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 |
|---|---|---|---|---|---|---|---|---|
| HLNE | HAMILTON LANE INC CL A | $7.97万 | 0.00% | 1,010 | 288 | 39.9% | $2.27万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $7.96万 | 0.00% | 1,745 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS COM | $7.94万 | 0.00% | 827 | 410 | 98.3% | $3.94万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $7.94万 | 0.00% | 7,125 | -2,257 | -24.1% | -$2.52万 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $7.92万 | 0.00% | 618 | -159 | -20.5% | -$2.04万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $7.92万 | 0.00% | 5,450 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP COM | $7.92万 | 0.00% | 1,935 | -847 | -30.4% | -$3.47万 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $7.90万 | 0.00% | 335 | -337 | -50.1% | -$7.95万 | 减仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $7.88万 | 0.00% | 1,251 | -485 | -27.9% | -$3.06万 | 减仓 |
| HSY | HERSHEY CO COM | $7.88万 | 0.00% | 449 | -20 | -4.3% | -$3,510 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $7.88万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $7.87万 | 0.00% | 1,046 | -1,046 | -50.0% | -$7.87万 | 减仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $7.85万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $7.82万 | 0.00% | 4,100 | 218 | 5.6% | $4,159 | 加仓 |
| AMSF | AMERISAFE INC COM | $7.82万 | 0.00% | 2,311 | 363 | 18.6% | $1.23万 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | $7.81万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC COM | $7.81万 | 0.00% | 223 | -162 | -42.1% | -$5.67万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $7.76万 | 0.00% | 1,458 | -3,200 | -68.7% | -$17.02万 | 减仓 |
| BAP | CREDICORP LTD COM | $7.75万 | 0.00% | 199 | -160 | -44.6% | -$6.23万 | 减仓 |
| BHVN | BIOHAVEN LTD COM | $7.73万 | 0.00% | 5,195 | 2,156 | 70.9% | $3.21万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $7.73万 | 0.00% | 3,962 | -746 | -15.8% | -$1.46万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P COM UNIT | $7.73万 | 0.00% | 3,061 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC CLASS A COM | $7.70万 | 0.00% | 798 | -117 | -12.8% | -$1.13万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $7.70万 | 0.00% | 1,195 | 469 | 64.6% | $3.02万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $7.69万 | 0.00% | 889 | 1 | 0.1% | $87 | 加仓 |
| CYTK | CYTOKINETICS INC COM NEW | $7.68万 | 0.00% | 902 | -646 | -41.7% | -$5.50万 | 减仓 |
| HBM | HUDBAY MINERALS INC COM | $7.68万 | 0.00% | 3,251 | -2,573 | -44.2% | -$6.07万 | 减仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $7.66万 | 0.00% | 2,788 | -1,809 | -39.4% | -$4.97万 | 减仓 |
| WAFD | WAFD INC COM | $7.64万 | 0.00% | 1,991 | -35 | -1.7% | -$1,343 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC COM | $7.63万 | 0.00% | 3,153 | -473 | -13.0% | -$1.14万 | 减仓 |
| LIVN | LIVANOVA PLC SHS | $7.61万 | 0.00% | 926 | -697 | -42.9% | -$5.73万 | 减仓 |
| — | DIREXION DAILY SMALL CAP BEAR 3X ETF | $7.58万 | 0.00% | 19,998 | 19,998 | — | $7.58万 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $7.57万 | 0.00% | 2,841 | 343 | 13.7% | $9,141 | 加仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $7.57万 | 0.00% | 1,431 | -803 | -35.9% | -$4.25万 | 减仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $7.55万 | 0.00% | 1,414 | 424 | 42.8% | $2.26万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $7.52万 | 0.00% | 1,950 | -149 | -7.1% | -$5,746 | 减仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $7.51万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $7.50万 | 0.00% | 5,310 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $7.50万 | 0.00% | 1,802 | -1,440 | -44.4% | -$5.99万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $7.49万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $7.49万 | 0.00% | 2,303 | -804 | -25.9% | -$2.61万 | 减仓 |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $7.45万 | 0.00% | 962 | -1,302 | -57.5% | -$10.08万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR COM | $7.44万 | 0.00% | 5,020 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $7.38万 | 0.00% | 663 | -86 | -11.5% | -$9,572 | 减仓 |
| PK | PARK HOTELS & RESORTS INC COM | $7.36万 | 0.00% | 5,165 | -2,096 | -28.9% | -$2.99万 | 减仓 |
| CBZ | CBIZ INC COM | $7.36万 | 0.00% | 2,294 | 782 | 51.7% | $2.51万 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $7.35万 | 0.00% | 2,509 | 1,302 | 107.9% | $3.81万 | 加仓 |
| AGNT | AGNT INC COM | $7.34万 | 0.00% | 13,569 | 2,488 | 22.5% | $1.35万 | 加仓 |
| REAL | THE REALREAL INC COM | $7.33万 | 0.00% | 6,217 | -36 | -0.6% | -$424 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $7.31万 | 0.00% | 683 | -144 | -17.4% | -$1.54万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $7.28万 | 0.00% | 1,162 | -12 | -1.0% | -$752 | 减仓 |
| SFD | SMITHFIELD FOODS INC COM | $7.26万 | 0.00% | 2,994 | 387 | 14.8% | $9,389 | 加仓 |
| ALMS | ALUMIS INC COM | $7.26万 | 0.00% | 2,581 | -550 | -17.6% | -$1.55万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC COM | $7.22万 | 0.00% | 885 | -160 | -15.3% | -$1.31万 | 减仓 |
| ESNT | ESSENT GROUP LTD COM | $7.21万 | 0.00% | 1,121 | -924 | -45.2% | -$5.94万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $7.19万 | 0.00% | 572 | 148 | 34.9% | $1.86万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INT | $7.17万 | 0.00% | 3,200 | -250 | -7.2% | -$5,605 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $7.15万 | 0.00% | 933 | -236 | -20.2% | -$1.81万 | 减仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $7.13万 | 0.00% | 1,071 | -79 | -6.9% | -$5,261 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $7.13万 | 0.00% | 3,690 | -1,801 | -32.8% | -$3.48万 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $7.11万 | 0.00% | 712 | 29 | 4.2% | $2,897 | 加仓 |
| PPLI | PEOPLE INC COM NEW | $7.11万 | 0.00% | 1,540 | -67 | -4.2% | -$3,093 | 减仓 |
| AVTR | AVANTOR INC COM | $7.11万 | 0.00% | 7,180 | 5,541 | 338.1% | $5.49万 | 加仓 |
| ORN | ORION GROUP HLDGS INC COM | $7.10万 | 0.00% | 4,220 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC SHS EURO | $7.09万 | 0.00% | 697 | -120 | -14.7% | -$1.22万 | 减仓 |
| PLOW | DOUGLAS DYNAMICS INC COM | $7.08万 | 0.00% | 1,313 | 155 | 13.4% | $8,362 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $7.07万 | 0.00% | 619 | -2,443 | -79.8% | -$27.89万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $7.06万 | 0.00% | 2,238 | -524 | -19.0% | -$1.65万 | 减仓 |
| WLK | WESTLAKE CORPORATION COM | $7.02万 | 0.00% | 961 | 727 | 310.7% | $5.31万 | 加仓 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $7.01万 | 0.00% | 1,061 | -761 | -41.8% | -$5.03万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $6.98万 | 0.00% | 610 | 87 | 16.6% | $9,959 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $6.98万 | 0.00% | 871 | 39 | 4.7% | $3,126 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $6.98万 | 0.00% | 2,380 | -1,408 | -37.2% | -$4.13万 | 减仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $6.97万 | 0.00% | 2,324 | -924 | -28.4% | -$2.77万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $6.97万 | 0.00% | 2,123 | 10 | 0.5% | $328 | 加仓 |
| CACI | CACI INTL INC CL A | $6.95万 | 0.00% | 150 | -245 | -62.0% | -$11.35万 | 减仓 |
| VALE | VALE S A SPONSORED ADS | $6.94万 | 0.00% | 4,616 | -4,237 | -47.9% | -$6.37万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $6.93万 | 0.00% | 1,027 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $6.93万 | 0.00% | 4,517 | -3,072 | -40.5% | -$4.71万 | 减仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $6.93万 | 0.00% | 1,684 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $6.92万 | 0.00% | 1,228 | 700 | 132.6% | $3.94万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $6.89万 | 0.00% | 905 | -217 | -19.3% | -$1.65万 | 减仓 |
| MGA | MAGNA INTL INC COM | $6.88万 | 0.00% | 1,048 | -627 | -37.4% | -$4.12万 | 减仓 |
| RELY | REMITLY GLOBAL INC COM | $6.87万 | 0.00% | 3,064 | -1,038 | -25.3% | -$2.33万 | 减仓 |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $6.86万 | 0.00% | 21,636 | 3,309 | 18.1% | $1.05万 | 加仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $6.86万 | 0.00% | 2,093 | 483 | 30.0% | $1.58万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS COM | $6.86万 | 0.00% | 2,030 | -991 | -32.8% | -$3.35万 | 减仓 |
| GRC | GORMAN RUPP CO COM | $6.84万 | 0.00% | 746 | 698 | 1,454.2% | $6.40万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $6.82万 | 0.00% | 1,929 | 132 | 7.3% | $4,667 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $6.80万 | 0.00% | 858 | -936 | -52.2% | -$7.42万 | 减仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $6.80万 | 0.00% | 928 | -678 | -42.2% | -$4.97万 | 减仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $6.79万 | 0.00% | 3,633 | 3,517 | 3,031.9% | $6.57万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $6.78万 | 0.00% | 678 | -10 | -1.5% | -$1,001 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $6.74万 | 0.00% | 493 | -81 | -14.1% | -$1.11万 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $6.74万 | 0.00% | 231 | -34 | -12.8% | -$9,914 | 减仓 |
| NOVT | NOVANTA INC COM | $6.72万 | 0.00% | 414 | -7 | -1.7% | -$1,136 | 减仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $6.70万 | 0.00% | 878 | -771 | -46.8% | -$5.88万 | 减仓 |
| FLHY | FRANKLIN HIGH YIELD CORPORATE ETF | $6.69万 | 0.00% | 2,756 | -1,401 | -33.7% | -$3.40万 | 减仓 |
| WHR | WHIRLPOOL CORP COM | $6.68万 | 0.00% | 1,695 | 677 | 66.5% | $2.67万 | 加仓 |
| ACT | ENACT HLDGS INC COM | $6.65万 | 0.00% | 1,454 | -307 | -17.4% | -$1.40万 | 减仓 |