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 |
|---|---|---|---|---|---|---|---|---|
| ARDX | ARDELYX INC COM | $3.71万 | 0.00% | 6,199 | 763 | 14.0% | $4,570 | 加仓 |
| KSPI | KASPI KZ JSC SPONSORED ADS | $3.71万 | 0.00% | 501 | 483 | 2,683.3% | $3.58万 | 加仓 |
| CVI | CVR ENERGY INC COM | $3.71万 | 0.00% | 1,102 | 339 | 44.4% | $1.14万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $3.71万 | 0.00% | 1,999 | -400 | -16.7% | -$7,420 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $3.70万 | 0.00% | 2,102 | 174 | 9.0% | $3,066 | 加仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $3.70万 | 0.00% | 40,000 | 40,000 | — | $3.70万 | 新建仓 |
| FBNC | FIRST BANCORP N C COM | $3.70万 | 0.00% | 656 | -72 | -9.9% | -$4,057 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $3.69万 | 0.00% | 1,962 | 853 | 76.9% | $1.61万 | 加仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $3.69万 | 0.00% | 14,428 | 3,150 | 27.9% | $8,064 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $3.69万 | 0.00% | 990 | 422 | 74.3% | $1.57万 | 加仓 |
| RLI | RLI CORP COM | $3.69万 | 0.00% | 647 | 162 | 33.4% | $9,240 | 加仓 |
| CMRE | COSTAMARE INC SHS | $3.68万 | 0.00% | 2,179 | 422 | 24.0% | $7,132 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR | $3.68万 | 0.00% | 787 | -450 | -36.4% | -$2.10万 | 减仓 |
| BILI | BILIBILI INC SPONS ADS REP Z | $3.67万 | 0.00% | 1,628 | 706 | 76.6% | $1.59万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $3.67万 | 0.00% | 3,914 | 478 | 13.9% | $4,479 | 加仓 |
| BANR | BANNER CORP COM NEW | $3.66万 | 0.00% | 603 | -14 | -2.3% | -$849 | 减仓 |
| BBT | BEACON FINANCIAL CORP. COM | $3.65万 | 0.00% | 1,218 | -63 | -4.9% | -$1,890 | 减仓 |
| PEN | PENUMBRA INC COM | $3.64万 | 0.00% | 111 | 3 | 2.8% | $985 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $3.64万 | 0.00% | 624 | -47 | -7.0% | -$2,741 | 减仓 |
| SKT | TANGER INC COM | $3.64万 | 0.00% | 1,071 | 103 | 10.6% | $3,500 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $3.63万 | 0.00% | 2,759 | 76 | 2.8% | $1,001 | 加仓 |
| TX | TERNIUM SA SPONSORED ADS | $3.63万 | 0.00% | 905 | 201 | 28.6% | $8,070 | 加仓 |
| ASB | ASSOCIATED BANC-CORP COM | $3.63万 | 0.00% | 1,404 | 186 | 15.3% | $4,810 | 加仓 |
| BANC | BANC OF CALIFORNIA INC COM | $3.62万 | 0.00% | 2,060 | 37 | 1.8% | $650 | 加仓 |
| LPG | DORIAN LPG LTD SHS USD | $3.60万 | 0.00% | 1,054 | 119 | 12.7% | $4,070 | 加仓 |
| TRST | TRUSTCO BK CORP N Y COM NEW | $3.60万 | 0.00% | 822 | 51 | 6.6% | $2,233 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3.60万 | 0.00% | 162 | -2 | -1.2% | -$444 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $3.60万 | 0.00% | 4,332 | 614 | 16.5% | $5,096 | 加仓 |
| GIII | G III APPAREL GROUP LTD COM | $3.59万 | 0.00% | 1,297 | -165 | -11.3% | -$4,571 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $3.59万 | 0.00% | 424 | -267 | -38.6% | -$2.26万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC COM | $3.58万 | 0.00% | 540 | -185 | -25.5% | -$1.23万 | 减仓 |
| JOYY | JOYY INC ADS REPSTG COM A | $3.58万 | 0.00% | 613 | 384 | 167.7% | $2.24万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | $3.58万 | 0.00% | 610 | 32 | 5.5% | $1,877 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $3.58万 | 0.00% | 518 | 440 | 564.1% | $3.04万 | 加仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $3.58万 | 0.00% | 1,197 | -40 | -3.2% | -$1,195 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $3.57万 | 0.00% | 3,103 | 705 | 29.4% | $8,115 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $3.56万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC COM | $3.55万 | 0.00% | 1,068 | 365 | 51.9% | $1.21万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $3.54万 | 0.00% | 709 | -137 | -16.2% | -$6,849 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.54万 | 0.00% | 1,343 | 34 | 2.6% | $896 | 加仓 |
| FTDR | FRONTDOOR INC COM | $3.54万 | 0.00% | 669 | 128 | 23.7% | $6,766 | 加仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $3.53万 | 0.00% | 1,159 | 168 | 17.0% | $5,117 | 加仓 |
| GNMA | ISHARES GNMA BOND ETF | $3.53万 | 0.00% | 796 | 341 | 74.9% | $1.51万 | 加仓 |
| ALK | ALASKA AIR GROUP INC COM | $3.53万 | 0.00% | 959 | 69 | 7.8% | $2,538 | 加仓 |
| SM | SM ENERGY COMPANY COM | $3.52万 | 0.00% | 1,129 | 868 | 332.6% | $2.71万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $3.52万 | 0.00% | 103 | 4 | 4.0% | $1,367 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.52万 | 0.00% | 593 | 228 | 62.5% | $1.35万 | 加仓 |
| MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $3.52万 | 0.00% | 1,715 | -7,673 | -81.7% | -$15.74万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $3.52万 | 0.00% | 6,383 | 1,982 | 45.0% | $1.09万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION COM | $3.51万 | 0.00% | 556 | 24 | 4.5% | $1,517 | 加仓 |
| GTY | GETTY RLTY CORP NEW COM | $3.51万 | 0.00% | 1,105 | 147 | 15.3% | $4,675 | 加仓 |
| OPLN | OPENLANE INC COM | $3.51万 | 0.00% | 1,203 | -206 | -14.6% | -$6,005 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $3.50万 | 0.00% | 339 | 26 | 8.3% | $2,683 | 加仓 |
| CVCO | CAVCO INDS INC DEL COM | $3.49万 | 0.00% | 72 | 15 | 26.3% | $7,264 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $3.49万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $3.48万 | 0.00% | 386 | 386 | — | $3.48万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $3.47万 | 0.00% | 131 | 16 | 13.9% | $4,242 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $3.47万 | 0.00% | 4,074 | -280 | -6.4% | -$2,386 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.47万 | 0.00% | 379 | 254 | 203.2% | $2.32万 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $3.47万 | 0.00% | 837 | 561 | 203.3% | $2.32万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $3.46万 | 0.00% | 436 | 99 | 29.4% | $7,855 | 加仓 |
| PTIN | PACER TRENDPILOT INTERNATIONAL ETF | $3.46万 | 0.00% | 1,063 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $3.46万 | 0.00% | 5,899 | 116 | 2.0% | $680 | 加仓 |
| OTTR | OTTER TAIL CORP COM | $3.45万 | 0.00% | 393 | 17 | 4.5% | $1,492 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION COM | $3.44万 | 0.00% | 255 | 129 | 102.4% | $1.74万 | 加仓 |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | $3.44万 | 0.00% | 5,804 | 4,153 | 251.5% | $2.46万 | 加仓 |
| AMBA | AMBARELLA INC SHS | $3.44万 | 0.00% | 668 | 252 | 60.6% | $1.30万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $3.43万 | 0.00% | 871 | 90 | 11.5% | $3,545 | 加仓 |
| WSBF | WATERSTONE FINL INC MD COM | $3.42万 | 0.00% | 1,895 | -43 | -2.2% | -$775 | 减仓 |
| — | NUVALENT INC COM | $3.41万 | 0.00% | 333 | 195 | 141.3% | $2.00万 | 加仓 |
| LXFR | LUXFER HLDGS PLC SHS | $3.40万 | 0.00% | 2,793 | 1,083 | 63.3% | $1.32万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3.40万 | 0.00% | 924 | 231 | 33.3% | $8,490 | 加仓 |
| WB | WEIBO CORP SPONSORED ADR | $3.39万 | 0.00% | 3,876 | 2,990 | 337.5% | $2.62万 | 加仓 |
| SITM | SITIME CORP COM | $3.38万 | 0.00% | 98 | -5 | -4.9% | -$1,727 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $3.38万 | 0.00% | 862 | 98 | 12.8% | $3,838 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY COM | $3.37万 | 0.00% | 2,071 | -4 | -0.2% | -$65 | 减仓 |
| ASTE | ASTEC INDS INC COM | $3.37万 | 0.00% | 626 | 32 | 5.4% | $1,723 | 加仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $3.37万 | 0.00% | 1,936 | 134 | 7.4% | $2,333 | 加仓 |
| KRC | KILROY REALTY CORP COM | $3.35万 | 0.00% | 1,189 | -292 | -19.7% | -$8,237 | 减仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $3.35万 | 0.00% | 419 | 33 | 8.5% | $2,642 | 加仓 |
| FFBC | 1ST FINL BANCORP COM | $3.35万 | 0.00% | 1,201 | 122 | 11.3% | $3,401 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHS | $3.35万 | 0.00% | 313 | 98 | 45.6% | $1.05万 | 加仓 |
| HCC | WARRIOR MET COAL INC COM | $3.34万 | 0.00% | 359 | -92 | -20.4% | -$8,570 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $3.33万 | 0.00% | 2,095 | 1,406 | 204.1% | $2.24万 | 加仓 |
| RYZ | RYERSON HLDG CORP COM | $3.33万 | 0.00% | 1,483 | 1,091 | 278.3% | $2.45万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $3.32万 | 0.00% | 510 | 510 | — | $3.32万 | 新建仓 |
| ANL | ADLAI NORTYE LTD SPONSORED ADS | $3.32万 | 0.00% | 4,794 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $3.31万 | 0.00% | 1,442 | -484 | -25.1% | -$1.11万 | 减仓 |
| BMI | BADGER METER INC COM | $3.31万 | 0.00% | 217 | -2 | -0.9% | -$305 | 减仓 |
| CRK | COMSTOCK RES INC COM | $3.31万 | 0.00% | 1,568 | 371 | 31.0% | $7,821 | 加仓 |
| VET | VERMILION ENERGY INC COM | $3.30万 | 0.00% | 2,397 | 1,714 | 251.0% | $2.36万 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $3.30万 | 0.00% | 1,455 | 531 | 57.5% | $1.20万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $3.29万 | 0.00% | 1,058 | 71 | 7.2% | $2,207 | 加仓 |
| CBT | CABOT CORP COM | $3.28万 | 0.00% | 436 | 57 | 15.0% | $4,293 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $3.28万 | 0.00% | 904 | 833 | 1,173.2% | $3.02万 | 加仓 |
| — | PROSHARES ULTRA XRP ETF | $3.28万 | 0.00% | 8,888 | 8,888 | — | $3.28万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD COM | $3.27万 | 0.00% | 2,971 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC COM | $3.27万 | 0.00% | 725 | -161 | -18.2% | -$7,255 | 减仓 |
| KURA | KURA ONCOLOGY INC COM | $3.26万 | 0.00% | 4,010 | -1,732 | -30.2% | -$1.41万 | 减仓 |
| INSP | INSPIRE MED SYS INC COM | $3.26万 | 0.00% | 632 | 580 | 1,115.4% | $2.99万 | 加仓 |