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 |
|---|---|---|---|---|---|---|---|---|
| ECVT | ECOVYST INC COM | $2.36万 | 0.00% | 1,833 | 272 | 17.4% | $3,498 | 加仓 |
| WEN | WENDYS CO COM | $2.35万 | 0.00% | 3,388 | -6,778 | -66.7% | -$4.71万 | 减仓 |
| SARO | STANDARDAERO INC COM | $2.35万 | 0.00% | 911 | 90 | 11.0% | $2,325 | 加仓 |
| SCL | STEPAN CO COM | $2.35万 | 0.00% | 470 | 107 | 29.5% | $5,348 | 加仓 |
| CMBT | CMB.TECH NV SHS | $2.35万 | 0.00% | 1,856 | 224 | 13.7% | $2,834 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $2.35万 | 0.00% | 697 | 433 | 164.0% | $1.46万 | 加仓 |
| IOT | SAMSARA INC COM CL A | $2.34万 | 0.00% | 739 | 522 | 240.6% | $1.65万 | 加仓 |
| DEI | DOUGLAS EMMETT INC COM | $2.34万 | 0.00% | 2,485 | 769 | 44.8% | $7,244 | 加仓 |
| — | REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES | $2.33万 | 0.00% | 918 | 368 | 66.9% | $9,358 | 加仓 |
| GME | GAMESTOP CORP CL A | $2.33万 | 0.00% | 1,011 | 209 | 26.1% | $4,815 | 加仓 |
| — | VERIS RESIDENTIAL INC COM | $2.33万 | 0.00% | 1,234 | -8 | -0.6% | -$151 | 减仓 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $2.33万 | 0.00% | 1,605 | 77 | 5.0% | $1,116 | 加仓 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | $2.31万 | 0.00% | 549 | -977 | -64.0% | -$4.12万 | 减仓 |
| — | LEGGETT & PLATT INC COM | $2.31万 | 0.00% | 2,341 | -399 | -14.6% | -$3,942 | 减仓 |
| — | WISDOMTREE GLOBAL DEFENSE FUND | $2.31万 | 0.00% | 705 | 705 | — | $2.31万 | 新建仓 |
| UTL | UNITIL CORP COM | $2.31万 | 0.00% | 442 | 53 | 13.6% | $2,769 | 加仓 |
| CAC | CAMDEN NATL CORP COM | $2.30万 | 0.00% | 484 | 11 | 2.3% | $522 | 加仓 |
| VVX | V2X INC COM | $2.29万 | 0.00% | 335 | 13 | 4.0% | $891 | 加仓 |
| BMBL | BUMBLE INC COM CL A | $2.29万 | 0.00% | 7,039 | 4,975 | 241.0% | $1.62万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC COM | $2.29万 | 0.00% | 240 | 75 | 45.5% | $7,170 | 加仓 |
| HBNC | HORIZON BANCORP IND COM | $2.29万 | 0.00% | 1,381 | -285 | -17.1% | -$4,722 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $2.29万 | 0.00% | 351 | -53 | -13.1% | -$3,452 | 减仓 |
| AROW | ARROW FINL CORP COM | $2.28万 | 0.00% | 679 | 17 | 2.6% | $571 | 加仓 |
| REX | REX AMERICAN RES CORP COM | $2.28万 | 0.00% | 500 | 99 | 24.7% | $4,511 | 加仓 |
| UEC | URANIUM ENERGY CORP COM | $2.28万 | 0.00% | 1,686 | 268 | 18.9% | $3,618 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC COM | $2.27万 | 0.00% | 1,640 | 59 | 3.7% | $818 | 加仓 |
| OBK | ORIGIN BANCORP INC COM | $2.27万 | 0.00% | 548 | 79 | 16.8% | $3,275 | 加仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $2.27万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $2.27万 | 0.00% | 268 | -44 | -14.1% | -$3,719 | 减仓 |
| DORM | DORMAN PRODS INC COM | $2.26万 | 0.00% | 217 | -15 | -6.5% | -$1,565 | 减仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $2.26万 | 0.00% | 530 | 409 | 338.0% | $1.74万 | 加仓 |
| DCOM | DIME CMNTY BANCSHARES INC COM | $2.26万 | 0.00% | 668 | -79 | -10.6% | -$2,672 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $2.26万 | 0.00% | 1,668 | 86 | 5.4% | $1,164 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $2.26万 | 0.00% | 232 | 92 | 65.7% | $8,948 | 加仓 |
| TMAT | MAIN THEMATIC INNOVATION ETF | $2.24万 | 0.00% | 968 | 478 | 97.6% | $1.11万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $2.23万 | 0.00% | 663 | 30 | 4.7% | $1,010 | 加仓 |
| OGN | ORGANON & CO COMMON STOCK | $2.23万 | 0.00% | 3,720 | -67 | -1.8% | -$401 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $2.22万 | 0.00% | 845 | -344 | -28.9% | -$9,030 | 减仓 |
| MATV | MATIV HOLDINGS INC COM | $2.22万 | 0.00% | 2,547 | -90 | -3.4% | -$783 | 减仓 |
| CALY | CALLAWAY GOLF CO COM | $2.22万 | 0.00% | 1,596 | 24 | 1.5% | $333 | 加仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $2.21万 | 0.00% | 7,964 | -4,138 | -34.2% | -$1.15万 | 减仓 |
| CLDT | CHATHAM LODGING TR COM | $2.21万 | 0.00% | 2,809 | -43 | -1.5% | -$338 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $2.21万 | 0.00% | 1,474 | 273 | 22.7% | $4,092 | 加仓 |
| INVA | INNOVIVA INC COM | $2.20万 | 0.00% | 946 | -6 | -0.6% | -$140 | 减仓 |
| BROS | DUTCH BROS INC CL A | $2.20万 | 0.00% | 435 | 299 | 219.9% | $1.51万 | 加仓 |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $2.20万 | 0.00% | 825 | -80 | -8.8% | -$2,133 | 减仓 |
| GTX | GARRETT MOTION INC COM | $2.20万 | 0.00% | 1,209 | 422 | 53.6% | $7,668 | 加仓 |
| ASAN | ASANA INC CL A | $2.20万 | 0.00% | 3,430 | 2,669 | 350.7% | $1.71万 | 加仓 |
| BAND | BANDWIDTH INC COM CL A | $2.19万 | 0.00% | 1,231 | 39 | 3.3% | $695 | 加仓 |
| — | CHART INDS INC COM | $2.19万 | 0.00% | 106 | 21 | 24.7% | $4,342 | 加仓 |
| TCBK | TRICO BANCSHARES COM | $2.19万 | 0.00% | 461 | -59 | -11.3% | -$2,805 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $2.19万 | 0.00% | 211 | 206 | 4,120.0% | $2.14万 | 加仓 |
| DUOL | DUOLINGO INC CL A COM | $2.19万 | 0.00% | 222 | -162 | -42.2% | -$1.60万 | 减仓 |
| PAM | PAMPA ENERGIA SA SPONS ADR LVL I | $2.18万 | 0.00% | 246 | -27 | -9.9% | -$2,390 | 减仓 |
| GRAL | GRAIL INC COM | $2.18万 | 0.00% | 421 | -100 | -19.2% | -$5,168 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD SHS | $2.17万 | 0.00% | 318 | 129 | 68.3% | $8,805 | 加仓 |
| — | SUN CTRY AIRLS HLDGS INC COM | $2.16万 | 0.00% | 1,309 | 48 | 3.8% | $793 | 加仓 |
| GEF | GREIF INC CL A | $2.16万 | 0.00% | 322 | -338 | -51.2% | -$2.27万 | 减仓 |
| U | UNITY SOFTWARE INC COM | $2.16万 | 0.00% | 983 | 175 | 21.7% | $3,839 | 加仓 |
| MRNA | MODERNA INC COM | $2.15万 | 0.00% | 424 | 80 | 23.3% | $4,065 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $2.15万 | 0.00% | 747 | -71 | -8.7% | -$2,040 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $2.14万 | 0.00% | 626 | 25 | 4.2% | $857 | 加仓 |
| — | MICROVAST HOLDINGS INC COM | $2.14万 | 0.00% | 14,296 | 704 | 5.2% | $1,056 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $2.14万 | 0.00% | 149 | 10 | 7.2% | $1,438 | 加仓 |
| SAIL | SAILPOINT INC COM | $2.13万 | 0.00% | 1,612 | 1,417 | 726.7% | $1.88万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $2.13万 | 0.00% | 530 | -166 | -23.9% | -$6,683 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $2.13万 | 0.00% | 503 | 7 | 1.4% | $297 | 加仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $2.12万 | 0.00% | 329 | 51 | 18.3% | $3,293 | 加仓 |
| UE | URBAN EDGE PPTYS COM | $2.12万 | 0.00% | 1,063 | -1 | -0.1% | -$20 | 减仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $2.12万 | 0.00% | 1,014 | -84 | -7.7% | -$1,755 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP COM | $2.12万 | 0.00% | 825 | 619 | 300.5% | $1.59万 | 加仓 |
| TK | TEEKAY CORPORATION LTD SHS | $2.11万 | 0.00% | 1,732 | -235 | -11.9% | -$2,869 | 减仓 |
| TFII | TRANSFORCE INC COM | $2.11万 | 0.00% | 194 | 68 | 54.0% | $7,396 | 加仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $2.11万 | 0.00% | 2,437 | 2,038 | 510.8% | $1.76万 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $2.10万 | 0.00% | 355 | 50 | 16.4% | $2,959 | 加仓 |
| PRK | PARK NATL CORP COM | $2.09万 | 0.00% | 128 | -13 | -9.2% | -$2,125 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $2.09万 | 0.00% | 1,683 | 68 | 4.2% | $845 | 加仓 |
| HURN | HURON CONSULTING GROUP INC COM | $2.09万 | 0.00% | 164 | -43 | -20.8% | -$5,482 | 减仓 |
| COUR | COURSERA INC COM | $2.08万 | 0.00% | 3,581 | 2,801 | 359.1% | $1.63万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $2.08万 | 0.00% | 544 | 16 | 3.0% | $612 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $2.08万 | 0.00% | 177 | 99 | 126.9% | $1.16万 | 加仓 |
| DAVE | DAVE INC CLASS A COM NEW | $2.07万 | 0.00% | 119 | 27 | 29.3% | $4,700 | 加仓 |
| MSEX | MIDDLESEX WTR CO COM | $2.07万 | 0.00% | 397 | 374 | 1,626.1% | $1.95万 | 加仓 |
| MMI | MARCUS & MILLICHAP INC COM | $2.07万 | 0.00% | 777 | 113 | 17.0% | $3,005 | 加仓 |
| MRTN | MARTEN TRANS LTD COM | $2.06万 | 0.00% | 1,570 | 695 | 79.4% | $9,125 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC COM | $2.06万 | 0.00% | 522 | 8 | 1.6% | $315 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.06万 | 0.00% | 362 | 2 | 0.6% | $114 | 加仓 |
| SCHL | SCHOLASTIC CORP COM | $2.05万 | 0.00% | 525 | 13 | 2.5% | $508 | 加仓 |
| RRR | RED ROCK RESORTS INC CL A | $2.05万 | 0.00% | 384 | 104 | 37.1% | $5,549 | 加仓 |
| MBWM | MERCANTILE BK CORP COM | $2.05万 | 0.00% | 405 | 2 | 0.5% | $101 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $2.04万 | 0.00% | 876 | -3,646 | -80.6% | -$8.51万 | 减仓 |
| VVV | VALVOLINE INC COM | $2.04万 | 0.00% | 606 | -101 | -14.3% | -$3,402 | 减仓 |
| — | AVANTIS MODERATE ALLOCATION ETF | $2.04万 | 0.00% | 304 | 60 | 24.6% | $4,027 | 加仓 |
| SDGR | SCHRODINGER INC COM | $2.03万 | 0.00% | 1,791 | 417 | 30.3% | $4,737 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $2.03万 | 0.00% | 2,258 | 249 | 12.4% | $2,244 | 加仓 |
| DIOD | DIODES INC COM | $2.03万 | 0.00% | 298 | -210 | -41.3% | -$1.43万 | 减仓 |
| WT | WISDOMTREE INC COM | $2.03万 | 0.00% | 1,393 | 16 | 1.2% | $233 | 加仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $2.03万 | 0.00% | 250 | 250 | — | $2.03万 | 新建仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $2.02万 | 0.00% | 827 | 87 | 11.8% | $2,122 | 加仓 |
| RCAT | RED CAT HLDGS INC COM | $2.02万 | 0.00% | 1,541 | 1,541 | — | $2.02万 | 新建仓 |