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 |
|---|---|---|---|---|---|---|---|---|
| RMR | RMR GROUP INC CL A | $1.02万 | 0.00% | 662 | -21 | -3.1% | -$325 | 减仓 |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $1.02万 | 0.00% | 1,743 | -562 | -24.4% | -$3,299 | 减仓 |
| APOG | APOGEE ENTERPRISES INC COM | $1.02万 | 0.00% | 305 | 39 | 14.7% | $1,308 | 加仓 |
| WING | WINGSTOP INC COM | $1.02万 | 0.00% | 66 | 27 | 69.2% | $4,185 | 加仓 |
| ALG | ALAMO GROUP INC COM | $1.02万 | 0.00% | 62 | 9 | 17.0% | $1,485 | 加仓 |
| — | VANECK ISRAEL ETF | $1.02万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $1.02万 | 0.00% | 577 | -127 | -18.0% | -$2,248 | 减仓 |
| AUGO | AURA MINERALS INC SHS NEW | $1.02万 | 0.00% | 125 | 19 | 17.9% | $1,551 | 加仓 |
| LTC | LTC PPTYS INC COM | $1.02万 | 0.00% | 274 | 16 | 6.2% | $595 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $1.02万 | 0.00% | 282 | -61 | -17.8% | -$2,202 | 减仓 |
| RXO | RXO INC COMMON STOCK | $1.02万 | 0.00% | 696 | 325 | 87.6% | $4,750 | 加仓 |
| ENPH | ENPHASE ENERGY INC COM | $1.02万 | 0.00% | 269 | 72 | 36.5% | $2,723 | 加仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $1.02万 | 0.00% | 2,368 | 1,268 | 115.3% | $5,439 | 加仓 |
| VITL | VITAL FARMS INC COM | $1.02万 | 0.00% | 719 | 270 | 60.1% | $3,812 | 加仓 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $1.01万 | 0.00% | 372 | 372 | — | $1.01万 | 新建仓 |
| TNC | TENNANT CO COM | $1.01万 | 0.00% | 152 | 56 | 58.3% | $3,718 | 加仓 |
| — | SOLENO THERAPEUTICS INC COM | $1.01万 | 0.00% | 301 | 192 | 176.1% | $6,428 | 加仓 |
| AI | C3 AI INC CL A | $1.01万 | 0.00% | 1,195 | 909 | 317.8% | $7,654 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $1.00万 | 0.00% | 558 | 239 | 74.9% | $4,302 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC ORD | $1.00万 | 0.00% | 303 | 9 | 3.1% | $298 | 加仓 |
| LMND | LEMONADE INC COM | $1.00万 | 0.00% | 160 | 24 | 17.6% | $1,504 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $9,975 | 0.00% | 292 | 32 | 12.3% | $1,093 | 加仓 |
| — | BRASILAGRO COMPANHIA BRASILEIR SPONSORED ADR | $9,936 | 0.00% | 2,349 | -1,821 | -43.7% | -$7,703 | 减仓 |
| BFS | SAUL CTRS INC COM | $9,905 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| WNC | WABASH NATL CORP COM | $9,896 | 0.00% | 1,148 | -38 | -3.2% | -$328 | 减仓 |
| AMPL | AMPLITUDE INC COM CL A | $9,876 | 0.00% | 1,448 | -491 | -25.3% | -$3,349 | 减仓 |
| COHU | COHU INC COM | $9,860 | 0.00% | 322 | -153 | -32.2% | -$4,685 | 减仓 |
| LZ | LEGALZOOM COM INC COM | $9,842 | 0.00% | 1,736 | -3,443 | -66.5% | -$1.95万 | 减仓 |
| ARCB | ARCBEST CORP COM | $9,835 | 0.00% | 100 | -27 | -21.3% | -$2,655 | 减仓 |
| GOLD | GOLD COM INC COM | $9,820 | 0.00% | 245 | 37 | 17.8% | $1,483 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $9,775 | 0.00% | 261 | -51 | -16.3% | -$1,910 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $9,748 | 0.00% | 3,385 | -17 | -0.5% | -$49 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $9,733 | 0.00% | 553 | 18 | 3.4% | $317 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES INC COM | $9,727 | 0.00% | 1,646 | 1,631 | 10,873.3% | $9,638 | 加仓 |
| — | NICHOLAS CRYPTO INCOME ETF | $9,713 | 0.00% | 750 | 750 | — | $9,713 | 新建仓 |
| — | RE/MAX HLDGS INC CL A | $9,699 | 0.00% | 1,684 | 97 | 6.1% | $559 | 加仓 |
| — | ADAGENE INC ADS | $9,694 | 0.00% | 2,473 | -5 | -0.2% | -$20 | 减仓 |
| ARTNA | ARTESIAN RES CORP CL A | $9,651 | 0.00% | 303 | 32 | 11.8% | $1,019 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $9,594 | 0.00% | 137 | 137 | — | $9,594 | 新建仓 |
| LOB | LIVE OAK BANCSHARES INC COM | $9,590 | 0.00% | 290 | 228 | 367.7% | $7,540 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $9,576 | 0.00% | 1,006 | 442 | 78.4% | $4,207 | 加仓 |
| GCMG | GCM GROSVENOR INC COM CL A | $9,575 | 0.00% | 977 | 343 | 54.1% | $3,362 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC CLASS A ORD | $9,530 | 0.00% | 210 | 1 | 0.5% | $45 | 加仓 |
| — | SEABRIDGE GOLD INC COM | $9,523 | 0.00% | 336 | 239 | 246.4% | $6,774 | 加仓 |
| IBEX | IBEX LTD SHS NEW | $9,494 | 0.00% | 354 | -38 | -9.7% | -$1,019 | 减仓 |
| CURB | CURBLINE PPTYS CORP COM | $9,490 | 0.00% | 368 | 203 | 123.0% | $5,235 | 加仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $9,488 | 0.00% | 203 | 203 | — | $9,488 | 新建仓 |
| FMBH | FIRST MID BANCSHARES INC COM | $9,474 | 0.00% | 230 | 13 | 6.0% | $535 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $9,433 | 0.00% | 602 | -777 | -56.3% | -$1.22万 | 减仓 |
| IIIN | INSTEEL INDS INC COM | $9,411 | 0.00% | 280 | 58 | 26.1% | $1,949 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC COM | $9,395 | 0.00% | 1,620 | -1,198 | -42.5% | -$6,948 | 减仓 |
| — | VIRTUS CONVERTIBLE & INC FD II COM NEW | $9,387 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | EMBOTELLADORA ANDINA S A SPON ADR B | $9,331 | 0.00% | 370 | 57 | 18.2% | $1,437 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW COM | $9,319 | 0.00% | 504 | -20 | -3.8% | -$370 | 减仓 |
| — | PHARMING GROUP NV SPON ADS | $9,268 | 0.00% | 557 | -347 | -38.4% | -$5,774 | 减仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $9,217 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC COM | $9,211 | 0.00% | 188 | 45 | 31.5% | $2,205 | 加仓 |
| ASIX | ADVANSIX INC COM | $9,174 | 0.00% | 376 | 242 | 180.6% | $5,905 | 加仓 |
| BVS | BIOVENTUS INC COM CL A | $9,113 | 0.00% | 998 | 674 | 208.0% | $6,154 | 加仓 |
| MGNI | MAGNITE INC COM | $9,100 | 0.00% | 766 | 382 | 99.5% | $4,538 | 加仓 |
| PRG | PROG HOLDINGS INC COM NPV | $9,094 | 0.00% | 317 | 116 | 57.7% | $3,328 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME FD COM | $9,065 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CENTRAIS ELET BRAS SA SPON ADS PF CL C | $9,053 | 0.00% | 829 | 98 | 13.4% | $1,070 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $9,045 | 0.00% | 2,946 | 141 | 5.0% | $433 | 加仓 |
| — | FIDELITY ENHANCED HIGH YIELD ETF | $9,037 | 0.00% | 186 | 3 | 1.6% | $146 | 加仓 |
| — | ROADZEN INC ORD SHS | $9,012 | 0.00% | 7,510 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $9,003 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | CITIZENS FINL SVCS INC COM | $8,989 | 0.00% | 147 | -62 | -29.7% | -$3,791 | 减仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $8,987 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| VEON | VEON LTD SPONSORED ADS | $8,983 | 0.00% | 194 | 21 | 12.1% | $972 | 加仓 |
| DAO | YOUDAO INC SPONSORED ADS | $8,965 | 0.00% | 912 | -1 | -0.1% | -$10 | 减仓 |
| — | ARCELLX INC COMMON STOCK | $8,954 | 0.00% | 78 | -32 | -29.1% | -$3,673 | 减仓 |
| MQ | MARQETA INC CLASS A COM | $8,939 | 0.00% | 2,191 | 1,507 | 220.3% | $6,148 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $8,926 | 0.00% | 430 | -182 | -29.7% | -$3,778 | 减仓 |
| — | GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF | $8,914 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $8,898 | 0.00% | 694 | 390 | 128.3% | $5,000 | 加仓 |
| RXST | RXSIGHT INC COM | $8,890 | 0.00% | 1,443 | 1,312 | 1,001.5% | $8,083 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $8,880 | 0.00% | 599 | 261 | 77.2% | $3,869 | 加仓 |
| ALRM | ALARM COM HLDGS INC COM | $8,855 | 0.00% | 205 | 15 | 7.9% | $648 | 加仓 |
| SMTC | SEMTECH CORP COM | $8,843 | 0.00% | 115 | 37 | 47.4% | $2,845 | 加仓 |
| INR | INFINITY NAT RES INC COM CL A | $8,839 | 0.00% | 502 | 7 | 1.4% | $123 | 加仓 |
| — | BRAEMAR HOTELS & RESORTS INC COM | $8,835 | 0.00% | 3,744 | 191 | 5.4% | $451 | 加仓 |
| — | ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF | $8,822 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| HQ | HORIZON QUANTUM HOLDINGS LTD CL A ORD SHS | $8,790 | 0.00% | 1,000 | 1,000 | — | $8,790 | 新建仓 |
| MBUU | MALIBU BOATS INC COM CL A | $8,787 | 0.00% | 339 | 2 | 0.6% | $52 | 加仓 |
| HWKN | HAWKINS INC COM | $8,755 | 0.00% | 57 | 29 | 103.6% | $4,454 | 加仓 |
| CHEF | CHEFS WHSE INC COM | $8,740 | 0.00% | 147 | 64 | 77.1% | $3,805 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $8,738 | 0.00% | 664 | 386 | 138.8% | $5,080 | 加仓 |
| CXT | CRANE NXT CO COM | $8,727 | 0.00% | 215 | -94 | -30.4% | -$3,816 | 减仓 |
| — | EDAP TMS S A SPONSORED ADR | $8,668 | 0.00% | 2,330 | 1,930 | 482.5% | $7,180 | 重新持有 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $8,662 | 0.00% | 93 | -3 | -3.1% | -$279 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC COM | $8,651 | 0.00% | 207 | 15 | 7.8% | $627 | 加仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $8,647 | 0.00% | 885 | 395 | 80.6% | $3,859 | 加仓 |
| BKD | BROOKDALE SR LIVING INC COM | $8,645 | 0.00% | 632 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC SHS | $8,633 | 0.00% | 78 | -13 | -14.3% | -$1,439 | 减仓 |
| GDOT | GREEN DOT CORP CL A | $8,617 | 0.00% | 768 | 1 | 0.1% | $11 | 加仓 |
| — | BLOCKCHAIN DIGITAL INFRSTR INC COM | $8,550 | 0.00% | 8,221 | 8,221 | — | $8,550 | 新建仓 |
| NABL | N-ABLE INC COMMON STOCK | $8,546 | 0.00% | 1,830 | -1,265 | -40.9% | -$5,907 | 减仓 |
| VREX | VAREX IMAGING CORP COM | $8,541 | 0.00% | 805 | 79 | 10.9% | $838 | 加仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $8,517 | 0.00% | 137 | 0 | 0.0% | — | 不变 |