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 |
|---|---|---|---|---|---|---|---|---|
| IIPR | INNOVATIVE INDL PPTYS INC COM | $3,711 | 0.00% | 74 | 56 | 311.1% | $2,808 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA SPONSORED ADR | $3,707 | 0.00% | 75 | 49 | 188.5% | $2,422 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC COM | $3,686 | 0.00% | 311 | -308 | -49.8% | -$3,650 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $3,677 | 0.00% | 2,785 | 2,785 | — | $3,677 | 新建仓 |
| KC | KINGSOFT CLOUD HLDGS LTD ADS | $3,674 | 0.00% | 275 | 37 | 15.5% | $494 | 加仓 |
| YEXT | YEXT INC COM | $3,671 | 0.00% | 956 | -303 | -24.1% | -$1,164 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $3,650 | 0.00% | 135 | -6 | -4.3% | -$162 | 减仓 |
| — | JELD-WEN HLDG INC COM | $3,647 | 0.00% | 2,941 | 1,766 | 150.3% | $2,190 | 加仓 |
| TASK | TASKUS INC CLASS A COM | $3,636 | 0.00% | 542 | 359 | 196.2% | $2,408 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3,626 | 0.00% | 72 | -6,771 | -98.9% | -$34.10万 | 减仓 |
| BH | BIGLARI HLDGS INC COM STK CL B | $3,626 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | ADC THERAPEUTICS SA SHS | $3,624 | 0.00% | 966 | 8 | 0.8% | $30 | 加仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $3,599 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $3,591 | 0.00% | 529 | 228 | 75.7% | $1,548 | 加仓 |
| IBRX | IMMUNITYBIO INC COM | $3,582 | 0.00% | 467 | -348 | -42.7% | -$2,669 | 减仓 |
| — | LIFEZONE METALS LIMITED ORD SHS | $3,574 | 0.00% | 1,064 | 42 | 4.1% | $141 | 加仓 |
| RBB | RBB BANCORP COM | $3,568 | 0.00% | 167 | -23 | -12.1% | -$491 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC COM | $3,548 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CREDI SH BEN INT | $3,546 | 0.00% | 1,866 | 933 | 100.0% | $1,773 | 加仓 |
| EVGO | EVGO INC CL A COM | $3,539 | 0.00% | 2,058 | 1,388 | 207.2% | $2,387 | 加仓 |
| BBSI | BARRETT BUSINESS SVCS INC COM | $3,530 | 0.00% | 121 | 118 | 3,933.3% | $3,442 | 加仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $3,524 | 0.00% | 97 | -13 | -11.8% | -$472 | 减仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $3,516 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $3,510 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD ORD SHS | $3,504 | 0.00% | 1,544 | 1,458 | 1,695.3% | $3,309 | 加仓 |
| TIPT | TIPTREE INC COM | $3,501 | 0.00% | 207 | -105 | -33.7% | -$1,776 | 减仓 |
| HSTM | HEALTHSTREAM INC COM | $3,501 | 0.00% | 169 | 143 | 550.0% | $2,962 | 加仓 |
| VIA | VIA TRANSN INC COM CL A | $3,480 | 0.00% | 232 | 232 | — | $3,480 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $3,467 | 0.00% | 668 | 607 | 995.1% | $3,150 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $3,466 | 0.00% | 114 | 36 | 46.2% | $1,095 | 加仓 |
| — | BLAIZE HLDGS INC COM | $3,465 | 0.00% | 1,904 | 1,766 | 1,279.7% | $3,214 | 加仓 |
| OOMA | OOMA INC COM | $3,462 | 0.00% | 238 | 183 | 332.7% | $2,662 | 加仓 |
| ZLAB | ZAI LAB LTD ADR | $3,459 | 0.00% | 184 | -19 | -9.4% | -$357 | 减仓 |
| — | LIFETIME BRANDS INC COM | $3,456 | 0.00% | 602 | 15 | 2.6% | $86 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $3,450 | 0.00% | 223 | 96 | 75.6% | $1,485 | 加仓 |
| — | ALPS BARRON'S 400 ETF | $3,447 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $3,447 | 0.00% | 137 | 72 | 110.8% | $1,812 | 加仓 |
| RPD | RAPID7 INC COM | $3,443 | 0.00% | 625 | 87 | 16.2% | $479 | 加仓 |
| — | EVE HLDG INC COM | $3,436 | 0.00% | 1,386 | 612 | 79.1% | $1,517 | 加仓 |
| TSSI | TSS INC DEL COM | $3,434 | 0.00% | 264 | 264 | — | $3,434 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW COM | $3,433 | 0.00% | 1,418 | 476 | 50.5% | $1,152 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $3,408 | 0.00% | 21 | 1 | 5.0% | $162 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC CL A | $3,408 | 0.00% | 598 | 598 | — | $3,408 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC COM | $3,401 | 0.00% | 57 | -201 | -77.9% | -$1.20万 | 减仓 |
| VTMX | VESTA REAL ESTATE CORP ADS | $3,401 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| AVNW | AVIAT NETWORKS INC COM NEW | $3,392 | 0.00% | 150 | 17 | 12.8% | $384 | 加仓 |
| JBS | JBS N.V. CL A SHS | $3,377 | 0.00% | 188 | 30 | 19.0% | $539 | 加仓 |
| TTAM | TITAN AMER SA COMMON SHARES | $3,370 | 0.00% | 225 | 30 | 15.4% | $449 | 加仓 |
| IVA | INVENTIVA SA ADS | $3,352 | 0.00% | 604 | 604 | — | $3,352 | 新建仓 |
| CLMT | CALUMET INC COM | $3,339 | 0.00% | 93 | 11 | 13.4% | $395 | 加仓 |
| MOV | MOVADO GROUP INC COM | $3,322 | 0.00% | 136 | 39 | 40.2% | $953 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $3,307 | 0.00% | 40 | 17 | 73.9% | $1,405 | 加仓 |
| RC | READY CAPITAL CORP COM | $3,305 | 0.00% | 2,039 | 1,623 | 390.1% | $2,631 | 加仓 |
| RGEN | REPLIGEN CORP COM | $3,298 | 0.00% | 28 | 2 | 7.7% | $236 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD SHS | $3,292 | 0.00% | 146 | -29 | -16.6% | -$654 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $3,291 | 0.00% | 17 | -1 | -5.6% | -$194 | 减仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $3,275 | 0.00% | 2,417 | 2,003 | 483.8% | $2,714 | 加仓 |
| ANNX | ANNEXON INC COM | $3,274 | 0.00% | 591 | 52 | 9.6% | $288 | 加仓 |
| SHAK | SHAKE SHACK INC CL A | $3,273 | 0.00% | 37 | 26 | 236.4% | $2,300 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS INC COM | $3,271 | 0.00% | 189 | -48 | -20.3% | -$831 | 减仓 |
| FA | FIRST ADVANTAGE CORP NEW COM | $3,269 | 0.00% | 278 | 164 | 143.9% | $1,928 | 加仓 |
| FC | FRANKLIN COVEY CO COM | $3,268 | 0.00% | 207 | -188 | -47.6% | -$2,968 | 重新持有 |
| SUNC | SUNOCOCORP LLC COM SHS LLC | $3,268 | 0.00% | 53 | 53 | — | $3,268 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD SHS | $3,267 | 0.00% | 1,247 | -41 | -3.2% | -$107 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC COM | $3,257 | 0.00% | 554 | -35 | -5.9% | -$206 | 减仓 |
| MTW | MANITOWOC CO INC COM NEW | $3,216 | 0.00% | 276 | 27 | 10.8% | $315 | 加仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $3,193 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP CL B NEW | $3,192 | 0.00% | 65 | 55 | 550.0% | $2,701 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $3,192 | 0.00% | 94 | 94 | — | $3,192 | 新建仓 |
| FTK | FLOTEK INDUSTRIES INC COM NEW | $3,190 | 0.00% | 188 | -450 | -70.5% | -$7,636 | 减仓 |
| — | ATKORE INC COM | $3,180 | 0.00% | 54 | -4 | -6.9% | -$236 | 减仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $3,176 | 0.00% | 114 | -18 | -13.6% | -$501 | 减仓 |
| RBCAA | REPUBLIC BANCORP INC KY CL A | $3,174 | 0.00% | 45 | -3 | -6.2% | -$212 | 减仓 |
| BLND | BLEND LABS INC CL A | $3,174 | 0.00% | 1,867 | 1,208 | 183.3% | $2,054 | 加仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $3,169 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC COM | $3,162 | 0.00% | 2,470 | 1,078 | 77.4% | $1,380 | 加仓 |
| — | AIR INDS GROUP COM | $3,156 | 0.00% | 977 | 0 | 0.0% | — | 不变 |
| — | NIAGEN BIOSCIENCE INC COM NEW | $3,144 | 0.00% | 713 | 345 | 93.8% | $1,521 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC COM | $3,137 | 0.00% | 409 | 202 | 97.6% | $1,549 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | $3,128 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SVCO | SILVACO GROUP INC COM | $3,115 | 0.00% | 440 | 300 | 214.3% | $2,124 | 加仓 |
| AMAL | AMALGAMATED FINANCIAL CORP COM | $3,111 | 0.00% | 80 | 49 | 158.1% | $1,905 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATION COM | $3,104 | 0.00% | 241 | -7 | -2.8% | -$90 | 减仓 |
| XPER | XPERI INC COMMON STOCK | $3,098 | 0.00% | 553 | 275 | 98.9% | $1,541 | 加仓 |
| — | BEAZER HOMES USA INC COM NEW | $3,097 | 0.00% | 161 | -51 | -24.1% | -$981 | 减仓 |
| FVR | FRONTVIEW REIT INC COM | $3,064 | 0.00% | 198 | 30 | 17.9% | $464 | 加仓 |
| MNKD | MANNKIND CORP COM NEW | $3,055 | 0.00% | 1,247 | 236 | 23.3% | $578 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $3,044 | 0.00% | 421 | 48 | 12.9% | $347 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD SHS | $3,031 | 0.00% | 418 | 194 | 86.6% | $1,407 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3,017 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | DOMO INC COM CL B | $3,008 | 0.00% | 983 | 780 | 384.2% | $2,387 | 加仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $3,008 | 0.00% | 216 | 200 | 1,250.0% | $2,785 | 加仓 |
| XNCR | XENCOR INC COM | $3,003 | 0.00% | 249 | 94 | 60.6% | $1,134 | 加仓 |
| WEST | WESTROCK COFFEE CO COM | $2,996 | 0.00% | 705 | -672 | -48.8% | -$2,856 | 减仓 |
| GRC | GORMAN RUPP CO COM | $2,983 | 0.00% | 48 | 13 | 37.1% | $808 | 加仓 |
| — | THERMON GROUP HLDGS INC COM | $2,974 | 0.00% | 59 | 7 | 13.5% | $353 | 加仓 |
| BIOA | BIOAGE LABS INC COM | $2,954 | 0.00% | 169 | 24 | 16.6% | $420 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $2,952 | 0.00% | 304 | -5 | -1.6% | -$49 | 减仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $2,948 | 0.00% | 71 | -8 | -10.1% | -$332 | 减仓 |
| SB | SAFE BULKERS INC COM | $2,932 | 0.00% | 463 | -24 | -4.9% | -$152 | 减仓 |