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 |
|---|---|---|---|---|---|---|---|---|
| AIN | ALBANY INTL CORP CL A | $2.02万 | 0.00% | 386 | 79 | 25.7% | $4,125 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $2.01万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC COM | $2.01万 | 0.00% | 1,222 | 74 | 6.4% | $1,217 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $2.01万 | 0.00% | 899 | 11 | 1.2% | $246 | 加仓 |
| QFIN | QFIN HOLDINGS INC AMERICAN DEP | $2.00万 | 0.00% | 1,551 | 147 | 10.5% | $1,898 | 加仓 |
| PLAB | PHOTRONICS INC COM | $2.00万 | 0.00% | 495 | 118 | 31.3% | $4,768 | 加仓 |
| ENOV | ENOVIS CORPORATION COM | $1.99万 | 0.00% | 874 | 288 | 49.1% | $6,552 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.98万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL SMALL-CAP GROWTH ETF | $1.98万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC COM | $1.98万 | 0.00% | 290 | 181 | 166.1% | $1.24万 | 加仓 |
| — | SONICSHARES GLOBAL SHIPPING ETF | $1.98万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $1.98万 | 0.00% | 2,807 | 62 | 2.3% | $437 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.97万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP COM | $1.97万 | 0.00% | 831 | -63 | -7.0% | -$1,494 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.97万 | 0.00% | 188 | -94 | -33.3% | -$9,845 | 减仓 |
| MLR | MILLER INDS INC TENN COM NEW | $1.97万 | 0.00% | 432 | -280 | -39.3% | -$1.28万 | 减仓 |
| AIP | ARTERIS INC COM | $1.96万 | 0.00% | 1,193 | 159 | 15.4% | $2,614 | 加仓 |
| FROG | JFROG LTD ORD SHS | $1.95万 | 0.00% | 415 | 85 | 25.8% | $3,989 | 加仓 |
| ADNT | ADIENT PLC ORD SHS | $1.94万 | 0.00% | 962 | -52 | -5.1% | -$1,051 | 减仓 |
| CGON | CG ONCOLOGY INC COM | $1.94万 | 0.00% | 287 | 14 | 5.1% | $948 | 加仓 |
| RES | RPC INC COM | $1.94万 | 0.00% | 2,737 | -272 | -9.0% | -$1,926 | 减仓 |
| MEOH | METHANEX CORP COM | $1.94万 | 0.00% | 325 | 155 | 91.2% | $9,229 | 加仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $1.93万 | 0.00% | 1,254 | 272 | 27.7% | $4,194 | 加仓 |
| TEO | TELECOM ARGENTINA SA SPON ADR REP B | $1.93万 | 0.00% | 1,652 | 686 | 71.0% | $8,019 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC COM | $1.93万 | 0.00% | 5,392 | 2,581 | 91.8% | $9,240 | 加仓 |
| PGNY | PROGYNY INC COM | $1.93万 | 0.00% | 1,135 | 734 | 183.0% | $1.25万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR COM | $1.92万 | 0.00% | 1,523 | 554 | 57.2% | $6,997 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.92万 | 0.00% | 237 | -56 | -19.1% | -$4,540 | 减仓 |
| SYNA | SYNAPTICS INC COM | $1.92万 | 0.00% | 274 | 52 | 23.4% | $3,642 | 加仓 |
| SID | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | $1.92万 | 0.00% | 15,450 | 14,502 | 1,529.7% | $1.80万 | 加仓 |
| AMTB | AMERANT BANCORP INC CL A | $1.91万 | 0.00% | 867 | 523 | 152.0% | $1.15万 | 加仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $1.91万 | 0.00% | 968 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $1.91万 | 0.00% | 93 | 5 | 5.7% | $1,026 | 加仓 |
| — | ORLA MNG LTD NEW COM | $1.91万 | 0.00% | 1,181 | 1,102 | 1,394.9% | $1.78万 | 加仓 |
| LNN | LINDSAY CORP COM | $1.88万 | 0.00% | 158 | 95 | 150.8% | $1.13万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC COM | $1.88万 | 0.00% | 457 | -56 | -10.9% | -$2,304 | 减仓 |
| RUSHB | RUSH ENTERPRISES INC CL B | $1.88万 | 0.00% | 292 | 9 | 3.2% | $579 | 加仓 |
| MATW | MATTHEWS INTL CORP CL A | $1.87万 | 0.00% | 726 | 50 | 7.4% | $1,291 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $1.87万 | 0.00% | 443 | -305 | -40.8% | -$1.29万 | 减仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $1.87万 | 0.00% | 1,147 | 522 | 83.5% | $8,514 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $1.87万 | 0.00% | 2,563 | 583 | 29.4% | $4,245 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $1.87万 | 0.00% | 224 | -53 | -19.1% | -$4,414 | 减仓 |
| UUUU | ENERGY FUELS INC COM NEW | $1.86万 | 0.00% | 1,019 | 236 | 30.1% | $4,307 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $1.86万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC COM | $1.85万 | 0.00% | 442 | -17 | -3.7% | -$713 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY COM | $1.85万 | 0.00% | 388 | -494 | -56.0% | -$2.36万 | 减仓 |
| HBCP | HOMEBANCORP INC COM | $1.85万 | 0.00% | 306 | 86 | 39.1% | $5,210 | 加仓 |
| — | CARNIVAL PLC ADS | $1.85万 | 0.00% | 719 | -261 | -26.6% | -$6,726 | 减仓 |
| ARVN | ARVINAS INC COM | $1.85万 | 0.00% | 1,748 | 90 | 5.4% | $954 | 加仓 |
| YELP | YELP INC CL A | $1.85万 | 0.00% | 747 | 388 | 108.1% | $9,599 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1.85万 | 0.00% | 2,107 | 319 | 17.8% | $2,798 | 加仓 |
| NUVB | NUVATION BIO INC COM CL A | $1.85万 | 0.00% | 4,301 | 312 | 7.8% | $1,338 | 加仓 |
| PRGO | PERRIGO CO PLC SHS | $1.84万 | 0.00% | 1,715 | -173 | -9.2% | -$1,858 | 减仓 |
| JBTM | JBT MAREL CORPORATION COM | $1.84万 | 0.00% | 144 | 26 | 22.0% | $3,325 | 加仓 |
| SUZ | SUZANO S A SPON ADS | $1.83万 | 0.00% | 1,833 | 385 | 26.6% | $3,854 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $1.83万 | 0.00% | 890 | 321 | 56.4% | $6,603 | 加仓 |
| NRC | NRC HEALTH COM NEW | $1.83万 | 0.00% | 1,078 | -19 | -1.7% | -$323 | 减仓 |
| BANF | BANCFIRST CORP COM | $1.83万 | 0.00% | 169 | -325 | -65.8% | -$3.52万 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC COMMON STOCK | $1.83万 | 0.00% | 3,703 | 210 | 6.0% | $1,037 | 加仓 |
| ONT | ONTERRIS INC COM | $1.82万 | 0.00% | 833 | -32 | -3.7% | -$700 | 减仓 |
| TEM | TEMPUS AI INC CL A | $1.82万 | 0.00% | 403 | -317 | -44.0% | -$1.43万 | 减仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $1.82万 | 0.00% | 750 | -638 | -46.0% | -$1.55万 | 减仓 |
| — | BEYOND MEAT INC COM | $1.82万 | 0.00% | 25,933 | 25,843 | 28,714.4% | $1.81万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $1.82万 | 0.00% | 727 | 657 | 938.6% | $1.64万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $1.82万 | 0.00% | 229 | 39 | 20.5% | $3,094 | 加仓 |
| MTUS | METALLUS INC COM | $1.82万 | 0.00% | 1,111 | 12 | 1.1% | $196 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND COM | $1.81万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| BMA | BANCO MACRO S A SPON ADR B | $1.81万 | 0.00% | 234 | -195 | -45.5% | -$1.51万 | 减仓 |
| CRVL | CORVEL CORP COM | $1.80万 | 0.00% | 330 | 303 | 1,122.2% | $1.66万 | 加仓 |
| RLX | RLX TECHNOLOGY INC SPONSORED ADS | $1.80万 | 0.00% | 8,196 | 2,608 | 46.7% | $5,738 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.80万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC COM | $1.80万 | 0.00% | 838 | 42 | 5.3% | $901 | 加仓 |
| CABO | CABLE ONE INC COM | $1.80万 | 0.00% | 197 | 107 | 118.9% | $9,759 | 加仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE I COM | $1.79万 | 0.00% | 389 | 379 | 3,790.0% | $1.75万 | 加仓 |
| RDDT | REDDIT INC CL A | $1.79万 | 0.00% | 133 | -594 | -81.7% | -$8.00万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $1.79万 | 0.00% | 1,365 | 34 | 2.6% | $446 | 加仓 |
| BLSH | BULLISH ORD SHS | $1.78万 | 0.00% | 498 | 498 | — | $1.78万 | 新建仓 |
| USPH | U S PHYSICAL THERAPY COM | $1.78万 | 0.00% | 237 | -164 | -40.9% | -$1.23万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1.77万 | 0.00% | 1,905 | 203 | 11.9% | $1,884 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1.77万 | 0.00% | 2,767 | 1,427 | 106.5% | $9,105 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.76万 | 0.00% | 1,179 | -232 | -16.4% | -$3,468 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $1.76万 | 0.00% | 1,893 | 863 | 83.8% | $8,035 | 加仓 |
| SFIX | STITCH FIX INC COM CL A | $1.76万 | 0.00% | 5,312 | 2,596 | 95.6% | $8,593 | 加仓 |
| HZO | MARINEMAX INC COM | $1.76万 | 0.00% | 649 | 84 | 14.9% | $2,273 | 加仓 |
| — | TELIX PHARMACEUTICAL LTD SPONSORED ADS | $1.75万 | 0.00% | 1,832 | 934 | 104.0% | $8,939 | 加仓 |
| HODL | VANECK BITCOIN ETF | $1.75万 | 0.00% | 913 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC COM SHS | $1.75万 | 0.00% | 576 | 57 | 11.0% | $1,730 | 加仓 |
| COCO | VITA COCO CO INC COM | $1.74万 | 0.00% | 364 | -356 | -49.4% | -$1.71万 | 减仓 |
| VG | VENTURE GLOBAL INC COM CL A | $1.74万 | 0.00% | 1,105 | 1,043 | 1,682.3% | $1.64万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $1.74万 | 0.00% | 552 | 1 | 0.2% | $32 | 加仓 |
| APEI | AMERICAN PUB ED INC COM | $1.73万 | 0.00% | 305 | 160 | 110.3% | $9,101 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC COM | $1.73万 | 0.00% | 258 | 96 | 59.3% | $6,454 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $1.73万 | 0.00% | 931 | -276 | -22.9% | -$5,132 | 减仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.73万 | 0.00% | 689 | 451 | 189.5% | $1.13万 | 加仓 |
| — | ALIGHT INC COM CL A | $1.73万 | 0.00% | 29,702 | 25,869 | 674.9% | $1.51万 | 加仓 |
| MFA | MFA FINL INC COM | $1.73万 | 0.00% | 1,804 | -58 | -3.1% | -$556 | 减仓 |
| LAZ | LAZARD INC COM | $1.72万 | 0.00% | 406 | 175 | 75.8% | $7,435 | 加仓 |
| CRI | CARTERS INC COM | $1.72万 | 0.00% | 482 | 81 | 20.2% | $2,897 | 加仓 |
| CSW | CSW INDUSTRIALS INC COM | $1.72万 | 0.00% | 66 | 8 | 13.8% | $2,085 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $1.72万 | 0.00% | 700 | -50 | -6.7% | -$1,228 | 减仓 |