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 |
|---|---|---|---|---|---|---|---|---|
| HTGC | HERCULES CAPITAL INC COM | $4.91万 | 0.00% | 3,322 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC COM | $4.90万 | 0.00% | 1,219 | -1,383 | -53.2% | -$5.56万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC COM | $4.90万 | 0.00% | 2,075 | 238 | 13.0% | $5,622 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $4.89万 | 0.00% | 1,612 | 713 | 79.3% | $2.16万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $4.89万 | 0.00% | 443 | -55 | -11.0% | -$6,069 | 减仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $4.89万 | 0.00% | 524 | -70 | -11.8% | -$6,529 | 减仓 |
| PLOW | DOUGLAS DYNAMICS INC COM | $4.87万 | 0.00% | 1,158 | -222 | -16.1% | -$9,344 | 减仓 |
| TMP | TOMPKINS FINL CORP COM | $4.87万 | 0.00% | 618 | 52 | 9.2% | $4,100 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $4.87万 | 0.00% | 1,032 | 680 | 193.2% | $3.21万 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $4.86万 | 0.00% | 350 | 24 | 7.4% | $3,334 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $4.85万 | 0.00% | 366 | 59 | 19.2% | $7,822 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA SPON ADR CL D | $4.85万 | 0.00% | 1,049 | -335 | -24.2% | -$1.55万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $4.84万 | 0.00% | 4,222 | 1,441 | 51.8% | $1.65万 | 加仓 |
| NIO | NIO INC SPON ADS | $4.83万 | 0.00% | 8,015 | 4,383 | 120.7% | $2.64万 | 加仓 |
| SAFT | SAFETY INS GROUP INC COM | $4.81万 | 0.00% | 662 | 77 | 13.2% | $5,593 | 加仓 |
| BDC | BELDEN INC COM | $4.80万 | 0.00% | 418 | 83 | 24.8% | $9,531 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $4.79万 | 0.00% | 2,870 | 694 | 31.9% | $1.16万 | 加仓 |
| MHO | M/I HOMES INC COM | $4.79万 | 0.00% | 391 | 97 | 33.0% | $1.19万 | 加仓 |
| GGB | GERDAU SA SPON ADR REP PFD | $4.78万 | 0.00% | 13,243 | 4,842 | 57.6% | $1.75万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $4.78万 | 0.00% | 515 | 31 | 6.4% | $2,876 | 加仓 |
| RDN | RADIAN GROUP INC COM | $4.78万 | 0.00% | 1,444 | -706 | -32.8% | -$2.34万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $4.77万 | 0.00% | 549 | 283 | 106.4% | $2.46万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $4.77万 | 0.00% | 1,772 | 587 | 49.5% | $1.58万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $4.77万 | 0.00% | 507 | 230 | 83.0% | $2.16万 | 加仓 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $4.77万 | 0.00% | 1,882 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $4.75万 | 0.00% | 734 | -1 | -0.1% | -$65 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $4.74万 | 0.00% | 317 | -489 | -60.7% | -$7.31万 | 减仓 |
| SDRL | SEADRILL LTD COM | $4.73万 | 0.00% | 1,039 | 92 | 9.7% | $4,186 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $4.73万 | 0.00% | 551 | 71 | 14.8% | $6,091 | 加仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $4.73万 | 0.00% | 633 | 633 | — | $4.73万 | 新建仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $4.72万 | 0.00% | 648 | 150 | 30.1% | $1.09万 | 加仓 |
| FBK | FB FINL CORP COM | $4.71万 | 0.00% | 906 | 1 | 0.1% | $52 | 加仓 |
| XP | XP INC CL A | $4.71万 | 0.00% | 2,471 | 781 | 46.2% | $1.49万 | 加仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $4.70万 | 0.00% | 2,554 | 2,545 | 28,277.8% | $4.69万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $4.69万 | 0.00% | 1,486 | 140 | 10.4% | $4,420 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $4.69万 | 0.00% | 598 | 100 | 20.1% | $7,841 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $4.68万 | 0.00% | 225 | 90 | 66.7% | $1.87万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC COM | $4.68万 | 0.00% | 452 | -262 | -36.7% | -$2.71万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC COM | $4.67万 | 0.00% | 814 | 24 | 3.0% | $1,377 | 加仓 |
| TDC | TERADATA CORP DEL COM | $4.67万 | 0.00% | 1,822 | -1,218 | -40.1% | -$3.12万 | 减仓 |
| CVBF | CVB FINL CORP COM | $4.67万 | 0.00% | 2,407 | 695 | 40.6% | $1.35万 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $4.66万 | 0.00% | 390 | -1,894 | -82.9% | -$22.65万 | 减仓 |
| DBX | DROPBOX INC CL A | $4.66万 | 0.00% | 2,052 | 831 | 68.1% | $1.89万 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $4.65万 | 0.00% | 2,106 | 352 | 20.1% | $7,779 | 加仓 |
| MYE | MYERS INDS INC COM | $4.65万 | 0.00% | 2,195 | 291 | 15.3% | $6,163 | 加仓 |
| BKE | BUCKLE INC COM | $4.65万 | 0.00% | 923 | 128 | 16.1% | $6,446 | 加仓 |
| MYGN | MYRIAD GENETICS INC COM | $4.64万 | 0.00% | 10,316 | -153 | -1.5% | -$689 | 减仓 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JANUARY | $4.64万 | 0.00% | 2,500 | 2,500 | — | $4.64万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $4.63万 | 0.00% | 789 | 13 | 1.7% | $762 | 加仓 |
| MATX | MATSON INC COM | $4.62万 | 0.00% | 282 | 24 | 9.3% | $3,935 | 加仓 |
| JETS | U.S. GLOBAL JETS ETF | $4.62万 | 0.00% | 1,874 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $4.61万 | 0.00% | 2,031 | 1,247 | 159.1% | $2.83万 | 加仓 |
| STBA | S & T BANCORP INC COM | $4.61万 | 0.00% | 1,101 | 44 | 4.2% | $1,841 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $4.60万 | 0.00% | 499 | 59 | 13.4% | $5,444 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $4.60万 | 0.00% | 1,211 | 3 | 0.2% | $114 | 加仓 |
| CHCO | CITY HLDG CO COM | $4.60万 | 0.00% | 385 | -21 | -5.2% | -$2,510 | 减仓 |
| ORN | ORION GROUP HLDGS INC COM | $4.60万 | 0.00% | 4,220 | 10 | 0.2% | $109 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $4.59万 | 0.00% | 1,274 | 134 | 11.8% | $4,828 | 加仓 |
| FUL | FULLER H B CO COM | $4.58万 | 0.00% | 743 | -79 | -9.6% | -$4,873 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $4.57万 | 0.00% | 1,085 | 245 | 29.2% | $1.03万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $4.56万 | 0.00% | 2,198 | 139 | 6.8% | $2,884 | 加仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $4.56万 | 0.00% | 1,238 | 350 | 39.4% | $1.29万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $4.55万 | 0.00% | 2,339 | 566 | 31.9% | $1.10万 | 加仓 |
| AAON | AAON INC COM PAR $0.004 | $4.54万 | 0.00% | 549 | 178 | 48.0% | $1.47万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $4.54万 | 0.00% | 2,167 | 1,845 | 573.0% | $3.87万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $4.53万 | 0.00% | 726 | 292 | 67.3% | $1.82万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $4.53万 | 0.00% | 242 | 91 | 60.3% | $1.70万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $4.53万 | 0.00% | 2,114 | 35 | 1.7% | $749 | 加仓 |
| CAMT | CAMTEK LTD ORD | $4.52万 | 0.00% | 298 | 95 | 46.8% | $1.44万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP COM | $4.51万 | 0.00% | 417 | 128 | 44.3% | $1.39万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $4.51万 | 0.00% | 753 | -562 | -42.7% | -$3.37万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC COM | $4.51万 | 0.00% | 382 | 74 | 24.0% | $8,733 | 加仓 |
| MRX | MAREX GROUP PLC ORD | $4.51万 | 0.00% | 1,011 | 106 | 11.7% | $4,726 | 加仓 |
| AVNT | AVIENT CORPORATION COM | $4.50万 | 0.00% | 1,241 | 424 | 51.9% | $1.54万 | 加仓 |
| JBGS | JBG SMITH PPTYS COM | $4.50万 | 0.00% | 3,081 | 418 | 15.7% | $6,107 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $4.49万 | 0.00% | 323 | -19 | -5.6% | -$2,640 | 减仓 |
| — | SEALED AIR CORP NEW COM | $4.49万 | 0.00% | 1,067 | -593 | -35.7% | -$2.49万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $4.49万 | 0.00% | 260 | -32 | -11.0% | -$5,520 | 减仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $4.48万 | 0.00% | 865 | 865 | — | $4.48万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $4.48万 | 0.00% | 721 | 196 | 37.3% | $1.22万 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $4.47万 | 0.00% | 725 | -1 | -0.1% | -$62 | 减仓 |
| UMBF | UMB FINL CORP COM | $4.47万 | 0.00% | 396 | 17 | 4.5% | $1,917 | 加仓 |
| WDFC | WD 40 CO COM | $4.47万 | 0.00% | 219 | 48 | 28.1% | $9,789 | 加仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $4.47万 | 0.00% | 713 | 173 | 32.0% | $1.08万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $4.47万 | 0.00% | 2,677 | 148 | 5.9% | $2,469 | 加仓 |
| — | GATES INDL CORP PLC ORD SHS | $4.46万 | 0.00% | 1,973 | 173 | 9.6% | $3,912 | 加仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $4.46万 | 0.00% | 259 | 5 | 2.0% | $861 | 加仓 |
| ABVX | ABIVAX SA SPONSORED ADS | $4.45万 | 0.00% | 400 | 25 | 6.7% | $2,784 | 加仓 |
| SERV | SERVE ROBOTICS INC COM | $4.45万 | 0.00% | 5,274 | 2,082 | 65.2% | $1.76万 | 加仓 |
| DNOW | DNOW INC COM | $4.45万 | 0.00% | 3,734 | 105 | 2.9% | $1,251 | 加仓 |
| WYNN | WYNN RESORTS LTD COM | $4.45万 | 0.00% | 438 | 11 | 2.6% | $1,117 | 加仓 |
| FRME | FIRST MERCHANTS CORP COM | $4.44万 | 0.00% | 1,146 | 133 | 13.1% | $5,151 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $4.42万 | 0.00% | 487 | 124 | 34.2% | $1.13万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC COM | $4.42万 | 0.00% | 3,486 | -221 | -6.0% | -$2,805 | 减仓 |
| — | LONG POND REAL ESTATE SELECT ETF | $4.42万 | 0.00% | 1,698 | 1,698 | — | $4.42万 | 新建仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $4.42万 | 0.00% | 1,218 | 0 | 0.0% | — | 不变 |
| SMB | VANECK SHORT MUNI ETF | $4.40万 | 0.00% | 2,546 | -17,431 | -87.3% | -$30.15万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $4.40万 | 0.00% | 12,164 | 855 | 7.6% | $3,095 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $4.40万 | 0.00% | 6,909 | 5,404 | 359.1% | $3.44万 | 加仓 |
| MANU | MANCHESTER UTD PLC NEW ORD CL A | $4.39万 | 0.00% | 2,611 | 1,076 | 70.1% | $1.81万 | 加仓 |