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 |
|---|---|---|---|---|---|---|---|---|
| OEC | ORION S.A. COM | $1.46万 | 0.00% | 2,252 | 1,080 | 92.2% | $7,020 | 加仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $1.46万 | 0.00% | 3,537 | 2,362 | 201.0% | $9,730 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $1.46万 | 0.00% | 310 | 284 | 1,092.3% | $1.33万 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $1.46万 | 0.00% | 453 | 446 | 6,371.4% | $1.43万 | 加仓 |
| ORC | ORCHID IS CAP INC COM NEW | $1.45万 | 0.00% | 2,065 | 9 | 0.4% | $63 | 加仓 |
| LKFN | LAKELAND FINL CORP COM | $1.45万 | 0.00% | 253 | -120 | -32.2% | -$6,886 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $1.45万 | 0.00% | 108 | -31 | -22.3% | -$4,165 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $1.45万 | 0.00% | 224 | -30 | -11.8% | -$1,941 | 减仓 |
| NRIM | NORTHRIM BANCORP INC COM | $1.45万 | 0.00% | 633 | 34 | 5.7% | $778 | 加仓 |
| SATL | SATELLOGIC INC COM CL A | $1.45万 | 0.00% | 2,661 | 2,651 | 26,510.0% | $1.44万 | 加仓 |
| PRDO | PERDOCEO ED CORP COM | $1.45万 | 0.00% | 389 | -9 | -2.3% | -$335 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $1.45万 | 0.00% | 608 | -32 | -5.0% | -$762 | 减仓 |
| — | WEAVE COMMUNICATIONS INC COM | $1.44万 | 0.00% | 3,123 | 2,653 | 564.5% | $1.23万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.44万 | 0.00% | 254 | 152 | 149.0% | $8,629 | 加仓 |
| BMRC | BANK OF MARIN BANCORP COM | $1.44万 | 0.00% | 561 | -45 | -7.4% | -$1,153 | 减仓 |
| MEI | METHODE ELECTRS INC COM | $1.44万 | 0.00% | 2,601 | -450 | -14.7% | -$2,484 | 减仓 |
| FINV | FINVOLUTION GROUP SPONSORED ADS | $1.44万 | 0.00% | 2,996 | 1,919 | 178.2% | $9,192 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $1.43万 | 0.00% | 604 | 489 | 425.2% | $1.16万 | 加仓 |
| INTA | INTAPP INC COM | $1.43万 | 0.00% | 556 | 50 | 9.9% | $1,285 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1.43万 | 0.00% | 932 | 141 | 17.8% | $2,157 | 加仓 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $1.43万 | 0.00% | 431 | 21 | 5.1% | $695 | 加仓 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $1.43万 | 0.00% | 1,587 | 1,046 | 193.3% | $9,393 | 加仓 |
| TREE | LENDINGTREE INC COM | $1.42万 | 0.00% | 332 | 89 | 36.6% | $3,816 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1.42万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1.42万 | 0.00% | 681 | -102 | -13.0% | -$2,130 | 减仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $1.42万 | 0.00% | 166 | 83 | 100.0% | $7,099 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $1.42万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | $1.41万 | 0.00% | 85 | 75 | 750.0% | $1.25万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1.41万 | 0.00% | 27 | 22 | 440.0% | $1.15万 | 加仓 |
| TRMD | TORM PLC SHS CL A | $1.41万 | 0.00% | 506 | 181 | 55.7% | $5,050 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC COM SHS | $1.41万 | 0.00% | 628 | -33 | -5.0% | -$742 | 减仓 |
| ALCO | ALICO INC COM | $1.41万 | 0.00% | 342 | 1 | 0.3% | $41 | 加仓 |
| STC | STEWART INFORMATION SVCS CORP COM | $1.41万 | 0.00% | 229 | 2 | 0.9% | $123 | 加仓 |
| WIX | WIX COM LTD SHS | $1.41万 | 0.00% | 156 | 32 | 25.8% | $2,882 | 加仓 |
| TV | GRUPO TELEVISA S A B SPON ADR REP ORD | $1.40万 | 0.00% | 4,810 | -32 | -0.7% | -$93 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $1.40万 | 0.00% | 415 | -80 | -16.2% | -$2,697 | 减仓 |
| — | CLASS WORKSHOP GROUP LTD SPONSORED ADS | $1.40万 | 0.00% | 16,584 | 15,437 | 1,345.9% | $1.30万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP COM | $1.39万 | 0.00% | 772 | 59 | 8.3% | $1,064 | 加仓 |
| AVO | MISSION PRODUCE INC COM | $1.39万 | 0.00% | 1,012 | -14 | -1.4% | -$193 | 减仓 |
| TNET | TRINET GROUP INC COM | $1.38万 | 0.00% | 380 | 145 | 61.7% | $5,282 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $1.38万 | 0.00% | 1,544 | 387 | 33.4% | $3,467 | 加仓 |
| — | THERAVANCE BIOPHARMA INC COM | $1.38万 | 0.00% | 852 | 119 | 16.2% | $1,931 | 加仓 |
| MNTN | MNTN INC CL A | $1.37万 | 0.00% | 1,559 | 1,559 | — | $1.37万 | 新建仓 |
| ZUMZ | ZUMIEZ INC COM | $1.37万 | 0.00% | 619 | 88 | 16.6% | $1,950 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $1.37万 | 0.00% | 340 | -2,091 | -86.0% | -$8.43万 | 减仓 |
| AHRT | AH RLTY TR INC COM | $1.37万 | 0.00% | 2,491 | 700 | 39.1% | $3,850 | 加仓 |
| SEZL | SEZZLE INC COM | $1.37万 | 0.00% | 216 | 179 | 483.8% | $1.13万 | 加仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $1.37万 | 0.00% | 637 | 265 | 71.2% | $5,681 | 加仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $1.36万 | 0.00% | 2,610 | 2,610 | — | $1.36万 | 新建仓 |
| HNI | HNI CORP COM | $1.36万 | 0.00% | 406 | -130 | -24.3% | -$4,341 | 减仓 |
| ATNI | ATN INTL INC COM | $1.36万 | 0.00% | 498 | 16 | 3.3% | $436 | 加仓 |
| MYRG | MYR GROUP INC COM | $1.36万 | 0.00% | 48 | 1 | 2.1% | $282 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $1.35万 | 0.00% | 976 | -1,383 | -58.6% | -$1.92万 | 减仓 |
| VLRS | CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 | $1.35万 | 0.00% | 1,861 | 927 | 99.3% | $6,711 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $1.35万 | 0.00% | 9,620 | 2,896 | 43.1% | $4,054 | 加仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $1.35万 | 0.00% | 74 | -1,670 | -95.8% | -$30.36万 | 减仓 |
| — | NUVEEN REAL ESTATE INCOME FD COM | $1.34万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC COM | $1.34万 | 0.00% | 2,780 | 2,272 | 447.2% | $1.10万 | 加仓 |
| CXM | SPRINKLR INC CL A | $1.34万 | 0.00% | 2,231 | 1,615 | 262.2% | $9,690 | 加仓 |
| WLY | WILEY JOHN & SONS INC CL A | $1.34万 | 0.00% | 351 | 48 | 15.8% | $1,829 | 加仓 |
| — | INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER | $1.33万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| HBT | HBT FINL INC. COM | $1.33万 | 0.00% | 497 | -4 | -0.8% | -$107 | 减仓 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $1.32万 | 0.00% | 362 | -130 | -26.4% | -$4,757 | 减仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1.32万 | 0.00% | 1,753 | 0 | 0.0% | — | 不变 |
| LKFT | GALAPAGOS NV SPON ADR | $1.32万 | 0.00% | 441 | 409 | 1,278.1% | $1.23万 | 加仓 |
| DGICA | DONEGAL GROUP INC CL A | $1.32万 | 0.00% | 768 | -410 | -34.8% | -$7,044 | 减仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $1.32万 | 0.00% | 101 | -25 | -19.8% | -$3,265 | 减仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $1.32万 | 0.00% | 387 | 2 | 0.5% | $68 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $1.31万 | 0.00% | 1,141 | 575 | 101.6% | $6,622 | 加仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $1.31万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC COM CL A | $1.30万 | 0.00% | 2,510 | 2,352 | 1,488.6% | $1.22万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $1.30万 | 0.00% | 2,939 | 800 | 37.4% | $3,536 | 加仓 |
| PVH | PVH CORPORATION COM | $1.30万 | 0.00% | 186 | -23 | -11.0% | -$1,604 | 减仓 |
| GBX | GREENBRIER COS INC COM | $1.30万 | 0.00% | 246 | -25 | -9.2% | -$1,316 | 减仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $1.29万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP COM | $1.29万 | 0.00% | 276 | 60 | 27.8% | $2,815 | 加仓 |
| VC | VISTEON CORP COM NEW | $1.29万 | 0.00% | 142 | 26 | 22.4% | $2,369 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $1.29万 | 0.00% | 1,086 | 508 | 87.9% | $6,045 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.29万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $1.29万 | 0.00% | 207 | -74 | -26.3% | -$4,609 | 减仓 |
| SCSC | SCANSOURCE INC COM | $1.29万 | 0.00% | 355 | -78 | -18.0% | -$2,832 | 减仓 |
| — | AUBURN NATL BANCORP COM | $1.29万 | 0.00% | 540 | 270 | 100.0% | $6,444 | 加仓 |
| CBAN | COLONY BANKCORP INC COM | $1.29万 | 0.00% | 645 | -17 | -2.6% | -$339 | 减仓 |
| OLN | OLIN CORP COM PAR $1 | $1.29万 | 0.00% | 433 | 2 | 0.5% | $59 | 加仓 |
| AVTR | AVANTOR INC COM | $1.29万 | 0.00% | 1,639 | 705 | 75.5% | $5,528 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $1.28万 | 0.00% | 693 | 124 | 21.8% | $2,293 | 加仓 |
| OUST | OUSTER INC COM NEW | $1.28万 | 0.00% | 696 | 75 | 12.1% | $1,378 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $1.27万 | 0.00% | 62 | -68 | -52.3% | -$1.39万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $1.27万 | 0.00% | 1,926 | -294 | -13.2% | -$1,935 | 减仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $1.27万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC CL A | $1.25万 | 0.00% | 554 | -86 | -13.4% | -$1,944 | 减仓 |
| RPAY | REPAY HLDGS CORP COM CL A | $1.25万 | 0.00% | 4,807 | -2,653 | -35.6% | -$6,897 | 减仓 |
| TBBK | BANCORP INC DEL COM | $1.25万 | 0.00% | 232 | 21 | 10.0% | $1,128 | 加仓 |
| — | CALAVO GROWERS INC COM | $1.25万 | 0.00% | 483 | -95 | -16.4% | -$2,450 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $1.24万 | 0.00% | 1,060 | -419 | -28.3% | -$4,915 | 减仓 |
| — | NAVIENT CORPORATION COM | $1.24万 | 0.00% | 1,513 | 219 | 16.9% | $1,791 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $1.24万 | 0.00% | 1,082 | 277 | 34.4% | $3,166 | 加仓 |
| BSRR | SIERRA BANCORP COM | $1.23万 | 0.00% | 364 | 6 | 1.7% | $204 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $1.23万 | 0.00% | 305 | 28 | 10.1% | $1,133 | 加仓 |
| MNRO | MONRO INC COM | $1.23万 | 0.00% | 769 | 191 | 33.0% | $3,063 | 加仓 |