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 |
|---|---|---|---|---|---|---|---|---|
| TWST | TWIST BIOSCIENCE CORP COM | $8,505 | 0.00% | 179 | 120 | 203.4% | $5,702 | 加仓 |
| URNM | SPROTT URANIUM MINERS ETF | $8,462 | 0.00% | 134 | 134 | — | $8,462 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $8,460 | 0.00% | 426 | -30 | -6.6% | -$596 | 减仓 |
| — | EVAXION AS SPONSORED ADS | $8,430 | 0.00% | 2,266 | -441 | -16.3% | -$1,641 | 减仓 |
| MH | MCGRAW HILL INC COM | $8,413 | 0.00% | 614 | 104 | 20.4% | $1,425 | 加仓 |
| RAL | RALLIANT CORP COM | $8,401 | 0.00% | 202 | -38 | -15.8% | -$1,580 | 减仓 |
| NOG | NORTHERN OIL & GAS INC COM | $8,396 | 0.00% | 287 | 81 | 39.3% | $2,370 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $8,388 | 0.00% | 159 | -81 | -33.8% | -$4,273 | 减仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $8,377 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BLCO | BAUSCH PLUS LOMB CORP COMMON SHARES | $8,364 | 0.00% | 526 | 111 | 26.7% | $1,765 | 加仓 |
| INV | INNVENTURE INC COM | $8,364 | 0.00% | 2,139 | 2,139 | — | $8,364 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC COM | $8,354 | 0.00% | 216 | -3 | -1.4% | -$116 | 减仓 |
| RGR | STURM RUGER & CO INC COM | $8,339 | 0.00% | 208 | -79 | -27.5% | -$3,167 | 减仓 |
| — | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $8,320 | 0.00% | 1,000 | 1,000 | — | $8,320 | 新建仓 |
| NBN | NORTHEAST BK PORTLAND ME COM | $8,316 | 0.00% | 74 | -18 | -19.6% | -$2,023 | 减仓 |
| AZTA | AZENTA INC COM | $8,304 | 0.00% | 393 | -119 | -23.2% | -$2,514 | 减仓 |
| VTEX | VTEX SHS CL A | $8,280 | 0.00% | 2,070 | 1,625 | 365.2% | $6,500 | 加仓 |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | $8,232 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $8,229 | 0.00% | 303 | 91 | 42.9% | $2,471 | 加仓 |
| — | SKYWATER TECHNOLOGY INC COM | $8,222 | 0.00% | 300 | 168 | 127.3% | $4,604 | 加仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $8,208 | 0.00% | 281 | 45 | 19.1% | $1,314 | 加仓 |
| VNET | VNET GROUP INC SPONSORED ADS A | $8,180 | 0.00% | 975 | -1,081 | -52.6% | -$9,069 | 减仓 |
| MVBF | MVB FINL CORP COM | $8,144 | 0.00% | 328 | 128 | 64.0% | $3,178 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC COM | $8,144 | 0.00% | 1,962 | 1,684 | 605.8% | $6,990 | 加仓 |
| CNMD | CONMED CORP COM | $8,132 | 0.00% | 230 | -39 | -14.5% | -$1,379 | 减仓 |
| SXC | SUNCOKE ENERGY INC COM | $8,118 | 0.00% | 1,247 | 198 | 18.9% | $1,289 | 加仓 |
| KELYA | KELLY SVCS INC CL A | $8,115 | 0.00% | 917 | -703 | -43.4% | -$6,221 | 减仓 |
| — | BANK FIRST CORPORATION COM | $8,104 | 0.00% | 60 | 12 | 25.0% | $1,621 | 加仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $8,089 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $8,080 | 0.00% | 730 | -552 | -43.1% | -$6,110 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $8,078 | 0.00% | 426 | 287 | 206.5% | $5,442 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $8,047 | 0.00% | 225 | 50 | 28.6% | $1,788 | 加仓 |
| — | IONEER LTD SPONSORED ADS | $8,033 | 0.00% | 1,888 | 1,861 | 6,892.6% | $7,918 | 加仓 |
| WFG | WEST FRASER TIMBER CO LTD COM | $8,030 | 0.00% | 123 | -45 | -26.8% | -$2,938 | 减仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $8,026 | 0.00% | 300 | 68 | 29.3% | $1,819 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $7,988 | 0.00% | 122 | 60 | 96.8% | $3,929 | 加仓 |
| — | NEKTAR THERAPEUTICS COM NEW | $7,987 | 0.00% | 111 | 1 | 0.9% | $72 | 加仓 |
| LGIH | LGI HOMES INC COM | $7,986 | 0.00% | 202 | 66 | 48.5% | $2,609 | 加仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $7,986 | 0.00% | 239 | 164 | 218.7% | $5,480 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC COM | $7,958 | 0.00% | 1,821 | 242 | 15.3% | $1,058 | 加仓 |
| LRGE | CLEARBRIDGE LARGE CAP GROWTH SELECT ETF | $7,896 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $7,892 | 0.00% | 27 | 9 | 50.0% | $2,631 | 加仓 |
| CRON | CRONOS GROUP INC COM | $7,891 | 0.00% | 3,144 | 1,418 | 82.2% | $3,559 | 加仓 |
| WPP | WPP PLC NEW ADR | $7,889 | 0.00% | 507 | -368 | -42.1% | -$5,726 | 减仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $7,875 | 0.00% | 160 | 160 | — | $7,875 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC COM NEW | $7,874 | 0.00% | 259 | 259 | — | $7,874 | 新建仓 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $7,873 | 0.00% | 150 | -25 | -14.3% | -$1,312 | 减仓 |
| PSEC | PROSPECT CAP CORP COM | $7,868 | 0.00% | 3,015 | 2,867 | 1,937.2% | $7,482 | 加仓 |
| IE | IVANHOE ELECTRIC INC COM | $7,861 | 0.00% | 665 | -261 | -28.2% | -$3,085 | 减仓 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $7,856 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $7,845 | 0.00% | 85 | 38 | 80.9% | $3,507 | 加仓 |
| FOSL | FOSSIL GROUP INC COM | $7,827 | 0.00% | 1,816 | 122 | 7.2% | $526 | 加仓 |
| PGEN | PRECIGEN INC COM | $7,796 | 0.00% | 2,015 | -936 | -31.7% | -$3,621 | 减仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $7,786 | 0.00% | 490 | 99 | 25.3% | $1,573 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $7,779 | 0.00% | 96 | 2 | 2.1% | $162 | 加仓 |
| GKOS | GLAUKOS CORP COM | $7,754 | 0.00% | 72 | 7 | 10.8% | $754 | 加仓 |
| WULF | TERAWULF INC COM | $7,748 | 0.00% | 537 | 109 | 25.5% | $1,573 | 加仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $7,735 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PWP | PERELLA WEINBERG PARTNERS CLASS A COM | $7,700 | 0.00% | 424 | -7 | -1.6% | -$127 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $7,686 | 0.00% | 471 | 129 | 37.7% | $2,105 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $7,684 | 0.00% | 213 | -102 | -32.4% | -$3,680 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC COM | $7,680 | 0.00% | 1,706 | 874 | 105.0% | $3,935 | 加仓 |
| HNST | HONEST CO INC COM | $7,649 | 0.00% | 2,602 | 624 | 31.5% | $1,834 | 加仓 |
| CDNA | CAREDX INC COM | $7,639 | 0.00% | 440 | 184 | 71.9% | $3,194 | 加仓 |
| — | TURBO ENERGY S A SPON ADS | $7,639 | 0.00% | 2,861 | 2,250 | 368.2% | $6,008 | 重新持有 |
| NX | QUANEX BLDG PRODS CORP COM | $7,602 | 0.00% | 423 | 239 | 129.9% | $4,295 | 加仓 |
| HUBG | HUB GROUP INC CL A | $7,568 | 0.00% | 210 | -154 | -42.3% | -$5,550 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $7,535 | 0.00% | 303 | 15 | 5.2% | $373 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC COM | $7,535 | 0.00% | 349 | 325 | 1,354.2% | $7,017 | 重新持有 |
| TRIP | TRIPADVISOR INC COM | $7,527 | 0.00% | 706 | 249 | 54.5% | $2,655 | 加仓 |
| BELFB | BEL FUSE INC CL B | $7,523 | 0.00% | 38 | 8 | 26.7% | $1,584 | 加仓 |
| DNUT | KRISPY KREME INC COM | $7,490 | 0.00% | 2,209 | 1,785 | 421.0% | $6,052 | 加仓 |
| — | SEMRUSH HLDGS INC CL A COM | $7,451 | 0.00% | 624 | -36 | -5.5% | -$430 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $7,442 | 0.00% | 395 | 350 | 777.8% | $6,594 | 加仓 |
| ASTH | ASTRANA HEALTH INC COM NEW | $7,429 | 0.00% | 303 | 296 | 4,228.6% | $7,257 | 重新持有 |
| — | INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $7,399 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $7,390 | 0.00% | 148 | 148 | — | $7,390 | 新建仓 |
| TBLA | TABOOLA.COM LTD ORD SHS | $7,331 | 0.00% | 2,365 | 1,619 | 217.0% | $5,019 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $7,320 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC COM | $7,309 | 0.00% | 334 | -26 | -7.2% | -$569 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $7,302 | 0.00% | 506 | -645 | -56.0% | -$9,308 | 减仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $7,271 | 0.00% | 772 | 115 | 17.5% | $1,083 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $7,267 | 0.00% | 240 | 235 | 4,700.0% | $7,116 | 加仓 |
| IBTA | IBOTTA INC CLASS A COM SHS | $7,253 | 0.00% | 242 | 239 | 7,966.7% | $7,163 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $7,236 | 0.00% | 802 | 139 | 21.0% | $1,254 | 加仓 |
| DJCO | DAILY JOURNAL CORP COM | $7,234 | 0.00% | 15 | 9 | 150.0% | $4,340 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $7,225 | 0.00% | 2,058 | 1,526 | 286.8% | $5,357 | 加仓 |
| BOC | BOSTON OMAHA CORP CL A COM STK | $7,218 | 0.00% | 618 | 10 | 1.6% | $117 | 加仓 |
| VCYT | VERACYTE INC COM | $7,215 | 0.00% | 224 | 77 | 52.4% | $2,480 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $7,213 | 0.00% | 1,098 | 561 | 104.5% | $3,685 | 加仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $7,200 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BBAR | BANCO BBVA ARGENTINA S A SPONSORED ADS | $7,195 | 0.00% | 448 | -33 | -6.9% | -$530 | 减仓 |
| CLSK | CLEANSPARK INC COM NEW | $7,182 | 0.00% | 844 | -9 | -1.1% | -$77 | 减仓 |
| — | INVESCO ACTIVE U.S. REAL ESTATE FUND | $7,178 | 0.00% | 78 | 1 | 1.3% | $92 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $7,167 | 0.00% | 143 | 143 | — | $7,167 | 新建仓 |
| — | ALDEYRA THERAPEUTICS INC COM | $7,125 | 0.00% | 4,216 | -413 | -8.9% | -$698 | 减仓 |
| ROCK | GIBRALTAR INDS INC COM | $7,097 | 0.00% | 178 | 15 | 9.2% | $598 | 加仓 |
| MCS | MARCUS CORP DEL COM | $7,091 | 0.00% | 413 | -77 | -15.7% | -$1,322 | 减仓 |
| ITRI | ITRON INC COM | $7,082 | 0.00% | 79 | -62 | -44.0% | -$5,558 | 减仓 |
| CRTO | CRITEO S A SPONS ADS | $7,047 | 0.00% | 393 | 28 | 7.7% | $502 | 加仓 |