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 |
|---|---|---|---|---|---|---|---|---|
| CECO | CECO ENVIRONMENTAL CORP COM | $7,030 | 0.00% | 118 | 16 | 15.7% | $953 | 加仓 |
| LVHD | FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $7,022 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC COM | $7,013 | 0.00% | 666 | 329 | 97.6% | $3,464 | 加仓 |
| PRME | PRIME MEDICINE INC COM | $6,961 | 0.00% | 2,000 | 238 | 13.5% | $828 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $6,950 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $6,941 | 0.00% | 127 | 97 | 323.3% | $5,301 | 加仓 |
| BCC | BOISE CASCADE CO DEL COM | $6,902 | 0.00% | 91 | -57 | -38.5% | -$4,323 | 减仓 |
| IFS | INTERCORP FINL SVCS INC SHS | $6,877 | 0.00% | 137 | 93 | 211.4% | $4,668 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $6,847 | 0.00% | 317 | -120 | -27.5% | -$2,592 | 减仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $6,841 | 0.00% | 217 | 23 | 11.9% | $725 | 加仓 |
| — | ANBIO BIOTECHNOLOGY SHS CL A | $6,834 | 0.00% | 266 | 266 | — | $6,834 | 新建仓 |
| TDUP | THREDUP INC CL A | $6,822 | 0.00% | 2,080 | 1,465 | 238.2% | $4,805 | 加仓 |
| SENEA | SENECA FOODS CORP NEW CL A | $6,801 | 0.00% | 45 | -156 | -77.6% | -$2.36万 | 减仓 |
| — | PLURI INC COM NEW | $6,790 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TRUP | TRUPANION INC COM | $6,787 | 0.00% | 265 | -35 | -11.7% | -$896 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP COM | $6,748 | 0.00% | 240 | 5 | 2.1% | $141 | 加仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $6,740 | 0.00% | 623 | 273 | 78.0% | $2,953 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC COM | $6,715 | 0.00% | 105 | 44 | 72.1% | $2,814 | 加仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $6,685 | 0.00% | 1,509 | 1,509 | — | $6,685 | 新建仓 |
| FATE | FATE THERAPEUTICS INC COM | $6,684 | 0.00% | 5,570 | 3,437 | 161.1% | $4,124 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $6,680 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| BKV | BKV CORP COM | $6,675 | 0.00% | 234 | 101 | 75.9% | $2,881 | 加仓 |
| CIM | CHIMERA INVT CORP COM SHS | $6,665 | 0.00% | 531 | 250 | 89.0% | $3,138 | 加仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $6,650 | 0.00% | 3,393 | 2,393 | 239.3% | $4,690 | 加仓 |
| — | STAR HLDGS SHS BEN INT | $6,647 | 0.00% | 878 | -34 | -3.7% | -$257 | 减仓 |
| ACCO | ACCO BRANDS CORP COM | $6,597 | 0.00% | 2,199 | -1,156 | -34.5% | -$3,468 | 减仓 |
| LEU | CENTRUS ENERGY CORP CL A | $6,597 | 0.00% | 38 | 5 | 15.2% | $868 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC COM | $6,597 | 0.00% | 275 | 104 | 60.8% | $2,495 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $6,589 | 0.00% | 794 | 68 | 9.4% | $564 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $6,589 | 0.00% | 33 | -6 | -15.4% | -$1,198 | 减仓 |
| AMLP | ALERIAN MLP ETF | $6,580 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $6,566 | 0.00% | 221 | -10 | -4.3% | -$297 | 减仓 |
| CMRC | COMMERCE.COM INC COM SER 1 | $6,560 | 0.00% | 2,457 | -625 | -20.3% | -$1,669 | 减仓 |
| PTLO | PORTILLOS INC COM CL A | $6,559 | 0.00% | 1,240 | 844 | 213.1% | $4,464 | 加仓 |
| — | ORION PROPERTIES INC COM | $6,554 | 0.00% | 3,049 | -98 | -3.1% | -$211 | 减仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS LTD COM | $6,535 | 0.00% | 342 | -688 | -66.8% | -$1.31万 | 减仓 |
| LIF | LIFE360 INC COM | $6,533 | 0.00% | 160 | 55 | 52.4% | $2,246 | 加仓 |
| HESM | HESS MIDSTREAM LP CL A SHS | $6,531 | 0.00% | 168 | 46 | 37.7% | $1,788 | 加仓 |
| PDFS | PDF SOLUTIONS INC COM | $6,509 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| PAYS | PAYSIGN INC COM | $6,491 | 0.00% | 1,100 | 121 | 12.4% | $714 | 加仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $6,478 | 0.00% | 151 | -25 | -14.2% | -$1,073 | 减仓 |
| UPBD | UPBOUND GROUP INC COM | $6,444 | 0.00% | 357 | 11 | 3.2% | $199 | 加仓 |
| ONIT | ONITY GROUP INC COM NEW | $6,440 | 0.00% | 164 | -63 | -27.8% | -$2,474 | 减仓 |
| THRM | GENTHERM INC COM | $6,417 | 0.00% | 231 | -38 | -14.1% | -$1,056 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $6,409 | 0.00% | 270 | -60 | -18.2% | -$1,424 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $6,404 | 0.00% | 1,291 | 496 | 62.4% | $2,460 | 加仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $6,403 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | TECOGEN INC NEW COM NEW | $6,400 | 0.00% | 2,500 | 1,500 | 150.0% | $3,840 | 加仓 |
| SABR | SABRE CORP COM | $6,385 | 0.00% | 4,403 | 2,651 | 151.3% | $3,844 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO INC COM | $6,372 | 0.00% | 2,292 | -1,194 | -34.3% | -$3,319 | 减仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $6,349 | 0.00% | 339 | -759 | -69.1% | -$1.42万 | 减仓 |
| UMH | UMH PPTYS INC COM | $6,349 | 0.00% | 440 | 47 | 12.0% | $678 | 加仓 |
| NVCR | NOVOCURE LTD ORD SHS | $6,345 | 0.00% | 582 | 323 | 124.7% | $3,521 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $6,345 | 0.00% | 75 | 13 | 21.0% | $1,100 | 加仓 |
| — | BETTERWARE DE MEXC S A P I DE SHS | $6,340 | 0.00% | 376 | 188 | 100.0% | $3,170 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $6,331 | 0.00% | 113 | 84 | 289.7% | $4,706 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC COM | $6,325 | 0.00% | 253 | 48 | 23.4% | $1,200 | 加仓 |
| RWT | REDWOOD TRUST INC COM | $6,322 | 0.00% | 1,127 | 460 | 69.0% | $2,580 | 加仓 |
| UNTY | UNITY BANCORP INC COM | $6,272 | 0.00% | 121 | 53 | 77.9% | $2,747 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC COM | $6,266 | 0.00% | 315 | 6 | 1.9% | $119 | 加仓 |
| — | INOGEN INC COM | $6,236 | 0.00% | 1,009 | 95 | 10.4% | $587 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $6,228 | 0.00% | 96 | 27 | 39.1% | $1,752 | 加仓 |
| — | PULMONX CORP COM | $6,225 | 0.00% | 4,825 | 3,993 | 479.9% | $5,152 | 加仓 |
| LEGN | LEGEND BIOTECH CORP SPONSORED ADS | $6,204 | 0.00% | 343 | 13 | 3.9% | $235 | 加仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $6,180 | 0.00% | 145 | 1 | 0.7% | $43 | 加仓 |
| — | BCB BANCORP INC COM | $6,161 | 0.00% | 686 | -469 | -40.6% | -$4,212 | 减仓 |
| — | ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF | $6,149 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $6,114 | 0.00% | 162 | 133 | 458.6% | $5,020 | 加仓 |
| DCH | DAUCH CORP COM | $6,096 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC COM | $6,073 | 0.00% | 173 | 10 | 6.1% | $351 | 加仓 |
| — | PCB BANCORP COM | $6,072 | 0.00% | 270 | -13 | -4.6% | -$292 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC COM | $6,060 | 0.00% | 203 | 54 | 36.2% | $1,612 | 加仓 |
| — | COHERUS ONCOLOGY INC COM | $6,050 | 0.00% | 3,580 | 1,101 | 44.4% | $1,861 | 加仓 |
| FWRD | FORWARD AIR CORP COM | $6,049 | 0.00% | 362 | 190 | 110.5% | $3,175 | 加仓 |
| — | KRANESHARES VALUE LINE DYNAMIC DIVIDEND EQUITY INDEX ETF | $6,046 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP COM NEW | $6,038 | 0.00% | 168 | 26 | 18.3% | $934 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $6,032 | 0.00% | 580 | 127 | 28.0% | $1,321 | 加仓 |
| NVGS | NAVIGATOR HLDGS LTD SHS | $5,994 | 0.00% | 310 | 51 | 19.7% | $986 | 加仓 |
| DJD | INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF | $5,974 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $5,972 | 0.00% | 162 | -349 | -68.3% | -$1.29万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $5,971 | 0.00% | 262 | -19 | -6.8% | -$433 | 减仓 |
| KODK | EASTMAN KODAK CO COM NEW | $5,955 | 0.00% | 658 | 501 | 319.1% | $4,534 | 加仓 |
| — | UNIVERSAL LOGISTICS HLDGS INC COM | $5,919 | 0.00% | 280 | 210 | 300.0% | $4,439 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $5,907 | 0.00% | 507 | -63 | -11.1% | -$734 | 减仓 |
| — | IRSA INVERSIONES Y REP S A SPON GDS ECH 10 | $5,900 | 0.00% | 364 | -4 | -1.1% | -$65 | 减仓 |
| — | RIGEL PHARMACEUTICALS INC COM | $5,894 | 0.00% | 218 | 191 | 707.4% | $5,164 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $5,892 | 0.00% | 50 | -80 | -61.5% | -$9,427 | 减仓 |
| LZB | LA Z BOY INC COM | $5,882 | 0.00% | 183 | 104 | 131.6% | $3,343 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $5,881 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RRBI | RED RIVER BANCSHARES INC COM | $5,878 | 0.00% | 65 | 8 | 14.0% | $723 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC COM | $5,862 | 0.00% | 466 | 266 | 133.0% | $3,346 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $5,856 | 0.00% | 140 | 140 | — | $5,856 | 新建仓 |
| DGII | DIGI INTL INC COM | $5,833 | 0.00% | 121 | 44 | 57.1% | $2,121 | 加仓 |
| — | WALDENCAST PLC CLASS A ORD SHS | $5,817 | 0.00% | 6,125 | 3,853 | 169.6% | $3,659 | 加仓 |
| NXH | BED BATH & BEYOND INC COM | $5,795 | 0.00% | 1,249 | 1,234 | 8,226.7% | $5,725 | 重新持有 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER | $5,788 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF | $5,781 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO PERP PFD CNV A | $5,775 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | $5,773 | 0.00% | 181 | 181 | — | $5,773 | 新建仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $5,761 | 0.00% | 136 | 136 | — | $5,761 | 新建仓 |