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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $614.63万 | 0.21% | 113,778 | -4,052 | -3.4% | -$21.89万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $614.58万 | 0.21% | 59,639 | 4,251 | 7.7% | $43.81万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $603.70万 | 0.20% | 110,689 | 21,006 | 23.4% | $114.57万 | 加仓 |
| — | PGIM SHORT DURATION HIGH YIELD ETF | $599.16万 | 0.20% | 120,121 | -2,762 | -2.2% | -$13.78万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $561.34万 | 0.19% | 12,827 | -416 | -3.1% | -$18.21万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $550.71万 | 0.19% | 40,280 | 40,280 | — | $550.71万 | 新建仓 |
| VIGI | Vanguard International Dividend Appreciation ETF | $548.64万 | 0.18% | 58,753 | -2,553 | -4.2% | -$23.84万 | 减仓 |
| — | APPLIED FINANCE IVS US SMID ETF | $547.94万 | 0.18% | 183,118 | -41,671 | -18.5% | -$124.69万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $540.96万 | 0.18% | 56,012 | -6,504 | -10.4% | -$62.82万 | 减仓 |
| GLD | SPDR Gold Shares ETF | $528.61万 | 0.18% | 14,350 | -1,655 | -10.3% | -$60.97万 | 减仓 |
| DE | DEERE & CO COM | $514.22万 | 0.17% | 8,107 | -775 | -8.7% | -$49.16万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $504.82万 | 0.17% | 99,806 | 2,790 | 2.9% | $14.11万 | 加仓 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $503.00万 | 0.17% | 104,830 | 10,999 | 11.7% | $52.78万 | 加仓 |
| V | VISA INC COM CL A | $502.82万 | 0.17% | 14,656 | -4,732 | -24.4% | -$162.35万 | 减仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $499.54万 | 0.17% | 135,598 | 296 | 0.2% | $1.09万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $498.41万 | 0.17% | 106,214 | -11,930 | -10.1% | -$55.98万 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $498.10万 | 0.17% | 124,070 | 17,487 | 16.4% | $70.20万 | 加仓 |
| DHI | D R HORTON INC COM | $496.54万 | 0.17% | 30,485 | -12,811 | -29.6% | -$208.66万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $495.94万 | 0.17% | 26,031 | -904 | -3.4% | -$17.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $487.61万 | 0.16% | 10,211 | -4,482 | -30.5% | -$214.03万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $486.09万 | 0.16% | 97,648 | 9,367 | 10.6% | $46.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $485.04万 | 0.16% | 4,796 | -3,491 | -42.1% | -$353.06万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $473.30万 | 0.16% | 49,052 | -12,099 | -19.8% | -$116.74万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $468.45万 | 0.16% | 54,796 | -11,140 | -16.9% | -$95.24万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $466.23万 | 0.16% | 147,028 | -1,906 | -1.3% | -$6.04万 | 减仓 |
| TBG | TBG DIVIDEND FOCUS ETF | $458.11万 | 0.15% | 125,648 | 20,967 | 20.0% | $76.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $449.61万 | 0.15% | 4,806 | -1,523 | -24.1% | -$142.48万 | 减仓 |
| KLAC | KLA CORP COM NEW | $448.81万 | 0.15% | 14,876 | -3,054 | -17.0% | -$92.14万 | 减仓 |
| NFLX | NETFLIX INC. COM | $448.65万 | 0.15% | 62,835 | -6,415 | -9.3% | -$45.80万 | 减仓 |
| SLV | iShares Silver Trust ETF | $445.34万 | 0.15% | 83,287 | 784 | 1.0% | $4.19万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $445.16万 | 0.15% | 43,515 | 11,579 | 36.3% | $118.45万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $437.03万 | 0.15% | 26,737 | -22,834 | -46.1% | -$373.23万 | 减仓 |
| CAT | CATERPILLAR INC COM | $436.36万 | 0.15% | 4,098 | -500 | -10.9% | -$53.24万 | 减仓 |
| CSCO | CISCO SYS INC COM | $427.93万 | 0.14% | 36,433 | -4,590 | -11.2% | -$53.91万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $420.66万 | 0.14% | 6,586 | -1,962 | -23.0% | -$125.32万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $417.08万 | 0.14% | 54,089 | 3,303 | 6.5% | $25.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $413.41万 | 0.14% | 16,278 | -6,245 | -27.7% | -$158.60万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $398.72万 | 0.13% | 95,547 | -11,432 | -10.7% | -$47.71万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $396.28万 | 0.13% | 39,365 | 10,659 | 37.1% | $107.30万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $394.07万 | 0.13% | 56,377 | -995 | -1.7% | -$6.95万 | 减仓 |
| INTC | INTEL CORP COM | $383.60万 | 0.13% | 27,473 | -7,961 | -22.5% | -$111.16万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $383.32万 | 0.13% | 43,604 | -43,836 | -50.1% | -$385.36万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $381.08万 | 0.13% | 8,794 | -1,215 | -12.1% | -$52.65万 | 减仓 |
| GEV | GE VERNOVA INC COM | $380.86万 | 0.13% | 3,242 | -164 | -4.8% | -$19.27万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $379.73万 | 0.13% | 43,674 | -12,187 | -21.8% | -$105.96万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $374.43万 | 0.13% | 5 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $372.21万 | 0.13% | 72,912 | 2,935 | 4.2% | $14.98万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $364.53万 | 0.12% | 46,814 | -4,356 | -8.5% | -$33.92万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $360.63万 | 0.12% | 14,841 | -10,387 | -41.2% | -$252.40万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $360.45万 | 0.12% | 18,241 | -16,640 | -47.7% | -$328.82万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $360.31万 | 0.12% | 9,641 | -1,758 | -15.4% | -$65.70万 | 减仓 |
| MAS | MASCO CORP COM | $355.53万 | 0.12% | 43,692 | -1,059 | -2.4% | -$8.62万 | 减仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $352.52万 | 0.12% | 121,683 | -41,404 | -25.4% | -$119.95万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $349.34万 | 0.12% | 25,401 | -6,729 | -20.9% | -$92.54万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $346.08万 | 0.12% | 55,030 | 32,377 | 142.9% | $203.62万 | 加仓 |
| MRK | MERCK & CO INC COM | $340.06万 | 0.11% | 26,464 | -4,568 | -14.7% | -$58.70万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $333.26万 | 0.11% | 100,108 | 17,376 | 21.0% | $57.84万 | 加仓 |
| JBL | JABIL INC COM | $332.37万 | 0.11% | 8,622 | -6,492 | -43.0% | -$250.26万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $332.20万 | 0.11% | 40,345 | -9,134 | -18.5% | -$75.21万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $328.08万 | 0.11% | 43,483 | 339 | 0.8% | $2.56万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $317.78万 | 0.11% | 38,361 | -13,185 | -25.6% | -$109.23万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $316.58万 | 0.11% | 167,767 | 30,749 | 22.4% | $58.02万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $315.29万 | 0.11% | 68,915 | -24,322 | -26.1% | -$111.27万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $311.58万 | 0.10% | 7,609 | -1,551 | -16.9% | -$63.51万 | 减仓 |
| SO | SOUTHERN CO COM | $311.19万 | 0.10% | 32,514 | -21,457 | -39.8% | -$205.37万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $310.88万 | 0.10% | 20,962 | 10,691 | 104.1% | $158.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $307.35万 | 0.10% | 5,984 | -1,247 | -17.2% | -$64.05万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $305.34万 | 0.10% | 60,332 | -8,107 | -11.8% | -$41.03万 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $300.93万 | 0.10% | 63,021 | -58,194 | -48.0% | -$277.88万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $300.62万 | 0.10% | 14,380 | -8,694 | -37.7% | -$181.75万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $297.96万 | 0.10% | 1,503 | -228 | -13.2% | -$45.20万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $293.73万 | 0.10% | 72,277 | -21,987 | -23.3% | -$89.35万 | 减仓 |
| SSNC | SS&C TECH HLDGS COM | $291.85万 | 0.10% | 47,035 | 43,506 | 1,232.8% | $269.95万 | 加仓 |
| SNDK | SANDISK CORP COM | $288.20万 | 0.10% | 1,268 | -456 | -26.5% | -$103.64万 | 减仓 |
| ABBV | ABBVIE INC COM | $287.72万 | 0.10% | 11,434 | -2,393 | -17.3% | -$60.22万 | 减仓 |
| CLH | CLEAN HARBORS INC COM | $285.19万 | 0.10% | 9,546 | -402 | -4.0% | -$12.01万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $279.98万 | 0.09% | 64,660 | 9,143 | 16.5% | $39.59万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $278.92万 | 0.09% | 48,190 | -386 | -0.8% | -$2.23万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $276.20万 | 0.09% | 35,232 | 321 | 0.9% | $2.52万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $269.75万 | 0.09% | 24,452 | -689 | -2.7% | -$7.60万 | 减仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $267.13万 | 0.09% | 181,351 | 30,069 | 19.9% | $44.29万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $266.39万 | 0.09% | 34,800 | -15,780 | -31.2% | -$120.79万 | 减仓 |
| — | FIDELITY ENHANCED EMERGING MARKETS ETF | $262.14万 | 0.09% | 61,564 | -17,320 | -22.0% | -$73.75万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $262.03万 | 0.09% | 24,610 | 1,246 | 5.3% | $13.27万 | 加仓 |
| ETN | EATON CORP PLC SHS | $261.03万 | 0.09% | 6,126 | 2,523 | 70.0% | $107.51万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $259.25万 | 0.09% | 51,756 | 1,657 | 3.3% | $8.30万 | 加仓 |
| NFLT | VIRTUS NEWFLEET MULTI-SECTOR BOND ETF | $258.25万 | 0.09% | 112,528 | 20,640 | 22.5% | $47.37万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $254.03万 | 0.09% | 20,458 | -5,322 | -20.6% | -$66.09万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $253.81万 | 0.09% | 60,130 | -43,686 | -42.1% | -$184.40万 | 减仓 |
| ORCL | ORACLE CORP COM | $249.65万 | 0.08% | 17,035 | -7,340 | -30.1% | -$107.57万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $248.86万 | 0.08% | 82,485 | 17,284 | 26.5% | $52.15万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $242.32万 | 0.08% | 9,756 | 1,447 | 17.4% | $35.94万 | 加仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $241.56万 | 0.08% | 45,072 | 611 | 1.4% | $3.27万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $240.37万 | 0.08% | 9,915 | 527 | 5.6% | $12.78万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $238.43万 | 0.08% | 41,845 | -5,038 | -10.7% | -$28.71万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $234.89万 | 0.08% | 28,424 | -3,027 | -9.6% | -$25.01万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $233.58万 | 0.08% | 5,620 | 70 | 1.3% | $2.91万 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $232.79万 | 0.08% | 41,561 | 39,225 | 1,679.2% | $219.70万 | 加仓 |
| ESUM | EVENTIDE US MARKET ETF | $229.94万 | 0.08% | 75,057 | -10,371 | -12.1% | -$31.77万 | 减仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $227.55万 | 0.08% | 45,193 | -5,317 | -10.5% | -$26.77万 | 减仓 |