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 |
|---|---|---|---|---|---|---|---|---|
| GHM | GRAHAM CORP COM | $4,657 | 0.00% | 59 | 6 | 11.3% | $474 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $4,638 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | NEW FORTRESS ENERGY INC COM CL A | $4,630 | 0.00% | 7,848 | 7,714 | 5,756.7% | $4,551 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $4,608 | 0.00% | 59 | 36 | 156.5% | $2,812 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC COM | $4,599 | 0.00% | 801 | 70 | 9.6% | $402 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC COM | $4,599 | 0.00% | 147 | 32 | 27.8% | $1,001 | 加仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $4,587 | 0.00% | 1,571 | -57 | -3.5% | -$166 | 减仓 |
| WGO | WINNEBAGO INDS INC COM | $4,587 | 0.00% | 148 | 70 | 89.7% | $2,170 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4,582 | 0.00% | 97 | 97 | — | $4,582 | 新建仓 |
| IRON | DISC MEDICINE INC COM | $4,540 | 0.00% | 71 | 4 | 6.0% | $256 | 加仓 |
| BB | BLACKBERRY LTD COM | $4,540 | 0.00% | 1,401 | 487 | 53.3% | $1,578 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $4,531 | 0.00% | 136 | -140 | -50.7% | -$4,664 | 减仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC COM | $4,531 | 0.00% | 1,601 | 905 | 130.0% | $2,561 | 加仓 |
| INBK | FIRST INTERNET BANCORP COM | $4,523 | 0.00% | 222 | 38 | 20.7% | $774 | 加仓 |
| IPI | INTREPID POTASH INC COM | $4,490 | 0.00% | 105 | -73 | -41.0% | -$3,122 | 减仓 |
| AIOT | POWERFLEET INC COM | $4,481 | 0.00% | 1,455 | 859 | 144.1% | $2,645 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $4,478 | 0.00% | 77 | -135 | -63.7% | -$7,851 | 减仓 |
| HLIT | HARMONIC INC COM | $4,472 | 0.00% | 498 | -658 | -56.9% | -$5,909 | 减仓 |
| CAL | CALERES INC COM | $4,470 | 0.00% | 424 | 118 | 38.6% | $1,244 | 加仓 |
| BTBT | BIT DIGITAL INC SHS | $4,460 | 0.00% | 3,404 | 3,375 | 11,637.9% | $4,422 | 重新持有 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $4,440 | 0.00% | 281 | 226 | 410.9% | $3,571 | 加仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $4,437 | 0.00% | 40 | 2 | 5.3% | $222 | 加仓 |
| — | OPEN LENDING CORP COM | $4,434 | 0.00% | 3,547 | -84 | -2.3% | -$105 | 减仓 |
| SVV | SAVERS VALUE VLG INC COM | $4,434 | 0.00% | 596 | 185 | 45.0% | $1,376 | 加仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $4,426 | 0.00% | 1,537 | -541 | -26.0% | -$1,558 | 减仓 |
| LQDT | LIQUIDITY SVCS INC COM | $4,402 | 0.00% | 144 | -1 | -0.7% | -$31 | 减仓 |
| RDW | REDWIRE CORPORATION COM | $4,396 | 0.00% | 517 | 506 | 4,600.0% | $4,302 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $4,393 | 0.00% | 41 | 41 | — | $4,393 | 新建仓 |
| NEO | NEOGENOMICS INC COM NEW | $4,392 | 0.00% | 592 | 266 | 81.6% | $1,973 | 加仓 |
| LION | LIONSGATE STUDIOS CORP COM | $4,364 | 0.00% | 455 | 68 | 17.6% | $652 | 加仓 |
| — | POLEN DIVIDEND INCOME ETF | $4,356 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION COM | $4,347 | 0.00% | 1,449 | 1,245 | 610.3% | $3,735 | 加仓 |
| LAND | GLADSTONE LD CORP COM | $4,325 | 0.00% | 424 | 213 | 100.9% | $2,173 | 加仓 |
| — | FILANA THERAPEUTICS INC COM | $4,324 | 0.00% | 2,559 | -551 | -17.7% | -$931 | 减仓 |
| KLAR | KLARNA GROUP PLC SHS | $4,307 | 0.00% | 329 | 61 | 22.8% | $799 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $4,295 | 0.00% | 756 | 51 | 7.2% | $290 | 加仓 |
| KRRO | KORRO BIO INC COM | $4,291 | 0.00% | 379 | 290 | 325.8% | $3,283 | 重新持有 |
| — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - OCTOBER | $4,290 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC COM | $4,289 | 0.00% | 317 | -3 | -0.9% | -$41 | 减仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $4,289 | 0.00% | 247 | 80 | 47.9% | $1,389 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $4,238 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC COM CL A | $4,222 | 0.00% | 5,455 | 5,028 | 1,177.5% | $3,892 | 加仓 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $4,205 | 0.00% | 1,575 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC COM CL A | $4,175 | 0.00% | 70 | -866 | -92.5% | -$5.17万 | 减仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC CL A | $4,170 | 0.00% | 3,208 | 2,023 | 170.7% | $2,630 | 加仓 |
| CLVT | CLARIVATE PLC ORD SHS | $4,147 | 0.00% | 1,639 | 1,184 | 260.2% | $2,996 | 加仓 |
| ANGI | ANGI INC CL A NEW | $4,144 | 0.00% | 605 | 571 | 1,679.4% | $3,911 | 加仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $4,140 | 0.00% | 223 | 126 | 129.9% | $2,339 | 加仓 |
| FRMI | FERMI INC COM | $4,124 | 0.00% | 706 | -803 | -53.2% | -$4,691 | 减仓 |
| EGY | VAALCO ENERGY INC COM NEW | $4,114 | 0.00% | 649 | -14 | -2.1% | -$89 | 减仓 |
| — | SIMULATIONS PLUS INC COM | $4,113 | 0.00% | 348 | 279 | 404.3% | $3,297 | 加仓 |
| HEWJ | ISHARES CURRENCY HEDGED MSCI JAPAN ETF | $4,108 | 0.00% | 73 | 73 | — | $4,108 | 新建仓 |
| — | BAKKT INC COM CL A NEW | $4,107 | 0.00% | 558 | 558 | — | $4,107 | 新建仓 |
| — | FOUR SEASONS ED CAYMAN INC SPON ADS | $4,095 | 0.00% | 382 | -1,267 | -76.8% | -$1.36万 | 减仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $4,085 | 0.00% | 790 | 576 | 269.2% | $2,978 | 加仓 |
| KRT | KARAT PACKAGING INC COM | $4,076 | 0.00% | 146 | 79 | 117.9% | $2,206 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $4,064 | 0.00% | 574 | -90 | -13.6% | -$637 | 减仓 |
| — | OUTSET MED INC COM NEW | $4,035 | 0.00% | 1,051 | 801 | 320.4% | $3,075 | 加仓 |
| OPK | OPKO HEALTH INC COM | $4,029 | 0.00% | 3,534 | -2,091 | -37.2% | -$2,384 | 减仓 |
| ENVX | ENOVIX CORPORATION COM | $4,026 | 0.00% | 777 | 510 | 191.0% | $2,643 | 加仓 |
| STGW | STAGWELL INC COM CL A | $4,013 | 0.00% | 638 | -475 | -42.7% | -$2,988 | 减仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $3,995 | 0.00% | 585 | 562 | 2,443.5% | $3,838 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC COM NEW | $3,984 | 0.00% | 79 | 14 | 21.5% | $706 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC COM | $3,976 | 0.00% | 1,699 | 55 | 3.3% | $129 | 加仓 |
| — | WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | $3,965 | 0.00% | 61 | 1 | 1.7% | $65 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC COM | $3,962 | 0.00% | 151 | 50 | 49.5% | $1,312 | 加仓 |
| — | EIGHTCO HOLDINGS INC COM | $3,956 | 0.00% | 4,244 | 4,244 | — | $3,956 | 新建仓 |
| — | ELEVRA LITHIUM LTD SPONSORED ADS | $3,946 | 0.00% | 67 | -25 | -27.2% | -$1,472 | 减仓 |
| SITC | SITE CTRS CORP COM | $3,942 | 0.00% | 730 | 2 | 0.3% | $11 | 加仓 |
| — | OLAPLEX HLDGS INC COM | $3,936 | 0.00% | 1,939 | 1,342 | 224.8% | $2,724 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $3,935 | 0.00% | 122 | 100 | 454.5% | $3,225 | 加仓 |
| UIS | UNISYS CORP COM NEW | $3,934 | 0.00% | 1,901 | 803 | 73.1% | $1,662 | 加仓 |
| — | SILA REALTY TRUST INC CLASS A | $3,931 | 0.00% | 166 | 150 | 937.5% | $3,552 | 加仓 |
| MITK | MITEK SYS INC COM NEW | $3,929 | 0.00% | 291 | 122 | 72.2% | $1,647 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $3,924 | 0.00% | 218 | 63 | 40.6% | $1,134 | 加仓 |
| UTZ | UTZ BRANDS INC COM CL A | $3,919 | 0.00% | 495 | 336 | 211.3% | $2,660 | 加仓 |
| FRHC | FREEDOM HOLDING CORP COM | $3,912 | 0.00% | 27 | 2 | 8.0% | $290 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS IN COM | $3,889 | 0.00% | 1,641 | 107 | 7.0% | $254 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $3,878 | 0.00% | 41 | -1,196 | -96.7% | -$11.31万 | 减仓 |
| TGLS | TECNOGLASS INC ORD SHS | $3,874 | 0.00% | 87 | -68 | -43.9% | -$3,028 | 减仓 |
| CBLL | CERIBELL INC COM | $3,866 | 0.00% | 211 | 109 | 106.9% | $1,997 | 加仓 |
| FTGC | First Trust Global Tactical Commodity Strategy ETF | $3,862 | 0.00% | 135 | 2 | 1.5% | $57 | 加仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $3,854 | 0.00% | 92 | -20 | -17.9% | -$838 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP COM NEW | $3,848 | 0.00% | 1,253 | 1,198 | 2,178.2% | $3,679 | 重新持有 |
| ZIP | ZIPRECRUITER INC CL A | $3,838 | 0.00% | 2,086 | 673 | 47.6% | $1,238 | 加仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $3,834 | 0.00% | 232 | 134 | 136.7% | $2,214 | 加仓 |
| — | SOFI ENHANCED YIELD ETF | $3,819 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY | $3,802 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GCO | GENESCO INC COM | $3,798 | 0.00% | 131 | 73 | 125.9% | $2,116 | 加仓 |
| RDWR | RADWARE LTD ORD | $3,791 | 0.00% | 144 | 30 | 26.3% | $790 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3,789 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC CL A | $3,780 | 0.00% | 318 | 48 | 17.8% | $571 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC COM | $3,776 | 0.00% | 298 | 6 | 2.1% | $76 | 加仓 |
| PUBM | PUBMATIC INC COM CL A | $3,763 | 0.00% | 460 | 307 | 200.7% | $2,511 | 加仓 |
| — | TPG MTG INVTS TR INC COM NEW | $3,751 | 0.00% | 513 | 4 | 0.8% | $29 | 加仓 |
| — | MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF | $3,751 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC COM NEW | $3,745 | 0.00% | 763 | 684 | 865.8% | $3,357 | 加仓 |
| — | RESOURCES CONNECTION INC COM | $3,742 | 0.00% | 1,003 | 227 | 29.3% | $847 | 加仓 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $3,729 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | SOLID BIOSCIENCES INC COM NEW | $3,722 | 0.00% | 517 | -16 | -3.0% | -$115 | 减仓 |