EverSource Wealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710537
$29.69亿2026Q2 申报市值
4,389持仓数
20.3%前十大占比 · 第一大 3.7%
208 / 218新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IWO 加仓+$1,162.34万
POOL 加仓+$780.38万
USIG 加仓+$606.25万
CGCP 加仓+$571.74万
XOM 新建仓+$550.71万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$7,853.16万
VEA 减仓-$6,772.86万
VTV 减仓-$5,710.24万
PRAXIS IMPACT LA 减仓-$3,472.33万
PRAXIS IMPACT LA 减仓-$3,213.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $129.69万 | 0.04% | 27,356 | 4,087 | 17.6% | $19.38万 | 加仓 |
| CMI | CUMMINS INC COM | $128.61万 | 0.04% | 1,803 | -468 | -20.6% | -$33.38万 | 减仓 |
| EME | EMCOR GROUP INC COM | $128.22万 | 0.04% | 1,545 | -330 | -17.6% | -$27.39万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $128.07万 | 0.04% | 7,496 | 7,496 | — | $128.07万 | 新建仓 |
| — | NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF | $126.81万 | 0.04% | 49,728 | 51 | 0.1% | $1,301 | 加仓 |
| MCD | MCDONALDS CORP COM | $126.60万 | 0.04% | 4,683 | -1,094 | -18.9% | -$29.58万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $126.25万 | 0.04% | 1,795 | -300 | -14.3% | -$21.10万 | 减仓 |
| FTI | TECHNIPFMC PLC COM | $125.10万 | 0.04% | 18,868 | -4,275 | -18.5% | -$28.34万 | 减仓 |
| FTNT | FORTINET INC COM | $124.85万 | 0.04% | 8,127 | -2,002 | -19.8% | -$30.76万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $124.22万 | 0.04% | 1,270 | 15 | 1.2% | $1.47万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $122.10万 | 0.04% | 42,163 | -3,235 | -7.1% | -$9.37万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $121.67万 | 0.04% | 3,435 | -885 | -20.5% | -$31.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $121.00万 | 0.04% | 13,786 | -361 | -2.6% | -$3.17万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $120.93万 | 0.04% | 3,305 | -694 | -17.4% | -$25.39万 | 减仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $120.53万 | 0.04% | 15,036 | 1,601 | 11.9% | $12.83万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $120.41万 | 0.04% | 12,856 | -3,591 | -21.8% | -$33.63万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $119.00万 | 0.04% | 5,584 | -3,834 | -40.7% | -$81.71万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $118.73万 | 0.04% | 32,862 | -7,929 | -19.4% | -$28.65万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $118.67万 | 0.04% | 29,499 | 366 | 1.3% | $1.47万 | 加仓 |
| PCG | PG&E CORP COM | $116.71万 | 0.04% | 69,390 | -19,908 | -22.3% | -$33.49万 | 减仓 |
| PEP | PEPSICO INC COM | $116.69万 | 0.04% | 8,618 | -4,636 | -35.0% | -$62.77万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $116.58万 | 0.04% | 6,994 | -1,815 | -20.6% | -$30.25万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $115.81万 | 0.04% | 3,854 | -1,295 | -25.2% | -$38.91万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $114.98万 | 0.04% | 47,629 | -5,199 | -9.8% | -$12.55万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $114.84万 | 0.04% | 7,238 | -2,128 | -22.7% | -$33.76万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $114.59万 | 0.04% | 11,669 | -7,163 | -38.0% | -$70.34万 | 减仓 |
| AFL | AFLAC INC COM | $114.56万 | 0.04% | 9,771 | -8,060 | -45.2% | -$94.50万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $114.39万 | 0.04% | 5,038 | -2,131 | -29.7% | -$48.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $113.18万 | 0.04% | 8,942 | -2,461 | -21.6% | -$31.15万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $112.78万 | 0.04% | 23,220 | -14,715 | -38.8% | -$71.47万 | 减仓 |
| BLK | BLACKROCK INC COM | $111.17万 | 0.04% | 1,156 | -170 | -12.8% | -$16.35万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $110.70万 | 0.04% | 3,614 | -3,295 | -47.7% | -$100.93万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $109.63万 | 0.04% | 5,172 | -4,431 | -46.1% | -$93.92万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $109.61万 | 0.04% | 7,660 | -963 | -11.2% | -$13.78万 | 减仓 |
| EOG | EOG RES INC COM | $109.54万 | 0.04% | 8,443 | -3,510 | -29.4% | -$45.54万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $109.02万 | 0.04% | 1,701 | 894 | 110.8% | $57.30万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $107.55万 | 0.04% | 42,918 | -29,728 | -40.9% | -$74.50万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $107.01万 | 0.04% | 3,057 | -2,024 | -39.8% | -$70.85万 | 减仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $106.89万 | 0.04% | 29,300 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $106.65万 | 0.04% | 6,808 | -4,441 | -39.5% | -$69.57万 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $106.34万 | 0.04% | 37,222 | 408 | 1.1% | $1.17万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $106.26万 | 0.04% | 28,702 | 1,523 | 5.6% | $5.64万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $105.66万 | 0.04% | 4,741 | -1,361 | -22.3% | -$30.33万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $104.90万 | 0.04% | 13,020 | -4,544 | -25.9% | -$36.61万 | 减仓 |
| YEAR | AB ULTRA SHORT INCOME ETF | $104.62万 | 0.04% | 20,782 | -1,063 | -4.9% | -$5.35万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $103.43万 | 0.03% | 6,205 | 1,893 | 43.9% | $31.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $103.00万 | 0.03% | 24,327 | -4,859 | -16.6% | -$20.57万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $102.76万 | 0.03% | 13,823 | -2,759 | -16.6% | -$20.51万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $102.32万 | 0.03% | 36,940 | -4,492 | -10.8% | -$12.44万 | 减仓 |
| INCY | INCYTE CORP COM | $102.07万 | 0.03% | 9,004 | -4,066 | -31.1% | -$46.09万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $101.83万 | 0.03% | 38,425 | -6,068 | -13.6% | -$16.08万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $101.55万 | 0.03% | 4,140 | -46 | -1.1% | -$1.13万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $100.51万 | 0.03% | 22,281 | -4,204 | -15.9% | -$18.96万 | 减仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $100.32万 | 0.03% | 18,971 | 2,892 | 18.0% | $15.29万 | 加仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $100.02万 | 0.03% | 12,416 | 5,817 | 88.1% | $46.86万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $99.63万 | 0.03% | 2,946 | 195 | 7.1% | $6.59万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $98.93万 | 0.03% | 51,741 | -1,151 | -2.2% | -$2.20万 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $97.85万 | 0.03% | 6,766 | -1,071 | -13.7% | -$15.49万 | 减仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $97.79万 | 0.03% | 3,613 | -5,353 | -59.7% | -$144.89万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $97.72万 | 0.03% | 11,824 | -6,996 | -37.2% | -$57.82万 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $97.34万 | 0.03% | 5,740 | -533 | -8.5% | -$9.04万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $97.20万 | 0.03% | 3,819 | -6,810 | -64.1% | -$173.33万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $97.07万 | 0.03% | 8,451 | -73 | -0.9% | -$8,385 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $96.75万 | 0.03% | 9,913 | 30 | 0.3% | $2,928 | 加仓 |
| — | STRATEGY INC SERIES A PERP PF | $96.20万 | 0.03% | 16,355 | 14,891 | 1,017.1% | $87.59万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $95.43万 | 0.03% | 690 | -44 | -6.0% | -$6.09万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $93.68万 | 0.03% | 10,397 | -492 | -4.5% | -$4.43万 | 减仓 |
| XLE | Energy Select Sector SPDR ETF | $93.07万 | 0.03% | 17,525 | 822 | 4.9% | $4.37万 | 加仓 |
| RY | ROYAL BK CDA COM | $92.73万 | 0.03% | 4,481 | -2,520 | -36.0% | -$52.15万 | 减仓 |
| PLD | PROLOGIS INC. COM | $92.17万 | 0.03% | 6,803 | -574 | -7.8% | -$7.78万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $92.12万 | 0.03% | 13,467 | 20 | 0.1% | $1,368 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $91.93万 | 0.03% | 6,292 | -1,304 | -17.2% | -$19.05万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $89.86万 | 0.03% | 9,146 | 179 | 2.0% | $1.76万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $89.46万 | 0.03% | 3,754 | -4,204 | -52.8% | -$100.18万 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $89.26万 | 0.03% | 19,858 | -310 | -1.5% | -$1.39万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $89.06万 | 0.03% | 11,091 | -1,263 | -10.2% | -$10.14万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $88.92万 | 0.03% | 4,989 | -2,686 | -35.0% | -$47.87万 | 减仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $87.75万 | 0.03% | 20,681 | 10,028 | 94.1% | $42.55万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $87.75万 | 0.03% | 10,115 | -9,001 | -47.1% | -$78.08万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $87.65万 | 0.03% | 6,156 | 826 | 15.5% | $11.76万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $87.52万 | 0.03% | 2,889 | -1,135 | -28.2% | -$34.38万 | 减仓 |
| NOW | SERVICENOW INC COM | $87.42万 | 0.03% | 8,806 | -3,270 | -27.1% | -$32.46万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $87.29万 | 0.03% | 3,461 | -921 | -21.0% | -$23.23万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $87.26万 | 0.03% | 12,128 | -1,590 | -11.6% | -$11.44万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $87.19万 | 0.03% | 35,357 | -3,827 | -9.8% | -$9.44万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $86.94万 | 0.03% | 15,055 | 2,695 | 21.8% | $15.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $86.01万 | 0.03% | 1,715 | -969 | -36.1% | -$48.60万 | 减仓 |
| USB | US BANCORP COM NEW | $85.92万 | 0.03% | 14,227 | -2,014 | -12.4% | -$12.16万 | 减仓 |
| NEM | NEWMONT CORP COM | $85.18万 | 0.03% | 9,120 | -4,808 | -34.5% | -$44.91万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $84.61万 | 0.03% | 2,255 | 381 | 20.3% | $14.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $84.31万 | 0.03% | 3,764 | -788 | -17.3% | -$17.65万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC COM | $84.02万 | 0.03% | 3,674 | 475 | 14.8% | $10.86万 | 加仓 |
| AON | AON PLC SHS CL A | $83.66万 | 0.03% | 2,522 | -116 | -4.4% | -$3.85万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $83.55万 | 0.03% | 17,341 | 3,057 | 21.4% | $14.73万 | 加仓 |
| DIS | DISNEY WALT CO COM | $83.29万 | 0.03% | 8,653 | -1,999 | -18.8% | -$19.24万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $83.05万 | 0.03% | 2,039 | -838 | -29.1% | -$34.13万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $82.91万 | 0.03% | 3,367 | -2,713 | -44.6% | -$66.80万 | 减仓 |
| — | FRANKLIN FTSE EUROPE ETF | $82.50万 | 0.03% | 21,236 | -36,912 | -63.5% | -$143.40万 | 减仓 |
| — | SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT 看跌期权 | $82.14万 | 0.03% | 1,100 | -1,100 | -50.0% | -$82.14万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $81.89万 | 0.03% | 11,331 | 4,390 | 63.2% | $31.73万 | 加仓 |