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 |
|---|---|---|---|---|---|---|---|---|
| TRN | TRINITY INDS INC COM | $6.50万 | 0.00% | 2,021 | -55 | -2.6% | -$1,770 | 减仓 |
| TEX | TEREX CORP NEW COM | $6.50万 | 0.00% | 1,100 | 694 | 170.9% | $4.10万 | 加仓 |
| CNO | CNO FINL GROUP INC COM | $6.50万 | 0.00% | 1,582 | 46 | 3.0% | $1,889 | 加仓 |
| NWS | NEWS CORP NEW CL B | $6.49万 | 0.00% | 2,278 | 397 | 21.1% | $1.13万 | 加仓 |
| PRAA | PRA GROUP INC COM | $6.49万 | 0.00% | 3,711 | 1,230 | 49.6% | $2.15万 | 加仓 |
| AMSF | AMERISAFE INC COM | $6.49万 | 0.00% | 1,948 | -181 | -8.5% | -$6,033 | 减仓 |
| FNB | F N B CORP COM | $6.49万 | 0.00% | 3,882 | 280 | 7.8% | $4,682 | 加仓 |
| HTH | HILLTOP HLDGS INC COM | $6.49万 | 0.00% | 1,812 | 246 | 15.7% | $8,812 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER CORP COM NEW | $6.47万 | 0.00% | 12,404 | 12,404 | — | $6.47万 | 新建仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $6.47万 | 0.00% | 2,577 | 181 | 7.6% | $4,545 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $6.46万 | 0.00% | 2,347 | 168 | 7.7% | $4,627 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $6.46万 | 0.00% | 2,052 | 72 | 3.6% | $2,267 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $6.46万 | 0.00% | 1,684 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC COM | $6.46万 | 0.00% | 808 | -205 | -20.2% | -$1.64万 | 减仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $6.46万 | 0.00% | 1,075 | -41 | -3.7% | -$2,462 | 减仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $6.45万 | 0.00% | 1,075 | 967 | 895.4% | $5.80万 | 加仓 |
| PPLI | IAC INC COM NEW | $6.43万 | 0.00% | 1,607 | 1,138 | 242.6% | $4.56万 | 加仓 |
| RELY | REMITLY GLOBAL INC COM | $6.43万 | 0.00% | 4,102 | 1,460 | 55.3% | $2.29万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $6.41万 | 0.00% | 265 | 63 | 31.2% | $1.52万 | 加仓 |
| UDOW | PROSHARES ULTRAPRO DOW30 | $6.41万 | 0.00% | 1,277 | 1 | 0.1% | $50 | 加仓 |
| FSLY | FASTLY INC CL A | $6.40万 | 0.00% | 2,204 | 627 | 39.8% | $1.82万 | 加仓 |
| EXP | EAGLE MATLS INC COM | $6.40万 | 0.00% | 338 | 14 | 4.3% | $2,652 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $6.40万 | 0.00% | 5,000 | 1,750 | 53.8% | $2.24万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $6.39万 | 0.00% | 466 | 262 | 128.4% | $3.60万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $6.38万 | 0.00% | 1,797 | 61 | 3.5% | $2,166 | 加仓 |
| WAFD | WAFD INC COM | $6.36万 | 0.00% | 2,026 | 243 | 13.6% | $7,632 | 加仓 |
| GEN | GEN DIGITAL INC COM | $6.36万 | 0.00% | 3,376 | 427 | 14.5% | $8,040 | 加仓 |
| — | YALLA GROUP LTD ADS | $6.36万 | 0.00% | 10,202 | 4,112 | 67.5% | $2.56万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $6.33万 | 0.00% | 418 | -14 | -3.2% | -$2,122 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $6.33万 | 0.00% | 1,213 | 42 | 3.6% | $2,190 | 加仓 |
| TDW | TIDEWATER INC NEW COM | $6.32万 | 0.00% | 757 | -11 | -1.4% | -$919 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $6.32万 | 0.00% | 683 | -329 | -32.5% | -$3.04万 | 减仓 |
| SOBO | SOUTH BOW CORP COM | $6.31万 | 0.00% | 1,893 | 831 | 78.2% | $2.77万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $6.30万 | 0.00% | 2,113 | 500 | 31.0% | $1.49万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $6.30万 | 0.00% | 1,004 | 63 | 6.7% | $3,950 | 加仓 |
| REG | REGENCY CTRS CORP COM | $6.26万 | 0.00% | 827 | 14 | 1.7% | $1,059 | 加仓 |
| QLTY | GMO US QUALITY ETF | $6.26万 | 0.00% | 1,729 | -1,821 | -51.3% | -$6.59万 | 减仓 |
| CNA | CNA FINL CORP COM | $6.25万 | 0.00% | 1,362 | 69 | 5.3% | $3,168 | 加仓 |
| ASND | ASCENDIS PHARMA A/S SPONSORED ADR | $6.22万 | 0.00% | 272 | 69 | 34.0% | $1.58万 | 加仓 |
| HAFC | HANMI FINL CORP COM NEW | $6.21万 | 0.00% | 2,355 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC COM | $6.20万 | 0.00% | 1,611 | 903 | 127.5% | $3.48万 | 加仓 |
| WSBC | WESBANCO INC COM | $6.17万 | 0.00% | 1,789 | -123 | -6.4% | -$4,242 | 减仓 |
| TILE | INTERFACE INC COM | $6.16万 | 0.00% | 2,472 | 934 | 60.7% | $2.33万 | 加仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $6.15万 | 0.00% | 990 | -1,890 | -65.6% | -$11.75万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $6.13万 | 0.00% | 509 | 38 | 8.1% | $4,579 | 加仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $6.12万 | 0.00% | 1,422 | -21 | -1.5% | -$904 | 减仓 |
| GDDY | GODADDY INC CL A | $6.11万 | 0.00% | 738 | -1,476 | -66.7% | -$12.21万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $6.10万 | 0.00% | 2,028 | 1,046 | 106.5% | $3.15万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $6.10万 | 0.00% | 247 | 83 | 50.6% | $2.05万 | 加仓 |
| TAC | TRANSALTA CORP COM | $6.08万 | 0.00% | 4,642 | 1,642 | 54.7% | $2.15万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $6.07万 | 0.00% | 611 | 96 | 18.6% | $9,543 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $6.07万 | 0.00% | 2,377 | 1,419 | 148.1% | $3.62万 | 加仓 |
| LCII | LCI INDS COM | $6.07万 | 0.00% | 493 | -381 | -43.6% | -$4.69万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $6.06万 | 0.00% | 143 | -8 | -5.3% | -$3,388 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $6.04万 | 0.00% | 1,671 | -376 | -18.4% | -$1.36万 | 减仓 |
| HAYW | HAYWARD HLDGS INC COM | $6.04万 | 0.00% | 4,514 | -2,101 | -31.8% | -$2.81万 | 减仓 |
| AGCO | AGCO CORP COM | $6.04万 | 0.00% | 521 | 138 | 36.0% | $1.60万 | 加仓 |
| TENB | TENABLE HLDGS INC COM | $6.00万 | 0.00% | 3,549 | 2,432 | 217.7% | $4.11万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $5.99万 | 0.00% | 283 | -42 | -12.9% | -$8,886 | 减仓 |
| STOK | STOKE THERAPEUTICS INC COM | $5.98万 | 0.00% | 1,837 | 1,215 | 195.3% | $3.96万 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $5.98万 | 0.00% | 721 | 516 | 251.7% | $4.28万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $5.97万 | 0.00% | 7,589 | 2,564 | 51.0% | $2.02万 | 加仓 |
| — | ARCOSA INC COM | $5.97万 | 0.00% | 562 | 74 | 15.2% | $7,854 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC COM | $5.96万 | 0.00% | 3,626 | 345 | 10.5% | $5,675 | 加仓 |
| CMPR | CIMPRESS PLC SHS EURO | $5.96万 | 0.00% | 817 | 177 | 27.7% | $1.29万 | 加仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $5.96万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC CL A | $5.96万 | 0.00% | 901 | 130 | 16.9% | $8,594 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $5.92万 | 0.00% | 5,437 | -566 | -9.4% | -$6,158 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $5.90万 | 0.00% | 415 | -153 | -26.9% | -$2.18万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $5.89万 | 0.00% | 1,499 | 769 | 105.3% | $3.02万 | 加仓 |
| FRO | FRONTLINE PLC COM | $5.89万 | 0.00% | 1,689 | 760 | 81.8% | $2.65万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $5.88万 | 0.00% | 1,579 | 522 | 49.4% | $1.94万 | 加仓 |
| GLOB | GLOBANT S A COM | $5.87万 | 0.00% | 1,274 | 1,143 | 872.5% | $5.27万 | 加仓 |
| — | GLOBAL X HEALTHTECH ETF | $5.87万 | 0.00% | 2,464 | 68 | 2.8% | $1,620 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $5.87万 | 0.00% | 1,227 | -268 | -17.9% | -$1.28万 | 减仓 |
| MTH | MERITAGE HOMES CORP COM | $5.87万 | 0.00% | 949 | 157 | 19.8% | $9,709 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $5.85万 | 0.00% | 1,414 | 1,045 | 283.2% | $4.32万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $5.85万 | 0.00% | 2,261 | 1 | 0.0% | $26 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $5.85万 | 0.00% | 3,721 | 1,864 | 100.4% | $2.93万 | 加仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $5.79万 | 0.00% | 15,858 | 6,074 | 62.1% | $2.22万 | 加仓 |
| — | ENERGY TRANSFER L P 9.250 FXD PFD I | $5.79万 | 0.00% | 5,000 | 5,000 | — | $5.79万 | 新建仓 |
| CNX | CNX RES CORP COM | $5.76万 | 0.00% | 1,494 | 204 | 15.8% | $7,864 | 加仓 |
| PSN | PARSONS CORP DEL COM | $5.76万 | 0.00% | 1,063 | -789 | -42.6% | -$4.27万 | 减仓 |
| NNI | NELNET INC CL A | $5.74万 | 0.00% | 445 | 151 | 51.4% | $1.95万 | 加仓 |
| SII | SPROTT INC COM NEW | $5.73万 | 0.00% | 401 | 155 | 63.0% | $2.21万 | 加仓 |
| SLRC | SLR INVESTMENT CORP COM | $5.72万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP COM | $5.71万 | 0.00% | 395 | 72 | 22.3% | $1.04万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $5.71万 | 0.00% | 1,583 | 285 | 22.0% | $1.03万 | 加仓 |
| FRPT | FRESHPET INC COM | $5.71万 | 0.00% | 968 | -100 | -9.4% | -$5,896 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $5.69万 | 0.00% | 1,388 | 444 | 47.0% | $1.82万 | 加仓 |
| — | CLEARWAY ENERGY INC CL A | $5.68万 | 0.00% | 1,451 | 566 | 64.0% | $2.22万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $5.68万 | 0.00% | 605 | -122 | -16.8% | -$1.15万 | 减仓 |
| REAL | THE REALREAL INC COM | $5.68万 | 0.00% | 6,253 | 1,253 | 25.1% | $1.14万 | 加仓 |
| BXP | BXP INC COM | $5.68万 | 0.00% | 1,094 | -209 | -16.0% | -$1.08万 | 减仓 |
| EMA | EMERA INC COM | $5.67万 | 0.00% | 1,093 | 385 | 54.4% | $2.00万 | 加仓 |
| BCPC | BALCHEM CORP COM | $5.66万 | 0.00% | 334 | -8 | -2.3% | -$1,356 | 减仓 |
| — | EAGLE POINT CREDIT COMPANY INC COM | $5.64万 | 0.00% | 15,000 | 5,000 | 50.0% | $1.88万 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COM | $5.64万 | 0.00% | 1,688 | 653 | 63.1% | $2.18万 | 加仓 |
| ERIE | ERIE INDTY CO CL A | $5.63万 | 0.00% | 224 | 167 | 293.0% | $4.20万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $5.62万 | 0.00% | 138 | 31 | 29.0% | $1.26万 | 加仓 |