 0.00% | 1,662 | -25 | -1.5% | -$1,890 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $12.55万 | 0.00% | 16,645 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $12.54万 | 0.00% | 728 | 126 | 20.9% | $2.17万 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $12.51万 | 0.00% | 2,481 | 692 | 38.7% | $3.49万 | 加仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $12.51万 | 0.00% | 4,468 | -338 | -7.0% | -$9,465 | 减仓 |
| — | ALPHABET INC CLL OPT 12/27 300.0 CAL 看涨期权 | $12.50万 | 0.00% | 600 | 600 | — | $12.50万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS COM | $12.49万 | 0.00% | 387 | 26 | 7.2% | $8,390 | 加仓 |