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 |
|---|---|---|---|---|---|---|---|---|
| FELE | FRANKLIN ELEC INC COM | $9.01万 | 0.00% | 977 | 175 | 21.8% | $1.61万 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $8.94万 | 0.00% | 1,200 | 249 | 26.2% | $1.85万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS COM | $8.90万 | 0.00% | 3,021 | 1,074 | 55.2% | $3.16万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $8.89万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $8.89万 | 0.00% | 1,048 | 818 | 355.7% | $6.94万 | 加仓 |
| SNEX | STONEX GROUP INC COM | $8.89万 | 0.00% | 1,102 | 568 | 106.4% | $4.58万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $8.87万 | 0.00% | 5,153 | 281 | 5.8% | $4,839 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $8.87万 | 0.00% | 4,129 | 2,788 | 207.9% | $5.99万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $8.87万 | 0.00% | 1,597 | -348 | -17.9% | -$1.93万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $8.84万 | 0.00% | 935 | 231 | 32.8% | $2.18万 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENERGI SPONSORED ADS | $8.80万 | 0.00% | 7,373 | 1,379 | 23.0% | $1.65万 | 加仓 |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | $8.79万 | 0.00% | 3,881 | 22 | 0.6% | $499 | 加仓 |
| WTI | W & T OFFSHORE INC COM | $8.79万 | 0.00% | 25,788 | -121 | -0.5% | -$413 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND BEN INT SHS | $8.75万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $8.75万 | 0.00% | 759 | 759 | — | $8.75万 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $8.73万 | 0.00% | 603 | 44 | 7.9% | $6,367 | 加仓 |
| GDS | GDS HLDGS LTD SPONSORED ADS | $8.70万 | 0.00% | 2,160 | 915 | 73.5% | $3.69万 | 加仓 |
| — | ONESTREAM INC CL A | $8.70万 | 0.00% | 3,626 | 953 | 35.7% | $2.29万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $8.70万 | 0.00% | 5,782 | 528 | 10.0% | $7,946 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $8.69万 | 0.00% | 777 | 107 | 16.0% | $1.20万 | 加仓 |
| — | BLACKROCK ENERGY & RES TR COM | $8.69万 | 0.00% | 5,020 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $8.69万 | 0.00% | 4,650 | 1,167 | 33.5% | $2.18万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $8.65万 | 0.00% | 512 | 166 | 48.0% | $2.81万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $8.63万 | 0.00% | 3,788 | 939 | 33.0% | $2.14万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $8.61万 | 0.00% | 2,821 | 491 | 21.1% | $1.50万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $8.60万 | 0.00% | 1,220 | 433 | 55.0% | $3.05万 | 加仓 |
| — | XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT | $8.59万 | 0.00% | 5,000 | 5,000 | — | $8.59万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $8.55万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $8.55万 | 0.00% | 493 | -437 | -47.0% | -$7.58万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $8.52万 | 0.00% | 1,169 | 118 | 11.2% | $8,600 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $8.52万 | 0.00% | 476 | 20 | 4.4% | $3,579 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $8.51万 | 0.00% | 5,182 | 1,050 | 25.4% | $1.73万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $8.50万 | 0.00% | 2,645 | 2,645 | — | $8.50万 | 新建仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $8.48万 | 0.00% | 3,452 | 301 | 9.6% | $7,398 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $8.48万 | 0.00% | 8,026 | 277 | 3.6% | $2,925 | 加仓 |
| FOXA | FOX CORP CL A COM | $8.47万 | 0.00% | 1,451 | 251 | 20.9% | $1.47万 | 加仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $8.47万 | 0.00% | 2,294 | 647 | 39.3% | $2.39万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $8.47万 | 0.00% | 3,794 | 3,494 | 1,164.7% | $7.80万 | 加仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $8.45万 | 0.00% | 5,647 | 1,543 | 37.6% | $2.31万 | 加仓 |
| FHB | FIRST HAWAIIAN INC COM | $8.44万 | 0.00% | 3,427 | -335 | -8.9% | -$8,254 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $8.44万 | 0.00% | 15,074 | -22 | -0.1% | -$123 | 减仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $8.44万 | 0.00% | 1,985 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $8.41万 | 0.00% | 1,040 | 393 | 60.7% | $3.18万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $8.40万 | 0.00% | 1,767 | -286 | -13.9% | -$1.36万 | 减仓 |
| ESAB | ESAB CORPORATION COM | $8.36万 | 0.00% | 865 | 176 | 25.5% | $1.70万 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $8.35万 | 0.00% | 2,004 | -758 | -27.4% | -$3.16万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $8.33万 | 0.00% | 827 | 295 | 55.5% | $2.97万 | 加仓 |
| CENX | CENTURY ALUM CO COM | $8.33万 | 0.00% | 1,419 | 297 | 26.5% | $1.74万 | 加仓 |
| NUTX | NUTEX HEALTH INC COM | $8.30万 | 0.00% | 873 | 873 | — | $8.30万 | 新建仓 |
| DMLP | DORCHESTER MINERALS L P COM UNIT | $8.30万 | 0.00% | 3,061 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD SHS | $8.29万 | 0.00% | 1,532 | 223 | 17.0% | $1.21万 | 加仓 |
| PL | PLANET LABS PBC COM CL A | $8.29万 | 0.00% | 2,965 | 2,102 | 243.6% | $5.88万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8.22万 | 0.00% | 910 | 205 | 29.1% | $1.85万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $8.22万 | 0.00% | 229 | 80 | 53.7% | $2.87万 | 加仓 |
| — | TRI POINTE HOMES INC COM | $8.21万 | 0.00% | 1,756 | -212 | -10.8% | -$9,907 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $8.19万 | 0.00% | 2,465 | -1 | -0.0% | -$33 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN INM COM | $8.18万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $8.17万 | 0.00% | 6,758 | -1,565 | -18.8% | -$1.89万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $8.16万 | 0.00% | 408 | 38 | 10.3% | $7,598 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $8.14万 | 0.00% | 888 | -321 | -26.6% | -$2.94万 | 减仓 |
| FSM | FORTUNA MNG CORP COM NEW | $8.14万 | 0.00% | 8,195 | 2,832 | 52.8% | $2.81万 | 加仓 |
| DDS | DILLARDS INC CL A | $8.12万 | 0.00% | 142 | 32 | 29.1% | $1.83万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $8.12万 | 0.00% | 1,265 | 579 | 84.4% | $3.72万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $8.12万 | 0.00% | 8,548 | 4,270 | 99.8% | $4.06万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD SHS | $8.11万 | 0.00% | 2,055 | 743 | 56.6% | $2.93万 | 加仓 |
| CTRE | CARETRUST REIT INC COM | $8.06万 | 0.00% | 2,199 | 850 | 63.0% | $3.12万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $8.04万 | 0.00% | 10,001 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $8.00万 | 0.00% | 1,798 | 607 | 51.0% | $2.70万 | 加仓 |
| SPNT | SIRIUSPOINT LTD COM | $7.98万 | 0.00% | 3,704 | 1,256 | 51.3% | $2.71万 | 加仓 |
| — | HERITAGE COMM CORP COM | $7.98万 | 0.00% | 6,391 | 72 | 1.1% | $899 | 加仓 |
| WSFS | WSFS FINL CORP COM | $7.97万 | 0.00% | 1,217 | 69 | 6.0% | $4,517 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $7.96万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC COM | $7.95万 | 0.00% | 2,762 | 1,359 | 96.9% | $3.91万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $7.91万 | 0.00% | 9,441 | 1,306 | 16.1% | $1.09万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $7.89万 | 0.00% | 5,450 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $7.86万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD ADR | $7.83万 | 0.00% | 5,655 | 2,888 | 104.4% | $4.00万 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC CL A | $7.83万 | 0.00% | 1,684 | 562 | 50.1% | $2.61万 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $7.79万 | 0.00% | 1,548 | 941 | 155.0% | $4.73万 | 加仓 |
| — | CSG SYS INTL INC COM | $7.78万 | 0.00% | 973 | 235 | 31.8% | $1.88万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $7.77万 | 0.00% | 32,511 | 6,617 | 25.6% | $1.58万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $7.77万 | 0.00% | 694 | 168 | 31.9% | $1.88万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $7.76万 | 0.00% | 1,450 | -19 | -1.3% | -$1,017 | 减仓 |
| PHIN | PHINIA INC COMMON STOCK | $7.75万 | 0.00% | 1,132 | 376 | 49.7% | $2.57万 | 加仓 |
| MMS | MAXIMUS INC COM | $7.73万 | 0.00% | 1,206 | -368 | -23.4% | -$2.36万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | $7.72万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $7.71万 | 0.00% | 1,150 | 79 | 7.4% | $5,293 | 加仓 |
| EPAM | EPAM SYS INC COM | $7.70万 | 0.00% | 569 | 489 | 611.2% | $6.62万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $7.70万 | 0.00% | 2,187 | 711 | 48.2% | $2.50万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $7.68万 | 0.00% | 1,122 | 1,122 | — | $7.68万 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $7.67万 | 0.00% | 2,951 | 1,150 | 63.9% | $2.99万 | 加仓 |
| VTRS | VIATRIS INC COM | $7.66万 | 0.00% | 5,671 | 1,134 | 25.0% | $1.53万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC COM | $7.65万 | 0.00% | 7,261 | -1,357 | -15.7% | -$1.43万 | 减仓 |
| NJR | NEW JERSEY RES CORP COM | $7.64万 | 0.00% | 1,391 | 280 | 25.2% | $1.54万 | 加仓 |
| MSA | MSA SAFETY INC COM | $7.62万 | 0.00% | 465 | 134 | 40.5% | $2.20万 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $7.60万 | 0.00% | 2,257 | 565 | 33.4% | $1.90万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $7.60万 | 0.00% | 1,709 | 793 | 86.6% | $3.53万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INCME COM | $7.59万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $7.58万 | 0.00% | 20,715 | 5,415 | 35.4% | $1.98万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $7.57万 | 0.00% | 1,900 | 983 | 107.2% | $3.92万 | 加仓 |