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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $1.71万 | 0.00% | 667 | -1,562 | -70.1% | -$4.01万 | 减仓 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $1.71万 | 0.00% | 995 | -41 | -4.0% | -$703 | 减仓 |
| HELE | HELEN OF TROY LTD COM | $1.70万 | 0.00% | 1,182 | 1,052 | 809.2% | $1.52万 | 加仓 |
| — | GLADSTONE INVT CORP COM | $1.70万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $1.70万 | 0.00% | 4,205 | -285 | -6.3% | -$1,154 | 减仓 |
| SEB | SEABOARD CORP DEL COM | $1.70万 | 0.00% | 3 | -2 | -40.0% | -$1.13万 | 减仓 |
| CASS | CASS INFORMATION SYS INC COM | $1.69万 | 0.00% | 385 | 78 | 25.4% | $3,434 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC COM | $1.69万 | 0.00% | 279 | 1 | 0.4% | $61 | 加仓 |
| — | ENHABIT INC COM | $1.69万 | 0.00% | 1,202 | 33 | 2.8% | $465 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $1.69万 | 0.00% | 1,953 | 0 | 0.0% | — | 不变 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $1.69万 | 0.00% | 226 | -351 | -60.8% | -$2.63万 | 减仓 |
| KEN | KENON HLDGS LTD SHS | $1.69万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC COM | $1.69万 | 0.00% | 438 | 312 | 247.6% | $1.20万 | 加仓 |
| PLMR | PALOMAR HLDGS INC COM | $1.69万 | 0.00% | 141 | 27 | 23.7% | $3,227 | 加仓 |
| — | WHITESTONE REIT COM | $1.68万 | 0.00% | 1,042 | -29 | -2.7% | -$468 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $1.68万 | 0.00% | 1,490 | 1,436 | 2,659.3% | $1.62万 | 重新持有 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $1.67万 | 0.00% | 1,539 | -110 | -6.7% | -$1,197 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC COM | $1.67万 | 0.00% | 392 | -34 | -8.0% | -$1,450 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.67万 | 0.00% | 322 | 76 | 30.9% | $3,940 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC COM | $1.67万 | 0.00% | 264 | -17 | -6.0% | -$1,073 | 减仓 |
| VUSE | VIDENT U.S. EQUITY STRATEGY ETF | $1.66万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $1.66万 | 0.00% | 1,232 | 105 | 9.3% | $1,418 | 加仓 |
| WKC | WORLD KINECT CORPORATION COM | $1.66万 | 0.00% | 721 | -107 | -12.9% | -$2,468 | 减仓 |
| NTST | NETSTREIT CORP COM | $1.66万 | 0.00% | 883 | 109 | 14.1% | $2,052 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1.66万 | 0.00% | 210 | 105 | 100.0% | $8,284 | 加仓 |
| MTN | VAIL RESORTS INC COM | $1.66万 | 0.00% | 129 | 35 | 37.2% | $4,492 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | $1.65万 | 0.00% | 496 | -57 | -10.3% | -$1,898 | 减仓 |
| TRTX | TPG RE FIN TR INC COM | $1.64万 | 0.00% | 2,104 | 157 | 8.1% | $1,226 | 加仓 |
| — | INSIGHT MOLECULAR DIA INC COM NEW | $1.64万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $1.64万 | 0.00% | 940 | 268 | 39.9% | $4,674 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $1.63万 | 0.00% | 1,294 | 146 | 12.7% | $1,844 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1.63万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $1.63万 | 0.00% | 319 | 187 | 141.7% | $9,546 | 加仓 |
| AGL | AGILON HEALTH INC COM NEW | $1.63万 | 0.00% | 2,057 | 2,057 | — | $1.63万 | 新建仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $1.62万 | 0.00% | 372 | 186 | 100.0% | $8,113 | 加仓 |
| GPRK | GEOPARK LTD USD SHS | $1.61万 | 0.00% | 1,698 | 849 | 100.0% | $8,066 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $1.61万 | 0.00% | 50 | 25 | 100.0% | $8,055 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN FD COM | $1.61万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.61万 | 0.00% | 494 | 267 | 117.6% | $8,689 | 加仓 |
| PJT | PJT PARTNERS INC COM CL A | $1.61万 | 0.00% | 115 | 21 | 22.3% | $2,934 | 加仓 |
| TG | TREDEGAR CORP COM | $1.61万 | 0.00% | 2,020 | -348 | -14.7% | -$2,767 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC COM CL A | $1.60万 | 0.00% | 2,437 | -171 | -6.6% | -$1,123 | 减仓 |
| PZZA | PAPA JOHNS INTL INC COM | $1.60万 | 0.00% | 494 | 281 | 131.9% | $9,100 | 加仓 |
| CNOB | CONNECTONE BANCORP INC COM | $1.60万 | 0.00% | 596 | 192 | 47.5% | $5,140 | 加仓 |
| APPF | APPFOLIO INC COM CL A | $1.59万 | 0.00% | 101 | -10 | -9.0% | -$1,578 | 减仓 |
| FOR | FORESTAR GROUP INC COM | $1.59万 | 0.00% | 652 | 58 | 9.8% | $1,418 | 加仓 |
| MARA | MARA HOLDINGS INC COM | $1.59万 | 0.00% | 1,945 | 1,235 | 173.9% | $1.01万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1.59万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NBTX | NANOBIOTIX SPONSORED ADS | $1.59万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC COM | $1.58万 | 0.00% | 554 | 4 | 0.7% | $114 | 加仓 |
| BNTX | BIONTECH SE SPONSORED ADS | $1.57万 | 0.00% | 177 | 142 | 405.7% | $1.26万 | 加仓 |
| WLDN | WILLDAN GROUP INC COM | $1.57万 | 0.00% | 205 | -49 | -19.3% | -$3,752 | 减仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $1.57万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC COM | $1.57万 | 0.00% | 234 | 85 | 57.0% | $5,696 | 加仓 |
| ATHM | AUTOHOME INC SP ADS RP CL A | $1.56万 | 0.00% | 901 | 621 | 221.8% | $1.08万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC COM | $1.56万 | 0.00% | 1,099 | -181 | -14.1% | -$2,572 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $1.56万 | 0.00% | 661 | -600 | -47.6% | -$1.41万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $1.55万 | 0.00% | 1,044 | 269 | 34.7% | $4,006 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $1.55万 | 0.00% | 6,371 | 2,652 | 71.3% | $6,471 | 加仓 |
| AEHR | AEHR TEST SYS COM | $1.55万 | 0.00% | 417 | 107 | 34.5% | $3,968 | 加仓 |
| RNST | RENASANT CORP COM | $1.54万 | 0.00% | 427 | -57 | -11.8% | -$2,059 | 减仓 |
| BCAL | CALIFORNIA BANCORP COM | $1.54万 | 0.00% | 870 | 47 | 5.7% | $833 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD COM CL A | $1.54万 | 0.00% | 1,537 | 840 | 120.5% | $8,416 | 加仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1.54万 | 0.00% | 353 | -148 | -29.5% | -$6,449 | 减仓 |
| CCBG | CAPITAL CITY BANK COM | $1.53万 | 0.00% | 353 | 7 | 2.0% | $304 | 加仓 |
| RGNX | REGENXBIO INC COM | $1.53万 | 0.00% | 1,829 | -676 | -27.0% | -$5,665 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $1.53万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $1.53万 | 0.00% | 575 | 50 | 9.5% | $1,331 | 加仓 |
| UA | UNDER ARMOUR INC CL C | $1.53万 | 0.00% | 2,643 | 1,962 | 288.1% | $1.14万 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC COM | $1.53万 | 0.00% | 746 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW COM NEW | $1.53万 | 0.00% | 482 | 218 | 82.6% | $6,914 | 加仓 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $1.53万 | 0.00% | 2,422 | 1,112 | 84.9% | $7,007 | 加仓 |
| EGHT | 8X8 INC NEW COM | $1.52万 | 0.00% | 9,160 | 1,598 | 21.1% | $2,653 | 加仓 |
| TPB | TURNING PT BRANDS INC COM | $1.52万 | 0.00% | 175 | -13 | -6.9% | -$1,128 | 减仓 |
| LEN/B | LENNAR CORP CL B | $1.52万 | 0.00% | 180 | 2 | 1.1% | $169 | 加仓 |
| — | NIU TECHNOLOGIES ADS | $1.51万 | 0.00% | 5,236 | 1,995 | 61.6% | $5,765 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $1.51万 | 0.00% | 64 | 32 | 100.0% | $7,563 | 加仓 |
| SONO | SONOS INC COM | $1.51万 | 0.00% | 1,128 | -359 | -24.1% | -$4,810 | 减仓 |
| CYRX | CRYOPORT INC COM PAR $0.001 | $1.51万 | 0.00% | 1,825 | 125 | 7.4% | $1,035 | 加仓 |
| MGRC | MCGRATH RENTCORP COM | $1.50万 | 0.00% | 136 | -5 | -3.5% | -$551 | 减仓 |
| RNG | RINGCENTRAL INC CL A | $1.50万 | 0.00% | 402 | -610 | -60.3% | -$2.27万 | 减仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $1.49万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC COM | $1.49万 | 0.00% | 198 | -56 | -22.0% | -$4,214 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $1.49万 | 0.00% | 272 | 4 | 1.5% | $219 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $1.49万 | 0.00% | 441 | 393 | 818.8% | $1.33万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $1.48万 | 0.00% | 100 | -55 | -35.5% | -$8,165 | 减仓 |
| — | PGIM S&P 500 BUFFER 12 ETF - FEBRUARY | $1.48万 | 0.00% | 473 | -25 | -5.0% | -$782 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC COM | $1.48万 | 0.00% | 698 | 8 | 1.2% | $169 | 加仓 |
| GTN | GRAY MEDIA INC COM | $1.48万 | 0.00% | 3,405 | 173 | 5.4% | $751 | 加仓 |
| ADAM | ADAMAS TRUST INC. COM | $1.47万 | 0.00% | 2,001 | -100 | -4.8% | -$736 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC COM | $1.47万 | 0.00% | 1,302 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC COM | $1.47万 | 0.00% | 1,018 | 293 | 40.4% | $4,236 | 加仓 |
| TWI | TITAN INTL INC ILL COM | $1.47万 | 0.00% | 2,130 | 117 | 5.8% | $808 | 加仓 |
| — | ELME COMMUNITIES SH BEN INT | $1.47万 | 0.00% | 7,313 | 5,285 | 260.6% | $1.06万 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.47万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM | $1.47万 | 0.00% | 1,328 | -412 | -23.7% | -$4,552 | 减仓 |
| BLKB | BLACKBAUD INC COM | $1.47万 | 0.00% | 380 | -235 | -38.2% | -$9,073 | 减仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $1.47万 | 0.00% | 2,327 | -276 | -10.6% | -$1,739 | 减仓 |
| — | COLUMBIA FINL INC COM | $1.47万 | 0.00% | 837 | 659 | 370.2% | $1.15万 | 加仓 |