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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES MSCI INDIA ETF | $1,171 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC COM | $1,165 | 0.00% | 135 | -28 | -17.2% | -$242 | 减仓 |
| — | PRIMEENERGY RESOURCES CORP COM | $1,164 | 0.00% | 5 | -2 | -28.6% | -$466 | 重新持有 |
| — | GLOBAL X FINTECH ETF | $1,155 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC COM | $1,144 | 0.00% | 1,817 | 1,119 | 160.3% | $705 | 加仓 |
| STVN | STEVANATO GROUP S P A ORD SHS | $1,142 | 0.00% | 83 | -1,022 | -92.5% | -$1.41万 | 减仓 |
| CMTG | CLAROS MTG TR INC COMMON STOCK | $1,142 | 0.00% | 480 | -374 | -43.8% | -$890 | 减仓 |
| — | CREXENDO INC COM | $1,142 | 0.00% | 185 | 176 | 1,955.6% | $1,086 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $1,140 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $1,137 | 0.00% | 646 | 646 | — | $1,137 | 新建仓 |
| — | AARDVARK THERAPEUTICS INC COM | $1,135 | 0.00% | 301 | 241 | 401.7% | $909 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $1,132 | 0.00% | 30 | 7 | 30.4% | $264 | 加仓 |
| — | NL INDS INC COM NEW | $1,131 | 0.00% | 194 | -2 | -1.0% | -$12 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1,129 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X E-COMMERCE ETF | $1,124 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC COM | $1,123 | 0.00% | 25 | -19 | -43.2% | -$853 | 减仓 |
| — | GREENE CNTY BANCORP INC COM | $1,120 | 0.00% | 50 | 24 | 92.3% | $538 | 加仓 |
| FSTR | FOSTER L B CO COM | $1,117 | 0.00% | 40 | 26 | 185.7% | $726 | 加仓 |
| STRZ | STARZ ENTERTAINMENT CORP. COM | $1,116 | 0.00% | 97 | 85 | 708.3% | $978 | 加仓 |
| — | PRINCETON BANCORP INC COM | $1,114 | 0.00% | 33 | 5 | 17.9% | $169 | 加仓 |
| FENC | FENNEC PHARMACEUTICALS INC COM | $1,107 | 0.00% | 180 | 45 | 33.3% | $277 | 加仓 |
| — | FEDERATED HERMES ENHANCED INCOME ETF | $1,103 | 0.00% | 21 | 1 | 5.0% | $53 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $1,102 | 0.00% | 237 | 179 | 308.6% | $832 | 加仓 |
| PSNL | PERSONALIS INC COM | $1,096 | 0.00% | 172 | 7 | 4.2% | $45 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1,094 | 0.00% | 10 | -13 | -56.5% | -$1,422 | 减仓 |
| HIPO | HIPPO HLDGS INC COM NEW | $1,094 | 0.00% | 42 | 17 | 68.0% | $443 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $1,094 | 0.00% | 269 | 200 | 289.9% | $813 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $1,093 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | RITHM PPTY TR INC COM NEW SHS | $1,084 | 0.00% | 81 | 14 | 20.9% | $187 | 加仓 |
| — | SIGA TECHNOLOGIES INC COM | $1,081 | 0.00% | 202 | -113 | -35.9% | -$605 | 减仓 |
| URTH | ISHARES MSCI WORLD ETF | $1,080 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | TUCOWS INC COM NEW | $1,080 | 0.00% | 63 | 34 | 117.2% | $583 | 加仓 |
| — | CLARUS CORP NEW COM | $1,079 | 0.00% | 397 | 103 | 35.0% | $280 | 加仓 |
| — | KALTURA INC COM | $1,079 | 0.00% | 885 | 551 | 165.0% | $672 | 加仓 |
| ADV | ADVANTAGE SOLUTIONS INC COM NEW CL A | $1,078 | 0.00% | 51 | 51 | — | $1,078 | 新建仓 |
| AURA | AURA BIOSCIENCES INC COM | $1,077 | 0.00% | 161 | -127 | -44.1% | -$850 | 减仓 |
| — | EPSILON ENERGY LTD COM | $1,077 | 0.00% | 175 | 23 | 15.1% | $142 | 加仓 |
| — | NEXTNRG INC COM | $1,077 | 0.00% | 2,693 | 2,577 | 2,221.6% | $1,031 | 加仓 |
| VYX | NCR VOYIX CORPORATION COM | $1,070 | 0.00% | 169 | -10 | -5.6% | -$63 | 减仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $1,065 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC COM | $1,060 | 0.00% | 938 | 857 | 1,058.0% | $968 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP COM | $1,059 | 0.00% | 36 | 10 | 38.5% | $294 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $1,056 | 0.00% | 134 | 39 | 41.1% | $307 | 加仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $1,054 | 0.00% | 1,328 | 738 | 125.1% | $586 | 加仓 |
| — | AVITA MEDICAL INC COM | $1,050 | 0.00% | 284 | 208 | 273.7% | $769 | 重新持有 |
| PACK | RANPAK HOLDINGS CORP COM CL A | $1,042 | 0.00% | 292 | 178 | 156.1% | $635 | 加仓 |
| — | HAFNIA LTD SHS | $1,041 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1,037 | 0.00% | 12 | 12 | — | $1,037 | 新建仓 |
| KBWB | INVESCO KBW BANK ETF | $1,035 | 0.00% | 13 | 13 | — | $1,035 | 新建仓 |
| — | LCNB CORP COM | $1,029 | 0.00% | 66 | 19 | 40.4% | $296 | 加仓 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $1,019 | 0.00% | 91 | 86 | 1,720.0% | $963 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP COM | $1,013 | 0.00% | 90 | -15 | -14.3% | -$169 | 减仓 |
| — | TILRAY BRANDS INC COM | $1,010 | 0.00% | 156 | 154 | 7,700.0% | $997 | 加仓 |
| — | NATHANS FAMOUS INC COM | $1,008 | 0.00% | 10 | 8 | 400.0% | $806 | 加仓 |
| — | FORRESTER RESH INC COM | $990 | 0.00% | 175 | 66 | 60.6% | $373 | 加仓 |
| MG | MISTRAS GROUP INC COM | $990 | 0.00% | 67 | 9 | 15.5% | $133 | 加仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $986 | 0.00% | 205 | 21 | 11.4% | $101 | 加仓 |
| — | TREACE MED CONCEPTS INC COM | $985 | 0.00% | 735 | 710 | 2,840.0% | $951 | 加仓 |
| — | SIGHT SCIENCES INC COM | $984 | 0.00% | 261 | 49 | 23.1% | $185 | 加仓 |
| — | ARES COML REAL ESTATE CORP COM | $984 | 0.00% | 205 | 74 | 56.5% | $355 | 加仓 |
| — | MAXCYTE INC COM | $980 | 0.00% | 1,395 | 619 | 79.8% | $435 | 加仓 |
| TRC | TEJON RANCH CO COM | $980 | 0.00% | 52 | -21 | -28.8% | -$396 | 减仓 |
| PLBC | PLUMAS BANCORP COM | $977 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC COM SHS | $973 | 0.00% | 17 | -44 | -72.1% | -$2,518 | 减仓 |
| — | PSQ HOLDINGS INC CL A | $966 | 0.00% | 1,822 | 598 | 48.9% | $317 | 加仓 |
| GEF/B | GREIF INC CL B | $964 | 0.00% | 11 | 5 | 83.3% | $438 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC COM | $961 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP COM | $957 | 0.00% | 271 | -546 | -66.8% | -$1,928 | 减仓 |
| — | SKINHEALTH SYSTEMS INC COM CL A | $956 | 0.00% | 1,073 | -1,296 | -54.7% | -$1,155 | 减仓 |
| — | LOANDEPOT INC COM CL A | $952 | 0.00% | 671 | 536 | 397.0% | $760 | 加仓 |
| — | KINGSWAY FINL SVCS INC COM NEW | $949 | 0.00% | 91 | -16 | -15.0% | -$167 | 减仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $946 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC COM NEW | $942 | 0.00% | 124 | 119 | 2,380.0% | $904 | 加仓 |
| — | SENSEONICS HLDGS INC COM | $939 | 0.00% | 141 | 141 | — | $939 | 新建仓 |
| ETON | ETON PHARMACEUTICALS INC COM | $938 | 0.00% | 38 | 38 | — | $938 | 新建仓 |
| RM | REGIONAL MGMT CORP COM | $937 | 0.00% | 29 | -3 | -9.4% | -$97 | 减仓 |
| — | RIVERVIEW BANCORP INC COM | $936 | 0.00% | 170 | 4 | 2.4% | $22 | 加仓 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $930 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ASLE | AERSALE CORPORATION COM | $927 | 0.00% | 149 | -7 | -4.5% | -$44 | 减仓 |
| CURV | TORRID HLDGS INC COM | $926 | 0.00% | 520 | 335 | 181.1% | $597 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $923 | 0.00% | 139 | 19 | 15.8% | $126 | 加仓 |
| SION | SIONNA THERAPEUTICS INC COM | $922 | 0.00% | 23 | 3 | 15.0% | $120 | 加仓 |
| — | AGORA INC ADS | $920 | 0.00% | 260 | 101 | 63.5% | $357 | 加仓 |
| — | JOINT CORP COM | $920 | 0.00% | 104 | 62 | 147.6% | $548 | 加仓 |
| — | AGENUS INC COM NEW | $915 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $912 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CENTRAL PUERTO S A SPONSORED ADR | $909 | 0.00% | 54 | -20 | -27.0% | -$337 | 减仓 |
| ACH | ACCENDRA HEALTH INC COM | $907 | 0.00% | 398 | -382 | -49.0% | -$871 | 减仓 |
| — | MARKETWISE INC COM NEW CL A | $899 | 0.00% | 48 | 5 | 11.6% | $94 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $897 | 0.00% | 227 | -507 | -69.1% | -$2,003 | 减仓 |
| — | MYOMO INC COM NEW | $897 | 0.00% | 1,327 | 1,101 | 487.2% | $744 | 加仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $890 | 0.00% | 49 | -135 | -73.4% | -$2,452 | 减仓 |
| NGNE | NEUROGENE INC COM | $888 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | LIFEMD INC COM | $888 | 0.00% | 246 | 75 | 43.9% | $271 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | $886 | 0.00% | 59 | 59 | — | $886 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC COM | $883 | 0.00% | 18 | 2 | 12.5% | $98 | 加仓 |
| SLDE | SLIDE INS HLDGS INC COM | $882 | 0.00% | 49 | -8 | -14.0% | -$144 | 减仓 |
| WOLF | WOLFSPEED INC COM | $881 | 0.00% | 54 | 29 | 116.0% | $473 | 加仓 |
| CLPT | CLEARPOINT NEURO INC COM | $873 | 0.00% | 96 | 91 | 1,820.0% | $828 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NEW COM | $873 | 0.00% | 7 | 7 | — | $873 | 新建仓 |