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 |
|---|---|---|---|---|---|---|---|---|
| PHR | PHREESIA INC COM | $2.74万 | 0.00% | 3,269 | 3,001 | 1,119.8% | $2.51万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $2.74万 | 0.00% | 1,157 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC COM | $2.74万 | 0.00% | 10,942 | 4,550 | 71.2% | $1.14万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $2.73万 | 0.00% | 1,016 | -814 | -44.5% | -$2.19万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $2.73万 | 0.00% | 1,276 | 96 | 8.1% | $2,057 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $2.73万 | 0.00% | 234 | 64 | 37.6% | $7,477 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $2.73万 | 0.00% | 1,279 | 1,115 | 679.9% | $2.38万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC COM | $2.73万 | 0.00% | 1,482 | -94 | -6.0% | -$1,731 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $2.73万 | 0.00% | 2,225 | 177 | 8.6% | $2,170 | 加仓 |
| MXL | MAXLINEAR INC COM | $2.72万 | 0.00% | 1,563 | 217 | 16.1% | $3,774 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $2.71万 | 0.00% | 2,461 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC COM | $2.71万 | 0.00% | 2,150 | -428 | -16.6% | -$5,397 | 减仓 |
| CASH | PATHWARD FINANCIAL INC COM | $2.69万 | 0.00% | 302 | -45 | -13.0% | -$4,016 | 减仓 |
| TRNO | TERRENO RLTY CORP COM | $2.69万 | 0.00% | 438 | 159 | 57.0% | $9,766 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC SPONSORED ADS | $2.69万 | 0.00% | 558 | -20 | -3.5% | -$964 | 减仓 |
| PRLB | PROTO LABS INC COM | $2.69万 | 0.00% | 471 | 20 | 4.4% | $1,140 | 加仓 |
| KOPN | KOPIN CORP COM | $2.69万 | 0.00% | 11,933 | -2,000 | -14.4% | -$4,500 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $2.68万 | 0.00% | 350 | 276 | 373.0% | $2.11万 | 加仓 |
| CC | CHEMOURS CO COM | $2.68万 | 0.00% | 1,216 | -150 | -11.0% | -$3,305 | 减仓 |
| PEBO | PEOPLES BANCORP INC COM | $2.67万 | 0.00% | 813 | -4 | -0.5% | -$131 | 减仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $2.66万 | 0.00% | 8,718 | 3,793 | 77.0% | $1.16万 | 加仓 |
| — | GLOO HOLDINGS INC CL A | $2.65万 | 0.00% | 5,513 | 3,996 | 263.4% | $1.92万 | 加仓 |
| BLBD | BLUE BIRD CORP COM | $2.64万 | 0.00% | 465 | -15 | -3.1% | -$852 | 减仓 |
| SFL | SFL CORPORATION LTD SHS | $2.64万 | 0.00% | 2,444 | 367 | 17.7% | $3,960 | 加仓 |
| QNST | QUINSTREET INC COM | $2.63万 | 0.00% | 2,191 | 805 | 58.1% | $9,668 | 加仓 |
| EQBK | EQUITY BANCSHARES INC COM CL A | $2.63万 | 0.00% | 592 | -28 | -4.5% | -$1,243 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $2.63万 | 0.00% | 4,754 | 1,920 | 67.7% | $1.06万 | 加仓 |
| KRNY | KEARNY FINL CORP MD COM | $2.62万 | 0.00% | 3,473 | 25 | 0.7% | $189 | 加仓 |
| FIVN | FIVE9 INC COM | $2.62万 | 0.00% | 1,728 | 1,367 | 378.7% | $2.07万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $2.62万 | 0.00% | 497 | 40 | 8.8% | $2,108 | 加仓 |
| MBIN | MERCHANTS BANCORP IND COM | $2.62万 | 0.00% | 610 | 14 | 2.3% | $601 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $2.62万 | 0.00% | 1,889 | 701 | 59.0% | $9,710 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD SHS | $2.61万 | 0.00% | 846 | 82 | 10.7% | $2,530 | 加仓 |
| ALAB | ASTERA LABS INC COM | $2.61万 | 0.00% | 238 | 3 | 1.3% | $329 | 加仓 |
| KFRC | KFORCE INC COM | $2.61万 | 0.00% | 891 | -422 | -32.1% | -$1.23万 | 减仓 |
| CAE | CAE INC COM | $2.59万 | 0.00% | 996 | -215 | -17.8% | -$5,601 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $2.59万 | 0.00% | 2,236 | -2,990 | -57.2% | -$3.47万 | 减仓 |
| RLJ | RLJ LODGING TR COM | $2.59万 | 0.00% | 3,492 | 299 | 9.4% | $2,219 | 加仓 |
| — | U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | $2.59万 | 0.00% | 1,084 | 1,084 | — | $2.59万 | 新建仓 |
| DAC | DANAOS CORPORATION SHS | $2.59万 | 0.00% | 230 | 50 | 27.8% | $5,632 | 加仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $2.59万 | 0.00% | 1,015 | 516 | 103.4% | $1.32万 | 加仓 |
| ONON | ON HLDG AG NAMEN AKT A | $2.59万 | 0.00% | 760 | 312 | 69.6% | $1.06万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $2.58万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR GOLD MINERS ETF | $2.58万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT INCOME COMPANY INC COM | $2.58万 | 0.00% | 2,735 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $2.58万 | 0.00% | 710 | 0 | 0.0% | — | 不变 |
| QCRH | QCR HLDGS INC COM | $2.58万 | 0.00% | 302 | 14 | 4.9% | $1,196 | 加仓 |
| — | ENVIRI CORP COM | $2.58万 | 0.00% | 1,315 | 16 | 1.2% | $314 | 加仓 |
| WD | WALKER & DUNLOP INC COM | $2.57万 | 0.00% | 580 | 301 | 107.9% | $1.34万 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $2.57万 | 0.00% | 663 | 178 | 36.7% | $6,906 | 加仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $2.57万 | 0.00% | 516 | 3 | 0.6% | $150 | 加仓 |
| BHVN | BIOHAVEN LTD COM | $2.57万 | 0.00% | 3,039 | -992 | -24.6% | -$8,392 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $2.57万 | 0.00% | 475 | 5 | 1.1% | $271 | 加仓 |
| MTRX | MATRIX SVC CO COM | $2.57万 | 0.00% | 2,235 | 158 | 7.6% | $1,814 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $2.56万 | 0.00% | 92 | -4 | -4.2% | -$1,115 | 减仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $2.56万 | 0.00% | 259 | 2 | 0.8% | $198 | 加仓 |
| MOMO | HELLO GROUP INC ADS | $2.56万 | 0.00% | 4,439 | 3,170 | 249.8% | $1.83万 | 加仓 |
| WHD | CACTUS INC CL A | $2.55万 | 0.00% | 538 | 64 | 13.5% | $3,032 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC COMMON STOCK | $2.55万 | 0.00% | 663 | 42 | 6.8% | $1,614 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $2.53万 | 0.00% | 1,322 | 271 | 25.8% | $5,195 | 加仓 |
| POST | POST HLDGS INC COM | $2.53万 | 0.00% | 256 | 100 | 64.1% | $9,886 | 加仓 |
| RAMP | LIVERAMP HLDGS INC COM | $2.52万 | 0.00% | 952 | -555 | -36.8% | -$1.47万 | 减仓 |
| MAC | MACERICH CO COM | $2.52万 | 0.00% | 1,335 | 236 | 21.5% | $4,461 | 加仓 |
| WERN | WERNER ENTERPRISES INC COM | $2.51万 | 0.00% | 854 | 165 | 23.9% | $4,853 | 加仓 |
| AS | AMER SPORTS INC COM SHS | $2.51万 | 0.00% | 761 | 348 | 84.3% | $1.15万 | 加仓 |
| SHOO | MADDEN STEVEN LTD COM | $2.50万 | 0.00% | 737 | 18 | 2.5% | $611 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $2.50万 | 0.00% | 530 | 85 | 19.1% | $4,008 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2.50万 | 0.00% | 126 | -51 | -28.8% | -$1.01万 | 减仓 |
| VTOL | BRISTOW GROUP INC COM | $2.49万 | 0.00% | 532 | -54 | -9.2% | -$2,532 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $2.49万 | 0.00% | 948 | -296 | -23.8% | -$7,786 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $2.49万 | 0.00% | 394 | -9 | -2.2% | -$569 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $2.49万 | 0.00% | 1,402 | 337 | 31.6% | $5,982 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2.48万 | 0.00% | 2,286 | -298 | -11.5% | -$3,227 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $2.46万 | 0.00% | 1,133 | -38 | -3.2% | -$827 | 减仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $2.46万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $2.45万 | 0.00% | 328 | 1 | 0.3% | $75 | 加仓 |
| TAL | TAL ED GROUP SPONSORED ADS | $2.44万 | 0.00% | 2,149 | 1,189 | 123.9% | $1.35万 | 加仓 |
| NN | NEXTNAV INC COMMON STOCK | $2.44万 | 0.00% | 1,525 | 1,514 | 13,763.6% | $2.43万 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $2.44万 | 0.00% | 965 | 117 | 13.8% | $2,957 | 加仓 |
| LAB | STANDARD BIOTOOLS INC COM | $2.43万 | 0.00% | 26,466 | 1,388 | 5.5% | $1,276 | 加仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | $2.43万 | 0.00% | 659 | -159 | -19.4% | -$5,852 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $2.42万 | 0.00% | 1,636 | 608 | 59.1% | $9,011 | 加仓 |
| BYD | BOYD GAMING CORP COM | $2.42万 | 0.00% | 295 | 57 | 23.9% | $4,684 | 加仓 |
| YORW | YORK WTR CO COM | $2.42万 | 0.00% | 794 | 209 | 35.7% | $6,364 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $2.42万 | 0.00% | 702 | 702 | — | $2.42万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $2.42万 | 0.00% | 11 | 1 | 10.0% | $2,197 | 加仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $2.40万 | 0.00% | 1,123 | -309 | -21.6% | -$6,600 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $2.39万 | 0.00% | 371 | 21 | 6.0% | $1,353 | 加仓 |
| HPK | HIGHPEAK ENERGY INC COM | $2.39万 | 0.00% | 3,465 | 2,710 | 358.9% | $1.87万 | 加仓 |
| BGC | BGC GROUP INC CL A | $2.39万 | 0.00% | 2,443 | 1,171 | 92.1% | $1.15万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC COM CL A | $2.39万 | 0.00% | 940 | 805 | 596.3% | $2.04万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $2.38万 | 0.00% | 2,080 | 1,075 | 107.0% | $1.23万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC COM | $2.37万 | 0.00% | 1,015 | 28 | 2.8% | $654 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $2.37万 | 0.00% | 731 | 87 | 13.5% | $2,821 | 加仓 |
| ICUI | ICU MED INC COM | $2.36万 | 0.00% | 183 | 15 | 8.9% | $1,937 | 加仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $2.36万 | 0.00% | 962 | 295 | 44.2% | $7,243 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $2.36万 | 0.00% | 553 | 157 | 39.6% | $6,704 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $2.36万 | 0.00% | 3,846 | 1,614 | 72.3% | $9,909 | 加仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $2.36万 | 0.00% | 822 | 820 | 41,000.0% | $2.35万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $2.36万 | 0.00% | 464 | 109 | 30.7% | $5,537 | 加仓 |