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 |
|---|---|---|---|---|---|---|---|---|
| DAN | DANA INC COM | $7.56万 | 0.00% | 2,247 | 667 | 42.2% | $2.24万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $7.54万 | 0.00% | 3,354 | -3,804 | -53.1% | -$8.55万 | 减仓 |
| TKR | TIMKEN CO COM | $7.54万 | 0.00% | 750 | 56 | 8.1% | $5,632 | 加仓 |
| AROC | ARCHROCK INC COM | $7.53万 | 0.00% | 2,164 | -85 | -3.8% | -$2,958 | 减仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $7.51万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO COM | $7.51万 | 0.00% | 1,222 | 626 | 105.0% | $3.85万 | 加仓 |
| MOG/A | MOOG INC CL A | $7.50万 | 0.00% | 256 | 47 | 22.5% | $1.38万 | 加仓 |
| VICR | VICOR CORP COM | $7.49万 | 0.00% | 465 | 103 | 28.5% | $1.66万 | 加仓 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $7.47万 | 0.00% | 1,148 | 574 | 100.0% | $3.74万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $7.47万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $7.47万 | 0.00% | 7,773 | 5,341 | 219.6% | $5.13万 | 加仓 |
| AES | AES CORP COM | $7.46万 | 0.00% | 5,296 | 2,006 | 61.0% | $2.83万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $7.45万 | 0.00% | 1,745 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $7.42万 | 0.00% | 2,424 | 339 | 16.3% | $1.04万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $7.41万 | 0.00% | 1,219 | 1,059 | 661.9% | $6.44万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $7.41万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC COM SER A | $7.40万 | 0.00% | 3,802 | 3,628 | 2,085.1% | $7.06万 | 加仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $7.37万 | 0.00% | 549 | 549 | — | $7.37万 | 新建仓 |
| PRI | PRIMERICA INC COM | $7.36万 | 0.00% | 294 | -19 | -6.1% | -$4,759 | 减仓 |
| TXNM | TXNM ENERGY INC COM | $7.35万 | 0.00% | 1,257 | 184 | 17.1% | $1.08万 | 加仓 |
| KOD | KODIAK SCIENCES INC COM | $7.35万 | 0.00% | 1,927 | 936 | 94.5% | $3.57万 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $7.34万 | 0.00% | 2,091 | -1,692 | -44.7% | -$5.94万 | 减仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $7.33万 | 0.00% | 3,248 | 614 | 23.3% | $1.39万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $7.33万 | 0.00% | 985 | 579 | 142.6% | $4.31万 | 加仓 |
| GNW | GENWORTH FINL INC COM SHS | $7.33万 | 0.00% | 9,022 | 119 | 1.3% | $966 | 加仓 |
| BOH | BANK HAWAII CORP COM | $7.31万 | 0.00% | 985 | 185 | 23.1% | $1.37万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $7.29万 | 0.00% | 1,948 | -686 | -26.0% | -$2.57万 | 减仓 |
| SFD | SMITHFIELD FOODS INC COM | $7.29万 | 0.00% | 2,607 | 1,923 | 281.1% | $5.38万 | 加仓 |
| TU | TELUS CORPORATION COM | $7.28万 | 0.00% | 5,674 | -3,186 | -36.0% | -$4.09万 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $7.28万 | 0.00% | 572 | 33 | 6.1% | $4,199 | 加仓 |
| FLKR | FRANKLIN FTSE SOUTH KOREA ETF | $7.26万 | 0.00% | 1,822 | 608 | 50.1% | $2.42万 | 加仓 |
| PCVX | VAXCYTE INC COM | $7.25万 | 0.00% | 1,248 | 507 | 68.4% | $2.95万 | 加仓 |
| RBRK | RUBRIK INC. CL A | $7.23万 | 0.00% | 1,476 | 1,062 | 256.5% | $5.20万 | 加仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $7.22万 | 0.00% | 4,488 | 1,809 | 67.5% | $2.91万 | 加仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $7.20万 | 0.00% | 3,943 | 272 | 7.4% | $4,969 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $7.20万 | 0.00% | 840 | 85 | 11.3% | $7,281 | 加仓 |
| ACT | ENACT HLDGS INC COM | $7.19万 | 0.00% | 1,761 | 24 | 1.4% | $979 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $7.19万 | 0.00% | 229 | 20 | 9.6% | $6,277 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $7.18万 | 0.00% | 5,469 | 1,073 | 24.4% | $1.41万 | 加仓 |
| HLNE | HAMILTON LANE INC CL A | $7.17万 | 0.00% | 722 | 112 | 18.4% | $1.11万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INT | $7.17万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC CL A | $7.15万 | 0.00% | 9,779 | 8,529 | 682.3% | $6.23万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $7.14万 | 0.00% | 20,336 | 6,656 | 48.7% | $2.34万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC COM | $7.12万 | 0.00% | 1,045 | 151 | 16.9% | $1.03万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $7.11万 | 0.00% | 2,251 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $7.10万 | 0.00% | 1,055 | 35 | 3.4% | $2,355 | 加仓 |
| NWL | NEWELL BRANDS INC COM | $7.08万 | 0.00% | 20,629 | 9,354 | 83.0% | $3.21万 | 加仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $7.06万 | 0.00% | 2,483 | 30 | 1.2% | $853 | 加仓 |
| NTCT | NETSCOUT SYS INC COM | $7.06万 | 0.00% | 2,220 | 14 | 0.6% | $445 | 加仓 |
| DY | DYCOM INDS INC COM | $7.05万 | 0.00% | 208 | 5 | 2.5% | $1,694 | 加仓 |
| NMIH | NMI HLDGS INC COM | $7.03万 | 0.00% | 1,874 | -108 | -5.4% | -$4,051 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $7.01万 | 0.00% | 2,099 | 315 | 17.7% | $1.05万 | 加仓 |
| WU | WESTERN UN CO COM | $7.00万 | 0.00% | 8,020 | 1,509 | 23.2% | $1.32万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC COM | $7.00万 | 0.00% | 480 | 41 | 9.3% | $5,980 | 加仓 |
| TRMK | TRUSTMARK CORP COM | $6.98万 | 0.00% | 1,657 | 314 | 23.4% | $1.32万 | 加仓 |
| LYFT | LYFT INC CL A COM | $6.97万 | 0.00% | 5,244 | -25,608 | -83.0% | -$34.06万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $6.97万 | 0.00% | 4,387 | 998 | 29.4% | $1.58万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $6.95万 | 0.00% | 1,679 | 187 | 12.5% | $7,746 | 加仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $6.91万 | 0.00% | 17,799 | 8,032 | 82.2% | $3.12万 | 加仓 |
| HSIC | SCHEIN HENRY INC COM | $6.90万 | 0.00% | 936 | 586 | 167.4% | $4.32万 | 加仓 |
| ALMS | ALUMIS INC COM | $6.90万 | 0.00% | 3,131 | 2,684 | 600.4% | $5.91万 | 加仓 |
| ERAS | ERASCA INC COM | $6.87万 | 0.00% | 4,249 | 1,859 | 77.8% | $3.01万 | 加仓 |
| GNTX | GENTEX CORP COM | $6.87万 | 0.00% | 3,142 | 1,283 | 69.0% | $2.80万 | 加仓 |
| CE | CELANESE CORP DEL COM | $6.86万 | 0.00% | 1,044 | 413 | 65.5% | $2.72万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $6.86万 | 0.00% | 6,904 | 273 | 4.1% | $2,714 | 加仓 |
| OXLC | OXFORD LANE CAP CORP COM | $6.85万 | 0.00% | 7,000 | 2,700 | 62.8% | $2.64万 | 加仓 |
| BULL | WEBULL CORP ORD SHS | $6.84万 | 0.00% | 14,260 | 12,544 | 731.0% | $6.02万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $6.83万 | 0.00% | 457 | -339 | -42.6% | -$5.07万 | 减仓 |
| BZ | KANZHUN LIMITED SPONSORED ADS | $6.83万 | 0.00% | 5,104 | -1,716 | -25.2% | -$2.30万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC COM | $6.81万 | 0.00% | 7,559 | 1,162 | 18.2% | $1.05万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $6.80万 | 0.00% | 574 | -1,698 | -74.7% | -$20.11万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $6.79万 | 0.00% | 839 | 313 | 59.5% | $2.53万 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $6.78万 | 0.00% | 832 | 66 | 8.6% | $5,378 | 加仓 |
| MDU | MDU RES GROUP INC COM | $6.77万 | 0.00% | 3,268 | 159 | 5.1% | $3,294 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $6.76万 | 0.00% | 1,947 | 730 | 60.0% | $2.53万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $6.75万 | 0.00% | 898 | 193 | 27.4% | $1.45万 | 加仓 |
| MC | MOELIS & CO CL A | $6.74万 | 0.00% | 1,183 | 363 | 44.3% | $2.07万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $6.72万 | 0.00% | 2,206 | 1,472 | 200.5% | $4.49万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $6.72万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $6.71万 | 0.00% | 4,620 | -1,960 | -29.8% | -$2.85万 | 减仓 |
| CFFN | CAPITOL FED FINL INC COM | $6.68万 | 0.00% | 9,376 | -768 | -7.6% | -$5,476 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $6.67万 | 0.00% | 1,027 | -1,450 | -58.5% | -$9.42万 | 减仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $6.67万 | 0.00% | 4,935 | -957 | -16.2% | -$1.29万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $6.66万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| AGNT | EXP WORLD HLDGS INC COM | $6.64万 | 0.00% | 11,081 | -429 | -3.7% | -$2,570 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $6.64万 | 0.00% | 2,058 | 2,058 | — | $6.64万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $6.63万 | 0.00% | 1,540 | 436 | 39.5% | $1.88万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $6.60万 | 0.00% | 2,498 | -116 | -4.4% | -$3,067 | 减仓 |
| DOCS | DOXIMITY INC CL A | $6.60万 | 0.00% | 2,833 | 2,560 | 937.7% | $5.96万 | 加仓 |
| SLM | SLM CORP COM | $6.60万 | 0.00% | 3,081 | 501 | 19.4% | $1.07万 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $6.59万 | 0.00% | 965 | 70 | 7.8% | $4,783 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $6.59万 | 0.00% | 1,222 | 3 | 0.2% | $162 | 加仓 |
| IAUX | I-80 GOLD CORP COM | $6.58万 | 0.00% | 43,322 | -263 | -0.6% | -$400 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $6.58万 | 0.00% | 1,008 | 341 | 51.1% | $2.23万 | 加仓 |
| RRC | RANGE RES CORP COM | $6.57万 | 0.00% | 1,455 | -1,019 | -41.2% | -$4.60万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC COM | $6.56万 | 0.00% | 1,771 | 45 | 2.6% | $1,668 | 加仓 |
| RVTY | REVVITY INC COM | $6.56万 | 0.00% | 749 | 109 | 17.0% | $9,547 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC COM | $6.56万 | 0.00% | 2,531 | 917 | 56.8% | $2.38万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $6.53万 | 0.00% | 4,651 | 1,121 | 31.8% | $1.57万 | 加仓 |
| AX | AXOS FINANCIAL INC COM | $6.53万 | 0.00% | 767 | 230 | 42.8% | $1.96万 | 加仓 |