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 |
|---|---|---|---|---|---|---|---|---|
| BNTC | BENITEC BIOPHARMA INC COM NEW | $2,269 | 0.00% | 213 | 213 | — | $2,269 | 新建仓 |
| OCGN | OCUGEN INC COM | $2,263 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $2,262 | 0.00% | 80 | -174 | -68.5% | -$4,920 | 减仓 |
| NXE | NEXGEN ENERGY LTD COM | $2,262 | 0.00% | 195 | -275 | -58.5% | -$3,190 | 减仓 |
| HCKT | HACKETT GROUP INC COM | $2,237 | 0.00% | 172 | 156 | 975.0% | $2,029 | 加仓 |
| PMT | PENNYMAC MTG INVT TR COM | $2,227 | 0.00% | 191 | -201 | -51.3% | -$2,344 | 减仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $2,226 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $2,220 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $2,216 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP COM NEW | $2,216 | 0.00% | 1,231 | 1,057 | 607.5% | $1,903 | 加仓 |
| IRMD | IRADIMED CORP COM | $2,214 | 0.00% | 23 | -109 | -82.6% | -$1.05万 | 减仓 |
| MCBS | METROCITY BANKSHARES INC COM | $2,208 | 0.00% | 77 | -15 | -16.3% | -$430 | 减仓 |
| — | OSPREY BITCOIN TRUST | $2,182 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $2,177 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC COM | $2,160 | 0.00% | 36 | 18 | 100.0% | $1,080 | 加仓 |
| — | KNOW LABS INC COM NEW | $2,156 | 0.00% | 5,583 | 0 | 0.0% | — | 不变 |
| — | ECO WAVE POWER GLOBAL AB SPONSORED ADS | $2,148 | 0.00% | 341 | -324 | -48.7% | -$2,041 | 减仓 |
| — | GAMBLING COM GROUP LIMITED ORDINARY SHARES | $2,146 | 0.00% | 553 | 322 | 139.4% | $1,250 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $2,143 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $2,139 | 0.00% | 116 | 1 | 0.9% | $18 | 加仓 |
| — | SPIRE GLOBAL INC COM CL A NEW | $2,127 | 0.00% | 169 | 164 | 3,280.0% | $2,064 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $2,123 | 0.00% | 856 | 268 | 45.6% | $665 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $2,118 | 0.00% | 168 | -25 | -13.0% | -$315 | 减仓 |
| ERII | ENERGY RECOVERY INC COM | $2,115 | 0.00% | 210 | 169 | 412.2% | $1,702 | 加仓 |
| UTMD | UTAH MED PRODS INC COM | $2,108 | 0.00% | 34 | -28 | -45.2% | -$1,736 | 减仓 |
| WBTN | WEBTOON ENTMT INC COM | $2,105 | 0.00% | 229 | 176 | 332.1% | $1,618 | 加仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $2,088 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | TUHURA BIOSCIENCES INC COM | $2,088 | 0.00% | 1,167 | 1,102 | 1,695.4% | $1,972 | 加仓 |
| DYN | DYNE THERAPEUTICS INC COM | $2,084 | 0.00% | 115 | 18 | 18.6% | $326 | 加仓 |
| — | CF BANKSHARES INC COM | $2,066 | 0.00% | 74 | 20 | 37.0% | $558 | 加仓 |
| MDXG | MIMEDX GROUP INC COM | $2,066 | 0.00% | 523 | 352 | 205.8% | $1,391 | 加仓 |
| — | COMMERCIAL VEH GROUP INC COM | $2,057 | 0.00% | 603 | -114 | -15.9% | -$389 | 减仓 |
| TRNS | TRANSCAT INC COM | $2,056 | 0.00% | 28 | 14 | 100.0% | $1,028 | 加仓 |
| NEXN | NEXXEN INTL LTD SHS NEW | $2,054 | 0.00% | 315 | -108 | -25.5% | -$704 | 减仓 |
| NTGR | NETGEAR INC COM | $2,053 | 0.00% | 94 | -25 | -21.0% | -$546 | 减仓 |
| CHMG | CHEMUNG FINL CORP COM | $2,044 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC COM | $2,035 | 0.00% | 533 | 435 | 443.9% | $1,661 | 加仓 |
| HLLY | HOLLEY INC COM | $2,033 | 0.00% | 662 | -80 | -10.8% | -$246 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $2,025 | 0.00% | 26 | 7 | 36.8% | $545 | 加仓 |
| GEVO | GEVO INC COM PAR | $2,020 | 0.00% | 740 | 26 | 3.6% | $71 | 加仓 |
| UPB | UPSTREAM BIO INC COM | $1,998 | 0.00% | 222 | -60 | -21.3% | -$540 | 减仓 |
| — | AMERICAN WOODMARK CORP COM | $1,992 | 0.00% | 50 | -66 | -56.9% | -$2,629 | 减仓 |
| BRCB | BLACK ROCK COFFEE BAR INC CL A | $1,990 | 0.00% | 154 | 154 | — | $1,990 | 新建仓 |
| — | THE REAL BROKERAGE INC COM NEW | $1,977 | 0.00% | 790 | 723 | 1,079.1% | $1,809 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY | $1,975 | 0.00% | 80 | -20 | -20.0% | -$494 | 减仓 |
| SRI | STONERIDGE INC COM | $1,961 | 0.00% | 406 | -10 | -2.4% | -$48 | 减仓 |
| — | FINWARD BANCORP COM | $1,961 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC COM CL A | $1,959 | 0.00% | 44 | 30 | 214.3% | $1,336 | 加仓 |
| — | GOSSAMER BIO INC COM | $1,957 | 0.00% | 5,957 | 5,302 | 809.5% | $1,742 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC CL A | $1,956 | 0.00% | 376 | -178 | -32.1% | -$926 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS COM NEW | $1,953 | 0.00% | 208 | -5 | -2.3% | -$47 | 减仓 |
| GOOS | CANADA GOOSE HLDGS INC SHS SUB VTG | $1,952 | 0.00% | 178 | 159 | 836.8% | $1,744 | 加仓 |
| MAMA | MAMAS CREATIONS INC COM | $1,948 | 0.00% | 127 | 1 | 0.8% | $15 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $1,948 | 0.00% | 363 | 173 | 91.1% | $928 | 加仓 |
| QURE | UNIQURE NV SHS | $1,946 | 0.00% | 119 | 10 | 9.2% | $164 | 加仓 |
| INOD | INNODATA INC COM NEW | $1,933 | 0.00% | 50 | 8 | 19.0% | $309 | 加仓 |
| — | SES AI CORPORATION CL A COM | $1,927 | 0.00% | 2,003 | -1,010 | -33.5% | -$972 | 减仓 |
| EYPT | EYEPOINT INC COM NEW | $1,921 | 0.00% | 149 | 8 | 5.7% | $103 | 加仓 |
| — | FRANKLIN ETHEREUM ETF | $1,920 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| GRPN | GROUPON INC COM NEW | $1,916 | 0.00% | 161 | 116 | 257.8% | $1,380 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC COM | $1,915 | 0.00% | 98 | 25 | 34.2% | $489 | 加仓 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $1,911 | 0.00% | 371 | 125 | 50.8% | $644 | 加仓 |
| ALEC | ALECTOR INC COM | $1,907 | 0.00% | 887 | 383 | 76.0% | $823 | 加仓 |
| FIG | FIGMA INC CLASS A COM STK | $1,902 | 0.00% | 90 | 62 | 221.4% | $1,310 | 加仓 |
| BBLU | EA BRIDGEWAY BLUE CHIP ETF | $1,898 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| VEL | VELOCITY FINL INC COM | $1,881 | 0.00% | 104 | -59 | -36.2% | -$1,067 | 减仓 |
| COTY | COTY INC COM CL A | $1,874 | 0.00% | 932 | 790 | 556.3% | $1,588 | 加仓 |
| CSV | CARRIAGE SVCS INC COM | $1,872 | 0.00% | 41 | -65 | -61.3% | -$2,968 | 减仓 |
| NPB | NORTHPOINTE BANCSHARES INC. COM SHS | $1,864 | 0.00% | 108 | 12 | 12.5% | $207 | 加仓 |
| — | LINKBANCORP INC COM | $1,859 | 0.00% | 223 | 54 | 32.0% | $450 | 加仓 |
| BITO | PROSHARES BITCOIN ETF | $1,853 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| — | XOMA ROYALTY CORPORATION COM NEW | $1,850 | 0.00% | 59 | -10 | -14.5% | -$314 | 减仓 |
| PONY | PONY AI INC SPONSORED ADS | $1,850 | 0.00% | 196 | 178 | 988.9% | $1,680 | 重新持有 |
| JMSB | JOHN MARSHALL BANCORP INC COM | $1,845 | 0.00% | 91 | -1 | -1.1% | -$20 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $1,833 | 0.00% | 20 | 5 | 33.3% | $458 | 加仓 |
| QDEL | QUIDELORTHO CORP COM | $1,824 | 0.00% | 111 | 105 | 1,750.0% | $1,725 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $1,818 | 0.00% | 297 | -1,045 | -77.9% | -$6,397 | 减仓 |
| IMRX | IMMUNEERING CORP CLASS A COM | $1,818 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC COM | $1,815 | 0.00% | 905 | 406 | 81.4% | $814 | 重新持有 |
| ROOT | ROOT INC CL A NEW | $1,811 | 0.00% | 41 | 38 | 1,266.7% | $1,678 | 重新持有 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $1,789 | 0.00% | 477 | 19 | 4.1% | $71 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $1,785 | 0.00% | 221 | 54 | 32.3% | $436 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD CLASS A | $1,782 | 0.00% | 103 | -1,483 | -93.5% | -$2.57万 | 减仓 |
| — | FRANKLIN BITCOIN ETF | $1,778 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | ISHARES LITHIUM MINERS AND PRODUCERS ETF | $1,758 | 0.00% | 102 | 102 | — | $1,758 | 新建仓 |
| — | PACER METAURUS NASDAQ 100 DIVIDEND MULTIPLIER 600 ETF | $1,752 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W CO OHIO CL A NEW | $1,751 | 0.00% | 471 | -996 | -67.9% | -$3,703 | 减仓 |
| — | DIGIMARC CORP NEW COM | $1,748 | 0.00% | 356 | 332 | 1,383.3% | $1,630 | 加仓 |
| JACK | JACK IN THE BOX INC COM | $1,740 | 0.00% | 180 | -255 | -58.6% | -$2,465 | 减仓 |
| BHC | BAUSCH HEALTH COS INC COM | $1,733 | 0.00% | 321 | 125 | 63.8% | $675 | 加仓 |
| ADEA | ADEIA INC COM | $1,729 | 0.00% | 72 | 66 | 1,100.0% | $1,585 | 加仓 |
| BSVN | BANK7 CORP COM | $1,715 | 0.00% | 43 | 2 | 4.9% | $80 | 加仓 |
| VCEL | VERICEL CORP COM | $1,704 | 0.00% | 53 | 52 | 5,200.0% | $1,672 | 加仓 |
| — | GRUPO SIMEC SAB DE C V ADR | $1,702 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP COM | $1,702 | 0.00% | 10 | 1 | 11.1% | $170 | 加仓 |
| FLOC | FLOWCO HLDGS INC COM CL A | $1,690 | 0.00% | 82 | 3 | 3.8% | $62 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP CL A | $1,684 | 0.00% | 671 | 641 | 2,136.7% | $1,609 | 重新持有 |
| XPEL | XPEL INC COM | $1,682 | 0.00% | 38 | 19 | 100.0% | $841 | 加仓 |
| BHE | BENCHMARK ELECTRS INC COM | $1,682 | 0.00% | 30 | 20 | 200.0% | $1,121 | 加仓 |
| CDXS | CODEXIS INC COM | $1,656 | 0.00% | 1,016 | 674 | 197.1% | $1,099 | 重新持有 |