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 |
|---|---|---|---|---|---|---|---|---|
| SFBS | SERVISFIRST BANCSHARES INC COM | $139.22万 | 0.04% | 19,116 | 8,836 | 86.0% | $64.35万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $139.02万 | 0.04% | 29,133 | 3,859 | 15.3% | $18.42万 | 加仓 |
| GLW | CORNING INC COM | $139.00万 | 0.04% | 10,223 | 1,351 | 15.2% | $18.37万 | 加仓 |
| EME | EMCOR GROUP INC COM | $138.43万 | 0.04% | 1,875 | 674 | 56.1% | $49.76万 | 加仓 |
| TER | TERADYNE INC COM | $138.15万 | 0.04% | 4,660 | 904 | 24.1% | $26.80万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $138.01万 | 0.04% | 4,339 | 1,056 | 32.2% | $33.59万 | 加仓 |
| ADBE | ADOBE INC COM | $137.45万 | 0.04% | 5,655 | 1,273 | 29.1% | $30.94万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $137.31万 | 0.04% | 9,366 | -26 | -0.3% | -$3,812 | 减仓 |
| QCOM | QUALCOMM INC COM | $137.00万 | 0.04% | 10,639 | 330 | 3.2% | $4.25万 | 加仓 |
| WELL | WELLTOWER INC COM | $135.31万 | 0.04% | 6,844 | 785 | 13.0% | $15.52万 | 加仓 |
| ARKK | ARK INNOVATION ETF | $133.91万 | 0.04% | 19,812 | 1,598 | 8.8% | $10.80万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $133.56万 | 0.04% | 6,303 | 883 | 16.3% | $18.71万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $133.15万 | 0.04% | 22,653 | 2,956 | 15.0% | $17.38万 | 加仓 |
| — | PGIM ULTRA SHORT MUNICIPAL BOND ETF | $132.18万 | 0.04% | 26,259 | 26,259 | — | $132.18万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $131.94万 | 0.04% | 2,684 | 935 | 53.5% | $45.96万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $131.40万 | 0.04% | 14,147 | 1,517 | 12.0% | $14.09万 | 加仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $131.28万 | 0.04% | 30,491 | 15,297 | 100.7% | $65.86万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $131.14万 | 0.04% | 14,206 | 197 | 1.4% | $1.82万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $129.35万 | 0.04% | 307 | 54 | 21.3% | $22.75万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $129.21万 | 0.04% | 2,095 | 345 | 19.7% | $21.28万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $129.05万 | 0.04% | 7,075 | -118 | -1.6% | -$2.15万 | 减仓 |
| ETN | EATON CORP PLC SHS | $128.87万 | 0.04% | 3,603 | 484 | 15.5% | $17.31万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $128.81万 | 0.04% | 7,774 | 6,861 | 751.5% | $113.68万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $128.21万 | 0.04% | 52,828 | -4,876 | -8.5% | -$11.83万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $127.69万 | 0.04% | 5,149 | 993 | 23.9% | $24.63万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $127.68万 | 0.04% | 10,271 | -1,761 | -14.6% | -$21.89万 | 减仓 |
| BLK | BLACKROCK INC COM | $127.46万 | 0.04% | 1,326 | 463 | 53.7% | $44.51万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $127.20万 | 0.04% | 3,999 | -477 | -10.7% | -$15.17万 | 减仓 |
| NOW | SERVICENOW INC COM | $126.25万 | 0.04% | 12,076 | 1,467 | 13.8% | $15.34万 | 加仓 |
| BA | BOEING CO COM | $126.16万 | 0.04% | 6,340 | 1,179 | 22.8% | $23.46万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $126.11万 | 0.04% | 4,391 | 404 | 10.1% | $11.60万 | 加仓 |
| — | NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF | $125.94万 | 0.04% | 49,677 | 49,677 | — | $125.94万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $125.82万 | 0.04% | 1,844 | 236 | 14.7% | $16.10万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $125.13万 | 0.04% | 6,080 | 715 | 13.3% | $14.72万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $123.49万 | 0.04% | 22,519 | 22,519 | — | $123.49万 | 新建仓 |
| INCY | INCYTE CORP COM | $123.01万 | 0.04% | 13,070 | -191 | -1.4% | -$1.80万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $122.39万 | 0.04% | 2,877 | 1,335 | 86.6% | $56.79万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $122.28万 | 0.04% | 6,449 | 1,432 | 28.5% | $27.15万 | 加仓 |
| CMI | CUMMINS INC COM | $122.22万 | 0.04% | 2,271 | 408 | 21.9% | $21.96万 | 加仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $121.48万 | 0.04% | 30,293 | 551 | 1.9% | $2.21万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $120.73万 | 0.04% | 3,081 | 879 | 39.9% | $34.44万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $120.68万 | 0.04% | 16,582 | -463 | -2.7% | -$3.37万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $119.29万 | 0.04% | 25,825 | 351 | 1.4% | $1.62万 | 加仓 |
| T | AT&T INC COM | $119.25万 | 0.04% | 41,135 | 9,303 | 29.2% | $26.97万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $118.62万 | 0.04% | 40,791 | -4,222 | -9.4% | -$12.28万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $118.39万 | 0.04% | 44,493 | -2,104 | -4.5% | -$5.60万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $115.27万 | 0.04% | 21,931 | 5,548 | 33.9% | $29.16万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $115.17万 | 0.04% | 25,812 | -379 | -1.4% | -$1.69万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $113.95万 | 0.03% | 45,398 | -2,400 | -5.0% | -$6.02万 | 减仓 |
| RY | ROYAL BK CDA COM | $113.25万 | 0.03% | 7,001 | 1,524 | 27.8% | $24.65万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $112.48万 | 0.03% | 44,025 | 4,924 | 12.6% | $12.58万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $112.44万 | 0.03% | 1,255 | 75 | 6.4% | $6.72万 | 加仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $111.29万 | 0.03% | 48,098 | 2,768 | 6.1% | $6.40万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $111.06万 | 0.03% | 11,343 | -115,804 | -91.1% | -$1,133.83万 | 减仓 |
| — | HONEYWELL INTL INC COM | $110.78万 | 0.03% | 4,901 | 1,580 | 47.6% | $35.71万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $110.64万 | 0.03% | 23,269 | 3,071 | 15.2% | $14.60万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $110.46万 | 0.03% | 22,315 | 10,679 | 91.8% | $52.86万 | 加仓 |
| YEAR | AB ULTRA SHORT INCOME ETF | $110.26万 | 0.03% | 21,845 | 7,974 | 57.5% | $40.25万 | 加仓 |
| SNDK | SANDISK CORP COM | $109.53万 | 0.03% | 1,724 | -1,052 | -37.9% | -$66.84万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $109.34万 | 0.03% | 16,447 | 2,130 | 14.9% | $14.16万 | 加仓 |
| — | 2X BITCOIN STRATEGY ETF | $109.08万 | 0.03% | 74,003 | 21,114 | 39.9% | $31.12万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $108.89万 | 0.03% | 8,623 | 309 | 3.7% | $3.90万 | 加仓 |
| TRGP | TARGA RES CORP COM | $107.95万 | 0.03% | 4,305 | 451 | 11.7% | $11.31万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $107.64万 | 0.03% | 8,967 | -15 | -0.2% | -$1,801 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $107.29万 | 0.03% | 20,168 | -599 | -2.9% | -$3.19万 | 减仓 |
| IIIV | I3 VERTICALS INC COM CL A | $106.49万 | 0.03% | 47,626 | 13,095 | 37.9% | $29.28万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $102.74万 | 0.03% | 31,030 | 24,570 | 380.3% | $81.35万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $102.71万 | 0.03% | 12,450 | 3,094 | 33.1% | $25.52万 | 加仓 |
| DIS | DISNEY WALT CO COM | $102.67万 | 0.03% | 10,652 | 2,796 | 35.6% | $26.95万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $102.58万 | 0.03% | 2,308 | 477 | 26.1% | $21.20万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $102.54万 | 0.03% | 41,432 | -6,166 | -13.0% | -$15.26万 | 减仓 |
| XLE | Energy Select Sector SPDR ETF | $102.32万 | 0.03% | 16,703 | -8,424 | -33.5% | -$51.61万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $102.08万 | 0.03% | 52,892 | 3,710 | 7.5% | $7.16万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $101.97万 | 0.03% | 9,095 | 8,176 | 889.7% | $91.66万 | 加仓 |
| FLJP | FRANKLIN FTSE JAPAN ETF | $101.22万 | 0.03% | 27,976 | 9,005 | 47.5% | $32.58万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $101.01万 | 0.03% | 8,507 | 2,163 | 34.1% | $25.68万 | 加仓 |
| TPR | TAPESTRY INC COM | $100.44万 | 0.03% | 7,118 | 344 | 5.1% | $4.85万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $100.13万 | 0.03% | 27,179 | 761 | 2.9% | $2.80万 | 加仓 |
| PFE | PFIZER INC COM | $99.95万 | 0.03% | 35,595 | 14,179 | 66.2% | $39.81万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $99.70万 | 0.03% | 2,889 | 956 | 49.5% | $32.99万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $99.48万 | 0.03% | 7,596 | 1,544 | 25.5% | $20.22万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $99.35万 | 0.03% | 6,504 | 2,681 | 70.1% | $40.95万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $98.31万 | 0.03% | 42,337 | 3,078 | 7.8% | $7.15万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $98.14万 | 0.03% | 12,354 | 469 | 3.9% | $3.73万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $97.96万 | 0.03% | 2,981 | 1,035 | 53.2% | $34.01万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $97.61万 | 0.03% | 39,184 | -1,594 | -3.9% | -$3.97万 | 减仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $97.57万 | 0.03% | 29,300 | -1,000 | -3.3% | -$3.33万 | 减仓 |
| PLD | PROLOGIS INC. COM | $97.50万 | 0.03% | 7,377 | 1,270 | 20.8% | $16.79万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $97.15万 | 0.03% | 5,646 | 1,667 | 41.9% | $28.68万 | 加仓 |
| CNC | CENTENE CORP DEL COM | $96.62万 | 0.03% | 29,511 | -5,716 | -16.2% | -$18.71万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $96.05万 | 0.03% | 8,695 | -3,032 | -25.9% | -$33.49万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $96.00万 | 0.03% | 26,830 | -3,630 | -11.9% | -$12.99万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $95.90万 | 0.03% | 2,080 | 195 | 10.3% | $8.99万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $95.77万 | 0.03% | 8,524 | 804 | 10.4% | $9.03万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $95.59万 | 0.03% | 4,024 | -387 | -8.8% | -$9.19万 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $95.27万 | 0.03% | 36,814 | 36,814 | — | $95.27万 | 新建仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $94.80万 | 0.03% | 34,915 | -2,986 | -7.9% | -$8.11万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $94.70万 | 0.03% | 6,021 | 1,007 | 20.1% | $15.84万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $94.62万 | 0.03% | 25,425 | 11,392 | 81.2% | $42.40万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $94.45万 | 0.03% | 6,777 | 864 | 14.6% | $12.04万 | 加仓 |