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 |
|---|---|---|---|---|---|---|---|---|
| — | EXPENSIFY INC COM CL A | $1,653 | 0.00% | 1,900 | 1,387 | 270.4% | $1,207 | 加仓 |
| — | RCI HOSPITALITY HLDGS INC COM | $1,642 | 0.00% | 72 | 50 | 227.3% | $1,140 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $1,639 | 0.00% | 93 | -9 | -8.8% | -$159 | 减仓 |
| SEPN | SEPTERNA INC COM | $1,634 | 0.00% | 68 | 5 | 7.9% | $120 | 加仓 |
| — | VOYAGER THERAPEUTICS INC COM | $1,626 | 0.00% | 421 | 136 | 47.7% | $525 | 加仓 |
| — | ENDAVA PLC ADS | $1,622 | 0.00% | 367 | -140 | -27.6% | -$619 | 减仓 |
| — | MEDIFAST INC COM | $1,621 | 0.00% | 159 | -22 | -12.2% | -$224 | 减仓 |
| — | SANARA MEDTECH INC COM | $1,616 | 0.00% | 94 | 93 | 9,300.0% | $1,599 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC COM | $1,612 | 0.00% | 23 | -7 | -23.3% | -$491 | 减仓 |
| KLC | KINDERCARE LEARNING COMPANIES COM | $1,609 | 0.00% | 731 | 643 | 730.7% | $1,415 | 加仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC COM | $1,602 | 0.00% | 119 | 9 | 8.2% | $121 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $1,597 | 0.00% | 78 | 28 | 56.0% | $573 | 加仓 |
| — | PALLADYNE AI CORP COM NEW | $1,596 | 0.00% | 263 | 263 | — | $1,596 | 新建仓 |
| — | KALVISTA PHARMACEUTICALS INC COM | $1,591 | 0.00% | 79 | -66 | -45.5% | -$1,329 | 减仓 |
| ATS | ATS CORPORATION COM | $1,580 | 0.00% | 56 | -13 | -18.8% | -$367 | 减仓 |
| — | MOBILICOM LTD ORD SHS NEW | $1,573 | 0.00% | 306 | -744 | -70.9% | -$3,825 | 减仓 |
| VMD | VIEMED HEALTHCARE INC COM | $1,566 | 0.00% | 170 | 138 | 431.2% | $1,271 | 加仓 |
| — | VANECK STEEL ETF | $1,561 | 0.00% | 17 | 17 | — | $1,561 | 新建仓 |
| — | ARQ INC COM | $1,557 | 0.00% | 608 | 490 | 415.3% | $1,255 | 加仓 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $1,556 | 0.00% | 253 | 247 | 4,116.7% | $1,519 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $1,555 | 0.00% | 46 | 12 | 35.3% | $406 | 加仓 |
| PRTA | PROTHENA CORP PLC SHS | $1,555 | 0.00% | 160 | 70 | 77.8% | $680 | 加仓 |
| PNTG | PENNANT GROUP INC COM | $1,554 | 0.00% | 51 | 28 | 121.7% | $853 | 加仓 |
| — | AMERICAN VANGUARD CORP COM | $1,553 | 0.00% | 624 | -136 | -17.9% | -$338 | 减仓 |
| — | GAMESQUARE HLDGS INC COM | $1,553 | 0.00% | 5,750 | 3,485 | 153.9% | $941 | 加仓 |
| EWG | ISHARES MSCI GERMANY ETF | $1,547 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME COM | $1,541 | 0.00% | 55 | 12 | 27.9% | $336 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $1,539 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IPX | IPERIONX LTD SPONSORED ADS | $1,536 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC COM NEW | $1,526 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $1,525 | 0.00% | 102 | 10 | 10.9% | $150 | 加仓 |
| CCB | COASTAL FINL CORP WA COM NEW | $1,522 | 0.00% | 20 | -280 | -93.3% | -$2.13万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL COM | $1,522 | 0.00% | 274 | 234 | 585.0% | $1,300 | 加仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD SHS | $1,516 | 0.00% | 76 | 11 | 16.9% | $219 | 加仓 |
| OSCR | OSCAR HEALTH INC CL A | $1,501 | 0.00% | 131 | -1,949 | -93.7% | -$2.23万 | 减仓 |
| DC | DAKOTA GOLD CORP COM | $1,500 | 0.00% | 297 | 25 | 9.2% | $126 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1,500 | 0.00% | 76 | 2 | 2.7% | $39 | 加仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $1,494 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| ANGO | ANGIODYNAMICS INC COM | $1,490 | 0.00% | 131 | -158 | -54.7% | -$1,797 | 减仓 |
| — | PIONEER BANCORP INC MD COM | $1,489 | 0.00% | 107 | 6 | 5.9% | $83 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $1,488 | 0.00% | 93 | -108 | -53.7% | -$1,728 | 减仓 |
| — | DEFINITIVE HEALTHCARE CORP CLASS A COM | $1,481 | 0.00% | 1,204 | 652 | 118.1% | $802 | 加仓 |
| PKOH | PARK-OHIO HLDGS CORP COM | $1,467 | 0.00% | 61 | 14 | 29.8% | $337 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC COM | $1,463 | 0.00% | 160 | -5 | -3.0% | -$46 | 减仓 |
| SYBT | STOCK YDS BANCORP INC COM | $1,458 | 0.00% | 22 | 15 | 214.3% | $994 | 加仓 |
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | $1,453 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | NET POWER INC COM CL A | $1,447 | 0.00% | 928 | 781 | 531.3% | $1,218 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $1,436 | 0.00% | 40 | 40 | — | $1,436 | 新建仓 |
| CCNE | CNB FINL CORP PA COM | $1,419 | 0.00% | 49 | -66 | -57.4% | -$1,911 | 减仓 |
| — | BRC INC COM CL A | $1,419 | 0.00% | 1,829 | 1,257 | 219.8% | $975 | 加仓 |
| CSIQ | CANADIAN SOLAR INC COM | $1,413 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC COM NEW | $1,404 | 0.00% | 512 | 262 | 104.8% | $718 | 加仓 |
| ICHR | ICHOR HOLDINGS SHS | $1,399 | 0.00% | 30 | 12 | 66.7% | $560 | 加仓 |
| — | LANDS END INC NEW COM | $1,394 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC COM | $1,389 | 0.00% | 235 | 153 | 186.6% | $904 | 加仓 |
| — | MICROVISION INC DEL COM NEW | $1,387 | 0.00% | 2,161 | 1,868 | 637.5% | $1,199 | 加仓 |
| DQ | DAQO NEW ENERGY CORP SPNSRD ADS NEW | $1,382 | 0.00% | 65 | -4 | -5.8% | -$85 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC COM CL A1 | $1,376 | 0.00% | 126 | -24 | -16.0% | -$262 | 减仓 |
| — | DOCGO INC COM | $1,376 | 0.00% | 2,186 | 1,722 | 371.1% | $1,084 | 加仓 |
| PAR | PAR TECHNOLOGY CORP COM | $1,373 | 0.00% | 103 | 15 | 17.0% | $200 | 重新持有 |
| OMER | OMEROS CORP COM | $1,372 | 0.00% | 130 | 15 | 13.0% | $158 | 加仓 |
| ODC | OIL DRI CORP AMER COM | $1,367 | 0.00% | 21 | 2 | 10.5% | $130 | 加仓 |
| — | EAGLE BANCORP MONT INC COM | $1,358 | 0.00% | 66 | 7 | 11.9% | $144 | 加仓 |
| — | KULR TECHNOLOGY GROUP INC COM | $1,343 | 0.00% | 567 | 567 | — | $1,343 | 新建仓 |
| PI | IMPINJ INC COM | $1,336 | 0.00% | 13 | -6 | -31.6% | -$617 | 减仓 |
| — | AIRO GROUP HLDGS INC COM | $1,323 | 0.00% | 174 | 168 | 2,800.0% | $1,277 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $1,322 | 0.00% | 751 | 117 | 18.5% | $206 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,321 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | BV FINL INC COM NEW | $1,301 | 0.00% | 68 | 2 | 3.0% | $38 | 加仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE VA COM | $1,299 | 0.00% | 34 | 1 | 3.0% | $38 | 加仓 |
| RDNW | RIDENOW GROUP INC COM CL B | $1,299 | 0.00% | 184 | -14 | -7.1% | -$99 | 减仓 |
| — | EHEALTH INC COM | $1,295 | 0.00% | 1,004 | 686 | 215.7% | $885 | 加仓 |
| DDD | 3D SYS CORP DEL COM NEW | $1,294 | 0.00% | 688 | 688 | — | $1,294 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC COM NEW | $1,290 | 0.00% | 98 | 3 | 3.2% | $39 | 加仓 |
| FVCB | FVCBANKCORP INC COM | $1,290 | 0.00% | 85 | 12 | 16.4% | $182 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1,287 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | BARK INC COM NEW | $1,286 | 0.00% | 2,538 | 2,538 | — | $1,286 | 新建仓 |
| CVLG | COVENANT LOGISTICS GROUP INC CL A | $1,277 | 0.00% | 47 | 20 | 74.1% | $543 | 加仓 |
| — | OPTIMIZERX CORP COM NEW | $1,276 | 0.00% | 203 | 174 | 600.0% | $1,094 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $1,276 | 0.00% | 35 | 33 | 1,650.0% | $1,203 | 加仓 |
| — | AMERICAS CAR-MART INC COM | $1,273 | 0.00% | 100 | 25 | 33.3% | $318 | 加仓 |
| — | CARDLYTICS INC COM | $1,268 | 0.00% | 1,208 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NEW | $1,264 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC COM | $1,261 | 0.00% | 88 | 78 | 780.0% | $1,118 | 加仓 |
| EXTR | EXTREME NETWORKS INC COM | $1,252 | 0.00% | 83 | -177 | -68.1% | -$2,670 | 减仓 |
| SMRT | SMARTRENT INC COM CL A | $1,248 | 0.00% | 832 | -549 | -39.8% | -$824 | 减仓 |
| — | VOC ENERGY TR TR UNIT | $1,246 | 0.00% | 360 | 180 | 100.0% | $623 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $1,233 | 0.00% | 261 | 90 | 52.6% | $425 | 加仓 |
| MYFW | FIRST WESTN FINL INC COM | $1,230 | 0.00% | 50 | 2 | 4.2% | $49 | 加仓 |
| — | AMBER INTL HLDG LTD SPON ADS NEW | $1,228 | 0.00% | 520 | -193 | -27.1% | -$456 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $1,222 | 0.00% | 22 | 11 | 100.0% | $611 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $1,215 | 0.00% | 47 | 47 | — | $1,215 | 新建仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1,214 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | NERDY INC CL A COM | $1,211 | 0.00% | 1,482 | 1,183 | 395.7% | $967 | 加仓 |
| — | SKILLSOFT CORP CL A | $1,210 | 0.00% | 282 | 257 | 1,028.0% | $1,103 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $1,209 | 0.00% | 37 | 33 | 825.0% | $1,078 | 加仓 |
| TH | TARGET HOSPITALITY CORP COM | $1,207 | 0.00% | 130 | 19 | 17.1% | $176 | 加仓 |
| OMFS | INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF | $1,206 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HYFI | AB HIGH YIELD ETF | $1,197 | 0.00% | 32 | -10 | -23.8% | -$374 | 减仓 |
| — | SWK HLDGS CORP COM NEW | $1,191 | 0.00% | 70 | -2 | -2.8% | -$34 | 减仓 |