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 |
|---|---|---|---|---|---|---|---|---|
| PAL | PROFICIENT AUTO LOGISTICS INC COM | $2,922 | 0.00% | 431 | 340 | 373.6% | $2,305 | 加仓 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $2,909 | 0.00% | 84 | -6 | -6.7% | -$208 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $2,906 | 0.00% | 474 | 144 | 43.6% | $883 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH | $2,903 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC CLASS A COM | $2,898 | 0.00% | 966 | 34 | 3.6% | $102 | 加仓 |
| NVAX | NOVAVAX INC COM NEW | $2,874 | 0.00% | 353 | 53 | 17.7% | $432 | 加仓 |
| — | HAIN CELESTIAL GROUP INC COM | $2,869 | 0.00% | 4,110 | 2,186 | 113.6% | $1,526 | 加仓 |
| — | PENNANTPARK INVT CORP COM | $2,867 | 0.00% | 639 | 0 | 0.0% | — | 不变 |
| RPC | RIDGEPOST CAP INC CL A COM | $2,847 | 0.00% | 392 | 349 | 811.6% | $2,535 | 加仓 |
| EWX | STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $2,843 | 0.00% | 43 | 43 | — | $2,843 | 新建仓 |
| SHOE | SHOE CARNIVAL INC COM | $2,839 | 0.00% | 182 | 128 | 237.0% | $1,997 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,834 | 0.00% | 50 | 50 | — | $2,834 | 新建仓 |
| CBNK | CAPITAL BANCORP INC MD COM | $2,824 | 0.00% | 95 | -8 | -7.8% | -$238 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $2,811 | 0.00% | 82 | -1 | -1.2% | -$34 | 减仓 |
| SBGI | SINCLAIR INC CL A | $2,808 | 0.00% | 217 | 14 | 6.9% | $181 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP COM UNIT LTD PAR | $2,800 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $2,790 | 0.00% | 906 | 557 | 159.6% | $1,715 | 加仓 |
| DMAY | FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY | $2,786 | 0.00% | 62 | 62 | — | $2,786 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM | $2,782 | 0.00% | 49 | 3 | 6.5% | $170 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC SUB VTG SHS | $2,778 | 0.00% | 310 | -102 | -24.8% | -$914 | 减仓 |
| — | ON24 INC COM | $2,778 | 0.00% | 343 | 126 | 58.1% | $1,020 | 加仓 |
| RUM | RUMBLE INC COM CL A | $2,760 | 0.00% | 541 | 130 | 31.6% | $663 | 加仓 |
| AORT | ARTIVION INC COM | $2,747 | 0.00% | 75 | 12 | 19.0% | $440 | 加仓 |
| FNKO | FUNKO INC COM CL A | $2,741 | 0.00% | 870 | 39 | 4.7% | $123 | 加仓 |
| DBI | DESIGNER BRANDS INC CL A | $2,726 | 0.00% | 479 | 172 | 56.0% | $979 | 加仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $2,719 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $2,715 | 0.00% | 122 | -85 | -41.1% | -$1,892 | 减仓 |
| STAA | STAAR SURGICAL CO COM PAR $0.01 | $2,712 | 0.00% | 145 | 22 | 17.9% | $411 | 加仓 |
| OPRA | OPERA LTD SPONSORED ADS | $2,709 | 0.00% | 190 | 187 | 6,233.3% | $2,666 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $2,708 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $2,704 | 0.00% | 447 | 340 | 317.8% | $2,057 | 加仓 |
| TGS | TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B | $2,700 | 0.00% | 78 | -8 | -9.3% | -$277 | 减仓 |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | $2,694 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | OAK VY BANCORP OAKDALE CALIF COM | $2,692 | 0.00% | 83 | 1 | 1.2% | $32 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $2,692 | 0.00% | 836 | 202 | 31.9% | $650 | 加仓 |
| ATOM | ATOMERA INC COM | $2,686 | 0.00% | 705 | 705 | — | $2,686 | 新建仓 |
| DCO | DUCOMMUN INC DEL COM | $2,684 | 0.00% | 22 | -9 | -29.0% | -$1,098 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER COM NEW | $2,679 | 0.00% | 187 | 108 | 136.7% | $1,547 | 加仓 |
| CRCT | CRICUT INC COM CL A | $2,670 | 0.00% | 714 | -428 | -37.5% | -$1,601 | 减仓 |
| UPST | UPSTART HLDGS INC COM | $2,668 | 0.00% | 104 | -57 | -35.4% | -$1,462 | 减仓 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $2,659 | 0.00% | 64 | 64 | — | $2,659 | 新建仓 |
| PML | PIMCO MUN INCOME FD II COM | $2,650 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO COM | $2,648 | 0.00% | 72 | -4 | -5.3% | -$147 | 减仓 |
| DXC | DXC TECHNOLOGY CO COM | $2,638 | 0.00% | 210 | -502 | -70.5% | -$6,306 | 减仓 |
| NUMV | NUVEEN ESG MID-CAP VALUE ETF | $2,636 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $2,617 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC COM | $2,605 | 0.00% | 236 | 33 | 16.3% | $364 | 加仓 |
| — | ESPERION THERAPEUTICS INC NEW COM | $2,595 | 0.00% | 947 | 33 | 3.6% | $90 | 加仓 |
| — | SOUNDTHINKING INC COM | $2,595 | 0.00% | 392 | 354 | 931.6% | $2,343 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER | $2,591 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | ARMADA ACQUISITION CORP II COM CL A | $2,578 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $2,573 | 0.00% | 9 | 1 | 12.5% | $286 | 加仓 |
| — | FIRST FNDTN INC COM | $2,561 | 0.00% | 434 | -136 | -23.9% | -$803 | 减仓 |
| EVCM | EVERCOMMERCE INC COM | $2,549 | 0.00% | 223 | -128 | -36.5% | -$1,463 | 减仓 |
| QXO | QXO INC COM NEW | $2,543 | 0.00% | 131 | 54 | 70.1% | $1,048 | 加仓 |
| — | DEFIANCE DAILY TARGET 2X LONG MSTR ETF | $2,542 | 0.00% | 130 | 130 | — | $2,542 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $2,541 | 0.00% | 722 | 344 | 91.0% | $1,211 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC COM | $2,533 | 0.00% | 299 | 221 | 283.3% | $1,872 | 加仓 |
| VSTM | VERASTEM INC COM NEW | $2,528 | 0.00% | 477 | 51 | 12.0% | $270 | 加仓 |
| FPI | FARMLAND PARTNERS INC COM | $2,526 | 0.00% | 225 | 122 | 118.4% | $1,370 | 加仓 |
| — | PRAIRIE OPER CO COM | $2,524 | 0.00% | 1,243 | 1,243 | — | $2,524 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $2,518 | 0.00% | 291 | 287 | 7,175.0% | $2,483 | 加仓 |
| RH | RH COM | $2,516 | 0.00% | 18 | 9 | 100.0% | $1,258 | 加仓 |
| — | AMES NATL CORP COM | $2,512 | 0.00% | 89 | 4 | 4.7% | $113 | 加仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $2,504 | 0.00% | 39 | 28 | 254.5% | $1,798 | 加仓 |
| OXM | OXFORD INDS INC COM | $2,504 | 0.00% | 65 | 29 | 80.6% | $1,117 | 加仓 |
| — | CVRX INC COM | $2,479 | 0.00% | 262 | 237 | 948.0% | $2,242 | 加仓 |
| RCKY | ROCKY BRANDS INC COM | $2,478 | 0.00% | 64 | 17 | 36.2% | $658 | 加仓 |
| FLY | FIREFLY AEROSPACE INC COM | $2,478 | 0.00% | 87 | 87 | — | $2,478 | 新建仓 |
| — | PERPETUALS.COM LTD SPONSORED ADS | $2,475 | 0.00% | 500 | -771 | -60.7% | -$3,816 | 减仓 |
| PKBK | PARKE BANCORP INC COM | $2,471 | 0.00% | 87 | 20 | 29.9% | $568 | 加仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $2,452 | 0.00% | 267 | 267 | — | $2,452 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $2,450 | 0.00% | 58 | -5 | -7.9% | -$211 | 减仓 |
| — | HUMACYTE INC COM | $2,447 | 0.00% | 4,033 | 3,505 | 663.8% | $2,127 | 重新持有 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $2,434 | 0.00% | 29 | 3 | 11.5% | $252 | 加仓 |
| ARIS | ARIS MINING CORPORATION COM | $2,434 | 0.00% | 131 | 131 | — | $2,434 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $2,419 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COMMON STOCK | $2,404 | 0.00% | 272 | -287 | -51.3% | -$2,537 | 减仓 |
| — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $2,400 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | MESOBLAST LTD SPONS ADR | $2,400 | 0.00% | 156 | 28 | 21.9% | $431 | 加仓 |
| OALC | ONEASCENT LARGE CAP CORE ETF | $2,399 | 0.00% | 70 | 60 | 600.0% | $2,056 | 重新持有 |
| CNXN | PC CONNECTION INC COM | $2,396 | 0.00% | 41 | -52 | -55.9% | -$3,039 | 减仓 |
| NMFC | NEW MTN FIN CORP COM | $2,390 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $2,380 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FSBC | FIVE STAR BANCORP COM | $2,377 | 0.00% | 63 | 12 | 23.5% | $453 | 加仓 |
| EVC | ENTRAVISION COMMUNICATIONS CP CL A | $2,376 | 0.00% | 800 | 14 | 1.8% | $42 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $2,363 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $2,359 | 0.00% | 153 | 11 | 7.7% | $170 | 加仓 |
| CERT | CERTARA INC COM | $2,355 | 0.00% | 413 | 306 | 286.0% | $1,745 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC COM | $2,347 | 0.00% | 120 | 30 | 33.3% | $587 | 加仓 |
| KE | KIMBALL ELECTRONICS INC COM | $2,346 | 0.00% | 99 | -21 | -17.5% | -$498 | 减仓 |
| HROW | HARROW INC COM | $2,327 | 0.00% | 66 | -41 | -38.3% | -$1,446 | 减仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | $2,326 | 0.00% | 65 | -220 | -77.2% | -$7,873 | 减仓 |
| SPT | SPROUT SOCIAL INC COM CL A | $2,326 | 0.00% | 408 | -286 | -41.2% | -$1,630 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $2,320 | 0.00% | 820 | 25 | 3.1% | $71 | 加仓 |
| — | SIDUS SPACE INC CL A COM NEW | $2,320 | 0.00% | 1,000 | 1,000 | — | $2,320 | 新建仓 |
| CWBC | COMMUNITY WEST BANCSHARES NEW COM | $2,306 | 0.00% | 99 | 22 | 28.6% | $512 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $2,301 | 0.00% | 360 | 123 | 51.9% | $786 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $2,296 | 0.00% | 781 | -370 | -32.1% | -$1,088 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $2,280 | 0.00% | 49 | 0 | 0.0% | — | 不变 |