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 |
|---|---|---|---|---|---|---|---|---|
| BTU | PEABODY ENERGY CORP COM | $3.25万 | 0.00% | 987 | 99 | 11.1% | $3,262 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC COM | $3.25万 | 0.00% | 6,142 | 1,772 | 40.5% | $9,374 | 加仓 |
| — | BITWISE ETHEREUM ETF | $3.25万 | 0.00% | 2,164 | 970 | 81.2% | $1.46万 | 加仓 |
| HGTY | HAGERTY INC CL A COM | $3.23万 | 0.00% | 3,072 | 1,591 | 107.4% | $1.68万 | 加仓 |
| SPSC | SPS COMM INC COM | $3.23万 | 0.00% | 580 | -554 | -48.9% | -$3.08万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $3.22万 | 0.00% | 1,718 | -280 | -14.0% | -$5,250 | 减仓 |
| NEXT | NEXTDECADE CORP COM | $3.22万 | 0.00% | 4,205 | 3,161 | 302.8% | $2.42万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $3.21万 | 0.00% | 1,518 | -163 | -9.7% | -$3,449 | 减仓 |
| HOMB | HOME BANCSHARES INC COM | $3.20万 | 0.00% | 1,189 | 63 | 5.6% | $1,697 | 加仓 |
| PD | PAGERDUTY INC COM | $3.19万 | 0.00% | 5,136 | 4,147 | 419.3% | $2.58万 | 加仓 |
| — | AVANOS MED INC COM | $3.19万 | 0.00% | 2,276 | -220 | -8.8% | -$3,082 | 减仓 |
| MSBI | MIDLAND STATES BANCORP INC COM | $3.19万 | 0.00% | 1,429 | 40 | 2.9% | $892 | 加仓 |
| LYTS | LSI INDS INC OHIO COM | $3.18万 | 0.00% | 1,711 | -318 | -15.7% | -$5,915 | 减仓 |
| SKYW | SKYWEST INC COM | $3.18万 | 0.00% | 346 | -27 | -7.2% | -$2,479 | 减仓 |
| NBTB | NBT BANCORP INC COM | $3.18万 | 0.00% | 746 | 207 | 38.4% | $8,814 | 加仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $3.17万 | 0.00% | 551 | -73 | -11.7% | -$4,206 | 减仓 |
| — | ISHARES MSCI NORWAY ETF | $3.17万 | 0.00% | 859 | 859 | — | $3.17万 | 新建仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $3.17万 | 0.00% | 467 | 90 | 23.9% | $6,113 | 加仓 |
| TPG | TPG INC COM CL A | $3.17万 | 0.00% | 783 | 108 | 16.0% | $4,373 | 加仓 |
| ITGR | INTEGER HLDGS CORP COM | $3.17万 | 0.00% | 360 | 117 | 48.1% | $1.03万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $3.15万 | 0.00% | 1,562 | -42 | -2.6% | -$847 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | $3.14万 | 0.00% | 652 | 106 | 19.4% | $5,104 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $3.13万 | 0.00% | 2,195 | 0 | 0.0% | — | 不变 |
| — | SPEAR ALPHA ETF | $3.13万 | 0.00% | 878 | -924 | -51.3% | -$3.29万 | 减仓 |
| CROX | CROCS INC COM | $3.12万 | 0.00% | 376 | -776 | -67.4% | -$6.44万 | 减仓 |
| TNK | TEEKAY TANKERS LTD CL A | $3.11万 | 0.00% | 424 | -2 | -0.5% | -$147 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $3.10万 | 0.00% | 336 | -114 | -25.3% | -$1.05万 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $3.10万 | 0.00% | 2,552 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $3.10万 | 0.00% | 2,884 | -1,392 | -32.6% | -$1.50万 | 减仓 |
| — | GLOBAL X MSCI COLOMBIA ETF | $3.09万 | 0.00% | 782 | 782 | — | $3.09万 | 新建仓 |
| TDOC | TELADOC HEALTH INC COM | $3.08万 | 0.00% | 5,657 | 4,945 | 694.5% | $2.70万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $3.07万 | 0.00% | 355 | 57 | 19.1% | $4,927 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $3.06万 | 0.00% | 540 | 279 | 106.9% | $1.58万 | 加仓 |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $3.06万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC COM | $3.05万 | 0.00% | 814 | -812 | -49.9% | -$3.04万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REUNI SHS | $3.05万 | 0.00% | 1,420 | 194 | 15.8% | $4,165 | 加仓 |
| ICL | ICL GROUP LTD SHS | $3.04万 | 0.00% | 5,890 | -479 | -7.5% | -$2,474 | 减仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $3.04万 | 0.00% | 1,272 | 12 | 1.0% | $286 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $3.03万 | 0.00% | 425 | -1 | -0.2% | -$71 | 减仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $3.02万 | 0.00% | 602 | 321 | 114.2% | $1.61万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $3.02万 | 0.00% | 893 | 893 | — | $3.02万 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $3.02万 | 0.00% | 333 | 34 | 11.4% | $3,083 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $3.01万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC COM | $3.01万 | 0.00% | 419 | 133 | 46.5% | $9,547 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $2.99万 | 0.00% | 3,623 | 523 | 16.9% | $4,320 | 加仓 |
| TRIN | TRINITY CAP INC COM | $2.99万 | 0.00% | 2,034 | 78 | 4.0% | $1,147 | 加仓 |
| — | AMPLIFY ENERGY CORP NEW COM | $2.98万 | 0.00% | 4,780 | -379 | -7.3% | -$2,365 | 减仓 |
| QTTB | Q32 BIO INC COM | $2.98万 | 0.00% | 4,640 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC COM NEW | $2.97万 | 0.00% | 760 | -9 | -1.2% | -$352 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $2.97万 | 0.00% | 162 | -3 | -1.8% | -$549 | 减仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $2.96万 | 0.00% | 266 | -488 | -64.7% | -$5.43万 | 减仓 |
| — | STELLAR BANCORP INC COM | $2.95万 | 0.00% | 805 | 46 | 6.1% | $1,684 | 加仓 |
| MNDY | MONDAY COM LTD SHS | $2.94万 | 0.00% | 425 | 354 | 498.6% | $2.45万 | 加仓 |
| VRNS | VARONIS SYS INC COM | $2.92万 | 0.00% | 1,360 | 839 | 161.0% | $1.80万 | 加仓 |
| NEOG | NEOGEN CORP COM | $2.92万 | 0.00% | 3,141 | 184 | 6.2% | $1,709 | 加仓 |
| NVR | NVR INC COM | $2.91万 | 0.00% | 4 | -5 | -55.6% | -$3.64万 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. SHS PAR | $2.91万 | 0.00% | 1,265 | 264 | 26.4% | $6,064 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $2.91万 | 0.00% | 2,788 | 908 | 48.3% | $9,462 | 加仓 |
| AIR | AAR CORP COM | $2.90万 | 0.00% | 265 | 19 | 7.7% | $2,080 | 加仓 |
| SMR | NUSCALE PWR CORP CL A COM | $2.89万 | 0.00% | 2,668 | 504 | 23.3% | $5,463 | 加仓 |
| BTG | B2GOLD CORP COM | $2.89万 | 0.00% | 6,382 | 985 | 18.3% | $4,462 | 加仓 |
| EQX | EQUINOX GOLD CORP COM | $2.89万 | 0.00% | 1,997 | 982 | 96.7% | $1.42万 | 加仓 |
| GFF | GRIFFON CORP COM | $2.89万 | 0.00% | 397 | -100 | -20.1% | -$7,268 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR | $2.88万 | 0.00% | 2,536 | 347 | 15.9% | $3,938 | 加仓 |
| CMP | COMPASS MINERALS INTL INC COM | $2.87万 | 0.00% | 1,231 | -66 | -5.1% | -$1,541 | 减仓 |
| STXF | STRIVE 500 ETF | $2.87万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC COM | $2.86万 | 0.00% | 2,876 | 665 | 30.1% | $6,617 | 加仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $2.86万 | 0.00% | 846 | 846 | — | $2.86万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2.85万 | 0.00% | 280 | -42 | -13.0% | -$4,279 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $2.85万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $2.85万 | 0.00% | 3,040 | 986 | 48.0% | $9,229 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $2.83万 | 0.00% | 1,527 | 61 | 4.2% | $1,132 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $2.82万 | 0.00% | 540 | 39 | 7.8% | $2,038 | 加仓 |
| ONDS | ONDAS INC COM NEW | $2.82万 | 0.00% | 3,120 | 3,063 | 5,373.7% | $2.77万 | 加仓 |
| — | BRASKEM S A SP ADR PFD A | $2.82万 | 0.00% | 7,704 | -875 | -10.2% | -$3,203 | 减仓 |
| UNF | UNIFIRST CORP MASS COM | $2.82万 | 0.00% | 112 | 2 | 1.8% | $503 | 加仓 |
| — | SUNOPTA INC COM | $2.81万 | 0.00% | 4,333 | -157 | -3.5% | -$1,017 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $2.80万 | 0.00% | 1,278 | 900 | 238.1% | $1.97万 | 加仓 |
| CATY | CATHAY GEN BANCORP COM | $2.80万 | 0.00% | 561 | 104 | 22.8% | $5,185 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y COM | $2.80万 | 0.00% | 1,924 | 183 | 10.5% | $2,659 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $2.79万 | 0.00% | 108 | 33 | 44.0% | $8,525 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $2.79万 | 0.00% | 935 | 30 | 3.3% | $895 | 加仓 |
| ETOR | ETORO GROUP LTD SHS CL A | $2.78万 | 0.00% | 926 | 727 | 365.3% | $2.18万 | 加仓 |
| LCID | LUCID GROUP INC COM NEW | $2.78万 | 0.00% | 2,914 | 2,740 | 1,574.7% | $2.61万 | 加仓 |
| NBBK | NB BANCORP INC COM | $2.77万 | 0.00% | 1,315 | 29 | 2.3% | $611 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $2.77万 | 0.00% | 1,002 | 23 | 2.3% | $636 | 加仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $2.77万 | 0.00% | 828 | -25 | -2.9% | -$835 | 减仓 |
| FULT | FULTON FINL CORP PA COM | $2.77万 | 0.00% | 1,360 | 163 | 13.6% | $3,315 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $2.77万 | 0.00% | 3,136 | 2,479 | 377.3% | $2.19万 | 加仓 |
| IONQ | IONQ INC COM | $2.76万 | 0.00% | 959 | 656 | 216.5% | $1.89万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $2.76万 | 0.00% | 699 | 127 | 22.2% | $5,019 | 加仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $2.76万 | 0.00% | 3,513 | 473 | 15.6% | $3,718 | 加仓 |
| — | FLUSHING FINL CORP COM | $2.76万 | 0.00% | 1,797 | 98 | 5.8% | $1,505 | 加仓 |
| WRBY | WARBY PARKER INC CL A COM | $2.76万 | 0.00% | 1,310 | 673 | 105.7% | $1.42万 | 加仓 |
| — | PUTNAM BDC INCOME ETF | $2.76万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $2.75万 | 0.00% | 768 | 428 | 125.9% | $1.53万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $2.75万 | 0.00% | 527 | -36 | -6.4% | -$1,877 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $2.74万 | 0.00% | 314 | -25 | -7.4% | -$2,185 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $2.74万 | 0.00% | 383 | -267 | -41.1% | -$1.91万 | 减仓 |
| — | INVESCO ZACKS MULTI-ASSET INCOME ETF | $2.74万 | 0.00% | 1,012 | 0 | 0.0% | — | 不变 |