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 |
|---|---|---|---|---|---|---|---|---|
| IPGP | IPG PHOTONICS CORP COM | $10.49万 | 0.00% | 915 | 133 | 17.0% | $1.52万 | 加仓 |
| MCY | MERCURY GENL CORP NEW COM | $10.45万 | 0.00% | 1,185 | 40 | 3.5% | $3,526 | 加仓 |
| MORN | MORNINGSTAR INC COM | $10.41万 | 0.00% | 616 | -203 | -24.8% | -$3.43万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $10.40万 | 0.00% | 3,750 | 2,988 | 392.1% | $8.29万 | 加仓 |
| — | STRATEGY INC SERIES A PERP PF | $10.35万 | 0.00% | 1,464 | 1,464 | — | $10.35万 | 新建仓 |
| GMED | GLOBUS MED INC CL A | $10.33万 | 0.00% | 1,199 | 632 | 111.5% | $5.45万 | 加仓 |
| XPEV | XPENG INC ADS | $10.33万 | 0.00% | 6,035 | 2,129 | 54.5% | $3.64万 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $10.32万 | 0.00% | 1,623 | 826 | 103.6% | $5.25万 | 加仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $10.30万 | 0.00% | 10,936 | 953 | 9.5% | $8,977 | 加仓 |
| CRBG | COREBRIDGE FINL INC COM | $10.28万 | 0.00% | 4,309 | -1,220 | -22.1% | -$2.91万 | 减仓 |
| FAF | FIRST AMERN FINL CORP COM | $10.27万 | 0.00% | 1,703 | -232 | -12.0% | -$1.40万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $10.25万 | 0.00% | 4,039 | -184 | -4.4% | -$4,668 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $10.23万 | 0.00% | 1,320 | 69 | 5.5% | $5,345 | 加仓 |
| AVT | AVNET INC COM | $10.22万 | 0.00% | 1,658 | 466 | 39.1% | $2.87万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $10.21万 | 0.00% | 3,388 | -1,043 | -23.5% | -$3.14万 | 减仓 |
| CYTK | CYTOKINETICS INC COM NEW | $10.20万 | 0.00% | 1,548 | 549 | 55.0% | $3.62万 | 加仓 |
| LASR | NLIGHT INC COM | $10.17万 | 0.00% | 1,783 | 721 | 67.9% | $4.11万 | 加仓 |
| BRC | BRADY CORP CL A | $10.15万 | 0.00% | 1,249 | 251 | 25.2% | $2.04万 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $10.11万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC COM | $10.09万 | 0.00% | 9,795 | -1,950 | -16.6% | -$2.01万 | 减仓 |
| SSD | SIMPSON MFG INC COM | $10.07万 | 0.00% | 587 | -9 | -1.5% | -$1,545 | 减仓 |
| FSK | FS KKR CAP CORP COM | $10.07万 | 0.00% | 9,889 | 258 | 2.7% | $2,626 | 加仓 |
| TTAN | SERVICETITAN INC SHS CL A | $10.06万 | 0.00% | 1,586 | 680 | 75.1% | $4.32万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $10.06万 | 0.00% | 5,451 | 109 | 2.0% | $2,011 | 加仓 |
| LINE | LINEAGE INC COM | $10.04万 | 0.00% | 3,064 | 2,300 | 301.0% | $7.53万 | 加仓 |
| FLHY | FRANKLIN HIGH YIELD CORPORATE ETF | $10.04万 | 0.00% | 4,157 | 3,757 | 939.2% | $9.07万 | 加仓 |
| — | PROASSURANCE CORP COM | $10.03万 | 0.00% | 4,059 | -981 | -19.5% | -$2.43万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $10.03万 | 0.00% | 1,357 | 290 | 27.2% | $2.14万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP COM | $9.94万 | 0.00% | 1,706 | -22 | -1.3% | -$1,281 | 减仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $9.93万 | 0.00% | 1,736 | 446 | 34.6% | $2.55万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $9.93万 | 0.00% | 3,896 | 739 | 23.4% | $1.88万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP COM | $9.91万 | 0.00% | 2,436 | 1,932 | 383.3% | $7.86万 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $9.85万 | 0.00% | 1,063 | 37 | 3.6% | $3,428 | 加仓 |
| UPWK | UPWORK INC COM | $9.82万 | 0.00% | 8,959 | 956 | 11.9% | $1.05万 | 加仓 |
| PSMT | PRICESMART INC COM | $9.80万 | 0.00% | 651 | 120 | 22.6% | $1.81万 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $9.79万 | 0.00% | 567 | 49 | 9.5% | $8,461 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $9.77万 | 0.00% | 10,309 | 1,274 | 14.1% | $1.21万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $9.77万 | 0.00% | 4,614 | -2,427 | -34.5% | -$5.14万 | 减仓 |
| GIB | CGI INC CL A SUB VTG | $9.75万 | 0.00% | 1,334 | 237 | 21.6% | $1.73万 | 加仓 |
| SAM | BOSTON BEER INC CL A | $9.75万 | 0.00% | 423 | 80 | 23.3% | $1.84万 | 加仓 |
| HSY | HERSHEY CO COM | $9.74万 | 0.00% | 469 | 93 | 24.7% | $1.93万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $9.74万 | 0.00% | 476 | 362 | 317.5% | $7.41万 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $9.73万 | 0.00% | 2,424 | 1,212 | 100.0% | $4.87万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $9.72万 | 0.00% | 4,469 | -1,453 | -24.5% | -$3.16万 | 减仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $9.71万 | 0.00% | 1,606 | 445 | 38.3% | $2.69万 | 加仓 |
| MUR | MURPHY OIL CORP COM | $9.70万 | 0.00% | 2,352 | 581 | 32.8% | $2.40万 | 加仓 |
| W | WAYFAIR INC CL A | $9.69万 | 0.00% | 1,289 | -599 | -31.7% | -$4.51万 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $9.68万 | 0.00% | 1,349 | 370 | 37.8% | $2.66万 | 加仓 |
| CVLT | COMMVAULT SYS INC COM | $9.67万 | 0.00% | 1,242 | 1,177 | 1,810.8% | $9.17万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $9.66万 | 0.00% | 1,281 | 292 | 29.5% | $2.20万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC COM | $9.65万 | 0.00% | 704 | 107 | 17.9% | $1.47万 | 加仓 |
| HUN | HUNTSMAN CORP COM | $9.64万 | 0.00% | 7,240 | 1,672 | 30.0% | $2.23万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $9.60万 | 0.00% | 911 | 352 | 63.0% | $3.71万 | 加仓 |
| CNXC | CONCENTRIX CORP COM | $9.60万 | 0.00% | 3,509 | 1,960 | 126.5% | $5.36万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $9.57万 | 0.00% | 2,070 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $9.55万 | 0.00% | 1,099 | 569 | 107.4% | $4.94万 | 加仓 |
| EXPO | EXPONENT INC COM | $9.55万 | 0.00% | 1,463 | -126 | -7.9% | -$8,221 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $9.52万 | 0.00% | 5,585 | 3,523 | 170.9% | $6.00万 | 加仓 |
| VSEC | VSE CORP COM | $9.52万 | 0.00% | 516 | 258 | 100.0% | $4.76万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $9.51万 | 0.00% | 787 | 384 | 95.3% | $4.64万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $9.51万 | 0.00% | 1,810 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $9.50万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $9.49万 | 0.00% | 2,563 | -3,331 | -56.5% | -$12.33万 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $9.46万 | 0.00% | 531 | -1,177 | -68.9% | -$20.98万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $9.46万 | 0.00% | 1,802 | 456 | 33.9% | $2.39万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $9.43万 | 0.00% | 15,716 | 14,477 | 1,168.4% | $8.69万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $9.39万 | 0.00% | 450 | -259 | -36.5% | -$5.40万 | 减仓 |
| NIC | NICOLET BANKSHARES INC COM | $9.37万 | 0.00% | 630 | 284 | 82.1% | $4.22万 | 加仓 |
| AOS | SMITH A O CORP COM | $9.36万 | 0.00% | 1,420 | -128 | -8.3% | -$8,440 | 减仓 |
| CELC | CELCUITY INC COM | $9.36万 | 0.00% | 820 | 477 | 139.1% | $5.44万 | 加仓 |
| MGA | MAGNA INTL INC COM | $9.35万 | 0.00% | 1,675 | 896 | 115.0% | $5.00万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $9.34万 | 0.00% | 299 | 154 | 106.2% | $4.81万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $9.33万 | 0.00% | 4,135 | 1,383 | 50.3% | $3.12万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $9.32万 | 0.00% | 3,164 | 1,031 | 48.3% | $3.04万 | 加仓 |
| APG | API GROUP CORP COM STK | $9.31万 | 0.00% | 2,297 | 607 | 35.9% | $2.46万 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $9.29万 | 0.00% | 6,468 | 2,377 | 58.1% | $3.42万 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $9.28万 | 0.00% | 1,005 | -237 | -19.1% | -$2.19万 | 减仓 |
| EQH | EQUITABLE HLDGS INC COM | $9.28万 | 0.00% | 2,501 | 526 | 26.6% | $1.95万 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $9.21万 | 0.00% | 8,333 | -16,667 | -66.7% | -$18.42万 | 减仓 |
| TALO | TALOS ENERGY INC COM | $9.19万 | 0.00% | 5,834 | 178 | 3.1% | $2,805 | 加仓 |
| NSP | INSPERITY INC COM | $9.17万 | 0.00% | 3,393 | -1,173 | -25.7% | -$3.17万 | 减仓 |
| CUBE | CUBESMART COM | $9.17万 | 0.00% | 2,501 | 2,035 | 436.7% | $7.46万 | 加仓 |
| DX | DYNEX CAP INC COM | $9.16万 | 0.00% | 7,181 | 63 | 0.9% | $804 | 加仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $9.16万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $9.14万 | 0.00% | 1,200 | 504 | 72.4% | $3.84万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $9.14万 | 0.00% | 4,620 | 658 | 16.6% | $1.30万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $9.13万 | 0.00% | 3,958 | 1,947 | 96.8% | $4.49万 | 加仓 |
| ETSY | ETSY INC COM | $9.12万 | 0.00% | 1,825 | -1,949 | -51.6% | -$9.74万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $9.10万 | 0.00% | 1,193 | 207 | 21.0% | $1.58万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $9.08万 | 0.00% | 1,876 | 533 | 39.7% | $2.58万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $9.07万 | 0.00% | 1,531 | 249 | 19.4% | $1.48万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $9.06万 | 0.00% | 2,074 | 1,791 | 632.9% | $7.82万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $9.05万 | 0.00% | 4,708 | 817 | 21.0% | $1.57万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $9.05万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE CAP VALUE ETF | $9.03万 | 0.00% | 1,295 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $9.02万 | 0.00% | 8,159 | 4,134 | 102.7% | $4.57万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $9.02万 | 0.00% | 761 | 200 | 35.7% | $2.37万 | 加仓 |
| — | FRANKLIN FTSE LATIN AMERICA ETF | $9.02万 | 0.00% | 3,189 | 3,189 | — | $9.02万 | 新建仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $9.02万 | 0.00% | 1,970 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $9.01万 | 0.00% | 586 | 314 | 115.4% | $4.83万 | 加仓 |