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 |
|---|---|---|---|---|---|---|---|---|
| BCO | BRINKS CO COM | $5.62万 | 0.00% | 542 | 21 | 4.0% | $2,176 | 加仓 |
| TCOM | TRIP COM GROUP LTD ADS | $5.61万 | 0.00% | 1,127 | 218 | 24.0% | $1.09万 | 加仓 |
| PATK | PATRICK INDS INC COM | $5.61万 | 0.00% | 505 | -1,501 | -74.8% | -$16.67万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $5.60万 | 0.00% | 2,295 | 383 | 20.0% | $9,353 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS INC CL A | $5.60万 | 0.00% | 2,367 | 1,306 | 123.1% | $3.09万 | 加仓 |
| DT | DYNATRACE INC COM NEW | $5.59万 | 0.00% | 1,512 | 811 | 115.7% | $3.00万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $5.58万 | 0.00% | 1,747 | 5 | 0.3% | $160 | 加仓 |
| HCI | HCI GROUP INC COM | $5.58万 | 0.00% | 361 | -197 | -35.3% | -$3.05万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $5.57万 | 0.00% | 1,335 | 360 | 36.9% | $1.50万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $5.57万 | 0.00% | 688 | 57 | 9.0% | $4,613 | 加仓 |
| BRZE | BRAZE INC COM CL A | $5.56万 | 0.00% | 2,355 | 1,531 | 185.8% | $3.61万 | 加仓 |
| FCN | FTI CONSULTING INC COM | $5.55万 | 0.00% | 314 | 10 | 3.3% | $1,768 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $5.52万 | 0.00% | 1,544 | 318 | 25.9% | $1.14万 | 加仓 |
| DXPE | DXP ENTERPRISES INC COM NEW | $5.51万 | 0.00% | 394 | -9 | -2.2% | -$1,258 | 减仓 |
| WHR | WHIRLPOOL CORP COM | $5.49万 | 0.00% | 1,018 | 774 | 317.2% | $4.17万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $5.48万 | 0.00% | 1,209 | 606 | 100.5% | $2.75万 | 加仓 |
| EFOR | EVERFORTH INC COM | $5.47万 | 0.00% | 1,414 | 748 | 112.3% | $2.90万 | 加仓 |
| — | BRANDYWINEGLOBAL - DYNAMIC US LARGE CAP VALUE ETF | $5.45万 | 0.00% | 3,692 | 3,692 | — | $5.45万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $5.44万 | 0.00% | 992 | -241 | -19.5% | -$1.32万 | 减仓 |
| — | APOGEE THERAPEUTICS INC COM | $5.43万 | 0.00% | 645 | 246 | 61.7% | $2.07万 | 加仓 |
| BRKR | BRUKER CORP COM | $5.42万 | 0.00% | 1,500 | 1,263 | 532.9% | $4.56万 | 加仓 |
| OFG | OFG BANCORP COM | $5.42万 | 0.00% | 1,339 | -10 | -0.7% | -$405 | 减仓 |
| BYLD | ISHARES YIELD OPTIMIZED BOND ETF | $5.40万 | 0.00% | 2,397 | -110 | -4.4% | -$2,478 | 减仓 |
| ECPG | ENCORE CAP GROUP INC COM | $5.39万 | 0.00% | 769 | 52 | 7.3% | $3,646 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $5.38万 | 0.00% | 2,515 | 1,100 | 77.7% | $2.35万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $5.35万 | 0.00% | 622 | 141 | 29.3% | $1.21万 | 加仓 |
| — | ISHARES ESG MSCI EM LEADERS ETF | $5.35万 | 0.00% | 923 | 57 | 6.6% | $3,304 | 加仓 |
| HTO | H2O AMERICA COM | $5.34万 | 0.00% | 911 | 394 | 76.2% | $2.31万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | $5.34万 | 0.00% | 2,867 | 1,974 | 221.1% | $3.68万 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $5.34万 | 0.00% | 3,038 | 191 | 6.7% | $3,358 | 加仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $5.33万 | 0.00% | 811 | 25 | 3.2% | $1,644 | 加仓 |
| JOE | ST JOE CO COM | $5.32万 | 0.00% | 847 | 168 | 24.7% | $1.06万 | 加仓 |
| BKU | BANKUNITED INC COM | $5.30万 | 0.00% | 1,174 | 5 | 0.4% | $226 | 加仓 |
| MRCY | MERCURY SYS INC COM | $5.30万 | 0.00% | 727 | -69 | -8.7% | -$5,031 | 减仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | $5.30万 | 0.00% | 462 | 78 | 20.3% | $8,949 | 加仓 |
| BF/A | BROWN FORMAN CORP CL A | $5.29万 | 0.00% | 1,975 | -153 | -7.2% | -$4,099 | 减仓 |
| — | FRANKLIN FTSE CHINA ETF | $5.29万 | 0.00% | 2,362 | -1,108 | -31.9% | -$2.48万 | 减仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $5.28万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MNSO | MINISO GROUP HLDG LTD SPONSORED ADS | $5.27万 | 0.00% | 3,256 | 664 | 25.6% | $1.08万 | 加仓 |
| FLNG | FLEX LNG LTD SHS | $5.27万 | 0.00% | 1,775 | -19 | -1.1% | -$564 | 减仓 |
| IOSP | INNOSPEC INC COM | $5.24万 | 0.00% | 718 | 35 | 5.1% | $2,556 | 加仓 |
| JJSF | J & J SNACK FOODS CORP COM | $5.24万 | 0.00% | 661 | 228 | 52.7% | $1.81万 | 加仓 |
| ENVA | ENOVA INTL INC COM | $5.23万 | 0.00% | 385 | 48 | 14.2% | $6,520 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC COM | $5.22万 | 0.00% | 1,645 | -4 | -0.2% | -$127 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $5.21万 | 0.00% | 17,859 | 954 | 5.6% | $2,786 | 加仓 |
| PATH | UIPATH INC CL A | $5.21万 | 0.00% | 4,693 | -275 | -5.5% | -$3,052 | 减仓 |
| PEO | ADAM NAT RES FD INC COM | $5.21万 | 0.00% | 1,873 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $5.21万 | 0.00% | 162 | 42 | 35.0% | $1.35万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $5.20万 | 0.00% | 921 | 258 | 38.9% | $1.46万 | 加仓 |
| — | CAPITAL GROUP U.S. LARGE VALUE ETF | $5.19万 | 0.00% | 1,942 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC CLASS A COM | $5.19万 | 0.00% | 6,459 | -5,584 | -46.4% | -$4.48万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH COM | $5.17万 | 0.00% | 1,987 | 32 | 1.6% | $832 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $5.16万 | 0.00% | 424 | 103 | 32.1% | $1.25万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $5.16万 | 0.00% | 2,181 | 667 | 44.1% | $1.58万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP COM | $5.15万 | 0.00% | 2,329 | -468 | -16.7% | -$1.04万 | 减仓 |
| MAIN | MAIN STR CAP CORP COM | $5.15万 | 0.00% | 972 | 17 | 1.8% | $900 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $5.14万 | 0.00% | 153 | -3 | -1.9% | -$1,008 | 减仓 |
| LI | LI AUTO INC SPONSORED ADS | $5.13万 | 0.00% | 2,878 | 1,762 | 157.9% | $3.14万 | 加仓 |
| M | MACYS INC COM | $5.13万 | 0.00% | 2,834 | -265 | -8.6% | -$4,794 | 减仓 |
| MOD | MODINE MFG CO COM | $5.11万 | 0.00% | 236 | -151 | -39.0% | -$3.27万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $5.11万 | 0.00% | 404 | 79 | 24.3% | $9,983 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $5.10万 | 0.00% | 523 | 35 | 7.2% | $3,416 | 加仓 |
| IAG | IAMGOLD CORP COM | $5.10万 | 0.00% | 2,712 | 1,150 | 73.6% | $2.16万 | 加仓 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $5.10万 | 0.00% | 4,524 | 1,723 | 61.5% | $1.94万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADS | $5.10万 | 0.00% | 7,388 | 3,221 | 77.3% | $2.22万 | 加仓 |
| HOPE | HOPE BANCORP INC COM | $5.08万 | 0.00% | 4,552 | -298 | -6.1% | -$3,329 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $5.07万 | 0.00% | 1,189 | 234 | 24.5% | $9,987 | 加仓 |
| XYZ | BLOCK INC CL A | $5.07万 | 0.00% | 843 | 136 | 19.2% | $8,185 | 加仓 |
| JD | JD.COM INC SPON ADS CL A | $5.07万 | 0.00% | 1,713 | 589 | 52.4% | $1.74万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $5.07万 | 0.00% | 952 | 48 | 5.3% | $2,555 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $5.06万 | 0.00% | 626 | 160 | 34.3% | $1.29万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $5.06万 | 0.00% | 681 | 149 | 28.0% | $1.11万 | 加仓 |
| YETI | YETI HLDGS INC COM | $5.05万 | 0.00% | 1,380 | 178 | 14.8% | $6,513 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $5.04万 | 0.00% | 523 | 247 | 89.5% | $2.38万 | 加仓 |
| LPX | LOUISIANA PAC CORP COM | $5.03万 | 0.00% | 692 | 143 | 26.0% | $1.04万 | 加仓 |
| POWL | POWELL INDS INC COM | $5.03万 | 0.00% | 93 | -10 | -9.7% | -$5,411 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5.03万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP COM | $5.03万 | 0.00% | 2,262 | 98 | 4.5% | $2,179 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $5.02万 | 0.00% | 366 | -9 | -2.4% | -$1,234 | 减仓 |
| DOLE | DOLE PLC ORD SHS | $5.02万 | 0.00% | 3,510 | -893 | -20.3% | -$1.28万 | 减仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $5.01万 | 0.00% | 1,093 | 274 | 33.5% | $1.26万 | 加仓 |
| ANAB | ANAPTYSBIO INC COM | $5.01万 | 0.00% | 903 | 28 | 3.2% | $1,553 | 加仓 |
| KFY | KORN FERRY COM NEW | $5.00万 | 0.00% | 795 | -2 | -0.3% | -$126 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP COM | $5.00万 | 0.00% | 535 | 163 | 43.8% | $1.52万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $4.99万 | 0.00% | 1,658 | 647 | 64.0% | $1.95万 | 加仓 |
| DK | DELEK US HLDGS INC NEW COM | $4.99万 | 0.00% | 1,107 | 139 | 14.4% | $6,265 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $4.98万 | 0.00% | 3,356 | 674 | 25.1% | $1.00万 | 加仓 |
| OII | OCEANEERING INTL INC COM | $4.98万 | 0.00% | 1,403 | 191 | 15.8% | $6,775 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $4.97万 | 0.00% | 1,882 | 702 | 59.5% | $1.86万 | 加仓 |
| NOVT | NOVANTA INC COM | $4.97万 | 0.00% | 421 | -6 | -1.4% | -$709 | 减仓 |
| NCNO | NCINO INC COM | $4.97万 | 0.00% | 3,317 | 3,255 | 5,250.0% | $4.88万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $4.97万 | 0.00% | 311 | 69 | 28.5% | $1.10万 | 加仓 |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $4.97万 | 0.00% | 18,327 | 5,994 | 48.6% | $1.62万 | 加仓 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $4.95万 | 0.00% | 890 | -225 | -20.2% | -$1.25万 | 减仓 |
| ENTG | ENTEGRIS INC COM | $4.95万 | 0.00% | 422 | -14 | -3.2% | -$1,643 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $4.95万 | 0.00% | 179 | 56 | 45.5% | $1.55万 | 加仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $4.95万 | 0.00% | 1,186 | -34 | -2.8% | -$1,419 | 减仓 |
| — | GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $4.92万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $4.92万 | 0.00% | 420 | -103 | -19.7% | -$1.21万 | 减仓 |
| NPO | ENPRO INC COM | $4.91万 | 0.00% | 196 | 27 | 16.0% | $6,767 | 加仓 |