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 |
|---|---|---|---|---|---|---|---|---|
| AGNC | AGNC INVT CORP COM | $14.11万 | 0.00% | 12,944 | -3,329 | -20.5% | -$3.63万 | 减仓 |
| CLX | CLOROX CO DEL COM | $14.08万 | 0.00% | 1,475 | -264 | -15.2% | -$2.52万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $14.03万 | 0.00% | 965 | 104 | 12.1% | $1.51万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $14.01万 | 0.00% | 2,164 | -1,279 | -37.1% | -$8.28万 | 减仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $14.00万 | 0.00% | 4,493 | 4,493 | — | $14.00万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC COM | $13.98万 | 0.00% | 6,045 | -2,893 | -32.4% | -$6.69万 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $13.97万 | 0.00% | 2,162 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $13.91万 | 0.00% | 11,695 | -2,628 | -18.3% | -$3.12万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $13.90万 | 0.00% | 6,243 | 149 | 2.4% | $3,318 | 加仓 |
| CLS | CELESTICA INC COM | $13.84万 | 0.00% | 380 | -189 | -33.2% | -$6.89万 | 减仓 |
| WAY | WAYSTAR HLDG CORP COM | $13.78万 | 0.00% | 6,714 | 716 | 11.9% | $1.47万 | 加仓 |
| NOV | NOV INC COM | $13.77万 | 0.00% | 7,426 | -407 | -5.2% | -$7,549 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $13.77万 | 0.00% | 752 | -134 | -15.1% | -$2.45万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP COM | $13.76万 | 0.00% | 1,370 | 133 | 10.8% | $1.34万 | 加仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $13.73万 | 0.00% | 3,319 | 345 | 11.6% | $1.43万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $13.70万 | 0.00% | 1,440 | -575 | -28.5% | -$5.47万 | 减仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $13.68万 | 0.00% | 3,000 | 3,000 | — | $13.68万 | 新建仓 |
| ENSG | ENSIGN GROUP INC COM | $13.65万 | 0.00% | 851 | -141 | -14.2% | -$2.26万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD COM | $13.63万 | 0.00% | 3,982 | -7,507 | -65.3% | -$25.69万 | 减仓 |
| WDAY | WORKDAY INC CL A | $13.63万 | 0.00% | 1,113 | -191 | -14.6% | -$2.34万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $13.58万 | 0.00% | 1,195 | -798 | -40.0% | -$9.07万 | 减仓 |
| SCI | SERVICE CORP INTL COM | $13.57万 | 0.00% | 1,787 | -1,132 | -38.8% | -$8.60万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $13.54万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC COM | $13.40万 | 0.00% | 1,739 | 173 | 11.0% | $1.33万 | 加仓 |
| MYE | MYERS INDS INC COM | $13.40万 | 0.00% | 3,794 | 1,599 | 72.8% | $5.65万 | 加仓 |
| DT | DYNATRACE INC COM NEW | $13.37万 | 0.00% | 3,044 | 1,532 | 101.3% | $6.73万 | 加仓 |
| MUSA | MURPHY USA INC COM | $13.37万 | 0.00% | 248 | -15 | -5.7% | -$8,084 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $13.31万 | 0.00% | 571 | -382 | -40.1% | -$8.90万 | 减仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $13.30万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $13.28万 | 0.00% | 894 | -549 | -38.0% | -$8.15万 | 减仓 |
| EG | EVEREST GROUP LTD COM | $13.25万 | 0.00% | 371 | -70 | -15.9% | -$2.50万 | 减仓 |
| KN | KNOWLES CORP COM | $13.19万 | 0.00% | 3,181 | -1,216 | -27.7% | -$5.04万 | 减仓 |
| CVE | CENOVUS ENERGY INC COM | $13.18万 | 0.00% | 5,312 | -2,795 | -34.5% | -$6.93万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $13.12万 | 0.00% | 16,645 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $13.10万 | 0.00% | 3,953 | 988 | 33.3% | $3.27万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $13.05万 | 0.00% | 2,505 | 205 | 8.9% | $1.07万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $13.01万 | 0.00% | 856 | -599 | -41.2% | -$9.11万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $13.01万 | 0.00% | 11,966 | 3,807 | 46.7% | $4.14万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $13.01万 | 0.00% | 2,844 | 2,762 | 3,368.3% | $12.63万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM | $12.97万 | 0.00% | 2,805 | -1,349 | -32.5% | -$6.24万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $12.94万 | 0.00% | 4,719 | -1 | -0.0% | -$27 | 减仓 |
| FER | FERROVIAL NV ORD SHS | $12.90万 | 0.00% | 1,880 | -625 | -25.0% | -$4.29万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $12.84万 | 0.00% | 1,683 | -399 | -19.2% | -$3.04万 | 减仓 |
| PSO | PEARSON PLC SPONSORED ADR | $12.84万 | 0.00% | 8,082 | -5,268 | -39.5% | -$8.37万 | 减仓 |
| FISV | FISERV INC COM | $12.82万 | 0.00% | 2,615 | -7,288 | -73.6% | -$35.74万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $12.82万 | 0.00% | 4,959 | -2,792 | -36.0% | -$7.22万 | 减仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $12.82万 | 0.00% | 6,357 | -660 | -9.4% | -$1.33万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $12.82万 | 0.00% | 1,091 | -359 | -24.8% | -$4.22万 | 减仓 |
| SON | SONOCO PRODS CO COM | $12.81万 | 0.00% | 2,274 | -202 | -8.2% | -$1.14万 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $12.81万 | 0.00% | 2,471 | -224 | -8.3% | -$1.16万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $12.77万 | 0.00% | 1,990 | -986 | -33.1% | -$6.33万 | 减仓 |
| DPZ | DOMINOS PIZZA INC COM | $12.76万 | 0.00% | 431 | -106 | -19.7% | -$3.14万 | 减仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $12.73万 | 0.00% | 4,420 | -2,007 | -31.2% | -$5.78万 | 减仓 |
| MMSI | MERIT MED SYS INC COM | $12.71万 | 0.00% | 1,833 | 282 | 18.2% | $1.96万 | 加仓 |
| CARG | CARGURUS INC COM CL A | $12.69万 | 0.00% | 3,722 | -56 | -1.5% | -$1,909 | 减仓 |
| PBF | PBF ENERGY INC CL A | $12.67万 | 0.00% | 2,783 | -1,945 | -41.1% | -$8.85万 | 减仓 |
| ALC | ALCON AG ORD SHS | $12.62万 | 0.00% | 1,881 | -971 | -34.0% | -$6.52万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $12.60万 | 0.00% | 1,220 | -284 | -18.9% | -$2.93万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $12.59万 | 0.00% | 727 | -757 | -51.0% | -$13.10万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $12.56万 | 0.00% | 1,450 | -678 | -31.9% | -$5.87万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $12.53万 | 0.00% | 445 | -280 | -38.6% | -$7.88万 | 减仓 |
| ALLY | ALLY FINL INC COM | $12.52万 | 0.00% | 2,724 | -519 | -16.0% | -$2.38万 | 减仓 |
| CF | CF INDUSTRIES HOLD COM | $12.50万 | 0.00% | 1,155 | -341 | -22.8% | -$3.69万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $12.49万 | 0.00% | 977 | -898 | -47.9% | -$11.48万 | 减仓 |
| ESTC | ELASTIC N V ORD SHS | $12.44万 | 0.00% | 2,181 | -1,873 | -46.2% | -$10.68万 | 减仓 |
| TTAN | SERVICETITAN INC SHS CL A | $12.43万 | 0.00% | 1,758 | 172 | 10.8% | $1.22万 | 加仓 |
| ABCB | AMERIS BANCORP COM | $12.40万 | 0.00% | 1,374 | -371 | -21.3% | -$3.35万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $12.40万 | 0.00% | 3,503 | -930 | -21.0% | -$3.29万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $12.39万 | 0.00% | 73 | -57 | -43.8% | -$9.68万 | 减仓 |
| NWL | NEWELL BRANDS INC COM | $12.39万 | 0.00% | 20,173 | -456 | -2.2% | -$2,800 | 减仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $12.37万 | 0.00% | 1,084 | 1,084 | — | $12.37万 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $12.34万 | 0.00% | 654 | -165 | -20.1% | -$3.11万 | 减仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $12.33万 | 0.00% | 2,446 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC COM | $12.33万 | 0.00% | 4,437 | 135 | 3.1% | $3,750 | 加仓 |
| — | DIREXION SHARES ETF TRUST DA TE BE 3X ETF | $12.32万 | 0.00% | 19,998 | 19,998 | — | $12.32万 | 新建仓 |
| KHC | KRAFT HEINZ CO COM | $12.28万 | 0.00% | 5,198 | 1,844 | 55.0% | $4.36万 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $12.27万 | 0.00% | 3,907 | -1,450 | -27.1% | -$4.55万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $12.26万 | 0.00% | 536 | -433 | -44.7% | -$9.91万 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $12.23万 | 0.00% | 1,376 | 655 | 90.8% | $5.82万 | 加仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $12.22万 | 0.00% | 2,687 | 5 | 0.2% | $227 | 加仓 |
| AIP | ARTERIS INC COM | $12.21万 | 0.00% | 2,513 | 1,320 | 110.6% | $6.41万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $12.20万 | 0.00% | 1,258 | -282 | -18.3% | -$2.74万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $12.18万 | 0.00% | 3,383 | 362 | 12.0% | $1.30万 | 加仓 |
| W | WAYFAIR INC CL A | $12.17万 | 0.00% | 1,317 | 28 | 2.2% | $2,588 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $12.17万 | 0.00% | 4,800 | -259 | -5.1% | -$6,566 | 减仓 |
| GH | GUARDANT HEALTH INC COM | $12.15万 | 0.00% | 810 | -195 | -19.4% | -$2.93万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $12.15万 | 0.00% | 1,080 | 557 | 106.5% | $6.27万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $12.15万 | 0.00% | 868 | 25 | 3.0% | $3,498 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $12.12万 | 0.00% | 391 | -599 | -60.5% | -$18.57万 | 减仓 |
| COMP | COMPASS INC CL A | $12.08万 | 0.00% | 9,799 | 20 | 0.2% | $247 | 加仓 |
| MTRN | MATERION CORP COM | $12.07万 | 0.00% | 406 | 11 | 2.8% | $3,271 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $12.06万 | 0.00% | 2,528 | -37,965 | -93.8% | -$181.16万 | 减仓 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $12.05万 | 0.00% | 3,851 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP COM | $12.05万 | 0.00% | 1,614 | -39 | -2.4% | -$2,912 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $12.05万 | 0.00% | 1,360 | 160 | 13.3% | $1.42万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $12.04万 | 0.00% | 11,214 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $12.04万 | 0.00% | 1,816 | 722 | 66.0% | $4.79万 | 加仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $12.03万 | 0.00% | 2,592 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $11.96万 | 0.00% | 3,582 | 1,415 | 65.3% | $4.72万 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $11.91万 | 0.00% | 157 | -173 | -52.4% | -$13.13万 | 减仓 |