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 |
|---|---|---|---|---|---|---|---|---|
| ACDC | PROFRAC HLDG CORP CLASS A COM | $1.23万 | 0.00% | 1,989 | 377 | 23.4% | $2,338 | 加仓 |
| OMDA | OMADA HEALTH INC COM | $1.23万 | 0.00% | 981 | 981 | — | $1.23万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $1.23万 | 0.00% | 861 | -678 | -44.1% | -$9,687 | 减仓 |
| SLG | SL GREEN RLTY CORP COM | $1.23万 | 0.00% | 333 | -174 | -34.3% | -$6,428 | 减仓 |
| BUYW | MAIN BUYWRITE ETF | $1.23万 | 0.00% | 870 | 425 | 95.5% | $5,984 | 加仓 |
| ROG | ROGERS CORP COM | $1.22万 | 0.00% | 114 | -15 | -11.6% | -$1,610 | 减仓 |
| OBT | ORANGE CNTY BANCORP INC COM | $1.22万 | 0.00% | 382 | 8 | 2.1% | $256 | 加仓 |
| EC | ECOPETROL S A SPONSORED ADS | $1.22万 | 0.00% | 814 | -920 | -53.1% | -$1.38万 | 减仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $1.22万 | 0.00% | 1,046 | -138 | -11.7% | -$1,606 | 减仓 |
| CRSR | CORSAIR GAMING INC COM | $1.22万 | 0.00% | 2,191 | 1,797 | 456.1% | $9,973 | 加仓 |
| FSBW | FS BANCORP INC COM | $1.21万 | 0.00% | 314 | 1 | 0.3% | $39 | 加仓 |
| LADR | LADDER CAP CORP CL A | $1.21万 | 0.00% | 1,240 | -299 | -19.4% | -$2,921 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $1.21万 | 0.00% | 311 | 181 | 139.2% | $7,045 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $1.21万 | 0.00% | 261 | 85 | 48.3% | $3,941 | 加仓 |
| URBN | URBAN OUTFITTERS INC COM | $1.21万 | 0.00% | 191 | -24 | -11.2% | -$1,520 | 减仓 |
| CNNE | CANNAE HLDGS INC COM | $1.21万 | 0.00% | 1,062 | 442 | 71.3% | $5,026 | 加仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $1.21万 | 0.00% | 3,061 | 1,889 | 161.2% | $7,444 | 加仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1.21万 | 0.00% | 249 | 141 | 130.6% | $6,826 | 加仓 |
| APPN | APPIAN CORP CL A | $1.21万 | 0.00% | 500 | -643 | -56.3% | -$1.55万 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $1.20万 | 0.00% | 5,313 | 3,135 | 143.9% | $7,085 | 加仓 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.20万 | 0.00% | 579 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $1.19万 | 0.00% | 162 | 26 | 19.1% | $1,916 | 加仓 |
| BGS | B & G FOODS INC COM | $1.19万 | 0.00% | 2,476 | -153 | -5.8% | -$736 | 减仓 |
| IMVT | IMMUNOVANT INC COM | $1.19万 | 0.00% | 479 | 192 | 66.9% | $4,769 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.19万 | 0.00% | 1,407 | 148 | 11.8% | $1,250 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $1.18万 | 0.00% | 422 | -330 | -43.9% | -$9,242 | 减仓 |
| PUMP | PROPETRO HLDG CORP COM | $1.18万 | 0.00% | 819 | 20 | 2.5% | $288 | 加仓 |
| RIOT | RIOT PLATFORMS INC COM | $1.18万 | 0.00% | 952 | 401 | 72.8% | $4,957 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1.17万 | 0.00% | 36 | -5 | -12.2% | -$1,631 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED ORD SHS | $1.17万 | 0.00% | 1,087 | -661 | -37.8% | -$7,138 | 减仓 |
| MAX | MEDIAALPHA INC CL A | $1.17万 | 0.00% | 1,261 | -784 | -38.3% | -$7,291 | 减仓 |
| UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | CEMENTOS PACASMAYO S A A SPONSORED ADR | $1.16万 | 0.00% | 1,163 | -858 | -42.5% | -$8,580 | 减仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $1.16万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $1.16万 | 0.00% | 916 | 22 | 2.5% | $279 | 加仓 |
| NEWT | NEWTEKONE INC COM NEW | $1.16万 | 0.00% | 1,057 | -6 | -0.6% | -$66 | 减仓 |
| OKLO | OKLO INC COM CL A | $1.16万 | 0.00% | 233 | -361 | -60.8% | -$1.79万 | 减仓 |
| CSR | CENTERSPACE COM | $1.15万 | 0.00% | 201 | -15 | -6.9% | -$862 | 减仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $1.15万 | 0.00% | 153 | 86 | 128.4% | $6,488 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1.15万 | 0.00% | 138 | -3 | -2.1% | -$251 | 减仓 |
| BBNX | BETA BIONICS INC COM | $1.15万 | 0.00% | 1,151 | -1,352 | -54.0% | -$1.35万 | 减仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $1.15万 | 0.00% | 92 | -195 | -67.9% | -$2.43万 | 减仓 |
| EBF | ENNIS INC COM | $1.15万 | 0.00% | 536 | 23 | 4.5% | $493 | 加仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $1.14万 | 0.00% | 302 | 5 | 1.7% | $189 | 加仓 |
| — | FIDELITY D & D BANCORP INC COM | $1.14万 | 0.00% | 263 | 5 | 1.9% | $216 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC COM | $1.13万 | 0.00% | 163 | 62 | 61.4% | $4,303 | 加仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1.13万 | 0.00% | 77 | -29 | -27.4% | -$4,245 | 减仓 |
| CARE | CARTER BANKSHARES INC COM NEW | $1.12万 | 0.00% | 482 | -31 | -6.0% | -$723 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP COM | $1.12万 | 0.00% | 482 | 230 | 91.3% | $5,362 | 加仓 |
| ICFI | ICF INTL INC COM | $1.12万 | 0.00% | 172 | -120 | -41.1% | -$7,835 | 减仓 |
| ODD | ODDITY TECH LTD SHS CL A | $1.12万 | 0.00% | 837 | 603 | 257.7% | $8,069 | 加仓 |
| FOUR | SHIFT4 PMTS INC CL A | $1.12万 | 0.00% | 256 | 154 | 151.0% | $6,734 | 加仓 |
| CRAI | CRA INTL INC COM | $1.12万 | 0.00% | 69 | -17 | -19.8% | -$2,752 | 减仓 |
| EVER | EVERQUOTE INC COM CL A | $1.12万 | 0.00% | 724 | -82 | -10.2% | -$1,264 | 减仓 |
| HOG | HARLEY DAVIDSON INC COM | $1.12万 | 0.00% | 552 | 383 | 226.6% | $7,744 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $1.11万 | 0.00% | 975 | 369 | 60.9% | $4,212 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP COM | $1.11万 | 0.00% | 316 | 89 | 39.2% | $3,134 | 加仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $1.11万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC COM | $1.11万 | 0.00% | 2,052 | 1,949 | 1,892.2% | $1.05万 | 加仓 |
| USO | UNITED STATES OIL FUND LP | $1.11万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC COM | $1.11万 | 0.00% | 447 | 192 | 75.3% | $4,754 | 加仓 |
| KOS | KOSMOS ENERGY LTD COM | $1.11万 | 0.00% | 3,980 | 1,298 | 48.4% | $3,608 | 重新持有 |
| GRND | GRINDR INC COM | $1.10万 | 0.00% | 912 | 536 | 142.6% | $6,480 | 加仓 |
| HRI | HERC HLDGS INC COM | $1.10万 | 0.00% | 110 | -48 | -30.4% | -$4,779 | 减仓 |
| CRNC | CERENCE INC COM | $1.09万 | 0.00% | 1,733 | 1,584 | 1,063.1% | $9,995 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $1.09万 | 0.00% | 2,370 | -9,727 | -80.4% | -$4.48万 | 减仓 |
| — | COSAN S A ADS | $1.09万 | 0.00% | 2,651 | 970 | 57.7% | $3,997 | 加仓 |
| OFIX | ORTHOFIX MED INC COM | $1.09万 | 0.00% | 952 | -123 | -11.4% | -$1,411 | 减仓 |
| ITIC | INVESTORS TITLE CO NC COM | $1.09万 | 0.00% | 50 | -1 | -2.0% | -$217 | 减仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $1.08万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORP COM | $1.08万 | 0.00% | 664 | -188 | -22.1% | -$3,063 | 减仓 |
| EZPW | EZCORP INC CL A NON VTG | $1.08万 | 0.00% | 425 | 304 | 251.2% | $7,715 | 加仓 |
| CLB | CORE LABORATORIES INC COM | $1.08万 | 0.00% | 642 | -251 | -28.1% | -$4,214 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $1.08万 | 0.00% | 1,560 | 516 | 49.4% | $3,565 | 加仓 |
| — | GOLDEN ENTMT INC COM | $1.08万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| — | UDEMY INC COM | $1.08万 | 0.00% | 2,328 | 2,024 | 665.8% | $9,351 | 加仓 |
| QLD | PROSHARES ULTRA QQQ | $1.08万 | 0.00% | 176 | 24 | 15.8% | $1,466 | 加仓 |
| URGN | UROGEN PHARMA LTD COM | $1.07万 | 0.00% | 596 | 12 | 2.1% | $216 | 加仓 |
| FIGS | FIGS INC CL A | $1.07万 | 0.00% | 723 | 19 | 2.7% | $281 | 加仓 |
| — | ACV AUCTIONS INC COM CL A | $1.07万 | 0.00% | 2,517 | 89 | 3.7% | $377 | 加仓 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $1.07万 | 0.00% | 384 | -7,479 | -95.1% | -$20.78万 | 减仓 |
| CTRN | CITI TRENDS INC COM | $1.06万 | 0.00% | 245 | 68 | 38.4% | $2,946 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $1.06万 | 0.00% | 105 | 105 | — | $1.06万 | 新建仓 |
| — | INVESCO PA VALUE MUN INC TR COM | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $1.05万 | 0.00% | 511 | 497 | 3,550.0% | $1.03万 | 加仓 |
| CERS | CERUS CORP COM | $1.05万 | 0.00% | 5,788 | 499 | 9.4% | $908 | 加仓 |
| WTBA | WEST BANCORPORATION INC CAP STK | $1.05万 | 0.00% | 442 | 14 | 3.3% | $333 | 加仓 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $1.05万 | 0.00% | 1,322 | -278 | -17.4% | -$2,207 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $1.05万 | 0.00% | 591 | 321 | 118.9% | $5,698 | 加仓 |
| HTFL | HEARTFLOW INC COM | $1.05万 | 0.00% | 431 | 431 | — | $1.05万 | 新建仓 |
| — | EUROPEAN WAX CTR INC CLASS A COM | $1.05万 | 0.00% | 1,809 | 451 | 33.2% | $2,607 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $1.04万 | 0.00% | 455 | -230 | -33.6% | -$5,278 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $1.04万 | 0.00% | 460 | 96 | 26.4% | $2,170 | 加仓 |
| ALX | ALEXANDERS INC COM | $1.04万 | 0.00% | 44 | -3 | -6.4% | -$709 | 减仓 |
| MLAB | MESA LABS INC COM | $1.03万 | 0.00% | 117 | 93 | 387.5% | $8,223 | 加仓 |
| VSTS | VESTIS CORPORATION COM SHS | $1.03万 | 0.00% | 1,314 | 469 | 55.5% | $3,686 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $1.03万 | 0.00% | 116 | -79 | -40.5% | -$7,031 | 减仓 |
| — | UNITI GROUP LLC COM SHS | $1.03万 | 0.00% | 1,096 | 385 | 54.1% | $3,611 | 加仓 |
| ABR | ARBOR REALTY TRUST INC COM | $1.03万 | 0.00% | 1,332 | 882 | 196.0% | $6,798 | 加仓 |
| — | RED ROBIN GOURMET BURGERS INC COM | $1.03万 | 0.00% | 3,500 | 3,000 | 600.0% | $8,790 | 加仓 |