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 |
|---|---|---|---|---|---|---|---|---|
| CAVA | CAVA GROUP INC COM | $5.67万 | 0.00% | 723 | -317 | -30.5% | -$2.49万 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $5.67万 | 0.00% | 1,619 | -638 | -28.3% | -$2.23万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC COM | $5.67万 | 0.00% | 1,081 | -690 | -39.0% | -$3.62万 | 减仓 |
| FOX | FOX CORP CL B COM | $5.67万 | 0.00% | 1,210 | -1,628 | -57.4% | -$7.63万 | 减仓 |
| BF/A | BROWN FORMAN CORP CL A | $5.66万 | 0.00% | 2,070 | 95 | 4.8% | $2,599 | 加仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $5.63万 | 0.00% | 17,887 | 3,459 | 24.0% | $1.09万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $5.63万 | 0.00% | 1,604 | -448 | -21.8% | -$1.57万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $5.62万 | 0.00% | 690 | -314 | -31.3% | -$2.56万 | 减仓 |
| HUT | HUT 8 CORP COM | $5.62万 | 0.00% | 487 | 211 | 76.4% | $2.44万 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $5.61万 | 0.00% | 569 | 269 | 89.7% | $2.65万 | 加仓 |
| CMRE | COSTAMARE INC SHS | $5.61万 | 0.00% | 4,004 | 1,825 | 83.8% | $2.56万 | 加仓 |
| CNM | CORE & MAIN INC CL A | $5.60万 | 0.00% | 1,160 | -1,229 | -51.4% | -$5.93万 | 减仓 |
| NMIH | NMI HLDGS INC COM | $5.60万 | 0.00% | 1,362 | -512 | -27.3% | -$2.10万 | 减仓 |
| GIB | CGI INC CL A SUB VTG | $5.59万 | 0.00% | 865 | -469 | -35.2% | -$3.03万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $5.58万 | 0.00% | 1,168 | -1,395 | -54.4% | -$6.67万 | 减仓 |
| HTH | HILLTOP HLDGS INC COM | $5.56万 | 0.00% | 1,434 | -378 | -20.9% | -$1.47万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $5.56万 | 0.00% | 423 | -376 | -47.1% | -$4.94万 | 减仓 |
| OII | OCEANEERING INTL INC COM | $5.56万 | 0.00% | 1,371 | -32 | -2.3% | -$1,297 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $5.53万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $5.52万 | 0.00% | 486 | -266 | -35.4% | -$3.02万 | 减仓 |
| — | ISHARES ESG MSCI EM LEADERS ETF | $5.51万 | 0.00% | 914 | -9 | -1.0% | -$543 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP COM | $5.51万 | 0.00% | 2,319 | -10 | -0.4% | -$238 | 减仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $5.49万 | 0.00% | 1,315 | -1,080 | -45.1% | -$4.51万 | 减仓 |
| — | BRANDYWINEGLOBAL - DYNAMIC US LARGE CAP VALUE ETF | $5.48万 | 0.00% | 3,494 | -198 | -5.4% | -$3,106 | 减仓 |
| TXNM | TXNM ENERGY INC COM | $5.48万 | 0.00% | 965 | -292 | -23.2% | -$1.66万 | 减仓 |
| BYLD | ISHARES YIELD OPTIMIZED BOND ETF | $5.47万 | 0.00% | 2,413 | 16 | 0.7% | $362 | 加仓 |
| ANDE | ANDERSONS INC COM | $5.46万 | 0.00% | 798 | 379 | 90.5% | $2.59万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $5.46万 | 0.00% | 2,413 | -1,722 | -41.6% | -$3.89万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $5.44万 | 0.00% | 650 | -248 | -27.6% | -$2.08万 | 减仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $5.42万 | 0.00% | 1,784 | 1,784 | — | $5.42万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $5.42万 | 0.00% | 1,113 | -96 | -7.9% | -$4,671 | 减仓 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $5.39万 | 0.00% | 1,882 | 0 | 0.0% | — | 不变 |
| — | LONG POND REAL ESTATE SELECT ETF | $5.39万 | 0.00% | 1,790 | 92 | 5.4% | $2,769 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $5.39万 | 0.00% | 1,786 | -328 | -15.5% | -$9,893 | 减仓 |
| CIFR | CIPHER DIGITAL INC COM | $5.38万 | 0.00% | 2,197 | -1,160 | -34.6% | -$2.84万 | 减仓 |
| CNO | CNO FINL GROUP INC COM | $5.38万 | 0.00% | 1,055 | -527 | -33.3% | -$2.69万 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $5.38万 | 0.00% | 1,009 | 929 | 1,161.2% | $4.95万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $5.37万 | 0.00% | 1,225 | 920 | 301.6% | $4.04万 | 加仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $5.37万 | 0.00% | 7,580 | -7,105 | -48.4% | -$5.03万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $5.36万 | 0.00% | 204 | -246 | -54.7% | -$6.46万 | 减仓 |
| EMA | EMERA INC COM | $5.35万 | 0.00% | 1,010 | -83 | -7.6% | -$4,401 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $5.35万 | 0.00% | 799 | -394 | -33.0% | -$2.64万 | 减仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $5.32万 | 0.00% | 3,664 | -1,983 | -35.1% | -$2.88万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $5.32万 | 0.00% | 1,461 | -963 | -39.7% | -$3.50万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $5.30万 | 0.00% | 403 | -384 | -48.8% | -$5.05万 | 减仓 |
| NJR | NEW JERSEY RES CORP COM | $5.30万 | 0.00% | 946 | -445 | -32.0% | -$2.49万 | 减仓 |
| OIS | OIL STS INTL INC COM | $5.28万 | 0.00% | 6,594 | -2,654 | -28.7% | -$2.13万 | 减仓 |
| QGEN | QIAGEN NV ORD SHARES | $5.28万 | 0.00% | 1,350 | -1,396 | -50.8% | -$5.46万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $5.26万 | 0.00% | 1,250 | -626 | -33.4% | -$2.64万 | 减仓 |
| BBNX | BETA BIONICS INC COM | $5.26万 | 0.00% | 3,356 | 2,205 | 191.6% | $3.46万 | 加仓 |
| SXI | STANDEX INTL CORP COM | $5.26万 | 0.00% | 147 | -12 | -7.5% | -$4,292 | 减仓 |
| BZ | KANZHUN LIMITED SPONSORED ADS | $5.25万 | 0.00% | 4,082 | -1,022 | -20.0% | -$1.32万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $5.25万 | 0.00% | 277 | -194 | -41.2% | -$3.68万 | 减仓 |
| HTGC | HERCULES CAPITAL INC COM | $5.24万 | 0.00% | 3,322 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $5.23万 | 0.00% | 371 | -1,131 | -75.3% | -$15.96万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $5.23万 | 0.00% | 4,927 | 2,691 | 120.3% | $2.86万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $5.23万 | 0.00% | 145 | -154 | -51.5% | -$5.55万 | 减仓 |
| TRU | TRANSUNION COM | $5.22万 | 0.00% | 724 | -933 | -56.3% | -$6.73万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $5.22万 | 0.00% | 507 | -573 | -53.1% | -$5.90万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $5.22万 | 0.00% | 247 | -64 | -20.6% | -$1.35万 | 减仓 |
| UI | UBIQUITI INC COM | $5.18万 | 0.00% | 97 | -48 | -33.1% | -$2.56万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $5.17万 | 0.00% | 1,223 | -321 | -20.8% | -$1.36万 | 减仓 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $5.16万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC CONV & INCOME COM | $5.15万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC COM | $5.15万 | 0.00% | 1,040 | 660 | 173.7% | $3.27万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $5.15万 | 0.00% | 877 | -336 | -27.7% | -$1.97万 | 减仓 |
| PEGA | PEGASYSTEMS INC COM | $5.14万 | 0.00% | 1,716 | -1,538 | -47.3% | -$4.61万 | 减仓 |
| FLNG | FLEX LNG LTD SHS | $5.12万 | 0.00% | 1,826 | 51 | 2.9% | $1,431 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $5.12万 | 0.00% | 1,027 | -193 | -15.8% | -$9,623 | 减仓 |
| CPNG | COUPANG INC CL A | $5.10万 | 0.00% | 2,937 | -5,684 | -65.9% | -$9.87万 | 减仓 |
| DRD | DRDGOLD LIMITED SPON ADR REPSTG | $5.10万 | 0.00% | 2,395 | -3,500 | -59.4% | -$7.45万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA SPON ADR CL D | $5.08万 | 0.00% | 1,118 | 69 | 6.6% | $3,137 | 加仓 |
| FAF | FIRST AMERN FINL CORP COM | $5.08万 | 0.00% | 740 | -963 | -56.5% | -$6.61万 | 减仓 |
| PHR | PHREESIA INC COM | $5.08万 | 0.00% | 4,932 | 1,663 | 50.9% | $1.71万 | 加仓 |
| ERAS | ERASCA INC COM | $5.04万 | 0.00% | 2,753 | -1,496 | -35.2% | -$2.74万 | 减仓 |
| TRN | TRINITY INDS INC COM | $5.04万 | 0.00% | 1,458 | -563 | -27.9% | -$1.95万 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $5.02万 | 0.00% | 177 | -197 | -52.7% | -$5.59万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $5.02万 | 0.00% | 125 | -37 | -22.8% | -$1.49万 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JANUARY | $5.02万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $5.01万 | 0.00% | 11,905 | -8,431 | -41.5% | -$3.55万 | 减仓 |
| TDOC | TELADOC HEALTH INC COM | $4.99万 | 0.00% | 5,889 | 232 | 4.1% | $1,967 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $4.98万 | 0.00% | 318 | -100 | -23.9% | -$1.56万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $4.96万 | 0.00% | 6,076 | -3,365 | -35.6% | -$2.75万 | 减仓 |
| MAIN | MAIN STR CAP CORP COM | $4.96万 | 0.00% | 956 | -16 | -1.6% | -$830 | 减仓 |
| SLRC | SLR INVESTMENT CORP COM | $4.95万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $4.94万 | 0.00% | 1,083 | -10 | -0.9% | -$456 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $4.93万 | 0.00% | 333 | 258 | 344.0% | $3.82万 | 加仓 |
| BRZE | BRAZE INC COM CL A | $4.92万 | 0.00% | 2,267 | -88 | -3.7% | -$1,909 | 减仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $4.90万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC COM | $4.90万 | 0.00% | 171 | -108 | -38.7% | -$3.09万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.88万 | 0.00% | 1,212 | -1,212 | -50.0% | -$4.88万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $4.87万 | 0.00% | 1,332 | -184 | -12.1% | -$6,722 | 减仓 |
| HP | HELMERICH & PAYNE INC COM | $4.85万 | 0.00% | 1,480 | 206 | 16.2% | $6,744 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $4.83万 | 0.00% | 2,847 | -1,282 | -31.0% | -$2.17万 | 减仓 |
| KFRC | KFORCE INC COM | $4.82万 | 0.00% | 1,028 | 137 | 15.4% | $6,428 | 加仓 |
| MRCY | MERCURY SYS INC COM | $4.81万 | 0.00% | 393 | -334 | -45.9% | -$4.09万 | 减仓 |
| TEX | TEREX CORP NEW COM | $4.81万 | 0.00% | 664 | -436 | -39.6% | -$3.16万 | 减仓 |
| MDU | MDU RES GROUP INC COM | $4.80万 | 0.00% | 2,263 | -1,005 | -30.8% | -$2.13万 | 减仓 |
| SMB | VANECK SHORT MUNI ETF | $4.80万 | 0.00% | 2,765 | 219 | 8.6% | $3,799 | 加仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $4.79万 | 0.00% | 1,452 | 99 | 7.3% | $3,264 | 加仓 |