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 |
|---|---|---|---|---|---|---|---|---|
| FTV | FORTIVE CORP COM | $9.77万 | 0.00% | 1,599 | -1,139 | -41.6% | -$6.96万 | 减仓 |
| ENVA | ENOVA INTL INC COM | $9.75万 | 0.00% | 405 | 20 | 5.2% | $4,815 | 加仓 |
| XLP | Consumer Staples Select Sector SPDR ETF | $9.73万 | 0.00% | 1,171 | -457 | -28.1% | -$3.80万 | 减仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $9.70万 | 0.00% | 2,295 | 1 | 0.0% | $42 | 加仓 |
| ATR | APTARGROUP INC COM | $9.69万 | 0.00% | 774 | -717 | -48.1% | -$8.98万 | 减仓 |
| TRI | THOMSON REUTERS CORP COM | $9.68万 | 0.00% | 1,185 | -133 | -10.1% | -$1.09万 | 减仓 |
| STN | STANTEC INC COM | $9.67万 | 0.00% | 1,404 | -1,164 | -45.3% | -$8.02万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $9.66万 | 0.00% | 6,352 | -1,969 | -23.7% | -$2.99万 | 减仓 |
| KOD | KODIAK SCIENCES INC COM | $9.66万 | 0.00% | 2,479 | 552 | 28.6% | $2.15万 | 加仓 |
| EQT | EQT CORP COM | $9.62万 | 0.00% | 1,808 | -4,346 | -70.6% | -$23.11万 | 减仓 |
| FLR | FLUOR CORP COM | $9.59万 | 0.00% | 1,830 | -1,574 | -46.2% | -$8.25万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $9.55万 | 0.00% | 535 | -275 | -34.0% | -$4.91万 | 减仓 |
| — | QORVO INC COM | $9.50万 | 0.00% | 1,019 | -873 | -46.1% | -$8.14万 | 减仓 |
| RPM | RPM INTL INC COM | $9.50万 | 0.00% | 854 | -491 | -36.5% | -$5.46万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $9.49万 | 0.00% | 3,601 | -438 | -10.8% | -$1.15万 | 减仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $9.47万 | 0.00% | 1,843 | -748 | -28.9% | -$3.84万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC COM | $9.46万 | 0.00% | 853 | -543 | -38.9% | -$6.02万 | 减仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $9.44万 | 0.00% | 11,181 | -9,616 | -46.2% | -$8.12万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $9.40万 | 0.00% | 834 | -356 | -29.9% | -$4.01万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $9.36万 | 0.00% | 45 | -21 | -31.8% | -$4.37万 | 减仓 |
| UPWK | UPWORK INC COM | $9.36万 | 0.00% | 11,199 | 2,240 | 25.0% | $1.87万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $9.30万 | 0.00% | 1,245 | -681 | -35.4% | -$5.09万 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $9.30万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $9.30万 | 0.00% | 1,563 | -239 | -13.3% | -$1.42万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $9.30万 | 0.00% | 475 | -275 | -36.7% | -$5.38万 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $9.28万 | 0.00% | 1,176 | -173 | -12.8% | -$1.37万 | 减仓 |
| FELE | FRANKLIN ELEC INC COM | $9.28万 | 0.00% | 866 | -111 | -11.4% | -$1.19万 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $9.27万 | 0.00% | 1,649 | 1,266 | 330.5% | $7.12万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC COM | $9.26万 | 0.00% | 4,482 | -2,593 | -36.7% | -$5.36万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $9.25万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC COM | $9.21万 | 0.00% | 2,543 | 1,334 | 110.3% | $4.83万 | 加仓 |
| — | ARCHIMEDES TECH SPAC PARTNERS ORD SHS | $9.16万 | 0.00% | 8,500 | 8,500 | — | $9.16万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $9.16万 | 0.00% | 2,587 | 1,428 | 123.2% | $5.06万 | 加仓 |
| MZTI | MARZETTI COMPANY COM | $9.12万 | 0.00% | 799 | -307 | -27.8% | -$3.50万 | 减仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $9.11万 | 0.00% | 1,985 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $9.11万 | 0.00% | 372 | -140 | -27.3% | -$3.43万 | 减仓 |
| OR | OR ROYALTIES INC. COM SHS | $9.07万 | 0.00% | 2,869 | -1,670 | -36.8% | -$5.28万 | 减仓 |
| SUI | SUN CMNTYS INC COM | $9.06万 | 0.00% | 756 | -226 | -23.0% | -$2.71万 | 减仓 |
| NTCT | NETSCOUT SYS INC COM | $9.06万 | 0.00% | 2,080 | -140 | -6.3% | -$6,097 | 减仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $9.01万 | 0.00% | 2,358 | -219 | -8.5% | -$8,364 | 减仓 |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | $8.96万 | 0.00% | 3,915 | 34 | 0.9% | $779 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $8.95万 | 0.00% | 6,725 | 2,105 | 45.6% | $2.80万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $8.92万 | 0.00% | 943 | -955 | -50.3% | -$9.03万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $8.92万 | 0.00% | 458 | -18 | -3.8% | -$3,506 | 减仓 |
| VOYA | VOYA FINANCIAL INC COM | $8.91万 | 0.00% | 984 | 19 | 2.0% | $1,720 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN INM COM | $8.87万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW COM | $8.83万 | 0.00% | 828 | -357 | -30.1% | -$3.81万 | 减仓 |
| ACMR | ACM RESH INC COM CL A | $8.79万 | 0.00% | 693 | -326 | -32.0% | -$4.14万 | 减仓 |
| — | XAI FLOATING RATE & ALTER INCO COM SHS BENF INT | $8.78万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $8.76万 | 0.00% | 2,634 | 559 | 26.9% | $1.86万 | 加仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $8.71万 | 0.00% | 14,820 | -20,014 | -57.5% | -$11.77万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $8.69万 | 0.00% | 1,616 | 1,058 | 189.6% | $5.69万 | 加仓 |
| PD | PAGERDUTY INC COM | $8.68万 | 0.00% | 8,995 | 3,859 | 75.1% | $3.72万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $8.67万 | 0.00% | 11,199 | 6,685 | 148.1% | $5.17万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC CL A | $8.66万 | 0.00% | 1,882 | 198 | 11.8% | $9,116 | 加仓 |
| TRMB | TRIMBLE INC COM | $8.65万 | 0.00% | 1,691 | -2,319 | -57.8% | -$11.87万 | 减仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $8.64万 | 0.00% | 1,355 | -462 | -25.4% | -$2.95万 | 减仓 |
| BAND | BANDWIDTH INC COM CL A | $8.61万 | 0.00% | 1,360 | 129 | 10.5% | $8,166 | 加仓 |
| VAL | VALARIS LTD CL A | $8.57万 | 0.00% | 1,181 | -458 | -27.9% | -$3.33万 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $8.53万 | 0.00% | 5,226 | -2,415 | -31.6% | -$3.94万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $8.52万 | 0.00% | 2,084 | -1,635 | -44.0% | -$6.68万 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $8.51万 | 0.00% | 831 | -408 | -32.9% | -$4.18万 | 减仓 |
| AOS | SMITH A O CORP COM | $8.50万 | 0.00% | 1,355 | -65 | -4.6% | -$4,077 | 减仓 |
| BCE | BCE INC COM NEW | $8.49万 | 0.00% | 3,949 | -2,444 | -38.2% | -$5.26万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $8.49万 | 0.00% | 2,266 | 15 | 0.7% | $562 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $8.45万 | 0.00% | 3,794 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.44万 | 0.00% | 1,679 | 874 | 108.6% | $4.39万 | 加仓 |
| ADT | ADT INC DEL COM | $8.42万 | 0.00% | 12,949 | -22,534 | -63.5% | -$14.65万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP COM | $8.37万 | 0.00% | 1,869 | -277 | -12.9% | -$1.24万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $8.35万 | 0.00% | 546 | 31 | 6.0% | $4,742 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $8.35万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $8.34万 | 0.00% | 478 | 13 | 2.8% | $2,270 | 加仓 |
| DX | DYNEX CAP INC COM | $8.32万 | 0.00% | 6,348 | -833 | -11.6% | -$1.09万 | 减仓 |
| REXR | REXFORD INDL RLTY INC COM | $8.31万 | 0.00% | 2,482 | -1,322 | -34.8% | -$4.43万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $8.31万 | 0.00% | 583 | -138 | -19.1% | -$1.97万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $8.31万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $8.29万 | 0.00% | 3,191 | -705 | -18.1% | -$1.83万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $8.29万 | 0.00% | 507 | -254 | -33.4% | -$4.15万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $8.29万 | 0.00% | 725 | 310 | 74.7% | $3.54万 | 加仓 |
| IPGP | IPG PHOTONICS CORP COM | $8.26万 | 0.00% | 704 | -211 | -23.1% | -$2.48万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $8.26万 | 0.00% | 1,212 | -7 | -0.6% | -$477 | 减仓 |
| BRC | BRADY CORP CL A | $8.25万 | 0.00% | 901 | -348 | -27.9% | -$3.19万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $8.24万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $8.24万 | 0.00% | 533 | -171 | -24.3% | -$2.64万 | 减仓 |
| KT | KT CORP SPONSORED ADR | $8.23万 | 0.00% | 4,765 | -4,357 | -47.8% | -$7.53万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $8.23万 | 0.00% | 6,500 | 1,500 | 30.0% | $1.90万 | 加仓 |
| — | FIRST US BANCSHARES INC COM | $8.22万 | 0.00% | 4,966 | -4,966 | -50.0% | -$8.22万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INCME COM | $8.18万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $8.16万 | 0.00% | 1,883 | -3,435 | -64.6% | -$14.89万 | 减仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $8.14万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $8.09万 | 0.00% | 1,074 | -751 | -41.2% | -$5.66万 | 减仓 |
| LASR | NLIGHT INC COM | $8.08万 | 0.00% | 1,160 | -623 | -34.9% | -$4.34万 | 减仓 |
| HAYW | HAYWARD HLDGS INC COM | $8.07万 | 0.00% | 4,663 | 149 | 3.3% | $2,579 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC COM | $8.06万 | 0.00% | 847 | 829 | 4,605.6% | $7.89万 | 加仓 |
| ALKS | ALKERMES PLC SHS | $8.05万 | 0.00% | 1,536 | -1,742 | -53.1% | -$9.13万 | 减仓 |
| IX | ORIX CORP SPONSORED ADR | $8.00万 | 0.00% | 2,104 | -2,815 | -57.2% | -$10.71万 | 减仓 |
| TDC | TERADATA CORP DEL COM | $8.00万 | 0.00% | 2,309 | 487 | 26.7% | $1.69万 | 加仓 |
| CCJ | CAMECO CORP COM | $8.00万 | 0.00% | 785 | -286 | -26.7% | -$2.91万 | 减仓 |
| GATX | GATX CORP COM | $7.99万 | 0.00% | 451 | -381 | -45.8% | -$6.75万 | 减仓 |
| APTV | APTIV PLC COM SHS | $7.99万 | 0.00% | 1,301 | -1,323 | -50.4% | -$8.12万 | 减仓 |