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 |
|---|---|---|---|---|---|---|---|---|
| VISN | VISTANCE NETWORKS INC COM | $4.39万 | 0.00% | 2,412 | -641 | -21.0% | -$1.17万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $4.39万 | 0.00% | 4,173 | 4,173 | — | $4.39万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $4.38万 | 0.00% | 471 | 60 | 14.6% | $5,585 | 加仓 |
| KMPR | KEMPER CORP COM | $4.38万 | 0.00% | 1,433 | -179 | -11.1% | -$5,470 | 减仓 |
| — | SOHU COM LTD SPONSORED ADS | $4.38万 | 0.00% | 2,834 | 1,241 | 77.9% | $1.92万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $4.36万 | 0.00% | 976 | 73 | 8.1% | $3,261 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $4.36万 | 0.00% | 223 | 36 | 19.3% | $7,035 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $4.33万 | 0.00% | 6,536 | 1,391 | 27.0% | $9,223 | 加仓 |
| ELF | E L F BEAUTY INC COM | $4.32万 | 0.00% | 713 | 564 | 378.5% | $3.42万 | 加仓 |
| CIFR | CIPHER DIGITAL INC COM | $4.32万 | 0.00% | 3,357 | 2,423 | 259.4% | $3.12万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $4.32万 | 0.00% | 939 | -4,963 | -84.1% | -$22.81万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO COM | $4.30万 | 0.00% | 2,995 | 2,125 | 244.3% | $3.05万 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $4.29万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $4.29万 | 0.00% | 122 | 17 | 16.2% | $5,972 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $4.28万 | 0.00% | 1,207 | -294 | -19.6% | -$1.04万 | 减仓 |
| KWR | QUAKER HOUGHTON COM | $4.27万 | 0.00% | 344 | 117 | 51.5% | $1.45万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOME COM | $4.27万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $4.27万 | 0.00% | 1,610 | 686 | 74.2% | $1.82万 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $4.24万 | 0.00% | 1,408 | -1,539 | -52.2% | -$4.64万 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $4.24万 | 0.00% | 2,166 | 529 | 32.3% | $1.03万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $4.23万 | 0.00% | 1,902 | 461 | 32.0% | $1.03万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $4.23万 | 0.00% | 1,272 | 14 | 1.1% | $466 | 加仓 |
| IMAX | IMAX CORP COM | $4.22万 | 0.00% | 1,111 | 170 | 18.1% | $6,462 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $4.21万 | 0.00% | 4,944 | -1,260 | -20.3% | -$1.07万 | 减仓 |
| NICE | NICE LTD SPONSORED ADR | $4.21万 | 0.00% | 382 | 168 | 78.5% | $1.85万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $4.21万 | 0.00% | 413 | 56 | 15.7% | $5,709 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $4.20万 | 0.00% | 855 | -17 | -1.9% | -$836 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $4.19万 | 0.00% | 4,514 | 806 | 21.7% | $7,480 | 加仓 |
| BOKF | BOK FINL CORP COM NEW | $4.19万 | 0.00% | 327 | 52 | 18.9% | $6,659 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $4.19万 | 0.00% | 672 | 336 | 100.0% | $2.09万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $4.17万 | 0.00% | 535 | -183 | -25.5% | -$1.43万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $4.17万 | 0.00% | 767 | -2 | -0.3% | -$109 | 减仓 |
| POWI | POWER INTEGRATIONS INC COM | $4.17万 | 0.00% | 814 | 453 | 125.5% | $2.32万 | 加仓 |
| BY | BYLINE BANCORP INC COM | $4.16万 | 0.00% | 1,317 | 146 | 12.5% | $4,609 | 加仓 |
| — | WM TECHNOLOGY INC CL A | $4.15万 | 0.00% | 62,989 | 1,833 | 3.0% | $1,207 | 加仓 |
| SHBI | SHORE BANCSHARES INC COM | $4.15万 | 0.00% | 2,220 | 52 | 2.4% | $971 | 加仓 |
| STLA | STELLANTIS N.V SHS | $4.14万 | 0.00% | 5,840 | 27 | 0.5% | $191 | 加仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $4.12万 | 0.00% | 816 | -1,327 | -61.9% | -$6.71万 | 减仓 |
| SRCE | 1ST SOURCE CORP COM | $4.12万 | 0.00% | 595 | 30 | 5.3% | $2,076 | 加仓 |
| UDR | UDR INC COM | $4.12万 | 0.00% | 1,219 | 574 | 89.0% | $1.94万 | 加仓 |
| KMT | KENNAMETAL INC COM | $4.11万 | 0.00% | 1,137 | 176 | 18.3% | $6,359 | 加仓 |
| TR | TOOTSIE ROLL INDS INC COM | $4.09万 | 0.00% | 958 | 311 | 48.1% | $1.33万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $4.09万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $4.08万 | 0.00% | 1,048 | 255 | 32.2% | $9,937 | 加仓 |
| ZG | ZILLOW GROUP INC CL A | $4.07万 | 0.00% | 984 | 637 | 183.6% | $2.64万 | 加仓 |
| CBZ | CBIZ INC COM | $4.06万 | 0.00% | 1,512 | 1,315 | 667.5% | $3.53万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $4.05万 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP COM | $4.05万 | 0.00% | 159 | 31 | 24.2% | $7,901 | 加仓 |
| — | LXP INDUSTRIAL TRUST COM | $4.04万 | 0.00% | 874 | 176 | 25.2% | $8,142 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $4.04万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4.02万 | 0.00% | 805 | -115 | -12.5% | -$5,746 | 减仓 |
| CFA | VICTORYSHARES US 500 VOLATILITY WTD ETF | $4.02万 | 0.00% | 440 | 1 | 0.2% | $91 | 加仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $4.02万 | 0.00% | 1,151 | 232 | 25.2% | $8,102 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $4.02万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $4.02万 | 0.00% | 991 | 3 | 0.3% | $122 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC COM | $4.01万 | 0.00% | 1,026 | 157 | 18.1% | $6,142 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $4.01万 | 0.00% | 6,048 | 5,248 | 656.0% | $3.48万 | 加仓 |
| ACMR | ACM RESH INC COM CL A | $4.01万 | 0.00% | 1,019 | 74 | 7.8% | $2,912 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $4.00万 | 0.00% | 6,685 | -3,286 | -33.0% | -$1.97万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $4.00万 | 0.00% | 1,516 | 489 | 47.6% | $1.29万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $4.00万 | 0.00% | 1,532 | -321 | -17.3% | -$8,372 | 减仓 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $3.99万 | 0.00% | 1,768 | 163 | 10.2% | $3,682 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $3.99万 | 0.00% | 1,318 | 164 | 14.2% | $4,968 | 加仓 |
| PENN | PENN ENTERTAINMENT INC COM | $3.99万 | 0.00% | 2,655 | -3,432 | -56.4% | -$5.16万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $3.99万 | 0.00% | 2,169 | 276 | 14.6% | $5,073 | 加仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $3.97万 | 0.00% | 1,353 | 97 | 7.7% | $2,848 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $3.96万 | 0.00% | 7,773 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $3.96万 | 0.00% | 887 | 85 | 10.6% | $3,797 | 加仓 |
| KBH | KB HOME COM | $3.95万 | 0.00% | 764 | -25 | -3.2% | -$1,294 | 减仓 |
| FLCA | FRANKLIN FTSE CANADA ETF | $3.95万 | 0.00% | 807 | 0 | 0.0% | — | 不变 |
| — | GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS | $3.93万 | 0.00% | 8,937 | 637 | 7.7% | $2,803 | 加仓 |
| SNAP | SNAP INC CL A | $3.92万 | 0.00% | 8,525 | 4,907 | 135.6% | $2.26万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $3.92万 | 0.00% | 548 | 200 | 57.5% | $1.43万 | 加仓 |
| — | AMICUS THERAPEUTIC COM | $3.90万 | 0.00% | 2,700 | -3,096 | -53.4% | -$4.48万 | 减仓 |
| TPC | TUTOR PERINI CORP COM | $3.90万 | 0.00% | 505 | -31 | -5.8% | -$2,393 | 减仓 |
| UFPI | UFP INDUSTRIES INC COM | $3.90万 | 0.00% | 423 | -18 | -4.1% | -$1,658 | 减仓 |
| MGEE | MGE ENERGY INC COM | $3.88万 | 0.00% | 502 | 99 | 24.6% | $7,652 | 加仓 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $3.87万 | 0.00% | 2,023 | -370 | -15.5% | -$7,074 | 减仓 |
| STRA | STRATEGIC ED INC COM | $3.87万 | 0.00% | 466 | -152 | -24.6% | -$1.26万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | $3.86万 | 0.00% | 512 | 163 | 46.7% | $1.23万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $3.84万 | 0.00% | 358 | -131 | -26.8% | -$1.41万 | 减仓 |
| FLNC | FLUENCE ENERGY INC COM CL A | $3.83万 | 0.00% | 2,782 | 672 | 31.8% | $9,247 | 加仓 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $3.83万 | 0.00% | 1,047 | 19 | 1.8% | $695 | 加仓 |
| STNE | STONECO LTD COM CL A | $3.82万 | 0.00% | 2,705 | 1,180 | 77.4% | $1.67万 | 加仓 |
| CNS | COHEN & STEERS INC COM | $3.82万 | 0.00% | 610 | 287 | 88.9% | $1.80万 | 加仓 |
| LRN | STRIDE INC COM | $3.81万 | 0.00% | 432 | 225 | 108.7% | $1.98万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $3.80万 | 0.00% | 1,986 | 365 | 22.5% | $6,989 | 加仓 |
| TFSL | TFS FINL CORP COM | $3.80万 | 0.00% | 2,706 | 841 | 45.1% | $1.18万 | 加仓 |
| — | ISHARES MSCI AUSTRIA ETF | $3.80万 | 0.00% | 1,071 | 867 | 425.0% | $3.07万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC COM | $3.79万 | 0.00% | 1,132 | 117 | 11.5% | $3,915 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $3.77万 | 0.00% | 504 | -7 | -1.4% | -$524 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC COM | $3.77万 | 0.00% | 531 | 49 | 10.2% | $3,475 | 加仓 |
| NUGT | DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF | $3.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $3.76万 | 0.00% | 5,413 | -150 | -2.7% | -$1,042 | 减仓 |
| RUN | SUNRUN INC COM | $3.74万 | 0.00% | 2,760 | 363 | 15.1% | $4,922 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $3.74万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC CLASS A COM | $3.74万 | 0.00% | 915 | 2 | 0.2% | $82 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $3.73万 | 0.00% | 1,472 | -102 | -6.5% | -$2,583 | 减仓 |
| — | VANGUARD HIGH-YIELD ACTIVE ETF | $3.72万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC COM | $3.72万 | 0.00% | 78 | 8 | 11.4% | $3,812 | 加仓 |