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 |
|---|---|---|---|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC COM CL A | $12.47万 | 0.00% | 2,721 | -75 | -2.7% | -$3,437 | 减仓 |
| REXR | REXFORD INDL RLTY INC COM | $12.45万 | 0.00% | 3,804 | 441 | 13.1% | $1.44万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $12.44万 | 0.00% | 66 | -8 | -10.8% | -$1.51万 | 减仓 |
| QLYS | QUALYS INC COM | $12.43万 | 0.00% | 1,415 | 184 | 14.9% | $1.62万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $12.40万 | 0.00% | 1,075 | 60 | 5.9% | $6,923 | 加仓 |
| SUI | SUN CMNTYS INC COM | $12.37万 | 0.00% | 982 | 209 | 27.0% | $2.63万 | 加仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $12.33万 | 0.00% | 4,597 | 1,565 | 51.6% | $4.20万 | 加仓 |
| TFLR | T. ROWE PRICE FLOATING RATE ETF | $12.32万 | 0.00% | 2,446 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $12.28万 | 0.00% | 4,433 | 1,916 | 76.1% | $5.31万 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $12.28万 | 0.00% | 1,040 | 61 | 6.2% | $7,202 | 加仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $12.26万 | 0.00% | 1,681 | 9 | 0.5% | $657 | 加仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $12.26万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $12.25万 | 0.00% | 1,926 | 301 | 18.5% | $1.91万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $12.24万 | 0.00% | 2,477 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW CL A | $12.20万 | 0.00% | 578 | 228 | 65.1% | $4.81万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $12.19万 | 0.00% | 5,146 | 2,706 | 110.9% | $6.41万 | 加仓 |
| BAP | CREDICORP LTD COM | $12.18万 | 0.00% | 359 | 171 | 91.0% | $5.80万 | 加仓 |
| HBM | HUDBAY MINERALS INC COM | $12.17万 | 0.00% | 5,824 | 2,698 | 86.3% | $5.64万 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $12.14万 | 0.00% | 1,090 | 161 | 17.3% | $1.79万 | 加仓 |
| EVTC | EVERTEC INC COM | $12.14万 | 0.00% | 4,302 | 524 | 13.9% | $1.48万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $12.13万 | 0.00% | 2,105 | 377 | 21.8% | $2.17万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $12.13万 | 0.00% | 3,242 | 1,130 | 53.5% | $4.23万 | 加仓 |
| PINS | PINTEREST INC CL A | $12.12万 | 0.00% | 6,610 | -5,785 | -46.7% | -$10.61万 | 减仓 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $12.10万 | 0.00% | 3,851 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC COM | $12.08万 | 0.00% | 1,345 | 301 | 28.8% | $2.70万 | 加仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $12.04万 | 0.00% | 2,395 | 872 | 57.3% | $4.39万 | 加仓 |
| TIMB | TIM S A SPONSORED ADR | $12.04万 | 0.00% | 4,544 | 1,925 | 73.5% | $5.10万 | 加仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $11.99万 | 0.00% | 1,572 | 1,572 | — | $11.99万 | 新建仓 |
| IDCC | INTERDIGITAL INC COM | $11.99万 | 0.00% | 397 | 147 | 58.8% | $4.44万 | 加仓 |
| ESNT | ESSENT GROUP LTD COM | $11.95万 | 0.00% | 2,045 | -495 | -19.5% | -$2.89万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $11.95万 | 0.00% | 3,107 | 418 | 15.5% | $1.61万 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $11.92万 | 0.00% | 7,017 | 2,949 | 72.5% | $5.01万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $11.92万 | 0.00% | 1,677 | 720 | 75.2% | $5.12万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $11.91万 | 0.00% | 1,681 | 181 | 12.1% | $1.28万 | 加仓 |
| RYN | RAYONIER INC COM | $11.91万 | 0.00% | 5,774 | 90 | 1.6% | $1,856 | 加仓 |
| — | THOMSON REUTERS CORP COM | $11.86万 | 0.00% | 1,318 | 276 | 26.5% | $2.48万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $11.83万 | 0.00% | 4,054 | 2,031 | 100.4% | $5.93万 | 加仓 |
| CNM | CORE & MAIN INC CL A | $11.80万 | 0.00% | 2,389 | 710 | 42.3% | $3.51万 | 加仓 |
| RHI | ROBERT HALF INC. COM | $11.78万 | 0.00% | 4,638 | -1,181 | -20.3% | -$3.00万 | 减仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $11.78万 | 0.00% | 14,685 | 6,127 | 71.6% | $4.91万 | 加仓 |
| NGVT | INGEVITY CORP COM | $11.77万 | 0.00% | 1,653 | 39 | 2.4% | $2,778 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $11.72万 | 0.00% | 2,146 | 1,304 | 154.9% | $7.12万 | 加仓 |
| CCJ | CAMECO CORP COM | $11.63万 | 0.00% | 1,071 | 163 | 18.0% | $1.77万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $11.61万 | 0.00% | 1,540 | -117 | -7.1% | -$8,821 | 减仓 |
| OI | O-I GLASS INC COM | $11.60万 | 0.00% | 11,038 | 2,495 | 29.2% | $2.62万 | 加仓 |
| ALKS | ALKERMES PLC SHS | $11.59万 | 0.00% | 3,278 | 823 | 33.5% | $2.91万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP COM | $11.58万 | 0.00% | 1,237 | 198 | 19.1% | $1.85万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $11.55万 | 0.00% | 642 | 321 | 100.0% | $5.77万 | 加仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $11.48万 | 0.00% | 3,172 | 3,172 | — | $11.48万 | 新建仓 |
| TRU | TRANSUNION COM | $11.46万 | 0.00% | 1,657 | 395 | 31.3% | $2.73万 | 加仓 |
| UI | UBIQUITI INC COM | $11.46万 | 0.00% | 145 | 25 | 20.8% | $1.98万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $11.41万 | 0.00% | 799 | 239 | 42.7% | $3.41万 | 加仓 |
| VIRT | VIRTU FINL INC CL A | $11.40万 | 0.00% | 2,593 | 1,845 | 246.7% | $8.11万 | 加仓 |
| SKY | CHAMPION HOMES INC COM | $11.38万 | 0.00% | 1,530 | 589 | 62.6% | $4.38万 | 加仓 |
| ATRO | ASTRONICS CORP COM | $11.38万 | 0.00% | 1,705 | 568 | 50.0% | $3.79万 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $11.37万 | 0.00% | 5,059 | 610 | 13.7% | $1.37万 | 加仓 |
| XPO | XPO INC COM | $11.36万 | 0.00% | 584 | 221 | 60.9% | $4.30万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $11.30万 | 0.00% | 17,552 | 3,172 | 22.1% | $2.04万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $11.30万 | 0.00% | 861 | 104 | 13.7% | $1.36万 | 加仓 |
| KN | KNOWLES CORP COM | $11.29万 | 0.00% | 4,397 | 1,033 | 30.7% | $2.65万 | 加仓 |
| BAX | BAXTER INTL INC COM | $11.29万 | 0.00% | 6,720 | 1,763 | 35.6% | $2.96万 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $11.28万 | 0.00% | 2,336 | 679 | 41.0% | $3.28万 | 加仓 |
| ASC | ARDMORE SHIPPING CORP COM | $11.22万 | 0.00% | 7,358 | 680 | 10.2% | $1.04万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $11.20万 | 0.00% | 1,174 | 602 | 105.2% | $5.74万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $11.18万 | 0.00% | 3,021 | 3,021 | — | $11.18万 | 新建仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $11.17万 | 0.00% | 2,592 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP COM | $11.17万 | 0.00% | 2,782 | 503 | 22.1% | $2.02万 | 加仓 |
| AGI | ALAMOS GOLD INC COM CL A | $11.09万 | 0.00% | 2,497 | 1,056 | 73.3% | $4.69万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $11.01万 | 0.00% | 11,214 | 0 | 0.0% | — | 不变 |
| PRCH | PORCH GROUP INC COM | $11.00万 | 0.00% | 15,339 | 14,943 | 3,773.5% | $10.71万 | 加仓 |
| QGEN | QIAGEN NV ORD SHARES | $10.99万 | 0.00% | 2,746 | 876 | 46.8% | $3.51万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $10.98万 | 0.00% | 2,707 | 45 | 1.7% | $1,826 | 加仓 |
| ALT | ALTIMMUNE INC COM NEW | $10.98万 | 0.00% | 35,650 | 17,967 | 101.6% | $5.53万 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $10.98万 | 0.00% | 2,721 | 1,026 | 60.5% | $4.14万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $10.98万 | 0.00% | 4,492 | 1,997 | 80.0% | $4.88万 | 加仓 |
| — | HOLOGIC INC COM | $10.96万 | 0.00% | 1,450 | 338 | 30.4% | $2.55万 | 加仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $10.96万 | 0.00% | 369 | 52 | 16.4% | $1.54万 | 加仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $10.90万 | 0.00% | 2,944 | 1,433 | 94.8% | $5.31万 | 加仓 |
| HLF | HERBALIFE LTD COM SHS | $10.84万 | 0.00% | 7,366 | 822 | 12.6% | $1.21万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $10.83万 | 0.00% | 385 | 19 | 5.2% | $5,346 | 加仓 |
| SSL | SASOL LTD SPONSORED ADR | $10.82万 | 0.00% | 8,352 | -132 | -1.6% | -$1,711 | 减仓 |
| HAE | HAEMONETICS CORP MASS COM | $10.82万 | 0.00% | 1,920 | 211 | 12.3% | $1.19万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $10.79万 | 0.00% | 8,950 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $10.78万 | 0.00% | 1,817 | -181 | -9.1% | -$1.07万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $10.78万 | 0.00% | 1,822 | 291 | 19.0% | $1.72万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $10.77万 | 0.00% | 1,009 | 1 | 0.1% | $107 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $10.77万 | 0.00% | 843 | -75 | -8.2% | -$9,578 | 减仓 |
| OIS | OIL STS INTL INC COM | $10.76万 | 0.00% | 9,248 | 1,502 | 19.4% | $1.75万 | 加仓 |
| SN | SHARKNINJA INC COM SHS | $10.73万 | 0.00% | 1,013 | 149 | 17.2% | $1.58万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $10.71万 | 0.00% | 6,185 | -19 | -0.3% | -$329 | 减仓 |
| PTC | PTC INC COM | $10.70万 | 0.00% | 752 | 89 | 13.4% | $1.27万 | 加仓 |
| MMSI | MERIT MED SYS INC COM | $10.69万 | 0.00% | 1,551 | 216 | 16.2% | $1.49万 | 加仓 |
| UTEN | US TREASURY 10 YEAR NOTE ETF | $10.69万 | 0.00% | 2,452 | 230 | 10.4% | $1.00万 | 加仓 |
| HRB | BLOCK H & R INC COM | $10.67万 | 0.00% | 3,362 | 1,001 | 42.4% | $3.18万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC COM | $10.59万 | 0.00% | 1,396 | 853 | 157.1% | $6.47万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $10.57万 | 0.00% | 9,382 | 2,647 | 39.3% | $2.98万 | 加仓 |
| TOST | TOAST INC CL A | $10.56万 | 0.00% | 3,985 | 539 | 15.6% | $1.43万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $10.55万 | 0.00% | 2,300 | 913 | 65.8% | $4.19万 | 加仓 |
| — | MISTER CAR WASH INC COM | $10.54万 | 0.00% | 15,125 | 7,499 | 98.3% | $5.23万 | 加仓 |
| OKTA | OKTA INC CL A | $10.49万 | 0.00% | 1,333 | 129 | 10.7% | $1.02万 | 加仓 |