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 |
|---|---|---|---|---|---|---|---|---|
| AXTI | AXT INC COM | $5,754 | 0.00% | 101 | 101 | — | $5,754 | 新建仓 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $5,751 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $5,731 | 0.00% | 245 | -71 | -22.5% | -$1,661 | 减仓 |
| DAKT | DAKTRONICS INC COM | $5,729 | 0.00% | 293 | 7 | 2.4% | $137 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $5,728 | 0.00% | 336 | 2 | 0.6% | $34 | 加仓 |
| — | ROUNDHILL SPORTS BETTING & IGAMING ETF | $5,717 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL TECH ETF | $5,698 | 0.00% | 57 | -1,009 | -94.7% | -$10.09万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $5,697 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $5,694 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ARKO | ARKO CORP COM | $5,688 | 0.00% | 1,023 | 45 | 4.6% | $250 | 加仓 |
| NRDS | NERDWALLET INC COM CL A | $5,688 | 0.00% | 548 | 304 | 124.6% | $3,155 | 加仓 |
| BUR | BURFORD CAP LTD ORD SHS | $5,653 | 0.00% | 1,251 | 154 | 14.0% | $696 | 加仓 |
| INN | SUMMIT HOTEL PPTYS COM | $5,648 | 0.00% | 1,278 | 612 | 91.9% | $2,705 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $5,632 | 0.00% | 178 | 178 | — | $5,632 | 新建仓 |
| — | OMEGA FLEX INC COM | $5,618 | 0.00% | 181 | 70 | 63.1% | $2,173 | 加仓 |
| VZLA | VIZSLA SILVER CORP COM NEW | $5,610 | 0.00% | 1,700 | 1,700 | — | $5,610 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT COM CL A | $5,597 | 0.00% | 95 | -79 | -45.4% | -$4,654 | 减仓 |
| — | FIDELITY DISRUPTIVE COMMUNICATIONS ETF | $5,596 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $5,577 | 0.00% | 295 | 295 | — | $5,577 | 新建仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $5,572 | 0.00% | 319 | -21 | -6.2% | -$367 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $5,563 | 0.00% | 118 | 95 | 413.0% | $4,479 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC COM | $5,537 | 0.00% | 211 | -18 | -7.9% | -$472 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC ADS | $5,517 | 0.00% | 183 | 183 | — | $5,517 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC COM | $5,514 | 0.00% | 175 | 19 | 12.2% | $599 | 加仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $5,503 | 0.00% | 5,615 | 5,562 | 10,494.3% | $5,451 | 加仓 |
| PSFE | PAYSAFE LIMITED SHS | $5,502 | 0.00% | 808 | -739 | -47.8% | -$5,032 | 减仓 |
| — | INVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $5,501 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | TECHTARGET INC COM NEW | $5,458 | 0.00% | 1,407 | 900 | 177.5% | $3,491 | 加仓 |
| ZYME | ZYMEWORKS INC COM | $5,457 | 0.00% | 218 | 36 | 19.8% | $901 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC COM | $5,454 | 0.00% | 376 | 208 | 123.8% | $3,017 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $5,439 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC SPONSORED ADR | $5,437 | 0.00% | 376 | 376 | — | $5,437 | 新建仓 |
| ATEN | A10 NETWORKS INC COM | $5,433 | 0.00% | 235 | 48 | 25.7% | $1,110 | 加仓 |
| GPGI | GPGI INC COM CL A | $5,421 | 0.00% | 317 | -216 | -40.5% | -$3,694 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $5,356 | 0.00% | 292 | 152 | 108.6% | $2,788 | 加仓 |
| TLS | TELOS CORP MD COM | $5,343 | 0.00% | 1,275 | 844 | 195.8% | $3,537 | 加仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $5,321 | 0.00% | 126 | 74 | 142.3% | $3,125 | 重新持有 |
| MLYS | MINERALYS THERAPEUTICS INC COM | $5,309 | 0.00% | 196 | 42 | 27.3% | $1,138 | 加仓 |
| ATRC | ATRICURE INC COM | $5,306 | 0.00% | 186 | 154 | 481.2% | $4,393 | 加仓 |
| AMRC | AMERESCO INC CL A | $5,305 | 0.00% | 208 | 5 | 2.5% | $128 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC COM | $5,301 | 0.00% | 420 | 44 | 11.7% | $555 | 加仓 |
| BLZE | BACKBLAZE INC COM CL A | $5,300 | 0.00% | 1,536 | 1,298 | 545.4% | $4,479 | 加仓 |
| QUAD | QUAD / GRAPHICS INC COM CL A | $5,289 | 0.00% | 800 | 20 | 2.6% | $132 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $5,288 | 0.00% | 97 | 5 | 5.4% | $273 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $5,285 | 0.00% | 25 | -5 | -16.7% | -$1,057 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $5,284 | 0.00% | 40 | 40 | — | $5,284 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC CL A | $5,280 | 0.00% | 77 | -18 | -18.9% | -$1,234 | 减仓 |
| LXU | LSB INDS INC COM | $5,231 | 0.00% | 351 | 24 | 7.3% | $358 | 加仓 |
| ARDT | ARDENT HEALTH INC COM | $5,230 | 0.00% | 611 | 342 | 127.1% | $2,927 | 加仓 |
| RDVT | RED VIOLET INC COM | $5,224 | 0.00% | 151 | -317 | -67.7% | -$1.10万 | 减仓 |
| BW | BABCOCK & WILCOX ENTERPRISES COM | $5,200 | 0.00% | 354 | 354 | — | $5,200 | 新建仓 |
| — | SPROTT COPPER MINERS ETF | $5,179 | 0.00% | 145 | 145 | — | $5,179 | 新建仓 |
| ENR | ENERGIZER HLDGS INC COM | $5,171 | 0.00% | 315 | 58 | 22.6% | $952 | 加仓 |
| BILL | BILL HOLDINGS INC COM | $5,170 | 0.00% | 135 | 47 | 53.4% | $1,800 | 加仓 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $5,169 | 0.00% | 376 | 375 | 37,500.0% | $5,155 | 加仓 |
| VECO | VEECO INSTRS INC DEL COM | $5,147 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | HUTCHMED CHINA LTD SPONSORED ADS | $5,146 | 0.00% | 344 | 103 | 42.7% | $1,541 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $5,145 | 0.00% | 19 | 1 | 5.6% | $271 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $5,140 | 0.00% | 536 | -250 | -31.8% | -$2,397 | 减仓 |
| EDIT | EDITAS MEDICINE INC COM | $5,138 | 0.00% | 2,080 | 1,654 | 388.3% | $4,086 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $5,125 | 0.00% | 239 | -160 | -40.1% | -$3,431 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC COM | $5,100 | 0.00% | 5,204 | 4,557 | 704.3% | $4,466 | 加仓 |
| GEO | GEO GROUP INC COM | $5,094 | 0.00% | 303 | -87 | -22.3% | -$1,463 | 减仓 |
| CTS | CTS CORP COM | $5,063 | 0.00% | 106 | 3 | 2.9% | $143 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $5,044 | 0.00% | 149 | 25 | 20.2% | $846 | 加仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $5,037 | 0.00% | 266 | -80 | -23.1% | -$1,515 | 减仓 |
| RDNT | RADNET INC COM | $5,030 | 0.00% | 90 | 14 | 18.4% | $782 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD ADR | $5,010 | 0.00% | 882 | 463 | 110.5% | $2,630 | 加仓 |
| ASPN | ASPEN AEROGELS INC COM | $5,008 | 0.00% | 1,464 | 823 | 128.4% | $2,815 | 重新持有 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $4,965 | 0.00% | 111 | -676 | -85.9% | -$3.02万 | 减仓 |
| CXW | CORECIVIC INC COM | $4,955 | 0.00% | 262 | 77 | 41.6% | $1,456 | 加仓 |
| TGRW | T. ROWE PRICE GROWTH STOCK ETF | $4,941 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC COM | $4,922 | 0.00% | 748 | 585 | 358.9% | $3,849 | 重新持有 |
| FRST | PRIMIS FINANCIAL CORP COM | $4,913 | 0.00% | 370 | 31 | 9.1% | $412 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $4,913 | 0.00% | 256 | 49 | 23.7% | $940 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $4,911 | 0.00% | 280 | -43 | -13.3% | -$754 | 减仓 |
| RERE | ATRENEW INC SPONSORED ADS | $4,906 | 0.00% | 1,046 | -40 | -3.7% | -$188 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC COM | $4,903 | 0.00% | 128 | 86 | 204.8% | $3,294 | 加仓 |
| BORR | BORR DRILLING LTD SHS | $4,898 | 0.00% | 849 | 116 | 15.8% | $669 | 加仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $4,893 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC COM | $4,887 | 0.00% | 639 | 539 | 539.0% | $4,122 | 加仓 |
| OMCL | OMNICELL COM COM | $4,874 | 0.00% | 146 | -138 | -48.6% | -$4,607 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $4,867 | 0.00% | 585 | 108 | 22.6% | $899 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $4,829 | 0.00% | 703 | -24 | -3.3% | -$165 | 减仓 |
| PTRB | PGIM TOTAL RETURN BOND ETF | $4,815 | 0.00% | 116 | 116 | — | $4,815 | 新建仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $4,799 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $4,797 | 0.00% | 371 | 1 | 0.3% | $13 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $4,778 | 0.00% | 43 | 4 | 10.3% | $444 | 加仓 |
| BXC | BLUELINX HLDGS INC COM NEW | $4,767 | 0.00% | 88 | 3 | 3.5% | $163 | 加仓 |
| TBCH | TURTLE BEACH CORP COM NEW | $4,756 | 0.00% | 469 | -30 | -6.0% | -$304 | 减仓 |
| — | SMART SH GLOBAL LTD ADS | $4,754 | 0.00% | 4,207 | 4,207 | — | $4,754 | 新建仓 |
| — | 51TALK ONLINE EDUCATION GROUP SPONSORED ADR | $4,739 | 0.00% | 238 | -84 | -26.1% | -$1,673 | 减仓 |
| UAA | UNDER ARMOUR INC CL A | $4,721 | 0.00% | 799 | 701 | 715.3% | $4,142 | 加仓 |
| WINA | WINMARK CORP COM | $4,704 | 0.00% | 11 | 1 | 10.0% | $428 | 加仓 |
| BL | BLACKLINE INC COM | $4,699 | 0.00% | 127 | 39 | 44.3% | $1,443 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $4,692 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $4,684 | 0.00% | 363 | -423 | -53.8% | -$5,458 | 减仓 |
| HY | HYSTER-YALE INC CL A | $4,681 | 0.00% | 144 | 75 | 108.7% | $2,438 | 加仓 |
| NKTX | NKARTA INC COM | $4,677 | 0.00% | 2,217 | 755 | 51.6% | $1,593 | 加仓 |
| IMKTA | INGLES MKTS INC CL A | $4,674 | 0.00% | 52 | 11 | 26.8% | $989 | 加仓 |