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 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $231.07万 | 0.07% | 65,201 | 8,683 | 15.4% | $30.77万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $229.04万 | 0.07% | 48,576 | -39,032 | -44.6% | -$184.04万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $228.55万 | 0.07% | 46,883 | 3,371 | 7.7% | $16.43万 | 加仓 |
| PSX | PHILLIPS 66 COM | $226.75万 | 0.07% | 12,446 | 3,007 | 31.9% | $54.78万 | 加仓 |
| HAL | HALLIBURTON CO COM | $225.32万 | 0.07% | 57,789 | 10,593 | 22.4% | $41.30万 | 加仓 |
| ESUM | EVENTIDE US MARKET ETF | $223.65万 | 0.07% | 85,428 | 37,127 | 76.9% | $97.20万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $221.34万 | 0.07% | 50,099 | 1,470 | 3.0% | $6.49万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $219.76万 | 0.07% | 43,230 | 5,231 | 13.8% | $26.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $219.37万 | 0.07% | 36,170 | 7,313 | 25.3% | $44.35万 | 加仓 |
| FDX | FEDEX CORP COM | $215.66万 | 0.07% | 6,055 | 903 | 17.5% | $32.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $213.86万 | 0.07% | 10,009 | 1,252 | 14.3% | $26.75万 | 加仓 |
| — | FRANKLIN FTSE EUROPE ETF | $211.43万 | 0.06% | 58,148 | 24,309 | 71.8% | $88.39万 | 加仓 |
| CRM | SALESFORCE INC COM | $209.99万 | 0.06% | 11,249 | 2,056 | 22.4% | $38.38万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $209.11万 | 0.06% | 24,276 | 3,216 | 15.3% | $27.70万 | 加仓 |
| NFLT | VIRTUS NEWFLEET MULTI-SECTOR BOND ETF | $209.04万 | 0.06% | 91,888 | 22,624 | 32.7% | $51.47万 | 加仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $207.56万 | 0.06% | 151,282 | 133,137 | 733.7% | $182.66万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $206.32万 | 0.06% | 9,418 | 3,470 | 58.3% | $76.02万 | 加仓 |
| PEP | PEPSICO INC COM | $205.83万 | 0.06% | 13,254 | 437 | 3.4% | $6.79万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $204.02万 | 0.06% | 66,892 | -6,360 | -8.7% | -$19.40万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $202.15万 | 0.06% | 19,689 | 5,269 | 36.5% | $54.10万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $200.83万 | 0.06% | 6,639 | 715 | 12.1% | $21.63万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $200.59万 | 0.06% | 9,388 | -709 | -7.0% | -$15.15万 | 减仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $197.21万 | 0.06% | 54,720 | -6,796 | -11.0% | -$24.49万 | 减仓 |
| AFL | AFLAC INC COM | $195.63万 | 0.06% | 17,831 | 13,961 | 360.7% | $153.17万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR PUT OPT 12/27 690.0 PUT 看跌期权 | $195.10万 | 0.06% | 3,000 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $188.19万 | 0.06% | 9,603 | 3,647 | 61.2% | $71.47万 | 加仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $187.83万 | 0.06% | 34,697 | -4,234 | -10.9% | -$22.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $187.36万 | 0.06% | 11,331 | 1,876 | 19.8% | $31.02万 | 加仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $184.32万 | 0.06% | 40,493 | 991 | 2.5% | $4.51万 | 加仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $183.40万 | 0.06% | 56,922 | -6,975 | -10.9% | -$22.47万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $183.13万 | 0.06% | 18,209 | 17,938 | 6,619.2% | $180.40万 | 加仓 |
| LKQ | LKQ CORP COM | $181.00万 | 0.06% | 61,629 | 2,800 | 4.8% | $8.22万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $180.90万 | 0.06% | 80,435 | 5,208 | 6.9% | $11.71万 | 加仓 |
| C | CITIGROUP INC COM NEW | $180.17万 | 0.05% | 15,887 | 2,760 | 21.0% | $31.30万 | 加仓 |
| MCD | MCDONALDS CORP COM | $179.59万 | 0.05% | 5,777 | 1,265 | 28.0% | $39.33万 | 加仓 |
| APH | AMPHENOL CORP CL A | $178.71万 | 0.05% | 14,144 | 3,476 | 32.6% | $43.92万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $178.36万 | 0.05% | 78,364 | 4,102 | 5.5% | $9.34万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $177.80万 | 0.05% | 6,909 | 3,293 | 91.1% | $84.75万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $177.47万 | 0.05% | 18,832 | 6,657 | 54.7% | $62.74万 | 加仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $176.88万 | 0.05% | 60,993 | 24,443 | 66.9% | $70.88万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $176.69万 | 0.05% | 34,912 | 26,327 | 306.7% | $133.24万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $176.30万 | 0.05% | 7,036 | 2,055 | 41.3% | $51.49万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $176.13万 | 0.05% | 9,017 | 8,326 | 1,204.9% | $162.63万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $175.99万 | 0.05% | 51,145 | 51,145 | — | $175.99万 | 新建仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $174.15万 | 0.05% | 35,643 | 12,777 | 55.9% | $62.43万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $172.81万 | 0.05% | 29,702 | 2,783 | 10.3% | $16.19万 | 加仓 |
| EOG | EOG RES INC COM | $172.80万 | 0.05% | 11,953 | 4,561 | 61.7% | $65.94万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $171.66万 | 0.05% | 8,249 | 899 | 12.2% | $18.71万 | 加仓 |
| UPRO | PROSHARES ULTRAPRO S&P500 | $170.38万 | 0.05% | 17,568 | 1,982 | 12.7% | $19.22万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $170.23万 | 0.05% | 22,240 | -916 | -4.0% | -$7.01万 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $168.92万 | 0.05% | 7,958 | 2,651 | 50.0% | $56.27万 | 加仓 |
| BC | BRUNSWICK CORP COM | $167.89万 | 0.05% | 23,075 | -50 | -0.2% | -$3,638 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $167.69万 | 0.05% | 17,843 | 1,351 | 8.2% | $12.70万 | 加仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $165.77万 | 0.05% | 8,966 | 1,939 | 27.6% | $35.85万 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $165.20万 | 0.05% | 39,944 | -5,082 | -11.3% | -$21.02万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $164.25万 | 0.05% | 49,221 | 1,247 | 2.6% | $4.16万 | 加仓 |
| UNP | UNION PAC CORP COM | $163.25万 | 0.05% | 6,729 | 961 | 16.7% | $23.31万 | 加仓 |
| GM | GENERAL MTRS CO COM | $162.87万 | 0.05% | 21,862 | 4,246 | 24.1% | $31.63万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $161.25万 | 0.05% | 16,391 | 924 | 6.0% | $9.09万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $160.31万 | 0.05% | 10,629 | -3,635 | -25.5% | -$54.82万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $160.12万 | 0.05% | 10,972 | 12 | 0.1% | $1,751 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $159.99万 | 0.05% | 23,143 | 2,457 | 11.9% | $16.99万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $159.59万 | 0.05% | 62,244 | -3,891 | -5.9% | -$9.98万 | 减仓 |
| EIX | EDISON INTL COM | $159.25万 | 0.05% | 21,761 | 2,259 | 11.6% | $16.53万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $158.79万 | 0.05% | 3,895 | -986 | -20.2% | -$40.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $158.64万 | 0.05% | 6,545 | 1,495 | 29.6% | $36.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $158.46万 | 0.05% | 12,907 | 191 | 1.5% | $2.34万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $157.35万 | 0.05% | 72,646 | 25,145 | 52.9% | $54.46万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $157.17万 | 0.05% | 46,541 | -9,894 | -17.5% | -$33.41万 | 减仓 |
| PCG | PG&E CORP COM | $156.89万 | 0.05% | 89,298 | 13,478 | 17.8% | $23.68万 | 加仓 |
| INTC | INTEL CORP COM | $156.37万 | 0.05% | 35,434 | -8,589 | -19.5% | -$37.90万 | 减仓 |
| SYFI | AB SHORT DURATION HIGH YIELD ETF | $156.14万 | 0.05% | 43,960 | -1,894 | -4.1% | -$6.73万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $155.74万 | 0.05% | 18,820 | 3,231 | 20.7% | $26.74万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $154.45万 | 0.05% | 21,506 | 5,495 | 34.3% | $39.46万 | 加仓 |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | $153.89万 | 0.05% | 56,495 | 56,495 | — | $153.89万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $152.79万 | 0.05% | 8,809 | 2,545 | 40.6% | $44.14万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $151.38万 | 0.05% | 7,169 | 600 | 9.1% | $12.67万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $151.30万 | 0.05% | 35,551 | -1 | -0.0% | -$43 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $150.79万 | 0.05% | 10,344 | 4,866 | 88.8% | $70.94万 | 加仓 |
| NEM | NEWMONT CORP COM | $150.77万 | 0.05% | 13,928 | 1,631 | 13.3% | $17.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $150.18万 | 0.05% | 5,550 | 120 | 2.2% | $3.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $149.30万 | 0.05% | 11,403 | 2,426 | 27.0% | $31.76万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $148.77万 | 0.05% | 29,882 | 355 | 1.2% | $1.77万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $148.72万 | 0.05% | 17,156 | 436 | 2.6% | $3.78万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $148.27万 | 0.05% | 4,320 | -125 | -2.8% | -$4.29万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $147.93万 | 0.05% | 37,507 | -5,236 | -12.2% | -$20.65万 | 减仓 |
| XLF | Financial Select Sector SPDR ETF | $147.69万 | 0.05% | 29,915 | -1,990 | -6.2% | -$9.82万 | 减仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $147.43万 | 0.04% | 14,826 | -2,912 | -16.4% | -$28.96万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $146.95万 | 0.04% | 10,391 | 2,388 | 29.8% | $33.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $146.51万 | 0.04% | 29,186 | 2,502 | 9.4% | $12.56万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $145.20万 | 0.04% | 1,880 | 517 | 37.9% | $39.93万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $144.95万 | 0.04% | 49,760 | -6,342 | -11.3% | -$18.47万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $143.73万 | 0.04% | 3,448 | 645 | 23.0% | $26.89万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $143.46万 | 0.04% | 5,081 | 1,844 | 57.0% | $52.07万 | 加仓 |
| — | SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT 看跌期权 | $143.07万 | 0.04% | 2,200 | 2,200 | — | $143.07万 | 新建仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $142.08万 | 0.04% | 35,546 | 2,254 | 6.8% | $9.01万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $140.57万 | 0.04% | 27,934 | 3,084 | 12.4% | $15.52万 | 加仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $140.45万 | 0.04% | 53,443 | -18,655 | -25.9% | -$49.03万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $140.21万 | 0.04% | 6,102 | 829 | 15.7% | $19.05万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $139.28万 | 0.04% | 39,211 | 13,216 | 50.8% | $46.94万 | 加仓 |